1-Appendix B Pricing Workbook.xlsx

This is a pricing workbook for a Human Capital Management (HCM) Platform and Implementation Services contract opportunity with Montgomery County, Pennsylvania. The County is seeking a comprehensive HCM solution to modernize and streamline HR operations across multiple functional domains. The proposed contract includes licensing for Core HR, Payroll (with taxes and filings), Time & Attendance, Benefits Administration, Recruiting/Applicant Tracking System (ATS), and Learning Management System (LMS) modules, all priced on a per-employee-per-month (PEPM) basis with an average headcount of 3,000 employees. Implementation services are structured as time-and-materials engagements covering project management, configuration, integrations, data migration, testing (SIT/UAT), training and change management, and go-live support. The contract term spans five years with payment milestones tied to implementation deliverables: 20% upon contract execution and project kickoff, 30% upon configuration completion, 30% upon go-live (with 99.5% payroll accuracy requirement), and 20% upon hypercare exit.

Pricing is to be submitted across all five contract years with an annual price increase cap of 3% or CPI-U, whichever is lower, and a mandatory price hold period of 36 months minimum. Support and maintenance offerings include both standard business-hours support with updates and premium support with a named technical account manager and 24/7 P1/P2 availability. Travel costs are not-to-exceed with pre-approval required and must comply with GSA or County policy rates. Implementation is structured as fixed-fee by milestone, with termination assistance and full data export included. Assumptions specify that PEPM counts are based on active employees only, and the contract includes provisions for payment milestones contingent upon acceptance criteria including SOW execution, configuration workbook approval, cutover completion, and knowledge transfer completion.