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HomeMy WebLinkAboutCity of Tamarac Resolution R-2018-028Temp. Reso. 13070 March 28, 2018 Page 1 of 5 CITY OF TAMARAC, FLORIDA RESOLUTION NO. R-2018- 9 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF TAMARAC, FLORIDA APPROVING THE PURCHASE AND INSTALLATION OF A LASERFICHE ENTERPRISE CONTENT MANAGEMENT (ECM) SYSTEM FROM MCCI, LLC.; AUTHORIZING AN EXPENDITURE FOR AN AMOUNT NOT TO EXCEED $128,960.50, INCLUDING THE FIRST - YEAR ANNUAL MAINTENANCE COST OF $27,130.80; AUTHORIZING APPROPRIATE CITY OFFICIALS TO EXECUTE A PROFESSIONAL SERVICES PROPOSAL AND AGREEMENT WITH MCCI, LLC.; AUTHORIZING THE CITY MANAGER OR DESIGNEE TO APPROVE RENEWAL OPTIONS; AUTHORIZING AN APPROPRIATION OF $128,960.50; PROVIDING FOR CONFLICTS; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, technology is one of the key components in the efficient delivery of City services; and WHEREAS, recognizing deficiencies in the City's existing document management systems which were purchased in 1999 and 2005, are at the end of their lifecycle, and where replacement is necessary to support continued operations and to alleviate issues related to records retention and records management; and WHEREAS, the City is currently in the process of replacing its aging ERP software — NaviLine — , with the next generation of software from Superion called ONESolution, which presents a great opportunity to identify and implement an Enterprise Content Temp. Reso. 13070 March 28, 2018 Page 2 of 5 Management (ECM) System which will replace and consolidate aging technologies, and then integrate a number of independent technologies as well as the new ECM System with ONESolution; and WHEREAS, Enterprise Content Management (ECM) Systems from leading providers including Oracle, Laserfiche, Hyland Software, FileBound and imageAPI, were evaluated by an inter -departmental team of City staff from Financial Services, the City Clerk's Office, the City Manager's Office and Information Technology; and WHEREAS, the Laserfiche solution provided the best solution at the least cost, - and WHEREAS, MCCi, LLC, a Laserfiche partner, provided pricing for the proposed Enterprise Content Management (ECM) System based on the City of Miami Contract for 391322(19), Resolution 14-0215, effective June 16, 2014, through June 15, 2019, and also based on the National Cooperative Purchasing Alliance (NCPA) Contract 11-04, effective March 1, 2013, through May 31, 2018, both available on file in the Office of City Clerk, for a total cost of $128,960.50, as shown in Exhibit 1", and WHEREAS, Section 6-148(f) of the Tamarac Procurement Code provides that the City may purchase goods and services from contracts awarded by other governmental or not -for -profit entities by a formal competitive selection process; and Temp. Reso. 13070 March 28, 2018 Page 3 of 5 WHEREAS, it is the recommendation of the Director of Information Technology and the Purchasing/Contracts Manager that a Laserfiche Enterprise Content Management (ECM) System be purchased from MCCi, LLC., for a cost not to exceed $128,960.50; and WHEREAS, the City Commission of the City of Tamarac, Florida deems it to be in the best interest of the citizens and residents of the City of Tamarac to purchase a Laserfiche Enterprise Content Management (ECM) System be purchased from MCCi, LLC. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF TAMARAC, FLORIDA THAT: SECTION 1: The foregoing "WHEREAS" clauses are hereby ratified and confirmed as being true and correct and are hereby made a specific part of this Resolution upon adoption hereof. All exhibits attached hereto are incorporated herein and made a specific part hereof. SECTION 2: The appropriate City Officials are hereby authorized to execute a Professional Services Proposal and Agreement for the purchase of a Laserfiche Enterprise Content Management (ECM) System from MCCi, LLC, utilizing City of Miami Contract for 391322(19), Resolution 14-0215, and the National Cooperative Purchasing Alliance (NCPA) Contract 11-04, for an amount not to exceed $128,960.50, which Temp. Reso. 13070 March 28, 2018 Page 4 of 5 includes the first year annual maintenance, and that the appropriate City Officials also be authorized to approve subsequent renewal options. SECTION I An appropriation of $128,960.50 is hereby approved and will be included in a budget amendment prior to November 30, 2018. SECTION 4: The City Manager, or designee, is hereby authorized to approve and execute any subsequent renewal options to this Agreement. SECTION 5: All resolutions or parts of resolutions in conflict herewith are hereby repealed to the extent of such conflict. SECTION 6: If any clause, section, other part or application of this Resolution is held by any court of competent jurisdiction to be unconstitutional or invalid, in part or application, it shall not affect the validity of the remaining portions or applications of this Resolution. C� 1 Temp. Reso. 13070 March 28, 2018 Page 5 of 5 SECTION 7: This Resolution shall become effective immediately upon its passage and adoption. PASSED, ADOPTED AND APPROVED this ATTEST: IL� I i ii• CITY CLERK I HEREBY CERTIFY THAT I HAVE APPROVED THIS RESOLUTION AS TO FORM )44.• / SA UEL . N CITY ATTORNE 9&"-, 2018. LER, RECORD OF COMMISSION VOTE: MAYOR DRESSLER DIST 1: COMM. BOLTON DIST 2: V/M GOMEZ DIST 3: COMM. FISHMAN DIST 4: COMM. PLACKO Presented By: Logan Di Liello ECM O(OR MEN= CORPORATE OFFICE LOGAN DI LIELLO Sales Department Territory Leader P.O. Box 2235 *Tallahassee, Florida 32316 (850) 408-5433 Phone (800) 342-2633 • Fax (850) 564-7496 logan@mccinnovations.com March 14, 2018 Mr. Jim Twigger City of Tamarac 7525 N.W. 88th Avenue Tamarac, FL 33321 Dear Mr. Twigger: I enjoyed speaking with you recently regarding MCQ's Laserfiche software and services. While reviewing the enclosed Professional Services Proposal, please keep in mind the following advantages of being a MCCi client: Leading Provider — MCCi is the leading provider of Laserfiche in the world and a Laserfiche Platinum VAR. Professionals — All MCCi's professional services team members acquire and maintain Laserfiche Gold Certification. In addition, they have undergone a thorough background check and security awareness training. Public Sector Focus — MCCi was created by Municipal Code Corporation to focus on innovative technologies for the public sector. MCCi provides Laserfiche software and services to public sector entities including Cities, Counties, State Agencies, Special Districts, School Districts, Law Enforcement, and more. Specialization in Enterprise Solutions — Our Project Managers provide implementation and training services to help deploy your Laserfiche solution across the Enterprise. We work with you on your initial project plan, knowing that one -day Laserfiche will be used across the entire organization. This methodology helps you meet this goal within your desired time frame, whether it be an immediate objective or part of a multi -year plan. Superior Support — MCCi utilizes a multi -layered support team geared towards offering each client multiple contacts to enhance the usage of every product implemented. We offer support through our help desk, email, and toll -free number, and we also have an online support center that gives end users access to training manuals, "how to" checklists, training videos, a knowledge base, and software updates. Robust Resources — Whether it is integration, scanning and indexing services, an electronic forms solution, etc., MCCi has additional solutions that are complementary to Laserfiche, while allowing you to work through one vendor for best of breed solutions. If you have any questions concerning our proposal or desire additional information, please do not hesitate to contact me. We appreciate your interest and hope that we will have the pleasure of working with you. Sincerely, Logan Di Liello Territory Leader EXECUTIVE SUMMARY OUR HISTORY Our story goes back to the 1950s, as a one-man operation, for the sole purpose of codifying municipal laws and ordinances and printing this material. George Langford, the founder of Municode, was a true pioneer. He bought the first copy machine in Florida and carried it from city to city in the trunk of his Buick. Fast forward 65 years and look at us now! MCCi is part of the Municode family of companies, committed to leading the industry, staying abreast of technology and focusing on the needs of our clients so that everyone - our clients and our employees - may grow. A relationship with Laserfiche established in 1998 and a few years later became the top reseller in the world - and still maintains the ranking today. MCCi serves more than 900 clients nationwide in 44 states. Our growth and our client's success is widely recognized. Most recently, Inc. Magazine recognized MCCi as an Inc. 5000 fastest -growing private companies in the United States. Additional noteworthy recognition includes Best Companies to Work, Florida Companies to Watch, Microsoft Gold Certified Partner, and Laserfiche Platinum Certified VAR, just to name a few. OUR CULTURE We are fanatical about client success. Success starts with our eagerness to understand our client's goals. We understand that excellent service, client education and follow up are all part of the success life cycle. We don't just want to date our clients. We demand every member of our team understands and practices the foundation of a long-term relationship; communication, caring, and commitment. We innovate and evolve. Our growth initiatives are based on what our clients need and where they are headed. We ._.,_ ....... .- �. understand that we must continuously evolve and improve to support our clients. We are unreasonably picky about our teammates. We believe the execution of team goals requires excellence at every level. Each team member must enjoy hard work and excel at doing their part. We expect and empower our team to grow, professionally and personally. MCCi I Page 5 of 37 OUR TEAM MCCi is a leading Laserfiche provider, focusing on customer service in every aspect of your project. As a client, you will receive access to our highly trained staff and support services, including: DEDICATED PROJECT MANAGEMENT Our Project Managers are highly trained in the areas of implementation, Workflow processes, integrations, and more to help your organization implement a well -thought-out Enterprise system based on your organization's needs and business processes. They are Laserfiche Gold Certified and maintain other professional certifications. TRAINING SERVICES Before, during, and after your project, we focus on ensuring the users are trained on the software and stay up to date on the features available. An annual subscription to our online Training Center for Laserfiche allows all types of users, regardless of their role, to access videos on popular topics. DEDICATED SUPPORT Once your project is complete, you will have access to our support staff for troubleshooting and supporting your Laserfiche system. Our staff can be easily reached by email, phone, or our online support center. The Laserfiche Software Assurance Plan (LSAP) helps preserve your investment and extend the benefits of your original purchase by providing you access to the assistance needed to ensure that you maximize system uptime. You have access to a toll -free line to call for technical support or submit tickets online through our support center. When you subscribe to the LSAP you receive the following benefits: ■ First Tier Support from MCCi to resolve Laserfiche software errors ■ 100% upgrade credit for your existing software (in the event of a platform upgrade) ■ 24-hour FTP and Laserfiche support website for downloading free Laserfiche software updates ■ Technical bulletins and newsletters SALES & ACCOUNT MANAGEMENT You will have a dedicated team of an Account Executive and Account Manager that you can directly contact. Your Account Manager will assist in managing ongoing support through the life of the product. MCCi believes in a proactive support methodology and it is the Account Manager's role to: ■ Identify any needs that could easily be addressed with the current system. ■ Provide resource for question and answer, best practices, how other clients are using the system with use of documented case studies, support center, etc. ■ Provide continued education for existing and new users within the organization with webinars, seminars, workshops, users group, and more. ■ Annual review of current system configuration ® Dedicated sales support staff for pricing inquiries and budgetary information ■ Annual support renewal notification to ensure your renewal process is timely and accurate MCCi I Page 6 of 37 MARKET LEADER Since 1987, Laserfiche ECM has been trusted by more than 35,000 organizations worldwide. Over 5 million users use Laserfiche on a day to day basis. Laserfiche is unique in the market in that every product created is done so from the ground up with internal development staff. This makes all solutions seamless and integrated unlike other companies that tend to purchase other products and merge them to their platform resulting in cumbersome solutions that are not user friendly. MCCi is proposing the enclosed Laserfiche software and MCCi's Professional Services for your organization. With capabilities ranging from electronic records management to document routing, electronic forms, and integrations, Laserfiche ECM is a powerful solution that enables the entire enterprise. Please keep in mind some of the features of Laserfiche: USER FRIENDLY Laserfiche is very easy to learn, navigate, and use. With a folder structure similar to Windows Explorer, Laserfiche will seem familiar to your staff, giving them the confidence to begin scanning and retrieving documents almost immediately after installation. COMPREHENSIVE SECURITY Laserfiche Comprehensive Security allows you to control and administer the security of your documents. You determine what functions, such as scanning and printing, each staff member may use. INTELLIGENT SEARCH The Laserfiche Search Engine is a powerful tool to help users find the documents they need during their day-to-day processes, including full -text search, index search, and document and folder name. The Laserfiche full -text search unlocks the contents of your documents; if you need to find a word or phrase within a document, Laserfiche retrieves it immediately. An easy Google- style toolbar is available for searching as well. INTEGRATION Laserfiche is the central repository for records in your organization and allows you to integrate other main line -of -business solutions easily. Whether you are looking for a way to integrate with a departmental solution, ERP solution, Microsoft Office application or SharePoint, etc., Laserfiche has options available to reduce duplicate data entry and provides seamless access to your records. E-FORMS & BUSINESS PROCESS AUTOMATION Laserfiche allows users to capture information while automating and transforming business processes. Users are finding efficiencies by reducing the time processes take and giving users access to information instantaneously through the implementation of Laserfiche Forms and Laserfiche Workflow, resulting in cost savings for the organization. MOBILITY & WEB TOOLS Mobile devices are now used in organizations for day-to-day operations. Laserfiche has options available to ensure you can access Laserfiche from these devices and perform related actions quickly on the go. There are also options to give your outside citizens/customers access to records through the web to promote transparency and decrease records requests. MCCi I Page 7 of 37 LASERFICHE RIO MCCi is recommending the Rio Enterprise platform for your organization. Laserfiche Rio seamlessly combines traditional enterprise content management (ECM) functionality with powerful business process management, auditing tools, and security. This platform is designed for clients like you, who innovate and evolve with changing technologies, digitally transforming their organization and expanding business processes across the enterprise. By providing unlimited document repositories and servers, Laserfiche Rio supports development, testing, staging and production, putting you in complete control of your business processes and system design. With capabilities ranging from records management to document routing, electronic forms, and digital signatures, Laserfiche Rio provides an easy -to -use, cost effective platform for automating day-to-day business processes. MCCi I Page 8 of 37 The below proposal for Laserfiche, Migration and Professional Services are run through the service and licensing pricing reflected in The City of Miami Contract 391322(19) Kcci Product Description: Qty. Cost City of Miami ECM SOFTWARE LICENSING FOR RIO 10 Rio Pilot 25-49 Users 25 $900.00 $839.25 Includes Unlimited Laserfiche Servers, Workflow, WebAccess (includes SharePoint integration web parts & WebAccess Light), Digital Signatures, Advanced Audit Trail, Snapshot, and Email [Jf Import Agent for Rio 1 $1,500.00 $1,398.75 [.7f OCR Scheduler for Laserfiche - Requires 1 $1,500.00 $1,398.75 one dedicated Laserfiche User License Q LF Scanconnect for Rio 5-pack 1 $660.00 $615.45 Q Pilot Public Portal 1 $25,000.00 $23,312.50 Includes Weblink software and 25 Weblink-only retrieval connections. Document Management Software and Licenses Total ANNUAL SOFTWARE SUPPORT/SUBSCRIPTION - BASIC LSAP [Q Rio Pilot 25-49 Users Includes Unlimited Laserfiche Servers, Workflow, WebAccess (includes SharePoint integration web parts & WebAccess Light), Digital Signatures, Advanced Audit Trail, Snapshot, and Email 0 Import Agent for Rio [JJ OCR Scheduler for Laserfiche - Requires one dedicated Laserfiche User License .7 LF Scanconnect for Rio 5-pack Q Pilot Public Portal Includes Weblink software and 25 Weblink-only retrieval connections. Q Keyed Integrators License for ONESolution (25 concurrent connections) Only ordered and implemented if determined to be a need Q MCCi SLA 50-100 Laserfiche Users Receive 4 hour or less response time and up to 10% off future professional service 25 $180.00 $162.00 Laserfiche Rio Total $20,981.25 $1,398.75 $1,398.75 $615.45 $23,312.50 $47,706.70 $4,050.00 1 $300.00 $270.00 $270.00 1 $330.00 $297.00 $297.00 1 $132.00 $118.80 $118.80 1 $5,000.00 $4,500.00 $4,500.00 1 $8,400.00 N/A $8,400.00 1 $3,800.00 $3,420.00 $3,420.00 MCCi I Page 9 of 37 engagements —full SLA document available upon request Annual Support Total For budgetary purposes, the Client should include $21,055.80 in annual budget for renewal of the items quoted above. Please note that if you subscribe to MCCi's SLA or Training Center, additional user licenses may increase the cost of these items at the time of your next annual renewal. MCCi PROFESSIONAL SERVICES 0 Laserfiche Filing Workflow Configuration *Up to 15 Documents Q Basic Onsite Training of software, per day •1 Day Admin, 1 Day Each for: Clerk, Finance, HR and Building Workflow training and installation excluded. Travel expenses included. Q MCCi Project Management Services Remote Intallation and Configuration: - Rio, Directory Services, Workflow, OCR Scheduler - WebAccess and Audit Trail - Public Portal - Import Agent (Profiles for ProjectDox and Halogen) Document Discovery and Template Structure Build Out for Clerk, Finance, HR and Building (Alchemy and Optiview Replacement) - User Rights and Security Q TRAKit and ONESolution Laserfiche configuration assistnace - Up to 40 hours as needed - TRAKiT and ONESolution integrations are purchased from Superion. - Services above are to be used to assist with additional configurations that are requested/arise upon implementing the integrations. This includes filing Workflows for both solutions and/or metadata/folder/weblink configuration. - Please see additional details related to the configuration assistance for each of these integrations. Professional Services Total Total Project Cost $21,055.80 1 $3,700.00 $3,330.00 $3,330.00 5 $2,200.00 $1,980.00 $9,900.00 1 $13,320.00 $11,988.00 $11,988.00 1 $7,400.00 $6,660.00 $6,660.00 All Quotes Expire in 30 Days $31,878.00 $100,640.50 MM I Page 10 of 37 LASERFICHE PROJECT COST- $100,640.50 DATA MIGRATION (ALCHEMY) PROJECT COST- $9,680.00 ATTACHMENT 1 DATA MIGRATION (OPTIVIEW) PROJECT COST- $10,090.00 ATTACHMENT 2 *PLEASE SEE SEPARATE ATTACHED PROPOSAL FOR JUSTFOIA PRICING AND SCOPE MCCi I Page 11 of 37 MCO will invoice one hundred percent (100%) of the software and support upon delivery of software. If services are included, the balance of the total project will be invoiced upon completion of the proposed professional services, which may be broken up based on the completion date of specific services. Payment will be due upon receipt of an invoice. The City of Tamarac is Tax Exempt. Laserfiche software and help files are provided electronically. Hard copy manuals or software are available upon request, for a $50 additional charge. To ensure you are budgeting correctly for future renewals, please add the amount listed in the budgetary note above to your current budgeted renewal amount. MM I Page 12 of 37 To determine which services are included with your project, please refer to the Pricing Section. MCCI PROJECT MANAGEMENT SERVICES MCCi's Laserfiche certified Team Member administer these services and concentrate on defining business requirements and the deliverables that follow. The MCCi Team Member will work with the Client's point of contact to put together a project plan that clearly defines the scope of the Project Management services, ensuring the Client is prepared for the final project implementation. The total number of service hours is limited to the total fee quoted, divided by MCCi's current Project Management rate. CLIENT CONSULTATION The assigned MCCi Project Manager will perform a consultation including a review of current document organization and retrieval practices to determine desired indexing methods, security rules, and other basic system set up needs. Once this information has been gathered and provided to the MCCi Project Manager, the basic folder structure, document naming conventions, and template set-up will be configured prior to onsite training. REMOTE INSTALLATION AND CONFIGURATION Software installation and configuration may occur remotely as part of the Project Management services to ensure the onsite time purchased is focused on the direct objectives. Please refer to the Pricing Section to determine if the onsite time will include installation and configuration. REMOTE TRAINING Project Management services may be utilized for training administrators or users remotely if onsite training is not included. Please refer to the Pricing Section to determine if training was quoted. LASERFICHE FILING WORKFLOW CONFIGURATION MCCi's Laserfiche Filing Workflow Configuration Services are designed to be highly collaborative. The goal is to provide a customized process that allows your organization to archive specified records in a proper format and location that is consistent with your organization's standards. To execute, MCCi's team of expert Project Managers and System Engineers will work with the Client's Project Manager to build a Business Process in the Client's Laserfiche environment. MCCI DELIVERABLES • Configure a Laserfiche Workflow including (Up To 15 Documents) for archival • Includes renaming of documents • Routing to appropriate folder structure • Consultation with a MCCi Project Manager CLIENT DELIVERABLES • Provide MCCi with a mapped out narrative and flowchart of the specified business process • Thoroughly define each resource and activity in the business process, including any exceptions • Respond in a timely fashion to questions posed by MCCi's Business Process Configuration team • Appointment of Client Project Manager • Availability of IT resources as needed and end users for interviews and Business Process testing • Required Laserfiche software licensing MCCi I Page 13 of 37 LASERFICHE FORMS SERVICES (OPTIONAL) MCCi's Laserfiche Forms Services are designed to be highly collaborative. The goal is to provide a customized package for your organization. Whether you need direct assistance implementing Laserfiche Forms, or hands-on training to empower your organization to create and maintain electronic forms, or both, MCCi has options available. Please see your Pricing Section for the specific Laserfiche Forms Services quoted. Forms Configuration Services Per Form Level I Level 2 Level 3 Forms Design Services Up to 15 Fields Up to 30 Fields Up to 50 Fields Create/modify form from the Business Process Libra 10.1+ Form Field and Data Look -up Rules* Up 10 Rules Up to 20 Rules Up to 40 Rules Process Modeler Configuration Up to 5 Steps Up to 10 Steps Up to 20 Ste s Workflow Configuration for Forms Process No Yes Yes Modeler Integration, Filing Only Custom Scripting (JScript or CSS) I Call for Quote Call for Quote Call for Quote *NOTE • Users submitting through the Forms Portal are limited to forms submission. Users cannot participate in the workflow/routing process within Laserfiche Forms Process Modeler or Laserfiche Workflow, unless they have a Laserfiche Named User License. • All Forms Configuration Services are conducted remotely due to multiple decision points throughout the configuration, which may cause delays. ® Field Look -ups: Database Views and Queries must exist or be created by the Client prior to MCCi database lookup configuration. ■ Java Script and CSS Scripting (if needed) are not included, unless otherwise notated in the Pricing Section. LASERFICHE — SHAREPOINT INTEGRATION ASSISTANCE (OPTIONAL) MCCi's Laserfiche SharePoint 2013 Integration Assistance service is designed to be highly collaborative. The goal is to provide the Client with a fully functional Laserfiche SharePoint Integration for the Client's existing SharePoint 2013 implementation, along with the necessary knowledge to support the integration once the installation and configuration engagement is complete. CLIENT DELIVERABLES ® Existing and stable on -premise on SharePoint 2013 or SharePoint 2010 solution. SharePoint Foundation is acceptable but does not include Search functionality. ® Provide a dedicated point of contact with sufficient server and directory services administrative rights to facilitate the required configuration tasks. • Existing and stable Laserfiche Server and Web Access (9.1 or later) installation on Windows Server 2008 R2 or Windows Server 2012. ® Identify existing or configure new SharePoint site where the Laserfiche SharePoint Integration for SharePoint Repository and/or Search Web Parts will be installed and configured. Note: If the Laserfiche SharePoint Search integration is to be configured, SharePoint federated search feature must be configured and working properly. • Troubleshoot and resolve server operating system, Internet Information Services, network or Kerberos related issues affecting the installation, configuration or functionality of any component of the Laserfiche SharePoint Integration for SharePoint. Note: If the client does not have the necessary skill set available to address these types of issues, the client should be prepared to engage a third -party support provider to assist. MCCI DELIVERABLES (REMOTE DELIVERY) • Installation of Laserfiche SharePoint Integration for SharePoint ® Configuration of Laserfiche SharePoint Repository and Search Web Parts • Remote training on the use and configuration of Laserfiche SharePoint Repository and Search Web Parts MCCi I Page 14 of 37 In the event MCCi and the Client are unable to determine or agree on the root cause of an issue affecting the installation, configuration, or functionality of the Laserfiche SharePoint Integration for SharePoint and/or the Laserfiche SharePoint Repository and Search Web Parts, MCCi is responsible for opening the escalation case with Laserfiche Support. 91 In the event Laserfiche Support determines the root cause of an issue affecting the installation, configuration, or functionality of the Laserfiche SharePoint Integration for SharePoint and/or the Laserfiche SharePoint Repository and Search Web Parts to be related to the server operating system, Internet Information Services, network or Kerberos, MCCi will remain available as necessary to assist the Client (if Client has expertise in these areas) or the Client's third -party support provider to resolve the Laserfiche related components of the problem. To determine which services are included with your project, please refer to the Pricing Section. BUSINESS PROCESS REQUIREMENTS GATHERING The MCCi Business Process Requirement Gathering includes analysis by a senior project manager. MCCi staff will interview stakeholders regarding a defined department and/or business process that the organization desires to be automated through Laserfiche ECM. The deliverable of this on - site engagement will be a Statement of Work documenting cost, hours, and desired configuration of the defined business process. BUSINESS PROCESS ANALYSIS MCCi will work with the Client to document a current business process. By interviewing stakeholders and documenting facts and feedback, MCCi will deliver a comprehensive report. This engagement is typically done as a needs analysis exercise prior to automating an existing business process. MCCI DELIVERABLES Assignment of a project manager who will be responsible for: • Acting as the main point of contact for MCCi • Identifying and providing contact information for process stake holders • Coordinating and scheduling site visits so stakeholders are aware and set aside the appropriate amount of time to focus on working with MCCi • Coordinating and scheduling conference calls/web meetings between process stakeholders and MCCi as part of the document review process ® Facilitating access to any/all resources needed for a thorough analysis Full participation by all process stakeholders in the interview, review, and finalizations stages CLIENT DELIVERABLES Coordinating Introductory Call: Share contact information and review scope of project Stakeholder Interviews: Up to two days onsite with a business analyst • Conducting workshops and interviews with clients • Document business processes on whiteboard during workshops and interviews ■ Business Process Report Drafting & Review: Up to 30 hours • Draft a business process/requirements document • Review document with Client and make revisions where necessary. ® Business Process Report Delivery: Up to one day on -site with Business Analyst ® Onsite review and presentation of finalized report ® Editable copy of Business Process Report for future use MCCi I Page 15 of 37 GAP ANALYSIS The MCCi Gap Analysis is the study of the differences between two information systems or applications, often for determining how to bridge the space between where we are and where we want to be. New Clients may be new to ECM or could be transitioning from another system. Existing Clients may consider Gap Analysis when looking to expand their system into other departments or enterprise -wide. It is also an opportunity to investigate and report on how Laserfiche is being used versus how it was intended to be used. Either way, Gap Analysis not only serves the consulting needs, but can also mitigate inherent risks in a new project. Risks such as scope creep, unforeseen needs (people, conversions, integrations, equipment), and unknown stakeholders can be identified and cleared up at the very beginning of the project. MCCI DELIVERABLES The Gap Analysis process involves determining, documenting, and approving the variance between business requirements and current capabilities. MCCi takes it a step further by providing recommendations and an action plan. The final deliverable is a report that is delivered to the Client in a format that can be edited. Any future changes to the report are the responsibility of the Client. The report will detail the following: • A summary of the current document flow path with recommended changes/requirements • Equipment, software, and staffing recommendations • Storage needs for each department ® Recommendations on the timing of phasing in departments (based on needs/complexity) • Implementation recommendations The amount of time/cost of the Gap Analysis is dependent upon the system size and number of departments to be involved. LASERFICHE CONSULTING SERVICES MCCi's Laserfiche Consulting Services are designed to leverage MCCi Laserfiche Certified Professionals on an annual basis. We consider ourselves an extension of your project team and assist in accomplishing your organization's Laserfiche goals. Your organization is assigned a project manager to assist with designated projects, for up to an annual dollar amount each year. Rates charged are based on the type of resources required. Consulting services can be used for, but are not limited to: ■ Business Process Requirements Gathering and SOW Drafting ■ Status and Strategy Meetings (Required) • Configuration of Client -Owned Laserfiche Components ® Training on Laserfiche Components and/or Configured Laserfiche Business Processes • Laserfiche Integration/Developer Assistance RECORDS MANAGEMENT CONSULTING When implementing an enterprise -wide Electronic Records Management system, it is important for a Records Program and Records Policies to be in place beforehand. MCCi's Records Management Consulting service focuses on revision and/or creation of such programs and policies. If needed, the service should be completed prior to implementing MCCi's Laserfiche Records Management module. Pricing is dependent on the level of service needed and can be determined by setting up a meeting with MCCi and the appropriate Records Consultant. Services cover a broad spectrum including designing records management plans, designing systems, identifying records eligible for destruction, assisting with legal compliance, providing training and any other records and information related service requirement. ENTERPRISE SYSTEM REVIEW OF LASERFICHE AREAS OF REVIEW INCLUDE: • Review of data structure (folder structure, metadata, etc.) • Security review and configuration ® Current paper/electronic Forms review MCCi I Page 16 of 37 • Current Workflow/Capture review • Assess current training needs • Interviews with departments not using Laserfiche ® Utilization of Laserfiche Records Management Module 93 Integration/Mobile Access Needs MCCI DELIVERABLES: ® Verbal report of findings while onsite Up to 5 hours of consulting for up to 30 days after onsite consultation CLIENT REQUIREMENTS: Attendance by CIO/IT Director, Application administrators, departmental managers, and any other leadership members MCCI TRAINING SERVICES The scope of all onsite or remote training services to be performed is notated in the Pricing Section. LASERFICME TRAINING SERVICES The Client is provided with instructor -led Laserfiche training, hands-on or train -the -trainer. SYSTEM ADMINISTRATION TRAINING ® Client and Server Installation Procedure ® Security ® Tags ® Records Management ® System Settings • Troubleshooting Procedures FULL USER TRAINING • Introduction to Laserfiche • OCR and Full Text Indexing • Searching & Annotations ® Briefcases and Migrating ■ Scanning and Importing ■ Extracting a Document ® Users and Groups — Active Directory ® Templates Document Relationships ® Volumes ® Back Up Procedures Technical Support Overview ■ Folders and the Folder Browser • Document Display ■ Security ® Customize Laserfiche ® Index Card/Templates • Volumes RECORDS MANAGEMENT MODULE TRAINING (MODULE NOT INCLUDED) The Client should have full knowledge of internal records management policies and have prior experience in records management. This training will be quoted for clients with the Records Management functionality of Laserfiche. BASIC OVERVIEW TRAINING • Records Series a ® Versioning ■ Cutoff Criteria 8 • Hold Period • Event Dispositions ® Destruction FOR RECORDS MANAGEMENT Records Folders ® Document Links Security Tags = Vital Records Cutoff Eligibility a Retention Period Disposition 0 Time Dispositions Actions Interim Transfers a Final Disposition Permanent M Accession / Records Freezing ADMIN CONSOLE SETUP FOR RECORDS MANAGEMENT Cycle Definitions Setup w Locations Setup MCCi I Page 17 of 37 ■ Retention Schedules Setup ■ Cutoff Instructions Setup TRAKIT AND ONESOLUTION LASERFICHE CONFIGURATION ASSISTANCE Tamarac, FL (referred to here as the "Client") has requested additional assistance from MCCi be provided while implementing the two integration pieces. MCCi can use these hours as needed to assist in the configuration of filing workflows of imported TRAKiT documents, additional configuration of Weblink Public Portal for viewing documentation, and other security or admin configuration. MCCi will also provide expertise to the TRAKiT and ONESolution development team with regards to how the Laserfiche integration views documents in Weblink. This expertise will specifically address the requirements of the URL called by TRAKiT or ONESolution to search for documents in Laserfiche that were previously imported by TRAKiT or ONESolution. TRAKiT and ONESolution are a new application for the Client, so no conversion services of their data have been requested. When TRAKiT imports a document to Laserfiche, it keeps a separate copy of that document on a separate file server. MCCi has informed the Client that we are able to provide a script to add -in to the Workflow that, based on the unique TRAKiT ID (to be labeled File Number in Laserfiche), can be used to locate the document on the separate file server and delete it. The Client has opted to not utilize the file system delete function at this time, which will result in a duplicate copy of the document residing both in TRAKiT and Laserfiche. However, MCO can be contracted at a later date to implement this functionality. Assumptions and Exclusions - Integration does not support the TRAKiT mobile application at this time. - The Client will have a separate contract with Superion for the TRAKiT integration implementation and provide MCCi project team access to their appropriate resources for assistance. MM I Page 18 of 37 PROFESSIONAL SEr i ANNUAL SUBSCRIPTION PACKAGES+M i i Each Client's Laserfiche Renewal covers break/fix support (i.e. resolution of error codes, etc.). MCCi offers additional annual support packages to cover remote training, best practices consultation, basic configuration services, and maintenance of existing complex business processes. MCCi Managed Services (MS) or MCCi Laserfiche Administration Services (LAS) are strongly encouraged to be included with every support renewal. Description Additional Training X X X Additional System Set Up Consultation X X X Remote Implementation of Software Updates X X X Annual Review of Administration Settings X X X Remote Access Support X X X Priority Offering of Laserfiche CPPs & Laserfiche Empower Registration Scholarships X X X Dedicated Laserfiche Certified Professional X X Laserfiche Administration Configuration Services X X Configuration and maintenance of BASIC business processes utilizing Laserfiche Forms and Laserfiche Workflow X X Configuration of Quick Fields sessions using purchased features X X Basic Records Management Module Overview Training X X Scheduled recurring consultation call upon Client's request X X Maintenance of existing middleware/configurable integrations X X Maintenance of MCCi/Client configured COMPLEX business processes X Annual Review of business process configurations X *Workflow Managed Services also includes ability to consult on best practices specific to workflow; additional remote training ideal for refresher training or new personnel; workflow security consultation and more. **A Business Process is a Workflow, Forms process or Quick Fields session that automates or streamlines an organization -specific process. Basic: A business process requiring minimal configuration and virtually no institutional knowledge, allowing a MCCi Application Support Analyst to assist with configuration, support, and maintenance of the process. Examples: Filing workflows, simple Forms or approval/notification workflows that have few routing steps, no integration, and little to no database lookups. Complex: A large business process with extensive configuration that is absolutely mission critical to the organization. Examples: Large accounts payable process with a high volume of transactions, approval steps, database lookups, etc. Complex business processes require MCCi's Application Support Analyst to have institutional/process knowledge to configure the process. FA Hours: MCCi allows clients to use their hours for a multitude of services, as long as a request will not start a service that cannot be completed. None of the packages listed above are intended to be utilized for configuration of a new COMPLEX business process. In those instances, a separate SOW is required. MCCi I Page 19 of 37 MANAGED SERVICES (MS) MCCi's Managed Services package provides additional training and assistance to a Client's Laserfiche administrator and users. Pricing for the advanced block of hours is based on MCCi's Support Technician hourly rate discounted by 10%. The number of hours included is based on active products and will expire on the same date as your annual renewal. Managed Services can be used for the following: ADDITIONAL TRAINING Additional web -based training is conducted to train new users or as refresher training for existing users. ADDITIONAL SYSTEM SET UP CONSULTATION MCCi offers additional best practices consultation that includes recommendations for adding additional departments, additional types of indexing, etc. REMOTE IMPLEMENTATION OF SOFTWARE UPDATES While your renewal covers free version updates for software, implementation of those updates is sometimes overlooked. With the addition of Managed Services, MCCi is at your service to directly assist with implementing software updates such as minor updates, quick fixes or point releases. Dependent on complexity and client specific configurations, major software upgrades may or may not be covered and should be discussed with your Account Management Team. ANNUAL SYSTEM REVIEW & ANALYSIS MCCi will access your system to review how your organization uses Laserfiche, to identify potential issues, and to make recommendations for better use of the system. This analysis may be performed annually and is an optional service that will be completed only if requested by the Client. REMOTE ACCESS SUPPORT If requested, our Support Technicians can access your Laserfiche system remotely to resolve issues, saving both time and money. LASERFICHE CERTIFICATIONS Priority offering of complimentary Laserfiche certifications, based on availability. LASERFICHE CONFERENCE REGISTRATION Priority offering of complimentary Laserfiche Empower registration, based on availability. *Please see chart above for information on Workflow Managed Services. CLIENT RESPONSIBILITIES FOR MS • Configuration/maintenance of backups and any general network, security, or operating system settings outside of Laserfiche ® Management and creation of retention policies related to Records Management Module ® Providing an IT contact (internal or third -party) for MCCi to work with as necessary ® Providing remote access capabilities as needed. If the Client requests MCCi to have unattended access, the Client assumes all responsibility for the related session(s). The Client will work with MCCi to set up user profiles, user tags, etc. to allow desired security rights/access. LASERFICHE ADMINISTRATION SERVICES (LAS) MCCi's Laserfiche Administration Services package is for Clients who need a Laserfiche administrator, or additional Laserfiche administration services. Pricing for the advanced block of hours is based on MCCi's Application Support Analyst hourly rate discounted by 10%. The number of hours included is based on active products and will expire on the same date as your annual renewal. Laserfiche Administration Services offers the following: LASERFICHE ADMINISTRATION SERVICES: LEVEL 1 ® Dedicated Laserfiche Certified Professional • Laserfiche Administration configuration services - setting up users, metadata, security, etc. • Configuration and maintenance of basic business processes utilizing Laserfiche Forms and Workflow • Configuration of Quick Fields sessions using purchased features - excludes custom scripting, custom calculations, etc. If Basic Records Management Module Overview Training MCCi I Page 20 of 37 • Scheduled recurring consultation calls upon Client's request • Maintenance of existing middleware/configurable integrations — does not include maintenance of custom built integrations. LASERFICHE ADMINISTRATION SERVICES: LEVEL 2 Level 2 includes the benefits of Level 1, but additionally provides the ability for MCCi to maintain complex business processes, which requires knowledge transfer and maintenance of that knowledge. • Maintenance of MCCi/Client configured complex business processes — The Application Support Analyst can maintain MCCi or Client configured complex business processes. For example: minor tweaks, updates due to upgrades, process improvements, etc. • Annual Review of business process configurations CLIENT RESPONSIBILITIES FOR LEVEL 1 & LEVEL 2 • Configuration/maintenance of backups and any general network, security, or operating system settings outside of Laserfiche • Management and creation of retention policies related to Records Management Module • Providing an IT contact (internal or third -party) for MCCi to work with as necessary • Create/provide process diagrams (and any other necessary paperwork/examples) • Providing remote access capabilities as needed. If the Client requests MCCi to have unattended access, the Client assumes all responsibility for the related session(s). The Client will work with MCCi to set up user profiles, user tags, etc. to allow desired security rights/access. *For more complex Forms, Workflow, and Transparent Records Management configurations, please discuss a Business Process Configuration Service with your Account Executive. THE TRAINING CENTER FOR LASERFICHE (NOT INCLUDED) MCCi's Training Center for Laserfiche annual subscription provides an easy, cost-effective way for all users in your organization to access over 500 Laserfiche training videos. BENEFITS • 24/7 access to on -demand Laserfiche training videos and other resources • Reduction in training expenses • Caters to all skill levels from Basic Users to Advanced System Administrators • Unlimited access for your entire organization • User determined schedule and pacing • Reduction in internal support and increased user productivity • Increased efficiency through improved internal usage/adoption ■ Instant/budgeted training available in the case of employee turnover • Enhance your organization's internal Laserfiche training program *The Training Center subscription gate is based on Laserfiche full, retrieval, and WebLink/public portal users. MCCi I Page 21 of 37 LASERFICHE LICENSING GUIDE To determine which platform/license are applicable, please refer to the pricing section. LASERFICHE PLATFORM ARCHITECTURE J/J�� .,�,, ,,, ,,,.,..; /y ��'�rJ �J �/J%r�`r Application Servers .,/,rr��'r/./'//r//`����.;/r/r�c%i,,/i,^,r ��/�,•"���r/;;�a 0.%/1�7` -• � -• Web Admin Console Included (Directory Included(Directory FULL USE ACCESS LICENSES ,./. .o-.r lr�ir„l..r.�.�//���rf����r�����J,'�r�,f�/%////i���vf����,�Nrr..,�/rrri.../�r rrrFull Named Users Effug". j �J���r.F./%r,////s/r',%JoiS•;Y�7;.�::`,/�r�,,'���r�F,:r.�ll�/%r/f�i//i,/ri/iri"�„}'S�r�,. mr., J l {�j`1K. r,r^.� .! • F. /r p��i,/// / r�� • ,•, /.lr/r.. �G,{ ��1r�G � r'�- ...:lT�., . /.r:.�/�� • 1 Digital Signatures Add -on Option I RIJR I �,� Iff"TIMIM I Add -on Option TrailAudit - • . • (Advanced) (Advanced) Scan Connect Add -on Option Add -on Option Add -on Option Forms Essentials IncludedAdvanced) with v10.2.•-• with v10.2.1+•-• with v10.2.1+ Forms Professional Add -on Option Add -on Option 'y�:.rf,'�/'✓,a' ...,/.. ✓/%/�.'„` 1/n'r, rrr..,/fr/ LIMITED USE ACCESS / „ �/. 1! �/,:.ri' �, l�;ff LICENSES /,Jr/,.ff` % �/ r � Fr, r/// r F:/ r/%� Jr//r/�L'�. //r r/r/r/!. Retrieval Named Users Minimum of 11 i NotAvailable Forms Authenticated Add -on Option Add -on Option Participants Employee Participant Not Available Add -on Option Add -on Option Subscription Licenses Education Community Not Available Add -on Option Add -on Option Subscription Lic"ses Community Subscription Licenses MODULE BASED LICENSES y ,t ,/ . >,,./ �:.r :rr^^./.r ,a r;`r=r., / rrrr ✓/, ,rrri ,.. r,.,r rr rl ,..�./ .,i rxii .>r:/i ,1rFrr ,.? J.i`.f// f/f:.%r� �../i r� �,:��..///,r'l/r;'r>� ...r//%/��. /^rr /�,��"A/� r;,��ll' ��1�/�F•!!r/ //%,. r: r'.,...///ir,-r �/ ,F,lr,✓i/ fir, yr/i/ r ,.; / :r.r / r, Import Agent Add -on Option Add -on Option Options: Web Distribution Options: Pilot (25), •• • 1 100, Public Portal IUnlimited tarter (10), •• • • Laserfiche (Per Laserfiche Midsize1 -• `•• • `•• • n Server) Records Mana lement Add -on Option___ Quick Fields tt Add -on Option Add -on Option ova 4 �_, Forms Portal Add -on Option Add -on Option Enterprise Forms Portal Add -on Option Add -on Option • Available t Public Portal is licensed per Laser -fiche Application Server; Web Distribution version only comes with 1 security profile tt Quick Fields is licensed per machine rather than per user. Multiple Quick Fields modules/options are available dependent upon platform. # Enterprise Forms Portal allows for Forms Portal to be activated on more than one Laser -fiche Forms Application Server MCCi I Page 22 of 37 r E � LASERFICHE WORKFLOW Automates business processes, such as approvals, routing based on conditions, or database integrations, improving consistency with how records are filed in Laserfiche. LASERFICHE SNAPSHOT Print directly into Laserfiche, capturing a "snapshot" of the electronic file at the time. These files are saved in TIFF format, an unalterable image. LASERFICHE EMAIL PLUG-IN Allows instant electronic document distribution via standard MAPI-compliant e-mail applications. This feature is included in every Full User and Retrieval User license. LASERFICHE WEB ACCESS A web -based thin client, offering virtually all document management capabilities of the standard Laserfiche interface. Web Access allows your IT staff to roll out high -volume Laserfiche access and version updates without increasing your organization's application support burden. Web Access also includes access to Laserfiche Mobile and the Laserfiche SharePoint Integration resources. LASERFICHE SHAREPOINT INTEGRATION The SharePoint Integration (SPI) is built on the power of Laserfiche Web Access, a Section 508- compliant thin client that reduces installation, support, and maintenance requirements. The integration requires an on -premise installation of SharePoint. LASERFICHE MOBILE/WEB ACCESS LIGHT Let's organizations access the features of the Laserfiche Client through a smartphone or tablet. They can remotely capture, edit, and search for documents, interact with Laserfiche Forms and start/participate in a business process. Mobile is available for iOS, Windows, and Android devices. Laserfiche Web Access or Laserfiche Forms is required for any/all mobile access options. LASERFICHE DIGITAL SIGNATURES A way of indicating that a document signature is authentic and has not been modified since the signature was applied. Allows users to automatically sign and validate documents directly in the Laserfiche Client or Laserfiche Web Access. LASERFICHE AUDIT TRAIL MODULES Starter Edition: Tracks basic events that occur in the repository and that involve accessing, modifying, or exporting data. Basic events include creating, editing, printing, or deleting documents, creating annotations, and assigning metadata. Standard Edition: Builds on the Starter Edition by tracking additional security/access-related events, and unsuccessful attempts to perform actions, such as failed attempts to access or print documents. Advanced Edition: All the functionality of the other two editions, and tracks more events including password changes, creation or modification of users and groups, and changes to repository -wide settings. It can also track all searches users perform, require users to enter reasons for performing certain actions, and automatically add watermarks to printed documents. LASERFICHE SCANCONNECTTM A collection of ISIS scanner drivers is included with Laserfiche ScanConnect. ScanConnect can be purchased as an add -on to both Laserfiche scanning and Quick Fields. MCCi I Page 23 of 37 LASERFICHE FORMS Laserfiche Forms allows organizations to create electronic fillable forms for collection and processing information. See the Laserfiche Licensing Guide for licensing options and descriptions. Laserfiche Forms has flexible design options to meet your organization's needs. You can: ® Create custom forms from a library of field or selection elements. • Utilize the Business process library includes (10.1+) a digital library of prebuilt form templates designed for easier process automation deployment ® Automate business processes for form data to follow, such as decision -making, emailing, or approvals (dynamic behaviors available with CSS and JavaScript). • Role -based security is included to allow and restrict access to necessary functions for form submitters, reviewers, approvers, form creators, and system administrators. Reporting tools allow different views of details on submitted forms such as: m User view of details about all submitted forms. • Approver "dashboard" of submissions awaiting approval. • Administrator views of all submissions by form and approval status. • Forms can be used internally or externally (with the appropriate licensing). Publication options include a login to forms system, public URL, secure URL, or embedded into a webpage. Feature Business process and form creation functionality* Forms Essentials X Forms Professional X Operational Dashboard X X View basic reports on process instances, tasks, and process data X X Teams X X Direct Approval through Email X X Database Lookups X Performance Dashboard X Enhanced reporting with built-in data aggregation options such as count, sum min max averse and median X Create advanced reports with data visualizations including charts and graphs X Payment Gateway (Compatible Payment Processor Account Required) X * Includes JavaScript/CSS, field rules, and form themes LASERFICHE FORMS PORTAL MODULE The Forms Portal license allows Form submission from unlicensed (public) users. Forms Portal is designed primarily for non-internal/public user submissions, therefore there is no Windows Authentication security validation provided. The users that access Forms through the Forms Portal can only submit forms (these users cannot participate in the business process after a form has been submitted). The Forms Portal is licensed to a specific Forms instance/server, rather than to the Laserfiche Application Server. Please note that if an organization desires to have a Forms Portal for internal users, as well as a Forms Portal for external users, and security protocol requires that these two Forms Portals reside on separate servers (one internal one external), Enterprise Forms Portal or multiple Forms Portal licenses are required. LIMITED USE ACCESS LICENSES Laserfiche offers limited use and more affordable licensing options for clients in need of only a subset of modules/features for a particular use case and/or group of users. RETRIEVAL NAMED USERS For users in need of read-only repository access. The Laserfiche email plug-in is included and access is available through the Laserfiche Client or Laserfiche Web Access. LASERFICHE FORMS AUTHENTICATED PARTICIPANTS For users who do not have the need/budget for a Full Named User License/Forms Professional license but do have the need for authenticated access to submit forms and MCCi I Page 24 of 37 participate in forms approval processes. Note: In the Avante platform, a Forms Authenticated Participant license is required for each Forms Server that the user needs to submit to, whereas with the RIO platform Laserfiche Directory Services authentication can be configured/utilized to avoid the need for additional licensing per user. SUBSCRIPTION LASERFICHE EMPLOYEE PARTICIPANTS For employees in need of read-only repository access and the ability to participate in forms processes. SUBSCRIPTION LASERFICHE COMMUNITY USERS For non -employees and non -contractors. Provides read-only repository access and ability to participate in forms processes (i.e. Vendor Management). SUBSCRIPTION LASERFICHE EDUCATION COMMUNITY USERS For accredited educational institutions that meet the requirements listed. Licenses are reserved for the education community including faculty, students, alumni, and parents and guardians of students. Faculty includes professors (assistant, adjunct, associated, tenured), lecturers, and researchers. Provides read-only repository access and ability to participate in forms processes. • Educational Institutions: Defined as an accredited school organized and operated exclusively for educational purposes. An accredited school must be: ■ A public or private K-12, vocational school, correspondence school, junior college, college, university, or scientific or technical institution accredited by associations recognized by the US Department of EDU and/or the State Board of EDU. ■ A preschool meeting all of the following: -is an early childhood program that serves a minimum of ten children ages two through five -has been in operation for at least one year provides educational services. • Administrative Offices or Boards of Education: ■ A district, regional, or state administrative offices of public Educational Institutions. ■ Administrative entities organized and operated exclusively for the administration of private Educational Institutions • Other state or local government entities nearly all of whose activities consist of administrative support, of a nature that advances academic learning for public Educational Institutions ® Administrative offices or boards of EDU of educational institutions: defined as district, regional, and state administrative offices of the foregoing educational institutions defined above ® Full and part-time faculty and staff of educational institutions: ■ Defined as all full and part time faculty and staff of educational institutions defined above • Full and part-time matriculated students of higher education institutions: a Defined as full and part-time matriculated students of a higher education institution defined as a public or private vocational school, correspondence school, junior college, college, university, or scientific or technical institution accredited by associations recognized by the State Board of EDU and/or the U.S. Department of Education. • Hospitals that are wholly owned and operated by an Educational Institution • 'Wholly owned and operated" means that the Educational institution is the sole owner of the said hospital and the only entity exercising control over the hospital's day-to-day operations. LASERFICHE IMPORT AGENT Automatically retrieves files stored in a Windows folder and imports them into a Laserfiche repository, performing OCR as part of the process. LASERFICHE PUBLIC PORTAL - WEBLINKTM The WebLink module publishes select documents in a Laserfiche repository to an intranet or the Internet in read-only form. Built on ASP .NET, WebLink can be customized to match the look and feel of an organization's Internet or intranet site. MCCi I Page 25 of 37 LASERFICHE RECORDS MANAGEMENT The Records Management module allows for managing the complete life cycle of records in Laserfiche to include retention schedule management, legal holds/record freezes, disposition and vital record management, etc. LASERFICHE "QUICK FIELDS" (QF) BATCH PROCESSING TOOLS High volume capture software that automates document import, classification, and indexing. Quick Fields transforms data capture from a costly and labor-intensive operation into an efficient process, improving the speed and accuracy of data capture. QF is a prerequisite for the following: • QF Bar Code Validation Package: The Bar Code add -on reads bar codes on a specified page, identifying pages, populating fields, determine document names, or determining file location. Bar Code is very powerful when combined with Real Time Lookup. Supported barcode formats: Codabar, CODE 39, CODE 128, EAN 8, EAN 13, Interleaved 2 of 5, UPCA, and UPCE. ® QF Real-time Look up Validation Package: Lookup populates template fields and validates metadata by retrieving data stored in third -party databases and other applications. ® QF Zone OCR Validation Package: The Zone OCR (Optical Character Recognition) add -on will scan a specific zone on an image for text. The data returned by this process can be used for identifying pages, populating fields, determine document names, or determining file location. • QF Forms Alignment: Automatically repositions scanned documents to match a master form, correcting for scanning errors and improving data extraction. • QF Document Classification: Designed for clients who handle multiple forms and document types. • QF Auto Stamp/Redaction/Bates Numbering: A document auto -numbering annotation option. • QF Optical Mark Recognition: Detects handwritten information, including marks on surveys. • QF Agent: Enables administrators to schedule QF processing without operator intervention. • QF Forms Identification: Automatically recognizes the document based on its overall structure, even in the absence of bar codes, form data or other distinguishing information. • QF Forms Extractor: Removes form outlines to isolate data for more accurate capture. • QF Scripting Kit: Offers a QF script editor, allowing developers to write C# and VB.Net Scripts. LASERFICHE PLUSTM Allows information stored in Laserfiche to be portable. When published by Laserfiche Plus files can be viewed by anybody, regardless of whether they have Laserfiche installed. This software prepares a copy of the Laserfiche files (images, text, electronic files, annotations, templates, and field data) for burning directly to your removable media or to a temporary directory. Choosing to publish to a temporary directory allows you to write it to your removable media at your convenience. MCCI'S OCR SCHEDULER FOR LASERFICHE A simple, effective, and efficient way to mass OCR documents in Laserfiche. It allows administrators to configure multiple OCR sessions and ensure OCR is being completed, without end user interaction. MCCi I Page 26 of 37 MCCi will provide necessary consultation upon request, as to the compatibility of current hardware with the Laserfiche System. Changes and recommendations will be made at the time of consultation. Please keep in mind that these are the minimum system requirements (see below) as recommended by MCCi, and should be considered independently rather than collectively. Additionally, overhead for virtualization has not been factored in to these requirements. MCCi does not recommend any version of Windows that is approaching or is beyond the "End of Extended Support Date" specified by Microsoft. OS Windows 10, Windows 8 or 8.1 (32 or 64), Windows 7 (32 or 64), Windows Vista Client/Scanning CPU 2.8 GHz processor or faster Station PC Memory 4 GB RAM or more Communications TCP/IP OS Windows 10, Windows 8 or 8.1 (32 or 64), Windows 7 (32 or 64), Windows Vista Batch CPU 2.8 GHz Processor or faster Processing Quick Fields Memory 4 GB RAM or more Machine Communications TCP/IP High Volume Recommendation Windows 7 x64 with 8 GB RAM, Intel Core 2 Duo Processors 3.33GHz Windows Server 2016, Windows Server 2012 R2, Windows Server 2012, OS Windows 2008 R2, Server 2008 (Service Pack 2 or Higher) *64-13it Edition Only CPU Quad -Core Processor, 2.5 GHz Processor or better Laserfiche Memory 8 - 12 GB RAM Application Server Communications TCP/IP Microsoft SQL Server 2008 (Service Pack 1), Microsoft SQL Server 2008 Database Server R2, Microsoft SQL Server 2012, Microsoft SQL Server 2014, Microsoft SQL Server 2016. Oracle 11g (11.1.0.7+), Oracle 12c Express Editions of the above Microsoft SQL Server versions are supported Image/File Typical usage factoring is 18,000 black/white standard size images per GB. Clients typically use a Network Server Storage Attached Storage (NAS), Storage Area Network SAN or a Local Storage Device. OS Windows Server 2016, Windows Server 2012 R2, Windows Server 2012, Windows 2008 R2, Server 2008, (Service Pack 2 or Higher) CPU 4 Core Processor, 2.5 GHz Processor or better Memory 4 GB RAM or higher Laserfiche Workflow Communications TCP/IP Server Microsoft SQL Server 2008 (Service Pack 1), Microsoft SQL Server 2008 R2, Microsoft SQL Server 2012, Microsoft SQL Server 2014, Microsoft SQL Server 2016, Oracle (11.1.0.7+), Oracle 11g R2 (11.2.0.1+), and Oracle Database Server 12c "Express" Editions of the above Microsoft SQL Server versions are supported Internet Information Services (IIS): IS 7 (Windows Server 2008), IIS 7.5 OS & IIS (Windows Server 2008 R2), IIS 8 (Windows Server 2012), IIS 8.5 Windows Server 2012 R2), IIS 10 Windows Server 2016 CPU Dual Core Processor, 2.5 GHz Processor or better Laserfiche Memory 4 GB RAM Audit Trail Communications TCP/IP Server Local Storage C:\ Drive with 40GB or greater available Microsoft SQL Server 2008 (Service Pack 1), Microsoft SQL Server 2008 Database Server R2, Microsoft SQL Server 2012, Microsoft SQL Server 2014, Microsoft SQL Server 2016, Oracle 11g (11.1.0.7+), Oracle 11g R2 (11.2.0.1+), and Oracle 12c MM I Page 27 of 37 Express Editions of the above Microsoft SQL Server versions are supported OS Windows Server 2008 (Service Pack 2 or Higher), or Windows Vista SP2+ and Later CPU 2.93 GHz or Faster Memory 4 GB RAM Laserfiche Laserfiche Server version 9.0 or later if using Laserfiche Connector with Connector the Laserfiche Client Laserfiche Server version 8.3 or later if using Laserfiche Connector with Software Requirements Web Access Laserfiche Web Client version 10.2 or later to use the assign template and fields action, the import action, or the show search count option with Web Access. Required if Installing "Web Access/Client" or Public Portal - "Weblink" Internet Information Services (IIS): IS 7 (Windows Server 2008), IIS 7.5 OS & IIS (Windows Server 2008 R2), IIS 8 (Windows Server 2012), IIS 8.5 Windows Server 2012 R2), IIS 10 Windows Server 2016 CPU Dual Core 2.8 GHz or faster processor Memory 2 GB RAM or more Web Browser (minimum versions): Laserfiche Web products operate most Viewer efficiently when using Internet Explorer 9. Other supported browsers are Firefox, Safari and Chrome Web Module Laserfiche Public Portal — Weblink Per Processor (Unlimited) licensing Server(s) Clients are responsible for any specifics: The Public Portal License allows unlimited connections per additional security protocol processor; however, a large number of connections may affect the setup/associated fees that are Laserfiche application server performance (one processor can handle required to provide roughly 100 to 150 concurrent retrieval connections). The client must internal/external web access. An have one Public Portal License for each Laserfiche application server they example would be setting up desire to connect to, and the Public Portal license must be licensed by the "Kerberos" for thin client active appropriate number of processors, which is required to match or exceed directory authentication, or the CPUs/processors on the Laserfiche application server that the Public setting up VPN access to allow Portal will connect to. For example, the client must have a dual -processor Laserfiche's iPad/iPhone or multiprocessor Public Portal license in order to connect to a Laserfiche applications to connect through Application Server that has two or more processors. Public Portal View the Web Access server. Only Licenses may only be used with Weblink; they are not available for other applications. OS Windows Operation Systems: 32 & 64 bit OCR Scheduler Requirements Laserfiche Version 9 Server (runs as a service), Laserfiche Version 9 for Laserfiche Client. Recommendation 1 dedicated Laserfiche Named User license Must use ISIS drivers to be compatible with Laserfiche ScanConnect software. Scanner compatibility should be Scanners confirmed by referencing the most up to date Laserfiche published supported scanner list at: h t I rfi h om static R urces/scanlist..html Laserfiche Server Version 9 or higher, Avante or Rio licensing model Internet Information Services (IIS): IS 7 (Windows Server 2008), IIS 7.5 Web Server (Windows Server 2008 R2), IIS 8 (Windows Server 2012), IIS 8.5 Windows Server 2012 R2), IIS 10 Windows Server 2016 CPU 4 Core or more Memory 8 GB RAM or more Hardware requirements may fluctuate based on the number of users Note logged in to the server. If you expect to have many simultaneous Laserfiche connections to your Laserfiche Forms server, we encourage you to configure it with a faster CPU and/or add more RAM. Forms Microsoft SQL Server 2008, 2008 R2, 2012, 2012 R2, 2014 and 2016 Database Server *Express Editions of the above Microsoft SQL Server versions are supported Users can fill out forms that start a process in Chrome (latest version), Safari (Mac only), Firefox (latest version), Internet Explorer 11 and later, Edge, Opera. Client The Laserfiche Forms inbox, Form Designer, Process Modeler, Administrative pages, etc. must be viewed in Internet Explorer 11, Edge, Firefox (latest version), or Chrome (latest version). Laserfiche Forms also supports mobile browsing (Chrome, Firefox, and Safari recommended). MM I Page 28 of 37 Terms and Conditions MCCI, a Limited Liability Company and subsidiary of MUNICIPAL CODE CORPORATION, which is duly organized and existing under the laws of the State of Florida, hereinafter referred to m MCCI, hereby offers the Loserfiche Software & Services according to the following terms and conditions. LASERFICHE SOFTWARE UPGRADE One year of I.MP must be purchased for new products when upgrading. LSAP of the original product will not be credited. However, remaining months of LSAP can be applied towards the new purchase of one year of LSAP for the new products. To receive any available software Credit for prio s of softwa e, the client must have an active LSAP (support/maintenance that has not expired). In regards to Subscription or laxerfich, Cloud licensing options, credits are not available for moving to or from an alternative Laserfiche licensing model. INTEGRATIONS 3rd party Lase Niche integrations or utilities may consume one or more Laserfiche user licenses depending on he. the vendor designed and coded the integration. These additional licensing needs should be verified by the client and considered in the ,at licensing purchased. SOFTWARE ASSURANCE PLAN (SAP) MCCI acts as 1st tier support and works with the manufacturer at a 2nd tier level when needed. MCCVa Software Assurance Packages include: Access to software point release updates, Telephone or E-Mail support for software related issues, 24-hour FTP and web site access, technics! bulletins and newsletters. Adjustments in annual support rates may be made to coincide with current U.S. inflation rates —any increase will not teed the cumulative increase in the Consumer Price Index (CPI) occurring since the last price increase. Annual support payment is due in advance of the date of renewal. Reinstatement fees may apply if payment is received more than 30 days after the data of renewal. Any updates requiring shipment of software require Client to pay shipping costs. Annual support date is based on the following: • For net new systems, the support date is set 30 days after MCCI submits software order to Laserfiche. • For platform upgrades the support date is set immediately upon MCCI submitting software order to Laserfiche. • For additional software, the support date is prorated to match the client's existing support date. • For Subscription Licensing (only applicable if subscription licensing has been purchased), 45 day written notice to not renew is required, and in the event of non-renewal/payment prior to the expiration date, the subscription software will stop functioning. Cliennmaycontact MCCIsupportvia MCCYs Online Support Center,email(gyQ::, agmalnnpvatlons.pom),or telephone 866-942-0464. Support is available Monday -Friday (excluding major holidays) from 8:00 a.m. —8:00 p.m. Eastern time. SOFTWARE PURCHASES AND SUPPORT RENEWALS Laserfiche policy dictates that MCCI as your current VAR of record, !s the VAR that Can download software licenses and activations for you. You Can also only purchase additional Loserfiche software to expand or upgrade your Laserfiche system, and renew your Laserfiche Software Assurance Plan (LSAP( under your current VAR of record. Unless you decide to cancel your contract with MCC! or Work with Laserfiche to formally change your Laserfiche Var of Record, future software purchases and support renewals will be processed and provided by MCCI. LASERFICHE RIO SHARED SERVICES PROVISIONS The host entity is the owner of the Laserfiche licensing and registered m such with MCCI and Laserfiche corporate. For Laserfiche corporate licensing rules, there Can only be one licensed entity per Laserfiche Rio platform. Licensing is non-transferrable. Addition, lly, the Host Entity is responsible for cost allocation among the other entities that are utilizing its Laserfiche Rio Platform, and for being the main point of Contact for support provided through MCCI. SERVICE LEVEL AGREEMENT ISLA) mars SLA is offered in addition to the Software Assurance Package. It is required in some circumstances, and offers the client escalated response times depending on the severity of the support issue, as well as extended support hours and many other additional benefits. The SLA documentation is readily available upon request MCCI SOFTWARE CUSTOMIZATIONS The client may elect to Contract with MCCi to customize the standard software. As standard software is upgraded, any customizations performed will require support in the form of updating through our Integration Support Assurance Program (IMP). IMP must be current to receive updates to the integration at no additional charge. Otherwise current hourly rates will apply. Upgrades to existing programs, or the acquisition of new programs from vendors other than MCCI, may have an effect on customizations made to the software by MCCI. MCCI will not be held responsible if upgrades or changes made by the client or another vendor or application preclude the operation of MCCYs customizations. MCCI SOFTWARE CONFIGURATION SERVICES The client may elect to contract with MCCI to configure the software. The client is responsible for testing all software configurations completed by MCCI, By acknowledging this testing requirement, the Client waives any and all liability W MCCI for any fees, damages, etc., that Could be related W software configurations. TEST/EVALUATION SOFTWARE Purchases of test and/or evaluation software are based on access time periods needed rather than perpetual software licensing. CLIENT SOFTWARE CUSTOMIZATIONS The client may also choose to customize their software internally, without MCCrs help. MCCI is not responsible for any damages caused by the ueefs customization of the software. MCC! will not be held responsible for Correcting any problems that may occur from these customizations. Routine updates to the software may affect any customizations made by the user. if MCCYs help is required to Correct/update any customizations made by the client, appropriate charges will apply. HARDWARE MCC! does not support any hardware as part of this Contract. If hardware is purchased through MCCI, the client is required to obtain the appropriate warranty and work directly with the manufacturer In regards to hardware support. USE OF BASECAMP Through the course of this project, MCCI may choose to utilize the third -party service Basecamp(http,//Caw .base om)for project management and Seam collaboration. Documentatlon and correspondence exchanged between MCCI and The Client may be stared in Basecamp. The Client acknowledges that Basecamp is responsible for secure storage of this documentation, and agrees that Basecamp's security guidelines located at)intRL•//haxgliMiL grg/securgv are acceptable for the storage of The Client's data and correspondence exchanged with MCCI. CLIENT INFORMATION TECHNOLOGY ASSISTANCE In order for MCCI to excel in customer service, the client must provide timely access to technical resources. The client must provide adequate technical support for all MCCi installation and support services. If the client does not have "in-house" technical support, it is the client's responsibility to make available the appropriate Information Technology resources/consultant when needed. SOFTWARE INSTALLATION MCC! will install all software outlined herein. If additional software is needed to bring the site up to specntCations, client will be billed accordingly. PROFESSIONAL SERVICES RESCHEDUUNG/CANCELLATIONS _ Travel Expenses: If the client Cancels or reschedules an installation after MCCI has made travel arrangements, travel expenses may be incurred due to circumstances such as non-refundable airline tickets, hotel reservations, rental can, etc. Site Preparation: The Client site should be ready for installation according W specifications outlined within the Hardware section. If site is not prepared and results in Cancellation, delays, or rescheduling of an installation after MCCi has made travel arrangements, the Client may incur expenses due to circumstances such as non-refundable airline tickets, training/inrtall charges, hotel reservations, rental cars, etc. Project Delays: Requests made by the client to cancel/reschedule delivery of services, will cause a delay in delivery of the services and the overall project. The client understands that MCCI will have to respect the timelines of other scheduled projects when rescheduling services due to a request made by the client. Doa On The Cloud Server Instances MCCi offers"DMS On The Cloud" server instances to clients that would rather not acquire the physical or virtual infrastructure themselves. MCCI offers this service through a partner (Gordon Flesch Company,Inc.). They are the leading provider of hosted Laserfiche server instances. Unless noted otherwise, Docs On The Cloud server Instances are hosted !n AWS and include the creation, maintenance, and upgrades of purchased virtual machines, maintenance of operating system software, and daily backup snapshots of the honed Infrastructure. In addhion, MCC! and the client have the following responsibilities: • MCCi: Initial installation of LF software components and ongoing application of LF upgrades if client subscribes to MCCrs Managed Services or Laserfi a Administration Services package. MCC! also serves as first tier for support issues and handles all billing related to the service. • Client: Serves as server and database administrator; maintains all non-Laserfiche and non -operating system applications,to Include required database software acquisition, installation, maintenance, upgrades, and database maintenance routines. ADDITIONAL SERVICES As an additional service/prod— under this Contract, MCC and MCC! Can provide the following: • Electronic Agenda and Legislative Management(Legistar). MCCI offers the G ranicus Legislative Management Suite(Legistar) and related services which provides electronic automation and Creation of Agendas and Minutes. Legistar is also integrated with Laserfiche. • Scanning and Digital Conversion Bureau. MCCi offers scanning, indexing and integration of hard copy documents, microfilm/microfiche, with Laserfiche Software to provide the Client with the most powerful index retrieval search engine available. • Open Records Req uest Selution U mtFOIAI. MCCI offers its JmtFOIA sciatic, to help agencies track Open Records Requests. JustF01A is a hosted solution that is user-friendly, affordable, and integrated with Laserfiche ECM. AGREEMENT EXTENDED TO OTHER GOVERNMENTAL UNITS MCCI agrees to allow any other Government agency to purchase items, at the same terms, conditions and pricing as this contract during the period of time that this Contract is in effect. Minor changes in terms and Conditions may be negotiated by MCCI and participating Government agencies. Arty Orden issued against this agreement shall be the sole responsibility of the Government agency placing the order. It is understood that the Client shall incur no financial responsibility in connection with any purchase by another Government agency. UMTTED LABILITY In no event shall MCCrs total liability to the client exceed the project fees paid to MCC! by the diem FORCEMAIEURE Neither Parry shall be liable for any delay or failure in Performance due to Cruses beyond Rs reasonable control. CLIENT FINANCIAL SOLVENCY/BANKRUPTCY MCCj may require payment in advance for products and services in response to learning of financial solvency or bankruptcy issues. NO HIRE CLAUSE Client and MCCi agree that during the period that this agreement is in force, including extensions or modifications thereto, and for an additional 12 onths following this Period, neither Client nor MCG will actively recruit, or solicit employees or independent contractors of of either company, —he employees of any of the other Subcontractors; who are on salve payroll status and are currently participating in this Program, without the prior written approval of the party whose employee or independent contractor is being Considered for employment. This does not prohibit any employee from responding to or pursuing employment opportunities through normal media channels, i.e. newspapers, professional journals, etc. so long as it is not related to this particular program and that it is not an attempt to ,,old the intent of the above restriction. If, during the term of, or within (12) months after the termination of the performance period of this agreement, client hires directly, or indirectly contracts with any of MCCI s personnel for the Performance of systems engineering and/or related services hereunder, client agrees to pay MCCI 125%of the fees paid to, or in favor of such personnel for one (1) year after such personnel separates from service with Mai. TERMINATION The services provided in this agreement will be in full force and effect for a period of three (1) year from the date of shipment of the completed product to the organization. Thereafter, this agreement will be automatically renewed from year to year, provided that either parry may alter or cancel the terms of this agreement upon sixty (60) days' written notice. MARKETING & REFERENCES Client agrees to allow MCCI to publish and publicize testimonials and Case study information pertaining to MCCYS work with the Client. This information, including the Gient's oBanuation name, logo, and Contact information will be used in all media types. MCCI I Page 29 of 37 Submitted by: MCCi, a Limited Liability Company Date: March 14, 2018 By: O..a (Signature) Donny Barsto-a— President Noted Items Accepted by: TAMARAC, FL Date: / By: (Printed Name & Title) (Signature) MichaW C. Cemech City Manager (Printed Name & Title) 312 �1) fC MCCi I Page 30 of 37 ALCHEMY STATEMENT OF WORK FOR TAMARAC, FL (ATTACHMENT 1) BACKGROUND The Client currently has an Alchemy system with 40+ databases. The Client would like to be able to migrate, indexed and integrated into their new Laserfiche system. The client will export the data out of the Alchemy system as csv/dat files and use a custom-built utility to migrate and index the document into their Laserfiche system. Unless otherwise stated in the scope of services, the migration process is limited to migrating data from one system to Laserfiche. PR03ECT 067ECTIVES • Create a sample run of data migration • Implement a full data migration for the outlined documents/metadata • Quality assurance and testing to ensure migration aligns with agreed sample run MILESTONES & DELIVERABLES DetailMilestone #1: Template and Folder MCCi will work with the client to map data from the Mapping legacy system to Laserfiche folders and templates #2: Sample Run MCCi will perform a sample run with a subset of data to verify the accuracy and esthetics of the template mapping. #3: Data Migration MCCi staff will perform the data migration and deliver to the client their indexed and migrated documents in an easily imported format for Laserfiche. MCCi staff will assist/perform the importing of these documents into the clients Laserfiche system. Items covered: • Build/configure custom utility used to facility migration • Migration code fixes for anomalies within the documents and data outlined • Volume consistency check/quality control #4: Data Sampling & Testing MCCi will conduct testing on completed migration to verify accuracy before requesting sign -off from client. EXCLUDED • MCCi is not responsible for the accuracy of existing indexing data and/or image quality, such as errors on the media, image file corruption, data file corruption, orphaned records, encrypted data, non -supported proprietary formats or other errors that are not controllable by MCCi. • Due to the vast differences in how document management systems handle sticky notes, redactions and annotations, data migration services do not include migration of sticky notes or any other redactions and annotations from the legacy system to Laserfiche, unless otherwise stated in this scope of services document. • MCCi is not responsible for maintaining a copy of the original data, or a copy of the converted data. • Client is responsible for data export from Alchemy and running the migration tool for import to Laserfiche repository. ASSUMPTIONS Ex: Data within this version of Alchemy is close to or similarly structured to previous version of the system that we have dealt with. The client will use the Native Alchemy export in conjunction with the Customer build migration utility to perform the migration. MCCi will provide training and support on the utility throughout the course of this project. MCCI - STATEMENT OF WORK CLIENT COMMITMENTS Commitment.• The Client will provide MCCi with remote access to the data for Client the purpose of review, and for assistance in configuring the migration utility. If necessary, the client will make a copy of all data to be migrated on an external hard drive and will send the data to MCCi. Additional fees may apply if the data is of a size that requires MCCi to acquire additional hardware to run the migration process. The client is required to give MCCi access to the original Client application as part of the migration process. If no access can be given, this must be stated in the scope of work. The client is responsible for final sign -off once migration services Client have been completed. Specifically, the client has 30 days to review imported records to verify accuracy of migrated electronic data. If the Client remains silent regarding their findings and/or 30 days elapses without notification to MCCi; the Client then deems the migration accurate and acceptable. The client will be responsible for signing -off on "Sample Run" Client outlined under milestone #2 before MCCi completes full migration outlined under "Milestone #3." Client will have two weeks to "accept" or "deny" the "Sample Run" in milestone #2. MCCI - STATEMENT OF WORK CHANGE ORDER PROCESS As this project progresses, it may be necessary to amend the Statement of Work (SOW). The Client understands that any change to the original SOW will affect the total hours billed and may extend the date of project completion. If necessary, the client will send a written request to MCCi outlining a requested change. MCCi will assess the change and provide the customer with a formal Scope Change Statement of Work be completing a Change Order request that must be signed by the client. This revised SOW will include the full scope of the change request, as well as any additional cost that may be necessary to implement the change. The Change Order template can be found in Appendix A of this Statement of Work. It may be necessary to halt work on this project while the client reviews the Scope Change. After receiving the Scope Change Statement of Work, the client must return a signed approval of the Scope Change to MCCi before work may proceed on the project. ISSUE ESCALATION Mechanisms for problem resolution and issue escalation. The following contact information is used for resolution and escalation by The Client of any unresolved issues and tasks. MCCi will acknowledge escalations in writing to include steps toward escalation resolution. PROJECT PRICING — DATA MIGRATION SERVICES Based on the estimates provided by the Client and is dependent upon final sample testing. Q Migration Services & Support (Up to 40 Hours) $8,200.00 - MCCi and client thoroughly review legacy data - Custom Migration Utility - Creation/verification Laserfiche metadata templates and folder structure: Client should have existing Laserfiche Templates - Sample run and presentation - Migration code fixes and anomaly adjustments - Data migration: Client will use the native Alchemy tools and the custom migration utility to perform the migration. - Volume Consistency check Q Project Management Services (Up to 8 Hours) $1,480.00 Total Pricing $9,680.00 TERMS & CONDITIONS Professional Services Pricing and Billing: MCCi has included a total amount of data migration and professional services for this project. MCCi will invoice 50% of total contract amount upon receipt and signed contract. Balance will be invoiced and billed upon delivery of the Data Migration Services for Laserfiche. Sales Tax will be included where applicable. Payment will be due upon receipt of an invoice. Upon import into Client production Laserfiche repository, Client has 30 days to review imported records to verify accuracy of migrated electronic data. If the Client remains silent regarding their findings and/or 30 days elapses without notification to MCCi; the Client, then deems the migration accurate and acceptable. Software Licensing Needs: Any additional software licensing needs related to this service/process configuration, have not been considered or included as part of the scope of services. The Client is responsible for ensuring that the required software licensing is available. Client Staffing Changes: In the event that the primary Client contacts change during the project, a change order may be required for training time and other related process changes caused by the staffing change. MCCi Software Configuration Services: The customer may elect to contract with MCCi to configure the software. The customer is responsible for testing all software configurations completed by MCCi. By acknowledging this testing requirement, the customer waives any and all liability to MCCi for any fees, damages, etc., that could be related to software configurations. Infrastructure/Hardware: It is The Client's responsibility to ensure that adequate hardware/infrastructure is in place and capable of handling the extra resources that may be required to support the Business Process Configuration, related software, etc. Due Diligence: Data migrations may require investigation by MCCi prior to providing time estimates and confirmation on programmatic feasibility. Due diligence time spent prior to contracting for services is incorporated into the final project cost Supported Data Types: TIFF Images from the legacy system will be migrated into Laserfiche. No conversion of data types or removal of document wrappers will be completed during the migration process unless specifically stated in this scope of services document. Files that are encrypted will not be migrated. Indexing: If indexing is desired and not currently contained within the electronic data migrated, the Client is required to provide MCCi with a database (in a format accepted by MCCi and approved in this scope) of indexing information which would be used to auto populate template fields. Additionally, the index data must be associated with the documents via unique identifiers or pointers. OCR: The client will be able to OCR the records internally, once the migration process is complete. Security and Access Rights to Migrated Documents: Due to the vast differences in how document management systems handle security and file access, the migrated data will not retain any of the previous system security from the former document management system. It will be the responsibility of the Client to apply the necessary security and access control to the migrated data in Laserfiche. Prior to providing end user access, the Client should verify that all migrated data has had the proper security applied, including view/write access and redactions (if utilized), which is consistent with their existing Laserfiche security policy. Retention of Migrated Records: After completion of the project, MCCi will purge all data and records received and hosted associated with migration services outlined in this statement of work. MCCI - STATEMENT OF WORK APPENDIX A — CHANGE ORDER TEMPLATE MCCi Project Change Request **TEMPLATE** (Insert Date of Change Order) Change Request Overview The ******* has requested a change to the services described in the ******* Project Statement of Work. The change requested will include development and project management services provided by MCCi resources to develop and unit test software enhancements, etc. Change Request Impact MCCi will utilize time from development resources to develop and unit test the specified enhancements while continuing to work on completion of the deliverables within the ******** Project Statement of Work. The programming and testing services will be included as an item on the MCCi task list and prioritized as appropriate by the Client. Change Cost It is estimated that this change will add *** hours/days of ***** time. Therefore, up to $X will be billed by MCCi for delivery of these enhancements. Change Approval The changes, impact, and costs as described above are agreed to by MCCi and ********* MCCi ****** By: By: Printed Printed Name: Name: Title: Title: MCCI - STATEMENT OF WORK 6 OPTIVIEW STATEMENT OF WORK FOR TAMARAC, FL (ATTACHMENT 2) BACKGROUND The Client currently has electronic records in an Optiview system which operates on SQL database engine as the backend. The Client would like to have this data migrated, indexed, and integrated into their new Laserfiche system. Unless otherwise stated in the scope of services, the migration process is limited to migrating data from one system to Laserfiche. PROJECT OBJECTIVES • Create a sample run of data migration • Implement a full data migration for the outlined documents/metadata • Quality assurance and testing to ensure migration aligns with agreed sample run MILESTONES He DELIVERABLES Milestone Detail #1: Template and Folder MCCi will work with the client to map data from the Mapping legacy system to Laserfiche folders and templates #2: Sample Run MCCi will perform a sample run with a subset of data to verify the accuracy and esthetics of the template mapping. #3: Data Migration MCCi staff will perform the data migration and deliver to the client their indexed and migrated documents in an easily imported format for Laserfiche. MCCi staff will assist/perform the importing of these documents into the clients Laserfiche system. Items covered: • Build/configure custom utility used to facility migration • Migration code fixes for anomalies within the documents and data outlined • Volume consistency check/quality control #4: Data Sampling & Testing MCCi will conduct testing on completed migration to verify accuracy before requesting sign -off from client. EXCLUDED • MCCi is not responsible for the accuracy of existing indexing data and/or image quality, such as errors on the media, image file corruption, data file corruption, orphaned records, encrypted data, non -supported proprietary formats or other errors that are not controllable by MCCi. • Due to the vast differences in how document management systems handle sticky notes, redactions and annotations, data migration services do not include migration of sticky notes or any other redactions and annotations from the legacy system to Laserfiche, unless otherwise stated in this scope of services document. • MCCi is not responsible for maintaining a copy of the original data, or a copy of the converted data. ASSUMPTIONS Ex: Data received for the migration will match the format and style of the data presented during the scope call. MCCI - STATEMENT OF WORK CLIENT COMMITMENTS ResponsibleCommitment The Client will provide MCCi with remote access to the Client data for the purpose of review, and for assistance in configuring the migration utility. If necessary, the client will make a copy of all data to be migrated on an external hard drive and will send the data to MCCi. Additional fees may apply if the data is of a size that requires MCCi to acquire additional hardware to run the migration process. The client is required to give MCCi access to the original Client application as part of the migration process. If no access can be given, this must be stated in the scope of work. The client is responsible for final sign -off once migration Client services have been completed. Specifically, the client has 30 days to review imported records to verify accuracy of migrated electronic data. If the Client remains silent regarding their findings and/or 30 days elapses without notification to MCCi; the Client then deems the migration accurate and acceptable. The client will be responsible for signing -off on "Sample Client Run" outlined under milestone #2 before MCCi completes full migration outlined under "Milestone #3." Client will have two weeks to "accept" or "deny" the "Sample Run" in milestone #2. CHANGE ORDER PROCESS As this project progresses, it may be necessary to amend the Statement of Work (SOW). The Client understands that any change to the original SOW will affect the total hours billed and may extend the date of project completion. If necessary, the client will send a written request to MCCi outlining a requested change. MCCi will assess the change and provide the customer with a formal Scope Change Statement of Work be completing a Change Order request that must be signed by the client. This revised SOW will include the full scope of the change request, as well as any additional cost that may be necessary to implement the change. The Change Order template can be found in Appendix A of this Statement of Work. It may be necessary to halt work on this project while the client reviews the Scope Change. After receiving the Scope Change Statement of Work, the client must return a signed approval of the Scope Change to MCCi before work may proceed on the project. ISSUE ESCALATION Mechanisms for problem resolution and issue escalation. The following contact information is used for resolution and escalation by The Client of any unresolved issues and tasks. MCCi will acknowledge escalations in writing to include steps toward escalation resolution. MCCI - STATEMENT OF WORK PROJECT PRICING - DATA MIGRATION SERVICES Based on the estimates provided by the Client and is dependent upon final sample testing. Q Migration Services & Support (Up to 42 Hours) $8,610.00 MCCi and client thoroughly review legacy data - Migration of up to 22 Doc types: Creation/verification Laserfiche metadata templates and folder structure: Client should have existing Laserfiche Templates - Sample run and presentation Migration code fixes and anomaly adjustments Data migration: Client may be required to assist in the actual migration (with instruction and tools from MCCi) If original time estimates are exceeded Volume Consistency check Q Project Management Services (Up to 8 Hours) $1,480.00 Total Pricing $10,090.00 TERMS & CONDITIONS Professional Services Pricing and Billing: MCCi has included a total amount of data migration and professional services for this project. MCCi will invoice 5011/o of total contract amount upon receipt and signed contract. Balance will be invoiced and billed upon delivery of the Data Migration Services for Laserfiche. Sales Tax will be included where applicable. Payment will be due upon receipt of an invoice. Upon import into Client production Laserfiche repository, Client has 30 days to review imported records to verify accuracy of migrated electronic data. If the Client remains silent regarding their findings and/or 30 days elapses without notification to MCCi; the Client, then deems the migration accurate and acceptable. Software Licensing Needs: Any additional software licensing needs related to this service/process configuration, have not been considered or included as part of the scope of services. The Client is responsible for ensuring that the required software licensing is available. Client Staffing Changes: In the event that the primary Client contacts change during the project, a change order may be required for training time and other related process changes caused by the staffing change. MCCi Software Configuration Services: The customer may elect to contract with MCCi to configure the software. The customer is responsible for testing all software configurations completed by MCCi. By acknowledging this testing requirement, the customer waives any and all liability to MCCi for any fees, damages, etc., that could be related to software configurations. Infrastructure/Hardware: It is The Client's responsibility to ensure that adequate hardware/infrastructure is in place and capable of handling the extra resources that may be required to support the Business Process Configuration, related software, etc. Due Diligence: Data migrations may require investigation by MCCi prior to providing time estimates and confirmation on programmatic feasibility. Due diligence time spent prior to contracting for services is incorporated into the final project cost Supported Data Types: TIFF Images from the legacy system will be migrated into Laserfiche. No conversion of data types or removal of document wrappers will be completed during the migration process unless specifically stated in this scope of services document. Files that are encrypted will not be migrated. Indexing: If indexing is desired and not currently contained within the electronic data migrated, the Client is required to provide MCCi with a database (in a format accepted by MCCi and approved in this scope) of indexing information which would be used to auto populate template fields. Additionally, the index data must be associated with the documents via unique identifiers or pointers. OCR: The client will be able to OCR the records internally, once the migration process is complete. Security and Access Rights to Migrated Documents: Due to the vast differences in how document management systems handle security and file access, the migrated data will not retain any of the previous system security from the former document management system. It will be the responsibility of the Client to apply the necessary security and access control to the migrated data in Laserfiche. Prior to providing end user access, the Client should verify that all migrated data has had the proper security applied, including view/write access and redactions (if utilized), which is consistent with their existing Laserfiche security policy. Retention of Migrated Records: After completion of the project, MCCi will purge all data and records received and hosted associated with migration services outlined in this statement of work. MCCI - STATEMENT OF WORK APPENDIX A — CHANGE ORDER TEMPLATE Project Change Request **TEMPLATE** (Insert Date of Change Order) Change Request Overview The ******* has requested a change to the services described in the ******* Project Statement of Work. The change requested will include development and project management services provided by MCCi resources to develop and unit test software enhancements, etc. Change Request Impact MCCi will utilize time from development resources to develop and unit test the specified enhancements while continuing to work on completion of the deliverables within the ******** Project Statement of Work. The programming and testing services will be included as an item on the MCCi task list and prioritized as appropriate by the Client. Change Cost It is estimated that this change will add *** hours/days of ***** time. Therefore, up to $X will be billed by MCCi for delivery of these enhancements. Change Approval The changes, impact, and costs as described above are agreed to by MCCi and ********* MCci ****** By: By: Printed Printed Name: Name: Title: Title: MCCI - STATEMENT OF WORK 6 EXECUTIVE SUMMARY COMPANY HISTORY MCCi, a subsidiary of Municipal Code Corporation (The nation's leading codifier for local government), has been providing Electronic Records Management Solutions to its clients since 1998. With a client base of over 700 government agencies and satellite offices across the country, we are striving to be the leading Electronic Records Management provider in the United States. In 2013, MCCi put together a customer focus group and collaborative initiative to develop a better method of recording, tracking, and fulfilling Open Records Requests. The result was a hosted and affordable solution on the most user-friendly platform: JustFOIA. JusTFOIA PRICING To determine which services and products are included with your project, please refer to the Pricing Section below. The below proposal for JustFOIA software subscription and services is run through the service and licensing pricing reflected in The National Cooperative Purchasing Association Contract (NCPA 11-04) JustFOIA Population Tier 3: 30k - 70k Payment Portal Laserfiche Integration Site Setup, Up to 2 Form/Process Configurations, User Setup, Up to 2 hours training Online Payment Portal Setup, Configuring and testing of integration with Authorize.net Laserfiche Integration Configuration, Installation and configuration of JustFOIA plugin for Laserfiche. "Train the installer", up to 2 hours of remote assistance For budgetary purposes, the Client should include $6,075.00 in annual budget for renewal of the items quoted above. $5,000 $4,500 $4,500 $750 $675 $675 $2,000 $1,800 $1,800 $250 $225 $225 $500 $450 $450 PAYMENT & BILLING TERMS MCCi will invoice one hundred percent (100%) of the subscription amount upon providing the Client online access to the JustFOIA service. Balance of total project will be invoiced upon completion of the proposed professional services. Sales tax will be included where applicable. Payment will be due upon receipt of an invoice. Client's annual subscription renewal date is set based on thirty days after contract is received. MCCi I Page 1 of 6 ADOBE ACROBAT PRO PLUGIN With the Adobe Acrobat Pro Plugin, you can easily upload documents you are working on in Adobe to a specific JustFOIA request. Use Adobe to create and edit documents, as well as to apply redactions and other features available in the Adobe software. When you are ready, you simply click on the JustFOIA button in the menu bar and uploading that document to JustFOIA is as easy as picking the request number. In order to utilize this plugin, your organization will need to have Acrobat Pro available to the user. LASERPICHE INTEGRATION Our Laserfiche integration makes it easy to leverage the power of Laserfiche to help fulfill records requests. Do all of your searching, editing, and redaction in Laserfiche. Then with a click of the JustFOIA menu button send selected documents directly into the response documents of the specific JustFOIA request you choose. This integration makes it more seamless to use Laserfiche and JustFOIA together to complete records requests. In order to utilize this integration, each user will need a full Laserfiche license. PAYMENT PORTAL This feature requires an account with Authorize.net, which is the third -party payment processor for this integration. Authorize.net handles all monetary transactions and sensitive credit card data. JustFOIA integrates with Authorize.net to give you the ability to collect payments from requestors online. The requestor goes to your site and enters in the request number/security key, and is able to see any fees that they owe. If they owe fees, they are able to pay through a secure authorize.net site. Once they pay, you can make their request documents available for immediate download. MCCi I Page 2 of 6 REMOTE CONFIGURATION - Configuration services are provided remotely. As part of the standard configuration services MCCi will work with the client to configure up to two Records Request Intake Processes, Unlimited users, as well as the departments, and security rights. The configuration of all forms and processes are to be completed as part of the initial project; if the client desires to take advantage of configuring a second process, it must be done as part of the initial configuration services and prior to training. Subsequent form/process configurations and users will be configured by the client, or the client may contract with MCCi for additional services. REMOTE TRAINING - JustFOIA is a simple and easy to use solution, therefore all training is provided remotely. One remote user training session is included for each form process that is being configured. In addition, one administrative training is included for the organization. All training is conducted in a train the trainer format. Onsite live training can be conducted at a negotiated rate. )USTF01A LICENSING AND FEATURES - JustFOIA is an Open Records Request Tracking Solution. It allows you to record, track, fulfill, and report on the records request process. Below are the feature sets offered: ■ Public Facing Form Site - Online public request form accessible through client's website. ■ Email Notifications - Status and department updates, automated reminders as well as daily digest and alert notifications. ■ Correspondence - Emails can be generated within the system and tracked under the specific request. Emails can be custom created or through pre -configured templates. In addition, other forms of correspondence related to a request can be tracked (phone calls, letters or in person conversations). ■ Fee Tracking - Track fees, due dates, and payments. ■ On -Premise Archival - Export capabilities for archiving record request data locally. ■ Proactive Status Reporting - Dashboard interface allows for immediate status update. ■ Performance Metric Reports - Measure processing times by request type, department or user. • Global Reporting - Measure performance for all departments and request types. ■ Configurable Intake Form - Client branded intake form that can be configured remotely or locally. ■ Mobile compatible - Compatible with most cellular devices. ■ Public Portal - Requesters can track their request through a secured private portal. Status updates, invoices and request documents can all be provided for the requester. ■ Payment Portal (Optional) - Requestors can view or print the invoice and make partial or whole payments. This feature requires an account with Authorize.net, which is the third -party payment processor for this integration. Authorize.net handles all monetary transactions and sensitive credit card data. HARDWARE/SOFTWARE REQUIREMENTS JustFOIA is a completely web -based hosted solution and therefore has no server -side hardware components. End -user access is provided through a web interface, which means no client -side software is required. We test and support the following browsers: Microsoft@ Internet Explorer@ version 10 or higher; Google Chrome TM, most recent stable version; Mozilla® Firefox@, most recent stable version; Apple@ Safari@ most recent stable version. MM I Page 3 of 6 10 When you become a client of MCCi, you gain much more than just a new product. You gain a relationship between our staff and your organization to make your product implementation successful and the usage of your product an enjoyable experience. In order to make this possible, MCCi offers both Proactive and Technical Support. PROACTIVE SUPPORT You will have already worked with your Account Executive in the pre -project phase and they will continue to support you. They will assist in pre -implementation processes and be a resource for you for questions and answer and be in touch throughout the year to discuss optimal system usage and ensure client satisfaction. TECHNICAL SUPPORT Your continued subscription to JustFOIA helps preserve your investment and extend the benefits of your original purchase by providing you access to the assistance needed. You have access to a toll -free line to call for technical support or submit tickets online through our support center. You receive the following benefits: • Free software updates for your current solution ® Periodic User webinars ® Embedded System Help Files • Technical bulletins and newsletters ® Telephone Email/Phone Support (see below) MCCi does provide continued technical support for all MCCi applications. Technical support is provided via email or telephone during normal business hours of 8:00 a.m. to 8:00 p.m. Eastern Time. Clients can designate several individuals who are to be the technical support contacts. There is no limit on the number of technical support calls that can be made. Customers may contact MCCi support via MCCi's Online Support Center, email (support@mccinnovations.com), or telephone 866-942-0464. MCCi I Page 4 of 6 MCCi, a Limited Liability Company and subsidiary of MUNICIPAL CODE CORPORATION, which is duly organized and existing under the laws of the State of Florida, hereinafter referred to as MCCi, hereby offers the JustFOIA solution according to the following terms and conditions. JUSTFOIA SUBSCRIPTION MCCi is the developer and hosting provider for JustFOIA. An active subscription is required to access the solution. The official subscription date is established on the date MCCi grants initial access to JustFOIA. Adjustments in annual subscription rates may be made to coincide with current U.S. inflation rates— any increase will not exceed the cumulative increase in the Consumer Price Index (CPI) occurring since the last price increase. JUSTFOIA IS AVAILABLE "AS -IS" Though we want to provide a great service, there are certain things about the service we cannot promise. For example, the services and software are provided "as is", at your own risk, without express or implied warranty or condition of any kind. We also disclaim any warranties of merchantability or fitness for a particular purpose. JustF01A will have no responsibility for any harm to your computer system, loss or corruption of data, or other harm that results from your access to or use of the Services or Software. Some states do not allow the types of disclaimers in this paragraph, so they may not apply to you. LIMITED LIABILITY In no event shall MCCfs total liability to the client exceed the project fees paid to MCCi by the client. Due to the intended use ofJustFOIA being focused on "Open Records" Requests, MCCi assumes that only public and non -confidential data will be uploaded to the solution, and the full Terms of Use are accessible on the home page ofthe JustFOIA solution. FORCE MAIEURE Neither parry shall be liable for any delay or failure in performance due to causes beyond its reasonable control. CLIENT FINANCIAL SOLVENCY/BANKRUPTCY MCCi may require payment in advance for products and services in response to learning of financial solvency or bankruptcy issues. NO HIRE CLAUSE Client and MCCi agree that during the period that this agreement is in force, including extensions or modifications thereto, and for an additional 12 months following this period, neither Client nor MCO will actively recruit, or solicit employees or independent contractors of either company, or the employees of any of the other Subcontractors; who are on active payroll status and are currently participating in this Program, without the prior written approval of the party whose employee or independent contractor is being considered for employment. This does not prohibit any employee from responding to or pursuing employment opportunities through normal media channels, i.e. newspapers, professional journals, etc. so long as it is not related to this particular program and that it is not an attempt to avoid the intent of the above restriction. If, during the term of, or within (12) months after the termination of the performance period of this agreement, client hires directly, or indirectly contracts with any of MCCi s personnel forthe performance of systems engineering and/or related services hereunder, client agrees to pay MCCi 125% of the fees paid to, or in favor of such personnel for one (1) year after such personnel separates from service with MCCL TERMINATION The services provided in this agreement will be in full force and effect for a period of three (3) years from the date of shipment of the completed product to the organization. Thereafter, this agreement will be automatically renewed from year to year, provided that either party may alter or cancel the terms of this agreement upon sixty (60) days' written notice. USE OF BASECAMP Through the course of this project, MCCi may choose to utilize the third -party service Basecamp (htto://www.basecamo.mm) for project management and team collaboration. Documentation and correspondence exchanged between MCCi and The Client may be stored in Basecamp. The Client acknowledges that Basecamp is responsible for secure storage of this documentation, and agrees that Basecamp's security guidelines located at httos://basecamo.cgm/security are acceptable for the storage of The Client's data and correspondence exchanged with MCCL OTHERCONTENT The Services may contain links to third -party websites or resources. JustFOIA does not endorse and is not responsible or liable for third -party website availability, accuracy, the related content, products, or services. You are solely responsible for your use of any such websites or resources. MARKETING & REFERENCES Client agrees to allow MCCi to publish and publicize testimonials and case study information pertaining to MCCi's work with the Client. This information, including the Client's organization name, logo, and contact information will be used in all media types. MCCi SOFTWARE CONFIGURATION SERVICES The customer may elect to contract with MCCi to configure the software. The customer is responsible for testing all software configurations completed by MCCi. By acknowledging this testing requirement, the customer waives any and all liability to MCCi for any fees, damages, etc., that could be related to software configurations. MM I Page 5 of 6 The terms of this agreement shall remain in force and effect for a period of ninety (90) days from the date appearing below, unless accepted by the Client. Submitted by: MCCi, a Limited Liability Company Date: March 14, 2018 By: Noted Items Accepted by Date: By: (Signature) Donny Barstow— President (Printed Name & Title) TAMARAC, FL ;;4�we'k v?- i ,/,� ....W I== %I. %'Mem City Manager (Printed Name & Title) ail Q s '76 MCCi I Page 6 of 6