INSTRUCTIONS

The following sheets show a typical NSF budget.

You are only required to fill in the BOLD sections.
The required sections you need to complete are:
1 the SUPPLIES sheet, which is used to detail ALL the supplies you need.
2 the CONTRACTUAL SERVICES sheet
3 the TRAVEL portion of the Budget Page
4 the WAGES portion of the budget sheet
Each section is described below. Pay close attention
to the three sections you are required to fill out.
SUPPLIES SHEET:
Use this sheet to list all the equipment and supplies you need
for your project. There are three columns here; one to ID the
things you need, and two columns to provide the cost of these
items. You place the cost in the approriate column as follows:
1 Items you need to purchase (filters, chemicals, etc.) that will cost
actual money from the academic budget for the class go in the
column marked ACTUAL COSTS
2 Items you are borrowing or are being provided to you for free
are placed in the column marked IN KIND COSTS
NOTE that we need to know who is lending or providing
supplies to you, so please also identify the person or
lab you are acquiring supplies from
We make this distinction because we need to keep track of the things that
the School has to purchase out of academic money. The less we purchase,
the lower the lab fees are for the class.
Note: these column totals auto-update the BUDGET spreadsheet, so
there is no need to enter data into that sheet for your supplies - the information
is sent there automatically by the spreadsheet.
CONTRACTUAL SERVICES SHEET
Use this sheet to list all the services you need
for your project. There are three columns here; one to ID the
services you need, and two columns to provide the cost of these
items. You place the cost in the approriate column as follows:
1 Services you need to purchase (nutrient analyses, DNA 'scans') that will cost
actual money from the academic budget for the class go in the
column marked ACTUAL COSTS
2 Services that are being provided to you 'for free' (the ship)
are placed in the column marked IN KIND COSTS
We make this distinction because we need to kep track of the things that
the School has to purchase out of academic money. The less we purchase,
the lower the lab fees are for the class.
Note: these column totals auto-update the BUDGET spreadsheet, so
there is no need to enter data into that sheet for your supplies - the information
is sent there automatically by the spreadsheet.
BUDGET SHEET:
This is the type of sheet NSF will see, and it lists all the headers that NSF uses.
Most of them you do not need to modify. However, there are three places where
your attention is needed. Place your name and the cruise dates in the proper
slots, add in the number of months you plan to work on the project, and add in your
tracvel costs (airline tickets, etc). The spreadsheet should do the rest.
A note on Overhead:
You will undoubtedly notice how expensive it is to conduct oceanographic research.
Part of this is due to something called 'overhead'. This is money collected to provide things like electricity
and sewage disposal and to pay for repairs to buildings and labs, etc. The UW negotiates
with the federal government and together they set a rate every 5 years or so.
Currently our rate of 54.5% means that for every $1 you spend on science, the UW collects
54.5 cents to support infrastructure. This may seem like a lot of money. However,
most for-profit companies charge overhead well in excess of 100%.
SUPPLIES SHEET SUM
$1,570.00
SUPPLIES ACTUAL COSTS IN KIND COSTS Supplier
total: $34.00 $1,536.00
enter items below:
example: pipette tips, 1ml, 48 of them $34.00 Kathy Newell
example: bottles, 8-1L polycarbonate $214.00 Chuck Nittrouer Lab
example: on-deck incubation system $1,243.00 Jim Postel - pooled equipment
example: hard drive to hold data $79.00 I am buying this myself since I am keeping my data forever
Jim Postel - pooled equipment
I am buying this myself since I am keeping my data forever
CONTRACTUAL SERVICES SHEET
SERVICES ACTUAL COSTS
total: $720.00
enter items below:
example: ship time on TGT at $33k/day
example: nutrient analyses at $6 each $120.00
example: lab fee to use the molecular labs over in Ben Hall $600.00
SUM
$66,720.00
IN KIND COSTS NOTES
$66,000.00
$66,000.00 Only account for the number of days YOU need for your project. Include travel to your sites and time to collect the samples.
Kathy Krogslund lab, this is a real charge to the class budget
Ginger, Bob and Gabrielle's labs have bench fees we need to pay
Only account for the number of days YOU need for your project. Include travel to your sites and time to collect the samples.
INFORMATION ABOUT BENEFITS AND OVERHEAD
Benefits rate, faculty 0.272 (this is equal to 27.2%) All grants are charged for benefits (insurance, retirement, etc.)
Benefits rate Classified staff 0.340 These rates are negotiated between universities and the federal government
Benefits rate Professional staff 0.344 and are not negotiable.
Benefits rate grad student 0.162
Benefits rate undergrads 0.149
Benefits rate for grad tuition 0.111
YEAR 1 Year 1
A. SENIOR PERSONNEL Months of salary Pay per Month
Professor Einstein 0.5 $7,890 $3,945.00 This person is mentoring you and collecting a little salary for that
B. OTHER PERSONNEL Monthly Salary
Postdoctoral Associates 0 4000 $0.00
ClassStaff (secretary.) 0 3500 $0.00
Exempt Staff (technicians) 0 5922 $0.00
Grad Students 0 2278 $0.00 How many months of work is this project for you, if you were being paid to do it?
Undergrads 1 1120 $1,120.00 Assume $14/hr and 80h/month =$1120 per month
Total Salaries and Wages $5,065.00
C. Fringe Benefits $1,239.92 This is the amount of benefits money the UW will collect.
Total Salaries&Fringe $6,304.92 This is the total you are asking for for salary.
D. Permanent Equipment $0.00 Note: you will not have permanent equipment in your budget. This is defined as things
that cost more than $2500 and have a useful life of 5+years
E. Travel
(Domestic) $575.00 Here is where you place your airline ticket price.
(Foreign) $0.00 Put it in the right category depending on where you are flying.
Total Travel $575.00
F. Participant Support Costs $0.00 Note: this is money to support things like outreach activities or gatherings
(room rentals, hotels for guests participating in your work etc.)
G. Other Direct Costs
MATERIALS AND SUPPLIES $1,570.00 SEE OTHER SHEET
Publication $500.00 It costs money to publish papers
Graduate Oper Fees $0.00 If the grant was paying for a grad student it would also pay their tuition
CONTRACTUAL SERVICES $66,720.00 SEE OTHER SHEET
Misc $0.00
cruise staging and shipping $250.00 This is money to send your supplies in the mail (if needed) or to pay port entry fees, etc.
Total Other $69,040.00
H. Total Direct Costs (A-G) $75,919.92 The total you are asking for prior to factoring in overhead
I. Indirect Costs (basis) $75,919.92 This is an adjusted number because UW does not charge overhead for equipment or for tuition
Enter Overhead Rate here: 0.545 $41,376.36 This is the overhead UW will get for the work
J . Total Direct and Indirect $117,296.28
K. Residual Funds $0.00 This is a weird NSF thing that seems always to be zero, so don't worry about it,.
L. Amount of this request $117,296.28 This is the total amount of money you need to do the project
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These rates are negotiated between universities and the federal government
This person is mentoring you and collecting a little salary for that
How many months of work is this project for you, if you were being paid to do it?
This is the amount of benefits money the UW will collect.
Note: you will not have permanent equipment in your budget. This is defined as things
that cost more than $2500 and have a useful life of 5+years
Put it in the right category depending on where you are flying.
Note: this is money to support things like outreach activities or gatherings
(room rentals, hotels for guests participating in your work etc.)
If the grant was paying for a grad student it would also pay their tuition
This is money to send your supplies in the mail (if needed) or to pay port entry fees, etc.
The total you are asking for prior to factoring in overhead
This is an adjusted number because UW does not charge overhead for equipment or for tuition
This is a weird NSF thing that seems always to be zero, so don't worry about it,.
This is the total amount of money you need to do the project
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