NOTE: Before creating an Amendment, view your program guidelines to verify what Areas to Amend are accepted. If an Amendment Area is submitted that is not eligible, the amendment will be denied.
Step 1: Create an Amendment and name the Amendment.
| Amendment Request Name: | Enter Amendment #X (do not include Amendments that were denied when numbering Amendments). |
Step 2: In the Areas to Amend, select Budget. The 'Budget' section and fields will now appear below.
Step 3: Click the Download Budget button. Open this 'Current Budget' Excel from your downloads folder. The download file is named "BudgetAmendment.xlsx".
Step 4: Make and save your edits to the downloaded "BudgetAmendment.xlsx" file.
- Each Line Item is its own row.
- Do not delete or edit the column names.
- Do not update the "Actual" columns. These are the green columns and are informative.
- Do not update the "Grant Budgeted" column, this is informative. Update the "Total Budgeted (Direct Cost)" column instead.
- Updating informative columns will not be displayed in the Summary of Proposed Changes table. If you have updates to informative fields, enter them into the Summary of Changes Narrative field for the Program Rep to review.
- Other informative columns include: "Grant Remaining", "Total Remaining".
- "Description" is the description field on the Line Item and does not need to be filled out.
- "Indirect Cap" (will not appear unless Indirect Costs are turned on for your award) will be updated by the Program Rep and can be left alone.
- There is not a Grant Funds column by itself.
- To increase/decrease Grant Funds for a line item, modify the "Total Budgeted (Direct Cost) column and/or modify the match columns for that line item.
NOTE: Direct Cost = Grant Funds + Cash Match + In-Kind Match + Other Funding
To Update a Line Item:
- Do not edit/delete the "Line Item ID" field.
- If you are updating just grant funds, only update the "Total Budgeted (Direct Cost)" column.
- If you are updating "Cash Match", "In-Kind Match", or "Other Funding", you will also need to update "Total Budgeted (Direct Cost)".
To Add a Line Item:
- In a new row enter the following columns:
| Column Name | What to enter |
| Category | Budget Category. This Budget Category does not need to have been added to your award if it is new to your budget. |
| Line Item | Name of Line Item. |
| Line Item Type | Select "Non-Personnel". |
| Cash Match Value | Enter the numeric amount or leave blank if not applicable. |
| In-Kind Match Value | Enter the numeric amount or leave blank if not applicable. |
|
Other Funding Value |
Enter the numeric amount or leave blank if not applicable. |
|
Total Budgeted (Direct Cost) |
Sum of the following for the Line Item (Grant Funds + Cash Match + In-Kind Match + Other Funding) |
|
Generates Indirect (Only required if award has Indirect Expenses turned on) |
Yes/No (If your award does not have Indirect Expenses turned on, this column will not appear and will not be required) |
To Remove a Line Item:
- Delete the row of the existing Line Item.
- Do not delete a row that has amounts in their "Actual Columns", they already have expenses tied to that Line Item.
Step 5: On the Amendment page in AmpliFund, upload the saved "BudgetAmendment.xlsx" file to the Budget Revision field by clicking Choose file, selecting the Excel updated in Step 4, and clicking Open in the File Upload popup.
NOTE: Upon uploading the "BudgetAmendment.xlsx" file to the Budget Revision field, a Summary of Proposed Changes table will populate under the Summary of Changes Narrative.
Step 6: Complete the Summary of Changes Narrative field, and enter any information of changes that is not displayed on the Summary of Proposed Changes table here.
Step 7: Verify the Summary of Proposed Changes table is correct including the "Total Changes" row that is summing the net changes of Grants/Match amounts.
If the Summary of Proposed Changes table is not correct, re-update your "BudgetAmendment.xlsx" Excel and re-upload it to the Budget Revision field. (Click the current Budget Revision file that had been uploaded to get the File Upload popup again; you do not need to update the file name.)
NOTE: The "Match" and "Grant-Funded" columns in the Summary of Proposed Changes table reflect the net changes not the proposed totals.
Step 8: Complete the fields below:
| Justification: | Enter a short summary on why you need additional or reduced Grant/Match Funds for the Line Item(s). |
| Upload File(s): | See your Program Guidelines for more information/any requirements. |
| Internal Notes: | This field is not visible to DED - Optional. |
Step 4: If necessary, complete another 'Area to Amend' section, Save, or if done, click the Submit button.