Pricing
There are some required fees associated with OTIS, but the ultimate cost of the services is adaptable based on your needs and budget.

Set-Up and Licensing Fee
- Licensing for your Native CDFI
- Document Storage
- Spreadsheet Import Utility

Ongoing Expenses
-
Three (3) user accounts per site
(Additional user accounts can be added for an additional $7/month per user) - Product Enhancements
- Database hosting, security and technical support

Training and Technical Assistance Plans

Customization
This is the process whereby we adapt the template OTIS system to meet your unique organizational needs through individualizing your organization forms and reports, as well as importing your existing client data.
The degree to which you chose to customize is up to you, and we will gladly produce a quote for you based on your needs. Typical customization costs range from $3,000 to $12,000
Technical Assistance & Training Plans





Salmon
- Access to Oweesta OTIS Help Desk
- Access to online materials
- Scheduled monthly check-ins
- Technical Assistance | 10 hours
- Custom Report and Form Building, Data Conversion and Other Data Management Services | $90 / hr

Buffalo
- Access to Oweesta OTIS Help Desk
- Access to online materials
- Scheduled monthly check-ins
- Technical Assistance | 20 hours
- Custom Report and Form Building, Data Conversion and Other Data Management Services | $90 / hr

Eagle
- Access to Oweesta OTIS Help Desk
- Access to online materials
- Scheduled monthly check-ins
- Technical Assistance | 30 hours
- Custom Report and Form Building, Data Conversion and Other Data Management Services | $90 / hr

Bear
- Access to Oweesta OTIS Help Desk | $90 / hr
- Access to online materials
- Scheduled monthly check-ins | $90 / hr
- Technical Assistance | $90 / hr
- Custom Report and Form Building, Data Conversion and Other Data Management Services | $90 / hr
CDFI Pricing Samples
Service | Cost for year 1 |
---|---|
Set up & Licensing Fee | $999.00 |
Ongoing Expenses | $138/month |
Technical Assistance Plan Selected | $1,200.00 |
Customization | $3,302.00 |
Add on Modules | $0.00 |
TOTAL FIRST YEAR ONE TIME AND RECURRING ESTIMATE | $7,157.00 |
TOTAL RECURRING ANNUAL ESTIMATE | $2,856.00 |
Template Form Modification: In this example, a recently certified NCDFI is planning to utilize the pre built forms and processes that are included in OTIS for most of their tracking needs. They would like to change some of the questions, but not very many. They plan to add one new activity that is not in the OTIS database, their Holiday Loan Fund. They would also like to make their inquiry form accessible online to the public.
Importing: The newly certified NCDFI is planning to import only the contact information and whether a client has participated in certain activities, instead of importing all of their application data (which they plan to data enter at a later date).
Reporting: In this example, the NCDFI wants one extra query that displays information on their Native artist clients but will utilize the pre made reports for the rest of their data reporting needs at this time.
Service | Cost for year 1 |
---|---|
Set up & Licensing Fee | $999.00 |
On Going Expenses | $138 a month |
Technical Assistance Plan Selected | $1,500.00 |
Customization | $13,000.64 |
Add on Modules | $15 a month |
TOTAL FIRST YEAR ONE TIME AND RECURRING ESTIMATE | $17,335.64 |
TOTAL RECURRING ANNUAL ESTIMATE | $3,336.00 |
Template Form Modification: In this example, a NCDFI needs more customization on their forms. They want to change 100 questions on the standard forms and they want to hide 20 questions that aren’t applicable to them. They would like to build two additional loan activities and add an additional quarterly loan evaluation activity. They would like to add some internal tracking procedures around admin and expenses. They also provide a specific training that they conduct pre/post tests for that they would like in the database. Additionally, they would like to make their inquiry form and training registration accessible to the public. Finally, they want their clients to be able to fill out all applications online.
Importing: This NCDFI has a good deal of historical data that they want to import into the new system. They utilize DownHome Loan Manager and want to link those systems. They also have an additional database that they want to setup a standardized import for.
Reporting: In this example, the NCDFI wants a report developed to show the impact of their training over time with pre test and post test data and a more specific report for their loan impacts including change in income, employment status, business sa tisfaction, and community engagement.