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Administrator Guide
Last Updated: 2023-06-23
Example: Override Facilities and Administration Cost Rate for Specific Object Classes

Example: Override Facilities and Administration Cost Rate for Specific Object Classes

This example illustrates how to override the institutional facilities and administration (F&A) cost rate with rates that are specific to the spend object class.
You're the award contract specialist at Alma Mater University (USA). Your award, AWD-109, has an agreed upon institutional F&A cost rate of 45% for on campus research spending, but your sponsor will only pay:
  • 30% F&A on supplies.
  • 10% F&A on travel.
You need to create an F&A exception to apply the:
  • Override F&A cost rates for spending on supplies and on travel.
  • Institutional F&A cost rate on all other spending.
Security: These domains in the Grants Management functional area:
  • Manage: Grant Proposals
  • Process: Award - Core
  1. From the related actions menu of the award
    AWD-109
    , select
    Award
    Correct
    .
  2. Select the
    Award Lines
     tab.
  3. In the
    Exception
     field, select
    Create Facilities and Administration Exception
    .
  4. Enter these values in the header fields:
    Option Description
    Exception Name
    AWD-109 Exception
    Basis Type
    Modified Total Direct Costs
    Exception Type
    No Primary Exception
  5. Add 2 rows with these values:
    Object Class
    Exception Type
    Rate Override
    Federal Program: 5000 Supplies
    Rate Override Only
    30
    Federal Program: 3000 Travel
    Rate Override Only
    10
  6. Click
    OK
    .
  7. Enter a comment for your award correction.
  8. Click
    Submit
    .
When you incur spending on:
  • Supplies, Workday creates F&A cost reimbursable lines at 30% of the direct costs.
  • Travel, Workday creates F&A cost reimbursable lines at 10% of the direct costs.
  • Other expenditures, Workday creates F&A cost reimbursable lines at 45% of the direct cost.