Budget Narrative and Spreadsheet

Budget Narrative Instructions: Provide revenue and expense explanations only for the portion of funding requested from Foundation.

Double click on each table to convert into an EXCEL spreadsheet. Insert requested funding and the totals will automatically calculate. Insert rows or columns as needed.

For multi-year grants, provide detail for each year.

Items must be fully explained by line item using a narrative format as outlined beginning on page 2 below.

The line item totals in the Budget Narrative must equal the line item totals on the Budget Spreadsheet.

Refer to Budget Tips throughout this document for developing a budget related to the project timeline.

See page 5 for Budget Spreadsheet Instructions.

Templates begin on next page. 2 This document is the budget template. Delete instructions, examples and tips. Budget Tip: This document is the budget narrative template. Delete instructions, examples and tips.

Organization Name Budget Narrative

Revenue List any type of new revenue (e.g., fee-for-service, client fees, etc.) that will be received as a direct result of MFH funding of this project. Do not enter MFH funding of this project as a new revenue line item. New revenue will reduce total project cost and result in lower net project cost. Net project cost will be the amount considered for funding.

Clinic fees: 1,000 patient visits x $25 average payment per visit = $25,000 Total Revenue: $25,000 (Year 1)

Double click on the table to insert numbers. It will automatically calculate. Add or delete rows or columns as needed.

Revenue Year 1 Year 2 Year 3 Year 4 Total Clinic Fees $ 25,000 $ - $ - $ - $ 25,000

Total Revenue $ 25,000 $ - $ - $ - $ 25,000

Budget Explanation: Provide explanation for the estimated revenue.

Expense Salary: Salary expense is for project-related staff employed by applicant organization (consulting/contracted services are listed in a separate line item). State the title, name (if known), annual salary, full time equivalency (FTE) to this project. For multi-year grants, provide detail for each year.

Budget Tip: Are the positions to be hired? If so, does the FTE need to be adjusted to allow for recruitment time?

Double click on the table to insert numbers. It will automatically calculate. Add or delete rows or columns as needed. Annual Position Salary FTE Year 1 Year 2 Year 3 Year 4 Total Title (name) $ 30,000 0.40 $ 12,000 $ - $ - $ 12,000 Title (name) $ - $ - $ - $ - $ - Title (name) $ - $ - $ - $ - $ - Total Budget $ 30,000 $ 12,000 $ - $ - $ - $ 12,000

3 This document is the budget template. Delete instructions, examples and tips. Budget Explanation: Provide a brief description of each position and how it relates to the project.

Benefits and Payroll Taxes*: For each employee supported with Foundation funds, benefits and payroll taxes may only be requested for:  federal, state and local taxes  health, life, and disability insurance related only to the project staff  retirement related only to the Foundation funded employee**

*Foundation reserves the right to request further information and the right to include benefits at rates deemed reasonable.

**Do not include retiree benefits other than 401(k), 403(b) or pension.

Double click on the table to insert numbers. It will automatically calculate. Add or delete rows or columns as needed. Annual Position Salary FTE Rate Year 1 Year 2 Year 3 Year 4 Total Title (name) $ 30,000 0.4 0.320 $ 3,840 $ - $ - $ - $ 3,840 Title (name) $ - $ - $ - $ - $ - Title (name) $ - $ - $ - $ - $ - Total Budget $ 30,000 $ 3,840 $ - $ - $ - $ 3,840

Consulting/Contracted Services: Describe in detail the consulting/contracted services (not employed by applicant organization), including estimated hours, hourly rate, travel or other related direct expenses. For multi-year grants, provide detail for each year. Note: Consulting/Contracted Services funded for this project must adhere to Foundation budget guidelines.

Evaluation consultant: Professional Fees: 100 hours x $40 per hour = $4,000 Mileage: 500 miles x $0.54 per mile = $270 Hotel: $125 per night x 2 nights x 1 staff = $250 Meals: $50 per day x 2 days x 1 staff = $100 Total = $4,620 (Year 1)

Budget Tip: Consider actual timeline for services to be provided (i.e., first half, second half of the year or the entire year).

Double click on the table to insert numbers. It will automatically calculate. Add or delete rows or columns as needed. Consulting/ Contracted Services Year 1 Year 2 Year 3 Year 4 Total Evaluation Consultant $ 4,620 $ - $ - $ - $ 4,620 $ - Total Budget $ 4,620 $ - $ - $ - $ 4,620 Note: A proposal or contract for consulting/contracted services greater than $10,000 must be provided. 4 This document is the budget template. Delete instructions, examples and tips. Budget Explanation: Explain the benefit of the contractor/consultant to the project including scope of services and fee detail if no proposal or contract is provided.

Equipment: List item quantity and cost. For multi-year grants, provide detail for each year.

Equipment Q uantity Unit Cost Year 1 Year 2 Year 3 Year 4 Total Item description $ - $ - $ - Item description $ - $ - $ - Total $ - $ - $ - $ - $ - Note: A vendor quote for equipment or construction greater than $10,000 must be attached.

Budget Explanation: Provide a brief description of each item, how it relates to the project and when it is expected to be purchased.

Travel: Explain how travel costs are calculated. For multi-year grants, provide detail for each year. Note: Include travel for project staff only. Travel funded for this project must adhere to Foundation travel policy which includes coach airfare, per diem and standard mileage not to exceed established federal rates.

Local Travel: 50 weeks x 2 trips per week x 20 miles per trip x $0.54 per mile = $1,080. Total = $1,080 (Year 1

Conference Travel (name conference, city and dates, if known): Hotel: $150 per night x 2 nights = $300 Airfare: $250 per roundtrip x 1 trip = $250 Registration: $250 registration fee x 1 staff = $250 Per Diem: $51 per day x 3 days= $150 Total: $950 (Year 1)

Travel Year 1 Year 2 Year 3 Year 4 Total Local Travel $ 1,080 $ - $ - $ - $ 1,080 Conference $ 950 $ - $ - $ - $ 950 Total $ 2,030 $ - $ - $ - $ 2,030 Budget Explanation: Provide an explanation for travel and rationale for attending conferences related to the project, if applicable.

5 This document is the budget template. Delete instructions, examples and tips. Other Direct Expense: Describe in detail any other type of direct expense related to the project not specifically listed above (e.g., supplies, printing, trainings/meetings, etc.) and explain how the costs are calculated. For multi-year grants, provide detail for each year. Printing/Supplies: 5,000 brochures x $0.50 per brochure = $2,500 Medical supplies for 2,500 patients at $2.00 per patient = $5,000

Budget Tip: Will the expenses be incurred throughout the project or related to a specific activity?

O ther D irect Year 1 Year 2 Year 3 Year 4 Total Printing/ Supplies $ 7,500 $ - $ - $ - $ 7,500 Total $ 7,500 $ - $ - $ - $ 7,500 Budget Explanation: Provide an explanation for each item being requested and how it benefits the project.

Indirect Expense: Indirect expenses are general organizational expenses such as executive management project time, finance, grants management, human resources or other support services, occupancy, liability insurance, utilities, facility maintenance, etc. that support the project but costs are not specifically identified.

The Foundation allows indirect expenses up to a maximum of 15% of total compensation expense (includes salary and benefits & payroll taxes).

State the percentage of indirect expenses and show the calculation as follows: Indirect expense rate of 15%

Double click on the table to insert requested funding and the totals will automatically calculate. Add rows as needed. Indirect Indirect Expense Total Rate Year 1 Year 2 Year 3 Year 4 Total Compensation Year 1 $ 15,840 0.15 $ 2,376 $ 2,376 Compensation Year 2 $ - $ - Compensation Year 3 $ - $ - Compensation Year 4 $ - $ - Total $ 2,376 $ - $ - $ 2,376

No Budget Explanation necessary

6 This document is the budget template. Delete instructions, examples and tips. Budget Spreadsheet Instructions The Budget Spreadsheet (embedded below) contains two sides: Left side – Total Project Budget – contains project revenue and expense from all sources, Right side – Funding Requested from Foundation.

The line item totals in the Budget Narrative must equal the line item totals on the Budget Spreadsheet.

The net project cost on the ‘Foundation’ side should not be greater than the net project cost on the ‘Total Project’ side.

Hide unneeded columns.

7 This document is the budget template. Delete instructions, examples and tips. O rganization: Project Title: Reference # : TO TAL PRO JECT BUD GET REQ UESTED FRO M MFH

Year 1 Year 2 Year 3 Year 4 Total Year 1 Year 2 Year 3 Year 4 Total

N et Revenue Enter Type of Revenue 0 0 0 0 0 0 0 0 0 0 Total Net Revenue 0 0 0 0 0 0 0 0 0 0

Expense Salary 0 0 0 0 0 0 0 0 0 0 Benefits & Payroll Taxes 0 0 0 0 0 0 0 0 0 0 Total Compensation 0 0 0 0 0 0 0 0 0 0

Consulting/ Contracted Services 0 0 0 0 0 0 0 0 0 0 Equipment 0 0 0 0 0 0 0 0 0 0 Travel 0 0 0 0 0 0 0 0 0 0 Other Direct Expense 0 0 0 0 0 0 0 0 0 0 Sub-total 0 0 0 0 0 0 0 0 0 0

Indirect Expense 0 0 0 0 0 0 0 0 0 0

Total Expense 0 0 0 0 0 0 0 0 0 0

Net Project Cost 0 0 0 0 0 0 0 0 0 0