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[null,"INSTRUCTIONS FOR HMSTrust GRANT BUDGET &  FINANCIAL ACQUITTAL TEMPLATE"]
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[null,"When you apply to HMSTrust for a grant, you are required to provide a budget for your request using this template. If your request is successful, as part of your final reporting back to HMSTrust, you will be required to provide a financial acquittal using this same template. (See Acquittal columns in budget template.)"]
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[null,"Please save a copy of this Excel document to enable you to attach it to your online application once completed, and for future reporting, if successful. As you save it, we recommend you re-name your template with your organisation name in the title e.g. \"XY org budget\". Make sure you include your organisation name in the field at the top of the template."]
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[null,"1. COMPLETING YOUR APPLICATION BUDGET"]
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[null,"Make sure that your project budget details are accurate and realistic, as you will be required to report against this budget should your application be successful."]
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[null,"GST: Note that grants made by HMSTrust are regarded as gifts and are not subject to GST. If you are registered for GST do not include GST in your income and expenditure figures. If you are not registered for GST you should include GST in your expenditure figures, where applicable."]
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[null,"Funding period: Generally small grants run over a 12-18 month period. Please ensure you enter the dates for the project in the relevant box at the top, e.g. the dates you expect your project to commence and conclude.  The funding period does not have to align to a financial, calendar or 12 month period but needs to work for your project, and fit in with final reporting back to the Trust."]
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[null,"You must state whether income from other sources is confirmed (Yes) or not confirmed (No). If your budget includes income that is not confirmed (for example, an application to another funding body/foundation), you will need to update us with the results as they become available. Please note HMSTrust only pays out a grant once all funding for a project has been confirmed. If an application to another funding body is unsuccessful, or other income becomes unavailable, you must advise HMSTrust as soon as possible. You will need to submit a revised budget. If your application is successful, you will be required to report Actuals against your Budget."]
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[null,"Totals: The budgeted 'total income' should be equal to or higher than the budgeted 'total expenses'. The template will calculate totals as you complete the budget. "]
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[null,"You will be required to enter your project budget totals into your grant application form. Ensure that the totals in your application form match with the totals in your completed Project Budget Template."]
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[null,"Notes: You may provide additional narrative notes for particular line items if required by putting a number in the 'Note #' column, and include corresponding narrative detail in the Notes section at the end."]
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[null,"DEFINITIONS"]
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[null,"In-kind is non-cash contributions of time, services, equipment, materials etc. The in-kind Income line item must match the in-kind Expense line item.  Only enter the in-kind details in the Income section and it will auto populate in the Expense section."]
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[null,"Earned income is income that is expected to be generated from the project (e.g. ticket sales, fee-for-service etc.)"]
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[null,"2. COMPLETING YOUR FINANCIAL ACQUITTAL IF YOU RECEIVED A GRANT FROM HMSTrust"]
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[null,"All grantees are expected to report back to us with final reports. When you receive notification from us that your report is due, you will be asked to update and save the Acquittal fields in this template and return it as an attachment with your report. "]
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[null,"We do not expect your actual expenditure to always be EXACTLY the same as your original budget."]
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[null,"Only complete the yellow areas when you are developing the budget, and green fields when acquitting. In the Actual columns, please provide details on what income you actually received and what you actually spent against what you budgeted. Include any additional income that was secured since the project commenced and provide explanation of what it was directed towards. If funding sources have changed from those in the original budget, please provide details. If you have spent less than 75% of our grant funds, please contact the Grants Team before acquitting. "]
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[null,"Variation between Budget and Actual: Use the right-hand column to explain any significant variation between your original project budget and the actual income or expenses. "]
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[null,"CONTACT US"]
[null,"If you have any questions or issues, please call HMSTrust on 03 9999 3000 or email applications@hmstrust.org.au and we will assist you."]

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[null,"HMSTrust SMALL GRANT PROJECT BUDGET TEMPLATE"]
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[null,"ORGANISATION TRADING NAME:","<enter your org name>",null,null,null,null,"FINAL ACQUITTAL"]
[null,"FUNDING PERIOD: \n(this does not have to align to a calendar year)","<mm/yy-mm/yy>"]
[null,null,null,null,null,null,null,"(If your application is successful, you will be asked to report on your project and acquit against your original budget. Use this document again to do this.)"]
[null,"Your budget must be itemised. You can delete or add additional rows as needed in order to provide an itemised budget.","Note #","Income must be equal to or higher than expenditure.","Budget Project Income","Confirmed  Select from dropdown",null,"Actual Project Income"]
[null,"INCOME",null,"Itemise detail / description",null,"(Yes/No)",null,null,"  Notes - explanation of significant variance to budget (more than 25%)"]
[null,"Funding request from HMSTrust (exclusive of GST):",null,"HMSTrust funding request",null,"No"]
[null,"Government funding (itemise):"]
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[null,"Other philanthropic sources (itemise):"]
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[null,"Cash contribution from own organisation (itemise):"]
[null,"In-kind contribution from own organisation:"]
[null,"(Itemise)"]
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[null,"Projected earned income from the project: ",null,null,null,null,{"$f":"IF(AND(SUM(E21:E22)>0,LEN(B75)=0),\"Please complete EARNED INCOME EXPLANATION BELOW\",\"\")","v":""}]
[null,"(itemise & complete explanation in box below)"]
[null,"Other (specify & itemise):"]
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[null,"Cash contribution from project partners:"]
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[null,"In-kind contributions from project partners:"]
[null,"(itemise and name project partners)"]
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[null,null,null,"TOTAL INCOME",{"$f":"SUM(E8:E35)","v":0},null,null,{"$f":"SUM(H8:H34)","v":0}]
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[null,null,null,"SUMMARY OF TOTAL INCOME (automatically populated):"]
[null,null,null,"Total confirmed income",{"$f":"SUMIF(F8:F34,\"Yes\",E8:E34)","v":0}]
[null,null,null,"Total unconfirmed income (excluding HMST funding request)",{"$f":"SUMIF(F8:F34,\"No\",E8:E34)-E41","v":0}]
[null,null,null,"HMST funding request",{"$f":"SUM(E8:E8)","v":0}]
[null,null,"Note #",null,{"$f":"SUM(E39:E41)","v":0},{"$f":"IF(E42<>E36,\"Warning: Please make sure Confirmed (Yes/No) is selected for each completed income line\",\"Check OK\")","v":"Check OK"}]
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[null,"EXPENSES",null,"Itemise detail / description (Provide detailed information such as hours, rates, quantities, position title, contractor/evaluator name etc)","Budget Project Expenses",null,null,"Actual Project Expenses","  Notes - explanation of significant variance to budget (more than 25%)"]
[null,"Salaries (including super, payroll tax etc):"]
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[null,"Consultant fees specific to this project:"]
[null,"Capital, fit-out, equipment costs (itemise):"]
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[null,"Administration and consumable costs:"]
[null,"Travel and accommodation:"]
[null,"Marketing/advertising/promotion:"]
[null,"Evaluation (specify who conducts):"]
[null,"Other (specify & itemise):"]
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[null,"In-kind contributions from own organisation:",null,{"$f":"IF(D17=\"\",\"\",D17)","v":""},{"$f":"E17","v":0}]
[null,"(automatically populated from Income section above)",null,{"$f":"IF(D18=\"\",\"\",D18)","v":""},{"$f":"E18","v":0}]
[null,null,null,{"$f":"IF(D19=\"\",\"\",D19)","v":""},{"$f":"E19","v":0}]
[null,null,null,{"$f":"IF(D20=\"\",\"\",D20)","v":""},{"$f":"E20","v":0}]
[null,"In-kind contributions from project partners:",null,{"$f":"IF(D30=\"\",\"\",D30)","v":""},{"$f":"E30","v":0}]
[null,"(automatically populated from Income section above):",null,{"$f":"IF(D31=\"\",\"\",D31)","v":""},{"$f":"E31","v":0}]
[null,null,null,{"$f":"IF(D32=\"\",\"\",D32)","v":""},0]
[null,null,null,{"$f":"IF(D33=\"\",\"\",D33)","v":""},0]
[null,null,null,{"$f":"IF(D34=\"\",\"\",D34)","v":""},0]
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[null,null,null,"TOTAL EXPENSES",{"$f":"SUM(E45:E70)","v":0},null,null,{"$f":"SUM(H45:H69)","v":0}]
[null,null,null,null,{"$f":"IF(E71>E36,\"Expenses must be less than or equal to Total Income\",\"\")","v":""}]
[null,"EARNED INCOME EXPLANATION"]
[null,"If your project relies on earned income, please provide brief details relating to rationale of revenue assumptions:"]
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[null,"NOTES - for additional details on itemised income and expense items, if required. Please ensure corresponding 'Note #' is included."]