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Budget Preparation and Templates 

Budget Templates

These templates were prepared using Microsoft Excel and are provided to assist with budget creation for proposals at Ohio University. If you have any questions, please contact your pre-award administrator, Judi Rioch, rioch@ohio.edu, 740.593.9985, or Bethany Spurrier, 740.593.9750, according to the ORSP Grants and Contracts Manager departmental assignments.

NOTE: These templates were revised for FY 2015.

ORSP Generic Templates
National Institutes of Health (NIH) Templates
National Science Foundation (NSF) Templates

Budget Preparation Resources

  • Benefit Expense Rates Fringe Benefit rates include Group Health Insurance, Medicare, Workers' Compensation, and Retirement. Information regarding Graduate fee waivers may also be found in this document.
  • Salary Calculation Cheatsheet: A quick reference guide containing information about benefit rates, time breakdown of academic, calendar and summer months, and other pertinent information needed when preparing a budget for a granting agency.
  • Part-time and Overload Teaching Rates: Memo from Provost regarding part-time and overload teaching rates.
  • Travel Information:
    • Division of Finance Website: Information regarding per diem rates for domestic travel and link to the Travel Expense Report (Microsoft Excel) for planning purposes.

      Note: Ohio University owns and operates a full service agency located on our Southern campus called Travel World. Professional travel planning services are available to university faculty, staff, students, alumni, and the general public. Travel World has been selected by Procurement Services as our only preferred supplier for travel services.

    • Ohio University Policy 41.121 Reimbursement for Official Travel and Entertainment: Ohio Revised Code 126.31 enables employees of the University to be reimbursed for actual and necessary travel and other expenses incurred while on official business inside or outside the State of Ohio if authorized by the University. This policy outlines the procedures and authority for expenditures and reimbursement for official travel of University employees and students.
    • Ohio University Policy 03.015 Travel Advances: This policy provides for advances to be issued only when an employee is traveling with a group of students and a P-card or Controlled Value Card cannot meet the student's travel expenses; or if an employee is traveling to a remote geographical area where a P-card or Controlled Value Card is not accepted.
    • Concur: Cliqbook/Concur is an online system which allows you to make your travel arrangements, submit your travel expense reports, and update your purchasing card transactions.