Sample Intervention Budget

For this activity, you will develop a budget for an intervention related to the public health issue that you are using for your final project. Although your final project will be done in groups, your sample intervention budget will be completed and submitted individually. Your submission will include a brief introduction of the public health issue, the actual budget, and then a brief explanation of the budget. A template of a budget with line item explanation will be provided for you to use, but you do not have to follow this format. 

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Budget Preparation Worksheet
Sample Project Budget

Organization:

___________________________
Grant Period: (from_________ to _________)
Budget Period: (from________ to ________)

Project Year(s): _________________________

Missouri Department of Health and Senior Services

I

Community Health Improvement Resources Capacity

I. Personnel Total
i. Position

Principal
Investigator
Project Staff

Project Staff 2
(as needed)
Administrative
Staff
Administrative
Staff 2 (as needed)
Other Staff 1

Other Staff 2
(as needed)

Base Salary % of Effort Project Salary Fringe % Fringe Amount (Project Salary +
Fringe Amount)

Fringe Benefits (_____ %)

Total Personnel Expenses:

_________________

II. Other Direct Costs
i. General Office Supplies/Materials

Office Operations
Equipment

ii. Intervention Materials
Incentives/Promotions
Surveys
Other intervention materials

iii. Meeting and Intervention Activity Space
iv. Transportation/Travel

Personnel Travel Expenses
Intervention Participants Travel Expenses

v. Other

Total Direct Costs:

_________________
III. Purchased Services

i. Consultants
ii. Contracts
iii. Technical Assistance

Total Purchased Services: ________________
TOTAL DIRECT COSTS: ________________

IV. Indirect Costs (% X Total Direct Costs)

V. Grand Total
Missouri Department of Health and Senior Services

Organization:
1. Grant Period from:
2. to:
3. Budget Period from:
4. to_2:
5. Project Years:
6. i Position:
7. Base SalaryPrincipal Investigator:
8. of EffortPrincipal Investigator:
9. Project SalaryPrincipal Investigator:
10. Fringe Principal Investigator:
11. Fringe AmountPrincipal Investigator:
12. Project Salary Fringe AmountPrincipal Investigator:
13. Base SalaryProject Staff:
14. of EffortProject Staff:
15. Project SalaryProject Staff:
16. Fringe Project Staff:
17. Fringe AmountProject Staff:
18. Project Salary Fringe AmountProject Staff:
19. Base SalaryProject Staff 2 as needed:
20. of EffortProject Staff 2 as needed:
21. Project SalaryProject Staff 2 as needed:
22. Fringe Project Staff 2 as needed:
23. Fringe AmountProject Staff 2 as needed:
24. Project Salary Fringe AmountProject Staff 2 as needed:
25. Base SalaryAdministrative Staff:
26. of EffortAdministrative Staff:
27. Project SalaryAdministrative Staff:
28. Fringe Administrative Staff:
29. Fringe AmountAdministrative Staff:
30. Project Salary Fringe AmountAdministrative Staff:
31. Base SalaryAdministrative Staff 2 as needed:
32. of EffortAdministrative Staff 2 as needed:
33. Project SalaryAdministrative Staff 2 as needed:
34. Fringe Administrative Staff 2 as needed:
35. Fringe AmountAdministrative Staff 2 as needed:
36. Project Salary Fringe AmountAdministrative Staff 2 as needed:
37. Base SalaryOther Staff 1:
38. of EffortOther Staff 1:
39. Project SalaryOther Staff 1:
40. Fringe Other Staff 1:
41. Fringe AmountOther Staff 1:
42. Project Salary Fringe AmountOther Staff 1:
43. Base SalaryOther Staff 2 as needed:
44. of EffortOther Staff 2 as needed:
45. Project SalaryOther Staff 2 as needed:
46. Fringe Other Staff 2 as needed:
47. Fringe AmountOther Staff 2 as needed:
48. Project Salary Fringe AmountOther Staff 2 as needed:
49. :
50. Fringe Benefits:
51. II Other Direct Costs:
52. i General Office SuppliesMaterials:
53. Office Operations:
54. Equipment:
55. ii Intervention Materials:
56. IncentivesPromotions:
57. Surveys:
58. Other intervention materials:
59. iii Meeting and Intervention Activity Space:
60. iv TransportationTravel:
61. Personnel Travel Expenses:
62. Intervention Participants Travel Expenses:
63. v Other:
64. III Purchased Services:
65. i Consultants:
66. ii Contracts:
67. iii Technical Assistance:
68. IV Indirect Costs X Total Direct Costs:
69. _2:
70. Organization_2:
71. Grant Period from_2:
72. to_3:
73. Budget Period from_2:
74. to_4:
75. Project Years_2:
76. i Position_2:
77. Base SalaryPrincipal Investigator_2:
78. of EffortPrincipal Investigator:
79. Project SalaryPrincipal Investigator_2:
80. Fringe Principal Investigator_2:
81. Fringe AmountPrincipal Investigator_2:
82. Project Salary Fringe AmountPrincipal Investigator_2:
83. Base SalaryProject Staff_2:
84. of EffortProject Staff:
85. Project SalaryProject Staff_2:
86. Fringe Project Staff_2:
87. Fringe AmountProject Staff_2:
88. Project Salary Fringe AmountProject Staff_2:
89. Base SalaryProject Staff 2 as needed_2:
90. of EffortProject Staff 2 as needed:
91. Project SalaryProject Staff 2 as needed_2:
92. Fringe Project Staff 2 as needed_2:
93. Fringe AmountProject Staff 2 as needed_2:
94. Project Salary Fringe AmountProject Staff 2 as needed_2:
95. Base SalaryAdministrative Staff_2:
96. of EffortAdministrative Staff:
97. Project SalaryAdministrative Staff_2:
98. Fringe Administrative Staff_2:
99. Fringe AmountAdministrative Staff_2:
100. Project Salary Fringe AmountAdministrative Staff_2:
101. Base SalaryAdministrative Staff 2 as needed_2:
102. of EffortAdministrative Staff 2 as needed:
103. Project SalaryAdministrative Staff 2 as needed_2:
104. Fringe Administrative Staff 2 as needed_2:
105. Fringe AmountAdministrative Staff 2 as needed_2:
106. Project Salary Fringe AmountAdministrative Staff 2 as needed_2:
107. Base SalaryOther Staff 1_2:
108. of EffortOther Staff 1:
109. Project SalaryOther Staff 1_2:
110. Fringe Other Staff 1_2:
111. Fringe AmountOther Staff 1_2:
112. Project Salary Fringe AmountOther Staff 1_2:
113. Base SalaryOther Staff 2 as needed_2:
114. of EffortOther Staff 2 as needed:
115. Project SalaryOther Staff 2 as needed_2:
116. Fringe Other Staff 2 as needed_2:
117. Fringe AmountOther Staff 2 as needed_2:
118. Project Salary Fringe AmountOther Staff 2 as needed_2:
119. _3:
120. Fringe Benefits_2:

Total Personnel Expenses:

121. II Other Direct Costs_2:
122. i General Office SuppliesMaterials_2:
123. Office Operations_2:
124. Equipment_2:
125. ii Intervention Materials_2:
126. IncentivesPromotions_2:
127. Surveys_2:
128. Other intervention materials_2:
129. iii Meeting and Intervention Activity Space_2:
130. iv TransportationTravel_2:
131. Personnel Travel Expenses_2:
132. Intervention Participants Travel Expenses_2:
133. v Other_2:

Total Direct Costs:

134. III Purchased Services_2:
135. i Consultants_2:
136. ii Contracts_2:
137. iii Technical Assistance_2:
138. IV Indirect Costs X Total Direct Costs_2:
139. _4:

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Budget Preparation Worksheet
Budget Explanation

When creating your intervention budget, take into consideration that your budget and
allocation of funds may vary from year to year. For example, in Year 1, many of your
funds may go into buying supplies or investing money in materials for start-up. In Year

2

and beyond, you may be spending most of your budget disseminating your intervention
materials or on evaluation efforts. It is important to create your yearly intervention
budget to reflect these changes.

I. Personnel: Personnel refers to all staff members who will be involved in the
various intervention activities. Others helping with the intervention, such as
consultants or technical assistance, are not considered Personnel, but are rather
included in the Purchased Services Total. Remember: When creating Year 2 and
beyond budgets, it is important to adjust for Personnel salaries based on increases
in cost of living. When calculating Personnel salaries for Year 2 and beyond,
multiply personnel by the expected increase of cost of living for each year.

Calculating Personnel-
• Base Salary: For each personnel position, state the base salary for the position

(before benefits or other compensation amounts).
o Example: Principal Investigator -$75,000

• % of Time: For each personnel position, determine the percent of that
person’s total time that will be used to work on the intervention project.

o Example: A Principal Investigator may only contribute 25% of his/her
time to oversee the project, while interns or research assistants may be
using 100% of their time on intervention activities.

• Project Salary: For each personnel position, determine the project salary by
multiplying base salary by % of time.

o Example: Principal Investigator [$75,000 (Base Salary) X 25% (% of
time) =$ 18,750 (Project Salary)]

• Fringe Benefit %: Fringe benefits include all taxes, as well as health
insurance, paid time off, retirement, and other benefits provided. Fringe
benefits may or may not be offered to all employees. Fringe benefit %s are
at the discretion of the organization based on amount of funding and what it
offers its employees in terms of benefits. Fringe benefit for a graduate
research assistant may be a little as 3% perhaps providing worker’s
compensation only, as opposed to 20- 40% for senior full time employee of
the project receiving full benefits.

o Example: Full time employees may receive a fringe benefit rate of
30%

• Fringe Amount: To determine fringe amount, multiple the fringe benefit
percentage rate by the project salary amount. (Remember: {Base Salary} X
{% of Time} = {Project Salary})

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o Example: Principal Investigator [$18,750 (Project Salary) x 30%
(Fringe Benefit %) = $5,625(Fringe Amount)]

• Total: To determine the total cost of each personnel position, add the project
salary + the fringe amount.

o Example: Principal Investigator [$18,750 (Project Salary) + $5,62

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(Fringe Amount) = $24,375 (Total Salary Cost)]

i. Principal Investigator: Includes project time associated with such
positions as project direct, principal investigator, or any co-principal
investigators that provide the main leadership to the project.

ii. Project Staff: Includes salary costs of the project staff such as project
manager, project coordinator, or senior staff, who directly work on the
project. Project staff can also include nurses, statisticians, researchers,
graduate assistants, epidemiologist or any other staff with roles directly
related to aspects of the project.

iii. Administrative Staff: Includes any staff providing administrative
support, such as secretaries, administrative assistant, bookkeeper, data
entry staff or any staff used for this type of work.

iv. Other Staff: Any other staff not included in the other personnel
categories, such as a stipend or salary for interns or fellows.

Total

(Project Salary +
Fringe Amount)

$24,375

II. Other Direct Costs: These are direct non-personnel cost of any materials and
resources that are necessary for completing the research or intervention.

i. General Office Supplies and materials: Includes any of the fixed costs of
having your organization remain in operation. Office operations and
equipment are included in this category. These categories encompass
computers, software, office supplies/materials, telephones, copy machines,
office furniture, postage, etc. You may spend more on office supplies and
materials in your first year of the intervention than in subsequent years.

Total
2,800

200
1,000
1,500

200
$5,700

ii. Intervention Materials: Intervention materials are those that are needed to
implement your program that are not already included general office

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supplies and materials. Intervention materials include any money spent on
incentives or promotions for intervention participants. This can also
include the costs for materials such as pre/post surveys and copies, other
intervention materials such as brochures, posters, or any other materials
created to promote the intervention, including distribution costs of
intervention materials. Intervention material costs may vary from year to
year.

Total

15
8

37
$60

iii. Meeting and Intervention Activity Space: Includes cost for the use of
meeting or intervention activity space. If these types of activities occur
outside the office, you may need to rent a meeting room. Some places may
also charge a fee for use of audio visual equipment, such as projectors or
TVs. Food and drinks provided at the meeting should also be included in
this category.

Total
75
10
80

$165

iv. Transportation/Travel: Refers to travel and transportation costs for project
staff or consultants to perform intervention duties. This may include fees
or stipends to attend professional meetings or perform interviews or
surveys out-of-town. Transportation/Travel costs can also include those
incurred by providing a means for participants to get to your intervention
activities in order to increase participation.

Total
350
75

450
25

$900

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v. Other: Refers to any other costs not covered in the other direct costs. This
might include workshop fees, data purchases, and subscriptions to journals
or any other miscellaneous program costs.

III. Purchased Services: This refers to fees paid to individuals or companies for a
specific service, usually occurring temporarily during the intervention that is not
completed by the regular project staff. Purchased services may vary from project
year to project year.

i. Consultants: Includes individuals providing expert or professional advice
for an agreed per diem rate. Consultants could provide services such as
proposal review, speaking engagements, or services for an advisory
board/committee. Consultants are usually hired on an hourly or daily rate.
When calculating consultant fees, include the hourly rate and how many
hours you expect them to be needed for that project year.

Total
300

$600

ii. Contracts: Includes agreements entered into with individuals or
companies, to provide a specific service to the project. Contracts could
include hiring a company to survey participants by phone or to design
intervention materials. Contracts are usually negotiated for a set amount
for the provided service.

Total

800
$800

iii. Technical Assistance: Includes any fees for professional technical
services, such as; setting up or maintaining computer systems, providing
training on software programs, or providing repairs for office technology.
Technical assistance can vary from company to company and by service,
some may charge an hourly rate or charge a set amount for maintenance.

Total
750

$750

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IV. Indirect Costs: This is a percentage that includes costs incurred by the organization
as a result of the intervention, but that is not easily identifiable with any specific
component of the intervention. Indirect costs are sometimes also referred to as
facilities and administrative (F&A) costs. Indirect costs include building
maintenance costs, utilities, property insurance, accounting, or legal expenses. If
your intervention is being housed in university space, your indirect cost may be
upwards of 30-60%, however if your space is in a community organization’s
building, it may be much lower, for instance, 10-15%. Remember: Indirect Cost is a
percentage that is multiplied by the total direct cost to determine your total project
cost

Total
165,652

10%
$16,565

V. Grand Total: Project budget total (Personnel Total + Other Direct Cost Total +
Indirect Cost Total) for Year 1.

Total
165,652
16,565

$182,217

Remember that you are calculating your project budget by year or cycle, and that your
expenses may fluctuate from year to year. You will need to take into consideration how
your budget will change from year to year and what categories may need more or less
money during the course of the intervention. It is also important to remember increases
in cost of living for personnel salaries (typically 3%).

* Please see the sample budget Excel sheet for the calculation of Direct Costs

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