Concord Financial Advisors

Website Redesign

Prepared for:

Tom Jones

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Disclaimer

The attached information is a detailed proposal for a website design project for Concord Financial Advisors, referred to as “CFA”, dated March 6, 2015. It outlines the tasks, development schedule, deliverables schedule, project management and budget estimate for the project. All material, information, system layouts, rules, technical and functional specifications, outlines and overviews, flowcharts, graphics designs and related information contained within this proposal are strictly confidential and its use is intended solely for CFA to evaluate Lanex, LLC as a potential vendor. No portion of the supplied material may be reproduced or distributed in any way without the expressed written permission of Lanex, LLC.

What Makes Us Different?

We provide our customers excellent service at a reasonable price. We take the time to learn your initiatives, your business, as well as your long-term strategic goals. In today’s business world, investments in a technology solution should not only be made to meet current business goals, but be created with your long term vision in mind. We heavily invest in “upfront” time by conducting a task analysis which allows us to propose the most effective solution, while offering additional cost-saving ways to increase performance and integration. It is not uncommon for us to ask questions or constructively question current processes. In doing so, we can ensure that the product meets your desired outcome and exceeds your expectations.

Our previous experience with similar projects gives Lanex, LLC the ability to expedite the job task process-thus

saving cost and time.

Awards Received:

2014 Communicator Award of Distinction – http://www.PowersRealty.com/

2013 W3 Silver Award for Hours Against Hate Website - http://www.hoursagainsthate.org

2013 Communicator Award of Distinction for Firefly Real Estate Website

(http://www.fireflyrealestate.net)

2008-2013 Indian Summer Sponsor Award

2007 GDUSA Graphics Design Award – Come To The Brook

2006 Communicator Award – Telling The Truth

2001 Communicator Award, Learning Management System – Whitmire Microgen

2001 Communicator Award – Tyndale House Publishers Corporate Website

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Greetings

Lanex, LLC is pleased to present this proposal to Concord Financial Advisors for the redesign of their website, located at the URL http://www.concordfinancialadvisors.com/ . The Lanex team brings you creative and experienced designers, problem solvers, developers and support specialists. Our project approach streamlines the development process, enabling you to confidently move forward with your project. In summary:

Your project is an excellent fit with our abilities and experience. We maintain extensive experience delivering flexible, tailored CMS-based sites that will engage your audiences.

Lanex has extensive experience developing compelling, easy-to-navigate sites that lower cost of maintenance by eliminating the need for ongoing technical expertise.

We understand the importance of standards in developing websites and we are prepared to deliver a product that is consistent with current technologies.

We have distinguished ourselves as an excellent company to partner with through:

Over 16 years in business, accumulating excellent references.

Outstanding value - a broad skill set, proven ability and excellent customer service, at a reasonable price.

An established reputation in the industry.

Development Process

Upon acceptance of the proposal, Lanex will schedule a project “Kick Off” meeting at a mutually-convenient time.

Kick-Off Meeting The purpose of this initial meeting will be to discuss the project as a whole, including design elements, functional aspects, and a general timeline. Specific topics which may be discussed at the kick-off meeting include:

Domain name acquisition, if necessary.

Functional aspects of the website which are particularly complicated, or, may require additional information.

(Optional) Search Engine Optimization and review of Internet Marketing Optimization report

Establishment of merchant accounts, or logins and ID’s that may be required for services such as Google Analytics.

Links to Social Media websites, if applicable.

Design elements for the new website, including: o Sources of imagery, including stock art or photography o Websites that you “like”, or feel work well from a navigational, color, or design standpoint o Websites that you don’t like, and don’t feel work well o Design approach for mobile devices, including responsive design, (if that option is selected.) o Creation of “funnels,” which are paths through your website to specific content o Layout and Template styles for sub-pages

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Content which needs to be created, and approximate timelines for completion. (This is typically provided by the customer, or Lanex can provide a quotation for copywriting and assistance with content generation upon request.)

Dependencies – that is, items which need to be completed in a timely fashion, to aid in the expeditious implementation of the website.

Overall production schedule and deadlines.

“Design Comp” Creation Comprehensive Designs, known as “Design Comps,” are flat images created in the design process, meant to represent an example of what a website will look like upon creation. Website Design Comps are created using feedback, stock art, and imagery, collected from the initial kick-off meeting. In situations where there is a particularly complex design process, Lanex may recommend creation of a “wireframe”, which is a visual outline meant to confirm an understanding of the website, which helps conserve time in the design process. Design comps are typically forwarded in an email as a JPG image, and discussed in a review meeting, which may be held in the Lanex offices or your offices, to review the design. Based on this review process, Lanex will proceed with design revisions, and present them through email for approval. The Website Design Comp creation process will generally require some imagery or media for creation. In respect to photos, stock-art, and other image resources, they should be purchased or licensed for web use. In the case of in-house photography, and that type of content, it is recommended that releases be obtained from photographers and/or subjects of the images. Recommended image formats include:

A High resolution logo o Acceptable formats of images:

Gif Jpg Png Psd Ai

Site Features and Design Considerations The following design features and considerations have been included in our proposed project budget: Design

A professional, refined, design, featuring graphical elements consistent with CFA’s desired look and feel.

Use of the existing logo for CFA.

Use of a slider, using images and text provided by CFA.

Incorporate an area for testimonials, and/or “gravestones” of completed projects.

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Features and Usability

Multi-level Navigation in the website, maintained through a CMS, allowing easy maintenance of both

content and navigation.

o Navigation should be basic (easy for people to use.)

A responsive design, with media breakpoints for Smartphone, Tablet, and Desktop platforms.

A Home Page with “funnels” which will act as shortcuts to important content on the website.

o Some examples of funnel items might be:

“How We can help You”

“Meet the Team”

Transactions

Contact Us

A “Contact Us” form where an individual may contact CFA.

Links to any associations CFA may have.

Social Media links, such as Linked-In.

Website analytics software for metrics (Wordpress plugins WP-Statistics and All-in-One SEO are included).

Lanex recommends Google Analytics and Google Webmaster accounts to enable administrators to view

site activities, and can assist in setting up accounts if desired.

Development Languages and Technologies

The website site will be developed using the Open Source WordPress platform, which will utilize the following technology:

- PHP - MySQL Database - HTML - JQuery/AJAX - Javascript, CSS

Browser Compatibility The target delivery platforms will include:

Resolution: 1024 x 768 Browsers:

IE 8.0-11.0

Mozilla Firefox (Current)

Google Chrome (Current)

Safari (Current) “Design Comp” Creation Phase Deliverables

Deliverable Description

Website Design Comps 3

Design Review Meetings One remote meeting or meeting in office

Round(s) of Revisions One round

Templates 5. This is assumed to be Home Page, and Four (styles of) Content Pages Additional Sites, Comps, Meetings, Rounds of Revisions, and Layouts or Templates will be quoted upon request.

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Front-End Design, Programming, and Implementation Upon receiving approval of the design, Lanex will embark on the “Front-End Design” stage of the project. This process involves “splitting” the graphics, which means that the approved, visual design is broken into different elements and programmed into a series of templates. This stage is what allows for the creation of a website that functions with scrolling banners, drop-down menus, and other dynamic elements, links to Social Media such as Facebook or LinkedIn, and implements the design within the Content Management System. This process may involve additional splitting for layouts, as well as creation of templates utilizing a layout. Finally, in the case of a WordPress website, widgets and plug-ins will be implemented for specific features of the website. This may include features such as user management, SEO, “Contact Us” form, and other site-specific features. Upon completion of this phase, a link will be provided (e.g., http://yoursitename.lanexdev.com/) to the website for viewing and content population. Front-End Design, Programming, and Implementation Phase Deliverables

Deliverable Description

Widgets, Plug-ins Implementation

The following Widgets and Plug-ins will be implemented on website

Formidable Pro http://formidablepro.com/ Plugin used for creating forms. $47 Licensing cost.

Backup Buddy http://ithemes.com/purchase/backupbuddy/

Use for making a periodic offline backup of website.

WP-Statistics https://wordpress.org/plugins/wp-statistics/

Provides Web reporting functionality through the administrative interface.

All-in-One SEO http://wordpress.org/plugins/all-in-one-seo-pack/ SEO plugin

Security https://wordpress.org/plugins/wordfence/ WordFence

Content Population, Site Testing, and Training Upon receipt of the development link or links, content population may begin. As part of this task, it is important to evaluate site structure, while preparing site content, to ensure navigation is built in an intuitive fashion, and content is linked appropriately. Lanex recommends that we perform the initial content population, and have provided an estimate for this effort under “Options” within this proposal. Whether Lanex-populated or you wish to populate the content yourself, material from images, Microsoft Word documents, or other source material are implemented into the Content Management System’s WYSIWYG (“What You See Is What You Get”) interface.

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Training may be provided at any point during this process, and, in the event that the “content population” option is selected, is typically recommended after the initial site is populated. This allows site administrators to work with meaningful content, and allows them to more easily visualize the format of material on the website. Content Considerations

Content and outline for the site needs to be created in an intuitive fashion, and should highlight elements

that set your organization apart.

While Lanex performs in-house testing of a website, we rely on our customers for final testing and determination

that the website is ready to “go-live.”

Content Population, Site Testing, and Training Phase Deliverables

Deliverable Description

Functional Development Website

Lanex will provide a development link for testing and content population

Content Population Optional, if selected.

Copywriting Optional.

Training Lanex will provide two (2) hours of training for up to three people at the Lanex offices or remotely. Onsite training, at customer location, is optional, and will be quoted upon request.

Go-Live The “Go-Live” phase of the project will include final setting changes on the website to enable it to be set up as a production website. These changes typically include:

Enabling website to be viewed by search engines

Setting up DNS records, which allows the website to be viewed by other Internet users

Final changes to domain records so website is publicly viewable Upon “Go-Live” of website, ordering, contact forms, and other dynamic features, it is recommended that Lanex customers test their websites to ensure features are working correctly. Setup of “301 Permanent Redirects”

Due to the popularity of the current website, Lanex has budgeted time to set up permanent redirects for up to 25 links. These links will work as “address forwarding” and represent an address from the old website, and a corresponding reference to its location on the new website.

Go-Live Phase Deliverables

Deliverable Description

Setup of 301 Permanent Redirects

Setup of up to 25, “301 Permanent Redirects” to aid with SEO rankings upon launch of new website.

Live Website Lanex will make adjustments to set the website in a “live” mode. Lanex assumes active participation/of customer or existing vendor in updating domain records for transfer.

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Project Management

Our Project Lead will ensure that you have one point of contact throughout your project, allowing for streamlined project completion. A corresponding “decision maker” should be designated as the Project Manager on your side of development. (This improves communication during the development process.)

Scope Change Management Additions or removal of features or activities will be identified and documented. Any additions or changes requested that are outside the scope described in this proposal will be billed on a time-and-materials basis, based on an hourly rate of $115.00/hour.

Issue Management Issues that arise during the course of the project will be addressed by the Project Lead. This individual will identify the “owner” responsible for resolving the issue, and track the issue to resolution. Once an issue is resolved, you will be notified of the solution.

Assumptions

1. Features not specifically identified in this proposal will be specified and quoted upon request.

2. Proposed plugins and their features should be reviewed by customer for approval. Lanex presents plugin

options as suggestions and has not necessarily used all plugins previously, and may not be familiar with all

nuances of their operation.

3. Plugins are not universally compatible with a responsive design. The manner that a plugin is implemented in a

responsive design will be dependent upon the plugin’s features and project budget.

4. This proposal assumes that proposed plugins will function as desired by customer without the need for

custom programming, except where custom development is specified in the proposal.

5. All initial and on-going costs associated with the use of any Google Products, Google Custom Search Engine or

other Google- or other outside- provided services will be the responsibility of the customer and are not

included in the quoted price.

6. Custom templates for Constant Contact (email list server service) or other such outside services will be quoted

upon request.

7. Social networking controls/links will be incorporated using third-party graphics and code selected by Lanex.

8. Customer is responsible for creating, migrating and populating content to the website. Lanex will populate

initial content as an option listed below, upon approval.

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9. Lanex will extend its best efforts to work with you to establish a mutually acceptable production schedule.

Delays in receiving approvals, content, or other materials may delay project completion.

10. Stock Art and Photography are not included and will be quoted upon request. It is recommended that a

budget of $100 for Stock Art is sufficient for most websites.

11. Upgrades to WordPress and Plugins will be quoted on request. Pricing is subject to amount of plugins and

involvement of custom coding. Because of the nature of WordPress plugins, additional labor may be required

to preserve functionality across updates.

12. Search engine rankings and results can change upon the launch of a new website. Although we endeavor to improve your rankings through your new website, Lanex cannot promise any specific results. Often there may be a drop in rankings when the site first goes live, and this is usually temporary. Search Engine Optimization is offered by Lanex as an option and not included in the price of the website.

Timeline

A mutually acceptable project timeline for this project will be established with CFA upon approval of the proposal,

in order to accommodate existing work schedules of Lanex and CFA. Lanex will use its best efforts to ensure that

the work is completed on the agreed-upon timeline. Delays in receiving content, changes to project scope,

approving design comps, or other activities may impact the project timeline, and Lanex will notify CFA in that

event.

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Price

Based on the proposed Scope of Work, Lanex submits the following pricing. All prices are valid for 30 days from

the date of this proposal.

# TASK BUDGET

Web Site Design and Production:

1 Three (3) Design comps Inc.

2 Up to one (1) Revision of the Design Inc.

3 Front-End Site Setup Inc.

4 Site Testing, and Training Inc.

5 Creation of Site Template, including Home Page and Content Pages Inc.

6 Programming of Navigation Controls Inc.

7 Creation of Style Sheets for Site Inc.

8 “Contact Us” Form Inc.

9 Responsive Design – with media breakpoints for Smartphone, Tablet, Desktop

platforms.

Inc.

10 Setup of “301 Permanent Redirects” to aid SEO in migration to a new website

platform. Anticipate up to 25 Redirects.

Inc.

Subtotal Budget $4,600.

Plugins Budget $47.*

Total Budget $4,647.

*WI Sales tax applies

Optional Lanex Services and Recurring Charges

Internet Marketing Optimization Report

To assist in improving the future website’s Internet marketing effectiveness and search engine optimization (SEO) we offer a detailed report which includes: • Website benchmarking and competitive analysis • Website content and usability review • Search engine optimization and keyword ranking review • Inbound links and link-building review • Internet advertising/Pay-per-click review or analysis

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• Social media review or analysis • Suggested action plan The deliverable is a completely custom report typically of 10 pages or more containing an analysis of current Internet marketing and a strategy with specific action items and suggestions for going forward. If this option is selected, the report could be completed prior to the Kick-Off Meeting, in which case the SEO Strategist would attend the meeting. Or, if preferred, it could be discussed in a separate strategy meeting or teleconference at a later date, perhaps before the Content Population stage.

Initial Site Content Population

Lanex will populate the initial content for website pages. Typically, we will be able to populate approximately 2

content pages an hour with content provided in an electronic format such as Microsoft Word. However, image

manipulation/reformatting may require additional work, and, will be quoted in the event it is necessary.

# OPTIONAL SERVICES BUDGET

1 Internet Marketing Optimization Report $450.

2 Initial Content Population (up to 10 pages of content, approximately 1 page of

content per half hour at a rate of $49/hr.)

$245.

3 Copywriting - $75/hr. Estimate approximately 2 hours per page of new content, 1

hour per page revising/editing existing content. Please allow 2 hours for initial

review of website and content-related discusssions during project kick-off

meeting.

$75/hr.

4 Responsive Design (per additional template, if requested.) $300.

5 Domain Registration (per domain) $35/yr.

6 SSL Certificate Registration / Setup (per domain) $135/yr.

7 WordPress Site Hosting (per site) $120/yr.

8 Updates to WordPress and any related plugins, priced at a time-and-materials

basis dependent on the number of associated plugins and any related custom

applications or modifications.

Quoted on

Request

*plus applicable tax.

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Optional Search Engine Marketing (SEM)

Our focus is on helping your website achieve results, which are generally defined as traffic, click-through rates, conversions, and/or relevant inquiries from potential customers. Below is an outline of optional SEM offerings.

Search Engine Optimization (SEO) Ongoing SEO involves the continual review and improvement of your website’s Internet presence. In the SEO process, we will regularly assess the rankings, inbound links, website structure, code, and content. We work to improve on-page SEO as well as implement the best overall website SEO strategies for the whole website. We offer SEO services by the hour or in an optional monthly ongoing package that fits your needs. Some examples are:

Researching and testing to find keywords that lead to conversions and qualified inquiries

Implementing those keyword strategies in the correct areas of your site (page titles, URLs, on–page, etc.)

Helping to create specific landing pages, contact forms, online coupon or discount codes for specific campaigns or products

Using appropriate analytic software for analysis and reports

Creating dynamic, XML-based site maps for search engines, allowing for optimal indexing

Implementing “Suggested Content” links to related content or calls-to-action that may not be reflected explicitly in the menu structure

If you sign up for a monthly package, SEO-related reports are made available to you monthly, such as keyword rankings and conversion tracking. All SEM/SEO work is completely custom-fit to your wants and needs, and, through it, we will focus on the continuous improvement of your site website through your stated goals.

Launch-time SEO Package

This option includes the set up and configuration of the main SEO/analytics tools that would be used at launch-time and beyond. These SEO tools provide ongoing website communication with, and feedback from, the search engines Google and Bing, as well as analytical information which is valuable for SEO work. This package includes:

Set up of Google Webmaster Tools, Google Analytics and Bing Webmaster Tools.

Installation of a WordPress Plugin on your site called All-in-One SEO Pack.

Configuring All in One SEO Pack to communicate with Google and Bing, including submitting the XML site map to their Webmaster Tools. (Submitting the site map is an on-going process, as your website will change and grow, but once these tools are configured it will continue to do this job automatically, which is important because the search engines ideally should have the most up-to-date XML site map.) All in One SEO Pack has additional functionality for SEO; for more details go to http://wordpress.org/plugins/all-in-one-seo-pack/.

Reviewing both Webmaster Tools accounts to make sure that the search engines are indexing your site. Review of any errors or feedback from the search engines.

Optional SEM Rates, and Deliverables

Item Description, Deliverables Estimate/Cost

Launch-time SEO Package

Set up of Google Analytics, Google Webmaster Tools, Bing Webmaster Tools and All in One SEO Pack; automatic sitemap submission and requests for indexing

$225.00

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SEO/SEM Hourly rate for SEO/SEM work $75.00/hr.

Initial Ongoing SEO Budget

Recommended budget for first 2 months of SEO program

4-6 hours/month.

Ongoing SEO Budget

Recommended budget for months 3 and beyond 2-3 hours/month.

Industry Regulations

Customers are responsible for managing regulations in their industry for data storage, data capture, data

retention, compliance, taxation and other issues. Lanex makes no representation that it is familiar with customers’

industries’ standards and regulations. Site modifications not covered in an initial proposal will be quoted upon

request.

Non-Payment of Hosting Fees

Lanex retains the right to deactivate websites with a past-due hosting balance. Lanex will make reasonable efforts

to contact a customer prior to deactivation of website. Collection fees may be charged on past-due accounts.

Warranty and Liability

Lanex, LLC will perform the work described herein (the “Work”) in accordance with the technical specifications

mutually agreed to between the parties. Upon completion of the Work, payment in full by the client, and upon

request, Lanex will provide Customer with a copy of the Work either on disk or via electronic transfer. You will

have 30 days after receipt thereof to accept the work or to notify Lanex, LLC that the Work does not comply with

the technical specifications. Lanex, LLC will make reasonable efforts to correct any such deficiencies. If no notice is

received within the thirty-day period, the client will be deemed to have accepted the Work.

Limited Warranty. Lanex, LLC warrants that the Work will perform in accordance with the technical specifications

for a period of 30 days from acceptance of the Work by Customer. The entire and exclusive liability and remedy for

breach of this Limited Warranty shall be limited to repair of the Work. Lanex, LLC specifically disclaims all other

warranties, express or implied, including, but not limited to, any implied warranty of merchantability or fitness for

a particular purpose.

Limitation of Liability. Your sole and exclusive remedies for any damage or loss in any way connected with the

Work, whether by Lanex, LLC's breach of any expressed or implied warranty, negligence, or any breach of any

other duty, shall be, at Lanex, LLC's option, repair of the Work or return for a refund of the price paid by you for

the Work. UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY, TORT, CONTRACT, OR OTHERWISE, SHALL

LANEX, LLC BE LIABLE TO YOU OR ANY OTHER PERSON FOR ANY INDIRECT, SPECIAL, INCIDENTAL, OR

CONSEQUENTIAL DAMAGES OF ANY CHARACTER INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF

GOODWILL, WORK STOPPAGE, COMPUTER FAILURE OR MALFUNCTION, OR ANY AND ALL OTHER COMMERCIAL

DAMAGES OR LOSSES, OR FOR ANY DAMAGES IN EXCESS OF THE PRICE PAID BY YOU FOR THE WORK, EVEN IF

LANEX, LLC SHALL HAVE BEEN INFORMED OF THE POSSIBILITY OF SUCH DAMAGES, OR FOR ANY CLAIM BY ANY

OTHER PARTY.

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Terms

Lanex requests a down payment of 50% upon acceptance of the proposal, and 50% upon completion of site

programming. “Completion of site programming” refers to the point when development has been completed and

the site passed to customer for review.

Ongoing costs, such as optional SEO services, will be billed “Net 30 Days.”

The project will begin on agreement and acceptance of this proposal subject to our mutual schedules.

Accepted By:

Date: Date:

Concord Financial Advisors Lanex, LLC

Base Project Price: $4,647.00, plus applicable taxes.

Selected Options:

[ ] Initial Content Population ($249.00)

[ ] Internet Marketing Optimization Report ($450.00)

[ ] Launch-Time SEO Package ($225.00)

[ ]