This sample budget narrative shows what your fiscal year (FY) 2025 Budget Period Progress Report (BPR) budget could look like.
What to do
You must:
- Detail your costs for the remainder of the FY24 budget period and upcoming FY25 budget period
- Include a table to show the staff who you will pay with federal funds
- Align with your SF-424A: Budget Information Form and Form 3: Income Analysis
Jump to:
Revenue
(Ensure totals match the information you provided in the SF-424A and Form 3: Income Analysis)
| REVENUE | Federal Request | Non-Federal Resources | Total |
|---|---|---|---|
| BPR FUNDING REQUEST | |||
| APPLICANT ORGANIZATION | |||
| STATE FUNDS | |||
| LOCAL FUNDS | |||
| OTHER SUPPORT | |||
| PROGRAM INCOME (fees, third-party reimbursements, and payments generated from the projected delivery of services) | |||
| TOTAL REVENUE |
Expenses
Ensure object class totals match those in Section B of the SF-424A.
Personnel
Include budget details for each staff position as seen in the Personnel Justification sample.
| Object Class Category | Federal Request | Non-Federal Resources | Total |
|---|---|---|---|
| ADMINISTRATION STAFF | |||
| MEDICAL STAFF | |||
| DENTAL STAFF | |||
| BEHAVIORAL HEALTH STAFF | |||
| MENTAL HEALTH SERVICES STAFF | |||
| SUBSTANCE USE DISORDER SERVICES STAFF | |||
| VISION SERVICES STAFF | |||
| ENABLING STAFF | |||
| TOTAL PERSONNEL |
Fringe benefits
| Object Class Category | Federal Request | Non-Federal Resources | Total |
|---|---|---|---|
| FICA @ X.XX% | |||
| Medical @ X% | |||
| Retirement @ X% | |||
| Dental @ X% | |||
| Unemployment & Workers Compensation @ X% | |||
| Disability @ X% | |||
| TOTAL FRINGE @ X% |
Travel
| Object Class Category | Federal Request | Non-Federal Resources | Total |
|---|---|---|---|
| Patient travel: $X x X,XXX uninsured visits and enabling service appointments | |||
| Provider Training: 2 trainings in QI/QA @ $X per person x 2 FTEs 5 hotel nights @ $X per night x 2 FTEs x 2 trainings | |||
| Outreach (X,XXX miles @ $0.XX per mile) | |||
| TOTAL TRAVEL |
Equipment
Include items of moveable equipment that cost $5,000 or more and with a useful life of one year or more.
| Object Class Category | Federal Request | Non-Federal Resources | Total |
|---|---|---|---|
| Ultrasound machine | |||
| 3 dental chairs @ $X,XXX each | |||
| TOTAL EQUIPMENT |
Supplies
Include equipment items that cost less than $5,000 each and other supplies.
| Object Class Category | Federal Request | Non-Federal Resources | Total |
|---|---|---|---|
| 4 laptop computers @ $X each | |||
| Office Supplies ($X per month x 12 months) | |||
| Printing Costs ($X.XX per brochure x 4 brochures x X,XXX copies) | |||
| Medical Supplies ($X.XX per visit x X,XXX visits) | |||
| Dental Supplies ($X.XX per visit x X,XXX visits) | |||
| TOTAL SUPPLIES |
Contractual
Include:
- Detailed justification
- Summaries of contracts as an attachment with the Budget Narrative
- Contracts to perform substantive programmatic work within the proposed scope of project
| Object Class Category | Federal Request | Non-Federal Resources | Total |
|---|---|---|---|
| Pharmacy Services ($X per contract) | |||
| Laboratory Services ($X per sample x X,XXX samples) | |||
| Housekeeping Services ($X per month x 12 months) | |||
| Optometry Services ($X per patient x XXX patients) | |||
| Waste Removal ($X per month x 12 months) | |||
| TOTAL CONTRACTUAL |
Other
Include detailed justification.
Note: Federal funding cannot support grant-writing, construction, fundraising, or lobbying costs.
| Object Class Category | Federal Request | Non-Federal Resources | Total |
|---|---|---|---|
| EHR provider licenses $X each | |||
| Staff Recruitment – newspaper and Internet posting | |||
| Audit Services with HIJ Firm | |||
| Membership Dues (specify membership organization and cost per each) | |||
| Property Insurance | |||
| Repairs and Maintenance - not covered by warranty ($X per month x 12 months) | |||
| Rent ($X per month x 12 months) | |||
| Subaward for XXX | |||
| TOTAL OTHER | |||
| TOTAL DIRECT CHARGES (Sum of TOTAL Expenses) |
Indirect charges
Include approved indirect cost agreement in Attachment 13: Other Relevant Documents.
| Object Class Category | Federal Request | Non-Federal Resources | Total |
|---|---|---|---|
| X% indirect cost rate (includes utilities and accounting services) | |||
| TOTALS (Total of TOTAL DIRECT CHARGES and INDIRECT CHARGES) |
Federal personnel justification sample
| Name | Position Title | % of FTE | Base Salary | Adjusted Annual Salary* | Federal Amount Requested |
|---|---|---|---|---|---|
| C. Moore | CEO | 50 | $150,000 | No adjustment needed | $75,000 |
| J. Smith | Physician | 50 | $255,000 | $221,900 | $110,950 |
| R. Doe | Nurse Practitioner | 100 | $75,950 | No adjustment needed | $75,950 |
| M. Green | Dentist | 75 | $100,000 | No adjustment needed | $75,000 |
| D. Jones | Data/AP Specialist | 25 | $33,000 | No adjustment needed | $8,250 |
| H. Black | Outreach Director | 50 | $65,000 | No adjustment needed | $32,500 |
| S. White | Referral Specialist | 100 | $40,000 | No adjustment needed | $40,000 |
| TOTAL | $417,650 |
*Effective January 2024, the salary rate limitation is $221,900. Use this column only when the salary is greater than $221,900.