lec. 9. budgeting guidelines & performance indicators

KEY ASPECTSKEY ASPECTS

Proposed Budget should be Based on Solid Rationale reflecting an efficient & effective use of proposed investment as well as the existing resources

Should be accompanied by Strong Arguments & Justifications of Needs

Should Consider the Institutional Commitment & Capacity in Proposing the Budget, and NOT Merely Based on Max Grant Size

ROUND 1 – MAX GRANT SIZEROUND 1 – MAX GRANT SIZE

ROUND 1 – MAX GRANT SIZEROUND 1 – MAX GRANT SIZE

DISTRIBUTION AMONG ENTITIESDISTRIBUTION AMONG ENTITIES

Different Entities of the University will Get a Share of the UDG allocated to each university

proposal should indicate the distribution of funds among different entities of the university using Table C

Recommended that the beneficiary population and the needs of the new and/or under developed faculties/units/centres be considered

Table C. Budget Distribution Table C. Budget Distribution among Different Entitiesamong Different Entities (p.12)(p.12)

DISTRIBUTION AMONG ACTIVITIESDISTRIBUTION AMONG ACTIVITIES

Rational Fund Distribution Across 4 eligible Activities should be ensured

Following Thresholds should be adhered to, in preparation of the budget

ELIGIBLE EXPENDITUREELIGIBLE EXPENDITURE

GOODSGOODS

WORKSWORKS

CONSULTANCIESCONSULTANCIES

OTHER SERVICESOTHER SERVICES

GOODSGOODS

Upgrading Laboratories

Modernizing Teaching & Learning Equipment

Procuring New Equipment

EQUIPMENT, FURNITURE, BOOKS, JOURNALS, SOFTWARE etc.

GOODSGOODS

• Procurement of

Teaching Aids

Textbooks & other related Learning Materials (e.g. journals, magazines, software/CDs etc.)

Furniture for classroom, laboratory & student learning purposes

Budget for Budget for GOODS GOODS 60% 60% of Total Budgetof Total Budget

WORKSWORKS

Limited to Renovation or Expansion/ Upgrading of Existing Physical Facilities

Purchase of Land & Construction of New Buildings – NOT eligible

Budget for (GOODS + WORKS) 90% of Total Budget

Budget for WORKSBudget for WORKS 40% 40% of Total Budgetof Total Budget

CONSULTANCIESCONSULTANCIES

International & Domestic Consultancies

to Assist in Planning & Strategy Development

for Curriculum Development

for Other Academic Activities that Directly Benefit the Programs offered by the university

Budget for CONSULTANCIESBudget for CONSULTANCIES 20% 20% of Total Budgetof Total Budget

OTHER SERVICESOTHER SERVICES

Workshops/Seminars/Guest Lectures for Students & Staff

Local Study Tours/Field Visits/Excursions for Students

Health Education/Student Counseling Programs

Cultural/Sports & other Extra Curricular Activities

Staff and Student Exchange Programs

Field Trips

OTHER SERVICESOTHER SERVICES

Long-Term (> 3 months) Staff Development Activities - NOT Eligible

Domestic Short-Term (< 3 months)

Training Activities Directly Relevant to the Sub-Project - Eligible

Budget for OTHER SERVICESBudget for OTHER SERVICES 20% 20% of Total Budgetof Total Budget

MAX FOR COST MAX FOR COST COMPONENTSCOMPONENTS

Table B. Proposed Budget Table B. Proposed Budget (p.12)(p.12)

CLASSIFICATIONCLASSIFICATION

OUPUT/OUPUT/OUTCOMOUTCOM

EE

PROCESSPROCESS

INPUTINPUT

what universities start withStudentsStaffFacilities

what universities do with inputsCurriculaTeaching & LearningStaff WorkloadUse of TechnologyStaff/Student Ratio

achievements & value-added effects on studentsSkillsAttitudesBehaviourEmploymentIncome

Table D. Performance Indicators Table D. Performance Indicators (p.13)(p.13)

Table D. Performance Indicators Table D. Performance Indicators (p.13)(p.13)

English Language SkillsEnglish Language Skills

IT SkillsIT Skills

HETC – OVERALL OUTCOME HETC – OVERALL OUTCOME INDICATORSINDICATORS

HETC – OVERALL OUTCOME HETC – OVERALL OUTCOME INDICATORSINDICATORS

HETC – OVERALL OUTCOME HETC – OVERALL OUTCOME INDICATORSINDICATORS

HETC – OVERALL OUTCOME HETC – OVERALL OUTCOME INDICATORSINDICATORS

HETC – OVERALL OUTCOME HETC – OVERALL OUTCOME INDICATORSINDICATORS

HETC – OVERALL OUTCOME HETC – OVERALL OUTCOME INDICATORSINDICATORS

HETC – OVERALL OUTCOME HETC – OVERALL OUTCOME INDICATORSINDICATORS

HETC – OVERALL OUTCOME HETC – OVERALL OUTCOME INDICATORSINDICATORS

HETC – OVERALL OUTCOME HETC – OVERALL OUTCOME INDICATORSINDICATORS

HETC – OVERALL OUTCOME HETC – OVERALL OUTCOME INDICATORSINDICATORS

END NOTEEND NOTE

PIs which are abstract or based on complex formulae are not easily interpreted. Simplicity is a virtue and PIs should be transparent and have a good face validity

No of PIs should be kept to minimum, otherwise data collection tends to become an end in itself