Submittal_Form_G_SOALAW_Cost_Proposal.xlsx
XLSX spreadsheet 42 KB Posted
- Attached to
- Legal Matter Management System
- Solicitation number
- Not on record
- Issued by
- Anchorage Municipality, Alaska
About this file
This is a Cost Proposal Submittal Form (Form G) for the State of Alaska, Department of Law, Civil Division's Legal Matter Management System (LMMS) modernization initiative. The solicitation seeks a secure, scalable, cloud-based case management system designed for public sector legal operations with integrated timekeeping, billing, and financial management capabilities. Proposals must be submitted by email to 03procurement@alaska.gov no later than 2:00 p.m. on May 8th, 2026. The procurement is managed by Jedediah Smith, Procurement Officer. Prospective offerors must register with the Procurement Officer to receive subsequent amendments; failure to register may result in bid rejection.
The cost proposal workbook requires offerors to provide transparent five-year total cost of ownership pricing across multiple categories: licensing and subscription fees (segmented by user types including attorneys, paralegals, finance staff, administrators, and external users); modules and add-ons such as document automation, advanced reporting, knowledge management, and API integration; one-time and milestone-based implementation services; annual support and maintenance; hosting and operations; and optional services. Offerors must document all pricing assumptions, exclusions, third-party costs, and consumption limits. The workbook includes sections for professional services rate cards by role level, implementation timelines, and hosting model specifications (SaaS, hosted, or other). No specific funding amounts, set asides, or incumbent information is detailed in this submittal form; the form functions as the pricing template for responses to the broader RFP.
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Text version
Instructions
| Submittal Form G, State of Alaska, Civil Division Case Management System Cost Workbook | |
| Purpose | Offerors shall complete this workbook to provide transparent pricing for licensing/subscription, implementation, support, optional services, and five-year total cost of ownership. |
| Completion Instructions | |
| • | Complete all yellow input cells. Leave formula cells unchanged. |
| • | Use one row per priced component. Add rows if needed and copy adjacent formulas as applicable. |
| • | Enter recurring software, hosting, and support costs in the recurring-cost tabs by year. |
| • | Enter one-time and milestone-based implementation fees in the Implementation tab. |
| • | Identify optional services separately; they are not included in Base TCO unless specifically added. |
| • | Use the Rate Card tab for any time-and-materials or incremental work rates. |
| • | Document all pricing assumptions, exclusions, third-party costs, and consumption limits in Vendor Info and Assumptions. |
| Color and Content Legend | |
| Blue text | Offeror inputs / changeable pricing assumptions |
| Black text | Formulas / calculations |
| Green text | Cross-sheet references |
| Gray text | Static labels / instructions |
| Orange text | Review / caution notes |
| Yellow fill | Cells expected to be completed by the Offeror |
Vendor Info Vendor and Proposal Information
| Offeror legal name | [Enter offeror name] |
| Proposed solution name | [Enter product / platform name] |
| Proposal date | [Enter date] |
| Hosting model | [SaaS / hosted / other] |
| Primary contact | [Name / title] |
| [Email] | |
| Phone | [Phone] |
| Implementation term assumption | [e.g., 12 months] |
| Warranty / hypercare assumption | [e.g., 60 days included] |
| Pricing validity period | [e.g., 180 days] |
| Pricing Basis Summary | |
| Named user assumptions and role tiers | [Enter assumption / basis] |
| Environment assumptions (prod / test / training / sandbox) | [Enter assumption / basis] |
| Storage assumptions and overage pricing basis | [Enter assumption / basis] |
| Third-party or pass-through products included in proposal | [Enter assumption / basis] |
| Travel and expense assumptions | [Enter assumption / basis] |
| Key exclusions or client dependencies | [Enter assumption / basis] |
Pricing Summary Form G: Cost Proposal Five-Year Pricing Summary
Base Pricing Summary
| Licensing / Subscription | ERROR:#VALUE! |
| Implementation Services | - |
| Support / Operations | ERROR:#VALUE! |
| Base Five-Year TCO | ERROR:#VALUE! |
| Optional Services (not included in Base TCO) | - |
| Total incl. Optional Services | ERROR:#VALUE! |
| Year-by-Year Base Cost View | ||||||
| Category | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | 5-Year Total |
| Licensing / Subscription | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! |
| Implementation Services | - | - | - | - | - | - |
| Support / Operations | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! |
| Base Cost Total | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! |
| Offeror Completeness Check | |
| Vendor_Info completed | [Review] |
| All core pricing tabs completed | [Review] |
| Assumptions / exclusions documented | [Review] |
| Optional services clearly separated | [Review] |
Licensing Subscription
| Licensing / Subscription Pricing | |||||||||||||||||||
| Category | Line Item | Description / Assumption | Unit | Qty Y1 | Unit Price Y1 | Ext. Y1 | Qty Y2 | Unit Price Y2 | Ext. Y2 | Qty Y3 | Unit Price Y3 | Ext. Y3 | Qty Y4 | Unit Price Y4 | Ext. Y4 | Qty Y5 | Unit Price Y5 | Ext. Y5 | 5-Year Total |
| Platform and core subscriptions | |||||||||||||||||||
| Platform and core subscriptions | Base platform subscription | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Platform and core subscriptions | Attorney / professional users | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Platform and core subscriptions | Paralegal / legal assistant users | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Platform and core subscriptions | Finance / billing users | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Platform and core subscriptions | Administrator / IT users | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Platform and core subscriptions | External / limited-access users | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Modules and add-ons | |||||||||||||||||||
| Modules and add-ons | Document automation | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Modules and add-ons | Advanced reporting / analytics | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Modules and add-ons | Knowledge management / precedent library | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Modules and add-ons | API / integration platform | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Modules and add-ons | Additional storage | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Modules and add-ons | OCR / scan / ingestion module | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Other recurring software | |||||||||||||||||||
| Other recurring software | Third-party pass-through products | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Other recurring software | Other recurring component 1 | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Other recurring software | Other recurring component 2 | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Tab Total | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! |
Implementation
| Implementation Services Pricing | |||||||||
| Workstream | Task / Deliverable | Milestone / Basis | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | 5-Year Total | Notes |
| Project management and governance | |||||||||
| Project management and governance | Project initiation / kickoff | - | |||||||
| Project management and governance | Project management and status reporting | - | |||||||
| Project management and governance | Solution design confirmation | - | |||||||
| Configuration and build | |||||||||
| Configuration and build | Core configuration | - | |||||||
| Configuration and build | Workflow / business rules | - | |||||||
| Configuration and build | Security roles / ethical walls | - | |||||||
| Configuration and build | Document templates / forms | - | |||||||
| Configuration and build | Reporting and dashboards | - | |||||||
| Migration and integration | |||||||||
| Migration and integration | Data profiling and mapping | - | |||||||
| Migration and integration | Mock conversions | - | |||||||
| Migration and integration | Production conversion | - | |||||||
| Migration and integration | Microsoft 365 integration | - | |||||||
| Migration and integration | Accounting / Financial / Human Resources (IRIS) | - | |||||||
| Migration and integration | Jotform Integration | - | |||||||
| Migration and integration | State of Alaska, Court System TruFiling | ||||||||
| Readiness and deployment | |||||||||
| Readiness and deployment | System / integration testing support | - | |||||||
| Readiness and deployment | User acceptance testing support | - | |||||||
| Readiness and deployment | Training development and delivery | - | |||||||
| Readiness and deployment | Go-live / cutover support | - | |||||||
| Readiness and deployment | Hypercare stabilization | - | |||||||
| Commercial items | |||||||||
| Commercial items | Travel and expenses (if billable) | - | |||||||
| Commercial items | Other implementation item 1 | - | |||||||
| Commercial items | Other implementation item 2 | - | |||||||
| Tab Total | - | - | - | - | - | - |
Support Operations
| Support / Operations Pricing | |||||||||||||||||||
| Category | Line Item | Description / Assumption | Unit | Qty Y1 | Unit Price Y1 | Ext. Y1 | Qty Y2 | Unit Price Y2 | Ext. Y2 | Qty Y3 | Unit Price Y3 | Ext. Y3 | Qty Y4 | Unit Price Y4 | Ext. Y4 | Qty Y5 | Unit Price Y5 | Ext. Y5 | 5-Year Total |
| Annual support and maintenance | |||||||||||||||||||
| Annual support and maintenance | Standard support and maintenance | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Annual support and maintenance | Premium / enhanced support | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Annual support and maintenance | Named technical account manager | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Hosting and operations | |||||||||||||||||||
| Hosting and operations | Hosting / infrastructure | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Hosting and operations | Backup and disaster recovery | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Hosting and operations | Non-production environment support | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Ongoing services | |||||||||||||||||||
| Ongoing services | Managed administration services | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Ongoing services | Release / regression support | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Ongoing services | Training refreshers | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Ongoing services | Enhancement retainer / bucket | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ||||||||||||
| Tab Total | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! | ERROR:#VALUE! |
Optional Services Optional Services Pricing (Not Included in Base TCO Unless Added)
| Workstream | Task / Deliverable | Milestone / Basis | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | 5-Year Total | Notes |
| Optional services | |||||||||
| Optional services | Historical-data archive / read-only access | - | |||||||
| Optional services | Backfile scanning / digitization | - | |||||||
| Optional services | Advanced analytics / BI package | - | |||||||
| Optional services | Additional integration 1 | - | |||||||
| Optional services | Additional integration 2 | - | |||||||
| Optional services | Other optional service | - |
Tab Total - - - - - -
Rate Card Professional Services Rate Card
| Role / Resource | Level | Hourly Rate | Overtime / Premium Rate (if any) | Travel Included? | Subcontractor? | Notes |
| Project Manager | Senior | [Y/N] | [Y/N] | |||
| Solution Architect | Senior | [Y/N] | [Y/N] | |||
| Business Analyst | Senior | [Y/N] | [Y/N] | |||
| Configuration Consultant | Senior | [Y/N] | [Y/N] | |||
| Data Migration Lead | Senior | [Y/N] | [Y/N] | |||
| Integration Developer | Senior | [Y/N] | [Y/N] | |||
| Reporting / BI Consultant | Senior | [Y/N] | [Y/N] | |||
| Trainer / Change Lead | Senior | [Y/N] | [Y/N] | |||
| Technical Support Specialist | Standard | [Y/N] | [Y/N] | |||
| Other role 1 | [Y/N] | [Y/N] | ||||
| Other role 2 | [Y/N] | [Y/N] |
Assumptions Pricing Assumptions, Exclusions, and Notes
| Required Narrative Inputs | |
| Named-user assumptions and volume tiers | [Enter narrative] |
| Implementation scope assumptions | [Enter narrative] |
| Migration scope, source systems, and data-quality assumptions | [Enter narrative] |
| Included integrations and excluded integrations | [Enter narrative] |
| Testing responsibilities and environment assumptions | [Enter narrative] |
| Training scope and delivery assumptions | [Enter narrative] |
| Support-hours assumption and SLA basis | [Enter narrative] |
| Consumption or overage pricing basis (storage, API, etc.) | [Enter narrative] |
| Third-party products or services not included in core pricing | [Enter narrative] |
| Material exclusions, prerequisites, and State dependencies | [Enter narrative] |
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