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File: Budget Spreadsheet 40861 | Budget
sheet 1 setup rev 72022 budget set up questions ref ref ref please answer the questions below so the automated calculation formulas on the budget tabs work 1 is the ...

icon picture XLSX Filetype Excel XLSX | Posted on 14 Aug 2022 | 3 years ago
Partial file snippet.
Sheet 1: SetUp










rev. 7/2022



























Budget Set Up Questions


































#REF! #REF! #REF!
Please answer the questions below so the automated calculation formulas on the budget tabs work.





































1. Is the source of the funding federal? Yes






Funding Source



























If Yes, this form will calculate fringe benefits on salaries using the federal rate of 29% and will exclude the standard excludable items when calculating F&A.





































If No, this form will calculate fringe benefits on salaries using the non-federal rate of 30%.












































































2. How many years will your project run?
5






Project Period



























Answering this question allows for the appropriate amounts to populate the Y1-5 Summary tab.












































































3. If your project will run more than one year, will the budget be the same each year?




Yes
Same Annual Budget?



























If Yes, please complete the Y1 budget tab only. Do not complete any other annual budgets. The Y1 budget information populates the Y1-5 Summary tab.





































Note that the annual budget tabs do not autopopulate. See the Y1-5 Summary Tab for complete budget information.





































You must answer No if your project meets the following criteria:





































- This is a NIH modular budget and you are requesting different modules each year. Example: R21 grant requesting 150,000 in Y1 and 125,000 in Y2 in direct costs.





































- The indirect costs are different each year.












































































Note: Use of this budget template is optional.





































For budgeting tips in Excel and a sample of a completed budget, see Sample tabs at the end of this workbook.






































Sheet 2: Y1
Instructions





















- Answer the questions on the Set Up tab.





















- In the budget form, enter amounts only in the gray areas. Enter any descriptive text in the white spaces.





















- Answer the questions in the Additional Budget Options section at the bottom of the form for more options (e.g., modular, subawards, cost sharing, prorating, and other features.) If you do





















not need any of these options, you can skip this section.
























ISMMS DETAILED BUDGET









































PI Name: enter PI name in this cell on Y1 tab




rev 7/2022











Funding Agency Name: enter funding agency name in this cell on Y1 tab

















Project Title: enter project title in this cell on Y1 tab















Budget Period: enter budget period in this cell on Y1 tab


















GCO #: enter GCO # in this cell on Y1 tab




















Fund #: enter fund # in this cell on Y1 tab








Prorate % effort and $s
Cost Share



Agency #: enter agency # in this cell on Y1 tab









K awardee on your Federal budget? Y/N?


% effort on budget % effort cost shared




Year #: Y1





Fringe Benefit Rates


Cost Share? Y/N?





All future budget years are the same as the Y1 budget.





Federal =
29.0% # of months






DIRECT COSTS (DC)






Non-Federal =
30.0%






PERSONNEL

Standard Effort Prorated Effort



% of yr





Name Role Base Salary % effort CM % effort CM Requested Salary Fringe Rate Fringe Amt Funds Requested















- n/a n/a - 29.00% - - 12 No 100.00%
No








- n/a n/a - 29.00% - - 12 No 100.00%
No








- n/a n/a - 29.00% - - 12 No 100.00%
No








- n/a n/a - 29.00% - - 12 No 100.00%
No








- n/a n/a - 29.00% - - 12 No 100.00%
No








- n/a n/a - 29.00% - - 12 No 100.00%
No








- n/a n/a - 29.00% - - 12 No 100.00%
No








- n/a n/a - 29.00% - - 12 No 100.00%
No










Additional Personnel subtotal -
- -











PERSONNEL subtotal





-
- -










EQUIPMENT / ALTERATIONS & RENOVATIONS














































































EQUIPMENT / ALTERATIONS & RENOVATIONS subtotal








- Federal grants - excluded from Amount of Base







CONSULTANTS



































































Additional Consultants subtotal -








CONSULTANTS subtotal








-








SUPPLIES























































































Additional Supplies subtotal -








SUPPLIES subtotal








-








TRAVEL















































Additional Travel subtotal -








TRAVEL subtotal








-








PATIENT CARE COSTS



































































Additional Patient Care Costs subtotal -








PATIENT CARE COSTS subtotal








- Federal grants - excluded from Amount of Base







SUBAWARDS (Subs)






Subs DC Subs F&A



















-


















-


















-


















-








Genomic Arrays - if you have already entered $50,000 in the "Supplies" section, enter any additional costs in "Subs DC" in this row.








-















Additional Subs subtotal - - -








SUBAWARDS subtotal






- - - Federal grants - excluded from Amount of Base after 25K for life of project period







OTHER DIRECT COSTS






























































































































































Federal Graduate Student Section








Answer q. 7 below; use "Federal Grad Student" worksheet tab to enter all $ amounts including $s for compensation.








In the "Personnel" section Direct Compensation







-








of this budget, do not enter Health Insurance







-








Grad. Stud. base salaries. Tuition/Fees







- Federal grants - excluded from Amount of Base



























Federal Non - Graduate Student Tuition / Fees (e.g., K award tuition/fees)





Fed. grants - excluded from Base
Additional Direct Costs subtotal -








OTHER DIRECT COSTS subtotal








-




























DIRECT COSTS SUBTOTAL (ISMMS DC + Subs DC + Subs F&A)








-






- -




















OTHER DIRECT COST CALCULATIONS


















DIRECT COSTS SUBTOTAL (ISMMS DC)






-










DIRECT COSTS SUBTOTAL (ISMMS DC + Subs DC)






-










NIH MODULAR AMOUNT (ISMMS DC + Subs DC; you must answer the modular question below.)








-




























FACILITIES AND ADMINISTRATIVE COSTS (F&A)


















Amount of Base






-










F&A Rate






69.00%










F&A subtotal








-
















































TOTAL COSTS (TC)








-
















































Additional Budget Options


















Questions 1- 3: Applicable to NIH Only


















1. Is this a NIH modular budget?
No






Modular








If Yes, please choose a module from the drop down menu in the "NIH Modular Amount" box. Also choosing Yes will allow the form to calculate F&A on the modular amount.


















If No, please note that the form will calculate F&A on the non-modular amount






































2. Is this a NIH K award with a mandated PI salary cap (e.g., 75,000, 90,000)?





No

K Award








If Yes, please follow these instructions:


















- Enter the actual base salary in the "Base Salary" column in the "Personnel" section.


















- If applicable, enter the mandated salary cap in the drop down menu of this box.






































3. Are there Genomic Array costs on your NIH budget?


No




Genomic Arrays: Excludable Item from F&A








If Yes, please follow these instructions:


















- Enter up to $50,000 in the "supply" section of your budget.


















- If this cost is more than $50,000, also enter the remaining portion in the subaward > Genomic Arrays section of your budget.


















- If you have entered a remaining portion in the subaward > Genomic Arrays section of your budget, enter that amount up to $25,000, in the box provided.


















If the amount exceeds $25,000, just enter $25,000 in the box.


















Questions 4- 8: Applicable to NIH and all Other Sponsored Projects when the Source of the Funding is Federal


















4. Does your project meet the following criteria?


No




Subs: TC Greater than or Equal to $25,000








a. This project includes a subaward or subawards.


















b. At least one of the subaward total cost budgets (direct costs and facilities and administrative costs) is equal to or greater than $25,000.






































5. If the answer to q. 4 is Yes, how many subawards meet this criteria?


0




Subs: TC Greater than or Equal to $25,000




























6. Does your project meet the following criteria?


No




Subs: TC Less than $25,000








a. This project includes a subaward or subawards.


















b. At least one of the subaward total cost budgets (direct costs and facilities and administrative costs) is less than $25,000.


















If Yes, please follow these instructions:


















- In addition to entering the subaward(s) DC and F&A costs in your budget, enter the TC amount for each subaward in the boxes provided.


















- If the subaward budget(s) continues in the following year(s), see the instructions on those budget tabs (Y2, Y3, Y4, and Y5).






































7. Are there any participating graduate students at Mount Sinai on your project?





No

Grad Students








If Yes, you must use the "Federal Grad Student" worksheet tab to calculate the compensation package and follow these instructions:


















- In the "Personnel" section of the budget, do enter the graduate student name, role on the project (e.g., Graduate Student Research Asst) and his/her % effort.


















- In the "Personnel" section of the budget, do not enter a base salary or fringe amount for the Graduate Student.


















Also, choosing yes will allow the form to add the compensation costs from the Federal Grad Student worksheet tab onto this budget.






































8. Are there Non-Grad Student tuition & fees (e.g., tuition for PI of K award) on the budget?




No


Non-Grad Student Tuit/Fees








If Yes, please enter the $ amount in the designated section entitled "Federal Non - Graduate Student Tuition / Fees." Do not enter the cost anywhere else on the budget.








































Questions 9- 10: Applicable to Sponsored Projects when the Source of the Funding is Non-Federal


















9. Does the extramural funding agency allow using Mount Sinai's standard non-federal fringe rate of 29% on the budget?






Yes
Non-Fed. Fringe Benefits








If No, enter the agency's allowed rate in the box provided, entering "0" if that is the appropriate answer.






































10. Do the budget instructions state that certain costs are excluded from F&A?





No

Non-Federal: Excludable Items from F&A








If the answer is Yes, in addition to entering these costs in your budget, enter the same amounts in the boxes provided.


































































































Questions 11- 13: Applicable to All Extramural Funding Agencies


















11. Is the extramural funding agency's F&A rate available from the drop down menu of the "F&A Rate" box in the budget?






Yes
F&A Rate








If the F&A Rate is not in the drop down menu, please add the rate in the space provided. Then choose that rate from the "F&A Rate" box in your budget.






































12. Are there personnel on the project for which you need to prorate their effort?





No

Prorating








Examples: Research Nurse working approx. 3.75 hours per week (10% effort) beg. in Month 9 of 12; NIH K awardee on a NIH R01 whose salary you'll need to prorate when the K award ends.


















If Yes, please enter the # of months they will be working in the budget period in the prorating section. >













In addition, if this is a NIH K awardee on a federally sponsored project whose salary you'll neeed to prorate when the K award ends, answer Yes to the "K Awardee" question. >

















Note: If the "prorated effort" appears in the "personnel" section of the budget, use the "prorated effort" rather than the "standard effort" in your budget justification.








































13. Are there personnel on the project whose effort will be fully or partially covered by a cost share?





No

Cost Share Policy









Example: PI devotes a total of 25% effort on the project. You are requesting 15% on this sponsored project budget and 10% on a seed or unrestricted fund.








Cost Share Form









If Yes, please follow these instructions:



















- Enter the total % effort (i.e., % effort that this budget will cover for AND % effort cost shared) in the "Standard effort" column in the "Personnel" section.



















- Enter only the % effort that this sponsored project budget will cover in the "Cost sharing" section of the budget. The form then automatically calculates the % of the cost share. >





























































Need more lines to enter costs in your budget? Use the tabs that begin with the word "Add." and link the costs to the sections above in this spreadsheet.














































Sheet 3: Y2
Instructions
























- Only complete this budget form if you answered No to q. 3 on the SetUp tab.
























- In the budget form, enter amounts only in the gray areas so the budget adds up. Enter any descriptive text in the white spaces.
























- Answer the questions in the Additional Budget Options section at the bottom of the form for more options (e.g., subawards, cost sharing, prorating, and other features.) If you do not need any of these
























options, you can skip this section.



























ISMMS DETAILED BUDGET















































PI Name: enter PI name in this cell on Y1 tab







rev. 7/2022














Funding Agency Name: enter funding agency name in this cell on Y1 tab























Project Title: enter project title in this cell on Y1 tab























Budget Period: enter budget period here on Y2 tab























GCO #: enter GCO # in this cell on Y1 tab























Fund #: enter fund # in this cell on Y1 tab








Prorate % effort and $s
Cost Share






Agency #: enter agency # in this cell on Y1 tab









K awardee on your Federal budget? Y/N?


% effort on budget % effort cost shared







Year #: Y2





Fringe Benefit Rates


Cost Share? Y/N?















Federal =
29.0% # of months









DIRECT COSTS (DC)






Non-Federal =
30.0%









PERSONNEL

Standard Effort Prorated Effort



% of yr








Name Role Base Salary % effort CM % effort CM Requested Salary Fringe Rate Fringe Amt Funds Requested


















- n/a n/a - 29.00% - - 12 No 100.00%
No











- n/a n/a - 29.00% - - 12 No 100.00%
No











- n/a n/a - 29.00% - - 12 No 100.00%
No











- n/a n/a - 29.00% - - 12 No 100.00%
No











- n/a n/a - 29.00% - - 12 No 100.00%
No











- n/a n/a - 29.00% - - 12 No 100.00%
No











- n/a n/a - 29.00% - - 12 No 100.00%
No











- n/a n/a - 29.00% - - 12 No 100.00%
No













Additional Personnel subtotal -
- -














PERSONNEL subtotal





-
- -














EQUIPMENT / ALTERATIONS & RENOVATIONS


























































































EQUIPMENT / ALTERATIONS & RENOVATIONS subtotal








- Federal grants - excluded from Amount of Base










CONSULTANTS












































































Additional Consultants subtotal -











CONSULTANTS subtotal








-











SUPPLIES



































































































Additional Supplies subtotal -











SUPPLIES subtotal








-











TRAVEL












































































Additional Travel subtotal -











TRAVEL subtotal








-











PATIENT CARE COSTS












































































Additional Patient Care Costs subtotal -











PATIENT CARE COSTS subtotal








- Federal grants - excluded from Amount of Base










SUBAWARDS (Subs)






Subs DC Subs F&A






















-





















-





















-





















-











Genomic Arrays - if you have already entered $50,000 in the "Supplies" section, enter any additional costs in "Subs DC" in this row.








-


















Additional Subs subtotal - - -











SUBAWARDS subtotal






- - - Federal grants - excluded from Amount of Base after 25K for life of project period










OTHER DIRECT COSTS






















































































































































































Federal Graduate Student Section








Answer q. 7 below; use "Federal Grad Student" tab to enter all $ amounts including $s for compensation.











In the "Personnel" section Direct Compensation







-











of this budget, do not enter Health Insurance







-











Grad. Stud. base salaries. Tuition/Fees







- Federal grants - excluded from Amount of Base

































Federal Non - Graduate Student Tuition / Fees (e.g., K award tuition/fees)





Fed. grants - excluded from Base
Additional Direct Costs subtotal -











OTHER DIRECT COSTS subtotal








-


































DIRECT COSTS SUBTOTAL (ISMMS DC + Subs DC + Subs F&A)








-






- -

























OTHER DIRECT COST CALCULATIONS





















DIRECT COSTS SUBTOTAL (ISMMS DC)






-













DIRECT COSTS SUBTOTAL (ISMMS DC + Subs DC)






-













NIH MODULAR AMOUNT (ISMMS DC + Subs DC; you must answer the modular question below.)








-

























































FACILITIES AND ADMINISTRATIVE COSTS (F&A)





















Amount of Base






-













F&A Rate






69.00%













F&A subtotal








-

























































TOTAL COSTS (TC)








-

























































Additional Budget Options





















Questions 1 - 2: Applicable to NIH Only





















1. Is this a NIH K award with a mandated PI salary cap (e.g., 75,000, 90,000)?


No




K Award











If Yes, please follow these instructions:





















- Enter the actual base salary in the "Base Salary" column in the "Personnel" section.





















- If applicable, enter the mandated salary cap in the drop down menu of this box.












































2. Are there Genomic Array costs on your NIH budget?


No




Genomic Arrays: Excludable Item from F&A











If Yes, please follow these instructions:





















- Enter up to $50,000 in the "supply" section of your budget.





















- If this cost is more than $50,000, also enter the remaining portion in the subaward > Genomic Arrays section of your budget.





















- If you have entered a remaining portion in the subaward > Genomic Arrays section of your budget, enter that amount up to $25,000, in the box provided.





















If the amount exceeds $25,000, just enter $25,000 in the box.












































Questions 3 - 8: Applicable to NIH and all Other Sponsored Projects when the Source of the Funding is Federal





















3. Does your project meet all the following criteria?
No






1st Time Subs: TC Greater than or Equal to $25,000











a. This project includes a subaward or subawards.





















b. This is the first time in this project period I am including at least one subaward on a budget.





















c. At least one of the subaward total cost budgets (direct costs and facilities and administrative costs) is equal to or greater than $25,000.












































4. If the answer to q. 3 is Yes, how many subawards meet this criteria?


0




1st Time Subs: TC Greater than or Equal to $25,000


































5. Does your project meet the following criteria?
No






1st Time Subs: TC Less than $25,000











a. This project includes a subaward or subawards.





















b. This is the first time in this project period I am including at least one subaward on a budget.





















c. At least one of the subaward total cost budgets (direct costs and facilities and administrative costs) is less than $25,000.





















- If the answer is Yes, in addition to entering the subaward(s) DC and F&A costs in your budget, enter the TC amount for each subaward in the boxes provided.





















If the subaward budget(s) continues in the following year(s), see the instructions on those budget tabs (Y3, Y4, and Y5).












































6. Does your project meet all of the following criteria?


No




Continuation Subs: TC Less than $25,000











a. This project includes a subaward or subawards.





















b. I have already included that subaward or subawards on the Y1 budget. This is a continuation.





















c. At least one of the subaward total cost budgets (direct costs and facilities and administrative costs) in Y1 was less than $25,000.





















- If the answer is Yes, in addition to entering the subaward(s) DC and F&A costs in your Y2 budget, enter the TC amounts for both years in the table below.




























Table



















Subaward Name Y1 TC Y2 TC Total

















my name is "a"

0

















my name is "b"

0


































7. Are there any participating graduate students at Mount Sinai on your project?





No

Grad Students











If Yes, you must use the "Federal Grad Student" worksheet tab to calculate the compensation package and follow these instructions:





















- In the "Personnel" section of the budget, do enter the graduate student name, role on the project (e.g., Graduate Student Research Asst) and his/her % effort.





















- In the "Personnel" section of the budget, do not enter a base salary or fringe amount for the Graduate Student.





















Also, choosing yes will allow the form to add the compensation costs from the Federal Grad Student worksheet tab onto this budget.












































8. Are there Non-Grad Student tuition & fees (e.g., tuition for PI of K award) on the budget?




No


Non-Grad Student Tuit/Fees











If Yes, please enter the $ amount in the designated section entitled "Federal Non - Graduate Student Tuition / Fees." Do not enter the cost anywhere else on the budget.












































Questions 9-10: Applicable to Sponsored Projects when the Source of the Funding is Non-Federal



9. Does the extramural funding agency allow using Mount Sinai's standard non-federal fringe rate of 29% on the budget?






Yes
Non-Fed. Fringe Benefits

























































10. Do the budget instructions state that certain costs are excluded from F&A?


No




Non-Federal: Excludable Items from F&A











If the answer is Yes, in addition to entering these costs in your budget, enter the same amounts in the boxes provided.

















































































































Questions 11- 13: Applicable to All Extramural Funding Agencies





















11. Is the extramural funding agency's F&A rate available from the drop down menu of the "F&A Rate" box in the budget?






Yes
F&A Rate











If the F&A Rate is not in the drop down menu, please add the rate in the space provided. Then choose that rate from the "F&A Rate" box in your budget.












































12. Are there personnel on the project for which you need to prorate their effort?


No




Prorating











Examples: Research Nurse working approx. 3.75 hours per week (10% effort) beg. in Month 9 of 12; NIH K awardee on a NIH R01 whose salary you'll need to prorate when the K award ends.











































In addition, if this is a NIH K awardee on a federally sponsored project whose salary you'll neeed to prorate when the K award ends, answer Yes to the "K Awardee" question. >



















Note: If the "prorated effort" appears in the "personnel" section of the budget, use the "prorated effort" rather than the "standard effort" in your budget justification.














































13. Are there personnel on the project whose effort will be fully or partially covered by a cost share?




No


Cost Share Policy












Example: PI devotes a total of 25% effort on the project. You are requesting 15% on this sponsored project budget and 10% on a seed or unrestricted fund.








Cost Share Form




































- Enter the total % effort (i.e., % effort that this budget will cover for AND % effort cost shared) in the "Standard effort" column in the "Personnel" section.






















- Enter only the % effort that this sponsored project budget will cover in the "Cost sharing" section of the budget. The form then automatically calculates the % of the cost share. >






































































Need more lines to enter costs in your budget? Use the tabs that begin with the word "Add." and link the costs to the sections above in this spreadsheet.














































































The words contained in this file might help you see if this file matches what you are looking for:

...Sheet setup rev budget set up questions ref please answer the below so automated calculation formulas on tabs work is source of funding federal yes if this form will calculate fringe benefits salaries using rate and exclude standard excludable items when calculating f amp a no nonfederal how many years your project run period answering question allows for appropriate amounts to populate y summary tab more than one year be same each annual complete only do not any other budgets information populates note that autopopulate see you must meets following criteria nih modular are requesting different modules example r grant in direct costs indirect use template optional budgeting tips excel sample completed at end workbook instructions enter gray areas descriptive text white spaces additional options section bottom eg subawards cost sharing prorating features need these can skip ismms detailed pi name cell agency title gco fund prorate effort s share k awardee yn shared benefit rates all fut...

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