Exhibit B - Budget Template.xlsx

2027 Budget Template

- Please spell out all abbreviations in the Abbreviations section.

- Too many abbreviations in a sentence can make the information unreadable.

- Words like: etc., etcetera, misc., miscellaneous cannot be included in the budget.

- Hide any unneeded line descriptions excluding headers and totals

- All figures should be rounded to 2 decimal places (except for the Percent of Time on Project)

- Please run spell check prior to submitting the budget

- Line items that are $0 requested from CDEC must be removed.

Hurt,Genette: Hurt,Genette:

Please remove this row upon finalizing the document.

Cartaya, Hugo: Enter Budgte Period Date

Public Health & Environment: Instructions: Enter Brief description of work this position is responsible for.

Hide un-needed rows.

Deborah J. Polk: Enter the employee's annual (12 month) gross salary.

Fringe Costs Deborah J. Polk: Enter the total amount of fringe for the employee based on their annual salary.

Number of Months on the Project Cartaya, Hugo: Enter the number of months this position will work on the project.

Requested from CDEC

: Instructions: If contractor is over $50,000, only the first $50,000 can be included in the Modified Total Direct Costs Calculation.

Hide un-needed rows. Total Amount Requested from CDEC Cartaya, Hugo: Enter the Total Amount Requested from CDEC UnAllowable in MTDC calculation Cartaya, Hugo: This cell is auto calculated Allowable in MTDC Hurt,Genette: Hurt,Genette:

This cell is auto calculated

: Instructions: This section should describe the necessity and reasonableness of all estimated travel costs. Indicate the project personnel who will be traveling and describe their anticipated contributions to the work plan. Detail how cost estimates were determined. (Do not include the mileage rates, per diem rates, etc.).

Remove un-needed rows.

Total Amount Requested from CDEC

Cartaya, Hugo: Instructions: List the item in this column: i.e., mileage, lodging, meals, airfare Description of Item Item Description should include the rationale for the costs budgeted and a description of how cost estimates are calculated.

Indicate the project personnel who will be traveling and describe their anticipated contributions.

Examples include: mileage, lodging, meals, airfare, tolls, etc..

Total Amount Requested from CDEC

Cartaya, Hugo: Item Description should include the rationale for the costs budgeted and a description of how cost estimates are calculated.

Examples

Rental Costs - General rental costs for the program's operation location (does not include meeting room fees)

Tuition remission

Scholarships and Fellowships - This includes scholarships, fellowships, stipends only if we are paying for education for non-employees

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. (Example: incentives, child care, payments/stipends, etc.)

Participant Support costs are excluded from the indirect calculations if they are paid directly to the participant. If meals are provided as part of an event cost, they are not excluded. For example, if a site gives a $20 payment to a participant to cover their meal costs, it's excluded. If the site pays Panera for continental breakfast for everyone in attendance , it's not excluded. If the cost is to pay for things like diapers, that is also a cost reimbursement, not compensation or an incentive to participate in the program and is not excluded from MTDC.

If it is a stipend and it isn't compensation or payment as incentive to participate in the program, it should not be excluded from MTDC. It is more about the kind of expense and if it's an incentive to participate.

Capital Expenditures - Does not include depreciation or repairs and maintenance.

Equipment - Equipment costs where items are over $10,000 each Item Cartaya, Hugo: Instructions: List the item in this column: i.e., mileage, lodging, meals, airfare Description of Item : Instructions: This is a description of the item(s) listed to be excluded from MTDC

Rental Cost - General rental costs for the program's operation location (does not include meeting room fees)

Tuition Remission

Scholarships and Fellowships - This includes scholarships, fellowships, stipends only if we are paying for education for non-employees

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. (Example: incentives, child care, payment/stipend, etc.)

Participant Support costs are excluded from the indirect calculations if they are paid directly to the participant. If meals are provided as part of an event cost, they are not excluded. For example, if a site gives a $20 payment to a participant to cover their meal costs, it's excluded. If the site pays Panera for continental breakfast for everyone in attendance , it's not excluded. If the cost is to pay for things like diapers, that is also a cost reimbursement, not compensation or an incentive to participate in the program and is not excluded from MTDC.

If it is a stipend and it isn't compensation or payment as incentive to participate in the program, it should not be excluded from MTDC. It is more about the kind of expense and if it's an incentive to participate.

Capital Expenditures - Does not include depreciation or repairs and maintenance.

Equipment - Equipment costs where items are over $10,000 each Hurt,Genette: Hurt,Genette:

Please remove this row upon finalizing the document.

Cartaya, Hugo: Instructions: List the item in this column: i.e., mileage, lodging, meals, airfare Cartaya, Hugo: Enter Budgte Period Date : Instructions: This section should describe the necessity and reasonableness of all estimated travel costs. Indicate the project personnel who will be traveling and describe their anticipated contributions to the work plan. Detail how cost estimates were determined. (Do not include the mileage rates, per diem rates, etc.).

Remove un-needed rows.

Cartaya, Hugo: Instructions: Enter the Position Title Public Health & Environment: Instructions: Enter Brief description of work this position is responsible for.

Hide un-needed rows.

Cartaya, Hugo: Instructions: Enter Brief description of fringe benefits for this position.

Deborah J. Polk: Enter the employee's annual (12 month) gross salary.

Deborah J. Polk: Enter the total amount of fringe for the employee based on their annual salary.

Cartaya, Hugo: Enter the number of months this position will work on the project.

Deborah J. Polk: Auto Calculates Cartaya, Hugo: Enter amount requested for each line. Total Amount Requested from CDEC

[not to exceed 15% unless Negotiated Federal Indirect Cost rate or Negotiated State Indirect Cost rate is attached] Item Description of Item Applicants requesting indirect must provide OEC with a copy of their Negotiated Federal Indirect Cost rate plan or their Negotiated State Indirect Cost rate or apply 10% to the Modified Total Direct Costs (MTDC).

OEC will honor federal negotiated rate agreements.

Refer to Cost Principles Exhibit and the OMB Super Circular for possible disallowed expenses. Indirect Rate Total Amount Requested from CDEC

Cartaya, Hugo: 15% de minimis rate based on Modified Total Direct Costs (If your agency has a federally or state negotiated rate, the "de minimis" rate cannot be used. The Contractor can request a lower rate than their Federally Negotiated or State Negotiated Rate, however, it must be requested in advance.)

Cartaya, Hugo: Instructions: List the item in this column: i.e., mileage, lodging, meals, airfare

Item Description should include the rationale for the costs budgeted and a description of how cost estimates are calculated.

Indicate the project personnel who will be traveling and describe their anticipated contributions.

Examples include: mileage, lodging, meals, airfare, tolls, etc..

Cartaya, Hugo: Instructions: Enter name of Contractor/Consultant.

: Instructions: If contractor is over $50,000, only the first $50,000 can be included in the Modified Total Direct Costs Calculation.

Hide un-needed rows.

Cartaya, Hugo: Enter the Total Amount Requested from CDEC

Cartaya, Hugo: This cell is auto calculated

Hurt,Genette: Hurt,Genette:

&"-,Bold"&13Exhibit B

Page &P of &N ExB Budget Partial Yr FY27_1-26A image1.png