Budget Development

Once the RPM reviews the budgetary information from the PIF, he/she will develop the proposal budget in partnership with the PI/Department.   

In proposing budgets for sponsored projects, the PI assures Stanford and the potential sponsor that project costs  are represented as accurately as possible. 



  • Provides budget details to RPM by completing and submitting the PIF in SeRA
  • Prepares the budget justification in accordance with sponsor requirements
  • Completes Task/Activity/Milestone-based sponsor budget forms
  • Completes the Patient Care Billing Workbook (typically with the help of a study coordinator), if applicable
  • Completes the CTRU workbook, if applicable
  • Works with PI/Dept. on pre-proposal internal budgets when required
  • Uses the PIF to draft internal budget and sends to PI for review
  • Determines when PI effort waiver is needed based on sponsor guidelines
  • Reviews/confirms sponsor policy on F&A costs and requests IDC waiver approvals when necessary. Note, IDC Waivers will not be granted to for-profit sponsors
  • Obtains department approval for cost-sharing, as needed
  • Reviews budget justification for consistency with budget
  • Prepares sponsor budget form pages; enters budget into application
  • Ensures that subaward budgets are correctly linked to the main budget