GEAR UP Iowa Year 4 Budget Worksheet

This worksheet will assist you in developing the budget to support your school implementation plan. Once this document is complete, send it to your GEAR UP Iowa Facilitator for review before entering it into the Iowa Grants system. This will ensure all expenditures are allowable, allocable, and reasonable.

·  Each budget item must be listed individually and a computation must be provided in order to show how the amount was calculated.

o  In the event that a computation cannot be provided, an estimated calculation or list of supplies may be substituted.

·  Budget requests must align with the Implementation Plan. If a budget line does not correspond to the Implementation Plan, the request may be denied.

·  All out-of-state travel requests require pre-approval by the GEAR UP Iowa Coordinator. Out-of-state travel request forms can be found on the GEAR UP Iowa website.

Salaries & Wages - Employee salaries excluding benefits, listed out by employee/position.

CATEGORY / COMPUTATION / FEDERAL / MATCH / TOTAL
Example: Teachers for after school tutoring / 4 teachers x 10 weeks x 5 hours per week x $20 per hour / $4,000 / 0 / $4,000

Employee Benefits - Employee benefits to include FICA/Medicare, retirement, and insurance listed out by employee/position.

CATEGORY / COMPUTATION / FEDERAL / MATCH / TOTAL
Example: Teachers for after school tutoring / 4 teachers x 10 weeks x 5 hours
x $4 per hour / $800 / 0 / $800

Travel - Expenditures related to travel, including mileage (use federal rate of 57.5 cents per mile), transportation, meals, and hotel. Rather than list duplicate budget lines for similar events, it is sufficient to combine like items into one line. For example, combine bus transportation for three campus visits into one line item instead of three. Items to consider: GEAR UP Iowa conference mileage, staff mileage and meals to statewide GEAR UP events such as campus visit days or regional staff meetings.

CATEGORY / LOCATION / ITEM / COMPUTATION / FEDERAL / MATCH / TOTAL
Example: NCCEP Conference for 5 attendees / San Francisco, CA / Federal: flights & registration
[Example of] Match: meals & hotel / $900 registration, $200 hotel, $400 flight, $200 meals
(x 5 attendees) / $6,500 / $2,000 / $8,500

Materials & Supplies - Instructional aids, materials and supplies. Includes computer, electronic devices, software and other materials costing less than $5,000. Office supplies and event materials can be combined into one budget line. Please note Procurement Guidelines must be followed prior to any purchase.

CATEGORY / COMPUTATION / FEDERAL / MATCH / TOTAL
Example: Math VersaTiles / 100 sets x $5 each / $500 / 0 / $500

Consultants & Contracts - Any contractual agreement for services or goods, including external tutors.

CATEGORY / SERVICE/GOODS PROVIDED / COMPUTATION / FEDERAL / MATCH / TOTAL
Example: GEAR UP Coordinator / Coordinate GU activities, SCRIBE data entry / $10,000 stipend for 10 months / $10,000 / 0 / $10,000
CATEGORY / COMPUTATION / FEDERAL / MATCH / TOTAL

Other - Expenditures that cannot be classified in any other category.

Indirect Costs (Match Only) - Administrative support services that will benefit the program. Must be able to provide documentation of district cost rate.

CATEGORY / COMPUTATION / MATCH / TOTAL

Equipment (Match Only) - Equipment with a cost over $5,000 for any single piece of equipment (not total of an invoice).

CATEGORY / COMPUTATION / MATCH / TOTAL

Scholarships/Tuition Assistance (Match Only) - Expenditures to provide scholarships, tuition, and related fees.

CATEGORY / COMPUTATION / MATCH / TOTAL
Example: Scholarship for students to participate in summer STEM camp / $100 x 10 students / $1,000 / $1,000
Total Budget / FEDERAL / MATCH / TOTAL
Federal and Match totals should equal allocation amount shown above.

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