10-Attachment B - Pricing Forms.xlsx
XLSX spreadsheet 75 KB Posted
- Attached to
- ERP System Selection
- Solicitation number
- ITN 25-017
- Issued by
- Broward County, Florida
About this file
This is a Pricing Forms Excel file for the South Florida Regional Transportation Authority's ERP System Selection (ITN 25-017), detailing a comprehensive Enterprise Resource Planning (ERP) system procurement. The document provides a structured template for vendors to submit pricing and scope details for a new ERP system implementation, covering modules across finance, human resources, payroll, procurement, and related services. The opportunity involves selecting a contractor to provide ERP software, implementation services, data conversion, integrations, and ongoing software licenses.
The pricing form encompasses multiple cost categories including one-time and ongoing annual costs for software, implementation services, training, data conversion, integrations, and modifications. The vendor is required to complete detailed pricing information across various worksheets, including proposed scope (currently marked as "No Bid" for most modules), software component details, data conversion services for 33 specific data areas, 15 proposed system integrations, and optional managed services. The document indicates a comprehensive cloud-based ERP solution is sought, with expectations for application administration, help desk support, security administration, integration management, and ongoing training support. No specific budget or funding sources are explicitly outlined in this pricing form document.
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Vendor Checklist
| 1. Pricing Form Legend | Hide Required/Optional Fields | ||
| All black cells required | All yellow cells optional and can be modified | All other cells are locked |
| 2. Enter Basic Vendor Information | |
| Enter Offeror Name in cell D6 | Offeror Name |
| 3. Complete the following Pricing Tabs | |
| Tab Name | Instructions |
| Proposal Summary | No data entry is required in the Proposal Summary. Comments are optional. |
| Proposed Scope | Please complete the black cells with whether the module is proposed, optional, or not bid. Cells default to no bid--update as applicable. |
| Software Information | Please complete the black cells with information regarding the software components proposed. Software Component Name should be the name of the module or suite of modules that the software is sold as. |
| Data Conversion Services | Please complete the Conversion Code, Estimated Hours, and Hourly Rate to perform the following Data Conversion Services. |
| Integrations | Please complete the Estimated Hours, Hourly Rate, and Ongoing Annual Cost, if applicable, to develop the following Integrations. Please include any other additional integrations recommended. The comments field should list any additional info or 'No Bid' in the Comments column. |
| Modifications | Please list Estimated Hours, Hourly Rate, and Ongoing Annual Cost to provide costs for Modifications identified in the Requirements spreadsheet named Attachment C - Functional and Technical Requirements.xlsx requirement number should be noted. |
| Other Implementation Services | Please provide costs for Other Implementation Services in this tab by including the Estimated Hours and Hourly Rate for services. Vendors may define additional items as desired. |
| Optional Services | Please list Optional Software, Hardware or Services within this tab, including Quantity and Rate as applicable. Specify the type of Optional item under Type. |
| Managed Services | Please complete the questionnaire describing ongoing managed services that are offered as part of the proposed product. |
4. Enter Any Misc. Costs and/or Discounts
| Travel & Lodging Costs |
| One-Time State and City Sales Tax (FOB) |
| Ongoing Annual State and City Sales Tax (FOB) |
| One-Time Discount (if applicable) |
| Ongoing Discount (if applicable) |
| 6. Finalize Forms for Printing and Submission | |
| Additional rows are provided in each worksheet to accommodate additional proposed software and services. Vendors are encouraged to "hide" unused extra rows in each worksheet before submission. | |
| Change cell to right to Hide Required/Optional Fields before printing: | Show Required/Optional Fields |
&"-,Bold"South Florida Regional Transportation Authority - ERP System Selection ITN 25-017 - Pricing Forms &"-,Italic" &A
Proposal Summary
| Offeror Name | |||
| Proposal Summary | No data entry is required in the Proposal Summary. Comments are optional. | ||
| Cost Category | One-Time | ||
| Cost | Ongoing | ||
| Annual Cost | Comments |
| Software | $0 | $0 |
| Implementation Services | $0 | N/A |
| Training Services | $0 | N/A |
| Data Conversion Services | $0 | N/A |
| Integrations | $0 | $0 |
| Modifications | $0 | $0 |
| Other Implementation Services | $0 | $0 |
| Travel & Lodging Costs | $0 | N/A |
| State and City Sales Tax (FOB) | $0 | $0 |
| Discount (if applicable) | $0 | $0 |
| Grand Total | $0 | $0 |
| Optional Software, Hardware and Services | One-Time | |||
| Cost | Ongoing | |||
| Annual Cost | Comments | |||
| Optional Cost Total | $0 | $0 | ||
| Grand Total | $0 | $0 |
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Proposed Scope
| Offeror Name | ||
| Module Information | Please complete the black cells with whether the module is proposed, optional, or not bid. Cells default to no bid--update as applicable. | |
| Scope | Comments | |
| Core | ||
| Accounts Payable | No Bid | |
| Accounts Receivable/Miscellaneous Billing | No Bid | |
| Bank Reconciliation | No Bid | |
| Bid Management | No Bid | |
| Budgeting | No Bid | |
| Contract Management | No Bid | |
| Financial Reporting | No Bid | |
| Fixed Assets | No Bid | |
| General Ledger | No Bid | |
| Grants Management | No Bid | |
| Project Accounting | No Bid | |
| Purchasing | No Bid | |
| Vendor Management | No Bid | |
| Core HR Functionality | No Bid | |
| Benefits Administration | No Bid | |
| Recruitment | No Bid | |
| Tie Tracking | No Bid | |
| Employee/Manager Self-Service | No Bid | |
| Payroll | No Bid | |
| No Bid |
&"-,Bold"South Florida Regional Transportation Authority - ERP System Selection
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Software Information
| Offeror Name | ||||||||||||||||||||
| Software Information | Please complete the black cells with information regarding the software components proposed. Software Component Name should be the name of the module or suite of modules that the software is sold as. | |||||||||||||||||||
| Software Component Name | Version | Licensing Measure (e.g. Users, FTEs) | # of Licensed (e.g. 1,000) | License Type | ||||||||||||||||
| (select from dropdown menu) | Implementation Cost | Training Cost | Training method | Year 1 Subscription/License Cost | Year 2 Subscription/License Cost | Year 3 Subscription/License Cost | Year 4 Subscription/License Cost | Year 5 Subscription/License Cost | Year 6 Subscription/License Cost | Year 7 Subscription/License Cost | Year 8 Subscription/License Cost | Year 9 Subscription/License Cost | Year 10 Subscription/License Cost | Comments | ||||||
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| N/A | N/A | N/A | N/A | N/A | $0 | $0 | N/A | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
&"-,Bold"South Florida Regional Transportation Authority - ERP System Selection
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Software
| Offeror Name | |||
| Software | ERROR:#REF! | ||
| Cost Category | One-Time | ||
| Cost | Ongoing | ||
| Annual Cost | Comments |
| $0 | ERROR:#DIV/0! | |
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| Total | $0 | ERROR:#DIV/0! |
Implementation Services
| Offeror Name | ||||
| Implementation Services | ERROR:#REF! | |||
| Cost Category | Estimated Hours | Hourly Rate | One-Time Cost | Comments |
| $0 | ||
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| Grand Total | 0 | 0 |
Data Conversion Services
| Offeror Name | |||||||
| Data Conversion Services | Please complete the Conversion Code, Estimated Hours, and Hourly Rate to perform the following Data Conversion Services. | ||||||
| Number | Area | Data Description | Requested Conversion item | Conversion Code | Estimated | ||
| Hours | Hourly | ||||||
| Rate | One-Time | ||||||
| Cost | Comments |
| 1 | Human Resources | Employee position and demographics | All records starting with active employees at the beginning of year, or "current data" (starting 01/01) | $0 | ||
| 2 | Human Resources | Documents and Verifications for Certifications, Education, Licenses | Migrate all active employee information (starting 01/01). | $0 | ||
| 3 | Human Resources | Current Vacancies - Employee Requisition & Applicant Records | Manual. | $0 | ||
| 4 | Human Resources | Position Tables & Allocation Information. Include Job Description and Class Spec Info | All active. | $0 | ||
| 5 | Human Resources | Training | Manual. | $0 | ||
| 6 | Human Resources | Employees - Status History | All active employees at the beginning of year, or "current data" (starting 01/01) . | $0 | ||
| 7 | Payroll | Accrual balances (Current, MTD, QTD, YTD, FYTD) | All records starting with active employees at the beginning of year, or "current data" (starting 01/01) | $0 | ||
| 8 | Payroll | Add pays, adjustments before taxes, tax, deductions, benefits | All records starting with active employees at the beginning of year, or "current data" (starting 01/01) | $0 | ||
| 9 | Payroll | Check History | All records starting with active employees at the beginning of year, or "current data" (starting 01/01) | $0 | ||
| 10 | Payroll | W-2 History | N/A | $0 | ||
| 11 | Payroll | Employee Bank Details, Current Deductions, and Current Garnishments | All records starting with active employees at the beginning of year, or "current data" (starting 01/01) | $0 | ||
| 12 | Human Resources | Personnel Action History | All records starting with active employees at the beginning of year, or "current data" (starting 01/01) | $0 | ||
| 13 | Time & Labor | Time and Attendance History | All records starting with active employees at the beginning of year, or "current data" (starting 01/01) | $0 | ||
| 1 | 14 | Payroll | Salary Tables | All active/current salaries. | ||
| 2 | 15 | Human Resources | Human Resources Master Records | All records starting with active employees at the beginning of year, or "current data" (starting 01/01) . | $0 | |
| 3 | 16 | Human Resources | Benefits | All active benefit options, costs, COBRA. | $0 | |
| ERROR:#REF! | 17 | Accounts Payable | Checks (for bank recon purposes only) | Outstanding Checks | $0 | |
| ERROR:#REF! | 18 | Accounts Payable | Supplier Invoices | Open invoices and invoices tied to active projects & grants | $0 | |
| ERROR:#REF! | 19 | Accounts Payable | Vendor File (demographic, history, ratings, etc.) | Vendors with activity (POs & Invoices) in last 2 years and/or tied to active projects or grants | $0 | |
| ERROR:#REF! | 20 | Billing & Accounts Receivable | All Active Grants including all budgets, actuals (expense & revenues) by line item for inception-to-date, funding sources and personnel | N/A | $0 | |
| ERROR:#REF! | 21 | Billing & Accounts Receivable | Customer account information (name, addresses, account number, third party information, alternate address, payment assistance, flags, etc.) | N/A | $0 | |
| ERROR:#REF! | 22 | Billing & Accounts Receivable | Billing history | N/A | $0 | |
| ERROR:#REF! | 23 | Budgeting | Budget amounts by line items | Current adopted budget | $0 | |
| ERROR:#REF! | 24 | Capital Assets | All capital assets including details (codes, master information, transaction, summaries, journal transactions, funding sources, etc.) and depreciation history. | Active (in-service) assets | $0 | |
| ERROR:#REF! | 25 | Cash Receipts | History of payment data including payment amounts for specific accounts (check numbers or reference numbers, project codes, payment type codes, user ids, batch numbers, batch types, etc.) The time period converted should be matched to the billing history. | Only related to open AR invoices | $0 | |
| ERROR:#REF! | 26 | Contracts | Contracts and subordinate profiles and documents. Company profiles. For active contracts (transaction activity). By vendor, status, type, commodity code, dates, etc. | Active contracts | $0 | |
| ERROR:#REF! | 27 | General Ledger | Summarized transaction history by month | 2 years | $0 | |
| 28 | General Ledger | Open encumbrances | Encumbrances associated with converted purchase orders | |||
| ERROR:#REF! | 29 | Grants | All Active Grants including all budgets, actuals (expense & revenues) by line item for inception-to-date, funding sources and personnel | N/A | $0 | |
| ERROR:#REF! | 30 | Procurement | All vendor 'bidders' in the system. Note: Vendors in the master vendor database that are marked for deletion should be marked as a bidder and not be included as an active AP vendor. | Bidder information 2 years. | $0 | |
| ERROR:#REF! | 31 | Procurement | All active bids in system, status, history, bidder information, etc. | Active bid information | $0 | |
| ERROR:#REF! | 32 | Projects | Detailed information by Project ID number for all open projects including funding, status, tasks, budgets, phases, resources and actuals | All open projects (with activity or expected activity) | $0 | |
| ERROR:#REF! | 33 | Procurement | Purchase Orders | Open Purchase orders | $0 | |
| Grand Total | 0 | $0 |
| 1Data Conversion Codes | |
| A | Utilize/refine existing conversion tools/scripts |
| B | Develop conversion scripts |
| C | Automated conversion not realistic/appropriate: Manual conversion is targeted |
| D | Other data conversion approach, please briefly describe in ‘Comments’ column |
| E | Not enough information/Need clarification/Item should be addressed during implementation |
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Integrations
| Offeror Name | ||||
| Integrations | Please complete the Estimated Hours, Hourly Rate, and Ongoing Annual Cost, if applicable, to develop the following Integrations. Please include any other additional integrations recommended. The comments field should list any additional info or 'No Bid' in the Comments column. | |||
| # | Data Flow | |||
| Description | Source | |||
| Application | Direction | Target | ||
| Application | Batch or Real Time | Interface Type Proposed (API, Form based etc) | Estimated | |
| Hours | Hourly | |||
| Rate | One-Time | |||
| Cost | Ongoing | |||
| Annual Cost | Comments |
| 1 | Retiree information | Future ERP | à | Florida Retirement System (FRS) | $0 | ||
| 2 | Hiring, benefits, benefits deduction field and compensation | People First | « | Future ERP | $0 | ||
| 3 | Recruitment | NeoGov | « | Future ERP | $0 | ||
| 4 | P-cards | Bank of America | à | Future ERP | $0 | ||
| 5 | Bid Management | Bonfire | « | Future ERP. Info back to Bonfire. | $0 | ||
| 6 | Ticket Sales | Future ticket vending software | à | Future ERP | $0 | ||
| 7 | Ticket Sales | Genfare | à | Future ERP | $0 | ||
| 9 | Used for asset management, project planning and grant management life cycles | TransAM, Asset Management | « | Future ERP | $0 | ||
| 10 | Procurement of assets flow to WASP | Future ERP | à | WASP, Fixed Asset Management and Inventory Tracking | $0 | ||
| 11 | Positive pay Checks | Future ERP | à | TD Bank | $0 | ||
| 12 | ACH (payments) | Future ERP | à | TD Bank | $0 | ||
| 13 | TD Bank Consolidated Activity Report (from boxes) deposited by Brinks | TD Bank | à | Future ERP | $0 | ||
| 14 | Bank reconciliation | TD Bank | à | Future ERP | $0 | ||
| 15 | Deposits processed by Brinks for hoppers (boxes) | Brinks Treasury Mngmt | à | Future ERP | $0 | ||
| Grand Total | 0 | $0 | $0 |
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Modifications
| Offeror Name | ||||
| Modifications | Please list Estimated Hours, Hourly Rate, and Ongoing Annual Cost to provide costs for Modifications identified in the Requirements spreadsheet named Attachment C - Functional and Technical Requirements.xlsx requirement number should be noted. | |||
| Specification # | Description | Estimated | ||
| Hours | Hourly | |||
| Rate | One-Time | |||
| Cost | Ongoing | |||
| Annual Cost | Comments |
| $0 | |||
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| Grand Total | 0 | $0 | $0 |
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Other Implementation Services
| Offeror Name | ||||
| Other Implementation Services | Please provide costs for Other Implementation Services in this tab by including the Estimated Hours and Hourly Rate for services. Vendors may define additional items as desired. | |||
| Cost Category | Estimated Hours | Hourly | ||
| Rate | One-Time Cost | Ongoing Cost | Comments |
| Change Management Support | $0 | ||
| 3 months post go-live support | $0 | ||
| Custom Documentation Development | $0 | ||
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| Grand Total | 0 | $ - 0 | $ - 0 |
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Optional
| Offeror Name | ||||||
| Optional Software, Hardware and Services | Please complete the questionnaire describing ongoing managed services that are offered as part of the proposed product. | |||||
| Cost Category | Type | Quantity | Rate | One-Time Cost | Ongoing Cost | Comments |
| Additional Seat Licenses | $0 | ||
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| Grand Total | 0 | $ - 0 | $ - 0 |
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Managed Services
| Offeror Name | ||
| Managed Services (Cloud Only) | Please indicate if each service is available in column C. Any explanation and/or comments can be entered in Column D. | |
| Services | Service Offered? | Comments |
| Application administration: | ||
| Manage patching, updates, and upgrade processes including coordination of production and non-production environments | ||
| On-going testing including regression testing when new releases are applied | ||
| Update configurations as requested. | ||
| Business process reviews to identify potential areas of improvement, opportunities to leverage new features, and applicable configuration updates. | ||
| Report, dashboard, and analytics development | ||
| Maintain and manage all software licenses (application, database, operating system, etc.) | ||
| Help desk support (Tier 1 support): | ||
| Provide Tier 1 help desk support as the first point of application support | ||
| Provide application user password management including reset management as part of Tier 1 support | ||
| Attempt to resolve Tier 1 support calls using existing knowledge base | ||
| Maintain and update the Tier 1 system knowledge base | ||
| Make determination to escalate Tier 1 issues to Tier 2 | ||
| Service request management: | ||
| Provide technical and functional troubleshooting support for Tier 2 issues | ||
| Submit service requests that have moved from Tier 1 to Tier 2 on behalf of the client. | ||
| Work with the Authority to determine if a service request is for new system requests (i.e., change) or involves requests for assistance or error reporting (i.e., incident) | ||
| Provide a web-based system for submission of service requests | ||
| Provide service request tracking and reporting | ||
| Work with the Authority and support center in resolving submitted service requests | ||
| Monitor, measure and report on the status of submitted service requests | ||
| Provide analysis of recurring incidents and work to establish a resolution or work around for such incidents | ||
| Work with the Authority in reporting and resolving unplanned outages of any component or environment defined at a Severity level of Level 1, Level 2 or Level 3 (level definitions to be defined) | ||
| Provide root cause analysis for all Severity Level 1 outages | ||
| Install, configure and maintain tools that enable monitoring, administration and management of the Authority environment | ||
| Security administration: | ||
| Provide application security maintenance and administration | ||
| Conduct user access management and review | ||
| Ensure that the application and environment conforms to required regulatory compliance requirements | ||
| Participate in and provide support for application and general control reviews | ||
| Integration management: | ||
| Develop, test, and implement new integrations | ||
| On-going monitoring of integrations | ||
| Periodic testing of integrations including coordination with new release cycles | ||
| Break-fix support for integration issues | ||
| Develop a change management process for all changes that will affect the various environments | ||
| Training support: | ||
| Provide on-going functional training for current and new users of the system including core and end-users | ||
| Maintain currency of all training related documentation |
&"-,Bold"South Florida Regional Transportation Authority - ERP System Selection
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File details come from the government source that posted it. Updated .