Thank you, Justin!! 😊 From: Justin Marmolejo <Justin.Marmolejo(a)utsa.edu&gt; Sent: Friday, January 17, 2025 9:14 AM To: rowdy.research(a)lists.it.utsa.edu; Carol Looney <carol.looney(a)utsa.edu&gt; Subject: [Rowdy.research] Re: New F&A Rates and UTSA Budget Templates & website Hi Liz, Please see my responses below in blue. In addition, the budget templates have been updated to include the following changes: FY25 Budget Template * Updated F&A Rate 1 on Period 2 tab * Updated subrecipient fields to allow for subrecipient names to carryover from Period 1 tab to all tabs FY26 Budget Template * Updated F&A Rate 1 on Period 2 tab * Updated subrecipient fields to allow for subrecipient names to carryover from Period 1 tab to all tabs * Updated MTDC definition on Period 2-10 tabs Thanks, Justin From: Elizabeth Tilley <elizabeth.tilley@utsa.edu<mailto:elizabeth.tilley@utsa.edu>> Sent: Thursday, January 16, 2025 3:09 PM To: Justin Marmolejo <Justin.Marmolejo@utsa.edu<mailto:Justin.Marmolejo@utsa.edu>>; rowdy.research@lists.it.utsa.edu<mailto:rowdy.research@lists.it.utsa.edu>; Carol Looney <carol.looney@utsa.edu<mailto:carol.looney@utsa.edu>> Subject: RE: New F&A Rates and UTSA Budget Templates & website Importance: High Hi Justin, This has been a topic of discussion for the last month, but I want to bring it up on the priority list, if possible. 1. OSP FORMS WEBSITE: I just had a faculty member who is submitting a Welch application on 1.31 go to the website (trying to be proactive) and get his cost share request submitted and signed and use the 8.30.24 version of the budget template that is still posted. Is there a way for you to just put a note on the website to not use those forms or link to the new area? The following highlighted forms have been removed from the Forms page and the links have been deleted as well so they do not appear in any search engine results. [cid:image001.png@01DB6904.26092200] 1. COMMUNICATION: I have not sent out a mass communication to faculty regarding the change in budget template because I have not been sure when the corrected version will be posted or if I should be responsible for that communication. If I am responsible for telling faculty, I want to make sure I’m sending the final updated version and what I should be telling them about the forms page. Please let me know how we should be communicating this information if OSP is not doing it for all faculty/colleges. It is my understanding that there is not going to be any communication from OSP regarding the changes in the budget template. Thank you! From: Elizabeth Tilley Sent: Friday, December 6, 2024 9:06 AM To: Justin Marmolejo <Justin.Marmolejo@utsa.edu<mailto:Justin.Marmolejo@utsa.edu>>; rowdy.research@lists.it.utsa.edu<mailto:rowdy.research@lists.it.utsa.edu>; Carol Looney <carol.looney@utsa.edu<mailto:carol.looney@utsa.edu>> Subject: RE: New F&A Rates and UTSA Budget Templates Hi Justin, I haven’t had a chance to look at this much this week, but Shannon was able to look through the spreadsheet and noted the items below. If the only thing changed was the F&A, can we possibly use the template from this year and change the F&A. There were just a lot of minor glitches with the new one. Good Afternoon Elizabeth, Also, in working on getting a budget gathered I also noticed that there are some formatting issues in the new templates – 1. Project Title – is not merged into one cell so that the whole title fits properly 2. Name – is not merged into one cell 3. Line 76 – is not merged into one cell (“Other – Please Specify”) 4. Lines 84 through 86 after Equipment Item 1, 2 or 3 – is not merged into one cell (in order to have the description flow properly) 5. Lines 88 through 91 participant section – lines are not merged (in order to provide descriptions for use) 6. Lines 93 through 97 Other Costs (F&A Excluded) – lines are not merged (in order to provide descriptions if necessary) These are the ones that I have found at this point. From: Justin Marmolejo <Justin.Marmolejo@utsa.edu<mailto:Justin.Marmolejo@utsa.edu>> Sent: Tuesday, December 3, 2024 4:48 PM To: rowdy.research@lists.it.utsa.edu<mailto:rowdy.research@lists.it.utsa.edu>; Carol Looney <carol.looney@utsa.edu<mailto:carol.looney@utsa.edu>> Subject: [Rowdy.research] Re: New F&A Rates and UTSA Budget Templates Hello everyone, Correction to the email below, it looks like excel is case sensitive when locking worksheets. The password is ut5a1604. Please reply to this email if you have any issues to keep everyone in the loop. Thanks, Justin From: Justin Marmolejo <Justin.Marmolejo@utsa.edu<mailto:Justin.Marmolejo@utsa.edu>> Sent: Tuesday, December 3, 2024 2:58 PM To: rowdy.research@lists.it.utsa.edu<mailto:rowdy.research@lists.it.utsa.edu>; Carol Looney <carol.looney@utsa.edu<mailto:carol.looney@utsa.edu>> Subject: [Rowdy.research] Re: New F&A Rates and UTSA Budget Templates Hello everyone, Quick follow up to the email below. The password to both budget templates is UT5A1604. Thanks, Justin From: Justin Marmolejo Sent: Tuesday, December 3, 2024 2:34 PM To: rowdy.research@lists.it.utsa.edu<mailto:rowdy.research@lists.it.utsa.edu>; Carol Looney <carol.looney@utsa.edu<mailto:carol.looney@utsa.edu>> Subject: New F&A Rates and UTSA Budget Templates Hello everyone, We have received the new F&A rate agreement for UTSA which can be found here<https://research.utsa.edu/research-admin/forms-policies-guideline...;. As a result of the new F&A rates and changes to the MTDC base, we have updated the internal UTSA Budget Template. The new budget template must be used on all proposals being submitted on Monday, December 9th or after. You can find the new budget template under the Proposal Packaging section on the OSP website<https://research.utsa.edu/osp/proposal-preperation.html>;. Because of the changes in the MTDC base occurring in FY26, please use the correct budget template as defined below. For proposals with a FY25 start date – use the FY25 budget template For proposals with a FY26 start date – use the FY26 budget template Please reach out to your respective team lead if you have any questions. Thanks, Justin Marmolejo Assistant Director, Office of Sponsored Projects | Staff Senate Chair<https://www.utsa.edu/staffsenate/> Office of Research The University of Texas at San Antonio One UTSA Circle San Antonio, TX 78249-1644 Office: NPB 5.102V04 Phone: 210.458.7049 Email: justin.marmolejo@utsa.edu<mailto:justin.marmolejo@utsa.edu> http://research.utsa.edu<http://research.utsa.edu/>