Knowledge Sharing


Pay for Success Tools and Sample Documents

The Sorenson Impact Center is happy to share the tools that it has developed with the Social Innovation Fund (SIF) over the years to support field-building in the Pay for Success space. 


Cost Benefit Analysis: Pay for Success Template for Criminal Justice

This Cost Benefit Analysis for Criminal Justice Pay for Success projects is an Excel spreadsheet template designed to calculate program costs and benefits based on user inputs. It is intended only to help assess initial project feasibility and is not a substitute for more granular financial modeling to be used in pay for success contract construction. Download it here.


Cost Benefit Analysis: Pay for Success Template for Education

This Cost Benefit Analysis for Education Pay for Success projects is an Excel spreadsheet template designed to calculate program costs and benefits based on user inputs. It is intended only to help assess initial project feasibility and is not a substitute for more granular financial modeling to be used in pay for success contract construction. Download it here.


Cost Benefit Analysis: Pay for Success Template for Homelessness

This Cost Benefit Analysis for Homelessness Pay for Success projects is an Excel spreadsheet template designed to calculate program costs and benefits based on user inputs. It is intended only to help assess initial project feasibility and is not a substitute for more granular financial modeling to be used in pay for success contract construction. Download it here.


Sample Feasibility Report: Pay for Success

This sample Pay for Success Feasibility Report came out of work Sorenson Impact did in collaboration with Missoula County, Montana to address overcrowding at the Missoula County Detention Facility. Download it here.


Sample Job Description: Innovation Fellow for Government

This Word document is a sample job description for a Government Innovation Fellow. Download it here.


Sample Sub-Selection Plan 

This document details the application and selection process for two separate RFPs for the University of Utah Sorenson Impact Center’s SIF Grant. Download it here.


Subgrantee Financial Tool

This financial tracker and invoice template is a Social Innovation Fund Subgrantee Financial Tool to track expenses, record timesheets, and create invoices. Download it here.


Sample Government Request for Proposal

This document lays out a request for proposal (RFP) for government applicants to participate in a Pay for Success program. Download it here.


Sample Service Provider Request for Proposal

This document lays out a request for proposal (RFP) for service-provider applicants to participate in a Pay for Success program. Download it here.


Pay for Success Feasibility Matrix Template

This Excel sheet provides a sample Pay for Success feasibility project matrix. Download it here.


Pay for Success Progress Report Template

This Pay for Success programmatic progress report is designed to take a larger view of the grant program as a whole and is a way for sub recipients to provide meaningful feedback. Download it here.


Sample Service Provider / Center Grant Agreement

This service provider / Center grant agreement sample describes typical expectations for the service provider / intermediary relationship. Download it here