YEAR 5 BUDGET

Budget Worksheet Keep in mind: The work plan drives the budget Approved work plans are funded by both federal (reimbursement) and match (cost share) resources – stay within provided parameters Year 5 amounts (both federal and match) are the same as Years 1, 2, 3 and 4 (even though NAU is again directly paying Summer Program costs in Year 5) Year 5 Allocation / Target excludes Coordinator and (if applicable) Assistant salary + benefits

Budget Worksheet Keep in mind: Supplement Yes! Supplant No!

Budget Worksheet When considering needs, think about: who (besides GEAR UP Coordinators) will devote significant time to activity(ies) -- district staff? consultants? how much time, what is the value of that time other resources (supplies, fees, transportation) necessary to accomplish tasks scope (how many students/families are involved, etc.)

Budget Worksheet Tips (see reverse side of Budget Worksheet): Summer Program #s have been determined, program costs will be paid directly by NAU GEAR UP, budget for other related costs Pay close attention to notes on travel costs Be as detailed as you can be, for both federal and match (cost share) at this early point in the process At the end of the day, give one Budget Worksheet with your final notes to us

Budget Worksheet Applicable again in Year 5: Information Technology Request form Demonstrates how technology purchased with GEAR UP funds is necessary to achieve GEAR UP work plan task(s) Must be completed for any proposed Year 4 technology purchase Submit to Site Support Specialist ASAP

Budget Modification Form New in Year 5: Work Plan / Budget Change Notification and Request form Explain proposed work plan and/or proposed budget changes Must be completed for any proposed change Submit to Site Support Specialist ASAP, no changes considered after 03/31/2017