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Budget Forms

Budget Forms. Standard Form 424A: BUDGET INFORMATION – Non-Construction Programs RESEARCH & RELATED BUDGET (a.k.a. SF-424A R&R) Modular Budget PHS 398 Budget pages consisting of: 1)Detailed Budget for Initial Budget Period; 2) Budget for Entire Proposed Project Period: 3) Checklist.

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Budget Forms

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  1. Budget Forms • Standard Form 424A: BUDGET INFORMATION – Non-Construction Programs • RESEARCH & RELATED BUDGET (a.k.a. SF-424A R&R) • Modular Budget • PHS 398 Budget pages consisting of: 1)Detailed Budget for Initial Budget Period; 2) Budget for Entire Proposed Project Period: 3) Checklist

  2. SF 424A Budget Information – Non-Construction Programs • Used for applications for federal funding unless otherwise specified • Separates federal and non-federal funds in Section A • Requires break down of total budget (federal AND non-federal together) by categories in Section B • Breaks down cost share/match by source in Section C • Breaks down federal funds needed for Year 1 by quarters in Section D • Shows federal future year totals in Section E (Note: First Year is Year 2 of the application) • Shows total direct and indirect costs in Section F

  3. Research & Related Budget • Detailed budget most commonly seen in NIH applications in grants.gov format • Requires completion of the details of each budget year • Consists of three pages per year, plus cumulative budget page that is automatically filled out • Budget Justification is one document that covers all years. User cannot move to year 2 until they attach a document for Budget Justification • PI effort must be greater than zero • Subaward budgets are attached using R&R Subaward Budget Attachment Form and follow the same format

  4. Modular Budget • Applicable only to R01, R03, R15, and R34 applications • Cannot be used by non-US institutions who are primary applicants • AHRQ does not accept modular budgets • Request $250,000 or less per year for direct costs in modules of $25,000 • Consortium F&A costs are not factored into the direct cost limit • Must separate out consortium F&A on the form • Budget justification is limited to personnel, equipment, consortium, and variance between the number of modules in budget years

  5. PHS 398 Budget Forms • Used primarily for paper applications and for providing budget information to prime institution when Tufts is a subawardee • Form page 4 and Form page 5 contain only direct costs for Tufts. Consortium/Contractual Costs and Facilities and Administrative Costs on these pages refer to subawards from Tufts to other organizations • Tufts F&A is shown only on the Checklist

  6. Institutional Information • Cognizant Federal Agency (Agency Name, POC Name, and POC Phone Number): DHHS, Robert Aaronson, 212-264-2069 • Current F&A Agreement date is 6/21/2011 • Indirect Cost Type: Modified Total Direct Costs (MTDC) • Indirect Costs Rates for Grafton: 65% (research); 37% (other). Off-campus: 26% • Indirect Costs Base: Total costs minus equipment, tuition, and portion of EACH subcontract in excess of $25,000 (some other expenses are excluded, but they are rarely present in budgets)

  7. Tufts rate information on the web • F&A and fringe information is posted on ORA web site under Write and Submit Proposal – Budget Figures and Rates: http://researchadmin.tufts.edu/?pid=49&c=121 • Current Rate Agreement in pdf is available on Budget & Accounting web site under Cost/Capital Analysis: http://finance.tufts.edu/budgetacc/facilities-and-administration-overhead-rates/

  8. Most common problems • F&A on subcontracts: the first $25,000 of EACH subcontract are subject to overhead. • Equipment: only articles of tangible nonexpendable property having a useful life of more than one year and acquisition cost of $5,000 or more PER UNIT • The term in-kind is reserved for third party contributions • Personnel budgets must use fringe rates in effect at the time of submission to the agency • Voluntary cost share is discouraged

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