Attachment_E_Sample_Budget_Submisison_and_Invoicing_Formats.xlsx

XLSX spreadsheet 48 KB Posted Mar 31, 2016

Attached to: Developing Achievement Levels for the 2017 National Assessment of Educational Progress Grade 4 Writing Assessment
Solicitation number: ED-NAG-16-R-0003
Issued by: Department of Education National Assessment Governing Board

About this file

From the source

Attachment E Sample Budget Submission and Invoicing Formats

View the file

Other files

File	Type	Posted
Form_SF30_-_Amendment_0001-April_21_2016.pdf	PDF	Apr 21, 2016
Attachment_G_Past_Performance_Report.docx	DOCX document	Mar 31, 2016
Standard_Form_33.pdf	PDF	Mar 31, 2016
ED-NAG-16-R-0003_-_RFP_Attachments_A-H.pdf	PDF	Mar 31, 2016

On GovTribe

Work with this file

Download the original file
Contacts named in this file
Similar government files
Ask GovTribe AI about this file

Try for free Login

Text version

The file's text, extracted by GovTribe without its formatting.

Summary Cost Estimates

ED-NAG-16-R-0003: ATTACHMENT E: DEVELOPING ACHIEVEMENT LEVELS FOR THE 2017 NAEP GRADE 4 WRITING ASSESSMENT
Suggested format for business proposal submission*
DIRECT COSTS (Provide in business proposal supporting information for proposed labor costs and rates)	Labor Rates (Loaded: burdened)	Task 1 Kick-off meeting & Project Management		Tasks 2 & 3 Develop Planning & Design Documents		Tasks 4 & 5 Conduct Field Trial and Pilot Study		Task 6 Conduct ALS Meetings		Task 7: Validation Studies		Task 8: Conduct TACSS Meetings		Task 9: Attend Board and Other Meetings		Task 10 Prepare Final Reports		Total Budget
Direct Staff	Rate	Hours	Cost	Hours	Cost	Hours	Cost	Hours	Cost	Hours	Cost	Hours	Cost	Hours	Cost	Hours	Cost	Hours	Cost
Labor Category and Name	$ -	0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$0	- 0	$0
Labor Category and Name	$ -	0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$0	- 0	$0
Labor Category and Name	$ -	0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$0	- 0	$0
Labor Category and Name	$ -	0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$0	- 0	$0
Labor Category and Name	$ -	0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$0	- 0	$0
Labor Category and Name	$ -	0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$0	- 0	$0
Labor Category and Name	$ -	0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$0	- 0	$0
Labor Category and Name	$ -	0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$0	- 0	$0
Labor Category and Name	$ -	0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$0	- 0	$0
Labor Category and Name	$ -	0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$0	- 0	$0
Labor Category and Name	$ -	0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$0	- 0	$0
Labor Category and Name	$ -	0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$ -	- 0	$0	- 0	$0
TOTAL		- 0	- 0	- 0	- 0	- 0	- 0	- 0	- 0	- 0	- 0	- 0	- 0	- 0	- 0	- 0	- 0	- 0	$0

OTHER DIRECT COSTS**	Cost	Cost	Cost	Cost	Cost	Cost	Cost	Cost	Cost
Other Costs #1									$ -
Other Costs #2									$ -
Other Costs #3									$ -
Other Costs #4									$ -
Other Costs #5									$ -
Other Costs #6									$ -
Other Costs #7									$ -
Other Costs #8									$ -
Other Costs #9									$ -
Other Direct Costs Total	$ -	$ -	$ -	$ -	$ -	$ -	$ -	$ -	$ -
Labor and ODC Subtotal	$ -	$ -	$ -	$ -	$ -	$ -	$ -	$ -	$ -
Add corporate loading factors only if applicable
GRAND TOTAL	$ -	$ -	$ -	$ -	$ -	$ -	$ -	$ -	$ -
* This is only a suggested format, please double check formulas; you may use your own format as long as the information requested is provided
** Provide detailed cost assumptions for other direct costs by unit and cost in separate sheets for all meetings; see travel costs sheet

Travel Costs Sample Task XX: Meeting #1 (Sample budget submission details; per meeting)

Travel Costs
Meeting #1	Travel Dates	Departure City	Meeting City	Air/Train	Mileage (.55 per mile)	Parking	Lodging (DC) - 2 nights	Per Diem*	Estimated Total Travel Costs
Panelists	TBD	Denver, CO	Washington DC	$ 820.00	$ 27.50	$ 40.00	$ 368.00	$ 142.00	$ 1,397.50
Experts	Add	San Francisco, CA	Washington DC	$ 900.00	$ 27.50	$ 40.00	$ 368.00	$ 142.00	$ 1,477.50
Subcontractors	Add	Trenton, NJ	Washington DC	$ 200.00	$ 27.50	$ 40.00	$ 368.00	$ 142.00	$ 777.50
CONTRACTOR STAFF							$ 368.00	$ 142.00	$ 510.00
Project Director	Add	Milwaukee, WI	Washington DC	$ 700.00	$ 27.50	$ 40.00	$ 368.00	$ 142.00	$ 1,277.50
Staff 2	Add	Milwaukee, WI	Washington DC	$ 700.00	$ 27.50	$ 40.00	$ 368.00	$ 142.00	$ 1,277.50
Staff 3	Add	Milwaukee, WI	Washington DC	$ 700.00	$ 27.50	$ 40.00	$ 368.00	$ 142.00	$ 1,277.50

TOTAL	$ 4,020.00	$ 165.00	$ 240.00	$ 2,576.00	$ 994.00	$ 7,995.00
* Per Diem Rates: see http://gsa.gov/portal/content/104877?utm_source=OCM&utm_medium=print-radio&utm_term=HP_01_Requested_perdiem&utm_campaign=shortcuts
* Subtract group meals provided at per diem rates: http://gsa.gov/portal/content/101518; per diem rates for travel dates are calculated at as 3/4 of the day
Meeting and Other Direct Costs

MEETING #1 ODCS (SAMPLE ONLY)	Quantity	Unit Cost	Total Cost
Panelists Honorarium (Example only)	10	$ 300.00	$ 3,000.00
Communications
Overnight delivery	2	$ 90.00	$ 180.00
Meeting Onsite Costs
Room rental	1	$ 500.00	$ 500.00
Signs	2	$ 150.00	$ 300.00
Audiovisual Costs
Screen	1	$ 60.00	$ 60.00
Data Projector	1	$ 475.00	$ 475.00
Flip chart	1	$ 25.00	$ 25.00
Microphones	2	$ 35.00	$ 70.00
Internet	2	$ 10.00	$ 20.00
Reproduction Costs
Copies	200	$ 0.10	$ 20.00
TOTAL OTHER DIRECT COSTS			$ 4,650.00

GRAND TOTAL $ 12,645.00

IG - Meeting Report

NATIONAL ASSESSMENT GOVERNING BOARD SPONSORED MEETING EXPENSES

Contract #:

Meeting Purpose:

Meeting Date:

Meeting Location:

(Attach facility contract and summarize expenses by reporting category)

Audio-Visual/Technology (e.g., microphones, projectors, laptops)
Internet Technology (e.g., webinars, live streaming/video)
Non Federal Travel
Federal Travel
Meeting Room Rental
Speaker Fees/Honoraria
Food and Beverage
Promotional items (e.g., conference bags, cups/mugs, key chains)
Contractor Labor Costs
Contractor Travel Costs
Other Expenses (Business Center)
TOTAL	$ -

Estimate the number of each of the following types of participants (exclude contractor staff who provide logistical support to the conference)

Non-Federal attendees:
Federal attendees (excluding ED Staff)
ED Attendees
ED Attendees
Total Attendees:	0

Invoice Summary Page - contract

SUMMARY INVOICE:

BILLING DATE:

RFP Number ED-NAG-16-C-XXXX; Contract #:

Period of Performance:

Billing Period:

Direct Labor: $

Other Direct Costs: $

An electronic invoice need to be submitted to: nagbinvoicing@ed.gov

Copies: TBD

National Assessment Governing Board

800 North Capitol Street NW, Suite 825

Washington, DC 20002-4233

	Contract	Current	Prior	Cumulative	Contract	% of Budget
LABOR COSTS	Budget	Expenses	Expenses	Expenses	Balance	Expended
(Add and rename/number for ten tasks as proposed in response)
Task 1: Project Management	$ -	$ -	$ -	$ -	$ -	ERROR:#DIV/0!
Task 2: Planning Document	$ -	$ -	$ -	$ -	$ -	ERROR:#DIV/0!
Task 3: Design Document	$ -	$ -	$ -	$ -	$ -	ERROR:#DIV/0!
Task 4: Conduct Field Trial	$ -	$ -	$ -	$ -	$ -	ERROR:#DIV/0!

LABOR COSTS $ - $ - $ - $ - $ - ERROR:#DIV/0!

	Contract	Current	Prior	Cumulative	Contract	% of Budget
OTHER DIRECT COSTS	Budget	Expenses	Expenses	Expenses	Balance	Expended

Task 1: Project Management	$ -	$ -	$ -	$ -	$ -	ERROR:#DIV/0!
Task 2: Planning Document	$ -	$ -	$ -	$ -	$ -	ERROR:#DIV/0!
Task 3: Design Document	$ -	$ -	$ -	$ -	$ -	ERROR:#DIV/0!
Task 4: Conduct Field Trial	$ -	$ -	$ -	$ -	$ -	ERROR:#DIV/0!

OTHER DIRECTCOSTS $ - $ - $ - $ - $ - ERROR:#DIV/0!

LABOR COSTS	$ -	$ -	$ -	$ -	$ -	ERROR:#DIV/0!
OTHER DIRECT COSTS	$ -	$ -	$ -	$ -	$ -	ERROR:#DIV/0!
OTHER FACTORS AS APPLICABLE						ERROR:#DIV/0!
GRAND TOTAL	$ -	$ -	$ -	$ -	$ -	ERROR:#DIV/0!

File details come from the government source that posted it. Updated Nov 14, 2017.