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R-2018-045 Purchase document management software, hardware and services under City of Miami ITB No. 391322 from MCCi (a subsidiary of Municipal Code Corporation) not to exceed $132,526.00
RESOLUTION NO. 2018-045 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF DANIA BEACH, FLORIDA, AUTHORIZING THE CITY MANAGER TO PURCHASE DOCUMENT MANAGEMENT SOFTWARE, HARDWARE AND SERVICES UTILIZING PRICING UNDER THE CITY OF MIAMI INVITATION TO BID (ITB) NO. 391322 FROM MCCi (A SUBSIDIARY OF MUNICIPAL CODE CORPORATION) ENDING JUNE 15, 2018 IN AN AMOUNT NOT TO EXCEED ONE HUNDRED THIRTY TWO THOUSAND FIVE HUNDRED TWENTY SIX DOLLARS ($132,526.00); PROVIDING FOR CONFLICTS; FURTHER, PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the Charter of the City of Dania Beach, Part III, Article 3, Section 4, Subsection 0), authorizes the City Manager to purchase supplies, services, equipment and materials for the City government in amounts in excess of the established monetary threshold without competitive bidding and without advertisement for bids if he is authorized to do so in advance by a resolution adopted by the City Commission and if such purchases are made pursuant to a competitive bid obtained within the last eighteen (18) months by other government agencies, such as the federal government, state of Florida or a Florida municipality or county; and WHEREAS, the Dania Beach Code of Ordinances, Chapter 2, Article 1, Section 2-10, "Monetary thresholds for certain purchases and payment disbursement authorizations", Subsection(a), sets the monetary threshold or limitation at $25,000.00; and WHEREAS, the City of Dania Beach currently utilizes the document management software commonly known as Optiview; and WHEREAS, in 2016, Advanced Processing & Imaging, Inc. was acquired by Upland Software; and WHEREAS, since the acquisition Upland has not progressed with technological development to meet the growing document management demands of the City, including storage, future upgrades, and full integration with the City's current ERP system; and WHEREAS, after acquisition, technical support and customer support has significantly declined; and WHEREAS, the City Commission in Fiscal Year 2016-2017 approved the search and acquisition of a new document management system; and WHEREAS, the City's Information Technology (IT) Department has viewed multiple document management systems and has determined the Laserfiche software application is best suited for the City's needs; and WHEREAS, the IT Department has determined that such services can be purchased at the least cost to the City utilizing the pricing under ITB 391322 under a City of Miami contract, dated June 15, 2014 and extended on June 15, 2017 through June 15, 2018, a copy of which is attached as Exhibit"A", which is incorporated into this Resolution by this reference; NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF DANIA BEACH, FLORIDA: Section 1. That the foregoing "Whereas" clauses are ratified and confirmed as being true and correct, and they are made a specific part of and incorporated into this Resolution by this reference. Section 2. That the City Commission authorizes the City Manager to purchase document management software, hardware and services from MCCi (a subsidiary of Municipal Code Corporation) utilizing pricing under ITB No. 391322 under the City of Miami contract attached as Exhibit "A" and authorizes the proper City officials to execute the necessary documents in an amount not to exceed One Hundred Thirty Two Thousand Five Hundred Twenty Six Dollars ($132,526.00); provided however, that no agreement will become effective unless and until City officials complete their execution of it. Section 3. That funding is available and appropriated in the General Fund Finance IT Software Account # 001-17-04-516-52-30 in the amount of One Hundred Seventeen Thousand Five Hundred Twenty Six Dollars ($117,526.00) and additional funding will also be made available utilizing a transfer from the General Fund Contractual Services Account 001-18-00- 519-34-10 to the General Fund IT Software Account #001-17-04-516-52-30 in the amount of Fifteen Thousand Dollars ($15,000.00). Section 4. That the City Manager and City Attorney are authorized to make minor revisions to any agreement as are deemed necessary and proper and in the best interest of the City. Section 5. That all resolutions or parts of resolutions in conflict with this Resolution are repealed to the extent of such conflict. 2 RESOLUTION#2018-045 Section 6. That this Resolution shall be in full force and take effect immediately upon its passage and adoption. PASSED AND ADOPTED on March 27, 2018. ATTEST: 0�v+ARD S Fir Lys LOUISE STILSON, CMC '� TAMARA JAI\�j CITY CLERK , MAYOR APPROVED A TO F RM AND CORRECTNESS: THOMAS J. ANS CITY ATT EY 3 RESOLUTION 92018-045 of *HTZIMT C 0 N T R A C T AWARD Procuremente IFB NO.: 391322(19) DESCRIPTION: DOCUMENT MANAGEMENT SOFTWARE, HARDWARE AND SOFTWARE CONTRACT PERIOD: JUNE 16,2014 THROUGH JUNE 15,2016 TERM OF CONTRACT: TWO (2) YEARS WITH THE OPTION TO RENEW FOR THREE(3)ADDITIONAL ONE-YEAR PERIODS COMMODITY CODE: 920 SECTION#1 —VENDOR AWARD MCCI, LLC 1700 Capital Circle SW Tallahassee, FL 32310 Contact: Donny Barstow Phone: (800)342-2633 Fax: (850)701-0715 Email:dwbamccinnovaitons.com SECTION#2—AWARD/BACKGROUND INFORMATION/APPLICABLE ORDINANCES/NOTES C.C.AWARD DATE: JUNE 12,2014 AMENDED AMOUNT: N/A RESOLUTION NO: 14-0215 INSURANCE REQUIREMENTS: YES ANNUAL CONTRACT AMOUNT: N/A PERFORMANCE BOND: N/A Note: Funds allocated from the various sources APPLICABLE ORDINANCES: N/A of funds from the user departments and agencies,subject to availability of funds and budgetary approval at the time of need. SECTION#3—REQUESTING DEPARTMENT RISK MANAGEMENT Contract Administrator: Latanya Johnson Phone: (305)416-1659 SECTION#4—PROCURING AGENCY CITY OF MIAMI, PURCHASING DEPARTMENT Buyer: Tahlia Gray Phone: (305)416-1912 Fax: (305)416-1925 Prepared By: Aimee Gandarilla, 7/14/14 A CONTRACT AWARD SHEET INSTRUCTIONAL GUIDE TO ASSIST YOU WITH THE INFORMATION CONTAINED HEREIN IS AVAILABLE IN THE ISUPPLIER INFORMATION SECTION OF OUR WEBPAGE AT: www.miamigov.com/procurement w CONTRACT AWARD Procurement Deyartment FIRST RENEWAL IFB NO.: 391322(19) DESCRIPTION: DOCUMENT MANAGEMENT SOFTWARE, HARDWARE AND SERVICES TERM OF CONTRACT: TWO(2)YEARS WITH THE OPTION TO RENEW FOR THREE (3)ADDITIONAL ONE-YEAR PERIODS CONTRACT PERIOD: JUNE 16,2014 THROUGH JUNE 15,2016 RENEWAL PERIOD: JUNE 16,20-16 THROUGH JUNE 15,2017 COMMODITY CODE: 92045-00 SECTION#1 —VENDOR AWARD MCCI, LLC 1700 Capital Circle SW Tallahassee, FL 32310 Contact: Donny Barstow Phone: (800)342-2633 Fax: (850)701-0715 Email:dwbAmccinnovaitons_com SECTION#2—AWARD/BACKGROUND INFORMATION/APPLICABLE ORDINANCES/NOTES C.C.AWARD DATE: JUNE 12, 2014 AMENDED AMOUNT: N/A RESOLUTION NO: 14-0216 INSURANCE REQUIREMENTS: YES ANNUAL CONTRACT AMOUNT: N/A PERFORMANCE BOND: N/A APPLICABLE ORDINANCES: NIA Notes: Funds allocated from the vanous sources of funds from the user departments and agencies, subject to availability of funds and budgetary approval at the time of need. The contra(:t heg heen ranewed fnr tha inprind of.hine 16.2016 through June 15,2017. SECTION#3—REQUESTING DEPARTMENT INFORMATION TECHNOLOGY Contract Administrator:Stuart Henry Phone:(305)416-1566 ,SECTION#4—PROCURING AGENCY CITY OF MIAMI, PROCUREMENT DEPARTMENT Buyer: Pearl Bethel Phone: (305)416-1949 Fax: (305)416-1925 Prepared By: Max Sagesse,5/27/2016 A CONTRACT AWARD SHEET INSTRUCTIONAL GUIDE TO ASSIST YOU WITH THE INFORMATION CONTAINED HEREIN IS AVAILABLE IN THE ISUPPLIER INFORMATION SECTION OF OUR WESPAGE AT: wVAV.miamigoy.com/procurement Initial of CONTRACT AWARID Procurenwnt Deyartment SECOND RENEWAL IFB NO.: 391322(19) DESCRIPTION: DOCUMENT MANAGEMENT SOFTWARE, HARDWARE AND SERVICES TERM OF CONTRACT: TWO(2)YEARS WITH THE OPTION TO RENEW FOR THREE (3)ADDITIONAL ONE-YEAR PERIODS CONTRACT PERIOD: JUNE 16,2014 THROUGH JUNE 15,2016 FIRST RENEWAL: JUNE 16,2016 THROUGH JUNE 15,2017 SECOND RENEWAL: JUNE 16,2017 THROUGH JUNE 15,2018 COMMODITY CODE: 92045-00 SECTION#1 —VENDOR AWARD MCCI,LLC 1700 Capital Circle SW Tallahassee, FL 32310 Contact:Donny Barstow Phone: (800)342-2633 Fax: (850)701-0715 Email:dwb(aDmccinnovaitons.com SECTION#2—AWARD/BACKGROUND INFORMATION/APPLICABLE ORDINANCES/NOTES C.C.AWARD DATE: JUNE 12,2014 AMENDED AMOUNT: N/A RESOLUTION NO: 14-0215 INSURANCE REQUIREMENTS: YES ANNUAL CONTRACT AMOUNT: N/A PERFORMANCE BOND: N/A APPLICABLE ORDINANCES: N/A Notes:SECOND RENEWAL:JUNE 16,2017 THROUGH JUNE 15,2018 SECTION#3—REQUESTING DEPARTMENT DEPARTMENT OF INFORMATION TECHNOLOGY Contract Administrator:Denise Rodriguez Phone:(305)416-1659 SECTION#4—PROCURING AGENCY CITY OF MIAMI,PROCUREMENT DEPARTMENT Buyer: Tahlia Gray Phone: (305)416-1912 Fax: (305)400-5019 Prepared By: Aimee Gandarilla, 5/16/17 A CONTRACT AWARD SHEET INSTRUCTIONAL GUIDE TO ASSIST YOU WITH THE INFORMATION CONTAINED HEREIN IS AVAILABLE IN THE(SUPPLIER INFORMATION SECTION OF OUR WEBPAGE AT: www.miamigov.com/procurement lV VI...1G�..,... ....._..._.... ,....... rr C fl1 � 0 4 u 0 3 w ran c�' 1p c, W a z in ,7 kic 3 z O ` a v c z O p u fC 4 O o H c u > t, LLf Q y !•' i Z d N J W v N m m m p u v O O O z z z Q IL o cr cl: U0 W o a � a f= 4A N w +r —.. _....._. ._._.._. lu z Q a z x Q O •' v j J s �^ , µ o W a� i Q wui a Q F 0 Z ✓ Ix � W Q � a i M i d N ui ' N lr1 N __ .__ ...._ en LL v v oy N -p w p 3 W v,. Cf •V 7 tton n 7 tTl u �On 5 I o a 01. �n oC, waj _ o t G a3 p c a c e3 a 4 e eo 4 v u ba a o a h m w m o � c'o a � �• `� � o`, y e a `� �, c � � 8 `� r yy a 0/1 � � O• C ,� � O y ❑C •b y` E�ip d a a a 3 4 a s c b a c V o <n a s $ A, �� '~ m a'ci ^� � fTi Q M � Ji d• d o 79 a � a m td' � a EQ* taa°c u ,n •L C u5 L v CL a`r c } o 9 cam.. w Q � s o ua (� 7 •. a o c a m m n1 a m! J O 41 t p C I o y7! gyp„ N tlQ 10 O ,- a4m a �° a`m E N LU OL" 0 I 2 u a cc :j © 2 CL a z cc a rr f Q ' - ry ~ 0 cU. V! 14 +✓ m N 5 ry rtt v co a 2 co uj ex Q o r. m ' V a-a' D L v s+ w Z oG c -am ° M m U C7 ro F y o o L? O +� o �_ Y a o u r ai E a+ c a d O c ro o m a d o ( E m rt w — o a fy a w a u W-4 o GiE Y m I A 0 N m N [O a a U w c o a � r 11I a r v m m U TABULATION-CONTINUED IFB 391322-DOCUMENT MANAGEMENT SOFTWARE, HARDWARE, AND SERVICES BALANCE OF LINE (PER SECTION 2.10 OF THE IFB) MCCi* (NON-LOCAL) SERVICE PERCENTAGE DISCOUNT i Setup services(per hour) 10% Training Services(per hour) 10% Development(Integration)Services(per hour) 10% Customized Laserfiche services,such as are currently employed for automated bulk Importantion and automated GSi-SL Retention Scheduling 10% (per hour) i MCC!integration between Laserfiche and Legistar(Granku's Legislative Only available through MCCi as LF VAR Management Suite i MCCi integration between Legistar and IMunicode Only available through MCCi as LF VAR Access to"Training Center for Laserfiche"-Created and Maintained by MCCi Upon Reinsta ntement:No charge for 1st year ofsubscription 1st Year of Managed Services(Up to 10 Hours) Upon Relnstantement:No charge for 1st year of LSAP 1 renewal i Discount on Scanning Services(Assuming Miami becomes an M7L�9 Client) Special Government Pricing-Please see attached i *Clarification provided by MCO for the Balance of Line Products and Services: •All MCCi Services are eligible for the 10%discount off MSRP •All MCCi Products(with the exception of the Laserfiche/Legistar and Municode/Legistar integrations)are eligible for the 6.75% discount off MSRP. This was the same percentage offered on Laserfiche software. Support for MCC!products is offered at the same 10%discount as is Laserfiche support,as long as the City has an active MCCi SLA. •All Third Party Products and Support are available for purchase atthe prices noted in MCCrs original response. •The Granicus Suite Subscriptions have the 3%discount as noted in MCCi's original submission, i s i i t i i i I i i I I i Created by:Yusbel Gonzalez,CPPB 4/23/2014 101`2 TABULATION-CONTINLIED IFB 391322- DOCUMENT MANAGEMENT SOFTWARE, HARDWARE,AND SERVICES BALANCE OF LINE (PER SECTION 2.10 OF THE IFB) INFORMATION CONSULTANTS, INC-(LOCAL) ................. SERVICE PERCENTAGE DISCOUNT ;Setup Services(per hour) 14% Training Services(per hour) 14% 1 Development(integration)services(per hour) 14% Custornized Laserfiche services,sucha 'Y;eg e SIVE !automated bulk importantion and autK0XSL P 14% i(per hour) LABOR RATES PUBLISNED"f Base Rate-$145 Option#I-$125 for 100 hrs Option It 2-$110 for 100+hr's ............ ------- Deemed non-responsive per Section 1.28 of the IFB.Bidder Failed to follow the requirements of the formal solicitation under Section 2.9-Discount Percentage and Published Price List. Bidder failed to indicate the percentage discount for the Laserfiche United product and further failed to Include the manufacturer published price list for Laserfiche United products.Bidder also failed to Indicate a percentage discount off manufacturer suggested published price list or catalog for the purchase of Fujitsu Scanner Products and Services. THE DRS GROUP OF FLORIDA,INC. (NON-LOCAL) SERVICE PERCENTAGE DISCOUNT Setup Services(Per hour) $180.00 PER HOUR Training Services(per hour) $180.00 PER HOUR Development(Integration)Services(per hour) $280.00 PER HOUR Customized Laserfiche services,such t -R,� g2feaQ,14 S I V E 5�eR L automated bulk Importaritton and aunw- $180-00 PER HOUR (per hour) Equipment Maintenance(per hour) $150,G0 PER HOUR Deemed non-responsive per Section 1.28 of the IFB.Failed to meet the requirements of formal solicitation under Section 2.7(3)and Section 2.9.At time of bid,Bidder had only completed one(1)municipality-wider installation in the State of Florida,The IFB required that a Bidder have completed at least two(2).Bidder also failed to include manufacturer price lists that clearly showed the date of issuance and effective date.Furthermore,Bidder failed to include documentation confirming that it is either a manufacturer or manufacturer/distributor authorized reseller/dealer/service provider of the product brands shown In Line 2,3,and 4 of the IFB. Approved Department Director/Designee Created by:Yusbel Gonzalez,CPPB 4/23/2014 201`2 Response to Invitation for Bid IFB 391322/1 Submitted to: The City of Miami wf Opening Date: January 14, 2014 @ 11:00 a.m. Eastern Time January 10, 2014 Submitted by: 1-�l CCI ExperienceExcellence A subsidiary of Municipal Code Corporation J ' ICCi ExperienceExcel lence Municipal Code Corporation PO Box 2235• Tallahassee,Florida 32316 TELEPHONE(800)342-2633• FAX(850) 701-0715 Donny Barstow, President•extension 1599•dwb@mccinnovations.com January 13,2014 Ms.Yusbel Gonzalez,CPPB Senior Procurement Specialist City of Miami 3500 Pan American Drive Miami,FL 33133 Dear Ms.Gonzalez: MCCi appreciates the opportunity to respond to your City's invitation for Bid of Document Management Software, Hardware&Services(IFB 391322,1). We are pleased to include our response attached herein. While reviewing the proposal please keep in mind the following advantages of being a MCCi customer: Current Vendor Relationship. MCCi is a subsidiary for Municipal Code Corporation,which has been the City's Codifier for many years. Y Stability. Municipal Code Corporation has been in business for over 60 years and works with over 4,000 local government agencies across the United States. Y Leading Provider. For the past five years, MCCi was ranked as the#1 Laserfiche VAR in the United States. Florida Cities Choose MCCi. Over 125 Cities in Florida have their Laserfiche solution supported by MCCL Specialization in Enterprise Solutions.Our Project Managers provide implementation and training services to help make your solution an Enterprise-wide deployment. 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 plan to meet this goal in your time frame whether it be an immediate objective or part of a multi-year plan. Focus. MCCi specializes in working with government entities and focuses our products on solutions specifically for governments. In working with governments over the past 15 years, MCCi has had the opportunity to gain an in depth look into how they utilize their documents on a day-to-day basis. This thorough understanding gives MCCi the edge needed to provide our clients with a tailored solution that will meet each individual organization's needs. —' Superior Support.We offer support through our help desk,email,and toll free number,and 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. d The Right Resources at the Right Time.Whether it is integration,scanning and indexing services,an electronic forms solution,etc., MCCi has additional solutions that are complimentary to Laserfiche,while allowing you to work through one vendor for best breed of solutions. If you have any questions concerning our response or desire additional information,please do not hesitate to call on our toll-free number or through e-mail. We appreciate your interest and hope that we will have the pleasure of working with you and the City of Miami. Sincerely, Donny Barstow President .� City of Miami INCOOF aaan:b Invitation for Bid (IFB) Q to ae 4Q Purchasing Department Miami Riverside Center 444 SW 2rd Avenue,61h Floor Miami,Florida 33130 Web Site Address:btip://ci.miami.il.us/procurement IFB Number: 391322 Title: Invitation for Bid for Document Management Software,Hardware,and Services Issue Datc/Timc: 11-DEC-2013 IFB Closing Date/Time: 07-JAN-2014 @ 11:00:00 Pre-Bid Conference: Pre-Bid Date/Time: Pre-Bid Location: Deadline for Request for Clarification: Tuesday,December 24,2013 at 5:00 PM Buyer: Gonzalez,Yusbel Hard Copy Submittal Location: City of Miami- City Clerk 3500 Pan American Drive Miami FL 33133 US Buyer E-Mail Address: YGonzalez@ci.miami.fl.us Buyer Facsimile: (305)400-5104 Page 1 of 37 Certification Statement Please quote on this form, if applicable, net prices for the item(s) listed. Return signed original and retain a copy for your files. Prices should include all costs,including transportation to destination. The City reserves the right to accept or reject all or any part of this submission. Prices should be firm for a minimum of 180 days following the time set for closing of the submissions. In the event of errors in extension of totals, the unit prices shall govern in determining the quoted prices. We (1) certify that we have read your solicitation, completed the necessary documents, and propose to furnish and deliver,F.O.B.DESTINATION,the items or services specified herein. The undersigned hereby certifies that neither the contractual party nor any of its principal owners or personnel have been convicted of any of the violations, or debarred or suspender) as set in section 18-107 or Ordinance No. 12271. All exceptions to this submission have been documented in the section below (refer to paragraph and section). EXCEPTIONS: N/A We(I)certify that any and all information contained in this submission is true;and we(I)further certify that this submission is made without prior understanding, agreement, or connection with any corporation, firm, or person submitting a submission for the same materials, supplies, equipment, or service,and is in all respects fair and without collusion or fraud. We(I) agree to abide by all terms and conditions of this solicitation and certify that I am authorized to sign this submission for the sabmitter. Please print the following and sign your name: SUPPLIER NAME: MCCi LLC ADDRESS: 1700 Capital Circle SW,Tallahassee,FL 32310 PHONE: (800)342-2633 FAX: (850)701-0715 EMAIL: dwb@mecinnovations.com BEEPER: None SIGNED BY: Donny Barstow TITLE: President DATE: January 8,2014 FAIL ERE T12 CONnETE SIGN AND RETURN THIS FORM SHALL DLSOUALLU IMS BID Page 2 of 37 Certifications Legal Name of Firm: MCCi LLC Entity Type:Partnership,Sole Proprietorship,Corporation,etc. Limited Liability Corporation Year Established: 2003 Office Location: City of Miami,Miami-Dade County,or Other Tallahassee, FL Office Address, including City,State,and Zip Code: 1700 Capital Circle SW,Tallahassee, FL 32309 Full Name of Bidder's Representative,including Telephone Number.Fax Number,and Email Address: Donny Barstow, President/P:(800)342-2633/F: (850)701-0715/E:dwb@mccinnovations.com Occupational License/Business Tax Receipt Number: 22896 Occupational License/Business Tax Issuing Agency: City of Tallahassee Occupational License/Business Tax Expiration Date: September 30,2014 Please list and acknowledge all addendum/addenda received. List the addendum/addenda number and date of receipt(i.e. Addendum No. 1,7/l/07). If no addendum/addenda was/were issued,please insert N/A. Addendum No. 1.01/02/2014 Reference No. 1: Name of Company/Agency for which bidder is currently providing the serviceslgoods as described in this solicitation,or has provided such services/goods in the past: City of Boca Raton Reference No. 1:Address,City, State,and Zip for above reference company/agency listed: 2M West Palmetto Park Road,Boca Rates, FL 33412 Reference No. 1: Name of Contact Person,Telephone Number, and E-mail Address for above reference no. I Page 3 of 37 Lynn Drew-Sugarman 1 (561)393-7726 1 LDrew@ci.boca-raton.fl.us Reference No. 1:Date of Contract or Sale for above reference no. I July 1,2009 Reference No.2:Name of Company/Agency for which bidder is currently providing the services/goods as described in this solicitation,or has provided such services/goods in the past: City of Palm Beach Gardens Reference No. 2: Address,City,State, and Zip for above reference company/agency listed: 10500 North Military Trail Palm Beach Gardens,FL 33410 Reference No,2: Name of Contact Person,Telephone Number,and E-mail Address for above reference no. 2 Dave Crump 1 (561)799.4263 1 dcrump@pbgfl.com Reference No.2:Date of Contract or Sale for above reference no.2 July 2,2008 Reference No.I Marne of Company/Agency for which bidder is currently providing the services/goods as described in this solicitation,or has provided such services/goods,in the past: Town of Palm Beach Reference No.3:Address,City, State,and Zip for above reference company/agency listed: 360 South Country Road Palm Beach FL 33480 Reference No.3:Name of Contact Person,Telephone Number,and E-mail Address for above reference no.3 Mr.Chris Cartrett 1 (561)227-6342 1 ccartrett@townofgalmbeach.com Reference No.3: Date of Contract or Sale for above reference no.3 October 27,2008 Have you completely filled out and included with your bid response ATTACHMENT A- Bid Price Sheet?'YES OR NO?(Attachment A is located under the HeaderlNotes and Attachments Section of the I> B,in the Oracle/iSupplier Sourcing system) YES Have you included with your bid response the documentationlinformation requested in ATTACHMENT B-Bidder's Minimum Qualifications Documentation Checklist?YES OR NO?(This checklist is located under the Header/Notes and Attachments Section of the UFB,in the Oracle Sourcing system) Page 4 of 37 YES If Bidder has a Local Office, as defined under Chapter 18/Articlle I1I,Section 18-73 of the City Code, has Bidder tilled out,notarized,and included with its bid response the "City of Miami Local Office Certification"form?YES OR NO?(The City of Miami Local Office Certification form is located in the Oracle Sourcing system("i5upplier"),under the Header/Notes and,Attachments Section of this solicitation) No. Not applicable;MCCi LLC is based in Tallahassee, FL. Page 5 of 37 Line: I Description:BIDDERS ARE NOT REQUIRED TO ENTER A UNIT PRICE IN THIS LINE. BIDDERS SHALL SUBMIT THEIR BID PRICES UTILIZING ATTACHMENT A-BID PRICE SHEET,LOCATED UNDER THE HEADERINOTES AND ATTACHMENTS SECTION OF THIS SOLICITATION IN THE ORACLE/3SUPPLIER SOURCING SYSTEM. Category:92045-00 Unit of Measure:Each Unit Price:$ Number of Units: Total:$ Attachment A-Bid Price Sheet is attached to this bid response, Page 6 of 37 Im [EXECUTIVE SUMMARY] MCCi Differentiators—Specific to the City of Miami �( MCCi is the largest Laserfiche provider in the country and has been for the last 5 years �( MCCi is the largest Laserfiche provider in FL;Over 100 FL government agencies utilizing Laserfiche �( MCCi only focuses on government -q' MCCi's technical staff is Laserfiche Gold Certified MCCi has its own development staff with extensive Laserfiche integration knowledge, and has utilized the Laserfiche SDK to develop Web Services, ancillary products/integrations (Granicus/Legistar), etc. �( MCCi created and maintains The Training Center for Laserfiche(Online training portal) -V' MCCi has a Laserfiche focused service bureau,that can help The City with back-file scanning/conversions when needed -iK MCCi offers Records Management Consulting from a Certified Records Manager(CRM) Company History MCCi, a subsidiary of Municipal Code Corporation (The nation's leading codifier and current codifier for The City of Miami), has been providing Electronic Records Management Solutions to its clients since 1998. In 1998, Municipal Code Corporation (MCC)created a document imaging division,which subsequently evolved into MCCi in the summer of 2003. This allowed MCCi to provide its customers with a higher level of service, but still benefit from the stability and credibility of MCC. With a client base of over 400 government agencies and satellite offices across the country, MCCi has been the#1 Laserfiche VAR in Florida and in the world for the last 5 years. MCCi Advantage 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&support services, including: --Y' 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. They are Laserfiche Gold Certified and also hold other professional certifications to maintain a high knowledge level of our client's business processes. �( Dedicated Support—Once your project is complete,you will have access to our support staff for trouble shooting&supporting your Laserfiche system. Our staff can be easily reached through email, phone or our online support center. --Y' Sales&Account Management Team—You will have a dedicated team of an Account Executive and Account Manager that you can directly contact. They will also proactively contact you to ensure satisfaction, provide additional information on your products,and conduct web& regional events on continuing education topics. �( 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. In addition to our Training Services,we offer a yearly subscription to our Online Training Center for Laserfiche to help protect your Laserfiche investment. This allows all types of users, regardless of their role,to access videos on popular topics. This information is updated monthly and will be a continued resource for your organization. ✓ Back File Scanning&Conversion Experience—In the event you need to address a back file scanning project or have older data from legacy systems to convert,we have experience in addressing these and integrating them into your Laserfiche system. We have converted over 30 different applications and migrated the data to Laserfiche for other clients. 1-4C Ci IFB#391322,1: Document Management Software, Hardware&Services Page 1 of 29 EM [COMPANY INFORMATION] Company Products&Services MCCi offers a wide variety of electronic records management products. We have researched and evaluated many solutions available in an effort to find the best products that meet our clients' needs. In doing so,we have formed several strategic partnerships with leading technology companies such as Laserfiche, Brandt, Fujitsu and Ideal. We chose to ally with these software companies because the applications they offer are well suited for the records management challenges in the municipal environment. Enterprise Content Management Software—Laserfiche Records Management Software—Laserfiche Electronic Forms—Laserfiche Forms � Agenda and Legislative Management Software—Granicus/Legistar -v' Contract Management Software—Contract Assistant � Professional System Configuration, Installation and Training Services -;K Data Conversion Services—DDi • Document Scanning and Indexing • Fiche/Film Conversion • Large Format Document Scanning Services • Bound Book Scanning Services 14CCi IFB#391322,1: Document Management Software, Hardware&Services Page 2 of 29 [MCCi SERVICE OFFERINGS] MCCI PROJECT MANAGEMENT SERVICES MCCi Project Managers are CDIA-certified and Laserfiche Gold Certified, The CDIA(Certified Document Imaging Architect) is awarded after a comprehensive and rigorous exam focused on a broad spectrum of document and records management objectives. There are multiple Laserfiche Certifications and MCCi focuses on maintaining all of them. MCCi Project Managers administer these services and concentrate on defining business requirements and the deliverables that follow. The MCCi Project Manager will work with the client's point of contact to put together a project plan that clearly defines the scope of services of the Project Management services. These services are included to ensure the Client is prepared forthe final project implementation. Implementation Client Consultation-The assigned MCCi Project Manager will perform a remote pre-installation solution development plan including configuration of security rules for the Client prior to installation and training. This consultation will include a review of current document organization and retrieval practices to determine desired indexing methods,as well as 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 scheme, scheme, 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 objective. Please refer to the statement of work 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 not providing onsite training. Please refer to the statement of work to determine the training model quoted. LASERFICHE BASE SOFTWARE TRAINING SERVICES The client is provided with either instructor-led hands-on training or train-the-trainer training in the operation of the Laserfiche Software and Plug-ins, and the scope of all training services to be performed is notated in the Statement of Work. These services will be provided onsite or remote, please refer to the Statement of Work to determine which has been quoted. Below are some sample outlines based on user- roles and system modules: System Administration Training • Client and Server Installation Procedure • Users and Groups—Active Directory • Security • Templates • Tags • Document Relationships • Records Management • Volumes • System Settings • Back Up Procedures • Troubleshooting Procedures • Technical Support Overview li.fCCi IFB#391322,1: Document Management Software, Hardware&Services Page 3 of 29 [MCCi SERVICE OFFERINGS] Full User Training • Introduction to Laserfiche • Folders and the Folder Browser • Scanning and Importing • OCR and Full Text Indexing • Document Display • Index Card/Templates • Document Retrieval by Index Fields or Text (Searching) • Annotations • Extracting a Document from Laserfiche • Briefcasing and Migrating Documents • Customize Laserfiche • Volumes • Security • Advanced Features—Plug-ins RECORDS MANAGEMENT MODULE TRAINING * Please note that 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. Please refer to your Statement of Work to determine if this is included. • Record Series • Record Folders • Document Links • Versioning • Security Tags • Vital records • Cutoff criteria • Cutoff eligibility • Retention Period • Disposition Actions • Hold Period • Time Dispositions • Event Dispositions • Interim Transfers • Final Disposition • Destruction • Permanent Records • Accession • Freezing Admin Console Setup for Records Management • Cycle Definitions Setup • Locations Setup • Retention Schedules Setup • Cutoff Instructions Setup 1 CCi IFB#391322,1: Document Management Software, Hardware &Services Page 4 of 29 EM [MCCi SERVICE OFFERINGS] GAP ANALYSIS The MCCi Gap Analysis includes input by CDIA-certified MCCi professionals. The MCCi Gap Analysis is the study of the differences between two different information systems or applications, often for the purpose of determining how to get from one state to a new state.A gap is sometimes spoken of as "the space between where we are and where we want to be," and the Gap Analysis is undertaken as a means of bridging that space. MCCi offers Gap Analysis to new and existing MCCi customers, both with similar deliverables. New customers may be totally new to Records Management/Document Management,or could be transitioning from one system to another. Either way, Gap Analysis not only serves the consulting needs of a project, but can also mitigate many risks that are inherent in a new project. Risks such as scope creep, unforeseen needs (people, conversions, integrations,equipment),and unknown stakeholders, can be identified and cleared up in the very beginning of the project. Existing customers may consider Gap Analysis when looking to expand their system into other departments or enterprise-wide. It is also a great opportunity to investigate and report on how the system is being used versus how it was intended to be used—the result being a plan of action. 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 and 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 a Gap Analysis is dependent upon the system size and number of departments to be involved. AFFINITY INTEGRATION CONFIGURATION&TRAINING Includes: • Configuration of integration for up to one department within one application • "Train the Trainer"to empower the client to configure other integrations • All services are conducted remotely, unless an MCCi representative is onsite for other implementation needs and onsite time permits Client Deliverables • Application to be integrated with must meet Affinity requirements - http://www.affinityintegrations.com/requirements.aspx • Testing—A test copy of Affinity is available prior to purchase. Client is responsible for testing to make sure needs are met prior to purchase • Assistance in defining the Measurement of Success (MOS) • IT resources-Appointment of Affinity Administrator • Laserfiche metadata requirements 14CCi IFB#391322,1: Document Management Software, Hardware&Services Page 5 of 29 JIM [MCCi SERVICE OFFERINGS] MCCi Deliverables • Install and integrate Datallow Affinity within current Laserfiche system environment pursuant to the Affinity requirements • Assistance in configuring integration for up to one department within one application - At a minimum, if certain data fields cannot be mapped, MCCi will set up Affinity as an image enablement toolbar • MCCi project manager to assist with defining the MOS • Affinity integration configuration based on defined MOS • Define Laserfiche metadata structure to support the specified integration • Define Laserfiche security to support the integration • Project Management services up until MOS is met • Managed Services for up to 30 days past MOS • Affinity Administrator Training Measurement of Success (MOS): Based on MCQ's experience,a pre-requisite for providing and/or receiving consulting services is to jointly define an attainable MOS. The MOS is intended to address the desired outcome of the Affinity integration configuration and will be based primarily on the type and capabilities of the application to be integrated with, along with how related data should be organized in the Laserfiche system. 1-4CCi IFB#391322,1: Document Management Software, Hardware&Services Page 6 of 29 [MCCi SERVICE OFFERINGS] MCO LASERFICHE ARCHIVE SERVICES By DDi Laserfiche Archive Services are implemented by MCCi's DDi department. The service is designed to populate a client's new Laserfiche system with a subset of back-file records,which heightens the system training experience by having a great example to follow. To experience the complete benefit, it is recommended that Laserfiche Archive Services be completed prior to the initial system implementation. While one of MCCi's IT Project Managers consults with the client on the setup and configuration of Laserfiche, a DDi Project Manager will assist in determining the scope of the Laserfiche Archive Services based on budget,file types,quantities, indexing requirements, and the file structure desired. Laserfiche Archive Services helps to ensure a successful Laserfiche implementation and a high adoption rate from the very beginning of the Laserfiche project. MCCi will scan documents using an interface that provides a wide variety of image output formats to allow for easy integration into your current records management system. These image formats include TIFF,JPEG, PDF, Laserfiche, etc. MCCi utilizes slip-sheets to determine document breaks and indexing information. The slip-sheet is created by MCCi to accommodate your organization's indexing needs. Once MCCi has received documents for scanning,the following process will occur according to the terms laid out in MCCi's pricing proposal and may vary according to services selected: • Pre-Scanning Consultation—A Pre-Scanning Consultation will be scheduled via a telephone conference after receipt of signed contract. This consultation is designed to go over the following:the signed contract and terms,folder structure, current searching methods,document naming scheme, slip-sheet customization, document preparation requirements, and document shipment and/or pick up. • Document Preparation—The process of document preparation begins with removing any materials that may prohibit the document from being fed through the scanner(i.e. Removal of documents from file folders, Removal of staples, paperclips,tape, clips,etc.) and is described as Document Preparation. Upon completion of scanning, MCCi will organize the documents into their original order as received from the Client. Documents attached together by devices,such as staples and paper clips,will not be reattached. Documents filed in folders,will not be re-inserted into those folders if MCCi uses separator sheets(all files and folders will still be kept in order). The process of reattaching devices and/or re- inserting files into folders is described as Document Re-Preparation and offered in addition to Document Preparation only if requested by the Client. • Document Organization &Indexing—Based on the scope of the project and outcome of your Pre- Scanning Consultation, MCCi will organize and index your documents. This will enable them to be searched and organized by three different methods. The first method includes organizing your documents in a tree-like folder structure, similar to Windows Explorer. This provides a visual method to store and locate your documents. The second method involves the use of electronic template cards. These templates contain unique information pertaining to that particular document. Once a template layout has been agreed upon, no changes can be made once the job has already been started. The third method includes running a process called optical character recognition (OCR),allowing for full-text indexing and searching capabilities. The OCR process converts printed words into alphanumeric characters dependent upon font and paper quality. This enables each occurrence of an OCR'd word to be searched and retrieved. Microfilm, Maps, and Handwritten documents will be searchable by keyword index only(via template card). 1CCi IFB#391322,1: Document Management Software, Hardware&Services Page 7 of 29 Em [MCCi SERVICE OFFERINGS] • Document Quality Control—MCCi performs a thorough quality control process after the job has been completed. Each scanned image is inspected for quality, legibility, and accuracy. Steps are taken to ensure each document has been captured,the quality of the scanned image is comparable to the original, and all manual indexing errors have been corrected. MCCi cannot be accountable for records not reflected in original inventory report as provided by Client. MCCi will correct only those discrepancies reported within 90 days after delivery of hard copy materials. • Document Transportation—The client is required to package all materials per MCCi's instruction prior to delivery of materials to MCCi facilities. If the client chooses to utilize MCCi's pickup and delivery service (offered in select states), pricing is based on picking up the entire project described in the scope of services in one shipment. If additional trips are required due to the Client not having all the documents ready for pick up, additional charges will be applied. If the client chooses to ship via a certified carrier,the client incurs all shipping costs. LASERFICHE WORKFLOW CONFIGURATION TRAINING MCCi's Laserfiche Workflow Configuration Training service is designed to be highly collaborative.The goal is for the client to have a trained Workflow Configuration Administrator. As a prerequisite,the client's Workflow Configuration Administrator should be a business process savvy individual with good technical skills.This is the person tasked with handling future workflow configurations, including any modifications needed to the configuration focused on during training. Client Deliverables • Provide MCCi with a mapped out/narrative of specified business process • Define each resource and activity of the business process • Define the Measurement of Success in conjunction with MCCi • Appointment of Workflow Configuration Administrator • Metadata requirements • Sample reports from functional activities involved • IT resources MCCi Deliverables • Install and configure Laserfiche Workflow with current Laserfiche system • Onsite consultation with a MCCi Project Manager - Workflow Configuration Administrator Training - Offer best practices in security to support the specified workflow process • Workflow Managed Services post onsite training - Configuration assistance for a period of time immediately following onsite training • Developer Training(Applicable to Level 2 and Level 3 training packages) • Roll-out Assistance—This is an optional service,which is provided if included in the scope of services. Note that this service will be billed separately and is billed upon completion. 14CCi IFB#391322,1: Document Management Software, Hardware&Services Page 8 of 29 [MCCi SERVICE OFFERINGS] Matrix of Workflow Training Packages: Services Provided Level 1 Level 2 Level 3 Remote Installation Included Included Included Onsite Training Days 2 3 3 Workflow Configuration Assistance Remote 30 Days Remote 45 Days Remote 60 Days Post Onsite Training Developer Training None Remote 1/2 Day Remote 1 Day Developer Assistance None Remote 15 Days Remote 30 Days Post Developer Training Roll-out Assistance(Optional)* 2 Days-Remote 2 Days-Onsite 2 Days-Onsite *Roll-out assistance is billed as a separate event and at the time of delivery. LASERFICHE WORKFLOW MANAGED SERVICES MCCi 's Workflow Managed Services package is a post-implementation service, and is designed to assist the client's Workflow Configuration Administrator with ongoing consulting and configuration needs. Workflow Managed Services are billed in advance each year, in return for a discounted rate. Workflow Managed Services may be used for the following: • Additional Workflow Set Up Consultation—MCCi continues to consult and make recommendations on best practices for modifying existing/creating new workflow configurations. • Additional Remote Training—MCCi offers additional training for the client's Workflow Configuration Administrator. This is ideal for refresher training, as well as for new personnel in the event of turnover. • Ongoing Security Consultation—Laserfiche security plays a much larger role when business processes are being automated by Laserfiche Workflow. MCCi assists the client's Security and Workflow Configuration Administrators to offer security best practices to align with workflow configurations. • Leveraging Existing System(s)—MCCi will help identify more efficient ways of utilizing the Laserfiche product suite, as well as how to leverage other systems and the related data contained therein. • Meta-Data Consultation—Various meta-data objects must be created/modified to match up with specific workflow needs. MCCi will consult and help identify meta-data needs. • Expiration &Additional Services—Managed Services is an annual package and will expire on the same date as your SAP plan. The number of hours included are not to exceed the price of the package divided by MCCi's discounted hourly rate(Managed Service hours are discounted by 10%). Pricing can be adjusted for any additional hours if needed. • Remote Access Support—Managed Services are delivered remotely. Remote Access Support allows our helpdesk staff to access your machines remotely to resolve problems faster.The use of Remote Access Support saves you both time and money by reducing the delays in resolving software issues without costly onsite visits. 14CCi IFB#391322,1: Document Management Software, Hardware&Services Page 9 of 29 EM [MCCi SERVICE OFFERINGS] BUSINESS PROCESS CONFIGURATION SERVICES Business Process Configuration Services are designed as an option for organizations that require advanced system configuration but may lack the time or expertise necessary to configure Workflow, Quickfields, or any of Laserfiche's other advanced modules. MCCi's team of expert Project Managers and System Engineers will work in concert with the client's Project Manager to build a Business Process in the client's Laserfiche environment. 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 • Availability of end users for interviews and Business Process testing • Required Laserfiche software licensing MCCi Deliverables • Install and configure Laserfiche modules that are relevant to the implementation • Consultation with a Laserfiche Project Manager • Business Process Configuration Managed Services post implementation - The scope of Managed Services will be limited to supporting the process(es) implemented through this contract • Roll-out Assistance—This is an optional service,which is provided if included in the scope of services. Note that this service will be billed separately and is billed upon completion. BUSINESS PROCESS CONFIGURATION ASSURANCE PLAN MCCi's Business Process Configuration Assurance Plan is a post-implementation service, and is designed to support and maintain the Business Process(es) implemented through this contract.The Configuration Assurance Plan covers the following services: • Maintaining configurations—MCCi will assist in updating all configurations in the event of a system upgrade, software patch or server move. • Extended support—MCCi's normal scope of support will be extended to include assisting with questions and system issues related to the configurations implemented through this contract. • Expiration &Additional Services—The Configuration Assurance Plan will expire on the same date as your SAP plan. The number of hours included are not to exceed the price of the package divided by MCCi's discounted hourly rate (Configuration Assurance Plan hours are discounted by 10%). Pricing can be adjusted for any additional hours if needed. • Remote Access Support—Configuration Assurance Plan Services are delivered remotely. Remote Access Support allows our staff to access your machines remotely to resolve problems faster.The use of Remote Access Support saves you both time and money by reducing the delays in resolving software issues without costly onsite visits. j'�j)�CCi IFB#391322,1: Document Management Software, Hardware&Services Page 10 of 29 [MCCi SERVICE OFFERINGS] LASERFICHE FORMS SERVICES 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 Statement of Work for the specific Laserfiche Forms Services quoted. Forms Training Services Provided Overview Comprehensive Training Duration Up to 5 hours Up to 2 Days Remote Remote/Onsite Forms Designer Yes Yes Process Modeler Yes Yes Workflow Configuration (For Forms Process Modeler No Yes Integration,and Filing Only) Forms Configuration (Up to 1- Level 1 Form) 0 1 Forms Configuration Services Per Form Level 1 Level 2 Level 3 Forms Design Services Up to 15 Fields Up to 30 Fields Up to 50 Fields 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 Steps Workflow Configuration (For Forms Process No Yes Yes Modeler Integration,and Filing Only) Custom Scripting(JScript or CSS)* Call for Quote Call for Quote Call for Quote *Please note: - A Laserfiche Named User is required for every user that will utilize Laserfiche Forms, unless the Forms Portal has been purchased in addition to the Forms Named User Licensing. - 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 customer prior to MCCi database lookup configuration. - Java Script and CSS Scripting(if needed)are not included, unless otherwise notated in the pricing section of the Statement of Work. 14CCi IFB#391322,1: Document Management Software, Hardware&Services Page 11 of 29 Im [MCCi SERVICE OFFERINGS] BUSINESS PROCESS ANALYSIS MCCi will work with the Client to document a current business process. By interviewing process stakeholders and documenting facts and feedback, MCCi is able to deliver a comprehensive report. This level of engagement is typically done as a needs analysis exercise prior to attempting to automate an existing business process. Client 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 that 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 MCCi Deliverables • Introductory call: Share contact information, and review scope of project • Stakeholder Interviews: Up to 2 days onsite with Business Analyst - Conduct workshops and interviews with customers - 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 customers and make revisions where necessary. • Business Process Report Delivery: Up to 1 day onsite with Business Analyst - Onsite review and presentation of finalized report • Editable copy of Business Process Report for future use RECORDS MANAGEMENT CONSULTING When moving to 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 to include designing records management plans, designing systems, identifying records eligible for destruction, assisting with legal compliance, providing training and nearly any other records and information related service requirement. LASERFICHE—SHAREPOINT INTEGRATION ASSISTANCE MCCi's Laserfiche SharePoint 2010 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 2010 implementation,along with the necessary knowledge to support the integration once the installation and configuration engagement is complete. 14C;C;i IFB#391322,1: Document Management Software, Hardware&Services Page 12 of 29 Em [MCCi SERVICE OFFERINGS] Client Deliverables • Existing and stable SharePoint 2010 solution. • Provide a dedicated point of contact with sufficient server and directory services administrative rights to facilitate the required configuration tasks. • Existing and stable Laserfiche Web Access (8.2 or later) installation. • Identify existing,or configure new SharePoint 2010 site where the Laserfiche SharePoint Integration for SharePoint 2010 Repository and/or Search Web Parts will be installed and configured. Note: If the Laserfiche SharePoint Search integration is to be configured,SharePoint 2010 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 2010. 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 2010 • Configuration of Laserfiche SharePoint Repository and Search Web Parts. • Remote training on the use and configuration of Laserfiche SharePoint Repository and Search Web Parts • 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 2010 and/or the Laserfiche SharePoint Repository and Search Web Parts, MCCi is responsible for opening the escalation case with Laserfiche Support. - 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 2010 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. 1CCi IFB#391322,1: Document Management Software, Hardware&Services Page 13 of 29 EM [SYSTEM SUPPORT] 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 MCCi assigns each account with a Regional Account Executive and an internal Account Manager Team. You will have already worked with your Account Executive in the pre-project phase and they will continue to support you. Your Account Executive will provide a local presence and contact information should local meetings be necessary. The Account Executive also assists in pre implementation processes. 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 Managers' role to insure this ongoing communication with clients. Your Account Manager will be in touch throughout the year to discuss optimal system usage and ensure client satisfaction. Items discussed may include, but are not limited to: • Identify any needs that could easily be addressed with the current system. • Provide resource for question and answer, best practices, how other customers are using the system with use of documented case studies, Listservs,support center, etc. • Provide continued education for existing and new users within the organization through the use of 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 Educational Resource Definitions • Case Studies—MCCi works with our clients to put together narrative accounts of specific usages of MCCi solutions in their organization.Specific departments, document types, integrations,etc. are noted to allow other users to learn from the information. • MCCi Listserv—MCCi has created a Listsery for specific types of system customers. A Listsery is a creative use of e-mail,which provides a means for End Users to share information on a common interest. Members are able to communicate with peers thru a single e-mail. Uses of the Listsery may include fielding requests about system usage, as well as best practices. • Support Center—This resource is a compilation of white papers, best practices, and information for system users all in one location. Through the support center, users can also submit and check the status of their support tickets. • Webinars—MCCi conducts monthly webinars on different topics promoting more efficient system usage. User webinars are also offered on more specific topics related to products, concepts, departments,etc. regarding the usage of your system. These are done through the web and are a convenient way of staying informed on the newest technologies available. • Seminars—MCCi conducts seminars on different topics to help educate new and existing end users throughout the year. They are usually located at a host site of an existing customer. These can also be offered at current client's locations to invite departments to learn more regarding their current system. • User Groups—MCCi offers annual user groups to keep end users trained on the newest versions and products. These are geared to both users and administrators of the system. Ir4CCi IFB#391322,1: Document Management Software, Hardware&Services Page 14 of 29 EM [SYSTEM SUPPORT] TECHNICAL SUPPORT 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: • 100% upgrade credit for your existing software(in the event of an upgrade) • Free software updates for your current system • 24-hour FTP and website access which includes the MCCi Online Support Center • Technical bulletins and newsletters TRAINING CENTER MCCi's Training Center provides an easy, cost-effective way to provide Laserfiche training to all users in your organization. An annual subscription allows access to our online course offering of over 200 training videos. The Training Center is home to video categories such as Laserfiche Administration, Laserfiche Client, Workflow, and Tips&Tricks.All videos use instructor descriptions from Laserfiche Certified Professionals. The Training Center provides the following 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 • 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 • Increased user productivity MANAGED SERVICES MCCi Managed Services are strongly encouraged to be included with every support renewal and provide the client with a discounted hourly rate by purchasing an advanced block of services per year based on the products purchased. Managed Services can be used for the following professional services: • Additional Training—additional training,via web conferencing, can be conducted to train new users on the use of the system or as refresher training for existing users. • Additional System Set Up Consultation—MCCi offers additional consultation that includes recommendations on best practices for adding additional departments, additional types of document etc.to your current system. • Remote Implementation of Software Updates—While the standard SAP plan covers free updates for software, implementation of those updates is sometimes overlooked. With the addition of our Managed Services, MCCi is at your service to directly assist in 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. Ii--�JCCi IFB#391322,1: Document Management Software, Hardware&Services Page 15 of 29 [SYSTEM SUPPORT] • Annual System Review&Analysis—Upon request, MCCi will access your system to review and analyze how your organization is using the system, identify discovered potential problem areas and make recommendations for better use of the system. This analysis is designed to be implemented 6 months after the initial Software installation, and should be performed annually after that date.This is an optional service that will be completed only if requested by the Client. • Remote Access Support—Remote Access Support allows our helpdesk staff to access your machines remotely to resolve problems faster.The use of Remote Access Support saves you both time and money by reducing the delays in resolving software issues without costly onsite visits. • Laserfiche Certifications—First priority offering of complimentary Laserfiche certifications on an as available basis. • Laserfiche Conference Registration—First priority offering of complimentary Laserfiche Annual Conference registration on an as available basis. • Expiration &Additional Services—MCCi Managed Services is an annual package and will expire on the same date as your SAP plan. 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 6:00 p.m. EST. Clients can designate several individuals who are to be the technical support contacts.Those individuals may contact MCCi at any time for technical support.There is no limit on the number of technical support calls that can be made. Adjustments in annual support rates may be made to coincide with current U.S. inflation rates. SOFTWARE WARRANTY The initial copy of the program that we deliver will be free of any defects. It will not install if there are any. Our guaranty is for 90 days. However, should a defect be in an original disc that has not yet been installed after that period we would still replace it SOFTWARE RELEASES AND UPDATES Laserfiche Support covers the cost of any updates and new software releases. As long as the support is current,the new version will be free. The only cost to the client is any additional installation or training time needed from MCCi. Point releases are offered 2-3 times per year and once every 1-3 years for major version releases. If the client wants to upgrade to a different server license,they will receive credit for what they originally purchased toward the cost of the new software. I-4(rGi IFB#391322,1: Document Management Software, Hardware&Services Page 16 of 29 [MCCi PRODUCT OFFERINGS] LASERFICHE AVANTE Laserfiche Avante solution is a named user model and starts out with a feature rich system that is based on the number of people who will be using the system. It is designed for small to mid-size organizations and helps you capture, manage, distribute, and work with information in diverse working environments. Avante comes with Laserfiche Workflow and allows your organization to move beyond simple document routing to automate everyday tasks,optimize business processes,and share information with a wide variety of applications. Avante systems allow you to choose from multiple database platforms and incrementally expand the system with records management edition and other plug-ins such as Auditing,Web Access, Digital Signatures, and Batch Processing. The Laserfiche Avante pricing structure makes it simple and affordable to add new features and functionality to your Laserfiche system as your needs change. LASERFICHE RIO MCCi recommends the Laserfiche RIO solution for Enterprise clients that have a large volume of users, as well as the need for test environments and multiple servers/repositories. RIO and each RIO license comes coupled with Workflow, Web Access, Mobile Access,Snapshot, Email, Digital Signatures, and Advanced Audit Trail. This licensing structure makes it much easier on IT administration, especially when dealing with a large user base. In addition, RIO supports an unlimited number of application servers, as well as repositories, making it well suited for expansion and testing needs. RIO can connect either to MSSQL or Oracle for the backend database, and of course many of the same optional Laserfiche modules such as the Records Management, Batch Processing and Weblink Public Portal licenses are available with RIO. Feature 'Avante Rio — �C�omm?ents Database (SQL Express,SQL, 3 I iSQL,Oracle Options Oracle _ Retrieval Concurrent (Public Portal(Weblink) Public Portal(Weblink) Users Includes Workflow, Email and Snapshot for Avante; Includes Full Named Users iUnlimited 125—Unlimited Workflow, Email,Snapshot,Web � Access and Advanced Audit Trail 1 for Rio. Includes Email capability. Retrieval Named Users in/a 1200—Unlimited Minimum of 200 must be purchased. Application 11 :Unlimited Servers User License _ �w 'Named Model Avante: Up to 14 additional (for a total of 15) Repositories can be ,added at an additional cost. j Up 15 per Application RIO: Each Application Server can Repositories ;I I ;Server have up to 15 Repositories attached. RIO allows for an unlimited number of Application I Servers. 1-4CCi IFB#391322,1: Document Management Software, Hardware&Services Page 17 of 29 [MCCi PRODUCT OFFERINGS] Workflow ;Included Included Snapshot ilncluded !included .Email !included =included WebAccess i _ (Thin client !Add-on option ilncluded access for named users) j 3 Mobile Access jRequiresWebAccess Included Digital Add-on option jlncluded } Signatures E !Add-on option (Options 1 Includes Advanced Audit Trail for Starter,Standard, Audit Trail I ,Advanced) lAvante Public Portal: The 5 concurrent license model only allows for one security profile to be set. :Unlimited versions are licensed [Weblink Public Portal 1Weblink Public Portal per Laserfiche application server, ;license package options €license package Public Portal 1(5,10, 25,50, Unlimited `options(50, Unlimited land per processor. The licensed (Weblink) !Single Processor, Single Processor, inumber of processors must be Options 'Unlimited Dual !Unlimited Dual [equal to or greater than the !Processor, Unlimited !Processor, Unlimited number of processors(CPUs)on ; I ,the correlating Laserfiche !Multi Processor) !Multi Processor) ! i application server. Note: Additional copies of the !Unlimited Public Portal are needed if there is a need to i 'connect the Public Portal to more E i'than 1 Application Server. 1 Upgrade Path IRio n/a ...Laserfiche Versions ,Lf 8.1 and later !Lf 8.0.1 and later i Web Admin Included ilncluded Console Loserf Forms the Add-on option Add-on option 1 E 1-4C Ci IFB#391322,1: Document Management Software, Hardware&Services Page 18 of 29 ME [MCCi PRODUCT OFFERINGS] LASERFICHE PLUG-INS Laserfiche Plug-Ins, Utilities, and Tools MCCi can provide additional Laserfiche Plug-ins Utilities, &Tools software. Laserfiche offers a selection of modules and development tools designed to let you tailor Laserfiche to meet your needs. Certain Plug-Ins may be bundled differently based on the Laserfiche platform. Please refer to the pricing page/statement of work to determine which modules have been proposed. Capture Modules Laserfiche ScanConnectTM:allows ISIS scanning.A collection of ISIS scanner drivers is included with Laserfiche ScanConnect.These drivers allow images to be scanned through supported scanners. ScanConnect 7.x is can be purchased as an add-on to both Laserfiche scanning and Quick Fields. Laserfiche SnapshotTM: Laserfiche Snapshot is included with both Avante and RIO Full Named User Licenses, and can generate images and text from an electronic file (e.g. a Word document,a web page, a text editor, etc.).The files generated by Laserfiche Snapshot capture the content of the electronic file at the time that it was processed. In other words,they represent an accurate portrayal of an electronic file at a given point in time.The images and text created from an electronic file are then stored in a Laserfiche repository.As you can see, Laserfiche Snapshot can be used as a tool to archive a particular version of an electronic file. Laserfiche Snapshot can process any electronic file that can be opened with a Windows application that has printing capabilities. This feature is automatically included with every Full User purchase. Laserfiche Import Agent: Laserfiche Import Agent is a capture tool that can bring files into a Laserfiche repository from the Windows file system. Any file that can be stored in Laserfiche can also be imported via Import Agent. What's more, Import Agent allows for scheduled and selective imports,so that users can set up specific criteria for what gets imported when. OCR Scheduler for Laserfiche: MCCi developed this tool. It provides a simple and effective way to mass OCR documents in Laserfiche. It allows administrators to configure multiple OCR sessions. Sessions are created based on selecting folders within a specific Laserfiche Repository and scheduling the time to begin the OCR process. Benefits: • Efficiency: Clients can schedule the tool to perform the OCR function, rather than tie up machines during the normal working rhythm. • Support/Search Content: Leaving the responsibility in users' hands to conduct OCR can lead to incomplete processing. The tool provides assurance that everything in need of OCR is being addressed without end user interaction. "QuickFields"(QF) Batch Processing Tools: Quickfields is a suite of Batch Processing utilities created by Laserfiche. Avante and RIO bundle each of these features differently,which is reflected in the Statement of Work/Pricing section: • Laserfiche°Quick Fields"automatically captures useful information from paper and electronic documents and organizes it for fast retrieval. Quick Fields transforms data capture from a costly and labor-intensive operation into an efficient process by collecting precise pieces of information from the masses of unstructured data flowing into your organization. Quick Fields improves the speed and accuracy of data capture while giving authorized staff instant access to the information they need to work effectively. 14CCi IFB#391322,1: Document Management Software, Hardware&Services Page 19 of 29 [MCCi PRODUCT OFFERINGS] • QF Bar Code Validation Package:The Bar Code add-on reads bar codes on a specified page in the document.The value returned by the bar code process can be used to identify a page, populate a field, determine the document name, or determine where the document will be stored. 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: Images that contain clearly printed or typed information can be converted to text files through a process called OCR(Optical Character Recognition). Once text has been extracted from an image, it can be sent along with the image to the repository. Once the document has been imported into the repository,the extracted text will be associated with the corresponding image in the document. The International Zone OCR add-on will scan a zone on an image for text. Only text found within the zone will be extracted.The data returned by this process can be used to identify a page, populate a field, determine the document name, or determine where the document will be stored. The International Zone OCR add-on can be installed when Quick Fields is first installed or after it has already been installed. • 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 deal with multiple forms, and will recognize and process multiple document types. • QF Auto Stamp/Redaction/Bates Numbering:The Bates stamp option is a document auto-numbering annotation option • QF Optical Mark Recognition:detects handwritten information, including marks on surveys,tests and ballots. • QFAgent:enables administrators to schedule forms processing around the clock and run Quick Fields sessions without operator intervention, reducing labor costs and optimizing business processes. • QF Forms Identification:automatically recognizes the form or 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 script editor,which allows developers to write C#and VB.Net Scripts,and insert the scripts into a Quickfields Session. Distribution Modules • Laserfiche Public Portal -WebLink F"': The WebLink module publishes select documents in a Laserfiche repository to an intranet or the Internet in read-only form. Documents can be made available through the Web almost instantly,and users need only an Internet browser in order to access them. Built on ASP .NET,WebLink can be customized to match the look and feel of an organization's Internet or intranet site. • Laserfiche WebAccess: Laserfiche Web Access is a Web browser-based thin client offering virtually all of the document management capabilities of the standard Laserfiche interface. Web Access allows your IT staff to roll out high-volume Laserfiche access without increasing your organization's application support burden.Authorized users organization-wide enjoy simultaneous access to documents,whether they are using the corporate intranet or logging in from a branch office. i`�JCCi IFB#391322,1: Document Management Software, Hardware&Services Page 20 of 29 [MCCi PRODUCT OFFERINGS] o Laserfiche Mobile Access Options: Laserfiche Web Access is required for any/all mobile access options. Web Access Light& Laserfiche Mobile are both options for providing mobile access to your Laserfiche solution: ■ Web Access Light: Designed for Blackberry, Chrome, Opera and Safari mobile browsers,offers a lightweight Web interface for popular mobile devices, enabling users to search and retrieve documents, as well as approve documents and participate in workflow automation processes,while away from their desktop computers. ■ The Laserfiche Mobile iPhone app takes advantage of the iPhone's touch screen, gesture recognition and high resolution interface to provide users with an immersive experience. Features include: • Create and upload new content with the iPhone camera. • Automatically crop,straighten and enhance captured information,with full text recognition. • Copy, move, rename, download, e-mail, print or delete content. • Browse for documents in a folder structure or search the entire repository • Participate in workflow automation processes by accessing metadata fields. ■ The Laserfiche Mobile iPad app gives employees the ability to securely view and update content from wherever they are. Features include: • Provides secure access to documents and metadata • Enables users to create and upload new documents • Participate in Workflows on the go • Laserfiche Plus' Laserfiche Plus allows the information stored in a Laserfiche repository to be portable. Laserfiche documents published by Laserfiche Plus can be viewed by anybody, regardless of whether they have Laserfiche installed. If these portable Laserfiche documents are sent to a company or site that already has Laserfiche installed,then that organization can also choose to attach those documents to their repository. 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. • Laserfiche E-Mail Plug-inTm allows instant electronic document distribution via standard MAPI-compliant e-mail applications. This feature is automatically included in every Full User and Retrieval User license purchase. Workflow Process Automation, Collaboration, and Tracking • Laserfiche Workflow: Efficiency and accountability-enhancing document routing,e-mail notification and audit trail reporting. • Laserfiche Digital Signatures: Laserfiche allows users to sign briefcases when exporting as well as documents stored in Laserfiche.These are two separate applications of digital signatures. Signing a briefcase file embeds the signature in the file along with the certificate associated with the signing key. The full certificate chain is embedded.This allows users to prove who created the briefcase and that the briefcase was not tampered with. Digitally signed briefcases may, but do not necessarily contain digitally signed documents. Digital signatures can be applied to documents stored in Laserfiche.The digital signatures are stored as metadata and are preserved when exporting a document in a volume or briefcase(whether or not the briefcase was itself signed). Users can digitally sign a document in the Laserfiche Client or Web Access to indicate their approval. Documents can also be countersigned by another user,which indicates approval of the document �CCi IFB#391322,1: Document Management Software, Hardware&Services Page 21 of 29 .._„ Em [MCCi PRODUCT OFFERINGS] and the existing signature. Multiple signatures and countersignatures can be applied to a single document. - Digital signatures are validated with signing certificates on the server and the repository,which verifies that a signature on a document is trustworthy.A signature becomes invalid if the certificate is expired or if a document has been modified since the signature was applied. Signature certificates are managed through the Laserfiche Administration Console or Web Administration Console. As a pre-requisite,the organization must have Digital Certificates set-up on the network, prior to implementing Laserfiche Digital Signatures. • Laserfiche Audit Trail Modules:Three levels of audit reporting to address your specific regulatory compliance and security needs. • The 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. • The Standard Edition builds on the Starter Edition by tracking additional security-and access-related events.This edition can also track unsuccessful attempts to perform an action,such as failed attempts to access or print documents. • The Advanced Edition meets the needs of organizations in the most highly regulated environments. It includes all the functionality of the other two editions, and also tracks many more events including password changes,the creation or modification of users and groups, and changes to repository-wide settings. It can also track all the searches users perform, require users to enter reasons for performing certain actions,and automatically add watermarks to printed documents. Electronic Forms • Laserfiche Forms allows organizations to create Web forms for collection and processing information electronically. • 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. - Apply preset or custom themes, including page logo, colors, buttons,fonts,and more. - Configure form elements to dynamically be displayed or hidden depending on user inputs or to be populated with data from external data sources. - Automate business processes for form data to follow, such as decision-making, emailing, or approvals. - Create custom form layouts and dynamic behaviors 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: - 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 login to forms system, public URL,secure URL,or embedded into a Web page. • Submitted data can be exported for further analysis or distribution. • Submitted forms can be utilized to initiate an email notification or start a workflow rule within Laserfiche. j fcci IFB#391322,1: Document Management Software, Hardware&Services Page 22 of 29 [MCCi PRODUCT OFFERINGS] Laserfiche Integration Plug-Ins • LF Integrator's Toolkit: Provides the tools&documentation necessary for customizing Laserfiche, and integrating Laserfiche with other applications. • Third Party Integration Plug-Ins: - DatallowAffinity Integration—Datallow Affinity brings the power of Laserfiche document management to the applications you use most. Document searches can be reduced to a single click of a button. New documents can be added to your Laserfiche repository without manually entering template field values,file names, or folder locations.Affinity truly makes Laserfiche feel like part of your business software. - RatchetX Integration—RatchetX is a configurable and robust middleware integration tool for Laserfiche. With a single click of a button, new documents can be added to Laserfiche from another application,and users can search Laserfiche directly from the applications they use most. RatchetX is unique in regards to the robust toolset it provides for accessing data from other applications (even the toughest proprietary systems),for use configuring the most common ECM integrations: Indexing, importing/scanning,and executing search queries. In addition, RatchetX provides the capability to create custom integration activities,such as populating a record in another system from the data extracted during the intake process in Laserfiche,or looking up a record in another system from the Laserfiche interface itself(Bi- directional Integration). - LF Integrator GP—LF Integrator empowers Great Plains users to scan,search and link supporting documents in Laserfiche document management applications directly from the Great Plains menu bar. Link the document and workflow management power of Laserfiche with your current Great Plains implementation. - LF Integrator AutoCAD—LF Integrator for AutoCAD allows you to store AutoCAD drawing files or associated documents in Laserfiche, including embedded cross reference files,directly from the AutoCAD menu. Launch Laserfiche scan or search modules using the drawing file for template or search criteria,or create a Laserfiche document template using the fields from any AutoCAD drawing title block with a single click. - GeoDocs:GeoDocs'"is a web-based software that seamlessly integrates ESRI ArcIMS (soon to be ArcGIS Server)and Laserfiche. Utilizing robust search capabilities, users of GeoDocs can access digital documents stored in a Laserfiche repository from within the web-based GIS program and vice versa, access spatial information stored in a GIS from within the Laserfiche web client. - ImageSign for Laserfiche—ImageSign for Laserfiche allows you to digitally sign documents inside of Laserfiche securely. There are also options for utilizing external signature pads to allow customers &external users to electronically sign documents. *Created&supported by MCCi only. 14CCi IFB#391322,1: Document Management Software, Hardware&Services Page 23 of 29 Imm [HARDWARE REQUIREMENTS] MCO 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. See system requirements below. Please keep in mind that these are the minimum system requirements,and should be considered independently rather than collectively. Additionally, overhead for virtualization has not been factored in to these requirements. Scanning Station PC Windows 8(32 or 64),Windows 7(32 or 64),Windows Vista,Windows XP Professional OS (Service Pack 3 or later) CPU 2.8 GHz processor or faster Memory 2 GB RAM or more Communications TCP/IP Web browser Internet Explorer 6.0 or higher Client Windows 8(32 or 64),Windows 7(32 or 64),Windows Vista,Windows XP Professional OS (Service Pack 3 or later) CPU 1 GHz Processor or better,Performing OCR:Dual Core 2.8 GHz or faster processor Memory 1 GB RAM or more,Performing OCR:2 GB RAM Communications TCP/IP Web browser Internet Explorer 6.0 or higher Batch Processing Quick Fields Machine Windows 8(32 or 64),Windows 7(32 or 64),Windows Vista,Windows XP Professional OS (Service Pack 3 or later) CPU 2.8 GHz Processor or better,Performing OCR:Dual Core 2.8 GHz or faster processor Memory 4 GB RAM or more Communications TCP/IP High Volume Recommendation Windows 7 x64 with 8 GB RAM,Intel Core 2 Duo Processors 3.33GHz Laserfiche Application Server OS Windows Server 2012,Windows 2008 R2,Windows Server 2003(Service Pack 1 or later) CPU Quad-Core Processor,2.5 GHz Processor or better Memory 4-8GBRAM Communications TCP/IP Image/File Server Storage Typical usage factoring is 18,000 black/white standard size images per GB. Clients typically use a Network Attached Storage(NAS), Storage Area Network(SAN),or a Local Storage Device. 14C- C j IFB#391322,1: Document Management Software, Hardware&Services Page 24 of 29 :,..._ [HARDWARE REQUIREMENTS] Database Management System SQL Server 2012,SQL Server 2008 R2 Standard,Microsoft SQL Server 2005(Service Pack 3 or later),Oracle 9i Release 2(9.2.0.8+),Oracle 10g(10.2.0.4+),Oracle 11g (11.1.0.6+). For MSSQL,MCCi recommends storing the MDF and LDF on different drives. Growth of MDF to 10%-15%and Log to S%to 10%of cumulative Laserfiche Avante SQL or Rio SQL Volume size is anticipated. Avante SQL Express Microsoft SQL Server 2008 Express Edition *Note:Oracle or Microsoft SQL Server must be purchased separately.You must additionally purchase enough licensing for your DBMS to support your Laserfiche installation. Laserfiche Workflow Server OS Windows Server 2012,Windows 2008 R2,Windows Server 2003(Service Pack 2 or later) CPU 4 Core Processor,2 GHz Processor or better Memory 4 GB RAM Communications TCP/IP Laserfiche Audit Trail Server Windows Server 2012,Windows 2008 R2,Windows Server 2003(Service Pack 2 or OS later),IIS 6 or 7 CPU Dual Core Processor,2 GHz Processor or better Memory 2-4GBRAM Communications TCP/IP Local Storage C:\Drive with 40GB or greater available Web Module Server(s) Required if Installing"Web Access"or Public Portal- Weblink" Windows Server 2012 with IIS 81 Windows Server 2008 R2 with IIS 7,Windows Server OS 2003 with IIS 6 CPU Dual Core 2.8 GHz or faster processor Memory 2 GB RAM or more Web Browser(minimum versions): Laserfiche Web products operate most efficiently when using Internet Explorer 9. Other supported browsers are Firefox,Safari and Viewer Chrome Clients are responsible for any additional security protocol setup/associated fees that are required to provide internal/external web access. An example would be setting up "Kerberos"for thin client active directory authentication,or setting up VPN access to allow Laserfiche's iPad/iPhone applications to connect through the Web Access Note server. 1 CCi IFB#391322,1: Document Management Software, Hardware&Services Page 25 of 29 [HARDWARE REQUIREMENTS] Laserfiche Public Portal—Weblink Per Processor(Unlimited)licensing specifics: The Public Portal License allows unlimited connections per processor,however a large number of connections may affect the Laserfiche application server performance(one processor can handle roughly 100 to 150 concurrent retrieval connections). The client must have one Public Portal License for each Laserfiche application server they desire to connect to,and the Public Portal license must be licensed by the appropriate number of processors,which is required to match or exceed the CPUs/processors on the Laserfiche application server that the Public Portal will connect to. For example,the client must have a dual-processor or multiprocessor Public Portal license in order to connect to a Laserfiche Application Server that has two or more processors.Public Portal View Only Licenses may only be used with Weblink;they are not available for other applications. OCR Scheduler for Laserfiche OS Windows Operation Systems:32&64 bit Requirements Laserfiche Version 8 Server(runs as a service),Laserfiche Version 8 Client. Recommendation 1 dedicated LF Named User license Note Does not support OCR for Electronic Documents Scanners Must use ISIS drivers to be compatible with Laserfiche ScanConnect software.Scanner compatibility should be confirmed by referencing the most up to date Laserfiche published supported scanner list at: http://la serfiche.com/static/Resources/scanlist.htm1. Laserfiche Forms Laserfiche Server Version 8.3.2 or higher,Avante or Rio licensing model Windows Server 2008 or Windows 7 with IIS 7 or 7.5,Windows Server 2012 or Windows 8 Web Server with IIS 8 CPU 2.9 GHz or faster processor Memory 8 GB RAM or more Database Server Microsoft SQL Server 2008,2008 R2,and 2012 Laserfiche Forms can be viewed in Chrome,Firefox 3.5 and higher,Internet Explorer 7 and higher,Opera,and Safari (Mac only). It also supports mobile browsing from iPad 2 and higher. For best results we recommend using Internet Explorer 9 or higher,Firefox 12 or Client higher,or Chrome 6 or higher Forms Portal allows for connection to one application server and one repository.Internet Note Explorer 7 users should install Microsoft security update 947864(MS08-024) j* (�;Ci IFB#391322,1: Document Management Software, Hardware&Services Page 26 of 29 [RESPONSE TO ATTACHMENT A— BID PRICE SHEET] MCCi Answer Completed attachment and corresponding product and service discount sheets enclosed. 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These applications are licensed for the entire system;the price is based on the total Named Full Users. Software LSAP Product Description Code Retail Retail Notes Premium Basic Auditing tools Laserfiche Starter Audit Trail MATS to all named 4 Laserfiche Standard Audit Trail MATM 15%add-on to all named users Laserfiche Advanced Audit Trail with Watermark MATX 20%add-on to all named users Web Tools Laserfiche Web Access MWAX 20%add-on to all named users Digital Signatures Laserfiche Digital Signatures I MDGSG Ito all named Forms Tools Laserfiche Forms MFRM Z Allows form creation and submission as well as the ability to 0 10%add-on to all named users participate in routing for all licensed users. Laserfiche Forms Portal Add-on MPFRM $7,995 $2,400 $1,600 $ Allows form submission from unlicensed(public)users. Desktop-Based Products These applications are licensed per desktop;you will need one copy of the software for each computer on which it will be installed. Software LSAP Product Description Code Retail Retail Notes Premium Basic Image Capture Tools Laserfiche Import Agent MCA01 $1,495 $449 $390 Laserfiche Quick Fields MCQ01 $595 $179 $120 Laserfiche Quick Fields Agent MCQ14 $9,995 $3,000 $2,000 Laserfiche Quick Fields Scripting Kit MCQ18 $595 $179 $120 Laserfiche Auto Stamp/Redaction/Bates Num. MCQ06 $495 $149 $100 Laserfiche Document Classification MCQ09 $4,995 $1,499 $1,000 Laserfiche Forms Alignment MCQ10 $2,495 $749 $500 Laserfiche Optical Mark Recognition MCQ11 $2,495 $749 $500 Laserfiche Forms Identification MCQ15 $2,495 $749 $500 Laserfiche Forms Extractor MCQ16 $2,495 $749 $500 Laserfiche Forms Combo MCQC1 $9,995 $2,999 $2,000 Includes Zone OCR and Validation,Document Classification,OMR, Forms Alignment,Form Extractor,Forms Identification. Laserfiche Zone OCR and Validation Package MCQC3 $2,795 $839 $560 Laserfiche Barcode and Validation Package MCQC4 $1,695 $509 $340 Laserfiche Real Time Look Up and Validation Package MCQCS $595 $179 $120 Laserfiche ScanConnect MCS01 $165 $50 $33 Laserfiche ScanConnect 5 Pack MCS05 $660 $199 $132 Laserfiche ScanConnect 10 Pack MCS10 $915 $275 $183 Digital Archiving and Publishing Tools Laserfiche Plus Plug-in MPL01 $3,795 $1,898 $1,590 Standalone Products Laserfiche Desktop MSS10 $595 $290 $190 J2 Laserfiche Notebook(No scanning and OCR) MSS20 $895 $390 $290 Laserfiche Executive MSS40 $2,495 $990 $690 Products These applications are installed on a server and are available to some or all users client-side. You must buy one copy of the software for each server on which you wish to install it. Software LSAP Product Description Code Retail Retail Notes Premium Basic Web Portals and Distribution Tools Laserfiche Starter Public Portal MPP1 $15,000 $4,500 $3,000 Laserfiche Standard Public Portal MPPS $25,000 $7,500 $5,000 Laserfiche Midsized Public Portal MPPM $35,000 $10,500 $7,000 Laserfiche Unlimited Public Portal MPPX $45,000 $13,500 $9,000 Unlimited retrieval connections per processor Laserfiche Unlimited Public Portal for dual processor machine MPPX2 $50,000 $15,000 $10,000 Laserfiche Web Distribution Portal MPD $7,995 $2,400 $1,600 IZ Agenda Management Laserfiche Agenda Manager(includes 5 Meeting Types) MMG05 $15,000 $4,500 $3,000 Laserfiche Agenda Processor(includes 1 Meeting Type) MMG01 $5,000 $1,500 $1,000 Laserfiche Agenda Manager Additional Meeting Type MMM01 $1,000 $300 $200 Integration tools Laserfiche SDK MTKN $2,500 $1,000 $750 ]� Laserfiche Integration Express for HTE MTKH $2,495 $750 $500 ProductsThird Party These products are complementary to the Laserfiche Avante product line. Software LSAP Product Description Code Retail Retail Notes Premium Basic CRM integration Junxure Integration MTKJLB $300 Laserfiche eCopy Connector LF Connector MTKCON $1,495 $299 _jg LF Connector 5 Pack MTKCONS $5,975 $1,195 ProductsDiscontinued Existing customers who prefer to remain using the discontinued products can purchase annual LSAP for support and updates.No new orders can be placed for these discontinued products. Software LSAP Product Description Code Retail Retail Notes Premium Basic Laserfiche Zone OCR MCQ03 $749 $500 Laserfiche Barcode MCQ04 $449 $300 Laserfiche Real-Time Look Up MCQ05 $149 $100 Laserfiche Pattern Matching MCQ12 $149 $100 Laserfiche Integration Express MTKX $749 $499 Pricing Notes 1.There is no maximum user or page limitation for the Laserfich Avante Servers.Laserfiche Avante Servers require Laserfiche version 8.1 or later. All Laserfiche Avante Servers include Workflow and one repository. 2.Records Management Edition requires purchasing Advanced Audit Trail for all named users.Laserfiche Records Management Edition is DoD 5015.2 Certified. For our certified system configuration,please visit http://jitc.fhu.disa.mil/cgi/rma/reg.aspx 3.Named users include Snapshot and Email. 4.Percentage add-on products are calculated based on the total price of named users using these equations: N=#of named user;P=%of the add-on;Add-on software price=$500 x N x P,Basic LSAP=software x 20%=($500 x N x P)x 20% Example of 10 users with Starter Audit Trail(MATS):N=10,P=10% MATS software price=$500 x 10 x 10%= $500 MATSB Basic LSAP price=$500 MATS x 20%_$100 MATSP Premium LSAP price=$500 MATS x 30%_$150 5.Example of 10 users with Web Access(MWAX):N=10,P=20% MWAX software price=$500 x 10 x 20%_ $1000 MWAXB Basic LSAP price=$1000 MWAX x 20%_$200 MWAXP Premium LSAP price=$1000 MWAX x 30%_$300 6.Laserfiche Digital Signatures requires Laserfiche 8.3 or later. 7.Laserfiche Forms is sold per Laserfiche Full named user and must be licensed across the entire system. 8.Laserfiche Forms Portal Add-on requires the purchase of Laserfiche Forms. 9.Laserfiche Auto Stamp/Redaction/Bates Num.was previously named Laserfiche Annotation/Bates Numbering 10.Laserfiche Forms Alignment was previously named Laserfiche Forms Registration 11.No credit will be given for components of MCQC1 when MCQC1 is purchased.Includes Zone OCR and Validation,Document Classification,Forms Alignment,OMR,Forms Identification,Form Extractor. 12.Laserfiche Desktop is limited to 1 full user,1 volume and 1 repository with 16,000 pages. 13.Starter Public Portal includes Laserfiche WebLink and 10 WebLink-only retrieval connections. 14.Standard Public Portal includes Laserfiche WebLink and 25 WebLink-only retrieval connections. 15.Midsized Public Portal includes Laserfiche WebLink and 50 WebLink-only retrieval connections. 16.Unlimited Public Portal includes Laserfiche WebLink and unlimited retrieval connections per processor. Public Portal licenses provide read-only access only through Laserfiche WebLink.Any physical server or virtual machine using Public Portal licenses must have a number of licenses equal to the number of processors on the Laserfiche Server. 17.Web Distribution Portal includes Laserfiche WebLink and 5 WebLink-only retrieval connections.It is restricted to one security profile, meaning all users will log in with the same anonymous access. 18.Laserfiche SDK orders must have company authorization before shipment of product.Previously named"Laserfiche Toolkit". 19.eCopy Connector does not require a dedicated named user license;however,it is preferred to minimize potential issues. Laserfiche Rio Product Description Code List Price QTY DISC. List LSAP (Each) Premium Basic Laserfiche Rio Pilot Named Full Users 25 users ENFPL25 $900 0% $243 $180 50 users ENFPL50 $833 7% $225 $167 Laserfiche Rio Named Full Users(1)(2) 100 users ENFO1 $700 0% $189 $140 200 users ENF02 $600 14% $162 $120 500 users ENF05 $500 29% $135 $100 1,000 users ENF10 $400 43% $108 $80 1,500 users ENF15 $350 50% $95 $70 2,000 users ENF20 $300 57% $81 $60 3,000 users ENF30 $260 63% $70 $52 4,000 users ENF40 $230 67% $62 $46 5,000 users ENF50 $200 71% $54 $40 6,000 users ENF60 $190 73% $51 $38 7,000 users ENF70 $180 74% $49 $36 8,000 users ENF80 $170 76% $46 $34 9,000 users ENF90 $160 77% $43 $32 10,000 users ENF100 $150 79% $41 $30 20,000 users ENF200 $135 81% $36 $27 30,000 users ENF300 $120 83% $32 $24 40,000 users ENF400 $110 84% $30 $22 50,000 users ENF500 $100 86% $27 $20 200 users ENR2 $200 0% $54 $40 Laserfiche Rio Named Retrieval Users(3) 1,000 users ENR10 $100 0% $27 $20 10,000 users ENR100 $38 62% $10 $8 20,000 users ENR200 $34 66% $9 $7 50,000 users ENR500 $25 75% $7 $5 Laserfiche Pilot Public Portal license PPM25 $25,000 $6,750 $5,000 Includes Laserfiche WebLink and 25 WebLink-only retrieval connections Laserfiche Public Portal license PPX $45,000 $12,150 $9,000 Includes Laserfiche WebLink and unlimited WebLink-only retrieval connections per processor (4) Laserfiche Public Portal license for dual processor machine PPX2 1 $50,000 1 1 $13,500 $10,000 Laserfiche Public Portal license for multiprocessor machine PPMX 1 $75,000 $20,250 $15,000 Percentage Add-Ons Laserfiche Records Management Edition(5) ERM 10%add-on to all named full and retrieval users Laserfiche Oracle Server Support EOS 10%add-on to all named full and retrieval users Laserfiche Forms EFRM Allows form creation and submission as well as the ability to participate in 10%add-on to all named full users routing for all licensed users. Laserfiche Forms Portal Add-on EPFRM $7,995 $2,159 $1,599 Allows form submission from unlicensed(public)users. (6) Laserfiche Forms Enterprise Portal Add-on(7) EPXFRM $24,000 $6,480 $4,800 Allows anonymous form submission from unlicensed(public)users. Unlimited installations Desktop-Based Add-Ons These applications are licensed per desktop;you will need one copy of the software for each computer on which it will be installed. Product Description Code List Price List LSAP (Each) Premium Basic Capture Tools Laserfiche Quick Fields QC5 $595 $160 $120 Laserfiche Quick Fields Basic QC4 $2,500 $675 $500 Quick Fields and Validation packages for Bar Code and Real-Time Lookup Laserfiche Quick Fields Core QC1 $5,000 $1,350 $1,000 Quick Fields,Quick Fields Scripting Kit and Validation packages for Bar Code, Real-Time Lookup and Zone OCR Laserfiche Quick Fields Classify QC2 $7,500 $2,025 $1,500 Quick Fields Core package plus Document Classification Laserfiche Quick Fields Context QC3 $10,000 $2,700 $2,000 Quick Fields Core package plus Forms Alignment,Forms Identification, Forms Extractor,Optical Mark Recognition and Auto Stamp/Redaction/Bates Num. Laserfiche Quick Fields Complete(All of the above) QCX $15,000 $4,050 $3,000 Laserfiche Quick Fields Agent QFA $10,000 $2,700 $2,000 Laserfiche Auto Stamp/Redaction/Bates Num.(upgrades only) QC6 $500 $135 $100 Laserfiche Document Classification(upgrades only) QC9 $5,000 $1,350 $1,000 Laserfiche Import Agent IA 1 $1,500 $405 $300 Laserfiche ScanConnect SCOT $165 $45 $33 Laserfiche ScanConnect 5-pack SC05 $660 $178 $132 Laserfiche ScanConnect10-pack SC10 $915 $247 $183 Digital Archiving and Publishing Laserfiche Plus for Digital Archiving(up to 5 seats,internal business use only PLUSI $10,000 $2,700 $2,000 Laserfiche Plus for Publishing(royalty-free distribution of published media (4 PLUS2 $3,800 $1,900 $1,600 Server-Based Add-Ons These applications are installed on a server and available to some or all users client-side.You must buy one copy of the software for each server on which you wish to install it. Product Description Code List Price List LSAP (Each) Premium Basic Agenda Manager Laserfiche Enterprise Agenda Manager(10 Meeting Types) EAM $25,000 $6,750 $5,000 Laserfiche Enterprise Agenda Manager(50 Meeting Types) EAM50 $35,000 $9,450 $7,000 Integration Tools Laserfiche SDK TK $2,500 $1,000 $750 Third Party Products These Product Description Code List Price List LSAP (Each) Premium Basic Laserfiche eCopy Connector LF Connector ETKCON $1,495 $299 LF Connector 5 Pack ETKCONS $5,975 $1,195 Pricing Notes NOTE: A minimum of one year LSAP must be purchased with each new system.When new users or software are added to the system,LSAP should be adjusted so that all components of the system have the same renewal date. NOTE: Volume discounts for additional users are based on the total size of the system.Thus someone adding 200 users to a 300-user system would receive the 500-user discount on the new purchase. Users must have current LSAP to take advantage of volume discounts. NOTE: "Premium"LSAP provides a higher level of service as defined in Laserfiche service agreements. NOTE: Quantity discounts for Laserfiche Rio Pilot named full users licenses and Laserfiche Rio full named user licenses are calculated (1) Named User pricing includes the following features: Unlimited Laserfiche Servers Workflow Web Access(including Lf Mobile,Web Access Light and the SharePoint integration) Advanced Audit Trail with Watermark feature Web Administration Console*requires Server 8.3 or later Digital Signatures*requires Server 8.3 or later -Snapshot -E-mail (2) Rio Licensing is enforced by the Rio License Manager,a tool included with each Rio system. (3) Named Retrieval Users have read-only access to Rio servers. Initial purchase has a minimum of 200 users. (4) Unlimited Public Portal includes WebLink and WebLink-only unlimited retrieval connections per processor. Public Portal licenses provide read-only access only through Laserfiche WebLink.Any physical server or virtual machine using a Unlimited Public Portal license must have a number of licenses equal to the number of processors on the Laserfiche Server. (5) Laserfiche Records Management Edition is DoD 5015.2 certified. For our certified system configuration,please visit http://jitc.fhu.disa.mil/cgi/rma/reg.aspx (6) Laserfiche Forms Portal Add-on requires the purchase of Laserfiche Forms and is licensed per server. (7) Laserfiche Forms Enterprise Portal Add-on requires the purchase of Laserfiche Forms and is licensed per Laserfiche Rio system. 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W J > 3: > O Q J Z J J O Q y Z • ♦ N M t0 (O f� a0 Oa � m .-I cam- w � W m O d O N O N N 7 Ul J Z Government Not-to-Exceed Scanning i Pricin Per Image <300 $0.80 $0.25 $0.01 Per Image <2,000 $0.30 $0.20 $0.01 Per Image < 5,000 $0.20 $0.15 $0.01 Per Image < 10,000 $0.18 $0.10 $0.01 Per Image <25,000 $0.16 $0.10 $0.01 Per Image < 100,000 $0.12 $0.05 $0.01 Per Image <250,000 $0.11 $0.02 $0.01 Per Image <500,000 $0.09 $0.02 $0.01 Per Image >500,001 $0.07 $0.02 $0.01 Per Image < 500 $2.00 $0.02 Per Image < 1,000 $1.75 $0.02 Per Image < 10,000 $1.45 $0.02 Per Image < 25,000 $1.35 $0.02 Per Image <50,000 $1.20 $0.02 Per Image >50,000 $1.10 $0.02 MM Regular Size $0.50 per image in addition to scanning rate for regular images i ft $1.00 per image in addition to scanning rate for large format images Per Image < 5,000 $0.060 $0.085 $0.130 $0.750 Per Image < 10,000 $0.050 $0.075 $0.125 $0.750 Per Image <25,000 $0.050 $0.075 $0.120 $0.700 Per Image < 50,000 $0.045 $0.070 $0.120 $0.675 Per Image > 50,000 $0.040 $0.065 $0.115 $0.650 MMPM pPerImage < 1000W$2OO Per Image < 10,000 $1.25 Per Image <25,000 $1.15 Per Image > 25,000 $1.10 Per Index Field <500 $0.35 Per Index Field < 1,000 $0.33 Per Index Field < 10,000 $0.19 Per Index Field <25,000 $0.16 Per Index Field <50,000 $0.13 Per Index Field < 100,000 $0.12 #DVD/CD,Per > 100,001 $0.10 $50.00 $15.00 $75.00 Delivery,Per Box $15.00 $75.00 MCCI SERVICE OFFERINGS Training Rate,per day $2,200 Weekend/After Hours Premium Charge $1,000 LF GAP Analysis-Up to 1 day $2,500 Project Management Rate Per Hour $165 Senior Project Management Rate Per Hour $185 Training Center for Laserfiche 50+Users $3,920 Training Center for Laserfiche 100+Users $6,995 Developer Rate,per hour $185 Trainer Rate,per hour $140 Managed Service Rate,per hour(This rate already includes a discount) $126 Systems Engineer Rate,per hour $140 MCCI PRODUCTS OCR Scheduler for Laserfiche $1,500 OCR Scheduler for Laserfiche Support $330 ImageSign for Laserfiche-Starter Utilizes Topaz Signature Devices to capture and place movable/sizable signatures on an $3,000 image. ImageSign for Laserfiche-Starter Support Utilizes Topaz Signature Devices to capture and place movable/sizable signatures on $630 an image. ImageSign for Laserfiche-Basic Utilizes Topaz Signature Devices to capture and place movable/sizable signatures on an image. Additionally,Basic includes: $3,750 -Image profiles: allows user to pick from a pre-defined pick list to avoid having to choose the signature location each time. ImageSign for Laserfiche-Basic Support Utilizes Topaz Signature Devices to capture and place movable/sizable signatures on an image. Additionally,Basic includes: $788 -Image profiles: allows user to pick from a pre-defined pick list to avoid having to choose the signature location each time. ImageSign for Laserfiche-Advanced Utilizes Topaz Signature Devices to capture and place movable/sizable signatures on an image. Additionally,Basic includes: -Image profiles: allows user to pick from a pre-defined pick list to avoid having to $4,500 choose the signature location each time. -Signature profile:allows signatures to be saved for repetitive use. ImageSign for Laserfiche-Advanced Support Utilizes Topaz Signature Devices to capture and place movable/sizable signatures on an image. Additionally,Basic includes: $945 -Image profiles: allows user to pick from a pre-defined pick list to avoid having to choose the signature location each time. -Signature profile:allows signatures to be saved for repetitive use. MCCi Laserfiche Integration with Legistar(subscription) $1,000 MCCi Municode Integration with Legistar(subscription) $500 Third Party Software LF eCopy Connector $1,495 LF eCopy Connector 5 Pack $5,975 Datallow Affinity Integration Tool(1 to 10) $1,500 Datallow Affinity Integration Tool(11 to 25) $2,500 Datallow Affinity Integration Tool(26 to 50) $4,000 Datallow Affinity Integration Tool(51+) $6,000 Ratchet-X FSL Commander License(1-50 Users) $295 each Ratchet-X FSL Commander License(51-100 Users) $295 each Ratchet-X FSL Commander License(101-250 Users) $295 each Ratchet-X FSL Commander License(251-500 Users) $295 each Ratchet-X FSL Commander License(501+Users) $295 each Ratchet-X FSL Aggregation Workstation(includes 1 node) $6,500 each Ratchet-X FSL Additional Aggregation Workstation Nodes $1,500 each Ratchet-X FSL Developer License $1,495 each Ratchet-X SPL Commander License(1-50 Users) $236 each Ratchet-X SPL Commander License(51-100 Users) $236 each Ratchet-X SPL Commander License(101-250 Users) $236 each Ratchet-X SPL Commander License(251-500 Users) $177 each Ratchet-X SPL Commander License(501+Users) $177 each Ratchet-X SPL Aggregation Workstation(includes 1 node) $6,500 each Ratchet-X SPL Additional Aggregation Workstation Nodes $1,500 each Ratchet-X SPL Developer License $1,196 each Third Party Software Support LF eCopy Connector $299 LF eCopy Connector 5 Pack $1,195 Datallow Affinity Integration Tool(1 to 10) $300 Datallow Affinity Integration Tool(11 to 25) $500 Datallow Affinity Integration Tool(26 to 50) $800 Datallow Affinity Integration Tool(51+) $1,200 Ratchet-X FSL Commander License(1-50 Users)Support $77 each Ratchet-X FSL Commander License(51-100 Users)Support $77 each Ratchet-X FSL Commander License(101-250 Users)Support $77 each Ratchet-X FSL Commander License(251-500 Users)Support $77 each Ratchet-X FSL Commander License(501+Users)Support $77 each Ratchet-X FSL Aggregation Workstation(includes 1 node)Support $1,300 each Ratchet-X FSL Additional Aggregation Workstation Nodes Support $300 each Ratchet-X FSL Developer License Support $389 each Ratchet-X SPL Commander License(1-50 Users)Support $48 each Ratchet-X SPL Commander License(51-100 Users)Support $48 each Ratchet-X SPL Commander License(101-250 Users)Support $48 each Ratchet-X SPL Commander License(251-500 Users)Support $36 each Ratchet-X SPL Commander License(501+Users)Support $36 each Ratchet-X SPL Aggregation Workstation(includes 1 node)Support $1,800 each Ratchet-X SPL Additional Aggregation Workstation Nodes Support $400 each Ratchet-X SPL Developer License Support $240 each Third Party Subscriptions Granicus Suite Subscriptions Pricing varies,MCCi is offering a 3%discount off retail Im [RESPONSE TO ATTACHMENT B—BIDDER'S MINIMUM QUALIFICATIONS CHECKLIST] MCCi's response to Line Item #1 is in the form of documents and written statements, which are attached in the following order: 0 Copy of Bidder's current Laserfiche Value Added Seller(VAR)certification MCCi Answer Please see attached letter from Laserfiche corporate,which acknowledges MCCI's certification. 0 Written documentation demonstrating that Bidder has currently five (5)years of Laserfiche experience MCCi Answer Please see attached letter from Laserfiche corporate,which confirms MCCI's Laserfiche experience. 0 Written documentation demonstrating that Bidder has successfully completed at least two (2) municipality-wide installations in the State of Florida,along with support of either Laserfiche United, Laserfiche RME, Laserfiche RIO, or Laserfiche Avante, involving process development for the full array of the municipality's departments MCCi Answer MCCi has provided references of three Florida cities that are supported by MCCi,and that have implemented Laserfiche throughout many departments. All three of these references have integrations and active workflows configured as well. In addition, as the largest Laserfiche provider, MCCi has implemented and supports over 100 FL local government clients,which frequently network by attending MCCi user groups and events. r4(, ci IFB#391322,1: Document Management Software, Hardware&Services Page 28 of 29 N1_2_ 1 IIIII II �! � N pill Laserfi ,. Run Smarter 3545 Long Beach Blvd.,Long Beach,CA 90807 tel: 562-988-1688 fax:562-988-1886 www.laserfiche.com December 31, 2013 Alexis Blue MCCi P.O. Box 2235 Tallahassee, FL 33316 Re: Laserfiche Value-Added Reseller To Whom It May Concern, MCCi has been a premier Laserfiche Value-Added Reseller(VAR) in good standing since 2001. They are authorized as a"Gold Certified" VAR to sell Laserfiche software, provide installation and configurations services, and support Laserfiche clients. Regards, Carly Meyer Regional Manager Laserfiche [OTHER SUPPORTING DOCUMENTS] Enclosed: • Copy of Tallahassee Business License 14CCi IFB#391322,1: Document Management Software, Hardware&Services Page 29 of 29 C IT _Y Of ALLAHASSEE MUNICIPAL CODE CORPORATION LAWTON LANGFORD Account Number. 22896 P O BOX 2235 TALLAHASSEE FL 323162235 The Business Tax Certificate for tax year 2014 is attached below. This certificate expires September 30th, 2014. Please detach and display in a prominent place at the business location. To cancel a business account with the City of Tallahassee, please return this certificate with a letter identifying the final day of business. To transfer ownership or location, please follow the instructions on the reverse side of the tax certificate. Each April the "Declaration of Information Form" is mailed to all non-professional, commercial locations. This Declaration must be completed and returned prior to June 15th. Failure to accurately complete the Declaration of Information can result in a 25% tax increase. For information concerning the Business Tax, please visit Talgov.com or call the Revenue Division at (850) 891-5488. Thank you for your Payment fc3r--J-c- t-fr�-cPPcr�PcJPG3r���Jcr r i1�1� rJ��ra�cn-PcPcP rJ�rJ�oc3nFrrm 2013-14 CITY OF TALLAHASSEE BUSINESS TAX CERTIFICATE 2013-14 LOCAL BUSINESS TAX RECEIPT TAX CERTIFICATE EXPIRES SEPTEMBER 30,2014 DBA: - MUNICIPAL CODE CORPORATION Account Number 22896 Location 1700 SW CAPITAL CIR Address: TALLAHASSEE FL 32310 Type Code Sub Code: Type Description: 5 850 q Service-Printers 5 5 5 5 The firm,corporation,organization,business or individual whose name MUNICIPAL CODE CORPORATION appears herein has paid a business tax for the business activities LAWrON LANGFORD indicated above,subject to city,state and federal laws. This certificate must be conspicuously displayed at the location of the business activity. A change of location from the stated business location on this certificate e as well as a change in ownership requires a transfer. (See reverse side.) 7 �I�eI�CrcFJr1rJ�PcPPrJ�rrl�cPrJcPcPrlr k?fcX�rPrJ� eEf?Pc1aJr�� �P rJrJrPrJ@PrJ�rr� cPr�rJE-- �PcPPcPr�rJr3U�rdraru�s �or�r�n