SlideShare a Scribd company logo
1 of 12
Building A Budget
Cat Plein | Development & Communications Director | Forth
Josh Rodriguez | Program Director for Environment | AASHTO
04/17/2024
6
AGENDA
● Overview of Budgeting for Federal Funding
● Key Components for Building A Budget
○ Guiding Questions
○ Match Considerations
○ Personnel Considerations
○ Partner Considerations
○ Anticipating Potential Roadblocks
18
FEDERAL BUDGETS - 30K FEET
● Is Federal funding right for my organization?
● Project readiness
● Considerations for compliance when drafting your
budget
● Guiding principles and rules of Federal funding
○ 2 Code of Federal Regulation(CFR) 200:
Uniform Guidance
○ Title 23: Governing Statute of Federal
Highway funding
○ State Procurement Rules and Regulations
18
NATIONAL HIGHWAY INSTITUTE - 2 CFR 200
18
DOT NAVIGATOR & PROJECT READINESS
18
KEY COMPONENTS FOR BUDGETS
● Guiding Questions
● Match Considerations
● Personnel Considerations
● Partner Considerations
● Anticipating Potential Roadblocks
18
GUIDING QUESTIONS
18
● How does the budget illustrate your
values? What’s in, and what’s excluded?
● Who benefits and who is burdened?
● Are there unmet needs that our budget
could address?
● Have we built in “wiggle room” to account
for delays and other variables?
● Have we considered the impacts of
inflation?
● Have we created opportunities for staff and
the community to identify needs and
prioritize them?
POTENTIAL ROADBLOCKS
18
● Limited capacity to manage large federal
grants
● Can be challenging to
compensate/subcontract with smaller
organizations
● Indirect rate may be low or capped
● Costs may be hard to predict for “pilot”
projects and new technologies
● Partners may work on different timelines
● Limited staff with programmatic or lived
experience
● Match can be hard to identify especially in
rural and low income communities
MATCH CONSIDERATIONS
18
● Take match seriously!
● Match can strengthen programs, but requirements can create barriers
● Some programs have lower requirements for historically underserved
communities
● Seek match from organizations that share your goals, objectives, and values
● Match can generally be cash or in-kind
● Cash match does not need to flow through you
● Don't forget about in-kind match options such as volunteer hours, equipment
already on hand, and donated items, space, services, or equipment
PERSONNEL CONSIDERATIONS
18
● Ensure adequate staff time is covered so
workloads are reasonable and fairly distributed
● It always takes more time than you think
● Plan for inflation and raises to keep options open
● Budget for special skills, knowledge or lived
experience
● Don’t forget to include “support” staff like
marketing, communications, management, etc.
● Make budgets accessible to staff and others
impacted by budget decisions
PARTNER CONSIDERATIONS
18
● Discuss your partners’ budget needs openly and include adequate funding for them
● Make sure partners are clear on match commitments
● Include time and staffing for your team to train, support, and monitor subgrantees -
and their time to comply with the CFR
● Pay for expertise - including lived experience. Compensate for time and travel at
listening sessions, etc.
● Travel can be a barrier - budget for travel costs and complement with online
engagement.
● Budget with respect for the cultural norms of partners - for example, Native
populations
QUESTIONS?

More Related Content

Similar to Building a Budget by Cat Plein and Josh Rodriguez

Efr ch11 grantprop_sr2.11
Efr ch11 grantprop_sr2.11Efr ch11 grantprop_sr2.11
Efr ch11 grantprop_sr2.11
stanbridge
 
Efr ch11 grantprop_sr2.11
Efr ch11 grantprop_sr2.11Efr ch11 grantprop_sr2.11
Efr ch11 grantprop_sr2.11
stanbridge
 
Efr ch10 busplan_sr2.4
Efr ch10 busplan_sr2.4Efr ch10 busplan_sr2.4
Efr ch10 busplan_sr2.4
stanbridge
 
nc15bizcase_v5_4.1.15.pptxppppppppppppppp
nc15bizcase_v5_4.1.15.pptxpppppppppppppppnc15bizcase_v5_4.1.15.pptxppppppppppppppp
nc15bizcase_v5_4.1.15.pptxppppppppppppppp
hadiakhan70
 
Regional Development and RBM: Proposals for improvement
Regional Development and RBM: Proposals for improvementRegional Development and RBM: Proposals for improvement
Regional Development and RBM: Proposals for improvement
GIZ Moldova
 

Similar to Building a Budget by Cat Plein and Josh Rodriguez (20)

10 tips to improve your proposal budget.pdf
10 tips to improve your proposal budget.pdf10 tips to improve your proposal budget.pdf
10 tips to improve your proposal budget.pdf
 
BSBMGT517 Manage Operational Plan Week 1
BSBMGT517 Manage Operational Plan Week 1BSBMGT517 Manage Operational Plan Week 1
BSBMGT517 Manage Operational Plan Week 1
 
Employee Benefit Plans and COVID-19 Impact
Employee Benefit Plans and COVID-19 ImpactEmployee Benefit Plans and COVID-19 Impact
Employee Benefit Plans and COVID-19 Impact
 
RPN 2022 Manila: Session 4.5 Lindsey Scannell US CLDP.pdf
RPN 2022 Manila: Session 4.5 Lindsey Scannell US CLDP.pdfRPN 2022 Manila: Session 4.5 Lindsey Scannell US CLDP.pdf
RPN 2022 Manila: Session 4.5 Lindsey Scannell US CLDP.pdf
 
Webinar: Health Care Innovation Awards Round Two - Application Road Map
 Webinar: Health Care Innovation Awards Round Two - Application Road Map Webinar: Health Care Innovation Awards Round Two - Application Road Map
Webinar: Health Care Innovation Awards Round Two - Application Road Map
 
Preparing Effective Funding Proposals
Preparing Effective Funding Proposals Preparing Effective Funding Proposals
Preparing Effective Funding Proposals
 
Capture management
Capture managementCapture management
Capture management
 
Efr ch11 grantprop_sr2.11
Efr ch11 grantprop_sr2.11Efr ch11 grantprop_sr2.11
Efr ch11 grantprop_sr2.11
 
Efr ch11 grantprop_sr2.11
Efr ch11 grantprop_sr2.11Efr ch11 grantprop_sr2.11
Efr ch11 grantprop_sr2.11
 
changingbalpower-aidmgmsystems-aidancox-regcentrebangkok-.ppt
changingbalpower-aidmgmsystems-aidancox-regcentrebangkok-.pptchangingbalpower-aidmgmsystems-aidancox-regcentrebangkok-.ppt
changingbalpower-aidmgmsystems-aidancox-regcentrebangkok-.ppt
 
Business plans (lcra)
Business plans (lcra)Business plans (lcra)
Business plans (lcra)
 
Investment planning and public investment plans: Inssues and Best Practices
Investment planning and public investment plans: Inssues and Best PracticesInvestment planning and public investment plans: Inssues and Best Practices
Investment planning and public investment plans: Inssues and Best Practices
 
RED_Intake Overview_January 24 february 1 2023 info sessions external FINAL...
RED_Intake Overview_January 24  february 1  2023 info sessions external FINAL...RED_Intake Overview_January 24  february 1  2023 info sessions external FINAL...
RED_Intake Overview_January 24 february 1 2023 info sessions external FINAL...
 
Efr ch10 busplan_sr2.4
Efr ch10 busplan_sr2.4Efr ch10 busplan_sr2.4
Efr ch10 busplan_sr2.4
 
Reporting 3.0: A Call for Participation
Reporting 3.0: A Call for Participation Reporting 3.0: A Call for Participation
Reporting 3.0: A Call for Participation
 
Rural Economic Development Program Overview
Rural Economic Development Program OverviewRural Economic Development Program Overview
Rural Economic Development Program Overview
 
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
 
Strategic Alignment of Projects
Strategic Alignment of ProjectsStrategic Alignment of Projects
Strategic Alignment of Projects
 
nc15bizcase_v5_4.1.15.pptxppppppppppppppp
nc15bizcase_v5_4.1.15.pptxpppppppppppppppnc15bizcase_v5_4.1.15.pptxppppppppppppppp
nc15bizcase_v5_4.1.15.pptxppppppppppppppp
 
Regional Development and RBM: Proposals for improvement
Regional Development and RBM: Proposals for improvementRegional Development and RBM: Proposals for improvement
Regional Development and RBM: Proposals for improvement
 

More from Forth

More from Forth (20)

Charging Forward: Bringing Electric Vehicle Charging Infrastructure to Rural ...
Charging Forward: Bringing Electric Vehicle Charging Infrastructure to Rural ...Charging Forward: Bringing Electric Vehicle Charging Infrastructure to Rural ...
Charging Forward: Bringing Electric Vehicle Charging Infrastructure to Rural ...
 
EV Charging Resources and Technical Assistance for Rural Communities and Trib...
EV Charging Resources and Technical Assistance for Rural Communities and Trib...EV Charging Resources and Technical Assistance for Rural Communities and Trib...
EV Charging Resources and Technical Assistance for Rural Communities and Trib...
 
Access to Rural Charging by David Skakel
Access to Rural Charging by David SkakelAccess to Rural Charging by David Skakel
Access to Rural Charging by David Skakel
 
Preparing for Transportation Electrification: The Electric Coop Perspective
Preparing for Transportation Electrification: The Electric Coop PerspectivePreparing for Transportation Electrification: The Electric Coop Perspective
Preparing for Transportation Electrification: The Electric Coop Perspective
 
Equity & Freight Electrification by Jose Miguel Acosta Cordova
Equity & Freight Electrification by Jose Miguel Acosta CordovaEquity & Freight Electrification by Jose Miguel Acosta Cordova
Equity & Freight Electrification by Jose Miguel Acosta Cordova
 
Electric Nation Upper Midwest Inter-Tribal Electric Vehicle (EV) Charging Com...
Electric Nation Upper Midwest Inter-Tribal Electric Vehicle (EV) Charging Com...Electric Nation Upper Midwest Inter-Tribal Electric Vehicle (EV) Charging Com...
Electric Nation Upper Midwest Inter-Tribal Electric Vehicle (EV) Charging Com...
 
Centering Equity Panel by Samantha Bingham
Centering Equity Panel by Samantha BinghamCentering Equity Panel by Samantha Bingham
Centering Equity Panel by Samantha Bingham
 
Where to Start: Listen Panel Discussion & Session by Maggie Striz Calnin
Where to Start: ListenPanel Discussion & Session by Maggie Striz CalninWhere to Start: ListenPanel Discussion & Session by Maggie Striz Calnin
Where to Start: Listen Panel Discussion & Session by Maggie Striz Calnin
 
EPA Funding Opportunities for Equitable Electric Transportation by Mike Moltzen
EPA Funding Opportunities for Equitable Electric Transportationby Mike MoltzenEPA Funding Opportunities for Equitable Electric Transportationby Mike Moltzen
EPA Funding Opportunities for Equitable Electric Transportation by Mike Moltzen
 
Building a Future Where Everyone Can Ride and Drive Electric by Bridget Gilmore
Building a Future Where Everyone Can Ride and Drive Electric by Bridget GilmoreBuilding a Future Where Everyone Can Ride and Drive Electric by Bridget Gilmore
Building a Future Where Everyone Can Ride and Drive Electric by Bridget Gilmore
 
Program Design by Prateek Suri and Christian Williss
Program Design by Prateek Suri and Christian WillissProgram Design by Prateek Suri and Christian Williss
Program Design by Prateek Suri and Christian Williss
 
Increasing Community Impact with Meaningful Engagement by Brytanee Brown
Increasing Community Impact with Meaningful Engagement by Brytanee BrownIncreasing Community Impact with Meaningful Engagement by Brytanee Brown
Increasing Community Impact with Meaningful Engagement by Brytanee Brown
 
Clean Mobility Options Program by Sarah Huang
Clean Mobility Options Program by Sarah HuangClean Mobility Options Program by Sarah Huang
Clean Mobility Options Program by Sarah Huang
 
Bizwerx Innovation & Mobility Hub by Dr. Cassandra Little
Bizwerx Innovation & Mobility Hub by Dr. Cassandra LittleBizwerx Innovation & Mobility Hub by Dr. Cassandra Little
Bizwerx Innovation & Mobility Hub by Dr. Cassandra Little
 
Program Design by Prateek Suri and Shakaya Cooper
Program Design by Prateek Suri and Shakaya CooperProgram Design by Prateek Suri and Shakaya Cooper
Program Design by Prateek Suri and Shakaya Cooper
 
Equity Lab: Inked with Intent by The Greenlining Institute
Equity Lab: Inked with Intent by The Greenlining InstituteEquity Lab: Inked with Intent by The Greenlining Institute
Equity Lab: Inked with Intent by The Greenlining Institute
 
USDA’s EV Charging Infrastructure Solutions by Chris McLean
USDA’s EV Charging Infrastructure Solutionsby Chris McLeanUSDA’s EV Charging Infrastructure Solutionsby Chris McLean
USDA’s EV Charging Infrastructure Solutions by Chris McLean
 
Design and Fund Equitable Electric Transportation For Communities by Jasmine ...
Design and Fund Equitable Electric Transportation For Communities by Jasmine ...Design and Fund Equitable Electric Transportation For Communities by Jasmine ...
Design and Fund Equitable Electric Transportation For Communities by Jasmine ...
 
Building a Future Where Everyone Can Ride and Drive Electric by Linda Bailey
Building a Future Where Everyone Can Ride and Drive Electric by Linda BaileyBuilding a Future Where Everyone Can Ride and Drive Electric by Linda Bailey
Building a Future Where Everyone Can Ride and Drive Electric by Linda Bailey
 
Environmental and Climate Justice Programby Karen Campblin
Environmental and Climate Justice Programby Karen CampblinEnvironmental and Climate Justice Programby Karen Campblin
Environmental and Climate Justice Programby Karen Campblin
 

Recently uploaded

Car Seat Covers and Seat Protection Guide
Car Seat Covers and Seat Protection GuideCar Seat Covers and Seat Protection Guide
Car Seat Covers and Seat Protection Guide
AskXX.com
 
Solar Photovoltaic Plant Project Proposal by Slidesgo.pptx
Solar Photovoltaic Plant Project Proposal by Slidesgo.pptxSolar Photovoltaic Plant Project Proposal by Slidesgo.pptx
Solar Photovoltaic Plant Project Proposal by Slidesgo.pptx
AmarHaddad
 
Catalogue Yamaha Nouvo 115 S / Nouvo .pdf
Catalogue Yamaha Nouvo 115 S / Nouvo .pdfCatalogue Yamaha Nouvo 115 S / Nouvo .pdf
Catalogue Yamaha Nouvo 115 S / Nouvo .pdf
HafizLaziz
 
Vina Score and Vin Min for almost all the models 2024
Vina Score and Vin Min for almost all the models 2024Vina Score and Vin Min for almost all the models 2024
Vina Score and Vin Min for almost all the models 2024
jipohal318
 
Battery Management System Functions (Flowchart of BMS Operations)
Battery Management System Functions (Flowchart of BMS Operations)Battery Management System Functions (Flowchart of BMS Operations)
Battery Management System Functions (Flowchart of BMS Operations)
Electric Vehicle Geek
 

Recently uploaded (20)

Car Seat Covers and Seat Protection Guide
Car Seat Covers and Seat Protection GuideCar Seat Covers and Seat Protection Guide
Car Seat Covers and Seat Protection Guide
 
Solar Photovoltaic Plant Project Proposal by Slidesgo.pptx
Solar Photovoltaic Plant Project Proposal by Slidesgo.pptxSolar Photovoltaic Plant Project Proposal by Slidesgo.pptx
Solar Photovoltaic Plant Project Proposal by Slidesgo.pptx
 
Battery Management System Circuit Diagram.pdf
Battery Management System Circuit Diagram.pdfBattery Management System Circuit Diagram.pdf
Battery Management System Circuit Diagram.pdf
 
Is Your Porsche Cayenne Radio On The Fritz Here's What It Could Mean
Is Your Porsche Cayenne Radio On The Fritz Here's What It Could MeanIs Your Porsche Cayenne Radio On The Fritz Here's What It Could Mean
Is Your Porsche Cayenne Radio On The Fritz Here's What It Could Mean
 
Torque converter In automobile engineering
Torque converter In automobile engineeringTorque converter In automobile engineering
Torque converter In automobile engineering
 
Catalogue Yamaha Nouvo 115 S / Nouvo .pdf
Catalogue Yamaha Nouvo 115 S / Nouvo .pdfCatalogue Yamaha Nouvo 115 S / Nouvo .pdf
Catalogue Yamaha Nouvo 115 S / Nouvo .pdf
 
Car Audio Systems Enhancing Your Driving Experience
Car Audio Systems Enhancing Your Driving ExperienceCar Audio Systems Enhancing Your Driving Experience
Car Audio Systems Enhancing Your Driving Experience
 
Basic of Firmware & Embedded Software Programming in C
Basic of Firmware & Embedded Software Programming in CBasic of Firmware & Embedded Software Programming in C
Basic of Firmware & Embedded Software Programming in C
 
What Should BMW Owners Know About Steptronic Transmission Problems
What Should BMW Owners Know About Steptronic Transmission ProblemsWhat Should BMW Owners Know About Steptronic Transmission Problems
What Should BMW Owners Know About Steptronic Transmission Problems
 
Timer Handling in UDS | S3 Server Timer | P2 and P2 Start Timer
Timer Handling in UDS | S3 Server Timer | P2 and P2 Start TimerTimer Handling in UDS | S3 Server Timer | P2 and P2 Start Timer
Timer Handling in UDS | S3 Server Timer | P2 and P2 Start Timer
 
Introduction to Automotive Bootloader | Programming Sequence
Introduction to Automotive Bootloader | Programming SequenceIntroduction to Automotive Bootloader | Programming Sequence
Introduction to Automotive Bootloader | Programming Sequence
 
CAMIONES TOYOTA N04C- Engine y HINO 300.
CAMIONES TOYOTA N04C- Engine y HINO 300.CAMIONES TOYOTA N04C- Engine y HINO 300.
CAMIONES TOYOTA N04C- Engine y HINO 300.
 
-VDA-Special-Characteristics Special characteristics.pdf
-VDA-Special-Characteristics Special characteristics.pdf-VDA-Special-Characteristics Special characteristics.pdf
-VDA-Special-Characteristics Special characteristics.pdf
 
Vina Score and Vin Min for almost all the models 2024
Vina Score and Vin Min for almost all the models 2024Vina Score and Vin Min for almost all the models 2024
Vina Score and Vin Min for almost all the models 2024
 
Quicker and better: South Korea’s new high-speed train 'EMU-320'
Quicker and better: South Korea’s new high-speed train 'EMU-320'Quicker and better: South Korea’s new high-speed train 'EMU-320'
Quicker and better: South Korea’s new high-speed train 'EMU-320'
 
Benefits of Load Planning in Fleet Management
Benefits of Load Planning in Fleet ManagementBenefits of Load Planning in Fleet Management
Benefits of Load Planning in Fleet Management
 
Introduction to UDS over CAN | UDS Service
Introduction to UDS over CAN | UDS ServiceIntroduction to UDS over CAN | UDS Service
Introduction to UDS over CAN | UDS Service
 
Nokia Drone Networks - Customer Presentation - MWC2.pdf
Nokia Drone Networks - Customer Presentation - MWC2.pdfNokia Drone Networks - Customer Presentation - MWC2.pdf
Nokia Drone Networks - Customer Presentation - MWC2.pdf
 
Why Won't Your Audi A3 Shift Into Reverse Gear Let's Investigate
Why Won't Your Audi A3 Shift Into Reverse Gear Let's InvestigateWhy Won't Your Audi A3 Shift Into Reverse Gear Let's Investigate
Why Won't Your Audi A3 Shift Into Reverse Gear Let's Investigate
 
Battery Management System Functions (Flowchart of BMS Operations)
Battery Management System Functions (Flowchart of BMS Operations)Battery Management System Functions (Flowchart of BMS Operations)
Battery Management System Functions (Flowchart of BMS Operations)
 

Building a Budget by Cat Plein and Josh Rodriguez

  • 1. Building A Budget Cat Plein | Development & Communications Director | Forth Josh Rodriguez | Program Director for Environment | AASHTO 04/17/2024 6
  • 2. AGENDA ● Overview of Budgeting for Federal Funding ● Key Components for Building A Budget ○ Guiding Questions ○ Match Considerations ○ Personnel Considerations ○ Partner Considerations ○ Anticipating Potential Roadblocks 18
  • 3. FEDERAL BUDGETS - 30K FEET ● Is Federal funding right for my organization? ● Project readiness ● Considerations for compliance when drafting your budget ● Guiding principles and rules of Federal funding ○ 2 Code of Federal Regulation(CFR) 200: Uniform Guidance ○ Title 23: Governing Statute of Federal Highway funding ○ State Procurement Rules and Regulations 18
  • 4. NATIONAL HIGHWAY INSTITUTE - 2 CFR 200 18
  • 5. DOT NAVIGATOR & PROJECT READINESS 18
  • 6. KEY COMPONENTS FOR BUDGETS ● Guiding Questions ● Match Considerations ● Personnel Considerations ● Partner Considerations ● Anticipating Potential Roadblocks 18
  • 7. GUIDING QUESTIONS 18 ● How does the budget illustrate your values? What’s in, and what’s excluded? ● Who benefits and who is burdened? ● Are there unmet needs that our budget could address? ● Have we built in “wiggle room” to account for delays and other variables? ● Have we considered the impacts of inflation? ● Have we created opportunities for staff and the community to identify needs and prioritize them?
  • 8. POTENTIAL ROADBLOCKS 18 ● Limited capacity to manage large federal grants ● Can be challenging to compensate/subcontract with smaller organizations ● Indirect rate may be low or capped ● Costs may be hard to predict for “pilot” projects and new technologies ● Partners may work on different timelines ● Limited staff with programmatic or lived experience ● Match can be hard to identify especially in rural and low income communities
  • 9. MATCH CONSIDERATIONS 18 ● Take match seriously! ● Match can strengthen programs, but requirements can create barriers ● Some programs have lower requirements for historically underserved communities ● Seek match from organizations that share your goals, objectives, and values ● Match can generally be cash or in-kind ● Cash match does not need to flow through you ● Don't forget about in-kind match options such as volunteer hours, equipment already on hand, and donated items, space, services, or equipment
  • 10. PERSONNEL CONSIDERATIONS 18 ● Ensure adequate staff time is covered so workloads are reasonable and fairly distributed ● It always takes more time than you think ● Plan for inflation and raises to keep options open ● Budget for special skills, knowledge or lived experience ● Don’t forget to include “support” staff like marketing, communications, management, etc. ● Make budgets accessible to staff and others impacted by budget decisions
  • 11. PARTNER CONSIDERATIONS 18 ● Discuss your partners’ budget needs openly and include adequate funding for them ● Make sure partners are clear on match commitments ● Include time and staffing for your team to train, support, and monitor subgrantees - and their time to comply with the CFR ● Pay for expertise - including lived experience. Compensate for time and travel at listening sessions, etc. ● Travel can be a barrier - budget for travel costs and complement with online engagement. ● Budget with respect for the cultural norms of partners - for example, Native populations