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It covers key concepts for mapping internal budget categories to sponsor requirements, reviewing funding opportunity constraints on allowable and unallowable expenses, and preparing data for common submission systems such as Cayuse 424 and Research.gov. The training also provides practical guidance for filling required Excel spreadsheets, including handling personnel effort conversions, thresholds, caps, and travel per diem rules to reduce rework and improve approvals and compliance.",{"@graph":63,"@context":111},[64,80,102],{"@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/populating-external-budgets-translating-the-uc-davis-or-budget-template-into-sponsor-formats/254228/",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/populating-external-budgets-translating-the-uc-davis-or-budget-template-into-sponsor-formats/254228.png","ImageObject",442,249,{"name":88,"@type":89},"Dipper","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",9,{"@type":103,"mainEntity":104},"FAQPage",[105],{"name":106,"@type":107,"acceptedAnswer":108},"How can internal budget personnel effort be converted for sponsor requirements?","Question",{"text":109,"@type":110},"Use the OR Budget Personnel Reference tab to translate percentage effort into person-months and combine effort entered across multiple rows or formats when needed.","Answer","https://schema.org",{"og:url":78,"og:type":113,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":115,"canonical":78},"index,follow",{"doc_id":117,"site_id":56},254228,1791725725,{"code":4,"msg":5,"data":120},{"doc_id":117,"user_id":121,"nickname":88,"user_avatar":122,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":123,"file_id":124,"file_url":125,"file_type":126,"file_size":127,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":128,"language":129,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":130,"faqs":131,"seo_title":132,"seo_description":61,"update_tm":133,"read_time":134},1374404997633,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","Populating External Budgets:  \nTranslating the UC Davis OR Budget Template into Sponsor Formats  \nA Research Administration Workshop Presented by the Sponsored Programs Office October 16, 2025  \nLearning Objectives  \nAfter this training, you should:  \n1. Know helpful concepts that facilitate translating an OR Budget Template into commonly-used sponsor budget forms.  \n• i.e., Cayuse 424, [Research.gov](Research.gov) (NSF), NSPIRES (NASA), FAAST (State of California), etc.  \n2. Know tips and tricks that aid in translating an OR Budget Template into sponsor-required Excel spreadsheets.  \n• i.e., Michael J. Fox Foundation, DARPA, etc.  \nTraining Modules  \nThis training will proceed as follows:  \n1. Translating Budgets: Overview  \n2. Populating Common Sponsor Forms  \n3. Populating Sponsor Spreadsheets  \nTranslating Budgets:  \nOverview  \nTranslation, not reinvention (in most cases)  \nWhy this Matters  \nInternal budget (OR Budget Template)  \nConsistent for approvals and compliance  \nExternal budgets  \nSponsor-specific, mandatory, sometimes quirky  \nYour job:  \nbridge the two  \nSponsor Budget Formats  \nIn the early stages of a proposal, it can save you budget preparation time if you do three things:  \n1. Discuss the Budget with the PI  \n• Make sure to obtain any materials needed to begin the budget development process.  \n• I.e., the funding announcement, other sponsor guidelines, an outline of the proposed project.  \n2. Review Sponsor Guidelines  \n• Read the funding opportunity announcement to clarify requirements, such as:  \n• What expenses are allowable?  \n• Are there any costs that must be charged, such as travel to an annual meeting?  \n• Are there costs that cannot be charged, such as PI salary?  \n• Are there any maximums/funding limits (either total or by budget category)?  \n• Are there restrictions to indirect cost rates or bases?  \n• Example: 8% of personnel costs only  \nSPO’s Learn: Proposal Budgeting page has helpful tools.  \n3. Review how the sponsor requires the budget be submitted  \n• If the format is unusual, especially if it’s a required Excel spreadsheet, review the form/spreadsheet prior to preparing the internal budget.  \n• Example: As seen later, DARPA requires that only 3/4s of Meal and Incidental Expense (M&IE) per diem be chargedon the first and last day of travel.  \n• Accommodating this requirement early can save you having to redo the travel budget.  \nSponsor Budget Formats  \nFederal Sponsors Budget Forms / Spreadsheets  \nAccessed in  \nCayuse 424  \n• NIH, USDA/NIFA, AHRQ, CDC,  \nCDMRP, DoD, DoE & FDA   RR Budget, PHS 398 Modular Budget,• BLM, DoJ, EPA, HHS, HRSA, or PHS 398 Training Budget forms  \nNOAA, SAMHSA & US FWS   SF424A Budget form  \n• DoEd  ED-524 Budget form  \n• NSF  Budget(s) form in [Research.gov](Research.gov)  \n• NASA  Budget tab in NSPIRES  \n• DARPA (and some others)   Excel spreadsheets  \nState Sponsors  \n• CDE, CDFW, CDFA, CDPR & SWRCB   Project Budget tab in FAAST  \nUC Office of the President   Project Budget tab in SmartSimple Foundations & Private Industry   A wide range of formats including:  \n• Proposal Central forms  \n• Excel spreadsheets  \n• Word templates  \nPopulating Common Sponsor Forms  \nHelpful Guidelines  \n1. Register early for required sponsor submission websites.  \n2. Map UCD budget categories to appropriate sponsor budget categories.  \n• Watch for differences in terminology, thresholds and caps.  \n• Example: Equipment threshold for sponsor is $10k not $5k  \n3. Use the OR Budget Personnel Reference tab to:  \n• Translate % effort into Person-Months.  \n• Combine effort entered on two rows/two formats.  \n4. Other Personnel categories are often tallied together.  \n5. GSR Tuition & Fees are often included under Other.  \nCayuse 424  \n• Map the UCD budget categories to appropriate sponsor budget categories.  \n• Watch for differences in terminology, thresholds and caps.  \nRR Budget Form (Cayuse 424)  \nOR Budget Templates  \nNote: This training omits further instruction specific to Cayuse 4","cbCaiqIVj5DdY0v8","https://ap.wps.com/l/cbCaiqIVj5DdY0v8","pdf",3389474,56,"English","# Learning Objectives\n# Training Modules\n## Translating Budgets: Overview\n## Sponsor Budget Formats\n## Populating Common Sponsor Forms\n## Cayuse 424 Guidance","[{\"question\":\"How can internal budget personnel effort be converted for sponsor requirements?\",\"answer\":\"Use the OR Budget Personnel Reference tab to translate percentage effort into person-months and combine effort entered across multiple rows or formats when needed.\"}]","Populating External Budgets - Translating the UC Davis OR Budget Template into Sponsor Formats | PDF",1789276828,20]