125
Contents
Appendix 5.1 Cost Estimate 126
Appendix 5.2 Cost Estimate—Summary 127
Appendix 5.3 Cost Estimate—Staff Remuneration 128 Appendix 5.4 Cost Estimate—Reimbursables 129 Appendix 5.5 Cost Estimate—Office Costs 130
Appendix 5.6 Cost Estimate—Office Furniture and Equipment 131
Appendix 5.1 Cost Estimate
[Country]
[Assignment]
1. The following cost estimate is presented in a generic form: it can be used for most assignments that include a team of experts (nationals or foreigners, or both) working in the Borrower’s, the consultant’s, or any other country on a long-term or short-term assignment. The consultant is incurring office expenses in the Borrower’s country.
2. Should the assignment include surveys (as may be the case in most sectors such as health, education, rural development, and privatization), their cost would need to be assessed separately. (The templates in this appendix do not provide guidance to cost these surveys.)
3. To establish a cost estimate, costs are normally estimated using unit rates (staff remuneration rates, reim-bursable expenses) and quantities; exceptionally, some items may be estimated on a lump-sum basis. The method used to establish the cost estimate bears no relation to the type of contract that will be used and the method of remuneration of the consultant (time-based or lump-sum remuneration).
4. The consultant may be a firm or an association. The firm may have subcontracted part of the services. In both situations, the cost estimate does not provide information on the split of work between the association members or between the prime and subconsultants.
5. Costs are estimated in the currency in which they are incurred (that is, in the national currency [currency of the Borrower’s country]) and in up to three foreign currencies, as permitted under the Consultant Guidelines. The use of different currencies is frequent in assignments that involve associations among consultants of different nationalities.
6. Price contingencies need to be included in the costs to reflect the impact (if significant) of the rate(s) of inflation in the countries in which the assignment takes place. This may be the case because inflation is (or is expected to be) high (say, above 5 percent per annum) or because of the duration of the assignment (say, beyond 18 months). Physical contingencies should also be included to cover uncertainties about the quan-tities listed in the technical proposal.
7. Assignment costs must be estimated net of local, indirect taxes; nevertheless, for budgeting purposes, the Borrower should also make adequate provision for the tax amount payable under the contract.
126 COST ESTIMATE FORMS Appendix 5
COST ESTIMATE FORMS 127
Appendix 5
1. A proposal can be expressed in a maximum of three foreign currencies.
2. Per diem (short-term consultants) and housing.
3. Purchase, translation, editing, printing.
Appendix 5.2 Cost Estimate—Summary
[Country]
[Assignment]
Local currency Foreign currency(ies)1
LC FC1 FC2 FC3
1. Staff remuneration Key staff Other staff
Subtotal 1 2. Reimbursables
Transportation Air
Ground
Staff accommodation2 Office
Rent
Furniture/equipment Supplies, utilities Reports, documents3
Subtotal 2 3. Surveys
(a) (b)
Subtotal 3 4. Miscellaneous
Subtotal 4 Total
128COST ESTIMATE FORMS Appendix 5
1. Includes national and foreign staff.
2. Rate per unit of remuneration (hour, day, or month); expressed in local currency (LC) or a maximum of three foreign currencies (FC), or both; rate increases (if any) over the years to be detailed separately.
3. SM: staff × unit of remuneration (for example, month).
4. Key staff (that is, professional staff [engineers, economists]).
5. For example, bilingual secretary, typist, office assistant.
Appendix 5.3 Cost Estimate—Staff Remuneration
1[Country]
[Assignment]
Remuneration Rate2 Year 1 Year 2 Year 3 Year 4 Total
Position Name LC FC1 FC2 FC3 SM3 Amount SM3 Amount SM3 Amount SM3 Amount LC FC1 FC2 FC3
1. Key staff4
1.1 …….………. ……….
1.2 ……….……. ……….
1.3 ……….……. ……….
Subtotal 1
2. Other staff5
2.1 …….………. ……….
2.2 ….…………. ……….
2.3 …….………. ……….
Subtotal 2 Total
COST ESTIMATE FORMS 129
Appendix 5
1. N × Airfare N: number of round trips home/duty station/home for mobilization, holidays, operations, demobilization.
for staff and their eligible dependents N. _______ [Itinerary]
Airfares: usually in economy class A: _______ [Itinerary]
2. Kg × U For excess and unaccompanied luggage.
kg: as provided by the consultant to its staff kg: _______ [Country]
U: unit cost as per airline tariff U: _______ [Country]
3. Us To/from airport in the Borrower’s, the consultant’s, or a third country, for mobilization, operations, holidays, demobilization.
Us: unit cost Us: _______ [Country]
4. km × U Cost to include amortization/rental, driver, operation, maintenance, repairs, insurance.
km: estimated mileage during assignment km _______ [Car]
U: unit cost per km U: _______ [Car]
5. n × u n: number of motorcycles to be purchased n: _______
u: unit cost, including purchase, operation, maintenance, repairs, insurance u: _______
6. S S: amount of allowance granted by the firm to its staff S: _______
7. H H: amount of allowance granted by the firm to its staff H: _______
8. Lump-sum Travel documents, visas, health certificates, work permits L: _______
Appendix 5.4 Cost Estimate—Reimbursables
[Country]
[Assignment]
Reimbursables LC FC1 FC2 FC3
1. Air transportation
• Tickets1
• Luggage2
2. Ground transportation
• Mobilization/demobilization, holidays3
• Operational:
Vehicles4 Motorcycles5 3. Relocation/storage6 4. Temporary housing7 5. Miscellaneous8 Total
130 COST ESTIMATE FORMS Appendix 5
1. Costs to include contingencies (if any), as detailed separately.
2. Including utilities, maintenance, cleaning, repairs.
(n × m) n: cost per month; m: number of months n: _________; m: _________
3. Estimated on a monthly basis.
(su × m) su: cost per month; m: number of months su: _________; m: _________
4. Estimated on a monthly basis.
(c × m) c: cost per month; m: number of months c: _________; m: _________
5. Telephone, fax, estimated on a monthly basis
(t × m) t: cost per month; m: number of months t: _________; m: _________
6. See attached indicative list.
Appendix 5.5 Cost Estimate—Office Costs
1[Country]
[Assignment]
LC FC1 FC2 FC3
Rent2 Supplies3
Computer operation costs4 Communications5
Equipment, furniture6 Total
COST ESTIMATE FORMS 131
Appendix 5
Appendix 5.6 Cost Estimate—Office Furniture and Equipment
[Country]
[Assignment]
Rate Amount
No. Description Unit Quantity (LC) (LC)
Office furniture (purchase)
1 Large desks and chairs Set
2 Medium desks and chairs Set
3 Assistant desks and chairs Set
4 Double-door cupboard Unit
5 Plan filing cabinet Unit
6 Filing cabinet Unit
7 Desk lamps Unit
8 Meeting table with 12 chairs Set
9 White board Unit
10 Sofa set Set
Office equipment (purchase)
1 Photocopying machine Unit
2 Blueprint machine Unit
3 Computer Set
4 Facsimile (fax) machine Unit
5 Ring binding machine Unit
6 Large stapler Unit
7 Safe Unit
8 Drafting board, chairs, and so forth Set
9 Video multisystem Set
10 Camera SLR Unit
Total
Contents
Appendix 6.1 Consulting Services 134 A P P E N D I X