HomeMy WebLinkAbout15- Open Window Cost Schedule- Strat Plan RFPOpen Window Consulting Proposal COST SCHEDULE 2015 Strategic Plan RFP
[1]
Schedule of Costs
Open Window Consulting, LLC, proposes to provide the services requested by the City of Bozeman in its “2015
Strategic Plan RFP” for the total fixed fee of $120,792.00.
Table 1, Schedule of costs, takes the information from the Proposed Work Plan and provides a summary of each
major task in the first column; the estimated completion date (relative to award date) in the second column; and
the costs of labor (fully loaded rates) and other items for each major task in the third column.
We note that, since we are a Bozeman company, we propose no charge for onsite visits, trip costs, or video
conference calls. Further, we do not anticipate any cost for purchasing data. All other costs including planning
services, supplies, community input, data gathering and analysis, and other costs associated with the strategic
planning process are described and included in table 1. Other direct costs (ODCs) include dedicated website,
survey software (SurveyMonkey), venues for meetings, advertising, and printing and materials (above and beyond
regular office materials; includes workshop posters).
Table 1 Schedule of costs
Major tasks (taken from the Proposed Work
Plan)
Completion
estimate:
Costs for tasks
Contract execution
Date of Award
(DOA) N/A
Kick-off DOA + 2 days (included in next item)
Project initiation (kick-off prep, draft surveys, set
up SurveyMonkey, create website, collect info,
draft media advisories, reserve venues; ODCs:
advertising, website, survey software, venues) DOA + 14 days
$6,832 labor
$965 other direct costs (ODCs)
Vision (manage survey, prepare and run open
house, analyze survey and open house results,
draft #2 surveys, public word clouds and survey 2,
prepare for and host stakeholder workshop,
analyze workshop results, prepare for and host
public workshop, combine workshop results and
produce discussion doc, prepare and host City
Vision Session, create vision statement and
publish; ODCs: advertising, posters, venues) DOA + 70 days
$25,620 labor
$1,020 ODCs
Strategic analysis (collect data and information,
analysis, write discussion, create final analysis,
public graphic, and publish; ODCs: poster) DOA + 84 days
$18,056 labor
$200 ODCs
Open Window Consulting Proposal COST SCHEDULE 2015 Strategic Plan RFP
[2]
Major tasks (taken from the Proposed Work
Plan)
Completion
estimate:
Costs for tasks
Strategic plan (goals: produce goal discussion doc,
prepare for and host goal session 1, prepare for
and host session2, including mission, create draft
goals and publish, report on public comment and
finalize goals; objectives: city meetings and
objectives discussion doc, prepare for and host
objectives session 1, prepare for and host
objectives session 2, create draft objectives and
publish, report on public comment and finalize
objectives; prioritization: draft prioritization
mechanism and discussion doc, collect comments
and finalize prioritization mechanism; ODCs:
venues, posters) DOA + 151 days
$33,672 labor
$670 ODCs
Implementation plan (assign responsibilities,
collaboration framework, align city plans; metrics
for goals and objectives, including data needs;
budget and staffing alignment frameworks;
dashboard(s) and communications plans,
including resources; update schedule,
adaptive/feedback mechanisms; ODCs: poster) DOA + 188 days
$28,792 labor
$85 ODCs
Final deliverable (prepare and publish final
deliverable, tie-up loose ends, prepare follow-up) DOA + 195 days $4,880 labor
Total fixed price for completing services and
deliverables
$120,792.00
Open Window Consulting Proposal COST SCHEDULE 2015 Strategic Plan RFP
[3]
Proposed payment schedule
Progress on the project is expected to be linear throughout the contract. Open Window Consulting proposes the
following schedule of payments (see Table 2), which reflects our estimates of linear project progress. Payment is
proposed to be net 30 days following last day of respective month.
Table 2 Proposed payment schedule
Schedule of payments Milestones and deliverables during month Proposed Payment
January 2016
Contract execution Kick-off meeting/call
Draft initial surveys
Create strategic plan website $18,000
February 2016
Vision:
Surveys
Open house
Word clouds
Stakeholder workshop
City Vision Session
Create vision statement $18,000
March 2016
Continuation from February
Strategic analysis
Initiate strategic plan work $18,000
April 2016
Strategic plan
Goal sessions 1 & 2
Finalize goals
Objective sessions 1& 2
Draft objectives document
Draft and finalize prioritization mechanism $18,000
May 2016
Continuation from April
Begin implementation plan $18,000
June 2016 Implementation plan $18,000
July 2016 Finalize strategic plan $12,792
Total fixed price for
completing services and
deliverables
$120,792.00