Overview

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Some Non Sponsored projects need Indirect Cost (IDC)/burden assessed.  This article walks you through how to assess IDC on Specific State Appropriations or other non sponsored projects that require IDC assessed. 

Prerequisites

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• You must have the UCSD PPM PADUA Write User JR role to be granted access to PADUA 2.0.
  • To obtain this role, complete the Oracle and Concur Role Request Form by following the steps provided in article KB0033964: UCSD PPM PADUA Write User JR.
  • More information and guidance can be found in article KB0033940: How to use PADUA 2.0.

Essential Information

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• Oracle has the ability to auto assess that IDC/burden but requires specific data elements at the time of setup (example: OP HIV Aids project under fund 19983).
• Non sponsored projects that need IDC assessed, need to be created in PADUA 2.0 with the project template UCSD General Project with Burdening. The default IDC is Total Direct Costs 20%, but can be changed as needed.
• At conversion, these projects were missed and not created with that template. New projects created post go-live should be using this new template.
• The Internal Controls & Accounting office was processing manual IDC files for departments for these projects that were not converted with the correct template, but they are no longer supporting that activity.

Next Steps

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New Projects:

1. Sign in to PADUA 2.0 using single sign on.
2. Click Projects
3. Create New General Project
4. From the dropdown, choose the template "General Projects with Burdening." 
5. Create your new project.
6. If the IDC rate of Total Direct Costs 20% applies, no further action needed.
7. If not, submit a ticket to:
   1. 1. About: Financial Accounting
      2. Related to: Oracle Project Portfolio Management
      3. More specifically: PADUA Inquiries
   2. The request will route to the FinOps Solutinos team to update the IDC rate.
   3. Please include the rate, if it is MTDC or TDC or if there are other restrictions. Future PADUA enhancements will allow users to update the rate at the time of project creation.

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Converted, ended Projects:

Option 1:

1. Create a new project with the correct template.
2. Process multi select cost transfer to move the costs to the new project. The burden will then assess automatically, including on the transferred costs.

Option 2:

1. Calculate the amount needed to be assessed (You can use the burden lookup tool on the SPF Accountant Panorama if you need assistance with the burden structure).
2.  Submit a ticket to Financial Operations Strategic Design with the amount to assess:
   1. 1. About: Financial Accounting
      2. Related to: Oracle Project Portfolio Management
      3. More specifically: PADUA Inquiries
   2. This is a one time, one cost entry.

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Converted, ongoing Projects or Projects setup in Oracle with wrong template:

1. Create a new project with the correct template.
2. Process multi select cost transfer to move the costs to the new project. The burden will then assess automatically, including on the transferred costs.