Budgets and Budget Justifications
Proposal budgets and budget justifications are the financial road maps of sponsored projects. When thoughtfully and strategically built they become an indispensable key to effective post-award management. Below are templates and resource links to help you build successful budgets and budget justifications.
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- Effective 9/1/23, the University contribution of tuition allowance granted to non-SoM funded Research Assistants increases to 55%, and 45% will be charged to the source funding on sponsored awards that pay Stanford's full facilities & administrative (F&A) cost rates.
- For non-SoM funded Research Assistants on sponsored awards that pay an F&A rate less than Stanford's full facilities & administrative (F&A) cost rates the University contribution of tuition allowance will remain 40%, and 60% will continue to be charged to the source funding.
- For SoM funded Research Assistants the University contribution of tuition allowance will remain 19%, and 81% will continue to be charged to the source funding.
- See the Graduate Financial Support Salary & TAL Tables for more information.
- Travel Budgeting Note: Individuals can either utilize the detailed domestic and foreign travel tabs to develop line level travel budgets within the budget template or they can enter / "hard code" budget period travel total amounts on the Detailed Budget tab.
Helpful Links for Common Budget Categories
- OBI Financial Reporting Payroll and Labor Management (PLM) Reports
- Stanford Post doc Funding Guidelines
- Graduate Student Assistantship Salary Rates and Tuition Allowances
Stanford requires a commitment of effort on the part of the PI on all sponsored projects with the following exceptions. This requirement applies even if a sponsor does not require a commitment of effort on the part of the PI and/or does not allow the direct charging of PI salary. PI effort may be expended during the academic year, summer quarter only, or both.
Stanford tracks and manages effort primarily through direct salary charges to sponsored projects, cost sharing salary charges, or a combination of direct charging and cost sharing.
The requirement of PI effort does not extend to:
- Equipment grants
- Seed grants for students/postdocs where the faculty mentor is named as PI, dissertation support, training grants, or other awards intended as "student augmentation “
- Limited-purpose awards characterized by Stanford as Other Sponsored Activities, including travel grants, conference support, etc.
See DoResearch Faculty Effort Topic page for more information.
- Oracle Financials -> Stanford iProcurement - For supply quotes
- OBI Financial Reporting - For historical supply spending data
- Oracle Financials -> Stanford iProcurement - For equipment quotes
- California Partial Exemption for Sales & Use Taxes for Research & Development 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 (FY22) tax rate for research and development equipment purchases is 5.0625% in San Mateo and Santa Clara counties.