Budget Template - Start Here

Office of Sponsored Programs Author

08/14/2025 Added

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A walk through of the Start Here tab in the Sponsored Programs budget template

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[00:00:00.000]In this video I'll walk through
[00:00:04.810]the start here sheet which is
[00:00:06.800]used to populate the rest of
[00:00:08.340]the
[00:00:08.440]template with basic information.
[00:00:10.560]The first three editable cells
[00:00:13.210]are basic information about the
[00:00:15.500]project. These include the
[00:00:17.810]funding agency who will be
[00:00:19.840]paying UNL, the PI who at UNL
[00:00:22.120]will be
[00:00:22.440]leading the project, and the
[00:00:23.960]project title which is limited
[00:00:25.560]to 140 characters. Next we have
[00:00:30.000]the
[00:00:30.120]project dates. These dates are
[00:00:31.630]very important as they inform
[00:00:33.010]how other sheets should
[00:00:34.100]function. The
[00:00:35.820]start date determines the GRA
[00:00:37.590]health insurance rate and the
[00:00:39.360]personnel sheet. The number of
[00:00:41.450]years
[00:00:41.760]is calculated based on the
[00:00:43.570]start and end dates entered.
[00:00:45.710]Finally the number of years
[00:00:47.610]tells the
[00:00:48.300]rest of the workbook how many
[00:00:49.780]years should be available for
[00:00:51.320]editing and working.
[00:00:52.440]Next we look at what years will
[00:00:53.440]be included in the total
[00:00:54.250]calculation. The annual
[00:00:57.760]increase applies to all
[00:00:58.940]personnel salaries in the
[00:01:00.420]personnel sheet. Individual
[00:01:02.250]increases can be removed and I'll
[00:01:04.540]show you this in the personnel
[00:01:06.350]sheet video, but the default
[00:01:08.160]for each person will be to
[00:01:09.600]increase
[00:01:10.000]future year salaries based on
[00:01:11.890]the percentage entered in the
[00:01:13.770]annual increase cell. The
[00:01:15.420]facilities and administrative
[00:01:17.120]costs also called F&A, indirect,
[00:01:18.980]or overhead costs have two
[00:01:20.880]parts.
[00:01:21.240]The first is the annual
[00:01:21.560]increase. The second is the
[00:01:21.980]annual increase. The third is
[00:01:22.340]the annual increase.
[00:01:22.340]The fourth is the base type.
[00:01:23.340]This determines what amount the
[00:01:25.240]rate will be applied to. The
[00:01:27.320]first base
[00:01:27.860]type is MTDC, which stands for
[00:01:30.000]modified total direct costs.
[00:01:32.340]This is our standard base type,
[00:01:34.880]and is what should be used when
[00:01:36.690]applying the university's full
[00:01:38.650]applicable F&A rate as
[00:01:40.100]stipulated in our rate
[00:01:41.380]agreement. Essentially this
[00:01:43.210]base type is the direct costs
[00:01:44.880]minus
[00:01:45.240]exclusions such as tuition remission,
[00:01:47.980]equipment, capital expenditures,
[00:01:50.570]rent, a portion of
[00:01:52.240]subawards, and participant
[00:01:53.990]support costs. The second type
[00:01:56.680]is TDC, which stands for total
[00:01:59.740]direct
[00:02:00.040]costs. This is a straight
[00:02:01.750]calculation of all the proposed
[00:02:03.760]costs times the rate. We would
[00:02:07.660]use this
[00:02:08.080]base type anytime we are
[00:02:09.480]applying a rate lower than our
[00:02:11.230]federally negotiated rate,
[00:02:12.980]unless the
[00:02:13.680]sponsor specifies a different
[00:02:16.080]rate type. Finally, the third
[00:02:18.650]type is TFFA, which stands for
[00:02:21.020]total federal
[00:02:22.140]funds awarded. This is not as
[00:02:25.140]straightforward since it
[00:02:26.540]includes the total direct costs
[00:02:28.340]plus F&A times the rate.
[00:02:31.720]This rate should only be used
[00:02:33.330]when the sponsor specifically
[00:02:34.920]requires it. USDA has recently
[00:02:37.500]changed
[00:02:37.940]how they calculate TFFA, so if
[00:02:39.920]you have a USDA proposal,
[00:02:41.610]please work closely with me or
[00:02:43.640]your
[00:02:43.780]business center contact to
[00:02:46.130]ensure F&A is being calculated
[00:02:48.760]correctly. The second part of F&A
[00:02:51.570]costs
[00:02:52.040]is the rate itself. UNL's Federally
[00:02:54.540]Negotiated Indirect Cost Rate
[00:02:56.230]Agreement has different
[00:02:58.140]categories including organized
[00:03:00.630]research, ag research,
[00:03:02.570]instruction, other sponsored
[00:03:04.460]activities,
[00:03:05.440]cooperative extension, and off-campus.
[00:03:09.400]The rate used should be
[00:03:10.500]determined based on the
[00:03:11.740]type of work being performed.
[00:03:13.630]The full appropriate federally
[00:03:15.520]negotiated rate should be
[00:03:17.240]requested
[00:03:17.980]unless the sponsor has a
[00:03:19.430]documented policy that requires
[00:03:21.460]a lower rate.
[00:03:21.940]Current F&A rates can be found
[00:03:24.320]at the bottom of this page
[00:03:26.040]along with the F&A base types.
[00:03:28.840]The next section has check
[00:03:31.270]boxes that will open other
[00:03:33.690]sheets in the budget workbook.
[00:03:35.840]For example,
[00:03:37.040]if you know you'll have a subaward,
[00:03:39.510]check the subawards box and a
[00:03:41.530]new sheet will open where you
[00:03:43.440]can enter subaward information.
[00:03:45.230]The cost share box will open
[00:03:47.640]several sheets as well as some
[00:03:50.320]additional
[00:03:50.840]information on this sheet. The
[00:03:51.840]cost share box will open
[00:03:51.840]several sheets as well as some
[00:03:51.840]additional information on this
[00:03:51.840]sheet.
[00:03:51.840]I'll go into this more in-depth
[00:03:54.550]in another video.
[00:03:58.040]The budget report format drop-down
[00:04:00.370]box has several options for how
[00:04:02.640]you can view the compiled
[00:04:04.040]budget. Several of these are
[00:04:06.700]specific to major federal
[00:04:07.840]sponsor formats. There are also
[00:04:10.240]several
[00:04:10.740]included for industry or small
[00:04:13.430]foundations that may not have a
[00:04:16.110]specific format.
[00:04:17.940]In column A, you'll see several
[00:04:19.860]question mark boxes. These are
[00:04:21.490]helpful if you're looking
[00:04:21.740]to fill in the sheet.
[00:04:22.740]There are a couple tips we've
[00:04:23.390]just covered in this video, but
[00:04:24.310]may be useful if you need
[00:04:25.740]a quick refresher as you're
[00:04:27.290]filling in the sheet.
[00:04:28.740]Finally, at the bottom right of
[00:04:31.470]this screen, there is a button
[00:04:34.020]called guidelines for industry.
[00:04:37.740]Selecting this will bring up
[00:04:39.260]some instructions unique to
[00:04:40.790]applying to industry sponsors.
[00:04:42.740]It
[00:04:43.740]will also fill in some basic
[00:04:45.810]information for you, such as
[00:04:48.070]the full research F&A rate and
[00:04:50.440]the burden budget output.
[00:04:51.640]I hope this was helpful for you.
[00:04:54.640]Check out the other videos in
[00:04:56.560]this series for in-depth
[00:04:58.040]instructions on other sheets,
[00:04:59.750]as well as general tips for
[00:05:01.130]using the budget template workbook.

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