The City of San Luis Obispo, CA

Transcription

1 Price Proposal to Serve The City of San Luis Obispo, CA Re: Enterprise Resource Planning (ERP) System, RFP No: Presented by: Coronus XES, Ltd. 668 North Coast Highway, Suite 516 Laguna Beach, CA Contact: Matthew Aarsvold, President 714) September 12, 2017

2 Coronus RFP Cost Proposal to The City of San Luis Obispo s ERP RFP September 12, 2017 Page 2 of 7 Submittal Transmittal Letter September 12, 2017 Kristin Eriksson Finance 990 Palm Street San Luis Obispo, CA Dear Ms. Eriksson, Coronus Expert Enterprise Solutions, Ltd. (Coronus) is pleased to present the City of San Luis Obispo The City) with this RFP Price Proposal for software, hosting, and services in response to the City s RFP for an Enterprise Resource Planning (ERP) System. This RFP Cost Proposal was prepared based on the content within The City s RFP and Coronus long history of working within both the Public Sector and Commercial sector to implement ERP solutions. We believe we have thoroughly addressed your Costs as they were laid out in your RFP. We welcome the opportunity to present these costs and address your questions through your evaluation process and subsequently through the implementation and on-going support phases. Coronus is a full-service provider of consulting support for Oracle Enterprise Applications. Our services include Consulting in support of new implementations and upgrades; Managed Services for on-going application maintenance and support; and migration of applications to Cloud and Hosted environments. Our expert resources perform functional and technical applications consulting; development; testing and training; project management, and organizational change management consulting services. Coronus has the capability to staff any project with resources most appropriate to the client s requirements and cost considerations, including offshore teams in Latin America, Europe, or Asia Pacific. We appreciate the opportunity to prepare this RFP Response and estimate for The City, and look forward to completing this very important project with you. Sincerely, Matthew Aarsvold President

3 Coronus RFP Cost Proposal to The City of San Luis Obispo s ERP RFP September 12, 2017 Page 3 of 7 Table of Contents Transmittal Letter Price Proposal Major Milestones Attachment 14 Cost... 6 Conclusion... 7

4 Coronus RFP Cost Proposal to The City of San Luis Obispo s ERP RFP September 12, 2017 Page 4 of Price Proposal TO BE SUBMITTED UNDER SEPARATE COVER. Proposers should submit their price proposal in a separate and sealed packet according to the format provided in Attachment 14 (Cost) to this RFP Coronus was late becoming aware of The City s RFP for ERP. As such we were not able to participate in the Bidder s Conference nor ask any questions, as we were made aware of the RFP after the question deadline. We do feel strongly, however, that the software we are presenting to the City (JD Edwards EnterpriseOne; E1) will fully meet and exceed The City s Requirements but since we were late we had neither sufficient time nor answers to critical questions to provide The City with the complete picture and cost options it is requesting in its RFP. Our philosophy has always been to estimate high so that we do not have to go back to the client and ask for more funds to complete the project, but rather complete the project under budget and allow the client to use the unused budget for additional features or nice-to-haves. We have based both our software pricing and implementation duration on the statistics provided both in the RFP and the Q& A process. Some of those statistics did not seem consistent with our experience in other Cities and Enterprise Funds and they may have resulting in costs being higher than they will ultimately be once we begin working with both the Software vendor, Oracle, and the Hosting and Managed Services provider. We realize you will need to score our proposal based on our list price. Coronus is prepared to reduce the cost of our proposal if the City were to decide to reduce the scope of the project or delay the deployment of some of the requirements to a future date. Or, if the City were to decide that certain features are not worth the cost of deploying those features. Coronus elected to use the City s timeline. Coronus believes that with more dialogue and information, it is likely a more aggressive timeline, and therefore a lower cost, could be achieved especially if City personnel could be more available than the allocation percentage currently projected. Finally, there may be an option to finance the entire project so that the City would pay for the implementation over a 4 to 5-year timeline on a monthly basis, similarly to the SaaS licensing. If that would benefit the City from a cash flow perspective, we would pursue that option with Oracle. See Attachment 14 Excel file named: Attachment_14_Cost_CoronusXES Response.xlsx

5 Coronus RFP Cost Proposal to The City of San Luis Obispo s ERP RFP September 12, 2017 Page 5 of Major Milestones Identify major milestones as part of the project. It is required that costs will be invoiced upon completion of major milestones and cumulative payments should not exceed incurred work. Please provide a schedule of all payments necessary to complete the proposed scope Attachment 14 provides for Milestones in the Services Tab of the Excel file, which we have completed. Attachment 14 did not reference Milestones for Summary, Software, or Other tabs in the Excel spreadsheet so we did not provide Milestones for those categories. 1) Project scope, organization and budget agreed 2) Finance Conference Room Pilot (CRP) 3) Finance Go-live 4) HCM CRP 5) HCM Go-live 6) Budget CRP 7) Budget Go-live 8) Project Sign-off

6 Coronus RFP Cost Proposal to The City of San Luis Obispo s ERP RFP September 12, 2017 Page 6 of Attachment 14 Cost It is important that proposers use the format presented in this RFP even if an additional format is provided. Attachment 14 (Cost) should include total price for all software and services, including third parties. If third party products or services are included, do not provide separate version of Attachment 14 (Cost) for each third-party product. All pricing must be submitted as fixed by milestone. Costs listed as To-be determined or estimated will not be scored. All service costs must be provided on a task or completion basis with costs assigned to each milestone, deliverable and/or task. Proposers are required to fill in deliverables and tasks under the provided headers (project initial knowledge transfer, process analysis/system design, system build, testing, training, and closure) Additional detail may be provided to further explain deliverable/task costs. City requires that milestone payment for final acceptance of each phase (as defined in Section D) be at least 10% of the total cost for each phase Proposers should include all software modules and state any limitations on module use. If no limitations are listed, the City will consider that pricing is based on full enterprise wide access for the City. Proposers must submit implementation costs as fully loaded rates that include all necessary travel or other expenses. By submitting a proposal, all proposers acknowledge that all pricing including travel) must be a fixed fee or included in the implementation milestones

7 Coronus RFP Cost Proposal to The City of San Luis Obispo s ERP RFP September 12, 2017 Page 7 of 7 Conclusion Coronus wishes to thank the City of San Luis Obispo for its consideration of our Cost Proposal in response to your RFP. We know that this is of vital importance to The City and also know that you have many choices. We hope that you found our responses concise and we stand ready to support you moving forward. Thank you, again for allowing Coronus to participate in your process. Matthew Aarsvold, President and the Coronus family of professionals.