Enter information in Summary tab Verify rates Adjust period boundaries. Select cost elements Enter details

Transcription

1 Creating the Budget Overview f the Budget Prcess The prcess f creating a new budget includes the steps shwn belw. This chapter als includes infrmatin abut cpying and mdifying an existing budget and abut creating a mdular budget. Create a New Budget Enter infrmatin in Summary tab Verify rates Adjust perid bundaries Add Details fr the First Perid Persnnel Line Items Create Budget Persns list Select cst elements, add persns Enter details Nn-persnnel Line Items Select cst elements Enter details Generate Remaining Budget Perids with Inflatin Inflatin rate determines the amunt that cst increase Subcntract Line Items Select cst elements Enter details Uplad subcntract budgets Make Any Necessary Adjustments Delete line items Add line items Mdify cst details Adjust limits and sync Distribute Cst Sharing Additinal Infrmatin Mdify an Existing Budget Print a Summary Reprt Finalize the Budget Create a Mdular Budget

2 Budget Screen The budget screen (CREATE BUDGET FOR PROPOSAL r MODIFY BUDGET FOR PROPOSAL) cnsists f a SUMMARY tab, TOTAL tab, and a tab fr each budget perid. Icns specific t creating and mdifying the budget are n the secnd tlbar. That tlbar is shwn here. Icns are shwn when they are used in the instructins that fllw. Opening a Budget Whether yu are creating a new budget, creating a new versin, r mdifying a budget, yu have a chice f tw methds fr pening a budget: Search fr the prpsal. Highlight it in the DEVELOPMENT PROPOSAL LIST screen and select Edit > Budget. If yu have the prpsal pen, frm the PROPOSAL DETAILS screen click the Prpsal Budget icn r select Edit > Budget. If anther user is wrking n the prpsal, use Edit >Budget. This allws yu t pen the budget in Mdify mde if anther user is nt mdifying the budget. If yu are the nly persn wrking n this prpsal, yu can use either methd. Typically when yu pen a budget the SELECT BUDGET windw pens. In sme special situatins ther windws pen first. Special Situatins When Opening a Budget These windws might pen befre the SELECT BUDGET windw. Appintments Windw This ccurs when smene listed n the INVESTIGATOR tab r the KEY PERSON tab has mre than ne appintment. Select the Primary Appintment r the ne with Appintment Type 9M DURATION if the persn is a faculty member r 12M DURATION fr all ther emplyees. Click OK. Sync Budget Persns Windw This situatin typically ccurs when smene is added t the INVESTIGATOR tab r the KEY PERSON tab frm the Rldex. Accept the Ceus suggested cde, r enter a Jb Cde and click OK. 2

3 Select Budget Windw The SELECT BUDGET windw cntains the fields and buttns listed belw. Prpsal Number Supplied by Ceus when the prpsal is created. Spnsr Entered in the PROPOSAL tab f the PROPOSAL DETAILS screen. Budget Status Remains at Incmplete until yu change it. Final Versin The budget versin yu select t send t the spnsr. Pinting hand icn This icn pints t the selected budget versin. Versin Budget versins are numbered sequentially by Ceus. Start Date Enter in the SUMMARY tab f the BUDGET screen. End Date Enter in the SUMMARY tab f the BUDGET screen. Ttal Cst Calculated by Ceus. Final (checkbx) The budget versin yu select t send t the spnsr. OK Save changes and clse the SELECT BUDGET windw. Cancel Clse the SELECT BUDGET windw withut saving. New Create a new budget versin. Mdify Open the selected budget versin in mdify mde. Display Open the selected budget versin in read-nly mde. Cpy Cpy the selected budget versin t create a new versin. Read-Only Fields These read-nly fields display infrmatin abut the selected budget versin: Direct Cst Calculated by Ceus frm data yu enter in budget line items. Underrecvery Nt used at UC. Indirect Cst Calculated by Ceus. Residual Funds Enter in the SUMMARY tab f the BUDGET screen. Cst Sharing Calculated by Ceus. OH Rate Type Select in the SUMMARY tab f the BUDGET screen. Cmments Enter in the SUMMARY tab f the BUDGET screen. Last Updated Date and time f the last update t the budget. Updated User Name f the user wh made the last update. 3

4 Creating a New Budget 1. Open the SELECT BUDGET windw (see Opening a Budget, page 2). 2. Click New. The CREATE BUDGET FOR PROPOSAL screen pens. 4

5 3. Enter infrmatin in tabs f this screen as explained in the fllwing sectins. Entering Infrmatin in the Summary Tab Users may need t enter infrmatin in the white, editable fields f the SUMMARY tab: Start Date and End Date: Ceus fills these fields with the start and end dates entered in the Details tab. Verify these dates and mdify them as apprpriate. Residual Funds: Enter the amunt that remains if the prpsal is a cntinuatin r renewal and funds remain frm the previus award. Ttal Cst Limit: Yu can use this field as a reminder, but it is nt necessary t fill it in. This is the maximum cst (including indirect csts) t be cvered by the award. Ttal Direct Cst Limit: Yu can use this field as a reminder, but it is nt necessary t fill it in. This is the maximum cst direct csts t be cvered by the award. OH Rate Type: Ceus displays the maintained verhead (OH) Type fr the Activity Type selected in the PROPOSAL tab f the PROPOSAL DETAILS screen. In mst cases, this rate type shuld be left at the displayed setting unless there is a reasn t make a change. Budget Status: Displays the status. UR Rate Type: Nt used at UC. Mdular Budget (checkbx) Select this checkbx t mark this budget as an NIH mdular submissin style. Submit Cst Sharing (checkbx) The default is checked t submit t publish budgeted cst share expense n the apprpriate Grants.gv s2s frms. Uncheck the bx t prhibit ALL the cst share expenses frm appearing n the Grants.gv frms OR Keep the bx checked t submit all r cntrl the inclusin f c/s expense at each line item detail. On/Off Campus Use the On/Off campus selectin t verride the cst element verhead mapping. Select Off t have Ceus apply the maintained Off Campus Overhead rates t all the budgeted cst elements, despite the cst element descriptin f On Campus. Select On t have Ceus apply the maintained On Campus Overhead rates t all budgeted cst elements, despite the cst element descriptin f Off Campus. Select Default t have Ceus apply the maintained OH rate fr that cst element. Default allw fr the inclusin f bth On- and Off-campus rates in ne budget. Nte: If yu change any f the Rates (OH, r On/Off Default) a message displays asking yu t recalculate. Click Yes. This message als displays if yu made a change t the Activity Type in the PROPOSAL DETAILS screen. Cmments: Ntes in this field can be viewed nly by Ceus users and reviewers. Use these cmments t distinguish between different versins f the budget. (Fr example, yu might enter 2 Pstdcs, 3 RAs in ne versin and N Pstdcs, 4 RAs in anther.) 5

6 Budget Summary Tab: Read-Only Fields These fields in the upper prtin f the SUMMARY tab display infrmatin abut the selected budget versin: Versin: The versin f the budget. Ttal Cst: Sum f csts in all perids, calculated by Ceus frm data entered in the budget. Direct Cst: Ttal f direct csts in all perids, calculated by Ceus frm data entered in the budget. Indirect Cst: Ttal f indirect csts in all perids, calculated by Ceus frm data entered in the budget. Underrecvery: Nt used at UC. Cst Sharing: Ttal f cst sharing in all perids, calculated by Ceus frm data entered in the budget. Prpsal Hierarchy: An icn that shws the prpsal's status in a hierarchy. Budget Summary Tab: Optinally Editable Fields If yu create a detailed budget, the Summary budget fields will cntain ttals entered by Ceus, which are then read-nly: yu cannt mdify the cntents f these fields. Alternatively, users can directly enter perid budget ttal data int the fields instead f creating detailed perid budgets. This practice can be useful when spnsrs d nt require any budget details at the time f submissin, but still require the anticipated budget ttal t appear n the SF 424 R&R. Start Date: Budget perid start date End Date: Budget perid end date N. f Mnths: Number f mnths in budget perid Ttal Cst: Budget perid ttal csts t spnsr (direct + indirect) Direct Cst: Budget perid direct cst ttal Indirect Cst: Budget perid indirect cst ttal Cst Sharing: Budget perid cst sharing ttal Underrecvery: Nt used at UC at this time Adjusting the Budget Perid Bundaries The Ceus default creates 12-mnth budget perids, but yu can adjust the number f perids and the number f mnths in each perid as needed t respnd t spnsr requirements. See the sectin n nn-default budget perids fr tips n thse budgets. 1. Open the prpsal in mdify mde. 2. On the PROPOSAL tab f the PROPOSAL DETAILS screen revise the entries in the Start Date r End Date field (r bth) if needed. 3. Click the Save icn r select File > Save. 4. Open the budget and select the budget versin t adjust. Click Mdify. 5. On the budget SUMMARY tab change the entry in the Start Date r End Date field r bth s that the dates agree with thse yu entered in step 2 fr PROPOSAL DETAILS. 6. Select Budget Perids > Adjust Perid Bundaries. The DEFINE PERIODS windw pens. 6

7 7. Use the buttns fr the fllwing actins: a. Add Add a perid at the end f the list. b. Insert Insert a perid befre the selected perid. The selected perid has the pinting finger icn t the left and is highlighted in yellw. T select a perid, click in the rw. c. Delete Delete the selected perid. d. Default Sync t the default 12-mnth perids defined by the Start Date and End Date n the SUMMARY tab. TIP Default is the mst efficient way t quickly synchrnize the budget perids t 12 mnth increments based n the updated Start and End dates input n the Budget Summary tab. 8. Click in the Start Date r End Date field and enter r revise the date in mm/dd/yyyy frmat. 9. Click OK t save changes r Cancel t take n actin. Any changes are reflected in the grid at the bttm f the SUMMARY tab. 10. A prmpt appears t synchrnize the prpsal rates with the currently maintained rates. a. Click Yes t have the current rates applied t the rates table and calculated. b. Click N if updated rates are nt apprpriate (this is rare); r if yu intend t manually edit and sync the rates at a later time. Verifying the Prpsal Rates The prpsal rates table shuld be synchrnized with the Institute rates befre any adjustments are made. (A newly generated prpsal rate table is mst likely valid, but an lder prpsal recrd, r when the budget perid bundaries have been adjusted, may have ld rates that require synchrnizing.) 7

8 Syncing the Prpsal Rates t the Institute Rates 1. Click the Maintain Rates fr the Prpsal icn r select Edit > Rates. The MODIFY RATES windw pens. 2. Click Sync. A verificatin message pens: D yu want t Sync Prpsal rates with the current Institute rates? 3. Click Yes. The message windw clses and fcus returns t the MODIFY RATES windw. 4. Click OK. A verificatin message pens: Saving will entail recalculatin f the budget. Cntinue? 5. Click Yes. The MODIFY RATES windw clses and the budget is recalculated. Adjusting the Prpsal Rates If yu change a rate, change it fr each relevant fiscal year, bth n and ff campus. 1. Click the Maintain Rates fr the Prpsal icn r select Edit > Rates. The MODIFY RATES windw pens (see abve). 2. Change a rate by clicking in the apprpriate Applicable Rate field and entering the new rate. 3. Click OK. A verificatin message pens: Saving will entail recalculatin f the budget. Cntinue? 4. Click Yes. The MODIFY RATES windw clses and the budget is recalculated. Returning t Default Rates T return t the default rates, pen the MODIFY RATES windw and click Reset. 1. A verificatin message pens t cnfirm yu want t und changes, whether yu have made changes r nt. 2. Click Yes. The message windw clses and fcus returns t the Mdify Rates windw. 3. Click OK. A verificatin message pens: Saving will entail recalculatin f the budget. Cntinue? 4. Click Yes. The MODIFY RATES windw clses and the budget is recalculated. 8

9 Creating the Perid 1 Budget Budgets are defined by perids. Start by creating the budget fr the first perid, which yu ppulate with line items that will recur in every perid. Ceus uses Perid 1 as a basis t calculate amunts fr future perids, but unique expenses can be inserted in any budget perid nce they are generated. T create the budget fr Perid 1, enter line items fr persnnel salary and nn-persnnel csts. Adding Persnnel Line Items Adding persnnel t the budget is a tw-step prcess: 1. Create the Budget Persns List - a list f peple wh might be invlved in the prject, and 2. Create salary line items in the budget and add names frm the Budget Persns list t the line items (see Abut the Budget Persns List Several line items in the budget have t d with salaries fr the faculty and staff wh will be paid frm the award funds. Befre these line items can be included in the budget, the peple must be added t the prpsal. All prject persnnel are included in the BUDGET PERSONS LIST windw. Ceus starts ppulating it fr yu by adding the names yu entered in the INVESTIGATORS and KEY PERSONS tabs f the PROPOSAL DETAILS screen. Yu can add ther persnnel as necessary. In additin, sme participants d nt need t be named. Yu use the TBA placehlders t include them in the budget. Persns in this list are included in the budget nly when yu add them t line items. They d nt becme part f the budget just by adding them t the Budget Persns list, s yu can add anyne yu think might be needed at sme pint in the prject. There are three (3) methds f adding t the Budget Persns List: Find Persn accesses the Ceus Persn recrds. These peple are UC emplyees, affiliates, students, etc. The persn recrds are autmatically maintained and updated by a refresh frm UC s HR database. Additinally, SRS ERA can manually create persn recrds t supprt shrt-term requirements. Ceus@uc.edu t have a recrd added. Find Rldex accesses the Ceus Rldex. This search methd allws entering external peple (nnpersnnel) t the budget and t publish their names in prpsal budget frms. Add TBA accesses the list f frequently used t be annunced persnnel types. 9

10 Creating the Budget Persns List 1. Frm the PERIOD 1 tab Click the Budget Persns icn r select Edit > Persns. The BUDGET PERSONS windw pens, with names frm the INVESTIGATORS and KEY PERSONS tabs listed. 2. Add ther named persnnel t the list. Click Find Persn. The PERSON SEARCH windw pens. Enter search criteria. Yu can search fr mre than ne persn at a time by entering criteria in separate rws. Click Find. The PERSON SEARCH RESULT tab pens, listing all results that meet yur criteria. Nte: Results are listed alphabetically. All results in upper case are listed first, then thse in mixed case. Click a name t select, r Ctrl+click (Macintsh use Cmmand+click) t select multiple names. Click OK. The PERSON SEARCH windw clses, and the fcus returns t the BUDGET PERSONS windw, which nw cntains the names yu added. 3. Add placehlders fr any new hires r persnnel wh d nt need t be named. Click Add TBA. The TBA PERSONS windw pens listing the maintained T Be Annunced placehlders. Frm the list, select placehlders that reflect the psitins needed. Click OK. The TBA PERSONS windw clses, and fcus returns t the BUDGET PERSONS windw. 10

11 4. D the fllwing fr each budget persn rw in the list: Accept the suggested jb cde, r make an entry in the Jb Cde field. Yu can enter smething meaningful t yu in the field, such as TBA1. The entry can be a single character. Check the Appintment Type field t cnfirm the appintment is crrect fr this prpsal. T change it, click in the Appintment Type field t display the drp-dwn list. The types are: Appintment Type Meaning Salary Calculatin Base 9M DURATION Academic year appintment 9 Mnth base salary 10M DURATION Supplement t academic year appintment 10 Mnth base salary 11M DURATION Supplement t academic year appintment 11 Mnth base salary 12M DURATION Staff 12 Mnth base r annual salary REG EMPLOYEE Regular emplyee 12 Mnth base r annual salary SUM EMPLOYEE Summer appintment 3 Mnth base salary TMP EMPLOYEE Temprary appintment 1 Mnth base salary Enter the persn's base salary in the Calc Base field. This is the annual salary as f the date f the last increase. Enter the date f the persn's last salary increase in the Eff Date field. This field defaults t the start date f the prpsal, but mre precise amunts are btained when it is accurate. Enter the Anniversary Date fr NIH prpsals where salary is ver the cap. Ceus will still use the rates table fr the relevant inflatin percentage (by persnnel categry fr the selected salary type/cst element). But the individual anniversary dates will be used in the calculatin instead f the salary categry dates displayed in the table. Please cntact ceus@uc.edu fr detailed instructins n using Anniversary Date fr a specific prpsal. 5. Click OK. The BUDGET PERSONS windw clses. Creating Persnnel Line Items and Adding Names D this fr each persnnel line item: 1. Frm the PERIOD 1 tab f the CREATE BUDGET screen, click the Add Line Item icn, select Items > Add Line Item, r press Ctrl+A (Mac users press Cmmand+A). A blank line item, highlighted in yellw, is added at the end f the list. 2. Duble-click the CE field. The COST ELEMENTS windw pens. 11

12 3. Click t select a salary cst element and click OK. The COST ELEMENTS windw clses and fcus returns t the PERIOD 1 tab, and the selected cst element is entered in the line item. TIP: Review and adjust Line Item Detail default settings befre yu add Persnnel Budget Details. Dubleclick n the line item, r Menu path Item>Edit Detail t edit as needed. The line item detail settings cannt be changed nce a Persn is applied via the Persnnel Budget Details prcess. Change the Budget Categry especially necessary fr verriding default persnnel cst elements t Senir Persnnel s they appear in the Named Persnnel sectin f spnsr budget frms, including the RR Budget. Yu may need t d this fr Pstdctral cst element t publish as the PI r C-I. Change On Campus t Off Campus Uncheck Apply Inflatin s the generated budget perids d nt inflate. Uncheck Submit Cst Sharing s this line item s cst share expense wn t submit n Grants.gv frms. Uncheck Apply bx fr verhead rates which may nly be relevant fr special submissins 12

13 4. With the line item still selected, click the Persnnel Budget fr Line Item icn r select Items > Persnnel Budget. The PERSONNEL BUDGET DETAILS windw pens. 5. Click Add. The SELECT BUDGET PERSONS windw pens. 6. Select the apprpriate persn(s) frm the list. Yu can select multiple names fr a line item (Ctrl+click; Mac users Cmmand+click) if thse individuals are all in the same categry. Fr example, yu can select three Faculty members wh are t be budgeted fr the line item Faculty FT Fed Fringe Rates. If yu d select multiple names, the PERSONNEL BUDGET DETAILS windw will display each n a separate line. 7. Click OK. The SELECT BUDGET PERSONS windw clses, and the persn(s) selected appear in lines in the PERSONNEL BUDGET DETAILS windw, ready fr their effrt definitin fr this budget perid. 13

14 8. Make entries r adjustments t fields in the PERSONNEL BUDGET DETAILS windw: a. Start Date and End Date Click in the field t change ne f these dates t cmpensate fr such ccurrences as vacatin eligible time r a late start n the prject. Change t the apprpriate dates fr faculty summer perid (that is, June, July, r August). b. Perid Select the apprpriate appintment type frm the drp-dwn list. The types are: Appintment Type Academic Calendar Cycle Summer Descriptin The nine-mnth academic year The 12-mnth calendar year A 12-mnth perid The three-mnth summer perid c. % Charged Click in the field t enter the percentage f the persn s salary t be charged t the prject. (This field cannt be greater than % Effrt.) Ceus calculates the salary and stres it in the Salary field. d. % Effrt Click in the field t enter the percentage f the wrk week this persn will charge t the prject. e. Calculate: click the calculate buttn t display the applicable MTDC and/r Fringe rates in the lwer prtin f the windw. 9. Click OK. The PERSONNEL BUDGET DETAILS windw clses and fcus returns t the PERIOD 1 tab. 10. Click the Save icn r select File > Save. Greater-than r less-than 12 mnth budget perids It is advised t generate these unusual budget perids befre applying certain budget expense details. While this means additinal steps t manually ppulate the expenses in each budget perid, it is necessary fr accurate persnnel effrt and ther budgeting decisins that shuld be made by the user. If yu chse t add persnnel detail prir t generating budget perids, yu must still review each Persnnel Budget Detail windw fr each budget persn t verify and/r mdify. Fr Persnnel expenses: Use the standard instructins t select cst elements and maintain the budget persn details as detailed previusly in this guide. 14

15 Be especially mindful t define the Start Date and End Date fr each persn as it relates t this budget perid. Yu may need t Add and define multiple detail lines fr each persn t expense them t Academic r Summer perids if the budget perid is especially lng. The figure belw describes an 18 mnth budget perid: tw (2) lines were needed t capture the Academic mnths. Default start/end matches the full 18 mnths! Be sure t review and update the Start Date/End Date and Perid flag. Fr Nn-Persnnel Expenses: Yu can enter nn-persnnel line item expenses prir t generating budget perids. Csts will be inflated nce per generated budget perid (if the apply inflatin bx is checked). The inflatin may be apprpriate t budgets with greater than 12 mnth perids, but nt fr perids less than 12-mnth like quarterly (3 mnth) budgets. Therefre, it is advised t review the csts generated in each budget perid fr apprpriateness and make any necessary changes. It may be best t manually add these line items and expenses t each budget perid. Change the Budget Categry the default categry is mapped t printed frms. If a particular expense needs t be recategrized fr a special submissin, d s here. Change On Campus t Off Campus by clicking the radial buttn. Changing campus status will impact verhead rates applied. Uncheck Apply Inflatin befre generating later perids r using Apply t Later Perids s this line item expense will nt inflate. Uncheck Submit Cst Sharing s this line item s cst share expense wn t submit n Grants.gv frms. Uncheck Apply bx fr verhead rates which may nly be relevant fr special submissins. 15

16 Adding Nn-Persnnel Line Items Nn-persnnel line items are fr expenses such as equipment and travel. Yu enter the csts directly in the line item r the LINE ITEM DETAIL windw. Nte: Majr equipment (defined as $5,000 r mre, durable, and directly related t research) must be budgeted using an individual line item fr each piece f equipment. A descriptin is required in the Descriptin field, and the expense must be justified. This requirement is fr Grants.gv submissins and is gd practice fr all budgets. D this fr each nn-persnnel direct-cst line item: 1. Frm the PERIOD 1 tab f the CREATE BUDGET screen, click the Add Line Item icn, select Items > Add Line Item, r press Ctrl+A (Mac users press Cmmand+A). A blank line item, highlighted in yellw, is added at the end f the list. 2. Duble-click the CE field. The COST ELEMENTS windw pens. 3. Select the apprpriate cst element and click OK r press the Enter key. The COST ELEMENTS windw clses and fcus returns t the PERIOD 1 tab. 4. Duble-click the Descriptin field. THE BUDGET LINE ITEM DETAIL windw pens. 5. Make entries in these fields: Categry Change the categry, if necessary. Descriptin A descriptin f the line item. This is required fr equipment, but it can be used fr additinal infrmatin fr all nn-equipment line items. This field is seen nly by Ceus users fr line items that are nt fr equipment. 16

17 Cst The ttal cst fr the line item. Csts can be entered t the penny. They are runded t the nearest dllar when printed t mst frms, but the value entered is used in calculatins. Quantity This field can be left blank, since it is fr yur recrds nly. This value des nt affect the line item. That is, the cst is nt multiplied by the quantity t calculate the ttal cst f the line item. Apply Inflatin (checkbx) Checked t apply by default n mst cst elements t increase csts in later perids. This bx can be unchecked s inflatin will nt be applied t this item when perids are generated. Cst Sharing If applicable, enter the amunt t be funded by anther surce. Submit Cst Sharing Leave this bx checked if the cst share expense shuld be published n the Grants.gv frms. Uncheck the bx if this line item s expense shuld nt be included n the Grants.gv frms. Justificatin Click Justify t display this field. Enter ntes abut the justificatin fr this line item. After yu enter a nte in this field the icn t the right f the line item changes frm t indicating that a justificatin fr the line item has been written. Nte: The Justificatin field is useful fr making ntes that can becme the basis f yur Budget Justificatin narrative. 6. Click OK. THE BUDGET LINE ITEM DETAIL windw clses, and fcus returns t the PERIOD 1 tab. 7. Click the Save icn r select File > Save. Adding Subaward Line Items in the budget T include subaward expenses in the budget, multiple line items may be required. Per A-21 Cst Principles, mst subawards are subject t F&A fr nly the first $25,000 f the entire award. The remaining amunt ver $25,000 is nt subject t F&A. Cst elements are available t supprt this entry requirement. Nte: If yu are adding subaward line items fr an NIH prpsal, see Special NIH Subcntract Instructins, page 24. D this fr each subaward: 1. Frm the PERIOD 1 tab f the CREATE BUDGET screen, click the Add Line Item icn, select Items > Add Line Item, r press Ctrl+A (Mac users press Cmmand+A). A blank line item, highlighted in yellw, is added at the end f the list. 2. Duble-click the CE field. The COST ELEMENTS windw pens. 3. Select Subawards Direct Subject t F&A and click OK. The COST ELEMENTS windw clses and fcus returns t the PERIOD 1 tab. 4. Click the Descriptin field and enter the name f the subawardee. 5. Click the Cst field and enter the cst f the subaward that is subject t F&A (up t $25,000). 6. If the subaward is fr $25,000 r less, g t step 10. If the subcntract is fr mre than $25,000, add anther line item, (See step 1.) 7. Duble-click the CE field and select Subawards Direct N F&A and click OK. The COST ELEMENTS windw clses and fcus returns t the PERIOD 1 tab. 8. Click the Descriptin field and enter the name f the subawardee. 9. Click the Cst field and enter the amunt by which the subaward exceeds $25, Click the Save icn r select File > Save. 17

18 Uplad Subaward Budgets Files When a spnsr requires including a Subaward Budget frm in additin t yur primary applicant Grants.gv budget frm, users shuld extract an Adbe Subaward Budget frm the spnsr s Adbe frm package psted at Grants.gv. Lcate the pprtunity at and use ne f the search ptins available under the Find grant pprtunities. Grants.gv and Adbe still recmmend t nly use Adbe Reader, nt Acrbat, when wrking in any f the Grants.gv Adbe frms t avid ptential data crruptin. Subaward Budget Frms The subaward budget frm extracted frm the Grants.gv Adbe package is identical in design, detail, and input requirements t the primary applicant budget used fr submissin (e.g. RR Budget, Fed-Nn-Fed Budget, and PHS Training Budget). While the RR Subaward Budget Frm name is currently Versin 1-2 (as shwn in the Grants.gv Frms windw figure belw) the extracted budget file name includes 1.1 in the title which is crrect when the RR Budget Frm (primary applicant budget) is at versin 1-1 The 1.2 in the Subaward Budget Frm name refers t the versin f the attachment page where users extract a blank budget file. Yu can cnfirm the versin number f submissin budget by lking at the budget frm name and versin in the Grants.gv windw > Frms tab. Figure 1: Grants.gv > Frms windw after selecting t "Include" tw f the fur Optinal frms; RR Budget and RR Subaward Budget Include the Subaward Budget Frm in yur Ceus submissin 1. Select the Subaward frm in the Grants.gv Submissin windw: a. Frm the PROPOSAL DETAILS screen select Actin > Grants.gv. The GRANTS GOV SUBMISSION DETAILS windw pens. b. Open the FORMS tab and select t Include the Subaward Budget. c. Click the Save buttn t add this ptinal frm t be included with this submissin. (Once saved, the frm will be mved frm the bttm f the list t in alphabetic rder by the Include list and be included in the Selected ut f Optinal cunt at the bttm f the windw. d. Clse the GRANTS GOV SUBMISSION DETAILS windw. 2. Lcate the pprtunity at Grants.gv. 3. Extract the Subaward frm and save the file t yur desktp. 18

19 Figure 2: Adbe Frm Package after selecting the R&R Subaward Budget Attachment Frm and "mved" fr Submissin Figure 3: R&R Subaward Budget Attachment frm: Click t extract the RR Budget autmatically the File Name field is prepared with the name RR_Budget_A-V.1.pdf yu can alter this name prir t saving (just dn t delete the.pdf file extensin). 4. The extracted budget file necessary, marked as Subaward/Cnsrtium fr yur subawardee, must be manually cmpleted fllwing all the same spnsr rules and requirements as the primary applicant budget. Please reference yur spnsr s submissin guidelines fr specific details. Once the frm is cmpleted, the file can be upladed in the Ceus Premium Budget. See next sectin. 19

20 Uplading and Translating Subaward Files D this fr every detailed subaward budget file required fr yur prpsal: BEFORE YOU UPLOAD! Be certain that each subaward budget justificatin has a unique name with n spaces r special characters these are the files upladed in the PDF subaward frm. Nte: If everyne uses the same budget_justificatin.pdf name, yur submissin will errr at Grants.gv! 1. Frm the MODIFY BUDGET FOR PROPOSAL screen select Edit > Sub Award. The SUB AWARD BUDGET windw pens. 2. Click Add. A file brwser windw pens. 3. Find the cmpleted Adbe subaward budget file, select it, and click Open. The file brwser clses and the fcus returns t the SUB AWARD BUDGET windw. A line is generated t identify this uplad. User manually enters Org. name here just numbers, letters, underscres (_) and hyphens (-) t avid errrs later. This is hw yu cnfirm the name f the PDF file yu selected t uplad fr the Organizatin in fcus, abve. 4. Duble-click in the Organizatin Name field and enter the subawardee s name r ther unique name t identify this uplad. This entry will be used as the file name s type this entry with n spaces r special characters therwise there will be ERRORS with Grants.gv validatins. 20

21 5. Click Translate. The Adbe file will be translated t XML fr submissin with yur Ceus applicatin. Nte the Frm Name, Status and Attachments fields have infrmatin abut the translated file. a. Frm Name is the budget frm style (e.g. RR Budget, Fed-Nn-Fed, PHS Training) b. Attachments is the Ceus ID fr this uplad, c. PDF File is the file name f the upladed subaward budget PDF file. d. Status indicates if the file was successfully translated r if there were errrs. i. Errrs indicate that yur PDF file may have becme crrupted. ii. The status must state that XML generated successfully t submit prperly via Grants.gv. iii. Refer t the instructins (ahead) t replace the subaward file fr this Organizatin line. 6. Click OK t clse the windw and return t the Budget. Nte: clicking OK will autmatically translate the upladed files befre the windw clses. 7. Repeat the uplad steps fr any additinal Subawards t transmit with yur submissin. This green check indicates the successful translatin f the upladed subaward file. When this bx is checked the Details displayed belw will change and display the infrmatin fr the highlighted Subaward. The Cmments bx als displays uniquely fr each Subaward line created. This Attachment indicates that the Subaward Budget Justificatin file is present. And these timestamps verify when the Subaward was updated, and by whm. Using the Subaward Cmment bx Use the Cmments bx t insert ntes abut the upladed files. Deselect the Details check bx t minimize the translatin details pane in the SUB AWARD BUDGET windw. 21

22 Replacing an Upladed Subaward File 1. Frm MODIFY BUDGET FOR PROPOSAL select Edit > Sub Award. The SUB AWARD BUDGET windw pens. 2. Select the line fr the subawardee whse Adbe budget file yu are ging t replace. 3. Click Uplad. A file brwser windw pens. 4. Find the Adbe budget file, select it, and click Open. The file brwser clses and fcus returns t the SUB AWARD BUDGET windw. The replaced file s XML status is nw Out f Sync, indicated by the red X in that clumn. 5. Click Translate. The Adbe file is translated t XML. The XML clumn will display the green check t indicate it is in sync; the last updated time stamps will change t indicate the transactin time and the name f the user that generated this XML successfully. Viewing the upladed Subaward Frm frm Ceus Click View Frm. The file displays in new brwser windw. Once translated, yu can view the.xml file in a brwser windw. Click View XML. The file displays in a brwser windw. 22

23 Yu cannt mdify the Subaward files already upladed t Ceus frm the View Frm preview windw. As with all upladed files in Ceus, the dcument is presented in a separate brwser windw as a PDF file. While this subaward dcument may appear t be a fully functining PDF fill-able frm, any changes yu make will NOT be saved t yur file already in Ceus! T make updates t the Subaward budget file r its Justificatin, return t the riginal Adbe Subaward file t make and save changes, and then reuplad that file t Ceus. 23

24 Special NIH Subcntract Instructins Select the crrect cst elements fr subaward F&A expenses t enable the Ceus mdular budget sync feature t wrk effectively fr NIH mdular budget submissins. Islating the subaward indirect expense entries by selecting the subawardee's F&A types in yur budget gives Ceus the data needed t sync t the NIH mdular budget screen and submissin frms. The fur direct cst types are listed here, and tw examples fllw. Cde Descriptin Cst Type Subawards Direct Subject t F&A (first $25,000) Direct Subawards Direct Nt Subject t F&A Direct SUBFAGT Subawards F&A n F&A Indirect SUBFALT Subawards F&A Subject t F&A Indirect Example 1 The subaward is $75,000 annual direct csts plus 65% F&A, r $48,750, fr a ttal f $123,750. This is the cmmn situatin in which the first perid csts f the subcntract exceed $25,000. Three line items are needed in the first perid, and tw in the fllwing perids. Perid 1: Perid 2: Perid 3: Example 2 The subaward is $12,000 annual direct csts plus 65% F&A, r $7,800, fr a ttal f $19,800. In this example the subaward ttal is less than $25,000. All csts incur Institute F&A. This is an uncmmn situatin in which tw line items are needed in the first perid and three in the secnd. Ex. 2: Subaward $12,000 annual direct csts + 65% F&A f $7,800 = $19,800 ttal. Perid 1: Perid 2: 24

25 Budget Categries A subset f the available cst elements (GLs) is used fr prpsal submissin. As a result, many f the GLs yu are accustmed t seeing in UC Flex are unavailable. Ceus grups the GLs int budget categries t supprt printing f spnsr frms. These categries are dependent n the individual spnsr's needs. Each available cst element has been assigned t a budget categry based n UC use and spnsr definitin. Yu can reset the budget categry when needed t supprt unique budget submissin requirements. Viewing and Changing a Line Item Budget Categry 1. Select the line item. When selected the line item is highlighted. 2. Select Items > Edit Details r duble-click the line item. The BUDGET LINE ITEM DETAIL windw pens. 3. T change the categry, click the Categry drp-dwn list and make a selectin. Nte: Yu cannt change a budget categry if the line item has persn details entered. T make that change, remve the persn details, and then change the budget categry, and re-enter the persn details. Viewing All Perid Budget Categries First Methd 1. Select the tab fr the budget perid yu want t view. 2. Select View > Custmize. The CUSTOMIZE VIEW windw pens. 25

26 3. Select the Gruped By Categry ptin buttn (circled abve). Click OK. 4. The view in the perid tab changes t lk similar t this. Line items are gruped by the categry t which they will print n the budget frms. Yu cannt mdify line items in this view. Secnd Methd 1. Select the tab fr the budget perid yu want t view. 2. Select View > Custmize. The CUSTOMIZE VIEW windw pens. 3. Select the Categry checkbx (circled abve). Uncheck any unneeded clumns (ptinal). Click OK. 4. The view in the perid tab lks similar t this. 26

27 Each line item displays the name f the categry t which it will print n the budget frms. Nte: Yu might need t scrll t the right t see all clumns. Returning t the Default View 1. Select the tab fr the budget perid yu want t return t the default view. 2. Select View > Custmize. The CUSTOMIZE VIEW windw pens. 3. Select the Default ptin buttn (circled abve), and click OK. Generating the Remaining Budget Perids Yu create the remaining budget perids frm the Perid 1 budget. This can be dne nly nce, but yu can make changes t individual line items and apply thse changes t later perids. 1. Check that all budget items that will be needed in future perids are in the Perid 1 budget. 2. Click the Generate All Perids icn r select Budget Perids > Generate All Perids. A tab is created in the MODIFY BUDGET FOR PROPOSAL screen fr each perid generated. Each tab displays the same line items as PERIOD 1, but with csts inflated by the rate specified. The TOTAL tab displays ttals fr the prject. 27

28 3. Click the Save icn r select File > Save. If yu have set cst limits and any are exceeded, warnings indicate which perids exceed the limit. Click OK and make any necessary adjustments, as explained in the next sectin. Making Adjustments Yu can make several adjustments t the budget, as explained in the fllwing sectins. Deleting a Persnnel Line Item Use this prcedure t delete a line item that has persn details. 1. Open the tab fr the budget perid frm which yu want t delete the line item. 2. Select the line item. When selected, it is highlighted in yellw. 3. Click the Persnnel Budget fr Line Item icn r select Items > Persnnel Budget. The PERSONNEL BUDGET DETAILS windw pens. 4. Click Delete t remve the highlighted line. A verificatin message displays: D yu want t delete this rw? Click Yes. Repeat this step t remve each line in the PERSONNEL BUDGET DETAILS windw. 5. When all lines have been deleted, click OK. The PERSONNEL BUDGET DETAILS windw clses, and fcus returns t the perid tab. 6. Click the Delete Line Item icn r select Items > Delete Line Item. Nte: Yu cannt use the Delete key t delete a line item. Yu must use the Delete Line Item icn r the menu selectin. 7. A cnfirmatin message displays. Click Yes t delete r N t keep the line. 8. Click the Save icn r select File > Save. Deleting a Nn-Persnnel Line Item 1. Open the tab fr the budget perid yu want t delete the line item frm. 2. Select the line item. When selected, it is highlighted in yellw. 3. Click the Delete Line Item icn r select Items > Delete Line Item. Nte: Yu cannt use the Delete key t delete a line item. Yu must use the Delete Line Item icn r the menu selectin. 4. A cnfirmatin message displays. Click Yes t delete r N t keep the line. 5. Click the Save icn r select File > Save. Adding a Line Item t One r Mre Perids 1. Open the tab fr the budget perid t which yu want t add the line item. If yu are adding the line item t mre than ne perid, pen the tab fr the first perid t which the line item will be added. 2. Fllw the instructins in Adding Persnnel Line Items (page 9), Adding Nn-Persnnel Line Items (page 16), r Adding Subaward Line Items (page 17), depending n the type f line item yu are adding. 3. T apply the line item t later perids, click t select it and select Items > Apply t Later Perids. 4. Click the Save icn r select File > Save. Changing a Line Item and Applying It t Later Perids 1. Open the tab fr the budget perid in which yu want t change the line. If the line item applies t mre than ne perid, pen the tab fr the first f thse perids. 2. Click t select the line item t change. The line is highlighted in yellw when selected. 3. D ne f the fllwing, depending n the type f line item yu are changing: 28

29 4. Fr a persnnel line item, click the Persnnel Budget fr Line Item icn r select Items > Persnnel Budget. Make the change in the PERSONNEL BUDGET DETAILS windw and click OK. 5. Fr a nn-persnnel line item, duble-click the line and make changes in the BUDGET LINE ITEM DETAIL windw. Click OK. 6. T add the line item t later perids, click t select it and select Items > Apply t Later Perids. 7. Click the Save icn r select File > Save. Syncing Line Items t a Cst Limit This calculatin tl enables the user t adjust a nn-persnnel line item t meet a ttal cst limit. Ceus calculates the required verhead, adds (r subtracts) the direct cst t the selected line item, and calculates the indirect cst. If the amunt f a line item is reduced, Ceus displays a cnfirmatin message. 1. Open the tab fr the perid yu want t wrk in. 2. Enter the limit fr the perid Direct Cst Limit (circled belw). 3. Click t select a nn-persnnel line item t adjust. Nte: Cnsider perfrming this actin incrementally, selecting a different line item fr each calculatin t distribute the increase r decrease. A persnnel line item cannt be synced t the perid cst limit. 4. Select Items > Sync t Direct Cst Limit If the budget is being decreased, this message displays. Click Yes. The amunt in the Cst field f the selected line item is decreased. If the budget is being increased, the amunt in the Cst field f the selected line item is increased. 5. Repeat steps 1 thrugh 4 fr all perids in the budget. 6. Click the Save icn r select File > Save. 29

30 Cst Sharing Cst sharing manages the funds in excess f the spnsr's supprt, t be prvided by anther surce, fr the specific prpsal. Entering Cst Sharing by PI r Prject Persn 1. Click n the persnnel line item t cst share. 2. Click the Persnnel Budget fr Line Item icn r select Items > Persnnel Budget. The PERSONNEL BUDGET DETAILS windw pens. 3. Enter a percentage in the % Effrt field that is greater than the percentage in the % Charged field. Example: A Prfessr/PI with a nine-mnth base salary f $90,000 ($10,000 per mnth) added t the budget fr ne summer mnth (7/1 7/31) at 100% effrt and 50% charge generates $5,000 + EB + F&A in cst sharing. 4. Click OK. The PERSONNEL BUDGET DETAILS windw clses. 5. Click the Save icn r select File > Save. Entering Cst Sharing Manually 1. Duble-click a nn-persnnel line item. The BUDGET LINE ITEM DETAIL windw pens. 2. Enter the dllar value in the Cst Sharing field. The ttal cst sharing expense is added t the Perid ttal, including any indirect expenses. 3. Click OK. The BUDGET LINE ITEM DETAIL windw clses. 4. Click the Save icn r select File > Save. 30

31 Distributing Cst Sharing Expense 1. Select Edit > Cst Sharing Distributin. The MODIFY PROPOSAL COST SHARING windw pens. 2. Enter a percentage f the cst share expense in the Percentage clumn r the dllar value in the Amunt clumn fr each fiscal year with a cst sharing expense. 3. Enter an accunt number r surce cde in the Surce Accunt field fr each fiscal year that has a cst sharing expense. Fr waived F&A use cde VP-R. 4. T split an amunt amng surces, click Add t add ne r mre lines t the Cst Sharing Distributin List. Make entries in the added lines as in the steps abve. 5. Click Delete t remve any lines that d nt shw distributin. 6. Click OK. The MODIFY PROPOSAL COST SHARING windw clses. 7. Click the Save icn r select File > Save. Printing a Budget Summary Reprt The budget summary reprts can be viewed nline r printed. They shw all budget perids fr the prpsal. Frm the MODIFY BUDGET FOR PROPOSAL screen click the Calculate icn All Perids. 1. Select File > Budget Summary. r select Budget Perids > Calculate a. If yu have made changes t the budget but have nt saved them, this message displays. b. Click Yes. 31

32 2. The PRINT: PROPOSAL BUDGET REPORTS windw pens. 3. Click t select a reprt and click Print. A PDF file f the reprt pens in a new brwser windw. 4. Click the PDF Save icn in the brwser t save a cpy f the reprt. Mdifying an Existing Budget Yu can make changes t an existing budget versin r create a new versin t try different scenaris. Yu can have any number f versins, but nly the ne marked Final and Cmplete will be included in the final prpsal. Mdifying a Budget Versin 1. Open the SELECT BUDGET windw (see Opening a Budget, page 2). 2. Click t select the versin t mdify. The icn n the left pints t the selected versin. 3. Click Mdify. The MODIFY BUDGET FOR PROPOSAL screen fr the selected versin pens. 32

33 4. Make yur changes. Refer t preceding sectins f this chapter fr instructins. 5. Click the Save icn r select File > Save. Creating a New Versin Ceus prvides tw ptins fr creating a new versin f the budget. Instructins fr bth ptins are given here. Cpying an Existing Versin Befre yu cpy a budget versin, be aware f the changes yu want t make. If yu will make a minr change that ccurs in ne r tw line items, cpy all perids. If yu will make extensive changes t staff, effrt, and line items, cpy nly Perid 1 and generate the remaining perids. 1. Open the SELECT BUDGET windw (see Opening a Budget, page 2). 2. Click t select the versin t cpy. The icn n the left pints t the selected versin. 3. Click Cpy. The COPY BUDGET windw pens. 4. Select ne f the ptins buttns, depending n the type f changes yu will make. Click OK. 5. The MODIFY BUDGET FOR PROPOSAL screen fr the new versin pens. 33

34 6. Create the new budget versin. Refer t preceding sectins f this chapter fr instructins. Creating a Versin Withut Cpying 1. Open the SELECT BUDGET windw (see Opening a Budget, page 2). 2. Click New. The CREATE BUDGET FOR PROPOSAL screen pens, displaying the new versin number. 3. Create the new budget versin. Refer t preceding sectins f this chapter fr instructins. Finalizing the Budget One versin f the budget must be marked Final and Cmplete befre the prpsal is submitted fr apprval. This is the nly versin that will be submitted t the spnsr. Yu can finalize the versin n the SELECT BUDGET windw list r n the versin s SUMMARY tab. Perfrm Budget Validatins: Business Rule Validatins fr Prpsal Budgets. Ceus prvides budget-specific validatin rules. Users can manually perfrm the validatins prir t finalizing their budgets but budget validatin rules will autmatically be run when a budget is marked Cmplete. If the budget fails the validatin rule, the budget cannt be marked Cmplete. The user will be presented with an errr ntice and be advised t return t the budget and fix the errr cnditin. The prpsal must have a budget, and the budget must be marked Final in rder t perfrm the Budget Business Rule Validatins! T perfrm budget validatins prir t marking the budget cmplete, frm the Budget mdule, use menu path Actin > Budget Validatins Budget Validatin Errrs: If a prpsal budget fails a validatin rule, a red errr ntice is presented t the user. The Department (unit) where the rule is applied appears in the alert text, as validatin rules can be applied at any level in the hierarchy. The text frm the validatin rule s User Message shuld be specific as the budget cannt be marked Cmplete until the budget can pass the validatin. 34

35 If mre than ne budget validatin rule failed, all user messages will be presented with a red Errr heading. Budget Validatin Warnings: Validatin Warnings are presented under a blue validatin ntice. The Department (unit) where the rule is applied appears, as validatin rules can be applied at any level in the hierarchy. Warning messages d nt keep a budget frm being marked Cmplete. If mre than ne budget validatin warning was triggered, all user messages will be presented with a blue Warning heading. On the Select Budget Windw 1. Open the SELECT BUDGET windw (see Opening a Budget, page 2). 2. Select the Final checkbx (circled abve) fr the versin. This message displays: Yu are mdifying the final versin status. Are yu sure? 3. Click Yes. 4. In the Budget Status field (circled belw) select Cmplete frm the drp-dwn list. 5. Click OK. 6. Click the Save icn r select File > Save. 35

36 On the Budget Summary Tab 1. Open the SUMMARY tab f the selected versin. 2. Select the Final checkbx (circled abve). This message displays: Yu are designating a new final versin. Are yu sure? 3. Click Yes. 4. In the Budget Status field (circled belw) select Cmplete frm the drp-dwn list. 5. Cnfirm if Cst Sharing expense shuld be transmitted n the Grants.gv frms; if yes, keep the Submit Cst Sharing bx checked, r uncheck the bx t keep this infrmatin frm appearing n thse frms. 6. Check the Mdular Budget bx if the NIH PHS398 Mdular Budget frm is selected. (See sectin n creating a mdular budget). 7. Click the Save icn r select File > Save. 36

37 Creating a Mdular Budget NIH is the nly spnsr that requires mdular budgets. See the spnsr pprtunity fr specific requirements. If yu need t submit a mdular NIH budget fr yur prpsal, it is recmmended that yu fllw the preceding instructins fr creating a detailed budget s that yu accurately calculate indirect expenses. Hw t Create a Mdular Budget 1. Create the detailed budget as explained in preceding sectins f this chapter. 2. On the budget SUMMARY tab select the Mdular Budget checkbx (circled belw). 3. Select Edit > Mdular Budget. The MODULAR BUDGET FOR PROPOSAL windw pens. 4. Optinal (D this if the mdular budget is being created frm a detailed budget.) Click Sync. Ceus synchrnizes the mdular budget with the budget yu created, suggests the number f $25,000 mdules, and uplads the calculated indirect csts and rates fr each budget perid. 5. If yu did nt create a detailed budget, enter all required data (see belw) fr each budget perid. 6. Click OK. The MODULAR BUDGET FOR PROPOSAL windw clses, and the mdular budget is saved. 37

38 Nte: If yu make any changes t the detailed budget after creating the mdular budget, yu must return t the mdular budget windw and click Sync t refresh the windw. Yu can manually edit all fields in the MODULAR BUDGET FOR PROPOSAL windw, but when yu click Sync, and data yu entered is verwritten with data generated by the sync prcess. All fields in the MODULAR BUDGET FOR PROPOSAL windw are required. Direct Cst Less Cnsrtium F&A Direct cst fr the perid, calculated frm the detailed budget and runded up t the nearest $25,000. This value des nt include any F&A generated by cnsrtiums (subawards). Cnsrtium F&A The ttal F&A entered fr any cnsrtium r subawards using the GL r cst element fr that purpse. Indirect Csts - Indirect Cst Type Type f IDC, such as MTDC r TDC. - IDC Rate (%) Rate f indirect cst applied t the perid (r part f the perid if a prrated base and ttal). - IDC Base Funds in the budget that generate IDC. - Funds Requested Indirect csts plus applied F&A. 38

39 Creating the Budget Justificatin Dcument Yu can cnslidate the ntes in the Justificatin field f the BUDGET LINE ITEM DETAIL windw and use them as the basis f the Budget Justificatin narrative dcument. 1. Open a blank dcument utside f Ceus (such as a Wrd dcument) t be used as the Budget Justificatin narrative dcument. 2. In the MODIFY BUDGET FOR PROPOSAL screen select Edit > Budget Justificatin. A blank BUDGET JUSTIFICATION windw pens. 3. Click Cnslidate. All justificatin ntes are merged in the Budget Justificatin ntepad. 4. Select the text in the windw and press Ctrl+C (Mac users press Cmmand+C) t cpy it. The Budget Justificatin ntepad entries can be edited in this windw, but changes will nt be returned t the line item detail. Changes r additinal line item budget justificatin entries made t the Budget Details will nt appear unless the Cnslidate buttn is used. Repeated use f "Cnslidate" buttn adds a new, cmplete justificatin list t the ntepad. The new list will be separated by a rw f asterisks (*********). Users may wish t delete the previus cnslidated list (r cut and paste t an external dcument) befre repeating the use f the Cnslidate buttn. 5. Paste the text in the budget justificatin dcument and use this list as an aide t cmpleting yur spnsr s required elements. TIP: Use this ntepad tl t generate a list, and then cut and paste t an external dcument t frmat and cnfrm t yur spnsr and institutinal requirements. This tl will nt autmatically create r generate a budget justificatin narrative attachment. 39