Attachment-11_Budget Checklist

Date: 
09/13/2022
Document Text Version

ATTACHMENT 11:  Budget Checklist

 

Below is a checklist to help you make certain that you submit an accurate budget narrative that meets AmeriCorps requirements. Note: This checklist does not apply to Fixed-amount grants.

 

In Compliance?

Section I.  Program Operating Costs

Yes __  No __

Costs charged under the Personnel line item directly relate to the operation of the AmeriCorps project? Examples include costs for staff that recruit, train, place, or supervise members as well as manage the project.

Yes __  No __

Staff indirectly involved in the management or operation of the applicant organization is funded through the administrative cost section (Section III.) of the budget? Examples of administrative costs include central management and support functions.

Yes __  No __

Staff fundraising expenses are not charged to the grant? You may not charge AmeriCorps staff members’ time and related expenses for fundraising to the federal or grantee share of the grant. Expenses incurred to raise funds must be paid out of the funds raised. Development officers and fundraising staff are not allowable expenses. (Volunteer Iowa note- if the program director is budgeted 100% to the grant, that individual cannot write the AmeriCorps grant).

Yes __  No __

The types of fringe benefits to be covered and the costs of benefit(s) for each staff position are described? Allowable fringe benefits typically include FICA, Worker’s Compensation, Retirement, SUTA, Health and Life Insurance, IRA, and 401K. You may provide a calculation for total benefits as a percentage of the salaries to which they apply or list each benefit as a separate item. If the fringe amount is over 30%, are the benefits listed separately?

Yes __  No __

Holidays, leave, and other similar vacation benefits are not included in the fringe benefit rates but are absorbed into the personnel expenses (salary) budget line item?

Yes __  No __

The purpose for all staff and member travel is clearly identified?

Yes __  No __

You have budgeted funds (minimum $1250) for staff travel to required Volunteer Iowa trainings in the budget narrative under Staff Travel?

Yes __  No __

Funds for the purchase of equipment (does not include general use office equipment) are limited to 10% of the total grant amount?

Yes __  No __

All single equipment items over $5000 per unit are specifically listed?

Yes __  No __

Justification/explanation of equipment items is included in the budget narrative?

Yes __  No __

All single supply items over $1000 per unit are specifically listed and explained in the budget narrative?

Yes __  No __

Cost of items with the AmeriCorps logo that will be worn daily is included for all AmeriCorps members?  Or if not, there is an explanation of how the program will be providing the AmeriCorps logo item to AmeriCorps members using funds other than AMERICORPS grant funds.

Yes __  No __

You only charged to the federal share of the budget member service gear that includes the AmeriCorps logo and noted that the gear will have the AmeriCorps logo, with the exception of safety equipment?

Yes __  No __

Does the budget reflect adequate budgeted costs for project evaluation?

Yes __  No __

Have you budgeted the cost of the NSOPW, FBI, and state check for criminal history checks of each member and grant-funded staff that are in covered positions per 45 CFR 2522.205? If not, have you provided an explanation of how the costs will be covered?

Yes __  No __

Are all items in the budget narrative itemized and the purpose of the funds justified?

 

 

Volunteer Iowa Guidance

Yes __  No __

Funds to pay relocation expenses of AmeriCorps members are not in the federal share of the budget?

Yes __  No __

Have you budgeted $18/member for required Volunteer Iowa State Member Management System?

Yes __  No __

Have you accurately budgeted the State Support & Monitoring fee? (base fee $300 competitive/$375 formula plus tiered fee of 0%/25%/50%)

Yes __  No __

Partner staff who are not employed by the grantee are not listed in the personnel section (they may be under the contractual/consultant, training, or other section as appropriate).

 

 

In Compliance?

Section II. Member Costs

    Yes __  No __

Are the living allowance amounts correct? Full-time AmeriCorps members must receive at least the minimum living allowance ($17,600 for 23-24).

Note:  Programs in existence prior to September 21, 1993 may offer a lower living allowance than the minimum. If such a program chooses to offer a living allowance, it is exempt from the minimum requirement, but not from the maximum requirement.

Yes __  No __

Living allowances are not paid on an hourly basis? They may be calculated using service hours and program length to derive a weekly or biweekly distribution amount. Divide the distribution in equal increments that are not based on the specified number of hours served.

Yes __  No __

Is FICA calculated correctly? You must pay FICA for any member receiving a living allowance. Unless exempted by the IRS, calculate FICA at 7.65% of the total amount of the living allowance. If exempted from paying FICA, is the exemption noted in the budget narrative?

Yes __  No __

Is the Worker’s Compensation calculation correct? Iowa requires worker’s compensation for AmeriCorps members except for those in EAPs. EAPs, though not required to pay worker’s compensation, will provide similar coverage for members’ on-the-job injuries through their own existing coverage or a new policy purchased in accordance with normal procedures (i.e., death and dismemberment coverage).

Yes __  No __

Health care is provided for full-time AmeriCorps members only (unless part-time serving in a full-time capacity)? If your project chooses to provide health care to other half-time members, you may not use federal funds to help pay for any portion of the cost. Projects must provide health care coverage to all full-time members who do not have adequate health care coverage at the time of enrollment or who lose coverage due to participation in the project. In addition, projects must provide coverage if a full-time member loses coverage during the term of service through no deliberate act of his/her own.

Yes __  No __

Unemployment insurance is not included in the budget (not allowed in Iowa).

 

 

In Compliance?

Section III. Administrative/Indirect Costs

Yes __  No __

Applicant does not have a current federally approved indirect cost rate and has chosen to use the AMERICORPS-fixed percentage method and the maximum federal share of administrative costs does not exceed 5% of the total federal funds budgeted? To determine the federal administrative share, multiply all other budgeted federal funds by .0526.

Yes __  No __

AND- Applicant has chosen to use AMERICORPS fixed percentage method and the maximum grantee share is at 10% or less of total budgeted funds?

Yes __  No __

OR-Applicant has a current approved indirect cost rate – The maximum grantee share does not exceed the federally approved rate, less the 5% AMERICORPS/CNCS share?

Yes __  No __

AND- Applicant has a current approved indirect cost rate-the type of rate, the IDC rate percentage, the rate claimed and the base to which the rate is applied has been specified?

Yes __  No __

AND- A copy of the current approved indirect cost rate agreement has been submitted to Volunteer Iowa via IowaGrants.

Yes __  No __

OR- Applicant has never had a federally approved indirect cost rate and is choosing to use a de minimis rate of 10% of modified total direct costs?

 

In Compliance?

Match

Yes __  No __

Is the overall match being met at the required level, based on the year of funding?   

Yrs 1-3:24%, 4-26%, 5-30%,6-34%, 7-38%, 8-42%, 9-46%, 10-50%

Yes __  No __

For all matching funds, proposed vs secured, the source(s) [private, state, local, and/or federal], the type of contribution (cash or in-kind), and the amount of match, are clearly identified in the narrative and in the Source of Funds field in eGrants?

Yes __  No __

The amount of match is for the entire amount in the budget narrative.? (The total amount of match equals the amount in the budget exactly?)

 

 

In Compliance?

Overall

Yes __  No __

Is the budget at an allowable cost/MSY?

Funding Type

Grant Type

Maximum Award

Competitive

Cost Reimbursement or Full Cost Fixed Amount Program

$23,000/MSY

Competitive

Public Health AmeriCorps Program

$28,800/MSY

Formula

Cost Reimbursement or Full-Cost Fixed Amount Program

$26,000/MSY

Formula

New or DEI Waiver-approved Cost Reimbursement or Full-Cost Fixed Amount Program

$28,8000/MSY

Formula

Planning Grants

Up to $75,000

Competitive

Professional Corps Fixed Amount

$1,000/MSY

Competitive & Formula

Education Award Program Fixed Amount

$800 or $1000/MSY

 

 

In Compliance?

SAM Registry

Yes __  No __

Your organization has an active and current SAM registration.  If registration expires prior to 9/30, organization must renew in advance.

Yes __  No __

Your legal organization is not on the Excluded Parties List.

Yes __  No __

Your authorized representative is not on the Excluded Parties List.

In Compliance?

AMERICORPS Budget Thresholds

Yes __  No __

If an applicant is requesting >$500,000 in federal funding, are they aware of the corresponding evaluation requirements once they are recompeting?

Yes __  No __

If an applicant is requesting >$750,000 in federal funding, are they aware of the audit requirement?

 

 

Printed from the website on January 28, 2023 at 11:07pm.