Ashford University Budget Narrative and Evaluation Plan

Assignment 1
Evaluation Narrative

Write a narrative that describes the evaluation of your proposed intervention and develop a budget for it. The goal of a section devoted to evaluation is to illustrate how your organization plans to assess whether the methods selected accomplish the goal and objectives described in the grant proposal. To this end, consider the feedback that you have received in previous discussions. Then write a concise narrative that is intended to demonstrate to the funder that your organization can evaluate outcomes and determine whether they accomplish the stated objectives.

Evaluation Plan
In a concise and concrete description of the evaluation plan must include the following items:

• Objectives of the intervention.
• Concrete definition of what your organization considers a successful intervention so that the data can be used to determine whether the intervention was or not successful
• Kinds of data to be collected
• Method(s) to be used for data collection, including comparison groups or baseline.
• Instruments to be used for data collection
• Timeframe for assessment plan (including data collection, analysis, and evaluation)
• Person(s) responsible for collecting and analyzing data, and conducting the evaluation
• How evaluation results will be used
• Recipients of the evaluation report (including funder, board, constituents, and community leaders)
• Assignment 2
• Develop a Budget Narrative
  The budget section is a quantitative summary of the proposal that substantiates the proposal, supports the objectives, matches the activities, and validates the amount requested as being reasonable and sufficient. To do so, it describes how the funds will be spent to support the proposed intervention and describes the applicant’s contributions and/or contributions from other funding sources. The budget is an estimate of what your cost will be. In this assignment, it will be your tasks to comprehensively outline each item outlined in your budget. Below is a sample budget narrative to assist you in creating your budget narrative. In the Budgeting as Part of Planning section of your text, there is an in-depth break-even analysis. A break-even analysis is a mathematical computation which informs the program that the revenues generated from the program is ether equal to or less than the revenue generated from the program. In public health programs, the break-even analysis is conducted to understand the type of funding needed and fiscal responsibilities of directing a program. You will not need to conduct a break-even analysis for this assignment; however, it is good information for you to know. Please review the sample budget narrative and create your own budget narrative for your program.Sample Budget Narrative from Grant Central Station (n.d.)
  Personnel: List each position that pertains to the proposal. The cost calculation should show the employee’s annual salary rate and the percentage of time devoted to the project. Compensation paid for employees engaged in grant activities should be consistent with that paid for similar types of work within the organization.
  • Project Director: $35,000/year @ 100% = $35,000. The Project Director currently oversees the program and will spend 100% of her time hiring, training, and supervising staff. This individual’s annual salary will be covered by grant funds for the 12 months of the contract.
  • Two School Safety Officers: 2 x $35.00/hour x 3 hours/day x 5 days/month x 12 months. (Covered by matching funds (Grant Central Station, n. d., ¶ 1).
  • Fringe: Fringe benefits are based on the applicant’s established formula and are only for the percentage of time devoted to the project. It is important to explain what is included in the benefit package and at what percentage.
  • Director: $65,000 x 18.55% = $11,115. A request of $6,493 will cover the fringe benefits for the Director at a rate of $18.55%. Benefits include FICA @ 6.2%, Health/Life insurance @ 8.9%, Workers comp @ 2.0%.
  • Assistant Director: $45,000 x 18.55% x .25 = %2086.88. (A breakdown of the fringe rate is included in the Budget Detail Worksheet.)
  • Staff Development: These may include required or desired trainings, workshops, or classes for staff. The project-related purpose should be noted and explained.
  • The Program Assistant will attend continuing education classes at the local community college in the area of social work and administration for two semesters to ensure state-of-the-art wraparound case management. 2 semesters x 2 classes x $275.00/class = $1,100.00.
  • Travel: Explain the reason for travel expenses for project personnel (e.g., staff to training, field interviews, advisory group meeting, etc.) and show the number of trainees and unit costs involved. Identify the location of travel.
  • Regional/Statewide Meeting: Three people to funder-required three-day training in Destination City.
    • 3 people x $500 airfare = $1,500
    • 3 people x 3 days x $40 per diem = $360
    • 3 people x 2 nights x $100.00 hotel = $600
  • Equipment: List non-expendable items to be purchased. Explain how the equipment is necessary for the success of the project and, if requested, the procurement method to be used. The organization’s own capitalization policy for equipment can be used unless the funder provides. One computer package including laptop, printer, scanner, and Word Programs will be purchased. The computer will be housed in the administrative office and will be checked out by staff when they go out into the field. It will be networked into the office network for the purpose of maintaining client databases and performing administrative work connected to the project.Supplies: List expendable items by type and show the basis for computation.
  • Meeting Supplies: For administrative meetings, workshops, etc. $75.00 x 12 months = $900.00.
  • Office Supplies including binders, file folders, printer paper, toner, staples, etc. $100.00 per month x 12 months = $1,200.00.
  • Phone and Internet Service: This service will be used to stay connected to parents, community collaborators and staff. $125.00 per month x 12 months = $1,500.00.
  • Consultants: Provide a description of the product or services to be provided by the consultant and an estimate of or detailing of exact cost. Indicate the applicant’s formal, written procurement policy unless asked to follow a different policy. Include: a) Consultant Fees (for each consultant enter the name, service, hourly or daily fee, and estimated time on the project) and b) Consultant Expenses (list all expenses to be paid from the grant to the individual consultant in addition to their fees, such as travel, meals, lodging, etc.).
  • The Computer Instructor will conduct four computer-training sessions weekly in the computer lab. The Community Outreach Trainer will develop a curriculum for Community Outreach and train neighborhood associations on the curriculum. The 2.5 FTE Tutors will tutor children at the after school.
  • Computer Instructor: $11.10/hour x 26 hours/week x 52 weeks = $15,000
  • Other Costs: List items, such as rent, reproduction, telephone, Internet, janitorial or security services, by major type and show the basis of the computation. For example, provide the square footage and the cost per square foot for rent, and provide a monthly rental cost and the number of month’s rent will be needed.
  • Rent for Computer Lab: $2.50/square foot X 650 = $1,625/month x 12 months = $19,500 (match).
  • Space – Includes cost for monthly rent and utilities for the location that is the locus of services and activities. The cost is pro-rated at 50% because Funder X has awarded us a grant that covers the other 50% of the cost.
  • Rent: $600.00/month (pro-rated 50% of usage) $300.00 x 12 months= $3,600.00.
  • Utilities: $300.00/month (pro-rated 50% of usage) $150.00 x 12 months= $1,800.00.
  • Repair/Maintenance: $50/month x 12 months= $600.00.
  • Administrative or Indirect Costs: Some funders allow for indirect costs, which represent the expenses of doing business that are not directly tied to a particular project function or activity. Indirect cost rates distribute those costs among all the work that the one of its own to follow.
  • Typically a funder will specify the percentage of the request, which may be allocated toward indirect or administrative costs, usually somewhere around 12 or 13 percent (Grant Central Station, n. d., ¶ 8).