Universal Budget Spreadsheet

1. Universal Budget Spreadsheet Kimberly Fahey Senior Grants and Contracts Specialist Sponsored Programs Office

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

3. 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 Features

4. 12 month faculty appointment • 9 month faculty appointment • Summer faculty effort • Technical/Professional Employees • Postdoctoral Associates • Graduate and Undergraduate Students Personnel

5. 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. Cost Sharing

6. 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 Benefits

7. Questions/Feedback