Instructions for Completing the Line-Item Budget

The definitions listed below will help you decide what expenses should be included in the budget and what level of detail is required for the budget form and budget narrative. Please note that this is not an exhaustive list.

Definitions for Information on Line-Item Budget

Personnel

Salary line items: Include all staff salaries allocated to the project. Identify each position, salary and percentage of time allocated to the project (i.e., 1.0 FTE, 0.5 FTE). Independent contractor/ consultant’s salaries should be listed under the Other Costs category.

Benefits: Include a total percentage of all related benefits and taxes for listed personnel (e.g. 20%).

Non-Personnel

Rent: Include line items for space costs incurred by the project.

Office Supplies: Include cost of all office supplies related to the project.

Communications: Include separate line items for such items as: printing, publications, and telephone, postage, advertising, and web site costs.

Travel: Include the total for travel accommodations (e.g. air/rail fares, mileage, hotel, etc).

Conferences/Meetings: Include conference fees, and fees for facility, lodging and related expenses. Identify purpose for the conference/meeting in the Budget Narrative.

Training: Include costs of on-site or off-site classes, lectures and materials. Identify purpose and attendees in the Budget Narrative.

Other: Include the costs of all non-office supplies and any other items not listed above.

Indirect Costs: Include general and administrative costs allocated to the project including insurance and janitorial. Note that indirect costs funded by The Tri-City Healthcare District may not exceed 10% of direct costs.

Instructions for Completing the Budget Narrative

A detailed Budget Narrative of project expenses must accompany the budget form. For each line item in the Budget, please provide a brief description of how the requested funds will be used. For example, registration fees for 6 volunteers and staff to attend Diabetes Care Management conference in Year 2 @ $500 per person.

Click here to view Grant Guidelines.
Click here to download the Grant Cover Page.
Click here to download the Project Budget Form.