Prepare Budget

With regard to the necessary budget information, it is important to remember that the project must be budgeted in accordance with the applicable policies, rules and regulations of both the sponsor and the UW. For the UW, this includes the requirements of OMB Circular A-21, which defines the rules applied to educational institutions when doing business with the federal government and which is the basis for the UW’s costing policies.

Before you start preparing your budget:

• Review the sponsoring agency guidelines
• Determine whether the expected award is a grant or a contract
• Identify any specified target (ceiling) amounts
• Identify the start date and performance period
• Identify any budgetary specifications from the agency
• Check for any agency limitations for facilities and administrative (F&A) costs
• Identify all required forms, schedules, or cost breakdowns

Supporting Documents

From Gim I, Section III:

• Salary computations, Section III, A
• Summer salaries, Section III, B
• Employee benefits, Section III, E
• Direct operations costs, Section III, F
• Cost-sharing, Section III, G
  • Cost Sharing Breakdown Worksheet
• Indirect costs, Section III, H

Graduate Student Service Appointment Salary Schedule

OMB Circular A-21 - Cost Principles for Educational Institutions

For Clinical Trials, get help from the Clinical Research Budget & Billing Support Office (CRBB)

Sample Budgets

• Appendix II--Sample Cover Page
• Appendix III--Sample Research Grant Budget
• Sample Contract Budget--Contract Pricing Proposal Cover Sheet
• CRBB Toolkit -- Tools, forms, and online questionnaires especially for industry-sponsored clinical trials.