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Budgeting for Data Management, Data Sharing, and Evaluation Costs
Purpose
To guide identifying, budgeting, and justifying costs associated with data management, data sharing, data preservation, and evaluation activities in sponsored projects.
Consistent with current federal cost principles, costs associated with collecting, managing, securing, analyzing, preserving, evaluating, and sharing data may be allowable when they are necessary, reasonable, allocable to the project, consistently treated, and permitted by sponsor requirements and award terms. Under current federal regulations, data and evaluation costs are generally allowable project costs.
Applicability
Principal Investigators (PIs) and administrators developing proposal budgets for sponsored projects that include:
- Data collection
- Data management
- Data sharing
- Data preservation
- Evaluation activities
- Research dissemination requirements
In all cases, review the Notice of Funding Opportunity (NOFO), award terms and conditions, and sponsor-specific policies for additional requirements.
Current Federal Guidance
Under current 2 CFR §200.455(c), data and evaluation costs are generally allowable when necessary to support project objectives. Examples include expenditures needed to gather, store, track, manage, analyze, secure, share, publish, or otherwise use data. Allowable data costs may include data systems, personnel, dashboards, cybersecurity, repository costs, and integrated data systems. Evaluation costs may include evidence reviews, evaluation planning, conducting evaluations, and dissemination of evaluation results.
Under current 2 CFR §200.461, publication costs, printing costs, page charges, article
processing charges (APCs), and open access fees are generally allowable when they
meet applicable federal requirements. Publication costs associated with sharing research
results may also be charged during award closeout under certain circumstances. Read
about Anticipated Changes below.
Budget Considerations
Data Collection
Examples may include:
- Survey design and administration
- Data acquisition tools
- Instrumentation and sensors
- Data logging systems
- Interview transcription
- Licensing fees for external datasets
- Access fees for third-party databases
Data Management
Examples may include:
- Data cleaning and quality assurance
- Metadata creation
- Data documentation
- Data formatting
- Personnel effort supporting data stewardship
- Data security controls
- Data governance activities
- Cloud computing resources
- Secure computing environments
Data Storage and Preservation
Examples may include:
- Cloud storage
- High-performance computing storage
- Data backup systems
- Long-term preservation services
- Repository submission fees
- Data archiving costs
Questions to consider:
- Has an appropriate repository been identified?
- Does the repository charge submission, curation, preservation, or storage fees?
- Are repository costs incurred during the period of performance or at project closeout?
- Are sponsor-specific requirements applicable?
Data Sharing
Examples may include:
- Data curation
- De-identification
- Repository deposit fees
- Preparation of supporting documentation
- Persistent identifiers (DOIs)
- Compliance with community data standards
- Repository-required formatting
Evaluation Costs
Examples may include:
- Needs assessments
- Evaluation planning
- Logic model development
- External evaluators
- Evidence reviews
- Outcome measurement
- Survey administration
- Evaluation reporting
- Dissemination of evaluation findings
Personnel Costs
Examples may include:
- Research coordinators
- Data managers
- Data analysts
- Data curators
- Information technology support
- Evaluation specialists
Consider whether project personnel, institutional resources, or external vendors will be needed to support required data management or evaluation activities.
NIH-Specific Considerations
For projects subject to the NIH Data Management and Sharing Policy, investigators should:
- Identify anticipated data management and sharing costs during proposal development
- Include appropriate cost estimates in the budget and budget justification
- Coordinate budget development with the Data Management and Sharing Plan (DMSP)
- Identify repository costs, curation costs, and personnel effort needed to implement the DMSP
NIH-specific guidance:
- Budgeting for Data Management and Sharing
- Allowable Costs
- Unallowable Costs
- Requesting and Justifying Costs
- Assessment of Budget
Anticipated Federal Regulatory Changes
Important: The following information reflects proposed federal regulatory changes that have not been finalized. Current requirements remain in effect unless and until federal agencies formally implement revised regulations.
The May 2026 OMB proposed revisions to 2 CFR Part 200 would revise allowability for several cost categories if finalized. Proposed changes include restrictions affecting:
- Publication costs
- Academic and professional subscriptions
- Technical periodicals
- Public relations costs
- Conference costs
- Certain fundraising-related costs
Under the proposal, publication costs could become unallowable unless specifically authorized by statute or approved by the awarding agency. These provisions are not currently in effect and should be monitored for future implementation.
Investigators and research administrators should verify allowability requirements against:
- Current sponsor guidance
- Award terms and conditions
- Agency implementation notices
- Institutional procedures
before including these costs in proposal budgets.
Recommended Note for Research Administrators
Cost allowability for data management, dissemination, publication, evaluation, and related activities continues to evolve across federal sponsors. Proposal budgets should be developed based on current regulations and sponsor guidance in effect at the time of submission while remaining attentive to future regulatory changes that may affect awarded projects.
Related Policies and Procedures
- Grants Toolbox > NIH Data Management & Sharing Policy
- Grant Life Cycle > Step 6. Share Your Research
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