[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-242829-105":53,"doc-detail-242829-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","or-budget-templates-uc-davis-spo-training","OR Budget Templates - UC Davis SPO Training","","Training material presented by the UC Davis Sponsored Programs Office (SPO) for using OR budget templates effectively across sponsored research proposals. It defines core terms such as direct costs, F&A/indirect costs, F&A cost rate and cost base, and clarifies common bases like MTDC with included and excluded cost categories. The session also outlines learning objectives and template benefits including built-in formulas, current rate data, split rates, and options for customizing appointment types, escalations, F&A rates, and bases.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/or-budget-templates-uc-davis-spo-training/242829/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/or-budget-templates-uc-davis-spo-training/242829.png","ImageObject",442,249,{"name":88,"@type":89},"Miles","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-11","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What are the learning objectives for using OR budget templates?","Question",{"text":108,"@type":109},"Participants learn to select the right template, use customization features to calculate project costs accurately, enter direct costs (using formulas when appropriate), and customize F&A rates and bases to calculate indirect costs properly.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does the training define direct costs and F&A/indirect costs?",{"text":113,"@type":109},"Direct costs are expenses clearly associated with and necessary for completing a sponsored project. F&A/indirect costs are Facilities & Administrative costs tied to general operation and cannot be readily assigned to individual projects, such as facilities maintenance, general supplies, utilities, and clerical/admin salaries.",{"name":115,"@type":106,"acceptedAnswer":116},"What does MTDC include and exclude when calculating indirect costs?",{"text":117,"@type":109},"MTDC includes items like salaries and wages, services, fringe benefits, travel, materials, and the first $25,000 of each non-UC subgrant/subcontract. It excludes equipment, off-site facility rental costs, capital expenditures, scholarships and fellowships, patient care charges, and the portion of non-UC subgrants/subcontracts beyond $25,000 (including excess student tuition remission).","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},242829,1791724637,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":135,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":142},13056703019404,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Using the OR Budget Templates  \nPresented by the UC Davis Sponsored Programs Office (SPO)  \nApril 9, 2026  \nLearning Objectives  \nBy the conclusion of this training, we expect you will know how to:  \n1 2 3 4  \nSelect the appropriate template for your project and use it effectively  \nUse the template’s customization features to accurately calculate project costs  \nEnter direct costs, using formulas when appropriate  \nCustomize the F&A ratesand bases to properly calculate indirect costs  \nClass Modules  \n1 OR Budget Templates Overview  \n2  Entering Direct Costs  \n3 Calculating F&A (Indirect) Costs 4  \nOther Budget Templates  \nCourse Materials  \nBlank Single Budget Template (Template A) from  \n[https://docs.or.ucdavis.edu/spo/](https://docs.or.ucdavis.edu/spo/)  \n• You may want to bookmark this link  \n• We will be doing in-class exercises to populate this blank template.  \n• This is the most commonly used template.  \no We’ll go over the other templates towards the end of today’s training.  \nScenario Budget  \n• Will add link in chat  \nGeneral Terms  \nSPO Key Terms – Abbreviations and definitions  \nDirect costs: Expenses that are clearly associated with and necessary to complete a sponsored  \nproject.  \nF&A/Indirect costs: Facilities & Administrative costs are associated with the general operation of UC Davis  \nand cannot be readily assigned to individual projects. These costs include:  \n• Facilities and maintenance • General office supplies  \n• General and departmental • General purpose equipment administration • Routine postage  \n• Clerical and administrative salaries • Building maintenance and utilities and fringe benefits • Library expenses  \nF&A Cost Rate: The proportion of indirect costs each program should bear using sound administrative  \nprinciples. The university commonly uses federally negotiated rates (“NICRA”) though rates may vary based on sponsor policy and program guidelines.  \nF&A Cost Base: The amount of direct costs to which the F&A rate is applied (more on next slide).  \n5  \nGeneral Terms  \nMTDC: Modified Total Direct Costs. The most commonly used F&A cost base at UC Davis.  \nIncluded in the base (used to determine indirect costs):  \n• Salaries and wages • Services  \n• Fringe benefits (i.e., employee benefits) • Travel  \n• Materials • The first $25,000 of each non-UC subgrant/  \n• Supplies subcontract Excluded from the F&A/indirect cost base:  \n• Equipment • Rental costs of off-site facilities  \n• Capital expenditures • Scholarships and fellowships  \n• Charges for patient care • The portion of each non-UC subgrant/subcontract in  \n• Student tuition remission excess of $25,000  \nTDC: Total Direct Costs. All direct costs are included when determining indirect costs.  \nTC: Total Costs  \nIRB: Institutional Review Board. The committee that reviews and approves research projects that involve human subjects.  \n6  \nOR Budget Templates Overview  \nBudget Template Benefits  \nImproves Accuracy  \n• Current Rates and Fees  \no Facilities and Administrative (F&A)  \no Fringe Benefits  \no Single IRB Fees  \n• Built-in Formulas  \n• Split Rates  \n• Data for Sponsor Forms  \nCan Customize for Your Project  \n• Appointment Type (9/12, 11/12 or 12/12)  \n• Escalations  \n• F&A Rates  \n• F&A Bases  \nBudget Template Options  \nSelect the Budget Template for your sponsor or project.  \n• Contact proposals   \nStandard Single Budget  \n@ [ucdavis.edu](ucdavis.edu) if you need a  \ncustomized template.  \nCost-Sharing  \nProposals with  \ncost-sharing of specific  \nline items  \nSponsor-Specific  \nProposals to common budget rules  \nsponsors  \nwith unique  \nMulti-Budget Project  \nProposals with multiple components, such as NIH P and U grants  \nStandard Single Budget (w/ 7 project periods instead of 5)  \nTemplate Layout  \nSalary and Wages Fringe Benefits  \nThe template is laid out in a typical manner for a research budget proposal.  \nA helpful step before populating the template is to organize budget items so you know which section is most appropriate for","cbCaih82sO8iZFN3","https://ap.wps.com/l/cbCaih82sO8iZFN3","pdf",3532913,8,68,"English","# OR Budget Templates Overview\n## Learning Objectives\n## Class Modules\n## Other Budget Templates\n## General Terms (SPO Key Terms)\n## Budget Template Benefits\n## Budget Template Options\n## Template Layout\n## Next Steps for Populating the Template","[{\"question\":\"What are the learning objectives for using OR budget templates?\",\"answer\":\"Participants learn to select the right template, use customization features to calculate project costs accurately, enter direct costs (using formulas when appropriate), and customize F\\u0026A rates and bases to calculate indirect costs properly.\"},{\"question\":\"How does the training define direct costs and F\\u0026A/indirect costs?\",\"answer\":\"Direct costs are expenses clearly associated with and necessary for completing a sponsored project. F\\u0026A/indirect costs are Facilities \\u0026 Administrative costs tied to general operation and cannot be readily assigned to individual projects, such as facilities maintenance, general supplies, utilities, and clerical/admin salaries.\"},{\"question\":\"What does MTDC include and exclude when calculating indirect costs?\",\"answer\":\"MTDC includes items like salaries and wages, services, fringe benefits, travel, materials, and the first $25,000 of each non-UC subgrant/subcontract. It excludes equipment, off-site facility rental costs, capital expenditures, scholarships and fellowships, patient care charges, and the portion of non-UC subgrants/subcontracts beyond $25,000 (including excess student tuition remission).\"}]","OR Budget Templates - UC Davis SPO Training | PDF",1789195363,24]