030ADV24R0029 - Budget Plan Workbook.xlsx

Summary

BUDGET PLAN WORKBOOK

The “Budget Plan Workbook” must demonstrate alignment with the corresponding “Proposal Narrative” and "Budget Plan Narrative." Show a clear alignment to the proposed budget and explain how the budget for the supplemental project supports the achievement of the project’s identified goals (connect to the “Budget Plan Narrative” line items).

Please also complete the "FEDERAL AWARDS" (if applicable) and "SINGLE AUDIT REQUIREMENT" tabs of this Workbook.

2. Indirect Costs: The Indirect Costs column must be completed manually as applicable on the Summary tab, with the exception of Cell G20 (Subtotal of Indirect Costs). Enter the Indirect Cost rate used in Cell B-D20.

3. Review: After completing all eleven (11) “Budget Plan Workbook” tabs, we strongly recommend that the applicant review the totals from each tab to ensure that the amounts match what is listed in the Summary tab Direct Costs columns. Where there are discrepancies, the applicant must correct the errors prior to submitting the application. Please be sure to thoroughly review the “Budget Plan Narrative” for accuracy prior to submitting the application.

4. Note: Amounts of funding should be consistent between the Proposal and Budget Plan Narratives. They should also be clearly aligned with the project activities and objectives as outlined in the Proposal Narrative.

Indirect Costs:

As defined in 2 CFR 200 Appendix IV, Indirect Costs are those that have been incurred for common or joint objectives and cannot be readily identified with a particular final cost objective. Indirect costs are applied equitably across all of the business activities of the organization, according to benefits each gains from the indirect cost. If using Indirect Cost rates, they may not exceed 15%.

Attach a copy of your organization’s policy for determining the percentage to the proposal. Provide additional details as applicable in the Budget Plan Narrative.

NOTE: All budget costs must be allowable – i.e., they must be necessary and reasonable, allocable to the program, and adequately documented (2 CFR 200.403). Please review the Notice of Funding Opportunity for this award to ensure all budgeted expenses are allowable.

Salaries, Wages and Benefits

Note 1: DO NOT include fees and expenses for consultants in this section. All such costs must be included in the Contractual tab.

Note 2: DO NOT include honoraria in this section. All such costs must be included under the Other Direct Costs tab.

2. In the Purpose of Position field, describe in brief how each labor category aligns with the project’s narrative and supports the project’s goals, and provide information such as: the duties the person proposed will perform; and, if provided, the number of hours worked per week, month, or for the duration of the project. Provide additional details as applicable in the Budget Plan Narrative.

3. In the Aspect of Project field, select which aspect of the project the labor category proposed will be responsible for from the dropdown menu in the cell.

4. In the Price/Hour field, include the price per hour for each labor category proposed. If using percentage of salary, include the base salary amount in this section.

5. In the Number of Hours field, include the number of hours proposed for the applicable labor category. If using percentage of salary, leave this field blank.

6. In the % of Time field, include the percentage of time that will be spent on the project. If using Price/Hour, leave this field blank.

7. In the Salary/Wages Total field, provide the subtotal of salary/wages for the applicable labor category, NOT including fringe benefits.

8. In the Fringe Benefits Total field, provide the amount for fringe benefits and attach a copy of your organization’s policy to the proposal as applicable. Provide the percentage for the fringe benefits rate in the Budget Plan Narrative.

Note 3: The worksheet will not calculate fringe and salaries based on the percentage of time the personnel will work on project activities. The applicant must manually calculate and enter an amount representing the total amount of funds required for each position(s).

Travel

Note 1: DO NOT include fees and expenses for consultants in this tab. All such costs must be included in the Contractual tab.

Note 2: DO NOT include fees and expenses for sub-awardee travel in this tab. All such costs must be included in the Subawards or TPS Consortium tabs, as applicable.

2. In the Purpose of Travel Activity field, describe in brief how each travel activity supports the project’s goals. Provide additional details in the Budget Plan Narrative as applicable. Additional details may include: the point of origin for the travel; the destination; and/or the names and dates for the conferences or workshops (if known).

3. In the Number of Travelers field, provide the number of travelers.

4. In the Airfare field, provide the price for the airfare as applicable.

5. In the Hotel field, provide the price for accommodations as applicable.

6. In the Per Diem field, provide the price for per diem as applicable. Use the GSA Travel’s Per Diem Look-Up Tool for per diem rates within the continental US: https://www.gsa.gov/travel

7. In the Local Travel field, provide the price for local transportation as applicable. E.g., mileage for use of privately owned vehicles, taxis, rideshare, public transportation, and rental cars.

8. In the Conference Fees field, provide the total price for all conference or workshop-related fees as applicable.

9. In the Other Fees field, provide the any other fees or travel costs not mentioned above.

Note 3: Entertainment costs are not allowed.

Equipment

2. In the Purpose of Equipment field, describe in brief how each piece of equipment supports the project’s goals. Provide additional details as applicable in the Budget Plan Narrative.

3. In the Quantity field, provide the number of units of each equipment type that will be purchased.

4. In the Unit Price field, provide the unit price for each piece of equipment.

Supplies

2. In the Purpose of Supply field, describe in brief how each type of supply supports the project’s goals. Provide additional details as applicable in the Budget Plan Narrative.

3. In the Quantity field, provide the number of units of the supply that will be purchased.

4. In the Unit Price field, provide the unit price for each type of supply.

Note 1: Entertainment costs are not allowed.

Contractual

Note 1: DO NOT include honoraria in this section. All such costs must be included under the Other Direct Costs tab.

2. In the Purpose of Product or Service field, describe in brief how each contractual product or service supports the project’s goals. Provide additional details as applicable in the Budget Plan Narrative. Other details may include the type of services the proposed Consultant/Contractor/Vendor will provide, and/or the name of the Consultant/Contractor/Vendor.

3. In the Contractual Amount field, include the total amount for the contract. Provide details on the contractual amount in the Budget Plan Narrative. Details may include travel costs for consultants and/or the rate of payment for the consultant (e.g. flat fee, price/hour, number of hours).

Note 2: Entertainment costs are not allowed.

Contractual Subtotal $ - 0

Other Direct Costs

2. In the Purpose of Item field, describe in brief how each type of proposed direct cost supports the project’s goals. Provide additional details as applicable in the Budget Plan Narrative.

3. In the Other Amount field, include the total amount for the direct cost. Provide additional details as applicable in the Budget Plan Narrative. Details may include the names of the honoraria recipients and price per payment.

Note 1: Entertainment costs are not allowed.

Other Direct Costs Subtotal $ - 0

Subawards

2. In the Purpose of Expense field, describe in brief how each subaward expense type supports the project’s goals. Provide additional details as applicable in the Budget Plan Narrative.

3. In the Quantity field, provide the number of subawards proposed, as applicable.

4. In the Award Amount field, provide the amount of each subaward proposed, as applicable.

Note 1: Entertainment costs are not allowed.

TPS Consortium

2. In the Purpose of Expense field, describe in brief how each TPS Consortium expense type supports the project’s goals. Provide additional details as applicable in the Budget Plan Narrative.

3. In the TPS Consortium Amount field, provide the amount of each expense proposed, as applicable.

Note 1: Entertainment costs are not allowed.

TPS Consortium Subtotal $ - 0

FEDERAL AWARDS

SINGLE AUDIT REQUIREMENT