Excel Spreadsheet

Overhead Rate calculator

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(auto calculated) Total Direct Labour Costs Total Support Staff Costs Total Income Related Staff Costs Total Overhead Costs 0 0 0 0 This worksheet is optional but may be useful for some organisations to help you calculate a sensible overhead rate to apply to their labour costs. ## ## ## Instructions Overhead Rate Costs Total Payroll Costs Total Salaries and Wages Costs (all departments) Total Employer's NI Costs Total Pension Scheme Contributions Total Medical & Health Insurance Premiums Total Staff Life Insurance Premiums Total Overtime Costs Bonuses, Awards, PRP and other payments Support Staff Costs Board and Senior Management Salaries & Fees Administrative Staff Salaries & Wages Human Resources Dept. Staff Salaries & Wages Employed Estates Staff Salaries & Wages Finance Dept. Staff Salaries & Wages Other Support Staff (please specify) 0% 1. Complete the table of costs below using annual figures taken from your last annual accounts 2. Item headings that are in-eligible as overhead costs are indicated for your information Direct Labour Costs £ Overhead Costs £ In-eligible when calculating Technology Programme Overhead rate Package costs (Pension, Medical, etc. for above) Employee Benefits Sports, Fitness Centre or Gym Membership Costs Other Staff Costs Temporary / Agency Staff Temporary Staff Agency Fees Recruitment Costs Staff Corporate Induction / Company Training Occupational Health Costs Waiting time between projects Other non-productive time Sales, Marketing and Account Management All Sales, Marketing and Account Management costs Cars, Travel & Subsistence All company car expenses and costs Travel & Subsistance of Support Staff Entertainment All Entertainment and Hospitality General Equipment and Services General Office IT Services General supplies for R&D use Capital Equipment and Depreciation Intellectual Property Costs New Patent Filing Costs Patent Maintenance Fees IP Legal Fees General Costs General Corporate Legal Fees Corporate Re-structuring / M&A legal Fees In-eligible when calculating Technology Programme Overhead rate Accountancy and Audit Fees (excluding project audit fees) Corporate Insurances General Postage (excluding Promotional and product delivery) Office supplies, furniture, printing & stationary Costs Photocopying / Office Printing Quality Management System Costs Site / Accommodation Costs (Exclude Exceptional Items) Security and safety Costs Building Maintenance Building Rental In-eligible when calculating Technology Programme Overhead rate In-eligible when calculating Technology Programme Overhead rate In-eligible when calculating Technology Programme Overhead rate In-eligible when calculating Technology Programme Overhead rate In-eligible when calculating Technology Programme Overhead rate In-eligible when calculating Technology Programme Overhead rate In-eligible when calculating Technology Programme Overhead rate In-eligible when calculating Technology Programme Overhead rate Contracted Site Services - General i.e. cleaning Site Property Taxes Utilities (Exclude Utility Costs for Fee Generating Services and Operations) Electricity Gas Water Waste Disposal Heating Fuel Oil Telecoms costs Other Direct Labour (please specify) Other Overhead Costs (please specify

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