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Home My WebLink AboutC2016-182 - 5/10/2016 - Approved P001849 eB EPR Implementation FGj Bentley.'u City of Corpus Christi � Laserfiche Integration Change Request rI Version 01v00 Date 01/27/2016 Page 1 of 5 Change request number C002 Bentley project number P001849 The City of Corpus Christi currently utilizes Laserfiche as their enterprise Short description EDMS. After files have finished all necessary processing for Plan Review purposes, they need to be moved to the Laserfiche system for final archive. To accomplish this, a windows Service needs to be created to pull eB data into a specifically formatted XML structure for Laserfiche consumption. The Windows Service will also pull down files related to the requested eB data. All retrieved files and XML will be saved locally to the Windows Service. The windows service will be installed on Corpus Christi local servers. These features were not a part of the scope of services stated in the accepted proposal. This Change Request adds these features. The functionality associated with the integration is described in detail in the long description. Issued by Bentley Systems, Incorporated Issue date January 27, 2016 Status Issued Ei Under discussion ❑ Accepted ❑ Rejected ❑ Reason Impact short description The Laserfiche integration mentioned above and described in detail in the long description will be delivered for the additional fixed fee of $43,750.00. This integration will be delivered as a part of the overall eB EPR Implementation deployment or as a post-deployment implementation. Accomplishing this integration will require additional eB development resources. The City of Corpus Christi deems this enhanced integration essential to project success. Note: Since there is only several weeks required to implement the integration, it is unlikely that the deployment schedule will be affected. Project status The project is in the final development stage, moving into the UAT stage. Acceptance / 4klargie City of Corpus Christi Bentley Approved as to form/ C. RoseGene Mangum "j r r ate: 5 r 3, r tor January 27, 2016 iiw �`ure: 'Ssi-f nt City Attorney .F '--)714 ^^..—For Lity Attorney / C 2016-182 CONFIDENTIALITY STATEMENT, f 9 r:1. 3 , iment,including system ideas and concepts,are coni e 05/10/16 a orrn without the pricyw tten conse of Bendy P f1Q essio!I Service MAX Ord. 030834 III S'°" -.' [�� e f _lam• Bentley Systems, Inc. REBECCA H ERTA ('ITY SECRETARY �`"".,,--.,.........' INDEXED S£CVETADv P001849 eB EPR Implementation 4r-7-- Bentley City of Corpus Christi Laserfiche Integration Change Request Version 01v00 Date 01/27/2016 Page 2 of 5 1 LONG DESCRIPTION OF CHANGE 1.1 REASON Purpose -The City of Corpus Christi currently utilizes Laserfiche as their enterprise EDMS. After files have finished all necessary processing for Plan Review purposes, they need to be moved to the Laserfiche system for final archive. To accomplish this, a windows Service needs to be created to pull eB data into a specifically formatted XML structure for Laserfiche consumption. The Windows Service will also pull down files related to the requested eB data. All retrieved files and XML will be saved locally to the Windows Service. The windows service will be installed on Corpus Christi local servers. These features were not a part of the scope of services stated in the accepted proposal. This Change Request adds these features. Scope—The scope is described in the following bullets: • Bentley will provide a Web Service that will be used to create Laserfiche XML file (defined below), provide access to requested eB files, and data download validation. • Bentley will provide a Windows Service that will provide as a gateway to the Web Service. It will periodically pull call the Web Service to a user configurable folder location. • Bentley is not responsible for Laserfiche operation. • Bentley Windows Service will not communicate directly with Laserfiche. • Bentley will use User Authentication to limit access to Web Service. • Bentley will use HTTPS to communicate between Windows Service and Web Service. • Bentley will not be responsible for securing files and data stored on Corpus Christi servers by the Windows Service. Design Overview-The design will include three primary components. First, a library needs to be created to handle the business logic so that it can be reused if at some point the City wants this process to run in something other than an application service. Next, a web service needs to be created to accept calls from the windows service that will be installed locally and utilize the library that contains the business logic. Lastly, an application service will be built to make calls to the web service as applicable and perform file handling. Deliverables—These are the deliverables: • Web Service to receive calls from local application service and store files (XML and Original) in staging folder • Installable application service to run on Corpus Christi local servers. Dependencies—These are the dependencies: • Corpus Christi must provide a local server and appropriate access for Bentley to install and configure the service CONFIDENTIALITY STATEMENT The contents of this document,including system ideas and concepts,are confidential and proprietary in nature and are not to be distributed in any form without the prior written consent of Bentley Professional Services. Template version 2.00 P001849 eB EPR Implementation t',11•11 Be n tley City of Corpus Christi Laserfiche Integration Change Request Version 01v00 Date 01/27/2016 Page 3 of 5 • Corpus Christi must provide resources to handle actual loading of the files into Laserfiche from staging folder • Corpus Christi must provide resources for testing to ensure objectives are met for Laserfiche Integration Configurable Options on Windows Service - • Root staging folder • Document Attribute/Property used for staging folder naming • Hours between runs • Work Batch size Laserfiche XML Structure—The XML Structure is shown here: XML Element Description <BentleyEPR> <Project> <id>123</id> eB Id of Parent Project Document <name>COM-2015-0003</name> eB Code Property of Parent Project Document <Approval Status>Approved</Approval Status> eB Approval Status Property of Parent Project Document <Class>COMMERCIAL NEW BUILDING</Class> eB Class Property of Parent Project Document <Path>11ATLEPRSRV11CORPUserFilesSource\123</Path> Local Path for Parent Project Document <CreateDate>2009-05-22T17:28:00-05:00</C reateD ate> <EndDate>2009-11-22T17:28:00-06:00</EndDate> <Title>111 Main St</Title> eB Title Property of Parent Project Document <MetadataDefs> <ApplicationNumber>BLDG-2015- eB Application#Attribute of Parent Project Document 00001</ApplicationNumber> <ApplicationType>COM</ApplicationType> eB Application Type Attribute of Parent Project Document <Comments>None</Comments> eB Comments Attribute of Parent Project Document <WorkType>New Construction</WorkType> eB Work Type Attribute of Parent Project Document <SquareFootage>1000</SquareFootage> eB Square Footage Attribute of Parent Project Document <DeclaredValuation>50000</DeclaredValuation> eB Declared Valuation Attribute of Parent Project Document <ReviewStatus>Closed in Infor</ReviewStatus> eB Review Status Attribute of Parent Project Document </MetadataDefs> </Project> <Files> <File> This section will be repeated for every File in Project structure <Fileld>168</Fileld> _ eB Id of the file <Docld>456</Docld> eB Id of file's Container Document <Number>PLN-0001</Number> eB Number property of file's container Document <Filename>La Palmera Storm3.pdf</Filename> • <Filesize>8652</Filesize> <Path>4561168\orig1La Palmera Storm3.pdf</Path> ;Path to file under Project Path <C reati on Date>2009-05-22T17:37:00- 05:00</CreationDate> <PublishDate>2009-05-22T17:37:00- 05:00</PublishDate> j <CopyName>orig</CopyName> File's Copy Name <Version>1<Nersion> eB Version property of file's Container Document </File> </Files> •• </BentleyEPR> Process Flow—The process flow is shown here: CONFIDENTIALITY STATEMENT The contents of this document,including system ideas and concepts,are confidential and proprietary in nature and are not to be distributed in any form without the prior written consent of Bentley Professional Services. Template version 2.00 P001849 eB EPR Implementation Bentley City of Corpus Christi Laserfiche Integration Change Request Version 01v00 Date 01/27/2016 Page 4 of 5 LaserFishe PtAl Fik Wto from e0 C1 Frotess Re4est Return File N.. Get Web serv,ce Time to Process y-1. cmnection nrorrnatkm res ... _.... Connected? sage remrr.ea rie to Log Ertor �' Wa[fcraete ✓s 1.2 STATUS OF PROJECT The project is in the final development stage, moving into the user acceptance test stage. 1.3 ALTERNATIVES There are no viable alternatives other than the changes described above. 2 IMPACT LONG DESCRIPTION 2.1 TO COST The integration described above will be delivered for the additional fixed fee of $43,750.00. 2.2 TO TIMELINE Since there is only several weeks required to implement the integration, it is unlikely that the deployment schedule will be affected. 2.3 TO WBS WORKPACKAGES The integration will not affect current work packages. This is planned to occur at or post deployment. 2.4 TO DELIVERABLES The integration will either be delivered as a part of the overall eB EPR Implementation deployment or as a post-deployment implementation. CONFIDENTIALITY STATEMENT The contents of this document,including system ideas and concepts,are confidential and proprietary in nature and are not to be distributed in any form without the prior written consent of Bentley Professional Services. Template version 2.00 P001849 eB EPR Implementation BentLey City of Corpus Christi Laserfiche Integration Change Request Version 01v00 Date 01/27/2016 Page 5 of 5 2.5 TO TEAM COMPOSITION Accomplishing the integration will require the services of additional eB development resources. 2.6 TO PEP OVERALL No substantial changes will be required to the PEP. The integration will become part of the deliverables. 2.7 TO OTHER DOCUMENTS No substantial changes will be required to other documents. 3 IMPACT OF NOT ACCEPTING THIS CHANGE REQUEST 3.1 TO PROJECT SUCCESS Bentley's understanding is that the City of Corpus Christi deems this integration to be essential to project success. 3.2 TO OBJECTIVES Since the City of Corpus Christi deems this integration to be essential to project success, without it, the overall objectives of the project will not be met. 4 ACCEPTANCE CRITERIA The acceptance criteria for the Laserfiche Integration will be represented in the approved test plan. Payment will be as follows: 80% of the fee when delivered and 20% of the fee upon acceptance. CONFIDENTIALITY STATEMENT The contents of this document,including system ideas and concepts,are confidential and proprietary in nature and are not to be distributed in any form without the prior written consent of Bentley Professional Services. Template version 2.00 CERTIFICATE OF INTERESTED PARTIES FORM 1295 1 of 1 Complete Nos. 1-4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos. 1,2,3,5,and 6 if there are no interested parties. CERTIFICATION OF FILING 1 Name of business entity filing form,and the city,state and country of the business entity's place Certificate Number: of business. 2016-40230 Bentley Systems, Incorporated Exton, PA United States Date Filed: 2 Name of governmental entity or state agency that is a party to the contract for which the form is 04/14/2016 being filed. City of Corpus Christi Dat Acknowledged: `� 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract and provide a description of the goods or services to be provided under the contract. XXX Implement an Electronic Plan Review solution via Bentley MANAGEservices with integration to the City of Corpus Christi's Hansen v8.3 Dynamic Portal permitting software. 4 Nature of interest(check applicable) Name of Interested Party City,State,Country(place of business) Controlling Intermediary Bentley, Barry Exton, PA United States X Bentley, Keith Exton, PA United States X Bentley, Raymond Exton, PA United States X Bentley, Gregory Exton, PA United States X 5 Check only if there is NO Interested Party. ❑ 6 AFFIDAVIT I swear,or affirm,under penalty of perjury,that the above disclosure is true and correct. COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL j LAURIE L.MOYER j )4‘Notary Public UWCHLAN TWP,CHESTER CNTY My Commission Expires Oct 22,2017 Signature of authorized agent of contracting business entity AFFIX NOTARY STAMP/SEAL ABOVE Sworn to and subscribed before me,by the said c 1(i �1 ICe/l'!Q rl this the '4/74-- day of 1 , / 20 1 LQ ,to certify which,witness my hand and seal of office. • -) (it '//l` l i-i/r L M f� N(7 L')1 Signature of o icer adminis ring oath Printed name of officer a�istering oath Title of o er administering oath Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.0.645