7-27TH05P5 - Attachment C - Cost Form FINAL 8-14-26.pdf
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- Solicitation number
- 27TH05P5
- Issued by
- Salt Lake County, Utah
About this file
This is a Cost Form attachment for a Request for Proposals (RFP #27TH05P5) issued by Jordan School District (JSD) in Utah to procure Nonprofit CRM Software for the Jordan Education Foundation. The RFP seeks qualified vendors to provide comprehensive software solutions including base licensing, additional functionality licenses, implementation, training, and ongoing support services. The cost form requires bidders to provide detailed pricing breakdowns across a five-year contract term, with Year 1 representing the initial implementation phase and Years 2-5 representing renewal periods. Vendors must specify the number of users covered by base software licensing, document any price thresholds based on user counts or donor metrics, and separately itemize costs for in-person training (including travel), on-demand virtual training, and annual support services. The RFP is issued in accordance with Utah Code Annotated Chapter 63G-6a and applicable Utah Administrative Rules.
Bidders must submit pricing on both the provided cost form and their standard pricing templates, clearly labeling costs by year and calculating a grand total for the five-year period. Jordan School District is tax-exempt, so sales tax should not be included in proposals. Vendors may apply any education discounts and should note if pricing is based on State of Utah or National Cooperative Contracts, including the relevant contract number. The cost proposal is valued at 2,000 total possible points in the evaluation criteria. Bidders should indicate whether they require a copy of JSD's Utah State Tax Commission Exemption Certificate (TC-721G) to process tax-exempt pricing. The form does not specify response deadlines, award dates, or site visit requirements, which would be detailed in the full RFP documentation.
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Jordan School District RFP # 27TH05P5 Attachment C: Nonprofit CRM Software for JEF
RFP # 27TH05P5
Attachment C: Nonprofit CRM Software
Cost Form (2,000 total possible points)
(This document to be submitted with proposal response.)
Please read all instructions below to ensure all required documentation is submitted with your Cost Proposal Response.
Provide all costs associated with your proposed solution.
In addition to this form, please provide a copy of your pricing on your usual pricing template form for Nonprofit CRM Software, including the annual total and grand total for five years. On your usual pricing template form, please list separate line items as necessary. List any costs for software, additional services, etc. with labels specifying the year (such as “Year 1 Price,” “Year 2 Price,” etc.).
Please extend any Education Discounts that may be offered on your bid response. Also, please note if pricing is based on a State of Utah or National Cooperative Contract; if so, note the contract number in your response.
JSD is tax exempt. Please do not list sales tax on your bid. Please note in your bid response if you need a copy of JSD’s Utah State Tax Commission Exemption Certificate (TC-721G) sent to you.
Nonprofit CRM Software
1. YEAR 1
A1. Please indicate cost for the base Nonprofit CRM Software program, and how many users it will cover.
Nonprofit CRM Software: $_______________
Number of Users Included: ____________
If your software has price decrease or increase thresholds (i.e. per user, per number of donors, etc.), please enumerate those here: $______________
A2. Any additional licenses needed in addition to the base software program for functionality requested
Additional Nonprofit CRM Software licenses per user or next threshold level of users:
Name of functionality software: __________________ Price: $___________________
Jordan School District RFP # 27TH05P5 Attachment C: Nonprofit CRM Software for JEF
(List additional line items as needed)
A3. Implementation/Installation of Software
Price: $_______________
A4. In-person Training of JSD Staff (please split out travel costs, training costs, etc.) if requested.
Training Price: $_______________/_______ (please indicate if this is per day; per hour; per session, etc.)
Travel Costs: $_______________
A5. On-Demand Virtual Trainings (Online Training Preferred)
Training Price: $_______________/each
A6. Ongoing Support Costs
Price: $_______________/year
YEAR 1 TOTALS
Year 1 Total : _____________________
2. YEAR 2
B1. Please indicate cost for the base Nonprofit CRM Software program renewal, and how many users it will cover.
Software: $______________
Number of Users Included: ____________
If your software has price decrease or increase thresholds (i.e. per user, per number of donors, etc.), please enumerate those here: $______________
B2. Any additional licenses needed in addition to the base software program for functionality requested
Additional Nonprofit CRM Software licenses per user or next threshold level of users: $____________
Jordan School District RFP # 27TH05P5 Attachment C: Nonprofit CRM Software for JEF
B3. In-person Training of JSD Staff, if requested (please split out travel costs, training costs, etc.)
Training Price: $_______________/_______ (please indicate if this is per day; per hour; per session, etc.)
Travel Costs: $_______________
B4. On Demand Virtual Trainings, if requested (Online Training Preferred)
Training Price: $_______________/each
B5. Ongoing Support Costs
YEAR 2 TOTALS
Year 2 Total : _____________________
3. YEAR 3
C1. Please indicate cost for the base Nonprofit CRM Software program renewal, and how many users it will cover.
Software: $______________
Number of Users Included: ____________
If your software has price decrease or increase thresholds (i.e. per user, per number of donors, etc.), please enumerate those here: $______________
C2. Any additional licenses needed in addition to the base software program for functionality requested
Additional Nonprofit CRM Software per user or next threshold level of users: $____________
C3. In-person Training of JSD Staff, if requested (please split out travel costs, training
Training Price: $_______________/_______ (please indicate if this is per day; per hour; per session, etc.)
Jordan School District RFP # 27TH05P5 Attachment C: Nonprofit CRM Software for JEF
C4. On Demand Virtual Trainings, if requested (Online Training Preferred)
C5. Ongoing Support Costs
YEAR 3 TOTALS
Year 3 Total : _____________________
4. YEAR 4
D1. Please indicate cost for the base Nonprofit CRM Software program renewal, and how many users it will cover.
Software: $______________
Number of Users Included: ____________
If your software has price decrease or increase thresholds (i.e. per user, per number of donors, etc.), please enumerate those here: $______________
D2. Any additional licenses needed in addition to the base software program for functionality requested
Additional Nonprofit CRM Software per user or next threshold level of users: $____________
D3. In-person Training of JSD Staff, if requested (please split out travel costs, training
Training Price: $_______________/_______ (please indicate if this is per day; per hour; per session, etc.)
D4. On Demand Virtual Trainings, if requested (Online Training Preferred)
D5. Ongoing Support Costs
Jordan School District RFP # 27TH05P5 Attachment C: Nonprofit CRM Software for JEF
YEAR 4 TOTALS
Year 4 Total : _____________________
5. YEAR 5
E1. Please indicate cost for the base Nonprofit CRM Software program renewal, and how many users it will cover.
Software: $______________
Number of Users Included: ____________
If your software has price decrease or increase thresholds (i.e. per user, per number of donors, etc.), please enumerate those here: $______________
E2. Any additional licenses needed in addition to the base software program for functionality requested
Additional Nonprofit CRM Software per user or next threshold level of users: $____________
E3. In-person Training of JSD Staff, if requested (please split out travel costs, training
Training Price: $_______________/_______ (please indicate if this is per day; per hour; per session, etc.)
E4. On Demand Virtual Trainings, if requested (Online Training Preferred)
E5. Ongoing Support Costs
YEAR 5 TOTALS
Year 5 Total : _____________________
Jordan School District RFP # 27TH05P5 Attachment C: Nonprofit CRM Software for JEF
6. Grand Total
F1. Grand Total, Years 1–5 combined :
[End of Attachment C-1]
| Nonprofit CRM Software |
| 4. YEAR 4 |
| 5. YEAR 5 |
| 6. Grand Total |
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