Appendix B - Cost Proposal Template.xlsx

XLSX spreadsheet 53 KB Posted Sep 30, 2026

Attached to: CEO is exploring the creation of local Child Savings Account (CSA) Program that is designed to work with the Keystone Scholars Program, the first statewide, at birth CSA program, where each child born...
Solicitation number: 21260925113655
Issued by: Philadelphia County, Philadelphia City, Pennsylvania

About this file

Written by GovTribe AI · Oct 2, 2026

This is a Cost Proposal Template document prepared by the Office of Community Empowerment and Opportunity (CEO), located at 1617 JFK Boulevard, Suite 1800, Philadelphia, Pennsylvania 19103. The template is designed for organizations submitting cost proposals in connection with the Keystone Scholars Program, Pennsylvania's statewide at-birth Child Savings Account (CSA) program. The document requires proposing agencies to provide corporate name, program name, street address, city/state, zip code, and contact information for the preparer. The template specifies a defined period of performance, though specific dates are not detailed in the provided excerpt.

The cost proposal template establishes that all budget reallocations between categories require written approval from CEO prior to invoicing. This requirement ensures fiscal oversight and prevents unauthorized budget modifications during contract performance. Respondents are directed to review the complete statement of work for additional reallocation guidelines and parameters. The template serves as the standardized format through which organizations interested in participating in or supporting the CSA program initiative must submit their financial proposals for consideration.

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SUMMARY

Office of Community Empowerment and Opportunity (CEO)

1617 JFK Blvd, Ste 1800

Philadelphia, PA 19103

Appendix B - Cost Proposal Template

AGENCY CORPORATE NAME:

PROGRAM NAME (If Different):

STREET ADDRESS:

CITY/STATE: ZIP CODE:

Prepared by: Phone/Email

FOR THE PERIOD FROM: TO:

Please note:

Please review the full statement of work for reallocation guidelines. Reallocations between budget categories require written approval prior to invoicing. For minor (<10%) reallocations between line items please provide a written justification at the time of invoicing.

SECTION I - CUMULATIVE NON-CSBG REVENUE & INCOME
PART A - CUMULATIVE REVENUE & INCOME RECEIPTS APPLICABLE TO ELIGIBLE EXPENSES
	SOURCES:
	DIRECT FEDERAL REVENUES
	REVENUE FROM OTHER CITY AGENCIES
	CLIENT FEES
	OTHER THIRD PARTY FEES
	OTHER INCOME*

TOTAL - SECTION I, PART A - 0

* IDENTIFY

SECTION II

1. CUMULATIVE ELIGIBLE EXPENSES
(Fill in Detail Tab - will autofill)	- 0
2. LESS: CUM. REVENUE & INCOME RELATED
TO ELIG. EXP. (-)	- 0
3. TOTAL AMOUNT REQUESTED:
(1. LESS 2.)	- 0

To be filled in by CEO:

Approved: CEO Administrator or Designee Date

	(or)
	Requested revisions:
(1)

(2)

(3)

Detail

Office of Community Empowerment and Opportunity (CEO)
1617 JFK Blvd, Ste 1800
Philadelphia, PA 19103								Actuals
Agency Name:	0							Agency Name:
	1	2	3	4	5	6		6	7	8	9	10	11
	Proposed Budget					Comments/Narrative						Actual	Variance
Eligible Expenses	Total Funds	Projected Budget	Projected Budget	Projected Budget	Projected Budget			Actual	Actual	Actual	Actual	Total Funds
Budget Categories		First Quarter	Second Quarter	Third Quarter	Fourth Quarter			First Quarter	Second Quarter	Third Quarter	Fourth Quarter	(All Sources)
Personnel Services
1XX - Salaries	- 0											- 0	- 0
1XX - Taxes & Benefits												- 0	- 0
131 - Staff Development												- 0	- 0
Sub-total: Personnel Services	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0		0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
Operating Expenses
301 - Meeting and Conference Expenses												- 0	- 0
302 - Consultant Expenses												- 0	- 0
303 - Miscellanous Personnel Expenses												- 0	- 0
304 - Postage
304 - Rent
304 - Utilities
305 - Insurance												- 0	- 0
306 - Communications												- 0	- 0
307 - Office Supplies												- 0	- 0
309 - Medical Supplies and Drugs												- 0	- 0
310 - Food and Clothing												- 0	- 0
311 - Program Supplies												- 0	- 0
312 - Staff Travel - Local												- 0	- 0
313 - Client Transport												- 0	- 0
314 - Purchased Client Oriented Services												- 0	- 0
315 - Maintenance Expenses												- 0	- 0
316 - Equipment Leases												- 0	- 0
317 - Motor Vehicle Maintenance Expense												- 0	- 0
318 - Motor Vehicle Leases												- 0	- 0
319 - Other Operating Expenses												- 0	- 0
320 - Indirect Costs												- 0	- 0
Sub-total: Operating Expenses	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0		0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
Total (Part A - Eligible Expenses)	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0		0	$ - 0	$ - 0	$ - 0	$ - 0	ERROR:#REF!	ERROR:#REF!
Equipment
400 - Computer Equipment
4XX - Office Equipment or Furniture
Sub-Total: Equipment	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
Other (please explain)
	- 0	- 0	- 0	- 0	- 0		0					- 0	- 0
	- 0	- 0	- 0	- 0	- 0		0					- 0	- 0
XX -	- 0	- 0	- 0	- 0	- 0		0					- 0	- 0
XX -	- 0	- 0	- 0	- 0	- 0		0					- 0	- 0
Sub-Total: Other	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0		0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
Grand Total of Project Expenses	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0		0	$ - 0	$ - 0	$ - 0	$ - 0	ERROR:#REF!	ERROR:#REF!
							0
To be filled in by CEO:							0	ERROR:#DIV/0!	ERROR:#DIV/0!	ERROR:#DIV/0!	ERROR:#DIV/0!		ERROR:#REF!
Indirect Cost Rate included:							0
Fringe Rate included:							0

Personnel

	PERSONNEL ROSTER				Office of Community Empowerment and Opportunity (CEO)
	AGENCY CORPORATE NAME:	0			1617 JFK Blvd, Ste 1800
	CUMULATIVE REPORTING PERIOD:				Philadelphia, PA 19103
	FROM:	December 31, 1899	TO:	December 31, 1899
	NAME			TITLE	TOTAL HRS/WK (All)	TOTAL HRS./WEEK
Allocated to the Project	% Allocated to the Project	TOTAL SALARY
							ANNUAL RATE	Budget Requested Total

(Effort * Annual Salary)

TOTAL 0 - 0 - 0

Expenditure Report

Office of Community Empowerment and Opportunity (CEO)								Office of Community Empowerment and Opportunity (CEO)
1617 JFK Blvd, Ste 1800								Expenditure Report - Actuals
Philadelphia, PA 19103
Agency Name:	0							Agency Name:		0					Project Name
	1	2	3	4	5	6		01	02	03	04	05	06	07	08	09	10	11	12
	Proposed Budget					Comments/Narrative														Cumulative	Variance
Eligible Expenses	Total Funds	Projected Budget	Projected Budget	Projected Budget	Projected Budget			Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Total Funds
Budget Categories	(All Sources)	First Quarter	Second Quarter	Third Quarter	Fourth Quarter
Personnel Services
1XX - Salaries	- 0					Update Personnel tab first.														- 0	- 0
1XX - Taxes & Benefits	- 0																			- 0	- 0
131 - Staff Development	- 0																			- 0	- 0
Sub-total: Personnel Services	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0		0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
Operating Expenses																				- 0	- 0
301 - Meeting and Conference Expenses	- 0																			- 0	- 0
302 - Consultant Expenses	- 0																			- 0	- 0
303 - Miscellanous Personnel Expenses	- 0																			- 0	- 0
304 - Postage	- 0																			- 0	- 0
304 - Rent	- 0																			- 0	- 0
304 - Utilities	- 0																			- 0	- 0
305 - Insurance	- 0																			- 0	- 0
306 - Communications	- 0																			- 0	- 0
307 - Office Supplies	- 0																			- 0	- 0
309 - Medical Supplies and Drugs	- 0																			- 0	- 0
310 - Food and Clothing	- 0																			- 0	- 0
311 - Program Supplies	- 0																			- 0	- 0
312 - Staff Travel - Local	- 0																			- 0	- 0
313 - Client Transport	- 0																			- 0	- 0
314 - Purchased Client Oriented Services	- 0																			- 0	- 0
315 - Maintenance Expenses	- 0																			- 0	- 0
316 - Equipment Leases	- 0																			- 0	- 0
317 - Motor Vehicle Maintenance Expense	- 0																			- 0	- 0
318 - Motor Vehicle Leases	- 0																			- 0	- 0
319 - Other Operating Expenses	- 0																			- 0	- 0
320 - Indirect Costs	- 0																			- 0	- 0
Sub-total: Operating Expenses	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0		0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
Total (Part A - Eligible Expenses)	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0		0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
Equipment																				- 0	- 0
400 - Computer Equipment	$ - 0																			$ - 0	$ - 0
4XX - Office Equipment or Furniture	$ - 0																			$ - 0	$ - 0
Sub-Total: Equipment	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0			$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
Other (please explain)																				- 0	- 0
0	- 0						0													- 0	- 0
0	- 0						0													- 0	- 0
XX -	- 0						0												- 0	- 0	- 0
XX -	- 0						0													- 0	- 0
Sub-Total: Other	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0		0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
Grand Total of Project Expenses	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0		0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
							0
To be filled in by CEO:							0	QUARTERLY SPEND		$ - 0			$ - 0			$ - 0			$ - 0
								% of Annual Budget		ERROR:#DIV/0!			ERROR:#DIV/0!			ERROR:#DIV/0!			ERROR:#DIV/0!	ERROR:#DIV/0!
Indirect Cost Rate included:							0
Fringe Rate included:							0

File details come from the government source that posted it. Updated Oct 2, 2026.