Research Proposal Budget Guidelines

A pro forma (projected) budget should include all expenses related to conducting the research project. Be sure to review costs for:

bulletPersonnel
bulletTravel & Lodging
bulletMailing (postage)
bulletPrinting
bulletGraphic Design
bulletEquipment & Supplies

A sample budget is given below. This was a longitudinal survey done at Lake Havasu City. It required on-site interviews of visitors at three different locations over a three month period.

Pro Forma Budget

Project Expenses    
Project Director   $  1,000
Survey Staff (2) 2x$7/hr x 8hr x 2 days/month=$224/month x 5 months) $  1,120
Total Payroll   $ 2,120
Social Security and Medicare   $ 162.18
Worker’s Compensation   $ 21.20
Unemployment Compensation Fund   $ 36.04
Arizona State Withholding   $ 48.76
Travel   $     444
* vehicle (12 days x $37/day) $     648
* mileage (300 miles/rt x 12 x$0.18/mile) $     300
Lodging (1 rm @$79/night x 12 nights) $     948
Printing (1,000 sheets @ .05/sheet) & Final Report $     100
Total Expenses   $  4,828.18

Benefits/Taxes Percent of Salary - use this information in calculating your budget assignment Payroll Withholding line item. Each item below should be a separate line item in the budget.

bullet Social Security and Medicare 0.0765
bullet Worker’s Compensation 0.01
bullet Unemployment Compensation Fund 0.017
bullet Arizona State Withholding 0.023 (required if in AZ or use the appropriate state withholding for your state, if applicable)

Example: Social Security/Medicare - Total Employee Salaries $2,120 x .0765 = $162.18

[Research Proposal]

 

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