CBA Budget DevelopmentPreparing your final budget for

submission

Debra Robinson, DirectorMRC Project

January 2013

Introduction

In today’s session we will:• Cover how to incorporate the feedback your received

about your budget revisions in your Notice of Award (NOA)• Review each “SECTION” of the budget worksheet• Review each column and describe what kind of information

should be included.• Identify common problems with budget submission and

provide proper guidance.• Provide you an opportunity for Q&A at the close of each

section.

January 2013

SECTION 1-Administrative Costs and Fees

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SECTION 1 Examples

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What you cannot include in your funding request in Section 1

• Standard Overhead (Direct Charges/Rates) Cannot include any kind of “overhead” charges. Examples: Office Rental Charges, Fixed

percentage (%) of building rent, electric, phones, copiers, etc.

What can you do?• Talk with your housing/sponsoring agency about the limitations of the

funding source. Let them know that overhead is not an allowable expense. They can help you find alternate ways to address those kinds of costs.

• Procure the physical assets that it takes for your to administrate your program. Examples: Copiers, copy paper, printer cartridges, phones, cell phones, computers, etc. These charges however, belong in Section 4, not Section 1.

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Questions?

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SECTION 2-Professional Service Fees

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Questions?

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SECTION 3-Facilities, Rentals and AV

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Questions?

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SECTION 4-Uniforms, Equipment, Resource/Sundry

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Questions?

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SECTION 5-Training & Exercises

Section 5 should include costs for T&E that is not covered within the other areas. In most cases, the costs should be covered in one of the other sections, but there may be some cost that does not clearly fit into one of the other sections.

Examples: If you are hiring consultants, controllers, simcell, or other exercise support staff could all be covered in the Section 2-Professional Services.

Equipment rentals of any kind needed to support an exercise or training activity should go into Section 3-Facilitiees, Rentals and AV

Travel and housing needs to support the exercise would be included in Section 6-Travel/Transportation

*FOOD & Beverages are not allowable expenses in this funding source, seek sponsors, donations or use other sources of funding to cover those expenses

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Questions?

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SECTION 6-Travel/Transportation Services

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Questions?

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SECTION 7-Awards, Recruitment, and Marketing

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The Rules Have Changed

• November 20, 2009 Executive Order 13520-Reducing Improper Payments and Eliminating Waste in Federal Programs Was released.

o Eliminate Waste, Fraud and abuse funds• November 09, 2011 added

o Promote Efficient Spending › Reduction/Elimination of expenses for:

­ Travel and Conferences ­ Food & Beverage ­ Stop Swag (Promotional Handouts)

January 2013

Questions?