Angie (and Mary):
There isn't enough data so far to get a decent estimate.
Your number sounds about right for the assessment phase, based upon past
projects. Mary also asked for an estimate for development and
implementation assistance. Not to mention product costs. $100,000 total
for everything could be a possibility (includes more consultant time); more
if there is document management capability required.
I worry about getting 100K or even 30K from university management in these
hard times. Particularly when it is a guess.
A consultant could quote a worst case number, but most (including our firm)
would want more details so they can provide a more detailed itemized
estimate. There are ways that Mary might reasonably reduce the cost by
designing her program plan. Not enough data to know if any are feasible.
To my mind, the only way to get a decent number is with a lot more info.
Bernard Chester, CDIA+, ICP, EDP
Principal Consultant
IMERGE Consulting, Pacific Northwest Office
7683 SE 27 Street, #316
Mercer Island, WA, 98040
Office: 206-230-9253; Mobile: 206-979-7389
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf
Of Angie Fares
Sent: Monday, February 09, 2009 8:03 AM
To: [log in to unmask]
Subject: Re: [RM] Consultation estimate
Depending on the degree of complexity that you want, an assessment and
strategic plan generally takes four to six weeks with at least two to
three weeks being on site. I would budget roughly $36,000 to $40,000
for travel, labor, and reporting. I would insist on a deliverable
strategic plan, with descriptive planning for each step, with supporting
evidence of the recommendations. I would also insist on a breakdown of
what it would cost to hire out various parts of the plan if you do not
have the inhouse resources to get the steps done yourself.
Just a thought.
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Mary McKay
Sent: Thursday, February 05, 2009 1:55 PM
To: [log in to unmask]
Subject: Consultation estimate
Dear colleagues:
I am in the process of submitting an application/proposal to secure
funds to hire a certified Records Manager consultant to create a
University-wide records management program for a small, private, liberal
arts university located in the pacific northwest. As one does not
currently exist, I recognize that this process will require: analysis
(including interviews and records surveys); development and planning;
and finally implementation. I would estimate that my institution employs
about 600 people, has a student body of about 2500 (including
undergraduate and graduate) and consists of the College of Liberal Arts,
and three graduate programs.
I would really appreciate any "ball-park" numbers estimating the cost of
each of the individual phases (analysis, development, and
implementation) in order to provide a realistic budget to the
administration.
Thank you.
Best regards,
Mary
--
Mary McKay, CA
University Archivist
Mark O. Hatfield Library
Willamette University
900 State St.
Salem, OR 97301
phone: 503-370-6764
fax: 503-370-6141
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