YEAR 5 BUDGET 1 Budget Worksheet Keep in

YEAR 5 BUDGET 1

Budget Worksheet Keep in mind: v. The work plan drives the budget v Approved work plans are funded by both federal (reimbursement) and match (cost share) resources – stay within provided parameters v Year 5 amounts (both federal and match) are the same as Years 1, 2, 3 and 4 (even though NAU is again directly paying Summer Program costs in Year 5) v Year 5 Allocation / Target excludes Coordinator and (if applicable) Assistant salary + benefits 2

Budget Worksheet Keep in mind: v Supplement Yes! v Supplant No! 3

Budget Worksheet When considering needs, think about: v who (besides GEAR UP Coordinators) will devote significant time to activity(ies) -- district staff? consultants? v how much time, what is the value of that time v other resources (supplies, fees, transportation) necessary to accomplish tasks v scope (how many students/families are involved, etc. ) 4

Budget Worksheet Tips (see reverse side of Budget Worksheet): v Summer Program #s have been determined, program costs will be paid directly by NAU GEAR UP, budget for other related costs v Pay close attention to notes on travel costs v Be as detailed as you can be, for both federal and match (cost share) at this early point in the process v At the end of the day, give one Budget Worksheet with your final notes to us 5

Budget Worksheet Applicable again in Year 5: Information Technology Request form v Demonstrates how technology purchased with GEAR UP funds is necessary to achieve GEAR UP work plan task(s) v Must be completed for any proposed Year 4 technology purchase v Submit to Site Support Specialist ASAP 6

Budget Modification Form New in Year 5: Work Plan / Budget Change Notification and Request form v Explain proposed work plan and/or proposed budget changes v Must be completed for any proposed change v Submit to Site Support Specialist ASAP, no changes considered after 03/31/2017 7