Annex 2 - SAMPLE BUDGET TEMPLATE.xlsx

Instructions

TEMPLATE INSTRUCTIONS

You must save this IGCE as .xlsx file, or it will lose some of the formulas.

You should always use a blank template when creating a new. Do not reuse a template used for a previous program. The most current version of the template is available on the USAID Templates Website.

Do not delete sheets, rows or columns while preparing the. Columns and Rows that are not used for this budget should always be hidden, NOT deleted.

DETAILED WORKSHEET

Shaded cells indicate special attention needs to be paid to that cell. Do not alter or change any formulas unless you are able to re-connect link(s) within the worksheets

Modifying the Worksheet

Columns for years that will not be used should be HIDDEN. Do NOT delete any columns!

In general, rows can be added as needed. It is better to HIDE unused rows rather than delete. NEVER delete a shaded row, as these rows contain formulas or other required information!

Completing the Header

Enter the information for each header row in each yellow highlighted cell. Once an entry has been made, the cell will no longer be highlighted yellow. Additionally the headers will show up on other sheets that have been linked

Entering Inflation Factors

Labeling Column Sections for Year and Date

The template is separated into column sections by year.

Enter the expected year period in the space for <Dates>.

Separating Costs by Office within the Worksheet

Costs within each cost category should be shown separately for each office supporting and/or implementing the program. The template is formatted for the country office and one field office. Additional field offices can be inserted into the worksheet if there is more than one field office supporting or implementing the program.

Description

Cells in red have been provided in the Description column for additional entries. Enter a description of the cost item in the space provided. Line descriptions are limited to the column width provided. Descriptions longer than the column width will be cut off. If more detail is needed, include that information in the Narrative Tab.

Certain cells in red indicate where to insert additional lines if needed. Insert additional lines above these lines.

Calculation Verification

NARRATIVE

Care should be exercised to ensure the line descriptions in Column A match the descriptions in the Detail worksheet.

The Narrative is intended to assist the preparer, and should be modified, edited or deleted as needed.

Narrative

HQ STAFF (US Based) DESCRIPTION

NATIONAL PROGRAM STAFF - ISLAMABAD DESCRIPTION QUALIFICATIONS

NATIONAL OPERATIONAL STAFF - ISLAMABAD DESCRIPTION QUALIFICATIONS

Driver Please find details HERE!

TRAVEL SEE TRAVEL TABLE

https://docs.google.com/document/d/1YFo7VEwS2XnB0VDuqcfvUdOVo265wt7_PtkFK222Aeg/edit Detail

PERSONNEL

HQ Technical Staff

SUBTOTAL INTERNATIONAL STAFF - - - - - - Ties

LOCAL IN-COUNTRY STAFF

Operational Staff

SUBTOTAL NATIONAL STAFF Ties

TOTAL PERSONNEL Ties

FRINGE BENEFITS

TOTAL FRINGE BENEFITS Ties

TRAVEL (SEE TRAVEL TABLE FOR ADDITIONAL INFO)

TOTAL TRAVEL Ties

EQUIPMENT

Capital Equipment

TOTAL EQUIPMENT Ties

SUPPLIES

General Equipment ($1 to $4999)

TOTAL SUPPLIES Ties

CONTRACTUAL

PROGRAM ACTIVITIES

General Program Activities

Trainings

OPERATIONAL ACTIVITIES

SUBTOTAL PROGRAM ACTIVITIES Ties

CONSULTANTS

Design, Monitoring and Evaluation

Consultants - Program

SUBTOTAL CONSULTANTS Ties

SUBTOTAL SUBGRANTS Ties

TOTAL CONTRACTUAL Ties

CONSTRUCTION

Construction - Program

TOTAL CONSTRUCTION Ties

OTHER DIRECT COSTS

TOTAL OTHER COSTS Ties

DIRECT COSTS Ties

INDIRECT COSTS

ID#AAABVG6e_u8 Ahmed, Mohib (M/OAA/OD) (2024-09-09 09:21:21) Utilize previous NICRA's if possible to come up with a reasonable estimate.

ID#AAABVG6e_us Ahmed, Mohib (M/OAA/OD) (2024-09-09 09:21:21) Agreement Officer Pre-Approval Required Prior to Award for Purchase if "Capital Equipment?" Reference (2 CFR 230, 15 b [2]

Unit Cost $5K> & 1 Year Life Expectancy or More) (22 CFR 226.25 [c] (6) & 22 CFR 226.2) ID#AAABVG6e_u4 Ahmed, Mohib (M/OAA/OD) (2024-09-09 09:21:21) Additional Indirect Costs will require the preparer to insert the base of application and equations. TOTAL INDIRECT COSTS Ties

TOTAL COSTS - - - - - - Ties

Summary

BUDGET SUMMARY - WRA

Travel Table

Fee Calculation (2)

PURPOSE: This program has been developed to assist in calculating profit/fee

ID#AAABVG6e_uw Ahmed, Mohib (M/OAA/OD) (2024-09-09 09:21:21) USAID does not typically buy raw materials to be manufacturered therefore no cost category was included.

14 Subcontracts - ID#AAABVG6e_uo Ahmed, Mohib (M/OAA/OD) (2024-09-09 09:21:21) If there is GUC authority, this value should not include the grants under contracts, as fee on assistance is not allowed. Also, consultant rates should be fully burdened with fee inclusive of the rate.

ID#AAABVG6e_vA Ahmed, Mohib (M/OAA/OD) (2024-09-09 09:21:21) Must equal 100% 7% ID#AAABVG6e_vE DAU User (2024-09-09 09:21:21) Students will need to justify the value assigned. However, students should use the technical incentive range of 7%-11%, norm of 9%.

22 Management/Cost Control 50% 5% ID#AAABVG6e_u0 DAU User (2024-09-09 09:21:21) Students will need to justify the value assigned, the value range is 3% - 7%, norm of 5%.

24 CONTRACT TYPE RISK 5.0%

ID#AAABVG6e_ug DAU User (2024-09-09 09:21:21) Students will enter the value, between 0% - 1%, norm of .5%.

In Video the range is 0%-10% (FJ) #VALUE! #VALUE!

ID#AAABVG6e_uk DAU User (2024-09-09 09:21:21) Students will need to justify the value assigned, between 10% - 25%, norm of 17.5%.

ID#AAABVG6e_uw Ahmed, Mohib (M/OAA/OD) (2024-09-09 09:21:21) USAID does not typically buy raw materials to be manufacturered therefore no cost category was included.

ID#AAABVG6e_uo Ahmed, Mohib (M/OAA/OD) (2024-09-09 09:21:21) If there is GUC authority, this value should not include the grants under contracts, as fee on assistance is not allowed. Also, consultant rates should be fully burdened with fee inclusive of the rate.

ID#AAABVG6e_ug DAU User (2024-09-09 09:21:21) Students will enter the value, between 0% - 1%, norm of .5%.

Formula Sheet

Fee Calculations

(A) Material Acquisition $276,200 1%-4% 1% $2,762

This subfactor measures the managerial and technical effort needed to obtain the required purchased parts and material, subcontracted items, and special tooling. Considerations include the complexity of the items required, the number of purchase orders and subcontracts to be awarded and administered, etc. (Estimated Cost of Equipment and supplies)

This subfactor measures the prospective contractor’s other indirect costs and general and administrative expense, their composition, and how much they contribute to contract performance. Considerations include how labor in the overhead pools would be treated if it were direct labor and whether the elements require routine as opposed to unusual managerial effort and attention. (Estimated Cost of G&A)

This factor measures the degree of cost responsibility and associated risk that the prospective contractor will assume as a result of the contract type contemplated. This factor should compensate contractors proportionately for assuming greater cost risks. (Total Cost Objective Above)

The contemplated contract type is a cost-plus-fixed-fee contract which normally does not justify a reward for risk in excess of 0 percent. Only a contract that contains cost risk features (e.g., overhead ceilings) might merit greater weight. Ultimately, the U.S. Government assumes the risk at award.

(iii) Federal Socioeconomic Programs -.5% to .5% N/A $0

This factor allows additional profit opportunities to a prospective contractor that has previously demonstrated its ability to perform similar tasks effectively and economically. In addition, consideration should be given to measures taken by the prospective contractor that result in productivity improvements, and other cost reduction accomplishments that will benefit the Government in follow-on contracts.