25MASSSMS1 - Sample Deliverables Based Budget - Final.docx

SAMPLE DELIVERABLES-BASED BUDGET

1. Budget Narrative. Please create a budget like this for each of the work streams in the RFR/RFI/RFQ.

Introduction: This appendix includes an explanation of the purpose of each deliverable and a description of the costs in our budget. The RFR identified nine deliverables; we have grouped some of those deliverables together to maximize efficiencies in the allocation of limited resources to the large scope of work. We therefore propose five deliverables (D) for this project.

D1. Revised Project Plan, Timeline, and Budget: For the first deliverable, we will combine the first three deliverables identified in the RFR:

Deliverable 1: “Detailed project plan, timeline, and deliverables” Deliverable 2: “RQs and research design” Deliverable 3: “Budget based on project deliverables” We combined these three deliverables because the components are interrelated, and they can be completed efficiently and effectively in the first few months of the project. Having these components finalized early also allows the project team to begin instrument development as early as possible. We will submit the finalized evaluation plan, including the timeline, deliverables, RQs, research design, and budget within the first 2 months of the project. These components will be developed in collaboration with DESE.

Our total budget for this task is $X, representing costs that will be incurred only in Year 1. The costs include X hours of staff time for coordinating meetings with the project team and DESE; meeting with DESE project managers and research staff to plan and design the evaluation, revise the plan, and plan components as necessary; and conducting internal quality review procedures. Principal Investigator FIRST NAME LAST NAME and Project Manager FIRST NAME LAST NAME will lead these efforts.

D2. Phone and/or Written Updates: THE ORGANIZATION will host bimonthly or monthly calls (via GoToMeeting) and submit monthly progress reports to DESE (RFR Deliverable 4). The progress reports will detail project activities, successes and challenges, and any resulting updates to the project plan or components.

The total cost of this deliverable will be $X spread across all X years of the project. The cost includes X hours of THE ORGANIZATION staff time to develop the reports, as well as reproduction and communications costs for the work.

D3. Data Collection and Interim Memos: The third deliverable corresponds to Deliverable 5 in the RFR, “Interim Update Memos and/or Presentations Providing Data and Feedback.” We have renamed this deliverable “Data Collection and Interim Memos” to more accurately reflect the work that will be conducted. The deliverable will include the collection and analysis of extant documentation, key informant interviews and X number of surveys, and school site visits.

Our total budget for this task is $X spread across Years 1 through X of the project. The costs include X hours of labor for the Principal Investigator, Project Director, and research team. We also have accounted for time for the subcontractor, FIRST NAME LAST NAME, to assist in data collection and analysis, and travel costs to the district and school sites. The evaluation memos will consist of reporting on findings from a single data source; in others, the memos will consist of final versions of data collection instruments.

D4. Draft and Final Year-End Reports: For the fourth deliverable, we will combine Deliverable 6 (“Draft final year-end reports”) and Deliverable 7 (“Final year-end reports”) identified in the RFR. We combined these two deliverables because we will report on findings from the evaluation using both of these mechanisms, as described in the “Reporting and Timeline” section of the Project Narrative. For all years of the project, we will submit a draft and final version of an end-of-year synthesis report that will summarize findings across all data sources for the given year. The timing and content of these reports will be decided in conjunction with DESE and based on our proposed research design.

The total cost of this deliverable is $X, spread across Years 1 through X of the project. It includes X hours of staff time for the Principal Investigator, Project Director, and the research team. We also have accounted for time for the subcontractor, FIRST NAME LAST NAME, to assist in the report writing.

D5. Draft and Final Synthesizing Reports: For the fifth deliverable, we will combine Deliverable 8 (“Draft final synthesizing report for DESE review and comment” and Deliverable 9 (“Final synthesizing report for DESE approval”) identified in the RFR. We combined these two deliverables because they are interrelated, and the final report will build on the draft report.

Our total budget for this task is $X, occurring only in Year X of the project. The budget includes X hours of staff time for the Principal Investigator, Project Director, and the research team. We also have accounted for reproduction costs, communications, and subcontractor time.

2. Sample Deliverables-based budget. Please create a budget like this for each of the work streams in the RFR/RFI/RFQ.

Timeline Year 1 approval - 6/22 Year 2 7/22-6/23 Year 3 7/23-6/24 Total

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

$XXX

3. Budget by staff member by fiscal year. Please create a budget like this for each of the work streams in the RFR/RFI/RFQ.

BUDGET SUMMARY

ALL PERIODS

Insert Date Range

PERIOD 1

All Tasks Insert Date Range PERIOD 2 All Tasks Insert Date Range PERIOD 3 All Tasks Insert Date Range PERIOD 4 All Tasks 4 Year Total All Tasks by Staff Member

Cost

Cost

Labor

ODCs[footnoteRef:1] [1: ODC: Other Deliverable Costs (e.g., other than labor)]

Travel Consultant Services Communications

$X $X $X

$X $X $X

$X $X $X

$X $X $X

$X $X $X

Total ODCs

$X

$X

$X

$X

$X

* Note: Variance due to rounding