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Budget Template
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This template is compatible with MS Excel 2010 or later versions only. Hence, users with earlier MS versions are requested to upgrade to MS Excel 2010 or later versions before working on this file.

Users are requested to use care in using the template, and not tamper with the formulae. Budgets that were subject to tampering will be rejected and users will be requested to resubmit the information in a new template.

When copying/pasting data, users should ensure they do not overwrite any of the formula fields. Applicants should not overwrite pick-list values, the only acceptable options are those provided in the dropdown lists.
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For detailed guidance on how to fill the template, please refer to the Instructions for Completing the Budget Template. (https://www.theglobalfund.org/en/funding-model/throughout-the-cycle/financial-management-strengthening/)
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For detailed guidance on the Global Fund’s budgeting principles, please refer to the Global Fund Guidelines for Grant Budgeting. (https://www.theglobalfund.org/en/funding-model/throughout-the-cycle/financial-management-strengthening/)
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Budget TabsBrief descriptionManual entry?
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SetupProvides general information about the grant, including implementation period start and end dates, yearly set up of the budget, implementers, and third parties.Y
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Budget-Non HPImplementer provides information by module, intervention, cost input, implementer, geography, payment modality, and source of funds.Y
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Budget-HPImplementer provides information by module, intervention, cost input, implementer, geography, payment modality and source of funds. Reserved only for grants that submit an online HPMT. No manual data entry permitted.Y
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Budget SummaryPre-populated summary based on the budget tab inputs. Provides a snapshot of the budget, grouped by three categories: modules, cost groupings, and implementers. This tab is in the language selected by the applicant.N
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Summary by InterventionPre-populated summary based on the budget tab inputs. Provides a snapshot of the budget by intervention.N
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Summary by Cost InputPre-populated summary based on the budget tab inputs. Provides a snapshot of the budget by cost input.N
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Summary by Source of FundsPre-populated summaries based on the budget tab inputs. It provides a snapshot of the budget, grouped by the source of funding.N
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Summary ICRThe summary Indirect Cost Recovery (ICR) is automatically pre-populated using the rates provided on the "Setup" tab together with cost information provided in the budget tabs. Only applicable for grants with implementers eligible to claim ICR.Y
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Assumptions HREach implementer budgets their human resources (HR) costs using the standardized assumption template in payment currency. After completing all relevant assumptions in the "Assumptions HR" tab, the implementer consolidates and links—through formulas—the resulting annual totals from the different assumption lines to the corresponding single budget line in the "Budget Non-HP" tab. Where multiple assumptions relate to the same HR budget line, all respective annual amounts must first be fully calculated and then aggregated under that budget line. The implementer may tailor the template to specific requirements in consultation with the Country Team (CT).Y
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Assumptions TRCEach implementer budgets their travel-related costs (TRC) using the standardized assumption template in payment currency. After completing all relevant assumptions in the "Assumptions TRC" tab, the implementer consolidates and links—through formulas—the resulting annual totals from the different assumption lines to the corresponding single budget line in the "Budget Non-HP" tab. Where multiple assumptions relate to the same TRC budget line, all respective annual amounts must first be fully calculated and then aggregated under that budget line. The implementer may tailor the template to specific requirements in consultation with the Country Team (CT).Y
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Assumptions OtherFree sheet to detail unit costs for other costs listed in the budget tabs.Y
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HP List - FocusedImplementers under input-based Focused management models ("Light" or "non-RBF component of Targeted, if applicable") provide a list of health products in this tab, instead of using the online HPMT. The total costs in grant currency are linked to the "Budget - Non HP" tab. This tab cannot be used for Core or High Impact portfolios grants as they must use the online HPMT.Y
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Free sheet-enter what you needUsed to provide any additional and relevant information that does not fit in the standardized tabs.Y
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Free pivot tableApplicants and/or CT can use this tab to perform checks and analysis using built-in pivot tables which are based on the budget tabs.Y
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Investment Landscape OverviewProvides an overview of the investment landscape. The user can navigate to the "Data" tab (in the Excel menu on top of the page) and press 'Refresh All' button twice to refresh the summary tables every time the budget tabs are updated.N
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