Attachement #6 - Budget Template.xlsx
XLSX spreadsheet 96 KB Posted
- Attached to
- Transatlantic Partnership Program
- Opportunity number
- OFOP0002652
- Issued by
-
Department of State US Embassy Berlin
About this file
This is a budget template and guidelines document for the Transatlantic Partnership Program, a cooperative agreement opportunity administered by the Department of State's U.S. Embassy Berlin under the Public Diplomacy Programs (CFDA 19.040). The document provides detailed instructions for applicants to prepare three required budget submission elements: a summary budget, a detailed line-item budget, and a budget narrative.
The detailed line-item budget must follow cost categories outlined in 2 CFR Part 200, Subpart E, and include separate columns for federal funding and cost-share contributions. Allowable budget categories include Personnel (with salary and percentage of effort calculations), Fringe Benefits (with type and rate specifications), Travel (international and domestic, compliant with the Fly America Act and GSA per diem rates), Equipment (items exceeding $5,000 with justification), Supplies (itemized with unit costs), Contractual costs (subawards and contracts with detailed breakdowns), and Other Direct Costs. Applicants with an existing Negotiated Indirect Cost Rate Agreement (NICRA) must submit a copy; those without one may claim up to 15% of Modified Total Direct Costs as indirect costs. The document specifies that the Bureau will consider budgeted line items for independent and internal evaluations, visa fees, and immunizations, but will not consider unallowable costs per 2 CFR Part 200, advocacy expenses, or entertainment costs. All subawardees must possess a Unique Entity Identifier (UEI) from SAM.gov. The budget should cover the entire project period and may be revised by the Bureau based on program needs and fund availability. Cost sharing—whether cash or in-kind—must be documented with supporting records subject to audit and valued according to 2 CFR 200.306.
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1. Budget Guidelines
A1.6 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 (Use the cost categories outlined in 2 CFR Part 200, Subpart E – Cost Principles) |
| B. | Detailed Line Item Budget (Direct and Indirect Costs) |
| C. | Budget Narrative |
| A1.6A Summary Budget (Note: TEMPLATE ON TAB 3, autofills from Tab 2 "Detailed Budget") | |
| A1.6B Detailed Line Item Budget (Note: TEMPLATE ON TAB 2) | |
| Note: 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. | |
| l | 10 font or larger; must fit on 8x11 letter sized paper, not legal size |
| l | Any cost sharing should be included in a separate column. See Section A1.6D for more details on Cost Share. |
| l | The budget should be for the entire project period. Successful applicants may be asked to provide a year-by- year budget after the award is signed. |
| l | All sub-award costs should be listed under Line F, Contractual, and should also be broken out and organized according to the subcategories. All sub-awardees must be organizations with a Unique Entity Identifier (UEI) issued via SAM.gov (certain exceptions apply). |
| l | All line items must be described in the budget narrative (see A1.6C) |
The budget sample on Tab 2 is an example of the required format, but is not exhaustive: your budget might have additional items not listed here. Please edit it to reflect your planned expenditures.
| A1.6C Budget Narrative |
| Note: 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. |
Personnel – Identify staffing requirements by each position title 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% x 8.5 months; calculation: $30,000/12 = $2,500 x 25% x 8.5 months = $5,312).
Fringe Benefits - State benefit costs separately from salary costs and explain how benefits are computed for each category of employee - specify type and rate.
Travel - Staff and participant travel, including international and in-country travel, domestic U.S. travel (if any), and per diem/maintenance: includes lodging, 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 GSA website); however, applicants may use per diem rates lower than official government rates.
Explain differences in fares among travelers on the same routes. All travel must be in compliance with the Fly America Act.
https://www.gsa.gov/travel
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 - list 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 – For each subaward/contract please provide a detailed line item breakdown explaining specific services. Subaward budgets should be submitted in a separate tab with the same level of detail for all line items (personnel, travel, supplies, direct costs, etc) required of the direct applicant. | |
| l | Subrecipients: A subaward is for the purpose of carrying out a portion of a Federal award and creates a Federal assistance relationship with the subrecipient. See 2 CFR 200.331-333. |
| l | Contractors: A contract is for the purpose of obtaining goods and services for the non-Federal entity’s own use and creates a procurement relationship with the contractor. See 2 CFR 200.331-333. |
Other Direct Costs - these will vary depending on the nature of the project. Justify each in the budget narrative.
| Indirect Charges | |
| l | If your organization has an indirect cost-rate agreement (NICRA) with the U.S. Government, a copy must be included with the application. |
| l | If your organization does not have a NICRA, you may claim up to 15% of Modified Total Direct Costs (MTDC) as indirect costs, as defined in 2 CFR 200.414 |
| l | Indicate how the rate is applied--to direct administrative expenses, to all direct costs, to wages and salaries only, etc. |
| l | If sub-grantees are claiming indirect costs, they should have an established NICRA that is also submitted with the proposal package |
| l | Do not include indirect costs against participant expenses in the budget. |
The Bureau of Democracy, Human Rights and Labor WILL CONSIDER budgeted line items for :
| l | Independent evaluations to assess the project’s impact (costs must be built into the overall original budget proposal and must be reasonable); |
| l | Costs associated with an internal evaluation conducted by the applicant (costs must be built into the overall original budget proposal and must be reasonable). |
| l | Visa Fees and Immunizations associated with program travel. |
The Bureau WILL NOT CONSIDER budgeted line items for:
| l | Any unallowable costs, as described in 2 CFR Part 200, Subpart E – Cost Principles; |
| l | Projects designed to advocate policy views or positions of foreign governments or views of a particular political faction; |
| l | Entertainment expenses, including alcoholic beverages; |
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.
A1.6D Cost Share
| l | Cost sharing is the portion of program cost not borne by the U.S. Department of State. Refer to the Notice of Funding Opportunity (NOFO) to determine whether cost sharing is required or encouraged. |
| l | 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; assign a US dollar monetary value to each in-kind contribution. 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. |
| l | 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 200.306. Other federal funding does not constitute cost sharing. |
| l | 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 200.306. 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. |
| A1.6E Office of Management and Budget (OMB) Circulars |
| Organizations should be familiar with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200), which supersede previous OMB Circulars. All entities must have a Unique Entity Identifier (UEI) issued via SAM.gov. Cost sharing, indirect costs, and subrecipient/contractor determinations should be managed in accordance with 2 CFR Part 200, including Subparts D and E. |
| Circulars – OMB – The White House |
http://www.gsa.gov/portal/category/100000https://www.whitehouse.gov/omb/information-resources/guidance/circulars/
2. Summary Budget Template
| SAMPLE SUMMARY BUDGET | |||
| Organization Name | |||
| Project Title | |||
| Project Duration | |||
| DRL Request | Cost Share | Total Project Budget |
| A | Personnel | 0.00 | 0.00 | 0.00 |
| B | Fringe Benefits | 0.00 | 0.00 | 0.00 |
| C | Travel | 0.00 | 0.00 | 0.00 |
| D | Equipment | 0.00 | 0.00 | 0.00 |
| E | Supplies | 0.00 | 0.00 | 0.00 |
| F | Contractual | 0.00 | 0.00 | 0.00 |
| G | Construction | 0.00 | 0.00 | 0.00 |
| H | Other Direct Costs | 0.00 | 0.00 | 0.00 |
| I | Total Direct Costs | 0.00 | 0.00 | 0.00 |
| J | Total Indirect Costs | 0.00 | 0.00 | 0.00 |
| K | Total (Sum I-J) | 0.00 | 0.00 | 0.00 |
* line item amounts auto-fill from "Detailed Grant Budget Template" tab
3. Detailed Budget Template
| SAMPLE DETAILED LINE-ITEM BUDGET | |
| Organization's Name | Organization Name |
| Project Title | Project Title |
| Project Duration | Project Title |
| Unit Cost | Requested Federal Funds | Cost-Share by Applicant | Program Total | |||||
| Unit | Number | Amount | Rate | |||||
| A | Personnel | months or years | salary (month or year) | % effort | ||||
| A.1 | US-Based personnel | |||||||
| A.1.1 | Project Manager | 0.00 | 0.00 | |||||
| A.1.2 | Project Officer, etc. | 0.00 | 0.00 |
| A.2 | Field Personnel | 0.00 | ||||||
| A.2.1 | 0.00 | 0.00 | ||||||
| Subtotal Personnel | 0.00 | 0.00 | 0.00 | |||||
| B | Fringe Benefits | |||||||
| B.1 | US-Based Personnel Fringe Benefits | 0.00 | ||||||
| B.2 | Field Personnel Fringe Benefits | 0.00 | ||||||
| Subtotal Fringe Benefits | 0.00 | 0.00 | 0.00 | |||||
| C | Travel | # people | # days | Cost | ||||
| C.1 | International Travel | |||||||
| C.1.1 | International Airfare (from…to /RT) | 0.00 | 0.00 | |||||
| C.1.2 | International Lodging | 0.00 | ||||||
| C.1.3 | Per Diem (City, Country) | 100% | 0.00 | 0.00 | ||||
| C.2 | Domestic Travel | |||||||
| C.2.1 | Domestic Transportation (specify) | 0.00 | ||||||
| C.2.2 | Domestic Lodging | 0.00 | ||||||
| C.2.3 | Domestic Per Diem (City, Country) | 100% | 0.00 | 0.00 | ||||
| Subtotal Travel | 0.00 | 0.00 | 0.00 | |||||
| D | Equipment (> $5,000 per unit ) | # units | unit cost | |||||
| D.1 | (description, e.g. generators) | 0.00 | 0.00 | |||||
| Subtotal Equipment | Sub Total Equipment | 0.00 | 0.00 | 0.00 | ||||
| E | Supplies (< $5,000 per unit) | # units | unit cost | |||||
| E.1 | (description) | 0.00 | ||||||
| Subtotal Supplies | Sub Total Supplies | 0.00 | 0.00 | |||||
| F | Contractual | |||||||
| F.1 | Subawards | |||||||
| F.1.1 | Subrecipient (Name)* | 0.00 | ||||||
| F.2 | Contracts | |||||||
| F.2.1 | Contractor | 0.00 | ||||||
| Subtotal Contractual | 0.00 | 0.00 | 0.00 | |||||
| G | Construction | |||||||
| G.1 | (description) | 0.00 | ||||||
| Subtotal Construction | 0.00 | 0.00 | 0.00 | |||||
| H | Other Direct Costs | |||||||
| H.1 | Specify, itemize (e.g. Program Audit) | 0.00 | ||||||
| H.2 | (e.g. Training: venue and catering) | 0.00 | ||||||
| Subtotal Other Direct Costs | 0.00 | 0.00 | 0.00 | |||||
| I | Total Direct Costs | 0.00 | 0.00 | 0.00 | ||||
| J | Total Indirect Costs (NICRA %, Final, Pre-determined, Provisional and Basis or 10% De Minimis based on MTDC) | |||||||
| K | Total Project Cost | (must match award amount) | 0.00 | 0.00 | 0.00 | |||
| * Detailed line-item budgets for sub-grantees should be included in additional tabs within this excel workbook. |
Subgrantee Budget (if apl.)
| SUB-GRANTEE BUDGET (if applicable) | |
| Sub-Grantee Organization Name | Organization Name |
| Project Title | Project Title |
| Project Duration | Project Title |
| Unit Cost | Requested Federal Funds | Cost-Share by Applicant | Program Total | ||||||
| Unit | Number | Amount | Rate | ||||||
| A | Personnel | months or years | salary (month or year) | % effort | |||||
| A.1 | US-Based personnel | ||||||||
| A.1.1 | Project Manager | 0.00 | 0.00 | ||||||
| A.1.2 | Project Officer, etc. | 0.00 | 0.00 | ||||||
| A.2 | Field Personnel | 0.00 | |||||||
| A.2.1 | 0.00 | 0.00 | |||||||
| Subtotal Personnel | 0.00 | 0.00 | 0.00 | ||||||
| B | Fringe Benefits | ||||||||
| B.1 | US-Based Personnel Fringe Benefits | 0.00 | S | ||||||
| B.2 | Field Personnel Fringe Benefits | 0.00 | |||||||
| Subtotal Fringe Benefits | 0.00 | 0.00 | 0.00 | ||||||
| C | Travel | # people | # days | Cost | |||||
| C.1 | International Travel | ||||||||
| C.1.1 | International Airfare (from…to /RT) | 0.00 | 0.00 | ||||||
| C.1.2 | International Lodging | 0.00 | |||||||
| C.1.3 | Per Diem (City, Country) | 100% | 0.00 | 0.00 | |||||
| C.2 | Domestic Travel | ||||||||
| C.2.1 | Domestic Transportation (specify) | 0.00 | |||||||
| C.2.2 | Domestic Lodging | 0.00 | |||||||
| C.2.3 | Domestic Per Diem (City, Country) | 100% | 0.00 | 0.00 | |||||
| Subtotal Travel | 0.00 | 0.00 | 0.00 | ||||||
| D | Equipment (> $5,000 per unit ) | # units | unit cost | ||||||
| D.1 | (description, e.g. generators) | 0.00 | 0.00 | ||||||
| Subtotal Equipment | Sub Total Equipment | 0.00 | 0.00 | 0.00 | |||||
| E | Supplies (< $5,000 per unit) | # units | unit cost | ||||||
| E.1 | (description) | 0.00 | |||||||
| Subtotal Supplies | Sub Total Supplies | 0.00 | 0.00 | ||||||
| F | Contractual | ||||||||
| F.1 | Subawards | ||||||||
| F.1.1 | Subrecipient (Name)* | 0.00 | |||||||
| F.2 | Contracts | ||||||||
| F.2.1 | Contractor | 0.00 | |||||||
| Subtotal Contractual | 0.00 | 0.00 | 0.00 | ||||||
| G | Construction | ||||||||
| G.1 | (description) | 0.00 | |||||||
| Subtotal Construction | 0.00 | 0.00 | 0.00 | ||||||
| H | Other Direct Costs | ||||||||
| H.1 | Specify, itemize (e.g. Program Audit) | 0.00 | |||||||
| H.2 | (e.g. Training: venue and catering) | 0.00 | |||||||
| Subtotal Other Direct Costs | 0.00 | 0.00 | 0.00 | ||||||
| I | Total Direct Costs | 0.00 | 0.00 | 0.00 | |||||
| J | Total Indirect Costs (NICRA %, Final, Pre-determined, Provisional and Basis or 10% De Minimis based on MTDC) | ||||||||
| K | Total Project Cost | (must match award amount) | 0.00 | 0.00 | 0.00 |
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