The Robert Wood Johnson Foundatdion
Grant Budget Revision Guidelines
ATTACHMENT B
Revisions to your approved grant budget must be requested when
changes in your grant project result in the need for additional
line items, and/or you anticipate spending in excess of the approved
budget categories by more than 5 percent. These categories include
Personnel, Other Direct Costs, Equipment, and Consultant/Contractual
Agreements. The guidelines that follow will assist you in preparing
your budget revision. If you have any questions, please contact
the Financial Monitoring Office at (609) 243-5851.
Your budget revision request should include a NARRATIVE
describing those line items you are requesting a change. A LINE-ITEM
BUDGET should be submitted in a format that displays your entire
original budget for that period and your requested changes. Please
be sure to identify the budget period and illustrate your reallocation
as demonstrated below. In addition, you should include a narrative
that explains how the revised budget item(s) relate to the project,
why the change(s) are needed, and how the proposed amount(s) were
determined. If any element of a contract has changed, including
the dates, dollars, or deliverables from that previously approved,
the following revised information is required: a copy of the contract
amendment; or a fact sheet outlining and explaining what elements
have changed.
Grantee: Community Health Coalition Grant #12345
BUDGET PERIOD - January 1, 1995 through December 31, 1995
| Line Items |
Approved Amount |
Revision Request |
Proposed Budget |
Expenses Incurred (to date) |
| PERSONNEL |
|
|
|
|
| Project Director |
40,000 |
-3,000 |
37,000 |
9,250 |
| Case Manager |
0 |
25,000 |
25,000 |
0 |
| Secretary |
25,000 |
0 |
25,000 |
3,000 |
| OTHER DIRECT COSTS |
|
|
|
|
| Duplicating |
2,500 |
-1,500 |
1,000 |
750 |
| Supplies |
1,000 |
0 |
1,000 |
250 |
| Marketing |
8,000 |
-3,500 |
4,500 |
2,500 |
| Travel |
7,000 |
-5,000 |
2,000 |
0 |
| CONSULTANT/CONTRACTUAL AGREEMENTS |
|
|
|
|
| XYZ Corp. |
40,000 |
-12,000 |
28,000 |
28,000 |
| Health Care Corp. |
5,000 |
0 |
5,000 |
0 |
| TOTAL |
128,500 |
0 |
128,500 |
43,750 |
THE FOLLOWING POINTS WILL ASSIST YOU IN DEVELOPING YOUR
REVISION.
1. Submit your revision in a format that displays your entire
budget and your requested changes
. 2. Line items for which expenses have been incurred cannot be
deleted from your budget. The line item must state the actual expenses
incurred as of the date of the revision.
3. Any addition or deletion of approved items should be explained
in your budget narrative.
4. Budget revisions may require recalculation of the amount approved
for indirect costs.
5. Revisions to personnel line items may change the approved amount
for fringe benefits. The proposed fringe benefit amount should be
recalculated and stated in the narrative section.
6. In some circumstances, a minor revision of your budget can be
requested over the telephone. This method of approval is generally
related to revisions in the "Other Direct Costs" category.
Back to Budget Guidelines
