1. YEAR 5 BUDGET

2. 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

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

4. 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.)

5. 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

6. 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

7. 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