Spreadsheet: 00d918fa-4f64-453d-b01d-86dbd8cd0e99
Sheet: BUDGET INSTRUCTIONS

Budget Instructions
General Instructions
- | Please copy this file to your hard drive before making any edits. Do not make any changes to this template.
- | Complete only highlighted areas.  All other areas are formula driven and are template protected.  Data should only be entered on the "Budget Details" tab.
- | Rows should not be deleted (even if a particular category is not being used).  If additional rows are needed, please contact the Division of Contracts to unprotect this template.
- | If additional columns are needed, please use the budget template for "Multiple Funding Sources."
- | Tabs are provided to input data for up to 5 separate budget years.  For agreements with multiple years, fill in the budget details for each applicable year.  For the original base document, the Budget Details, accompanying Budget Summary and Summary-Overall should be printed for submission.
- | This template can also be used for amendments.  When preparing an amendment, start with the original budget information already completed and add the amendment changes within the budget category, directly below the original information.   Please indicate the Amendment Type and Number in the appropriate column heading and update the Appendix C reference to indicate the amendment number.   For amendments, the Budget Details and accompanying Budget Summary should be printed for submission.
Budget Details - Personnel Services
- | Complete all highlighted areas.
- | List all personnel to be funded, the hourly rate and number of hours.  This calculation will automatically appear under Total Budget.
- | Complete the amount of costs associated to either the Original Budget or to an Amendment, as applicable.  The amount must equal the "Total Budget", otherwise an ERROR message will reflect on the Summary Page.
- | Once all personnel costs are completed under Staff Personnel, each staff identified and their full project costs will also automatically appear under [NAME].  [NAME] the benefit rate for each staff identified.  The Full Project Costs will automatically calculate.
- | Complete the amount of costs associated to either the Original Budget or to an Amendment, as applicable.  The amount must equal the "Total Budget", otherwise an ERROR message will reflect on the Summary Page.
- | Identify the fringe rate and specific benefits included in the rate.
Budget Details - Consultants Services
- | List consultants to be funded, the hourly rate and number of hours.  This calculation will automatically appear under Total Budget.
- | Complete the amount of costs associated to either the Original Budget or to an Amendment, as applicable.  The amount must equal the "Total Budget", otherwise an ERROR message will reflect on the Summary Page.
Budget Details - SubContract Services
- | Identify services or subcontractors.
- | Complete costs associated to the Original Budget or to an Amendment.  The Total Budget costs will automatically calculate.
Budget Details - Patient Services
- | Identify services.
- | Complete costs associated to the Original Budget or to an Amendment.  The Total Budget costs will automatically calculate.
Budget Details - Equipment
- | Identify equipment, the quantity and unit cost.  (Use this category for equipment that is $5,000/unit or greater.)  This calculation will automatically appear under Total Budget.
- | Complete the amount of costs associated to either the Original Budget or to an Amendment, as applicable.  The amount must equal the "Total Budget", otherwise an ERROR message will reflect on the Summary Page.
Budget Details - Supplies
- | Identify supplies (in general terms).
- | Complete costs associated to the Original Budget or to an Amendment.  The Total Budget costs will automatically calculate.
Budget Details - Travel
- | Identify travel.  Ensure costs are at approved rates as identified in the incorporated document for Commonwealth Travel and Subsistence Rates
- | Complete costs associated to the Original Budget or to an Amendment.  The Total Budget costs will automatically calculate.
Budget Details - Other Costs
- | Identify other costs.  (Indirect costs, if applicable, should be reflected under this category.)
- | Complete costs associated to the Original Budget or to an Amendment.  The Total Budget costs will automatically calculate.
Budget Details - Total
- | Totals calculate automatically.
Summary
- | All areas are formula driven and password protected.  No entry is required on this page.
Summary - Overall
- | Most areas are formula driven and password protected.  Data entry is only required to reflect the total project period.