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OCR for page 127
D SERP Los! Plo jenliolis:
R Suenatio for The Proof
of-Lolluep! Period
n order to facilitate discussion, the committee believes
it is important to provide very rough, ball-park fig-
ures for the cost of a SERP start-up. The problem, of
course, is that the pace of start-up the number of
initial research and development initiatives, the number of ini-
tial field sites, and the growth rate for each organizational activ-
ity will be determined by the available resources, the rate at
which quality personnel can be recruited, and by critical deci-
sions made by the early management team. This, then, should
be viewed as no more than a single scenario for cost projections
under a set of assumptions that may differ in any number of
respects from those that characterize an actual SERP launch.
The assumptions are clearly specified so that a reader can judge
the general impact of alternative assumptions.
The cost estimates were developed by a consultant under
parameters provided by the committee with regard to costs for
personnel with the expertise and training required for the SERP
program, and for data collection and other aspects of research.
Rates for fringe benefits, overhead, and general and administra-
tive costs (G&A) were assumed for purposes of estimation, but
the actual costs in this category will depend on the institutional
setting in which the SERP enterprise is launched.
Not included in these estimates is the cost of an initial two-
year "launch" period, during which an effort to build support
for the enterprise and to recruit key personnel would be under-
taken. Year one costs, then, are estimates for the first year of a
functioning research and development enterprise, but the third
year into SERP launch (see Table B.1~.
A P P E N D I X B
-
127
OCR for page 128
PRICING AND FREQUENCY ASSUMPTIONS
YEARS ~ - 7
Core Staffing
Load factors
Fringe benefits:
Overhead:
26% of salaries
30% of salaries & fringes
General & administrative: 19% of all costs
For example: The full load on a S100,000 salary would be computed as follows:
[(S100,000 ~ 0.26) ~ 1.30] ~ 1.19 =
(S126~000 ~ 1.63) ~ 1.19 =
S163,800 ~ 1.19 = S194,922
Therefore, the full Toad factor is 1.949 (S194,922/S100,000)
Base Salaries Senior Professional Staff Core
Assumption A: Director's salary is set at S300~000 in Year 1, plus 2 senior adminis-
trative persons at S60,000 each.
Assumption B: 2 deputies' salaries are set at S150,000 each in Year 1, plus 1 senior
administrative person per deputy at S60,000 each.
Assumption C: Senior planning officer, senior communications officer, and senior
development officer salaries are set at S150,000 each in Year 1, plus
1 senior administrative person per officer at S60~000 each
Assumption D: 12 senior program officers (expert researchers and practitioners)
and 2 web site design specialists salaries are set at S128~700 in Year
1, plus 1 administrative support person per program officer and
design specialist at S50,000 each for ~ positions and S40,000 each
for the other 6 positions.
Assumption E: 2 professional staff a financial officer and a grants manager. The
financial officer is needed for the full term of Year 1; the grants
manager will come on halfway through Year 1. Salaries for both
positions are set at S100,000 in Year 1, plus 1 administrative sup-
port person for each of the positions at S30,000 each.
The full-Ioad factor of 1.949 is applied to these base salaries to project costs of each fully
loaded core staff person (director, deputies, senior planning officer, senior communi-
cations officer, senior development officer, senior program officers, design specialists,
]28
STRATEGIC EDUCATION RESEARCH PARTNERSHIP
OCR for page 129
finance officer, and grants manager). For example, the fully loaded costs for each of the
following positions for Year 1 would be:
Director's base salary:
2 senior administrative persons' base salary:
Total base salaries:
Applying full Toad factor (1.949 ~ total base)
Deputy's base salary
1 senior administrative person's salary
Total base salaries:
Applying full load factor (1.949 ~ total base)
Planning officer's base salary
1 senior administrative person's salary
Total base salaries:
Applying full load factor (1.949 ~ total base)
Senior program officer's base salary:
Administrative support person base salary:
Total base salaries:
Applying full Toad factor (1.949 ~ total base)
Finance officer's base salary:
1 administrative support person's salary:
Total base salaries:
Applying full load factor (1.949 ~ total base)
Staffing Numbers
S300,000
120,000
420,000
S818,580
S150,000
60,000
210,000
S409,290
S150,000
60,000
210,000
S409,290
S128,700
45,715
173,700
S338,541
S100,000
30,000
130,000
S253,370
In the years subsequent to Year 1, there will be the following additions to the core
staff:
As each network comes on line (e.g., learning and instruction in Year 2 and schools
as organizations in Year 3), 2 fully loaded core program staff are added.
For each additional 3 projects in a Network, an additional 2 fully loaded core
program staff also are added.
In Year 3, there are added 1 additional administrative support person to each of the
financial officer and grants manager positions (i.e., 2 administrative support persons
for each in Year 3~. In Year 4, there is added another additional administrative support
person to the grants manager position (for a total of 3 administrative support persons
for the grants manager in Year 4~. In Year 5, there is added another additional adminis-
~ 545,715 is the mean, i.e., 8 ~ 550,000 and 6 ~ 540,000.
A P P E N D I X B
129
OCR for page 130
trative support person to the financial officer position (for a total of 3 administrative
support persons for both the grants manager and financial officer in Year 5 and
subsequent years).
Annual Salary Increases
A 5% factor has been used to increase base salaries in Year 2, and a 5% factor to
increase base salaries from Year 2 to Year 3, and the same 5% factor for subsequent
years.
Honoraria for Advisory Board Members
No honoraria are included for members of the governing board. For the members
of the advisory boards, an honorarium of S500 per day is assumed; a total of S120,000
in Year 1. A 5% factor has been used to increase honoraria in Year 2 and in subsequent
years through Year 7.
Network Staffing
Start Year
Year 2 is the start year. There is no network staffing projected for Year 1.
Load Factors
The load factors applied to network staff positions (researchers, master teachers,
senior fellows, junior fellows) are as follows:
Fringe benefits:
Offsite overhead:
General & administration:
26% of salaries
30°/O of salaries & fringes
19% of all costs
Resulting is a load factor of 1.949
The load factors applied to field site teachers are:
Fringe benefits:
Pass through:
General & administration:
The resulting load factor is 1.54.
'30
26% of salaries
3o/o
19% of all costs
STRATEGIC EDUCATION RESEARCH PARTNERSHIP
OCR for page 131
Base Salaries
The following base salaries for Year 2 are used:
Researcher:
Master teacher:
Senior fellow:
Junior fellow:
Field site teachers:
Annual Salary Increases
S125,000
100,000
100,000
75,000
42,000 (60% of S70,000)
A 5% factor has been used to increase base salaries in Year 3, and a 5% factor to
increase base salaries from Year 3 to Year 4, and the same 5% factor for Year 5.
Teacher Training Stipends
Teacher training stipends for teachers receiving training and/or involved in train-
ing are set at S125 per day with no Toad. For example, in Year 2 the assumption is that
summer training courses for teachers will involve 25 teachers for 15 days at S125 per
day. Thus, the full stipend cost for this example would be:
(S125 ~ 15 days) ~ 25 teachers =
S1~875 ~ 25 = S46~875
The 5% inflation factor also has been applied to the stipends.
Travel
Professional Staff Core and Network
Four types of travel trips are used: (1) three-day trip, (2) two-day trip, (3) one-day
trip, and (4) three-day weekend trip. In the latter case, the costs of the three-day
weekend trip are estimated to be appreciably Tower than the regular three-day trip (1)
because of a reduction in rates for "stay-over Saturday night" airfares and, to a lesser
extent, reductions in hotel/mote! rates. The costs included are air and/or ground
travel, lodging, and meals. The estimated costs of each type of trip are as follows:
Three-day trip:
Two-day trip:
One-day trip:
Three-day weekend trip:
A P P E N D I X B
S1,250
1,100
850
900
'3'
OCR for page 132
Teachers Professional Development
The majority of travel costs for professional development will be limited to mileage
reimbursement for one-way travel in excess of 10 miles; reimbursement will be at the
federal rate of 34.5 cents/mile. In instances in which one-way travel exceeds 50 miles,
the estimates identified above are used.
Governing Board and Advisory Boards
The Professional Staff Core and Network cost assumptions for travel have been
used for travel of members of the governing board and advisory boards, namely:
Four types of travel trips are used: (1) three-day trip, (2) two-day trip, (3) one-day
trip, and (4) three-day weekend trip. In the latter case, the costs of the three-day
weekend trip are estimated to be appreciably lower than the regular three-day trip (1)
because of a reduction in rates for "stay-over Saturday night" airfares and, to a lesser
extent, reductions in hotel/mote! rates. The costs included are air and/or ground
travel, lodging, and meals. The estimated costs of each type of trip are as follows:
Three-day trip:
Two-day trip:
One-day trip:
S1,250
1,100
850
Three-day weekend trip: 900
The assumptions are that the governing board will be comprised of 20 members,
will meet three times a year, the meetings will be a full two days each during the week
and thus require three-day trips. In addition, there may be need for one one-day
meeting and thus require one additional two-day trip.
The assumptions are that each of the advisory boards will be comprised of 10
members, will meet three times a year, and the meetings will be one day during the
week and thus require two-day trips. In addition, each advisory board may have need
for an additional three one-day meetings and thus require an additional three two-day
trips.
Annual Inflation Factor
A 5°/O annual inflation factor has been applied to travel costs from Year 1 to Year 2,
and so on through Year 7.
Database Systems
The amount of S10 million is included in core operations in Year 1 to address the
technical, logistical, and legal issues of setting up databases in participating states/
school systems to be used by networks for their research. This amount has been
increased annually by a 5°/O inflation factor.
'32
STRATEGIC EDUCATION RESEARCH PARTNERSHIP
OCR for page 133
Web-Basec' Communications
The amount of S250,000 has been included in core operations in Year 1 to support
the development of a web-based communication system. This amount has been in-
creased annually by a factor of 1.25 through Year 7.
Contracts Network Operations
It is likely that there may be need for contracted services for competitively bid
research and development contractors, technical assistance groups, technology con-
tractors, and additional studies.
Consequently, and quite arbitrarily, the fixed amount of S300,000 has been in-
cluded in Year 2, and through Year 7 with a 5°/O annual inflator, for each research
project under way in each of the networks operating in those years.
In addition, S14,000/year for office rental space has been included for each of the
field-based projects. The initial office rental space figure for a specific network field-
based project is set at the year the project comes online at S14,000, adjusted for 5°/O
annual inflation from Year 1.
C o n s u ~ ta n ts
There may be need for professional and consultant services by persons who are
members of a particular profession or who possess a special skill, including regularly
engaged classroom teachers and other local district and school practitioners (as sepa-
rate from teachers receiving training and/or otherwise involved in training sessions;
these would receive stipends in keeping with the assumptions set forth in network
staffing under Teacher Professional Development Stipends).
Consequently, the fixed amount of S50,000 has been included in Year 2, and
through Year 7 with a 5°/O annual inflator, for each research project under way in each
of the networks operating in those years.
Other Relatec! Costs
All other related costs including legal and auditing, equipment, postage, publica-
tions/printing, and the like are assumed to be covered by the 30°/O overhead and 19%
general and administrative Toads.
A P P E N D I X B
133
OCR for page 134
NETWORK PROGRAM ASSUMPTIONS
YEARS ~ - 7
Incliviclual Pro ject Costs
There are two separate fixed amounts, adjusted annually for 5°/O inflation, for the
costs of each of 10 projects. One cost is for a regular project. The other cost is for a field-
based project.
The amount, unadjusted in Year 2 (the start year for network activity), for a regular
project is S7,073,571 and is shown in Table B.2. The amount, unadjusted in Year 2 (the
Start Year for Network activity), for a field-based project is S9,593,571. This number
reflects the costs shown in Table B-2 plus additional costs, shown in Table B.3. In
summary:
Total for regular:
Total for the field-based add-on:
Total Cost for Field-Based: $9,593,571
S7,073,571
$2,520,000
One assumption underlying the projected amounts of S7,073,571 and S9,593,571 is
that each project, whether regular or field-based, will require the same or similar
staffing and travel as do the initial regular and field-based projects in the Learning and
Instruction Network in Year 2 (the start year for the networks). The S7,073,571 and
S9,593,571 numbers are judgment-based estimates; still, they would appear to be
reasonable beginnings for projecting costs of the network projects, both regular and
field-based. These amounts in reality, of course, will vary considerably some higher,
some lower.
PHASING OF NETWORKS AND NETWORK PROJECTS
The assumption for the seven-year proof-of-concept period is that two networks
will be operating. By Year 7, the first and second networks will have 10 projects under
way 5 field-based and 5 regular. The first network in operation is Learning and
Instruction. The second network is schools as organizations.
Table B.1 presents the year each network (2) and each network project is phased in.
The field-based projects are identified with an asterisk. For example, Project 1 in the
Learning and Instruction Network, a field-based project, begins in Year 2 and runs
through Year 7. Project 3 in the schools as organizations network, a field-based project,
begins in Year 6 and runs through Year 7, and so on. Just as the fixed amount, adjusted
annually for 5°/O inflation, for the costs of each of the network projects is for illustrative
purposes, so is the phasing-in scheme used for networks and network projects.
]34
STRATEGIC EDUCATION RESEARCH PARTNERSHIP
OCR for page 135
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OCR for page 136
TABLE B.2 Individual Project Costs
L & I Network
Position Base Number Load factor Fully loaded cost
Regular
Researchers $ 125,000 8 1.949 $ 1,949,000
Admin support $45,000 4 1.949 $701,640
Master teachers $ 100,000 2 1.949 $389,800
Admin support $45,000 1 1.949 $87,705
Senior fellows $ 100,000 8 1.949 $ 1,559,200
Junior fellows $75,000 8 1.949 $ I, 169,400
Admin support $45,000 2 1.949 $701,640 $6,558,385
Contracts
Basic $300~00o $300~00o
Consultants $50,000 $50,000
Travel Network Staff
Position Cost Number Total
Researcher
Three-day $ I ,313 8 $ 10,504
Two-day $ 1,155 40 $46,200
One-day $893 16 $ 14,288
Three-day weekend $945 8 $7,560
Master teacher
Three-day
Two-day
One-day $893
Three-day weekend $945
Senior fellow
Three-day
Two-day
One-day $893
Three-day weekend $945
$ 1,313 2 $2,626
$1,155 10 $11,550
$3,572
$ 1.890
$ 1,313
$1,155
2 $2,626
22 $25,410
$3,572
$ 1.890
Junior fellow
Three-day $ 1,313 2 $2,626
Two-day $1,155 22 $25,410
One-day $893 4 $3,572
Three-day weekend $945 2 $ 1,890
$78,552
$ 19,638
$33,498
Field site leaders
Two-day $1,155 16 $18,480
$51,978
Total $7,073,571
136
STRATEGIC EDUCATION RESEARCH PARTNERSHIP
OCR for page 137
TABLE B.3 Additional Costs for a Field-Based Project
Add-on for field-based
Field site administrator $ 125,000 1 1.949 $243,625
Admin support $50,000 1 1.949 $97,450
Teacher coordinator $60,000 0.5 1.949 $58,470
Field site teachers $42,000 30 1.54 $ I ,940,400
Stipends for teachers in summer training $ 1,875 25 0 $46,875
Travel
Field-site leaders
Two-day
Contracts
Field-based data systems
Space rental field-based
Total add-on
A P P E N D I X B
$1,155 16
$2,386,820
$ 18,480
$ 1 00,000
$ 14,700
$ 18,480
$114,700
$2,520,000
137
Representative terms from entire chapter:
administrative support
