APPENDIX 1 Budget Sample Template 5-yr.xlsx

XLSX spreadsheet 89 KB Posted Jul 1, 2019

Attached to: Tomorrow's Leaders College-to-Work Pipeline Pilot
Opportunity number: SFOP0005934
Issued by: Department of State Bureau of Near Eastern Affairs

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APPENDIX 1 - Sample Budget Template

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File	Type	Posted
PKG00252480-instructions.pdf	PDF	Jul 1, 2019
SFOP0005934 Q and A 20190628.pdf	PDF	Jul 1, 2019
APPENDIX 3 - AC Application Guidance.pdf	PDF	Jul 1, 2019
APPENDIX 2 - Logic Model.docx	DOCX document	Jul 1, 2019
TL College-to-Work Pipeline NOFO 06042019.pdf	PDF	Jul 1, 2019

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1. Guidelines

BUDGET GUIDELINES
In addition to the budget information required on the SF-424A, applicants must provide the following three elements as part of the budget submission:
A.	Summary Budget (using the OMB cost categories, see SF-425A)
B.	Detailed Line Item Budget (Direct and Indirect Costs)
C.	Budget Narrative

Summary Budget (TEMPLATE ON TAB 2, autofills from Tab 3 "Detailed Budget")

Detailed Line Item Budget (TEMPLATE ON TAB 3)
Applicants must provide a detailed line item budget (in Microsoft Excel or similar spreadsheet format) outlining specific cost requirements within each of the summary budget categories. Please note that all items detailed in the template are examples.
ü	10 font or larger; must fit on 8x11 letter sized paper, not legal size.
ü	Any cost-sharing should be included in a separate column. See section on cost-sharing for more details.
ü	The budget should be for the entire project period.
ü	All sub-award costs should be listed under Contractual, and should also be broken out and organized according to the subcategories. All sub-awardees must be organizations with UEI numbers. Sub-award budgets, if available, should be included in separate budget tabs and should be in the same format as the approved budget according to the OMB budget categories.
ü	All line items must be described in a separate budget narrative (Word Doc). The budget narrative should justify each cost outlined in the budget as well as explain the unit cost calculation and methodology, and the basis for estimates.

The budget template on Tab 3 is an example of the required format, but is not exhaustive: your budget might have additional items not listed. Please edit it to reflect all planned expenditures.

Budget Narrative

Include a budget narrative (preferably in Microsoft Word format) to explain each line item and how the amounts were derived, as well as the source and description of all cost-share offered. Calculations must be explained in detail, and the basis of estimates must be explained in detail as well (result of three or more quotes received, or based on historical costs, etc.)

Personnel: Identify staffing requirements by each position title, name and brief description of duties. List annual salary of each position, percentage of time and number of months devoted to project (e.g., Administrative Director: $30,000/year x 25% level of effort x 8.5 months; calculation: $30,000/12 = $2,500 x 25% x 8.5 months = $5,312).

Fringe Benefits: Indicate benefit costs separately from salary costs and explain how benefits are computed for each category of employee - specify type and rate. Fringe rate should be supported by organization's policies and procedures.

Travel: Staff and participant travel, including in-country, domestic U.S., and international travel, if any, and per diem (broken out by lodging and M&IE (meals and incidentals) for both participant and staff travel). Per diem rates may not exceed the published U.S. government allowance rates (available from the www.gsa.gov website) without comprehensive justification; however, applicants may use per diem rates lower than official government rates.

http://www.gsa.gov/portal/category/100000

Explain differences in fares among travelers on the same routes: e.g., project staff member traveling for three weeks whose fare is higher than that of staff member traveling for four months. All travel must be in compliance with the Fly America Act.

Equipment: Provide justification for any equipment purchase/rental, defined as tangible personal property having a useful life of more than one year and an acquisition cost of $5000 or more.

Supplies: Detail items separately using unit costs (and the percentage of each unit cost being charged to the grant) for photocopying, postage, telephone/fax, printing, and office supplies (e.g., Telephone: $50/month x 50% = $25/month x 12 months).

Contractual: Provide a detailed line item breakdown for each sub-grant/contractual explaining specific services.

Other Direct Costs: These will vary depending on the nature of the project. Justify each in the budget narrative.

Indirect Charges: See 2 CFR 200.56 and 2 CFR 200.414
ü	If your organization has an indirect cost-rate agreement (NICRA) with the U.S. Government, a copy must be included with the application.
ü	If your organization does not have a NICRA, you may claim indirect charges in this field at a deminimus rate of 10%.
ü	If Sub-Grantees are claiming indirect costs contained within a NICRA, they should have an established NICRA that is also submitted with the proposal package.
ü	Do not account for indirect costs against participant expenses in the budget.

Before grants are awarded, the Bureau reserves the right to reduce, revise, or increase proposal budgets in accordance with the Bureau’s program needs and availability of funds.

Cost-Share

Cost-sharing is the portion of program costs not borne by the USG. Refer to the Notice of Funding Opportunity (NOFO) to determine whether cost-sharing is required or encouraged. In general, applications that include in-kind and/or cash contributions from non-U.S. Government sources will be more competitive, as cost-sharing demonstrates a commitment to the activities and greater cost effectiveness.

If cost-share is included, it should be listed as a separate column in the budgets. Cost-share can be either cash or in-kind (in which case a U.S. dollar monetary value to each in-kind contribution needs to be assigned). If the proposed project is a component of a larger program, identify other funding sources for the proposal and indicate the specific funding amount to be provided by those sources.

Applicants should consider all types of cost-sharing. Examples include the use of office space owned by other entities; donated or borrowed supplies and equipment; (non-federal) sponsored travel costs; waived indirect costs; and program activities, translations, or consultations. The values of offered cost-share should be reported in accordance with 2 CFR 200. Other federal funding does not constitute cost-sharing.

The recipient of an assistance award must maintain written records to support all allowable costs which are claimed as its contribution to cost-share, as well as costs to be paid by the Federal government. Such records are subject to audit. The basis for determining the value of cash and in-kind contributions must be in accordance with 2 CFR 200. In the event the recipient does not meet the amount of cost-sharing stipulated in their application, the Bureau’s contribution may be reduced in proportion to the recipient’s stated contribution.

Office of Management and Budget (OMB) 2 CFR 200 and 2 CFR 600

http://www.ecfr.gov/cgi-bin/text-idx?tpl=/ecfrbrowse/Title02/2cfr200_main_02.tpl

http://www.ecfr.gov/cgi-bin/retrieveECFR?gp=1&SID=11bc02f059d60b385c07b4c3f6bb602a&ty=HTML&h=L&r=PART&n=pt2.1.600

http://www.gsa.gov/portal/category/100000http://www.ecfr.gov/cgi-bin/text-idx?tpl=/ecfrbrowse/Title02/2cfr200_main_02.tplhttp://www.ecfr.gov/cgi-bin/retrieveECFR?gp=1&SID=11bc02f059d60b385c07b4c3f6bb602a&ty=HTML&h=L&r=PART&n=pt2.1.600

2. Summary Budget

SUMMARY BUDGET

[Applicant Name]

[Program Name]

Project Duration: [Month, Year - Month, Year]

Magor Category Items		Federal Funds
Cost Share	Program Total

1.00	Personnel
2.00	Fringe Benefits
3.00	Travel
4.00	Equipment
5.00	Supplies
6.00	Contractual
7.00	Construction
8.00	Other Direct Costs
9.00	Total Direct Costs
10.00	Total Indirect Costs
11.00	Total Project Cost

3. Detailed Budget

Line Item Budget:

Organization:

Project Name:

Donor:

DOS - NEA

Award Type:

[Cooperative Agreement or Grant]

Country:

Period of Performance:

[Month, Year - Month, Year]

Currency:

USD

Total by Line Item

Year 1

Year 2

Year 3

Year 4

Year 5

TOTAL

Program TOTAL

Merit Increase

3.0%

103%

12.00

/Months

12.00

/Months

12.00

/Months

12.00

/Months

12.00

/Months

DOS - NEA

Cost-Share

DOS - NEA

Cost-Share

DOS - NEA

Cost-Share

DOS - NEA

Cost-Share

DOS - NEA

Cost-Share

NEA Share

Cost Share

Line Items

Unit Cost

Units

Amount

Units

Amount

Units

Amount

Units

Amount

Units

Amount

Units

Amount

Units

Amount

Units

Amount

Units

Amount

Units

Amount

PERSONNEL

LOE

DOS-NEA

Cost Share

1.1	U.S.-based Personnel
	1.	[Title, Name]	$	/Mo	%	0%	0.00	$0	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!
	2.	[Title, Name]	$	/Mo	%	0%	0.00	$0	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!
	3.	[Title, Name]	$	/Mo	%	0%	0.00	$0	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!
	4.	[Title, Name]	$	/Mo	%	0%	0.00	$0	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!

Subtotal U.S.-based Personnel $0 ERROR:#VALUE! ERROR:#VALUE! ERROR:#VALUE! ERROR:#VALUE!

1.2	Non-U.S.-based Personnel
	1.	[Title, Name]	$	/Mo	%	0%	0.00	$0	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!
	2.	[Title, Name]	$	/Mo	%	0%	0.00	$0	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!
	3.	[Title, Name]	$	/Mo	%	0%	0.00	$0	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!
	4.	[Title, Name]	$	/Mo	%	0%	0.00	$0	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!	%	0%	0.00	ERROR:#VALUE!

Subtotal Non-U.S.-based Personnel $0 ERROR:#VALUE! ERROR:#VALUE! ERROR:#VALUE! ERROR:#VALUE!

SUBTOTAL PERSONNEL 0.00 $0 0.00 ERROR:#VALUE! 0.00 ERROR:#VALUE! 0.00 ERROR:#VALUE! 0.00 ERROR:#VALUE!

2. FRINGE BENEFITS Amount Amount Amount Amount Amount Amount Amount Amount Amount Amount

1.	U.S.-based Personnel	%	/of base salary	ERROR:#VALUE!	ERROR:#VALUE!
2.	Non-U.S.-based Personnel	%	/of base salary	ERROR:#VALUE!	ERROR:#VALUE!
3.	Non-U.S.-based Personnel - Severance	%	/of base salary	ERROR:#VALUE!	ERROR:#VALUE!

SUBTOTAL FRINGE BENEFITS ERROR:#VALUE! ERROR:#VALUE!

3. TRAVEL Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount

A. International Travel

1.	Staff Travel
		i.	International Airfare	/RT	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		ii.	International Perdiem	/Day	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!

Subtotal Staff Travel $0 ERROR:#REF! ERROR:#REF! ERROR:#REF!

2.	MENA Fellows US Exchange
		i.	International Airfare	/Participant	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		ii.	Airport Transfers	/Event	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		iii.	US Domestic Lodging	/Participant Nights	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		iv.	US Domestic Allowance	/Day	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		i.	Ground Transportation	/Event	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		ii.	Transit allowance (overseas-US city; $150outbound; $150 return)	/Participant	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		iii.	HAC Health Insurance	/Participant	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!

Subtotal MENA Fellows US Exchange $0 ERROR:#REF! ERROR:#REF! ERROR:#REF!

3.	US
		i.	International Travel (Air fare: MENA Countries - US)	/RT	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		ii.	Airport Transfers	/Event	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		iii.	Transit allowance (overseas-US city; $X outbound; $X return)	/Participant	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		iv.	Allowance	/Participant	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		iv.	Allowance	/Participant	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		v.	Lodging for Participant	/Participant	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		vi.	Ground Transportation	/week	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		vii.	Excess Baggage	/Participant	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		viii.	Communication	/Participant	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		ix.	HAC Health Insurance	/Participant	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!

Subtotal US $0 ERROR:#REF! ERROR:#REF! ERROR:#REF!

4.	Other
		i.	Regional Travel (Air fare: MENA)	/RT
		ii.	Lodging Pax (X Days or Weeks)	/Participant
		iii.	Allowance	/Participant
		iv.	Allowance	/Participant
		v.	Health insurance	/Participant
		vi.	Communications	/Participant
		vii.	Visa fees	/Participant
		viii.	Excess Luggage	/Participant
		viii.	Airport transfers	/Per Trip

Subtotal Other

B. Local Travel

1.	Staff Travel in US
		i.	Per Diem	/Staff days	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
		ii.	Air/Rental Car	/Trip	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!

Subtotal Staff Travel in US $0 ERROR:#REF! ERROR:#REF! ERROR:#REF! ERROR:#REF!

SUBTOTAL TRAVEL $0 ERROR:#REF! ERROR:#REF! ERROR:#REF! ERROR:#REF!

4. EQUIPMENT

SUBTOTAL EQUIPMENT $0 $0 $0 $0 $0

5. SUPPLIES

1.	Photocopies	/FTE/Month	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!
2.	Program materials and supplies	/Monthly	0.00	$0	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!	0.00	ERROR:#REF!

SUBTOTAL SUPPLIES $0 ERROR:#REF! ERROR:#REF! ERROR:#REF! ERROR:#REF!

6. CONTRACTUAL Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount

A.	Subawards
	1.	/per cohort
	2.	/per cohort
	3.	/per session

B.	Vendor/Trainer/Other Subcontracts
	1.	/per cohort
	2.	/per cohort
	3.	/per session

Subtotal Subgrants and Subcontracts

SUBTOTAL CONTRACTUAL

7. CONSTRUCTION

SUBTOTAL CONSTRUCTION

8. OTHER DIRECT COSTS Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount Units Amount

1.	Non-U.S. Office Costs
	1.	Office rent	/Month
	2.	Office Landline bill	/Month
	3.	Office supplies	/Month
	4.	Office maintenance& Installations	/Month
	5.	Security fees	/Month
	6.	Telecommunication	/Month
	7.	Transportation for field	/Month
	8.	Printing&Copying	/Month
	9.	Application Portal	/Year
	10.	Website Maintenance and Virtual platform Subscription Fees	/Year
	11.	Bank fees	/Month

Subtotal Non-U.S. Office Costs

2.	U.S. Office Costs
	1.	Telecommunications	per FTE/ per month
	2.	Office Rent	per FTE/ per month
	3.	Equipment/Furniture Leasing	per FTE/ per month
	4.	Printing/Copying	per FTE/ per month
	5.	Utility & Maintenance	per FTE/ per month
	6.	Postage/Courier	/Month
	7.	Bank Charges	/Month

Subtotal U.S. Office Costs

4.	Program
	1.	Honorarium	/Event	0.00	ERROR:#REF!
	2.	Working Meals	/Day	0.00	ERROR:#REF!
	3.	Transportation	/Day	0.00	ERROR:#REF!
	4.	Program Materials and Supplies	/Year	0.00	ERROR:#REF!
	5	Stipends	[enter unit]
	6	Housing	[enter unit]
	7. Tuition		[enter unit]

Subtotal Program ERROR:#REF!

5.	U.S.
	1.	Ground Transportation	/Per Event	0.00	ERROR:#REF!
	2.	Honorarium	/Per Event	0.00	ERROR:#REF!
	3.	Venue (space and food)	/Per Event	0.00	ERROR:#REF!
	4.	Workshops	/Per Event	0.00	ERROR:#REF!
	5.	Workshop materials and supplies	/Per Event	0.00	ERROR:#REF!
	6	Stipends	[enter unit]
	7	Housing	[enter unit]
	8	Tuition	[enter unit]

Subtotal U.S.

SUBTOTAL OTHER DIRECT COSTS

TOTAL DIRECT COSTS

IX. INDIRECT COSTS Base Amount Amount Base Amount Amount Amount Amount Amount Amount Amount Amount

A. Overhead [Insert Rate Type] % $0

SUBTOTAL INDIRECT COSTS $0

GRAND TOTAL $0

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