ATTACHMENT 01 Budget Plan Worksheets.xlsx

This file is a Budget Plan Worksheet template associated with the Hawaii Tourism Authority's RFP 27-03 for destination brand marketing services targeting the Japan market. The worksheet is designed to capture comprehensive budget projections for the 2027-2029 contract period across five primary budget categories: Consumer Travel, Travel Trade Public Relations, Co-operative Program, Account Administration, and Other expenses. The template includes detailed breakdowns for each fiscal year (2027, 2028, and 2029) with line items for staffing budget, travel costs, and retainer fees, along with percentage allocations relative to total program costs. The worksheet also contains a staffing section requiring documentation of staff titles, industry experience, hourly rates, time allocation percentages, and full-time equivalent (FTE) positions assigned to the account. As presented, the template shows no populated figures, indicating this is a blank form submitted as part of the proposal requirements with a deadline of August 17, 2026.

The budget worksheet serves as the primary financial planning tool for offerors responding to Hawaii's destination marketing services contract. Offerors are required to complete this worksheet as part of their formal proposal submission, which must also include a Brand Marketing Plan, organizational capacity documentation, professional references demonstrating leisure travel marketing experience, and the Hawaii Standard Qualifications Questionnaire with audited financial statements. The contract term spans three years (2027-2029) with no contract value, renewal options, or specific funding amounts specified in available materials. All submission materials must be provided through the HIePRO system in PDF format, and pricing information is not considered confidential and may be subject to public disclosure, though actual costs and proprietary profit margin information may be designated confidential if clearly identified by document section.