Grant Budget Amendment Request Template
Short answer
Grant budget modifications require prior approval when they affect project scope, change a key person, exceed the award's rebudgeting threshold, or involve restricted categories under 2 CFR 200.308. The request must describe the change, justify the operational need, show the cumulative modification history, and demonstrate that the change does not alter the project's scope or objectives.
2 CFR 200.308 Prior Approval Reference
Before submitting a budget modification request, confirm whether prior approval is required. Under 2 CFR 200.308, federal grant prior approval is required for:
- Changes in the scope or objectives of the project
- Changes in a key person specified in the application
- The absence for more than three months (or a 25% reduction in time) of the approved project director or principal investigator
- Need for additional federal funding
- Transfer of amounts budgeted for indirect costs to absorb increases in direct costs
- Inclusion of costs that require prior approval (certain equipment, foreign travel, entertainment)
- Any subaward, transfer, or contracting of substantive programmatic work not included in the approved plan
- Budget modifications that exceed the award’s specific rebudgeting threshold (check the Notice of Award - the standard is commonly 10% of total award for scope-affecting changes, but agency-specific rules vary)
This template is for modifications that require prior approval. Modifications below the threshold that do not affect scope do not require a formal request - but they must be documented internally in the cumulative modification log (Section 3).
Budget Amendment Request: Cover Information
Grant Award Number: _
Grantee Organization: _
Project Title: _
Period of Performance: _ to _
Date of Request: _
Awarding Agency Program Officer: _
Grants Officer / Administrator (if different): _
Grant Budget Amendment Request Template
A template for requesting a grant budget modification: description of the change, justification, cumulative transfer tracking table, budget before/after comparison, and submission checklist. Delivered by email.
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