6166-0 Attachment D Price Proposal Final.xlsx
XLSX spreadsheet 31 KB Posted
- Solicitation number
- S-44300-00014996
- Issued by
- Marion County, Oregon
About this file
The document is a comprehensive budget template and instructions for a line item budget worksheet, designed to guide organizations in preparing a detailed financial proposal for a state or local government contract opportunity. The template provides structured guidance for itemizing various budget categories including salaries, personnel costs, research and assessment expenses, software and licensing, hardware, office supplies, and subcontractor costs. Organizations are instructed to provide specific details for each category, such as hourly rates, personnel hours, equipment specifications, and contract details.
The budget worksheet includes formula-driven cells for calculating total direct costs, indirect rates, and overall project funding. Key financial elements include the ability to list key personnel, specify their hourly rates and anticipated project hours, detail software and hardware licensing needs, and account for subcontractor expenses. The template emphasizes providing narrative explanations for each budget line item, offering sample descriptions to help applicants clearly articulate their proposed expenses. Organizations must also specify their indirect cost rate, which will be applied to total direct costs. The document serves as a comprehensive financial planning tool to ensure transparent and detailed budget submissions for government contract proposals.
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Instructions
Instructions for Line Item Budget Narrative Worksheet
Upper Section Instruction / Description
| Organization Name: | Legal name of your organization |
| Fiscal Contact: | Contact person for questions regarding the budget portion of your application |
| Email Address, Phone Number, Fax Number: | Contact information for the Fiscal Contact |
Budget Categories Instruction / Description
| (1) Salary | Provide the estimated salary cost of each position being funded by this request. This is only salary costs, so exclude fringe or benefits from this estimate. Specifics below. |
| Position #: | This field is used to keep track of how many Key Personnel |
| Key Person | Who is the Key Person you are requesting funding for? |
| Budgeted Key Personnel Costs: | Input the full, costs of the Key Persons you are requesting funding for. |
| Hourly Rate: | Please input hourly rate for key persons |
| Hours: | Anticipated number of hours key person will spend on project |
| Total Personnel Cost: | Formula Cell - do not enter. |
| Research and Assessment Costs | Input the total dollar amount of research and assessment costs anticipated to support your project. |
| Narrative: | Describe the research and assessment estimated costs for each. |
| (3) Software and licensing, harward and licensing | Input the total estimated cost of additional software and licensing, hardware and technology costs needed for the project. |
| Narrative: | Describe the specific equipment being requested (i.e. Atlas TI license, smartsheet license, etc) and the cost estimates for each one. . |
(5) Office supplies Input the total estimated cost of all anticipated office supplies needed to support the program. Office supplies include supplies for meetings, general office supplies i.e.. paper, pens, computer disks, highlighters, binders, folders, etc. Unlike (3) Equipment, these items DO NOT need to be listed specifically.
(6) Contracts List sub-contracts / all contractual costs on separate rows.
(7) Total Direct Costs Formula Cell - do not enter. Auto populated from Budget Categories (1) thru (6)
(8) Cost Allocation and Indirect Rates Input your organization's indirect rate as a percentage. Once the percentage has been entered, the dollar amount will auto populate based Total Direct Costs x Indirect Rate.
(9) TOTALS Formula Cell - do not enter. TOTALS calculates Total Direct Costs + Cost Allocation and Indirect Rate
Budget ***EXAMPLE - Line Item Budget and Narrative Worksheet - EXAMPLE***
INSTRUCTIONS. Populate the corresponding budget tabs (worksheets) for the project / program area you are requesting funding. The TOTAL funding your organization is requesting will automatically populate in section (10) of the Summary tab.
Formula (do not enter)
| Organization Name: | ||||||
| Fiscal Contact: | ||||||
| E-mail address: | ||||||
| Phone Number: | Fax Number: | |||||
| Program Area: | ||||||
| Budget Categories | Description | Total | ||||
| (1) Salary | Position # | Key Person | Hourly Rate | Number of Hours | Personnel Costs | $0 |
| 1 | ||||||
| 2 | ||||||
| 3 | ||||||
| 4 | ||||||
| 5 | ||||||
| 6 | 15 | |||||
| 7 | 15 | |||||
| 8 | 15 | |||||
| 9 | 15 | |||||
| 10 | 15 |
Total Personnel Costs $0.00
| (2) Assessment and Analysis Costs | Activity # | Cost | Purpose or explanation | Total training and consultation costs | $0 | |
| 1 | 0.00 | |||||
| 2 | 0.00 | |||||
| 3 | 0.00 | |||||
| 4 | 0.00 | |||||
| 5 | 0.00 | |||||
| 6 | 0.00 | = | 0.00 | |||
| 7 | 0.00 | = | 0.00 | |||
| 8 | 0.00 | = | 0.00 | |||
| 9 | 0.00 | = | 0.00 | |||
| 10 | 0.00 | = | 0.00 |
| TOTAL TRAINING AND CONSULTATION COSTS | $0.00 | |||
| Narrative: | Please describe anticipated needs and costs for training and consultation here. | |||
| (3) Software and licenses | List equipment. Include all software and licenses necessary for program (i.e., Atlas, survey monkey, etc). | 0.00 | $0 | |
| Narrative description of equipment | Sample narrative:Smartsheet license ($7/month x 17 months = $119); Canva subscription ($10/month x 17 months = $170). Smartsheet license will be used to track data and create reports. Microsoft license will be used for word, excel to document information and data related to this program. |
| (4) Hardware | List equipment. Include all equipment necessary for program (i.e. computer, printer, telephone, etc.). | 0.00 | $0 | |
| Narrative description of equipment | Sample narrative: Laptop ($1,500 ea x 3 staff members = $4,500); office computer (x1) = $550; office printer (x1) = $600; portable hotspot (x1) = $200; Laptops will be used by all personnel on this project, to work remote. Office computer will be for staff in office or to help clients being served by this program. Office printer will be used to print outreach and education materials. Portable hotspot will be used at offsite events. |
| (5) Office Supplies | Do not list. These items include supplies for meetings, general office supplies ie. paper, pens, computer disks, highlighters, binders, folders, etc. | $0 | $0 | ||
| (6) Contracts: | List all applicable sub-contracts , if applicable. | $0 | |||
| Bookkeeper (Michi Math Accountants LLC)-$50/hr, Accounting services, March 2024 to June 2025 (estimate 20 hrs/month x $50/hr x 17 months) | $0 | ||||
| Cool Cat Translation Services- $27/hr-contract of 137 hrs of translation services (Tongan/Samoan), June and July 2024 ($27/hr x 137hrs) | $0 | ||||
| $0 | |||||
| $0 | |||||
| $0 | |||||
| $0 | |||||
| $0 | |||||
| $0 | |||||
| $0 | |||||
| $0 | |||||
| (7) Total Direct Costs | (Sum of 1 through 6) | $0 | |||
| (8) Cost Allocation and Indirect Rate | Indirect @ | 0.00% | $0 | $0 |
(9) TOTALS (Sum of 7 & 8). $0
Additional Examples of Acceptable Budget Line Item Narratives:
| Category: | Narrative: | Cost: |
| Equipment: | Laptop computers ($1200 ea x 3 staff = $3,600); printers ($100 ea x 2 staff = $200); | $ 4,200 |
| Contracts: | Imaginary Grafficks, LLC will provide datra equity training for data collection activities (March 2024 to August 2024). Estimating $100 per hour at 15 hrs per month for 6 months. $100 x 15 hrs x 6 months = $9,000 | $ 9,000 |
File details come from the government source that posted it. Updated .