Building a Budget: Finding the match, developing fully loaded rates, and navigating state and Federal

granting requirementsBrad Ryan, Executive Director

Takshanuk Watershed Council, Haines, AK

Fully Loaded Rate

• Don’t Go It Alone– How much for a mark recapture study on Hooligan– River Cleanup– Composting school lunch scraps

Make Contact Copy!

Budget-Project Scope

• What does the Agency expect to award?• Look at past giving– Amount – Type

• Appropriately and for longevity• Build in Contingencies• Consistent Format

What Gets ForgottenOffice Maintenance

What Gets ForgottenEmployee Motivation

What Gets ForgottenContingencies

Table 1. Example budget template for Takshanuk Watershed Council.Federal Request

Local Contribution Total

Scientist Trap and torcher fish $20/hour for 100 hours $2,000 0 $2,000Total Personnel $2,000 $0 $2,000

Scientist 15% Fringe including taxes and workman's comp $300.00 0 $300.00Total Fringe $300.00 $0.00 $300.00

Mileage 10 trips to Lutak Beach and back at 20 miles per trip for a total of 200 miles. Reimbursed at $0.50/mile 100.00$ -$ 100.00$

Total Travel 100.00$ -$ 100.00$

Chainsaw TWC will supply a chainsaw for three days at a rental rate of $50/day$0.00 $150.00 $150.00Total Supplies $0.00 $150.00 $150.00

Insurance The Haines School Insurance $300/semester -$ 300.00$ $300.00Total Other -$ 300.00$ 300.00$

Total Direct Charges 2,400.00$ 450.00$ 2,850.00$ Indirect Federally negotiated indirect rate of 10% 240.00$ 45.00$ 285.00$

Total Grant 2,640.00$ 495.00$ 3,135.00$ Total Match 15.8%

Other

Personnel

Fringe

Travel

Supplies

EquipmentFor most grants equipment is anything valued at over $5,000. I try to never have equipment.

Finding a Match

Match / In-Kind• Agency Contribution (AKSSF)– Grant Request $100,000– Match 30% $30,000– Total Project Cost $130,000

• Total Project Costs– Grant Request $100,000– Match 30% $42,000– Total Project Cost $142,000

• Supplies

Finding A Match

Collaborate With Your Community

• Remember Your Projects Are Fun– Choose the good stuff– Hire the guy with the snow machine– Get them out of their office– Always use the expensive stuff– The more the bigger the match

Navigating the Grant RequirementsReach Out

TWC Grants and Contracts

• AKSSF (3)• DEC ACWA• DEC BEACH• World Trout• Frick Foundation• USFWS (2)• State of Alaska CAPSIS

(2)• Patagonia• ACF

• Chilkat Valley Community Foundation (2)

• Chilkoot Indian Association (2)• American Bald Eagle

Foundation• Haines Borough (2)• National Forest Foundation (3)• ACF• Costal Code

• Policies and Procedures• These policies and procedures are provided to assist principal investigators (PIs) and their

organizations as they carry out AKSSF projects. Our policies are updated periodically, so please check back often. For guidance on issues not covered, please review federal reqiurements, Department of Commerce Financial Assistance Standard Terms and Conditions (External PDF - 215 KB), or contact AKSSF staff.

• Guides• Invoicing Policies and Procedures (PDF 42 kB)• Non-Federal Match Guidance (PDF 62 kB)• Match Forms for In-Kind Donations, Volunteers, etc.• Please review the Non-Federal Match Guidance (PDF 62 kB) document for match information and

to determine which of the following match forms to use:• Match Forms for Sub recipients• AKSSF Indirect Match Form (PDF 511 kB)• AKSSF Subrecipient Consumables Match Form (PDF 534 kB)• AKSSF Subrecipient Equipment Match Form (PDF 573 kB)• AKSSF Subrecipient Non-Consumables Match Form (PDF 575 kB)• AKSSF Subrecipient Services Match Form (PDF 537 kB)• AKSSF Volunteer Match Form (PDF 538 kB)

• Match Forms for Third Parties• AKSSF Third Party Equipment Match Form (PDF 513 kB)• AKSSF Third Party Non-Consumables Match Form (PDF 538 kB)• AKSSF Third Party Services Match Form (PDF 537 kB)• AKSSF Third Party Supplies Match Form (PDF 534 kB)• AKSSF Donated Personnel Match Form (PDF 534 kB)• Policies• Administrative and indirect costs• Davis-Bacon• Equipment purchases• Food and alcohol costs at meetings or workshops• Foreign travel• Funding to federal entities• Items excluded from indirect• Programmatic funding• Contracting/Subawarding• Revision or extension requests• Change in Key Project Personnel• Scholarships and education stipends

Wrap-Up

• Don’t Go It Alone• Match-You have a lot to offer• The agencies are your friends-Make it

Personal

Finally Thanks

Brock Tabor Neil Stickert John Hudson

Kathleen Dowd-Gailey Barbara Wyckoff

Bill Thomas Jessica Kayser Peter Bangs

Beverly Schoonover Mary Mitsos