The Budget SmartForms will open. Follow the guidance below for completing the Budget SmartForm pages
1. Budget Title: Defaults as primary sponsor name. If you have a single budget, you don’t need to update the name.
2. Principal Investigator for this budget: Defaults to the proposal’s Lead PI.
3. Standard F&A Cost Base and Rates: Defaults to Yes. UNT’s standard IDC rate and base will be used in most instances
If it is required that the Budget include an IDC rate or base that differs from UNT’s negotiated rate agreement, or if UNT’s off-campus IDC rate needs to be used, select No
- If you notice on this screen that the period dates or number of periods are incorrect, exit the budget SmartForm and return to the Funding Proposal. The budget period dates and duration are set on the Funding Proposal Budget Periods and Key Dates SmartForm page.
- If you have a TBD sponsor listed on the Funding Proposal and you change the Standard F&A Cost Base and Rate, the information you enter will be overwritten by the standard F&A info when the sponsor is updated. Its best to add the actual sponsor to the FP prior to changing the F&A rate so this step does not need to be repeated
- If no is selected, a Non-standard F&A Cost base and rates table will appear so you may enter the appropriate F&A Cost Base and F&A Rate.
F&A Cost Base: Select from the drop down.
Base
Description
None
Do not use. If rate is 0%, use TDC base.
TDC
Total Direct Costs
MTDC
Modified Total Direct Costs
S&W
Do not use.
S&B
Salary and Benefits
S&S
Do not use.
FEL
Do not use.
NIH Training Grant
NIH Training Grants only
Rate:Enter the rate. If the F&A Rate is the same for all periods, click the blue copy arrow to fill in all additional periods.
- If there is no F&A is allowed on the proposal, enter the rate as 0% and the base as TDC.
4. Detailed Budget Tables:Select No for requiring a detailed budget table for Animal Costs and for Trainee Costs. UNT will not use detailed budget tables for these cost categories. These costs can be entered in the General Cost Definition section instead.
5. Consolidated Budgets:Defaults to Yes. This should be Yes for all sponsor budgets that are being submitted to the sponsor. Only select No for budgets created in error or cost share budgets. If you are creating multiple budget versions, the “final” budget version should have Yes selected, and the rest should have No selected. Selecting Yes means this budget will be included in the Financials tab. If submitting via S2S, this budget will be included in the SF424 budget. If the proposal is awarded, this budget will be sent to PeopleSoft for award setup.
Note: If you update a budget to No after subaward budgets are added, you must update any associated subaward budgets to No as well to have them excluded.
6. SalaryCap: GRAMS will automatically populate salary cap rates for NIH and CPRIT. Please note, for NIH submissions, your GCA specialist will have removed the NIH salary cap since it is standard practice to budget at actual rates at proposal stage, not salary cap rates, per NIH guidance. Consult with your GCA Specialist prior to updating this field.
7. Apply Inflation Rates:Defaults to Yes. Update to No if needed.
8. Enter inflation rates:Defaults to 3%. Update as needed if inflation is not allowed or needed. Check the box if you want to Inflate Period 1.
9. Off-Campus Projects:If a majority of the project will be conducted off-campus based on the “Off-Campus” definition below, select Yes and return to Question 3 to ensure No is selected and the Off-Campus IDC rate is entered. Off-Campus: If the majority (more than 50%) of the submitting institution’s scope of work is being conducted in a location that is not owned by the institution. This does not include work performed by collaborators.
Click Continue on the bottom of the SmartForm page to advance. You may also Exit or Save the page if you wish to return later.