Budget Set-up Form

BUDGET SET-UP FORM Sponsored Programs/Accounting Office Submit completed form to OSP, MH-210 Proposal #: Fiscal Year: Type of Sponsor: Project Name: Project Manager: Start Date: New account to be established: Adjustment to existing account: Budget Category SALARIES 01 SAL Student Wages 05 SAL Graduate Assistant 10 SAL Staff PartTime BB 11 SAL Staff PartTime NB 15 SAL Staff BB 16 SAL Staff NB 25 SAL Administrative BB 26 SAL Administrative NB 30 SAL Instr PartTime BB 31 SAL Instr PartTime NB 35 SAL Instructor BB 36 SAL Instructor NB 52 SAL Stipends NB Total Salaries BURDENED BENEFITS Non-Federal Full Time (31.6%) Part-time & Students (6.7%) Stipends (6.7%) Federal Full Time (26.1%) Part-time & Students (8.4%) Stipends (8.4%) Total Burdened Benefits Contract Services Copying and Duplicating Equipment (Under $5,000 / Over $5,000) Printing General Student Aid Fellowship Supplies Travel Total Non-Personnel NM Transfer Indirect $ $ $ $ $ Project Budget End Date: Oracle #: Project Notes Matching/Cost Share Matching/Cost Share Notes $ - $ - $ $ $ - Total Project Budget Project Manager (PI) Sponsored Programs Comments - Date: Date: Expenditure Types by Alpha (production system setup as of 04/22/04) GL Acct Number 50300 50301 50304 50201 50201 50200 50200 50210 50210 50503 50504 50000 50000 50101 50101 50100 50100 50303 50500 50501 50302 51100 58000 51200 51300 51010 51010 51010 51010 51010 51010 51010 51010 51500 51500 51600 51600 51700 52400 52200 52200 51800 51800 51800 51800 51900 Expenditure Type 01 SAL Student Wages 03 SAL Student FWS CWO 05 SAL Graduate Assistant 10 SAL Staff PartTime BB 11 SAL Staff PartTime NB 15 SAL Staff BB 16 SAL Staff NB 20 SAL Staff Premium BB 21 SAL Staff Premium NB 23 SAL Shift Diffntial BB 24 SAL Lang Diffntial BB 25 SAL Administrative BB 26 SAL Administrative NB 30 SAL Instr PartTime BB 31 SAL Instr PartTime NB 35 SAL Instruction BB 36 SAL Instruction NB 50 SAL GraduateInstructor 52 SAL Stipends NB 60 SAL Bonus NB 61 SAL Student FWS Overun Advertising Promotional Agency Miscellaneous Expenses Automotive Awards and Trophies Benefits EE Benefit Costs Benefits Employee Orientation Benefits Employee Recognition Benefits Light Duty Benefits Safety Incentive Prog Benefits Travel Accident Ins Benefits Welfare Brokers Fee Benefits Work Comp Broker Fee Books Instructor Material Books Student Passthrough Collection Student Accts Collection Student Loans Commencement Computers Leased Computers Purchased Computers Software Contract Services Bibliog Util Contract Services Honoraria Contract Services Instruction Contract Services Other Copying and Duplicating GL Account Name Student Wages Student Wages FWS CWO Graduate Assistant Staff Salary Part Time Staff Salary Part Time Staff Salary Staff Salary Overtime Premium Overtime Premium Salary Shift Differential Salary Shift Differential Salary Administrative Salary Administrative Instructional Salary Part Time Instructional Salary Part Time Instructional Salary Instructional Salary Graduate Instructor Stipends Salary Bonus Student Wages FWS Overrun Advertising Agency Automotive Awards and Trophies Benefits Actual Costs Benefits Actual Costs Benefits Actual Costs Benefits Actual Costs Benefits Actual Costs Benefits Actual Costs Benefits Actual Costs Benefits Actual Costs Books Books Collection Costs Collection Costs Commencement Leases Equipment Equipment Contract Services Contract Services Contract Services Contract Services Copying and Duplicating Credit Card Fees Entertain Promo Fundraising Entertain Promo Prof Relat Entertain Promo Staff Recog Equipment over 5000 Equipment under 5000 Faculty Dev Airfare Faculty Dev Car Rental Faculty Dev Instruction Matls Faculty Dev Lodging Faculty Dev Meals Faculty Dev Other Faculty Dev Research Faculty Dev Seminar Fees Insurance Insurance Broker Fees Leases Automotive Leases Building Leases Heavy Equip Library Books / LT Acquisition Library Database Access Cost Library Interlibrary Loans Loan Admin Costs Membership Dues Miscellaneous Non Capitalized Workorders Outside Lecturers Outside Lecturers Living Cost PM CON Anthropologist PM CON Architectural Costs PM CON Civil Eng PM CON Electrical Eng PM CON Environmental Cons PM CON Gen Consultant PM CON Geotechnical Eng PM CON Landscape Cons PM CON Materials Testing PM CON Mechanical Eng PM CON Paleontologist PM CON Proj Mgmt Fees External PM CON Proj Mgmt Fees Internal PM CON Soils Testing PM CON Startup Consultants PM CON Structural Eng PM CON Traffic Engineer PM ERP Computers Hardware PM ERP Computers Software PM ERP Consulting PM ERP Equipment PM ERP Hardware Maintenance PM ERP Reprographic Expense PM ERP Software 55110 52100 52100 52100 52200 52200 52910 52910 52910 52910 52910 52910 52910 52910 52300 52300 52400 52400 52400 51510 51510 51515 55150 52500 52600 55160 52700 52700 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 Credit Card Fees Entertain Promotion Entertain Promotion Entertain Promotion Equipment Equipment Faculty Dev Faculty Dev Faculty Dev Faculty Dev Faculty Dev Faculty Dev Faculty Dev Faculty Dev Insurance Insurance Leases Leases Leases Library Acquisitions Library Acquisitions Interlibrary Loan Loan Cancels and Admin Membership Dues Miscellaneous Expenses Non Capitalized Workorders Outside Lecturers Outside Lecturers Consultant Consultant Consultant Consultant Consultant Consultant Consultant Consultant Consultant Consultant Consultant Consultant Consultant Consultant Consultant Consultant Consultant ERP ERP ERP ERP ERP ERP ERP PM ERP Software Maintenance PM ERP Supplies PM ERP Training PM ERP Travel Reimbursement PM MIS Asbestos Abatement Test PM MIS Miscellaneous PM MIS Parking PM MIS Rental Equipment PM MIS Reprographic Expense PM MIS Supplies PM MIS Telecom Charges PM MIS Travel Reimbursement PM PER Building PM PER Conditional Use PM PER Demo or Relocation PM PER Electrical PM PER Gas PM PER Governmentl Reviews PM PER Mechanical PM PER Plan Check Fees PM PER Plumbing PM PER Substantl ConformReview PM PER Trailers PM PER Util Fees Charges PM PER Water PM SUB Fire Smoke Security Sys PM SUB HVAC Contractor PM SUB Photography PM SUB Undergrnd Util Locating PM TI Equipment PM TI Escalation Cost PM TI FF and E PM TI Finishes PM TI Furniture Moving PM TI Gen Constrn Contingency PM TI Gen Construction Cost PM TI General Conditions PM TI Graphic Design PM TI Labor PM TI Movein Costs PM TI Program Development PM TI Signage PM TI Specialty Products PM01 General Requirements PM02 Site Construction PM03 Concrete PM04 Masonry PM05 Metals PM06 Wood and Plastics PM07 Therm Moisture Protection PM08 Doors and Windows PM09 Finishes 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 ERP ERP ERP ERP Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Miscellaneous Permits and Fees Permits and Fees Permits and Fees Permits and Fees Permits and Fees Permits and Fees Permits and Fees Permits and Fees Permits and Fees Permits and Fees Permits and Fees Permits and Fees Permits and Fees Subcontractor Subcontractor Subcontractor Subcontractor Tenant Improvement Tenant Improvement Tenant Improvement Tenant Improvement Tenant Improvement Tenant Improvement Tenant Improvement Tenant Improvement Tenant Improvement Tenant Improvement Tenant Improvement Tenant Improvement Tenant Improvement Tenant Improvement Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs PM10 Specialties PM11 Equipment PM12 Furnishings PM13 Fire Suppression PM14 Conveying Systems PM15 Mechanical PM16 Electrical PM17 Construct Contingency PM18 Escalation Cost PM19 General Conditions PM20 Construction Fees PM21 Liability Insurance PM22 Bond Postage Postage Bulk Mail Postage UPS Fed Exp Printing Brochure Printing Catalog Printing General Printing Promotional Prof Dev Airfare Prof Dev Car Rental Prof Dev Lodging Prof Dev Meals Prof Dev Other Prof Dev Seminar Fees Professional Fees Professional Fees Audit Tax Professional Fees Bank Professional Fees Consulting Professional Fees Legal Professional Fees Web Hosting Recruiting Athlete Recruiting Employee Recruiting Student Relocation Costs Rental Classroom Rental Equipment Rental Other Repairs and Maintenance Repairs Bindings Repairs Insurance Deductible Repairs Maint Comp Hardware Repairs Maint Comp Software Subscriptions and Journals Supplies Computer Supplies ID Card Forms Supplies Lab Supplies Office Supplies Other Supplies Paper And Plastics Supplies Shop 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 13065 52800 52800 52800 53100 53100 53100 53100 52900 52900 52900 52900 52900 52900 53000 53000 53000 53000 53000 53000 53200 53200 53200 53300 53400 53400 53400 53500 53500 53500 53500 53500 51500 53800 53800 53800 53800 53800 53800 53800 Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Construction Costs Postage Postage Postage Printing Printing Printing Printing Professional Dev Professional Dev Professional Dev Professional Dev Professional Dev Professional Dev Professional Fees Professional Fees Professional Fees Professional Fees Professional Fees Professional Fees Recruiting Recruiting Recruiting Relocation Costs Rental Rental Rental Repairs and Maintenance Repairs and Maintenance Repairs and Maintenance Repairs and Maintenance Repairs and Maintenance Books Supplies Supplies Supplies Supplies Supplies Supplies Supplies Telephone Telephone Cellular Telephone Fax Lines Telephone Internet Telephone Telecom Travel Admin Airfare Travel Admin Car Rental Travel Admin Lodging Travel Admin Meals Travel Admin Other Travel Faculty Airfare Travel Faculty Car Rental Travel Faculty Lodging Travel Faculty Meals Travel Faculty Other Travel Student Airfare Travel Student Lodging Travel Student Other Travel Student Subsistence Utility Electricity Utility Gas Utility Oil Utility Sewer Utility Water 53900 53900 53900 53900 53900 54000 54000 54000 54000 54000 54000 54000 54000 54000 54000 54030 54030 54030 54030 54100 54100 54100 54100 54100 Telephone Telephone Telephone Telephone Telephone Travel Employee Travel Employee Travel Employee Travel Employee Travel Employee Travel Employee Travel Employee Travel Employee Travel Employee Travel Employee Travel Student Travel Student Travel Student Travel Student Utilities Utilities Utilities Utilities Utilities University of San Diego Salary Expenditure Type Definitions 01 SAL Student Wages - Students directly employed by the University and whose payroll is funded by the University, and not by a work-study program, are classified here. 03 SAL Student FWS CWO - Students employed by the University and whose payroll is funded by a Federal Work Study (FWS) or College Work Opportunity (CWO) program are classified here. 05 SAL Graduate Assistant - Students performing casual or clerical functions while enrolled in the University's Master's or Doctoral programs are classified to this expenditure type. 10 SAL Staff PartTime BB - Personnel included in this classification work on a part time basis in a non-supervisory role. These employees are benefits-based and may perform technical, clerical, maintenance, food preparation, or other administrative functions for the University. 11 SAL Staff PartTime NB - Personnel included in this classification work on a part time basis in a non-supervisory role. These employees are non-benefits-based and may perform technical, clerical, maintenance, food preparation, or other administrative functions for the University. 15 SAL Staff BB - Personnel included in this classification are benefits-based and non-supervisory in nature. These employees may perform technical, clerical, maintenance, food preparation, or other administrative functions for the University. 16 SAL Staff NB - Personnel included in this classification are non-benefits-based and non-supervisory in nature. These employees may perform technical, clerical, maintenance, food preparation, or other administrative functions for the University. 25 SAL Administrative BB - Employees included in this classification are benefits-based and primarily involved in the direction, supervision, and coordination of University activities. Usually included here are job titles such as Administrator, Manager, Department Head, Supervisor, and Director. 26 SAL Administrative NB - Employees included in this classification are non-benefits-based and primarily involved in the direction, supervision, and coordination of University activities. Usually included here are job titles such as Administrator, Manager, Department Head, Supervisor, and Director. 30 SAL Instr PartTime BB - Employees included in this classification include part-time faculty involved in the direct instruction to students, who are benefits-based. 31 SAL Instr PartTime NB - Employees included in this classification include part-time faculty involved in the direct instruction to students, who are non-benefits-based. 35 SAL Instruction BB - This classification includes members of the University's benefits-based faculty involved in the direct instruction to students. 36 SAL Instruction NB - This classification includes members of the University's non-benefits-based faculty involved in the direct instruction to students. 50 SAL Graduate Instructor – Students teaching courses at the University while enrolled in our Master's or Doctoral programs are classified to this expenditure type. 52 SAL Stipends NB – Stipends paid to employees of the University for work performed in connection with grants and contracts, workshops, course development or other assignments are classified here.