Budget Template - Cost Share

Office of Sponsored Programs Author

08/14/2025 Added

0 Plays

Description

A walk through of the Cost Share tabs in the Sponsored Programs budget template.

Searchable Transcript

Search:

[00:00:00.000]In this video I'll walk you
[00:00:02.700]through how to enter cost share
[00:00:04.760]into UNL's budget
[00:00:05.880]template. Cost share is entered
[00:00:07.670]on various sheets which are
[00:00:08.960]made available by
[00:00:10.020]selecting the cost share check
[00:00:12.040]box in the start here sheet.
[00:00:14.040]The first place to
[00:00:15.640]start is in the cost share F&A
[00:00:17.350]box in the start here sheet.
[00:00:19.200]This is where you
[00:00:20.200]would enter the F&A base type
[00:00:21.730]and rate applied to the cost
[00:00:23.220]share, typically the
[00:00:24.660]appropriate federally
[00:00:25.910]negotiated rate, and you can
[00:00:27.480]select if unrecovered F&A
[00:00:29.120]should be used as part of the
[00:00:30.730]cost share. Unrecovered F&A
[00:00:33.020]applies when our
[00:00:34.400]request budget from the sponsor
[00:00:36.900]is limited and the cost share
[00:00:38.860]is required or
[00:00:39.840]encouraged. In that case the
[00:00:41.590]difference of our full federally
[00:00:43.720]negotiated rate
[00:00:44.880]minus the amount applied to the
[00:00:46.740]request would be considered the
[00:00:48.690]unrecovered F&A.
[00:00:51.340]In the CS personnel sheet it's
[00:00:53.990]noted in each personnel section
[00:00:56.870]that the names
[00:00:58.240]base salaries and appointment
[00:01:00.020]types pull in from the
[00:01:01.230]personnel sheet. In this
[00:01:03.340]sheet all that you will need to
[00:01:05.340]enter is the amount of effort
[00:01:07.280]that is committed
[00:01:08.280]in the proposal but is not
[00:01:10.400]included in the request budget.
[00:01:13.440]Like the CS personnel
[00:01:15.460]sheet the equipment and other
[00:01:17.460]direct cost descriptions in the
[00:01:19.620]CS direct cost
[00:01:20.620]sheet pull from the direct cost
[00:01:22.960]sheet. Each output sheet will
[00:01:25.390]have a cost share section
[00:01:27.360]that will either detail the
[00:01:29.310]cost share budget or provide an
[00:01:31.560]annual total for
[00:01:33.120]the cost share depending on how
[00:01:34.510]the different sponsors want to
[00:01:35.900]see the cost
[00:01:36.540]share. Finally the budget
[00:01:39.080]template includes a cost share
[00:01:41.240]allocation sheet
[00:01:42.180]which is designed to help
[00:01:43.780]designate individual cost
[00:01:45.550]shared lines to multiple
[00:01:47.600]funding sources. Note that this
[00:01:49.860]sheet is an optional tool that
[00:01:51.790]can be used when
[00:01:52.860]it's helpful but is not
[00:01:54.190]required for all budgets with
[00:01:55.980]cost share.
[00:01:56.480]This sheet can be activated in
[00:01:58.410]the start here sheet. To get
[00:02:00.800]started in this sheet select
[00:02:02.580]the number of cost share
[00:02:04.640]sources. These sources
[00:02:05.780]typically include the
[00:02:06.620]departments and colleges
[00:02:07.900]of the senior personnel on the
[00:02:10.020]project. Next fill in the
[00:02:11.770]yellow cells with the names of
[00:02:13.600]the different sources. From
[00:02:15.350]there you can select the way
[00:02:16.890]you distribute the costs either
[00:02:18.880]by percentage or dollar amounts.
[00:02:21.310]The sum of the percentages
[00:02:23.090]should total 100 percent and
[00:02:25.600]the dollar amount should total
[00:02:28.680]the amount listed in column b.
[00:02:31.660]Once the personnel is divided
[00:02:33.140]across
[00:02:33.440]the appropriate cost sharing
[00:02:34.940]sources the fringe benefits
[00:02:36.380]will default to the same split
[00:02:38.000]for each
[00:02:38.800]personnel line. If this needs
[00:02:41.320]to be changed you can unhide
[00:02:43.450]the individual fringe benefits
[00:02:46.080]lines
[00:02:46.480]and make the necessary changes.
[00:02:49.210]The other direct costs can be
[00:02:51.470]divided as appropriate using
[00:02:53.750]either
[00:02:54.080]percentages or dollar amounts.
[00:02:56.080]F&A will follow the same
[00:02:57.600]distribution as the direct
[00:02:58.960]costs.
[00:02:59.200]To the right there is the
[00:03:01.320]option to change the type of
[00:03:03.760]cost share being provided
[00:03:05.920]either cash or
[00:03:06.880]in-kind and the selection made
[00:03:08.890]here will determine the totals
[00:03:10.910]in lines 191 through 194. Below
[00:03:14.960]these
[00:03:16.160]there is an option to view the
[00:03:17.840]annual cost share allocation
[00:03:19.590]which is also split into cash
[00:03:21.360]and in-kind.
[00:03:22.960]The purpose of this sheet is to
[00:03:24.600]help finalize who will be
[00:03:25.970]covering which cost shared
[00:03:27.680]expenses prior to submission to
[00:03:29.950]ensure everyone is aware of and
[00:03:32.120]on board with the cost shared
[00:03:34.000]plan.
[00:03:34.320]It will also make it easier for
[00:03:36.380]knowing what dollar amount to
[00:03:38.460]use in the new ramp cost share
[00:03:40.480]routes.
[00:03:40.880]I hope this was helpful for you.
[00:03:43.840]Check out other videos in this
[00:03:46.280]series for in-depth
[00:03:47.360]instructions on other sheets as
[00:03:48.990]well as general tips for using
[00:03:50.490]the budget template workbook.
[00:03:52.960]Thank you.

The screen size you are trying to search captions on is too small!

You can always jump over to MediaHub and check it out there.

Comments

0 Comments

Budget Template - Cost Share

Description

Searchable Transcript

Comments icon comment

Related Channels

Comments