Afya bora consortium human resources and budget management module

Budget management case 4: Budget for a grant application

You are a Professor of Obstetrics and Gynecology at the major hospital situated in the capital city of your country. The Fogarty International Center of the US National Institutes of Health announces a new grant program to train nurse midwives in SubSaharan Africa. The application must be submitted by an established African institution, and offers a maximum of US $500,000 per year for up to 5 years. You have long been concerned about reducing maternal mortality in your country and convinced that this could be best accomplished by training nurses as midwives, so you are enthusiastic about this opportunity. You gather together a team of physicians, nurses, public health experts, and plan to submit an application. For a meeting of this team, you have been asked to draft a proposed budget for the application together with a justification of each component. Using the form pages that follow, prepare a budget and justification.

DETAILED BUDGET FOR INITIAL BUDGET PERIOD DIRECT COSTS ONLY		FROM	THROUGH
		     	     

List PERSONNEL (Applicant organization only)

Use Cal, Acad, or Summer to Enter Months Devoted to Project

Enter Dollar Amounts Requested (omit cents) for Salary Requested and Fringe Benefits

NAME	ROLE ON PROJECT	Cal. Mnths	Acad. Mnths	Summer Mnths		INST.BASE SALARY	SALARY REQUESTED	FRINGE BENEFITS		TOTAL
     	PD/PI	     	     	     		     	     	     		     
     	     	     	     	     		     	     	     		     
     	     	     	     	     		     	     	     		     
     	     	     	     	     		     	     	     		     
     	     	     	     	     		     	     	     		     
     	     	     	     	     		     	     	     		     
     	     	     	     	     		     	     	     		     
SUBTOTALS							     	     		     
CONSULTANT COSTS      										     
EQUIPMENT (Itemize)      										     
SUPPLIES (Itemize by category)      										     
TRAVEL      										     
INPATIENT CARE COSTS      										     
OUTPATIENT CARE COSTS      										     
ALTERATIONS AND RENOVATIONS (Itemize by category)      										     
OTHER EXPENSES (Itemize by category)      										     
CONSORTIUM/CONTRACTUAL COSTS					DIRECT COSTS				     
SUBTOTAL DIRECT COSTS FOR INITIAL BUDGET PERIOD (Item 7a, Face Page)									$	     
CONSORTIUM/CONTRACTUAL COSTS					FACILITIES AND ADMINISTRATIVE COSTS				     
TOTAL DIRECT COSTS FOR INITIAL BUDGET PERIOD									$	     

PHS 398 (Rev. 6/09)

BUDGET FOR ENTIRE PROPOSED PROJECT PERIOD DIRECT COSTS ONLY
BUDGET CATEGORY TOTALS	INITIAL BUDGET PERIOD (from Form Page 4)	2nd ADDITIONAL YEAR OF SUPPORT REQUESTED		3rd ADDITIONAL YEAR OF SUPPORT REQUESTED	4th ADDITIONAL YEAR OF SUPPORT REQUESTED		5th ADDITIONAL YEAR OF SUPPORT REQUESTED
PERSONNEL: Salary and fringe benefits. Applicant organization only.	     	     		     	     		     
CONSULTANT COSTS	     	     		     	     		     
EQUIPMENT	     	     		     	     		     
SUPPLIES	     	     		     	     		     
TRAVEL	     	     		     	     		     
INPATIENT CARE COSTS	     	     		     	     		     
OUTPATIENT CARE COSTS	     	     		     	     		     
ALTERATIONS AND RENOVATIONS	     	     		     	     		     
OTHER EXPENSES	     	     		     	     		     
DIRECT CONSORTIUM/ CONTRACTUAL COSTS	     	     		     	     		     
SUBTOTAL DIRECT COSTS (Sum = Item 8a, Face Page)	     	     		     	     		     
F&A CONSORTIUM/ CONTRACTUAL COSTS	     	     		     	     		     
TOTAL DIRECT COSTS	     	     		     	     		     
TOTAL DIRECT COSTS FOR ENTIRE PROPOSED PROJECT PERIOD						$		     
JUSTIFICATION. Follow the budget justification instructions exactly. Use continuation pages as needed.      

PHS 398 (Rev. 6/09)

REFERENCES
Kemp S, Dunbar E. Budgeting for managers. McGraw Hill, New York, 2003. About $15 from amazon.com.

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  An introductory primer on all aspects of budget management.
  

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