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
| File | Type | Posted |
|---|---|---|
| RFQ:_Cloud-Based_Enterprise_Resource_Planning_(ERP)_System_and_Implementation_Services_(Addendum_#3_Revision).pdf | ||
| Town_of_Mooresville_-_ERP_Pre-Proposal_Presentation.pdf | ||
| Exhibit_A_-_Requirements_Fit_Form.xlsx | XLSX spreadsheet |
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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: Summary | Auto-calculated 5-year Total Cost of Ownership summary. Review only — do not edit. | |
| Tab 2: Software & Licensing | Annual SaaS subscription fees by module. Enter per-module pricing. | |
| Tab 3: Implementation | One-time professional services fees for implementation, data migration, and training by module. | |
| Tab 4: Ongoing Support | Annual post-go-live support, maintenance, and hosting fees. | |
| Tab 5: Optional Modules | Pricing for optional / add-on modules not included in the core proposal. | |
| Tab 6: Assumptions | Document 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 Category | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | 5-Year Total | Notes |
| 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 Area | Year 1 Annual Fee | Year 2 Annual Fee | Year 3 Annual Fee | Year 4 Annual Fee | Year 5 Annual Fee | 5-Year Total | Pricing Model | # of Users / Licenses | Notes / 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 Service | Total Fee | Included Hours | Blended Rate ($/hr) | Additional Hours Rate ($/hr) | Not-to-Exceed Fee | Notes / 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 Item | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | 5-Year Total | Notes / 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-On | One-Time Setup Fee | Year 1 Annual Fee | Year 2 Annual Fee | Year 3 Annual Fee | Year 4 Annual Fee | Year 5 Annual Fee | 5-Year Total | Included 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 .