System-Delivered Budget Items

Sponsoring agencies define the budget items that you are required to use in proposals. The system stores these budget items in a control table with an effective date and status. After you establish budget items in the control table, you can map them to sponsors so that when you prepare a proposal budget for a sponsor, only the mapped items appear in the prompt table.

Note:

The system displays all budget items if budget items are not specifically defined for a sponsor. After you define any budget item for a specific sponsor, you can (and must) specifically define all allowable budget items for the sponsor. For form mapping reasons, you want to use the budget items as they are reflected in the following table when the National Institutes of Health (NIH) is the sponsor.

PeopleSoft delivers these budget items:

Value Description Form Form Page Sponsor

PERSON

Personnel — Salary & Benefits

PHS 398

DD

NIH

FIXFEE

Fixed Fee — SBIR/STTR Only

PHS 398

DD, EE

NIH

CONSLT

Consultant Services (Both)

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

EQUIP

Equipment

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

SUPL

Supplies

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

TRAVEL

Travel

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

DOTRAV

Domestic Travel

(Map to Travel)

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

FOTRAV

Foreign Travel

(Map to Travel)

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

INPATI

In-Patient

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

OTPATI

Out-Patient

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

RENO

Alterations and Renovations

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

OTHER

Other Expenses

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

SUB < 25

Sub-award Direct < $25,000

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

SUB > 25

Sub-award Direct > $25,000

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

SUB <25 F

Sub-award F&A < $25,000

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

SUB >25 F

Sub-award F&A > $25,000

  • PHS 398

  • PHS 2590

  • DD, EE

  • B

NIH

STPOTH

Stipends Other

  • PHS 398

  • PHS 2590

  • OO

  • H

NIH

STPOST

Stipends — Post Doctoral

  • PHS 398

  • PHS 2590

  • OO

  • H

NIH

STPPRE

Stipends Pre-Doctoral

  • PHS 398

  • PHS 2590

  • OO, DD

  • H

NIH

TUITIO

Tuition

  • PHS 398

  • PHS 2590

  • OO

  • H

NIH

TRNTRV

Trainee Travel

  • PHS 398

  • PHS 2590

  • OO

  • H

NIH

TRNEXP

Training-Related Expenses

  • PHS 398

  • PHS 2590

  • OO

  • H

NIH

Note:

PeopleSoft Grants delivers the values in the preceding table as system data. The values map specifically to proposal forms, so you should not modify them.

The budget items SUB<25, SUB>25, SUB<25F, and SUB>25F support the system calculation of the proposal F&A where subrecipient funding is involved. F&A will only be computed on the first 25,000 USD. Multiple budget items exist for subrecipients as these are necessary to provide the needed information in printing subrecipient details on the sponsor forms as well as to correctly compute the F&A.

A primary institution is limited to recovering indirect costs that are related to consortium expenditures for a base amount not to exceed 25,000 USD.

To calculate indirect cost recovery, include the SUB<25 and SUB>25 categories in the organization-defined F&A base types. You should include SUB<25 and SUB>25 in the F&A base types that you use to calculate indirect cost recovery (TDC = Total Direct Cost).