Attachment J.5 BUDGET GUIDANCE AND TEMPLATE.xlsx
XLSX spreadsheet 1 MB Posted
- Attached to
- USAID/Colombia Equitable Finance Activity
- Solicitation number
- 72051422R00006
About this file
This document provides budget guidance and templates for a solicitation from USAID/Colombia seeking proposals to implement the Equitable Finance Activity. The solicitation will result in a single hybrid cost-plus-fixed-fee IDIQ contract with an estimated total value between $24.5 million to $28.5 million over its period of performance. The solicitation is seeking proposals from U.S. and non-U.S. nonprofit and for-profit organizations to improve access to formal financial services in rural, underserved, and conflict-affected areas of Colombia and mobilize long-term capital for USAID/Colombia's CDCS priorities. The solicitation includes budget templates to be completed by offerors organized by cost line items and labor categories for the base period and each option period, as well as guidance on indirect cost rates, fixed fees, and level of effort assumptions. Proposals are due on the date and time specified in Section L of the solicitation. The competition will use a highest technical rating with fair and reasonable price/realistic cost process rather than a tradeoff approach.
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Summary Budget
SUMMARY BUDGET
| CONTRACT LINE ITEM | YEAR 1 | YEAR 2 | YEAR 3 | YEAR 4 | YEAR 5 | TOTAL |
| CLIN 0001 | ||||||
| CLIN 0002 | ||||||
| TOTAL COST PLUS FIXED FEE |
Detailed Budget
| BUDGET TEMPLATE BY CLIN - Include ONLY those cost line items that are consistent with your technical approach | |||||||||||||||||
| COST ELEMENTS | PERIOD OF PERFORMANCE | TOTAL | |||||||||||||||
| Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | |||||||||||||
| CLIN 0001 | |||||||||||||||||
| A. Salaries and Wages | |||||||||||||||||
| Daily Rate | LOE/Units | Cost | Daily Rate | LOE/Units | Cost | Daily Rate | LOE/Units | Cost | Daily Rate | LOE/Units | Cost | Daily Rate | LOE/Units | Cost | LOE/Units | Cost | |
| 1. Long-Term Technical Assistance (LTTA) | Days | Days | Days | Days | Days | Days | |||||||||||
| LTTA EXPATRIATE/TCNs |
Subtotal LTTA Expatriate/TCNs
LTTA LOCAL STAFF
Subtotal LTTA CCNs
TOTAL Long-Term Technical Assistance
| 2. Short-Term Technical Assistance (STTA) |
| STTA EXPATRIATE/TCNs |
| POSITION TITLE |
| POSITION TITLE |
| POSITION TITLE |
| POSITION TITLE |
| Subtotal STTA - Expatriates/TCNs |
STTA LOCAL
| POSITION TITLE |
| POSITION TITLE |
| POSITION TITLE |
| POSITION TITLE |
| POSITION TITLE |
| POSITION TITLE |
| Subtotal STTA LOCAL |
TOTAL Short-Term Technical Assistance
3. Cooperating Country Nationals (CCN) Administrative Staff
TOTAL CCN Administrative Staff
4. Home Office Support
TOTAL Home Office Support
| Total Salaries and Wages | |||||||||||||||||
| B. Fringe Benefits | |||||||||||||||||
| Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Units | Cost |
| Total Fringe Benefits | |||||||||||||||||
| C. Travel, Transportation & PerDiem | |||||||||||||||||
| Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Units | Cost | |
| International Travel | |||||||||||||||||
| Local Travel | |||||||||||||||||
| Per Diem |
| Total Travel, Transportation & Per Diem | |||||||||||||||||
| D. Allowances | |||||||||||||||||
| Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Units | Cost |
| Total Allowances | |||||||||||||||||
| E. Other Direct Costs (ODCs) | |||||||||||||||||
| Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Units | Cost |
| Total ODCs | |||||||||||||||||
| F. Activity Fund | |||||||||||||||||
| Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Rate | Units | Cost | Units | Cost |
| Total Activity Fund | |||||||||||||||||
| G. Indirect Costs | |||||||||||||||||
| Rate | Base | Cost | Rate | Base | Cost | Rate | Base | Cost | Rate | Base | Cost | Rate | Base | Cost | Base | Cost |
| Total Indirect Costs | |||||||||||||||||
| H. Fixed Fee | |||||||||||||||||
| Rate | Base | Cost | Rate | Base | Cost | Rate | Base | Cost | Rate | Base | Cost | Rate | Base | Cost | Base | Cost |
Total Fixed Fee
TOTAL CLIN 0001
| CLIN 0002 |
| Salaries and Wages |
| Total Salaries and Wages |
| Other Direct Costs (ODCs) |
| Total ODCs |
| Indirect Costs |
| Total Indirect Costs |
| Fixed Fee |
| Total Fixed Fee |
TOTAL CLIN 0002
TOTAL COST PLUS FIXED FEE
LOE
| BUDGET SUMMARY COST SHEET: LEVEL OF EFFORT |
| CLIN 0001 |
| Please provide the estimated Person Days Level of Effort by Labor Category. |
| ITEMS | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Total | Explanation |
| LABOR | |||||||
| Direct Long-Term Labor (Expatriate) | |||||||
| Direct Long-Term Labor (Local) | |||||||
| Direct Short-Term Labor (Expatriate) | |||||||
| Direct Short-Term Labor (Local) | |||||||
| Local Staff | |||||||
| Home Office | |||||||
| TOTAL LEVEL OF EFFORT |
Please list the personnel proposed, their job title, proposed starting salary and salary range under which the position falls
Person/Name Position Proposed Starting Salary Salary Range Comment
| CLIN 0002 | |||||||
| Please provide the estimated Person Days Level of Effort by Labor Category. | |||||||
| ILLUSTRATIVE POSITIONS | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Total | Explanation |
| LABOR | |||||||
| FINAGRO Legal Banking Expert | |||||||
| Investment Specialist | |||||||
| Regional Coordinator for Migrants | |||||||
| Regional Coordinator for Artisan Mining | |||||||
| Project Finance Lead | |||||||
| Value Chain Finance Specialist | |||||||
| Business Development Specialist 1 | |||||||
| Business Development Specialist 2 | |||||||
| Project Finance Short Term Specialist 1 | |||||||
| Project Finance Short Term Specialist 2 | |||||||
| Project Finance Short Term Specialist 3 | |||||||
| Project Finance Short Term Specialist 4 | |||||||
| Project Finance Short Term Specialist 5 | |||||||
| TOTAL LEVEL OF EFFORT | 2,000 | 2,000 | 2,000 | 2,000 | 2,000 | 10,000 | |
| Please include the proposed ceiling rate by Labor Category. | |||||||
| ILLUSTRATIVE POSITIONS | Ceiling Rate Year 1 | Ceiling Rate Year 2 | Ceiling Rate Year 3 | Ceiling Rate Year 4 | Ceiling Rate Year 5 | Explanation | |
| LABOR | |||||||
| FINAGRO Legal Banking Expert | |||||||
| Investment Specialist | |||||||
| Regional Coordinator for Migrants | |||||||
| Regional Coordinator for Artisan Mining | |||||||
| Project Finance Lead | |||||||
| Value Chain Finance Specialist | |||||||
| Business Development Specialist 1 | |||||||
| Business Development Specialist 2 | |||||||
| Project Finance Short Term Specialist 1 | |||||||
| Project Finance Short Term Specialist 2 | |||||||
| Project Finance Short Term Specialist 3 | |||||||
| Project Finance Short Term Specialist 4 | |||||||
| Project Finance Short Term Specialist 5 |
File details come from the government source that posted it. Updated .