Ideas on how to decided on the surplus level accessible to PIs and/or
Other Participants

Notes from Austin Tate
Updated: Mon Aug 20 14:06:57 2001

1. In all cases 30% of the overheads surplus generated after all costs
are accounted for is retained by the University, the Division and
CISA.

2. Also, although the guidance allows for sums to be directed towards
participants, this sum can only be paid if the full costs of that
participants have been met and previous support to bridge finance for
that individual has been restored.

3.  The model allows for between 70% and 10% of the surplus available
from high overhead work to be paid to the PI and/or participants.  The
following guidance indicates the way in which the actual figure
available to participants may be decided:

a) 70% of overheads after costs are met to participants ... PI or
   other participants role similar to personal consultancy.  For example
   for work done largely on evenings, weekends or on extra time for those
   already fully committed, and where few resources (computing,
   secretarial, administrative, etc) are utilised.

b) 40% of overheads..... Done in normal work hours as a part of
   regular duties, for those already heavily or fully committed and whose
   work on the project enables the employment of others.

c) 10% of overheads.....  participants are performing this work as a
   part of regular duties and within normal resource allowances. Token
   payment directly to participants, majority of surplus is shared with
   others.