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PRICING PROPOSAL AND PROFESSIONAL SERVICES STATEMENT OF WORKPRICING WICCi PRICING PROPOSAL PO Box 2235 Tallahassee, FL 32316 850.701.0725 850.564.7496 fax Received AUG 29 2018 City Attorney Laserfiche Order Complete and return to: finance@mccinnovations.com Client Name: Clearwater, FL Order Date: July 19, 2018 Product Description: Qty. Cost Total ECM SOFTWARE LICENSING FOR RIO O Import Agent for Rio 1 $1,500.00 $1,500.00 Document Management Software and Licenses Total $1,500.00 ANNUAL SOFTWARE SUPPORT/SUBSCRIPTION - BASIC LSAP O Import Agent for Rio 1 $315.00 Annual Support Total For budgetary purposes, the Client should include $315.00 in annual budget for renewal of the items quoted above. Please note that if you subscribe to MCCi's SLA or Training Center, additional user licenses may increase the cost of these items at the time of your next annual renewal. MCCi PROFESSIONAL SERVICES ▪ MCCi Project Management Services *Includes up to 40 1 $7,400.00 remote hours •Please see attached Document Migration Statement of Work for details I1 Service Level Agreement Client Discount 1 Professional Services Total Total Project Cost All Quotes Expire in 30 Days $315.00 $315.00 $7,400.00 ($740.00) $6,660.00 $8,475.00 PAYMENT & BILLING TERMS MCCi will invoice one hundred percent (100%) of the software and support upon delivery of software. If services are included, the balance of the total project will be invoiced upon completion of the proposed professional services, which may be broken up based on the completion date of specific services. Sales tax will be included where applicable. Payment will be due upon receipt of an invoice. Laserfiche software and help files are provided electronically. Hard copy manuals or software are available upon request, for a $50 additional charge. Note: MCCi will prorate the support of this additional software to be congruent with your current Laserfiche system's annual support (LSAP) dates, the purpose of which is to align all software with one support date so maintenance of your account is simple. MCCi will bill for the actual amount of support, which may be higher or lower than quoted. To ensure you are budgeting correctly for future renewals, please add the amount listed in the budgetary note above to your current budgeted renewal amount. MCCI PROJECT -BASED SERVICES To determine which services are included with your project, please refer to the Pricing Section. MCCI PROJECT MANAGEMENT SERVICES MCCi's Laserfiche certified Team Member administer these services and concentrate on defining business requirements and the deliverables that follow. The MCCi Team Member will work with the Client's point of contact to put together a project plan that clearly defines the scope of the Project Management services, ensuring the Client is prepared for the final project implementation. The total number of service hours is limited to the total fee quoted, divided by MCCi's current Project Management rate. CLIENT CONSULTATION The assigned MCCi Project Manager will perform a consultation including a review of current document organization and retrieval practices to determine desired indexing methods, security rules, and other basic system set up needs. Once this information has been gathered and provided to the MCCi Project Manager, the basic folder structure, document naming conventions, and template set-up will be configured prior to onsite training. REMOTE INSTALLATION AND CONFIGURATION Software installation and configuration may occur remotely as part of the Project Management services to ensure the onsite time purchased is focused on the direct objectives. Please refer to the Pricing Section to determine if the onsite time will include installation and configuration. REMOTE TRAINING Project Management services may be utilized for training administrators or users remotely if onsite training is not included. Please refer to the Pricing Section to determine if training was quoted. LASERFICHE LICENSING GUIDE To determine which platform/license are applicable, please refer to the pricing section. Application Servers LASERFICHE PLATFORM ARCHITECTURE Avante Rio Unlimited Subscription Unlimited 1 Repositories 1-15(1 included) Unlimited Unlimited Database Options SQL Express, SQL, Oracle SQL, Oracle SQL Web Admin Console Included Included (Directory Server) Included (Directory Server) FULL USE ACCESS LICENSES Avante Rio Subscription Full Named Users Minimum of 1 Minimum of 25 Minimum of 10 Workflow Included Included Included Snapshot Included Included Included Email Included Included Included Web Access Included Included Included Mobile Access Included Included Included Digital Signatures Add-on Option Included Included Audit Trail Add-on Option (Starter, Standard, Advanced) Included (Advanced) Included (Advanced) Scan Connect Add-on Option Add-on Option Add-on Option Connector Add-on Option Add-on Option Included Forms Essentials * Included with v10.2.1+ Included with v10.2.1+ Included with v10.2.1+ ** Forms Professional Add-on O•tion LIMITED USE ACCESS Avante Add-on O•tion LICENSES Rio Included Subscription Retrieval Named Users Not Available Minimum of 200 Not Available Forms Authenticated Participants # Add-on Option Add-on Option Not Available Participant Users (Subscription) Not Available Add-on Option Add-on Option Community Users (Subscription) Not Available Add-on Option Add-on Option Education Users (Subscription) Not Available Add-on Option Add-on Option Process Users (Subscri .tion) Import Agent Not Available MODULE BASED LICENSES Avante Add-on Option Add-on 0•tion Rio Add-on Option Add-on O•tion Subscription Included Public Portal (WebLink) t Options: Web Distribution (5), Starter (10), Standard (25), Midsize (50), Unlimited Options: Pilot (25), Unlimited (1, 2 or Unlimited Laserfiche Application Server(s)) Options: 25, 50, 100, Unlimited (Per Laserfiche Application Server) Records Management Add-on Option Add-on Option Included Quick Fields tt Add-on Option Add-on Option Included Forms Portal Add-on Option Add-on Option Add-on Option Enterprise Forms Portal # Add-on Option Add-on Option Not Available t Public Portal is licensed per Laserfiche Application Server; Web Distribution version only comes with 1 security profile tt Quick Fields is licensed per machine rather than per user. Multiple Quick Fields modules/options are available dependent upon platform. # Enterprise Forms Portal allows for Forms Portal to be activated on more than one Laserfiche Forms Application Server LASERFICHE DEFINITIONS LASERFICHE IMPORT AGENT Automatically retrieves files stored in a Windows folder and imports them into a Laserfiche repository, performing OCR as part of the process. HARDWARE REQUIREMENTS MCCi will provide necessary consultation upon request, as to the compatibility of current hardware with the Laserfiche System. Changes and recommendations will be made at the time of consultation. Please keep in mind that these are the minimum system requirements (see below) as recommended by MCCi and should be considered independently rather than collectively. Additionally, overhead for virtualization has not been factored in to these requirements. MCCi does not recommend any version of Windows that is approaching or is beyond the "End of Extended Support Date" specified by Microsoft. Client/Scanning Station PC OS Windows 10, Windows 8 or 8.1 (32 or 64), Windows 7 (32 or 64), Windows Vista CPU 2.8 GHz processor or faster Memory 4 GB RAM or more Communications TCP/IP Batch Processing Quick Fields Machine OS Windows 10, Windows 8 or 8.1 (32 or 64), Windows 7 (32 or 64), Windows Vista CPU 2.8 GHz Processor or faster 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 2016, Windows Server 2012 R2, Windows Server 2012, Windows 2008 R2, Server 2008 (Service Pack 2 or Higher) *64 -Bit Edition Only CPU Quad -Core Processor, 2.5 GHz Processor or better Memory 8 -12 GB RAM Communications TCP/IP Database Server Microsoft SQL Server 2008 (Service Pack 3), Microsoft SQL Server 2008 R2 (Service Pack 2), Microsoft SQL Server 2012 (Service Pack 2), Microsoft SQL Server 2014, Microsoft SQL Server 2016. Oracle 10g (10.2.0.5+), Oracle 11g (11.1.0.7+), Oracle 11g R2 (11.2.0.1+), Oracle 12c. Note: Express editions of the above Microsoft SQL Server versions are supported but are only suitable for repositories of fewer than one million pages and five or fewer simultaneously -connected users. Larger or more frequently -accessed repositories will see significant performance issues when using Microsoft SQL Server Express. 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. Laserfiche Workflow Server OS Windows Server 2016, Windows Server 2012 R2, Windows Server 2012, Windows 2008 R2, Server 2008, (Service Pack 2 or Higher) CPU 4 Core Processor, 2.5 GHz Processor or better Memory 4 GB RAM or higher Communications TCP/IP Database Server Microsoft SQL Server 2008 (Service Pack 1), Microsoft SQL Server 2008 R2, Microsoft SQL Server 2012, Microsoft SQL Server 2014, Microsoft SQL Server 2016, Oracle (11.1.0.7+), Oracle 11g R2 (11.2.0.1+), and Oracle 12c "Express" Editions of the above Microsoft SQL Server versions are supported Laserfiche Audit Trail Server OS & IIS Internet Information Services (115): IS 7 (Windows Server 2008), IIS 7.5 (Windows Server 2008 R2), 115 8 (Windows Server 2012), IIS 8.5 (Windows Server 2012 R2), IIS 10 (Windows Server 2016) CPU Dual Core Processor, 2.5 GHz Processor or better Memory 4 GB RAM Communications TCP/IP Local Storage C:\ Drive with 40GB or greater available Database Server Microsoft SQL Server 2008 (Service Pack 1), Microsoft SQL Server 2008 R2, Microsoft SQL Server 2012, Microsoft SQL Server 2014, Microsoft SQL Server 2016, Oracle 11 g (11.1.0.7+), Oracle 11g R2 (11.2.0.1+), and Oracle 12c Express Editions of the above Microsoft SQL Server versions are supported LaserficheMemory Connector 05 Windows Server 2008 (Service Pack 2 or Higher), or Windows Vista (SP2+) and Later CPU 2.93 GHz or Faster 4 GB RAM Software Requirements Laserfiche Server version 9.0 or later if using Laserfiche Connector with the Laserfiche Client Laserfiche Server version 8.3 or later if using Laserfiche Connector with Web Access Laserfiche Web Client version 10.2 or later to use the assign template and fields action, the import action, or the show search count option with Web Access. Web Module Server(s) Required if Installing "Web Access/Client" or Public Portal - "Weblink" OS & 115 Internet Information Services (IIS): IS 7 (Windows Server 2008), 115 7.5 (Windows Server 2008 R2), 115 8 (Windows Server 2012), IIS 8.5 (Windows Server 2012 R2), IIS 10 (Windows Server 2016) CPU Dual Core 2.8 GHz or faster processor Memory 2 GB RAM or more Viewer Web Browser (minimum versions): Laserfiche Web products operate most efficiently when using Internet Explorer 11 or later. Other supported browsers are Microsoft Edge, Firefox, Safari and 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 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 WebLink; they are not available for other applications. OCR Scheduler for Laserfiche OS Windows Operation Systems: 32 & 64 bit Requirements Laserfiche Version 9 Server (runs as a service), Laserfiche Version 9 Client. Recommendation 1 dedicated Laserfiche Named User license 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: hLtp://laserfiche.com/static/Resources/scanlist.html Laserfiche Forms Laserfiche Server Version 9 or higher, Avante or Rio licensing model Web Server Internet Information Services (115): IS 7 (Windows Server 2008), 115 7.5 (Windows Server 2008 R2), IIS 8 (Windows Server 2012), IIS 8.5 (Windows Server 2012 R2),115 10 (Windows Server 2016) CPU 4 Core or more Memory 8 GB RAM or more Note Hardware requirements may fluctuate based on the number of users logged in to the server. If you expect to have many simultaneous connections to your Laserfiche Forms server, we encourage you to configure it with a faster CPU and/or add more RAM. Database Server Microsoft SQL Server 2008, 2008 R2, 2012, 2012 R2, 2014, 2016 and 2017 *Express Editions of the above Microsoft SQL Server versions are supported Client Users can fill out forms that start a process in Chrome (latest version), Safari (Mac only), Firefox (latest version), Internet Explorer 11 and later, Edge, Opera. The Laserfiche Forms inbox, Form Designer, Process Modeler, Administrative pages, etc. must be viewed in Internet Explorer 11, Edge, Firefox (latest version), or Chrome (latest version). Laserfiche Forms also supports mobile browsing (Chrome, Firefox, and Safari recommended). Prepared For: Clearwater, FL Project Name: Data and Document Migration Presented By: Amanda Sommers PROFESSIONAL SERVICES STATEMENT OF WORK Issued: July 19, 2018 KCCi TABLE OF CONTENTS PROJECT OBJECTIVES 3 PROJECT STAKEHOLDERS 4 GENERAL INFORMATION 4 MCCI SOW PREPARATION INFORMATION 4 CLIENT DECISION MAKER 4 CLIENT PROJECT STAKEHOLDERS 4 MILESTONES & DELIVERABLES 5 EXCLUDED 6 CLIENT COMMITMENTS 7 CHANGE ORDER PROCESS 7 ISSUE ESCALATION 8 TERMS & CONDITIONS 9 APPENDIX A- DETAIL DESIGN SPECIFICATIONS 10 APPENDIX B - CHANGE ORDER TEMPLATE 11 BACKGROUND The City of Clearwater's Laserfiche Rio implementation is being used throughout the City and Police Department. IT has identified a Targe volume of data stored on shared drives and SQL databases from legacy police system that would like to be imported, named and filed into the current Laserfiche system. PROJECT OBJECTIVES • Clearwater will be able to migrate LERS and ReportBeam records from a shared drive into Laserfiche on a schedule and have them automatically file in Laserfiche. • Clearwater will be able to migrate data from their current M&I database into Laserfiche Templates for easy searching. MCCI - STATEMENT OF WORK 3 PROJECT STAKEHOLDERS GENERAL INFORMATION PROJECT NAME PROJECT MANAGER CLIENT BUSINESS OWNER PROVIDER SINGLE POINT OF CONTACT Data and Document Migration TBD Jeremy Williams Jeremy Williams MCCI SOW PREPARATION INFORMATION AUTHOR DATE PHONE NUMBER E-MAIL Amanda Sommers 7/18/2018 850.701.0725 x 1673 asommers@mccinnovations.com CLIENT DECISION MAKER NAME TITLE AND ORGANIZATION SIGNATURE APPROVAL DATE Jeremy Williams IT Manager, Clearwater CLIENT PROJECT STAKEHOLDERS NAME TITLE AND ORGANIZATION EMAIL PHONE NUMBER Jeremy Williams IT Manager, Clearwater lereraymilliamsccornyclearwater.com 727.562.4842 MCCI - STATEMENT OF WORK 4 MILESTONES & DELIVERABLES Milestone Detail #1: Template, Folder Structure, and Security Creation MCCi Project Manager, while remotely connected to Clearwater's Laserfiche system, will create the up to three(3) templates with up to twelve(12) fields on each and a folder structure for the following system records - LERS system up to six(6) record types - ReportBeam system up to four(4) record types - M&I Data up to one(1) record type Note: Security considerations will be set based on the type of record. Security can include at the folder level or a security tag. #2: Install and Configuration of Import Agent MCCi Project Manager, while remotely connected to Clearwater's Laserfiche system, will work with Clearwater's IT team to install Import Agent and configure up to two(2) import profiles that run on a schedule, defined by Clearwater, to import documents located on Clearwater's shared drive. These documents will be from the LERS and ReportBeam systems. The name of the documents will reflect a unique case or report number. See Appendix A: Detailed Design Specification for more information. Note: OCR and PDF conversion to TIFF should be part of all Import Agent Profiles #3: Creation of Filing Workflows MCCi Project Manager, while remotely connected to Clearwater's Laserfiche system, will create up to two(2) filing workflows that will query either the LERS or ReportBeam databases to retrieve case/report information to fill out the Laserfiche Template created in Milestone #1 and file according to the folder structure defined in Milestone #1. Note: Clearwater will provide the SQL queries and access to both LERS and ReportBeam needed to retrieve the information based on the case/report number. If no case/report number is available or found, manual data entry will be required. MCCI - STATEMENT OF WORK 5 #4: Import M&I Data MCCi Project Manager, while remotely connected to Clearwater's Laserfiche system, will create one(1) workflow to take approximately 1.6 million lines of data in a SQL database and create a blank record for each line in Laserfiche and apply up to twelve(12) template fields, setup in Milestone #1, associated with each line item. The blank record will be filed in according to the folder structure determined in Milestone #1. See Appendix A: Detailed Design Specifications for more information. Note: Clearwater will provide the SQL queries and access to the M&l data needed to accomplish this Milestone. #5: MCCi Alpha Testing MCCi Testing team will conduct full Alpha testing of the all workflows built. #6: Configuration Knowledge Transfer MCCi will conduct a knowledge transfer with both Clearwater's IT and Clearwater's MCCi LAS Representative of what has been configured and how to monitor the transfer of data. #7: System handoff Client will go live with the system EXCLUDED • MCCi will not be responsible for assigning an external URL for Laserfiche Forms or Web Access. • MCCi will not be responsible for creating or maintaining a Laserfiche backup and recovery plan. • MCCi will not create training documentation for these processes. • MCCi is not responsible for final testing prior to The Client going live with the system and configurations. • MCCi will not configure approval/review routing of records. This will be a filing workflow only. • MCCi will not create an record images for metadata that is not associated with an image already. ASSUMPTIONS • Client has Laserfiche Workflow installed and configured to work with their Laserfiche Repository. • Client will purchase Laserfiche Import Agent. MCCI - STATEMENT OF WORK 6 CLIENT COMMITMENTS Commitment Responsible Provide RemoteNPN or attended access to servers hosting related applications to project. Client's IT Provide a testing team to complete User Acceptance Testing (UAT) within two weeks of the completion of development. Client's IT Client will be responsible for all final testing and confirmation that process functions as described within this statement of work including change orders when applicable. Client's IT Client will provide all necessary access and queries to the SQL databases for LERS, ReportBeam, and M&I Client's IT CHANGE ORDER PROCESS As this project progresses, it may be necessary to amend the Statement of Work (SOW). The Client understands that any change to the original SOW will affect the total hours billed and may extend the date of project completion. If necessary, the client will send a written request to MCCi outlining a requested change. MCCi will assess the change and provide the customer with a formal Scope Change Statement of Work be completing a Change Order request that must be signed by the client. This revised SOW will include the full scope of the change request, as well as any additional cost that may be necessary to implement the change. The Change Order template can be found in Appendix B of this Statement of Work. It may be necessary to halt work on this project while the client reviews the Scope Change. After receiving the Scope Change Statement of Work, the client must return a signed approval of the Scope Change to MCCi before work may proceed on the project. MCCI - STATEMENT OF WORK 7 ISSUE ESCALATION Mechanisms for problem resolution and issue escalation. The following contact information is used for resolution and escalation by The Client of any unresolved issues and tasks. MCCi will acknowledge escalations in writing to include steps toward escalation resolution. Name Responsibility/Role Contact Number Email Justin Atwell Director of Professional Services, MCCi 850-701-0725 Ext. 1674 jatwell@mccinnovations.co m MCCI - STATEMENT OF WORK 8 TERMS & CONDITIONS Professional Services Pricing and Billing: MCCi has included an estimated amount of professional services. Actual amounts billed may vary based on the final SOW, change orders, and other such factors. Billing in excess of the project estimate requires the Client's approval and will be based on the amount of services utilized. Professional services are billed on a monthly basis. Business Process Configuration Service SOW Drafting/Approval: The drafting process is a collaborative effort in which the client must provide accurate data in order for the SOW to thoroughly reflect requirements. If the data provided by the client is inaccurate or incomplete, Change Orders and an increased budget may be necessary. The time spent by MCCi's Project Management staff to draft the SOW has been included in the not to exceed project cost. Additional Configuration Services: It is likely that Business Processes will change or that enhancements to the configured Business Processes will be requested after this project is completed. With the exception of Clients who pre -pay for block professional services time, The Client will be charged based on the then current MCCi professional service rate for any additional Business Process Configuration Services requested, quoted to, and approved by The Client. Software Licensing Needs: Any additional software licensing needs related to this service/process configuration, have not been considered or included as part of the scope of services. The Client is responsible for ensuring that the required software licensing is available. Client Staffing Changes: In the event that the primary Client contacts change during the project, a change order may be required for training time and other related process changes caused by the staffing change. MCCi Software Configuration Services: The customer may elect to contract with MCCi to configure the software. The customer is responsible for testing all software configurations completed by MCCi. By acknowledging this testing requirement, the customer waives any and all liability to MCCi for any fees, damages, etc., that could be related to software configurations. Infrastructure/Hardware: It is The Client's responsibility to ensure that adequate hardware/infrastructure is in place and capable of handling the extra resources that may be required to support the Business Process Configuration, related software, etc. Use of Basecamp: Through the course of this project, MCCi may choose to utilize the third -party service Basecamp (http://www.basecamp.com) for project management and team collaboration. Documentation and correspondence exchanged between MCCi and The Client may be stored in Basecamp. The Client acknowledges that Basecamp is responsible for secure storage of this documentation and agrees that Basecamp's security guidelines located at http://basecamp com/securiv are acceptable for the storage of The Client's data and correspondence exchanged with MCCi. Project Management Hand -Holding Services: This is an optional service. If listed within the deliverables, included is an "up to" amount of post implementation hand holding services allowing the client continued access to project team after the delivery of described services. These services are to be leveraged by the client to discuss any change management procedures, minor modifications & adjustments to process, strategy meetings and remote (unless onsite is specified) assistance with rollout. The hand -holding period will either start the day after the last day of training outlined in contract or after the delivery of all services rendered including any change orders when training was not included. These services will be discontinued (30) thirty calendar days after the start date. MCCI - STATEMENT OF WORK 9 APPENDIX A - DETAIL DESIGN SPECIFICATIONS • All LERs record follow a naming convention of "Year-CaseNumber". The Case Number will be used to query the database in order to retrieve additional metadata. The Year, Type, and Case number is the most important metadata. • All ReportBeam records follow a naming convention of "Report Number". The Report Number will be used to query the database in order to retrieve additional metadata. • All records to be imported will be PDFs that will be converted to Tiff images and OCR'd when moved to Laserfiche. • The M&I data will have 12 columns of information that Workflow will transfer to template fields on a blank document. No actual record image will be generated. MCCI - STATEMENT OF WORK 10 APPENDIX B - CHANGE ORDER TEMPLATE MCD Project Change Request **TEMPLATE** (Insert Date of Change Order) Change Request Overview The ******* has requested a change to the services described in the ******* Project Statement of Work. The change requested will include development and project management services provided by MCCi resources to develop and unit test software enhancements, etc. Change Request Impact MCCi will utilize time from development resources to develop and unit test the specified enhancements while continuing to work on completion of the deliverables within the ******** =Project Statement of Work. The programming and testing services will be included as an item on the MCCi task list and prioritized as appropriate by the client. Change Cost It is estimated that this change will add *** hours/days of ***** time. Therefore, up to $X will be billed by MCCi for delivery of these enhancements. Change Approval The changes, impact, and costs as described above are agreed to by MCCi and client. MCCi By: Printed Name: Title: By: Printed Name: Title: MCCI - STATEMENT OF WORK 11 Countersigned: By: ILU:-.14,L, /6. 41-0-(2):Tr' William B. Home II City Manager Appro -d as to farm: en Kohler Assistant City Attorney CITY OF CLEARWATER, FLORIDA Attest: Rosemarie Call City Clerk