Tag Archives: Budget

The  (03) Other Contractual Services line is used for consultant travel, freight charges, or membership dues.

Line Setup

The Setup modal displays the Description and UW Sub-Object Code selected.

The Cascade Entries checkbox will be checked if “Cascade entries on non-salary items” was selected.

Any Notes associated with this line item will display.

Update Periods

Values entered for the Description and the UW Sub-Object Code display for reference.

The name of the period and its date range will display at the top of the period column.

The following values display for each period:

  • Quantity
  • Price
  • Period Subtotal
  • General Inflation Rate (%)
  • Period Inflation
  • Total

The overall total for the line item displays in the Summary ($) column at the far right.

The (06) Equipment line is used for computing equipment, library materials such as books, software, and serials subscriptions.

Line Setup

The Setup modal displays the Description and UW Sub-Object Code selected.

The Cascade Entries checkbox will be checked if “Cascade entries on non-salary items” was selected.

Any Notes associated with this line item will display.

Update Periods

Values entered for the Description and the UW Sub-Object Code display for reference.

The name of the period and its date range will display at the top of the period column.

The following values display for each period:

  • Quantity
  • Price
  • Period Subtotal
  • General Inflation Rate (%)
  • Period Inflation
  • Total

The overall total for the line item displays in the Summary ($) column at the far right.

The (05) Supplies and Materials is used for supplies and materials, such as book, chemicals, office supplies, and non-capitalized equipment.

Line Setup

The Setup modal displays the Description and UW Sub-Object Code selected.

The Cascade Entries checkbox will be checked if “Cascade entries on non-salary items” was selected.

Any Notes associated with this line item will display.

Update Periods

Values entered for the Description and the UW Sub-Object Code display for reference.

The name of the period and its date range will display at the top of the period column.

The following values display for each period:

  • Quantity
  • Price
  • Period Subtotal
  • General Inflation Rate (%)
  • Period Inflation
  • Total

The overall total for the line item displays in the Summary ($) column at the far right.

Retirement and Benefits link directly to personnel setup in the (01) Salaries and Wages section of the budget.

This page displays the rate information for all of the periods for the chosen person.

The retirement and benefit rates are adjusted annually.

  • Personnel Name displays the person’s name and title
  • Benefit Object Code corresponds to the UW sub-object code selected when the person was added in the Salary and Wages section.
  • Benefit % (percent) is the percentage rate applied to the salary. Values for each period display
  • Total Benefits value is equal to Benefit % times the period salary total.

The overall total for the line item displays in the Summary ($) column at the far right.

June 2016 SAGE Maintenance Release

General Updates

Grant Runner: PHS Assignment Request Form

The new PHS Assignment Request Form, introduced with the Forms-D changes, is now available in Grant Runner. This new form will be available to all applications in progress as well as new Grant Runner applications where applicable.

SAGE Budget: Update to Tuition Inflation Rate Default Value

The default tuition inflation rate in SAGE Budget has been changed from 10% to 3%, to provide a more realistic figure and reduce the need for manual overwrites.

FIDS: Suppress annual SFI disclosure overdue email

At the request of the Office of Research, the third and final reminder email sent to investigators that have not submitted an SFI disclosures for 365 days will no longer be sent. This final email cc’ed all related principal investigators which caused confusion/frustration.

Fixes

Error with Attaching Budgets to an eGC1

An issue was resolved which was causing an error when users were attempting to connect SAGE Budgets to an eGC1 under a certain set of circumstances.

Investigator status reverting to Yes on Connect of Budget

An issue was resolved which was causing the investigator flag on the eGC1 personnel list to revert to YES when a user connected a SAGE Budget to an eGC1.

Personnel role selection changes and investigator flags

An issue is resolved which was occurring when a user changed the role type on personnel from one where Investigator status was automatically defaulted to YES (such as PI or Co-PI), to a role where they should be able to designate YES or NO (such as Mentor). The system was not displaying the YES/NO option in these cases until the screen was refreshed. It will now display the correct investigator options in real time.

Object Code 38 (Unallocated) costs in SAGE Budget not itemized in NIH export

An issue has been resolved so that costs in object code 38 (Unallocated) will now be itemized under Other Direct Costs in the SAGE Budget Excel export that matches the NIH Detailed Budget form format.

March 2016 SAGE Maintenance Release

General Updates

A New OAW Compliance Question for Significant Protocol Changes

A new compliance question, AC-1-D, has been added to identify grants that will require a Significant Change at the time of submission. An answer is required if the Animal Use question AC-1 is answered “Yes”.

A few textual enhancements (for existing compliance questions) were made to allow OAW to process the grants more efficiently, and they include:

  1. Removing the facility name and location of the work to be done on the AC-1-A for UW work
  2. Requesting the 3-year approval date range
  3. Updating electronic document submission contact info.

Sub-Object Codes 05-47 and 05-48 Added to Sage Budget for Grandfathered Awards

Effective July 1, 2016, UW’s equipment capitalization threshold will increase from $2,000 to $5,000. This change applies to all competing proposals submitted to sponsors on or after May 1, 2016. The following changes were made in Sage Budget to accommodate this threshold change:

  1. Two new object codes will be added to (05) Supplies and Materials to allow grandfathered awards to continue to use the old threshold for non-capitalized equipment:
    • 05-47 Non-Capitalized Equipment ($2,000-$4,999) – Grandfathered Awards
    • 05-48 Non-Capitalized Equipment – M&E Tax Exempt ($2,000-$4,999) – Grandfathered Awards
  2. These two new object codes will be excluded from F&A calculation when using the following cost bases for budgets associated with grandfathered awards:
    • Exclude 05-47 and 05-48 form Total Direct Costs less Equipment & Tuition (TDC less E&T)
    • Exclude 05-47 and 05-48 from Modified Total Direct Costs (MTDC)
  3. The following object code descriptions will be updated as listed below to reflect the new threshold of $5,000:
    • 05-40 Non-Capitalized Equipment (less than $5,000)
    • 05-41 Non Capitalized Equipment –M&E Tax Exempt ($200 – $4,999)
  4. The following object code descriptions will be updated as listed below to reflect their INACTIVE status upon 4/1/2016:
    • 06-10 Inactive – Computing Equipment ($2,000-$4,999)
    • 06-12 Inactive – Computing Equipment – M&E Tax Exempt ($2,000-$4,999)
    • 06-90 Inactive – Other Equipment (Non-computing) ($2,000-$4,999)
    • 06-92 Inactive – Other Equipment (Non-computing) – M&E Tax Exempt ($2,000-$4,999)

Personnel with an Invalid NetID will not be selectable

With this change, all active staff in the Person Web Service will continue to show in the results on staff search, but those without NETIDs will not be selectable, and users will see a note indicating that the NETID must be established before the person can be selected.  Allowing personnel without NETIDs to be selected as personnel caused errors on the personnel list afterward.

Grant Runner Forms-D Implementation

Grants.Gov will be updating its systems to FORMS-D, for all applications submitted for due dates on or after May 25, 2016. The Grant Runner forms that will be updated to comply with FORMS-D requirements are identified below. There may be some application packages which include both a FORMS-C and a FORMS-D as options, and in this case users will be prompted in SAGE to select the appropriate one based on the due date. Per NIH, FORMS-C application packages will be set to expire after the May 7, 2016 AIDS due date.

Update of PHS 398 Cover Page Supplement to Forms-D

For Grants.Gov FORMS-D, users will notice the following changes applied to the Grant Runner Coverage Page Supplement form:

  • A new “Vertebrate Animals” section, which includes questions on euthanization and use of AVMA guidelines.
  • Removal of the PD/PI section
  • Removal of the Disclosure Permission section
  • The ability to add Program Income information for 10 budget periods (previously 5)
  • Re-ordering of fields to accommodate the new additions and removals

Update of PHS 398 Research Plan to Forms-D

For Grants.Gov FORMS-D, users will notice the following changes applied to the Grant Runner PHS 398 Research Plan form:

  • New “Data Safety Monitoring Plan” attachment
  • New “Authentication of Key Biological and/or Chemical Resources” attachment

Creation of a New PHS Inclusion Enrollment Form for Forms-D

For Grants.Gov FORMS-D, users will notice a new form called “PHS Inclusion Enrollment Report” in Grant Runner. This single form will replace the 2 separate forms in FORMS-C applications (Cumulative Inclusion and Planned Enrollment Report). With the Forms D changes, users will notice some additional fields to identify the type of reporting being done (“Delayed Onset Study?”, “Enrollment Type?”, “Existing Data Set or Resources?”) When “Delayed Onset Study” is marked YES, the remainder of the form will not be editable, per form rules.

Store activity type code for Grant Runner Applications

In order to aid in the analytics of Grant Runner usage, the SAGE system will begin to retrieve and store the Activity Type code from Grants.Gov, as we are retrieving submission status information.

Fixes

Error when Inactivating Advances

An issue that was causing users to receive an error when trying to discard advances has been fixed.

This section is for the Facilities and Administrative costs (also known as “indirect costs”) associated with this budget.

For details about F&A, review GIM 13 Facilities and Administrative (F&A) Rates.

E G C 1 F and A costs section

Amount subject to F&A costs (base)
Calculate and enter the amount of Direct Costs to which the F&A cost rates will be applied. This may be Modified Total Direct Costs (MTDC), Total Direct Costs, or zero (no F&A costs charged). Use the sponsor guidelines and GIM 13 to determine which method of calculation you should use. For Industry Sponsored Clinical Trials, apply the 25% indirect cost rate to the TOTAL direct costs. This includes items often listed in subcategories (for example: IRB review fees, IRB processing, pharmacy set-up, study start-up fees).
F&A cost rate
Enter the F&A cost rate that applies to your proposal (for example, 54.5%).  Enter Multiple in this field when:

  • Your project includes multiple locations, each with its own rate;
  • More than one F&A negotiated rate is in effect for the period in question.

Do not enter Multiple in cases where the F&A rate changes over the life of the project, but remains stable for the period in question.

Total F&A costs
Calculate and enter the F&A costs for the first budget period and the total for all budget periods.Hint: SAGE Budget calculates F&A costs automatically for you.

You can enter your budget figures on the eGC1 Budget page or connect a budget created in SAGE Budget. The advantages of building a budget in SAGE Budget and then connecting it to your eGC1 are that you can easily access current salary information and F&A rates, track different versions of your budget, and reduce duplicate data entry from SAGE Budget. See Connect Budget for more details.

E G C one budget section

If you choose to enter your budget information manually into the eGC1 Budget page, be sure to do the following:

  • Specify the appropriate UW Financial Accounting System (FAS) Object Code for each of your expenditures. The UW object codes may be different from the sponsor’s budget categories, so a conversion between the categories may be necessary. See the financial system Object Codes for more details.
  • Include each budget item only once to ensure that SAGE does not count them twice in those totals which are automatically calculated.
  • Enter the direct costs for the first budget period (e.g., year 1) and the direct costs for the total of all budget periods. For single-year budgets, entering data in the “1st Period” column is optional.

December 2014 Grant Runner Detailed and Subaward Budgets Release

New Features

Grant Runner Detailed Budget Implementation

The Grants.Gov RR Detailed Project Budget form will be made available in Grant Runner. This form supports the NIH SF 424 research opportunities where funding greater than $250,000 per period is being requested. With the addition of this form, users will be able to utilize Grant Runner for a much wider range of opportunities, taking advantage of the streamlining and time savings that Grant Runner is known for.

Key Features Include:

  • Pre-filled data on the institution, project start and end dates
  • Summary view of period totals, with expand capability to view/edit details
  • On screen highlighting and messages to assist in identifying and correcting errors that lead to submission problems
  • Auto-calculations of sub-totals and totals, with totals refreshing with each new entry
  • Easy to read cumulative budget summary section at bottom
  • Copy previous period feature (see separate listing for detail)

Continue reading »

This feature is available for Modular, Detailed, and Subaward budgets on a Grant Runner eGC1.

Once you have entered one new period on your budget, the next time you click the Add New Budget Period button, you will have to option to copy the prior existing period.

copy previous budget period dialog

The reference in the dialog Note to “subtotals related to attachments” applies to just the Detailed and Subaward budgets.

The Start and End Dates for the period created by copying will default to the same dates as a new, non-copied period. The start date will be one day after the previous period’s end date, and the end date will be one year after the start date.

For example,  if the period you are copying has the dates:  July 1, 2015 to June 30, 2016

then the newly created period will have the dates:  July 1, 2016 to June 30, 2017

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