Budget and Cost Sharing

1. Click the +Add Budget button.

2. Enter the Direct Cost, and F&A Cost for each Budget Period.
NOTETotal Sponsor Cost will calculate automatically and cannot be modified. 

3. Click the Period Start Date or Period End Date to modify the Budget Periods (optional).

NOTE: For proposals with non-standard budget periods (ex: occasional DOE submissions), you may adjust budget period start and end dates, as long as the start date for the first budget period and the end date for the final budget period match the project period listed in the “Basics >> Proposal Details” tab.

4. Click the +Add Budget Period to add additional budget periods (optional).

5. Click the Save button.

6. If your proposal does not commit cost share, skip to step 10.  Otherwise, click on Cost Sharing.

7. Click the +Add Cost Sharing button.

8. Enter the cost share Source Type, Amount, and Cost Share Type.

  • Contributed Effort: salaries/benefits paid by the University in support of activities devoted to the project by the PI/faculty member or other academic personnel.

  • Cost Share F&A (including unrecovered): A combination of the two types of cost share F&A that may be included in a proposed budget.

    • Calculated F&A – the indirect costs derived from any cost share committed in a proposed budget (the F&A auto-calculated from the cost-share column of a standard budget template).

    • Unrecovered F&A – The difference between the federally negotiated F&A rate applicable to the award and the actual F&A rate approved by the sponsor and used in assessing indirect costs (Sponsor permission must be granted to include unrecovered F&A as a portion of the cost share commitment).

  • Hard Match: Cost share costs borne by the university NOT INCLUDING contributed effort. **defines data captured in the specific “source type” field, for purposes of tracking at proposal stage. NOT AN OFFICIAL POLICY DEFINITION. See OBFS 16.1.3 and the University CAM for official definitions**

  • Third Party Entity: The value of non-cash contributions that third parties provide to the project. Third parties must provide documentation to support the use of the funds as university Cost Sharing and a certification of the fair market value of the non-cash contribution provided.

  • Other In-kind: Institutional costs that are not effort and do not require the commitment of a fund, e.g. Tuition Remission costs, donated time on pre-existing equipment, etc.

NOTE: If Contributed Effort is selected, complete Unit Details and Contributed Effort Individual. All values are converted into dollars.

NOTE: If Hard Match is selected, complete Unit Details.

NOTE: If Third Party Entity is selected, complete Third Party Entity information.

9. Click the Save button.

    NOTE: Total Cost Sharing amount should reflect the sum of all proposed cost share commitments on the project.

10. Click the Return to Proposal button.

11. Click the Save and Continue button to advance to the next screen.

Job Aids for Budget, Cost Share, and Approval-Access Tabs