Budget Forms - Title and General Information

A title for the budget will be automatically popluated from the proposal forms.  The user may edit as needed.

Select anticipated method of funding:

• Direct Agreement

• Interagency through NSF

This response drives the application of the NSF Administrative Cost Recovery Fee to the budget.  If the user chooses “Interagency Agreement” the NSF Administrative Fee will be applied to the budget.

Does the Budget include Subaward or Subcontract activities to another organization(s)?

It is important to note that if the user plans to enter a Subaward or Subcontract in the Budget Purchased Services Grid they MUST enter the institution/activity on the designated Subaward/Subcontract Information SmartForm page and therefore MUST answer “Yes” to this question.  They will receive an error in the Budget Grids if they do not.

Does the budget include Co-Sponsorship of NSF Base Funding?

If the user answers “Yes” the system will allow creation of an accompanying Co-Sponsorship budget that is associated with the budget. The user can access this budget through the toggle switch available in the Budget Grids.

The budget calculations will default to current Fiscal Year approved rates.  Does this budget require the use of a different Fiscal Year rate?

• The user must still designate which FY rates to use as part of the Budget SmartForm. 

•  Between approximately April-September of each year, the user can choose between the current Fiscal Year’s rates or to use the proposed rates for the next Fiscal Year. The user will need to determine this based on the period of performance and at the direction of the sponsor. From October until April of the next year the user will not have an option to change rates and this question will default to the only available rate.
• Only the Budget Office has the authority to overwrite the  rate applied.  (Contract your Entity Budget Office for assistance.)