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This Costing and Pricing Tool page is used to manually override the indirect cost recovery (ICR) percentage for cost items with an ICR value.
The tool will recalculate ICR based on entered values and display totals on the Project Price page. This is useful if a cost item attracts a different percentage to the value defined in the applicable funding rule. For example, a researcher may have an applicable ICR percentage that is higher than the value defined in the funding rule. Or, ICR should not be applied to consumable items provided by a partner institution.
The page lists all cost items that involve an ICR calculation. For example, it will not display items allocated to internal fund schemes if the Institution Level rule setting Allow Indirect Cost Recovery for Internal Fund Schemes? is No.
This page only displays and is editable if all of the following criteria is met:
A Project Type Level rule with the settings Use Pricing for Consultancy Projects? = Yes and Use Price Adjustment? = Yes does not apply to the project (in the latter case, the Project Price with adjustments page displays to adjust the price instead).
The Override ICR percentages for cost items (IS_CPT_ICRPCT_OVERRIDE) field is included in an RPR eForm template.
An eForm user sets the above field to Yes in the eForm.
You have access to the ICR Item Override Page View CPT025 via either a role or User Page Views with Edit-Only access or above. If not, contact your RME administrator.
The corresponding
eForm application is in an editable state for you.
Background: If the eForm is read-only, this is usually
because it is in a workflow state that does not involve you. For example,
as a researcher, when you submit an eForm for Grants Office or Review,
you can still view it but you can't edit it. In this case, when you
go to CPT via the Costing
and Pricing button in the eForm,
CPT pages with editable elements will also be read-only.
Cost items that involve ICR calculation are displayed, broken into sections for Direct Salary Cost and Other Direct Cost. Items are further grouped as relevant into the following groups: Internals and New Staff, Externals and Scholarships, and Facility, Consumable and Capital Items.
A new percentage for each item can be entered in the New ICR % column. When saved, the ICR - Total Direct Cost value in the Project Price page is re-calculated accordingly.
Long values in the grid: For some values in the grid, if it is longer than the column width, it is truncated with ellipses (...). You can either change the column width to show the full value or mouse over it to view a tooltip of the full value.
Column Label (in display order, left to right) |
Description |
Name |
Read only Section name, group name, such as Internals and New Staff, and the cost item name Group order • The Internals and New Staff group displays chief investigators first, then other investigators in alphabetical order, and finally new staff in alphabetical order. • The Externals and Scholarships group displays external names or placeholders first in alphabetical order, then student names or placeholders in alphabetical order. • The Facility, Consumable and Capital items group displays facilities first, in alphabetical order, then consumable and capital items in alphabetical order. |
Funded Amount |
Read only Total funded amount on which ICR is applied (cash and in-kind) |
ICR % |
Read only ICR percentage from the applicable funding rule |
ICR Amount |
Read only Calculated ICR amount based on the ICR % from the funding rule applied to the Amount |
New ICR % |
New ICR percentage to apply for the cost item This is based on internal policies so it is assumed that you have the knowledge or access to internal information on which to base manual adjustments. |
New ICR Amount |
Read only Automatically-calculated ICR amount based on the percentage value entered in the New ICR % column for the item |
Options |
Description |
Save |
Saves your changes made in this page |
Outputs |
Costing and pricing outputs available for the project and your role Outputs with CPT data are created and managed by your RME administrators or office staff. They can be provided for different purposes, funders or stakeholders. For output filter configuration, see: Output Configuration |
Close |
Returns you to the eForm costing and pricing summary page that has the button/link to open the tool |
Costing and Pricing Tool pages:
• Consumable and Capital Items
• Institution Cash and In-kind Contribution
Reference:
Costing and Pricing Tool configuration:
• Salary and Indexation configuration
Product key: Costing and Pricing Tool
Page ID: CPT025.htm