The Citrus Research and Development Foundation (CRDF) is pleased to present to researchers the forms needed for submitting revised budgets.
Due Dates
The Budget Revision Form and related documents should be submitted by the PI’s for projects approved for funding within two (2) weeks of receipt of peer reviews.
Budget Justifications and objectives for subsequent years of current funded projects are due at least three (3) weeks before the anniversary date of the current project year for each project. This lead time gives the business office time to process the research agreement or amendment for the subsequent year of funding on the project once the Revised Budget has been approved.
Instructions for Submitting Revised Budgets
The instructions included in this PDF document provide the materials you need to address reviewer comments about your project and submit revised budgets to the CRDF. Click the link above to begin the download. You can then view this file on your local computer or print the instructions to have on hand while you prepare your budget revision information.
You may need to use File > Save As to save these files to your computer depending on the operating system you are using. Continue reading below when you are ready to begin your next download.
You may prefer to complete the Subcontractor Expense Forms before your Revised Budget PDF Form since you will need the subcontractor information for your budget revision.
Revised Budget PDF Form
This document is a two-page PDF Form containing space for entering your revised budget figures and narrative. The 1000-word length for the narrative is approximate and can vary slightly depending on your computer software and operating system. The best way to grab a little more space for your narrative is to separate your sentences using a single space. Single spacing between sentences is consistent with current standard typographic practice. This will get you an additional 20 to 30 words for your narrative.
The subject line of the email created when you click the Submit button should read EXACTLY in all caps, “BUDGET REVISION – last name – project ID“. This identifier is used by the server to route your message to the proper destination.
Resource Personnel Detail Spreadsheet
Download Resource Personnel Spreadsheet
This form is a two-page Microsoft Excel spreadsheet template for you to provide information about your personnel allocations for each project objective.
WORKSHEET A
Be sure to read the legend in this document carefully to ensure you use the correct values in the spreadsheet fields. In particular, the values under the OBJ columns are values for each key person in your project (referenced in a given row) that refer to the percentage of that person’s FTE dedicated to the objective referenced in the column.
For example, if one of your key personnel is devoting 0.5 total FTE’s to your project, that 0.5 total FTE for that person might consist of 10% being devoted to Objective 1, 30% to Objective 2 and 60% to Objective 3. So, 10 would be entered in the column for Objective 1, 30 would be entered in the column for Objective 2, etc. The total percentage values in each row of this spreadsheet for each person’s row should add up to a total of 100%.
WORKSHEET B
Worksheet B contains space for you to list other existing and pending support, along with information about how you plan to address over-commitments of resources that might arise.
Subcontractor Expense Form
This is a PDF form that you will need to complete if you are working with third-party contractors, consultants or institutions. You need to submit a separate Subcontractor Expense Form for each participating subcontractor.
Project ID Numbers
The Microsoft Excel spreadsheets linked above contain the CRDF Project ID numbers used to uniquely identify your project. Please use these ID numbers (based on the first year your contract was awarded) in the appropriate fields in your Budget Revision PDF Forms. The projects are sorted by last name.