A1__Proposal_Response_Forms.docx

DOCX document 140 KB Posted

Attached to
Enterprise Resource Planning (ERP) System
Solicitation number
P-26-08-COC
Issued by
Brevard County, Clewiston City, Florida

About this file

This document comprises the proposal response forms for the City of Cocoa, Florida's Request for Proposal (RFSP P-26-08-COC) to procure an Enterprise Resource Planning (ERP) System. The City seeks a comprehensive, integrated SaaS or cloud-hosted ERP solution to replace legacy systems and improve operational efficiency across multiple functional areas including Financial Management, Human Capital Management, Utility Billing and Customer Service, Community Development, and Asset and Work Order Management. Vendors must provide detailed responses across eight primary sections: Qualifications and References, Functional Requirements, Infrastructure Requirements, Maintenance and Support Requirements, Acceptance Testing Requirements, Implementation Requirements, Contract and Insurance Requirements, and Price Proposals. The proposal response forms require vendors to identify their primary vendor/integrator organization, project management personnel, relevant experience with ERP implementations in Florida municipalities, financial stability, and client references with at least one year of tenure. Responses must address system architecture, hosting infrastructure, data security measures, disaster recovery capabilities, integration services, performance and reliability standards, and end-user equipment compatibility. The City emphasizes a single vendor or lead vendor approach to minimize third-party integrations, with solutions requiring cloud-native architecture, open APIs, and seamless integration with existing Esri GIS infrastructure.

Pricing proposals must include detailed breakdowns across five years covering annual SaaS subscription costs by module (Finance, HR, Utility Billing), additional subscription and hosting services, comprehensive training programs, and implementation services including requirements planning, business process engineering, workflow configuration, data conversion, testing, travel expenses, and project management hours. Vendors must specify the timing of when the City begins incurring SaaS subscription expenses, whether costs commence at contract signing, implementation start, per-module implementation, module go-live, or final system acceptance. All pricing must remain firm for 270 days from submission date, with vendors required to disclose any annual escalation percentages. Implementation requirements mandate vendor responsibility for full business process configuration, data migration from legacy systems, and comprehensive staff training. The vendor must guarantee five years of support with specified response time commitments for Help Line calls, provide annual application upgrades and enhancements, and include all state and federal mandated changes in maintenance pricing. The successful vendor will deliver a turn-key implementation including project management, system configuration, documentation, acceptance testing, and post-go-live support.

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A1 - PROPOSAL RESPONSE FORMS

RFSP Number:
P-26-08-COC
RFSP Title:
Enterprise Resource Planning System

Enterprise Resource Planning System RFP – Proposal Response Forms

Page ii Proposal Response Forms

Response Forms Instructions

The Vendor is required to use the response forms contained in this document and the additional MS Excel Spreadsheets (Attachment(s) A2– Functional Requirements Response Forms).

The forms were created with Microsoft Word and Excel. Table fields have been added for the convenience of the Vendor. In order to navigate the entire document, use the scroll bar. To proceed to the next form field, press the arrow, tab, or page keys. The cursor will advance directly to the next field.

In order for the City to effectively evaluate the response, it is recommended for the Vendor to complete all fields and provide comments in areas where available. Responding just to a Yes/No checkbox could result in lower evaluations.

Attach any supplemental information to the end of each section as directed.

Table of Contents

Section One - Qualifications and References3
PROJECT ORGANIZATION3
PRIMARY VENDOR / INTEGRATOR INFORMATION4
PRIMARY VENDOR / INTEGRATOR REFERENCES5
GENERAL QUESTIONS6
Section Two - Functional Requirements Response10
Section Two - Functional Exceptions / Comments / Clarifications10
Section Two - Vendor Supplemental Information13
Section Three - Infrastructure Requirements14
Section Three - Vendor Supplemental Information16
Section Four - Maintenance and Support Requirements Response Form17
Section Four - Vendor Supplemental Information19
Section Five – Acceptance Testing Requirements Response Form20
Section Five - Vendor Supplemental Information21
Section Six - Implementation Requirements Response Form22
Section Six - Vendor Supplemental Information25
Section Seven – Contract and Insurance Requirements & Forms26
Section Eight - Price Proposal27
Vendor-Hosted SaaS Summary Sheet: Project Charges28
Section 8.1 Annual Subscription Costs29
Section 8.2 Additional Subscription/Hosting Services30
Section 8.3 Training31
Section 8.4 Services Description32

Section One - Qualifications and References

Please complete the forms below.

PROJECT ORGANIZATION

RESPONSE

NAME OF PRIMARY VENDOR/INTEGRATOR:
_____________
Principal Contact Person:
_____________
Address 1:
_____________
Address 2:
_____________
Address 3:
_____________
Phone Number:
_____________
E-mail:
_____________
NAME OF INDIVIDUAL PROJECT MANAGER:
_____________
Phone Number:
_____________
E-mail:
_____________
LOCATION OF PROJECT OFFICE:
_____________

NAME OF ERP SOFTWARE VENDOR[footnoteRef:1]: [1: If different from Prime Vendor]

Principal Contact Person:
_____________
Address 1:
_____________
Address 2:
_____________
Address 3:
_____________
Phone Number:
_____________
E-mail:
_____________

Section One - Qualifications and References Response Form

PRIMARY VENDOR / INTEGRATOR INFORMATION

RESPONSE

SYSTEM EXPERIENCE OF FIRM

Years in ERP software development/integration business:
_____________
Total number of ERP systems installed in company history:
_____________
Total number of systems installed in Florida municipalities/counties:
_____________
Total number of systems installed and currently live:
_____________

FIRM EMPLOYEES involved in ERP System:

National:
_____________
Local (within 50 miles of the City):
_____________
Total Full Time Employees:
_____________
Total Part Time/Contract Employees:
_____________

PROPOSED PROJECT MANAGER

Proposed Project Manager:
_____________
Project Manager Resume Provided (Mark “X”)?
|_|
Home office of Project Manager:
_____________

FIRM FINANCIALS

Last Year’s Total Revenue
_____________
Percentage of revenue from ERP System Implementations:
_____________
Percentage of revenue from ERP System Maintenance/SaaS Fees:
_____________
Percentage of revenue from other sources:
_____________
List principal other sources:
_____________
Average annual growth over the last 5 years:
_____________
Financial Statements Enclosed: (Mark “X”)?
|_|

LAWSUITS

Number of lawsuits filed against the firm in the past five years:
_____________

Description/Status of lawsuits: *

Have any of these lawsuits involved a Municipal or County Government, Court or Public Safety Agency?
|_| Yes|_| No
If Yes, Which?
_____________

Section One - Qualifications and References Response Form

PRIMARY VENDOR / INTEGRATOR REFERENCES

Please give system integration client references which have been clients for at least one year, preferably Florida municipalities.

RESPONSE

1. CUSTOMER NAME:
_____________
CUSTOMER LOCATION:
_____________
POPULATION, if Government:
_____________
CUSTOMER CONTACT PERSON:
_____________
CUSTOMER PHONE NUMBER:
_____________
CUSTOMER CONTACT E-MAIL:
_____________
PROJECT DESCRIPTION:
_____________
2. CUSTOMER NAME:
_____________
CUSTOMER LOCATION:
_____________
POPULATION, if Government:
_____________
CUSTOMER CONTACT PERSON:
_____________
CUSTOMER PHONE NUMBER:
_____________
CUSTOMER CONTACT E-MAIL:
_____________
PROJECT DESCRIPTION:
_____________
3. CUSTOMER NAME:
_____________
CUSTOMER LOCATION:
_____________
POPULATION, if Government:
_____________
CUSTOMER CONTACT PERSON:
_____________
CUSTOMER PHONE NUMBER:
_____________
CUSTOMER CONTACT E-MAIL:
_____________
PROJECT DESCRIPTION:
_____________
4. CUSTOMER NAME:
_____________
CUSTOMER LOCATION:
_____________
POPULATION, if Government:
_____________
CUSTOMER CONTACT PERSON:
_____________
CUSTOMER PHONE NUMBER:
_____________
CUSTOMER CONTACT E-MAIL:
_____________
PROJECT DESCRIPTION:
_____________

Section One - Qualifications and References Response Form

GENERAL QUESTIONS

YES/NO or RESPONSE

1. Have you included all requested products, services and training in your response?
|_| / |_|
1a. If no, explain:
_____________
2. Will prices be firm for 270 days from date of submission?
|_| / |_|

3. When does the City begin incurring SaaS subscription expenses?

· At contract signing [e.g., all modules are charged upfront]; or
|_| / |_|
· At the beginning of implementation for the whole system [e.g., all modules are charged upfront]; or
|_| / |_|
· At the beginning of implementation for each module [e.g., SaaS payments begin at the start of each module implementation project];
|_| / |_|
· Per module go-live [e.g., SaaS payments begin per module when they are fully implemented at Go-live date]; or
|_| / |_|
· At final acceptance of the system [e.g., SaaS payments begin for the whole system at final acceptance]; or
|_| / |_|
· Other (please clarify).
_____________
4. What is the date the original application software was released?
___ / ___ / ___
5. How long have the present software version been on the market?
_____________
6. What City IT staffing do you recommend for ongoing support of your system? Please provide in full time equivalents (FTEs)? [Note this refers to ongoing maintenance and support requirements, not implementation]
_____________ FTEs
7. What is the name of the language in which software is written?
_____________
8. Was the system designed with a relational database management system? If so, which: (specify the database engine employed)
|_| / |_|
9. What tool is provided to the customer to develop queries of the database?
_____________
10. Who originally wrote the proposed software; Self, Agent, Licensor or Other?
_____________
11. How many customers are using the most current version, and for how long have they been users?
_____________
12. Are software maintenance prices stated to mean that all State and Federal mandated changes are included and maintained for the duration of proposed maintenance contract?
|_| / |_|
13. Will the City receive, at no additional cost, all enhancements, updates, and successor products for the licensed modules if the current application is rebranded, replaced, or migrated to a new platform while under an active subscription contract?
|_| / |_|

14. What is your charge (during the contract period) for additional system work?

· Programming
$_____________ per hour
· Training
$_____________ per hour
· Data Conversion
$_____________ per hour
15. Are all software changes provided to other customers incorporated into the next release of the product to be offered to the City?
|_| / |_|
16. How do you provide at rest encryption? Do you do it natively or through the operating system?
_____________
17. What standards do you use for encryption (e.g., FIPS 197, FIPS 140-2)?
_____________
18. How do you handle performance with encryption?
_____________

Section One - Vendor Supplemental Information

Please add any additional supplemental information in this section.

Section Two - Functional Requirements Response

Please complete the sections below.

Functional Response Forms

This section is part of the RFP and contains six (6) attachments in the form of an MS Excel spreadsheets (A2 -Functional Specification Response Forms).

Vendor shall prepare as part of their response the following in the Functional Exceptions / Clarifications form below:

· To provide an explanation for any requirement which is marked “EXPLANATION REQUIRED”.

· To provide additional explanation to the answer provided in the response block if the Vendor feels so compelled.

· To provide additional information about a feature which the Vendor believes is unique or a particular capability of the proposed product.

Section Two - Functional Exceptions / Comments / Clarifications

Spec #
Functional Exceptions / Comments / Clarifications
Cost ($)

Section Two - Vendor Supplemental Information

Please add any additional supplemental information or explanations in this section.

Section Three - Infrastructure Requirements

Please complete the forms below.

GENERAL QUESTIONS

YES/NO or RESPONSE

1. If the Vendor specifies any client device or connectivity requirements, will the Vendor warrant the software when those requirements are met?
|_| / |_|
2. What desktop OS does the system utilize?
_____________
3. What mobile OS does the system utilize?
_____________
4. Have you included requested system integration services?
|_| / |_|
5. Primary hosting service provider:
_____________
a. Data Center locations:
_____________
b. Description of cloud infrastructure and technology platform used:
_____________
c. Primary storage location of the City’s data:
_____________
d. Does the hosting provider utilize virtualization?
|_| / |_|
i. If yes, what software? (VM Ware or Hyper-V)
_____________
e. Network bandwidth that can be provided, and identify options for dedicated bandwidth:
_____________

6. Hosting Service Data Security

a. Dedicated, single-tenant environment?
|_| / |_|
i. If no, how will the City’s data be kept separated and secured from other systems?
_____________
b. Data ownership policy provided with proposal?
|_| / |_|
7. Dashboard web-portal provided for viewing load performance, user statistics, and problem records?
|_| / |_|
8. Describe Data Extraction Plan (including format and cost associated) for return of data and expungement from Vendor system in event of service termination.
_____________

Instructions

· Vendors must respond to all sections.

· Explanations are strongly encouraged.

RFP Reference
Description
Conform with Specs

Yes/No Comments

3.1
Introduction
3.2
System Architecture
|_| / |_|
3.2.1
Vendor-Hosted SaaS: Multi-Data Center Topology Diagram Included?
|_| / |_|
3.3
Hosting Environment
3.3.1
Hosting Environment for SaaS Proposals
3.3.1.1
SaaS: Hosting Provider and Infrastructure
|_| / |_|
3.3.1.2
SaaS: Data Security
|_| / |_|
3.3.1.3
SaaS: Disaster Recovery Management
|_| / |_|
3.3.1.4
SaaS: Identity Management
|_| / |_|
3.3.1.5
SaaS: Standards, Policies, and Regulatory Compliance
|_| / |_|
3.4
Integration Services
3.4.1
System Integration
|_| / |_|
3.4.1.1
Vendor-Hosted SaaS Solution Services
|_| / |_|
3.5
Reliability Requirements
|_| / |_|
3.6
Performance Requirements
|_| / |_|
3.7
End User Equipment
3.7.1
Desktop Workstations
|_| / |_|
3.7.2
Scanners
|_| / |_|
3.7.3
Field Automation Equipment
|_| / |_|
3.7.4
VDI Compatibility
|_| / |_|

Section Three - Vendor Supplemental Information

Section Four - Maintenance and Support Requirements Response Form

Please complete the sections below.

GENERAL QUESTIONS

YES/NO or RESPONSE

1. Will you guarantee to make available 5 years of support for the proposed application system?
|_| / |_|
2. Are annual application upgrades and enhancements included when maintenance is purchased?
|_| / |_|
3. Do you offer a "Help Line” for application system problems?
|_| / |_|
4. What is your guaranteed response time for an application “Help Line” Call? Specify different levels/tiers.
_____________
5. What is your average response time for a software maintenance call?
_____________
a. What hours of support are you offering?
_____________
b. What is the average wait time for support calls?
_____________
6. Location of primary support center
_____________
7. Sample Service Level Agreement (SLA) provided?
|_| / |_|

Instructions

· Vendors must respond to all sections.

· Explanations are strongly encouraged.

RFP Reference
Description
Conform with Specs

Yes/No Comments

4.2
General Maintenance Provisions
4.2.1
Vendor-Hosted SaaS Maintenance Provisions
|_| / |_|
4.3
Updates & Enhancements
|_| / |_|
4.4
System Maintenance
|_| / |_|
4.5
Support Requirements
|_| / |_|

Section Four - Vendor Supplemental Information

Section Five – Acceptance Testing Requirements Response Form

Please complete the form below and provide any details that will strengthen your response.

RFP Reference
Description
Conform with Specs

Yes/No Comments

5.2
Testing
|_| / |_|
5.2.1
Sample Acceptance Test Plan Included?
|_| / |_|
5.3
System Acceptance
|_| / |_|

Section Five - Vendor Supplemental Information

Section Six - Implementation Requirements Response Form

Please complete the form below.

GENERAL QUESTIONS

YES/NO or RESPONSE

1. What IT staffing do you recommend to support the implementation of your solution? [Note this refers to the implementation processes, not ongoing support]
_____________
2. What end user, department level staffing do you recommend for the implementation of your solution? Provide numbers for each individual department.
_____________

3. What documentation will you provide and in what format (electronic or other)?

· Application System Documentation
_____________
· User Operations Manual
_____________
4. How many hours of project management will you provide to the City?
_____________
5. Please identify what activities/tasks will be conducted onsite at the City for each module.
_____________
6. Have you attached your proposed Implementation Plan?
|_| / |_| _____________
7. Have you attached your proposed Gantt Chart for the implementation schedule?
|_| / |_| _____________

Data Migration Questions

1. Migration of the following data files is required:

· Chart of Accounts

· Vendor File

· 3 years of financial summary data.

It is expected that the conversion programs will be thoroughly tested, and that full data sets will be totally converted and loaded into the proposed solution during an evening or weekend.

Explain your process for data migration in full and what the City is responsible for.

|_| Yes |_| No

EXPLANATION REQUIRED:

2. Please check who is responsible for the following tasks:

· Cleanup of existing data
|_| Vendor |_| City
· Extraction of required data from the legacy system
|_| Vendor |_| City
· Inputting extracted data into the vendor’s format (e.g., Excel spreadsheets)
|_| Vendor |_| City
· Uploading the cleaned data into the vendor’s system
|_| Vendor |_| City
· Testing the data for errors and fixing them through the use of scripts
|_| Vendor |_| City
3. Do you provide programs/scripts for scrubbing data (e.g., addresses) prior to data migration?
|_| Yes |_| No
4. Provide information on vendor team utilized for conversion with their experience converting for similarly sized agencies.
5. Will the conversion process include mock conversions for testing?
|_| Yes |_| No
6. List acceptable data formats.
7. Explain the process for acceptance and remediation of issues following conversion:

Workflow Configuration Questions

1. Full vendor workflow/business process configuration is required. It is the responsibility of the Vendor to conduct thorough business analysis to identify workflows for all modules. Then the Vendor will be responsible for fully configuring the solution with input from the City.
|_| Yes |_| No
2. If the vendor is proposing another form of configuration (e.g., Vendor training with the City doing the configuration work), describe in detail how this process happens and how to ensure success of implemented business processes.
EXPLANATION REQUIRED:
3. What amount of City staffing are you requiring for this effort and approximately how long do you expect the full configuration to take (# of weeks)?
EXPLANATION REQUIRED:

Please complete the form below and provide any details that will strengthen your response.

RFP Reference
Description
Conform with Specs

Yes/No Comments

6.2
General Implementation Requirements
6.2.1
Conduct of Work
|_| / |_|
6.2.2
Use of Facilities
|_| / |_|
6.2.3
Qualifications of Implementation Staff
|_| / |_|
6.2.4
Documentation
|_| / |_|
6.3
Project Management

6.3.1

Coordination
|_| / |_|
6.3.2
Scheduling
|_| / |_|
6.4
Site Planning
|_| / |_|
6.5
Business Process Review
|_| / |_|
6.6
Pre-Configured System
|_| / |_|
6.7
Coordination Meetings
|_| / |_|
6.8
Phase-in Requirements
|_| / |_|
6.9
Data Migration
|_| / |_|
6.10
Training
6.10.1
Training Guidelines
|_| / |_|
6.10.2
System Training and Documentation Requirements
|_| / |_|
6.10.3
Training Schedule
|_| / |_|
6.10.4
Training Environment
|_| / |_|
6.10.5
Training Volumes
|_| / |_|
6.10.6
Ongoing Training
|_| / |_|
6.11
Implementation Approach
|_| / |_|
6.11.1
Proposed GANTT Chart and Implementation Plan Included?
|_| / |_|

Section Six - Vendor Supplemental Information

Section Seven – Contract and Insurance Requirements & Forms

Please complete the form below as necessary.

Spec #
Contractual Requirements/Terms and Conditions Exceptions

Section Eight - Price Proposal

Please complete the forms on the following pages to provide your Price Proposal. Vendor shall identify the software and services required to support their Statement of Work.

Instructions

· Vendors must respond to all sections of the Vendor-Hosted SaaS Summary Sheet.

Vendor-Hosted SaaS Summary Sheet: Project Charges

Please complete all sections as instructed.

Description

Charges

1.
Annual Subscription
$________
Annual

- Annual Escalation

________%
Per year

(Detail on A1 Proposal Response Forms Section 8.1)

2.
Additional Subscription/Hosting Services
$________
Annual

(Detail on A1 Proposal Response Forms Section 8.2)

3.
Training
$________
Complete

(Detail on A1 Proposal Response Forms Section 8.3)

Project Hours

4.
Services (Provide a brief description of the services that will be provided in A1 Proposal Response Forms Section 8.4)
1. Requirements Planning and Design
________
$________
Complete
2. Business Process Engineering
________
$________
Complete
3. Workflow Configuration
________
$________
Complete
4. Systems Engineering
________
$________
Complete
5. Project Management
________
$________
Complete
6. Interfaces (Total)
________
$________
Complete
7. Data Conversion
________
$________
Complete
8. Testing
________
$________
Complete

9. Travel Expenses

$________
Complete

10. Delivery/Handling

$________
Complete
11. Other _________________
________
$________
Complete
12. Other _________________
________
$________
Complete
13. Other _________________
________
$________
Complete
14. Other _________________
________
$________
Complete
15. Other _________________
________
$________
Complete
16. Other _________________
________
$________
Complete
17. Other _________________
________
$________
Complete
Total Services:
________
$________

Total Project:

Discount:

Total Project with Discount:

Section 8.1 Annual Subscription Costs

Please list all software modules included in your proposal. Use additional sheets as required and number all pages. Provide breakdown of 5-year SaaS subscription costs. Transfer the total, 1st year cost and annual escalation percentage to Summary Sheet, Line 1 – Annual Subscription.

Year 1
Year 2
Year 3
Year 4
Year 5

Applications

Finance Module

_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________

HR Module

_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________

UB Module

_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
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$__________
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$__________
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_______________________
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$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
Total Annual SaaS Cost:
$__________
$__________
$__________
$__________
$__________

Total 5-Year SaaS Cost:

Section 8.2 Additional Subscription/Hosting Services

Please list all other associated hosting costs included in your proposal. Use additional sheets as required and number all pages. Provide breakdown of 5-year SaaS subscription costs. Transfer the total, 1st year cost and annual escalation percentage to Summary Sheet, Line 2 – Annual Subscription.

Year 1
Year 2
Year 3
Year 4
Year 5

Other Subscription/Hosting Services

_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
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$__________
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$__________
_______________________
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$__________
$__________
$__________
_______________________
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$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
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_______________________
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_______________________
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_______________________
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_______________________
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_______________________
$__________
$__________
$__________
$__________
$__________
_______________________
$__________
$__________
$__________
$__________
$__________
Total Annual SaaS Cost:
$__________
$__________
$__________
$__________
$__________
Total 5-Year SaaS Cost:
$__________

Section 8.3 Training

Please provide detail regarding proposed application and operating software training, including system administration, and summarize on Summary Sheet, Line 4. Training.

Class Description
Max

Class Size

Number of Classes
Hours/

Class Charge $

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$_________
Total
$__________

Section 8.4 Services Description

Provide pricing for services required to implement the product.

Service
Description
Charge $
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$__________
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$__________
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$__________
Total
$__________

THE CITY OF COCOA, FL | 3

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File details come from the government source that posted it. Updated .