Non-Construction_Budget_Narrative_OPTIONAL_Template.xlsx
XLSX spreadsheet 58 KB Posted
- Attached to
- 2024 Build to Scale
- Opportunity number
- EDA-B2S-2024
About this file
This document is a non-construction budget narrative template provided by the Economic Development Administration (EDA) as an optional tool for applicants to the 2024 Build to Scale federal grant opportunity. The template includes sections for a staffing plan, budget narrative, subawards (if applicable), and timeline. It provides instructions and examples for completing the required budget information, including personnel, fringe, travel, equipment, supplies, contractual, and indirect costs. The template is designed to help applicants meet the budget requirements of the Notice of Funding Opportunity (NOFO) and provide the necessary justification for proposed project costs.
The related federal grant opportunity, 2024 Build to Scale, is a grant program offered by the Department of Commerce Economic Development Administration (EDA) that aims to build public and private capacity for technology-driven entrepreneurs and companies, accelerate growth in innovation-focused regional economies, and increase access to capital for technology-enabled startups. The program is open to a variety of eligible applicant types, including state and local governments, tribal organizations, nonprofits, and higher education institutions. Awards may only fund operational and programmatic costs related to developing and supporting regional innovation initiatives, and cannot be passed directly to beneficiary companies or individuals.
Optional Budget Narrative Template
View the file
Other files
| File | Type | Posted |
|---|---|---|
| FY24 B2S Guidance on Commitments.pdf | ||
| B2S_Commitment_Index_Template.xlsx | XLSX spreadsheet | |
| B2S_Optional_Project_Service_Area_Template.xlsx | XLSX spreadsheet | |
| CD511-V1.1.pdf | ||
| SFLLL_1_2_P-V1.2 (2).pdf | ||
| FY24 B2S NOFO FINAL.pdf | ||
| FY24 B2S NOFO FINAL_Updated 09_26_2024.pdf |
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EDA Disclaimer & Instructions
EDA DISCLAIMER: This template is provided at the request of Applicants as an optional tool to clarify the required information for your application in accordance with the required, standard OMB approved forms (SF-424, SF-424A and Budget Narrative). It in no way prevents you from supplying this information in an alternate format.
Project Costs must be substantiated to the point that the award official can determine whether proposed costs appear reasonable, allocable, and necessary to meet the project's Scope of Work, as well as whether those costs meet any other specific requirements that may apply. This optional workbook can help your organization meet those requirements. Items highlighted in yellow are there as examples only.
Instructions: This is an optional template. Please fill out the Staffing Plan, Budget Narrative, Subawards (if applicable), and Timeline. The Budget Overview tab will autopopulate based on the inputs from the other tabs.
*Please note, any values in the template are examples to show how to use the template and should not be considered guidance or advice on the expected budget values from EDA.
Staffing Plan
| AUTHORIZED STAFFING PLAN | ||||||||||||||||
| Staffing Plan - Budget | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Checkpoint | ||||||||||
| Name / Role | Annual Salary/Rate | % of Annual Hours for project | Annual $ from Award | Number of Years | Total Cost by Employee | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Does breakdown match your total? |
| Example: Executive Director | $150,000 | 40% | $60,000 | 5.00 | $300,000.00 | $ 69,000.00 | $ 1,000.00 | $ 20,000.00 | $ 20,000.00 | $ 10,000.00 | $ 25,000.00 | $ 20,000.00 | $ 75,000.00 | $ 40,000.00 | $ 20,000.00 | $ 300,000.00 |
| $ - 0 | ||||||||||||||||
| $ - 0 | ||||||||||||||||
| $ - 0 | ||||||||||||||||
| $ - 0 | ||||||||||||||||
| $ - 0 | ||||||||||||||||
| Total Personnel Costs | $300,000.00 | $ 69,000.00 | $ 1,000.00 | $ 20,000.00 | $ 20,000.00 | $ 10,000.00 | $ 25,000.00 | $ 20,000.00 | $ 75,000.00 | $ 40,000.00 | $ 20,000.00 | $ 300,000.00 | ||||
| Total Fringe Costs (rate and totals) | 23.57% | $70,710.00 | $ 16,263.30 | $ 235.70 | $ 4,714.00 | $ 4,714.00 | $ 2,357.00 | $ 5,892.50 | $ 4,714.00 | $ 17,677.50 | $ 9,428.00 | $ 4,714.00 | $ 70,710.00 |
| Staffing Plan - Narrative | Please put your Fringe Cost Justfication Below | ||
| Name | Title | Project Responsibilities | Example Justification: Fringe Benefits for this project include FICA Match (Social Security and Medicare), Employers Retirement Contribution, Unemployment Compensation, Workers Compensation, Vacation and Sick Leave (VSL), and Employers Insurance Contribution. |
Fringe benefits were calculated using a rate of 23.57% of all the salaries above.
Example: Jane Doe Executive Director Ms. Doe has 10 years experience in supporting economic development initiatives in the region. She has previously managed 5 federal projects in the area before moving to this organization 5 years ago. In her current role, she will provide executive oversight over the program on a weekly basis, oversee all monitoring, compliance, and external relations.
Total Personnel Costs should be calculated to account for all personnel costs charged to the grant and should include both federal resources and matching share, if any.
Further, fringe costs should be calculated and documented based on personnel projections . Supporting documents and policies should be provided upon request. More information on fringe benefits can be found in 2 CFR 200.431
Instructions: Staffing plan should include a detailed breakdown of time allotted to the project, in addition to their specific role/responsibilities on this project. Staffing for subawardees or contractors should NOT be included here and should be included in the contractual line item on the following tabs.
*Please note, any values in the template are examples to show how to use the template and should not be considered guidance or advice on the expected budget values from EDA.
Budget Narrative
| Period of Performance (months): | 60 | Totals: | Checkpoint: All Project Totals line up? | ||
| Total Federal: | $ 437,832.60 | ||||
| Total Match: | $ 233,278.40 | Yes | |||
| Personnel - Cost as shown on the Staffing Plan. This will autofill from what is entered on the Staffing Plan tab. | |||||
| Total Personnel Costs | $300,000 |
| Fringe - Associated fringe costs for the personnel listed in the staffing plan. This will autofill from what is entered on the Staffing Plan tab. | Additional Details | |
| Total Fringe Costs | $70,710 | Please include a yearly breakdown for federal and non-federal (matching) share for each line item |
| Travel - Requirements for travel costs can be found in 2 CFR 200.475. | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | |||||||||
| Event | Travelers | Description of the Travel | Purpose of the Travel | Cost | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share |
| Example: 25 site visits to regional employers | 3 travelers per trip | Estimated lodging is $200 per person per one-night hotel room, rental car is $150 per person per trip, food is $80 per person per trip. [ (200 + 150 + 80) x 3 ] x 25 = $32,250.00. The reimbursement rate aligns with federal and state guidelines. | Staff is expected to travel around the County/State to visit sites, attend meetings and training/conferences, meet with County partners, visit community members, students and businesses, etc. | $ 50,410.00 | $ 9,090.00 | $ 5,000.00 | $ 3,080.00 | $ 6,000.00 | $ 9,080.00 | $ - 0 | $ 3,080.00 | $ 6,000.00 | $ 9,080.00 | $ - 0 |
| $ - 0 | ||||||||||||||
| $ - 0 | ||||||||||||||
| $ - 0 | ||||||||||||||
| Total Travel Costs | $ 50,410.00 | $ 9,090.00 | $ 5,000.00 | $ 3,080.00 | $ 6,000.00 | $ 9,080.00 | $ - 0 | $ 3,080.00 | $ 6,000.00 | $ 9,080.00 | $ - 0 |
| Equipment - Typically exceeds $5000 per unit cost and has a useful life greater than 1 year. See the definition of equipment at 2 CFR 200.1. | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | ||||||||||||
| Equipment | Cost per Unit & Quantity | Description of the Equipment | Purpose of the Equipment | Expected Useful Life | Cost | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | ||
| Example: CNC Machine | $30,000 per unit; 1 unit | 1 CNC (Computer numerical control) Machine. The lab is already equipped to support this machine (no alterations to the space are necessary). | The CNC Machine will be used by project participants to support R&D work under this grant. This machine will be made available to all program participants in the Fabrication lab. | 8 years | $ 50,000.00 | $ 1,816.06 | $ 8,183.94 | $ 1,816.06 | $ 8,183.94 | $ 1,816.06 | $ 8,183.94 | $ 1,816.06 | $ 8,183.94 | $ 1,816.06 | $ 8,183.94 | ||
| $ - 0 | |||||||||||||||||
| $ - 0 | |||||||||||||||||
| $ - 0 | |||||||||||||||||
| Total Equipment Costs | $ 50,000.00 | $ 1,816.06 | $ 8,183.94 | $ 1,816.06 | $ 8,183.94 | $ 1,816.06 | $ 8,183.94 | $ 1,816.06 | $ 8,183.94 | $ 1,816.06 | $ 8,183.94 | ||||||
| Supplies - Supplies must be itemized and must correlate to the purpose of the award. Miscellaneous is not sufficient. See the definition of supplies at 2 CFR 200.1. | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | ||||||||||||
| Supplies | Cost per Unit & Quantity | Description of the Supplies | Purpose of the Supplies | Cost | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | |||
| Example: Laptops | $750 per unit; 3 units | 3 standard desk laptops | Laptops for our RIO and 2 other supporting staff members to use for daily office use. | $ 2,250.00 | $ 1,125.00 | $ 1,125.00 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | |||
| $ - 0 | |||||||||||||||||
| $ - 0 | |||||||||||||||||
| $ - 0 | |||||||||||||||||
| Total Supply Costs | $ 2,250.00 | $ 1,125.00 | $ 1,125.00 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | ||||||
| Contractual - Contractors are subject to procurement standards in 2 CFR 200.317 - 200.327. All Subawards to eligible recipients should be noted under this line item as well. Please denote in the second column if this line item applies to a "subaward" or "contract." For guidance on the difference between a subaward and a contract, see 2 CFR 200.331. (Please note, this section will not autopopulate from the subawardees tab, but please also fill out the subawardees time for subawards - not for contractual). | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | ||||||||||||
| Organization Name | |||||||||||||||||
| (if applicable) | Subaward or Contract? | Details of services being provided | How these services contribute to the project milestones/scope of work | Cost | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | |||
| Example: Marketing Contractor TBD | Contract | A marketing contract will be procured to perform social media campaigns to support recruitment, partnerships, networking, etc. over the first 3 years of period of performance. This company would need to support internal training on marketing expertise and support Public Affairs in recruiting. | Our organization does not have the expertise or technology to perform a social media campaign at this level of sophistication. This contract will enable our project to target our outreach to very specific populations in our region. Specifically, we will use this contract to aid in the recruitment of entrepreneurs to our program. | $ 155,404.00 | $ 31,080.80 | $ 31,080.80 | $ - 0 | $ 31,080.80 | $ - 0 | $ 31,080.80 | $ - 0 | $ 31,080.80 | $ - 0 | ||||
| Subaward | $ - 0 | ||||||||||||||||
| Subaward | $ - 0 | ||||||||||||||||
| Subaward | $ - 0 | ||||||||||||||||
| Total Contractual Costs | $ 155,404.00 | $ 31,080.80 | $ - 0 | $ 31,080.80 | $ - 0 | $ 31,080.80 | $ - 0 | $ 31,080.80 | $ - 0 | $ 31,080.80 | $ - 0 |
| Construction - Not an allowable expense under this NOFO. Please see other EDA funding opportunities for construction-related expenses. | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | |||||||||
| Construction | Quantity | Description of Construction | Purpose of Construction | Cost | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share |
| N/A | N/A | N/A | N/A | $ - 0 | ||||||||||
| Total Construction Costs | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 |
| Other - any other costs that do not fit in previous categories. Talk to your Project Officer if you have questions. | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | ||||||||||
| Other | Quantity | Description of the Other | Purpose of the Other | Cost | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | |
| $ - 0 | |||||||||||||||
| $ - 0 | |||||||||||||||
| $ - 0 | |||||||||||||||
| $ - 0 | |||||||||||||||
| Total Other Costs | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | ||||
| Indirect Costs Must be equal to or less than your NICRA. If you do not have a NICRA, you may be able to use the 10% de minimis rate based on Modified Total Direct Costs per 2 CFR 200.414(f). You also may apply for a NICRA (see NOFO for instructions on how to apply for NICRA and other information about indirect costs). | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | ||||||||||
| Enter allowable base costs as provided in your NICRA. If you are using the de minimis rate, your cost base is the modified total direct cost base. See the definition of modified total direct cost at 2 CFR 200.1. | Cost Base | $ 423,370.00 | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | |||
| Put the NICRA rate here (or another rate, only if allowable per NOFO guidance). If opting to use de minimis rate, should put 10% here. | Indirect Rate | 10.00% | |||||||||||||
| If using de minimis rate, please include a statement as indicated in the NOFO that the lead applicant "does not have a current negotiated (including provisional) rate and is electing to charge the de minimis rate." | Total Allowable Indirect Cost | $42,337.00 | $ 4,075.00 | $ 8,075.00 | $ 12,075.00 | $ 9,075.00 | $ 9,037.00 |
| Program Design |
| System Design |
| Program Implementation |
| Program Design, System Design, Program Implementation |
| Program Design, Program Implementation |
| System Design, Program Implementation |
| Cash |
| In-kind |
| Contract |
| Subaward |
Insert values for all cost categories. It is recommended that each itemized cost has a thorough description and describe the purpose in relation to the scope of work. This sheet will autopopulate the overall totals on the Budget Overview tab.
*Please note, any values in the template are examples to show how to use the template and should not be considered guidance or advice on the expected budget values from EDA.
Subawards
| Subrecipient #1 Name | Subrecipient #2 Name | Subrecipient #3 Name | Subrecipient #4 Name | ||||||||||||
| Subrecipient UEI | Subrecipient UEI | Subrecipient UEI | Subrecipient UEI | ||||||||||||
| Organization entity type | Total | Federal | Match | Organization entity type | Total | Federal | Match | Organization entity type | Total | Federal | Match | Organization entity type | Total | Federal | Match |
| Personnel | $ - 0 | Personnel | $ - 0 | Personnel | $ - 0 | Personnel | $ - 0 | ||||||||
| Fringe Benefits | $ - 0 | Fringe Benefits | $ - 0 | Fringe Benefits | $ - 0 | Fringe Benefits | $ - 0 | ||||||||
| Travel | $ - 0 | Travel | $ - 0 | Travel | $ - 0 | Travel | $ - 0 | ||||||||
| Equipment | $ - 0 | Equipment | $ - 0 | Equipment | $ - 0 | Equipment | $ - 0 | ||||||||
| Supplies | $ - 0 | Supplies | $ - 0 | Supplies | $ - 0 | Supplies | $ - 0 | ||||||||
| Contractual | $ - 0 | Contractual | $ - 0 | Contractual | $ - 0 | Contractual | $ - 0 | ||||||||
| Construction (N/A) | $ - 0 | $ - 0 | $ - 0 | Construction (N/A) | $ - 0 | $ - 0 | $ - 0 | Construction (N/A) | $ - 0 | $ - 0 | $ - 0 | Construction (N/A) | $ - 0 | $ - 0 | $ - 0 |
| Other | $ - 0 | Other | $ - 0 | Other | $ - 0 | Other | $ - 0 | ||||||||
| Total Direct Charges | $ - 0 | $ - 0 | $ - 0 | Total Direct Charges | $ - 0 | $ - 0 | $ - 0 | Total Direct Charges | $ - 0 | $ - 0 | $ - 0 | Total Direct Charges | $ - 0 | $ - 0 | $ - 0 |
| Indirect Charges | $ - 0 | $ - 0 | $ - 0 | Indirect Charges | $ - 0 | $ - 0 | $ - 0 | Indirect Charges | $ - 0 | $ - 0 | $ - 0 | Indirect Charges | $ - 0 | $ - 0 | $ - 0 |
| Total Subaward | $ - 0 | $ - 0 | $ - 0 | Total Subaward | $ - 0 | $ - 0 | $ - 0 | Total Subaward | $ - 0 | $ - 0 | $ - 0 | Total Subaward | $ - 0 | $ - 0 | $ - 0 |
| Subrecipient #1 Staffing Plan | Subrecipient #2 Staffing Plan | Subrecipient #3 Staffing Plan | Subrecipient #4 Staffing Plan | ||||||||||||
| Name/Title of Employee | Responsbilities | Cost | Name/Title | Responsbilities | Cost | Name/Title | Responsbilities | Cost | Name/Title | Responsbilities | Cost |
Instructions: If your application includes subawards to eligible entities, please fill out a detailed budget for each of those subawards. This tab will NOT autopopulate other tabs. Please ensure totals and breakdown for subawards are listed under the Budget Narrative Tab under "contractual" and denote it is a subaward vs. a contractor. All subawards should meet eligibility criteria for this NOFO. For definitions, see 2 CFR 200.1.
*Please note, any values in the template are examples to show how to use the template and should not be considered guidance or advice on the expected budget values from EDA.
Budget Overview
| Authorized Budget |
| Column D should match the SF-424A form (total budget). Line Item Budget will autopopulate from Budget Narrative tab. |
| Total Project Budget | Additional Details | |
| Federal Share (EDA grant funded) | $437,832.60 | This table will autopopulate from the Budget Narrative Tab. Please fill out all other tabs. |
| Non-Federal (Matching) Share | $233,278.40 | |
| Total Project Budget | $671,111.00 | |
| Federal Grant Rate |
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| For the Regional Technology Hubs Phase 2 - Maximum grant rate allowed is 90% (with few exceptions, see NOFO page 22) | 65% | ||||||||||||
| Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | |||||||||
| Line Item Budget | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | Federal Share | Non-Federal Share | |||
| Personnel | $300,000.00 | $ 69,000.00 | $ 1,000.00 | $ 20,000.00 | $ 20,000.00 | $ 10,000.00 | $ 25,000.00 | $ 20,000.00 | $ 75,000.00 | $ 40,000.00 | $ 20,000.00 | ||
| Fringe Benefits | $70,710.00 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ 4,714.00 | $ 17,677.50 | $ 9,428.00 | $ 4,714.00 | ||
| Travel | $50,410.00 | $ 9,090.00 | $ 5,000.00 | $ 3,080.00 | $ 6,000.00 | $ 9,080.00 | $ - 0 | $ 3,080.00 | $ 6,000.00 | $ 9,080.00 | $ - 0 | ||
| Equipment | $50,000.00 | $ 1,816.06 | $ 8,183.94 | $ 1,816.06 | $ 8,183.94 | $ 1,816.06 | $ 8,183.94 | $ 1,816.06 | $ 8,183.94 | $ 1,816.06 | $ 8,183.94 | ||
| Supplies | $2,250.00 | $ 1,125.00 | $ 1,125.00 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | ||
| Contractual | $155,404.00 | $ 31,080.80 | $ - 0 | $ 31,080.80 | $ - 0 | $ 31,080.80 | $ - 0 | $ 31,080.80 | $ - 0 | $ 31,080.80 | $ - 0 | ||
| Construction | $0.00 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | ||
| Other | $0.00 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | ||
| Total Direct Charges | $628,774.00 | $ 112,111.86 | $ 15,308.94 | $ 55,976.86 | $ 34,183.94 | $ 51,976.86 | $ 33,183.94 | $ 60,690.86 | $ 106,861.44 | $ 91,404.86 | $ 32,897.94 | ||
| Indirect Charges | $42,337.00 | $ 4,075.00 | $ - 0 | $ 8,075.00 | $ - 0 | $ 12,075.00 | $ - 0 | $ 9,075.00 | $ - 0 | $ 9,037.00 | $ - 0 | ||
| Total Project Budget | $671,111.00 | $116,186.86 | $15,308.94 | $64,051.86 | $34,183.94 | $64,051.86 | $33,183.94 | $69,765.86 | $106,861.44 | $100,441.86 | $32,897.94 |
Cells on this page are linked to the individual categories which are required for the SF-424, SF-424A and Budget Narrative.
*Please note, any values in the template are examples to show how to use the template and should not be considered guidance or advice on the expected budget values from EDA.
Match Detail
| Match Source | Total Amount for | In-kind or Cash | If in-kind, indicate how this value was calculated. | Additional notes (if needed) | ||
| Ex: | ABC University | $135,000 | in-kind | University is providing office space for the program to be headquartered in for 3 years. 1,500 sq ft at $30 per sq ft over 3 years. | ||
| 1500 x 30 x 3 = $135,000 | $30 per sq ft is the rate the University uses to rent out similar office space locations to other organizations. |
Cells on this page are NOT linked to the rest of the workbook. This sheet is designed to supplement the other budget tabs with more detail.
File details come from the government source that posted it. Updated .