AFC - NOFO - Budget Plan Worksheet Template - Grants to Orgs.xlsx

Budget Narrative - Summary

BUDGET PLAN

The “Budget Plan” must demonstrate alignment with the corresponding “Project 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” line items).

After completing all 7 “Budget Plan” worksheets, we strongly recommend that the applicant review the totals from each worksheet to ensure that the amounts match what is listed in the Budget Summary 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 Narrative(s)” for accuracy prior to submitting the application.

Amounts of funding, equipment, personnel, etc. should be consistent between the Project and Budget Narratives.

Other - Indirect Cost Rate: Identify the indirect cost rate (if the applicant will charge indirect costs to the grant). The applicant must include its indirect cost rate in the box at the bottom left hand side of the worksheet. However, the indirect cost rate will not cause amounts to auto-populate in the Indirect Costs column.

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). They should also be clearly aligned with the “Project Narrative.”

https://oese.ed.gov/offices/office-of-formula-grants/rural-insular-native-achievement-programs/consolidated-grants-to-the-insular-areas/applicant-information-consolidated-grants-to-the-insular-areas/ Salaries, Wages and Benefits Prompts for Personnel Salaries, Wages, & Fringe Benefits:

1. Enter project personnel salaries,wages, fringe benefits, and direct costs.

2. List the name, if known, and title and purpose of each position to be compensated under this project.

3. Explicitly explain how each personnel salary and fringe benefit aligns with the project narrative and supports the project’s goal(s) in the “Purpose of Position” section.

4. Enter the amounts of time, such as hours or percentage of time to be expended by each position under this project (e.g., 75%, or 30 hours per week). Note base salary where applicable, and provide calculation for total amounts.

calculate and enter an amount representing the total amount of funds required for each position(s).

When completing the worksheet, applicants are encouraged to combine similar positions and enter aggregated amounts into the relevant columns.

Travel Prompts for Travel Activity (REQUIRED):

1. List the travel activities and costs individually.

2. Explicitly explain the purpose of the travel activity and how each travel activity supports the project’s goal(s) in “Purpose of Travel Activity” section.

3. List travel expenses for participant(s) to attend all meetings or visit various sites if it is not virutal. 4. Provide an itemized budget breakdown of travel costs (airfare, hotel, per diem, local travel, conference fees, number of travelers and the number of days for each traveler; provide name and/or title for each traveler, point of origin, point of destination, distance traveled, and dates of travel).

5. Calculate and enter the total cost for each travel activity for full term of the agreement.

Travel Subtotals $ - 0

Equipment Equipment is defined as tangible personal property (including information technology systems) having a useful life of more than one year and a per-unit acquisition cost which equals or exceeds the lesser of the capitalization level established by the non-Federal entity for financial statement purposes, or

$5,000. 2 CFR 200.33

Prompts for Equipment:

1. List each type of equipment greater than $5,000 (individual items less than $5,000 should be noted in Supplies).

2. Describe the purpose of each piece of equipment and how it supports the project’s goal(s) in the “Purpose of Equipment” section.

3. Provide the estimated unit cost for each item to be purchased.

4. Calculate and enter the total cost for each equipment.

Equipment Subtotals $ - 0

Supplies

1. List materials and supplies by nature of expense or general category (e.g., instructional materials and office supplies). Note: Entertainment and food costs are not allowed.

2. Provide an itemized budget breakdown of costs for materials and supply items.

3. Calculate and enter the total cost for each supply purchase.

Supply Subtotals $ 0.00 https://www.law.cornell.edu/cfr/text/2/200.94 Contractual Prompts for Contractual Product or Service:

1. Include all costs specifically incurred with actions that the applicant takes in conjunction with an established internal procurement system (Required).

2. Include consultant fees, expenses, and travel costs in this category if the consultant’s services are obtained through a written binding agreement or contract.

3. Briefly explain the purpose of each contractual product or service and how it supports the project’s goal(s) in the “Purpose of Product of Service” section.

4. Identify the products to be acquired, and/or the professional services to be provided.

5. Provide an itemized budget breakdown of costs for the deliverables under each contract.

6. Calculate and enter the total cost for each contract.

Contractual Subtotals $ - 0

Other Direct Costs Prompts for Other Direct Costs:

1. Identify all direct costs not previously covered in the other budget categories. For example, include costs such as space rental, required fee, honoraria and travel (where a contract is not in place for services), training, and communication and printing costs.

2. List and identify items by major type or category (e.g., communications, printing, postage, equipment rental, etc.).

3. Explicitly explain the purpose for each direct cost item and how it supports the project’s goal(s) in the “Purpose of Direct Cost Item” section.

4. Provide an itemized budget breakdown of costs per item (printing = $500, postage = $750).

5. Calculate and enter the total cost for each other direct cost purchase.

6. Do not include costs that are included in the indirect cost rate.

Other Subtotals $ - 0

List of Past LoC Awards

1. PROJECT TITLE:

https://oese.ed.gov/offices/office-of-formula-grants/rural-insular-native-achievement-programs/consolidated-grants-to-the-insular-areas/applicant-information-consolidated-grants-to-the-insular-areas/