Attachment 3 Budget Forms by HC120914125914

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									                                  BUDGET INSTRUCTIONS


Budget Sheet: The budget form (provided in a separate Excel spreadsheet) must be included in the
 application. Successful respondents may be required to give further budget information at the time of
contract negotiations.

Budget Narrative: In addition to the Budget Sheet, respondents must submit a Budget Narrative.
Please use the Budget Narrative tabs. The Budget Narrative must provide a description of costs
associated with each line item on the detail budget sheet.

Using Formulas: Respondents should only fill in applicable cells. The formulas will automatically
calculate the totals.

Administrative Costs: Administrative costs cannot exceed 5% of the total Contract amount.
The costs of administration are those expenditures associated with performing the following
overall general administrative functions as listed below:


          Accounting, budgeting, financial and cash management functions;
          Procurement and purchasing functions;
          Property management functions;
          Personnel management functions;
          Payroll functions;
          Audit functions.


Profit: Profit is only available as a budget line item for commercial organizations.
Profit is limited to eight percent (8%) of the contracted budget excluding, (1) any funds budgeted for
payments to other providers for services not offered by proposer(s), (2) any payments for support
services, work experience, incentives or other participant payments and (3) individual training accounts
and or on the job training contracts.
                                                 PROPOSER'S BUDGET
Contractor's Name and Address:                                                            CONTACT PERSON:
                                                                                 NAME:
                                                                                 PHONE:



                                 CONTRACTED PERIOD FROM:
                                                                                            BUDGETED
                                                                                             AMOUNT

ADMINISTRATION COSTS
  A: PERSONNEL
     Staff Salaries                                                              $                              -
     Staff Fringe Benefits                                                       $                              -
Total Salaries/Fringe Benefits                                                   $                          -

  B: EQUIPMENT AND SUPPLIES                                                      $                              -
  C: OPERATING EXPENSES                                                          $                              -

TOTAL ADMINISTRATION COSTS                                                       $                          -


PROGRAM COSTS
  A: PERSONNEL
     Staff Salaries                                                              $                              -
     Staff Fringe Benefits                                                       $                              -
Total Personnel                                                                  $                          -

  B: EQUIPMENT AND SUPPLIES                                                      $                              -
  C: OPERATING EXPENSES                                                          $                              -

TOTAL PROGRAM COSTS                                                              $                          -


TOTAL SUBCONTRACTED EXPENSES                                                     $                          -


SUPPORT SERVICES                                                                 $                          -


                                                           TOTAL FUNDS BUDGETED $                           -

OTHER PROGRAM COSTS                                                              $                          -

                                                              TOTAL PROGRAM COSTS $                         -




                                                                                  2
DETAILED PAGE - ADMINISTRATION EXPENSES
                                                                                   BUDGETED
                                                                                    AMOUNT

PERSONNEL

DETAILED SHEET ATTACHED                                            TOTAL      $                     -

                                               TOTAL ADMINISTRATIVE SALARIES $                  -

  FRINGE BENEFITS
 FICA / TAXES
 HEALTH INSURANCE
 LIFE & DISABILITY INSURANCE
 UNEMPLOYMENT COMP
 WORKER'S COMP
 PENSION
 OTHER
 OTHER

                                                      TOTAL FRINGE BENEFITS $                   -


                               TOTAL ADMINISTRATIVE SALARIES & FRINGE BENEFITS $                -




  EQUIPMENT AND SUPPLIES
   CONSUMABLE SUPPLIES
   EQUIPMENT RENTAL / LEASE / USAGE FEE
   EQUIPMENT MAINTENANCE




                                                  TOTAL EQUIPMENT AND SUPPLIES $                -

  OPERATING EXPENSES
    ADVERTISING
    AUDIT
    CONSULTANT SERVICES
    DUES AND SUBSCRIPTIONS
    INSURANCE
    POSTAGE
    PRINTING
    TELEPHONE / CELL PHONE
    RENT
    UTILITIES
    TRAVEL
    STAFF BACKGROUND CHECKS
    OTHER:                                                                                              CANNOT
                                                                                                        EXCEED 5 % OF
    OTHER:                                                                                              TOTAL
    OTHER:                                                                                              CONTRACT




                                                   TOTAL OPERATING EXPENSES $                    -
                                                                            TOTAL ADMIN NOT OVER 5%
                                        TOTAL BUDGET FOR ADMINISTRATIVE               $          -




                                                                               3
DETAILED PAGE - PROGRAM COSTS
                                                                                        BUDGETED
                                                                                         AMOUNT
PERSONNEL

DETAILED SHEET ATTACHED                                              TOTAL          $                  -



                                                       TOTAL PROGRAM SALARIES $                    -

  FRINGE BENEFITS
  FICA / TAXES
  HEALTH INSURANCE
  LIFE & DISABILITY INSURANCE
  UNEMPLOYMENT COMP
  WORKER'S COMP
  PENSION
     OTHER:
     OTHER:
     OTHER:
     OTHER:


                                                       TOTAL FRINGE BENEFITS $                     -



                                  TOTAL PROGRAM SALARIES & FRINGE BENEFITS $                       -
  EQUIPMENT AND SUPPLIES
    CONSUMABLE SUPPLIES
    EQUIPMENT RENTAL
    TESTING MATERIALS (TABE)
    OTHER
    OTHER
    OTHER
    OTHER



                                                TOTAL EQUIPMENT AND SUPPLIES $                     -

  OPERATING EXPENSES
     ASSESSMENT FEES (WORKKEYS ®)
     DUES AND SUBSCRIPTIONS
     INSURANCE
     MAINTENANCE
     MEETING EXPENSES
     OTHER
     OTHER
     PARTICIPANT BACKGROUND CHECKS                                                                             PROFIT CANNOT
                                                                                                               EXCEED 8% OF THE
     POSTAGE                                                                                                   TOTAL CONTRACT
     PRINTING
     RENT
     PROFIT                                                    PROFIT NOT OVER 8%
     TELEPHONE/VOICEMAIL/RECEPTIONIST.
     TRAVEL
     UTILITIES

                                                       TOTAL OPERATING EXPENSES $                  -

  SUBCONTRACTORS EXPENSES - EXCLUDED IN PROFIT
          Subcontractors Name




                                   TOTAL SUBCONTRACTOR TRAINING EXPENSES $                         -

  SUPPORT SERVICES / INCENTIVES - EXCLUDED IN PROFIT
BUS PASSES / GAS VOUCHERS                                                                                      REQUIRED UNIFORMS
UNIFORMS / SAFETY EQUIPMENT                                                                                    OR WORK/TRAINING
                                                                                                               APPROPRIATE ATTIRE
PHYSICALS                                                                                                      ONLY.
INCENTIVES
OTHER
OTHER
                                                        TOTAL SUPPORT SERVICES $                   -


                                             TOTAL BUDGET FOR PROGRAM               $              -       $                        -



                  OTHER PROGRAM EXPENSES - MUST BE COMPLETED BY PROPOSER
            LVWIB WILL BE RESPONSIBLE FOR THESE PAYMENTS DIRECTLY TO PARTICIPANTS,
                                                                   4
                               TRAINING VENDORS AND OJT EMPLOYERS
 INDIVIDUAL TRAINING ACCOUNTS
   # OF PLANNED ITAS                               #

 PARTICIPANT WORK EXPERIENCE WAGES / FRINGE BENEFITS
   # OF PLANNED PARTICIPANTS                       #

 ON THE JOB TRAINING CONTRACTS
   # OF PLANNED CONTRACTS                          #


OTHER PROGRAM COSTS                                                 $   -




                                                                    5
6
                                                                                                                                                            PERSONNEL DETAILS
                                                                                                                                                                 Salaries

List all positions included and the total amount of wages requested for each cost category. Add more lines if necessary. All allocations of salary across cost categories must be supported by matching job descriptions and a cost allocation plan.
NOTE: Columns with 0 will be automatically calculated when other items are entered.

                                                                                                                                              ADMINISTRATION                              PROGRAM


                                                                                                                                                                                                                 % of Salary                         % of Salary
                                                                                                 Staff                                                                       % of Salary                         from Other                          from Other     $ to Other        Total %
                                                                                                 member (If                           % of Salary to    $ to Admin           to Program $ to Program             LVWIB       $ from other            Sources of     Sources of        (Must total
Job Title                                                                                        known)         Total Annual Salary   Admin Budget      Budget               Budget      Budget                  Programs LVWIB Programs             Funding        Funding           100)        Total $
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
                                                                                                                                                                     $0.00                               $0.00                               $0.00                            $0.00       0.00%                   $0.00
TOTALS                                                                                                                                                               $0.00                               $0.00                               $0.00                            $0.00                               $0.00
                                                                                                                                                               (A)                                 (B)                                                                    (C)
(A) Total must match the total salaries on Administration Budget (Budget Sheet #2)
(B) Total must match the total salaries on Program Budget (Budget Sheet #3)
(C) Include all other funds

                                                                                                                                                                       PERSONNEL DETAILS
                                                                                                                                                                         Fringe Benefits
Enter fringe benefits for all positions listed. Add more lines if necessary.
NOTE: Columns with 0 will be automatically calculated when other items are entered.

                                                                                                                                                                                   ADMINISTRATION                             PROGRAM

                                                                                                                                                                                                                                                                                      % of
                                                                                                                                                                             % of                                % of                                % of Fringes   $ for Fringes     Fringes
                                                                                                 Staff                                                  % of Fringes         Fringes to                          Fringes to                          from other     from other        from Other                    Total %
                                                                                                 member (If                                             compared to          Admin         $ for fringes to      Program       $ to for Fringes      LVWIB          LVWIB             Sources of $ for Fringes from (Must
Job Title                                                                                        known)         Total Salary          Total Fringes     Salary               Budget        Admin Budget          Budget        Program Budget        Programs       Programs          Funding    Other Sources      total 100)
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
                                                                                                                                                $0.00                                                    $0.00                               $0.00                            $0.00                               $0.00    0%
TOTALS                                                                                                                                                                                                   $0.00                               $0.00                            $0.00                               $0.00
                                                                                                                                                                                                   (A)                                 (B)                                                                  (C)
(A) Total must match the total fringes on Administration Budget (Budget Sheet #2)
(B) Total must match the total fringes on Program Budget (Budget Sheet #3)
(C) Include all other funds
Total $
          $0.00
          $0.00
          $0.00
          $0.00
          $0.00
          $0.00
          $0.00
          $0.00
          $0.00
          $0.00
          $0.00
          $0.00
          $0.00
          $0.00
                                    ADMINISTRATION COSTS BUDGET NARRATIVE
              Itemize any items in your budget under the categories listed and provide cost breakdown.
Note: Items with 0 will automatically calculate when related cells are filled.



  Cost Category with Brief Description             Item        Quantity      Unit Cost    Total Cost
EX: Office Supplies                             Pens                 10           $1.00         $10.00
Consumable Supplies                                                                              $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Equipment Rental / Lease / Usage Fee                                                             $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Equipment Maintenance                                                                            $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Advertising                                                                                      $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Audit                                                                                            $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Consultant Services                                                                              $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Dues and Subscriptions                                                                           $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Insurance                                                                                        $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Postage                                                                                          $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Printing                                                                                         $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Telephone / Cell Phone                                                                           $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Rent                                                                                             $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Utilities                                                                                        $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Travel                                                                                           $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Staff Background Checks   $0.00
                          $0.00
                          $0.00
Other                     $0.00
                          $0.00
                          $0.00
Other                     $0.00
                          $0.00
                          $0.00
Other                     $0.00
                          $0.00
                          $0.00
                                     PROGRAM COSTS BUDGET NARRATIVE
            Itemize any items in your budget under the categories listed and provide cost breakdown.
Note: Items with 0 will automatically calculate when related cells are filled.



  Cost Category with Brief Description             Item        Quantity      Unit Cost    Total Cost
EX: Office Supplies                             pens                 10           $1.00         $10.00
Consumable Supplies                                                                              $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Equipment Rental / Lease / Usage Fee                                                             $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Equipment Maintenance                                                                            $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Testing Materials (TABE)                                                                         $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Other                                                                                            $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Assessment Fees (WorkKeys)                                                                       $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Dues and Subscriptions                                                                           $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Insurance                                                                                        $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Maintenance                                                                                      $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Meeting Expenses                                                                                 $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Other                                                                                            $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Participant Background Checks                                                                    $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Postage                                                                                          $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Printing                                                                                         $0.00
                                                                                                 $0.00
                                                                                                 $0.00
Rent                                   $0.00
                                       $0.00
                                       $0.00
Profit                                 $0.00
                                       $0.00
                                       $0.00
Telephone / Voicemail / Receptionist   $0.00
                                       $0.00
                                       $0.00
Travel                                 $0.00
                                       $0.00
                                       $0.00
Utilities                              $0.00
                                       $0.00
                                       $0.00
Subcontractors                         $0.00
                                       $0.00
                                       $0.00
Bus Passes / Gas Vouchers              $0.00
                                       $0.00
                                       $0.00
Uniforms / Safety Equipment            $0.00
                                       $0.00
                                       $0.00
Physicals                              $0.00
                                       $0.00
                                       $0.00
Incentives                             $0.00
                                       $0.00
                                       $0.00
Other                                  $0.00
                                       $0.00
                                       $0.00
Other                                  $0.00
                                       $0.00
                                       $0.00
                                       $0.00

								
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