01 Context & gap summary
Following our [briefing call / introduction via [Name] / meeting on [date]], this proposal addresses [School name]'s need for [e.g. published AI acceptable use policy · NZQA-aligned integrity framework · staff PD on classroom AI discernment · senior pathway support].
Key findings relevant to this school:
- [Finding 1 — e.g. No standalone AI policy on public register]
- [Finding 2 — e.g. Assessment rules treat all AI as plagiarism]
- [Finding 3 — e.g. Strong values foundation to build on]
Gap observations based on publicly available documentation unless Phase 1 Discovery confirms otherwise.
02 Scope of work
01 — Policy — Policy & Governance (Phases 1–3)
- Discovery: stakeholder interviews, document audit, staff + student surveys, Discovery Report
- Policy suite: AI AUP (staff + students), Academic Integrity AI Addendum, Data Privacy provisions, Tool Risk Checklist, Student Disclosure Template, Approved Tools Register, Steering Group ToR
- Board presentation pack (15 slides + speaker notes)
- Implementation: [half-day / full-day] staff workshop, parent/whānau comms package, IT briefing
02 — Formation — Formation & Pathways (optional add-ons)
- [ ] Teaching for the Discernment Age — full PD day or 2 twilights — $[1,500 / 2,500 / 4,000] ex GST
- [ ] Whole-School Day — PD + assembly + parent evening + student tools — by quote
- [ ] Pathway Compass cohort licence — [free pilot / included]
- [ ] Highest-Return Portfolio Pilot Term (10 weeks) — by quote
School-specific adjustments
[e.g. Catholic Social Teaching integration / bicultural co-design / Cambridge + NCEA dual curriculum / K–13 age bands / joint engagement with BTI]
03 Timeline
| Phase | Timing | Key milestone |
|---|---|---|
| Engagement signed + deposit | [Week 0] | Letter of Engagement; 50% invoice |
| Phase 1 Discovery | [Weeks 1–2] | Discovery Report delivered |
| Phase 2 Policy | [Weeks 3–6] | Policy suite + Board pack |
| Phase 3 Implementation | [Weeks 7–10] | Staff workshop + comms live |
| 02 — Formation (if included) | [Term / dates] | [PD day / whole-school day] |
04 Investment (NZD, ex GST)
| Item | Fee |
|---|---|
| Policy consulting — [Enhancement / Standard / Full Build] (Phases 1–3) | $[4,800 / 8,500 / 12,500] |
| Educators' PD — [tier / twilight pilot] | $[amount or "reduced pilot"] |
| Whole-School Day bundle | $[quote] |
| HRP Pilot Term | $[quote / founding-school rate] |
| Multi-school discount ([%]) | −$[amount] |
| Travel (outside Bay of Plenty) | [At cost / included] |
| Total (ex GST) | $[TOTAL] |
| GST (15%) | $[GST] |
| Total (inc GST) | $[TOTAL INC] |
Payment terms: 50% on signing; 50% on Phase 3 deliverable acceptance. 02 — Formation invoiced separately on commencement.
Optional annual retainer (from Month 7): NZ$2,400/yr ex GST — policy review, quarterly check-ins, up to 4 tool vetting requests, sector briefing.
05 Deliverables checklist
- Discovery Report (10–15 pages)
- AI Acceptable Use Policy — staff + student sections
- Academic Integrity AI Addendum (NZQA-aligned)
- Data Privacy AI Provisions
- Appendix B Tool Risk Assessment Checklist
- Appendix C Student AI Disclosure Template
- Approved Tools Register (Green/Amber/Red)
- AI Steering Group terms of reference
- Board presentation pack
- Staff workshop materials + facilitator guide
- Parent/whānau communications package
- [+ Full Build: parent forum facilitation, student assembly materials, bicultural record if applicable]
06 Acceptance
By signing below, [School name] accepts this proposal and authorises commencement on the timeline above.