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Run: Indirect Cost Rate Documentation Worksheet

Document your negotiated indirect cost rate or de minimis election, the allocation base, and the reconciliation to the ledger in one worksheet. Use it to sup...

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Worksheet Header and Period

Worksheet title (required)

Reporting period start date (required)

Reporting period end date (required)

Award or project ID (required)

Enter the grant, award, or project identifier used internally for this allocation.

Prepared by name (required)

Enter the name of the staff member preparing this worksheet.

Prepared by email (required)

Indirect Cost Rate Basis

Indirect cost rate basis (required)

Indirect cost rate percentage (required)

Enter the approved or elected rate as a percentage.

Rate effective date (required)

Rate expiration date

Leave blank if the rate is ongoing or not time-limited.

Approval or election source (required)

If other, describe the approval source

Cost Allocation Base

Cost allocation base type (required)

Base description (required)

Describe the cost base and any organization-specific rules used to define it.

Base amount (required)

Enter the total amount of direct costs in the allocation base.

Excluded costs summary

Summarize any excluded costs, such as unallowable items or costs excluded from MTDC.

Supporting schedule attached

Yes No N/A

Calculation and Reconciliation

Calculation method (required)

Calculated indirect cost amount (required)

Reconciled to general ledger (required)

Reconciliation difference

Enter the variance if the worksheet does not match the ledger exactly.

Reconciliation explanation

Compliance Attestations and Review

PII and disclosure notice acknowledged (required)

Yes No N/A

Compliance attestation (required)

Yes No N/A

Reviewer name

Reviewer comments

Approval status (required)

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Email (required)

Your name (optional)

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