8/8/2019 Budget Spending Plan

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FSF Grants Management - January 2010

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URL: https://portalpd.erp.state.de.us

Helpful Hints:

1. Identify the required budget items. Budget itemsconsist of the following: (1) personnel, (2)

supplies, (3) contractual services, (4) travel, etc.

2. Each activity must be supported by a spendingplan (budget).

3. There are no limitations to the number of budgetitems that can be associated to a grant.

4. For ease of use, organization can enter the firstletter of the desired budget item prior to clicking

the look-up button. This will limit the number of

items displayed to the end user.

5. Organizations that utilize contractual services forservices rendered should establish the budget

item as Contractual Services.

6. Organizations can identify the name of thevendor or professional services by selecting the

detail icon located next to the budget itemdescription box along with quantity or unit cost if

desired. Or organization can overlay the

delivered description with the vendor or

professional services name.

7. Identify the dollar amount for each budget item.8. For budget item PERSON it will be necessary to

separate employees within the following

categories:

a. Salary supported with both State andFederal Funds

b. Salary supported 100% State fundsc. Salary identified as a match

9. Create a listing of all employees associated witheach project and activity. These listings should

support the categories identified above.

10. Identify the effort percentages for eachemployee (percentage of time spent on the

activity).

11. Identify if the personnel cost must include OtherEmployment Cost (OECs).

12. Identify if the personnel is a new employee. Thebenefit amount for insurance must be included

($10,000 as defined annually by OMB).

13. Annual fringe rate will be systemically defaultedto the annual OMB rate.

14. Quarterly State Personnel Charges may beentered as OTHER with description of Personnel

Charges.

LINKS:

Select: GRANTS

Select: PROPOSALS

Select: MAINTAIN PROPOSAL

ClickApply appropriate Business Unit

(PCBU first 2 Dept ID proceeded by zero, except

for school first 4 Dept ID proceeded by zero)

Enter Proposal ID

Maintain Version as V101

Click

Select required Proposal

Press ENTER.

Click

BUDGETS Required Fields

Budget ID (Pre Award) = Activity (Post Award)

NOTE: Supports the ability to add multiple activities.

Each project requires one activity.

Click

https://portalpd.erp.state.de.us/https://portalpd.erp.state.de.us/https://portalpd.erp.state.de.us/

8/8/2019 Budget Spending Plan

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FSF Grants Management - January 2010

To insert a Budget spending plan:

Click in the Budget Period box.

The system will automatically advance to Enter

Budget Detail page.

Enter:Budget Item(s) (may use inquiry box)

Description(organization can apply

additional detail rather than the delivered

description)

TAB over to and enter the Dollars

for that budget item.

Detail Icon

Organizations can utilize the Detail Icon to apply

additional information, such as BP number,

position name, list of contracts, etc.

Click

ADD BUDGET DETAILS:

Click located in the Details, Cost Share

and Justification to add additional lines.

NOTE: Positions calculated with Indirect MUST

be entered as: Salaries Only on one line and

Fringe must be loaded separately on another

line.

Positions used as match (without indirectcharges) should be loaded by person (salaries &

fringe).

Detail Icon Allows entry of details regarding

employees and lists of specific contractual

services.

COST SHARE (Matching) Required Fields:

Helpful Hints:

1. The Owner of the Grant mustidentify/establish the Matching (Cost Share)

requirements for the entire Contract (grant).

2. Percentages or fixed dollar amounts can beapplied within the Cost Share field

(matching).

3. Cost Sharing (Matching) by the institution,must indicate the specific department(s)

responsible for distribution purposes.

4. Cost Sharing (Matching) by third parties,must support the organization providing the

match and indicate specific amount of

match being applied.

Click on the budget line.Cost Share Percent identifies the

percentage of Federal (sponsor)

requirement (e.g., 80%)

Department identifies the department

responsible for match. Third Party allows

for outside agency matches (e.g.,

community orgs)

Cost Share (C/S PCT) identifies thepercentage of the State (Agency)

requirement.

Note: multiple Departments can be utilized to

support matching requirements.

Click

Click