Attachment B_Vendor Cost Proposal.xlsx

XLSX spreadsheet 658 KB Posted

Attached to
ERP SYSTEM PROCUREMENT AND IMPLEMENTATION
Solicitation number
147330
Issued by
Riverside County, California

About this file

This is a Vendor Cost Proposal template for an ERP System Procurement and Implementation project in California. The template is designed for vendors to submit comprehensive pricing for ERP software, implementation services, and ongoing support across a ten-year evaluation period. Proposers must meet minimum qualifications, including five years of continuous experience providing public-sector ERP software and implementation services, and must be capable of delivering services either directly or through identified subcontractors and partners. The workbook contains multiple interconnected worksheets that automatically calculate costs and subtotals, requiring vendors to populate detailed information regarding software licenses, hosting arrangements, professional services, data conversion, travel expenses, and optional products or services.

The cost proposal template requires vendors to provide detailed breakdowns across several cost categories: licenses and ongoing maintenance costs, Software-as-a-Service (SaaS) or hosted infrastructure costs, professional services with hourly rates and quantities, conversion services with specific module assignments, and travel expenses supported by actual documentation and receipts. Vendors must identify the software solution name, specify whether the proposal is cloud-based or locally hosted, and define all modules and services proposed. The template automatically references and summarizes costs across multiple tabs, with the Summary tab consolidating one-time costs and annual costs across Years 1-10 and calculating grand totals. The workbook is protected to preserve formula integrity, though vendors may unprotect sheets to make modifications while accepting responsibility for maintaining calculation accuracy. Professional services hourly rates must be provided for potential additional services required during implementation.

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Attachment A_Eastvale ERP Requirements.docx DOCX document
26_117FIN ERP System Procurement Implementation.pdf PDF

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Main Index and Instructions

RFP Mandatory Price Sheet
ERP Systems, Implementation, and Ongoing Maintenance and Support Services
Instructions:

- Click on the tab of the worksheet you want to update.

- Fill out information in highlighted (white) cells.

- Insert or delete rows as needed - make sure to copy and paste formulas (in gray shaded cells) if you insert rows.

- When you have completed a worksheet, click on the Main Index Tab to return to this Index or select another worksheet by Tab.

NOTE: This workbook is setup with formulas to autocalulate costs, subtotal and total within individual tabs with references to individual tab subtotals in the Summary Tab.

It is also formatted for user friendly printing. Worksheets are protected without a password to prevent inadvertent modification or overwriting of the formulas and references. To modify an individual worksheet, unprotect the worksheet and make your modifications. If Proposer modifies a worksheet, Proposer is responsible for ensuring the integrity of the calculations, references and formatting.

Please review the 'Examples' Tab for expectations of the price sheets.

Make sure to complete ALL APPLICABLE WORKSHEETS for your proposal

Summary Enter the following in the white highlighted areas. All other data is automatically updated from the other worksheets.

- Proposer Name - Enter the name of your company

- Solution Name - Enter a descriptive name of the solution you are proposing

- SaaS - Enter 'Yes' if this is a Software as a Service (Cloud based) proposal. Enter 'No' if you are proposing a locally hosted solution.

- Software Proposed - Define the software being proposed.

NOTE: This list is used in the 'Licenses', 'SaaS-Hosting', 'Services', and 'Conversion' tab to summarize by Licenses in the 'Summary' tab.

- Modules Proposed - Define the Modules being proposed. This list is for vendors to identify more specific information regarding the Software Proposed.

NOTE: This list is reference in the 'Licenses', 'SaaS-Hosting', 'Services' and 'Conversion' tab

- Services Proposed - Define the Services being proposed.

NOTE: This list is referenced in the 'Services' tab to summarize by Services in the 'Summary' tab to summarize by Services in the 'Summary' tab.

LicensesProvide a detailed breakout of software pricing or other licensed products needed to meet the RFP requirements. Identify the number of user licenses being proposed and clearly describe the basis for licensing and method to justify number of licenses being proposed. NOTE: The 'Software' column in this tab references the 'Software Proposed' list in the 'Summary' tab. The 'Module' column in this tab references the 'Modules Proposed' list in the 'Summary' tab. Make sure to select a valid entry so that the 'Licenses and Ongoing Maintenance Costs' section in the 'Summary' tab will summarize correctly.
SaaS-HostingProvide a detailed breakout of software hosted pricing needed to meet the RFP requirements. NOTE: The 'Software' column in this tab references the 'Software Proposed' list in the 'Summary' tab. The 'Module' column in this tab references the 'Modules Proposed' list in the 'Summary' tab. Make sure to select a valid entry so that the 'Hosting Costs' section in the 'Summary' tab will summarize correctly.
ServicesIdentify the quantity, hourly rate, and total cost for all professional services needed to ensure a successful implementation. Proposers are encouraged to provide a breakdown of the service categories that will be provided to support the implementation to allow evaluators to understand the level of effort, resources, and cost of services. The amount for "Conversion" on the "Services" tab should match the total amount on the "Conversion" tab. NOTE: The 'Software' column in this tab references the 'Software Proposed' list in the 'Summary' tab. The 'Services' column in this tab references the 'Services Proposed' list in the Summary tab. The 'Module' column in this tab references the "Modules Proposed' list in the 'Summary' tab. Make sure to select a valid entry for these columns so that the 'Services Cost by Service' and 'Services cost by Software' sections in the 'Summary' tab will summarize correctly.
ConversionThe Conversion tab is required to be filled out. Provide a detail breakout of the conversion by Software and Module. The total amount on the 'Conversion' tab should match the 'Conversion' item on the 'Services' tab. NOTE: The 'Software' and 'Module' column in this tab references the 'Software Proposed' list in the Summary tab.
TravelIdentify the projected travel costs associated with Proposer’s implementation services including the anticipated number of trips, days of service per trip, and estimated per trip cost. The selected Proposer will be reimbursed based on actual trip expenses supported by receipts and documentation. NOTE: Projected 'Travel' costs must be listed on the 'Travel' tab and not combined with any other cost in another tab.
Optional ProductsIdentify any optional product offerings that may be of interest that the Proposer would like to recommend.
Optional ServicesIdentify any optional service offerings that may be of interest that the Proposer would like to recommend.
Professional ServicesProvide hourly pricing for additional services that may be required during the implementation. If necessary, these rates will be used to purchase additional services.

ERP Standard Price Sheet Template

Examples There are multiple examples on this tab. Please scroll across to view the examples.

ERP Standard Price Sheet Template

This list can be modified to be specific to the vendors software names.

This list is for vendors to provide more specific names/information about the modueles proposed.

This list can be modified to be specific to the vendors services names. However, the City expects to see at a minimum pricing these items listed or the vendor's equivalent.

On the "Licenses" tab, the City expects to see the software and modules associated identified.

On the "Services" tab, the City expects to see the service, software and module identified. This example also applies to the "Optional Services" tab. Travel should not be included on this tab. The sum from the "Conversion Detail" tab should match the total "Conversion" service on this tab.

On the "Conversion" tab, the City expects to see the software and module associated with Conversion services stated on the Services Tabs. The city expects to see the hours and rate for each conversion item . The sum of this table should match the Conversion cost on the Services tab.

Summary Solution Pricing Summary

Proposer Name:Sample VendorSaaS (Yes/No):Yes
Solution Name:Sample Software
Solution Pricing SummaryOne TimeYear 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 9Year 10Grand Total
Licenses and Ongoing Maintenance Costs Subtotal$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Hosting Costs Subtotal$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Services Costs Subtotal$ - 0$ - 0
Travel Costs Subtotal$ - 0$ - 0
Total Solution Cost$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Optional Products Subtotal$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Optional Services Costs Subtotal$ - 0$ - 0
Total Solution Cost with Options$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Licenses and Ongoing Maintenance Costs by SoftwareOne TimeYear 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 9Year 10Grand Total
Finance$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 1$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 2$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 3$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 5$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 6$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 8$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Licenses and Ongoing Maintenance Costs$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
OKOKOKOKOKOKOKOKOKOKOKOK
Hosting Costs by SoftwareYear 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 9Year 10Grand Total
Finance$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 1$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 2$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 3$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 5$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 6$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Other 8$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Hosting Costs$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
OKOKOKOKOKOKOKOKOKOKOK
Services Costs by ServiceOne TimeServices Costs by SoftwareOne Time
Project Management$ - 0Finance$ - 0
Configuration$ - 0Other 1$ - 0
Conversion$ - 0Other 2$ - 0
Interface Development$ - 0Other 3$ - 0
Post - Implementation Support$ - 0Other 4$ - 0
Report Development$ - 0Other 5$ - 0
Testing$ - 0Other 6$ - 0
Training and Documentation$ - 0Other 7$ - 0
Other 1$ - 0Other 8$ - 0
Services Costs$ - 0Services Costs$ - 0
OKOK

Software Proposed: Modules Proposed:

Lopez, Karla: NOTE:

These are samples of modules for Proposers reference only. Please update as appropriate for your firm's Proposal. This will be required and be reflected in other tabs per instructions at "Main Index and Instructions" tab.Services Proposed:
FinanceGeneral Ledger / AccountingProject Management
Other 1BudgetingConfiguration
Other 2Vendor ManagementConversion
Other 3Procurement/PurchasingInterface Development
Other 4Contract ManagementPost - Implementation Support
Other 5Accounts PayableReport Development
Other 6Fixed Assets ManagementTesting
Other 7General Billing/ARTraining and Documentation
Other 8Grant ManagementOther 1
Project Management
Inventory Management
Bank Management and Reconciliaton
Other 13
Other 14
Other 15
Other 16
Other 17
Other 18
Other 19
Other 20

Licenses Proposer Name: Sample Vendor Solution Name: Sample Software

Licenses and Ongoing Maintenance Costs
SoftwareModule# of Licenses2Cost/ LicenseOne Time CostYear 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 9Year 10Grand TotalRef #
$ - 0$ - 0LIC-1
$ - 0$ - 0LIC-2
$ - 0$ - 0LIC-3
$ - 0$ - 0LIC-4
$ - 0$ - 0LIC-5
$ - 0$ - 0LIC-6
$ - 0$ - 0LIC-7
$ - 0$ - 0LIC-8
$ - 0$ - 0LIC-9
$ - 0$ - 0LIC-10
$ - 0$ - 0LIC-11
$ - 0$ - 0LIC-12
$ - 0$ - 0LIC-13
$ - 0$ - 0LIC-14
$ - 0$ - 0LIC-15
$ - 0$ - 0LIC-16
$ - 0$ - 0LIC-17
$ - 0$ - 0LIC-18
$ - 0$ - 0LIC-19
$ - 0$ - 0LIC-20
$ - 0$ - 0LIC-21
$ - 0$ - 0LIC-22
$ - 0$ - 0LIC-23
$ - 0$ - 0LIC-24
$ - 0$ - 0LIC-25
$ - 0$ - 0LIC-26
$ - 0$ - 0LIC-27
$ - 0$ - 0LIC-28
$ - 0$ - 0LIC-29
$ - 0$ - 0LIC-30
$ - 0$ - 0LIC-31
$ - 0$ - 0LIC-32
$ - 0$ - 0LIC-33
$ - 0$ - 0LIC-34
$ - 0$ - 0LIC-35
$ - 0$ - 0LIC-36
$ - 0$ - 0LIC-37
$ - 0$ - 0LIC-38
$ - 0$ - 0LIC-39
$ - 0$ - 0LIC-40
Total Licenses and Ongoing Maintenance Costs$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Check to Summary Tab ->OKOKOKOKOKOKOKOKOKOKOKOK
Group by Software
1 - Enter name of Module for software listed or description. If 'Other' entered for software, enter name of product or describe product in the notes
2 - If Unlimited Licenses, enter "Unlim" in "# of Licenses" and enter total cost in "Cost/License"
3 - Notes and Assumptions (use Note # to correspond to table above)

<Enter notes and assumptions>

SaaS-Hosting Proposer Name: Sample Vendor Solution Name: Sample Software

Hosting Costs
SoftwareModuleYear 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 9Year 10Grand TotalRef #
$ - 0SaaS-1
$ - 0SaaS-2
$ - 0SaaS-3
$ - 0SaaS-4
$ - 0SaaS-5
$ - 0SaaS-6
$ - 0SaaS-7
$ - 0SaaS-8
$ - 0SaaS-9
$ - 0SaaS-10
$ - 0SaaS-11
$ - 0SaaS-12
$ - 0SaaS-13
$ - 0SaaS-14
$ - 0SaaS-15
$ - 0SaaS-16
$ - 0SaaS-17
$ - 0SaaS-18
$ - 0SaaS-19
$ - 0SaaS-20
$ - 0SaaS-21
$ - 0SaaS-22
$ - 0SaaS-23
$ - 0SaaS-24
$ - 0SaaS-25
$ - 0SaaS-26
$ - 0SaaS-27
$ - 0SaaS-28
$ - 0SaaS-29
$ - 0SaaS-30
$ - 0SaaS-31
$ - 0SaaS-32
$ - 0SaaS-33
$ - 0SaaS-34
$ - 0SaaS-35
$ - 0SaaS-36
$ - 0SaaS-37
$ - 0SaaS-38
$ - 0SaaS-39
$ - 0SaaS-40
Total Hosting Costs$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
OKOKOKOKOKOKOKOKOKOKOK
Group by Vendor and Software
1 - Enter name of Module for software listed or description. If 'Other' entered for software, enter name of product or describe product in the notes
2 - Notes and Assumptions (use Note # to correspond to table above)

Services Proposer Name: Sample Vendor Solution Name: Sample Software

Services Costs
ServiceSoftwareModule# of Hours1Rate/ HourOne Time CostRef #
$ - 0SVC-1
$ - 0SVC-2
$ - 0SVC-3
$ - 0SVC-4
$ - 0SVC-5
$ - 0SVC-6
$ - 0SVC-7
$ - 0SVC-8
$ - 0SVC-9
$ - 0SVC-10
$ - 0SVC-11
$ - 0SVC-12
$ - 0SVC-13
$ - 0SVC-14
$ - 0SVC-15
$ - 0SVC-16
$ - 0SVC-17
$ - 0SVC-18
$ - 0SVC-19
$ - 0SVC-20
$ - 0SVC-21
$ - 0SVC-22
$ - 0SVC-23
$ - 0SVC-24
$ - 0SVC-25
$ - 0SVC-26
$ - 0SVC-27
$ - 0SVC-28
$ - 0SVC-29
$ - 0SVC-30
$ - 0SVC-31
$ - 0SVC-32
$ - 0SVC-33
$ - 0SVC-34
$ - 0SVC-35
$ - 0SVC-36
$ - 0SVC-37
$ - 0SVC-38
$ - 0SVC-39
$ - 0SVC-40
Total Services Costs- 0$ - 0
Check to Summary Tab ->OK
Group by Service
1 - Enter name of Software and Module for services listed. If 'Other' entered for service, enter name of product or describe product in the notes
2 - If Flat Rate for service, enter "Flat" in "# of Hours" and enter total cost in "Rate/Hour"
3 - Notes and Assumptions (use Note # to correspond to table above)

Conversion Detail Proposer Name: Sample Vendor Solution Name: Sample Software

Conversion Costs
ServiceSoftwareModule# of Hours1Rate/ HourCostRef #
$CON-1
$ - 0CON-2
$ - 0CON-3
$ - 0CON-4
$ - 0CON-5
$ - 0CON-6
$ - 0CON-7
$ - 0CON-8
$ - 0CON-9
$ - 0CON-10
$ - 0CON-11
$ - 0CON-12
$ - 0CON-13
$ - 0CON-14
$ - 0CON-15
$ - 0CON-16
$ - 0CON-17
$ - 0CON-18
$ - 0CON-19
$ - 0CON-20
$ - 0CON-21
$ - 0CON-22
$ - 0CON-23
$ - 0CON-24
$ - 0CON-25
$ - 0CON-26
$ - 0CON-27
$ - 0CON-28
$ - 0CON-29
$ - 0CON-30
$ - 0CON-31
$ - 0CON-32
$ - 0CON-33
$ - 0CON-34
$ - 0CON-35
$ - 0CON-36
$ - 0CON-37
$ - 0CON-38
$ - 0CON-39
$ - 0CON-40
Subtotal Conversion - Detail$ - 0
Group by Service and Software
1 - If Flat Rate for service, enter "Flat" in "# of Hours" and enter total cost in "Rate/Hour"
2 - Enter name of Module for software listed or description. If 'Other' entered for software, enter name of product or describe product in the notes
3 - Notes and Assumptions (use Note # to correspond to table above)

Conversion Drop Down List Conversion - Detail

Travel Sample Vendor Sample Software

Travel Costs
Trip Description# of TripsCost Per TripTotalRef #
$ - 0TVL-1
$ - 0TVL-2
$ - 0TVL-3
$ - 0TVL-4
$ - 0TVL-5
$ - 0TVL-6
$ - 0TVL-7
$ - 0TVL-8
$ - 0TVL-9
$ - 0TVL-10
$ - 0TVL-11
$ - 0TVL-12
$ - 0TVL-13
$ - 0TVL-14
$ - 0TVL-15
$ - 0TVL-16
$ - 0TVL-17
$ - 0TVL-18
$ - 0TVL-19
$ - 0TVL-20
Total Travel Costs- 0$ - 0$ - 0
Check to Summary Tab ->OK
1- Notes and Assumptions (use Note # to correspond to table above)

Optional Services Proposer Name: Sample Vendor Solution Name: Sample Software

Optional Services Costs
ServiceSoftwareModule# of Hours1Rate/HourOne Time CostRef #
$ - 0OPS-1
$ - 0OPS-2
$ - 0OPS-3
$ - 0OPS-4
$ - 0OPS-5
$ - 0OPS-6
$ - 0OPS-7
$ - 0OPS-8
$ - 0OPS-9
$ - 0OPS-10
$ - 0OPS-11
$ - 0OPS-12
$ - 0OPS-13
$ - 0OPS-14
$ - 0OPS-15
$ - 0OPS-16
$ - 0OPS-17
$ - 0OPS-18
$ - 0OPS-19
$ - 0OPS-20
Total Optional Services Costs- 0$ - 0
Check to Summary Tab ->OK
Group by Service
1 - If Flat Rate for service, enter "Flat" in "# of Hours" and enter total cost in "Rate/Hour"
2 - Notes and Assumptions (use Note # to correspond to table above)

Optional Products Proposer Name: Sample Vendor Solution Name: Sample Software

Optional Products
SoftwareModule# of Licenses2Cost/ LicenseOne Time CostYear 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 9Year 10Grand TotalRef #
$ - 0$ - 0OPP-1
$ - 0$ - 0OPP-2
$ - 0$ - 0OPP-3
$ - 0$ - 0OPP-4
$ - 0$ - 0OPP-5
$ - 0$ - 0OPP-6
$ - 0$ - 0OPP-7
$ - 0$ - 0OPP-8
$ - 0$ - 0OPP-9
$ - 0$ - 0OPP-10
$ - 0$ - 0OPP-11
$ - 0$ - 0OPP-12
$ - 0$ - 0OPP-13
$ - 0$ - 0OPP-14
$ - 0$ - 0OPP-15
$ - 0$ - 0OPP-16
$ - 0$ - 0OPP-17
$ - 0$ - 0OPP-18
$ - 0$ - 0OPP-19
$ - 0$ - 0OPP-20
Total Optional Products$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Check to Summary Tab ->OK
Group by Software
1 - Enter name of Module for software listed or description. If 'Other' entered for software, enter name of product or describe product in the notes
2 - If Unlimited Licenses, enter "Unlim" in "# of Licenses" and enter total cost in "Cost/License"
3 - Notes and Assumptions (use Note # to correspond to table above)

Professional Services Sample Vendor Sample Software

Professional Services Rates
Resource CategoryHourly RateRef #
PSV-1
PSV-2
PSV-3
PSV-4
PSV-5
PSV-6
PSV-7
PSV-8
PSV-9
PSV-10
PSV-11
PSV-12
PSV-13
PSV-14
PSV-15
PSV-16
PSV-17
PSV-18
PSV-19
PSV-20

1 - Notes and Assumptions (use Note # to correspond to table above) image1.png image2.png image3.png image4.png

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