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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
  • 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

Cost Sharing

  • 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

 

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