Appendix E - Cost Proposal Template.xlsx

This is a Cost Proposal Template document provided by the Office of Community Empowerment and Opportunity (CEO), located at 1617 JFK Boulevard, Suite 1800, Philadelphia, Pennsylvania 19103. The template is designed for non-profit organizations responding to a solicitation to increase or build out comprehensive 1:1 financial counseling services in Pennsylvania. The form requires respondents to provide their corporate name, program name (if different from the organization name), complete street address, city, state, and zip code. Proposers must identify the individual preparing the submission along with their phone number and email address, and specify the contract performance period dates. The template establishes a standardized format for cost submissions across all bidding organizations.

The document emphasizes that proposers must review the full statement of work for reallocation guidelines, as any reallocations between budget categories require written approval from the agency prior to invoicing. This requirement ensures fiscal accountability and prevents unauthorized budget modifications during contract performance. The template indicates that minor adjustments may be permitted, though the specific thresholds and procedures for such adjustments are detailed in the comprehensive statement of work accompanying this cost proposal template. Organizations submitting proposals must adhere to these budgeting and financial reporting requirements as a condition of contract award.