100 Marks Project in Training and Development by gtx28002

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									Instructions for developing your preliminary budget.

Note: Cells where you can enter data are in light yellow. All other cells are protected without
a password. Please do not unlock the spreadsheet without first consulting with the grants
office.

Project Setup
1. Save file to your computer and rename the file with part of the grant or grant project name.
2. Enter in the box immediately to the right the number of years for the grant. (For grants with fewer
than five years, simply fill out the appropriate boxes to develop your multi-year budget.)
3. Does the grant have annual funding restrictions (e.g., a $1 million grant only allows the college to
spend $200,000 in any given year over a five-year grant period)? Enter Y for Yes or N for no in the
cell immediately to the right.
4. Enter the maximum amount for the entire duration of the grant.

Personnel Costs and Fringe Benefits
1. Go to the Budget Itemization tab to begin filling out your budget information.
2. List all personnel for your project under personnel.
3. Enter FTE columns for each project personnel. (Only enter grant-funded FTE. Fill out another
spreadsheet for leveraged or matched funds.)
4. Enter the base salary for each project personnel on the far right of the spreadsheet. (Note: It is
recommended that you use the highest salary on the salary schedule for each position to
ensure that adequate funds are budgeted for the duration of the grant.)
5. Note: For a general bank of curriculum development time, enter the total hours in the FTE
column.

Travel
1. For travel, go to the Travel page.
2. Fill out the monthly estimated miles of travel by car in the incidental travel data cell.
3. Fill out the conference data table in the unlocked cells.
4. If appropriate, fill out the table for site visits. (This table generally applies to grants with multiple
sites only and which require overnight travel.)

Equipment
1. Go to the Budget Itemization spreadsheet.
2. List all equipment of $5,000 or greater value (per unit) purchased with grant funds in the left most
column. In parenthesis after the item, list the per unit cost and the number of units purchased.

3. Enter the total costs for each item listed in the appropriate year.

Supplies
1. Go to the Constants spreadsheet.
2. Enter the number of computers purchased in each grant year. (Note: For most grants, few
computers will be purchased, and the purchases will likely occur in the first two years of the
grant.)
3. As necessary, modify the base costs for copies, office supplies, computers, and postage. (Note:
it is not recommended that you change these values until you consult with the grants office.)

4. Return to the Budget Itemization spreadsheet.
5. Enter all supplies and materials not already programmed in the spreadsheet in the far left column.
6. Enter the appropriate totals for each supply or material.

Contractual, Construction, and Other Costs
1. Go to the Budget Itemization spreadsheet.
2. For each category, itemize all contractual, construction, and other costs provided by grant funds.
In almost all cases, grants do not provide construction costs. Enter the cost basis for each item in
parenthesis (e.g., evaluator @ $600 per day for 10 days). In general, the "other" category is defined
in the RFP.
3. Enter the total costs for each item listed in the appropriate year.

Training Costs
1. In the cell immediately to the right, enter the average stipend cost (if applicable).
2. In the cells immediately to the right below the years, enter the number of training stipends per
year.
3. The grants office and budget developer will need to refine this section of the budget.

Final Adjustments
1. Adjust any values of "factors" on the Constants spreadsheet to help ensure your budget conforms
to budget limits. (This section will be reviewed by the grants office.)
2. Check the appropriate indirect cost method on the Constants spreadsheet with an "X" without
quotation marks. If required, adjust the indirect cost percentage to reflect limits provided by the
particular grant application. (The default value is used in this spreadsheet. The value provided in
your Budget Summary sheet may be changed after submission to the grants office. The grants
office will review the indirect cost rate and ensure the appropriate indirect costs are used.)
3. Review your work for accuracy.
4. Celebrate the completion of your budget.
Enter values here.
Enter values here.

      Year 1         Year 2   Year 3   Year 4   Year 5
                                     Project Year   Project Year   Project Year   Project Year   Project Year
                                           1             2              3              4              5         Total

Personnel                                       0              0              0              0              0           0

Fringe Benefits                                 0              0              0              0              0           0

Travel                                          0              0              0              0              0           0

Equipment                                       0              0              0              0              0           0

Supplies                                    1,850              0              0              0              0       1,850

Contractual                                     0              0              0              0              0           0

Construction                                    0              0              0              0              0           0

Other                                           0              0              0              0              0           0

Total Direct Costs                          1,850              0              0              0              0       1,850

Indirect Costs                                  0              0              0              0              0           0

Training Stipends (if appropriate)              0              0              0              0              0           0

Total Costs                                 1,850              0              0              0              0       1,850

Over/under (Annual basis)                                                                                         (1,850)
                                                Project Year           Project Year
                                                     1                      2
                                         FTE      Amount        FTE      Amount        FTE
Personnel                                0.00               0   0.00               0   0.00
Project Director                                            0                      0
Administrative Asst.                                        0                      0
[FILL IN OTHER POSITIONS]                                   0                      0
                                                            0                      0
                                                            0                      0
                                                            0                      0
                                                            0                      0
                                                            0                      0
                                                            0                      0
                                                            0                      0
Curriculum development (x                                   0                      0
hours @ $30 per hour)

Fringe Benefits                                            0                      0
Full-time benefits                                         0                      0
Part-time benefits                                         0                      0

Travel (See Travel sheet for details.)                     0                      0
Incidental travel                                          0
Conference travel                                          0
Travel to distance sites (e.g., for                        0
distance education grants)

Equipment                                                  0                      0
[ENTER ALL EQUIPMENT HERE]




Supplies                                               1,850                      0
Copies                                                   750
Office supplies                                        1,000
Computers                                                  0                      0
Postage                                                  100
Contractual                       0   0




Construction                      0   0




Other                             0   0




Training Stipends
(See Instructions spreadsheet.)
Project Year           Project Year           Project Year
      3                      4                      5         Total       Base Salary
  Amount        FTE      Amount        FTE      Amount
            0   0.00               0   0.00               0           0
            0                      0                      0           0
            0                      0                      0           0
            0                      0                      0           0
            0                      0                      0           0
            0                      0                      0           0
            0                      0                      0           0
            0                      0                      0           0
            0                      0                      0           0
            0                      0                      0           0
            0                      0                      0           0
            0                      0                      0           0            30


           0                      0                      0            0
           0                      0                      0            0
           0                      0                      0            0

           0                      0                      0            0
                                                                      0
                                                                      0
                                                                      0


           0                      0                      0            0
                                                                      0

                                                                      0
                                                                      0
                                                                      0
                                                                      0
                                                                      0
                                                                      0
                                                                      0
                                                                      0
                                                                      0
                                                                      0
                                                                      0
                                                                      0
                                                                      0
                                                                      0

           0                      0                      0       1,850
                                                                   750
                                                                 1,000
           0                      0                      0           0
                                                                   100
                                                                     0
            0
            0
            0
            0
            0
            0
            0
            0

0   0   0   0
            0
            0
            0
            0
            0

0   0   0   0
            0
            0
            0
            0
            0

0   0   0   0
            0
            0
            0
            0
            0
Incidental Travel
Estimated monthly
miles for project-related
activities


Conference Travel (including annual project directors' meeting. Fill out as many of the sections as
Enter data in today's dollars, which will be calculated in future rates in the total column.


                              # of                  Hotel Rate
Planned Conferences         persons     Airfare     + 15% tax        Nights
Conference A -
   Year 1
   Year 2
   Year 3
   Year 4
   Year 5
Conference B -
   Year 1
   Year 2
   Year 3
   Year 4
   Year 5
Conference C -
   Year 1
   Year 2
   Year 3
   Year 4
   Year 5
Conference D -
   Year 1
   Year 2
   Year 3
   Year 4
   Year 5
Conference E -
   Year 1
   Year 2
   Year 3
   Year 4
   Year 5
Estimated Travel for Project Director to Each Site (for Multiple Site Grants)
Enter data in today's dollars, which will be calculated in future rates in the total column.
                               # of
                              trips                   Hotel Rate
Trips to sites              per year      Airfare      + 15% tax        Nights
   Year 1
   Year 2
   Year 3
   Year 4
   Year 5

Total Travel              Incidental   Conference Site Visits       Total Travel
  Year 1                           0           0              0                    0
  Year 2                                       0              0                    0
  Year 3                                       0              0                    0
  Year 4                                       0              0                    0
  Year 5                                       0              0                    0
Total                              0           0              0                0
ut as many of the sections as appropriate.)
n the total column.

                          Ground                         Total in
                      transportation       Total        inflation-
          Per Diem     (per person)    (in Year 1 $)   adjusted $

                           100                0            0
                           100                0            0
                           100                0            0
                           100                0            0
                           100                0            0

                           100                0            0
                           100                0            0
                           100                0            0
                           100                0            0
                           100                0            0

                           100                0            0
                           100                0            0
                           100                0            0
                           100                0            0
                           100                0            0

                           100                0            0
                           100                0            0
                           100                0            0
                           100                0            0
                           100                0            0

                           100                0            0
                           100                0            0
                           100                0            0
                           100                0            0
                           100                0            0
n the total column.
                          Ground
                      transportation
          Per Diem     (per person)    Total   Total
                            100         0        0
                            100         0        0
                            100         0        0
                            100         0        0
                            100         0        0
General Grant Factors
Inflation                                      3.50%
Travel inflation                               7.50%    Note: Travel inflation is
                                                        generally set higher due to
                                                        the unpredictability of travel
                                                        costs. This percentage can
                                                        be lowered.

Curriculum Development                           $30

                                                            Place an X in the
                                                          appropriate cell below.
                                                           Select only one box.
Indirect costs--foundation grants              10.00%
Indirect costs--federal and state grants       42.80%

Full-time OPE (Fringe benefits)                50.40%
Part-time OPE (Fringe benefits)                30.30%

Mileage rate (IRS reimbursable rate)       $   0.550

                                                        # of computers purchased with grant funds in the following yea
Copies                                           750                                    enter 0.
Office supplies                                1,000             Year 1           Year 2       Year 3
Computers                                      2,250               0                  0          0
Postage                                          100
t funds in the following years. If zero,
er 0.
                 Year 4       Year 5
                    0             0

								
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