Enhancing Grant Budget Management for BHRN Partners
Ensure BHRN partners follow budget guidelines post-negotiations and OAC approval, track spending versus budgeted amounts, and facilitate budget reallocations across categories for transparent fiscal reporting. Flexibility in budget adjustments is key for meeting program outcomes effectively.
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Presentation Transcript
Budget Report Template Overview Purpose and background of the template and why we need this data While every BHRN Partner submitted a budget as part of their M110 grant application, not all budgets were revisited post-negotiations and OAC approval at the budget category level of detail. The Budget Report ensures all BHRN partners have budgeted their OAC-approved amount across the five budget categories. This data will allow us to compare spending versus budgeted amounts, track budget reallocations across categories, and provide BHRN partners regular and transparent updates of remaining funds for each category. The integrity and completeness of this data is critical for all fiscal reporting to come.
Categories included in the Expenditure Report Template Expenditure Reporting Requirements All M110 spending must be reported, so begin tracking expenses upon contract execution! Section A: Budget Categories 1. Personnel Costs 2. Program Staff Training Costs 3. Services and Supplies Costs 4. Capital Outlay Costs 5. Administration Costs First reports capturing initial program expenses are due January 2023 with reoccurring reports submitted on a quarterly basis. Section B: Service Areas 1. Screening and Comprehensive Behavioral Health Needs Assessment 2. Individual Intervention Planning 3. Low Barrier Substance Use Treatment 4. Peer Support Integration 5. Housing Services 6. Harm Reduction Intervention 7. Supported Employment Reports will include narratives describing the spending by the same categories as above *More details and instructions to come in the Expenditure Report Template TA session
Background on Budget Adjustments BHRN grantees have asked for flexibility to meet outcomes and targets Various factors have created a need to adjust M110 budgets during implementation, such as hiring delays or changes in supply prices. These challenges impact BHRN grantees budgets daily and require budget adjustment consideration, maintaining focus on outcomes and program efficacy. Budgets are currently being revised based on county BHRN negotiation and will continue to need regular adjustment.
Delegation of Authority for Specific Budget Adjustments Official request for a delegation of authority from OAC to OHA The grantee s overall not-to-exceed contract amount is not impacted, I move to delegate authority to the Oregon Health Authority to approve changes to M.110 grantee budgets if: The grantee is not proposing to use funds for a service area, or an activity explicitly voted to not include by the OAC, The grantee is requesting a change between budget categories that is no more than a 25% difference of the entire not-to-exceed budget, or The grantee is requesting a change to move money between items/activities/costs within the same budget category of their approved budget.
