1. Page 1 Budgeting for an Earmark Proposal

2. Page 2 Excel Workbook

3. Page 3 Excel Workbook: Personnel Tab

4. Page 4 Budget Information   Management Tool – reevaluate regularly  Funds Requested matches Earmark $  Match not required  Budget Worksheets available in Excel   

5. Budget Information S EE P ROPOSAL G UIDE, S ECTION 6, for detailed instructions and examples. Page 5

6. Page 6 Category 1: Personnel  Titles must match proposal  May have identical positions at different pay or amount of hours  Indicates additional resources not included in budget  Salaries consistent with organization or local pay scale  Months may vary depending on work plan  TOTAL carried to Budget Summary      

7. Category 1: Personnel Page 7

8. Page 8 Category 2: Fringe Benefits  Fringe Benefit %  Benefits Included Special instructions: State the fringe benefit percentage and insert the percentage in Line 2 of the Budget Summary by Categories. Indicate what benefits are provided.

9. Category 2: Fringe Benefits Page 9 Type of BenefitCost Total Fringe Benefits

10. Page 10 ItemStaff PersonAmountDays/MileageCost Trip 1: Staff Training in Case Management Roundtrip airfare from Chicago, IL to Philadelphia, PA. Case Manager$200 Per DiemCase Manager$554$220 LodgingCase Manager$1263$378 Transportation to/from hotelCase Manager$40 TOTAL TRAVEL$838 Category 3: Travel  Formulas in Excel  Other travel costs may include mileage, meals & incidentals, or parking  

11. Category 3: Travel Page 11 ItemStaff PersonAmountDays/MileageCost TOTAL TRAVEL

12. Page 12 Category 4: Equipment   Write explanation that serves as narrative  Nonexpendable, useful life of more than one year, per unit cost of $5,000 or more 

13. Category 4: Equipment Page 13

14. Page 14 Category 5: Supplies  Narrative information – includes basis of cost  Less than $5,000 – item is a supply  Changes are projected   

15. Category 5: Supplies Page 15

16. Page 16 Category 6: Contractual  Other examples of contractual costs are: consultant fees sub-agreements for maintenance or service contracts subcontracts/grants for program services such as evaluation or technical training DescriptionContracted Amount Customized Training Curriculum$20,000 Copier Service Contract$4,000 TOTAL CONTRACTUAL$24,000 

17. Category 6: Contractual Page 17 DescriptionContracted Amount TOTAL CONTRACTUAL

18. Page 18 DescriptionUnit Cost # Units/ Months Total Facilities: The rent for the facilities is based on 2200 square feet of office space used for staff offices and classroom training. $1,20024$28,800 Utilities: Projected charges for electric, gas and water.$50024$12,000 Leased Equipment: 1 Xerox 5845C High Speed Copier$12524$3,000 Telephone and internet cable services: This includes telephone and internet cable hook-up for 4 staff persons and 2 instructors. The estimate is based on the basic service rate of $45.00 per line per month. $45144$6,480 Child care services budgeted at $250 per participant$25070$17,500 Transportation costs including gas vouchers, bus tickets, etc. $2570$1,750 TOTAL OTHER$69,530 Category 7: Other  Items do not fit in other categories – all direct costs not clearly covered by Categories 1 through 6  Lease costs must be less than purchase costs over the life of the contract  

19. DescriptionUnit Cost # Units/ Months Total TOTAL OTHER Category 7: Other Page 19

20. Page 20 Category 9: Indirect Cost  Rate:  Amount:  Basis: Special instructions: State the Indirect Cost rate and insert the rate in Line 9 of the Budget Summary by Categories.

21. Page 21 Category 10: Training Cost/Stipends  Support services included in this cost category 

22. Category 10: Training Cost/Stipends Page 22

23. Page 23 Budget Information   Management Tool – reevaluate regularly  Funds Requested matches Earmark $  Match not required  Budget Worksheets available in Excel   