Budget Overhaul Presented by: Lindsay Larscheidt (Grants & Contracts Office) & Francine Houchens (Research Systems)

Background: Feedback from eBridge users Administrative burden completing funding proposal budgets in eBridge for some proposal types E.g., modular budget preparation in eBridge Support from Sponsored Programs & Research Compliance Opportunity to expand original project Feedback: At proposal the admin burden is high.

Modular budgets require more detail at time of award. Solution: Option to create a standard or condensed budget. Modular budgets generally require personnel and a module amount at proposal. Modular – if equipment, subs, or patient care costs are added then more detail required at proposal Modular budgets require more detail at time of award.

Impact to Proposal Types: Applies to the following: Does not apply to the following: Budget pages are predetermined Federal, non-modular Federal, modular Non-profit Internal For-Profit For-profit clinical trial Non-profit clinical trial Gift F-series S2S T-series S2S

Budget Types Pre-Budget Overhaul: Modular Budget

Budget Types Post-Budget Overhaul: Standard Budget Condensed Budget Standard Modular Budget Condensed Modular Budget

The Personnel page will always be Standard. Standard vs. Condensed Standard Budget: Sponsor requires a detailed, line item budget (e.g., by expenditure type) Condensed Budget: Sponsor requires minimal budget information (e.g., by category) “build your budget” = standard “before…” = standard The Personnel page will always be Standard.

Standard Budget Use for: Same eBridge budget pages as before Federal, non-modular Non-profit Internal For-profit Use for: Same eBridge budget pages as before All categories are available (e.g. equipment, supplies, other, travel, trainee) Complete list of expenditure types available in drop down menus Use this budget type only if your practice is to build your budget in eBridge. RECOMMENDED USE

DEMO!

Condensed Budget Use for: Category level detail only Federal, non-modular Non-profit Internal For-profit Use for: Category level detail only All categories are available (e.g. equipment, supplies, other, travel, trainee) No expenditures to select in a drop down Only page that remains the same as before (Standard) is the Subawards page. (seen in Demo) Use this budget type if it is not your practice to build your budget in eBridge. RECOMMENDED USE

DEMO!

(Direct Costs $250K or less) Standard Modular Budget NIH, modular only (Direct Costs $250K or less) Use for: Same eBridge modular budget pages as before All categories are available (e.g. equipment, supplies, other, travel, trainee) Complete list of expenditure types available in drop down menus Unbudgeted Funds page replaces Modular Offset At proposal, all unbudgeted funds must be allocated and budget cannot be over $250K in Direct Costs Use this budget type only if your practice is to build your budget in eBridge. RECOMMENDED USE

DEMO!

(Direct Costs $250K or less) Use for: Module selection required Increments of $25,000 Only Personnel requires full detail Unbudgeted Funds (Condensed) At proposal, unbudgeted funds are acceptable but budget cannot be over module selected. All categories available at time of award (like Condensed Budget) and further category allocation will be required at award. NIH, modular only (Direct Costs $250K or less) Condensed Modular Budget Unbudgeted funds = funds for everything except Personnel on your project. Additional box in the “Submit to GCO” activity confirming that the module selected is appropriate for the project Use this budget type for all NIH modular budget applications. RECOMMENDED USE

DEMO!

Helpful Hints: As of August 4th, 2018, all applications in either a “Presubmission” or “Changes Requested/Required” state will be set to a Standard Budget. Changing the budget type will reset all budget pages, except the Personnel page. The budget type selected is the budget type used for the length of the project. E.g. If you select Condensed at proposal, you will have Condensed at award. Importance of the Budget Justification High level of detail to support all costs required Applicable to all budget types and all applications Recommended to write your justification first before entering data into eBridge In general, MCW Budget Preparation Policy (RS.GC.070) remains unchanged. Costs need to be allocable to a grant and justified. Unbudgeted funds  watch summary along top of the grid pages to assist in evaluating total Unbudgeted Funds. Use the Budget Overhaul Guide! Budget Overhaul Guide: Interactive guide available on the GCO website (along with other resources such as this presentation, recording, links to policy, etc.). Snapshot of each Budget Type to show the grid pages available and helpful hints for every Budget Type. Appendix of screenshots from eBridge to show additional detail for each Budget Type also included in the guide.