Exhibit_B_-_Pricing_Proposal_Form.xlsx

XLSX spreadsheet 30 KB Posted

Attached to
RFQ: Cloud-Based Enterprise Resource Planning (ERP) System and Implementation Services State and local contract opportunity
Solicitation number
2026-RFQ-056
Issued by
North Carolina

About this file

This is a Pricing Proposal Form for a cloud-based Enterprise Resource Planning (ERP) system procurement by the Town of Mooresville, North Carolina (RFQ 2026-RFQ-056). Vendors must complete the pricing workbook across six tabs covering software licensing, implementation services, ongoing support, and optional modules over a five-year evaluation period. The proposal form requires vendors to enter all-inclusive pricing in US dollars across core functional areas including Core Financials (ERP), Financial Planning & Analysis/Budgeting, Human Resources & Payroll (HCM), Utility Billing, Parks & Recreation, and Point of Sale (POS). The workbook automatically calculates a five-year Total Cost of Ownership (TCO) summary based on vendor inputs, with pricing structures separated into annual SaaS subscription fees, one-time implementation professional services fees (including project management, system configuration, data migration, testing, training, and go-live support), and post-go-live annual support and maintenance costs beginning in Year 1 or Year 2.

Vendors must provide firm pricing valid for a minimum of 120 days from the proposal submission deadline and may propose optional add-on modules for the Town's evaluation based on budget and operational need. All pricing assumptions, exclusions, and implementation details must be documented in the Assumptions tab, including pricing basis (per named user, concurrent user, or flat fee), price escalation schedules, minimum subscription terms, early termination provisions, onsite versus remote delivery splits, and references to similar municipal implementations. Proposals with incomplete pricing will be deemed non-responsive, and vendors are explicitly prohibited from submitting separate pricing attachments or modifying the workbook structure, formulas, or column headers. The form requires vendor identification, ERP product name and version, preparer information, and proposal validity date.

View the file

Other files for this state and local contract opportunity

Other files attached to RFQ: Cloud-Based Enterprise Resource Planning (ERP) System and Implementation Services, newest first.
File Type Posted
RFQ:_Cloud-Based_Enterprise_Resource_Planning_(ERP)_System_and_Implementation_Services_(Addendum_#3_Revision).pdf PDF
Town_of_Mooresville_-_ERP_Pre-Proposal_Presentation.pdf PDF
Exhibit_A_-_Requirements_Fit_Form.xlsx XLSX spreadsheet

On GovTribe

Work with this file on GovTribe

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file

Text version

Instructions

EXHIBIT B — PRICING PROPOSAL FORM
Town of Mooresville, North Carolina | ERP System Procurement | 2026-RFQ-056
Instructions to Vendors
Vendors must review & complete the shaded (light blue) cells in each tab of this workbook. Enter pricing in US dollars. Do NOT modify the structure, formulas, or column headers of any tab. All prices should be firm for a minimum of 120 days from the proposal submission deadline. Pricing must be all-inclusive. Do not submit separate pricing attachments. Proposals with incomplete pricing will be deemed non-responsive. Use the Comments columns to explain assumptions, exclusions, or options available.
Tab 1: SummaryAuto-calculated 5-year Total Cost of Ownership summary. Review only — do not edit.
Tab 2: Software & LicensingAnnual SaaS subscription fees by module. Enter per-module pricing.
Tab 3: ImplementationOne-time professional services fees for implementation, data migration, and training by module.
Tab 4: Ongoing SupportAnnual post-go-live support, maintenance, and hosting fees.
Tab 5: Optional ModulesPricing for optional / add-on modules not included in the core proposal.
Tab 6: AssumptionsDocument all pricing assumptions, exclusions, and terms here.
Vendor / Company Name:
ERP Product Name:
Product Version:
Prepared By:
Date:
Proposal Valid Through:

1 - Summary (TCO)

EXHIBIT B — 5-YEAR TOTAL COST OF OWNERSHIP SUMMARY
All values auto-calculated from Tabs 2–5. Review only - DO NOT EDIT this sheet.
Cost CategoryYear 1Year 2Year 3Year 4Year 55-Year TotalNotes
Software / SaaS Subscription------Annual recurring
Implementation Services (one-time)--One-time in Year 1
Ongoing Support & Maintenance------Annual recurring
Optional Modules (if selected)------If applicable
TOTAL COST OF OWNERSHIP------Optional Modules not included
NOTE: Vendors must complete Tabs 2–5. Highlighted blue cells in each tab will flow into this summary.

2 - Software

TAB 2 — SOFTWARE SUBSCRIPTION / LICENSING FEES
Enter annual SaaS subscription fees per module. Include all users and required integrations.
NOTE: If your proposal does not cover one of these functional areas please leave blank. Please feel free to add rows as needed.
Module / Functional AreaYear 1 Annual FeeYear 2 Annual FeeYear 3 Annual FeeYear 4 Annual FeeYear 5 Annual Fee5-Year TotalPricing Model# of Users / LicensesNotes / Assumptions
CORE FINANCIALS (ERP)
-
-
-
-
FINANCIAL PLANNING & ANALYSIS (FP&A) / BUDGETING
-
-
-
-
HUMAN RESOURCES & PAYROLL (HCM)
-
-
-
-
UTILITY BILLING
-
-
-
PARKS & RECREATION
-
-
POINT OF SALE (POS)
-
-
-
TOTAL ANNUAL SOFTWARE COST------

3 - Implementation

TAB 3 — IMPLEMENTATION SERVICES (ONE-TIME FEES)
Enter estimated one-time professional services fees. Provide hours and rate where applicable.
NOTE: If your proposal does not cover one of these functional areas please leave blank. Please feel free to add/adjust rows as needed.
Implementation ServiceTotal FeeIncluded HoursBlended Rate ($/hr)Additional Hours Rate ($/hr)Not-to-Exceed FeeNotes / Assumptions
CORE FINANCIALS (ERP)
Project Managemet (change management)
System Configuration
Data Migration & Integrations
Testing
Training
Go-Live Support
FINANCIAL PLANNING & ANALYSIS (FP&A) / BUDGETING
Project Managemet (change management)
System Configuration
Data Migration & Integrations
Testing
Training
Go-Live Support
HUMAN RESOURCES & PAYROLL (HCM)
Project Managemet (change management)
System Configuration
Data Migration & Integrations
Testing
Training
Go-Live Support
UTILITY BILLING
Project Managemet (change management)
System Configuration
Data Migration & Integrations
Testing
Training
Go-Live Support
PARKS & RECREATION
Project Managemet (change management)
System Configuration
Data Migration & Integrations
Testing
Training
Go-Live Support
POINT OF SALE (POS)
Project Managemet (change management)
System Configuration
Data Migration & Integrations
Testing
Training
Go-Live Support

TOTAL IMPLEMENTATION COST -

4 - Ongoing Support

TAB 4 — ONGOING ANNUAL SUPPORT & MAINTENANCE FEES
Enter annual fees for post-go-live support. These fees begin in Year 1 (or Year 2 if included in implementation).
NOTE: If your proposal does not include a specific support or maintenance item please leave blank. Please feel free to add/adjust rows as needed.
Support / Maintenance ItemYear 1Year 2Year 3Year 4Year 55-Year TotalNotes / SLA Details
CLOUD HOSTING & INFRASTRUCTURE
-
-
HELP DESK & SUPPORT
-
-
PROFESSIONAL SERVICES (POST GO-LIVE)
-
-
TOTAL ANNUAL SUPPORT COST------

5 - Optional Modules

TAB 5 — OPTIONAL / ADD-ON MODULES
Provide pricing for optional modules. The Town will evaluate inclusion based on budget and need.
NOTE: Please feel free to add/adjust rows as needed.
Optional Module / Add-OnOne-Time Setup FeeYear 1 Annual FeeYear 2 Annual FeeYear 3 Annual FeeYear 4 Annual FeeYear 5 Annual Fee5-Year TotalIncluded in Base Proposal? (Y/N)Notes
-
-
-
-
-
-
-
-
-
-
-
-
-
TOTAL OPTIONAL COST-------

6 - Assumptions

TAB 6 — PRICING ASSUMPTIONS, EXCLUSIONS & TERMS
Document all assumptions underlying the pricing in this proposal. Town may ask for clarification.
General Pricing Assumptions
Pricing basis (per named user / per concurrent user / flat fee):
Number of users included in base pricing:
Price escalation schedule (annual % increase):
Minimum subscription term (years):
Early termination provisions:
Implementation Assumptions
Town staff FTE effort assumed (hours):
Onsite vs. remote delivery split:
Assumed number of go-live phases / waves:
Data conversion assumptions (years of history, source systems):
Assumptions about third-party integration complexity:
Exclusions from Proposal
Services or modules NOT included in this proposal:
Third-party software costs NOT included:
Infrastructure or hardware costs NOT included:
Other exclusions:
References to Similar Implementations
Reference client 1 (municipality, size, modules, go-live date):
Reference client 2 (municipality, size, modules, go-live date):
Reference client 3 (municipality, size, modules, go-live date):

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