Shane Gatzke - Godman Guild
Contents
1. which was established in 1985 to provide custom software solutions In 1986 Profit Systems developed one of the first preventive maintenance software solutions available for the personal computer which has now evolved into our current PM Xpert Software EventPro Software was developed in 1997 for event management and quickly became an international success in many business sectors After persistent demand from the marketplace EventPro Planner was released in 2003 to help planners manage events held in non fixed locations EventPro Software is dedicated to providing superior customer service and updating our products with proven new technologies More importantly we are committed to listening to our clients to ensure our software adapts to their evolving event management needs in an ever changing world Our Products and Services e _EventPro Software Designed for venue managers who schedule location bookings coordinate functions and manage event resources e _EventPro Planner Software Designed for corporate or independent event planners who plan and manage events e PMXpert Software Designed for facilities that need to track and perform preventive maintenance on buildings vehicles and equipment e Training Our professional trainers will walk you and your staff through all areas of the software that are important to the successful functioning of your event management process Online training is performed using Go To Meetings and can2. 8 CalendarAssistant Service Enterprise Only Thank you for choosing EventPro Software Please provide your signature below to confirm your acceptance of this quote Include a Purchase Order Number if applicable and fax quote to 306 975 3739 Signature Purchase Order Date We accept Check Wire Transfer ACH via IAT VISA or MasterCard For Credit Card Authorization complete the section below My signature verifies that am the cardholder or have been authorized by the cardholder to make this credit card purchase Select one VISA MasterCard Card Expiry Date Name on Card print Cardholder s Signature Payment Terms are Net 30 Days All prices subject to change without notice EventPro Software is a division of Profit Systems Inc neither pay duties or taxes for international shipments FAS import duties and customs charges if applicable are not shown on the proposal and are the responsibility of the client Training Selections Prepared for Camp M ary Orton Attention Robert M eeker Account Representative Shane Gatzke Email ShaneG eventpro net Attached to Quote PSIQ2952 After you review the training selections below circle your choices on the attached Quote PSIQ2952 EventPro Software Training is an extremely important part of your software investment Training will help you maximize your knowledge of EventPro so that you can work faster reduce repetition and optimize your
3. database We offer the following valuable training packages to our customers 1495 00 Silver Training Package 10 Hrs Online e 2hours of online business analysis and consultation e 8hours of training using GoToM eeting com e Delivered in 1 and 2 hour training sessions e Database setup and configuration is your responsibility under Trainer s guidance 3995 00 Gold Training Package 3 Days Onsite 1 Hr Initial Consultation Online All travel related expenses are additional e 1day of onsite business analysis and consultation at your location e 2days of onsite training in person at your location time allocated to consultation and training may vary based on client s needs e 1hour of online consultation for preliminary assessment e Database setup and configuration is your responsibility under Trainer s guidance 5995 00 Platinum Training Package 5 Days Onsite 1 Hr Consultation Online 1 Hr Follow up Online All travel related expenses are additional e 2days of onsite business analysis and consultation software setup and configuration at your location e 3days of onsite training in person at your location time allocated to consultation and training may vary based on client s needs e 1hour of online consultation for preliminary assessment and 1 hour online for follow up training e Database setup and configuration is included in this premium training package Thank you for choosing EventPro training In the attached quote PSIQ
4. be booked on an hourly basis Onsite training is completed in a minimum of three days with our trainer traveling right to your office e Upgrade Protection Plan UPP The UPP is an annual support contract that provides you with access to regular software updates and upgrades preferential member pricing unlimited support via email and phone and other valuable support features e Customization For an additional charge we can customize reports and web interfaces to suit your business needs or perform your data import and export EventPro Software 105 15 Innovation Blvd Saskatoon SK S7N 2X8 Canada Ph 306 975 3737 Fax 306 975 3739 Email Sales eventpro net Web www EventPro net Upgrade Protection Plan The Upgrade Protection Plan UPP is an annual Support Contract that provides you with access to these exclusive benefits e New and Enhanced Software Features Delivered through two scheduled upgrades per year and numerous updates throughout the year e Preferential Member Pricing on all products and services and exclusive access to member only promotional offers Suggestion Box Participation of our UPP customers is our main source of new ideas for the software Software Hotfixes Released as required Unlimited Software Support Via telephone and email M onday to Friday 7 a m 5 p m CST User Manual Complete step by step instructions regularly updated by our in house Documentation Department to reflect current sof
5. 2952 above please circle the training option s that best suit your needs You can then fax the quote to 306 975 3739 Training Conditions 1 Timelines Onsite training requires at least 4 weeks of lead time for proper preparation and maximum benefit Onsite training booked with less than 4 weeks notice is subject to a 3 000 surcharge Online training credits expire 1 year after the date of purchase 2 Program Installation M eet or exceed system requirements Ensure EventPro is installed and running properly prior to training 3 Cancellation The Customer must provide 48 hour notice to the Trainer if Online training needs to be cancelled or rescheduled 4 Trainer Trainers are responsible for training the Customer on operation and functionality of EventPro but are not responsible for technical issues that arise The Customer is responsible for training that extends beyond the scheduled hours 5 Limitation of Liability EventPro Software is not liable for any indirect or consequential damages including but not limited to loss of business profits information or business interruption arising out of the use or inability to use EventPro Software The terms and conditions of the Program License Agreement apply EventPro Software 105 15 Innovation Blvd Saskatoon SK S7N 2X8 Canada Ph 306 975 3737 Fax 306 975 3739 Email Sales eventpro net Web www EventPro net Company Overview EventPro Software is a division of Profit Systems Inc
6. Mar 21 2014 Robert Meeker M anager Camp Mary Orton 7925 North High St Columbus OH 43235 Dear Robert We welcome the opportunity to present our software product and services to you At EventPro we don t just sell software we provide a complete venue function and event management solution We understand the challenges facing event managers and recognize the need for efficiency and accurate information when planning events EventPro is the new standard for excellence in event management software utilizing state of the art graphical technology for ease of use and competitive low pricing It is with great pleasure that we submit to you a proposal for the purchase of EventPro Software as well as the Upgrade Protection Plan and software training We look forward to providing you with a superior product for your future success in managing events Please do not hesitate to contact me if you require any further information or assistance Warm Regards Shane Gatzke Account Consultant 306 975 3737 ext 255 ShaneG eventpro net This proposal cannot be shared or copied without the written consent of EventPro Software EventPro Software 105 15 Innovation Blvd Saskatoon SK S7N 2X8 Canada Ph 306 975 3737 Fax 306 975 3739 Email Sales eventpro net Web www eventpro net gt EventPro Software QUOTE Quote PSIQ2952 105 15 Innovation Blvd Saskatoon SK S7N 2X8 Can
7. Minimum 800 x 600 256 color display Recommended 1024 x 768 32 bit color Supported Windows Server 2000 2003 2008 and 2008 Windows Server 2000 2003 2008 and Networks R2 2008 R2 Will run through Citrix Systems Terminal Will run through Remote Desktop Services Supported With Standard Edition purchase Access N A Databases 2000 With Enterprise Edition purchase MS SQL 2000 MS SQL 2005 MS SQL 2008 and MS SQL 2008 R2 All MS SQL Express versions are supported Network Minimum 100M B Sec Minimum 100M B Sec Speed Recommended 1GB Sec Recommended 1GB Sec Requires the MS SQL server installed with the appropriate licenses Edition EventPro EP WebSuite Software Feature Requirements EventPro e Version 6 12 7 734 or higher Operating System Windows Server 2003 Other o Microsoft NET 4 0 Framework Internet Information Services IIS 6 0 Knowledge of web servers in general Previous experience with HTML CSS programming is not required except to modify themes Note For the most up to date system requirements please visit http www eventpro net requirements html EventPro Software 105 15 Innovation Blvd Saskatoon SK S7N 2X8 Canada Ph 306 975 3737 Fax 306 975 3739 Email Sales eventpro net Web www EventPro net
8. Time to review software demo and proposal e Customized report writing optional e EventPro Software purchase e Training purchase e Upgrade Protection Plan fee e Time away from work for training e Additional Concurrent Users optional e Onsite trainer costs optional e Add on features optional Future Costs e Annual Upgrade Protection Plan fee optional e Re training for staff turnover optional Benefits e Professional corporate image e Accurate data analysis e Improved customer service e Efficient on line viewing and request system with e Immediate access to all event details EP Web module e Professional looking reports with digital e Immediate client access with website requests photographs and floor plans e Efficient task allocation for management e Efficient accounting and reporting processes e Improved security with user accessibility control e Efficient marketing campaigns with mail merge e Increased utilization of computers and network e Increase time for core business e Reduced storage space for hard copy files e Obtain immediate relevant event data e Reduced paper usage and error rates e Improved internal communication e Eliminate loss of hard copy event records e Improved reminders for daily tasks e Eliminate duplicate data entry EventPro Software 105 15 Innovation Blvd Saskatoon SK S7N 2X8 Canada Ph 306 975 3737 Fax 306 975 3739 Email Sales eventpro net Web www EventPro net O EventPro Software Product Features an
9. ada Date Maret 2014 Prepared For Account Representative Quote Valid Until Company Camp Mary Orton Shane Gatzke Apr 20 2014 Attention Robert Meeker Email Phone Email manager godmanguild org ShaneG eventpro net 306 975 3737 ext 255 Qty Description Unit Price Ext Price SOFTWARE STANDARD ACCESS EDITION 1 EventPro Standard 1 10 Locations Single User 2 195 00 2 195 00 2 EventPro Standard 1 10 Locations Additional User Total of 3 Concurrent Users 295 00 590 00 UPGRADE PROTECTION PLAN UPP 1 Upgrade Protection Plan Calculated at 18 of current purchase price min 625 625 00 625 00 A one year term of program upgrades maintenance releases and support UPP contract may be extended for multiple years for additional savings TRAINING Please circle your selection s Refer to the attached TRAINING SELECTIONS sheet for more information 1 Silver Training Package 10 Hrs Online Training 1 495 00 1 495 00 0 Gold Training Package 3 days Onsite Initial Consultation 1 Hr Online Travel Expenses Extra 3 995 00 0 00 0 Platinum Training Package 5 Days Onsite Initial Consultation 1 Hr Online Follow up 5 995 00 0 00 Consultation 1 Hr Online Travel Expenses Extra EventPro is available in Standard Access Edition and Enterprise MS SQL Edition Total D 4 Optional Advanced M odules 1 Accommodation 2 Attendee 3 Booth 4 Enquiries 5 EP WebSuite otal USD AAE A 6 EPM obile 7 TaskAssistant Service Enterprise Only
10. d Benefits EventPro Software is packed with a wide range of features and benefits which can be accessed quickly and easily through tab organization System Layout and Operational Flow CRM Customer Relationship Management Wizards Automatic Reminders Actions Packages Booking Calendar Detailed Event Management Screen EventPro s various buttons and tabs have been organized to follow the natural flow of function management Developed in close consultation with event managers the software groups related processes together so you don t waste time going from one end of the system to the other to complete related tasks Not just an event management system EventPro is the only application of its kind to offer a detailed Customer Relationship M anagement database This enables you to drive marketing campaigns and keep track of communications with existing clients and prospects EventPro s Booking Wizard guides you through the important steps of a booking to ensure that all necessary information is captured Wizards make the system exceptionally user friendly and minimize the time spent learning to operate EventPro which is a benefit for users with minimal computer experience or new employees The Booking Wizard also incorporates automatic conflict checking to safeguard against double booking rooms or resources EventPro has an internal reminder system that creates Actions automatic pop up windows that notif
11. e 105 15 Innovation Blvd Saskatoon SK S7N 2X8 Canada Ph 306 975 3737 Fax 306 975 3739 Email Sales eventpro net Web www EventPro net O EventPro Software Client Base With two powerful software solutions for managing events EventPro Software for event amp venue management and EventPro Planner Software for planning events in various venues we can serve a wide variety of clients in a diverse range of industries The following is a sample of our client base Clubs Royal Palm Yacht Club FL USA Edmonton Petroleum Club AB CAN Colleges Universities Schools Educap NY USA Learning Enrichment Foundation ON CAN Northeastern Ohio Universities College of Medicine OH USA Conference Meeting Facility Shisler Conference Center OH USA Manhattan Center NY USA U S Strategic Leadership Center PA USA Corporate M eetings Wedding Allegheny Technologies Incorporated PA USA Cruise Meetings OH USA Bedrock Real Estate Services M I USA Fairs Exhibitions Delaware State Fair DE USA Linn County Fair amp Expo OR USA Golf Course Golf Club at Newcastle WA USA Gosford Golf Club NSW AU Government The New York Public Library NY USA Department of Premier and Cabinet Victoria VIC AU Office of the Lieutenant Governor Government House SK CAN Hotel Resorts Catering Facility Jolly Hotel Madison Towers NY USA SeaWorld Re
12. itional information and notes regarding the plan You can also store photos images within the event EventPro comes complete with over 100 professionally designed reports for all of your event financial and booking needs Create custom reports or manipulate current ones to include only the information you need After you run a report EventPro gives you the option to print view on screen email or save the report to file If you decide to save your report to file you can choose from a range of formatting options including RTF Excel HTM L JPEG and PDF due to EventPro s seamless integration with Windows and applications such as Microsoft Office EventPro Software 105 15 Innovation Blvd Saskatoon SK S7N 2X8 Canada Ph 306 975 3737 Fax 306 975 3739 Email Sales eventpro net Web www EventPro net Global Restrictions User Security Rights Customize Tabs Location Setup Pop up Location Details Definable Setup Groups Defined Costs Prices Update Event Times Customer Groups Customer Records Financial Summary O EventPro Software Define the days your venue is closed and you will never need to worry about accidentally booking an event during your venue s downtime To ensure confidentiality a security system allows your System Administrator to control each user s access to various sections of EventPro For example one person can be given access to create events and enter the event requi
13. nd changes The versatile Attendee M odule does everything you would expect for comprehensive attendee management Track attendees and their guests create registration packages with various rates plan seating arrangements record dietary preferences mail merge invitations and confirmations record invoices and payments and much more If your facility hosts Trade Shows Exhibitions Conferences Fairs or any other kind of event that involves Exhibitors the Booth M odule will help you manage every detail You can set up any kind of booth you need and set rental fees exactly the way you want Use registrations package to track exhibitors and use mail merge to send personalized letters to numerous recipients All important information including invoices payments communications and booth assignments are stored one convenient easy to access folder within the related event Track potential business and sales activities the easy and efficient way with the Enquiries module Use this module to collect and store all of the relevant information about a potential customer and event including the enquiry source estimated value and probability When the prospective customer decides to book your facility simply convert the enquiry into an actual booking that uses the pre entered data EP WebSuite integrates seamlessly with your EventPro data for real time online access to key components of EventPro s functionality Unlimited users and clients can acce
14. r different charging options and have all beverage items available in one click Enter all of your form letters into EventPro and you will never have to retype a letter again M erge fields automatically add information such as client name address event name and much more Email standard letters reports booking confirmations invoices receipts and more with any M A P I compliant email program EventPro allows you to capture a range of client contact information including email addresses No more time consuming printing faxing cutting and pasting Any documents generated in EventPro can be emailed directly to the recipient Users can receive automatic notification of changes to an event and send email messages to clients and co workers directly Invoicing and payments are an integral part of any events based business which is why this feature is included as part of the EventPro package Whether you need to produce monthly or periodic invoices the batch invoice feature will handle it with ease M ost importantly invoices are automatically created from the details of the event Unlike some other packages there is no time wasting error prone copying and pasting to create invoices in EventPro You can also easily export invoicing data to various third party accounting packages Create clear accurate and professional room setup plans easily This feature is built into EventPro and includes a comments area for you to enter useful add
15. rements while another only has access to view the details of the event Turn off unneeded event maintenance tabs Define the type of setup and maximum capacity for each location Quickly view each location s room dimensions and special features that are available or built in Save time searching for items by defining types of setup and staff requirements Keep track of AV out sourced and in house equipment Set individual costs and prices for each setup staffing and catering item Update event start and end times easily Define client sub groups and assign client discounts or custom rates according to their category Record events the client has booked the contact people associated with them and any communications with the client View a complete financial summary of each event including profit loss and margins EventPro Software 105 15 Innovation Blvd Saskatoon SK S7N 2X8 Canada Ph 306 975 3737 Fax 306 975 3739 Email Sales eventpro net Web www EventPro net Optional Modules Accommodation Attendee Booth Enquiries EP WebSuite EPM obile If your facility contains accommodations the Accommodation M odule will help you manage all of the crucial details of reservations including room availability rates occupants check in check out dates invoicing payments additional charges and more Reservations can be attached to the related event so that they re easily accessible for quick review a
16. sort amp Water Park QLD AU Museum Phoenix Art Museum AZ USA Peabody Essex M useum CA USA CHW Museum of African American History M1 USA Religious Worship Mennonite Church Canada M B CAN Wycliffe Bible Translators FL USA Washington National Cathedral DC USA Bankstown District Sports Club NSW AU Armidale City Bowling Club NSW AU Goshen College IN USA Valencia College FL USA UCLA Anderson School of Management CA USA OSU Conference Services OR USA Kitsap Conference Center at Bremerton Harborside WA USA Express Event Professionals OK USA Johnson Space Center TX USA Meeting Designs M A USA Deschutes Fair amp Expo OR USA Fremont County Fair amp Rodeo WY USA Indian Summer Golf amp Country Club WA USA The Landings Yacht Golf amp Tennis Club FL USA City of Cornwall ON CAN Presidio Trust of San Francisco CA USA City of Marshall TX USA City of Winkler MB CAN Ambassador Conference Resort amp Hotel ON CAN Atrium Hotel and Conference Center OH USA Museum amp Gallery at Bob Jones University SC USA Museum of Contemporary Art CA USA National Corvette Museum KY USA Cypress Creek Christian Community Center TX USA Community of Christ M O USA Apostolic Church of God IL USA EventPro Software 105 15 Innovation Blvd Saskatoon SK S7N 2X8 Canada Ph 306 975 3737 Fax 306 975 3739 Email Sales eventpro net Web
17. ss event information online to the level you determine with security rights EP WebSuite s modularized design allows you to tailor it to your event management needs with EP WebCalendar EP WebBookings EP WebEnquiries EP WebPayments and EP WebSupplier EventPro users can now have the convenience and freedom of mobile web access You can check booked events on the calendar make booking requests find events and search for available space all from your mobile device See page entitled Optional Automation Services for more advanced options If you are interested in purchasing or seeing a free demonstration of any of these Modules contact your Account Representative Shane Gatzke at ShaneG eventpro net or 306 975 3737 ext 255 EventPro Software 105 15 Innovation Blvd Saskatoon SK S7N 2X8 Canada Ph 306 975 3737 Fax 306 975 3739 Email Sales eventpro net Web www EventPro net O EventPro Software EventPro System Requirements Server Workstation Minimum Pentium 4 3GHz Minimum Pentium 4 2GHz Operating Windows Server 2000 2003 2008 and 2008 Minimum Windows 2000 with latest System R2 Windows 7 with latest service packs 32 service packs amp 64 bit versions Recommended Windows XP Windows Vista Windows 7 with latest service packs 32 amp 64 bit versions Memory Minimum 4 GB Minimum 1 GB I er ee Disk Space Minimum 100 MB Minimum 50 MB DAS ee n Video Resolution 800 x 600 256 color display
18. tware development e The PSI Connection Our news blog which provides the latest news and tips from Profit Systems Inc the parent company of EventPro and PM Xpert Software e EventPro Bulletin Our bulletin sent as required to provide information about software updates and upgrades for assisting technical staff with network maintenance e EventPro Support Website 24 hour access to the newest Downloads Frequently Asked Questions FAQs What s New a list of latest enhancements new features and fixes Bug Report forms File Uploading and more While optional most clients keep their UPP contract up to date to continue receiving the maximum benefits from EventPro Software and our Technical Support Department As a reminder a convenient renewal invoice will be sent 6 weeks prior to your annual renewal date Or at any time you may choose to pre pay a multi year Extended Upgrade Protection Plan and lock in UPP benefits at the current price up to 5 years to bypass inflationary price increases If your UPP contract lapses you will have the option to reactivate at any time An accumulative reactivation fee applies for each year the UPP had lapsed This reactivation fee covers the cost of development releases valuable enhancements and new features that are added to the software throughout each year all of which you will regain upon reactivating your UPP contract You will also regain access to our Technical Support experts EventPro Softwar
19. www EventPro net Analysis The Current Situation Camp Mary Orton is seeking professional event management software to streamline the process of organizing and scheduling multiple event spaces and resources EventPro s Solutions for Common Challenges Reporting EventPro produces detailed analytical management reports and useful client reports at the click of your mouse button Booking EventPro simplifies and automates your booking process Communication EventPro tracks all correspondence including emails faxes telephone calls and traditional print correspondence Historical Data EventPro stores event details for simple reference and to instantly create a repeated event Enquiry Module EventPro tracks the enquiry process to help you manage potential clients from the time they enquire until they decide whether to book Attendee Module EventPro tracks contact information and details for attendees when you need to know who is registered for an event EP WebSuite EventPro s powerful web integration application allows you to book and review events make payments accept enquiries and more all online It s a very flexible tool in which you can control whether information is available to defined users only or to the general public And EventPro has many more great features Cost Benefit Analysis A cost benefit analysis is provided for your consideration Some of the costs may not apply to your business Initial Costs e
20. y users of impending tasks You can create reminders for one person or a group of people Sell your facilities and services through packages All of your resources including equipment staff catering and beverages can be bundled and sold as standard packages saving valuable time when creating events The Booking Calendar can be viewed in day week month or year format with different users able to have their own default preferences The user defined color codes allow you to easily identify the status of each event A quick reference of event names time and statuses appear along the top of the calendar To move events you can drag and drop events from one location to another In the Event M aintenance screen access to detailed event information is just a click away Add setup equipment labor catering and beverages or view customer discounts quickly and easily EventPro Software 105 15 Innovation Blvd Saskatoon SK S7N 2X8 Canada Ph 306 975 3737 Fax 306 975 3739 Email Sales eventpro net Web www EventPro net Advanced Catering Advanced Beverage Letter Templates Contact Log and Communications Email Directly from EventPro Messaging Invoicing and Payments Floor Plans Images Reports O EventPro Software Pre set your catering configurations for buffet and served menus down to the menu item level and even set the portion quantities No more typing Pre set your beverage configurations fo
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