W riting a Proposal Budget: Lab March 1 1 th , 2 0 1 5 Introductions - PowerPoint PPT Presentation

W riting a Proposal Budget: Lab March 1 1 th , 2 0 1 5

Introductions  Robert Pattison • Contracts & Grants Officer, OR-Sponsored Programs  Chris Dye-Hixenbaugh • Contracts & Grants Officer, OR-Sponsored Programs  Kelly Musselman • Contracts & Grants Analyst, OR-Sponsored Programs  Aaron Trammell • Training Officer, OR-Sponsored Programs  Who are you? • Name, department, and how long you have been at the University?

Outcomes  You should leave class today with the knowledge of the working parts of a budget and how to put together and apply those parts.

What We Do Sponsored Programs is responsible for reviewing and submitting research proposals, and negotiating and accepting awards on behalf of the Regents. Our office is also responsible for drafting, negotiating, and executing subawards for collaborative research. *Please see Policy # PPM 230-01 and PPM 230-02 http://manuals.ucdavis.edu/ppm/230/230-01.pdf http://manuals.ucdavis.edu/ppm/230/230-02.pdf

Materials… • Today’s Handout • Exercise Packet • Available online • Power Point presentation • Information Packet http://research.ucdavis.edu/proposals-grants-contracts/spo/spo-training/

Lets get started! Case Study – What else could be wrong? • Please turn to the first page of your Exercise Packet

Sponsored Program s Office

Task 1: Budget Overview & Preparation Please take a minute to read the Budget Overview located on page 2 of your handout. (use page 3 and 6)

Sponsored Program s Office $131,000 $39,990 $38,748 12 9 12 $14,556 $3,333 $3,229 Only the PI has a merit on 1.02 1.00 1.00 this $14,847 $3,333 $3,229 project 33.3% 20.7% 1.3% 35.7% 21.2% 1.3% 53.5% $11,179 1.10 $12,297

Task 2: Personnel: Salaries & Wages (use page 3, 6, and 8)

September, 2013 September, 2014 September, 2015 November, 2013 December, 2013 November, 2014 December, 2014 November, 2015 December, 2015 February, 2013 February, 2014 February, 2015 January, 2013 October, 2013 January, 2014 October, 2014 January, 2015 October, 2015 August, 2013 August, 2014 August, 2015 March, 3013 March, 2014 March, 2015 June, 2013 June, 2014 June, 2015 April, 2013 April, 2014 April, 2015 May, 2013 May, 2014 May, 2015 July, 2013 July, 2014 July, 2015 Calendar Year (CY) 13 Calendar Year (CY) 14 Calendar Year (CY) 15 January 1, 2013 – December 31, 2013 January 1, 2014 – December 31, 2014 January 1, 2015 – December 31, 2015 Fiscal Year (FY) 13 Fiscal Year (FY) 14 July 1, 2013 – June 30, 2014 July 1, 2014 – June 30, 2015 Academic Year (AY) 2013-14 Academic Year (AY) 2014-15 Fall Qtr. (Sept.-Dec.) Winter Qtr. (Jan.-Mar.) Fall Qtr. (Sept.-Dec.) Winter Qtr. (Jan.-Mar.) Spring Spring Qtr. (Mar.-Jun.) Qtr. (Mar.-Jun.) Summer Partial June, July, August, Partial September

Sponsored Program s Office Personnel Sum of Salary and Benefits Amount you calculated This is (Monthly Rate)*(Effort Person Months) on Task 1 Handout This is (% effort)*(# of months) $14,847 20% 1.20 $17,816 $5,933 $23,749 20% $8,908 $3,180 $12,088 $14,847 0.6 $3,333 50% 3 $9,999 $2,070 $12,069 $12,119 $3,333 50% 3 $9,999 $2,120 $3,229 50% 4.5 $14,531 $189 $14,720 $9,813 $3,229 100% 3 $9,687 $126 $70,940 $13,618 $84,558 This is (Salary)*(Benefit Rate)

Task 3 & 4: Consultants, Equipment, and Supplies (use p. 3-4 & 8)

BREAK

Task 5, 6, 7: Travel, Other Direct Costs, and Subawards (use p.4, 6 & 8)

Sponsored Program s Office We have no consultants Other Categories on this project $0 Pipetting System $19,200 $19,200 Make sure to add $2,430 Spectrophotometer the 20% for S&H Glassware $5,000 and tax Chemicals & Reagents $10,000 Lab Supplies $2,500 $19,930 $3,000 $2,500 $5,500 2 quarters in AY 13-14 $22,358 1 quarter in AY 14-15 $12,297 $34,655 Stanford $100,000 UCLA $20,000 $120,000

Some Definition (found on page 20-21 in your take home packet) • Modified Total Direct Costs (MTDC) - The Modified Total Direct Cost base, or MTDC, is used per the University's negotiated rate agreement. This includes most direct costs, including all salaries and wages, fringe benefits, materials and supplies, services, travel, and subgrants and subcontracts up to the first $25,000 of each subgrant and subcontract (regardless of the period covered by the subgrant or subcontract). Equipment, capital expenditures, charges for patient care and tuition remission, rental costs, scholarships, and fellowships, as well as the portion of each subgrant and contract in excess of $25,000 shall be excluded from modified total direct costs. • Total Direct Costs (TDC) - Total Direct Costs are calculated the same way that we calculated MTDC. The difference is that there are no direct cost category exclusions. Because this is not the cost base on which our negotiated rate agreement is based, you should only use this cost base if the sponsor specifically requires you to do so. • Total Cost (TC) - As with Total Direct Costs, you should only use Total Costs as a cost base if the sponsor specifically requires it. Calculating your indirect costs using a cost base of Total Costs is a bit more complicated than MTDC and Total Direct Costs. Your first step will be to determine your Total Costs.

Task 8 & 9: F&A Cost and Total Budget (use p.4-6, & 8)

Sponsored Program s Office MTDC and F&A $283,843 53.50% $134,988 $72,219 $356,062 $283,843 $19,200 $34,655 $120,000 $25,000 $134,988 We do not charge Modified Total Direct Costs: Deduct equipment, capital expenditures, patient care, F&A to sister tuition remission, rental costs, scholarships, campuses fellowships, and the portion of each subgrant which exceeds $25,000.

Examples of Budget Justification Language (Found on p. 11-17)

Questions?  What questions do you still have?  Don’t forget your evaluation forms

Thank you!