Services · Foundational

Grant Budgeting and Budget Revision Procedures

GMM02

Defines grant budgeting, cost eligibility, budget narratives, exchange-rate assumptions, budget revisions and approval procedures. Includes simple budget templates, basic exchange-rate risk guidance and clear thresholds for budget revisions.

What changes

Stronger donor-budget quality, fewer budget-compliance issues, clearer revision thresholds and more practical budgeting tools for finance teams.

What you get

Grant budget template with cost-eligibility checklist GMM006
Grant budget narrative template GMM007
Budget revision request and approval form GMM008
Exchange-rate assumptions and foreign-exchange risk guidance note GMM009

What has to come first

GMM01Grant Lifecycle and Compliance Manual Recommended

Grant lifecycle and compliance manual sets the framework these budgeting procedures sit within
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Budgeting gaps and donor budget requirements identified in the needs assessment shape the templates
CMBConsolidated budget Master Budget Recommended

Organisation-wide budgeting approach gives consistent cost categories and a cost-recovery basis

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Finance Director	Owns grant budget quality and approves revisions above threshold
Grants and fundraising team	Prepare grant budgets and narratives; manage donor relationships
Programme managers	Define activity costs and budget assumptions
Finance officers	Apply the templates and revision controls
GFDC delivery team	Drafts the templates and procedures and advises
Donors	Recipients of grant budgets and budget revision requests

How it is measured

Indicator	Target	Evidence
New grant budgets use the standard budget template and narrative	100% of new grant budgets	Grant budget files
Multi-currency grant budgets document exchange-rate assumptions	100% of multi-currency budgets	Budget assumptions in GMM006 / GMM009
Budget revisions follow the defined thresholds and approval route	All revisions above threshold formally approved	Budget revision forms (GMM008) and approval records
Budget-related donor queries and ineligible-cost findings reduce	Downward trend year on year	Donor correspondence and audit findings

Tools

4 of 4 ready to download.

GMM006 Grant budget template with cost-eligibility checklist Template DOCX
GMM007 Grant budget narrative template Template DOCX
GMM008 Budget revision request and approval form Template DOCX
GMM009 Exchange-rate assumptions and foreign-exchange risk guidance note Guidance DOCX

Standards

COSO Internal Control - Integrated Framework
Donor agreements and reporting requirements
HNS budgeting policy and budget vs actual reporting procedures

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The form arrives with GMM02 filled in. You can change it, and you do not have to be sure.

Request GMM02

Code: GMM02
Tier: Foundational
Outcome area: 3 · Internal controls, policies, procedures and process effectiveness
Deliverables: 4
Tools: 4 of 4

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