Attachment J.5 BUDGET GUIDANCE AND TEMPLATE.xlsx

XLSX spreadsheet 1 MB Posted

Attached to
USAID/Colombia Equitable Finance Activity
Solicitation number
72051422R00006
Issued by

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 ITEMYEAR 1YEAR 2YEAR 3YEAR 4YEAR 5TOTAL
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 ELEMENTSPERIOD OF PERFORMANCETOTAL
Year 1Year 2Year 3Year 4Year 5
CLIN 0001
A. Salaries and Wages
Daily RateLOE/UnitsCostDaily RateLOE/UnitsCostDaily RateLOE/UnitsCostDaily RateLOE/UnitsCostDaily RateLOE/UnitsCostLOE/UnitsCost
1. Long-Term Technical Assistance (LTTA)DaysDaysDaysDaysDaysDays
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
RateUnitsCostRateUnitsCostRateUnitsCostRateUnitsCostRateUnitsCostUnitsCost
Total Fringe Benefits
C. Travel, Transportation & PerDiem
RateUnitsCostRateUnitsCostRateUnitsCostRateUnitsCostRateUnitsCostUnitsCost
International Travel
Local Travel
Per Diem
Total Travel, Transportation & Per Diem
D. Allowances
RateUnitsCostRateUnitsCostRateUnitsCostRateUnitsCostRateUnitsCostUnitsCost
Total Allowances
E. Other Direct Costs (ODCs)
RateUnitsCostRateUnitsCostRateUnitsCostRateUnitsCostRateUnitsCostUnitsCost
Total ODCs
F. Activity Fund
RateUnitsCostRateUnitsCostRateUnitsCostRateUnitsCostRateUnitsCostUnitsCost
Total Activity Fund
G. Indirect Costs
RateBaseCostRateBaseCostRateBaseCostRateBaseCostRateBaseCostBaseCost
Total Indirect Costs
H. Fixed Fee
RateBaseCostRateBaseCostRateBaseCostRateBaseCostRateBaseCostBaseCost

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.
ITEMSYear 1Year 2Year 3Year 4Year 5TotalExplanation
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 POSITIONSYear 1Year 2Year 3Year 4Year 5TotalExplanation
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 EFFORT2,0002,0002,0002,0002,00010,000
Please include the proposed ceiling rate by Labor Category.
ILLUSTRATIVE POSITIONSCeiling Rate Year 1Ceiling Rate Year 2Ceiling Rate Year 3Ceiling Rate Year 4Ceiling Rate Year 5Explanation
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

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