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Cost Projection SurveyDennis Luy2021-06-23T16:51:47-07:00

Step 1 of 5

20%
  • General Information

  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • Current Cost (Monthly)

  • (Include prior conversion expenses, core processing equipment / not PC’s or printers, software purchase)
  • Item:Monthly Cost:Months Remaining 
  • Membership

  • ATM / DEBIT CARDS

  • Does not include authorized
  • CREDIT CARDS

  • Does not include authorized
    If the credit union has credit cards with FNIS (FIS or Certegy), a copy of a recent monthly invoice with detail may be requested
  • SHARE DRAFTS

  • AUDIO RESPONSE

  • Any data from your existing system will help here (i.e. number of logins, transactions, etc). If you don’t have the minutes, please provide what you can.
  • WEB BANKING

    This allows the member to see an image of the actual check through home banking.
  • ONLINE BILL PAY

    This allows the member to see an image of the actual check through home banking.
    This means the member only signs into web banking and does not have to sign on again to bill pay.
  • ACH

  • CREDIT BUREAU

  • LOAN FORMS

    A budget number will be provided in the cost projection however, an actual bid will be generated based on review of the forms by our programming teams.
  • BRANCH INFORMATION

  • STAFF COUNTS (INCLUDE ALL BRANCHES):

  • HARDWARE

    For the purposes of this initial cost projection, hardware is not being assessed in detail. A detailed pre-site walkthrough will be necessary to evaluate your hardware. Please simply provide the general information below for an estimate of hardware cost. If the credit union has a detailed list of all equipment, this information would also be helpful.
  • EXISTING EQUIPMENT COUNTS

  • This field is for validation purposes and should be left unchanged.

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