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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 rate calculation in one worksheet. Use it to support grant c...

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Worksheet Header and Period

Award Name (required)

Award Identifier (required)

Enter the grant, contract, or project identifier used internally or by the sponsor.

Reporting Period Start (required)

Reporting Period End (required)

Prepared By (required)

Name or role of the preparer for internal audit trail purposes.

Preparation Date (required)

Indirect Cost Rate Election

Rate Type (required)

Regulatory Reference (required)

Negotiated Rate Agreement Date

De Minimis Election Date

Rate Basis Description (required)

Describe how the rate was established or elected, including the approving entity or source documentation.

Cost Allocation Base

Allocation Base Type (required)

Allocation Base Description (required)

Explain the base used and how it aligns with the approved rate agreement or de minimis election.

Base Amount (required)

Excluded Cost Categories

Select any categories excluded from the allocation base.

Other Exclusion Details

Rate Calculation and Reconciliation

Approved Rate (%) (required)

Enter the negotiated or de minimis rate as a percentage.

Calculated Indirect Cost Amount (required)

Calculation Method (required)

Briefly explain the formula or method used to calculate the indirect cost amount.

Reconciliation Notes

Document any variances, adjustments, or rounding differences.

Compliance Attestation and Review

Attestation (required)

I attest that this worksheet reflects the applicable indirect cost rate election, supporting documentation, and cost allocation base, and that the information provided is accurate to the best of my knowledge.

Yes No N/A

Reviewer Name (required)

Review Date (required)

Approval Status (required)

Review Comments

Add reviewer notes, requested corrections, or approval conditions.

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Email (required)

Your name (optional)

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