Template - Goods and Services Proposal and Fees.docx

AGREEMENT ATTACHMENT 1

Goods & Services Proposal and Fees

A. Goods/Services offered:

The Firm shall provide a complete list and brief description of all Goods and Services included in its proposal and any resulting Award Agreement. The response shall be organized, at a minimum, by the following categories, as applicable:

· Core Electronic Medical Record platform, modules, and functionality;

· Implementation and project management services;

· System configuration and workflow design;

· Data conversion and migration;

· Interfaces and integrations;

· Testing and quality assurance;

· Training and change-management services;

· Go-live and post-go-live support;

· Hosting, maintenance, technical support, and upgrades;

· Optional modules, products, and professional services; and

· Third-party products, services, or pass-through items.

For each item, the Firm shall identify whether it is included in the base proposal, required for implementation or ongoing operation, optional, or provided by a third party. The Firm shall also clearly identify any assumptions, dependencies, limitations, and exclusions.

The Goods and Services listed in this section shall correspond directly to the items included in the Firm’s Fee Structure/Pricing Methodology.

B. Fee Structure / Pricing Methodology:

The Firm shall provide a complete and transparent fee and rate structure for all Goods and Services included in its proposal. Pricing shall clearly distinguish between one-time implementation costs, recurring costs, usage-based costs, optional services, and any third-party or pass-through expenses.

At a minimum, the Firm shall provide pricing for:

1. One-time implementation services, including project management, discovery, system configuration, data conversion and migration, integrations, testing, training, go-live support, and post-go-live stabilization;

2. Recurring subscription, licensing, hosting, maintenance, and support fees;

3. Transactional, volume-based, per-user, per-provider, per-module, or other variable fees;

4. Optional modules, products, services, and enhancements;

5. Professional services rates for work performed outside the initial implementation scope;

6. Third-party products, interfaces, services, travel, and other pass-through costs; and

7. Any anticipated annual price adjustments or escalation factors.

Implementation pricing shall be organized by the Firm’s proposed implementation milestones. The Firm shall identify the deliverables associated with each milestone and the portion of the implementation fee attributable to that milestone.

The Firm shall also provide a total cost summary for the initial implementation period and each year of the proposed Agreement term. All assumptions, dependencies, exclusions, minimum commitments, and circumstances that could result in additional fees shall be clearly identified.

Following award, the University and the Selected Firm will develop and execute an implementation Statement of Work or mutually agreed implementation project plan. The implementation document will define the final scope, deliverables, milestones, responsibilities, dependencies, acceptance criteria, change-control process, payment schedule, and University approval requirements. Payments associated with implementation milestones will be subject to University review and acceptance of the applicable deliverables.