Attachment 1 REL Budget Workbook 9-8-26.xlsx

Directions

Budget Template Directions:

The Regional Educational Laboratory (REL) Program, 2027-2031 Cycle, Task Order #001 is a hybrid task order with firm fixed price Tasks 1-3 and 6.1, 6.4, 6.5, 6.6 subtasks which are regularly occuring; and time and materials Tasks 4 and 5, Subtasks 6.2, 6.3, and 6.7 and travel. Proposals must price at the task level the firm fixed price and the time and materials tasks separately. This work must be aligned with the PWS. Offerors must review the Review Process Timelines for Research Proposals and Products provided in the Performance Work Statement (PWS) for the IDIQ and the Task Order #001 in planning what work can feasibly be conducted during the 12-month performance period for Task Order #001.

Pricing used in the Task Price Detail worksheets ("FFP" and "T&M") should provide the following pricing information: personnel, labor categories, loaded labor rates from worksheet "IDIQ Labor Rates-5 years", other direct costs, and total price.

Only Task Order #001 activities are to be listed in the Budget Workbook. Labor Rates need to be provided in the worksheet titled "IDIQ Labor Rates 5-years." The Offeror must input an excalation rate consistent with the most recent Bureau of Labor Statistics Employment Cost Index Summary to be applied to loaded labor rates.

The Offeror must budget for all required firm fixed price activities for Tasks 1-3 and regularly occuring dissemination (Subtasks 6.1, 6.4,6.5,6.6) in the Firm Fixed Price "FFP" worksheet of this REL Budget Workbook.

The Offeror must budget for the required Task 4.1 TCTS Activity and Task 5.1 Applied Research Activity in the area of literacy or mathematics proposed in the Technical Proposal Concept Papers. This budget must be provided in the Time and Materials "T&M" worksheet.

The Offeror may budget for additional Task 4-6 T&M activities as long as they are based on known needs in the region and are aligned with the Task Order #001 PWS. These activities must be described in the Technical Proposal. Budgets for these Task 4 TCTS activities, Task 5 Applied Research and Peer Reviewed Research‐based Development Projects, and Task 6 T&M Dissemination activities (Subtasks 6.2, 6.3, 6.7) must be included in the "T&M" worksheet. In the TO #001 Budget Summary the totals for these T&M activities and FFP activities will get summed in addition to known reimbursable travel.

The Offeror must include estimates of any known Travel, which is reimburseable, including detail on the travel purpose, related task/subtask,location, and related costs (transportation, lodging, per diem, etc.) in the worksheet labeled "Planned Travel." Having this known travel approved at time of award will save time at the start of the contract for any travel to occur in the first month or two of the contract. Offerors may not include indirect or fee on travel. For Task 1, the Offeror may propose two Governing Board Meetings, one virtual and one in person. However, once awarded, COR approval is required for all travel costs. The Department is requesting Offerors to perform their work in the most efficient manner possible. Therefore, justification will be needed for any in person meeting where travel costs are included. Federal Travel Regulations (FTR) apply for travel costs. REL contractors are required to comply with the Department’s policies regarding invitational travel. Contractors may use REL contract funds for invitational travel that provides a direct benefit to the Government or for travel in accordance with performance of the contract. Individuals or entities that are recipients of REL services will not receive Federal reimbursement for their expenses.

Food costs (other than travel per diem) are not allowable under any circumstances, and Offerors must not include the price of food in their proposals.

Any invitational travel honorarium rate must not be higher than GS Pay Scale GS Grade 15 Step 10 for the locality of the meeting location. RELs will have the option to contract with one or more of the cadre of subject matter experts organized by the Comprehensive Centers as needed.

The budget may include outside services appropriate to each task. For example, services to provide 508 accessibility, costs associated with survey platform/licensing costs and any other relevant costs. Include details such as length of license for a particular cost. The details must be discussed in the Business Volume. The price of outside services should also be shown in the pricing in the REL Budget Workbook and provided in the Details worksheet of the REL Budget Workbook.

Provide price detail and justification for all other direct costs.

Complete the worksheet "Payment Schedule-FFP" for firm fixed price deliverables for Task Order #001 for Tasks 1-3 and Task 6 firm fixed price deliverables.

TO #001 Budget Summary

IDIQ Labor Rates 5-years

Personnel Name (if known) or TBD (To be determined) Labor Category Escalation Rate Loaded Hourly Rate - Base Year Loaded Hourly Rate - Year 2 Loaded Hourly Rate - Year 3 Loaded Hourly Rate - Year 4 Loaded Hourly Rate - Year 5

FFP

Total $0.00 $0.00 $0.00 $0.00

T&M

Total $0.00 $0.00 $0.00 $0.00 $0.00

Planned Travel

Details

Payment Schedule-FFP

Task ID Firm Fixed Price Task Description Acceptance Criteria or Notes Task Order #001 Payment Amount Estimated Delivery Date or Schedule