Draft REL Competition 2027 Budget Template.xlsx
XLSX spreadsheet 50 KB Posted
- Solicitation number
- REL-CYCLE2027
- Issued by
-
Department of Education
About this file
This document is a Draft Budget Template for the Regional Educational Laboratory (REL) Program's 2027-2031 Cycle contract. The template outlines a firm fixed-price contract with cost-reimbursable travel, requiring offerors to price a menu of required and as-needed activities and deliverables aligned with the Performance Work Statement (PWS). The Base Year Firm Fixed-Price Budget covers Tasks 1-6, which include activities such as kickoff meetings, monthly communications, governing board establishment, collaboration tracking, partnership development, technical support services, research activities, and dissemination efforts.
Key pricing structure details include establishing a pricing menu with unit-level costs for various activities, with offerors developing their Base Year budget by selecting from this menu. The contract allows for an annual 3% cost escalation, and travel is cost-reimbursable. The budget template provides granular breakdowns for labor categories, other direct costs, indirect costs, and travel expenses, with specific sections for Tasks 4, 5, and 6 detailing potential activity types and associated costs. The document is part of a solicitation by the U.S. Department of Education's Institute of Education Sciences (IES) for up to 10 Regional Educational Laboratory contracts covering different geographical regions.
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Other files
| File | Type | Posted |
|---|---|---|
| REL 2027_31 PWS 03122026 CLEAN.docx | DOCX document | |
| REL Competition 2027 RFI Instructions Revised.docx | DOCX document | |
| Draft 2027 REL PWS.docx | DOCX document | |
| REL Competition 2027 RFI Instructions.docx | DOCX document |
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Directions (Draft)
Budget Template Directions:
The Regional Educational Laboratory (REL) Program, 2027-2031 Cycle, Contract is firm fixed price with cost-reimburseable travel. Offerors shall price a menu of required and as needed activities and related deliverables aligned with the PWS and outlined in this budget template.
Once the offeror has established the pricing menu, the offeror shall develop their Base Year FFP Budget (Firm-Fixed-Price) pulling from the price menu the total costs from the deliverables. The Base Year FFP Budget does not need to include the labor, other direct cost, and indirect and other rate information because those costs are part of the pricing menu. Only the Base Year is included in the REL cost proposal. Once awarded each year the REL will propose activities for the next year in the Annual Work Plan and submit a Budget for that year using costs in the pricing menu approved at time of the contract award withan allowable 3% escalation rate in costs.
The Offeror shall also include assumptions that would be helpful to clarify costs that go into variations of deliverables in the menu for Tasks 4, 5, and 6.
The Offeror shall include estimates of Base Year Travel, including detail on the travel purpose, location, and related costs (transportation, lodging, per diem, etc.).
Base Year FFP Budget (Draft)
| Offeror: | ||||
| Date: | ||||
| Base Year Firm Fixed-Price Budget | ||||
| Note: Each REL shall create their Base Year Firm Fixed-Price Budget using costs from the Pricing Menu. Only the Total Cost for each Task/Subtask should be used. | ||||
| Task/Subtask | Cost (From Pricing Menu) | Quantity | Total Cost (Unit Cost X Quantity) | Schedule (Month/Year) |
| 1.1 Kickoff Call with IES | 1 | January 2027 | ||
| 1.2 Communicate Regularly with IES | 12 | Monthly | ||
| 1.3 Attend Bi-Annual REL Program Meetings | 1 | 2 per year | ||
| 1.4 Identify, establish, maintain, and convene the Governing Board | 1 | Ongoing- see deliverable schedule | ||
| 1.5.1 Annual Workplan Base Year | 1 | April 2027 | ||
| 1.5.2 Workplan and Budget for Year 2 | 1 | September 2027 | ||
| 1.6 Prepare and Submit Monthly Progress Report | 12 | Monthly | ||
| 1.7.1 Submission of security clearance documents | 12 | Monthly | ||
| 1.7.2 Certification documenting completion of Training | 4 | As directed by the COR, approximately quarterly | ||
| 1.8.1 REL Evaluation materials | 1 | When requested | ||
| 2.1 Summary of Collaboration Activities | 12 | Monthly | ||
| 3.1 Partnership Development, Maintenance, and Need Sensing | Specify | As Needed | ||
| 3.2.1 Logic Model Developed | 1 | June 2027 | ||
| 3.2.2 Measurement Plan Developed | 1 | June 2027 | ||
| 3.2.3 Partnership Stakeholder Feedback Survey | 1 | November 2027 | ||
| 4.1.1 Short engagement, low-moderate level of expertise TCTS Activity | Specify | Specify | ||
| 4.1.2 Short engagement, high level of expertise TCTS Activity | Specify | Specify | ||
| 4.1.3 Medium engagement, low-moderate level of expertise TCTS Activity | Specify | Specify | ||
| 4.1.4 Medium engagement, high level of expertise TCTS Activity | Specify | Specify | ||
| 4.1.5 Long engagement, low-moderate level of expertise TCTS Activity | Specify | Specify | ||
| 4.1.6 Long engagement, high level of expertise TCTS Activity | Specify | Specify | ||
| 4.2.1 Ask an Expert Service Memo | 1 | March 2027 | ||
| 4.2.2 Draft Proposal AAE Activity | Specify | Specify | ||
| 4.2.3 Final Proposal AAE Activity | Specify | Specify | ||
| 5.1.1 Small Task 5 Activity (no primary data collection) | Specify | Specify | ||
| 5.1.2 Small Task 5 Activity (primary data collection, includes OMB review) | Specify | Specify | ||
| 5.1.3 Medium Task 5 Activity (no primary data collection) | Specify | Specify | ||
| 5.1.4 Medium Task 5 Activity (primary data collection, includes OMB review) | Specify | Specify | ||
| 5.1.5 Large Task 5 Activity (no primary data collection) | Specify | Specify | ||
| 5.1.6 Large Task 5 Activity (primary data collection, includes OMB review) | Specify | Specify | ||
| 5.1.7 Additional Components for impact studies | Specify | Specify | ||
| 5.1.8 Final Products for Task 5 Studies | Specify | Specify | ||
| 5.2 Develop a Toolkit | Specify | Specify | ||
| 5.3 Design and test new programs, policies, or practices (“intervention”) | Specify | Specify | ||
| 5.4 Develop tools to support research | Specify | Specify | ||
| 5.5 Conduct assessments of research study quality | Specify | Specify | ||
| 6.1.1. Initial Draft Website Template | 1 | March 2027 | ||
| 6.1.2 Final Website Template | 1 | April 2027 | ||
| 6.1.3 Quarterly Website Updates | 3 | June, September, December, 2027 | ||
| 6.1.4 Small Effort Website content template & website change | Specify | Specify | ||
| 6.1.5 Medium Effort Website content template & website change | Specify | Specify | ||
| 6.1.6 Large Effort Website content template & website change | Specify | Specify | ||
| 6.2.1 Concept Paper | Specify | Specify | ||
| 6.2.2 Video Storyboard and script | Specify | Specify | ||
| 6.2.3 Video-short length | Specify | Specify | ||
| 6.2.4 Video-medium length | Specify | Specify | ||
| 6.2.5 Video-long length | Specify | Specify | ||
| 6.2.6 Draft handout, infographic or fact sheet | Specify | Specify | ||
| 6.2.7 Final handout, infographic and fact sheet | Specify | Specify | ||
| 6.3.1 Proposal for event or required proposal for conference presentation | Specify | Specify | ||
| 6.3.2 Agenda and materials | Specify | Specify | ||
| 6.3.3 Stakeholder Feedback Survey | Specify | Specify | ||
| 6.3.4 Webinar video, keywords and description for YouTube page | Specify | Specify | ||
| 6.3.5 Webinar summary | Specify | Specify | ||
| 6.3.6 Webinar questions and answers document | Specify | Specify | ||
| 6.4.1 Newsletter | Specify | Specify | ||
| 6.5.1 Blog | Specify | Specify | ||
| 6.6.1 Social Media Post | Specify | Specify | ||
| 6.7.1 Video Proposal | Specify | Specify | ||
| 6.7.2 Video storyboard and script (short length) | Specify | Specify | ||
| 6.7.3 Video storyboard and script (medium length) | Specify | Specify | ||
| 6.7.4 Video storyboard and script (long length) | Specify | Specify | ||
| 6.7.5 Video-short length | Specify | Specify | ||
| 6.7.6 Video-medium length | Specify | Specify | ||
| 6.7.7 Video-long length | Specify | Specify | ||
| 6.7.8 Brochure | Specify | Specify |
Task 1-3 Pricing Menu (Draft)
| Offeror: |
| Date: |
| Task 1-3 Pricing Menu |
| Note: Pricing by Subtask should be for one unit in this Pricing Menu. See Unit Level of Cost/Year. If the unit is monthly, then the cost should be for 1 month. In the Base Year FFP Budget worksheet you can specify the quantity of each pricing menu unit you are planning. The blue shaded columns in this pricing menu should be the pricing for the sum of the subtasks that go into that higher level task. | |||||||||||||||||||||||||||||||||||||||||||||||||
| Unit Level of Cost/Year | Once | One Unit/Monthly | One Unit/Monthly | One Unit/Annual | One Unit/Annual | One Unit/Annual | One Unit/Annual | One Unit/Annual | One Unit/Quarterly | Once | One Unit/Annual | One Unit/Monthly | One Unit/Monthly | One Unit/Quarterly | One Unit (As Needed) | One Unit/Annual | One Unit/Monthly | One Unit (As Needed) | |||||||||||||||||||||||||||||||
| Budget Category | 1.1.1 | 1.1 | 1.2.1 | 1.2.2 | 1.2 | 1.3.1 | 1.3.2 | 1.3 | 1.4.1 | 1.4.2 | 1.4.3 | 1.4.4 | 1.4 | 1.5.1 | 1.5 | 1.6 | 1.7.1 | 1.7.2 | 1.7 | 1.8.1 | 1.8.2 | 1.8 | 2.1 | 3.1.1 | |||||||||||||||||||||||||
| Tasks | Summary of REL Kickoff Meeting | Kickoff Call with IES | Monthly call agenda | Monthly call summary memo | Communicate regularly with IES | Attend in-person biannual REL Program meetings. | Attend virtual biannual REL Program meetings. | Attend biannual REL Program meetings | Report on the establishment of the Governing Board (annual update of changes) | Meeting agendas and materials for annual Governing Board Meeting | Governing Board meeting minutes, action items and discussion | Documentation of quarterly communication with the Governing Board | Identify, establish, maintain, and convene the Governing Board | Base Year Work Plan (due April 2027) | Annual Workplan and Budget (September all years except Year 5) | Prepare and Submit Monthly Progress Report | Submission of security clearance documents (Monthly as needed) | Certification documenting completion of Training | Comply with IES' REL Employee Personnel Security Clearance Policy | REL Evaluation Materials | Participate in two-day site visit with REL Evaluation contractor (only Years 2 & 3) | Participate in REL Program Evaluation | Summary of Collaboration Activities (Monthly cost) | Partnership Proposal | |||||||||||||||||||||||||
| LABOR Category | Unloaded Labor Rate | Loaded Rate | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours |
TOTAL LABOR
| OTHER DIRECT COSTS |
| Consultant Costs |
| (list consultants) |
| Subcontractor Costs |
| (list by subcontractor) |
| Outside Services |
| Subscriptions |
| Fingerprinting |
| Shipping |
| IRB |
| Honoraria |
| Constant Contact Subscription |
| TOTAL OTHER DIRECT COSTS |
TOTAL COST (TOTAL LABOR + TOTAL OTHER DIRECT COSTS)
| Indirect Costs |
| Labor and Other Direct Costs |
| Subcontractors and Consultants |
FIRM FIXED-PRICE TOTAL
| TRAVEL |
| See 2026 Travel Detail tab (details and unloaded cost) |
| Travel Costs |
| Indirect on Travel |
| TRAVEL TOTAL |
GRAND TOTAL: Firm Fixed Price Total + Travel Total
Task 4 Pricing Menu (Draft)
| Offeror: |
| Date: |
| Task 4 Pricing Menu |
| Note: Pricing by Subtask should be for one unit in this Pricing Menu. In the Base Year FFP Budget worksheet you can specify the quantity of each pricing menu unit you are planning. The blue shaded columns in this pricing menu should be the pricing for the sum of the subtasks that go into that higher level task. | |||||||||||||||||||||||||||||||||||||||||||||||||
| Type of Task 4 Activity | Short engagement, low-moderate level of expertise Activity | Short engagement, high level of expertise TCTS Activity | Medium engagement, low-moderate level of expertise TCTS Activity | Medium engagement, high level of expertise TCTS Activity | Long engagement, low-moderate level of expertise TCTS Activity | ||||||||||||||||||||||||||||||||||||||||||||
| Budget Category | 4.1.1.1 | 4.1.1.2 | 4.1.1.3 | 4.1.1.4 | 4.1.1 | 4.1.2.1 | 4.1.2.2 | 4.1.2.3 | 4.1.2.4 | 4.1.2 | 4.1.3.1 | 4.1.3.2 | 4.1.3.3 | 4.1.3.4 | 4.1.3 | 4.1.4.1 | 4.1.4.2 | 4.1.4.3 | 4.1.4.4 | 4.1.4 | 4.1.5.1 | 4.1.5.2 | 4.1.5.3 | 4.1.5.4 | |||||||||||||||||||||||||
| Tasks | Draft Proposal for Task 4 TCTS Activity | Final Proposal for an accepted TCTS activity | Materials and agenda for any TCTS sessions | Stakeholder Feedback Survey results | Short engagement, low-moderate level of expertise Activity | Draft Proposal for Task 4 TCTS Activity | Final Proposal for an accepted TCTS activity | Materials and agenda for any TCTS sessions | Stakeholder Feedback Survey results | Short engagement, high level of expertise TCTS Activity | Draft Proposal for Task 4 TCTS Activity | Final Proposal for an accepted TCTS activity | Materials and agenda for any TCTS sessions | Stakeholder Feedback Survey results | Medium engagement, low-moderate level of expertise TCTS Activity | Draft Proposal for Task 4 TCTS Activity | Final Proposal for an accepted TCTS activity | Materials and agenda for any TCTS sessions | Stakeholder Feedback Survey results | Medium engagement, high level of expertise TCTS Activity | Draft Proposal for Task 4 TCTS Activity | Final Proposal for an accepted TCTS activity | Materials and agenda for any TCTS sessions | Stakeholder Feedback Survey results | |||||||||||||||||||||||||
| LABOR Category | Unloaded Labor Rate | Loaded Rate | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours |
TOTAL LABOR
| OTHER DIRECT COSTS |
| Consultant Costs |
| (list consultants) |
| Subcontractor Costs |
| (list by subcontractor) |
| Outside Services |
| Subscriptions |
| Fingerprinting |
| Shipping |
| IRB |
| Honoraria |
| Constant Contact Subscription |
| TOTAL OTHER DIRECT COSTS |
TOTAL COST (TOTAL LABOR + TOTAL OTHER DIRECT COSTS)
| Indirect Costs |
| Labor and Other Direct Costs |
| Subcontractors and Consultants |
FIRM FIXED-PRICE TOTAL
| TRAVEL |
| See 2026 Travel Detail tab (details and unloaded cost) |
| Travel Costs |
| Indirect on Travel |
| TRAVEL TOTAL |
GRAND TOTAL: Firm Fixed Price Total + Travel Total
Task 5 Pricing Menu (Draft)
| Offeror: |
| Date: |
| Task 5 Pricing Menu |
Note: Pricing by Subtask should be for one unit in this Pricing Menu. In the Base Year FFP Budget worksheet you can specify the quantity of each pricing menu unit you are planning. The blue shaded columns in this pricing menu should be the pricing for the sum of the subtasks that go into that higher level task.
| Type of Task 5 Activity | Small Task 5 Activity (no primary data collection) | Small Task 5 Activity (primary data collection, includes OMB review) | Medium Task 5 Activity (no primary data collection) | Medium Task 5 Activity (primary data collection, includes OMB review) | |||||||||||||||||||||||||||||||||||||||||||||
| Budget Category | 5.1.1.1 | 5.1.1.2 | 5.1.1.3 | 5.1.1.4 | 5.1.1.5 | 5.1.1 | 5.1.2.1 | 5.1.2.2 | 5.1.2.3 | 5.1.2.4 | 5.1.2.5 | 5.1.2.6 | 5.1.2 | 5.1.3.1 | 5.1.3.2 | 5.1.3.3 | 5.1.3.4 | 5.1.3.5 | 5.1.3 | 5.1.4.1 | 5.1.4.2 | 5.1.4.3 | 5.1.4.4 | 5.1.4.5 | |||||||||||||||||||||||||
| Tasks | Draft Proposal for IES Review | Final Proposal incorporating feedback from IES and approved | Notice of IRB approval or exemption | Data Management Plan (if applicable to the study) | Data sharing agreement or memorandum of understanding | Small Task 5 Activity (no primary data collection) | Draft Proposal for IES Review | Final Proposal incorporating feedback from IES and approved | Notice of IRB approval or exemption | Data Management Plan (if applicable to the study) | Data sharing agreement or memorandum of understanding | OMB Clearance Package | Small Task 5 Activity (primary data collection, includes OMB review) | Draft Proposal for IES Review | Final Proposal incorporating feedback from IES and approved | Notice of IRB approval or exemption | Data Management Plan (if applicable to the study) | Data sharing agreement or memorandum of understanding | Medium Task 5 Activity (no primary data collection) | Draft Proposal for IES Review | Final Proposal incorporating feedback from IES and approved | Notice of IRB approval or exemption | Data Management Plan (if applicable to the study) | Data sharing agreement or memorandum of understanding | |||||||||||||||||||||||||
| LABOR Category | Unloaded Labor Rate | Loaded Rate | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours |
TOTAL LABOR
| OTHER DIRECT COSTS |
| Consultant Costs |
| (list consultants) |
| Subcontractor Costs |
| (list by subcontractor) |
| Outside Services |
| Subscriptions |
| Fingerprinting |
| Shipping |
| IRB |
| Honoraria |
| Constant Contact Subscription |
| TOTAL OTHER DIRECT COSTS |
TOTAL COST (TOTAL LABOR + TOTAL OTHER DIRECT COSTS)
| Indirect Costs |
| Labor and Other Direct Costs |
| Subcontractors and Consultants |
FIRM FIXED-PRICE TOTAL
| TRAVEL |
| See 2026 Travel Detail tab (details and unloaded cost) |
| Travel Costs |
| Indirect on Travel |
| TRAVEL TOTAL |
GRAND TOTAL: Firm Fixed Price Total + Travel Total
Task 6 Pricing Menu (Draft)
| Offeror: |
| Date: |
| Task 6 Pricing Menu |
Note: Pricing by Subtask should be for one unit in this Pricing Menu. In the Base Year FFP Budget worksheet you can specify the quantity of each pricing menu unit you are planning.
| Type of Task 6 Activity | REL Website Changes | Engaging Dissemination Materials | Host Events and Conference Presentations | Other Dissemination Materials | Develop supporting communications and branding materials. | ||||||||||||||||||||||||||||||||||||||||||||
| Budget Category | 6.1.1 | 6.1.2 | 6.1.3 | 6.1.4 | 6.1.5 | 6.1.6 | 6.2.1 | 6.2.2 | 6.2.3 | 6.2.4 | 6.2.5 | 6.2.6 | 6.2.7 | 6.3.1 | 6.3.2 | 6.3.3 | 6.3.4 | 6.3.5 | 6.3.6 | 6.4.1 | 6.5.1 | 6.6.1 | 6.7.1 | 6.7.2 | |||||||||||||||||||||||||
| Tasks | Complete initial website templates (Occurs Once) | Final website templates incorporating IES feedback and approved (Occurs Once) | Quarterly website updates | Small Effort Website content template & website change (As needed) | Medium Effort Website content templates & website change (As needed) | Large Effort Website content template & website change (As needed) | Concept Paper for Video | Video Storyboard and Script | Video-short length | Video-medium length | Video-long length | Draft handout, infographic, fact sheet | Final handout, infographic, fact sheet | Proposal for event or required proposal for conference presentation | Agenda and materials | Stakeholder Feedback Survey | Webinar video, keywords and description for YouTube page | Webinar summary | Webinar questions and answers document | Maintain Newsletter | Blog | Social Media Post | Proposal | Video Storyboard and Script (Short length) | |||||||||||||||||||||||||
| LABOR Category | Unloaded Labor Rate | Loaded Rate | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours | Dollars | Hours |
TOTAL LABOR
| OTHER DIRECT COSTS |
| Consultant Costs |
| (list consultants) |
| Subcontractor Costs |
| (list by subcontractor) |
| Outside Services |
| Subscriptions |
| Fingerprinting |
| Shipping |
| IRB |
| Honoraria |
| Constant Contact Subscription |
| TOTAL OTHER DIRECT COSTS |
TOTAL COST (TOTAL LABOR + TOTAL OTHER DIRECT COSTS)
| Indirect Costs |
| Labor and Other Direct Costs |
| Subcontractors and Consultants |
FIRM FIXED-PRICE TOTAL
| TRAVEL |
| See 2026 Travel Detail tab (details and unloaded cost) |
| Travel Costs |
| Indirect on Travel |
| TRAVEL TOTAL |
GRAND TOTAL: Firm Fixed Price Total + Travel Total
Base Year CR Travel (Draft)
| Offeror: | ||||||||||||
| Date: | ||||||||||||
| Base Year Cost Reimburseable Travel Budget | ||||||||||||
| Travel Purpose | Location | # of Trips | # of Travelers | # days | # nights | Transportation | Lodging | Per Diem | Parking | Other Costs | Other Costs | Total Cost Estimate for Trip |
Assumptions (Draft)
| Offeror: |
| Date: |
| Assumptions |
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