[Okgrants] 2 CFR 200.308(i)(2) Revision of Budget

[Jessica Secratt]

We go by how the contract comes in. If they give the full amount up front
(like NSF and "some" Ed) then we go by the full amount awarded. If it is
like a TRIO and is just an annual amount, we go by that annual amount not
the total.

Does that make sense?


*Dr. Jessica R. Secratt, M.B.A, CRA*
*Director*
Research and Sponsored Programs
(918) 822-0509 -Cell
(918) 444-2243 - Office
secratjr at nsuok.edu

    <https://bcert.me/szjtewono>


On Fri, Feb 13, 2026 at 9:56 AM Susan Trombley <strombley at se.edu> wrote:

> Hello Fellow Grant People –
>
> I have a question regarding the interpretation of 2 CFR 200.308(i)(2) on
> Revision of Budget, click here
> <https://www.ecfr.gov/current/title-2/part-200/section-200.308#p-200.308(i)(2)>,
> specifically the clause:
>
> “The cumulative amount of a transfer exceeds or is expected to exceed 10
> percent of the total budget, including cost share, as last approved by the
> Federal agency.”
>
> For a Department of Education multi-year award, how should we determine
> the “total budget” for purposes of calculating the 10 percent threshold?
>
> For example, consider a 5-year grant with an authorized budget of $100,000
> per year. We are currently in Year 2. Should the 10 percent limit be based
> on:
>
>    - The annual authorized amount ($100,000 x 10% = $10,000),
>    - The full 5-year authorized amount ($500,000 x 10% = $50,000), or
>    - The cumulative amount authorized to date (Years 1–2 = $200,000 x 10%
>    = $20,000)?
>
> I’d appreciate your insight on how your organizations interpret and
> applies this requirement.
>
> Respectfully -
>
>
>
> Susan Trombley, MBA
>
> Assistant Comptroller, Grants
>
> Finance
>
> Southeastern Oklahoma State University
>
> 425 W. University
>
> Durant, OK 74701
>
> P: 580.745.2884
>
> E: strombley at se.edu
>
> W: https://www.se.edu/financial-aid/research-and-sponsored-programs/
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