Budget Basics Tools & Resources

Categories:

Budget and Budget Justification Templates

1. Budget template 

Disclaimer: This template is being shared as an example of budgeting tools that you can use to aid you in preparing your proposal budget. Make sure that you understand the formulas and the logic behind each cell in this excel spreadsheets and adjust them according to your departments' budgeting practices.

2. Budget Justification Template

Links to Most Frequently Used Budgetary Cost Categories:

Faculty, Students and Staff Salaries 

  1. OBI Financial Reporting Payroll and Labor Management (PLM) Reports
  2. Stanford Post Doc Funding Guidelines
  3. Graduate Student Assistantship Compensation Tables
  4. Graduate Student Assistantships, Administrative Guide 10.2.1
  5. NIH Salary Cap
  6. NIH graduate student and postdoc compensation

Tuition for graduate students and postdocs charged to a sponsored project  

  1. Tuition and Fees
  2. see the Allocation of Tuition section in RPH 15.6 Tuition Allowance for Research Assistants

Fringe benefits

Supplies

Travel

Equipment

California affords partial exemption from sales and use taxes at the rate of 3.9375 percent from January 1, 2017, to June 30, 2022 for research and development equipment purchases.  Qualifying purchases must pay the remaining state tax and local and district taxes.  Thus, the current (FY19) tax rate for research and development equipment purchases is 5.0625% in San Mateo and Santa Clara counties.

Facilities & Administrative Cost Rates