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TRIO Budget Management Technical Assistance
$4000
NOSOTROS Education Center (NEC) offers a specialized budget management support service tailored exclusively for TRIO Project Directors and their teams. In partnership with an experienced accountant with nearly 25 years of expertise, NEC has developed a user-friendly, TRIO-compliant spreadsheet template you can purchase with minimal or comprehensive assistance to match your needs.
This service includes a customized, editable Excel spreadsheet that:
- Tracks projections, actuals, and budget adjustments by month
- Transfers funds from one budget category to another
- Flags potential federal carryover
- Helps match ED budget formats with internal college/agency financial systems Includes a transaction history tab for each purchase
One-on-one support for initial setup and customization of the tool.
- Step-by-step guidance for real-time tracking Optional follow-up support at key intervals (e.g., drawdowns, carryover planning, closeout)
- A total of 20 hours of technical assistance for one year
- Templates can be standardized across multiple TRIO programs within an agency/institution and system
Ideal for:
- TRIO Project Directors needing real-time visibility into budget health
- Projects navigating complex carryover scenarios or funding cycle closeouts
- TRIO programs seeking to align federal budget formats with local finance office systems
This is an allowable cost service.
Budget Management Technical Assistance
Elizabeth "Lisa" Retamozo
Founder & Executive Director
Lisa Retamozo has 30 years of administrative experience in the implementation, Principal management, supervision, and evaluation of federal and state-funded educational and career opportunity programs serving low-income and potential first-generation youth and their families.
Lisa provides TRIO projects across the nation with technical assistance in the areas of program implementation; compliance assessments; external process-based evaluations; documentation, recordkeeping, and annual performance reporting; database management; and other professional development workshops.
Melissa Trevino
Budget Management Consultant
Melissa is a seasoned accounting professional with over 25 years of experience dedicated to financial accuracy and client peace of mind. She earned her degree in accounting from the University of Texas at San Antonio, which launched a diverse and dynamic career.
Melissa’s professional journey began in commercial and residential real estate, a path that soon led her into the specialized fields of private equity and trust accounting. Over the years, she honed her skills in joint venture and franchise accounting, developing a comprehensive understanding of complex financial systems.
Ultimately, Melissa discovered her true calling: empowering business owners to focus on their core operations by providing them with expert financial support. This passion, combined with a shared vision with a close friend and colleague, led to the creation of Proof & Balance. As a partner in the firm, she leverages her extensive industry knowledge to deliver full transparency and exceptional service, ensuring clients feel confident and valued. Through her work, Melissa provides more than just financial accuracy—she offers the peace of mind that comes from knowing your business is in truly good hands.