{"id":825,"date":"2018-03-19T16:37:44","date_gmt":"2018-03-19T20:37:44","guid":{"rendered":"https:\/\/cws.charlotte.edu\/stage-research\/budget-preparation\/"},"modified":"2025-03-12T13:14:12","modified_gmt":"2025-03-12T17:14:12","slug":"budget-preparation","status":"publish","type":"page","link":"https:\/\/cws.charlotte.edu\/stage-research\/for-researchers\/pre-award-proposal-submission\/budget\/","title":{"rendered":"Budget Preparation"},"content":{"rendered":"\n<p>When a faculty member or unit based research office seeks the help of ORS to develop or<br>review a budget, ORS will do so to ensure that all proposed costs are allowable per the<br>proposal guidelines and the Uniform Guidance, 2 CFR 200. Particular attention will be paid to<br>the budget justification to check that there is sufficient explanation about each line item to be<br>sure that all costs are coded correctly for F&amp;A cost recovery. It is important to note that costs<br>associated with participant support costs, human subjects incentive fees and any stipend<br>related proposed costs must have a clear explanation in the budget justification so that there is no<br>confusion about the purpose of these costs and that they are listed in the budget correctly with<br>associated F&amp;A costs as allowed. Please address budget preparation questions to the designated member of the ORS proposal development team at <a href=\"https:\/\/cws.charlotte.edu\/stage-research\/departments\/office-research-services-outreach-orso\/college-based-research-officers\">Research Contacts<\/a> or send an email to research@charlotte.edu<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/cws.charlotte.edu\/stage-research\/sites\/cws.charlotte.edu\/stage-research\/files\/media\/Internal%20Budget_24-xxxx_Sponsor_PI_TEMPLATE%20FY24.xlsm\">Budget Template<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Facilities and Administrative Costs\/Indirect Costs<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/legal.charlotte.edu\/policies\/up-601.16\">University Policy Statement<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/cws.charlotte.edu\/stage-research\/wp-content\/uploads\/sites\/861\/2023\/08\/FA-Guidelines_Update_3_21_2022.pdf\">Guidelines for Charging F&amp;A <\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/cws.charlotte.edu\/stage-research\/wp-content\/uploads\/sites\/861\/2023\/08\/23-25-Rate-Agreement.pdf\">Negotiated Rate Agreements<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Raises:<\/h3>\n\n\n\n<p>Raises for succeeding years should be estimated an average increase of 2.5% percent per year. Raises are effective July 1 of each year.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Minimum Wage:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>$7.25 \/ hour Student Temporary<\/li>\n\n\n\n<li>$10.75 \/ hour Non-student Temporary<\/li>\n\n\n\n<li>Actual rate based on job duties and responsibilities as described by Office of State Personnel<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Fringe Benefits<\/h2>\n\n\n\n<p><a href=\"https:\/\/cws.charlotte.edu\/stage-research\/departments\/grants-contracts-administration-gca\/cost-analysis-cash-management\/fringe-benefits\">Fringe Benefits Webpage<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Chart of Average Fringe Benefit Rates<\/h3>\n\n\n\n<p>The below rates are based on average faculty &amp; staff salaries for each Employee Category.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><th>Employee Category<\/th><th>Average Salary Base<\/th><th><strong>FY 2022<\/strong><\/th><th><strong>FY 2023<\/strong><\/th><th><strong>FY 2024 (current)<\/strong><\/th><th><strong>FY 2025<\/strong><\/th><th><strong>FY 2026<\/strong><\/th><th>FY 2027<\/th><th>FY 2028<\/th><\/tr><tr><td>EHRA Faculty &amp; Staff<\/td><td>$71,000<\/td><td>35.7%<\/td><td>34.2%<\/td><td>36.8%<\/td><td>37.7%<\/td><td>38.6%<\/td><td>39.6%<\/td><td>40.6%<\/td><\/tr><tr><td>SHRA Staff<\/td><td>$41,000<\/td><td>52.6%<\/td><td>52.2%<\/td><td>55.0%<\/td><td>56.1%<\/td><td>57.2%<\/td><td>58.3%<\/td><td>59.5%<\/td><\/tr><tr><td>Post Doc<\/td><td>$50,000<\/td><td>16.6%<\/td><td>16.9%<\/td><td>19.4%<\/td><td>19.4%<\/td><td>19.4%<\/td><td>19.5%<\/td><td>19.5%<\/td><\/tr><tr><td>Graduate Student***<\/td><td>$15,000<\/td><td>0.12%<\/td><td>0.35%<\/td><td>0.10%<\/td><td>0.10%<\/td><td>0.10%<\/td><td>0.10%<\/td><td>0.10%<\/td><\/tr><tr><td>Undergraduate Student*<\/td><td>&nbsp;<\/td><td>0.12%<\/td><td>0.35%<\/td><td>0.10%<\/td><td>0.10%<\/td><td>0.10%<\/td><td>0.10%<\/td><td>0.10%<\/td><\/tr><tr><td>Non-Enrolled Undergraduate\/Graduate Student (SUMMER)*<\/td><td>&nbsp;<\/td><td>7.8%<\/td><td>8.0%<\/td><td>7.75%<\/td><td>7.75%<\/td><td>7.75%<\/td><td>7.75%<\/td><td>7.75%<\/td><\/tr><tr><td>Temporary**<\/td><td>$41,000<\/td><td>12.0%<\/td><td>12.1%<\/td><td>12.0%<\/td><td>12.0%<\/td><td>12.0%<\/td><td>12.0%<\/td><td>12.0%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>* Undergraduate &amp; Non-Enrolled (Summer) Students and Temporary Employees do not receive health insurance. Therefore, an average salary base was not calculated.<\/p>\n\n\n\n<p>**Temporary employees were eligilble for health insurance beginning FY15 as a result of the Affordable Care Act. This premium has been included for FY19 and subsequent rate projections.<\/p>\n\n\n\n<p>***Graduate Student Health Insurance is budgeted in addition to the costs above. The <strong>2022-2023<\/strong> Student Health Insurance premium was $2,706. The <strong>2023-2024<\/strong> Student Health Insurance premium is $2,785. Project yearly increases at 1.5% above the previous year&#8217;s rate.<\/p>\n\n\n\n<p>If you have questions about these rates, please contact the Office of Research Services at 704\u2011687\u20111860.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Detail Breakdown of FY2024 Fringe Benefit Rates (effective 7\/1\/2023)<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><th>Employee Category<\/th><th>Retirement<\/th><th>FICA \/ Social Security<\/th><th>Claims-<br>Made<br>Fringe<br>Benefits<\/th><th>Total Fixed Fringe Rate w\/o Health Insurance<\/th><th>&nbsp;<\/th><th>Annual Health Insurance Premium<\/th><th>&nbsp;<\/th><th>Average Fringe Benefit Rate<\/th><\/tr><tr><td>EHRA Faculty &amp; Staff<\/td><td>14.09%<\/td><td>7.65%<\/td><td>4.38%<\/td><td>26.12%<\/td><td rowspan=\"7\">\n<h3>+<\/h3>\n<\/td><td>$7,557<\/td><td rowspan=\"7\">\n<h3>=<\/h3>\n<\/td><th>36.8%<\/th><\/tr><tr><td>SHRA Staff<\/td><td>24.50%<\/td><td>7.65%<\/td><td>4.38%<\/td><td>36.53%<\/td><td>$7,557<\/td><th>55.0%<\/th><\/tr><tr><td>Post Doc<\/td><td>0%<\/td><td>7.65%<\/td><td>0.10%<\/td><td>7.75%<\/td><td>$5,674<\/td><th>19.4%<\/th><\/tr><tr><td>Graduate Student*<\/td><td>0%<\/td><td>0%<\/td><td>0.10%<\/td><td>0.10%<\/td><td>$2,785<\/td><th>0.10%<\/th><\/tr><tr><td>Undergraduate Student<\/td><td>0%<\/td><td>0%<\/td><td>0.10%<\/td><td>0.10%<\/td><td>&#8211;<\/td><th>0.10%<\/th><\/tr><tr><td>Undergraduate \/ Graduate Student (SUMMER)<\/td><td>0%<\/td><td>7.65%<\/td><td>0.10%<\/td><td>7.75%<\/td><td>&#8211;<\/td><th>7.75%<\/th><\/tr><tr><td>Temporary<\/td><td>0%<\/td><td>7.65%<\/td><td>0.10%<\/td><td>7.75%<\/td><td>$1,712<\/td><th>12.0%<\/th><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>For more information, please see the links below:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td colspan=\"6\"> <strong>Annual Health Insurance Premium Costs:<\/strong><\/td><\/tr><tr><td> Post Doc:<\/td><td>&nbsp;<\/td><td colspan=\"4\"><a style=\"font-family: inherit\" href=\"https:\/\/gradlife.charlotte.edu\/postdocs\">Postdoctoral Fellows &#8211; Benefits<\/a><\/td><\/tr><tr><td>Graduate Student:<\/td><td>&nbsp;<\/td><td colspan=\"4\"> <a href=\"http:\/\/studenthealth.charlotte.edu\/insurance\">UNC Charlotte Student Health Insurance<\/a><p>*UNC Charlotte Student Health Insurance is now separately budgeted in addition to the claims made rate. The 2023-2024 premium is $2,785.<\/p><\/td><\/tr><tr><td colspan=\"6\">&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Tuition:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Include undergraduate\/graduate student tuition as needed as a separate line item under other direct costs.<\/li>\n\n\n\n<li><a href=\"http:\/\/finance.charlotte.edu\/student-accounts\/tuition-and-fees\">Click harrlotere<\/a> for the university&#8217;s tuition and fees information. Tuition and fees are budgeted based on the approved compensation packages below.<\/li>\n\n\n\n<li><a href=\"https:\/\/graduateschool.charlotte.edu\/faculty-and-staff-resources\/student-support\/standard-graduate-student-compensation-packages\" target=\"_self\" rel=\"noopener\">Click here<\/a> for the Graduate Student Compensation packages managed by the Graduate School.<\/li>\n\n\n\n<li><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Travel:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/finance.charlotte.edu\/resources\/travel\/travel-manual\">Travel Manual<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/finance.charlotte.edu\/resources\/travel\/mileage-transportation-reimbursement-mtr\">Mileage Reimbursement<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/finance.charlotte.edu\/about-us\/offices\/controllers-office\/disbursements\/travel\">Travel Contact page<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When a faculty member or unit based research office seeks the help of ORS to develop orreview a budget, ORS will do so to ensure that all proposed costs are allowable per theproposal guidelines and the Uniform Guidance, 2 CFR 200. 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