Indirect Cost Recovery Variation CPT

About this page

This page is used to set a variation of Indirect Cost Recovery (ICR) percentages for a combination of fund scheme (and optionally, organisation), AOU and project type (at least two of these) to enable the recovery of indirect costs at a percentage negotiated with the fund scheme. ICR is the "recovery" of costs incurred by the institution to support the project activity, such as data hosting costs.

When a project matches the combination set for the rule, the ICR percentages will apply. See: Rule precedence

This page supports the Costing and Pricing Tool (CPT), which was implemented in version 7.7.0 in mid-2021. Research Costing and Pricing (ReCaP) is a separate tool.

Menu path: RME menu > Projects > Funding Rules > Indirect Cost Recovery Variation

Set an ICR variation

5. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.

Indirect Cost Recovery Variation: Fields

Change funding rules

When you configure funding rules, they are stored as a master copy in RME. When a costing record is created for a project, the system determines the applicable rules based on the project details, AOU, project type and/or fund scheme, as relevant. The rules that are applicable are collated and copied as a kind of “snapshot” from the RME master and saved as an internal copy to that individual costing record in CPT. The saved internal rules are then used for all costing and pricing calculations for that project.

Once a costing has been initiated for an existing project in CPT, changes to the master funding rules are not updated in the internal copy in the record unless new rules are applied to a project in the Funding Rules page in CPT, or the Primary AOU field, Project Type field and/or Primary Fund Scheme field has been changed, for which different funding rules may now apply.

• If new funding rules are applied to a project in the Funding Rules page in CPT, previous funding rule values will be replaced with new values noted in the page. The project costing and pricing is recalculated based on the new rules, which is confirmed with a message.

• If a primary AOU, Project Type or primary Fund Scheme field is changed, internal funding rules are updated and changes are applied to all existing records, except for changes to Consumable and Capital Items.

• Changes to the configuration of the Consumable and Capital Items in RME (rename a group, add a new group or item, delete a group or item) will not be updated for existing costing records in CPT.

• If there are no changes to the Primary AOU, Project Type or Primary Fund Scheme fields, changed funding rules will only be applied to newly-created Project records in CPT.

Manage Indirect Cost Recovery Variation records

To delete, select records in the grid via the checkbox on the left and click the Delete button on the toolbar.

To view rules that are applicable to a specific combination, select the Applied Rules button.

Default Field Label (in layout order)	Description
ICR percentage for a combination of:	In this section, define at least two of the dropdowns: Org. Unit, Fund Scheme (+ Organisation, optionally) and Project Type. The defined combination must be unique.
Fund Scheme	Primary fund scheme that the ICR variation applies to, from a lookup of fund schemes that exist in the system
Org. Unit	Primary administrative organisational unit (AOU) that the ICR variation applies to, from a lookup of AOUs that exist in the system This label may be customised for your institution as Department, Faculty or School.
Organisation	Only shown if the CPT Configuration > Fund Scheme Rules based on Funding Organisation? is Yes Organisation for the fund scheme that the rule applies to, from a lookup of external organisations that exist in the system Editable when a funder is selected in the Fund Scheme field (above) For details, see: CPT configuration
Project Type	Project type that the ICR variation applies to, from a lookup of projects that exist in the system
Indirect Cost Recovery Percentages	If the CPT Configuration Use Project Location for Indirect Cost Recovery? option is Yes, two sections display to define ICR percentages for lab and non-lab project locations.
Method *	Indicates which option to use to apply indirect cost recovery percentages: • Mixed: Select this to apply indirect cost recovery on both total direct cost and total salary cost • Total Direct Cost: Select this to apply indirect cost recovery on the total direct cost • Institution Direct Salary Cost: Select this to apply indirect cost recovery on the total salary cost When you select an option, the corresponding field/s in this section will be enabled. Source
Institution Direct Salary Cost	Enabled and mandatory when Institution Direct Salary Cost or Mixed is selected in the Method dropdown Percentage applied to the total salary cost for the project to calculate the ICR amount Must be a number between 0 and 100 inclusive, with up to two decimal places. If the method is Mixed, set a percentage for this field as well as the Other Direct Cost field.
Other Direct Cost	Enabled and mandatory when Institution Direct Salary Cost or Mixed is selected in the Method dropdown Percentage applied to non-salary costs of the project to calculate the ICR amount Must be a number between 0 and 100 inclusive, with up to two decimal places. Set a percentage for this field as well as the Institution Direct Salary Cost field.
Total Direct Cost	Enabled and mandatory when Total Direct Cost is selected in the Method dropdown Percentage applied to the total direct cost of the project to calculate the ICR amount Must be a number between 0 and 100 inclusive, with up to two decimal places.

Indirect Cost Recovery Variation - CPT

About this page

Set an ICR variation

Indirect Cost Recovery Variation: Fields

Change funding rules

Manage Indirect Cost Recovery Variation records

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