Budget Rule Engine — Grant Budget Preparation Rules Engine
A specialized skill that enhances the budget preparation capabilities of the budget-designer agent.
Target Agent
- budget-designer — Per-category budget calculation, compliance, settlement guide
Government R&D Standard Budget Category System
Direct Costs
| Category |
Sub-Items |
Ceiling Ratio |
Calculation Basis |
| Labor |
Internal labor, External labor |
Within 60% of total (typical) |
Labor rate table x Participation rate x Duration |
| Equipment & Materials |
Equipment purchase, Reagents/materials, Software |
Within 40% of total |
Quotation-based |
| Research Activity |
Domestic/international travel, Meetings, Supplies |
Within 20% of labor |
Per-item calculation |
| Research Allowance |
PI and researcher allowances |
Within 20% of direct costs |
Headcount x Unit rate |
| Subcontracting |
External institution subcontracting |
Within 30% of total |
Subcontract agreement (draft) |
Indirect Costs
| Category |
Calculation |
Ceiling |
| Indirect Costs |
(Direct costs - Subcontracting) x Indirect rate |
Per-institution indirect rate (Universities 33%, Companies 17%, etc.) |
Labor Cost Calculation Standards
Internal Labor Calculation
Monthly Labor Cost = Annual Salary / 12 (or labor rate table unit price)
Project Labor Cost = Monthly Cost x Participation Rate (%) x Duration (months)
| Grade |
Government Project Standard Rate (Monthly, Reference) |
Participation Rate Range |
| Principal Investigator |
$4,000-6,500 |
10-30% |
| Senior Researcher |
$3,200-4,800 |
20-50% |
| Researcher |
$2,400-3,600 |
30-100% |
| Research Assistant |
$1,600-2,400 |
50-100% |
External Labor (Student Researchers, etc.)
| Category |
Rate |
Notes |
| PhD Candidate |
$1,600-2,000/month |
Full-time basis |
| MS Candidate |
$1,200-1,450/month |
Full-time basis |
| Undergraduate Researcher |
$650-950/month |
Part-time |
Equipment & Materials Calculation Principles
Equipment Purchase
- Justify necessity: Reason existing equipment is insufficient
- Price basis: 2+ quotations (for items over $8,000)
- Depreciation: Compare purchase vs. lease (lease-first principle)
- Shared use: Specify shared usage plan for purchased equipment
Materials
Material Cost = Unit Price x Quantity x Usage Frequency
Calculation Basis Example:
- Reagent A: @$40 x 10 units x 3 experiments = $1,200
- Consumable B: @$2.40 x 100 units x 12 months = $2,880
Budget Preparation Checklist
Compliance Verification
Settlement Preparation
Matching Fund (Institutional Contribution) Guide
| Program Type |
Government Funding Ratio |
Institutional Share |
Cash/In-kind Ratio |
| SME R&D |
75% |
25% |
Cash 10%+ |
| Mid-size R&D |
50-65% |
35-50% |
Cash 20%+ |
| Large Enterprise R&D |
33-50% |
50-67% |
Cash 30%+ |
| Small Business Support |
80-100% |
0-20% |
Flexible |
| Startup Support |
70-100% |
0-30% |
Flexible |
Budget Calculation Basis Writing Template
### Category: [Category Name]
### Sub-Item: [Sub-Item Name]
| Item | Calculation Details | Amount |
|------|--------------------|----|
| [Item 1] | [Unit Price] x [Quantity] x [Duration/Frequency] | [Amount] |
| [Item 2] | [Detailed calculation basis] | [Amount] |
| **Subtotal** | | **[Total]** |
**Calculation Basis:**
- [Why this item is needed]
- [Basis for quantity/frequency]
- [Basis for unit price (market rate, quotation, standard rate table)]
1---2name: budget-rule-engine3description: A specialized skill providing systematic government grant/funding budget preparation rules and per-category calculation standards. Used by the budget-designer agent when applying per-category ceilings, calculation basis writing methods, and settlement rules during budget preparation. Automatically applied in contexts such as 'budget preparation rules', 'per-category standards', 'budget ceilings', 'settlement guide', 'matching funds'. However, actual accounting processing and tax filing are outside the scope of this skill.4---56# Budget Rule Engine — Grant Budget Preparation Rules Engine78A specialized skill that enhances the budget preparation capabilities of the budget-designer agent.910## Target Agent1112- **budget-designer** — Per-category budget calculation, compliance, settlement guide1314## Government R&D Standard Budget Category System1516### Direct Costs1718| Category | Sub-Items | Ceiling Ratio | Calculation Basis |19|---------|-----------|---------------|-------------------|20| Labor | Internal labor, External labor | Within 60% of total (typical) | Labor rate table x Participation rate x Duration |21| Equipment & Materials | Equipment purchase, Reagents/materials, Software | Within 40% of total | Quotation-based |22| Research Activity | Domestic/international travel, Meetings, Supplies | Within 20% of labor | Per-item calculation |23| Research Allowance | PI and researcher allowances | Within 20% of direct costs | Headcount x Unit rate |24| Subcontracting | External institution subcontracting | Within 30% of total | Subcontract agreement (draft) |2526### Indirect Costs2728| Category | Calculation | Ceiling |29|---------|-----------|---------|30| Indirect Costs | (Direct costs - Subcontracting) x Indirect rate | Per-institution indirect rate (Universities 33%, Companies 17%, etc.) |3132## Labor Cost Calculation Standards3334### Internal Labor Calculation3536```37Monthly Labor Cost = Annual Salary / 12 (or labor rate table unit price)38Project Labor Cost = Monthly Cost x Participation Rate (%) x Duration (months)39```4041| Grade | Government Project Standard Rate (Monthly, Reference) | Participation Rate Range |42|-------|------------------------------------------------------|------------------------|43| Principal Investigator | $4,000-6,500 | 10-30% |44| Senior Researcher | $3,200-4,800 | 20-50% |45| Researcher | $2,400-3,600 | 30-100% |46| Research Assistant | $1,600-2,400 | 50-100% |4748### External Labor (Student Researchers, etc.)4950| Category | Rate | Notes |51|---------|------|-------|52| PhD Candidate | $1,600-2,000/month | Full-time basis |53| MS Candidate | $1,200-1,450/month | Full-time basis |54| Undergraduate Researcher | $650-950/month | Part-time |5556## Equipment & Materials Calculation Principles5758### Equipment Purchase59601. **Justify necessity**: Reason existing equipment is insufficient612. **Price basis**: 2+ quotations (for items over $8,000)623. **Depreciation**: Compare purchase vs. lease (lease-first principle)634. **Shared use**: Specify shared usage plan for purchased equipment6465### Materials6667```68Material Cost = Unit Price x Quantity x Usage Frequency6970Calculation Basis Example:71- Reagent A: @$40 x 10 units x 3 experiments = $1,20072- Consumable B: @$2.40 x 100 units x 12 months = $2,88073```7475## Budget Preparation Checklist7677### Compliance Verification7879- [ ] Per-category ceiling ratios met80- [ ] Labor rates within standard ranges81- [ ] Matching fund (institutional contribution) ratio satisfied82- [ ] Indirect cost rate within institutional agreement rate83- [ ] Subcontracting within ceiling84- [ ] Quotation basis attached for equipment purchases8586### Settlement Preparation8788- [ ] Clear calculation basis for all categories?89- [ ] Budget transfer restrictions between categories verified?90- [ ] Carryover eligibility confirmed?91- [ ] Card usage mandatory items confirmed?92- [ ] Supporting document list pre-organized?9394## Matching Fund (Institutional Contribution) Guide9596| Program Type | Government Funding Ratio | Institutional Share | Cash/In-kind Ratio |97|-------------|------------------------|--------------------|--------------------|98| SME R&D | 75% | 25% | Cash 10%+ |99| Mid-size R&D | 50-65% | 35-50% | Cash 20%+ |100| Large Enterprise R&D | 33-50% | 50-67% | Cash 30%+ |101| Small Business Support | 80-100% | 0-20% | Flexible |102| Startup Support | 70-100% | 0-30% | Flexible |103104## Budget Calculation Basis Writing Template105106```markdown107### Category: [Category Name]108### Sub-Item: [Sub-Item Name]109110| Item | Calculation Details | Amount |111|------|--------------------|----|112| [Item 1] | [Unit Price] x [Quantity] x [Duration/Frequency] | [Amount] |113| [Item 2] | [Detailed calculation basis] | [Amount] |114| **Subtotal** | | **[Total]** |115116**Calculation Basis:**117- [Why this item is needed]118- [Basis for quantity/frequency]119- [Basis for unit price (market rate, quotation, standard rate table)]120```
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