1. Universal Budget Spreadsheet Kimberly Fahey Senior Grants and Contracts Specialist Sponsored Programs Office 1

2. Purpose  Provide a tool to use in the preparation of externally funded budgets 2

3. Features Easily distinguish personnel based on appointments Current rates for fringe and F&A are automatically calculated and will be updated accordingly MTDC will automatically calculate the exceptions to the F&A base (equipment > $5,000, patient care costs, first $25,000 of subs) Cost sharing can be captured on this form with appropriate FOAPAL information 3

4. Personnel 12 month faculty appointment 9 month faculty appointment Summer faculty effort Technical/Professional Employees Postdoctoral Associates Graduate and Undergraduate Students 4

5. Cost Sharing Voluntary or Mandatory Salary, Wages and Fringe NIH Salary Cap Contributed Effort by definition or by default Other Direct Costs Supplies, Services, Facilities, Equipment, etc. Tuition Remission F&A F&A unrecovered due to sponsor F&A limitations/prohibitions F&A line item on cost shared items (subject to standard MTDC rules) -We will not report voluntary or salary cap cost sharing to the sponsor. Tracking this information is for internal purposes. 5

6. Benefits Automatic calculation with current rates Simplify review at the department, college, school and research administration offices Compare and contrast requested and cost share items side by side If application is funded, numbers can be easily updated as necessary, and summary with account codes generated to be sent to Research Accounting Services 6

7. Questions/Feedback 7