Attachment B-DMS Cost Proposal.docx
DOCX document 93 KB Posted
- Attached to
- Document Management System (DMS)
- Solicitation number
- 17 027
- Issued by
- Wisconsin
About this file
This is a cost proposal attachment for RFP 17-030 issued by Walworth County, Wisconsin for the procurement of a Document Management System (DMS) software solution with associated implementation and support services. The proposal requests vendors to provide comprehensive pricing for enterprise-wide document management capabilities designed to improve records management, retention, indexing, workflow, and document access and retrieval across county departments. The cost proposal template requires vendors to detail software licensing fees, professional services costs including implementation, data conversion, interfaces, customization, training, and travel expenses across multiple project phases (design, build, testing, and go-live). Vendors must also provide pricing for ongoing annual subscription or maintenance fees for an eight-year period following implementation.
The cost proposal structure breaks down pricing into multiple components: product fees by module with per-user or concurrent user licensing options, professional services organized by implementation phase with hourly rates and estimated hours, training costs segmented by trainee type (project team, end users, and other staff), and travel and miscellaneous costs. The proposal requires vendors to specify payment terms, assumptions regarding maintenance and support fee calculations and annual growth caps, and whether the company accepts credit card payments. The template emphasizes detailed documentation of licensing basis, blended rate calculations across implementation phases, and comprehensive cost assumptions to facilitate vendor comparison and budget planning for the county's document management system deployment.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| 2017 Document Management System-Final.docx | DOCX document | |
| Exhibit D-DMS Technical Checklist.docx | DOCX document | |
| 2017 Document Management System-Addendum 2 -Web Version.doc | DOC document | |
| 2017 Document Management System-Addendum 3 - Web Version.doc | DOC document | |
| Attachment A-DMS Proposal Document.docx | DOCX document | |
| 2017 Document Management System-Addendum 1 Web Version.doc | DOC document | |
| Exhibit C-DMS Functional Checklist.docx | DOCX document |
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Text version
ATTACHMENT B
Cost Proposal
RFP 17-030
Document Management System (DMS) Walworth County June 27, 2017
Company Name:____________________________
Company FEIN #:____________________________
Payment Terms:_____________________________
Software, Professional Services and Maintenance Costs
Schedule 1: Summary
Summary of Total Software, Professional Services, and Maintenance Costs
| Cost Categories |
| Proposed Cost |
in RFP Explanation/Notes Attach additional sheets, if necessary
| Product Fees (Schedule 2) |
| $ |
Additional Professional Services (Schedules 3, 4, & 5)
| Implementation Services (Schedule 3) |
| $ |
| Data Conversion and Interfaces Estimate (Schedule 3) |
| $ |
| Training (Schedule 4) |
| $ |
| Travel and Other Costs (Schedule 5) |
| $ |
| Total Cost During Project Period |
| $ |
Ongoing Fees
| Period |
| Proposed Cost |
in RFP Explanation/Notes Attach additional sheets, if necessary
| Monthly or Annual Subscription Fees |
| $ |
| Year Two |
| $ |
| Year Three |
| $ |
| Year Four |
| $ |
| Year Five |
| $ |
| Year Six |
| $ |
| Year Seven |
| $ |
| Year Eight |
| $ |
Assumptions/Additional Comments
List here the maintenance & support starting point (e.g., 10% of license) and annual caps in growth (e.g., lower of x% per year or inflation).
Also list all other assumptions and use additional space if necessary.
Please check all cell formulas!!
10.1
Schedule 2: Fees
Detailed Fees By Module
| Modules Provided Directly by Vendor (1st Party) |
| Proposed Cost in RFP |
| Basis for |
Cost* # of Users/ Other**
| Fee Per User/Other |
| Explanation/Notes (if necessary)*** |
Document Management System Software
| Cost per user if applicable. |
| $ |
| Administrator Licenses (1) |
| $ |
| Supervision Licenses (1) |
| $ |
Other Costs
| List Price Subtotal |
| $ |
| Less Discount |
| $ |
| Discounted Subtotal |
| $ |
| List Price Subtotal |
| $ |
| Less Discount |
| $ |
| Discounted Subtotal |
| $ |
| Total Proposed Document Management System Software |
| $ |
*Indicate basis on which software is costed, e.g., concurrent user, named users, order lines
** # of users or other Quantity basis for licensing. This should be consistent with the "Basis for Licensing" column.
***Attach additional notes (if needed) to provide full explanation.
Schedule 3: Professional Services
Estimated Professional Services By Implementation Phase and Activity for Certification Process
1. Estimated Vendor Hours and Cost
| Data Conversion |
| Interfaces |
| Mods & Customizations |
| Custom Report Dev. |
| All Other Implementation Services |
| Total |
| Phase** |
| Hrs. |
| Rate* |
| Cost |
| Hrs. |
| Rate* |
| Cost |
| Hrs. |
| Rate* |
| Cost |
| Hrs. |
| Rate* |
| Cost |
| Hrs. |
| Rate* |
| Cost |
| Hrs. |
| Cost |
Design
Build (configure & code)
Testing & Go-Live
(add additional cells if needed)
Total
| $ |
| 0 |
| $ |
| 0 |
* Please use (and specify) the proposed blended rate for each phase.
**These are generic terms that should be able to correspond with any implementation methodology
2. Assumed County Hourly Participation (Please input the estimated "Hours" only)
| Data Conversion |
| Interfaces |
| Mods & Customizations |
| Custom Report Dev. |
| All Other Implementation Services |
| Total |
| Phase |
| Hrs. |
| Rate* |
| Cost |
| Hrs. |
| Rate* |
| Cost |
| Hrs. |
| Rate* |
| Cost |
| Hrs. |
| Rate* |
| Cost |
| Hrs. |
| Rate** |
| Cost |
| Hrs. |
| Cost |
Design
Build (configure & code)
Testing & Go-Live
(add additional cells if needed)
Total
Schedule 4: Training Costs - Estimated Cost of Training by Area***
1. Core Training Hours and Costs By Trainee**
| # of Students |
| Project Team |
Training Total County Project Team Training Hours Spent
| # of Students |
| Other Training* |
| Total County Other Training Hours Spent |
Class
| Hours |
| Cost/Hr. |
| Cost |
Class
| Hours |
| Cost/Hr. |
| Cost |
Total
Total
| # of Students |
| End User |
| Total County Hours Spent |
Class
| Hours |
| Cost/Hr. |
| Cost |
Total
Totals
Total Hours of Training Provided:
| Total Cost of Training Hours: |
| $ |
Total County Hours Spent on Training Activities:
*Please identify the nature of any “other” training proposed.
**If training sold only on a per-class basis, please indicate as such in “Assumptions/Additional Comments” box below.
Provide hours in table anyway.
***If training strategy includes use of generic introductory classes offered by the software vendor at off-site location please be sure to include the cost thereof.
2. Additional Training Costs
| Item |
| Quantity |
| Unit Cost |
| Total Cost |
| $ |
| $ |
| $ |
| $ |
| $ |
| $ |
| Grand Total |
| $ |
3. Total Training Costs
| Total Core Training Costs + Additional Training Costs |
| $ |
Schedule 5: Travel & Other Costs
Travel and Other Costs
| Phase I |
| Phase II |
| Phase III |
| Total |
| Category |
| Cost |
| Cost |
| Cost |
| Cost |
| $ |
| $ |
| $ |
| $ |
| $ |
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| $ |
| $ |
| Total |
| $ |
| $ |
| $ |
| $ |
Will your company accept payment with a credit card? Yes____ No____
If yes, how many days after receipt of invoice (or acceptance of services, whichever is later) payment must be processed to accept the credit card? _____ of days.
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