HomeMy WebLinkAboutC2012-424 - 12/18/2012 - ApprovedPROFESSIONAL SERVICES AGREEMENT
This Professional Services Agreement ( "Agreement ") is entered into by and between the City of Corpus
Christi, a municipal corporation ( "City "), and MCC Innovations, ( "Consultant ") effective for all
purposes upon execution by the City Manager or City Manager's designee.
I. SERVICES TO BE PERFORMED.
The Consultant agrees to provide professional services to the City of Corpus Christi as described in
attached proposal, attached as Exhibit A.
The parties agree performance of the work shall commence upon authorization to proceed by the City
Contract Administrator. The Director of Municipal Information Systems is designated as the City
Contract Administrator responsible for all phases of perforznan.ce and operations under this Agreement,
including authorizations for payment. All notices or communications regarding this Agreement shall be
directed to the Contract Administrator.
II. FEE FOR SERVICES AND MILESTONE PAYMENTS. Total cost for all services provided by
Consultant and all expenses incurred by Consultant under this Agreement for the first year of this
Agreement shall not exceed $99,817.92 based upon fees as set forth in Exhibit A unless authorized by
written amendment to this Agreement. Contract Administrator and Consultant shall identify mutually
agreed upon project milestones at which time payments shall be due. Payment shall be made within 30
days from receipt of invoice after Contract Administrator's acceptance of Consultant's successful
completion of each project milestone. Fees for additional year of services are described as follows:
$40,737.74 for annual maintenance.
III. EFFECTIVE DATE TERM TERMINATION HIERARCHY OF DOCUMENTS
A. This agreement takes effect upon execution by the City Manager or his designee ( "Effective Date ").
B. The term of this agreement is one year from the Effective date unless sooner terminated in accordance
with Subsection C below. This agreement may be extended for up to 3 additional one year terms upon the
written approval of the Contract Administrator, at the same terms and conditions.
C. The City may, at any time, with or without cause, terminate this Agreement upon sixty (60) days
written notice to the Consultant. Upon termination of this Agreement, all finished or unfinished
documents, data, studies, or reports prepared or stored by the Consultant for the City, at the option of the
City, will be delivered to the City.
D. In the event of any conflicting terms between this Agreement and Consultant's Proposal, the terms in
this Agreement control.
IV. APPROPRIATION OF FUND All parties recognize that the continuation of any contract after
the close of any fiscal year of City, which fiscal year ends on July 31 of each year, shall be subject to
appropriations and budget approval providing for covering such contract item as an expenditure in said
budget. City does not represent that the budget item will be actually adopted, said determination being
within the sole discretion of the City Council at the time of adoption of such budget.
V. ASSIGNABILITY. Neither party may assign, transfer, or delegate any of his obligations or duties in
this Contract to any other person without the prior written consent of the other party.
2012 -424
12/18/12
M2012 -208
MCC Innovations INDEXED
2
VI. INDEPENDENT CONTRACTOR. Consultant shall perform all services as an independent
contractor and shall furnish such services in its own manner and method, and under no circumstances or
conditions shall an agent, servant, or employee of the Consultant be considered an employee of the City.
VII. SUBCONTRACTORS. Consultant may use subcontractors in connection with the work performed
under this Agreement. When using subcontractors, however, Consultant must obtain prior written
approval from the City Contract Administrator. In using subcontractors, Consultant agrees to be
responsible for all their acts and omissions to the same extent as if the subcontractor and its employees
were employees of the Consultant. All requirements set forth as part of this Agreement shall be
applicable to all subcontractors and their employees to the same extent as if the. Consultant and its
employees had performed the services. Any subcontractor utilized by Consultant shall be responsibility
of Consultant to indemnify as described in Section X below and insure at same levels as required in
attached insurance exhibit.
VIII. VENUE AND APPLICABLE LAW. Consultant shall comply with all applicable Federal, State
and local laws. The applicable law for any legal disputes arising out of this Agreement shall be the law of
Texas and such forum and venue for such disputes shall be the appropriate district, county, or justice court
in and for Nueces County, Texas.
IX. WAIVER. No waiver of any breach of any term, or condition of this Agreement, shall be construed
to waive any subsequent breach of the same.
X. INDEMNIFICATION. Subject to Consultant's limit of liability being set at
one million dollars, Consultant agrees to indemnify and hold City, its
officers, employees or agents ( "Indemnitees ") harmless of, from, and
against all claims, lawsuits, demands, actions, damages, losses, costs,
liabilities, and expenses, including court costs and attorney fees, for or
on account of any injury or damage to person or property to the extent
any such damage or injury may be incident to, arise out of, or be
caused by, or be in any way connected with, either proximately or
remotely, wholly or in part, the performance of this Agreement; an .act or
omission, negligence or misconduct on the part of Consultant, or any of
its agents, servants, contractors, subcontractors, or employees in
performance of this Agreement.
Subject to Consultant's limit of liability being set at one. million dollars,
Consultant agrees to indemnify and save harmless City, its agents,
servants, and employees, ( "Indemnitees "), from any and all liabilities,
losses, damages, or expenses, including court costs and attorney fees,
resulting from the negligence or acts or omissions of Consultant, its
employees, officers, agents, contractors, or subcontractors while in
c3
performance of this Agreement.
XI. INSURANCE. Consultant agrees to provide insurance in accordance with the attached exhibit B.
XH. AMENDMENTS OR MODIFICATIONS. No amendments or modifications to this Agreement
may be made, nor any provision waived, unless in writing signed by a person duly authorized to sign
agreements on behalf of each party.
XIH. NOTICES Notices provided shall be in writing and mailed via first class US Mail, or overnight
mail delivery service, addressed as follows:
On behalf of the City: City of Corpus Christi
Attn: Director of Municipal Information Systems
P.O. Box 9277
Corpus Christi, TX 78469 -9277
On behalf of the
Consultant:
MCC Innovations
Attn: Donny Barstow
President
PO Box 2235
Tallahassee, FL 32316
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XIV. DISCLOSURE OF INTERESTS. Consultant shall complete the attached Disclosure of Interest form.
XV. CAPTIONS. The captions in this Agreement are for convenience only. and are not a part of this
Agreement. The captions do not in any way limit or amplify the terms and provisions of this Agreement.
CITY OF CORPUS CHRISTI
. c
Ronald L. Olson
City Manager
APPROVED THIS aO DAY OF _ , 2012
�Z() z
Date
By: _,,,; c
Assistant C' Attorney
For City A orney
MC I - n e
AUTWOROUL
ly MK +L
El
CONSULTANT: MCC Innovations
By:
Name: Donny Barstow
Title: President
Date: 11/16/2012
Exhibit A
Laserfiche
Laserfiche is a unified solution that manages all your organization's documents and records, regardless
of location or media. Please keep in mind some of the features of Laserfiche:
'V' User Friendly- Laserfiche is very easy to learn, navigate and use. Users will see Laserfiche has a
folder tree structure similar to Windows Explorer for easy viewing and use. This familiarity will give
your staff the confidence to begin scanning and retrieving documents almost immediately after
installation making an Enterprise rollout easier on your resources.
`ir Comprehensive Security- Laserfiche Comprehensive Security allows you to control the security of
your documents on many levels. You determine what functions, such as scanning and printing, each
staff member may use. Security features are easy to administer and with proper right records
managers can administer most security functions without IT staff assistance.
- V' Intelligent Search - Laserfiche lets you search your documents based upon full -text search, index
search, and document and folder name searches. The Laserfiche full -text search unlocks the
contents of your documents; if you need to find a word or phrase within a document, the full -text
search retrieves it immediately. An easy Google -style toolbar is available for searching as well.
Integration- Laserfiche is the central repository for records in your organization and allows for you
to integrate other main line of business solutions easily. Whether you are looking for a way to
integrate with a departmental solution, ERP solution, Microsoft product, etc. Laserfiche has options
available. Laserfiche Microsoft integrations include the ability to archive Office & Outlook
documents directly into Laserfiche as well as integration with Microsoft Share Point.
'1I' Business Process Automation- Laserfiche allows users to capture information instantly and automate
business processes instead of the traditional methods of using an imaging solution as an archival
tool. Users are finding efficiencies by reducing the time processes take and giving users access to
information instantaneously through the implementation of Laserfiche Workflow, resulting in cost
savings for the organization.
`Ilf Mobility & Web Tools- Mobile devices are being used more and more in organizations for day to day
operations. Laserfiche has options available to ensure you can access Laserfiche from these devices
and perform related actions quickly on the go. There are also options for giving your outside
citizens /customers access to records through the web to promote transparency and decrease
records requests.
i I
Rio Features
MCC! is recommending the Rio platform for your organization. Rio includes:
'V' Named user tiered pricing with volume discounts. Each user comes bundled with:
Workflow for Business Process Automation
Web Access, which includes a thin client option for users, Web Access Light for mobile
devices & tablets, iPhone & iPad apps, and SharePoint integration.
- Snapshot for archiving electronic records & Email Plug -in for emailing records directly
from Laserfiche
Advanced Audit Trail for monitoring, recording, and reporting on system activity.
Digital Signature capabilities
Unlimited Servers and Repositories to support back -ups, failover clustering, and testing
environments.
'`ir Rio License Manager for easy creation of licenses for testing, development and production
systems.
- V' Web -based Administrative Console allowing you to administer the system from anywhere.
`i" Options for Records Management, Batch Processing tools, integrations, and Web Portals.
MC0 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:
- V' 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.
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.
`1' 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.
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`4cci
ExpesienooExcellenue
STATEMENT OF WORK
Product Description:
EXISTING LASERFICHE SOFTWARE SYSTEM CONFIGURATION
[. United Standard Server Software *requires MssQL
Q LF Full User
Q LF Retrieval User
[✓� Snapshot Plug In
Q LF Plus Plug In Software *perstation
Q LF Scanconnect *required for each scanner purchased /utilized
Q LF Scanconnect 5 -pack
Q LF Scanconnect 10 -pack
Q Weblink
Q Quick Fields
Q Zone OCR and Validation Package
Includes Zone OCR and Pattern Matching
Q Real Time Look Up and Validation Package
Includes Real Time Look Up and Pattern Matching
Q Integrator's Toolkit
Existing Software Credit Total
ECM SOFTWARE LICENSING FOR RIO
[J1 Rio Pilot - Records Management 50 -99 Users
Includes Unlimited Laserfiche Servers, Records Management
Edition, Workflow, WebAccess (including the SharePoint
integration web parts and WebAccess Light), Advanced Audit
Trail, Snapshot and Email
Q Rio Named User One Time Discount
Quote Must be approved & software ordered by 1212812012
Q Plus for Publishing
Royalty free distribution of published media
Q OCR Scheduler for Laserfiche - Requires one dedicated
Laserfiche User License
Q
LF Scanconnect for Rio * requiredfor each scanner
purchased /utilized
Q LF Scanconnect for Rio 5 -pack
Q LF Scanconnect for Rio 10 -pack
Document Management Software and Licenses Total
Upgrade
to Rio
Qty.
cost
DIR -SDD-
Total
$1,409.55
$1,409.55
9 80
$155.05
-1
$6,600.00
N/A
($6,600.00)
-32
$571.88
N/A
($18,300.16)
-25
$220.00
N/A
($5,500.00)
-32
$100.00
N/A
($3,200.00)
-1
$3,795.00
N/A
($3,795.00)
-1
$165.00
N/A
($165.00)
-1
$660.00
N/A
($660.00)
-1
$915.00
N/A
($915.00)
-1
$7,995.00
N/A
($7,995.00)
-1
$595.00
N/A
($595.00)
-1
$2,795.00
N/A
($2,795.00)
-1
$595.00
N/A
($595.00)
-1
$2,500.00
N/A
($2,500.00)
($53,615.16)
72
$917.00
$861.70
$62,042.40
72 ($533.00) ($533.00) ($38,376.00)
1 $3,800.00
$3,570.86
$3,570.86
1 $1,500.00
$1,409.55
$1,409.55
1 $165.00
$155.05
$155.05
1 $660.00
$620.20
$620.20
1 $915.00
$859.83
$859.83
$30,281.89
31 _._
WEB TOOLS FOR RIO
Q Pilot Public Portal
Includes Weblink software and 25 Weblink -only retrieval connections.
Web Tools Total
BATCH PROCESSING MODULES FOR RIO
Q Quick Fields Complete for Rio
Includes QF, Validation packages for Bar Code, RTL, Zone
OCR, Doc Classification, Forms Alignment, Forms
Identification, Forms Extractor, OMR, and Auto
Stamp /Redaction /Bates Numbering
.7 QF Agent for Rio
Batch Process Modules Total
INTEGRATION TOOLS FOR RIO
Q Integrator's Toolkit for Rio
Integration Tools Total
ANNUAL SOFTWARE SUPPORT - BASIC LSAP
Lf Rio Pilot - Records Management 50 -99 Users
Includes Unlimited Laserfiche Servers, Records Management
Edition, Workflow, WebAccess (including the SharePoint
integration web parts and WebAccess Light), Advanced Audit
Trail, Snapshot and Email
Q Plus for Publishing
Royalty free distribution of published media
Q OCR Scheduler for Laserfiche - Requires one dedicated
Laserfiche User License
[� LF Scanconnect for Rio 'required for each scanner
purchased /utilized
[� LF Scanconnect for Rio 5 -pack
.7 LF Scanconnect for Rio 10 -pack
Q Pilot Public Portal
Includes Weblink software and 25 Weblink -only retrieval connections.
Q Quick Fields Complete for Rio
Includes QF, Validation packages for Bar Code, RTL, Zone
OCR, Doc Classification, Forms Alignment, Forms
Identification, Forms Extractor, OMR, and Auto
Stamp /Redaction /Bates Numbering
Q QF Agent for Rio
Q Integrator's Toolkit for Rio
Q Managed Services for Laserfiche - Rio
Managed Services for SDK
Q Managed Services for Workflow, Level 2 *not to exceed 45
hours
41
1 $25,000.00 $23,492.50 $23,492.50
$23,492.50
1 $15,000.00 $14,095.50 $14,095.50
1
$10,000.00
$9,397.00
$9,397.00
$675.00
$675.00
1 $2,812.50
$23,492.50
1
$2,500.00
$2,349.25
$2,349.25
1 $5,062.50
$5,062.50
$5,062.50
$2,349.25
72
$184.00
$165.60
$11,923.20
1
$1,600.00
$1,440.00
$1,440.00
1
$330.00
$297.00
$297.00
1
$34.00
$30.60
$30.60
1
$132.00
$118.80
$118.80
1
$184.00
$165.60
$165.60
1
$5,000.00
$4,500.00
$4,500.00
1
$3,000.00
$2,700.00
$2,700.00
1 $2,000.00
$1,800.00
$1,800.00
1 $750.00
$675.00
$675.00
1 $2,812.50
$2,812.50
$2,812.50
1 $562.50
$562.50
$562.50
1 $5,062.50
$5,062.50
$5,062.50
Q Training Center 50+ Users 1 $3,920.00 $3,920.00 $3,920.00
Q MCCi Service Level Agreement 1 $4,730.04
Annual Support Total
$40,737.74
For budgetary purposes, the Client should include $40,737.74 in annual budget far renewal of L5AP,
Managed Services, SL4 and the Training Center for the software quoted above.
MCCi PROFESSIONAL SERVICES
Q
Records Management Module Training, per day
2 $2,100.00 $1,932.00 $3,864.00
*Travel expenses included.
Q
Basic Onsite System Admin /Train the Trainer Training of
3 $2,100.00 $1,932.00 $5,796.00
software, per day
Workflow training and installation excluded. Travel expenses
included.
The goal is to provide appropriate training to the Corpus Christi administrative staff for a "Train the Trainer" methodology. The result
will be a knowledge transfer so that the City of Corpus Christi staff will be equipped to train the end users. If end user training is requested,
additional days may be necessary.
Q
Quick Fields Complete Training, per day
1 $2,100.00 $1,932.00 $1,932.00
Q
Workflow Configuration Training, Level 2
1 $14,660.00 $13,487.20 $13,487.20
Includes remote installation with up to 3 days onsite training, remote
workflow configuration assistance up to 45 days post training, 112 day
developer training, and up to 15 days of remote developer assistance
Q
MCC! Project Management Services
1 $8,000.00
Professional Services Total
$33,079.20
Total Project Cost
$99,817.92
PAYMENT & BILLING TERMS
MCCi will invoice fifty percent (50 %) of the total contract amount upon receipt of the signed contract. Balance of total
project will be invoiced upon completion of the proposed professional services, but may be broken up based on completion
date of specific services. MCCi's final invoice will reflect a credit for remaining support on the prior system. This credit is
based on a prorated amount determined by the order date of the new system software. Sales tax will be included where
applicable. Payment will be due upon receipt of an invoice.
51
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MCCI STANDARD SERVICES
To determine which services and products are included with your project, please refer to the Statement of Work
above.
MCCi prides itself in providing high quality professional services and support. Providing the most
advanced level of tech support via the web, e-mail and phone, you can rest assured that MCCI will
provide you with profession installation, training and support services. Our clients can rely on us to
provide a continual flow of information through our technical bulletins and newsletters.
MCC] PROJECT MANAGEMENT SERVICES
MCC! 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 MCC! 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 for the 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 Trainin
• Client and Server Installation Procedure
• Users and Groups — Active Directory
• Security
• Templates
• Tags
• Document Relationships
13
I
• Records Management
• Volumes
• System settings
• Back up Procedures
• Troubleshooting Procedures
• Technical Support Overview
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
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MM ADVANCED IMPLEMENTATION SERVICES
*The following services listed have been included in your Statement of Work based on the recommendation of your
Account Executive. Please consult with them for any questions.
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
Bold 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
s
LASERFICHE WORKFLOW CONFIGURATION TRAINING
MCUs 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 insecurity to support the specified workflow process
• MCCi project manager to collaboratively identify the Measurement of Success (MOS)
• Workflow Managed Services post onsite training
o 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.
Measurement of Success (MOS): The MOS addresses the desired outcome of a workflow configuration.
MCCi focuses on how to define a MOS, and assists in defining the MOS for the initial workflow the client
intends to configure after the training session.
Matrix of Workflow Training Parkaopc-
Services Provided
Level 1
Level 2
Level 3
Remote Installation
Included
Included
Included
Onsite Training Days
2
3
3
Workflow Configuration Assistance
Post Onsite Training
Remote 30 Days
Remote 45 Days
Remote 60 Days
Developer Training
None
Remote 1/2 Day
Remote 1 Day
Developer Assistance
Post Developer Training
None
Remote 15 Days
Remote 30 Days
Roll -out Assistance (Optional)
2 Days - Remote 1
2 Days - Onsite
2 Days - Onsite
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LASERFICHE WORKFLOW MANAGED SERVICES
MCCi 's Workflow Managed Services package is a post - implementation service, and is designed to assist
the clients 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 clients 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 on -site visits.
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SOFrw DE SCRIPTIONS
To determine which products are included with your project please refer to the Statement of Work
LasFRFicHEAVANTF .
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.
LASF RFICHE 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
Comments
Database
SQL Express, SQL,
Options
Oracle
SQL, Oracle
Retrieval
Concurrent
JPublic Portal ( Weblink)
Public Portal ( Weblink)
!Users
Full Named
Includes Workflow, Email and Snapshot for
Users
Unlimited
25 - Unlimited
Avante; Includes Workflow, Email, Snapshot,
Web Access and Advanced Audit Trail for Rio.
iRetrieva!
Users
n�a
200 - Unlimited
Includes Email capability. Minimum of 200 must
i Named
be purchased.
Application
Servers
1
Unlimited
User License
Named
Named
Mode!
Avante: Up to 14 additional (for a total of 15)
Up 15 per Application
Repositories can be added at an additional cost.
Repositories
1
Server
RIO. Each Application Server can have up to 15
Repositories attached. RIO allows for an
unlimited number of Application Servers.
L_
SOFTWARE DESCRIPTIONS
Workflow
Included
Included
Snapshot
Included
lincluded
Email
Included
lincluded
WebAccess
(Thin client
Add -on option
Included
access for
named users)
I Mobile Access
I Requires WebAccess
Included
Digital
Signatures
Add -on option
Included
Add -on option (Options
Includes Advanced
Audit Trail
for Starter, Standard,
Advanced)
Audit Trail
Avante Public Portal: The 5 concurrent license
only allows for one security profile to be set.
Weblink Public Portal
Weblink Public Portal
license package options
license package.
Unlimited versions are licensed per Laserfiche
Public Portal
(5,10, 25, 50, Unlimited
options (50, Unlimited
application server, and per processor, The
licensed number of be
(Weblink)
Single Processor,
Single Processor,
processors must equal
Options
Unlimited Dual
Unlimited Dual
to or greater than the number of processors
Processor, Unlimited
Processor, Unlimited
(CPUs) on the correlating Laserfiche application
Multi Processor)
Multi Processor)
server. Note: Additional copies of the
Unlimited Public Portal are needed if there is a
need to connect the Public Portal to more than
1 Application Server.
Upgrade Path 1 11io
n/a
Laserfiche
Versions
Lf 8.1 and later
Lf 8.0.1 and later
Web Admin
Included
Included
Console
LASERFICHE PLUG -INS
Laserfiche Plu -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 Snapshot'. 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
12�
.. -_y -L_ ._ _ `_._
SOFTWARE I)ESCRIPTIONS
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 FieldSM 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.
• 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.
131
SOFTWARE DESCRIPTIONS
�I�IIIIA■I� A�1� IAAAAA■A111A -
• 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.
• QF Agent: 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 - WebLnk`: 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.
o Laserfiche Mobile Access Options: Laserfiche Web Access is required for any /ail 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.
141
SOFTw DEscRrPTroxs
• 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 -in— 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 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.
....... ........
151
SOFTWARE DESCRIPTIONS
• 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.
Laserfiche Integration Plug -Ins
• LF integrator's Toolkit: Provides the tools & documentation necessary for customizing Laserfiche,
and integrating Laserfiche with other applications.
• Third Parry Integration Plug -Ins:
Datallow Affinity 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
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 ArclMS
(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 & support by MCCi only.
• LT Systems Laserfiche Integration- LT Systems Laserfiche Integration allows users of the
LT Systems Court solutions to archive court related documents into Laserfiche. Users
can launch Laserfiche scan or searching windows from LT Systems and bring data and
documents directly into Laserfiche while capturing metadata in LT Systems.
*Created & support by MCCi only.
161
SOFTWARE DESCRIPTIONS
w
Electronic Forms
• LincDocs (Electronic Forms)- LincWare's LincDoc family of eForm creation and document automation
tools empowers businesses and government organizations to better serve their customers and
constituents, reduce costs and better leverage bottom line critical information. LincDoc data
complies with existing systems through features like network -wide interconnectivity, document
repositories, version control, business -logic driven data entry, Laserfiche interface, database
integration and Word- and PDF -based document authoring.
171
TECHNICAL 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
MCG 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- MCO 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.
18�
TFcHNICAL 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 MCC! 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
MCC! 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. Major software
upgrades may or may not be covered and should be discussed with your Account
Management Team.
• Annual System Review & Analysis — Upon request, MCC! 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
191
TECHwAL SUPPORT
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 on-
Site visits.
• 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 AM to 6:00 PM 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.
201
HARBWARE SPECIFICATIONS
MCCi will provide necessary consultation upon request, as to the compatibility of current hardware with the Laserfiche System.
Changes and recommendations will be made at the time of consultation. 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:
OS: Windows 7, Windows Vista, Windows XP Professional (Service Pack 2 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 2008 R2, Windows Server 2003 (Service Pack 1 or later)
05:
Windows 7, Windows Vista, Windows XP Professional (Service Pack 2 or later)
CPU.
1 GHz Processor or better, Performing OCR: Dual Core 2.8 GHz or faster processor
Memory:
1 G8 RAM or more, Performing OCR: 2 GB RAM
Communications:
TCP /IP
Web browser:
Internet Explorer 6.0 or higher
Batch Processing Quick Fields Machine:
Dual Core Processor, 2 GHz Processor or better
OS:
Windows 7, Windows Vista, Windows XP Professional (Service Pack 2 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 2008 R2, Windows Server 2003 (Service Pack 1 or later)
CPU:
Quad -Core Processor, 2.5 GHz Processor or better
Memory:
2-4 GB RAM
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.
Note: Images and Electronic files are stored separately from the database.
Database Management System:
Avante SQL or Rio SQL: SQL Server 2008 R2 Standard, Microsoft SQL Server 2005 (Service Pack 3 or later), Oracle 91 Release 2
(9.2.0.8 +), Oracle 10g (10.2.0.4+), Oracle 11g
For MSSQL, MCCi recommends storing the MDF and LDF on different drives. Growth of MDF to 10 % -15% and Log to 5% to
10% of cumulative Laserfiche 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:
05:
Windows 2008 R2, Windows Server 2003 (Service Pack 1 or later)
CPU;
4 Core Processor, 2 GHz Processor or better
Memory:
4 GB RAM
Communications:
TCP /IP
Laserfiche Audit Trail Server:
OS:
Windows 2008 R2, Windows Server 2003 (Service Pack 1 or later), IIS 6 or 7
CPU:
Dual Core Processor, 2 GHz Processor or better
Memory:
2 GB RAM
Communications:
TCP /IP
Local Storage;
C:\ Drive with 40GB or greater available
Web Module Server(s):
211
HARDWARE SPECIFICATIONS
Required if:
Installing "Web Access" or "Public Portal — Weblink ":
OS:
Windows Server 2008 R2 with I IS 7, Windows Server 2003 with 115 6
CPU:
2.8 GHz or faster processor
Memory:
1 GB RAM or more
Viewer:
Web Browser (minimum versions): Laserfiche Web products operate most efficiently when
using Internet Explorer 9. Other supported browsers are Firefox, Safari and Chrome
Note:
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 !Pad /1Phone applications to connect through the Web Access server.
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 WebL!nk; they are not available for other applications.
OCR Scheduler for Laserfiche
05: 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://laserfiche.com/static/Resources/scanlist.htmi.
MCCI, a Limited Liability Company and subsidiary of MUNICIPAL CODE CORPORATION, which is duly organized and existing under the laws of the state of
Florida, hereinafter referred to as MCCI, hereby offers the Laserflche SOfiwdre &Services to THE CITY OF CORPUS CHRISTI, Txaccordingto the following
terms and conditions. _
LASERFICHE SOFTWARE UPGRADE
when software is upgraded, the old copy of the software must be returned and will no longer be a valid copy. Proof of previous purchase Is required to
receive upgrade. Upgrade credit applied towards newpurchase Is 100% of original software purchase price. The differehm between the new system
(server, full and retrieval users) price and the old system (server, full and retrieval users) price must be greater than or equal to 10% of the new system
prim, Otherwise, a minimum software upgrade adjustment will be applied to compll the 10% price difference requirement, One year of LSAP must
be purchased for new products when upgrading. LSAP of the original product will not be credited. However, remalning months of LSAP Can be applied
towards the new purchase of one year of LSAP for the new products. To receive software credit for prior versions of software, the client must have an
active LSAP (suppart/maintenance, that has hot expired).
SOFTWARE ASSURANCE PACKAGE (SAP)
Software Support is provided by MCCI and the manufacturer. MCCI acts as f tierBupport and works with the manufacturer at a 2" tier level when
needed. MCCI's Software Assurance Packages include: Accessto software point release updates, Telephone or E -Mail support for software related
issues, 24 -hour FTP and web site access, technical bulletins and newsletters. Adjustments In annual support rates may be made to coincidewith current
U.5, inflation rates — any increase will not exceed the cumulative increase In the Consumer Price index (CPI) occurring since the last price increase. Any
updates requiring shipmentof software require Clientto pay shipping costs.
Customers may contact MCCI support We Ml online Support Center, email (suoportPMcclnnpvatlons.coml or telephone 866 -942 -0464. Supportls
available Monday - Friday (excluding major holidays) from 8:00 a.m. — s:ao p.m. EDT.
SERVICE LEVEL AGREEMENT (SLA)
MCCPS SLA Is offered in addition to the Software Assurance Package. Itis required in some circumstances, and offers the customer escalated response
times depending on the severity of the support Issue, as well as extended support hours and many other additional benefits. The SLA documentatlan Is
readily available upon request.
MOCI SOFTWARE CUSTOMIZATIONS
The customer may elect to contract with MCCI to customize the standard software. Asstandard software is upgraded, any customizations performed will
require support in the form of updating through our rntegratlon Support Assurance Program{ISAP). )SAP must be currentto receive updates to the
Integration at no additional charge. Otherwise current hourly rates wilt apply.
Upgrades to existing programs, or the acquisition of new programs from vendors other than MCCi, may have an effect on customizations made to the
softwareby MCCI. MCCI will not be held responsible if upgrades or changes made by the customeroranmher vendor or application preclude the
operation of MCCI s customizations.
CLIENT SOFTWARE CUSTOMIZATIONS
The client may also choose to customize their software internally, without MCCI's help. MCG Is not responsible for any damages caused by the users
custamizatlon of the software. MCCi will not he held responsible for correcting any problems that may occur from these customizations. Routine
updates to the software may affect any cuAomizatlons made by the user. If MCC!'s help Is required to correct/update, any customizations made by the
client, appropriate charges will apply,
CLIENT INFORMATION TECHNOLOGY ASSISTANCE
In order for MCCI to excel In customer service, the client must provide timely access to technical resources. The client must provide adequate technical
support for all MCC6 Installation and support services, Ifthe client does not have 'in-house technical support, it is the client's responsibility to make
available the appropriate Information Technology resoumes /consultant when needed.
SOFTWARE INSTALLATrON
MCCI will Install all software outlined herein. If additional software is needed to bring the site up to specifications, customer will be billed accordingly.
SITE PREPARATION
The Client site should be ready for installation according to specifications outlined within the Hardware section listed below. If site is not prepared and
results in cancellation, delays, or rescheduling clan installation after MCCI has made travel arrangements, the client may incur expenses due to
circumstances such as non - refundable airline tickets, training/install charges, hotel reservations, rental Cars, etc.
ADORiDNALSERViCES
As an additional service /product under this contract, MCC and MCCI Can provide the following:
• Electronic Agenda and Legislative Management (L.egistar). MCCI offers Leglstar Software and related services which provides electronic automation
and creation ofAgendes.
• Document Scanning 5ervices (ODI). MCC! offers scanning, Indexing and Integration ofhard copy documents with Laserflche Software to providethe
Client with the most powerful index retrieval search engine available with the following features: Intuitive browse window, Index cards, and fuzzy
logic,
• Contract Management Software (Contract Assistant). MCCi offers the Contract Assistant Software (developed by Blueridge Software) which is a web
based solution designed to provide control and automation of the contract management process.
• Code Supplementation and Codiflcation Sery ices(Mun!Code). Municipal CodeCurp(3ration offers supplementation of existing codes, Codification of
Ordinances and RecodiflCatlon of existing Codes. our optional services include legal review, republishing, editorial and index work and electronic
options (CD, Internet).
• Util ltyBilling5ertdces(MunlBills). MCCAdvantage offers billing, statement and remittance processing services as an additional benefit under this
agreement. MCCAdvantage, a subsidiary ofMOC, can provide the client with design, printing and Mailing services for customer billing/statements of
all types. These services also include remittance payment options, software and other bIIITng solutions.
AGREEMENTEX7ENDEO TO OTHER GOVERNMENTALUNITS
MCCI agrees to allow any other Government agency to purchase Items, at the same terms, conditions and pricing as this contract during the period of
time that this contract is In effect. Minor changes In terms and conditions may be negotiated by MCCI and participating Government agencies. Any
orders Issued against this agreement shall he the sole responsibility of the Government agency placing the order. It Is understood that the Client shall
incur no financial responsibility in connection with any purchase by another Government agency.
TRAVEL EAPENSES
If the client cancels or reschedules an Installation after MCCI has made travel arrangements, travel expenses may be Incurred due to circumstances such
as non - refundable airline tickets, hotel reservations, rental cars, etc.
FORCE MAIEURE
Neither party shall be liable forany delay orfallure In performance due to causes beyond its reasonable control.
TERMINATION
The services provided In this agreement will be in full force and effect for a period of three (3) years from the date of shipment of the completed product
to the organization. Thereafter, this agreement will be automatically renewed from year to year, provided that either party may alter or cancel the terms
Of this agreement upon sixty (60) days' written notice.
,i1
EXHIBIT B
INSURANCE REQUIREMENTS
1. MCC Innovations "MCCI" LIABILITY INSURANCE
A. MCC] must not commence work under this agreement until all insurance required herein
has been obtained and. such insurance has been approved by the City. MCCI must not
allow any subcontractor to commence work until all similar insurance required of the
subcontractor has been obtained.
B. MCC] must furnish to the City's Risk Manager two (2) copies of Certificates of Insurance,
with applicable policy endorsements showing the following minimum coverage by
insurance company(s) acceptable to the City's Risk Manager. The City must be named
as an additional insured for the General liability policy and a waiver of subrogation is
required for the General Liability and Workers Compensation policies.
TYPE OF INSURANCE
MINIMUM INSURANCE COVERAGE
30 -Day written notice of cancellation
Bodily Injury and Property Damage
required by policy endorsements for all
Per occurrence:- aggregate
coverages
COMMERCIAL GENERAL LIABILITY
$1,000,000 COMBINED SINGLE LIMIT --
including:
$2,000,000 Aggregate
1. Commercial Broad Form
2. Premises — Operations
3. Products/ Completed Operations
4. Contractual Liability
5. Independent Contractors
6. Personal Injury —Advertising Injury
AUTOMOBILE LIABILITY including:
$1,000,000 COMBINED SINGLE LIMIT
1. Owned Vehicles
2. Hired & non -Owned vehicles
Electronic Errors and Omissions
$1,000,000
Bailee's Customers Goods Coverage
$200,000
Applicable while on City property
WORKERS' COMPENSATION
WHICH COMPLIES WITH THE TEXAS
WORKERS' COMPENSATION ACT AND
SECTION 11 OF THIS EXHIBIT
EMPLOYERS' LIABILITY
500,0001500,0001500,000
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C. In the event of accidents of any kind, the MCCI must furnish the Risk Manager with
copies of all reports of such accidents related to this agreement within ten (10) days of
accident.
II. ADDITIONAL REQUIREMENTS
A. MCCI must obtain workers' compensation coverage through a licensed insurance
company in accordance with Texas law. The contract for coverage must be written on a
policy and endorsements approved by the Texas Department of Insurance. The
coverage provided must be in amounts sufficient to assure that all workers' compensation
obligations incurred will be promptly met. If coverage not written in accordance with
Texas law, All Other States (AOS) endorsement must be indicated on the certificate of
insurance.
B.. MCCI's financial integrity is. of interest to the City; therefore, subject to MCCIs right to
maintain reasonable deductibles in such amounts as are approved by the City, MCCI
shall obtain and maintain in full force and effect for the duration of this Contract, and any
extension hereof, at MCCI's sole expense, insurance coverage written on an occurrence
basis, by companies authorized and admitted to do business in the State of Texas and
with an A.M. Best's rating of no less than A -VII
C. The City shall be entitled, upon request and without expense, to receive copies of the
policies, declarations page and all. endorsements thereto as they apply to the limits
required by the City, and may require the deletion, revision, or modification of particular
policy terms, conditions, limitations or exclusions (except where policy provisions are
established by law or regulation binding upon either of the parties hereto or the
underwriter of any such policies). MCCI shall be required to comply with any such
requests and shall submit a copy of the replacement certificate of insurance to City at the
address provided below within 10 days of the requested change. MCCI shall pay any
costs incurred resulting from said changes. All notices under this Article shall be given to
City at the following address:
City of Corpus Christi
Attn: Risk Management
P.O. Box 9277
Corpus Christi, TX 78469 -9277
(361) 826 -4555- Fax #
D. MCCI agrees that with respect to the above required insurance, all insurance
policies are to contain or be endorsed to contain the following required provisions:
• Name the City and its officers, officials, employees, volunteers, and elected
representatives as additional insured by endorsement, as respects operations and
activities of, or on behalf of, the named insured performed under contract with the City,
with the exception of the workers' compensation policy;
• Provide for an endorsement that the "other insurance" clause shall not apply to the City of
Corpus Christi where the City is an additional insured shown on the policy;
•
Workers'. compensation and employers' liability policies will provide a waiver of
subrogation in favor of the City; and
• Provide thirty (30) calendar days advance written notice directly to City of any
suspension, cancellation, non- renewal or material change in coverage, and not less than
ten (10) calendar days advance written notice for nonpayment of premium.
E. Within five (5) calendar days of a suspension, cancellation, or non - renewal of coverage,
MCCI shall provide a replacement Certificate of Insurance and applicable endorsements
to City. City shall have the option to suspend MCCI's performance should there be a
lapse in coverage at any time during this contract. Failure to provide and to maintain the
required insurance shall constitute a material breach of this agreement.
F. In addition to any other remedies the City may have upon MCCI's failure to provide and
maintain any insurance or policy endorsements to the extent and within the time herein
required, the City shall have the right to order MCCI to stop work hereunder, and/or
withhold any payment(s) which become due to MCCI hereunder until MCCI demonstrates
compliance with the requirements hereof.
G. Nothing herein contained shall be construed as limiting in any way the extent to which
MCCI may be held responsible for payments of damages to persons or property resulting
from MCCI's or its subcontractor's performance of the work covered under this
agreement.
H. It is agreed that MCCI's insurance shall be deemed primary and non - contributory with
respect to any insurance or self insurance carried by the City of Corpus Christi for liability
arising out of operations under this agreement.
I. It is understood and agreed that the insurance required is in addition to and separate
from any other obligation contained in this agreement.
CITY OF CORPUS CHRISTI
DISCLOSURE OF INTEREST
City of Corpus Christi Ordinance 17112, as amended, requires all persons or firms seeking to do business with the
City to provide the following information. Every question must be answered. If the question is not applicable,
answer with "NA ". See reverse side for definitions.
COMPANY NAME: MCC Innovations
P. O. BOX: 2235
STREET: nla CITY: Tallahassee ZIP: 32316
FIRM IS: 1. Corporation ( x) 2. Partnership ( } 3. Sole Owner ( )
4. Association ( ) 5. Other
DISCLOSURE QUESTIONS
If additional space is necessary, please use the reverse side of this page or attach separate sheet.
1. State the names of each "employee" of the City of Corpus Christi having an "ownership interest" constituting
3% or more of the ownership in the above named "firm."
Name Job Title and City Department (if known)
NIA
NIA
2. State the names of each "official" of the City of Corpus Christi having an "ownership interest" constituting 3%
or more of the ownership in the above named "firm."
Name Title
NIA N/A
3. State the names o each 'Board mem er" o — the City — of - Corpus C stx having an "ownership mteresf
constituting 3% or more of the ownership in the above named "firm."
Name Board, Commission, or Committee
/A
4. State the names of each employee or officer of a "consultant" for the City of Corpus Christi who worked on any
matter related to the subject of this contract and has an "ownership interest" constituting 3% or more of the
ownership in the above named "firm."
Consultant
Donny Barstow
CERTIFICATE
I certify that all information provided is true and correct as of the date of this statement, that I have not
knowingl withheld disclosure of any information requested; and that supplemental statements will be promptly
submitted to the City of Corpus Christi, Texas as changes occur.
Certifying Person: _Donny Barstow Title: President
(Type — rrw)
Signature of Certifying Person:
:� fy g � Date: 11/16/2012
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DEFINITIONS
a. "Board member." A member of any board, commission, or committee appointed by the City
Council of the City of Corpus Christi, Texas.
b. "Employee." Any person employed by the City of Corpus Christi, Texas either on a fiill or part-
time basis, but not as an independent contractor.
c. "Firm." Any entity operated for economic gain, whether professional, industrial .or commercial, and
whether established to produce or deal with a product or service, including but not limited . to, entities
operated in the form of sole proprietorship, as self - employed person, partnership,. corporation, joint
stock company, joint venture, receivership or trust, and entities which for purposes of taxation are
treated as non -profit organizations.
d. "Official." The Mayor, members of the City Council, City Manager, Deputy City Manager,
Assistant City Managers, Department and Division Heads, and Municipal Court Judges of the City of
Corpus Christi, Texas.
e. "Ownership Interest." Legal or equitable interest, whether actually or constructively held, in a
firm, including when such interest is held through an agent, trust, estate, or holding entity.
[]Constructively held❑ refers to holdings or control established through voting trusts, proxies, or
special terms of venture or partnership agreements. ❑
f. "Consultant." Any person or firm, such as engineers and architects, hired by the City of Corpus
Christi for the purpose of professional consultation and recommendation.