University of Southern California

Research

Summary Budget – Awards Section

Project Start Date*                                                                        

Start date of the period of performance as defined in the Award or Agreement        

Project End Date*

End date of the period of performance as defined in the Award or Agreement. The project period may consist of a series of budget periods of one-year duration, including any extension(s).

Obligation Start Date*        

Start date of the current funded period as defined by the Sponsor

Obligation End Date*

End date of the current funded period as defined by the Sponsor

Total Project Cost*

Estimated Total Value of Award/Agreement

Obligated Direct Cost*

Obligated Indirect Cost*

Total Obligated Cost* 

Total funded amount of Award/Agreement

Anticipated Direct Cost*

Anticipated Indirect Cost*

Total Anticipated Cost*

Total Project Cost less Total Obligated                                                                

Budget Highlights

Carryforward Prior Approval                 Add Additional Prior Approval

When Prior Approval is checked, additional dropdown field appears from Prior Approval Terms “Carryforward”

Equipment Prior Approval                 Add Additional Prior Approval

When Prior Approval is checked, additional dropdown field appears from Prior Approval Terms “Equipment”

Reallocation Prior Approval                 Add Additional Prior Approval

When Prior Approval is checked, additional dropdown field appears from Prior Approval Terms “Reallocation”

Salary Cap  Prior Approval                Add Additional Prior Approval

When Prior Approval is checked, additional dropdown field appears from Prior Approval Terms “Salary Cap”

Subawards Prior Approval                Add Additional Prior Approval

When Prior Approval is checked, additional dropdown field appears from Prior Approval Terms “Subawards”

Travel Prior Approval                        Add Additional Prior Approval

When Prior Approval is checked, additional dropdown field appears from Prior Approval Terms “Travel”

Restricted Funds (description box only appears when selected)                        

Description of Restricted Funds as defined by the Award or Agreement        

Segregated Funds (description box only appears when selected)

Description of Segregated Funds as defined by the Award or Agreement

Note: dropdown list only appears when “Prior Approval” is checked.  Need to function like reports/terms to add additional rows.

For linked/copied proposals, summary budget should copy over from proposal.  Ability in Award to make changes/additions/deletions to each budget category / budget category amount.

On-Campus F&A University Negotiated Rate*

Approved University negotiated On-Campus rate

On-Campus F&A Rate – Other* (Note: mandatory if On-Campus Other is identified)                                                                        

Approved rate less than University negotiated rates based on Sponsor solicitation/guidelines or approved F&A Waiver

The F&A rate is less than the approved University negotiated On-Campus rate. Is this reduced F&A rate based on a Sponsor rate identified in solicitation or sponsor guidelines?

Off-Campus F&A University Negotiated Rate*

Approved University negotiated Off-Campus rate

Off-Campus F&A Rate – Other* (Note: mandatory if Off-Campus Other is identified)                                                                        

Approved rate less than University negotiated rates based on Sponsor solicitation/guidelines or approved F&A Waiver

The F&A rate is less than the approved University negotiated On-Campus rate. Is this reduced F&A rate based on a Sponsor rate identified in solicitation or sponsor guidelines?

Cost Share Type

MandatoryMandatory – required by the sponsor as a condition of the award and is quantified in the proposal

Voluntary CommittedVoluntary Committed – not required by the sponsor but is quantified in the proposal.  This must have prior approval by the Dean.

Cost Share Amount

Cost Share Period Start Date                        

Cost Share Period End Date                  Add Additional Cost Share        

*(Note: Cost Share Amount and Period Start Date/End Date should be mandatory only if Mandatory/Voluntary Committed selected)

For linked/copied proposals, cost share copy over from proposal.  Ability in Award to make changes/additions/deletions to cost share type and make changes/additions/deletions to cost share amount, cost share period start date and cost share period end date.
        

Further discussion regarding identifying future anticipated funding by individual years, auto calculate Total Anticipated Cost to reflect Total Project Cost minus Total Obligated Cost, rule/task for auto notification of cost share to Comptroller’s Office.

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