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Section

 

Budget information enters the system one of two ways: as a single set of totals, in the case of pre-proposals, or as worksheets.

Worksheets are automatically compiled in real-time by the system to generate 90-4s. 90-4s always reflect the project, investigator, and funding year data entered in the associated worksheets.

Worksheets are editable only via the web, but are easily accessible from the FMP 'Budgets' layout, as well as the following other locations:

FMP - Budgets

SUBMITTING DATA via the web

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Refer to the {link-window:http://seagrant.mit.edu.ezproxyberklee.flo.org/RFP/proposals/index_fp_popup.php?call_id\\=16|width=1000px|height=850px}full proposal submission instructions{link-window} used by PIs during a 2013 MITSG Omnibus RFP.
Questions 1-4
  1. Duration - drop-down list driven by funding years selected at call configuration
  2. Budget Type - selection triggers IDC rate defaults for non-sub-awards (how can this be customized?)
  3. Worksheet Title - can be anything
  4. (a) "Is this award to a non - <your institution> investigator?" - toggles worksheet as a sub-award
    (b) "If yes, does your institution have an active sub-award w/ MIT Sea Grant?" - for use with sub-awards (see Other Costs)
Browse budgets in FMP by either 90-4 or worksheet via the buttons at top-right.


As PIs add budget worksheets to their proposals,

and

data from these worksheets are

dynamically compiled in FMP to create 90-4s

automatically compiled per funding year (FY) to generate 90-4 forms in FMP. 'Budgets' is the primary FMP layout for managing budget information input to eSeaGrant via the budget worksheets.

Worksheets associated with each 90-4 are accessible under 'Related Worksheets'. Budget justification is editable at right. New budget worksheets may be added in FMP, but may edited only

be edited

via the

proposal submission interfaces.To edit budget justification for a 90-4, click the 'Edit' button

web. The Budgets layout is printer-friendly, and is the actual 90-4 template used for PDF exports. The print view of indirect costs rates and budget justification is shown below the 90-4

form

.

  • To edit a budget worksheet, browse to the worksheet directly or via its associated FY, and click the 'Edit' button.
  • To add a budget worksheet, go to any worksheet for the same proposal and click the 'Add Worksheet' button, and assign the worksheet to a fiscal year. Then, click the 'Edit' button for that worksheet to open the web-based worksheet form.  Complete the web form, click 'Update Worksheet', and close the web form.  Return to this worksheet in FMP, and select Records > Refresh Window.
  • To delete a 90-4 or worksheet, click the corresponding 'Delete' button in either view.  Deleting a 90-4 will also delete ALL budget worksheets associated with that FY, while deleting a worksheet will also delete the associated 90-4 if that worksheet was the only one for a particular FY.

    • Sub-Awards

    90-4 Header Fields

    Grantee : If 90-4 is a sub-award, then this field is automatically set to the PI's institution. If 'No', this field is automatically set to the SG host institution.

    Grant Number : Driven by Grant Number assignment in associated 90-2. Setting this value in 90-2 triggers assignment of corresponding value in 90-4s for future funding years.

    Project Number : Driven by Project Number assignment in associated 90-2.

    Other Costs Display in 90-4

    Sub-awards are listed first, followed by up to 13 other costs sorted alphabetically by type, and including a row for summarizing the remainder.

    90-4 Total Costs Adjustments

    You may adjust the SG and/or Grantee share of Total Costs in each 90-4 using this field. The SG and Grantee Total Costs fields are the only ones affected.

    Sub-awards

    PIs indicate that a worksheet is a sub-award when they answer 'Yes' to

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    The Sub-Award setting for a budget is initially set by the PI, when they answer

    the budget worksheet question "Is this award to a non -

    <your institution> investigator?"

    <your institution> investigator?". This setting is reflect by the "Sub-Award?" toggle in the 'Budgets' layout.

    Sub-award 90-4s must be accompanied by a sub-award coverpage. To create a sub-award coverpage for a 90-4, click the green '+ Sub-Award CP' button that accompanies the 90-4 as listed in the Pre-Proposals and Full Proposals layouts ('Budgets' tab). This creates a new 90-4 pre-configured as a coverpage for the selected 90-4, with the host institution

    's

    Director as

    the

    PI (see FMP Interface Configuration - RFP; $$subcontract_PI_id variable).

    Sub-award coverpage 90-4s are automatically excluded in summary calculations (e.g. Overall 90-4 for FY, Overall 90-4 for proposal), etc.). To selectively exclude other 90-4 records, set the 'Exclude in summary calculations?' radio button for a 90-4 to 'Yes'.

    'Omnibus Only?' is useful for filtering only 90-4s included in the current Omnibus.

    Where does the active sub-award toggle manifest itself?

    Excluding a 90-4 from Summary Calculations

    This toggle allows for a 90-4 to be excluded in budget summary reports, with the exception of the Cumulative 90-4 and Overall 90-4 by FY (see RFP Reports in FMP).
     

    Budget Worksheets

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    Refer to the  used by PIs during a 2014 MITSG Omnibus RFP for a complete set of instructions for using the eSeaGrant budget worksheet.

    Questions 1 - 4

    1. Duration - This drop-down list driven by the funding years selected in call configuration (see Call Management).
    2. Budget Type - Selection triggers auto-population of Section H IDC rates of non-sub-award budgets with relevant default rates (e.g. on-campus rate, off-campus rate, other) for the host institution. For this to work properly, default rates for each funding year must be included in the Funding Years table (see Call Management).
    3. Worksheet Title - can be anything
    4. (a) "Is this award to a non - <your institution> investigator?" - 'Yes' toggles worksheet as a sub-award
      (b) "If yes, does your institution have an active sub-award w/ MIT Sea Grant?" - for use with Other Cost sub-awards (see below)


    Other Costs

    Options
    Sub-award (provide label)
    Sub-award NOT subject to indirect (provide label)
    Other cost subject to indirect (describe)
    Other cost NOT subject to indirect (describe)
    Tuition NOT subject to indirect cost

    All of these options are required variables in eSeaGrant and must not be removed from nor edited in the database table other_cost_types.

    "Sub-award NOT subject to indirect" is used primarily when the answer to question #4b ("If yes,…") is 'Yes'.

    For Other Cost sub-awards, PIs submit one Statement of Work per proposal and a sub-award budget for each funding year involving a sub-award, populate the Other Cost line in worksheet with the appropriate values from the corresponding sub-award budget, and justify. If including justification in sub-award upload, they should note this in the justification text box.