Attachment J.9 - Budget Template.xlsx
XLSX spreadsheet 230 KB Posted
- Solicitation number
- 72052120R00024
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Summary
| Prime Contractor: [Name] |
| Subcontractor: [Name] |
| ActivityTitle: |
| RFP: |
| Description | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Total 5 Years |
| Salaries and Wages | ||||||
| Field Office Staff | ||||||
| Home Office Staff | ||||||
| Fringe Benefits | ||||||
| Allowances | ||||||
| Travel and Transportation | ||||||
| Equipment | ||||||
| Materials and Supplies | ||||||
| Other Direct Costs | ||||||
| Training | ||||||
| Contractual/Subcontracts | ||||||
| Grants | ||||||
| Environmental Costs | ||||||
| Total Direct Costs | ||||||
| Indirect Costs | ||||||
| Overhead Costs | ||||||
| G&A Costs | ||||||
| Total Estimated Costs | ||||||
| Fixed Fee on Estimated Costs | ||||||
| TOTAL Estimated Cost Plus Fixed Fee |
Prime Detail Instructions for utilizing the budget template. (This column can be deleted by the Offeror before submission.)
Offerors must utilize the major categories of cost listed herein and highlighted in yellow, i.e. Salaries and Wages, Fringe Benefits, Allowances, etc. The subcategories listed under each major category can be tailored to align with an offeror's budgeting practices. If a subcategory is not applicable, it may be deleted.
Please provide detailed information for each proposed item, including the rate, unit and quantity budgeted for each year. Items budgeted as Direct Costs must include only those costs that can be directly allocated to this contract.
A spreadsheet containing the same kind of information must be provided for each identified sub-contractor. If more sub-contractors are proposed, please copy and insert additional worksheets as needed. The Offeror must also provide budget narratives for proposed sub-subcontractors, if any.
The accompanying budget narrative must clearly explain the Offeror's assumptions and the basis for all proposed items of cost, such as the method of estimating costs, sources utilized for market research, etc.
| Prime Contractor: |
| Subcontractor: |
| RFP #: |
All amounts in U.S. dollars
| Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Totals | |||||||||||||
| Unit | Rate | QTY | Total | Rate | QTY | Total | Rate | QTY | Total | Rate | QTY | Total | Rate | QTY | Total | |||
| Direct Cost Categories: | ||||||||||||||||||
| Instructions: In this section list each proposed position, indicate the candidate's name if a candidate has been identified, the proposed daily rate and the number of days proposed for each position. If a candidate has not been identified, the position name should be included and marked "TBD". The subcategories listed below can be tailored to align with an offeror's customary budgeting practices. | Salaries and Wages |
Example: Project Manager: [Name] days $100 260 $26,000 $103 260 $26,780 $106 260 $27,583 $109 260 $28,411 $113 260 $29,263 $138,038
| Direct Expatriate Long Term Labor |
| Direct Expatriate Short Term Labor |
| Direct Local Long Term Labor |
| Direct Local Short Term Labor |
Labor Subtotal:
Instructions: If the Offeror has a fringe benefit rate that has been approved by an agency of the Government, such rate should be used and evidence of its approval should be provided. If a fringe benefit rate has not been approved, the offeror should propose a rate and explain how the rate was determined. If the latter is used, the narrative should include a detailed breakdown comprised of all items of fringe benefits (e.g., unemployment insurance, workers compensation, health and life insurance, retirement, FICA, etc.) and the costs of each, expressed in dollars and as a percentage of salaries. Fringe Benefits for local long-term staff must be budgeted as a separate item of cost and include only the social contributions in accordance with local labor law. Fringe Benefits
Fringe Benefits Subtotal:
Instructions: In this section,include a detailed breakdown of all allowances being proposed and indicate the number of units being budgeted. List all proposed items separately. Allowances
Allowances Subtotal:
Instructions: In this section, include a detailed breakdown of all proposed travel and associated costs. Indicate the number of trips/units being budgeted. List all proposed items separately. The budget notes must indicate the number and purpose of the trips, the proposed traveler (position) and the destination, if known. The subcategories listed can be tailored to align with an offeror's customary budgeting practices.
If proposed, per diem may be listed here or as an allowance, according to the Offeror's budgeting practices. Travel and Transportation
In-Country Travel
International Travel
Travel and Transportation Subtotal:
Instructions: In this section, include a detailed breakdown of all equipment proposed for procurement. Indicate each item, the number of units being budgeted and proposed cost. List all proposed items separately. Include proposed vehicle purchases , if any, in this section.
“Equipment” means a tangible item that is functionally complete for its intended purpose, durable, nonexpendable, and needed for the performance of a contract. Equipment is not intended for sale, and does not ordinarily lose its identity or become a component part of another article when put into use. Equipment does not include material, real property, special test equipment or special tooling.
Equipment
Equipment Subtotal:
Instructions: In this section, include a detailed breakdown of all proposed supplies and other items proposed for procurement. Indicate each item, the number of units being budgeted and the proposed item cost. List all proposed items separately.
“Material” means property that may be consumed or expended during the performance of a contract, component parts of a higher assembly, or items that lose their individual identity through incorporation into an end item. Material does not include equipment, special tooling, special test equipment or real property. Materials and Supplies
Materials and Supplies Subtotal:
Instructions: In this section, include a detailed breakdown of all proposed other direct cost items. Indicate the number of units being budgeted. List all proposed items separately. The offeror must not include the cost of non-professional salaries or locally employed salaries, allowances, equipment, and travel costs under the ODC cost category. Other Direct Costs (ODCs)
ODC Subtotal:
Instructions: In this section, list the proposed specific training programs and number of training sessions. Costs must be broken down by types and participants. Training cost per participant must be provided. For other than participant training – provide a number of training sessions, length, and number of participants. Include training cost per participant and provide a name for each training. Training
| Training Subtotal: | |
| Instructions: In this section, list any proposed subcontracts, indicate the proposed subcontractor if known and the estimated annual expenditure for each. Indicate the name of the firm, the amount budgeted and the year in which the expenditure is planned. Also include a detailed budget as a separate tab to this worksheet, accompanied by a detailed budget narrative. Under this category, similar information should be provided for all consultants as provided under the category for salary and wages. |
Contratual/Subcontracts
| Contractual/Subcontracts Subtotal: | |
| Instructions: the Grants under Contracts fund for this activity must be $5,000,000. USAID is not expecting detailed budget breakdowns. USAID will accept lump-sum amounts, at least indicating the estimated number of grants per year and total estimated amount for each grant. Narrative information supporting how those funds will be distributed among an illustrative group of grantees, if proposed. | Grants Fund |
| Instructions: For the purposes of this solicitation, offeror should reflect illustrative costs for environmental compliance implementation and monitoring in their cost proposal. | Grants Subtotal: |
| Environmental Costs | |
| Environmental Costs Subtotal: | |
| Sum of Direct cost categories | TOTAL DIRECT COSTS: |
List as a separate line each applicable indirect cost categories in accordance with the Offeror's approved negotiated indirect cost rate agreement. Indirect Costs
| If proposed provide a full explanation of how the Offeror's has calculated its proposed fee amount in budget notes. | Proposed Fixed Fee (If any) |
| Fixed Fee |
The sum of all proposed costs TOTAL ESTIMATED COST PLUS FIXED FEE
Subcontractor 1
| Prime Contractor: |
| Subcontractor: |
| RFP #: |
| All amounts in U.S. dollars |
| Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Totals | ||||||||||||
| Unit | Rate | QTY | Total | Rate | QTY | Total | Rate | QTY | Total | Rate | QTY | Total | Rate | QTY | Total | ||
| Direct Cost Categories: | |||||||||||||||||
| Salaries and Wages |
Example: Project Manager days $100 260 $26,000 $103 260 $26,780 $106 260 $27,583 $109 260 $28,411 $113 260 $29,263 $138,038
| Direct Expatriate Long Term Labor |
| Direct Expatriate Short Term Labor |
| Direct Local Long Term Labor |
| Direct Local Short Term Labor |
Labor Subtotal:
Fringe Benefits
Fringe Benefits Subtotal:
Allowances
Allowances Subtotal:
Travel and Transportation
In-Country Travel
International Travel
Travel and Transportation Subtotal:
Equipment
Equipment Subtotal:
Materials and Supplies
Materials Subtotal:
Other Direct Costs (ODCs)
ODC Subtotal:
Contractual/Subcontracts
Contractual/Subcontracts Subtotal:
TOTAL DIRECT COSTS:
Indirect Costs
| Proposed Fixed Fee (If any) |
| Fixed Fee |
TOTAL ESTIMATED COST PLUS FIXED FEE
File details come from the government source that posted it. Updated .