Nates Webpages
- Budget
- Budget Categories
- Preaward/Proposals
- Personnel
- PeopleSoft
- Procurement
- PCard
- Travel
- Non-Employees
- Tools
Site Search
Budget
Budget Development Workshop
Purpose of the Workshop
What is a budget?
Budget Spreadsheet (xls)
- 1 Year Budget
Budget Categories - Definitions (view all definitions)
- Salaries
- Salary Calculator
(xls)
- Tool to calculate salary cost of UH personnel (ie. Faculty, Staff, GA, etc.)
- Overload Calculator
(xls)
- Tool to calculate overload cost of faculty over a period less than the full 3 months
- Exception: If the faculty is receiving full 3 Months of overload then the total overload cost will be the actual annual salary divided by 3
- UHPA & APT Salary Schedules (OHR website)
- US Department of Labor Occupational Employment & Wage Estimates
- Use this website to obtain market rates for various personnel that may be employed by the project
- Graduate Assistant Stipend Schedule
(pdf)
- Only use the 11-Month Personnel section - all GA's hired on an extramural account are on a 11 month appointment
- Graduate Assistant Overload Calculator
- GA's can work an additional 50% FTE
- Graduate Division approval is required during the academic year
- Student Assistant
- Salary Calculator
(xls)
- Fringe Benefits
- Fringe Benefits Rates (ORS website)
- Actual fringe benefits rates may vary, this is a good estimate for budgeting purposes
- Subawards/Subcontracts
- Collaboration (partners) with another institution/agency
- Consultants
- Materials & Supplies
- If cost >= $5000 and useful life >= 1 year, then should be categorized as "Equipment"
- Travel
- Printing & Publications
- Utilities & Communications
- eg. Long Distance Phone Charges, Postage for mailing of surveys
- Rentals
- eg. Off-Campus space (conference/meeting rooms), photocopier rental
- Repairs
- eg. project equipment
- Participant Support Costs
- for training purposes
- Post Doctoral Fellowship
- for training purposes
- Equipment
- Cost >= $5000 and has a useful life >= 1 year
- Other
- Indirect Costs
- University of Hawaii Indirect Costs Rates (ORS Website)
- Calculation excludes Rentals, Participant Support Costs, Post Doctoral Fellowships, & Equipment (this is called "Modified Total Direct Costs" - MTDC)
- Various agencies may not allow any indirect costs or may limit the amount of the indirect costs. Please check your proposal instructions
- If not required, it is strongly discouraged by UH Administration
- Fringe Benefits (use 22% of Salary)
Sample Budget Justification/Narrative (word doc)
- Address any unusual costs such as food, beverages, leis, research incentives (cash, gift certificates, candy), etc.
Proposal Submission Process (if time available)
- ORS Form 5
- PI must sign, can't be delegated
- print on yellow paper
- Various offices involved in the process
- Dept, SSRI, ORS
- Other Issues
- CHS, IACUC, EHSO, etc.
- Grants.Gov
Common Mistakes and Helpful Hints
- Round to the Dollar
- Space requirements (eg. Where is your GA going to be housed?)
- Using the correct indirect costs base and rates
Evaluation Form - remind attendees to complete the form