R&R Subaward Budget

For assistance with the information required on this form, please refer to the appropriate application guide on the How to Apply page.

NOTE: The forms in these topics reflect FORMS-I, which must be used for applications with due dates on or after January 25, 2025 (see guide notice NOT-OD-24-086. Also see the annotated form set and summary of changes for Forms-I.) For due dates on or before January 24, 2025, use FORMS-H.

The R&R Subaward Budget form must be added to the application or to the component of a multi-project application as an optional form. Refer to the help topic titled Add Optional Forms for more information.

IMPORTANT: The option exists to download, complete offline, and upload subaward budget forms into ASSIST. Refer to the section of this topic titled Completing Subaward Form Offline for detailed steps.

For guidance on completing the form in ASSIST, refer to the steps below.

Adding a Subaward

To add a subaward:

  1. ClosedSelect the Add New Subaward button.

    The Add New Subaward button is shown

    ClosedThe Research and Related Budget - Period 1 for Subaward <X> page displays.

The subaward form expanded to show all fields for editing.

  1. Complete the budget information as appropriate. Required fields are marked with an asterisk (*).
  2. To save the entered information, select the Save and Keep Lock button to keep the form open for further editing -or- select the Save and Release Lock button to close the form after saving.

    3. NOTE: Selecting the Cancel and Release Lock button - followed by the Continue button on the confirmation - returns the form to read-only and does not save any of the entered information onto the form.

  3. Repeat steps, selecting Add New Subaward for each additional subaward.

    ClosedThe added subawards display in a table from which they can be accessed using the Edit, Remove, and View buttons.

    The added subawards displayed in a table format on the R&R Subaward Budget tab main page

Adding Another Budget Period to a Subaward

To add an additional budget period to a subaward:

  1. ClosedFrom within the subaward form, select the Add Period button.

    Sample Subaward form showing the Add Period button next to the Period 1 link.

    ClosedThe Research and Related Budget - Period X displays (where X is the specific budget period being added).

    The top of the Research and Related Budget page for the new period (in this image, Period 2).

  2. Enter the budget information for the specific period.
  3. To save the entered information, select the Save and Keep Lock button to keep the form open for further editing -or- select the Save and Release Lock button to close the form after saving.

NOTE: Selecting the Cancel and Release Lock button - followed by the Continue button on the confirmation - returns the form to read-only and does not save any of the entered information onto the form.

Editing and Viewing an Entered Budget for a Subaward

To view and/or edit the subaward budget period:

  1. ClosedFrom within the subaward form, select the link for the period to view or edit (e.g., Period 1 link).

    Top of the Subaward 1 page, showing the links for selecting a specific budget period (in this image, Period 3)

  2. View the information.
  3. Select the Edit button to edit the information.
  4. Update the budget information as necessary.
  5. To save the entered information, select the Save and Keep Lock button to keep the form open for further editing -or- select the Save and Release Lock button to close the form after saving.

NOTE: Selecting the Cancel and Release Lock button - followed by the Continue button on the confirmation - returns the form to read-only and does not save any of the entered information onto the form.

Viewing Cumulative Budget for a Subaward

ClosedTo view the cumulative budget for a particular subaward, access the form and select the Cumulative link.

The top of the Subaward 1 page showing the links for each period and the Cumulative link

ClosedThe Research and Related Budget - Cumulative Budget displays as read-only.

The subaward's Research & Related Budget - Cumulative Budget page

Removing Subawards

Subawards can be removed individually or all at once. The steps below provide detail for each method.

Removing an Individual Subaward

To remove an individual subaward:

  1. ClosedSelect the Remove button from the Action column for the particular subaward being removed.

    Partial image of the R&R Subaward Budget tab main page, highlighting the Remove button on the table of subawards

    ClosedA confirmation window displays.

  2. Select the Continue button to complete the removal.

    Confirmation message: Are you sure you want to delete this subaward?

Removing All Subawards

To remove all subawards at one time:

  1. ClosedSelect the Remove all Subawards button from the R&R Subaward Budget tab main page.

    Sample of screen for single-project applications

    ClosedA confirmation window displays.

  2. Select the Continue button to move forward and delete the subawards. (Selecting Go Back cancels the action.)

    The confirmation message: Are you sure you want to delete all subawards?

Completing Subaward Form Offline

Applicants have the ability to complete the R&R Subaward Budget forms offline. To do so, the forms must be downloaded, completed and saved to a local device, and then uploaded to ASSIST.

To complete subaward budget forms offline:

  1. ClosedSelect the Download Subaward Form button.

    Download button on the form for single-project application

    The Research & Related Budget form opens in another browser window. Complete the form and save it locally. Instructions for filling out the form are located in the application guide: https://grants.nih.gov/grants/how-to-apply-application-guide.html.

  2. Access the R&R Subaward Budget screen in ASSIST.
  3. ClosedSelect the Attach Subaward Form button from the screen.

    Attach Subaward Form button

  4. ClosedWhen prompted, use the Browse button to search for and select the budget form from your local device and the Submit button to add it to ASSIST.

    pop-up box for browsing, selecting, and submitting file from your local device

    ASSIST validates the PDF file to ensure that it meets the format requirements of the opportunity. Files of an invalid format cannot be uploaded.

  5. ClosedThe Research and Related Subaward Budget screen updates to include the added subaward in the table at the bottom of the screen. Use the Edit, Remove, and View buttons to manage the subaward as necessary.

    Subaward was added to the screen