worksheet 4 and 8 proposal writing class
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worksheet_8.docxWORKSHEET 8.1A
1. Use the filled-out Worksheet 8.1B as an example as you complete this budget
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CASH REQUIRED |
IN-KIND CONTRIBUTIONS |
TOTAL BUDGET |
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REVENUE |
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Foundations |
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Government |
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Corporations |
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Individual contributions |
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Donated printing and supplies |
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Volunteer services |
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Other (specify): |
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Total revenue |
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EXPENSES |
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Salaries (prorated if less than full time) |
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Payroll taxes and benefits (percentage of salaries) |
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Bookkeeping contractor |
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Other (specify): |
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Total personnel |
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Office rent |
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Supplies |
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Printing |
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Utilities |
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Telephone |
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Copy services |
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Postage |
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Travel |
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Membership dues |
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Other (specify): |
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Total nonpersonnel |
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Total expenses |
1. Use the filled-out worksheet as an example as you complete Worksheet 8.1A
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CASH REQUIRED |
IN-KIND CONTRIBUTIONS |
TOTAL BUDGET |
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EXPECTED REVENUE |
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Grants |
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Foundations |
$130,000 |
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$130,000 |
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Government |
83,000 |
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83,000 |
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Corporations |
25,000 |
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25,000 |
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Individual contributions |
50,000 |
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50,000 |
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Special events (net) |
20,000 |
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20,000 |
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In-kind donations |
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$22,000 |
22,000 |
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Total revenue |
$308,000 |
$22,000 |
$330,000 |
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EXPECTED EXPENSES |
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Salaries1 |
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Program Coordinator |
45,000 |
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45,000 |
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Social Worker I |
40,000 |
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40,000 |
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Social Worker II |
40,000 |
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40,000 |
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Administrative Assistant |
30,000 |
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30,000 |
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Executive Director (part-time: $65,000 × 20%) |
13,000 |
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13,000 |
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Benefits2 (20% of salaries) |
33,600 |
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33,600 |
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Contract personnel |
30,000 |
5,000 |
35,000 |
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Program services |
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9,000 |
9,000 |
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Total personnel |
$231,600 |
$14,000 |
$245,600 |
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Office rent3 |
10,000 |
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10,000 |
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Insurance |
4,000 |
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4,000 |
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Printing |
12,000 |
3,000 |
15,000 |
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Equipment |
20,000 |
5,000 |
25,000 |
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Office supplies |
4,000 |
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4,000 |
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Utilities |
3,000 |
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3,000 |
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Telephone |
2,000 |
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2,000 |
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Copy services |
8,000 |
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8,000 |
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Postage |
9,000 |
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9,000 |
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Travel4 |
4,000 |
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4,000 |
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Membership dues |
500 |
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500 |
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Total nonpersonnel |
$76,500 |
$8,000 |
$84,500 |
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Total expenses |
$308,100 |
$22,000 |
$330,100 |
3.
4. a A program coordinator is necessary to manage the program and ensure effective delivery of services. The salary is based on the county salary survey, which indicates that comparable positions are paid an average of $40,000 to $50,000 full-time equivalent (FTE) annually plus benefits. The social workers’ salaries assume that each person has an M.S.W. degree and experience working with elders. The county salary survey indicates that comparable positions are paid $35,000 to $45,000 FTE annually plus benefits.
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6. b Benefits includes employer-paid taxes, health insurance, dental insurance, and long-term disability insurance.
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8. c Office rent is calculated as 30% of total rent.
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10. d Two staff members attend the conference of the National Association of Social Workers in Minneapolis.
