4 - Subaward MTDC Exclusions
· This grid populate with any M&S or PS entries from the Non-Salary Grid, assuming these are most likely categories for over $25K subaward OH exclusions.
o NOTE - All equipment and PSC exclusions are in the Non-Salary grid.
· Identify any keys that have planned subawards greater than $25,000 during the fiscal year.
o HINT - Sort "Amount" highest to lowest (with the arrow on the right hand side of the row label), where you have >$25K subawards where you have budgeted more than $25K in PS or M&S. You can also select the largest amounts from the drop down filter. You may want to use the Filter Row to see only the relevant key you are working on.
· Enter the # of subawards in "# or sub-contracts" for that account and expense class for the fiscal year.
· Enter the total amount in "Total $ Amt of Subcontracts & Pos> $25K" for all awards in that account and expense class for the fiscal year.
o NOTE – because the foundation for non-salary planning is monthly, you must pick a month to plan your MTDC exclusion. This grid defaults to put MTDC exclusions in the month of September but you can use the Dimension Selector to change the month.
NOTE – To see Subawards that have exceeded the $25K threshold
· This IFAS report lists by Account Key all awards that have exceeded the $25K threshold within a given time period for a given Division Code. Not all items listed are exclusions, but it can be very useful in providing the user with a reminder of the OH Exclusions they may have had in previous years and which keys or awards they were under. It also provides a means of monitoring the status of Exclusions within a current fiscal year. It’s a very handy report.
