Fillable Printable Cost Benefit Analysis Template
Fillable Printable Cost Benefit Analysis Template
Cost Benefit Analysis Template
Wisconsin Department of Administration State Bureau of Procurement
Division of Enterprise Operations
101 East Wilson Street, 6th Fl
DOA-3821b (R 09/2007)
Post Office Box 7867
.
s. 16.705(2), Wis Stats Madison, WI 53707-7867
Fax (608) 267-0600
Cost Benefit Analysis Financial Information
Please see line by line instructions at:
Department: Date: Agency Tracking Number
Contact: Phone Number:
Project/Program Title
Part One - State Employee Costs
Hourly Pay
$0
$0
$0
$0
$0
$0
$0 $0 $0 $0 $0
http://vendornet.state.wi.us/vendornet/doaforms/CBAInstructions.doc
To request Cost Benefit Analysis approval, please complete DOA-3821a CBA Project Summary (Word) and DOA-3821b CBA Financial Information (Excel).
Route the documents for approval within your agency as defined by your agency policy. Submit approved documents to the State Bureau of Procurement
at: DOA[email protected] and appropriate Union Representatives.
Only enter information in the areas shaded yellow. Please do not alter formulas in blue cells. If more room is needed for any line number, insert new rows
in the middle of the shaded area so the formulas are still valid. The Cost Benefit Analysis Summary at the end is populated with the totals from each of the
sections below.
Line 1. Part A: Identify all permanent state staff needed to carry out the function described in this CBA. SEE INSTRUCTIONS FOR DETAILED GUIDANCE.
Job Classifications from OSER - Permanent
positions
Number of
Staff Needed Annual Hours
Total
Year 1
Total
Year 2
Total
Year 3
Total
Year 4
Total
Year 5
Sub-total State Employee Wage and Salary Costs for Line 1 Part A Permanent
positions
Hourly Pay
$0
$0
$0
$0
$0
$0
$0 $0 $0 $0 $0
$0 $0 $0 $0 $0
Line 1. Part B: Identify all limited term staff needed to carry out the function described in this CBA. SEE INSTRUCTIONS FOR DETAILED GUIDANCE.
Job Classifications from OSER-Limited Term
positions
Number of
Staff Needed Annual Hours
Total
Year 1
Total
Year 2
Total
Year 3
Total
Year 4
Total
Year 5
Sub-total State Employee Wage and Salary Costs for Line 1 Part B Limited Term
positions
Total State Employee Wage and Salary Costs for Line
1 Part A and Part B (Permanent & LTE)
Please describe your assumptions for the total
number of Permanent and LTE staff requested and
designated classifications. Also describe your
assumptions for any proposed annual increases.
Number of Leave
Hourly
Staff Factor Total Total Total Total Total
Pay
Needed Hours at 15% Year 1 Year 2 Year 3 Year 4 Year 5
$0.00 0
0 $0
$0.00 0
0 $0
$0.00 0
0 $0
$0.00 0
0 $0
$0.00 0
0 $0
$0.00 0
0 $0
Total State Employee Leave Adjustment Factor Costs for Line 1 Part A $0 $0 $0 $0 $0
Total Total Total Total Total
Year 1 Year 2 Year 3 Year 4 Year 5
Benefit Rate for Permanent positions
Benefit Rate for LTE positions
Benefit Amount for Permanent positions $0 $0 $0 $0 $0
Benefit Amount for LTE positions $0 $0 $0 $0 $0
Total Fringe Benefits Costs for Line 2 $0 $0 $0 $0 $0
Line 1. Part C: The Leave Adjustment Factor accounts for benefits that a state employee earns but does not use. A standard 15% was calculated by OSER based on
its survey of state agencies. SEE INSTRUCTIONS FOR DETAILED GUIDANCE.
Please describe your assumptions. Documentation is
only needed if you vary from the State average leave
factor.
Line 2. Fringe calculated at appropriate percentage of wages included in Line 1 Part A and Part B. Contact your budget office for the appropriate rate. SEE INSTRUCTIONS
FOR DETAILED GUIDANCE.
Total Total Total Total Total
Year 1 Year 2 Year 3 Year 4 Year 5
Total Individual Overhead Costs
$0 $0 $0 $0 $0
Total number of employees needed from Line 1 Part A and Line 1 Part B
Total Administrative Overhead Costs for line 3 $0 $0 $0 $0 $0
Please describe your assumptions.
Line 3. Annual State Employee Administrative Overhead Costs. SEE INSTRUCTIONS FOR DETAILED GUIDANCE.
Total Total Total Total Total
Year 1 Year 2 Year 3 Year 4 Year 5
Total Other Operating Costs for line 4
$0 $0 $0 $0 $0
Please describe your assumptions.
Line 4. Other Operating Costs. SEE INSTRUCTIONS FOR DETAILED GUIDANCE.
Line 5 is the Total State Employee Costs ( Automatic sum of lines 1 through 4) and is included on the summary page at the end.
Part Two - Contracting Costs
Hourly Pay
Annual Hours
$0
$0
$0
$0
$0
$0
$0
Total Contract Price for line 6
$0 $0 $0 $0 $0
Number
Hourly
of Staff Annual Total Total Total Total Total
Rate
requested Hours Year 1 Year 2 Year 3 Year 4 Year 5
Total Contract Monitoring for line 7
$0 $0 $0 $0 $0
Line 6. Contract Price: You must identify the cost of this contract in either a lump sum amount of by modeling the positions used when calculating the state employee costs. SEE
INSTRUCTIONS FOR DETAILED GUIDANCE.
Position description or
Project Description
Number
Requested
Total
Year 1
Total
Year 2
Total
Year 3
Total
Year 4
Total
Year 5
Please describe your assumptions for the total
number of staff requested and designated
classifications or the total contract cost.
Line 7. Contract Monitoring and Contract Creation Costs: These costs include all activities that take place from the time a decision is made by the program area to contract out until
the contract is fully executed and final payment is made. SEE INSTRUCTIONS FOR DETAILED GUIDANCE.
Please describe your assumptions for the total
number of positions requested and designated
classifications.
Total Total Total Total Total
Year 1 Year 2 Year 3 Year 4 Year 5
Total One-Time Conversion Costs for Line 8 $0 $0 $0 $0 $0
Please describe your assumptions.
Line 8. One time conversion/implementation cost. SEE INSTRUCTIONS FOR DETAILED GUIDANCE.
Line 9. This is the total of contracting costs (automatic sum of Part Two, Lines 6-8)
Part Three - Cost Benefit Analysis Summary
Department: Date: Agency Tracking Number
Contact: Phone number
Project/Program Title
State Employee Cost Compared to Contracting Out for Services Costs
Contract Length
State Employee Costs Year 1 Year 2 Year 3 Year 4 Year 5 Total
Line #
1.
Wage and Salary Costs $0 $0 $0 $0 $0 $0
2.
Fringe Benefits Costs $0 $0 $0 $0 $0 $0
3.
Administrative Overhead Costs $0 $0 $0 $0 $0 $0
4.
Other Operating Costs $0 $0 $0 $0 $0 $0
5.
Total State Employee Costs $0 $0 $0 $0 $0 $0
(Automatic Sum of Lines 1 through 4)
Contracting Costs
6.
Contract Price $0 $0 $0 $0 $0 $0
7.
Contract Monitoring $0 $0 $0 $0 $0 $0
8.
One-Time Conversion Costs $0 $0 $0 $0 $0 $0
9. Total Contract Costs $0 $0 $0 $0 $0 $0
(Automatic Sum of Lines 6 through 8)
Cost Analysis ( Automatic calculations )
10.
Average annual Savings/(Cost) #DIV/0!
11.
Average annual State Employee Costs #DIV/0!
12.
Average Annual Savings/Cost Percentage #DIV/0!
Do not alter information on this page. You should review each summary item to ensure that previously entered data is accurately represented.
SEE INSTRUCTIONS FOR DETAILED GUIDANCE.
