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					                                                    OFFICE OF ECONOMIC OPPORTUNITY
                                        CSBG (Discretionary) and LIHEAP Budget Form (CFDA#'s 93.569 & 93.568)
                                                                  SECTION I - IDENTIFICATION
Subgrantee Name:                                                                                  Application:             x           Amendment:               0


Grant:                             2008 CSBG and LIHEAP
Program Activity:                               Administration                                    Grant Period:            January 1, 2008 - December 31, 2008


                                                                 SECTION II - BUDGET SUMMARY
                 LINE ITEMS                                  Description of Line Item                 CSBG            Discretionary       LIHEAP             TOTAL
Salaries & Wages                                                                                                  0                0                 0                     0




Fringe Benefits                                                                                                   0                0                 0                     0


Indirect Costs-includes Energy Counseling                            Percentage           0.00%                   0                0                 0                     0


Merit/COLA/FB/IDC Salary Adjustments                                                                              0                0                 0                     0


Travel                                                                                                            0                0                 0                     0


*Operational Expenditures                                                                                     0.00              0.00               0.00                 0.00


*Equipment                                                                                                    0.00              0.00               0.00                 0.00


*Contractual Services                                                                                         0.00              0.00               0.00                 0.00




*Not a calculation must manually load                                                   TOTALS               $0.00             $0.00           $0.00                   $0.00




         8/16/20112:07 PM                                                                                                                                 Admin 1106
                                                       OFFICE OF ECONOMIC OPPORTUNITY
                                         CSBG (Discretionary) and LIHEAP Budget Form (CFDA#'s 93.569 & 93.568)
                                                                    SECTION I - IDENTIFICATION
Subgrantee Name:                                                                                     Application:             x              Amendment:                0

Grant:                                  2008 CSBG and LIHEAP
Program Activity:                                 Case Management                                    Grant Period:            January 1, 2008 - December 31, 2008

                                                               SECTION II - BUDGET SUMMARY
                 LINE ITEMS                                     Description of Line Item                  CSBG           Discretionary       Energy Counseling      TOTAL
Salaries & Wages                                                                                                     0                   0                   0                 0




Fringe Benefits                                                                                                      0                   0                   0                 0


Indirect Costs                                                            Percentage         0.00%                   0                   0                                     0


Merit/COLA/FB/IDC Salary Adjustments                                                                                 0                   0                   0                 0


Travel                                                                                                               0                   0                                     0


*Operational Expenditures                                                                                         0.00              0.00                                    0.00


*Equipment                                                                                                        0.00              0.00                  0.00              0.00


*Contractual Services                                                                                             0.00              0.00                  0.00              0.00




*Not a calculation must manually load                                                      TOTALS                $0.00            $0.00                 $0.00              $0.00




         8/16/20112:07 PM                                                                                                                                        CM 1106
                                                    OFFICE OF ECONOMIC OPPORTUNITY
                                        CSBG (Discretionary) and LIHEAP Budget Form (CFDA#'s 93.569 & 93.568)
                                                                  SECTION I - IDENTIFICATION
Subgrantee Name:                                                                                   Application:             x           Amendment:             0

Grant:                               2008 CSBG and LIHEAP
Program Activity:                              Support Services                                    Grant Period:            January 1, 2008 - December 31, 2008

                                                              SECTION II - BUDGET SUMMARY
                 LINE ITEMS                                   Description of Line Item                 CSBG            Discretionary       LIHEAP            TOTAL
Salaries & Wages                                                                                                   0                0                                    0
Fringe Benefits                                                                                                    0                0                                    0
Indirect Costs                                                        Percentage           0.00%                   0                0                                    0
Merit/COLA/FB/IDC Salary Adjustments                                                                               0                0                                    0
Travel                                                                                                             0                0                                    0


*Operational Expenditures                                                                                      0.00              0.00                                 0.00
*Equipment                                                                                                     0.00              0.00                                 0.00

*Contractual Services                                                                                          0.00              0.00                                 0.00
Client Services:
1 - GEAP - Emergency Services                                                                                  0.00              0.00                                 0.00
2- Housing                                                                                                     0.00              0.00                                 0.00
3- Employment                                                                                                  0.00              0.00                                 0.00
4- Self-Sufficiency - Child Care/Transport.                                                                    0.00              0.00                                 0.00
5- Linkages (partnerships)                                                                                     0.00              0.00                                 0.00
6- Health                                                                                                      0.00              0.00                                 0.00
7- Education                                                                                                   0.00              0.00                                 0.00
8- Nutrition                                                                                                   0.00              0.00                                 0.00
9- Income Management                                                                                           0.00              0.00                                 0.00


Energy Assistance                                                                                                                                   0.00              0.00

*Not a calculation must manually load                                                    TOTALS               $0.00             $0.00           $0.00                $0.00




         8/16/20112:07 PM                                                                                                                                  SS 1106
                                                     OFFICE OF ECONOMIC OPPORTUNITY
                                                              Budget Summary
                                             CSBG (Discretionary) and LIHEAP Budget Form (CFDA#'s 93.569 & 93.568)
                                                                 SECTION I - IDENTIFICATION
  Subgrantee Name:                                                             Application:            x             Amendment:                  0

  Grant:                                2008 CSBG and LIHEAP
  Program Activity:                                    SUMMARY             Grant Period:                   January 1, 2008 - December 31, 2008

                                                               SECTION II - BUDGET SUMMARY
  LINE ITEMS                                                                     CSBG            Discretionary           LIHEAP             TOTAL
  Salaries & Wages                                                                          0                    0                    0                   0


  Fringe Benefits                                                                           0                    0                    0                   0


  Indirect Costs                                                                            0                    0                    0                   0


  Merit/COLA/FB/IDC Salary Adjustments                                                      0                    0                    0                   0


  Travel                                                                                    0                    0                    0                   0


  Operational Expenditures                                                                0.00                0.00                 0.00                0.00


  Equipment                                                                               0.00                0.00                 0.00                0.00


  Contractual Services                                                                    0.00                0.00                 0.00                0.00


  Client Services:
  CSBG                                                                                    0.00                0.00                                     0.00


  LIHEAP - Energy Assistance                                                                                                       0.00                0.00
                                                                                        $0.00                $0.00                $0.00              $0.00
                                                                  SECTION III - APPROVALS

        EXECUTIVE DIRECTOR SIGNATURE                              Date


           BOARD CHAIRPERSON SIGNATURE                                                  OEO Approval                                         Date
 (required on Application & 1st Amendment budgets)                Date


8/16/20112:07 PM                                                                                                                                     Sum 1106
Subgrantee:                    Grant:       2008 CSBG and LIHEAP             Application:        x         Amendment:              0


                                        ADMINISTRATION SALARY DETAIL
                               Salary or       %      # of Day   # of Hrs.       Annual        CSBG         Discretionary      LIHEAP
   Position    Status   Name   Hrly. Rate   of Time                               Cost      Project Cost    Project Cost     Project Cost




                                                                  TOTAL           $0            $0              $0                $0



   8/16/20112:07 PM                                                                                              Admin Salary Det. 1106
Subgrantee:                       Grant:       2008 CSBG and LIHEAP             Application:        x         Amendment:                   0


                                           CASE MANAGEMENT SALARY DETAIL
                                  Salary or       %      # of Day   # of Hrs.       Annual        CSBG         Discretionary    Energy Counseling
   Position    Status      Name   Hrly. Rate   of Time                               Cost      Project Cost    Project Cost       Project Cost




                                                                     TOTAL           $0            $0              $0                  $0


        8/16/20112:07 PM                                                                                             CM Salary Det. 1106
Subgrantee:                        Grant:       2008 CSBG and LIHEAP             Application:        x
                                                                                 Amendment:          0
                                    SUPPORT SERVICES SALARY DETAIL
                                   Salary or       %      # of Day   # of Hrs.         Annual      CSBG             Discretionary
    Position       Status   Name   Hrly. Rate   of Time                                 Cost    Project Cost        Project Cost




                                                                      TOTAL              $0         $0                   $0
      8/16/20112:07 PM                                                                                    SS Salary Det. 1106
Subgrantee Name:                                                                   Grant:     2008 CSBG and LIHEAP                 Application:      x      Amendment:                    0

                                                                                    FRINGE DETAIL
                                                                            Program Activity: Administration
                             CSBG                                                     Discretionary                                                      LIHEAP
Benefits                Base        % of Salary   Project Cost   Benefits             Base       % of Salary   Project Cost       Benefits          Base          % of Salary        Project Cost

FICA                            X                            0 FICA                          X                                0 FICA                        X                                       0
Worker's Comp.           0      X                            0 Worker's Comp.          0     X                                0 Worker's Comp.       0      X                                       0
Health Insurance                X                            0 Health Insurance              X                                0 Health Insurance            X                                       0
Retirement               0      X                            0 Retirement              0     X                                0 Retirement           0      X                                       0
Unemployment                    X                            0 Unemployment                  X                                0 Unemployment                X                                       0
                                      TOTAL           $0                                           TOTAL           $0                                                TOTAL               $0
                                                                               FRINGE DETAIL
                                                                      Program Activity: Case Management
                             CSBG                                                     Discretionary                                           LIHEAP - Energy Counseling
Benefits                Base        % of Salary   Project Cost   Benefits             Base       % of Salary   Project Cost       Benefits          Base          % of Salary        Project Cost

FICA                            X                            0 FICA                          X                                0 FICA                        X                                       0
Worker's Comp.           0      X                            0 Worker's Comp.          0     X                                0 Worker's Comp.       0      X                                       0
Health Insurance                X                            0 Health Insurance              X                                0 Health Insurance            X                                       0
Retirement               0      X                            0 Retirement              0     X                                0 Retirement           0      X                                       0
Unemployment                    X                            0 Unemployment                  X                                0 Unemployment                X                                       0
                                      TOTAL           $0                                           TOTAL           $0                                                TOTAL               $0
                                               FRINGE DETAIL
                                      Program Activity: Support Services
                             CSBG                                                     Discretionary
Benefits                Base        % of Salary   Project Cost   Benefits             Base       % of Salary   Project Cost

FICA                            X                            0 FICA                          X                                0
Worker's Comp.           0      X                            0 Worker's Comp.          0     X                                0
Health Insurance                X                            0 Health Insurance              X                                0
Retirement               0      X                            0 Retirement              0     X                                0
Unemployment                    X                            0 Unemployment                  X                                0
                                      TOTAL           $0                                           TOTAL           $0




             8/16/20112:07 PM                                                                                                                                     Fringe Det. 1106
Subgrantee:                                         Grant:        2008 CSBG and LIHEAP                Application:            x              Amendment:                0


                                        ADMINISTRATION MERIT/COLA SALARY ADJUSTMENT DETAIL
                                                    Salary or        %       # of Day     # of Hrs.       Annual            CSBG              Discretionary         LIHEAP
   Position      Status           Name              Hrly. Rate    of Time                                  Cost          Project Cost         Project Cost        Project Cost




                                                                          TOTAL       $0                                     $0                   $0                  $0
                                          MERIT/COLA SALARY ADJUSTMENTS FRINGE BENEFITS DETAILED
   Benefits               CSBG Base Discretionary   LIHEAP Base             % of Salary                    CSBG          Discretionary           LIHEAP
FICA                                                                X                                                0                   0                    0
Worker's Comp.                0           0             0           X                                                0                   0                    0
Retirement                    0           0             0           X                                                0                   0                    0
Unemployment                                                        X                                                0                   0                    0
Indirect Cost                                                       X                                                0                   0                    0
                                                                          TOTAL                                      0                   0                    0
                                                                  TOTAL MERT/COLA COST                             $0                $0                   $0


    8/16/20112:07 PM                                                                                                                            Admin MeritCola Det. 1106
Subgrantee:                                         Grant:       2008 CSBG and LIHEAP                Application:            x              Amendment:                  0


                                     CASE MANAGEMENT MERIT/COLA SALARY ADJUSTMENT DETAIL
                                                    Salary or       %       # of Day     # of Hrs.       Annual            CSBG              Discretionary       Energy Counseling
   Position      Status           Name              Hrly. Rate   of Time                                  Cost          Project Cost         Project Cost          Project Cost




                                                                          TOTAL       $0                                    $0                    $0                   $0
                                          MERIT/COLA SALARY ADJUSTMENTS FRINGE BENEFITS DETAILED
   Benefits               CSBG Base Discretionary     EC Base              % of Salary                    CSBG          Discretionary       Energy Counseling
FICA                                                               X                                                0                   0                    0
Worker's Comp.                0           0             0          X                                                0                   0                    0
Retirement                    0           0             0          X                                                0                   0                    0
Unemployment                                                       X                                                0                   0                    0
Indirect Cost                                                      X                                                0                   0                    0
                                                                       TOTAL                                        0                   0                    0
                                                       TOTAL MERT/COLA COST                                       $0                $0                   $0


    8/16/20112:07 PM                                                                                                                        Case Mang MeritCola Det. 1106
   Subgrantee:                                Grant:           2008 CSBG and LIHEAP               Application:            x
                                                                                                  Amendment:              0


                             SUPPORT SERVICES MERIT/COLA SALARY ADJUSTMENT DETAIL
                                              Salary or           %      # of Day   # of Hrs.         Annual            CSBG               Discretionary
       Position     Status      Name          Hrly. Rate       of Time                                 Cost          Project Cost          Project Cost




                                                                       TOTAL       $0                                    $0                     $0
                                       MERIT/COLA SALARY ADJUSTMENTS FRINGE BENEFITS DETAILED
      Benefits                    CSBG Base    Discretionary                        % of Salary        CSBG          Discretionary
   FICA                                                                     X                                    0                   0
   Worker's Comp.                      0            0                       X                                    0                   0
   Retirement                          0            0                       X                                    0                   0
   Unemployment                                                             X                                    0                   0
   Indirect Cost                                                            X                                    0                   0
                                                                               TOTAL                             0                   0
                                                               TOTAL MERT/COLA COST                            $0                $0


8/16/20112:07 PM                                                                                                                         SS MeritCola Det. 1106
Subgrantee :                                                             Grant:                2008 CSBG and LIHEAP
Application:               x                                             Amendment:             0

                                             Administrative Travel Narrative
        Type                              Description                         CSBG         Discretionary               LIHEAP
Local

                                                                                      $0                   $0                       $0
Non - Local        Destination:
                   Meeting:
                   # of Staff:
                   Description:
                   Number of Days:
                   Lodging Cost:     $0
                   Transportation:   $0
                   Other Cost:       $0                                               $0                   $0                       $0
Non - Local        Destination:
                   Meeting:
                   # of Staff:
                   Description:
                   Number of Days:
                   Lodging Cost:     $0
                   Transportation:   $0
                   Other Cost:       $0                                               $0                   $0                       $0
Non - Local        Destination:
                   Meeting:
                   # of Staff:
                   Description:
                   Number of Days:
                   Lodging Cost:     $0
                   Transportation:   $0
                   Other Cost:       $0                                               $0                   $0                       $0
Non - Local        Destination:
                   Meeting:
                   # of Staff:
                   Description:
                   Number of Days:
                   Lodging Cost:     $0
                   Transportation:   $0
                   Other Cost:       $0                                               $0                   $0                       $0

                                                          Total Travel                $0                   $0                       $0




8/16/20112:07 PM                                                                                                Admin Travel 1106
Subgrantee :                                                           Grant:            2008 CSBG and LIHEAP
Application:               x                                           Amendment:               0

                                Case Management Travel Narrative
        Type                              Description                       CSBG           Discretionary
Local

                                                                                    $0                     $0
Non - Local        Destination:
                   Meeting:
                   # of Staff:
                   Description:
                   Number of Days:
                   Lodging Cost:     $0
                   Transportation:   $0
                   Other Cost:       $0                                             $0                     $0
Non - Local        Destination:
                   Meeting:
                   # of Staff:
                   Description:
                   Number of Days:
                   Lodging Cost:     $0
                   Transportation:   $0
                   Other Cost:       $0                                             $0                     $0
Non - Local        Destination:
                   Meeting:
                   # of Staff:
                   Description:
                   Number of Days:
                   Lodging Cost:     $0
                   Transportation:   $0
                   Other Cost:       $0                                             $0                     $0
Non - Local        Destination:
                   Meeting:
                   # of Staff:
                   Description:
                   Number of Days:
                   Lodging Cost:     $0
                   Transportation:   $0
                   Other Cost:       $0                                             $0                     $0

                                                        Total Travel                $0                     $0


8/16/20112:07 PM                                                                             Case Mang Travel 1106
Subgrantee :                                                             Grant:            2008 CSBG and LIHEAP
Application:                x                                            Amendment:               0

                                      Support Service Travel Narrative
        Type                                Description                       CSBG           Discretionary
Local

                                                                                      $0                     $0
Non - Local         Destination:
                    Meeting:
                    # of Staff:
                    Description:
                    Number of Days:
                    Lodging Cost:      $0
                    Transportation:    $0
                    Other Cost:        $0                                             $0                     $0
Non - Local         Destination:
                    Meeting:
                    # of Staff:
                    Description:
                    Number of Days:
                    Lodging Cost:      $0
                    Transportation:    $0
                    Other Cost:        $0                                             $0                     $0
Non - Local         Destination:
                    Meeting:
                    # of Staff:
                    Description:
                    Number of Days:
                    Lodging Cost:      $0
                    Transportation:    $0
                    Other Cost:        $0                                             $0                     $0
Non - Local         Destination:
                    Meeting:
                    # of Staff:
                    Description:
                    Number of Days:
                    Lodging Cost:      $0
                    Transportation:    $0
                    Other Cost:        $0                                             $0                     $0

                                                          Total Travel                $0                     $0


 8/16/20112:07 PM                                                                                      SS Travel 1106
     Subgrantee :                                                  Page 1
     Grant:                   2008 CSBG and LIHEAP
     Application:         x                          Amendment:             0

               SUPPORT SERVICE/CLIENT SERVICES NARRATIVE
     Client Service                Description                           Amount
1.   GEAP-
     Emergency
     Services                                                                      $0.00

                                                           Total                   $0.00
1.a. Discretionary:
     GEAP                                                                          $0.00



                                                           Total                   $0.00
2.   Housing

                                                                                   $0.00

                                                           Total                   $0.00
2.a. Discretionary:
     Housing                                                                       $0.00



                                                           Total                   $0.00
3.   Employment
                                                                                   $0.00



                                                           Total                   $0.00
3.a. Discretionary:
     Employment                                                                    $0.00



                                                           Total                   $0.00
4.   Self-Sufficiency -
     Child Care and                                                                $0.00
     Transportation

                                                           Total                   $0.00
4.a. Discretionary:
     Self-Sufficiency                                                              $0.00



                                                           Total                   $0.00
5.   Linkages -
     Partnerships                                                                  $0.00



                                                           Total                   $0.00

8/16/20112:07 PM                                                     Client Serv 1106
     Agency :                                                       Page 2
     Grant:                    2008 CSBG and LIHEAP
     Application:         x                           Amendment:             0

                 SUPPORT SERVICE/CLIENT SERVICES NARRATIVE
     Client Service                 Description                           Amount
5.a. Discretionary:
     Linkages -                                                                     $0.00



                                                            Total                   $0.00
6.   Health

                                                                                    $0.00

                                                            Total                   $0.00
6.a. Discretionary:
     Health                                                                         $0.00



                                                            Total                   $0.00
7.   Education

                                                                                    $0.00

                                                            Total                   $0.00
7.a. Discretionary:
     Education                                                                      $0.00



                                                            Total                   $0.00
8.   Nutrition
                                                                                    $0.00



                                                            Total                   $0.00
8.a. Discretionary:
     Nutrition                                                                      $0.00



                                                            Total                   $0.00
9.   Income
     Management
                                                                                    $0.00

                                                            Total                   $0.00
9.a. Discretionary:
     Income Mang.                                                                   $0.00


                                                            Total                   $0.00


8/16/20112:07 PM                                                      Client Serv 1106
   Agency :                                                         Page 3
   Grant:                  2008 CSBG and LIHEAP
   Application:        x                           Amendment:                0

            SUPPORT SERVICE/CLIENT SERVICES NARRATIVE
   Client Service               Description                               Amount

                                                            Total                   $0.00
   Energy Assistance
                                                                                    $0.00

                                                            Total                   $0.00
                            Total Client Services                                   $0.00
                            CSBG Client Services                                    $0.00
                            Discretionary Client Services                           $0.00




8/16/20112:07 PM                                                      Client Serv 1106
                                            Office of Economic Opportunity
                                                 Annual Equipment Budget


Date Submitted:                                                                    Grant:
                                                                          Project Activity:
Subgrantee Name:                                                            Grant Period:


                   - Items exceeding $2,500 require three competitive bids and Executive Director approval.
           - Items exceeding $10,000 require three competitive bids and Board and Executive Director approval.
                          - Procurement may not be subdivided to cirmumvent procurement requirements.
                      - OEO may request justification or documentation before the budget will be approved.

 Item #        Quantity                              Description                              Unit Price      Extended Price




                                                                            Total Equipment Budget                              $0.00




          8/16/20112:07 PM                                                                                 Annual Equip. 1106
                                        Office of Economic Opportunity (OEO)
                                      Community Action Agency Budget Approval

Grants administered by the State of South Carolina's Governor's Office of Economic Opportunity(OEO) require Community Action Agencies,
as eligible entities, comply with Section 676B of the CSBG Act assuring an appropriately constituted and well-functioning tripartite board.
Effective tripartite boards reflect and promote the unique anti-poverty leadership, action, and mobilization responsibilities assigned by law to
Community Action Agencies. Boards are responsible for assuring that agencies continue to assess and respond to the causes and condi-
tions of poverty in their community, achieve anticipated family and community outcomes, and remain administratively and fiscally sound.
The Community Services Block Grant Reauthorization Act of 1998 requires entities administer their CSBG program through tripartite boards
that "fully participate in the development, planning, implementation, and evaluation of the program to serve low-income communities."




    CFDA#                                   OEO PROGRAM                                       PROGRAM YEAR                      ALLOCATION
     93.569                                Community Services Block Grant (CSBG)
     93.568             Low Income Home Energy Assistance Program (LIHEAP)
     81.042                                Weatherization Assistance Program (WAP)

This completed form acknowledges the review of the budget and/or work plan being presented and approves program components of each grant,
including salary increases and/or new positions (employees) as represented on the budget and procurement/equipment items represented on the
budget that require approval as follows:


Salary & Wage Increases (New Positions/Employees):




Procurement:




Community Action Agency:

Date of Review and Approval:                                                                              Total # of Board Members:

Executive Director's Signature:
                                                                                                              Todays Board Members
Board Chairperson's Signature:                                                                                        in Attendance:


                       Note: Board Review is required on the Application and First Amendment budgets.




     8/16/2011                                                                                                                Budget Approval
                                    CSBG and LIHEHAP Budget Form Instructions
The Budget is complied of 4 Main Program Activity forms:

      Administration
      Case Management
      Support Services
      Summary

Program Activity: Administration
This budget form is to be utilized to budget general administrative activities that are not in direct correlation with Case Management or Support
Service functions of your agency. Generally this budget should require less funding the other Program Activi



Program Activity: Case Management
The Case Management budget will generally consist of the budget needed to support the agency staff that will coordinate and refer clients for
services. The primary budget line items will be salaries and fringes, staff travel and training, and the general
Program Activity: Support Services
The Support Services budget form is to represent direct client services. These client services are categorized based on the ROMA indicators and
energy assistance. Staff that provide direct client services such as teachers and bus drivers are the only sa



Program Activity: Summary
The Summary form’s main functions are to serve as a signature page authorizing the approval of the budget and allow the budget preparer to
reconcile the budget to the total allocation of funds. This form is linked to the Administration, Case Management a



Budget Detail Forms:
Each Program Activity budget has detail budget forms that support the figures represented on the Program Activity budget. These forms are linked
so when the detail budget forms are completed the totals are then represented on the Program Activity budget


      Salary Detail
      Merit/Cola Salary Adjustment Detail
      Travel Narrative
      Fringe Detail
      Client Services Narrative (required for the Support Services Program Activity)

Optional Required Budget Forms:

  ► Annual Equipment Budget Form (required as outlined)
  ► Community Action Agency Budget Approval Form (use as a substitute of minutes)

                            Note: The budget forms are developed in EXCEL and each form is a separate worksheet tab.

 Ask the Following Questions Before Beginning the Budget Process:
1. What is the agencies total allocation to be budgeted? Has the allocation increased or decreased and how will the agency
accommodate the change in funding?
2. Has the budget forms been revised?
3. What are the changes for the program this budget period (reporting, services, initiatives, programs, locations, staffing needs,
and assistance levels)?
4. Is the Indirect Cost Rate updated?
5. Are there any special procurement needs and will they require additional documentation, bids and approval?




                                                                             C:\Docstoc\Working\pdf\062edee8-48e4-4538-8e12-1dccf6f4c952.xls
6. Has a review of the last program year been completed to identify over/under budgeted line items that may require adjusting
in this program period?
7. Has a meeting been scheduled with staff to review program needs and outline the budget?
8. If required, has Board review been scheduled to meet the submission deadline?

Begin Completing the Budget Forms:

√    Complete Section I of the Program Activity: Administration. This section will
     automatically copy into all other worksheets.
√    Enter your agency’s Indirect Cost Rate in Section II of the Program Activity:
     Administration. This section will automatically copy into all other worksheets.
√    Complete the Salary Detail worksheets for each Program Activity. The Total Project
     Cost represented at the bottome of the worksheets will automatically copy into the
     appropriate Program Activity Budget. This is an example of how to calculate salaries:

                                                                    Salary or         %    # of Day # of Hrs.               Annual
     Position           Status               Name                  Hourly. Rate    of Time                                   Cost
Director                 FTP                 Mary                        45,896.00   2.53%                                    1,161

Sup. Clerk               PTP                  Lisa                                  7.93   90.00%                20     6       856
                             Annual Cost Formulas (45,896*2.53%) and (7.93*90%*20*6)

-   The % of Time should reflect the amount of time each position is working in the grants being budgeted
              Status :
     FTP – Full Time Position (use a salary figure)
     FTT – Full Time Temporary (use an hourly rate)
     PTP – Part Time Permanent (use an hourly rate)
     PTT – Part Time Temporary (use an hourly rate)
             *Note: Status, salaries, rates will be based on agencies employment agreements with each position

-   After Annual Cost is computed the salary can be separated to the Project Cost

                CSBG                     Discretionary                 LIHEAP
             Project Cost                Project Cost                Project Cost
                1,161


- An Annual Cost formula will need to be developed for each position listed
- Use the same calculation method for each status and budget
- Make sure each position listing the percent of time does not exceed 100%
- Keep the positions in the same order as the previously approved budgets
- If not using an Annual Salary make sure the calculation includes the correct number of working days in the year or that the
position is required to work
- When a salary increase is given list the new rate directly under the previous salary line and make sure the correct number of
days are calculated for each salary base




                                                                                 C:\Docstoc\Working\pdf\062edee8-48e4-4538-8e12-1dccf6f4c952.xls
√    Complete the Fringe Detail worksheet. Once a base and a percentage is entered the
     Project Cost will automatically calculate. This is an example of how to complete:

              Benefits                             Base               % of Salary              Project Cost
     FICA                                         9,135           X      7.65%                       699
     Workers’ Comp.                               9,135           X      2.00%                       183
     Health Insurance                             8,279           X     15.00%                     1,242
     Retirement                                   8,279           X      6.00%                       497
     Unemployment                                 7,856           X      6.10%                       479
                                                                        TOTAL                   $3,100


-  FICA base will agree with the Salary Details Project Cost for each Program Activity
-  Workers’ Comp should be the Project Cost for each Program Activity
-  Health Insurance may be calculated on actual cost or at a rate of the base salary less the staff not allowed
  insurance coverage (Temps)
- Retirement should be the employers retirement share base on applicable base
                                           st
- Unemployment base will be the 1 $7,000 of each employee's wages
- Other than FICA, percentages will vary between agencies

√    Complete the Merit/Cola Salary Adjustment Detail. This worksheet, once complete will automatically
     copy into the Program Activity budget sheet. This sheet was developed to allow agencies to establish
     salary increases at the beginning of the budget period for planning purposes. Once the salary increases
     are approved the agencies are authorized to put the adjustments into effect. This worksheet is basically
     optional since agencies are allowed to adjust salaries when the actual allocations are processed. Many
     agencies wait to announce salary increases after the full funding for the budget period is known.
     The worksheet is completed much like the Salary Detail worksheets except for the following:

                         MERIT/COLA SALARY ADJUSTMENTS FRINGE BENEFITS DETAILED
 Benefits          CSBG Base Discretion.        LIHEAP Base           % of Salary   CSBG       Discretion.    LIHEAP
FICA                                                              X                        0                           0
Worker's Comp.             0           0                      0   X                                                    0
Retirement                 0           0                      0   X                                                    0
Unemployment                                                      X                                                    0
Indirect Cost                                                     X                        0                           0
                                                                         TOTAL         $0              $0              0



 Most often Unemployment will not need to be calculated unless a new position is being budgeted and the 1 st $7,000 of salary
per new employee will need to apply to the unemployment base
 Indirect Cost will need to be applied to properly represent the total cost
 Once Project Cost, Base Salary figures and percentages are entered, the worksheet will calculate and automatically copy to
the Program Activity budget form
 The Total Merit/Cola Cost includes salaries and the corresponding fringes

√    Complete the Travel Narrative worksheet for each Program Activity. The totals will
     automatically copy to the Program Activity budgets. The following is an example:




                                                                          C:\Docstoc\Working\pdf\062edee8-48e4-4538-8e12-1dccf6f4c952.xls
         Type                                    Description                                      CSBG                 Discretionary
Local
                     CSBG Staff mileage reimbursement @ 34.5 cent per mile
                                                                                                         $1,209
                                                                                                         $1,209                        $0
Non - Local          Destination:               Myrtle Beach
                     Meeting:                   SCASHA
                     # of Staff:                4
                     Description:               Annual Conference
                     Number of Days:            5
                     Lodging Cost:              $1,910
                     Transportation:            $50                                                      $3,085
                     Other Cost:                $1,125                                                   $3,085                        $0


√       Complete the Support Service/Client Services Narrative worksheet. Totals on this worksheet will
        automatically copy to the Support Services Program Activity budget. A detailed narrative will be
        provided for each Client Service based on the following ROMA service area: Emergency Services (GEAP)
        Housing, Employment, Self-Sufficiency, Linkages, Health, Education, Nutrition and Income Management.
        The following is an example of a detailed narrative:

    1 GEAP-          Colleton County                                                                               $16,500.00
        Emergency    Hampton County                                                                                 $8,500.00
        Services     Assistance up to $1,000 per household for low-income residents to
                     include: utilities, rent, medical, and transportation cost related to
                     employment.
                                                                                                Total              $25,000.00


        Energy       Colleton County                                                                              $130,571.00
        Assistance   Hampton County                                                                                $67,264.00
                     ECIP at a max. of $700 and Direct Energy Assistance at a max. $370
                     for a max. annual household assistance of $1,070
                                                                                                Total             $197,835.00

Finalizing the Budget Forms:


Once all the major components of the budget are completed it may be a good time to go to the Summary
Budget Form and compare the amount you have budgeted to the total allocation to reconcile and see how
much funding is left to be budgeted. Once this figu

√       There are no budget worksheets detailing Operational or Contractual budget line items
        on the Program Activity budget forms. A description of the expenditures included in this
        budget will be required and the amount will be compared to the historical expenditures of
        each agency. All procurement is to follow guidelines and additional information may be
        requested. The following are examples of descriptions:

*Operational Expenditures          Utilities, Maintenance and Repairs, Supplies, Postage, Insurance, Staff Training costs and other direct program
                                   cost


*Contractual Services              Contract 3 Temporary position with Snelling Temp Agency




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√     Complete the Annual Equipment Budget Form for each Program Activity budget that has equipment
      purchases represented.

   Review procedural guidance to establish the equipment threshold
   Remember that all technology is to be listed on the form
   Attach specifications for IT review (to confirm compatibility with ROMA)
   Attach bids (3) when required for procurement
   Make sure to get correct approvals based on procurement procedures

√     Complete an Energy Counseling justification. Energy Counseling is allowed by using the TANF
      definition of Administration. Cost associated with salaries for activities related to case-management and
      counseling clients on energy efficiency measures (non-administrative) may be charged under the Energy
      Counseling component of LIHEAP funding. Agencies will determine the percentage of time an intake worker's
      time is spent on case-management services and a percentage of time spent on determining eligibility. The
      percentage of time spent on determining eligibility must remain in regular LIHEAP Administrative costs.
      Salaries budgeted in Energy Counseling will not exceed the justification provided. The following chart will help
      develop the justification for the percentage of time allowable:

                        Note: Indirect Cost for Energy Counseling automatically calculates on the Program Activity budget for Administration

                                                          CHART OF COST CATEGORIES /ACTIVITIES
Below is a chart that lists some typical activities regarding LIHEAP. This chart may be used to help determine what functions an intake worker can be considered case-
                                            management (Non-Administrative) or eligibility (Administrative) budgetary activities.

                        Cost Categories (Activities)               Non-Administrative            (Case-        Administrative (Eligibility)
                                                                             Management)
        (Intake Worker)
      Take information for applications and counseling on energy                    X
      efficiency measures
      Review applications (screening for acceptability)                             X
      Income Eligibility Determination                                                                                      X
      Filing applications                                                                                                   X
      Data-processing of applications                                                                                       X
      Verify county balances                                                                                                X
      Answering telephone inquiries                                                 X
      Assessing needs of office visitors                                            X
      Meeting with community groups                                                 X
      Referring to other programs                                                   X
      Working with vendor on payment plan                                           X
      Budget counseling                                                             X
       (Fiscal Staff)
      Prepare vendor voucher                                                                                                X
      Pay for audit                                                                                                         X
       (LIHEAP Director)
      Planning and coordination                                                                                             X
      Verifying data-processing of applications                                                                             X




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Additional Information Regarding the Budget Forms:

All budget form worksheets are protected. If you need additional space or are having trouble with a format, etc., please email
the form to OEO and outline the problem. A correction will be made and the form will be returned by email.

Most agencies will use the Program Activity budget for Administration to budget LIHEAP Administration only.
The budget forms are color coded. Please submit the hard copy printed from a color printer.
Use the Summary worksheet as a tool to balance the budget to the allocations.

   Completed Budget Checklist:

     Does the budget represent the total agency allocation by funding component?
     (GEAP, Discretionary, Admin., Energy Counseling, Energy Assistance, etc.)

     Does the Minutes or Board Approval form document: correct allocations, salary and position
     adjustments, required procurement and signatures?

     Is the correct Indirect Cost agreement represented? (If rate changed, provide a copy of the new
     agreement)

     Is an Annual Equipment form needed? If so, are bids, specifications and justifications attached?

     Is the Energy Counseling justification provided?

     Are narratives properly detailed?

     Is the travel narratives reflecting cost that are directly related to program outcomes and properly
     detailed?

     Is Section I – Identification properly completed?

     Is the budget signed and dated?




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Description: Temp Agency and Client Contract document sample