Cost Allocation Template
A multi-framework cost allocation schedule for organizations managing 3–8 concurrent funding streams under 2 CFR 200, ISDEAA, CMS Medicaid, and state contract terms. Pre-filled with a realistic CCBHC example.
How It Works
Set up your funding streams
Enter each active grant or contract — award number, funder, framework (2 CFR 200, ISDEAA, CMS, state), and reporting period. One-time setup.
Define your cost categories
Map your chart of accounts to SF-424A budget categories. Classify each cost as direct-single, direct-shared, or indirect. One-time setup.
Enter shared costs monthly
Each month, enter actual shared costs and the allocation basis (FTE ratio, square footage, time & effort). The template calculates each stream's share.
Export per-funder reports
Generate framework-specific output for each funder — formatted for SF-425, ISDEAA schedule, PPS cost report, or state contract reporting.
What's Included
Funding Streams Setup
Grant and contract registry with framework and period fields
Cost Category Mapping
Chart of accounts → SF-424A category with direct/indirect classification
Monthly Allocation Schedule
Shared cost entry with FTE, square footage, and time & effort bases
Per-Funder Output
Auto-generated reports formatted for each compliance framework
Audit Documentation Log
Narrative documentation of allocation methodology per 2 CFR 200.405
CCBHC Pre-Filled Example
4 funding streams, 12 months of shared costs — see it working before you touch anything
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