Using Budget Templates

Sponsored Progams has created budget templates which will help you calculate items in your proposal budget accurately and appropriately (especially time and effortfringe benefits, and F&A), even though sponsors will often require you to submit a budget in a format of their own choosing as well.

Templates

Form TitlePurposeVersion Date
Fellowship Template (XLSX)The Fellowship Template is used when preparing applications for individual fellowship proposals.  PLEASE NOTE: this template is currently in Draft mode, so please download a new copy each time it is needed to ensure you have the most recent version.

07/10/2018

MTDC Template (Modified Total Direct Costs) (XLSX)The MTDC template is the most commonly used template for federal grants and corporate sponsors. It calculates F&A on all costs with the exception of equipment over $5,000, capital expenditures, charges for patient care, rental costs of off-site facilities, participant support costs, student tuition remission, scholarships and fellowships, as well as that portion of each subaward in excess of $25,000.

10/28/2019

NIH Template (National Institutes of Health) (XLSX)The NIH template should be used for all NIH projects. It calculates F&A on all costs with the exception of equipment over $5,000, capital expenditures, charges for patient care, rental costs of off-site facilities, participant support costs, student tuition remission, scholarships and fellowships, as well as that portion of each subaward in excess of $25,000.

07/10/2018

NSF Template (National Science Foundation) (XLSX)The NSF template mirrors the budget categories on NSF's FastLane budget form. It calculates F&A on all costs with the exception of equipment over $5,000, capital expenditures, charges for patient care, rental costs of off-site facilities, participant support costs, student tuition remission, scholarships and fellowships, as well as that portion of each subaward in excess of $25,000.

07/10/2018

TDC Template (Total Direct Costs) (XLSX)The TDC template is used when F&A is being charged on all items in the budget. If you have a contract with a state agency, foundation, or non-profit agency, you will probably use this template.

07/10/2018

General Tips for Using Budget Templates

  • You need to save the template to your desktop first because the formulas in the cells are locked.
  • List all faculty/ staff personnel at Appalachian and their current 9-month base salary (for faculty) or annual salary (for 12-month EPA Administrative and SPA personnel) on the worksheet tab for the current fiscal year, even if your first project year begins at a future point in time. Because the template includes formulas which automatically increase salaries by 3% each year, and the cells containing those formulas are locked, you cannot enter salary amounts for non-student Appalachian personnel on any but the first tab.
  • The F&A rate is set to default to Appalachian's current negotiated rate. If the sponsor does not allow F&A, you may change this amount to 0. If the sponsor requires a reduced amount, enter that rate in place of Appalachian's current rate.