Municipality of [ABC] DATE. Diamond Municipal Financial System Pricing Proposal

Transcription

1 Municipality of [ABC] DATE Diamond Municipal Financial System Pricing Proposal Presented by: Mike D Arcy Director, Sales & Marketing Diamond Municipal Solutions

2 Date Contact Role Municipality Address RE: DIAMOND PRICE ESTIMATE - MUNICIPAL FINANCIAL SYSTEM Diamond Municipal Solutions appreciates the opportunity to provide you with this software and professional services estimate for your Municipal Financial System Solution. This estimate has been prepared with the understanding that the Municipality will implement Diamond s Standardized Template based solution which has been developed with industry best practices. In short, we have included an estimate of software and service costs which are based on our current knowledge of the requirements of the Municipality that are necessary to turnkey the system and get you up and running. Please see the summary below of our estimate which is based on other municipalities of your size and a product mix typical to your suggested functional requirements. STANDARDIZED SOLUTION TOTAL Software $24,000 Implementation Services $45,100 Annual Maintenance $4,320 Annual Support $2,400 Travel Estimate $0 SOFTWARE & SERVICES SUBTOTAL: $75,820 ADDITIONAL SOFTWARE (a la carte modules, if any, Phase 2) Software $ Implementation Services $ Annual Maintenance $ Annual Support $ Travel Estimate $ Software Discount SOFTWARE & SERVICES SUBTOTAL: $ ESTIMATED PROJECT TOTALS $75,820

3 Diamond Municipal Solutions respects that implementing this solution represents an important priority for Municipality ABC, and partnering with Diamond will help ensure that your solution s implementation will effectively meet the needs of your municipality today and well into the future. Finally, I would like to take this opportunity to point out the Diamond Value proposition: 1. With a tremendous amount of Municipal Experience with 235 Municipal clients in Canada, and 90 in Ontario, Diamond s team can bring a best practice approach to implementing a new system, and follow it up with the support of an accessible, knowledgeable User Group. 2. Innovative Integration to Microsoft Office and Outlook from the Dynamics GP and Diamond product suite that is second to none. 3. Comprehensive use of Microsoft Business Solutions to power the Dynamics GP and Diamond products as necessary - from Microsoft Exchange, to Microsoft SQL Server to Microsoft Office. All systems running on very affordable hardware servers and infrastructure 4. Product Roadmap with 5 Billion dollars invested annually into R&D by Microsoft and a team of 1500 people working on Dynamics GP alone, the product roadmap for Dynamics GP is very solid and will provide a long term, risk free investment to Municipality ABC. Without this vendor / solution stability your organization takes the risk of ending up with a solution that may not last as technology evolves. No other Municipal specific vendor has the ability to adjust to changes in technology more so than Microsoft with Diamond s Intellectual Property added. Thank you again for the opportunity to provide you with this proposal, I look forward to partnering with you soon. Sincerely, Mike D Arcy Director, Sales & Marketing Diamond Municipal Solutions

4 ABOUT DIAMOND Diamond Municipal Solutions is a Microsoft go-to-market business solution delivery partner for local government in Canada. As such, Diamond specializes exclusively in local government and works with Microsoft to deliver comprehensive business management solutions that combine rich functionality, high adaptability and low total cost of ownership. Our mandate is to help the public sector achieve greater success through improved utilization of technology. To this end, Diamond works with Microsoft to understand trends in good governance, analyze municipal business needs, and optimize Microsoft technology to meet the specific needs of Canadian municipalities. As strategic advisors, implementers and trainers for over 260 customer sites across Canada, we are confident that our best practices experience will be a key element in the successful execution of your goals and objectives. Diamond Municipal Solutions employs over 50 staff members across 3 office locations in Canada. Our team is led by an experienced management team; with over 80 years of combined municipal government experience. In addition, Diamond offers a deep pool of municipal implementation consultants, information technology technicians and solution developers. Each of these resources offers a combination of municipal government expertise and a robust knowledge of the Dynamics GP product. Diamond prides itself on offering a highly qualified, dynamic team who provide a wealth of expertise in all areas of municipal information system management. Our Relationship with Microsoft Microsoft Gold Certified ERP Partners are the top level of Microsoft solutions partners and have direct access to the technologies and resources they need to help them stand out in the marketplace. Only 2% of the over 200,000 Microsoft partners have fulfilled the requirements to obtain Gold Certified status. Diamond s status as a Microsoft Gold Certified ERP Partner is your assurance that your municipality has chosen the best of the best with respect to our ability to deliver a fully integrated Microsoft based solution. As a Microsoft Business Solutions Gold Certified ERP Partner, Diamond participates in a managed relationship with Microsoft. This means that we have direct access to Microsoft product managers, consultants and partner engagement managers. In addition, we are actively involved in influencing Microsoft s Public Sector strategies and collaborating with senior members of Microsoft s Business Solutions and Public Sector teams.

5 PAYMENT SCHEDULE Diamond Municipal Solutions standard payment terms include a 100% payment of software license fees, Implementation Services, and the first year annual software maintenance and annual customer support. The payment is due two weeks prior to software installation. The annual software enhancement plan and annual customer support plan will commence upon delivery of the prescribed software to the customer, as evidenced by the delivery, by Diamond, of authentic software registration keys for software purchased. Software license fees are outlined below: Payment due upon ordering of software: 100% of total consulting software licensing, annual maintenance & support fees $75, The fees are broken down as follows: SOFTWARE LICENSING FEES STANDARDIZED SOLUTION: SOFTWARE SOFTWARE LIST PRICE ANNUAL ENHANCEMENT Dynamics GP / Diamond Foundation $24, $4, Layer 5 Concurrent Users Dynamics GP Modules System Manager bundled included Report Writer bundled included Customization Site License bundled included General Ledger bundled included Bank Reconciliation bundled included Excel Based Budgeting bundled included Management Reporter bundled included Payables Management bundled included Receivables Management with Invoicing bundled included Fixed Assets bundled included Canadian Payroll bundled included Diamond Modules Diamond Property Tax bundled included Diamond Utility Billing bundled included Diamond Cash Receipts bundled included Diamond REACH Basic bundled included Diamond Animal License bundled included Software & Enhancement Totals $24, $4, Add Annual Support $2, TOTAL SOFTWARE LICENSE FEES $30, Prices do not included Tax amounts

6 ANNUAL SOFTWARE ENHANCEMENT PROGRAM The Diamond Annual Software Enhancement Program fee is 18% of the software list price in year one and 16% of the software list price for each subsequent year that the client is enrolled in the program. The annual enhancement program provides the client with access to all Microsoft / Diamond product upgrades, releases and service packs for the duration of their enrollment and can be renewed on an annual basis. The enhancement program fee will be committed to for a full 12 month period. The 12 month period of enrollment has been provided in the software licensing fees outlined herein. The annual maintenance fee will commence on the date of order with Microsoft, for all Microsoft & Diamond products purchased. This date will coincide with the installation of software & registration keys at the customer site. Annual Software Enhancement Program Fee $4, *Calculated at 18% of software list price for all modules for year 1 Annual Software Enhancement Program Fee (subsequent years) $3, *Calculated at 16% of software list price for all modules PROJECT SUPPORT PLAN All new customers will have access to project support resources during the implementation to assist with the transition to your new Municipal Financial System. After the implementation is completed you will have access to our Support department to assist with ongoing questions and concerns. The annual cost of the support program is 10% of the list price of software purchased. Diamond Product Support $2, *Calculated at 10% of software list price

7 SUMMARY OF PROFESSIONAL SERVICES Project Services Proven implementation, training and customer support services designed for municipalities just like yours. As a result of our municipal-specific focus, our resources are well positioned to assist you in the various stages of the implementation and ongoing support. Diamond has developed a Standard Implementation Methodology that provides you with the expected quality while keeping overhead and project management costs at a minimum. Project Implementation Services Diamond Municipal Solutions maintains a high success rate for delivering projects on-time and on-budget with no hidden costs and no false promises. Diamond delivers what we propose to deliver so that you have complete peace of mind at all times. Diamond Municipal Solutions offers a strong base of Canadian based project implementation resources to complete the tasks and responsibilities associated with every project implementation. Implementation During this phase, we install all the necessary software, test the system, perform data conversions and train your employees on how to make the best use of your new Municipal Financial System. Steps to be performed during the implementation phase include: IMPLEMENTATION SERVICES Project Consultation Installation Data Conversion Training & Education Testing Go-Live Readiness First Process Support TOTAL SERVICES $45, PAYMENT OF PROJECT TRAVEL EXPENSES & PER DIEMS Based upon customer cost/benefit considerations, Diamond is also able to work on creative project delivery methods that mitigate overall cost without sacrificing on the quality of services and value delivered to the customer. As such, all services in this estimate are to be performed remotely.

8 Estimated Travel and Associated Expenses $0 SOFTWARE LICENSING FEES PHASE 2 (If Applicable) Diamond Municipal Solutions standard payment terms include a 100% payment of software license fees, Implementation Services, and the first year annual software maintenance and annual customer support due two weeks prior to software installation. The annual software enhancement plan and annual customer support plan will commence upon delivery of the prescribed software to the customer, as evidenced by the delivery, by Diamond, of authentic software registration keys for software purchased. Software license fees are outlined below: Payment due upon ordering of software: $0 SOFTWARE Diamond Modules SOFTWARE LIST PRICE ANNUAL ENHANCEMENT $ $ $ $ $ $ $ $ $ $ Software & Enhancement Totals $0 $0.00 Add Annual Support $0.00 TOTAL SOFTWARE LICENSING FEES $0.00 Prices do not included Tax amounts

9 ANNUAL SOFTWARE ENHANCEMENT PROGRAM The Diamond Annual Software Enhancement Program fee is 18% of the software list price in year one and 16% of the software list price for each subsequent year that the client is enrolled in the program. The annual enhancement program provides the client with access to all Microsoft / Diamond product upgrades, releases and service packs for the duration of their enrollment and can be renewed on an annual basis. The enhancement program fee will be committed to for a full 12 month period. The 12 month period of enrollment has been provided in the software licensing fees outlined herein. The annual maintenance fee will commence on the date of order with Microsoft, for all Microsoft & Diamond products purchased. This date will coincide with the installation of software & registration keys at the customer site. Annual Software Enhancement Program Fee $0.00 *Calculated at 18% of software list price for all modules for year 1 Annual Software Enhancement Program Fee (subsequent years) $0.00 *Calculated at 16% of software list price for all modules ANNUAL SUPPORT PLAN: Diamond recommends a support plan option to all new customers to provide full access to the support resources that you need during transition to your new Municipal Financial System. The annual cost of the support program is 10% of the list price of software purchased. Diamond Product Support $0.00 *Calculated at 10% of software list price

10 SUMMARY OF PROFESSIONAL SERVICES Implementation During this phase, we install all the necessary software, test the system, perform data conversions and train your employees on how to make the best use of your new Municipal Financial System. Steps to be performed during the implementation phase include: IMPLEMENTATION SERVICES Project Consultation Installation Data Conversion Training & Education Testing Go-Live Readiness First Process Support TOTAL SERVICES PAYMENT OF PROJECT TRAVEL EXPENSES & PER DIEMS Based upon customer cost/benefit considerations, Diamond is also able to work on creative project delivery methods that mitigate overall cost without sacrificing on the quality of services and value delivered to the customer. As such, all services in this estimate are to be performed remotely. Estimated Travel and Associated Expenses $0 ADDITIONAL TERMS & CONDITIONS OUT OF SCOPE ITEMS: All software & services not specifically itemized within this estimate are considered out of scope for the purposes of this project.