Loading...
HomeMy WebLinkAboutItem 12 Approval of a Contract with MCCi to Upgrade the City’s Laserfiche Electronic Document Management System for Software, Installation, Training and One (1) Year of Technical Support Ocoee florida AGENDA ITEM COVER SHEET Meeting Date: December 3, 2019 Item # Ic2 Reviewed By: Contact Name: Jack A. Butler, Director Department Director: Contact Number: 407-554-7063 City Manager: / /� Subject: Authorize a contract with MCCi to upgrade the city's Laserfiche electronic document management system at a total cost of $55,957.39 for software, installation, training, and the first year of technical support using existing budgeted funds. Background Summary: The Adopted FY 2020 Budget for capital expenditures includes $60,000 to upgrade the city's Laserfiche electronic document management system. The purpose of the upgrade is to enhance the existing capabilities to include new features, such as the ability to create digital forms, greatly improve staffs ability to retrieve information, establish a public portal for document requests, add workflow management for document processing, and increase the permitted number of simultaneous users. Laserfiche refers to this upgraded level of software using the term Rio Enterprise Platform'. The cost of the new software enhancements is a net of $40,707.39 after considering the present value of our existing Laserfiche software licenses. In addition, the upgrade proposal includes $15,250 for professional services related to installation assistance, staff training, and workflow configuration for up to 15 document types. Together, the total proposed expenditure is $55,957.39, which is less than the approved budget allocation. MCCi, a subsidiary of Municipal Code Corp. (Tallahassee, FL), is the authorized Laserfiche dealer/consultant for local government clients in Florida. Issue: Should the proposed software license and service agreement costing $55,957.39 be accepted? Recommendation: Staff recommends that the proposed software license and service agreement be accepted by the City Commission with the Mayor being authorized to execute any required agreements. The proposed final agreement will be reviewed by the City Attorney, who may make recommendations regarding revisions to the draft agreement. Staff additionally recommends: (1) the City Manager be authorized to make minor changes to the terms and costs of the final agreement; (2) staff be able to acquire such ancillary items as additional server data storage capacity needed to implement the total solution; and (3) these actions be constrained by the limits of the project budget. Attachment: Price proposal from MCCi. Financial Impact: The Adopted FY 2020 Budget includes $60,000 for "Upgraded Laserfiche System" with the funds allocated to Job A000005 and GL Account No. 317-516-00-6405. The total cost of the proposed software license and consulting services acquisition is $55,957.39, which is less than the budgeted amount. This total price is determined by the net present value of $77,026.56 for the city's existing software license, which serves as a credit for the upgraded system; the $86,975.00 cost of the Laserfiche Rio Enterprise Platform; $30,758.95 for the first year of technical and software licensing for up to 99 simultaneous users; and $15,250.00 for professional services. The city should receive a credit for the remaining portion of its current annual support contract ($19,854.45 for FY 2020), with the amount dependent upon the date of transition. This credit will reduce the cost of the upgrade and potentially provide additional budgeted funds for the acquisition of additional data storage capacity and other hardware or software needed to implement the complete solution. Type of Item: (please mark with an"x") Public Hearing For Clerk's Dept Use: Ordinance First Reading x Consent Agenda Ordinance Second Reading Public Hearing Resolution Regular Agenda x Commission Approval Discussion&Direction Original Document/Contract Attached for Execution by City Clerk X Original Document/Contract Held by Department for Execution Reviewed by City Attorney N/A Reviewed by Finance Dept. � (�{j� �,� N/A Reviewed by ( ) N/A Prepared For: Ocoee, FL Presented By: Michael Niezgoda ECM SOLUTION Issued: October 25, 2019 wicci r6CCi CORPORATE OFFICE MICHAEL NIEZGODA,JR. Sales Department Account Manager 1958A Commonwealth Lane•Tallahassee,Florida 32303 (850)701-0725 ext. 1752 Phone(800)342-2633•Fax(850)564-7496 michaeln@mccinnovations.com October 25, 2019 Mr.John Haas City of Ocoee 150 North Lakeshore Drive Ocoee, FL 34761 Dear Mr. Haas: I enjoyed speaking with you regarding MCCi's Laserfiche software and services.While reviewing the enclosed Professional Services Proposal, please keep in mind the following advantages of being a MCCi client: Leading Provider- MCCi is the leading provider of Laserfiche in the world and a Laserfiche Platinum Solution Provider. Professionals-All MCCi's professional services team members acquire and maintain Laserfiche Gold Certification. In addition,they have undergone a thorough background check and security awareness training. Public Sector Focus- MCCi was created by Municipal Code Corporation to focus on innovative technologies for the public sector. MCCi provides Laserfiche software and services to entities including Cities,Counties, State Agencies,Special Districts, School Districts, Law Enforcement,and more. Specialization in Enterprise Solutions- MCCi Project Managers provide implementation and training services to help deploy your Laserfiche solution across the Enterprise.We work with you on your initial project plan, knowing that one-day Laserfiche will be used across the entire organization.This methodology helps you meet this goal within your desired time frame,whether it be an immediate objective or part of a multi-year plan. Superior Support- MCCi utilizes a multi-layered support team geared towards offering each client multiple contacts to enhance the usage of every product implemented.We offer support through our help desk, email,and toll-free number,and we also have an online support center that gives end users access to training manuals,"how to"checklists,training videos,a knowledge base,and software updates. Robust Resources-Whether it is integration, scanning and indexing services,an electronic forms solution, etc., MCCi has additional solutions that are complementary to Laserfiche,while allowing you to work through one vendor for best of breed solutions. If you have any questions concerning our proposal or desire additional information, please do not hesitate to contact me.We appreciate your interest and hope that we will have the pleasure of working with you. Sincerely, Michael Niezgoda,Jr. Account Manager TABLE OF CONTENTS About MCCi 6 Why Our Clients Love Us? 6 Our Culture 6 Our Team 6 Proposed Solution 8 Laserfiche Rio 9 Pricing Section 10 Payment&Billing Terms 12 Optional Pricing 13 Project-Based Services 13 MCCi Professional Services 13 Laserfiche Filing Workflow Configuration 13 Business Process Configuration Services 14 Laserfiche Forms Services 14 Laserfiche Connector Integration Configuration &Training 14 Ratchet-X Configuration Services 15 Laserfiche-SharePoint Integration Assistance 15 Laserfiche Energov Integration Configuration &Training 16 Laserfiche NEOGOV Integration Implementation Services 17 CITIES DIGITAL DocuSign INTEGRATION CONFIGURATION SERVICES 17 Docs on the Cloud Server Instances 17 MCCi Consulting Services 18 Business Process Requirements Gathering 18 Business Process Analysis 18 Gap Analysis 18 Laserfiche Consulting Services 19 Records Management Consulting 19 Enterprise System Review of Laserfiche 19 Training Services 20 Laserfiche Training Services 20 Records Management Module Training 20 Business Process Automation Training 20 Laserfiche Workflow Configuration Training 21 Laserfiche Forms Training 22 Professional Services&Annual Subscription Packages 23 Managed Services(MS) 24 Laserfiche Administration Services(LAS) 24 The Training Center for Laserfiche 25 Laserfiche Licensing Guide 26 Laserfiche Definitions 27 Integration Descriptions 32 MCCI Initial Installation Standards&Procedures 35 Recommended Hardware Requirements 36 Terms and Conditions 38 Signature Page 40 EXECUTIVE SUMMARY What once was a simple document imaging solution has evolved into a complete Content Services platform to serve the enterprise. In addition to native and core document/records management functionality, Content Services platforms continue to mature and address increasingly complex business processes and problems. Where to start. MCCi leverages and recommends the Digital Transformation Model; an industry accepted five- phased approach to transform your office into a digital workplace.This model provides a structured framework for content services, process automation,analytics,and more. Often,technology is implemented in one department,and the interest of other departments quickly grows.The Digital Transformation Model provides guidance whether you are one department or looking to go enterprise-wide. PHASE 1 PHASE 2 PHASE 3 PHASE 4 PHASE S Digitize Organize Automate Streamline Transform • li •l 4111110 ■ v Create an electronic Easily categorize Improve accountability Gain more visibility Drive innovation by filing cabinet by your documents by digitizing your Into your operations leveraging predictive converting your and manage them business processes and increase the analytics and insight to documents from in a secure.central with easy-to-use efficiency of cross- transform processes. paper to digital location. electronic forms, functional processes. Selecting a solution. In 1999,we searched for a solution with company stability,growth,and service commitment to the clients. In our search for the best overall Content Services platform, Laserfiche made the decision easy as they are focused on the development of a solution that meets the demands of clients while being economical, scalable and usable. Laserfiche is a unified solution that manages all documents and records, regardless of location or media type. Since 1987, Laserfiche has been a trusted solution of more than 35,000 organizations worldwide.As a privately- held company, Laserfiche is a platform for automating business processes from start to finish with the flexibility to integrate with your existing solutions.We strive to protect your current investments and create seamless integrations for the organization to maximize efficiencies and return on investment. Laserfiche is unique in the market in that every product created is done so from the ground up with an internal development team.This makes all solutions seamless and integrated, unlike other companies that tend to purchase other products and merge them into their platform resulting in cumbersome solutions that are not user-friendly. Selecting the right service provider is equally important.The solution can be the best fit for your organization, but if you select the wrong service provider,you will be faced with unexpected challenges that result in a delayed or failed project.Your provider should be the best in the industry with in-depth expertise, resources and a steadfast commitment to client success. Gartner, Inc. cites this as the most important decision when embarking on a transformation project. Expertise does not come overnight; it comes with time, projects, and learning best practices over a wide range of clients. Part of evaluating the provider's stability should include how long the provider has been in business,their reputation in the industry,their knowledge about your business model,and the strength and size of their team members in support and client relations. A trusted partner is more than just another set of hands; it is a fresh set of eyes, ideas,and innovation they bring to the table. Partnering involves trust and commitment from both parties to achieve successful project implementation. MCCi I Page 5 of 40 ABOUT MCCI Our story goes back to the 1950s. MCCi originated from Municode,who manages the code,ordinances,and websites of more than 4,500 municipalities. In 2003,the company's growth led to MCCi becoming a separate company and expanding its services to all types of government agencies, as well as commercial businesses. Fast forward and look at us now! MCCi is committed to leading the industry, staying abreast of technology,and focusing on the needs of our clients so that everyone-our clients and our employees-flourish. MCCi has grown to more than 85 employees nationwide. We pride ourselves in the fact that many of our clients'successes are widely recognized as Laserfiche Run Smarter winners, industry-specific award winners,and frequently published as leaders in their fields. Most recently, Inc. Magazine recognized MCCi as an Inc.5000 fastest-growing private company in the United States. Additional noteworthy recognition includes Best Companies to Work, Microsoft Gold Certified Partner, and the only Laserfiche Platinum Certified Solution Provider,to name a few. municode Laserfiche r4CCI TheTrainingCenter ®JustFOIIA got IC!a `"} 0 0 0 0 0 0 0 1951 1998 2003 2012 2013 2014 2016 WHY OUR CLIENTS LOVE US? It is no secret.The answer is in the numbers. MCCi serves more than 1,100 clients nationwide in 46 states. We are focused on providing top-notch service to fit the needs of our clients in the best way.We are more than their service provider;we are their partner. Our culture is to put the client's needs first. OUR CULTURE We are fanatical about client success.Success starts with • our eagerness to understand our client's goals. We are a partner, not just a vendor.We demand - every member of our team understands and practices 4 ++ the foundation of a long-term relationship: v , communication,caring, and commitment. We innovate and evolve.Our growth initiatives are based on what our clients need and where they are headed. We understand that we must continuously evolve and improve to support our clients. We are unreasonably picky about our teammates.We believe the execution of team goals requires excellence at every level. Each team member must enjoy hard work and excel at doing their part.We expect and empower our team to grow, professionally and personally. OUR TEAM MCCi is a leading Laserfiche provider,focusing on customer service in every aspect of your project.As a client, you will receive access to our highly trained staff and support services,such as: MCCi I Page 6 of 40 • PROFESSIONAL SERVICES Our Project Services team is made up of Laserfiche Gold Certified, highly-trained professionals in the areas of implementation,workflow processes, integrations,and more to help you implement a well-thought-out enterprise system based on your organization's needs and business processes. 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 online Training Center for Laserfiche resources, remote and onsite training options are available. TECHNICAL SUPPORT Once your project is complete,you will have access to our technical support team for troubleshooting and for support your Laserfiche solution. Our team can be easily reached by email, phone, or our online support center. The Laserfiche Software Assurance Plan (LSAP) helps preserve and extend the benefits of your original solution investment by providing you access to the assistance needed to ensure that you maximize system uptime.When you subscribe to an LSAP,you receive the following benefits: • First-tier support from MCCi to resolve Laserfiche software errors • 100%upgrade credit for your existing software(in the event of a platform upgrade) • 24-hour FTP and Laserfiche support website for downloading free Laserfiche software updates • Technical bulletins, newsletters, and educational webinars CLIENT RELATIONS You will have a dedicated team of an account executive and account manager that you can directly contact.We believe in a proactive support methodology,which begins with client education, excellent service, and communication. • Identify any needs that could easily be addressed by the current system • Available as a resource for questions and answers, best practices, how other clients are using the system with the use of documented case studies, support center,etc. • Available for continued education for existing and new users within the organization with webinars, seminars,workshops, user groups,and more • Dedicated sales support team for pricing inquiries and budgetary information • Annual support renewal notifications to ensure your renewal process is timely and accurate MCCi I Page 7 of 40 PROPOSED SOLUTION MARKET LEADER Since 1987, Laserfiche ECM has been trusted by more than 35,000 organizations worldwide. Over 5 million users use Laserfiche on a day to day basis. Laserfiche is unique in the market in that every product created is done so from the ground up with internal development staff.This makes all solutions seamless and integrated unlike other companies that tend to purchase other products and merge them to their platform resulting in cumbersome solutions that are not user friendly. MCCi is proposing the enclosed Laserfiche software and MCCi's Professional Services for your organization.With capabilities ranging from electronic records management to document routing,electronic forms,and integrations, Laserfiche ECM is a powerful solution that enables the entire enterprise. Please keep in mind some of the features of Laserfiche: USER FRIENDLY Laserfiche is very easy to learn, navigate,and use.With a folder structure similar to Windows Explorer, Laserfiche will seem familiar to your staff,giving them the confidence to begin scanning and retrieving documents almost immediately after installation. COMPREHENSIVE SECURITY Laserfiche Comprehensive Security allows you to control and administer the security of your documents.You determine what functions, such as scanning and printing, each staff member may use. INTELLIGENT SEARCH The Laserfiche Search Engine is a powerful tool to help users find the documents they need during their day-to- day processes, including full-text search, index search,and document and folder name.The Laserfiche full-text search unlocks the contents of your documents; if you need to find a word or phrase within a document, Laserfiche retrieves it immediately.An easy Google-style toolbar is available for searching as well. INTEGRATION Laserfiche is the central repository for records in your organization and allows you to integrate other main line- of-business solutions easily.Whether you are looking for a way to integrate with a departmental solution, ERP solution, Microsoft Office application or SharePoint, etc., Laserfiche has options available to reduce duplicate data entry and provides seamless access to your records. E-FORMS&BUSINESS PROCESS AUTOMATION Laserfiche allows users to capture information while automating and transforming business processes. Users are finding efficiencies by reducing the time processes take and giving users access to information instantaneously through the implementation of Laserfiche Forms and Laserfiche Workflow, resulting in cost savings for the organization. MOBILITY&WEB TOOLS Mobile devices are now used in organizations for day-to-day operations. Laserfiche has options available to ensure you can access Laserfiche from these devices and perform related actions quickly on the go.There are also options to give your outside citizens/customers access to records through the web to promote transparency and decrease records requests. MCCi I Page 8 of40 LASERFICHE RIO MCCi is recommending the Rio Enterprise platform for your organization. Laserfiche Rio seamlessly combines traditional enterprise content management(ECM)functionality with powerful business process management, auditing tools,and security.This platform is designed for clients like you,who innovate and evolve with changing technologies,digitally transforming their organization and expanding business processes across the enterprise. By providing unlimited document repositories and servers, Laserfiche Rio supports development,testing,staging and production, putting you in complete control of your business processes and system design.With capabilities ranging from records management to document routing, electronic forms, and digital signatures, Laserfiche Rio provides an easy-to-use,cost effective platform for automating day-to-day business processes. 11 �► ISI � - � JL MCCi I Page 9 of 40 PRICING KCC j Upgrade to Rio Product Description: Qty. Cost Total EXISTING LASERFICHE SOFTWARE SYSTEM CONFIGURATION ▪ Laserfiche United Server for MS SQL -1 $6,720.00 ($6,720.00) [J1 Laserfiche United Server for MS SQL Additional Repository -1 $3,495.00 ($3,495.00) • Laserfiche Records Management Module -1 $6,000.00 ($6,000.00) ▪ Laserfiche Full User -28 $523.33 ($14,653.24) Laserfiche Retrieval User -45 $208.33 ($9,374.85) Laserfiche Snapshot Plug-in -28 $95.00 ($2,660.00) • Laserfiche Email Plug-in -38 $76.67 ($2,913.46) Laserfiche Plus Plug-in *Per Station -1 $3,825.00 ($3,825.00) ▪ Laserfiche ScanConnect 10-Pack -4 $915.00 ($3,660.00) Q Laserfiche WebLink -1 $7,991.67 ($7,991.67) • Laserfiche WebLink Additional Repository -1 $1,250.00 ($1,250.00) ▪ Laserfiche Import Agent -1 $1,491.67 ($1,491.67) • Laserfiche Advanced Audit Trail Module -1 $7,991.67 ($7,991.67) ▪ Laserfiche SDK -1 $2,500.00 ($2,500.00) ▪ Integration Express-GIS First Layer -1 $2,500.00 ($2,500.00) Existing Software Credit Total ($77,026.56) ECM SOFTWARE LICENSING FOR RIO • Laserfiche Rio Records Management Edition Full Users(50-99 Users) 50 $916.30 $45,815.00 El OCR Scheduler for Laserfiche-Requires one dedicated Laserfiche User 1 $1,500.00 $1,500.00 License Laserfiche Rio Forms Professional (50-99 Users) 50 $83.30 $4,165.00 ▪ Laserfiche Rio Forms Portal 1 $7,995.00 $7,995.00 [✓� Laserfiche Rio Pilot Public Portal 1 $25,000.00 $25,000.00 Includes Weblink software and 25 Weblink-only retrieval connections. ▪ Laserfiche Rio SDK 1 $2,500.00 $2,500.00 Document Management Software and Licenses Total $86,975.00 ANNUAL SOFTWARE SUPPORT/SUBSCRIPTION-BASIC LSAP • Laserfiche Rio Records Management Edition Full Users(50-99 Users) 50 $192.89 $9,644.25 0 OCR Scheduler for Laserfiche-Requires one dedicated Laserfiche User 1 $346.50 $346.50 License ▪ Laserfiche Rio Pilot Public Portal 1 $5,250.00 $5,250.00 Includes Weblink software and 25 Weblink-only retrieval connections. MCCi Page 10 of 40 0 Laserfiche Rio Forms Professional (50-99 Users) 50 $17.54 $876.75 Laserfiche Rio Forms Portal 1 $1,678.95 $1,678.95 Q Laserfiche SDK 1 $787.50 $787.50 ▪ Laserfiche Administration Services, Level 1 1 $4,455.00 $4,455.00 Laserfiche Administration Services needs are estimated based on the current software components provided herein:up to 30 hours. • Training Center 50-99 Users 1 $3,920.00 $3,920.00 ▪ MCCi SLA 50-100 Laserfiche Users 1 $3,800.00 $3,800.00 Receive front of the que support and up to 10%off future professional service engagements—full SLA document available upon request Annual Support Total $30,758.95 For budgetary purposes, the Client should include$30,758.95 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 • Laserfiche Filing Workflow Configuration *Up to 15 Document Types 1 $4,100.00 $4,100.00 • Records Management Module Training, per day 2 $2,500.00 $5,000.00 *Travel expenses included. •1 Day Records Management Training •1 Day of End User Training ▪ MCCi Professional Services *Includes up to 30 remote hours 1 $6,150.00 $6,150.00 •Project planning and requirements gathering •Install and configuration of Laserfiche Rio application server and repository •Activation and security configuration of Laserfiche User Licenses •Install and configuration of Laserfiche Forms and Forms Portal •Install and configuration of Public Portal •Does not include Records Management training •Does not include Forms and Workflow training Professional Services Total $15,250.00 Total Project Cost $55,957.39 All Quotes Expire in 30 Days MCCi I Page 11 of 40 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 I Page 12 of 40 MCCI PROJECT-BASED SERVICES To determine which services are included with your project,please refer to the Pricing Section. MCCI PROFESSIONAL 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 general timeline with roles and responsibilities that clearly defines the scope of the Professional 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 Professional Services 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 Professional 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 Professional Services may be utilized for training administrators or users remotely if onsite training is not included. Please refer to the Pricing Section to determine if training was quoted. LASERFICHE FILING WORKFLOW CONFIGURATION MCCi's Laserfiche Filing Workflow Configuration Services are designed to be highly collaborative.The goal is to provide a customized process that allows your organization to archive specified records in a proper format and location that is consistent with your organization's standards.To execute, MCCi's team of expert Project Managers and System Engineers will work with the Client's Project Manager to build a Business Process in the Client's Laserfiche environment. MCCI DELIVERABLES • Configure a Laserfiche Workflow including(Up To 15 Documents)for archival • Includes renaming of documents • Routing to appropriate folder structure • Consultation with a MCCi Project Manager CLIENT DELIVERABLES • Provide MCCi with a mapped out narrative and flowchart of the specified business process • Thoroughly define each resource and activity in the business process, including any exceptions • Respond in a timely fashion to questions posed by MCCi's Business Process Configuration team • Appointment of Client Project Manager • Availability of IT resources as needed and end users for interviews and Business Process testing • Required Laserfiche software licensing MCCi I Page 13 of 40 BUSINESS PROCESS CONFIGURATION SERVICES Business Process Configuration Services are designed as an option for organizations that require advanced system configuration but may lack the time or expertise necessary to configure Workflow, Quick Fields,or any of Laserfiche's other advanced modules. MCCi's team of expert Project Managers and System Engineers will work in concert with the Client's Project Manager to build a Business Process in the Client's Laserfiche environment. CLIENT DELIVERABLES • Provide MCCi with a mapped out narrative and flowchart of the specified business process • Thoroughly define each resource and activity in the business process, including any exceptions • Respond in a timely fashion to questions posed by the Business Process Configuration team • Appointment of Client Project Manager • Availability of IT resources as needed • Availability of end users for interviews and Business Process testing • Required Laserfiche software licensing MCCI DELIVERABLES • Install and configure Laserfiche modules that are relevant to the implementation • Consultation with a Laserfiche Project Manager • Business Process Configuration Managed Services post implementation • The scope of Managed Services will be limited to supporting the process(es)implemented through this contract. • Roll-out Assistance is an optional service if included in the scope of services. • The scope of Managed Services will be limited to supporting the process(es)implemented through this contract. Note:This service will be billed separately and is billed upon completion. LASERFICHE FORMS SERVICES MCCi's Laserfiche Forms Services are designed to be highly collaborative.The goal is to provide a customized package for your organization.Whether you need direct assistance implementing Laserfiche Forms, or hands-on training to empower your organization to create and maintain electronic forms, or both, MCCi has options available. Please see your Pricing Section for the specific Laserfiche Forms Services quoted. Forms Configuration Services Per Form Level 1 Level 2 j Level 3 Forms Design Services Up to 15 Fields Up to 30 Fields Up to 50 Fields Create/modify form from the Business Process Library 10.1+ Form Field and Data Look-up Rules* Up 10 Rules Up to 20 Rules _ Up to 40 Rules Process Modeler Configuration Up to 5 Steps Up to 10 Steps Up to 20 Steps Workflow Configuration for Forms Process Modeler No Yes Yes Integration,Filing Only Custom Scripting QScript or CSS)* Call for Quote Call for Quote Call for Quote • Users submitting through the Forms Portal are limited to forms submission. Users cannot participate in the workflow/routing process within Laserfiche Forms Process Modeler or Laserfiche Workflow, unless they have a Laserfiche Named User License. • All Forms Configuration Services are conducted remotely due to multiple decision points throughout the configuration,which may cause delays. • Field Look-ups: Database Views and Queries must exist or be created by the Client prior to MCCi database lookup configuration. • Java Script and CSS Scripting(if needed)are not included, unless otherwise notated in the Pricing Section. LASERFICHE CONNECTOR INTEGRATION CONFIGURATION &TRAINING INCLUDES • Configuration of integration for up to one application screen with 3 standard actions on one machine • Standard Actions Included: Scan,Import,Search Client,Search Weblink,and/or Search Web Access, launching from the desired application to Laserfiche MCCi I Page 14 of 40 • Remote'Train the Trainer"training for up to half a business day to empower the Client to configure other integrations • All data used for configuration must be available from the Application Screens • All services are conducted remotely, unless a MCCi representative is onsite for other implementation needs and onsite time permits CLIENT DELIVERABLES • Application to be integrated with and user's machine must meet Laserfiche Connector requirements set forth in the hardware requirements • Testing-A test utility to ensure that the application screen is viable is available prior to purchase. Client is responsible for ensuring compatibility of applications prior to purchase • IT resources-Appointment of Laserfiche Connector Administrator • Laserfiche metadata requirements MCCI DELIVERABLES • Install and integrate Laserfiche connector within current Laserfiche system environment pursuant to the Laserfiche Connector requirements • Assistance in configuring integration for one application screen with 3 standard action Connector Profiles on one machine • Define Laserfiche metadata structure to support the specified integration • Define Laserfiche security to support the integration • Professional Services • Remote Laserfiche Connector Administrator Training RATCHET-X CONFIGURATION SERVICES INCLUDES • Configuration of integration for one application with up to three screen configurations identified during initial implementation • Configuration pricing is based upon one application and up to three screens being configured at one time. Additional charges may apply if configurations of screens need to be broken up at different time frames. • Base installation and configuration for actions that jump from the Application to Laserfiche • Standard Actions Included: Scan, Import,Search Client,Search Weblink,and/or Search Web Access, launching from the desired application to Laserfiche • All data used for configuration must be available from the Application Screens • All services are conducted remotely, unless a MCCi representative is onsite for other implementation needs and onsite time permits • For web-based solutions,screen configuration will be done based on Microsoft's Internet Explorer Browser only. If other and/or multiple browser configurations are required, it must be stated in the Pricing Section. *Client is responsible for testing to make sure needs are met prior to purchase. RATCHETX PER CUSTOM ACTIVITY DEVELOPMENT/CONFIGURATION: Includes any"Action"that is not listed as a Standard Action above, or any configuration that is required to have the integration points launch from Laserfiche back to the desired application, rather than from the application back to Laserfiche-Contact MCCi for Pricing Proposal. LASERFICHE -SHAREPOINT INTEGRATION ASSISTANCE MCCi's Laserfiche SharePoint 2013 Integration Assistance service is designed to be highly collaborative.The goal is to provide the Client with a fully functional Laserfiche SharePoint Integration for the Client's existing SharePoint 2013 implementation,along with the necessary knowledge to support the integration once the installation and configuration engagement is complete. CLIENT DELIVERABLES • Existing and stable on-premise on SharePoint 2013 or SharePoint 2010 solution.SharePoint Foundation is acceptable but does not include Search functionality. MCCi I Page 15 of 40 • Provide a dedicated point of contact with sufficient server and directory services administrative rights to facilitate the required configuration tasks. • Existing and stable Laserfiche Server and Web Access (9.1 or later) installation on Windows Server 2008 R2 or Windows Server 2012. • Identify existing or configure new SharePoint site where the Laserfiche SharePoint Integration for SharePoint Repository and/or Search Web Parts will be installed and configured. Note: If the Laserfiche SharePoint Search integration is to be configured,SharePoint federated search feature must be configured and working properly. • Troubleshoot and resolve server operating system,Internet Information Services,network or Kerberos related issues affecting the installation,configuration or functionality of any component of the Laserfiche SharePoint Integration for SharePoint. Note: If the client does not have the necessary skill set available to address these types of issues, the client should be prepared to engage a third-party support provider to assist. MCCI DELIVERABLES(REMOTE DELIVERY) • Installation of Laserfiche SharePoint Integration for SharePoint • Configuration of Laserfiche SharePoint Repository and Search Web Parts • Remote training on the use and configuration of Laserfiche SharePoint Repository and Search Web Parts • In the event MCCi and the Client are unable to determine or agree on the root cause of an issue affecting the installation, configuration, or functionality of the Laserfiche SharePoint Integration for SharePoint and/or the Laserfiche SharePoint Repository and Search Web Parts, MCCi is responsible for opening the escalation case with Laserfiche Support. • In the event Laserfiche Support determines the root cause of an issue affecting the installation,configuration,or functionality of the Laserfiche SharePoint Integration for SharePoint and/or the Laserfiche SharePoint Repository and Search Web Parts to be related to the server operating system, Internet Information Services, network or Kerberos, MCCi will remain available as necessary to assist the Client(if Client has expertise in these areas)or the Client's third-party support provider to resolve the Laserfiche related components of the problem. LASERFICHE ENERGOV INTEGRATION CONFIGURATION &TRAINING INCLUDES • Configuration services for up to 3 EnerGov Entity Types(EnerGov Plan, EnerGov Permit,etc.) • Remote'Train the Trainer"training for up to half a business day to empower the Client to configure other available EnerGov Entity Types. • All services are conducted remotely, unless a MCCi representative is onsite for other implementation needs and onsite time permits CLIENT DELIVERABLES • Desired EnerGov Fields for mapping metadata to Laserfiche • IT resources-Appointment of a resource to work with MCCi for configuration and training • Laserfiche metadata requirements • Access to EnerGov technical staff and resources as needed • If EnerGov"Intelligent Object"configuration is desired, it is the Client's responsibility to configure the appropriate settings in EnerGov, or to work with EnerGov to do so. Intelligent Objects is the EnerGov feature that allows for creating letters and other documents and having them attached to EnerGov records. EnerGov configuration is needed to set this up and to have these documents treated as attachments to be stored in Laserfiche. MCCI DELIVERABLES • List of EnerGov fields available for mapping to Laserfiche • Install integration(may require EnerGov technical resources for installation) • Assistance in configuring up to 3 EnerGov Entity Types(EnerGov Plan, EnerGov Permit,etc.) • Define Laserfiche metadata structure to support the specified integration • Remote Configuration Training MCCi I Page 16 of 40 LASERFICHE NEOGOV INTEGRATION IMPLEMENTATION SERVICES MCCi's Integration Implementation Services include the following tasks: • Installation of NEOGOV Integration Utility. • Configuration of Integration Utility to pair core NEOGOV metadata fields to Laserfiche metadata fields. • Configure of NEOGOV Integration properties in the NEOGOV module,to enable "Send to Laserfiche" buttons in appropriate NEOGOV module(s). If Client requires assistance setting up Laserfiche metadata,filing workflows, retention schedules,and naming conventions specific to Human Resources records as part of this implementation, Client is encouraged to also utilize MCCi's Filing Workflow Configuration or Transparent Records Management implementation services as part of this project. Configuration of metadata,filing workflows, retention schedules,and naming conventions would not otherwise be included in the scope of this implementation without those additional services. Current clients using Laserfiche in HR may also need a cleanup of their metadata prior to implementation. Please review your pricing proposal for details on what has been included. CITIES DIGITAL DOCUSIGN INTEGRATION CONFIGURATION SERVICES MCCi's Integration Implementation Services include the following tasks: • Configuration and testing of up to 5 successful test transactions utilizing workflow • Move to DocuSign production environment • Remote training on DocuSign Workflow activities Assumptions: • Client has Laserfiche Workflow installed and configured with their Laserfiche repository • Client has DocuSign with integrator's keys available DOCS ON THE CLOUD SERVER INSTANCES MCCi offers Docs On The Cloud server instances to clients that would rather not acquire the physical or virtual infrastructure themselves. MCCi offers this service through a partner(Gordon Flesch Company, Inc.).They are the leading provider of hosted Laserfiche server instances. Unless noted otherwise, Docs On The Cloud server instances are hosted in AWS and include the creation, maintenance, and upgrades of purchased virtual machines, maintenance of operating system software,and daily backup snapshots of the hosted infrastructure. In addition, MCCi and the client have the following responsibilities: MCCI RESPONSIBILITIES Initial installation of Laserfiche software components and ongoing application of Laserfiche upgrades if client subscribes to MCCi's Managed Services or Laserfiche Administration Services package. MCCi also serves as first tier for support issues and handles all billing related to the service. CLIENT RESPONSIBILITIES Serves as server and database administrator; maintains all non-Laserfiche and non-operating system applications,to include required database software acquisition, installation, maintenance, upgrades,and database maintenance routines. MCCi I Page 17 of 40 MCCI CONSULTING SERVICES To determine which services are included with your project, please refer to the Pricing Section. BUSINESS PROCESS REQUIREMENTS GATHERING The MCCi Business Process Requirement Gathering includes analysis by a senior project manager. MCCi staff will interview stakeholders regarding a defined department and/or business process that the organization desires to be automated through Laserfiche ECM.The deliverable of this on-site engagement will be a Statement of Work documenting cost, hours,and desired configuration of the defined business process. BUSINESS PROCESS ANALYSIS MCCi will work with the Client to document a current business process. By interviewing stakeholders and documenting facts and feedback, MCCi will deliver a comprehensive report.This engagement is typically done as a needs analysis exercise prior to automating an existing business process. MCCI DELIVERABLES Assignment of a project manager who will be responsible for: • Acting as the main point of contact for MCCi • Identifying and providing contact information for process stake holders • Coordinating and scheduling site visits so stakeholders are aware and set aside the appropriate amount of time to focus on working with MCCi • Coordinating and scheduling conference calls/web meetings between process stakeholders and MCCi as part of the document review process • Facilitating access to any/all resources needed for a thorough analysis • Full participation by all process stakeholders in the interview, review,and finalizations stages CLIENT DELIVERABLES Coordinating Introductory Call: Share contact information and review scope of project Stakeholder Interviews: Up to two days onsite with a business analyst • Conducting workshops and interviews with clients • Document business processes on whiteboard during workshops and interviews • Business Process Report Drafting& Review: Up to 30 hours • Draft a business process/requirements document • Review document with Client and make revisions where necessary. • Business Process Report Delivery:Up to one day on-site with Business Analyst ■ Onsite review and presentation of finalized report ■ Editable copy of Business Process Report for future use GAP ANALYSIS The MCCi Gap Analysis is the study of the differences between two information systems or applications,often for determining how to bridge the space between where we are and where we want to be. New Clients may be new to ECM or could be transitioning from another system. Existing Clients may consider Gap Analysis when looking to expand their system into other departments or enterprise-wide. It is also an opportunity to investigate and report on how Laserfiche is being used versus how it was intended to be used. Either way, Gap Analysis not only serves the consulting needs, but can also mitigate inherent risks in a new project. Risks such as scope creep, unforeseen needs(people, conversions, integrations, equipment),and unknown stakeholders can be identified and cleared up at the very beginning of the project. MCCi I Page 18 of 40 MCCI DELIVERABLES The Gap Analysis process involves determining,documenting, and approving the variance between business requirements and current capabilities. MCCi takes it a step further by providing recommendations and an action plan.The final deliverable is a report that is delivered to the Client in a format that can be edited.Any future changes to the report are the responsibility of the Client.The report will detail the following: • A summary of the current document flow path with recommended changes/requirements • Equipment,software,and staffing recommendations • Storage needs for each department • Recommendations on the timing of phasing in departments(based on needs/complexity) • Implementation recommendations The amount of time/cost of the Gap Analysis is dependent upon the system size and number of departments to be involved. LASERFICHE CONSULTING SERVICES MCCi's Laserfiche Consulting Services are designed to leverage MCCi Laserfiche Certified Professionals on an annual basis.We consider ourselves an extension of your project team and assist in accomplishing your organization's Laserfiche goals.Your organization is assigned a project manager to assist with designated projects,for up to an annual dollar amount each year. Rates charged are based on the type of resources required. Consulting services can be used for, but are not limited to: • Business Process Requirements Gathering and SOW Drafting • Status and Strategy Meetings(Required) • Configuration of Client-Owned Laserfiche Components • Training on Laserfiche Components and/or Configured Laserfiche Business Processes • Laserfiche Integration/Developer Assistance RECORDS MANAGEMENT CONSULTING When implementing an enterprise-wide Electronic Records Management system, it is important for a Records Program and Records Policies to be in place beforehand. MCCi's Records Management Consulting service focuses on revision and/or creation of such programs and policies. If needed,the service should be completed prior to implementing MCCi's Laserfiche Records Management module. Pricing is dependent on the level of service needed and can be determined by setting up a meeting with MCCi and the appropriate Records Consultant.Services cover a broad spectrum including designing records management plans, designing systems, identifying records eligible for destruction,assisting with legal compliance, providing training and any other records and information related service requirement. ENTERPRISE SYSTEM REVIEW OF LASERFICHE AREAS OF REVIEW INCLUDE: • Review of data structure(folder structure, metadata,etc.) • Security review and configuration ■ Current paper/electronic Forms review • Current Workflow/Capture review • Assess current training needs ■ Interviews with departments not using Laserfiche • Utilization of Laserfiche Records Management Module ■ Integration/Mobile Access Needs MCCI DELIVERABLES: • Verbal report of findings while onsite ■ Up to 5 hours of consulting for up to 30 days after onsite consultation CLIENT REQUIREMENTS: Attendance by CIO/IT Director,Application administrators,departmental managers,and any other leadership members MCCi I Page 19 of 40 MCCI TRAINING SERVICES The scope of all onsite or remote training services to be performed is notated in the Pricing Section. LASERFICHE TRAINING SERVICES The Client is provided with instructor-led Laserfiche training, hands-on or train-the-trainer. SYSTEM ADMINISTRATION TRAINING • Client and Server Installation Procedure • Users and Groups-Active Directory • Security ■ Templates • Tags • Document Relationships ■ Records Management ■ Volumes • System Settings ■ Back Up Procedures • Troubleshooting Procedures • Technical Support Overview FULL USER TRAINING • Introduction to Laserfiche • Folders and the Folder Browser • OCR and Full Text Indexing ■ Document Display • Searching&Annotations ■ Security • Briefcases and Migrating ■ Customize Laserfiche • Scanning and Importing • Index Card/Templates • Extracting a Document ■ Volumes RECORDS MANAGEMENT MODULE TRAINING The Client should have full knowledge of internal records management policies and have prior experience in records management.This training will be quoted for clients with the Records Management functionality of Laserfiche. BASIC OVERVIEW TRAINING FOR RECORDS MANAGEMENT ■ Records Series • Records Folders • Document Links ■ Versioning • Security Tags ■ Vital Records ■ Cutoff Criteria • Cutoff Eligibility • Retention Period ■ Hold Period • Disposition Actions • 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 BUSINESS PROCESS AUTOMATION TRAINING Our Business Process Automation Training is designed to be highly collaborative.The goal is for the client to have a trained Business Process Automation Configuration Administrator specifically in Laserfiche Forms and Workflow.As a prerequisite,the clients Business Process Automation Configuration Administrator should be a business process savvy individual with good technical skills.This is the person tasked with handling future workflow and forms configurations, including any modifications needed to the configuration focused on during training. MCCi I Page 20 of 40 CLIENT DELIVERABLES • Provide MCCi with a mapped out/narrative of specified business process including metadata requirements and sample reports from functional activities involved.This will be used as an example for the training process, in an effort to leave the client with a start of a workflow configuration. • Appointment of Business Process Automation Configuration Administrator who has been through Laserfiche Administrator training • IT resources MCCI DELIVERABLES • Install and configure Laserfiche Workflow and Laserfiche Forms with current Laserfiche system • Onsite Workflow Configuration Administrator Training • Onsite Forms Designer and Process Modeler Training • Workflow and Forms Configuration Assistance post onsite training • Configuration assistance for a period of time immediately following onsite training • Developer Training(Applicable to Advanced with Developer training package) Services Provided Basic Advanced Advanced with Developer Training Remote Installation Included Included Included Onsite Training Days 2(1 Day Forms 4(2 Days Forms 5(2 Days Forms Automation,1 Day Automation,2 Days Automation,3 Days Workflow Automation) Workflow Automation Workflow Automation Workflow and Forms Configuration Assistance Remote 30 Days Remote 30 Days Remote 45 Days Post Onsite Training Developer Training None None Remote 1/2 Day Developer Assistance None None Remote 15 Days Post Developer Training LASERFICHE WORKFLOW CONFIGURATION TRAINING MCCi's Laserfiche Workflow Configuration Training service is designed to be highly collaborative.The goal is for the Client to have a trained Workflow Configuration Administrator.As a prerequisite,the Client's Workflow Configuration Administrator should be a business process savvy individual with good technical skills.This is the person tasked with handling future workflow configurations. CLIENT DELIVERABLES • Provide MCCi with a mapped-out narrative of specified business process including metadata requirements and sample reports from functional activities involved.This will be used as an example for the training process,so the Client will be left with a start of a workflow configuration. • Appointment of Workflow Configuration Administrator who has been through Laserfiche Administrator training/IT resources MCCI DELIVERABLES • Install and configure Laserfiche Workflow with current Laserfiche system • Onsite Workflow Configuration Administrator Training • Workflow Managed Services post onsite training ■ Configuration assistance for a remote period immediately following onsite training • Developer Training(Applicable to Level 2 training package) Services Provided Filing Workflow I Level 1 Level 2 Remote Installation Included Included Included Onsite Training Days 1 2 3 Workflow Configuration Assistance Remote 30 Days Remote 30 Days Remote 45 Days Post Onsite Training MCCi I Page 21 of 40 • Developer Training None None Remote 1/2 Day Developer Assistance None None Remote 15 Days Post Developer Training LASERFICHE FORMS TRAINING MCCi's Laserfiche Forms Services are designed to be highly collaborative.The goal is to provide a customized package for your organization.Whether you need direct assistance implementing Laserfiche Forms,or hands-on training to empower your organization to create and maintain electronic forms, or both, MCCi has options available. Please see your Pricing Section for the specific Laserfiche Forms Services quoted. Forms Training Services Provided Essentials Professional Professional Overview Comprehensive Training Duration Up to 4 Hours Up to 1 Day Up to 2 Days Remote Onsite Onsite Forms Designer Yes Yes Yes Process Modeler Yes Yes Yes Workflow Configuration(For Forms Process Modeler No No Yes Integration,and Filing Onl ) Forms Configuration(Up to 1 -Level 1 Form) 0 0 1 MCCi I Page 22 of 40 PROFESSIONAL SERVICES & ANNUAL SUBSCRIPTION PACKAGES Each Client's Laserfiche Renewal covers break/fix support(i.e. resolution of error codes,etc.). MCCi offers additional annual support packages to cover remote training, best practices consultation, basic configuration services, and maintenance of existing complex business processes. MCCi Managed Services(MS)or MCCi Laserfiche Administration Services(LAS)are strongly encouraged to be included with every support renewal. LAS** LAS** Description MS* Level 1 Level 2 Additional Training X X X Additional System Set Up Consultation X X X Remote Implementation of Software Updates X X X Annual Review of Administration Settings X X X Remote Access Support X X X Priority Offering of Laserfiche CPPs&Laserfiche Empower X X X Registration Scholarships Dedicated Laserfiche Certified Professional X X Laserfiche Administration Configuration Services X X Configuration and maintenance of BASIC business processes utilizing X X Laserfiche Forms and Laserfiche Workflow Configuration of Quick Fields sessions using purchased features X X Basic Records Management Module Overview Training X X Scheduled recurring consultation call upon Client's request X X Maintenance of existing middleware/configurable integrations X X Maintenance of MCCi/Client configured COMPLEX business processes X Annual Review of business process configurations X *Workflow Managed Services also includes ability to consult on best practices specific to workflow;additional remote training ideal for refresher training or new personnel;workflow security consultation and more. **A Business Process is a Workflow, Forms process or Quick Fields session that automates or streamlines an organization- specific process. • Basic:A business process requiring minimal configuration and virtually no institutional knowledge,allowing a MCCi Application Support Analyst to assist with configuration,support,and maintenance of the process.Examples:Filing workflows,simple Forms or approval/notification workflows that have few routing steps, no integration,and little to no database lookups. • Complex:A large business process with extensive configuration that is absolutely mission critical to the organization. Examples: Large accounts payable process with a high volume of transactions,approval steps,database lookups,etc. Complex business processes require MCCi's Application Support Analyst to have institutional/process knowledge to configure the process. • Hours:MCCi allows clients to use their hours for a multitude of services,as long as a request will not start a service that cannot be completed.None of the packages listed above are intended to be utilized for configuration of a new COMPLEX business process.In those instances,a separate SOW is required. MCCi I Page 23 of 40 MANAGED SERVICES(MS) MCCi's Managed Services package provides additional training and assistance to a Client's Laserfiche administrator and users. Pricing for the advanced block of hours is based on MCCi's Support Technician hourly rate discounted by 10%.The number of hours included is based on active products and will expire on the same date as your annual renewal. Managed Services can be used for the following: ADDITIONAL TRAINING Additional web-based training is conducted to train new users or as refresher training for existing users. ADDITIONAL SYSTEM SET UP CONSULTATION MCCi offers additional best practices consultation that includes recommendations for adding additional departments,additional types of indexing, etc. REMOTE IMPLEMENTATION OF SOFTWARE UPDATES While your renewal covers free version updates for software, implementation of those updates is sometimes overlooked.With the addition of Managed Services, MCCi is at your service to directly assist with implementing software updates such as minor updates,quick fixes or point releases. Dependent on complexity and client specific configurations, major software upgrades may or may not be covered and should be discussed with your Account Management Team. ANNUAL SYSTEM REVIEW&ANALYSIS MCCi will access your system to review how your organization uses Laserfiche,to identify potential issues,and to make recommendations for better use of the system.This analysis may be performed annually and is an optional service that will be completed only if requested by the Client. REMOTE ACCESS SUPPORT If requested, our Support Technicians can access your Laserfiche system remotely to resolve issues,saving both time and money. LASERFICHE CERTIFICATIONS Priority offering of complimentary Laserfiche certifications, based on availability. LASERFICHE CONFERENCE REGISTRATION Priority offering of complimentary Laserfiche Empower registration, based on availability. *Please see chart above for information on Workflow Managed Services. CLIENT RESPONSIBILITIES FOR MS • Configuration/maintenance of backups and any general network, security, or operating system settings outside of Laserfiche • Management and creation of retention policies related to Records Management Module • Providing an IT contact(internal or third-party)for MCCi to work with as necessary • Providing remote access capabilities as needed. If the Client requests MCCi to have unattended access,the Client assumes all responsibility for the related session(s).The Client will work with MCCi to set up user profiles, user tags, etc.to allow desired security rights/access. LASERFICHE ADMINISTRATION SERVICES(LAS) MCCi's Laserfiche Administration Services package is for Clients who need a Laserfiche administrator, or additional Laserfiche administration services. Pricing for the advanced block of hours is based on MCCi's Application Support Analyst hourly rate discounted by 10%.The number of hours included is based on active products and will expire on the same date as your annual renewal. Laserfiche Administration Services offers the following: LASERFICHE ADMINISTRATION SERVICES: LEVEL 1 • Dedicated Laserfiche Certified Professional • Laserfiche Administration configuration services-setting up users, metadata, security, etc. • Configuration and maintenance of basic business processes utilizing Laserfiche Forms and Workflow MCCi I Page 24 of 40 • Configuration of Quick Fields sessions using purchased features-excludes custom scripting, custom calculations, etc. • Basic Records Management Module Overview Training • Scheduled recurring consultation calls upon Client's request • Maintenance of existing middleware/configurable integrations-does not include maintenance of custom built integrations. LASERFICHE ADMINISTRATION SERVICES: LEVEL 2 Level 2 includes the benefits of Level 1, but additionally provides the ability for MCCi to maintain complex business processes,which requires knowledge transfer and maintenance of that knowledge. • Maintenance of MCCi/Client configured complex business processes-The Application Support Analyst can maintain MCCi or Client configured complex business processes. For example: minor tweaks, updates due to upgrades, process improvements, etc. • Annual Review of business process configurations CLIENT RESPONSIBILITIES FOR LEVEL 1 &LEVEL 2 • Configuration/maintenance of backups and any general network, security, or operating system settings outside of Laserfiche • Management and creation of retention policies related to Records Management Module • Providing an IT contact(internal or third-party)for MCCi to work with as necessary • Create/provide process diagrams(and any other necessary paperwork/examples) • Providing remote access capabilities as needed. If the Client requests MCCi to have unattended access,the Client assumes all responsibility for the related session(s).The Client will work with MCCi to set up user profiles, user tags, etc.to allow desired security rights/access. *For more complex Forms, Workflow,and Transparent Records Management configurations,please discuss a Business Process Configuration Service with your Account Executive. THE TRAINING CENTER FOR LASERFICHE MCCi's Training Center for Laserfiche annual subscription provides an easy, cost-effective way for all users in your organization to access over 500 Laserfiche training videos. BENEFITS • 24/7 access to on-demand Laserfiche training videos and other resources • Reduction in training expenses • Caters to all skill levels from Basic Users to Advanced System Administrators • Unlimited access for your entire organization • User determined schedule and pacing • Reduction in internal support and increased user productivity • Increased efficiency through improved internal usage/adoption • Instant/budgeted training available in the case of employee turnover • Enhance your organization's internal Laserfiche training program *The Training Center subscription gate is based on Laserfiche full and retrieval users. MCCi I Page 25 of 40 LASERFICHE LICENSING GUIDE To determine which platform/license are applicable, please refer to the pricing section. LASERFICHE PLATFORM ARCHITECTURE Avante Rio Subscription Application Servers 1 Unlimited Unlimited Repositories 1-15(1 included) Unlimited Unlimited Database Options SQL Express,SQL SQL SQL Web Admin Console Included Included(Directo Server) Included(Directo 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 Client Included Included Included Mobile Access Included Included Included Digital Signatures Add-on Option Included Included Audit Trail Add-on Option Included Included (Starter,Standard,Advanced) (Advanced) (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 Add-on O•tion Included LIMITED USE ACCESS LICENSES Avante Rio Subscription Retrieval Named Users Not Available only if currently owned Minimum of 200 only if currently Not Available owned Forms Authenticated Participants Add-on Option only if currently Add-on Option only if currently Not Available owned owned Participant Users 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(Subscription) Not Available Add-on O•tion Add-on O•tion MODULE BASED LICENSES Avante Rio Subscription Import Agent Add-on Option Add-on Option Included Options:Web Distribution(5), Options:Pilot(25),Unlimited(1,2 Options:25,50,100, Public Portal(WebLink)t Starter(10),Standard(25),Midsize or Unlimited Laserfiche Unlimited(Per Laserfiche (50),Unlimited Application Server(s)) 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 MCCi I Page 26 of 40 LASERFICHE DEFINITIONS LASERFICHE WORKFLOW Automates business processes, such as approvals, routing based on conditions, or database integrations, improving consistency with how records are filed in Laserfiche. LASERFICHE SNAPSHOT Print directly into Laserfiche, capturing a"snapshot"of the electronic file at the time.These files are saved in TIFF format,an unalterable image. LASERFICHE EMAIL PLUG-IN Allows instant electronic document distribution via standard MAPI-compliant e-mail applications.This feature is included in every Full User and Retrieval User license. LASERFICHE WEB ACCESS A web-based thin client, offering virtually all document management capabilities of the standard Laserfiche interface.Web Access allows your IT staff to roll out high-volume Laserfiche access and version updates without increasing your organization's application support burden.Web Access also includes access to Laserfiche Mobile and the Laserfiche SharePoint Integration resources. LASERFICHE SHAREPOINT INTEGRATION The SharePoint Integration(SPI) is built on the power of Laserfiche Web Access,a Section 508-compliant thin client that reduces installation,support, and maintenance requirements.The integration requires an on-premise installation of SharePoint. LASERFICHE MOBILE/WEB ACCESS LIGHT Let's organizations access the features of the Laserfiche Client through a smartphone or tablet. They can remotely capture, edit, and search for documents, interact with Laserfiche Forms and start/participate in a business process. Mobile is available for iOS,Windows,and Android devices. Laserfiche Web Access or Laserfiche Forms is required for any/all mobile access options. LASERFICHE DIGITAL SIGNATURES A way of indicating that a document signature is authentic and has not been modified since the signature was applied.Allows users to automatically sign and validate documents directly in the Laserfiche Client or Laserfiche Web Access. LASERFICHE AUDIT TRAIL MODULES • Starter Edition:Tracks basic events that occur in the repository and that involve accessing, modifying,or exporting data. Basic events include creating, editing, printing,or deleting documents,creating annotations, and assigning metadata. • Standard Edition: Builds on the Starter Edition by tracking additional security/access-related events,and unsuccessful attempts to perform actions, such as failed attempts to access or print documents. • Advanced Edition:All the functionality of the other two editions, and tracks more events including password changes, creation or modification of users and groups,and changes to repository-wide settings. It can also track all searches users perform, require users to enter reasons for performing certain actions,and automatically add watermarks to printed documents. MCCi I Page 27 of 40 LASERFICHE SCANCONNECTTm A collection of ISIS scanner drivers is included with Laserfiche ScanConnect.ScanConnect can be purchased as an add-on to both Laserfiche scanning and Quick Fields. LASERFICHE FORMS Laserfiche Forms allows organizations to create electronic fillable forms for collection and processing information.See the Laserfiche Licensing Guide for licensing options and descriptions. Laserfiche Forms has flexible design options to meet your organization's needs.You can: • Create custom forms from a library of field or selection elements. • Utilize the Business process library includes(10.1+)a digital library of prebuilt form templates designed for easier process automation deployment • Automate business processes for form data to follow, such as decision-making,emailing, or approvals (dynamic behaviors available with CSS and JavaScript). • Role-based security is included to allow and restrict access to necessary functions for form submitters, reviewers,approvers,form creators,and system administrators. Reporting tools allow different views of details on submitted forms such as: • User view of details about all submitted forms. • Approver"dashboard"of submissions awaiting approval. • Administrator views of all submissions by form and approval status. • Forms can be used internally or externally(with the appropriate licensing). Publication options include a login to forms system, public URL,secure URL,or embedded into a webpage. Feature Forms Forms Essentials Professional Business process and form creation functionality* X X Operational Dashboard X X View basic reports on process instances,tasks,and process data X _ X Teams X X Direct Approval through Email X X Database Lookups X Performance Dashboard X Enhanced reporting with built-in data aggregation options such as count,sum, X min,max,average,and median Create advanced reports with data visualizations including charts and graphs X Payment Gateway(Compatible Payment Processor Account Required) - X *Includes JavaScript/CSS,field rules,and form themes LASERFICHE FORMS PORTAL MODULE The Forms Portal license allows Form submission from unlicensed (public) users. Forms Portal is designed primarily for non-internal/public user submissions,therefore there is no Windows Authentication security validation provided.The users that access Forms through the Forms Portal can only submit forms(these users cannot participate in the business process after a form has been submitted).The Forms Portal is licensed to a specific Forms instance/server, rather than to the Laserfiche Application Server. Please note that if an organization desires to have a Forms Portal for internal users,as well as a Forms Portal for external users,and security protocol requires that these two Forms Portals reside on separate servers(one internal one external), Enterprise Forms Portal or multiple Forms Portal licenses are required. LIMITED USE ACCESS LICENSES Laserfiche offers limited use and more affordable licensing options for clients in need of only a subset of modules/features for a particular use case and/or group of users. MCCi I Page 28 of 40 RETRIEVAL NAMED USERS For users in need of read-only repository access.The Laserfiche email plug-in is included and access is available through the Laserfiche Client or Laserfiche Web Access. Only available if currently owned. LASERFICHE FORMS AUTHENTICATED PARTICIPANTS For users who do not have the need/budget for a Full Named User License/Forms Professional license but do have the need for authenticated access to submit forms and participate in forms approval processes. Note: In the Avante platform, a Forms Authenticated Participant license is required for each Forms Server that the user needs to submit to,whereas with the RIO platform Laserfiche Directory Services authentication can be configured/utilized to avoid the need for additional licensing per user. Only available if currently owned. LASERFICHE PARTICIPANT USERS For users who do not have the need/budget for a Full Named User License/Forms Professional license but do have the need for authenticated access to submit forms, complete forms task,view shared report snapshots, and view documents in the repository. SUBSCRIPTION LASERFICHE PARTICIPANT USERS For employees in need of read-only repository access and the ability to participate in forms processes. SUBSCRIPTION LASERFICHE COMMUNITY USERS For non-employees and non-contractors. Provides read-only repository access and ability to participate in forms processes(i.e.Vendor Management). SUBSCRIPTION LASERFICHE EDUCATION USERS For accredited educational institutions that meet the requirements listed. Licenses are reserved for the education community including faculty, students,alumni,and parents and guardians of students. Faculty includes professors(assistant, adjunct,associated,tenured), lecturers,and researchers. Provides read-only repository access and ability to participate in forms processes. • Educational Institutions: Defined as an accredited school organized and operated exclusively for educational purposes.An accredited school must be: • A public or private K-12,vocational school,correspondence school,junior college,college, university,or scientific or technical institution accredited by associations recognized by the US Department of EDU and/or the State Board of EDU. • A preschool meeting all of the following: -is an early childhood program that serves a minimum of ten children ages two through five -has been in operation for at least one year provides educational services. • Administrative Offices or Boards of Education: • A district, regional,or state administrative offices of public Educational Institutions. • Administrative entities organized and operated exclusively for the administration of private Educational Institutions • Other state or local government entities nearly all of whose activities consist of administrative support, of a nature that advances academic learning for public Educational Institutions • Administrative offices or boards of EDU of educational institutions:defined as district, regional,and state administrative offices of the foregoing educational institutions defined above • Full and part-time faculty and staff of educational institutions: • Defined as all full and part time faculty and staff of educational institutions defined above • Full and part-time matriculated students of higher education institutions: • Defined as full and part-time matriculated students of a higher education institution defined as a public or private vocational school,correspondence school,junior college,college, university,or scientific or technical institution accredited by associations recognized by the State Board of EDU and/or the U.S. Department of Education. SUBSCRIPTION LASERFICHE PROCESS USERS MCCi I Page 29 of 40 For employees in need of user authentication and read-only repository access. Deployment is handled by Laserfiche Directory Server(LFDS). Process Managers have all Laserfiche Forms functionality: ■ Create forms and participate in forms processes ■ Create, manage,edit,and administer workflow processes ■ Create,edit,assign teams,members and,roles • Create and view reports LASERFICHE IMPORT AGENT Automatically retrieves files stored in a Windows folder and imports them into a Laserfiche repository, performing OCR as part of the process. LASERFICHE PUBLIC PORTAL-WEBLINK1' The WebLink module publishes select documents in a Laserfiche repository to an intranet or the Internet in read- only form. Built on ASP .NET,WebLink can be customized to match the look and feel of an organization's Internet or intranet site. LASERFICHE RECORDS MANAGEMENT The Records Management module allows for managing the complete life cycle of records in Laserfiche to include retention schedule management, legal holds/record freezes, disposition and vital record management,etc. LASERFICHE"QUICK FIELDS"(QF) BATCH PROCESSING TOOLS High volume capture software that automates document import, classification,and indexing. Quick Fields transforms data capture from a costly and labor-intensive operation into an efficient process, improving the speed and accuracy of data capture. QF is a prerequisite for the following: ■ QF Bar Code Validation Package:The Bar Code add-on reads bar codes on a specified page, identifying pages, populating fields, determine document names, or determining file location. Bar Code is very powerful when combined with Real Time Lookup.Supported barcode formats: Codabar, CODE 39, CODE 128, EAN 8, EAN 13, Interleaved 2 of 5, UPCA,and UPCE. • QF Real-time Look up Validation Package: Lookup populates template fields and validates metadata by retrieving data stored in third-party databases and other applications. ■ QF Zone OCR Validation Package:The Zone OCR(Optical Character Recognition)add-on will scan a specific zone on an image for text.The data returned by this process can be used for identifying pages, populating fields, determine document names,or determining file location. ■ QF Forms Alignment:Automatically repositions scanned documents to match a master form,correcting for scanning errors and improving data extraction. ■ QF Document Classification: Designed for clients who handle multiple forms and document types. ■ QF Auto Stamp/Redaction/Bates Numbering:A document auto-numbering annotation option. • QF Optical Mark Recognition: Detects handwritten information, including marks on surveys. • QF Agent: Enables administrators to schedule QF processing without operator intervention. • QF Forms Identification:Automatically recognizes the document based on its overall structure,even in the absence of bar codes,form data or other distinguishing information. ■ QF Forms Extractor: Removes form outlines to isolate data for more accurate capture. • QF Scripting Kit:Offers a QF script editor,allowing developers to write C#and VB.Net Scripts. LASERFICHE PLUS"' Allows information stored in Laserfiche to be portable.When published by Laserfiche Plus files can be viewed by anybody, regardless of whether they have Laserfiche installed.This software prepares a copy of the Laserfiche files(images,text,electronic files, annotations,templates,and field data)for burning directly to your removable media or to a temporary directory. Choosing to publish to a temporary directory allows you to write it to your removable media at your convenience. MCCI'S OCR SCHEDULER FOR LASERFICHE MCCi I Page 30 of 40 • A simple, effective,and efficient way to mass OCR documents in Laserfiche. It allows administrators to configure multiple OCR sessions and ensure OCR is being completed,without end user interaction. MCCi I Page 31 of 40 INTEGRATION DESCRIPTIONS LASERFICHE CONNECTOR Provides a streamlined experience for integrating Laserfiche with line of business applications such as CRM and ERP systems. Laserfiche Connector integrates easily through user-defined hotkeys and embedded icons. Laserfiche Connector allows you to: • Search results will automatically open in the Laserfiche Client,Web Access,or WebLink. • Scan and automatically populate metadata with information from a third-party application. • Import and automatically populate metadata with information from a third-party application. • Connect two applications by allowing one of them to start the other(including the ability to pass parameters between them). • Choose whether any of the above actions are activated from a keyboard shortcut,a button embedded in the application's title bar,or both. LASERFICHE INTEGRATOR'S TOOLKIT(SDK) Provides the tools and documentation necessary for customizing Laserfiche and integrating Laserfiche with other applications. RATCHETX INTEGRATION A configurable and robust middleware integration tool for Laserfiche.With a single click of a button, new documents can be added to Laser-fiche from another application,and users can search Laserfiche directly from the applications they use most.The robust toolset it provides for accessing data from other applications(even the toughest proprietary systems),for use configuring the most common ECM integrations: Indexing, importing/scanning,and executing search queries. In addition, RatchetX provides the capability to create custom integration activities,such as populating a record in another system from the data extracted during the intake process in Laserfiche or looking up a record in another system from the Laserfiche interface itself(Bi-directional Integration). LASERFICHE INTEGRATOR GP Empowers Great Plains users to scan,search and link supporting documents in Laserfiche directly from the Great Plains menu bar. LASERFICHE ENERGOV INTEGRATION BY MCCI The Laserfiche EnerGov integration offloads the storage of documents from EnerGov to Laserfiche.This allows users to seamlessly store documents that would normally be saved in EnerGov, directly to their Laserfiche system.The integration makes use of the native EnerGov interface for attaching documents.The integration also allows meta-data associated with the EnerGov record to be tied to the entry in Laserfiche. Users wishing to view uploaded documents can do so through the existing EnerGov Interface. Please see"Client Deliverables"for other features available/dependent on EnerGov configuration settings. Each of the following areas are available in the integration configuration settings: • EnerGov Application • EnerGov Invoice • EnerGov Business • EnerGov Inspection Case • EnerGov Business License • EnerGov Payment • EnerGov Citizen Request • EnerGov Plan • EnerGov Code Case • EnerGov Permit MCCi I Page 32 of 40 • EnerGov Inspections • EnerGov Permit Renewal case Platform and Licensing Requirements The EnerGov integration can operate by using two different Laserfiche user licensing options. • Recommended: Utilization of Laserfiche"Keyed Integrator's License for EnerGov",which allows for up to 25 (higher volume packages can be purchased)concurrent connections to Laserfiche.This is the Laserfiche licensing approach recommended. Note that the Keyed Integrator's license is only available for the Laserfiche Avante or RIO platforms. • Utilization of current Laserfiche licensing: a. Laserfiche Avante or RIO platforms:A single named user can be used to connect to the Laserfiche server.This user is limited to four concurrent connections at a time,and is the max amount allowed with Laserfiche Avante and RIO platforms; b. Laserfiche Classic(Team or United)platforms:A user account can be used to connect to the Laserfiche server, however it will potentially consume all available concurrent licenses and limit the use of Laserfiche outside of the EnerGov integration. It is recommended that the client upgrade to the Avante or RIO platform, rather than take the risk of utilizing the integration and not having control of license consumption within the Laserfiche Classic(Team or United) platform. EnerGov Compatible Platforms:The Laserfiche EnerGov Integration is compatible with EnerGov On-Premise currently.A future release is planned for the EnerGov Cloud platform. EnerGov Licensing Requirements: EnerGov clients must confirm with EnerGov,their ownership of the needed SDK,API,and/or general EnerGov licensing requirements related to this integration. ESRI ARCGIS INEGRATION OPTIONS GEODOCS This is a robust GIS integration that is developed and maintained by a MCCi partner. It is a web-based software that seamlessly integrates ESRI 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. ARCGIS® INTEGRATION FOR LASERFICHE This is a basic ArcGIS(10.1 or higher) integration that is developed and maintained by a MCCi partner. It allows for easy interaction between the ArcGIS interface and a Laserfiche repository, by allowing users to upload documents to Laserfiche straight from the ArcGIS interface and view any related documents/folders via Laserfiche Weblink or Laserfiche Web Access(requires Laserfiche licensing for Laserfiche Weblink or Web Access).The dynamic ArcGIS map will auto-populate, indicating which features on the map have documents associated with them in Laserfiche. 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.Additionally,there is an automated service that archives Warrants as single documents with the associated metadata,directly from LT systems to Laserfiche. DOCUSIGN INTEGRATION OPTIONS LASERFICHE INTEGRATION WITH DOCUSIGN MCCi I Page 33 of 40 The Laserfiche Integration with DocuSign enables users to initiate a signing process from within Laserfiche Web Access. Users may select the type of signing process they are initiating and attach documents that need to be a part of that process.Also, once the signing process completes,documents are imported back into the Laserfiche Repository from DocuSign as new versions of the un-signed document. Information captured during the signing process may be mapped to Laserfiche metadata fields. *Note-Client is responsible for providing their own DocuSign license. CITIES DIGITAL DOCUSIGN INTEGRATION With this integration, users are able to open documents from Laserfiche, place recipient specific tags (such as signature/initial boxes) in documents and email them out. Recipients will be notified of the signature requirements via email-and once the document is signed and emailed back, both sent and signed documents will then automatically be archived in Laserfiche,with appropriate metadata applied. Users are able to: • Open documents in the DocuSign®editor from Laserfiche. • Send documents to one person or to multiple recipients. • Have returned,signed documents automatically archived in Laserfiche®, linked to and stored in the same location with the original document. • Easily incorporate signature processes as part of an internal process/workflow. • Request Signatures using the DocuSign®Activity Workflow. • Drag activity into the designer and configure properties the same way users would use other Workflow Activities. *Note-Client is responsible for providing their own DocuSign license,Public lP,SSL Certificate and DocuSign "Connector"Feature LASERFICHE NEOGOV INTEGRATION BY MCCI The MCCi Integration between Laserfiche and NEOGOV is a powerful tool that enables Personnel Records created in NEOGOV to be transferred seamlessly to a Laserfiche repository.To transfer records from NEOGOV to Laserfiche, users select the Applications or Onboarding documents they want to transfer,then simply click a "Send to Laserfiche" button in the NEOGOV interface. The integration utilizes Restful Web Service APIs to automatically"upload"your NEOGOV documents from your cloud-based NEOGOV implementation to your Laserfiche repository, regardless of where the repository is located.To facilitate this transfer,this integration includes a configuration utility and Restful Web Service Endpoint that must be installed near your Laserfiche environment.This endpoint must be able to reach your Laserfiche server to store the record,while also being accessible over the public internet for the NEOGOV service to send the records to your environment. The Laserfiche NEOGOV integration currently works with the NEOGOV Insight and Onboard modules. Client Requirements: • Client must have the NEOGOV Insight and/or Onboarding module(s)to make use of this integration. • Client must have a named-user license allocated for this integration to use for uploading records. • Client must give MCCi access to your Laserfiche environment to install our Common Web Service Endpoint. • The listener Endpoint must be on a server that can be accessed by the NEOGOV Document Management Service and is often deployed to your DMZ environment. • This listener service must be able to transfer received documents to your Laserfiche server over port 80 or 443. • Client must separately procure and install their own SSL certificates to bind to IIS HTTPS endpoints, enabling encrypted transmission of HR documents from NEOGOV to Laserfiche. MCCi I Page 34 of 40 MCCI INITIAL INSTALLATION STANDARDS & PROCEDURES The following components will be installed as part of your Laserfiche solution by default unless your pricing, Statement of Work, or written correspondence with you states otherwise. The Client is responsible for having the hardware in place based on our minimum hardware specifications outlined in this proposal prior to software installation. LASERFICHE RIO • Forms • Directory Server(LFDS) • Mobile • Laserfiche Server • Discussions • Windows Client&Administration Console • Federated Search • Workflow • Import Agent(If Purchased) • Web Client • Audit Trail LASERFICHE AVANTE • Web Client • Directory Server(LFDS) • Forms • Laserfiche Server • Mobile • Windows Client&Administration Console • Import Agent(If Purchased) • Workflow • Audit Trail(If Purchased) LASERFICHE SUBSCRIPTION • Forms • Directory Server(LFDS) • Mobile • Laserfiche Server • Discussions • Windows Client&Administration Console • Federated Search • Workflow • Import Agent • Web Client • Audit Trail REMOTE ASSISTANCE Many of our packages list remote assistance for up to a certain number of days. This is based on total days, not business days. TRAVEL MCCi will schedule travel in consecutive days for most engagements unless otherwise stated or agreed upon. MCCI I Page 35 of 40 • MINIMUM 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. OS Windows 10(32 or 64) Client/Scanning CPU 2.8 GHz processor or faster Station PC Memory 4 GB RAM or more Communications TCP/IP OS Windows 10 or Windows Server 2016(32 or 64) Batch Processing CPU 2.8 GHz Processor or faster Quick Fields Memory 8 GB RAM or more Machine Communications TCP/IP High Volume Recommendation Windows 10 with 8 GB RAM,Intel Core 2 Duo Processors 3.33GHz OS Windows Server 2012 R2 or Higher Laserfiche CPU 4 Core Processor,2.5 GHz Processor or better Application Server Memory 8-12 GB RAM Communications TCP/IP Database Requires 1 Database per Repository(See Database Server Section) Image/File Server Typical usage factoring is 13,333 black/white standard size images per 1 GB. Clients typically use a Network Attached Storage Storage (NAS),Storage Area Network(SAN),or a Local Storage Device. OS Windows Server 2012 R2 or Higher Laserfiche CPU 4 Core Processor,2.5 GHz Processor or better Workflow Server Memory 8 GB RAM or higher Communications TCP/IP Database Server Requires 1 Database per Workflow Server(See Database Server Section) Internet Information Services(IIS):IS 7(Windows Server 2008),IIS 7.5(Windows Server OS&IIS 2008 R2),IIS 8(Windows Server 2012),IIS 8.5(Windows Server 2012 R2),IIS 10 (Windows Server 2016) CPU Dual Core Processor,2.5 GHz Processor or better Laserfiche Audit Memory 4 GB RAM Trail Server Communications TCP/IP Local Storage C:\Drive with 40GB or greater available Database Server Requires 1 Database per Repository(See Database Server Section) OS Windows Server 2012(Service Pack 2 or Higher) CPU 2.93 GHz or Faster Laserfiche Memory 4 GB RAM Connector Laserfiche Server version 9.0 or later if using Laserfiche Connector with the Laserfiche Client Software Requirements 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. MCCi I Page 36 of 40 Required if Installing"Web Access/Client"or Public Portal-"Weblink" Internet Information Services WS):IS 7(Windows Server 2008),IIS 7.5(Windows Server OS&115 2008 R2),IIS 8(Windows Server 2012),IIS 8.5(Windows Server 2012 R2),11510 (Windows Server 2016) CPU 8 Cores 2.8 GHz or faster processor Memory 8 GB RAM or more Web Browser(minimum versions): Laserfiche Web products operate most efficiently Viewer when using Internet Explorer 11 or later. Other supported browsers are Microsoft Edge,Firefox,Safari and Chrome Web Module Laserfiche Public Portal-Weblink Per Processor(Unlimited)licensing specifics: The Server(s) Clients are responsible for any Public Portal License allows unlimited connections per processor;however,a large additional security protocol number of connections may affect the Laserfiche application server performance(one setup/associated fees that are processor can handle roughly 100 to 150 concurrent retrieval connections). The client required to provide internal/external web access. An example would be must have one Public Portal License for each Laserfiche application server they desire setting up"Kerberos"for thin client to connect to,and the Public Portal license must be licensed by the appropriate active directory authentication or number of processors,which is required to match or exceed the CPUs/processors on setting up VPN access to allow the Laserfiche application server that the Public Portal will connect to. For example, Laserfiche's iPad/iPhone applications the client must have a dual-processor or multiprocessor Public Portal license in order to connect through the Web Access 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 server. other applications. OS Windows Operation Systems:32&64 bit OCR Scheduler for Requirements Laserfiche Version 9 Server or Higher(runs as a service),Laserfiche Version 9 Client or Laserfiche Higher. Recommendation 1 dedicated Laserfiche Named User license Must use ISIS drivers to be compatible with Laserfiche ScanConnect software.Scanner compatibility should be confirmed by Scanners referencing the most up to date Laserfiche published supported scanner list at: blip://laserfiche.com/static/Resources/scanlist.html Laserfiche Server Version 9 or higher,Avante or Rio licensing model Internet Information Services(IIS):IS 7(Windows Server 2008),IIS 7.5(Windows Server Web Server 2008 R2),IIS 8(Windows Server 2012),115 8.5(Windows Server 2012 R2),115 10 (Windows Server 2016) CPU 4 Core or more Memory 8 GB RAM or more Hardware requirements may fluctuate based on the number of users logged in to the Laserfiche Forms Note 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 Requires 1 Database per Forms Server(See Database Server Section) 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, Client 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). Concurrent Users Cores Memory 25-100 4 32 101-200 8-16 64 Database Server 201-1,000 16-32 64 1,000+ 32+ 64+ Database File Locations It is recommended to follow Microsoft SQL best practices when installing and configuring for use with Laserfiche. Microsoft SQL Server 2012(Service Pack 2)and Higher.Note: Express editions of the above Microsoft SQL Server versions are supported but are only suitable for Versions 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. MCCi I Page 37 of40 Terms and Conditions requirement,the client waives any and all liability to MCCi for any fees,damages,etc.that MCCi,a Limited Liability Company,which is duly organized and existing under the laws of the could be related to software configurations. State of Florida,hereinafter referred to as MCCi,hereby offers the Laser-fiche Software& Services according to the following terms and conditions: 9.TEST/EVALUATION SOFTWARE Purchases/availability of test and/or evaluation software are dependent upon the t LASERFICHE SOFTWARE PLATFORM UPGRADE manufacturers current relative policies. One year of LSAP must be purchased for new products when upgrading.LSAP of the original product will not be credited.However,remaining months of LSAP can be applied towards the 10.CLIENT SOFTWARE CUSTOMIZATIONS new purchase of one year of LSAP for the new products.To receive any available software The client may also choose to customize their software internally without MCCi's help.MCCi is credit for prior platform software,the client must have an active LSAP(support/maintenance not responsible for any damages caused by the client's customization of the software.MCCi will • that has not expired).Credits are not available for moving to Laserfiche Subscription or Cloud not be held responsible for correcting any problems that may occur from these customizations. licensing options from an alternative Laserfiche licensing model. Routine updates to the software may affect any customizations made by the client.If MCCi's help is required to correct/update any customizations made by the client,appropriate charges 2. INTEGRATIONS will apply. 3rd party Laserfiche integrations or utilities may consume one or more Laserfiche user licenses depending on how the vendor designed and coded the integration.These additional licensing 11. CLIENT OWNED HARDWARE needs should be verified by the Client and considered in the user licensing purchased. With the exception of MCCi providing hosted infrastructure options for Laserfiche,MCCi does not support any client-owned hardware or any of the related services as part of this contract. 3.SOFTWARE ASSURANCE PLAN(SAP) MCCi acts as 1st tier support and works with the manufacturer at a 2nd tier level when needed. 12. USE OF BASECAMP MCCi's Software Assurance Packages include:access to software point release updates, Through the course of this project,MCCi may choose to utilize the third-party service telephone or email support for software related issues,24-hour FTP and website access, Basecamp(http:llwww.basecamo.com)for project management and team collaboration. technical bulletins,and newsletters.Adjustments in annual support rates may be made to Documentation and correspondence exchanged between MCCi and The Client may be stored coincide with current U.S.inflation rates;any increase will not exceed the cumulative increase in Basecamp.The Client acknowledges that Basecamp is responsible for secure storage of this in the Consumer Price Index(CPI)occurring since the last price increase.Annual support documentation,and agrees that Basecamp's security guidelines located payment is due in advance of the renewal date.Reinstatement fees will apply if payment is at httos://basecamo.com/security are acceptable for the storage of The Client's data and received more than 30 days after the renewal date.Any updates requiring shipment of correspondence exchanged with MCCi. software require Client to pay shipping costs.For Laserfiche(all other software brand terms are based on manufacturer's policy)products: 13.CLIENT INFORMATION TECHNOLOGY ASSISTANCE • For net new systems,the support date is set 30 days after MCCi submits software order For MCCi to excel in customer service,the client must provide timely access to technical to Laserfiche. resources.The client must provide adequate technical support for all MCCi installation and • For platform upgrades,the support date is set immediately upon MCCi submitting support services.If the client does not have"in-house"technical support,it is the client's software order to Laserfche• responsibility to make available the appropriate Information Technology resources/consultant • For additional software,the support date is prorated to match the client's existing when needed. support date. • All maintenance/subscriptions are prepaid and non-refundable. 14.SOFTWARE INSTALLATION • For Subscription Licensing(only applicable if Subscription licensing has been purchased) MCCi will install all software outlined herein.If additional software is needed to bring the site • Notice of non-renewal:45-day written notice is required.If payment is not up to specifications,client will be billed accordingly. received prior to the expiration date,the Client will receive a 15-day grace period and then the Subscription software will no longer function. 15. PROFESSIONAL SERVICES RESCHEDULING/CANCELLATIONS • Renewal of expired Subscription licensing:If a customer reactivates an expired Travel Expenses:If the client cancels or reschedules an installation after MCCi has made travel Subscription account within the same calendar year,the customer will be charged arrangements,travel expenses may be incurred due to circumstances such as non-refundable a 1-month reinstatement penalty and the anniversary date will remain as the airline tickets,hotel reservations,rental cars,etc. original anniversary date.If the reactivation of an expired account occurs a year or Site Preparation:The Client site should be ready for installation according to specifications more after it has been expired,the customer will be charged a 1-month outlined within the Hardware section.If site is not prepared and results in cancellation,delays, reinstatement penalty and will have a new anniversary date based on the date of or rescheduling of an installation after MCCi has made travel arrangements,the client may purchase. incur expenses due to circumstances such as non-refundable airline tickets,training/install charges,hotel reservations,rental cars,etc. Clients may contact MCCi support via MCCi's Online Support Center,email Project Delays:Requests made by the client to cancel/reschedule delivery of services will (5upport@mccinnovations.com),or telephone 866-942-0464.Support is available Monday cause a delay in delivery of the services and the overall project.The client understands that through Friday(excluding major holidays)from 8 a.m.to 8 p.m.Eastern Time. MCCi will have to respect the timelines of other scheduled projects when rescheduling services due to a request made by the client. 4.SOFTWARE PURCHASES AND SUPPORT RENEWALS As your current Solution Provider of Record,Laserfiche policy dictates that MCCi,is the only 16.ADDITIONAL SERVICES Solution Provider that can download software licenses and activations for you.Unless you As an additional service/product under this contract,MCCi can provide the following: decide to cancel your contract with MCCi or work with Laserfiche to formally change your • Electronic Agenda and Legislative Management(Legistar)-MCCi offers the Granicus Laserfiche Solution Provider of Record,future software purchases,upgrades,and support Legislative Management Suite(Legistar)and related services,which provides electronic renewals will be processed and provided solely by MCCi. automation and creation of agendas and minutes.Legistar is also integrated with Laserfiche. 5. LASERFICHE RIO SHARED SERVICES PROVISIONS • Scanning and Digital Conversion Bureau-MCCi offers scanning,indexing,and The Host Entity is the owner of the Laserfiche licensing and is registered as such with MCCi and integration of hard copy documents and microfilm/microfiche with Laserfiche Software Laserfiche corporate.For Laserfiche corporate licensing rules,there can only be one licensed to provide the Client with the most powerful index retrieval search engine available. entity per Laserfiche Rio platform.Licensing is non-transferrable.Additionally,the Host Entity is • Open Records Request Solution(JustFOIA)-MCCi offers its JustFOlA solution to help responsible for cost allocation among the other entities that are utilizing its Laserfiche Rio agencies track open records requests.JustFOIA is a hosted solution that is user-friendly, Platform and for being the main point of contact for support provided through MCCi. affordable,and integrated with Laserfiche ECM. 6.SERVICE LEVEL AGREEMENT(SLA) 17.AGREEMENT EXTENDED TO OTHER GOVERNMENTAL UNITS MCCi's SLAs are offered as additional options to the Software Assurance Package.A SLA is MCCi agrees to allow any other Government agency to purchase items at the same terms, required in some circumstances and offers the client escalated response times depending on conditions,and pricing as this contract during the contract period.Minor changes in terms and the severity of the support issue,as well as extended support hours and many other additional conditions may be negotiated by MCCi and participating Government agencies.Any orders benefits.The SLA documentation is readily available upon request.MCCi currently has two issued against this agreement shall be the sole responsibility of the Government agency separate SLAB available: placing the order.It is understood that the Client shall incur no financial responsibility in • MCCi SLA:Level 2-Infrastructure Hosting connection with any purchase by another Government agency. • MCCi SLA:Level 3-Application Support 18. LIMITED LIABILITY 7. MCCi SOFTWARE CUSTOMIZATIONS Notwithstanding anything in this Agreement to the contrary,MCCi's total liability to the dient for any The client may elect to contract with MCCi to customize the standard software.As standard and all claims,damages,or liability arising out of or related in any way to this agreement or the software is upgraded,any customizations performed will require support and updates through products or services being provided by MCCi to Client shall be strictly limited to the project fees paid our Integration Support Assurance Program(ISAP).ISAP must be current to receive updates to to MCCi by the Client for the preceding 12-month period immediately preceding the event giving rise the integration at no additional charge.Otherwise,current hourly rates will apply.Upgrades to to the claim by the Client,and shall also be limited to the fees paid to MCCi for the particular existing programs or the acquisition of new programs from vendors other than MCCi may service/product that the Client's claim was caused by or arose out of.[For example,if the Client is affect customizations made to the software by MCCi.MCCi will not be held responsible if paying MCCi for both Laserfiche Product and Infrastructure Hosting Services,and the daim arises upgrades or changes made by the client or another vendor or application preclude the operation of MCCi's customizations. from an Infrastructure Hosting Services problem,then the liability limitation would be the 12-months • fees paid for Infrastructure Hosting Services and would not include the fees paid for Laserfiche 8. MCCi SOFTWARE CONFIGURATION SERVICES products.] The client may elect to contract with MCCi to configure the software.The client is responsible for testing all software configurations completed by MCCi.By acknowledging this testing MCCi I Page 38 of 40 19.INDEMNIFICATION increase your fees by the same percentage amount,provided we notify you in • If MCCi or our affiliates(owners or partners),or any of our or their respective employees, writing at least 90 days before the effective date of the price increase. agents,or suppliers(the"Indemnitees")is faced with a legal claim by a third-party arising out of Adjustments in subscription rates may be made to coincide with current U.S. • your actual or alleged gross negligence,willful misconduct,violation of law,failure to meet the inflation rates;any increase will not exceed the cumulative increase in the • security obligations required by the Agreement,or violation of your agreement with your Consumer Price Index(CPI)occurring since the last price increase.Note that for customers or end users,then you will pay the cost of defending the claim(including reasonable renewals of terms that are one(1)year or more in length,MCCi will not increase attorney fees)and any damages award,fine or other amount that is imposed on the fees more than once over a 12-month period. In the event that the client has a Indemnitees as a result of the claim.Your obligations under this subsection include claims renewal term of less than one(1)year(examples would be quarterly or monthly), • arising out of the acts or omissions of your employees or agents,any other person to whom fees can be increased at any time and by any amount,upon 90 days advance • written notice. you have given access to the Services,and any person who gains access to the Services as a Payment: Payments are due according to the terms specified on the invoice and always result of your failure to use reasonable security precautions,even if the acts or omissions of prior to the subscription expiration date.Late payments are subject to fees,as well as such persons were not authorized by you.You must also pay reasonable attorney fees and suspension of services. other expenses we incur in connection with any dispute between persons having a conflicting claim to control your account with us or arising from an actual or alleged breach of your Terms specific to different hosting options obligations to them. A.Infrastructure Hosting with Managed Services MCCi offers server instances to clients that would rather not acquire the physical or virtual 20.FORCE MAJEURE infrastructure themselves and who desire to have a fully managed solution.MCCi offers these • Neither party shall be liable for any delay or failure in performance due to causes beyond its services through its award-winning partner Rackspace.MCCi offers AWS,Azure,or Rackspace reasonable control. hosted infrastructure,as well as fully Managed Service options,all through its partnership with Rackspace. 21.CLIENT FINANCIAL SOLVENCY/BANKRUPTCY The client acknowledges the following terms,conditions,and limitations(and accepts that MCCi may require payment in advance for products and services in response to learning of MCCi's liability and responsibility is limited by the following): financial solvency or bankruptcy issues. • Rackspace's Acceptable Use Policy found at: btto://www.rackspace.com/informationffegal/global/aup. 22. NO HIRE CLAUSE • Client shall have no rights against Rackspace in connection with the Hosting Services sold Client and MCCi agree that during the period that this agreement is in force,including by MCCi. extensions or modifications thereto,and for an additional 12 months following this period, • Prohibition of high-risk use:The client may not use the hosting service in any situation neither Client nor MCCi will actively recruit or solicit employees,independent contractors of where failure or fault of the hosting services could lead to death or serious bodily injury • either company,or the employees of any of the other subcontractors who are on active payroll of any person,or to physical or environmental damage.For example,you may not use or status and are currently participating in this program,without the prior written approval of the permit any other person to use the hosting services in connection with aircraft or other party whose employee or independent contractor is being considered for employment.This modes of human mass transportation,nuclear or chemical facilities,or medical life does not prohibit any employee from responding to or pursuing employment opportunities support devices. through normal media channels,(i.e.newspapers,professional journals,etc.)so long as it is not • Microsoft license terms,if applicable:http://www.rackspace.co.uk/legal/microsoft- related to this particular program and that it is not an attempt to avoid the intent of the above license. restriction.If,during the term of,or within 12 months after the termination of the performance • MCCi does not promise that the services will be uninterrupted,error-free,or completely period of this agreement,client hires directly or indirectly contracts with any of MCCi's secure.You acknowledge that there are risks inherent in internet connectivity that could personnel for the performance of systems engineering and/or related services hereunder, result in the loss of your privacy,Client Data,Confidential Information,and property. • client agrees to pay MCCi 125%of the fees paid to,or in favor of such personnel for one(1) • MCCI is not liable to you for lost data unless and to the extent you purchase data backup year after such personnel separates from service with MCCi. services,and we fail to provide the backup services as agreed.If you purchase backup services,you release MCCi from liability for loss of data to the extent the data has 23.TERMINATION changed since the time that we were last required by the Agreement to perform a The services provided in this agreement will be in full force and effect for a period of three(3) backup. years from the execution date of the agreement,or from the initial software/maintenance subscription date(applicable only when such components are included). Thereafter,this B.Infrastructure Hosting Only(No Full Managed Service Option) agreement will be automatically renewed from year to year,provided that either party may MCCi offers"Docs on The Cloud"server instances to clients that would rather not acquire the alter or cancel the terms of this agreement upon 60 days written notice. physical or virtual infrastructure themselves.MCCi offers this service through a partner (Gordon Flesch Company,Inc.).They are the leading provider of hosted Laserfiche server 24.MARKETING&REFERENCES instances.Unless noted otherwise,Docs on The Cloud server instances are hosted in"Amazon Client agrees to allow MCCi to publicly announce the client's selection of MCCi for the specific Web Services"(AWS)and include the creation,maintenance,and upgrades of purchased virtual solution(s),at the time of the dient contracting with MCCi.Additionally,upon the dient providing machines,maintenance of operating system software,and daily backup snapshots of the written consent,MCCi is authorized to publish and publicize testimonials and case study information hosted infrastructure.The client acknowledges the following terms,conditions,and limitations pertaining to MCCi's work with the Client.This information,including the Clients organization name, (and accepts that MCCi's liability and responsibility is limited by the following): • logo,and contact information will be used in all media types. • MCCi:Initial installation of Laserfiche software components and ongoing application of Laserfiche upgrades if client subscribes to MCCi's Managed Services or Laserfiche 25.MCCI TERMS&CONDITIONS FOR HOSTED INFRASTRUCTURE Administration Services package.MCCi also serves as 1st tier for support issues and These'Terms&Conditions for Hosted Infrastructure"are on&aoolicable if Client contracts with handles all billing related to the service. MCCi to host infrastructure for its Laserfiche Solution. • Client:Serves as server and database administrator and maintains all non-Laserfiche and non-operating system applications,including required database software acquisition, In the event that Client contracts with MCCi for Hosted Infrastructure service,there are additional installation,maintenance,upgrades,and database maintenance routines. • contract terms applicable to these services,which are contained in"MCCi SLA:Level 2- The client acknowledges and accepts the published AWS Service Level Agreement,Customer Infrastructure Hosting"The MCCi SLA:Level 2-Infrastructure Hosting terms are available upon Agreement,and Customer License Terms and acknowledges and accepts that MCCi extends request. the same terms to the client,which will always be limited to the most recent published AWS terms and conditions: Subscription Term,Fees.Payment,and Termination of Services AWC EC2 SLA:bttos://aws.amazon.com/ec2/sla/ Subscriptions for hosted infrastructure are for no less than a one(1)year period and can be AWS Customer Agreement:hrtosJ/aws.amazon.som/agreement/ prorated to match Laserfiche software/subscription renewal dates.The term starts when AWS Customer License Terms:httosJ/www.gflesch.com/hubfs/Gordon-Flesch access is provided.For new implementations,the Laserfiche software/subscription order Site/Terms and Services Documents/AWSResellerCustomerLicenseTerms.pdf process and start date of renewal periods may be aligned to match the hosted infrastructure • MCCi does not promise that the Services will be uninterrupted,error-free,or completely subscription start date.The one(1)year period automatically renews,unless the client provides secure.You acknowledge that there are risks inherent in internes connectivity that could written notice 90 days in advance.You may terminate this Agreement for convenience at any result in the loss of your privacy,Client Data,Confidential Information,and property. time upon 90 days advance written notice. • MCCI is not liable to you for lost data unless and to the extent you purchase data backup • Fee increases: services,and we fail to provide the backup services as agreed.If you purchase backup • Adjustment to fees related to an increase in the level of service services,you release MCCi from liability for loss of data to the extent the data has requested/authorized by the client will be made at the time of such changes in changed since the time that we were last required by the Agreement to perform a service becoming available to the client. backup. • Third-Party License Fees-In the event that a third-party license provider increases the fee they charge MCCi's hosting partner for your use of such license,we will MCCi I Page 39 of 40 ek Submitted by: MCCi,a Limited Liability Company Date: October 25, 2019 By: (Signature) (Printed Name&Title) Noted Items Accepted by: OCOEE,FL Date: By: (Signature) (Printed Name&Title) MCCi I Page 40 of 40