No - one single database for all modules

Software Product: System Company 2 Company 3 Company Name: Mark Systems

Website: www.marksystemsusa.com Sales Contact: John Rogovich

Phone: 800-972-7444

Cell Phone:

Email: [email protected] General Questions

How many different software products are required for a complete

implementation? 1

Is support delivered through a single source, or does each product

provide it's own support? Single source

Does each product require a separate database / licenses? No

Can the software be cloud-based? Yes

Can the software be self-hosted? Yes

Are enhancements / updates included with support or purchased

separately? Included with support

How frequently are enhancements released for each required

product? Quarterly

Do all modules retain the same consistent "look and feel"? Yes

Can the system be customized for our unique needs? Yes

Does the system support multiple companies within the same

software / database? Yes

Does the system include a full Document Management System? Yes Are documents included in the same database as other data? Yes Does the software company offer business management consulting

services delivered from software experts? Yes

Has the software company been in business for more then 30

years? Yes

Does the company have more then 100 other customers like us? Yes Is the software company located in the United States? Yes

Sales System

Traffic / Prospect Management

Does sales require a separate system or database from production or accounting?

No - one single database for all modules

Can sales be assigned to communities within divisions? Yes Can multiple priceouts be created for each prospect? Yes

Can unique sales contracts be created per division? Yes

Can unique sales agreements be created per community? Yes Can traffic data be broken down by community and/or region? Yes

Can traffic questions be customized? Yes

Can customer surveys be created? Yes

Can marketing campaigns (task lists) be defined? Yes

How are marketing campaigns triggered? By user-defined traffic responses

Is there any limit to marketing campaigns? No

Can the same mechanism (campaigns) be used for post-sales

communication? Yes

Are both hard copy and email communications supported? Yes

Can sales personnel schedule there own tasks? Yes

Can additional comments / notes be tracked by prospect and

salesperson? Yes

Sales Documents

Is there any limit to the number of buyers that can be included in a

sale? No

Are sales documents automatically generated? Yes

Is there any limit to the number of sales documents defined? No

Can sales documents be community specific? Yes

Can sales documents be user-defined, or must they come from the

software company? User-defined

Is sales document generation a standard part of the software or

does it require another step / product? Standard

Can electronic documents / files (scans of signed contracts, plans,

such as the field (based on permissions)? Yes Can pictures / specifications / other electronic documents be

attached to options? Yes

Can home buyers view attached documents? Yes

Selections / Change Orders

Can home buyers create a web-based selection sheet or "wish list"? Yes

Are non-priced (standard) selections included? Yes

Are sales prices calculated by cost + margin? Yes

Are prices locked in once selected? Yes

Are available selections controlled by community / model /

elevation? Yes

Are available selections controlled by stage of construction? Yes Do selections and sales comments flow directly to Purchase Orders

/ Work Orders? Yes

Is management notified when a sales agreement is created? Yes Are change orders supported within the same system as changes to

the original agreement? Yes

Are change order selections controlled by community / model /

elevation / stage of construction? Yes

Are custom options supported? Yes

Are sales management / purchasing automatically notified when a

custom option request is made? Yes

Can customer / prospect information be easily exported? Yes

Can prospect information be easily imported? Yes

Is financing information tracked for each sale? Yes

Are realtors tracked separately within the sales system? Yes Can we provide a login for the buyer's mortgage company to view

Software Product: System Company 2 Company 3 Purchasing / Estimating

Contracting

Does the system support single-step fixed price contracts? Yes Does the system support material list take-offs for suppliers? Yes Can contracts and material list take-offs be defined at the

community level and / or a global level? Yes

If contracts are defined globally, can community contracts override? Yes If material list offs are defined globally, can community

take-off requirements override or add to the global take-take-off? Yes Does the system support "wild carding" of contracted costs? Yes Do accepted contracts automatically update master base and

option budgets? Yes

Can multiple subcontractors be accepted for the same trade

(backup contracts)? Yes

Can we store pricing from multiple suppliers and decide who to use

by development or house? Yes

Can contracts be specified for individual houses only? Yes Are contracts controlled by effective / expiration date? Yes

How much contract history is available? Unlimited

Are vendor bid worksheets automatically generated from contracts

/ estimates? Yes

How are bid worksheets delivered to vendors (email / fax / web

portal)? Email / fax / web portal

Can bid worksheets be created for all products being offered in a

community at once? Yes

Can bid worksheets be created for specific products or a range of

products? Yes

Can bid worksheets be created for base house and option products,

together or individually? Yes

Can bid worksheets be automatically imported back into the

system? Yes

Are contracts created automatically from bid worksheets? Yes Can bid worksheets be accepted from multiple subcontractors

within a trade? Yes

Can one contract be defined as the "budget" contract per trade? Yes Can "Scope of Work" be defined individually for each trade / pay

point? Yes

Can electronic documents (contracts, scope, specifications, plans)

be attached to each contract? Yes

How are options defined independently of the underlying base

house? By sub-code within category

Can a single option be used on multiple house types with different costs / sales prices avoiding the requirement of using multiple

options? Yes

Are option costs managed in detail, by option and house type? Yes Can "wild carding" be used to specify option costs across house

types / elevations? Yes

Can option costs be defined globally, then overridden at the

community level if required? Yes

Contracted Work Orders

Are work orders generated automatically based on the sales

agreement, change orders and trade partner contracts by stage? Yes On average, is the work order generation process a 1 minute or less

task? Yes

Do work orders automatically include both base house and option

costs for each construction activity? Yes

Are work orders automatically turned into AP invoices once

approved by the field super? Yes

Can work orders be automatically emailed to the trades? Yes Can trade partners get copies of work orders from their portal? Yes Can work orders be re-assigned to different vendors after they are

the design process? Yes Take-Offs / Material Lists

Can material lists (take-offs) be defined globally, with only the

differences being maintained by community? Yes

Can material lists be imported and exported? Yes

Can prices lists be imported from suppliers? Yes

Can each supplier have a separate part number related to the

builder's part number? Yes

Is there a limit to the number of suppliers pricing for a given part? No Can supplier pricing be compared by material list / takeoff rather

than piece by piece? Yes

Can parts be easily replaced across all / a range of material lists? Yes If a change is made to a global (parent) material list, does that

change automatically appear in the subdivision (child) material

lists? Yes

Are all material lists for an option grouped within that option? Yes Do option take-offs combine with base take-offs to produce the

combined net result on a purchase order by cost code? Yes Are take-offs for base and options handled differently for spec

houses? No

Is "wild-carding" supported to reduce the number of required

takeoffs? Yes

Custom Options

Is purchasing / estimating automatically notified when a custom

option request is generated by sales? Yes

Is approval routing for custom options supported? Yes

Are custom options developed uniquely for each house? Yes

How long are custom option estimates available? Unlimited

Can custom option estimates be created from standard options

and/or previously created custom options? Yes

Is there any limit to the number of custom options on a house? No Purchase Orders

Is the purchase order generation process automatic based on

defined take-offs and selections from design? Yes

Can job budgets be created automatically before a job is accepted

for a "pro-forma" profit analysis, or must they be created manually? Yes On average, is the purchase order generation process a 1 minute or

less task? Yes

Can automatic, "included" sales options be applied per community? Yes Are purchase orders created at net eliminating part quantity

arithmetic showing +'s and -'s? Yes

Does each purchase order retain the intelligence of which options

are included, and the net cost for each option? Yes

Are option selections restricted as purchase orders are produced to

reduce or eliminate changes to PO's? Yes

For multi-family construction, can purchase orders be created at both the building and the unit level, with pro-rated costs allocated

to each unit? Yes

Can PO's be reassigned to different vendors after they're released? Yes If a PO is reassigned, does the system allow the user to either keep

the original cost or use the new vendor's prices? Yes

Variance Purchase Orders

Can superintendents generate VPOs from the field via phone,

tablet, etc.? Yes

Are individual VPO limits set by user? Yes

Are VPO approvals defined by a hierarchy based on the variance

type? Yes

Are users automatically notified when a VPO requires their review /

Software Product: System Company 2 Company 3

Job scheduling

Can schedules be assigned by plan / division / community? Yes Can trade partners view their schedules on the portals? Yes

Can supers view / update schedules on their phone? Yes

Does the system support both "system push", "no push" amd

"evenflow" scheduling? Yes

Does the system support multiple predecessors in a critical path? Yes Does the system support option schedules integrated in with an

existing house schedule? Yes

Are option schedules automatically integrated into base house

schedules based on change orders? Yes

Does the system support quality checklists for each activity for both

vendors and supers? Yes

Are payment approvals defined by activity? Yes

Can a super progress an activity WITHOUT approving payment? Yes Is schedule information available to customers via their portal? Yes Does the system support summary (milestone) schedule reporting? Yes

Can user-defined schedule reports be created? Yes

Website / Portals

Can data be tied to existing sales data? Yes

Are their specific portals for:

Superintendents? Yes

Trade Partners? Yes

Customers? Yes

Mortgage Lenders? Yes

Do web portals use the same database as all other modules, or

must data be uploaded to the web? Yes

If uploaded, how frequently is the data transferred? N/A Must updated information from the web be downloaded and

processed, or is the database instantly updated as it happens? Updated instantly Can all web users see job start and selection information (without

prices)? Yes

Can all web users see appropriate attached documents (plans,

specifications, markups, etc.)? Yes

Automatic notification to subs of insurance expiration, schedule

changes, new purchase documents, lien waivers, etc.? Yes Automatic delivery of work orders, purchase orders, service orders,

VPO's, backcharges to web portals? Yes

Automatic email of workorders, purchase orders, service orders,

Accounting Job Cost

Are job budgets created automatically from the sales agreement /

change orders? Yes

Are variances tracked separately from standard costs? Yes Are options tracked separately from base house costs? Yes

Can reports be generated for variances only? Yes

Can job profitability reports be generated at any time? Yes Is performance (volume, profit margin) tracked for both base house

models and options? Yes

Are indirect costs captured by subdivision? Yes

Can indirect costs be allocated to each job? Yes

Are job closings automatic? (Cost to complete calculation and setup

of reserve) Yes

How are cost codes assigned/created? User-defined

Can cost codes be added/changed once created? Yes

Are budgets by pay point within each trade and job? Yes

General Accounting

Can multiple periods be open at the same time? Multiple years? Yes - unlimited

How long is financial detail maintained? Unlimited

Can we "drill up" from a GL transaction to the source entry screen,

and from there to the source document (invoice / PO)? Yes

Does the system support batch control for auditing? Yes

Can one transaction effect multiple companies? Yes

Are automatic inter-company transactions supported? Yes

Does the system provide cross-company GL reporting? Yes

Can journal entries be imported from Excel? Yes

Can GL budgets be imported and exported from/to Excel? Yes Can GL budgets be created automatically from prior year actual? Yes

Accounts Payable

Are EFT payments to subcontractors supported? Yes

Is MICR check printing supported? Yes

Can Invoices be distributed to multiple companies? Yes

Auto-pay based on super's approval from web portal? Yes

Are super approvals instantly updated in the database, or must they

be uploaded? Instantly

Automatic lien waiver generation and tracking during check

processing? Yes

User-defined lien waiver format and verbiage? Yes

Automatic check-hold based on expired insurance, outstanding lien

waivers, etc.? Yes

Can invoices be paid at any time without changing the due date? Yes Can invoices be selected automatically or individually? Yes

Can invoices be selected by house? Yes

Multiple purchasing addresses per vendor? Yes

Communications preference by vendor (email / fax / web / etc.)? Yes

Financial Reporting

Can financial report be created per division/company? Yes

How flexible are the financial reporting templates? Completely user-defined Are standard pre-coded financial statements included (P&L, Balance

Sheet, etc.)? Yes

Does the system support GAAP financial statements? Yes

Does the system support user-defined financial statements? Yes Does the system support user-defined "cross tab" financial

statements (excel format)? Yes

Can consolidated reports be generated even if each company has a

different chart of accounts? Yes

Software Product: System Company 2 Company 3

Can ad-hoc reports be created? Yes

Can custom reports be created? Yes

How are standard reports viewed? Via report viewer, pdf or Excel

Can reports be exported to XLS/PDF? Yes

Can reports be distributed through email? Yes

Can we use any report writer or are we limited to a specific one? Any

System Administration

How are security profiles created/maintained?

By type, then individually by user

How is divisional security handled?

Data security by region / company / subdivision Can security by assigned by job tasks – PO administrator, office

manager, sales, corporate? Yes

Can security profiles filter community or regional data? Yes Implementation

What is recommended timeframe? What is the cost?

What is the timeframe once contract is signed? Will we have any preparation materials? What can we do now to prepare? Is there an implementation schedule? How will data be migrated into the system?

Does the software company offer project management services during implementation?

Does the software company offer data gathering services during implementation

Cost

General

Is the software paid for up-front or as-you-build? As you build Are software changes incorporated for FREE?

How often are changes implemented? How are software changes determined? Do we have any say on software changes? One-time Licensing Training Data Conversion Implementation Monthly Support Software Maintenance Other Upgrades / enhancements Per-unit charges Travel Other