Helpful Hint Lists for Proposal Preparation : Budgeting Templates
All templates have formulas embedded. They will "break" if formulas are overwritten. We recommend always doing a "Save As" to preserve the original formulas. Please read all instructions included!
CALCULATION and INSTRUCTIONS FOR USE OF PHS SALARY CAP (LEVELS I & II) – Non-VA
Over the Cap – This Excel form will walk you through capturing effort distribution over projects, allow you to apply multiple caps to one individual capturing project award dates, and calculate effort and salary distributions (by project grant and to “over the cap”) in the HR system.
General Guidance, Campus – to be posted when issued
General Directions and Instructions, Medical School
(For VA, please see end of page)
BUDGET FORMATS
The following budget formats have been updated in May, 2010 to adjust for new animal calculations:
SF424 Modular (Excel)
This excel form will help you take cost estimates, average over time, and populate a modular SF424 budget. It includes both a worksheet for an internal budget and carries the internal budget totals to replica 424 forms to show what number is used where. Also provides numbers for face page and PAF form.SF424 Traditional (Excel)
Like the modular, this will give you the placement of costs on the 424 pages. It also includes a worksheet for details in the non-personnel categories that will roll up into the main form. Also provides numbers for face page and PAF form.PHS 398 A Single Budget with a Straight Increase (Excel)
This form is almost obsolete for use with NIH (K awards use a modified version of it, an occasional RFA will require it) and the form has not been updated, so the subcontract costs are totaled a bit differently on the current 398 form and the checklist is no longer a combined multi-year total. HOWEVER, this is a good format for checking a budget, playing with internal budgets, or mocking up numbers for another sponsor.PHS 398 Budgets Change Year to Year (Excel)
This form is also old and does not conform to current 398 position of subcontract costs or checklist broken into years. However, it is a good template for making up internal budgets, especially complex ones that have costs constantly changing. It will increase salaries by 3%, but requires re-entry of all effort and other costs and gives you the detailed space to enter the information. It has similar functionality to the SF424 Traditional, but is for those that are more comfortable in the 398 world.PHS 398 Program Projects with a Straight Increase (Excel)
This form allows you to add up to 8 budgets and calculate your cumulative totals. You may also tack indirect cost exclusions by project and have those accumulate for the final checklist calculation. Like the two previous, it has not been updated for the change in subcontract position or the indirect cost calculation by year instead of total (someday!), but it does offer a very close look and feel with final numbers.Quick Calculations (Excel)
This is a non-form driven template that allows you to quickly calculate the Modular and K Award costs, including numbers for face page and PAF form.
VA MoU (Excel)
MoUs are required to be filled out for all faculty with a joint VA/UM appointment. The attached Excel form contains all needed MoU, cost share, and HR distribution information – including the application of Salary Cap I & II. Please see top of the page for Salary Cap guidance.
