InvestmentSummary
BenoAvanesian
AccountExecutive
Oracle-NetSuite
March5th,2025
Copyright©2025,Oracleand/oritsaffiliates
Copyright©2025,Oracleand/oritsaffiliates
Copyright©2025,Oracleand/oritsaffiliates
CompanyConcreteRestoration,Inc.
StreetAddressPOBox8003895878thAvenue South
City,STZIPSeattle,WA98108
Websitehttps://concreterestorationinc. com/
ContactName
ContactTitle
ContactEmail
ConcreteRestoration,Inc.specializesinconcreterestoration,repair,rehabilitation,protection,waterproofing, coatingsanddecorativeenhancementsforcommercialandmulti-usestructures.
Introduction
TheBlueCollarCloudteamwouldliketothankyoufortheopportunitytopresent anddiscussoursolutioninfurtherdetail.We'vepreparedthisdocumentto summarizeandoutlineourproposedsolutionandgiveyoualltherequired informationtoselectBlueCollarCloudasthepartnerofchoiceforyourbusiness systemstransformation.Shouldyouhaveanyquestionspleasedonothesitateto contactus.
AtBlueCollarCloud,wearepassionateabouthelpingteamsfromboththebackand frontofofficetocollaborateandimprovebusinessprocessesacrosstheboard.Our teamiscomprisedofformerNetSuiteemployeeswhoareCPA's,formercontrollers, financeprofessionals,andprojectmanagerswithdecadesofexperience.Ourhands onexperiencefromvarieddisciplinesalongwithourdeepknowledgeofthe NetSuitePlatformcombinetoofferunprecedentedsimplicitytotheERP implementationprocess.
BlueCollarCloudmakeslifeeasierforNetSuiteusersbyprovidingthevisibility, controls,andautomationthatadministratorsandoperationsdeservesothatthey canfocusongettingthejobdoneratherthanspendingunnecessarytimepushing paper.
ThisagreementspecifiestheNetSuitemodulesbyprocessareawithintheproject scope.Exclusionsareitemsnotexplicitlymentionedherein.Verbalagreementsare excluded.Scopechangesaffectingcostsortimelinerequireaformalprojectchange order.
RecordToReport Scope
EntityCount2
BasisofAccountingUSGAAP
ReportingCurrenciesUSD
TransactionalCurrenciesUSD
FiscalYearEndDEC31
StandardCOASegmentsGLAccount,Department,Class,Location,Project
BankingImportandReconciliationofBankStatements,CheckPrinting,Deposits
JournalEntriesIncluded
PeriodCloseIncluded
AmortizationsIncluded
AllocationsIncluded
CorporateBudgetingIncluded
Consolidations&EliminationsIncluded
StatisticalAccountsIncluded
VendorMasterIncluded
PurchaseOrdersIncluded
PurchaseReceiptsIncluded
VendorBillsIncluded
VendorPaymentsIncluded
BillCapture(OCR)Included
AdvancedElectronic
CostingMethod
SubcontractManagement
ProjectLaborCostingTool
ProjectScheduling
ProjectInventoryAdjustments
ProjectInventoryFulfillment
oUpto500Open/UnpaidVendorBillswillbeimportedasasingle lineitemperbill,representingthetotalamountdue.Linelevel detailwillnotbeimported.
oUpto500Open/UnpaidCustomerInvoiceswillbeimportedasa singlelineitemperinvoice,representingthetotalamountdue. Lineleveldetailwillnotbeimported.
oUpto200FixedAssetDepreciationSchedules
oUpto500Customers
oUpto500Vendors
oUpto100Employees
oUpto100OpenProjectstobeimportedasfollows.Additional projectsareavailableasanoptioninthefeessectionbelow.
oCurrentprojectbudgets(OriginalandCurrentEstimate canbeimportedifavailablebutnochangeorder history/detail)willbeimportedforallopenprojects.
oProjectcosttodatewillbeenteredasasinglejournal entryasofthecutoverdatewithProject,CostCode,and GLAccountdetailofcoststodateasprovidedbythe customer.
oOpenContractswillbeimportedintheircurrentstate (nochangeorderimpacthistory).Customeris responsibleforaccuratelypopulatinguploadtemplates providedincludinganysalestaxassociated.
oOpenProjectPayApplications(CustomerInvoices)tobe importedagainstOpenContracts.Customeris responsibleforaccuracyofinvoicesincludinginvoice lines,retainagewithheld,taxamounts,etc.
oPaymentstodatetobeimportedasonesinglepayment perProject.
oOpenAPvendorbillsrelatedtoopenprojectswillbe importedasdescribedinthe"OpenTransactions" sectionabove,withasinglelineitemperbill representingthetotalamountdue.
oOpenPurchaseOrdersrelatedtoopenprojectswillbe importedasasinglelineitemperPurchaseOrder, representingthetotalamountopenuponcutover.
DataMigration Scope
VendorBillsassociatedtoPurchaseOrderswillnotbe importedunlessopenasdescribedabovebutasstand aloneratherthanagainstaPO.Lineleveldetailwillnot beimported.
oChartofAccounts
oStandardSegments
oDepartments
oClasses
oLocations
Integrations
Bank
Payroll
CostEstimates
CRM
Scope
Name:WashingtonTrust
DataFlowIn:BankStatement
DataFlowOut:BankPaymentFiles
Mechanism:BankFeedsSuiteApp(ifavailable)*/Advanced ElectronicBankPayments
BuiltBy: BlueCollarwithCustomerinput
*ifunavailableManualCSVImportwillbeusedinstead
Name:ADP
DataFlowIn:PayrollJournal,Employees
DataFlowOut:N/A
Mechanism:CSVImport
BuiltBy:BlueCollarwithCustomerinput
Provider:Excel
DataFlowIn:CostEstimates
DataFlowOut:N/A
Mechanism:CSVImport
BuiltBy:BlueCollarwithCustomerinput
Provider:Hubspot(TBD)
DataFlowIn:DefinedbySuiteApp
DataFlowOut:DefinedbySuiteApp
Mechanism:SuiteApp
BuiltBy:HubspotwithBlueCollarInput
UserFocused
BlueCollarleveragesanimplementationapproachandmethodologythatisfocusedon theusersthatwillleveragethesystemandisintendedtohelpusersbecome fundamentallysoundinthemostcommonworkprocessesandproceduresthattheywill performonadaytodaybasis.
AgileProjectManagement
BlueCollar'simplementationmethodologyisgroundedinAgileprinciples,promoting iterativedevelopmentandtheincrementaldeliveryofhigh-quality,functionalsoftware components.ThisapproachensuresthattheERPsystemevolvesthroughcollaboration betweenself-organizing,cross-functionalteams,leadingtoamoreflexibleandadaptable systemthatcanrespondtouserfeedbackandchangingbusinessrequirements.
Process
Theprocessbeginswiththecreationofuserstories,whichareshort,simpledescriptions ofafeaturetoldfromtheperspectiveofthepersonwhodesiresthenewcapability, usuallyauserorcustomerofthesystem.Whilesomeuserstorieswillneedtobe generatedbasedonyourspecificNetSuiteimplementation,alotoftheuserstorieswill beprovidedbyBlueCollartogiveusersaheadstartoncorebusinessprocesses.These userstoriesaretheprimaryvehicleforexpressingthefunctionsthatusersneed,aswell asforcapturingtheoperationalgoalstheyaimtoachieve.
Narrative
AcceptanceCriteria
DefinitionofDone(DoD)
Asimpledescriptionofthestory'sfunctionality,typicallyfollowingthe template:"Asa[typeofuser],Iwant[anaction]sothat[abenefit/a value]."
Theconditionsthatmustbemetfortheuserstorytobeconsidered complete.
Acomprehensivechecklistthatsignifiesthestoryisfinishedandmeetsthe BlueCollarqualitystandards.
OurAgile-basedERPimplementationmethodologyunfoldsinthefollowingstages
Stage
SprintPlanning
DevelopmentandTesting
Bi-WeeklyStand-ups
SprintReview
SprintRetrospective
EndResult
Description
BlueCollarConsultantsandtheCustomerteamprioritizeuserstoriesand determinethescopeofworkfortheupcomingsprint,usuallya2-4week period.
BlueCollarconsultantsworkonconfiguringNetSuitesothatitfulfillsthe userstorycriteria,whileendusersensureitmeetstheacceptancecriteria.
Shortdailymeetingshelpkeeptheteamalignedandidentifyany roadblocks.
Attheendofeachsprint,theBlueCollarConsultantsandtheCustomer teamdemonstratethenewfunctionalitytoallstakeholdersforfeedback.
Theentireteambrieflyreflectsonthepastsprintanddiscusseswhatwent
Thisiterativecyclecontinues,witheachsprintbuildingonthepreviousone,untilthefull scopeofthisSOWisimplemented.Byusingthisuserstory-basedAgilemethodology, BlueCollarensuresthatthefinalNetSuiteconfigurationisnotonlyalignedwiththeusers' needsbutalsoadaptabletoevolvingbusinessstrategiesandprocesses,ultimately leadingtoarobusttoolthatenhancesdailyworkefficiencyandcontributestooverall businesssuccess.
Staffing
Toensurethesuccessfulimplementationofthesolution,activeparticipationfromboth BlueCollarandtheCustomerisessential.Thetablebelowoutlinestherecommended staffmembersfromtheCustomerandtheirexpectedresponsibilitiesduringthe implementationphase.Theassignmentofspecificdutiesmayvarybasedontheproject requirements
Customer
ExecutiveSponsor
ProjectManager
SubjectMatterExperts
TechnicalLead
SystemAdministrator
SponsorMonitorprojectperformance,deliverables,andparticipatein reviewcheckpoints
ResponsibleformanagingCustomerdeliverables,resourcesandupdating theprojectplanandtasklist.
Actasdomainexperts,providerequirements,participateinsystemwalkthroughs,trainings,testing,datamigration,endusertrainingandresolve post-deploymentissues.
Assistindatamigration,specifyinterfaces,buildandtestinterfaces,and participateintrainingandtestingasneeded.
ManageallsystemadministrationfunctionsforNetSuiteandBlueCollar post-deployment.
Participation
TheCustomeracknowledgesthatifthedetailsoutlinedinthisStatementofWork(SOW) areinaccurate,oriftheclientfailstofulfillitsobligationspromptly,itmayleadto modificationsintheprojectedschedules,costprojections,andworkoutlines.Such adjustmentswillberegulatedviatheProjectChangeOrderProcessasdetailedinthis SOW.Moreover,theclient'sinabilitytoadheretostipulatedschedulesorthedeliveryof expectedoutputsontheagreeddateswillinevitablypostponethetargetdateforthe project'scompletion.
CustomerEngagement
ActiveandconsistentparticipationbyCustomerthroughoutthedurationofthis engagementiscriticaltothesuccessoftheproject.Planningforadequatecustomer resourceavailabilityisessentialtoensurecustomerexpectationsaremet,timelinesare adheredto,andtheoverallprojectissuccessful.Thislevelofengagementensuresthat recommendationsmadebyBlueCollararevalidatedbyCustomerstakeholdersanduser groups.FailurebyCustomertoprovideitsresourcesandrequireddataandinformation inatimelyfashionwilllikelyleadtoprojectdelaysandmayresultinadditional professionalserviceexpensesbeingincurred.
DeliverablesandTimeline
ThisprojectissubjecttoForceMajeure.BlueCollarwillmakeeveryefforttoensure timelydelivery,butwewillnotbeheldresponsiblefordelaysorinconsistenciesthatare beyondournormalcontrolandinfluence.BlueCollarwillnotbeheldresponsiblefor delaysorinconsistenciesbeyondnormalcontrolandinfluence.Specifically,anydelays causedbywar,riot,fire,flood,hurricane,earthquake,actsofGod,pandemics, governmentalaction,labortrouble,strike,equipmentfailure,oranyothereventnot withinthereasonablecontrolofBlueCollar.Thiscontractualobligationsupersedesall othercommitmentsmadebyBlueCollar.Byacceptingtheseterms,youagreetohold BlueCollarharmlessforanydelaysorinconsistenciesduetoForceMajeure.
OptionalFees
WhenOpt-inisselected,thefollowingoptionalitemswillbeconsideredpartofthe currentScopeofWork(SOW).
PersonalizationBundleIncluded
Thisoptionisfor25additionalhoursto Reports,Dashboards&RolesandKPIs.
DesktopProceduresManual
Thisoptionisfor20Hourstobuildadesktop proceduresmanualwithscreenshotsand walkthroughsofselectCustomerbusiness processes.
WhatconstitutesaChangeOrder
Thescopeoftheprojectisdefinedinthisagreementinthesectionsabove.Shouldany changesbemadetothescopeoftheprojectasdefinedinthisagreementwhichwill impactthecostortimelineoftheproject,aprojectchangeorderwillbecreatedthrough theprocessoutlinedbelow.
WhathappenswhenaChangeOrderisnecessary?
Uponachangeinscope,achangeorderwillbegeneratedbyBlueCollar.Theproposed changeorderwillbesenttoandreviewedbyCustomer.IftheCustomeroptstomove forwardwiththeadditionalworkdetailedinthechangeorderandapprovestheproposal asignedcopyofthechangeorderaccompaniedbyacorrespondingpurchaseorderwill berequired.Noworkwillbeginonthechangeorderuntilboththesignedchangeorder andcorrespondingpurchaseorderhavebeenreceivedbyBlueCollar.
WhataretheChangeOrderrates?
Theratesthatwillbeusedingeneratingaprojectchangeorderareasfollows:
Onshore-$250/hr Offshore-$150/hr
Termsandconditions
PaymentTerms
CustomershallpayallinvoicesNet10daysfrom invoicedate.
PaymentMethods
BlueCollaronlyacceptspaymentsviaACHor Wire.Checksarenotaccepted.
AdvancedProjectCompletion
Shouldtheprojectbecompletedinadvanceof theestimatedpaymentschedule,afinalinvoice fortheremainingbalancewillbegeneratedand mustbepaidinfullpriortoGo-Live.
BillingTiming
TheFunctionalandOptionalFeeswill bebilleduponprojectkickoff.
LatePayments
Invoicesthatarepaidlatewillbe assessedalatepaymentfeeof0.5%of theinvoicevalueforeach30day periodaninvoiceislate.
Go-liveConsideration
Customermustbecurrentonall outstandingbalancespriortotaking Customerlive.Otherwise,BlueCollar reservestherighttoplacethe implementationonholduntilsuch balanceshavebeenpaid.
3rdPartyFinancing
ShouldCustomerobtainpayforimplementationservicesthroughthird-partyfinancing, Customeragreestothefollowing:
oCustomerisresponsibleforallamountsowedregardlessofthird-partyfinancing oCustomerisresponsibleforensuringthatallamountsowedarepaidperthepayment termsoutlinedinthisSOWandCustomerwillberesponsibleforpayinglatefees shouldthird-partyfinancingnotpayoutstandinginvoicesperthestatedtermsinthis SOW
oCustomerisresponsibleforpayinganyadditionalamountsnotcoveredbythird-party financing
oBlueCollarreservestherighttoplaceCustomeronpaymentholdshouldCustomeror third-partyfinancingnotpayoutstandinginvoicesperthepaymenttermsinthisSOW
ThisServicesAgreement isenteredintobyandbetween BlueCollarCloudSolutionsandCustomer.ThisAgreementincorporatesboththeScopeand DeliverablesasoutlinedinthisAgreementandtheMasterServicesAgreementassetforthinbelow. AllinformationcontainedinthisAgreementisConfidential.ItisprovidedtotheCustomerwiththe understandingthatitwillnotbesharedordisclosedtoanythirdpartyorbeusedforanyother purposeotherthantheservicescontemplatedhereunder.
ThisServicesAgreementisagreedtoandacceptedby:
MASTERSERVICESAGREEMENT
ThisMasterServicesAgreement("Agreement")isenteredintoasofthedateofexecutionof theStatementofWorkabove,byandbetweenBlueCollarCloudSolutions("Provider")and Customer("Client").
1.Services
ProviderwillperformtheNetSuiteimplementationservicesforClientasdetailedinthe StatementofWork("SOW")incorporatedhereinbyreference.Providershallperformthe servicesinaprofessionalandworkmanlikemannerinaccordancewithindustrystandards.
2.Term
ThisAgreementshallcommenceonthedatefirstwrittenaboveandcontinueuntiltheservices undertheSOWarecompleted,unlessearlierterminatedinaccordancewiththisAgreement.
3.FeesandPayment
ClientshallpayProviderthefeesspecifiedintheSOW.Invoicesaredueandpayablewithin10 daysofreceipt.Latepaymentsshallaccrueinterestatarateof0.5%permonth.Clientis responsibleforallsales,use,andexcisetaxes.
4.Confidentiality
Eachpartyacknowledgesthatitwillhaveaccesstocertainconfidentialinformationoftheother party.Eachpartyagreesthatitwillnotuseinanyway,foritsownaccountortheaccountof anythirdparty,exceptasexpresslypermittedbythisAgreement,nordisclosetoanythird party,anyoftheotherparty'sconfidentialinformation.UponterminationofthisAgreement, eachpartywillreturntheconfidentialinformationtotheotherparty.
5.IntellectualProperty
Allintellectualpropertyrights,includingcopyrights,patents,patentdisclosuresandinventions, trademarks,servicemarks,tradesecrets,know-howandotherconfidentialinformation,trade dress,tradenames,logos,corporatenamesanddomainnames,togetherwithallofthe goodwillassociatedtherewith,derivativeworksandallotherrightsinandtoalldocuments, workproductandothermaterialsthataredeliveredtoClientunderthisAgreementor preparedbyoronbehalfoftheProviderinthecourseofperformingtheservicesareownedby Provider.
6.Indemnification
Clientshalldefend,indemnifyandholdharmlessProvideranditsofficers,directors,employees andagentsfromandagainstalllosses,damages,liabilities,costsandexpenses,including reasonableattorneys'fees,arisingoutoforresultingfromanythird-partyclaimallegingthat
Client'sdatainfringesacopyright,patent,tradesecretorotherintellectualpropertyright. ProvidershallgiveClientpromptwrittennoticeofsuchclaim.
7.LimitationofLiability
InnoeventshallProviderbeliabletoClientortoanythirdpartyforanylossofuse,revenueor profit,orlossofdataordiminutioninvalue,orforanyconsequential,incidental,indirect, exemplary,specialorpunitivedamageswhetherarisingoutofbreachofcontract,tort (includingnegligence)orotherwise.Provider'sliabilityfordamageshereundershallinnoevent exceedtheamountoffeespaidbyClienttoProviderinthe6monthsprecedingtheincident givingrisetotheclaim.
8.Termination
EitherpartymayterminatethisAgreementiftheotherpartymateriallybreachesanymaterial provisionofthisAgreementandfailstocuresuchbreachwithin30daysofreceiptofwritten notice.UponexpirationorterminationofthisAgreementforanyreason,Clientshallpay Providerforallservicesperformeduptotheeffectivedateoftermination.
9.Non-SolicitationDuringthetermofthisAgreementandforaperiodofone(1)year thereafter,Clientshallnot,directlyorindirectly,solicit,induce,recruitorencourageanyof Provider'semployeesorsubcontractorstoleavetheiremploymentorengagementwith Provider,orattempttosolicit,induce,recruit,encourageortakeawayemployeesor subcontractorsofProvider,eitherforClientorforanyotherpersonorentity.Violationofthis clauseshallentitleProvidertoliquidateddamagesequaltothecompensationofthesolicited employeeforoneyear.
10.GoverningLaw
ThisAgreementshallbegovernedbyandconstruedinaccordancewiththelawsoftheStateof Wyoming.
11.EntireAgreement
ThisAgreement,togetherwiththeSOW,constitutestheentireagreementofthepartiesand supersedesallpriororcontemporaneouscommunicationsbetweenthemwithrespecttothe subjectmatterhereof.NoamendmenttothisAgreementshallbebindingunlessinwritingand signedbybothparties.
