Office of Sponsored Projects NIH INSTITUTIONAL TRAINING GRANT GUIDE RUTH L. KIRSCHSTEIN NATIONAL SERVICE AWARDS (NRSA) IN COEUS

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1 Office of Sponsored Projects NIH INSTITUTIONAL TRAINING GRANT GUIDE RUTH L. KIRSCHSTEIN NATIONAL SERVICE AWARDS (NRSA) IN COEUS Coeus Premium X Document Version 4 Updated June 2013

2 Contents I. ABOUT THE NIH INSTITUTIIONAL TRAINING GRANT GUIDE... 3 II. NIH SPECIFIC REQUIREMENTS AND RESTRICTIONS FOR NRSA INSTITUTIONAL TRAINING GRANTS... 3 Current Stipend Levels... 3 III. COEUS SPECIFIC ELEMENTS TO NRSA INSTITUTIONAL TRAINING OPPORTUNITIES... 4 o Proposal Details Tab... 4 o Organization Tab... 5 o Investigator Tab... 5 o Key Person Tab... 5 o Budget Section... 6 Entering Your Budget Information... 6 Budgeting for Student Stipends... 7 Budgeting for & Fees Budgeting for Trainee Travel Budgeting for Trainee Related Expenses Sample Budget in Coeus o Questionnaire Section Completing the Questionnaire o Narrative for Proposal Section Uploading Attachments APPENDIX A: MAPPING OF THE PHS 398 RESEARCH TRAINING PROGRAM PLAN FORM APPENDIX B: MAPPING OF THE PHS 398 TRAINING BUDGET FORM APPENDIX C: BUDGET CREATION TIPS X NIH Training Grant Guide - V 4 Page 2 of 21

3 I. ABOUT THE NIH INSTITUTIIONAL TRAINING GRANT GUIDE This document is intended to help you complete proposal submissions for the Ruth Kirschstein National Research Service Awards (NRSA) Institutional Research Training Grants (T32, T34, T35 and T90) in Coeus. This guide highlights the elements that are specific to the NRSA T Series opportunities. It does not give step by step instructions on how to complete a proposal in Coeus; therefore it should be used in conjunction with the Coeus Proposal Development User Guides located at: In addition, for detailed instructions specific to the Ruth Kirschstein National Research Service Awards (NRSA), please refer to the Funding Opportunity Announcement and the Supplemental Instructions to the SF424 (R&R) for Preparing Institutional Ruth L. Kirschstein National Research Service Award (NRSA) Application, Section 8 located at: Prospective applicants are encouraged to review the T Kiosk for the most current program information. The T Kiosk includes information on NIH-wide Parent FOAs as well as IC-specific FOAs for particular T programs. II. NIH SPECIFIC REQUIREMENTS AND RESTRICTIONS FOR NRSA INSTITUTIONAL TRAINING GRANTS Current Funding Opportunity Announcements can be found at: Proposal Types that can be submitted: o New o Resubmissions o Renewals o Revisions Current Funding Levels can be found at: Current Stipend Levels Current Stipend Levels can be viewed at: (at the bottom of the page by Fiscal Year) Effective with all Kirschstein-NRSA awards made on or after October 1, 2011, the following annual stipend levels apply to all individuals receiving support through institutional research training grants or individual fellowships, including the Minority Access to Research Career (MARC) and Career Opportunities in Research (COR) programs. Undergraduates in the MARC and COR Programs: Career Level Stipend for FY 12 & 13 Freshmen/Sophomores $8,304 Juniors/Seniors $11,628 Predoctoral and Postdoctoral: Career Level Years of Experience Stipend for FY 12 & 13 Predoctoral ALL $22,032 Postdoctoral 0 $39,264 1 $41, X NIH Training Grant Guide - V 4 Page 3 of 21

4 2 $44,340 3 $46,092 4 $47,820 5 $49,884 6 $51,582 7 or more $54,180 III. COEUS SPECIFIC ELEMENTS TO NRSA INSTITUTIONAL TRAINING OPPORTUNITIES o PROPOSAL DETAILS TAB In the Proposal Details Tab, be sure to select the appropriate Activity Type and Anticipated Award Type. 1. For NRSA Institutional Training Opportunities, from the Activity Type drop-down, please select Instruction (Institutional Training Grants). Selecting this will ensure that Coeus Budget will automatically apply an 8% F&A Rate. 2. For NRSA Institutional Training Opportunities, from the Anticipated Award Type drop-down, please select Training Grant X NIH Training Grant Guide - V 4 Page 4 of 21

5 o ORGANIZATION TAB In the Organization Tab, list all of the locations where training, program management, and the research training experiences described in the Research Training Program Plan will be performed as Other Organization. o INVESTIGATOR TAB In the Investigator Tab, include the PD/PI. The PD/PI will be responsible for the selection and appointment of eligible trainees to the NRSA Training Grant, for the overall direction, management and administration of the research training program, program evaluation, and the submission of all required forms in a timely manner. Enter the appropriate effort in the Effort % field. Multiple PD/PIs: More than one Training PD/PI (or multiple PD/PIs), may be designated on the application for training programs that require a team approach and therefore clearly do not fit the single PD/PI model, e.g. interdisciplinary or multidisciplinary training. ***Please Note *** Applicants with multiple Training PD/PIs must provide a Leadership Plan that emphasizes how leadership by multiple PD/PIs will benefit the research training program and the trainees. o KEY PERSON TAB Training faculty and any other individuals whose contributions are critical to the development, management and execution of the Research Training Program Plan in a substantive, measurable way (whether or not salaries are reimbursed) should be identified as senior/key persons and included in the Key Person Tab. These would include co- Director(s), if applicable, and program staff. Since these efforts are not project related research endeavors, they should not be identified in Other Support information. Do not include proposed mentors and training faculty members (other than senior/key persons) in this section. Biographical Sketches for mentors and participating faculty will be included in the PHS 398 Research Training Program Plan Component, Participating Faculty Biosketches X NIH Training Grant Guide - V 4 Page 5 of 21

6 o BUDGET SECTION Entering Your Budget Information When entering the budget information, make sure to use the Cost Elements that begin with f) to build your training budget; these are appropriately programmed to map to the PHS 398 Training Budget Form. (To view the listing of all the Cost Elements available, please see the Coeus Cost Element/Subcode Spreadsheet located at on the Coeus Website. f) Trainee/s Cost Element Description Sub Code Category on Grnats.gov Forms F&A Applied Inflation Type Fringe Benefits F f) Health Fee 5130 Exclusion TDC Health Fees N/A F f) Health Insurance 5370 Other MTDC TDC Health Insurance N/A F f) Institutional Allowance (Fellow) Other MTDC TDC N/A N/A F f) Travel Travel MTDC TDC Travel N/A F19 f) /Fees Other Exclusion TDC Graduate N/A F18 f) /Fees Post Doc Degree Exclusion TDC Graduate N/A F17 f) /Fees Post Doc Non Degree Exclusion TDC Graduate N/A F15 f) /Fees Pre Doc Duel Degree Exclusion TDC Graduate N/A F16 f) /Fees Pre Doc Single Degree Exclusion TDC Graduate N/A F02 f) /Fees Undergraduate Exclusion TDC Graduate N/A F f) Stipend Post Doc 5210 Stipend MTDC TDC N/A N/A F f) Stipend Pre Doc 5110 Stipend MTDC TDC N/A N/A F f) Stipend Undergrad 5320 Stipend MTDC TDC N/A N/A F f) Stipend Senior Fellow (Fellowship Only) 5110 Senior Personnel MTDC TDC N/A N/A F f) Stipend Other 5320 Stipend MTDC TDC N/A N/A F F f) Training Related Expenses (Trainee) f) Post Doc Medical Suppl. Other MTDC TDC N/A N/A 5240 Other MTDC TDC Health Insurance N/A X NIH Training Grant Guide - V 4 Page 6 of 21

7 Budgeting for Student Stipends The following Stipend Cost Elements should be used to budget for the appropriate type and stipend level the grant will request: Cost Element Description Sub Code Category on Grnats.gov Forms F&A Applied Inflation Type Fringe Benefits F f) Stipend Post Doc 5210 Stipend MTDC TDC N/A N/A F f) Stipend Pre Doc 5110 Stipend MTDC TDC N/A N/A F f) Stipend Undergrad 5320 Stipend MTDC TDC N/A N/A F f) Stipend Other 5320 Stipend MTDC TDC N/A N/A Current Stipend Levels can be viewed at: (at the bottom of the page by Fiscal Year) ***Please Note*** Stipend amounts in the Budget must match the Stipend amounts from the answered questions in the Questionnaire. OSP NOW maintains the most current stipend levels in the Stipend Cost Elements (Stipend Post Doc, Stipend Pre-Doc, and Stipend Undergrad) and in the Questionnaire. The Current Enhancement provides the ability to: Select federally defined NRSA Stipend Levels in the Proposal Budget; Multiply the stipend amounts times the number of individuals assigned at each Stipend Level Once added to the budget period, the stipend cost line items will generate to all periods, and can be modified in each budget period. Coeus is programmed with the current NRSA Stipend amounts selectable in the Coeus Budget ( X NIH Training Grant Guide - V 4 Page 7 of 21

8 The following Coeus Cost Elements are set-up with the pre-defined NRSA Stipend levels: F Stipend Post Doc F Stipend Pre Doc F Stipend Undergrad To budget for Student Stipends: PROCEDURE 1. In Period 1 Tab, select Items Add Line Item from the menu bar -. You can use the keyboard shortcut <Ctrl> + <A> (or <Command> + <A> for Mac users) to add a line item without having to use the mouse. This can be a big time saver since you will be adding many line items per budget. A blank line item will display in the Period 1 Tab, highlighted is yellow. 2. Select Items Select Cost Element from the menu bar or double click on the CE field to display the list of Available Cost Elements. The Cost Elements Window will open. 3. In the Cost Element Window, click on one of the f) Stipend - cost element you want to include and click the [OK] button. For example, select the f) Stipend Post-Doc cost element and click the [OK] button. The selected Cost Element will display in Period 1 Tab, highlighted in yellow. 4. Select the item and go to Items Edit Details (Alternatively you can double-click in the Cost Element Description field to open the Formulated Cost Line item details) Formulated Cost Line Item Detail Window will open up X NIH Training Grant Guide - V 4 Page 8 of 21

9 5. In the Formulated Cost Line Item Detail Window click on the [Add] button to generate a detail line in the window. 6. From the Formulated Type drop-down, select the Post-Doc Stipend Level you want to budget for from the list. Once selected, the Unit Cost will populate with the appropriate amount. 7. Complete the remaining fields as may be required based on the following definitions: Formulated Type drop down select the NRSA Stipend Level you want to add Unit Cost field will automatically populate with a cost based on the Stipend Level selected in the Formulated Type drop-down Count field enter the number of individuals you want to budget for at this particular stipend level Frequency field enter the number to indicate how often within the particular project period (e.g. Period 1) will each individual receive the stipend (most likely 1 should be entered in this field as the stipends are per year) Calculated Expenses field will automatically populate the total expense based on the variables entered in the other fields (i.e. Unit Cost X Count X Frequency) X NIH Training Grant Guide - V 4 Page 9 of 21

10 8. Add other formulated type lines to this cost elements if they fall under the same cost element selected (in our example other stipend amounts if the fall under the Stipend Post-Doc cost element) by following the steps outlined above. ***NOTE*** You can add multiple Stipend Levels that fall under the same Cost Element into the same Formulated Cost Line Item Details Window [e.g. Levels 0-7+more would all fall under the Stipend Post Doc cost element]. 9. Use the: a. [Calculate] button in the Formulated Cost Line Item Detail Window to calculate the OH rates, as maintained for the cost element; b. [Delete] button to remove any of the maintained types; c. [OK] button to save and close the Formulated Cost Line Item Detail Window; d. [Cancel] button to close the Formulated Cost Line Item Detail Window without saving. 10. Repeat these steps as necessary to add other Stipend Cost Elements. Budgeting for & Fees and Fees are budgeted as one Cost Element for Training Grants. The following /Fees Cost Elements should be used to budget for the various trainees in your budget (*this will populate the /Fees requested ($) field on the PHS 398 Training Budget Form): Cost Element Description Sub Code Category on Grnats.gov Forms F&A Applied Inflation Type Fringe Benefits F19 f) /Fees Other Exclusion TDC Graduate N/A F18 f) /Fees Post Doc Degree Exclusion TDC Graduate N/A F17 f) /Fees Post Doc Non Degree Exclusion TDC Graduate N/A F15 f) /Fees Pre Doc Duel Degree Exclusion TDC Graduate N/A F16 f) /Fees Pre Doc Single Degree Exclusion TDC Graduate N/A F02 f) /Fees Undergraduate Exclusion TDC Graduate N/A ***Please Note*** NIH instructions state that Applicants should request full needs for and Fees. The NIH IC will apply the appropriate formula by offsetting the combined costs of requested tuition and fees at the rate in place at the time of the award X NIH Training Grant Guide - V 4 Page 10 of 21

11 Budgeting for Trainee Travel Some NIH awarding components pay a flat rate per trainee for trainee travel for all long-term trainees. See the appropriate FOA and/or contact the awarding component to determine the amount provided for travel. The following Travel Cost Elements should be used to budget for travel costs (*this will populate the Trainee Travel Funds Requested ($) field on the PHS 398 Training Budget Form): Cost Element Description Sub Code Category on Grnats.gov Forms F&A Applied Inflation Type Fringe Benefits F f) Travel Travel MTDC TDC Travel N/A Budgeting for Trainee Related Expenses Funds to defray other costs of training, such as health insurance (self-only or family), staff salaries, consultant costs, equipment, research supplies, staff travel, etc., are requested as a lump sum based on the amounts specified in the FOA and at for each predoctoral and postdoctoral trainee. Based on the number of trainees at the predetermined rate, enter the total dollar figure. FY 12 & 13 Rates: Predoctoral Trainees - $4,200 Postdoctoral Trainees - $7,850 You can budget for Health Insurance and/or the Post Doc Medical Suppl. separately by using the following Cost Elements: Cost Element Description Sub Code Category on Grnats.gov Forms F&A Applied Inflation Type Fringe Benefits F f) Health Insurance 5370 Other MTDC TDC Health Insurance N/A F f) Post Doc Medical Suppl Other MTDC TDC Health Insurance N/A OR You can budget for all training related expense using the following Cost Element: Cost Element Description Sub Code Category on Grnats.gov Forms F&A Applied Inflation Type Fringe Benefits F f) Training Related Expenses (Trainee) Other MTDC TDC N/A N/A All three Cost Elements are mapped to the Training Related Expenses field on the PHS 398 Training Budget Form. ***Please Note ***Health insurance (self-only or family, as applicable) is an allowable cost that may be requested as part of training related expenses, but only to the extent that the same health insurance fees are charged to regular non- Federally-supported students and postdoctoral fellows. The allowable TRE amount will be awarded as a lump sum. No further itemization or explanation is required. ***Please Note *** Health Insurance is programmed to inflate at 4.5%. If you do not want to inflate insurance you must turn off inflation in the Budget Line Item Details Window. (Double click line item to open the window and uncheck the Apply Inflation checkbox) X NIH Training Grant Guide - V 4 Page 11 of 21

12 Sample Budget in Coeus X NIH Training Grant Guide - V 4 Page 12 of 21

13 o QUESTIONNAIRE SECTION Completing the Questionnaire To answer some of the questions that appear on the PHS 398 Training Budget Form, you must complete the Questionnaire in Coeus. The questionnaire is a NEW function in Coeus Proposal Development to assist with the creation of your proposals. It is mapped to the sponsor form and directly populates the form based on the answers provided. All sets of questions within a questionnaire must be answered in order to pass validation checks prior to submission. You will receive a Grants.gov error message that prompts you to the questionnaire if it is needed. To view a list of all the Questionnaire questions please visit To Navigate to the Questionnaire: 1. Select Edit Questionnaire from the menu bar. The Proposal Questionnaire Window will open. 2. Select the PHS 398 Training Budget Form V1-0 Questionnaire. You will be prompted to answer a series of questions. As you complete each section, click the [Save & Proceed] button to move onto the next screen of questions. You will be prompted to answer questions about the number and level of trainees for each budget period. The Questionnaire repeats the questions to support the form capability of up to a five (5) period budget. If the selected opportunity only allows three (3) years of support, when presented with the questions Are you requesting funds for budget period 4? And Are you requesting funds for budget period 5?, answer NO to these questions to leave those budget periods blank. See additional budget creation tips in Appendix C. When completing this questionnaire, there is the option to Print Previous Answers, Modify Answers and Start Over. These links are on top of the questionnaire screen. The Questionnaire must be completed in full before any modifications can be made. All data will be lost if you try to go back and modify previous answers before it is saved. For detailed instructions, please refer to the Proposal Finalization and Approval User Guide, Section II. Completing the Questionnaire. ***Note*** Completing YNQ questions Section is still required in addition to answering the Questionnaire questions! X NIH Training Grant Guide - V 4 Page 13 of 21

14 o NARRATIVE FOR PROPOSAL SECTION Uploading Attachments There are specific narrative types that map to the appropriate fields on the PHS 398 Research Training Program Plan Form. They are as follows (these are not listed in alphabetical order in Coeus): PHS 398 Research Training Program Plan Form field Section 2. Field 1. Introduction to Application (for RESUBMISSION applications only) Section 2. Field 2. Background Section 2. Field 3. Program Plan Section 2. Field 4. Recruitment and Retention Plan to Enhance Diversity Section 2. Field 5. Plan for Instruction in the Responsible Conduct of Research Section 2. Field 6. Progress Report (for RENEWAL applications only) Section 2. Field 7. Human Subjects Section 2. Field 8. Vertebrate Animals Section 2. Field 9. Select Agent Research Section 2. Field 10. Multiple PD/PI Leadership Plan (if applicable) Section 2. Field 11. Consortium/Contractual Arrangements Section 2. Field 12. Participating Faculty Biosketches Section 2. Field 13. Data Tables Section 2. Field 14. Letters of Support Section 2. Field 15. Appendix Narrative Type in Coeus PHS_ResTrainingPlan_Introduction PHS_ResTrainingPlan_Background PHS_ResTrainingPlan_ProgramPlan PHS_ResTrainingPlan_RecruitmentPlan PHS_ResTrainingPlan_RespConductResearch PHS_ResTrainingPlan_ProgressReport PHS_ResTrainingPlan_HumanSubjects PHS_ResTrainingPlan_VertAnimals PHS_ResTrainingPlan_SelectAgentResearch PHS_ResTrainingPlan_PILeadershipPlan PHS_ResTrainingPlan_ConsContractual PHS_ResTrainingPlan_FacBiosketches PHS_ResTrainingPlan_DataTables PHS_ResTrainingPlan_SupportLetters PHS_ResTrainingPlan_Appendix X NIH Training Grant Guide - V 4 Page 14 of 21

15 APPENDIX A: MAPPING OF THE PHS 398 RESEARCH TRAINING PROGRAM PLAN FORM Box # Adobe Forms Field Location COEUS Section COEUS Tab COEUS Field Name Instructions/Notes 1 Type of Submission Proposal Details Select from the list: New, Resubmission, Proposal Tab Proposal Type Screen Renewal, Continuation, or Revision. For Revision or Resubmissions only. Users must prepare a document containing the 1. Introduction to required information and upload it as a pdf file. PHS_ResTrainingPlan Application Unless otherwise specified in the FOA, the _Introduction Introduction may not exceed 3 pages for resubmissions or 1 page for revisions Users must prepare a document containing the required information and upload it as a pdf file. 2. Background PHS_ResTrainingPlan The Background must fit within the combined _Background 25-page limit for Sections 2-5, unless otherwise specified in the FOA. Users must prepare a document containing the required information and upload it as a pdf file. 3. Program Plan PHS_ResTrainingPlan The Program Plan must fit within the combined Edit _ProgramPlan 25-page limit for Sections 2-5, unless otherwise specified in the FOA. Narrative Users must prepare a document containing the 4. Recruitment and required information and upload it as a pdf file. Retention Plan to The Recruitment and Retention Plan to Enhance PHS_ResTrainingPlan Enhance Diversity must fit within the combined 25-page _RecruitmentPlan Diversity limit for Sections 2-5, unless otherwise specified in the FOA. 5. Plan for Users must prepare a document containing the Instruction in the required information and upload it as a pdf file. PHS_ResTrainingPlan Responsible This section must fit within the combined 25- _RespConductResear Conduct of page limit for Sections 2-5, unless otherwise ch Research specified in the FOA. Renewal applications only. 6. Progress Report PHS_ResTrainingPlan Users must prepare a document containing the _ProgressReport required information and upload it as a pdf file. Please consult the instructions provided with the application package regarding the content of the above mentioned attachments. Research Training Program Attachments X NIH Training Grant Guide - V 4 Page 15 of 21

16 Box # Research Training Program Attachments Adobe Forms Field Location 7. Human Subjects 8. Vertebrate Animals 9. Selected Agent Research 10. Multiple PD/PI Leadership plan Diversity COEUS Section Edit Narrative COEUS Tab COEUS Field Name PHS_ResTrainingPlan_ HumanSubjects PHS_ResTrainingPlan_ VertAnimals PHS_ResTrainingPlan_ SelectAgentResearch PHS_ResTrainingPlan_ PILeadershipPlan Instructions/Notes Users must prepare a document containing the required information and upload it as a pdf file. This section is required for applicants answering yes to the question Are human subjects involved? on the R&R Other Project Information form. If trainee participation in research involving human subjects is solely as part of other research projects that have received or will receive IRB review and approval, and no portion of the Training Grant Award will be used to support this research; provide a list of previously approved research projects (grant number, PD/PI, and project title) and their IRB approval dates or exemption designations. Users must prepare a document containing the required information and upload it as a pdf file. If Vertebrate Animals are involved in the project, address each of the five points listed in the PHS SF424 (R&R) Adobe Form Version B Application Guide Part I, Section 5.5) If the training program involves the use of live vertebrate animals solely as part of other research project grants, and no portion of the Training Grant Award will be used to support the purchase, use, or husbandry of live vertebrate animals in this research; provide a list of previously approved research projects (grant number, PD/PI, and project title) and IACUC approval dates. Users must prepare a document containing the required information and upload it as a pdf file. Select Agents are hazardous biological agents and toxins that have been identified by DHHS or USDA as having the potential to pose a severe threat to public health and safety, to animal and plant health, or to animal and plant products. CDC maintains a list of these agents. See Please refer to PHS SF424 (R&R) Adobe Form Version B Application Guide Part I, Section 5.5 and/or specific funding opportunity announcement for detailed instructions. Users must prepare a document containing the required information and upload it as a pdf file. When submitting a multiple PD/PI application, you must provide a Leadership Plan X NIH Training Grant Guide - V 4 Page 16 of 21

17 11. Consortium/Contractual Arrangements 12. Participating Faculty Biosketches 13. Data Tables 14. Letters of Support PHS_ResTrainingPlan_ ConsContractual PHS_ResTrainingPlan_ FacBiosketches PHS_ResTrainingPlan_ DataTables PHS_ResTrainingPlan_ SupportLetters Users must prepare a document containing the required information and upload it as a pdf file. Explain the programmatic, fiscal, and administrative arrangements to be made between the applicant organization and the consortium organization(s). Faculty Biosketches for participating faculty should follow the Additional NIH and other PHS Agencies Instructions for a Biographical Sketch, except that a personal statement is not required for participating faculty. These should be attached as a single document to avoid having to upload large numbers of separate documents. Instructions for Data Tables 1-12 are located on the OER website at the following URL tm#datatableinstruct. These instructions include an Introduction to the Data Tables that provides instructions applicable to all tables, specific instructions for each table, and Sample Data Tables. The Sample Data Tables illustrate the kind of data to include in each table for Kirschstein- NRSA training grant applications. This webpage also includes an explanation of how this information is used by reviewers and NIH staff during peer review and in reaching funding decisions. Blank Data Tables are available to download. Modification of these instructions for use in non-kirschstein-nrsa training grant applications will be included in relevant FOAs. Attach appropriate letters here from all individuals confirming their roles in the project. Users must prepare a document containing the required information and upload it as a pdf file. The Narrative Type requires Description Title in the Module Title Field. (Do NOT use any special characters or spaces in make you type in COEUS) Combine all the appendix items and upload the attachment in COUES. A maximum of 10 PDF attachments is allowed in the 15. Appendix PHS_ResTrainingPlan_ Appendix. If more than 10 appendix attachments are Appendix needed, combine the remaining information into attachment #10. Note that this is the total number of appendix items, not the total number of publications. A summary sheet listing all of the items included in the appendix is encouraged but not required. When including a summary sheet, it should be included in the first appendix attachment. Please consult the instructions provided with the application package regarding the content of the above mentioned attachments X NIH Training Grant Guide - V 4 Page 17 of 21

18 APPENDIX B: MAPPING OF THE PHS 398 TRAINING BUDGET FORM ***NOTE *** This form can NOT be printed from Coeus until the Questionnaire section is complete and all the required attachments are uploaded in Coues. Trainees: The number of Trainees in this form s categories (Undergraduate, Predoctoral, Postdoctoral, short term, full term, single degree, dual degree, non-degree seeking, degree seeking) utilizes the Questionnaire for the data to populate the PHS 398 Training Budget form. Stipends: Because the stipend rates are regulated by NIH, a data table has been created using the current fiscal year NIH rates to calculate and populate this form based on the entries in the Questionnaire. The exception is for Other trainees, in which case the stipends and tuition are taken from the questionnaire; user must still input these expenses in their detail budget. The stipend expense will be calculated and published to the form from stipend rate tables, but the amount MUST reconcile with the stipend expenses in the Coeus line items of the Budget X NIH Training Grant Guide - V 4 Page 18 of 21

19 4.5.1.X NIH Training Grant Guide - V 4 Page 19 of 21

20 *The Cumulative Budget page will be populated from the Questionnaire and Budget Detail entries X NIH Training Grant Guide - V 4 Page 20 of 21

21 APPENDIX C: BUDGET CREATION TIPS The Training Budget form cannot be printed/previewed until stipend expense line items are entered in the Coeus budget to match the trainee numbers and stipend levels answered in the Questionnaire. At print/preview, a Grants.gov validation error will alert the user of the budget deficit for the annual and cumulative requirements. Example Validation Error for Questionnaire answered with 1 Single Degree Predoctoral Trainee for 1 period and NO budget information entered: Once the minimum stipend expense for each budget year has been entered in the Coeus Budget for the appropriate period ($21,180), the form can be previewed: Notice that the fields have no funds entered; expense MUST be entered in the budget, using the f-series /Fees Cost Elements. CAUTION: Stipend funds in your Coeus budget in EXCESS of the Questionnaire calculated amounts will NOT cause an error and WILL appear in PHS398 Training Budget: Section B: Other Direct Costs, in the line Total Direct Costs from the R&R Budget Form (if applicable), and will be included in the total costs on both the Training Budget form AND the SF 424 (R&R) form X NIH Training Grant Guide - V 4 Page 21 of 21