EPA GMP TFW Budget Table Template 2019.9.23.xlsx

XLSX spreadsheet 104 KB Posted Sep 24, 2019

Attached to: Gulf of Mexico Program Reduction and Prevention of Trash in the Five Coastal States (Texas, Louisiana, Mississippi, Alabama, and Florida) of the Gulf of Mexico Watershed
Opportunity number: EPA-GM-2019-TFW
Issued by: Environmental Protection Agency

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Budget Table Template

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File	Type	Posted
EPA GMP TFW Q and A 2019.9.23.pdf	PDF	Sep 24, 2019
EPA GMP TFW RFA 2019.9.23.pdf	PDF	Sep 24, 2019
PKG00255358-instructions.pdf	PDF	Sep 24, 2019

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1. Budget 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-424A)
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.
	The budget should be for the entire project period. Successful applicants may be asked to provide a year-by-year budget breakdown for every budget category.
	The budget narrative should justify costs outlined in the budget table and explain the unit cost calculation and methodology.

The budget template on Tab 3 is an example of the required line item budget. Please edit it to reflect all planned expenditures. Enter project specific information in the yellow cells and the spreadsheet will autocalculate. Additional lines are available in tabs 4 and 5 if needed.

Budget Narrative

The Budget Narrative is used to determine if costs are reasonable and permissible. All proposed costs must be reasonable, necessary to achieve project objectives, permissible in accordance with applicable Federal cost principles, auditable, and incurred during the project period. The budget narrative should justify costs outlined in the budget table and explain the unit cost calculation and methodology. Before developing a project budget, applicants should carefully review information below. All figures must be in U.S. Dollars and rounded to the nearest dollar.

For EPA budget narrative development resources, please see the EPA RAIN-2019-G02 https://www.epa.gov/grants/rain-2019-g02 and more specifically the PDF titled Interim General Budget Development Guidance for Applicants and Recipients of EPA Financial Assistance (https://www.epa.gov/sites/production/files/2019-05/documents/applicant-budget-development-guidance.pdf) In addition, please see sample language and other helpful hints below.

1. Personnel
	EXAMPLE:
	The Program Director will provide daily oversight of the grant, including fiscal and personnel management, community relations, and project development and evaluation during the project period. Salary was calculated using a base rate of $(insert rate and unit here) with a ___% COLA each year.
	The Program Coordinator will coordinate project activities, including training, communication, data collection, and information dissemination. Salary was calculated using a base rate of $(insert rate and unit here) with a ___% COLA each year.
	Insert additional project positions as needed.
	TOTAL SALARY AND WAGES: $_____

2. Fringe Benefits
	EXAMPLE:
	Fringe Benefits: The fringe rate of ___% covers (insert what your fringe covers – ex. basic retirement benefits and workers’ compensation insurance) for the (insert positions here).
	TOTAL FRINGE BENEFITS: $______

3. Travel
	EXAMPLE:
	Travel: Describe additional travel details not included in the budget table. Include a brief description or reference to project narrative for which tasks/portions of the project the travel will support or why travel is required to accomplish specific project goals.
	TOTAL TRAVEL: $_____

4. Equipment
	EXAMPLE:
	Equipment: _______ for one _______ to accomplish task 4.b. To accomplish this goal the equipment requires the following specifications. Three companies were found to have the product and specifications required. Costs were determined after requesting quotes from these companies. Equipment will be procured following organizations procurement guidelines by requesting quotes and allowing time for bids from multiple sources. Procurement of the _______ equipment will be in accordance with 2 CFR Part 200.
	TOTAL EQUIPMENT: $_______

5. Supplies
	Does the narrative include a brief explanation of why the supplies proposed are necessary to the project?
	Are costs categorized by major supply categories (e.g. Office supplies, computing devices, monitoring equipment)?
	Services associated with supplies, such as rental costs for computing devices, should be included in the “Other” category.

EXAMPLE

Supplies:

_____ for office supplies (including paper, ink, etc) to enable _______

_____ for water monitoring consumables (including buffer, etc) to complete water quality monitoring identified in task __

_____ for sonde replacement tips (including pH, etc) to ensure functional tips for wq monitoring identified in task ___

TOTAL SUPPLIES: $_______

6. Contractual
	Recipients use procurement contracts to acquire property (including intellectual property such as software licenses) and services needed to carry out the EPA funded project or program.
	Contractual services (including those provided by consultants) are those services to be provided by an individual or organization, other than the recipient’s own employees, that establish a contractual relationship as described at 2 CFR 200.330(b) and Appendix A of EPA’s Subaward Policy.
	Transactions between recipients and for-profit firms or individual consultants are in almost all cases procurement contracts subject to the 2 CFR Part 200 Procurement Standards (2 CFR 200.317 through 200.326) competition requirements rather than subawards, which generally may be awarded without competition.
	Speaker fees (including “honoraria” and travel expenses for non-employees), standalone contracts for audio-visual services and costs for hiring transportation services (vehicles and drivers) at conferences, meetings, workshops and similar events should be classified as contractual.
	Facility rental costs are classified as “Other” and may include audio-visual and catering services if these services are provided through the facility. Personal vehicle rental costs for employees in travel status are typically considered travel expenses.
	The applicant’s work plan and budget narrative should explain why contracting is appropriate for the project.
	The applicant’s work plan and budget narrative should explain why contracting is appropriate for the project.
	a. The applicant should list the proposed contract activities along with a brief description of the scope of work or services to be provided, proposed duration, and proposed procurement method (competitive or non-competitive) in its budget narrative.
	b. EPA does not require applicants to identify contractors (including consultants) in the work plan, and the terms of EPA’s competitive announcements warn applicants not to do so unless they have already complied with the 2 CFR Part 200 Procurement Standards. Refer to the Sole Source Guidance in Subsection C. 3. Of the Interim General Budget Development Guidance for Applicants and Recipients of EPA Financial Assistance (https://www.epa.gov/sites/production/files/2019-05/documents/applicant-budget-development-guidance.pdf).

EXAMPLE:

$_____ for ______ to accomplish _____ in task 1.b. Costs in this category were determined based on several site visits with professionals, quote requests over the phone, consultation with local contractors who have performed similar projects, and online price sheets. Contractor will be selected in accordance with 2 CFR Part 200.

Non-competitive: ________ was selected as a sole-source recipient because it is the only organization in the area with the scientific credentials, staff, and mission that matches the needs of our project.

TOTAL CONTRACTUAL: $_____

7. Construction
	Construction costs are not allowable and should not be included

8. Other
	Are items grouped by type (space rental, printing, phone, maintenance, sub-award, Participant Support Costs, etc.)?
	Is each sub-award (or sub-grant) described (i.e., description of activities to be performed, method of selection) and the amount of award included?

Definition of Participant Support Costs: Participant support costs means direct costs for items such as stipends or subsistence allowances, travel allowances, and registration fees paid to or on behalf of participants or trainees (but not employees) in connection with conferences, or training projects. Please see EPA’s Interim General Budget Development Guidance for more information.

EXAMPLE:

Subaward - ________ will receive a sub-award for $_____ and will be responsible for the activities identified in Tasks ___ & _____. Sub-award will be managed in accordance with 2 CFR Part 200.

Participant support costs - $______ is requested for participant support costs, including:

· refreshments and meals for training events: (specify amount for each training event and estimated number of individuals)

· transportation of participants to training: (specify type of transportation, amount and estimated number of individuals that will be covered)

Printing - Printing of outreach and communications materials at local copying center (100 _____ at 2 cents ea)

TOTAL OTHER: $_____

http://www.ecfr.gov/cgi-bin/text-idx?SID=13ba9427d76d0457687883925c3868e9&mc=true&node=se2.1.200_1330&rgn=div8http://www.ecfr.gov/cgi-bin/text-idx?SID=13ba9427d76d0457687883925c3868e9&mc=true&node=sg2.1.200_1316.sg3&rgn=div7

2. Summary Budget Template

SUMMARY BUDGET

Organization's Name

Project Title

Project Duration (i.e. October 1, 2015 - September 30, 2016)

Federal Funds

A	Personnel	166,365
B	Fringe Benefits	44,888
C	Travel	7,590
D	Equipment	0
E	Supplies	0
F	Contractual	0
G	Construction	Not Allowable
H	Other Direct Costs	0
I	Total Direct Costs	218,843
J	Total Indirect Costs	0
K	Total Project Cost	218,843

3. Detailed Budget Template

LINE ITEM BUDGET

Organization's Name

Project Title

Project Duration (i.e. October 1, 2015 - September 30, 2016)

		Unit Cost				Requested Federal Funds					Requested Federal Funds
		Unit	Number	Amount	Rate				Base	Rate
A	Personnel Position	unit name	# units	salary per unit	% effort		B	Fringe Benefits
A.1	Year 1						B.1	Year 1
A.1.1	Principal Investigator	months	5.5	$ 4,592	100.0%	$ 25,256	B.1.1	Principal Investigator	$ 25,256	28.0%	$ 7,072
A.1.2	Co-PI	months	2	$ 7,459	100.0%	$ 14,918	B.1.2	Co-PI	$ 14,918	28.0%	$ 4,177
A.1.3	Technician	months	12	$ 3,632	30.0%	$ 13,075	B.1.3	Technician	$ 13,075	39.0%	$ 5,099
A.1.4	Graduate Students	months	12	$ 2,392	100.0%	$ 28,704	B.1.4	Graduate Students	$ 28,704	18.4%	$ 5,282
A.1.5						$ - 0	B.1.5	0	$ - 0		$ - 0
A.2	Year 2						B.2	Year 2
A.2.1	Principal Investigator (3%COLA)	months	5.5	$ 4,730	100.0%	$ 26,014	B.2.1	Principal Investigator (3%COLA)	$ 26,014	29.9%	$ 7,778
A.2.2	Co-PI (3%COLA)	months	2	$ 7,683	100.0%	$ 15,366	B.2.2	Co-PI (3%COLA)	$ 15,366	29.9%	$ 4,594
A.2.3	Technician (3%COLA)	months	12	$ 3,741	30.0%	$ 13,467	B.2.3	Technician (3%COLA)	$ 13,467	40.0%	$ 5,387
A.2.4	Graduate Students (3%COLA)	months	12	$ 2,464	100.0%	$ 29,565	B.2.4	Graduate Students (3%COLA)	$ 29,565	18.6%	$ 5,499
A.2.5						$ - 0	B.2.5	0	$ - 0		$ - 0
A.3	Year 3						B.3	Year 3
A.3.1						$ - 0	B.3.1	0	$ - 0		$ - 0
A.3.2						$ - 0	B.3.2	0	$ - 0		$ - 0
A.3.3						$ - 0	B.3.3	0	$ - 0		$ - 0
A.3.4						$ - 0	B.3.4	0	$ - 0		$ - 0
A.3.5						$ - 0	B.3.5	0	$ - 0		$ - 0
	Total Personnel (tab 4. Additional Lines)				$ - 0			Total Fringe (tab 4. Additional Lines)		$ - 0
Subtotal Personnel					$ 166,365		Subtotal Fringe Benefits			$ 44,888
C	Travel	unit	# units	unit cost	total per trip	trip multiplier	Description of multiplier		Total
C.1	(Description/Purpose/Location)
C.1.1	Airfare/Ground Transportation (specify R/T or otherwise)	Miles	500	$ 0.58	290	3	3 people carpooling for 3 trips		$ 870
C.1.2	Meals and Incidentals	days	4.5	$ 60.00	270	9	3 people * 3 trips		$ 2,430
C.1.3	Lodging	nights	4	$ 160.00	640	6	2 hotel rooms * 3 trips		$ 3,840
C.1.4	Other (registration fee)	n/a	1	$ 150.00	150	3	registration fees for 3 people		$ 450
C.1.5	Other (registration fee)								$ - 0
C.2	(Description/Purpose/Location)
C.2.1	Airfare/Ground Transportation (specify R/T or otherwise)				0				$ - 0
C.2.2	Meals and Incidentals				0				$ - 0
C.2.3	Lodging				0				$ - 0
C.2.4	Other, e.g. registration fee				0				$ - 0
C.2.5	Other				0				$ - 0
	Subtotal Travel (tab 5. Additional Lines)								$ - 0
Subtotal Travel									$ 7,590
D	Equipment (>$5,000 per unit)		# units	unit cost
D.1	(description, i.e. generators)					$ - 0
D.2						$ - 0
D.3						$ - 0
	Subtotal Equipment (tab 5. Additional Lines)				$ - 0
Subtotal Equipment	Sub Total Equipment				$ - 0
E	Supplies (< $5,000 per unit)		# units	unit cost
E.1	(description, i.e. chainsaws)					$ - 0
E.2	.					$ - 0
E.3						$ - 0
E.4						$ - 0
E.5						$ - 0
E.6						$ - 0
E.7						$ - 0
E.8						$ - 0
E.9						$ - 0
E.10						$ - 0
E.11						$ - 0
E.12						$ - 0
E.13						$ - 0
E.14						$ - 0
	Subtotal Supplies (tab 5. Additional Lines)				$ - 0
Subtotal Supplies	Sub Total Supplies				$ - 0
F	Contractual (indicate competitive bid or sole source)	unit (sub, consultant)	# units	unit cost
F.1	(description, i.e. consultants)					$ - 0
F.2						$ - 0
	Subtotal Contractual (tab 5. Additional Lines)				$ - 0
Subtotal Contractual					$ - 0
G	Construction	Not Allowable
H	Other Direct Costs	unit	# units	unit cost
H.1	(description, e.g. rental fees, printing services)					$ - 0
H.2	(description, e.g. sub-award, participant support costs)					$ - 0
H.3						$ - 0
	Subtotal Other Direct Costs (tab 5. Additional Lines)				$ - 0
Subtotal Other Direct Costs					$ - 0
I	Total Direct Costs				$ 218,843
J	Total Indirect Costs	base		NICRA %
	(describe direct costs excluded from base and indicate NICRA Provisional, Final, Pre determined or 10% DeMinimus Rate based on MTDC)				$ - 0
K	Total Project Cost	(must match award amount)			$ 218,843

4. Additional Lines A-B

Additional Lines for Categories A and B

Organization's Name

Project Title

Project Duration (i.e. October 1, 2015 - September 30, 2016)

		Unit Cost				Requested Federal Funds					Requested Federal Funds
		Unit	Number	Amount	Rate				Base	Rate
A	Personnel Position	unit name	# units	salary per unit	% effort		B	Fringe Benefits
A.1	Year 1						B.1	Year 1
A.1.6						$ - 0	B.1.6	0	$ - 0		$ - 0
A.1.7						$ - 0	B.1.7	0	$ - 0		$ - 0
A.1.8						$ - 0	B.1.8	0	$ - 0		$ - 0
A.1.9						$ - 0	B.1.9	0	$ - 0		$ - 0
A.1.10						$ - 0	B.1.10	0	$ - 0		$ - 0
A.2	Year 2						B.2	Year 2
A.2.6						$ - 0	B.2.6	0	$ - 0		$ - 0
A.2.7						$ - 0	B.2.7	0	$ - 0		$ - 0
A.2.8						$ - 0	B.2.8	0	$ - 0		$ - 0
A.2.9						$ - 0	B.2.9	0	$ - 0		$ - 0
A.2.10						$ - 0	B.2.10	0	$ - 0		$ - 0
A.3	Year 3						B.3	Year 3
A.3.6						$ - 0	B.3.6	0	$ - 0		$ - 0
A.3.7						$ - 0	B.3.7	0	$ - 0		$ - 0
A.3.8						$ - 0	B.3.8	0	$ - 0		$ - 0
A.3.9						$ - 0	B.3.9	0	$ - 0		$ - 0
A.3.10						$ - 0	B.3.10	0	$ - 0		$ - 0
A.4	Year 4						B.4	Year 4
A.4.1						$ - 0	B.4.1	0	$ - 0		$ - 0
A.4.2						$ - 0	B.4.2	0	$ - 0		$ - 0
A.4.3						$ - 0	B.4.3	0	$ - 0		$ - 0
A.4.4						$ - 0	B.4.4	0	$ - 0		$ - 0
A.4.5						$ - 0	B.4.5	0	$ - 0		$ - 0
A.4.6						$ - 0	B.4.6	0	$ - 0		$ - 0
A.4.7						$ - 0	B.4.7	0	$ - 0		$ - 0
A.4.8						$ - 0	B.4.8	0	$ - 0		$ - 0
A.4.9						$ - 0	B.4.9	0	$ - 0		$ - 0
A.4.10						$ - 0	B.4.10	0	$ - 0		$ - 0
A.5	Year 5						B.5	Year 5
A.5.1						$ - 0	B.5.1	0	$ - 0		$ - 0
A.5.2						$ - 0	B.5.2	0	$ - 0		$ - 0
A.5.3						$ - 0	B.5.3	0	$ - 0		$ - 0
A.5.4						$ - 0	B.5.4	0	$ - 0		$ - 0
A.5.5						$ - 0	B.5.5	0	$ - 0		$ - 0
A.5.6						$ - 0	B.5.6	0	$ - 0		$ - 0
A.5.7						$ - 0	B.5.7	0	$ - 0		$ - 0
A.5.8						$ - 0	B.5.8	0	$ - 0		$ - 0
A.5.9						$ - 0	B.5.9	0	$ - 0		$ - 0
A.5.10						$ - 0	B.5.10	0	$ - 0		$ - 0
	Total Personnel (tab 4. Additional Lines)				$ - 0			Total Fringe (tab 4. Additional Lines)		$ - 0

5. Additional Lines C-H

Additional Lines for Categories C through H

Organization's Name

Project Title

Project Duration (i.e. October 1, 2015 - September 30, 2016)

C	Travel	unit	# units	unit cost	total per trip	trip multiplier	Description of multiplier	Total
C.3	(Description/Purpose/Location)
C.3.1	Airfare/Ground Transportation (specify R/T or otherwise)				0			$ - 0
C.3.2	Meals and Incidentals				0			$ - 0
C.3.3	Lodging				0			$ - 0
C.3.4	Other (registration fee)				0			$ - 0
C.3.5	Other (registration fee)				0			$ - 0
C.4	(Description/Purpose/Location)
C.4.1	Airfare/Ground Transportation (specify R/T or otherwise)				0			$ - 0
C.4.2	Meals and Incidentals				0			$ - 0
C.4.3	Lodging				0			$ - 0
C.4.4	Other (registration fee)				0			$ - 0
C.4.5	Other (registration fee)				0			$ - 0
	Subtotal Travel (tab 5. Additional Lines)							$ - 0
D	Equipment (>$5,000 per unit)		# units	unit cost
D.4	(description, i.e. generators)					$ - 0
D.5						$ - 0
D.6						$ - 0
	Subtotal Equipment (tab 5. Additional Lines)				$ - 0
E	Supplies (< $5,000 per unit)		# units	unit cost
E.15	(description, i.e. chainsaws)					$ - 0
E.16	.					$ - 0
E.17						$ - 0
E.18						$ - 0
E.19						$ - 0
E.20						$ - 0
E.21						$ - 0
E.22						$ - 0
E.23						$ - 0
E.24						$ - 0
E.25						$ - 0
E.26						$ - 0
E.27						$ - 0
E.28						$ - 0
	Subtotal Supplies (tab 5. Additional Lines)				$ - 0
F	Contractual (indicate competitive bid or sole source)	unit (sub, consultant)	# units	unit cost
F.3	(description, i.e. consultants)					$ - 0
F.4						$ - 0
	Subtotal Contractual (tab 5. Additional Lines)				$ - 0
H	Other Direct Costs	unit	# units	unit cost
H.4	(description, e.g. rental fees, printing services)					$ - 0
H.5	(description, e.g. sub-award, participant support costs)					$ - 0
H.6						$ - 0
	Subtotal Other Direct Costs (tab 5. Additional Lines)				$ - 0

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