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RFP Budget with formulas by nXCwt2Ts

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									                                                                                                                                                                               EXHIBIT 2 - BUDGET Part 1   10/4/2012




INPUT DATA ONLY IN YELLOW HIGHLIGHTED CELLS


Name of Organization:                                 County C
Contract Period:                                      FFY 12

Annual Line Item Budget                                     Amt          Fill Out Detailed Sub-Budget       Additional Detail Required                 Other Detail
A - SALARY/PERSONNEL COSTS                                 $0.00                   See part 2              Provide justification on part 2
                                                                                                                                                                           1
B - FRINGE BENEFIT COSTS                                   $0.00                   See part 2                                                      Explanation on part 2
C - EQUIPMENT COSTS                                        $0.00                   See part 2              Provide justification on part 2
D - OPERATING EXPENSES                                                                                     Provide justification   on   part   2
E - SUPPLIES                                               $0.00                  See part 2               Provide justification   on   part   2
F - IN STATE TRAVEL1                                       $0.00                  See part 2               Provide justification   on   part   2
G - OUT-OF-STATE TRAVEL1                                   $0.00                  See part 2               Provide justification   on   part   2
H - CONSULTANT/CONTRACTUAL COSTS                           $0.00                  See part 2               Provide justification   on   part   2
I - TRAINING                                                                                               Provide justification   on   part   2
J - INSURANCE & SURETY BONDS                                                                               Provide justification   on   part   2
K - ADVERTISING & PUBLIC INFORMATION                                                                       Provide justification   on   part   2
L - CONSUMER/FAMILY REIMBURSEMENT                                                                          Provide justification   on   part   2
M - OTHER                                                                                                  Provide justification   on   part   2
N - SUBTOTAL - DIRECT COSTS (SUM A...M)                     $0
                                                                                                             Attach letter documenting
                                                                                                          federally approved indirect cost
O - INDIRECT COSTS                                          $0                    See part 2                             rate
P - TOTAL COSTS (N + O)                                     $0
LINE P MUST NOT EXCEED $40,000.00

1
    A description of the components of fringe rates is optional except for RFP awards funded with discreationary federal grants such as SPF-SIG and SBIRT.




Total




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                                                                              EXHIBIT 2 - BUDGET Part 2                                                             10/4/2012



                    A                                             B                                 C                    D                  E                  F
 1
 2 Name of Organization:                  County C
 3 Contract Period:                       FFY 12
 4
 5 A: Salary Detail Sub-Budget
                                                                                                                                   # of weeks or months
                                                                                          Hourly or Monthly Pay   Hours paid per   paid in contract
 6                                        Position Title                                  Rate                    week             period               Cost
 7   Hourly Employee Salary Item 1                                                                                                                                 $0.00
 8   Hourly Employee Salary Item 2                                                                                                                                 $0.00
 9   Hourly Employee Salary Item 3                                                                                                                                 $0.00
10   Hourly Employee Salary Item 4                                                                                                                                 $0.00
11   Hourly Employee Salary Item 5                                                                                                                                 $0.00
12   Hourly Employee Salary Item 6                                                                                                                                 $0.00
13   Hourly Employee Salary Item 7                                                                                                                                 $0.00
14   Hourly Employee Salary Item 8                                                                                                                                 $0.00
15   Hourly Employee Salary Item 9                                                                                                                                 $0.00
16   Hourly Employee Salary Item 10                                                                                                                                $0.00
17   Monthly Salaried Employee Item 1                                                                                                                              $0.00
18   Monthly Salaried Employee Item 2                                                                                                                              $0.00
19   Monthly Salaried Employee Item 3                                                                                                                              $0.00
20   Monthly Salaried Employee Item 4                                                                                                                              $0.00
21   Monthly Salaried Employee Item 5                                                                                                                              $0.00
22   Monthly Salaried Employee Item 6                                                                                                                              $0.00
23   Monthly Salaried Employee Item 7                                                                                                                              $0.00
24   Monthly Salaried Employee Item 8                                                                                                                              $0.00
25   Monthly Salaried Employee Item 9                                                                                                                              $0.00
26   Monthly Salaried Employee Item 10                                                                                                                             $0.00
27   Total                                                                                                                                                         $0.00
28
29   JUSTIFICATION (Please describe the role and responsibilities of each position.)
     Enter justification text here




30




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                                                                              EXHIBIT 2 - BUDGET Part 2                                                         10/4/2012



                      A                                           B                                    C                    D                   E           F
 2   Name of Organization:               County C
 3   Contract Period:                    FFY 12
31
32   B: Fringe Benefit Detail Sub-Budget
33                                     Position Title                                        Salary                  Fringe Rate         Cost
34   Fringe Benefit Item 1             0                                                                     $0.00                                  $0.00
35   Fringe Benefit Item 2             0                                                                     $0.00                                  $0.00
36   Fringe Benefit Item 3             0                                                                     $0.00                                  $0.00
37   Fringe Benefit Item 4             0                                                                     $0.00                                  $0.00
38   Fringe Benefit Item 5             0                                                                     $0.00                                  $0.00
39   Fringe Benefit Item 6             0                                                                     $0.00                                  $0.00
40   Fringe Benefit Item 7             0                                                                     $0.00                                  $0.00
41   Fringe Benefit Item 8             0                                                                     $0.00                                  $0.00
42   Fringe Benefit Item 9             0                                                                     $0.00                                  $0.00
43   Fringe Benefit Item 10            0                                                                     $0.00                                  $0.00
44   Fringe Benefit Item 11            0                                                                     $0.00                                  $0.00
45   Fringe Benefit Item 12            0                                                                     $0.00                                  $0.00
46   Fringe Benefit Item 13            0                                                                     $0.00                                  $0.00
47   Fringe Benefit Item 14            0                                                                     $0.00                                  $0.00
48   Fringe Benefit Item 15            0                                                                     $0.00                                  $0.00
49   Fringe Benefit Item 16            0                                                                     $0.00                                  $0.00
50   Fringe Benefit Item 17            0                                                                     $0.00                                  $0.00
51   Fringe Benefit Item 18            0                                                                     $0.00                                  $0.00
52   Fringe Benefit Item 19            0                                                                     $0.00                                  $0.00
53   Fringe Benefit Item 20            0                                                                     $0.00                                  $0.00
54   Total                                                                                                                                          $0.00
55
56   EXPLANATION (Describe components of fringe rate. This is optional expect for proposals funded with federal discretionary grants.)
     Enter explanatory text here




57
58
59
60




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                                                                             EXHIBIT 2 - BUDGET Part 2                                                           10/4/2012



                         A                                    B                                         C                   D                   E            F
 2   Name of Organization:             County C
 3   Contract Period:                  FFY 12
61   C: Equipment Purchase Detail Sub-Budget (Only for items of $5,000 or more)
62                                     Description                                         # of Units               Cost per Unit     Cost
63   Equipment Line Item 1                                                                                                                           $0.00
64   Equipment Line Item 2                                                                                                                           $0.00
65   Equipment Line Item 3                                                                                                                           $0.00
66   Total                                                                                                                                           $0.00
67   JUSTIFICATION (Please describe the purpose for each equipment purchase.)
     Enter justification text here




68
69
70 D: Operating Costs
71
   JUSTIFICATION (Provide a description of how you arrived at the operating costs figure on part 1 with a description and purposes of all items comprising
72 the operating costs total such as rent, printing & reproduction, telephone services, cellular phone services, utilities, & internet access.)
     Enter justification text here




73
74
75   E: Supplies Purchase Detail Sub-Budget
76                                    Description                                          # of Units               Cost per Unit     Cost
77   Supply Item 1                                                                                                                                   $0.00
78   Supply Item 2                                                                                                                                   $0.00
79   Supply Item 3                                                                                                                                   $0.00
80   Supply Item 4                                                                                                                                   $0.00
81   Supply Item 5                                                                                                                                   $0.00
82   Total                                                                                                                                           $0.00
83
84   JUSTIFICATION (Please describe the purpose for any supply purchase with a total cost of $250 or greater.)
     Enter justification text here




85




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                                                                             EXHIBIT 2 - BUDGET Part 2                                                        10/4/2012



                       A                                         B                                       C                 D                   E          F
 2    Name of Organization:              County C
 3    Contract Period:                   FFY 12
86
87    F: In-State Travel Detail Sub-Budget
88                                       Mileage Rate                                      # of Miles               Cost
89    Mileage Reimbursement                                                                                                    $0.00
90                                       Daily Rate                                        # of Days                Cost
91    Meal Reimbursement                                                                                                       $0.00
92                                       Nightly Lodging rate                              # of nights              Cost
93    Lodging Reimbursement                                                                                                    $0.00
94    Other In-State Travel Costs        \                                                                          Cost
95
96    Total                                                                                                                    $0.00
97
   JUSTIFICATION (Please provide a detailed description of how you arrived at the amounts provided above. List the number of trips, the purpose of the
98 travel and destinations.)
   Enter justification text here




 99
100
101   G: Out-of-State Travel Detail Sub-Budget
102   Airfare cost
103   Meal Cost
104   Lodging Cost
105   Other Cost
106                                                                                $0.00
107
    JUSTIFICATION (Please provide a detailed description of how you arrived at the amounts provided above. List the number of trips, the purpose of the
108 travel and destinations.)
    Enter justification text here




109




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                                                                               EXHIBIT 2 - BUDGET Part 2                                                          10/4/2012



                       A                                           B                                     C                     D                   E          F
 2    Name of Organization:               County C
 3    Contract Period:                    FFY 12
110
111   H: Consultant and Contractual Detail Sub-Budget
112                                    Name of Consultant/Contractor                          Purpose                  Cost
113   Consultant/Contractor Item 1
114   Consultant/Contractor Item 2
115   Consultant/Contractor Item 3
116   Consultant/Contractor Item 4
117   Consultant/Contractor Item 5
118   Total                                                                                                                        $0.00
119
    JUSTIFICATION (Please provide a detailed description of how you arrived at the amounts listed above. Note the names of contractors and duties and/or
120 services they will provide.)
    Enter justification text here




121
122
123 I - TRAINING
124
    JUSTIFICATION (Provide a description of how you arrived at the training cost figure on part 1 with a description and purpose for all planned training
125 expenditures including the number of persons to receive training.)
      Enter justification text here




126
127
128 J - INSURANCE & SURETY BONDS
129
    JUSTIFICATION (Provide a description of how you arrived at the insurance & surety bonds figure on part 1 with a description and purpose for all planned
130 expenses including the personnel and activities to be covered by the insurance or surety bonds.)
    Enter justification text here




131




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                                                                              EXHIBIT 2 - BUDGET Part 2                                                             10/4/2012



                        A                                       B                                      C                      D                   E             F
 2 Name of Organization:               County C
 3 Contract Period:                    FFY 12
132
133 K - ADVERTISING & PUBLIC INFORMATION
134
    JUSTIFICATION (Provide a description of how you arrived at the advertising and public information figure on part 1 with a description and purpose for all
135 planned expenses.)
    Enter justification text here




136
137
138 L - CONSUMER/FAMILY REIMBURSEMENT
139
    JUSTIFICATION (Provide a description of how you arrived at the consumer/family reimbursement figure on part 1 with a description and purpose for all
    planned expenses including the number of persons you expect to reimburse and the types of expenses you will reimburse such as mileage, lodging, or
140 meals.)
    Enter justification text here




141
142
143 M - OTHER
144
145 JUSTIFICATION (Provide a description of how you arrived at the other costs on Part 1 with a description and purpose for all planned expenses.)
    Enter justification text here




146
147
148 O - Indirect Cost Detail Sub-Budget
149 Direct Cost                        Indirect Cost Rate                                    Indirect Cost
150                                $0                                                                             $0




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                            3badc0e5-0cbe-413c-9332-d545a7adbd44.xls, INSTRUCTIONS                         page 8 of 11


                                     RFP ANNUAL BUDGET INSTRUCTIONS

General Instructions: Your budget document must be filled out and submitted in excel. Do not submit a “PDF” Adobe
Acrobat copy of your budget document.

You have been provided with a budget in two parts. Part 1 is a summary line item budget and Part 2 is a series of
detailed budget tables and explanatory text boxes that document how individual budget line items are derived.

   Line Item                     Instructional Notes                                        Descriptive Notes
A. SALARY/PERSONNEL              Use salary detail columns to calculate costs. A) Enter     Only include costs covered by
                                 title of each position funded by the grant. B) Enter       this proposal. Do not include
                                 either hourly OR monthly rates of pay for grant-           salary costs covered by other
                                 funded employee. C) Enter number of hours per week         funding sources.
                                 and # of weeks OR # of months. D) The following
                                 formula is used to calculate salary costs for each line:
                                 For hourly positions (“Hourly rate” * “Hours per
                                 week”*”# of weeks”); for monthly positions
                                 (“Monthly rate”*”# of months”. E) The sum total is
                                 linked to line item budget.
B. FRINGE BENEFIT COSTS Use fringe benefits detail table to calculate costs. A)             Only include costs covered by
                        Implanted formulas replicate employee titles and                    this proposal. Do not include
                        salaries from prior table. B) Enter total fringe benefit            salary costs covered by other
                        rate for each position. C) The following formula is                 funding sources. Fringe
                        used to calculate costs for each line (Salary*Fringe                benefits components include
                        Rate). D) The sum total is linked to line item budget.              items such as Federal Insurance
                        E) You may provide a description of the components                  Contributions Act (FICA),
                        of your fringe rates in a text box. If your proposal is             Unemployment Insurance,
                        funded by a discretionary federal grant as opposed to               Retirement, Life Insurance,
                        state funds or a federal block grant a description of the           Workers Compensation, and
                        components of your fringe rate is mandatory.                        Health Insurance.


C. EQUIPMENT COSTS               Enter data only if you are purchasing equipment            Equipment is defined as
                                 valued at $5,000 or more with grant funds. Use detail      nonexpendable tangible
                                 table to calculate total costs. A) Enter brief             personal property with a value
                                 description of each equipment item. B) Enter number        of $5,000 or more and a useful
                                 of units of each item to be purchased. C) Enter dollar     life of more than one year.
                                 cost for each item. D) The following formula is used
                                 to calculate costs for each line (# of units*cost per
                                 unit). E) The sum total is linked to line item budget.
                          3badc0e5-0cbe-413c-9332-d545a7adbd44.xls, INSTRUCTIONS                        page 9 of 11


   Line Item          Instructional Notes                                       Descriptive Notes
D. OPERATING EXPENSES Enter total operating costs directly in line item budget. Operating expenses are non-
                                                                                supply costs directly related to
                                                                                proposed services and includes
                                                                                but is not limited to items such
                                                                                as rent, maintenance, printing
                                                                                & reproduction, telephone
                                                                                services, cellular phone
                                                                                services, utilities, & internet
                                                                                access.
E. SUPPLIES                    Use supplies detail table to calculate costs. A) Enter Supplies include consumable
                               brief description of each supply item or category (such office supplies (such as
                               as “laptop computer” or “office paper”).                postage, paper, and pens) and
                               If you are purchasing supplies items that costs at any item priced less than
                               least $500 each (such as a laptop computer): B)         $5,000 such as a laptop
                               Enter number of units of each item to be purchased.     computer that will be used for
                               C) Enter dollar cost for each item. D) The following proposal purposes.
                               formula is used to calculate costs for each line (# of
                               units*cost per unit).
                               If you are purchasing supplies that do not have an
                               item costs of $500 or more (such as office paper).
                               B) Enter total costs of each supply category in total
                               cost column.
                               The sum total is linked to line item budget.
F. IN-STATE TRAVEL             Use detail table to calculate costs. A) Enter mileage,   Rates for mileage cannot
                               enter number of miles, multiply rate by number of        exceed current federal General
                               miles to derive cost B) Enter daily meal rate cost and   Services Administration
                               number of days. C) Enter nightly lodging cost &          Privately-Owned Vehicle rate
                               number of nights of lodging. Enter description and       ($0.51 a mile FFY 12). See
                               total of any other in-state travel costs. D) Implanted   http://www.gsa.gov/portal/cont
                               formulas will create line cost estimates and link sum    ent/100715
                               total to line item budget.                               for updates on federal rate.
                                                                                        Reimbursement must be related
                                                                                        to grant-funded activities for
                                                                                        staff, volunteers or clients such
                                                                                        as site visits or training.

G. OUT-OF-STATE TRAVEL Use detail table to calculate costs. See instructions for Rates for mileage cannot
                       IN-STATE TRAVEL                                           exceed current federal General
                                                                                 Services Administration
                                                                                 Privately-Owned Vehicle rate
                                                                                 ($0.51 a mile FFY 12). See
                                                                                 http://www.gsa.gov/portal/cont
                                                                                 ent/100715
                             IN-STATE TRAVEL


                        3badc0e5-0cbe-413c-9332-d545a7adbd44.xls, INSTRUCTIONS                         page 10 of 11


     Line Item               Instructional Notes                                        Descriptive Notes
                                                                                        for updates on federal rate.
                                                                                        Reimbursement must be related
                                                                                        to grant-funded activities for
                                                                                        staff, volunteers or clients such
                                                                                        as site visits or training.

H. CONSULTANT &      Use detail table to calculate total costs. A) Enter                Only include consultant or
   CONTRACTUAL COSTS name of each contractor/consultant. B) Enter brief                 contract costs that directly
                     description of the purpose of each                                 support proposal activities. If
                     contractor/consultant’s services. C) Enter cost of each            any consultants or contract
                     service. D) Implanted formulas will create line cost               services support both this
                     estimates and link sum total to line item budget.                  project and other expenses
                                                                                        develop a reasonable allocation
                                                                                        process and keep it available
                                                                                        for review upon request.


I.   TRAINING                Insert total training costs for proposal funded staff,
                             volunteers associated with the proposal, and proposed
                             clients.
J. INSURANCE & SURETY Insert total costs for insurance and surety bonds
   BONDS              needed for proposal services.
K. ADVERTISING &      Insert total costs for advertising and public
   PUBLIC INFORMATION information expenses funded with the proposal.
L. CONSUMER/FAMILY           Insert total costs for reimbursement, such as stipends, Do not duplicate costs reported
   REIMBURSEMENT             to consumers and members of consumer’s families         under in-state travel.

M. OTHER                     List total of all other costs allocated to the proposal.   Attach a narrative describing
                                                                                        any costs included in this
                                                                                        category.
N. SUBTOTAL DIRECT           Implanted formula will sum lines A through M in the
   COSTS                     line item budget to derive a Direct Cost Subtotal.
                    3badc0e5-0cbe-413c-9332-d545a7adbd44.xls, INSTRUCTIONS                       page 11 of 11


   Line Item            Instructional Notes                                        Descriptive Notes
O. INDIRECT COSTS       Use detail table to calculate indirect cost total. A) An   Indirect costs are defined as
                        implanted formula links to the Direct Cost Subtotal        costs that cannot be identified
                        form in the line item budget. B) Insert indirect cost      with any single program but are
                        rate. C) An implanted formula calculates indirect cost     indispensable to the conduct of
                        amount (Direct Cost Subtotal *Indirect Cost Rate) and      agency activities and to the
                        links the data to the line item budget.                    organization's survival
                                                                                   including overall directing of
                                                                                   the organization, record
                                                                                   keeping, business management,
                                                                                   budgeting and related
                                                                                   activities. If you have a
                                                                                   federally-approved indirect
                                                                                   cost rate agreement letter
                                                                                   attach a copy of this document
                                                                                   to your proposal submission.

P. TOTAL COSTS          Implanted formula will sum Line N – SUBTOTAL
                        DIRECT COSTS and Line O INDIRECT COSTS to
                        derive total grant proposal cost.

								
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