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M3 PLANNING, INC. dba ONSTRATEGY
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M3 PLANNING, INC. dba ONSTRATEGY
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Last modified
3/25/2020 11:33:31 AM
Creation date
3/18/2020 12:01:24 PM
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Contracts
Company Name
M3 PLANNING, INC. dba ONSTRATEGY
Contract #
N-2020-072
Agency
Finance & Management Services
Expiration Date
9/16/2200
Insurance Exp Date
12/1/2020
Destruction Year
2025
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Add,Ofth, RESPONSE TO RFP NO. 20-006 <br />T City of Santa Ana <br />Revised March 13, 2020 <br />COST PROPOSAL <br />PROJECT COST & ESTIMATED HOURS <br />Project fee includes pre -planning, teleconferences, facilitation, onsite and offsite consultation and deliverables as stated in <br />the proposal. <br />S-Year <br />Strategic Plan Facilitation & Design <br />Cost <br />n <br />Phase 1: Gain Insights (-102 hrs) <br />$17,850 <br />O <br />Phase 2: Design Strategy (-110 hrs) <br />$19,040 <br />n <br />Phase 3: Build the Plan (-52 hrs) <br />$9,000 <br />n <br />Travel expenses/supplies — 2 trips (as detailed below) <br />$4,110 <br />Total Estimate of Investment - USD <br />$50,000 <br />10% Contingency Fund (only if needed) <br />OnStrategy has included as part of the proposed total an OnStrategy 10% <br />$4,600 <br />contingency fund; it is for client -approved work that exceeds or is outside of the <br />original scope. See Terms for additional information. <br />HOURLY RATES <br />Names / Titles <br />Lorna Shepard, Senior Strategist <br />Tasks <br />Planning Lead <br />Hourly Rates <br />$200 <br />Erica Olsen, COO/Senior Strategist <br />Planning Support <br />$200 <br />Kim Perkins, Senior Strategist <br />Planning Support <br />$200 <br />Kamryn Mock, Strategist <br />Planning Support <br />$150 <br />PRODUCED 8V <br />OnStrategy 16 <br />
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