FY18 Student Leader SUSI Budget Templates.pdf

If you are using this document to create your budget, please read the important information below to ensure you can fully navigate the sample budget. If you have questions once you review this guidance, you may also contact the program officer responsible for this competition.

Sample Budget Instructions

We encourage you to use this sample budget template. If you choose not to use this format, please ensure that your format is easy to use and provides information in the same general categories. Regardless of the format, please also include a budget narrative with your proposal

IMPORTANT INFORMATION ABOUT THIS DOCUMENT

1) There are five worksheets in this sample budget document: (1) Sample Budget Instructions (this worksheet); (2) Total Cost by Grant Category; (3) Summary Budget; (4) Admin Detailed Budet and (5) Program Detailed Budget. You can navigate between these worksheets by clicking on the tabs near the bottom of the document. We do not provide a template for the requested budget narrative.

2) In order to share information about the budget recommendations and requirements, we have created comments. Comments appear as boxes with a yellow background on your screen. There is an arrow from the comment to the cell that it is associated with. Each cell with a comment also has a small red triangle on the upper right hand corner of the cell. Currently all comments should be shown. Once you have reviewed all of the comments, you may wish to hide them. To hide all comments, select the “Review” menu at the top of the screen. There you should see a button that says “Show All Comments” which you can unselect to hide all the comments and select again to make all the comments reappear. If you do not have this button or menu option, use the software's help feature to find out where this feature is on your version of the software.

You are also able to view individual comments by hovering your mouse over the cell that has the comment you wish to review. Please be sure to review all of the comments as they contain important information about the budget.

3) You may add and delete lines anywhere in the Detailed Budgets depending on your needs.

Please ensure that you explain all of your budget details clearly and concisely in your budget narrative, particularly if you have made budgeting decisions that depart from the suggestions in the NOFO or POGI.

4) Some cells are set up to auto calculate based on values that you fill in. For example, once you fill in the amount of staff member #1’s salary covered by the grant (in the Requested Federal Funds column) and the amount covered by cost-share (in the Cost-Share by Applicant column), the Program Total column will automatically add those two values together. You can tell which cells will automatically fill in because they have a $ in them before you enter anything in the spreadsheet.

spreadsheet.

While we have done our best to ensure that this auto fill feature is useful and accurate, it is your responsibility to check the math to ensure that the calculations are accurate and account for all line items in your budget.

5) The Summary Budget also has auto fill features both for the Year One budget (which is drawn from your entries on the Detailed Budget worksheet) and for the per participant costs. For the per participant costs to calculate, you will need to fill in the number of participants in the rose colored boxes. The number of participants remains the same each year and is specified in the NOFO and POGI. As with the detailed budget, it is your responsibility to check the math and ensure these automatic calculations are correct.

6) You are required to give estimated budget numbers for the non-competitive continuation years in the Summary Budget. Please do not provide the detailed budget for these estimates at this time. If ECA decides to exercise a non-competitive continuation, a detailed budget will be requested at that time.

7) Tab 2 Total Cost by Grant Category will autofill based upon the information from Tab 4 Admin Detailed Budget and Tab 5 Program Detailed Budget.

1 Personnel 0.00 2 Fringe Benefits 0.00 3 Travel 0.00

4 Equipment N/A

5 Supplies 0.00 6 Contractual 0.00 7 Construction N/A 8 Other Direct Costs 0.00 9 Total Direct Costs 0.00 10 Total Indirect Costs 0.00 11 Total Project Cost 0.00

Cost Share 0.00

PROGRAM COSTS 0.00

ADMIN COSTS 0.00

* line item amounts auto-fill from "Admin and Program Detailed Budget Template" tabs

Total Cost by Grant Category

Organization Name

Project Title

Budget Duration

Federal Funds

Study of the U.S. Insitute

Period Description

Funds

Requested from

ECA

Cost Share

Funds Total Costs

Year One

Participants

Administrative Costs 0

Program Costs 0

Total Costs 0 0 0

Administrative Costs Per Participant 0

Program Costs Per Participant 0 0

Total Costs Per Participant 0 0 0

Year Two Estimates

Participants

Administrative Costs 0

Program Costs 0

Total Costs 0 0 0

Administrative Costs Per Participant 0

Program Costs Per Participant 0 0

Total Costs Per Participant 0 0 0

Year Three Estimates

Participants

Administrative Costs 0

Program Costs 0

Total Costs 0 0 0

Administrative Costs Per Participant 0

Program Costs Per Participant 0 0

Total Costs Per Participant 0 0 0

Total Three Year Estimated Costs

Participants

Administrative Costs 0

Program Costs 0

Total Costs 0 0 0

Insert Title

Insert Applicant Name

Summary Budget

Administrative Costs Per Participant 0

Program Costs Per Participant 0

Total Costs Per Participant 0 0 0

Unit Numb er Amount Rate

1 Personnel Month/Annu al # units salary rate effort

Staff 1 Name/Title $ - $ -

Staff 2 Name/Title. $ - $ -

Staff 3 Name/Title $ - $ -

2 Fringe Benefits fringe base rate

Staff 1 Name/Title $ - $ -

2.2 Staff 2 Name/Title $ - $ -

Staff 3 Name/Title $ - $ -

5 Supplies (< $5,000 per unit) # units

(description) -$ $ -

8 Other Direct Costs (ODC) unit (each, total, etc.)

# units

(description) -$ $ -

(description) -$ $ -

9 Total Direct Costs $ - $ - $ -unit cost unit cost

Subtotal Other Direct Costs

LINE ITEM BUDGET ADMINISTRATIVE COSTS

Organization's Name

FY18 Program

Total

ADMINISTRATIVE COSTS

Budget Duration (i.e. October 1, 2017 - September 30, 2018)

Project Title

FY18

Requested

Federal Funds

Unit Cost FY18

Program

Total

FY18 Cost-

Share by

Applicant

8.1

2.1

8.2

5.1

1.1

1.2

2.4

1.3

Subtotal Personnel

Subtotal Supplies

Subtotal Fringe Benefits

Total Indirect Costs (Indicate:

NICRA Provisional, Final, Pre determined or 10% deminimus Rate based on

MTDC)

11 Total Administrative Cost (must match award amount) $ - $ - $ -

Unit

Type units

3 Travel unit

(trips, days)

# units cost

3.1 DC Briefing Travel

Lodging (specify location) -$ $ -

Meals and Incidentals (specify location)

Transportation (specify type and location)

3.2 Guest Speakers Travel

Guest Speaker 1 (name)

Lodging (specify location) -$ $ -

Meals and Incidentals (specify location)

Transportation (specify type and location)

Guest Speaker 2 (name)

Lodging (specify location) -$ $ -

Meals and Incidentals (specify location)

Transportation (specify type and location)

3.3 Participant Study Tour (list

each city separately)

Study Tour Location 1

Lodging (specify location 1) -$ $ -

FY18

Program

Total

Participant

Support

Costs? (Y/N)

FY18

Requested

Federal Funds

LINE ITEM BUDGET PROGRAM COSTS

Budget Duration (i.e. October 1, 2018 - September 30, 2019)

3.1.2

3.1.3

3.2.3a

3.2.1a

3.2.2a

Organization's Name

Project Title

3.1.1

PROGRAM COSTS

FY18

Program

Total

FY18 Cost-

Share by

Applicant

Unit Cost

Unit Cost

3.2.3b

3.3.1a

3.2.1b

Subtotal DC Briefing Travel

Subtotal Guest Speaker 1

Subtotal Guest Speaker 2

Subtotal All Guest Speakers

3.2.2b

Meals and Incidentals (specify location 1)

Transportation (specify type and location 1)

Study Tour Location 2

3.3.1b Lodging (specify location 2) $ - $ -

3.3.2b Meals and Incidentals (specify location 2)

3.3.3.b Transportation (specify type and location 2)

3.4 University Staff Escort Travel

Staff Escort Location 1

Lodging (specify location 1) -$ $ -

Meals and Incidentals (specify location 1)

Transportation (specify type and location 1)

Staff Escort Location 2

Lodging (specify location 2) -$ $ -

Meals and Incidentals (specify location 2)

Transportation (specify type and location 2)

Equipment (> $5,000 per unit

5 Supplies (< $5,000 per unit) # units

(description) -$ $ -

5.1

Not Allowable unit cost

3.3.3a

3.4.2a

3.4.1a

3.3.2a

Subtotal Study Tour Location 1

Subtotal Study Tour Location 2

Subtotal Study Tour- all locations

Subtotal Staff Escort Location 1

Subtotal Staff Escort Location 2

Subtotal Staff Escorts- all locations

Subtotal Supplies

Subtotal Travel

3.4.3a

3.4.1b

3.4.2b

3.4.3b

Contractual (Subawards, Consultant fees) unit

(sub, consult ant)

# units

Contractual Sub-Awardee

(name or description)

Contractual Sub-Awardee

(name or description)

7 Construction

8 Other Direct Costs (ODC) unit # units

General Program Costs

8.1 Honoraria (for speakers) List

separately

8.1.1 Speaker 1 -$ $ -

8.1.2 Speaker 2 -$ $ -

8.2 Educational Materials (e.g.

film, video)

8.2.1 Material 1 -$ $ -

8.2.2 Material 2 -$ $ -

8.3 Web Hosting -$ $ -

8.4 Farewell/Welcome Event 1 -$ $ -

8.5 Farewell/Welcome Event 2 -$ $ -

8.6 Follow-on Activities -$ $ -

8.7 Women's Leadership

Conference

8.8

Ground Transportation

(specify type- bus rental, van, etc) List separately

8.8.1 Ground Transportation 1 -$ $ -

8.8.2 Ground Transportation 2 -$ $ -

Per Participant Program Costs

6.1

Subtotal Honoraria

Subtotal Educational Materials

Subtotal Ground Transportation unit cost

Not Allowable unit cost

6.2

Subtotal Contractual

8.9 Academic Residency Costs

8.9.1 Academic Residency - lodging -$ $ -

8.9.2 Academic Residency - meals -$ $ -

8.9.3 Academic Residency- Personal

Needs Allowance

8.10 Required Institute Textbooks

& Materials

8.10.1 Material 1 -$ $ -

8.10.2 Material 2 -$ $ -

8.11 Communications

8.11.1 Cell phones -$ $ -

8.11.2 Cell phone service -$ $ -

8.12 Books Allowance -$ $ -

8.13 Cultural Allowance -$ $ -

8.14 Participant Admissions

8.14.1 Admission 1 -$ $ -

8.14.2 Admission 2 -$ $ -

8.15

Farewell Materials

(certificates, etc) List separately

8.15.1 Farewell Material 1 -$ $ -

8.15.2 Farewell Material 2 -$ $ -

8.16 Mailing -$ $ -

8.17 Tax Withholding -$ $ -

Reasonable Accomodation

Contingency

Medical Contingency -$ $ -

8.18

Subtotal Academic Residency

Subtotal Required Institute Textbooks & Materials

Subtotal Communications

Subtotal Participant Admissions

Subtotal Farewell Materials

Subtotal Other Direct Costs

8.19

9 Total Direct Costs $ - $ - $ - $ -

Total Indirect Costs (Indicate:

NICRA Provisional, Final, Pre determined or 10% deminimus Rate based on

MTDC)

11 Total Program Cost (must match award amount) $ - $ - $ - $ -