I would put in the 9" and get a new 3.25:1 ring and pinion from VPW for $300, only because I hate BW's.
Cost for the cam/lifters/pushrods? I would speak to the cam makers directly. Wadecams are at
www.wadecams.com, any other brand is of course up to you.
New mixer/converter? New, expect $700 or so, second hand you should be able to get them much cheaper.
Manifold - Weiand x-cellerator from VPW: $570, Edelbrock performer $430.
Dizzy? Some places charge completely ridiculos prices (ie $400), my local bloke charged $175 to make my mutant late/early combination dizzy and regraph it.
Crank regrind/balance: couldn't say.... i'd suggest to ring around.
Rockers: Yella Terra Street $560, adjustable $650
Sump is up to you, I wouldn't bother with a restrictor kit.
The 2500rpm stall converter for the XF was made by TCE in Ringwood Vic.... I would strongly reccomend them over dominator. Call them for a price once you have settled on the cam, diff ratio and the stall speed you want.
So, say you get the new diff gears, new gas equipment, adjustable rockers, dizzy reaph recurve for $175 and x-cellerator manifold thats about $2400.
So with the $2600 left (if your budget is $5000) you should be able to get crank, cam, heads, bearings, gaskets and stallie. If you shop around and drive a hard bargain you could save at least $700-800 on the prices i've listed.
Doing the assembly yourself will have this whole thing on the road under $5000 i reckon. No idea on ACT tuners though... i'm from vic.
Cheers,
Greg