CA-RISE-Budget-Proposal-Template-2026.xlsx

XLSX spreadsheet 166 KB Posted

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CALIFORNIA REGIONAL INITIATIVE FOR SOCIAL ENTERPRISES PROGRAM FISCAL AGENT - REQUEST FOR PROPOSALS
Solicitation number
0000038792
Issued by
California

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Written by GovTribe AI ·

This is a budget proposal template for the California Regional Initiative for Social Enterprises (CA-RISE) program, administered by the California Governor's Office of Small Business Advocacy (CalOSBA). The template serves as the standardized Excel-based budget submission document for organizations applying to serve as a Fiscal Agent responsible for administering grantmaking and disbursing grants to eligible enterprises and nonprofits throughout California. Applicants must complete an itemized budget with up to 1,000 line items, categorizing all proposed expenditures by type (Personnel, Program Administration, Supplies, or Contractual) and providing detailed narrative descriptions for each cost. The budget template automatically aggregates individual line items into summary totals by expenditure category and generates a final budget request total that reflects the organization's complete proposed budget for the program.

The template requires applicants to itemize all costs with specific hourly rates or unit prices and quantities, with personnel costs expressed as hourly units with approximated hours worked and corresponding hourly rates. Program administration and other indirect costs must be directly justified and associated with program activities. All budget submissions must be completed in Excel (.xlsx) format and submitted to CalOSBA with a contact at calosbaprograms@gobiz.ca.gov. The underlying contract opportunity involves the State of California seeking a third-party administrator to serve as Fiscal Agent for the program, with responsibility for disbursing grants of up to $300,000 to eligible enterprises and nonprofits by March 31, 2028, indicating a specific programmatic deadline for grant distribution.

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Instructions

Instructions
This spreadsheet must be fully completed and provided in excel (.xlsx) format.
Itemized Budget
START HERE. To complete the workbook, applicants must:
Provide line items in the budget detail and the proposed budget costs. All items must:
• Be assigned an Expenditure Type from the eligible funding categories.
• Include a brief narrative description of what the cost is for. Examples include, but are not limited to:
Personnel should include the name and title of the staff and their key activities. ("Jane Doe, Consultant, Provides 1-1 consulting services and training to clients on disaster preparedness")
Supplies should include the purpose of the item and how it will be used for the purposes of this program. ("Zoom subscription, Annual, used to conduct vitual training/webinar services")
• Include the appropriate hourly rate or unit price and quantity. Note:
Personnel time must be listed as hourly units with an approximation of the hours to be worked and the hourly rate that will be charged.
Contractual can be listed as HR or EA; however, if EA is selected, the hourly rate for the contractor must be included in the expenditure description.
Budget Request - Total
Enter the Fiscal Authority/Organization Name of the applicant. This must be the name of the organization with which CalOSBA will hold the contract.
The Budget Request will automatically pull values in the Itemized Budget sheet.
The formulas included on this sheet must not be changed. It is used as a reference for how much has been allocated toward each budget category in the first year.
Budget Expenditure Summary
The Budget Request will automatically pull values in the Itemized Budget sheet.
The formulas included on this sheet must not be changed. It is used as a reference for how much has been allocated toward each budget category.
PersonnelEmployee’s time and effort directly supporting the program.
Program AdministrationCosts must be directly associated with the Program. Administrative costs must be justified and may not be indirect.
SuppliesSupplies include products or technology to conduct Program activities.
ContractualContractor’s time and effort directly supporting the program.
Please send any questions regarding this budget template to the following contacts:
to:calosbaprograms@gobiz.ca.gov
cc:cassie.fortes@gobiz.ca.gov

mailto:calosbaprograms@gobiz.ca.govmailto:cassie.fortes@gobiz.ca.gov Itemized Budget California Regional Intiaitve for Social Enterprises - Itemized Budget Request

Budget Justification (Estimated Costs)
All costs must be justified in the "Expenditure Description / Narrative" column.
Expenditure TypeExpenditure Description / Narrative (characters: 25 min. / 250 max.)QuantityUnitCostFunds Requested
1$ - 0
2$ - 0
3$ - 0
4$ - 0
5$ - 0
6$ - 0
7$ - 0
8$ - 0
9$ - 0
10$ - 0
11$ - 0
12$ - 0
13$ - 0
14$ - 0
15$ - 0
16$ - 0
17$ - 0
18$ - 0
19$ - 0
20$ - 0
21$ - 0
22$ - 0
23$ - 0
24$ - 0
25$ - 0
26$ - 0
27$ - 0
28$ - 0
29$ - 0
30$ - 0
31$ - 0
32$ - 0
33$ - 0
34$ - 0
35$ - 0
36$ - 0
37$ - 0
38$ - 0
39$ - 0
40$ - 0
41$ - 0
42$ - 0
43$ - 0
44$ - 0
45$ - 0
46$ - 0
47$ - 0
48$ - 0
49$ - 0
50$ - 0
51$ - 0
52$ - 0
53$ - 0
54$ - 0
55$ - 0
56$ - 0
57$ - 0
58$ - 0
59$ - 0
60$ - 0
61$ - 0
62$ - 0
63$ - 0
64$ - 0
65$ - 0
66$ - 0
67$ - 0
68$ - 0
69$ - 0
70$ - 0
71$ - 0
72$ - 0
73$ - 0
74$ - 0
75$ - 0
76$ - 0
77$ - 0
78$ - 0
79$ - 0
80$ - 0
81$ - 0
82$ - 0
83$ - 0
84$ - 0
85$ - 0
86$ - 0
87$ - 0
88$ - 0
89$ - 0
90$ - 0
91$ - 0
92$ - 0
93$ - 0
94$ - 0
95$ - 0
96$ - 0
97$ - 0
98$ - 0
99$ - 0
100$ - 0
101$ - 0
102$ - 0
103$ - 0
104$ - 0
105$ - 0
106$ - 0
107$ - 0
108$ - 0
109$ - 0
110$ - 0
111$ - 0
112$ - 0
113$ - 0
114$ - 0
115$ - 0
116$ - 0
117$ - 0
118$ - 0
119$ - 0
120$ - 0
121$ - 0
122$ - 0
123$ - 0
124$ - 0
125$ - 0
126$ - 0
127$ - 0
128$ - 0
129$ - 0
130$ - 0
131$ - 0
132$ - 0
133$ - 0
134$ - 0
135$ - 0
136$ - 0
137$ - 0
138$ - 0
139$ - 0
140$ - 0
141$ - 0
142$ - 0
143$ - 0
144$ - 0
145$ - 0
146$ - 0
147$ - 0
148$ - 0
149$ - 0
150$ - 0
151$ - 0
152$ - 0
153$ - 0
154$ - 0
155$ - 0
156$ - 0
157$ - 0
158$ - 0
159$ - 0
160$ - 0
161$ - 0
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163$ - 0
164$ - 0
165$ - 0
166$ - 0
167$ - 0
168$ - 0
169$ - 0
170$ - 0
171$ - 0
172$ - 0
173$ - 0
174$ - 0
175$ - 0
176$ - 0
177$ - 0
178$ - 0
179$ - 0
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181$ - 0
182$ - 0
183$ - 0
184$ - 0
185$ - 0
186$ - 0
187$ - 0
188$ - 0
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190$ - 0
191$ - 0
192$ - 0
193$ - 0
194$ - 0
195$ - 0
196$ - 0
197$ - 0
198$ - 0
199$ - 0
200$ - 0
201$ - 0
202$ - 0
203$ - 0
204$ - 0
205$ - 0
206$ - 0
207$ - 0
208$ - 0
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210$ - 0
211$ - 0
212$ - 0
213$ - 0
214$ - 0
215$ - 0
216$ - 0
217$ - 0
218$ - 0
219$ - 0
220$ - 0
221$ - 0
222$ - 0
223$ - 0
224$ - 0
225$ - 0
226$ - 0
227$ - 0
228$ - 0
229$ - 0
230$ - 0
231$ - 0
232$ - 0
233$ - 0
234$ - 0
235$ - 0
236$ - 0
237$ - 0
238$ - 0
239$ - 0
240$ - 0
241$ - 0
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243$ - 0
244$ - 0
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255$ - 0
256$ - 0
257$ - 0
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259$ - 0
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262$ - 0
263$ - 0
264$ - 0
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282$ - 0
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284$ - 0
285$ - 0
286$ - 0
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292$ - 0
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303$ - 0
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305$ - 0
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314$ - 0
315$ - 0
316$ - 0
317$ - 0
318$ - 0
319$ - 0
320$ - 0
321$ - 0
322$ - 0
323$ - 0
324$ - 0
325$ - 0
326$ - 0
327$ - 0
328$ - 0
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660$ - 0
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662$ - 0
663$ - 0
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668$ - 0
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670$ - 0
671$ - 0
672$ - 0
673$ - 0
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675$ - 0
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677$ - 0
678$ - 0
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680$ - 0
681$ - 0
682$ - 0
683$ - 0
684$ - 0
685$ - 0
686$ - 0
687$ - 0
688$ - 0
689$ - 0
690$ - 0
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695$ - 0
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710$ - 0
711$ - 0
712$ - 0
713$ - 0
714$ - 0
715$ - 0
716$ - 0
717$ - 0
718$ - 0
719$ - 0
720$ - 0
721$ - 0
722$ - 0
723$ - 0
724$ - 0
725$ - 0
726$ - 0
727$ - 0
728$ - 0
729$ - 0
730$ - 0
731$ - 0
732$ - 0
733$ - 0
734$ - 0
735$ - 0
736$ - 0
737$ - 0
738$ - 0
739$ - 0
740$ - 0
741$ - 0
742$ - 0
743$ - 0
744$ - 0
745$ - 0
746$ - 0
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748$ - 0
749$ - 0
750$ - 0
751$ - 0
752$ - 0
753$ - 0
754$ - 0
755$ - 0
756$ - 0
757$ - 0
758$ - 0
759$ - 0
760$ - 0
761$ - 0
762$ - 0
763$ - 0
764$ - 0
765$ - 0
766$ - 0
767$ - 0
768$ - 0
769$ - 0
770$ - 0
771$ - 0
772$ - 0
773$ - 0
774$ - 0
775$ - 0
776$ - 0
777$ - 0
778$ - 0
779$ - 0
780$ - 0
781$ - 0
782$ - 0
783$ - 0
784$ - 0
785$ - 0
786$ - 0
787$ - 0
788$ - 0
789$ - 0
790$ - 0
791$ - 0
792$ - 0
793$ - 0
794$ - 0
795$ - 0
796$ - 0
797$ - 0
798$ - 0
799$ - 0
800$ - 0
801$ - 0
802$ - 0
803$ - 0
804$ - 0
805$ - 0
806$ - 0
807$ - 0
808$ - 0
809$ - 0
810$ - 0
811$ - 0
812$ - 0
813$ - 0
814$ - 0
815$ - 0
816$ - 0
817$ - 0
818$ - 0
819$ - 0
820$ - 0
821$ - 0
822$ - 0
823$ - 0
824$ - 0
825$ - 0
826$ - 0
827$ - 0
828$ - 0
829$ - 0
830$ - 0
831$ - 0
832$ - 0
833$ - 0
834$ - 0
835$ - 0
836$ - 0
837$ - 0
838$ - 0
839$ - 0
840$ - 0
841$ - 0
842$ - 0
843$ - 0
844$ - 0
845$ - 0
846$ - 0
847$ - 0
848$ - 0
849$ - 0
850$ - 0
851$ - 0
852$ - 0
853$ - 0
854$ - 0
855$ - 0
856$ - 0
857$ - 0
858$ - 0
859$ - 0
860$ - 0
861$ - 0
862$ - 0
863$ - 0
864$ - 0
865$ - 0
866$ - 0
867$ - 0
868$ - 0
869$ - 0
870$ - 0
871$ - 0
872$ - 0
873$ - 0
874$ - 0
875$ - 0
876$ - 0
877$ - 0
878$ - 0
879$ - 0
880$ - 0
881$ - 0
882$ - 0
883$ - 0
884$ - 0
885$ - 0
886$ - 0
887$ - 0
888$ - 0
889$ - 0
890$ - 0
891$ - 0
892$ - 0
893$ - 0
894$ - 0
895$ - 0
896$ - 0
897$ - 0
898$ - 0
899$ - 0
900$ - 0
901$ - 0
902$ - 0
903$ - 0
904$ - 0
905$ - 0
906$ - 0
907$ - 0
908$ - 0
909$ - 0
910$ - 0
911$ - 0
912$ - 0
913$ - 0
914$ - 0
915$ - 0
916$ - 0
917$ - 0
918$ - 0
919$ - 0
920$ - 0
921$ - 0
922$ - 0
923$ - 0
924$ - 0
925$ - 0
926$ - 0
927$ - 0
928$ - 0
929$ - 0
930$ - 0
931$ - 0
932$ - 0
933$ - 0
934$ - 0
935$ - 0
936$ - 0
937$ - 0
938$ - 0
939$ - 0
940$ - 0
941$ - 0
942$ - 0
943$ - 0
944$ - 0
945$ - 0
946$ - 0
947$ - 0
948$ - 0
949$ - 0
950$ - 0
951$ - 0
952$ - 0
953$ - 0
954$ - 0
955$ - 0
956$ - 0
957$ - 0
958$ - 0
959$ - 0
960$ - 0
961$ - 0
962$ - 0
963$ - 0
964$ - 0
965$ - 0
966$ - 0
967$ - 0
968$ - 0
969$ - 0
970$ - 0
971$ - 0
972$ - 0
973$ - 0
974$ - 0
975$ - 0
976$ - 0
977$ - 0
978$ - 0
979$ - 0
980$ - 0
981$ - 0
982$ - 0
983$ - 0
984$ - 0
985$ - 0
986$ - 0
987$ - 0
988$ - 0
989$ - 0
990$ - 0
991$ - 0
992$ - 0
993$ - 0
994$ - 0
995$ - 0
996$ - 0
997$ - 0
998$ - 0
999$ - 0

Budget Request - Total California Regional Intiaitve for Social Enterprises - Total Budget Request

Fiscal Authority/Organization:

Program Total
Personnel$ - 0
Fringe$ - 0
Program Administration$ - 0
Supplies$ - 0
Contractual$ - 0
Total$ - 0

Sheet1 The budget columns of this sheet are intentionally locked. The Fiscal Authority and Center Names must be added to this page, but the budget amounts will automatically populate from the "Itemized Budget" sheet.

image1.png

File details come from the government source that posted it. Updated .