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Universal Budget Spreadsheet

Kimberly Fahey

Senior Grants and Contracts Specialist

Sponsored Programs Office

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Purpose

Provide a tool to use in the preparation of externally funded budgets

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Features• Easily distinguish personnel based on appointments

• Current rates for fringe and F&A are automatically calculated and will be updated accordingly

• MTDC will automatically calculate the exceptions to the F&A base (equipment > $5,000, patient care costs, first $25,000 of subs)

• Cost sharing can be captured on this form with appropriate FOAPAL information

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Personnel• 12 month faculty appointment• 9 month faculty appointment• Summer faculty effort• Technical/Professional Employees• Postdoctoral Associates• Graduate and Undergraduate Students

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Cost Sharing• Voluntary or Mandatory• Salary, Wages and Fringe

• NIH Salary Cap• Contributed Effort by definition or by default

• Other Direct Costs• Supplies, Services, Facilities, Equipment, etc.

• Tuition Remission• F&A

• F&A unrecovered due to sponsor F&A limitations/prohibitions• F&A line item on cost shared items (subject to standard MTDC rules)

-We will not report voluntary or salary cap cost sharing to the sponsor. Tracking this information is for internal purposes.

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Benefits• Automatic calculation with current rates

• Simplify review at the department, college, school and research administration offices

• Compare and contrast requested and cost share items side by side

• If application is funded, numbers can be easily updated as necessary, and summary with account codes generated to be sent to Research Accounting Services

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Questions/Feedback