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Proposal Template

Client Information

Quote Details

Assessment Stage

What We Heard — Current Situation

The Unasked Question

Your Goals — Where You Want To Be

Success Looks Like

What's Working

What's Possible

Timeline Milestones

Testimonial

Pricing

Agreement Details

Risk of Staying

Opportunity Ahead

From Stabilizing to
Reliable — Complete
Your Foundation
A strategic partnership to build on your progress and achieve truly reliable, predictable technology.
Quote #: QUO-01009-Z5H2Y4 | Valid Until: 3/17/2026
Prepared For

West Philadelphia Bronze

500 Concord Ave, Chester, PA 19013

Prepared By E3 IT Services

Ryan Sullender

901 RT 168, Suite 401

Turnersville, NJ 08012

Ryan@e3itservices.com | 856-875-1400

Technology monitors
Understanding Your Position

You've Made Real Progress — Now Let's Build on It

After our discovery conversation, we've identified that your organization is in the "Stabilizing Technology" stage. You've escaped the daily chaos and implemented some basic procedures and standards. Now it's time to achieve truly reliable systems.

What We Heard

Current Situation

  • Day-to-day operations are functioning and largely stable.
  • Technology is primarily supporting current operations and compliance needs.
  • Compliance requirements (federal / DoD-adjacent) are document-driven and reactive.
  • Security controls exist, but formal documentation, validation, and third-party assessment gaps exist.
Your Goals

Where You Want To Be

  • Technology and security positioned to meet expectations without disruption or rework
  • Confidence that required controls are implemented, documented, and defensible if reviewed or audited
  • Reduced ambiguity around compliance requirements.
  • Ability to demonstrate compliance progress without relying on last-minute documentation efforts

The Unasked Question

While systems appear to be "working," the deeper concern is whether the current security and technology posture is truly defensible.

How do we ensure our existing controls, processes, and documentation will stand up to a formal review or third-party assessment—without creating operational risk, delays, or jeopardizing current or future contract opportunities?

Success Looks Like

Success means the organization can demonstrate security requirements through documented, implemented, and consistently enforced controls. Required evidence is readily available and aligns to applicable standards, allowing compliance inquiries, reviews, or third-party assessments to be addressed without operational disruption.

🏆

You've Already Proven the Truth

By reaching Stabilizing Technology, you've proven that "properly managed technology CAN be predictable and reliable." Now it's time to fully realize that potential and achieve Reliable Systems.

Your Technology Assessment

Your Current Position:

STABILIZING TECHNOLOGY

You've implemented basic procedures and standards. Occasional disruptions still occur, but you're beginning to see technology as potentially valuable rather than just a cost.

Technology Peace of Mind Levels

StageScoreCharacteristics
Reactive ChaosRedDaily technology fires, constant disruptions, IT as cost center
Stabilizing Technology ← YOU ARE HEREAmberBasic procedures implemented, occasional disruptions, beginning to see value
Reliable SystemsLight GreenConsistent operations, technology supports business, process excellence
Technology AdvantageDark GreenTechnology as strategic asset, drives growth, competitive edge, true partnership

What's Working

Basic Standards in Place

You've moved beyond pure chaos and have some foundational procedures.

Reduced Emergency Frequency

While issues still occur, they're no longer a daily occurrence.

Growing Technology Awareness

You're starting to see how technology could add value beyond just "keeping the lights on."

What's Possible Beyond "Good Enough"

Inconsistent Operations

Some weeks are smooth, others bring unexpected disruptions.

Incomplete Process Excellence

Standards exist but aren't fully implemented or consistently followed.

Our Goal Together

Stabilizing TechnologyReliable Systems

Technology Peace of Mind

At the heart of what we do at E3 IT Services is creating Technology Peace of Mind for the businesses we serve. At your level, this means focusing on the outcomes that transform technology from reliable infrastructure into strategic advantage:

Our Three Pillars of Partnership

🪑

Clear Business Value

Every technology investment directly contributes to measurable business growth — not just operational stability.

Predictable Technology

You've achieved this. Now we build on it to create competitive capabilities.

🤝

True Partnership

We proactively identify business opportunities — functioning as your strategic technology advisor.

The E3 Approach at This Level

What makes E3 IT Services different is our systematic approach to moving businesses up through the Technology Peace of Mind levels:

1. Proactive Standards Framework™

Building on your foundation, we complete the implementation of proactive standards to eliminate remaining disruptions.

2. Value Optimization Model™

We connect every technology dollar to specific business outcomes you can measure and track.

3. True Partnership

We function as an extension of your team, proactively identifying business opportunities — not just maintaining systems.

What Technology Advantage Delivers

What Reliable Systems Looks Like

  • Consistent operations day after day
  • Technology that actively supports business needs
  • Process excellence with reliable, repeatable results
  • Foundation ready for strategic advantage

Expert Consulting • Efficient Implementation • Exceptional Performance

This is what E3 stands for — and what you can expect from our partnership.

Your Transformation Timeline

Here's exactly what you can expect as we help you cross the "good enough" line and achieve Technology Advantage:

Within 30 Days: Complete Standards

The initial phase focuses on establishing an accurate and defensible understanding of the organization's current compliance posture. During this period, systems, processes, and documentation are formally assessed against applicable federal requirements, including the NIST SP 800-171 framework.

Within 90 Days: Achieve Reliability

Following the assessment phase, remediation efforts begin based on identified gaps and risk prioritization. During this phase, administrative, technical, and procedural controls are implemented to address deficiencies, with particular focus on access control, identity management, endpoint security, logging, and incident response capabilities.

Within 1 Year: Strategic Foundation

At approximately six months, the organization transitions from remediation to validation and audit readiness. By this stage, required controls are expected to be implemented, operational, and consistently enforced across all in-scope systems.

Measurable Outcomes

Consistent Operations

Technology works the same way, day after day — no more surprise disruptions

Process Excellence

Documented, followed, and continuously improved procedures

Clear Business Value

Every IT investment connected to specific, measurable outcomes

Team Confidence

Your people trust the technology and can focus on their actual work

Before partnering with E3 IT Services, we were constantly dealing with technology problems that disrupted our business. Now our systems simply work, allowing us to focus on serving our customers and growing our business. The transformation has been remarkable."

- Compass Insurance Group

Your Customized Solution

Complete the Foundation — Achieve Reliable Systems

Based on your assessment and goals, we've designed a solution to build on your progress and move you from Stabilizing Technology to Reliable Systems.

ComponentHow it WorksBusiness Impact
Proactive Standards Framework™ CompletionGap analysis, complete implementation, consistent application across all systemsEliminates remaining disruptions — achieves true reliability
Value Optimization Model™Connects every IT investment to specific, measurable business outcomesTransform perception of IT from cost to value driver
Process Excellence ProgramDocumentation, training, and continuous improvement of all IT processesConsistent, repeatable results you can count on
24/7 Proactive MonitoringAdvanced monitoring with predictive alerting and automated remediationIssues resolved before they impact your business
Strategic Technology PlanningRoadmap development aligned with business objectivesFoundation for future Technology Advantage

Phase 1: Complete Foundation

  • Gap analysis of current standards implementation
  • Complete Proactive Standards Framework™ deployment
  • Implement advanced monitoring capabilities
  • Begin Value Optimization Model™ integration
  • Establish process documentation standards

Phase 2: Achieve Reliability

  • Process excellence program implementation
  • Complete Value Optimization Model™ deployment
  • Team training on new procedures
  • Strategic technology roadmap development
  • Transition to continuous improvement mode
Why Act Now

The Risk of Staying in Stabilizing

You've made great progress, but staying in the Stabilizing phase carries real risks:

🚨 Backsliding Risk

Without complete implementation, partial standards can erode over time, potentially sending you back toward Reactive Chaos.

🕐 Continued Disruptions

Occasional issues still impact productivity. Each disruption costs time and money that could be prevented.

🚫 Unrealized Potential

Without strategic technology direction, board and investor questions about technology remain challenging.

🎯 Competitive Gap

You've invested significantly in reaching Reliable Systems — now is the time to maximize that investment.

The Opportunity Ahead

Achieving Reliable Systems unlocks real possibilities:

Predictable Technology

Technology becomes a driver of business growth and competitive advantage — not just supporting infrastructure.

Clear Business Value

Capabilities that set you apart from competitors and attract customers who value what technology enables you to deliver.

Path to Strategic Advantage

Complete confidence that technology is advancing business goals. Present to boards and investors with clarity and conviction.

Partnership Priority

We're selective about our Strategic Owner partnerships—we want to ensure we can truly add value at your level. If this partnership moves forward, you'll receive our highest tier of strategic attention and innovation resources.

Investment Options

Choose the agreement term that best aligns with your business's strategic technology goals:

1-Year

per user / month
$400
  • True Partnership governance
  • Strategic opportunity assessment
  • First competitive advantage initiative
  • Quarterly executive reviews
  • Lock pricing for 12 months

2-Year

per user / month
$350
  • Everything in 1-Year
  • Value Optimization Model™ (Advanced)
  • Multiple competitive initiatives
  • Board-ready reporting
  • Price protection for 24 months

Your Investment Summary

Users Covered:7 users
Monthly Investment:$2,450 /month
Annual Investment:$29,000/year

What's Not Included

Transparency matters. These items are billed separately:

  • Hardware purchases and replacements
  • Major project work (migrations, new deployments)
  • Custom development or integrations
Getting Started

Our executive onboarding process is designed for organizations at your level—focused on strategic alignment and immediate value creation:

Your Onboarding Journey

1

Week 1: Executive Alignment

Strategic sessions with leadership team, business objective mapping, innovation priority alignment.

2

Week 2: Competitive Analysis

Technology capability benchmarking, competitive landscape assessment, opportunity gap identification.

3

Week 3: Innovation Roadmap

Emerging technology evaluation, pilot planning, first innovation initiative scoping.

4

Week 4: Partnership Launch

Executive reporting established, communication cadence set, first strategic initiative launched.

What We Need From You

To Get Started

  • Signed agreement
  • Executive sponsor (C-level ideal)
  • Access to strategic planning documents
  • 90-minute executive kickoff

Our Commitment

What You Can Expect

  • Seamless integration with existing operations
  • Immediate strategic value, not just operational
  • Board-ready reporting from day one
  • Direct executive communication channel

Ready to Extend Your Technology Leadership?

Contact Ryan Sullender at Ryan@e3itservices.com or 856-875-1400 ext 727 to discuss how we can help you stay ahead.

Partnership Agreement

This proposal represents our commitment to helping you maintain and extend your technology leadership. By signing below, you're choosing a partner dedicated to keeping you ahead of the curve.

Agreement Summary
Client:West Philadelphia Bronze
Service Term:2-Years
Users Covered:7 Users
Monthly Investment:2,450
Start Date:3/9/26

Terms & Conditions

  • This Quote is governed by the Master Services Agreement at https://www.e3itservices.com/msa/
  • Services defined by our Services Guide at https://www.e3itservices.com/sg/
  • Monthly invoicing, due net-15
  • 30-day written notice required for changes
  • Annual rate review with 60-day notice of adjustments

Our Guarantee

We're confident in our ability to deliver strategic value. If we don't show measurable business impact from technology within 90 days, we'll work for free until we do.

For E3 IT Services:

Date: 2/17/26

Name: Ryan Sullender

Title: Partner / Operations Manager

For West Philadelphia Bronze:

Date:

Name:

Title:

Signature:

Managed IT Services

Prepared For:

West Philadelphia Bronze

Gerry Slattery

500 Concord Ave
Chester, PA 19013

P: (610) 874-1454

E: gslatts@westphilabronze.com

Prepared by:

E3 IT Services

Ryan Sullender

901 Rt 168 Suite 401 & 402
Turnersville, NJ 08012

P: 856-875-1400

E: Ryan@e3itservices.com

Quote Number
01009-Z5H2Y4
Date Issued:
2/17/2026
Expires:
3/17/2026
DescriptionQty
E3 Complete Managed Services

E3 Complete Managed Services is our all-in-one technology management program that keeps your systems running, protects your business, and supports your team every day.

We handle everything from device management and Microsoft 365 administration to security, backups, and user support. Your environment is monitored, updated, and maintained continuously, and your team gets dependable help whenever they need it.

We also provide ongoing technology guidance, budgeting support, and an annual roadmap so your systems stay aligned with your business goals.

E3 Complete gives you stable day-to-day operations, strong security, and a trusted team watching over your technology so you don't have to.

7
Technology Management & Support

Office 365 tenant administration

User onboarding and offboarding

Workstation and laptop management

Server and infrastructure management

Network monitoring and maintenance

Firewall configuration and updates

Helpdesk and remote support

Hardware lifecycle tracking

Security & Protection

SOC-backed endpoint detection and response (EDR)

Device protection and continuous threat monitoring

Patch management for operating systems and applications

Vulnerability identification and remediation guidance

Multi-factor authentication enforcement

Password policy management

Email security and spam filtering

Identity and access management

Backup & Continuity

Server and cloud backup monitoring

Workstation backup options (if required)

Daily backup health checks

Routine restore testing

Disaster recovery guidance

Business continuity documentation

Technology Planning & Oversight

Quarterly technology reviews

Budget planning for IT needs

Software and licensing oversight

Hardware replacement recommendations

Network and system documentation

Annual roadmap and strategy session

Standards & Stability

Deployment of a consistent technology baseline

Remediation of outdated or unsupported systems

Recurring issue elimination

Vendor and tool consolidation recommendations

Full documentation of configurations and systems

User Experience Support

New hire device setup

Secure remote access configuration

Support for core business apps

Guidance for Microsoft 365 productivity tools