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. 

PI/Department

ORO

  • 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

                      Resources