Cost+Proposal+Format+-+PERS+and+RIO.docx
DOCX document 20 KB Posted
- Solicitation number
- 117-25-04
- Issued by
- Burleigh County, North Dakota
About this file
This document is a Cost Proposal Format for professional services covering the Retirement and Investment Office (RIO) and Public Employees Retirement System (PERS) for a three-year period from 2025 to 2027. The proposal outlines a detailed cost breakdown by professional level, including Partner, Manager, Consultants/Specialists, Staff, and Clerical positions, with associated hourly rates and total costs for each organization and year.
The total proposed cost for the three-year contract is structured with separate annual budgets for RIO and PERS, with each year and organization having a breakdown of professional rates and hours. The total client hours and costs are itemized, showing expenses for travel and other miscellaneous costs. While specific dollar amounts are redacted (shown as XXX), the document provides a comprehensive template for pricing professional services across different staff levels and two distinct retirement-related organizations over the specified three-year period.
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Other files
| File | Type | Posted |
|---|---|---|
| Amendment+1+-+PERS+RIO+-+2025-2027.pdf | ||
| Agency+Summary+-+LAFRC+-+PERS+and+RIO.docx | DOCX document | |
| Technical+Evaluation+Worksheet+-+PERS+and+RIO.xlsx | XLSX spreadsheet | |
| 117-25-04+PERS+and+RIO.pdf | ||
| Contract+Template+-+PERS+and+RIO.docx | DOCX document |
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Text version
ATTACHMENT 1
COST PROPOSAL FORMAT
Cost Proposal Format. Cost proposals must be prepared as a separate document from the technical proposal, sealed and clearly labeled, “Cost Proposal.”
Offeror must complete the following Cost Proposal Format or prepare a cost proposal following the same format.
Retirement and Investment Office 2025
| Professionals |
| Rate |
| Hours |
| Total |
| Partner |
| $XXX |
| XX |
| $XXX |
| Manager |
| $XXX |
| XX |
| $XXX |
| Consultants/Specialists |
| $XXX |
| XX |
| $XXX |
| Staff |
| $XXX |
| XX |
| $XXX |
| Clerical |
| $XXX |
| XX |
| $XXX |
Travel
$XXX
Other
$XXX
| Total |
| XXX |
| $XX,XXX |
Retirement and Investment Office 2026
| Professionals |
| Rate |
| Hours |
| Total |
| Partner |
| $XXX |
| XX |
| $XXX |
| Manager |
| $XXX |
| XX |
| $XXX |
| Consultants/Specialists |
| $XXX |
| XX |
| $XXX |
| Staff |
| $XXX |
| XX |
| $XXX |
| Clerical |
| $XXX |
| XX |
| $XXX |
Travel
$XXX
Other
$XXX
| Total |
| XXX |
| $XX,XXX |
Retirement and Investment Office 2027
| Professionals |
| Rate |
| Hours |
| Total |
| Partner |
| $XXX |
| XX |
| $XXX |
| Manager |
| $XXX |
| XX |
| $XXX |
| Consultants/Specialists |
| $XXX |
| XX |
| $XXX |
| Staff |
| $XXX |
| XX |
| $XXX |
| Clerical |
| $XXX |
| XX |
| $XXX |
Travel
$XXX
Other
$XXX
| Total |
| XXX |
| $XX,XXX |
Retirement and Investment Office Three Year Total
| Year |
| Hours |
| Total |
| 2025 |
| XX |
| $XXX |
| 2026 |
| XX |
| $XXX |
| 2027 |
| XX |
| $XXX |
| Total |
| XXX |
| $XX,XXX |
Public Employees Retirement System 2025
| Professionals |
| Rate |
| Hours |
| Total |
| Partner |
| $XXX |
| XX |
| $XXX |
| Manager |
| $XXX |
| XX |
| $XXX |
| Consultants/Specialists |
| $XXX |
| XX |
| $XXX |
| Staff |
| $XXX |
| XX |
| $XXX |
| Clerical |
| $XXX |
| XX |
| $XXX |
Travel
$XXX
Other
$XXX
| Total |
| XXX |
| $XX,XXX |
Public Employees Retirement System 2026
| Professionals |
| Rate |
| Hours |
| Total |
| Partner |
| $XXX |
| XX |
| $XXX |
| Manager |
| $XXX |
| XX |
| $XXX |
| Consultants/Specialists |
| $XXX |
| XX |
| $XXX |
| Staff |
| $XXX |
| XX |
| $XXX |
| Clerical |
| $XXX |
| XX |
| $XXX |
Travel
$XXX
Other
$XXX
| Total |
| XXX |
| $XX,XXX |
Public Employees Retirement System 2027
| Professionals |
| Rate |
| Hours |
| Total |
| Partner |
| $XXX |
| XX |
| $XXX |
| Manager |
| $XXX |
| XX |
| $XXX |
| Consultants/Specialists |
| $XXX |
| XX |
| $XXX |
| Staff |
| $XXX |
| XX |
| $XXX |
| Clerical |
| $XXX |
| XX |
| $XXX |
Travel
$XXX
Other
$XXX
| Total |
| XXX |
| $XX,XXX |
Public Employees Retirement System Three Year Total
| Year |
| Hours |
| Total |
| 2025 |
| XX |
| $XXX |
| 2026 |
| XX |
| $XXX |
| 2027 |
| XX |
| $XXX |
| Total |
| XXX |
| $XX,XXX |
RIO and PERS Total
| Client |
| Hours |
| Total |
| RIO |
| XX |
| $XXX |
| PERS |
| XX |
| $XXX |
| Total |
| XXX |
| $XX,XXX |
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