S2S - 'SF424A' Form Instructions

SF424A Budget Form

The Grants.gov SF424a budget form maps information from a number of areas in the Kuali Research system, see below sections for further detail on the budget mapping logic.  Also, the Cost Element mapping to Budget Categories in your local environment will impact where your expenses appear on these forms.

Please note, there is a parameter (s2sBudgetSF424A_SectionB_Separate_Fed_NonFed_Sponsor) associated with this form that allows institutions to control the mapping logic on the SF424a S2S grants.gov form. By default the entire Federal and Non-Federal costs will map into one combined amount in the first column of Section B of the SF424a form. In this parameter you can specify a comma separated list of sponsors which will separate the Federal and Non-Federal costs into two separate columns in Section B of the SF424a form.  This is to accommodate certain sponsor requirements for this form that want these amounts separated in Section B per their RFP instructions.

Instructions

SECTION A - BUDGET SUMMARY

The below columns will populate for the first row for the project:

Box (a) - Grant Program Function: Opportunity title from the Grants.gov Opportunity selected.
Box (b) - Catalog of Federal Domestic Assistance number: CFDA number entered by user or populated by Opportunity.
Box (c) and (d)- Estimated Unobligated Funds: intentionally not populated
Box (e) - New or Revised Budget – Federal: total federal (sponsor) cost of the project.
Box (f) - New or Revised budget - Non-Federal: cost sharing amount for the project
Box (g) - New or Revised budget –Total: total cost of the project.

SECTION B - BUDGET CATEGORIES

The above categories come from values configured in a number of your budget maintenance tables.  The primary mapping logic comes from the Budget Category Maps maintenance table which also connects with other related budget tables.  The out-of-the box values are listed/pictured below but these can be configured differently at your local institution which would change the mapping logic.  Also, it will pull the amounts from the budget version that is marked FINAL.

a - Personnel:  will map the sum of the personnel costs from the proposal budget (where Budget Category Type is 'P' for Personnel).
b - Fringe Benefits: will map the sum of the calculated fringe costs from the proposal budget (where Rate Class Type = ‘E’ and Rate Type Code <> 3 OR Rate Class Type =’V’ and Rate Type Code <>2).
c. - Travel: will map from Travel specific line items (where Target Category Code is 73 and 74).
d. - Equipment: will map from Equipment specific line items (where Target Category Code is 42).
e. -  Supplies: will map from Supply specific line items (where Target Category Code is 43).
f. - Contractual: will map Subcontract specific line items (where Target Category Coded is 04).
g. - Construction: construction ((osp$budget_category_maps codes 40)
h. - Other: will map the sum of Other line items (where Budget Category Type=’O’ and Target Category Code is NOT '04','42', '43','73','74','75' PLUS sum of any calculated cost for these line items [where Rate Class Type is not ‘O’] LESS fringe).
i. - Total Direct Charges: will map the sum of the total direct costs from the proposal budget.
j. - Indirect Charges: will map the sum of the total indirect costs from the proposal budget.
k. - Totals: will map the sum of the total costs from the proposal budget.
7. -  Program Income:  This is total project income entered by user.

SECTION C - NON-FEDERAL RESOURCES

Section C: Non-Federal Resources: cost sharing is published to the Applicant column. We do not populate State or Other Sources columns

SECTION D - FORECASTED CASH NEEDS

Section D: Forecasted Cash Needs:
13. - Federal. Total for 1st year is Total Federal Cost for period 1. The quarter amounts are derived by dividing the Total Fed cost for year one by 4.
14. - Non-Federal. Total for 1st year is Total cost sharing for period 1. The quarter amounts are derived by dividing the Total Cost share for year one by 4.

SECTION E - BUDGET ESTIMATES OF FEDERAL FUNDS NEEDED FOR BALANCE OF THE PROJECT

Section E: Budget Estimates of Federal Funds Needed for the Balance of the Project: This section has the total federal (non cost sharing) amounts for budget years two through five.

SECTION F - OTHER BUDGET INFORMATION

Section F: Other Budget Information: 

21. - Direct Charges: intentionally not populated.

22. - Indirect Charges: will map the rate, base and total IDC expenses (i.e. Type=40% MTDC Base=10175.00 IDCExp=4070.00)

23. - Remarks: intentionally not populated.

Current Version: 

• SF424a V1.0

Past Version(s):

• N/A