{"id":198,"date":"2021-07-13T12:01:14","date_gmt":"2021-07-13T16:01:14","guid":{"rendered":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/?post_type=chapter&#038;p=198"},"modified":"2022-04-26T12:47:09","modified_gmt":"2022-04-26T16:47:09","slug":"developing-a-budget","status":"publish","type":"chapter","link":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/chapter\/developing-a-budget\/","title":{"raw":"Planning a Budget","rendered":"Planning a Budget"},"content":{"raw":"<a id=\"Budget\"><\/a>The project considerations and templates from <a href=\"https:\/\/pressbooks.bccampus.ca\/openubcpub\/chapter\/elements-of-a-project-plan\/\">Elements of a Project Plan<\/a> and <a style=\"text-align: initial;font-size: 1em\" href=\"https:\/\/pressbooks.bccampus.ca\/openubcpub\/chapter\/developing-a-project-timeline\/\">Developing a Project Timeline<\/a> should be completed before you can get a good sense of who you will need to budget for in the project and how much time you will need from them to complete their project tasks. Outlining your deliverables and milestones will give you a good sense of the ramp-up times where more hours may be needed or used by specific team members, while the project timeline will give you a sense of when the individuals would be hired into the project.\r\n<h2>Project Team<\/h2>\r\nOpen educational resources are free to use but not free to create. A lot of time and effort will go into creating an open text and some of that effort may require funding for the expertise and time of a project member. As discussed in <a href=\"https:\/\/pressbooks.bccampus.ca\/openubcpub\/chapter\/project-plan-open-ubc\/\">Identifying Your Project Team<\/a>, it's important to know who you need on your project team and when you may need to draw those individuals from outside of your immediate project. Additionally, the type of expertise will require different kinds of funding levels.\r\n<div class=\"textbox textbox--examples\"><header class=\"textbox__header\">\r\n<p class=\"textbox__title\">Example - UBC Project Team Copy Editing and Review Cost Estimates<\/p>\r\n\r\n<\/header>\r\n<div class=\"textbox__content\">\r\n\r\nCost estimates for copy editing support at UBC will vary depending on the type of expectation for the work. A staff member would cost $40.00-$56.00 per hour; a graduate student $25.00-$30.00 per hour, and an undergraduate student $17.00-$20.00 per hour.\r\n\r\nIf a project requires copy editing and peer review of an open text, the most appropriate addition to the team would be a graduate student. This should then have an estimated budget between $25.00-$30.00 per hour.\r\n\r\n<\/div>\r\n<\/div>\r\n<h3>Project Team Training<\/h3>\r\nUnderstanding the workflows, processes, and planning needed to develop an open text will make your project run smoothly; however, understanding all the steps to create an open text may require training for your project team. While the training is available as <a href=\"#in-kind\">in-kind support<\/a> to UBC faculty, staff, and students, the training time for your project team members should be included in your budget requests. Training needed for most open text creation projects include:\r\n<ul>\r\n \t<li>Finding, using, and adapting OER<\/li>\r\n \t<li>Copyright and open licensure<\/li>\r\n \t<li>Tracking attributions and terms of use and citation<\/li>\r\n \t<li>Sharing and making OER findable to internal and external communities<\/li>\r\n \t<li>Creating with Pressbooks<\/li>\r\n \t<li>Style, structure, and learning design for open texts<\/li>\r\n \t<li>Accessibility and inclusivity for OER<\/li>\r\n<\/ul>\r\nEach of these training sessions is approximately 1-1.5 hours each and may require additional consultation time. Make sure to plan your budget with training needs in mind.\r\n<div id=\"ac-25966\" class=\"c-accordion__content\">\r\n<h2>Open Text Construction<\/h2>\r\n<\/div>\r\nBuilding an open text inside of Pressbooks entails tasks that are more administrative rather than creative (i.e. writing the text). Many open text projects fail to add enough time to the construction phase of the project, causing difficulties when the written content is loaded and organized in Pressbooks. The following outlines the types of tasks you may need to budget for your open text construction.\r\n\r\nThe estimated time is based on the use of the templates and practices outlined in this guide. The estimated time is based on projects that have used the practices guides and templates in this guide. Without using the structured approach illustrated in this guide, the time estimates for the construction of your open text will increase.\r\n\r\n&nbsp;\r\n\r\n[caption id=\"attachment_310\" align=\"aligncenter\" width=\"1100\"]<img class=\"wp-image-310 size-full\" src=\"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-content\/uploads\/sites\/1426\/2021\/07\/OpenTextPub_TimeEstimates-e1628613436340.png\" alt=\"\" width=\"1100\" height=\"572\" \/> FIG 1 - Open Text Publishing Project Time Budget by Type of Task.[\/caption]\r\n\r\nThe following outlines the types of tasks needed for the categories of the open text publishing project time estimates and finding and using open education resources.\r\n<p style=\"text-align: center\">[h5p id=\"6\"]<\/p>\r\n&nbsp;\r\n<div class=\"textbox textbox--key-takeaways\"><header class=\"textbox__header\">\r\n<p class=\"textbox__title\">UBC Supports<\/p>\r\n\r\n<\/header>\r\n<div class=\"textbox__content\">\r\n\r\nTo learn about the kinds of support available for your open textbook project, review\u00a0<a href=\"https:\/\/pressbooks.bccampus.ca\/openubcpub\/front-matter\/ubc-supports-for-open-text-publishing\/\">UBC Supports<\/a>.\r\n\r\n<\/div>\r\n<\/div>\r\n<h2>Develop a Budget<\/h2>\r\nThere are a number of templates and cost estimate resources drawing from salaries and wages identified through UBC. While your project may need to draw from outside of the institution, using these resources as a starting point to develop your budget will help provide you with an overall budget estimate that then can be refined. Once you have identified your timelines, team members, training needs, and open text construction tasks, use the <a href=\"https:\/\/oerfund.open.ubc.ca\/apply\/\">budget cost estimates<\/a> from the OER Fund application page for hourly estimates by employee type.\r\n\r\nAdditional estimated rates for hiring UBC staff can be found on the <a class=\"external text\" href=\"https:\/\/tlef.ubc.ca\/application\/application-process\/\" rel=\"nofollow\">TLEF Budget Considerations<\/a> guide.\r\n\r\n&nbsp;\r\n<div class=\"textbox textbox--exercises\"><header class=\"textbox__header\">\r\n<p class=\"textbox__title\">Budget Plan Downloadable Template<\/p>\r\n\r\n<\/header>\r\n<div class=\"textbox__content\">\r\n\r\nThere are a number of guides developed for the Teaching, Learning, and Enhancement Fund (TLEF) that apply to the development of an open educational resource budget. The following is a budget spreadsheet template you can use for your open text budget:\r\n\r\n<a href=\"https:\/\/open-2019.sites.olt.ubc.ca\/files\/2019\/08\/OER-Fund-Implmenation-Grant-Budget-Template.xls\">TLEF Budget Spreadsheet Template [Excel}<\/a>\r\n\r\n<\/div>\r\n<\/div>","rendered":"<p><a id=\"Budget\"><\/a>The project considerations and templates from <a href=\"https:\/\/pressbooks.bccampus.ca\/openubcpub\/chapter\/elements-of-a-project-plan\/\">Elements of a Project Plan<\/a> and <a style=\"text-align: initial;font-size: 1em\" href=\"https:\/\/pressbooks.bccampus.ca\/openubcpub\/chapter\/developing-a-project-timeline\/\">Developing a Project Timeline<\/a> should be completed before you can get a good sense of who you will need to budget for in the project and how much time you will need from them to complete their project tasks. Outlining your deliverables and milestones will give you a good sense of the ramp-up times where more hours may be needed or used by specific team members, while the project timeline will give you a sense of when the individuals would be hired into the project.<\/p>\n<h2>Project Team<\/h2>\n<p>Open educational resources are free to use but not free to create. A lot of time and effort will go into creating an open text and some of that effort may require funding for the expertise and time of a project member. As discussed in <a href=\"https:\/\/pressbooks.bccampus.ca\/openubcpub\/chapter\/project-plan-open-ubc\/\">Identifying Your Project Team<\/a>, it&#8217;s important to know who you need on your project team and when you may need to draw those individuals from outside of your immediate project. Additionally, the type of expertise will require different kinds of funding levels.<\/p>\n<div class=\"textbox textbox--examples\">\n<header class=\"textbox__header\">\n<p class=\"textbox__title\">Example &#8211; UBC Project Team Copy Editing and Review Cost Estimates<\/p>\n<\/header>\n<div class=\"textbox__content\">\n<p>Cost estimates for copy editing support at UBC will vary depending on the type of expectation for the work. A staff member would cost $40.00-$56.00 per hour; a graduate student $25.00-$30.00 per hour, and an undergraduate student $17.00-$20.00 per hour.<\/p>\n<p>If a project requires copy editing and peer review of an open text, the most appropriate addition to the team would be a graduate student. This should then have an estimated budget between $25.00-$30.00 per hour.<\/p>\n<\/div>\n<\/div>\n<h3>Project Team Training<\/h3>\n<p>Understanding the workflows, processes, and planning needed to develop an open text will make your project run smoothly; however, understanding all the steps to create an open text may require training for your project team. While the training is available as <a href=\"#in-kind\">in-kind support<\/a> to UBC faculty, staff, and students, the training time for your project team members should be included in your budget requests. Training needed for most open text creation projects include:<\/p>\n<ul>\n<li>Finding, using, and adapting OER<\/li>\n<li>Copyright and open licensure<\/li>\n<li>Tracking attributions and terms of use and citation<\/li>\n<li>Sharing and making OER findable to internal and external communities<\/li>\n<li>Creating with Pressbooks<\/li>\n<li>Style, structure, and learning design for open texts<\/li>\n<li>Accessibility and inclusivity for OER<\/li>\n<\/ul>\n<p>Each of these training sessions is approximately 1-1.5 hours each and may require additional consultation time. Make sure to plan your budget with training needs in mind.<\/p>\n<div id=\"ac-25966\" class=\"c-accordion__content\">\n<h2>Open Text Construction<\/h2>\n<\/div>\n<p>Building an open text inside of Pressbooks entails tasks that are more administrative rather than creative (i.e. writing the text). Many open text projects fail to add enough time to the construction phase of the project, causing difficulties when the written content is loaded and organized in Pressbooks. The following outlines the types of tasks you may need to budget for your open text construction.<\/p>\n<p>The estimated time is based on the use of the templates and practices outlined in this guide. The estimated time is based on projects that have used the practices guides and templates in this guide. Without using the structured approach illustrated in this guide, the time estimates for the construction of your open text will increase.<\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_310\" aria-describedby=\"caption-attachment-310\" style=\"width: 1100px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-310 size-full\" src=\"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-content\/uploads\/sites\/1426\/2021\/07\/OpenTextPub_TimeEstimates-e1628613436340.png\" alt=\"\" width=\"1100\" height=\"572\" srcset=\"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-content\/uploads\/sites\/1426\/2021\/07\/OpenTextPub_TimeEstimates-e1628613436340.png 1100w, https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-content\/uploads\/sites\/1426\/2021\/07\/OpenTextPub_TimeEstimates-e1628613436340-300x156.png 300w, https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-content\/uploads\/sites\/1426\/2021\/07\/OpenTextPub_TimeEstimates-e1628613436340-1024x532.png 1024w, https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-content\/uploads\/sites\/1426\/2021\/07\/OpenTextPub_TimeEstimates-e1628613436340-768x399.png 768w, https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-content\/uploads\/sites\/1426\/2021\/07\/OpenTextPub_TimeEstimates-e1628613436340-65x34.png 65w, https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-content\/uploads\/sites\/1426\/2021\/07\/OpenTextPub_TimeEstimates-e1628613436340-225x117.png 225w, https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-content\/uploads\/sites\/1426\/2021\/07\/OpenTextPub_TimeEstimates-e1628613436340-350x182.png 350w\" sizes=\"auto, (max-width: 1100px) 100vw, 1100px\" \/><figcaption id=\"caption-attachment-310\" class=\"wp-caption-text\">FIG 1 &#8211; Open Text Publishing Project Time Budget by Type of Task.<\/figcaption><\/figure>\n<p>The following outlines the types of tasks needed for the categories of the open text publishing project time estimates and finding and using open education resources.<\/p>\n<p style=\"text-align: center\">\n<div id=\"h5p-6\">\n<div class=\"h5p-iframe-wrapper\"><iframe id=\"h5p-iframe-6\" class=\"h5p-iframe\" data-content-id=\"6\" style=\"height:1px\" src=\"about:blank\" frameBorder=\"0\" scrolling=\"no\" title=\"Open Text Construction Tasks\"><\/iframe><\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<div class=\"textbox textbox--key-takeaways\">\n<header class=\"textbox__header\">\n<p class=\"textbox__title\">UBC Supports<\/p>\n<\/header>\n<div class=\"textbox__content\">\n<p>To learn about the kinds of support available for your open textbook project, review\u00a0<a href=\"https:\/\/pressbooks.bccampus.ca\/openubcpub\/front-matter\/ubc-supports-for-open-text-publishing\/\">UBC Supports<\/a>.<\/p>\n<\/div>\n<\/div>\n<h2>Develop a Budget<\/h2>\n<p>There are a number of templates and cost estimate resources drawing from salaries and wages identified through UBC. While your project may need to draw from outside of the institution, using these resources as a starting point to develop your budget will help provide you with an overall budget estimate that then can be refined. Once you have identified your timelines, team members, training needs, and open text construction tasks, use the <a href=\"https:\/\/oerfund.open.ubc.ca\/apply\/\">budget cost estimates<\/a> from the OER Fund application page for hourly estimates by employee type.<\/p>\n<p>Additional estimated rates for hiring UBC staff can be found on the <a class=\"external text\" href=\"https:\/\/tlef.ubc.ca\/application\/application-process\/\" rel=\"nofollow\">TLEF Budget Considerations<\/a> guide.<\/p>\n<p>&nbsp;<\/p>\n<div class=\"textbox textbox--exercises\">\n<header class=\"textbox__header\">\n<p class=\"textbox__title\">Budget Plan Downloadable Template<\/p>\n<\/header>\n<div class=\"textbox__content\">\n<p>There are a number of guides developed for the Teaching, Learning, and Enhancement Fund (TLEF) that apply to the development of an open educational resource budget. The following is a budget spreadsheet template you can use for your open text budget:<\/p>\n<p><a href=\"https:\/\/open-2019.sites.olt.ubc.ca\/files\/2019\/08\/OER-Fund-Implmenation-Grant-Budget-Template.xls\">TLEF Budget Spreadsheet Template [Excel}<\/a><\/p>\n<\/div>\n<\/div>\n<div class=\"media-attributions clear\" prefix:cc=\"http:\/\/creativecommons.org\/ns#\" prefix:dc=\"http:\/\/purl.org\/dc\/terms\/\"><h2>Media Attributions<\/h2><ul><li about=\"https:\/\/oerfund.sites.olt.ubc.ca\/files\/2021\/08\/OER-Fund-Library-Support_Budget.pdf\"><a rel=\"cc:attributionURL\" href=\"https:\/\/oerfund.sites.olt.ubc.ca\/files\/2021\/08\/OER-Fund-Library-Support_Budget.pdf\" property=\"dc:title\">Open Text Publishing Time Estimates<\/a>  &copy;  Erin Fields and Amanda Grey  adapted by  Erin Fields  is licensed under a  <a rel=\"license\" href=\"https:\/\/creativecommons.org\/licenses\/by-nc\/4.0\/\">CC BY-NC (Attribution NonCommercial)<\/a> license<\/li><\/ul><\/div>","protected":false},"author":1076,"menu_order":5,"template":"","meta":{"pb_show_title":"on","pb_short_title":"","pb_subtitle":"","pb_authors":[],"pb_section_license":""},"chapter-type":[],"contributor":[],"license":[],"class_list":["post-198","chapter","type-chapter","status-publish","hentry"],"part":3,"_links":{"self":[{"href":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-json\/pressbooks\/v2\/chapters\/198","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-json\/pressbooks\/v2\/chapters"}],"about":[{"href":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-json\/wp\/v2\/types\/chapter"}],"author":[{"embeddable":true,"href":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-json\/wp\/v2\/users\/1076"}],"version-history":[{"count":25,"href":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-json\/pressbooks\/v2\/chapters\/198\/revisions"}],"predecessor-version":[{"id":1191,"href":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-json\/pressbooks\/v2\/chapters\/198\/revisions\/1191"}],"part":[{"href":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-json\/pressbooks\/v2\/parts\/3"}],"metadata":[{"href":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-json\/pressbooks\/v2\/chapters\/198\/metadata\/"}],"wp:attachment":[{"href":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-json\/wp\/v2\/media?parent=198"}],"wp:term":[{"taxonomy":"chapter-type","embeddable":true,"href":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-json\/pressbooks\/v2\/chapter-type?post=198"},{"taxonomy":"contributor","embeddable":true,"href":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-json\/wp\/v2\/contributor?post=198"},{"taxonomy":"license","embeddable":true,"href":"https:\/\/pressbooks.bccampus.ca\/openubcpub\/wp-json\/wp\/v2\/license?post=198"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}