Budget, Budget Narrative, and Sustainability Plan

Post your Budget, Budget Narrative, and Sustainability Plan. Include a brief description of your project to provide context to your colleagues.

 

Discussion Example:

 

Program Description

 

“Thrills on Wheels” is a proposed transportation project designed to support the needs of the elderly and aging populations in the state of North Carolina.  The service will provide transport to dining, movies, shopping, and fitness centers in addition to medical related appointments.  The overall goal of the program is to maintain and improve the quality of life for community members considered aging and elderly.  Current research indicates that seniors who maintain active social engagements have improved cognitive functioning and lower incidences of depression (An Active Social Life Associated with Well-Being in Life, (n.d.).  A recreational transportation service would support the transportation needs of the elderly and aging communities by providing safe and reliable transportation to the target group.

Discussion Example:

 

Program Description

 

“Thrills on Wheels” is a proposed transportation project designed to support the needs of the elderly and aging populations in the state of North Carolina.  The service will provide transport to dining, movies, shopping, and fitness centers in addition to medical related appointments.  The overall goal of the program is to maintain and improve the quality of life for community members considered aging and elderly.  Current research indicates that seniors who maintain active social engagements have improved cognitive functioning and lower incidences of depression (An Active Social Life Associated with Well-Being in Life, (n.d.).  A recreational transportation service would support the transportation needs of the elderly and aging communities by providing safe and reliable transportation to the target group.

 

 

 

Proposed Budget

Personnel and Non-Personnel Resources Projected Expense
Project Manager $25,000.00
Office Equipment (Printer, Fax Machine, Computer, Copier) $4500.00 (One-time cost)
Administrative Assistant $15,000.00
Full-time Driver $15,000.00
Public Relations Officer $7,500.00
Passenger Van $15,000.00 (One-time cost)
Office Space $500.00/monthly x 12 months = $6,000 total
Internet and Telephone Service $70.00/monthly x 12 months= $840 total

Requested Funding Amount:  $88,840

Budget Narrative

The budget narrative is an important component of a grant proposal and should include an accurate description of the items listed in the budget details (Ward, 2012).

Salaries (Personnel Resources)

  • Program Director:  $25,000/year @100%=$25,000.  Responsible for overseeing the daily operations of the program.  The annual salary of $25,000 will cover the first 12 months of the program.
  • Administrative Assistant:  $15,000/year @100%=$15,000.  Responsible for general administrative duties that include: scheduling and cancelling transportation appointments.  The annual salary of $15,000 will cover the first 12 months of the program.
  • Full-time Driver:  $15,000/year @ 100%=$15,000.  Responsible for transporting clients to and from recreational and medical related appointments.  The annual salary of $15,000 will cover the first 12 months of the program.
  • Part-time Public Relations Officer:  $7,500/year @ 100%=$7,500.  Responsible for organizing promotional events and advertising products and available services.  The annual salary of $7, 500 will cover the first 12 months of the project.

Cost of Space and Equipment (Non-Personnel Resources)

  • Passenger Van:   $15,000 This is a one-time cost.  The passenger van will be used to transport clients to and from recreational and medical related appointments.
  • Office Space:   $500/monthly x 12 months=$6,000/yearly.  The office space will serve as the sole location for conducting daily operations of the transportation service.
  • Office Equipment:  $4500.00.  This is a one-time cost and will include the purchase of a copier, fax, and two computers to be used to manage and perform daily operations.
  • Office Supplies:  $200.00 monthly.  This amount will be allotted monthly to purchase general office supplies: paper, toner, files. Etc.
  • Internet and Telephone Service:  $70.00/monthly x 12 months= $840/yearly.  These services will be utilized to conduct daily operations of the transportation service.

Sustainability

Grant funders want to know that the program is worthwhile and a sustainability plan provides valuable information to funders about how the program will be maintained (Hansen, 2014).  The “Thrills on Wheels” transportation program will be maintained primarily by providing a fee for service transportation service and utilizing a major gifts program that will solicit monies from interested parties.     

                                                                       References

An Active Social Life Associated With Well-Being in Life. (n.d.). PsycEXTRA Dataset. doi:10.1037/e503032016-001

Hansen, M., (2014). The five elements of an effective sustainability plan for grants

      The Grant helpers.com. Retrieved from http://www.thegranthelper.com/blog/bid204687/the- 

      five-Key-elements-of-an-effective-sustainability-plan-for-grants

.Ward,D. (2012). Writing grants proposals that win (4th ed). Burlington, MA: Jones & Bartlett Learning

 

REFERENCES FOR DISCUSSION TO USE

 

North Carolina Division of Aging and Adult Services
Adult Day Services Daily Cost Computation Worksheet  c:732Aadsdailyrate.xls
Lonnie’s Heart Of Hope Adult Day Program
County:   Pasquotank
Current Budget Period:   July 1, 2016  through  June 30, 2017
Do not include any client transportation costs such as
drivers, fuel, vehicle maintenance, etc. Adult Day
Grand Adult Health
  Projected Line Item Expense Total Day Care Care
 Staff Salary 98,940.00 98,940 ///////////////
0
0
0
0
A.  Subtotal, Staff Salary 0 0 0
 Fringe Benefits /////////////// /////////////// ///////////////
  1)  FICA 0
  2)  Health Ins. 0
  3)  Retirement 0
  4)  Unemployment Insurance 0
  5)  Worker’s Compensation 0
  6)  Long Term Disability 0
  7)  Dental Insurance 0
  8)  Life Insurance 0
  9)  Other 0
B.  Subtotal, Fringe Benefits 0 0 0
  Staff Travel ////////////// /////////////// ///////////////
  1) Lodging and Meals 0
  2) Mileage Reimbursement 0
  3) Commercial Transportation 0
  4) Other Travel Cost: 0
C.  Subtotal, Staff Travel 0 0 0
 Other Operating Expenses //////////////// /////////////// ///////////////
  1)  Rent 21,600 21,600
  2)  Telephone 2,400 2,400
  3)  Postage/Shipping 500 500
  4)  Printing/Publications 300 300
  5)  Copying 200 200
  6)  Equipment Rental 0
  7)  Equipment Purchase/Depreciation 0
  8)  Equipment Maintenance 0
  9)  Contracted Labor 0
10)  Activity/Program Supplies 3,600 3,600
11)  Office Supplies 3,600 3,600
12)  Conference Registration 0
13)  Auto Liability Insurance 0
14)  Client Meals 4,800 4,800
15)  Advertising 600 600
16)  Employee Recruitment 0
17)  Other: Utilities 3,600 3,600
18)  Other: Building Insurance 119,240 119,240
D.  Subtotal, Other Operating Expenses 160,440 160,440 0
E.  Grand Total, Expenses 259,380 259,380 0
F.  Total Projected Service Days 240 240
G. Projected Average Daily Participation 86 86
H.  Daily Cost Per Client  (E divided by F, divided by G) 35 12.57 #DIV/0!
North Carolina Division of Aging and Adult Services
Adult Day Services Client Transportation Worksheet  c:732Aadsdailyrate.xls
Provider: Lonnie’s Heart of Hope Adult Day Program
County:   Pasquotank
Current Budget Period   July 1, 2016   through  June 30, 2017
Adult Day
Grand Adult Health
Total Day Care Care
A.  Total Projected Client Transportation Costs 0 0
B.  Total Projected Service Days 0 0
C.  Average Daily Participation Utilizing Transportation 0 0
D.  Average Daily Cost of Round Trip Per Client* 0 0.00
*  A divided by B, divided by C
Grand Total: Daily Care Expenses + Projected Client
                     Transportation Costs 259,340.00 259,340.00 0.00
           Total Projected Revenues 722,400 722,400
732a-ADS Daily Rate Sheet

Last Updated on May 4, 2019 by