ATTACHMENT 01 Budget Plan Worksheets.xlsx

This is a Budget Plan Worksheet attachment submitted in response to RFP 27-17 issued by the Hawaii Tourism Authority for destination brand marketing services targeting the China major market area. The worksheet is designed to capture the contractor's proposed budget allocation across five primary service categories—Consumer Travel, Trade Public Relations, Co-operative Program, and Account Administration—for the three-year contract period spanning January 1, 2027, through December 31, 2029. The document includes detailed budget breakdowns for each calendar year (2027, 2028, and 2029) with line items for program costs, staffing, travel, and retainers, along with a staffing section requesting information on position titles, years of company and industry experience, hourly rates, percentage time allocation, and full-time equivalent (FTE) calculations. However, the submitted worksheet contains no populated data, showing zero dollar amounts and zero percentages across all budget categories and staffing positions, indicating either a template submission or incomplete budget documentation.

The Budget Plan Worksheet is structured to align with the contract's fixed-price compensation structure totaling $1.85 million over the thirty-six-month term, with annual allocations of $500,000 for 2027 and 2028 and $850,000 for 2029. The worksheet's template format suggests that offerors are required to demonstrate detailed financial planning and resource allocation strategies across consumer marketing, public relations, travel trade engagement, and administrative functions as part of their proposal evaluation under the Brand Marketing Plan criterion (weighted at 35 points). The absence of completed financial data in this submission represents a critical deficiency in the proposal package, as pricing and cost structure evaluation comprises 15 points of the total evaluation criteria.