Budget Template

Budget Templates

06/20/2016: ORSP is in the process of developing a new budget template and we anticipate rolling-out the new budget templates for use by the University within the next few weeks. As such we have not updated the current templates with the new fringe benefit rates. However, those who choose to use the old template to prepare their budgets should modifiy the rates noted to the new rates. Information regarding the new rates may be found here.

ORSP is responsible for approving budget(s) of all proposals to outside granting agencies, and negotiates awards with funding agencies. Budget development should be detailed, realistic, and as comprehensive as possible to ensure that all costs of the project have been accounted for.

The Budget Template is used by faculty and staff in the preparation of their grant budgets.

  • The budget template includes auto-calculating features to calculate the most current approved fringe benefits and facilities and administrative costs (F&A) as established by the current Rutgers rate agreement, as well as imposing the correct calculation rules regarding those purchases or services that do not incur F&A.

  • Please also see the cost share policy for information regarding when a budget with cost share detail is required.

  • Once completed, the budget template and a complete budget justification (including cost-share detail when applicable) should be sent electronically to the Grants Specialist for review and comment. The Grants Specialist will respond back with any questions, concerns, request for correction(s), or suggestions on how to clarify the budget or justification.

Please note that the total funds granted by the sponsor at the time of award may not reflect the total amount of funds requested at the time of the proposal submission. As a result, your Grants Specialist will request a revised budget when necessary to reflect the exact amount of funds (in MTDC or TDC) and F&A received from the sponsor as stated in the award document.

Due to the integration of Rutgers and University of Medicine and Dentistry of New Jersey (UMDNJ) on July 1, 2013, there will be separate institutional rate agreements until such time as a joint proposal has been submitted and approved by the Cognizant Audit Agency. Therefore, to accommodate the two separate agreements, there is a second Legacy UMDNJ Budget Template for the Legacy UMDNJ group that reflects the rates established by the Legacy UMDNJ rate agreement. Additionally, as a result of the different fringe benefit rates, a second personnel page has been added to each template to assist in the preparation of budgets that include collaborative personnel from the other institution. Only one F&A rate can be reflected on the proposal budget so the F&A rate utilized in a collaborative proposal between a Rutgers investigator and a Legacy UMDNJ Investigator will be determined by the F&A rate of the Prime Investigator’s institution.

System/Software Requirements:

PC : Microsoft Office 2003 or newer
Note: Office 2003 requires a patch to use the non-cost share template. Please download it here

Mac : Microsoft Office 2004 or newer
Note: Office for mac 2004 requires a patch to use the non-cost share template. Please download it here


Please begin by selecting fiscal year on the welcome page.

  • Begin using the budget template by clicking on the personnel tab, located on the bottom of the page.

  • Move onto the subcontract tab, should you have a subaward.

  • Numbers entered into the personnel and subcontract tabs will automatically populate the summary tab.

  • To complete the budget template, fill out all other line items by entering them directly into the summary tab.