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Budget Adjustment Request Data Form Instructions

1. Budget Section

Original Budget: Enter budget as originally awarded by the sponsor. F&A will automatically calculate based on the rate information entered in the next section. If an MTDC rate is used, enter that amount which is excluded from the F&A calculation on the Other line.

Current Approved Budget: Enter the current budget.

Requested Change:

  • Requested Increase: Enter requested increases as positive values on applicable lines.
  • Requested Decrease: Enter requested decreases as negative values on applicable lines.

Revised Budget: Automatically calculates.

Cumulative Change: Automatically calculates. Note: Line item changes > 25% or total budget changes > 10% usually require sponsor approval and will be indicated by “CHK” in that cell.

Expenses Thru: Enter the actual project-to-date expenses through the above date.

Available Budget: If actual expenses were entered in the previous column, the remaining available budget will automatically calculate.

2. F&A Rate Section

TDC = Total Direct Costs

MTDC = Modified Total Direct Costs

Enter F&A rate on applicable line. F&A amounts will automatically calculate throughout form.

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