Exhibit_C_-_Itemized_Service_Budget.xlsx
XLSX spreadsheet 148 KB Posted
- Attached to
- Master Agreement AZ|CTR064872
- Contract number
- CTR064872
- Issued by
- Arizona
About this file
This document is an Itemized Service Budget (ISB) instruction template, specifically designed for a contract with the Arizona Department of Economic Security (DAAS/ADES). The document provides detailed guidance for contractors to complete a comprehensive budget breakdown for service delivery, outlining specific categories and requirements for cost allocation and reporting.
The ISB template allows contractors to document service costs across nine primary budget categories: Personnel, Employee Related Expenses, Professional Services, Travel, Space, Equipment, Materials and Supplies, Operating Services, and Indirect Costs. The document emphasizes precise cost tracking, requiring contractors to differentiate between administrative and direct service functions, allocate full-time equivalent (FTE) percentages, and identify all revenue sources. Contractors can use either a federally negotiated indirect cost rate or a 10% de minimis rate, with specific documentation requirements. The budget form enables granular expense tracking, including specific allowable costs within each category, and provides a structured method for contractors to detail their anticipated expenses and funding sources for service delivery.
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Text version
ISB Instructions An Itemized Service Budget (ISB) for the first contract period anticipated to be_____________, as follows:
* Utilize the ISB form to identify Total Service Costs and ADES Costs allocated to the Service Delivery Area. Total Service Cost column is to be utilized to account for all expenses involved in carrying out the service. DAAS Cost column is to be utilized to account for only the expenses that an Offeror will be charging to DAAS to carry out the service.
* Ensure that costs are necessary and reasonable for the delivery of the service(s);
* Place a zero (0) in the column(s) for any budget category where no costs are anticipated;
* Breakout the costs under each budget category;
* Identify all revenue sources (Offeror is to list out all the revenue sources include DAAS and the amounts they are receiving from each source to provide this service); and
* Utilize the information in the following table to determine appropriate costs for each budget category.
| BUDGET CATEGORY | ALLOWABLE TYPES OF COSTS |
| 1. Personnel | Applicant’s employees’ salaries that relate directly to the delivery of projects. |
| · FTE Level: Is the percentage of an employee's time that will be allocated to the contracted service. For example if you have an eligibility specialist that works with different programs, you may estimate as an example that the employee spends 30% of their time providing the contracted service, therefore the FTE level would be .3 on the budget. | |
| · *A = % Administrative Functions: the percentage of expenses that are budgeted towards indirectly supporting the delivery of a service. | |
| · D = % Direct Service Functions Expenses that are budgeted towards the actual delivery of a service. | |
| 2. Employee Related | Applicant’s fringe benefits to employees, including but not limited to: Social Security (FICA); unemployment insurance; worker’s compensation; health and life insurance; and retirement (Apply only to that portion of employees’ salaries directly related to the agreement.) |
| Expenses | |
| (ERE) | |
| 3. Professional | Subcontractor services for direct service provision and/or support services (e.g., interpreter services) that relate directly to the proposed project plans, but are not provided by agency staff. Services may be provided by individuals or organizations. |
| & Outside Services | |
| 4. Travel | Mileage reimbursement not to exceed the federal rate as may be amended. Public transportation for clients. |
| 5. Space | Facilities costs such as: rent; depreciation or use allowance; building services and utilities such as: fuel; electricity; water; trash removal; maintenance (subcontracted services only); sewer; insurance for buildings and contents. |
| 6. Equipment | Purchase and/or rental/lease of equipment costing $1,000 or more (each); depreciation; equipment maintenance and repair costs. |
| 7. Materials & Supplies | Consumable supplies such as: general office, kitchen, cleaning, hygiene, and program supplies; postage; reproduction and subcontracted printing services. |
| 8. Operating | Telephone; (ADES pre-approved) training for employees; library purchases; general liability insurance. |
| Services | |
| 9. Indirect Costs | Costs incurred for the benefit of multiple programs, functions, or other cost objectives and therefore cannot be identified readily and specifically with a particular program or other cost objective. Indirect costs typically support administrative overhead functions such as fringe benefits, accounting, payroll, purchasing, facilities management, utilities, etc. The subrecipient may use their federally negotiated indirect cost rate or the 10% de Minimus indirect cost rate. If the subrecipient elects to use a federally negotiated indirect cost rate, they must provide a copy of the rate agreement with the ISB. If the federally approved indirect cost rate changes or is allowed to expire within the contract period, the subrecipient must notify DES of the changes. If the subrecipient elects to use the 10% de Minimus rate for indirect costs, they must complete and submit the Attachment 9 Certification of De Minimus Indirect Cost Rate form. |
| 9.Vouchers | Client Benefits |
Attachment Thirteen (13) Itemized Service Budget Instructions
ISB
| Exhibit C |
| Itemized Service Budget (ISB) |
| Contract Period: |
CONTRACT SERVICE: CONTRACTOR NAME:
| 1. | PERSONNEL | |||||
| TOTAL | ||||||
| Number of | FTE | Total Salary for the | % Allocated Service | SERVICE | DCAD | |
| Positions | Level | Position Title | Contract Period | *A + D = Total | COST | COST |
TOTAL PERSONNEL TOTAL: $0.00 $0.00
*A = % Administrative Functions D = % Direct Service Functions
| 2. | EMPLOYEE RELATED EXPENSES | |||
| TOTAL | DCAD | |||
| ITEM | BASIS | COST | COST |
TOTAL EMPLOYEE RELATED EXPENSES TOTAL: $0.00 $0.00
| 3. | PROFESSIONAL AND OUTSIDE SERVICES | |||
| TOTAL | DCAD | |||
| ITEM | BASIS | COST | COST |
TOTAL PROFESSIONAL AND OUTSIDE SERVICES TOTAL: $0.00 $0.00
| 4. | TRAVEL | |||
| TOTAL | DCAD | |||
| ITEM | BASIS | COST | COST |
TOTAL TRAVEL TOTAL: $0.00 $0.00
| 5. | SPACE | |||
| TOTAL | DCAD | |||
| ITEM | BASIS | COST | COST |
TOTAL SPACE TOTAL: $0.00 $0.00
| 6. | EQUIPMENT | TOTAL | DCAD | ||
| COST | COST | ||||
| ITEM | BASIS | TOTAL: | $0.00 | $0.00 |
| TOTAL EQUIPMENT | TOTAL: | $0.00 | $0.00 | ||
| 7. | MATERIALS AND SUPPLIES | ||||
| TOTAL | DCAD | ||||
| ITEM | BASIS | COST | COST |
TOTAL MATERIALS AND SUPPLIES TOTAL: $0.00 $0.00
| 8. | OPERATING SERVICES | |||
| TOTAL | DCAD | |||
| ITEM | BASIS | COST | COST |
TOTAL OPERATING EXPENSES TOTAL: $0.00 $0.00
| 9 | INDIRECT COSTS | |||
| TOTAL | DCAD | |||
| ITEM | BASIS | COST | COST | |
| Indirect Costs | Federal Indirect Cost Rate of % |
TOTAL INDIRECT COSTS TOTAL: $0.00 $0.00
10 SUBTOTAL ADMIN COST TOTAL: $0.00 $0.00
| 11. | VOUCHERS (Client Benefits Only) | |||
| TOTAL | DCAD | |||
| ITEM | BASIS | COST | COST |
TOTAL VOUCHERS (Client Benefits Only) TOTAL: $0.00 $0.00
12. TOTAL SERVICE COST/DCAD TOTAL COST: $0.00 $0.00
Client Benefit DES Partner Draw Down (Budget Total) $ - 0 $ - 0
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