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R-13-11-14-F4 - 11/14/2013RESOLUTION NO. R -13-11-14-F4 WHEREAS, the City of Round Rock desires to retain professional services regarding Laserfiche software and support services, and WHEREAS, MCCi has submitted a contract to provide said services, and WHEREAS, the City Council desires to enter into said contract with MCCi, Now Therefore BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK, TEXAS, That the Mayor is hereby authorized and directed to execute on behalf of the City a contract with MCCi for the purchase of Laserfiche software and support services, a copy of same being attached hereto as Exhibit "A" and incorporated herein for all purposes. The City Council hereby finds and declares that written notice of the date, hour, place and subject of the meeting at which this Resolution was adopted was posted and that such meeting was open to the public as required by law at all times during which this Resolution and the subject matter hereof were discussed, considered and formally acted upon, all as required by the Open Meetings Act, Chapter 551, Texas Government Code, as amended. RESOLVED this 14th day of November, 2013. ALAN MCGRAW, Mayor City of Round Rock, Texas ATTEST: SARA L. WHITE, City Clerk 0112.1304;00286000 CORPORATE OFFICE Sales Department PO Box 2235 • Tallahassee, Florida 32316 (800) 342-2633 • FAX (850) 701-0715 August 20, 2013 Mr. Brooks Bennett CIO 221 East Main Street Round Rock, TX 78664 Dear Mr. Bennett: KCCi Experience.Excek-n _:e Municipal Code Corporation EXHIBIT A„ RUSSELL HADDOCK Senior Account Executive (TX, LA, OK, MO, CO, NM, and KS) 7940 Park Ridge Drive Fort Worth, TX 76137 (817) 909-9266 • rhaddock@mccinnovations.com I enjoyed speaking with you recently regarding the Laserfiche software and services. Pursuant to our discussion, we are pleased to enclose our Professional Services Proposal. While reviewing the proposal, please keep in mind the following advantages of being a MCCi customer: 'Y Leading Provider— For the past five years, MCCi was ranked as the 111 Laserfiche VAR in the United States. With 3 offices in Texas, we are dedicated to our Texas customers and serve over 100 clients in Texas alone at this time. Professional Certifications — MCCi's staff is well-trained and holds multiple certifications in security, HIPAA, CDIA+ and more to give you the peace of mind that we are simply the best at what we do. Our staff is also Laserfiche Gold Certified, meaning we have passed the Laserfiche CPP courses required for this certification. ji Government Focus — MCCi was created by Municipal Code Corporation to focus on innovative technologies for Government. MCCi provides Laserfiche software and services to more than 400 government entities including Cities, Counties, State Agencies, Special Districts, and more. Specialization in Enterprise Solutions — Our Project Managers provide implementation and training services to help make your solution an Enterprise -wide deployment. We work with you on your initial project plan knowing that one day Laserfiche will be used across the entire organization. This methodology helps you plan to meet this goal in your time frame whether it be an immediate objective or part of a multi-year plan. 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 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 complimentary 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 on our toll-free number. We appreciate your interest and hope that we will have the pleasure of working with you and serving the City of Round Rock. Sincerely, �---- Russell Haddock Senior Account Executive Executive Summary Company History MCCi, a subsidiary of Municipal Code Corporation (The nation's leading codifier for local government), has been providing Electronic Records Management Solutions to its clients since 1998. In 1998, Municipal Code Corporation (MCC) created a document imaging division, which subsequently evolved into MCCi in the summer of 2003. This allowed MCCi to provide its customers with a higher level of service, but still benefit from the stability and credibility of MCC. With a client base of over 400 government agencies and satellite offices across the country, we are striving to be the leading Electronic Records Management provider in the United States. MCCi has been the #1 Laserfiche VAR in the world the last 4 years. Proposed Solution MCCi is proposing the Laserfiche software for your organization. Laserfiche is a unified solution that manages all your organization's documents and records, regardless of location or media. Please keep in mind some of the features of Laserfiche: User Friendly— Laserfiche is very easy to learn, navigate and use. Users will see Laserfiche has a folder tree structure similar to Windows Explorer for easy viewing and use. This familiarity will give your staff the confidence to begin scanning and retrieving documents almost immediately after installation making an Enterprise rollout easier on your resources. ri Comprehensive Security — Laserfiche Comprehensive Security allows you to control the security of your documents on many levels. You determine what functions, such as scanning and printing, each staff member may use. Security features are easy to administer and with proper right records managers can administer most security functions without IT staff assistance. i intelligent Search — Laserfiche lets you search your documents based upon full -text search, index search, and document and folder name searches. The Laserfiche full -text search unlocks the contents of your documents; if you need to find a word or phrase within a document, the full -text search retrieves it immediately. An easy Google -style toolbar is available for searching as well. •4( 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 product, etc., Laserfiche has options available. Laserfiche Microsoft integrations include the ability to archive Office & Outlook documents directly into Laserfiche as well as integration with Microsoft SharePoint. ,i Business Process Automation — Laserfiche allows users to capture information instantly and automate business processes instead of the traditional methods of using an imaging solution as an archival tool. Users are finding efficiencies by reducing the time processes take and giving users access to information instantaneously through the implementation of Laserfiche Workflow, resulting in cost savings for the organization. Mobility & Web Tools — Mobile devices are being used more and more in organizations for day to day operations. Laserfiche has options available to ensure you can access Laserfiche from these devices and perform related actions quickly on the go. There are also options for giving your outside citizens/customers access to records through the web to promote transparency and decrease records requests. 2 Avante Features MCCi is recommending the Avante platform for your organization. Avante includes: 4 Bundled users — Each user comes bundled with: 4( Workflow for Business Process Automation •i Snapshot for archiving electronic records Email Plug-in for emailing records directly from Laserfiche �i Options for bundling the following functionality into user licenses: - Web Access, which includes a thin client option for users, Web Access Light for mobile devices & tablets, iPhone & iPad apps, and SharePoint integration. - Audit Trail for monitoring, recording, and reporting on system activity. - Digital Signature capabilities Web -based Administrative Console allowing you to administer the system from anywhere. 1/ Options for Electronic Forms, Records Management, Batch Processing tools, Integrations, and Web Portals. MCCi Advantage MCCi is a leading Laserfiche provider focusing on customer service in every aspect of your project. As a client you will receive access to our highly trained staff & support services, including: Dedicated Project Management — Our Project Managers are highly trained in the areas of implementation, Workflow processes, integrations, and more to help your organization implement a well thought out Enterprise system based on your organization's needs. They are Laserfiche Gold Certified and also hold other professional certifications to maintain a high knowledge level of our client's business processes. 4' Dedicated Support—Once your project is complete, you will have access to our support staff for trouble shooting & supporting your Laserfiche system. Our staff can be easily reached through email, phone or our online support center. Sales & Account Management Team — You will have a dedicated team of an Account Executive and Account Manager that you can directly contact. They will also proactively contact you to ensure satisfaction, provide additional information on your products, and conduct web & regional events on continuing education topics. Training Services — Before, during, and after your project, we focus on ensuring the users are trained on the software and stay up to date on the features available. In addition to our Training Services, we offer a yearly subscription to our Online Training Center for Laserfiche to help protect your Laserfiche investment. This allows all types of users, regardless of their role, to access videos on popular topics. This information is updated monthly and will be a continued resource for your organization. if" Back File Scanning & Conversion Experience — In the event you need to address a back file scanning project or have older data from legacy systems to convert, we have experience in addressing these and integrating them into your Laserfiche system. We have converted over 30 different applications and migrated the data to Laserfiche for other clients. 3 P4CCi Expei ienueExcellence STATEMENT OF WORK Laserfiche Avante Product Description: Qty. Cost DIR-SDD-2502 Total ECM SOFTWARE LICENSING FOR AVANTE Q Avante Server for MS SQL 1 $5,000.00 $4,662.50 $4,662.50 [✓J LF Records Management Module 1 $6,000.00 $5,595.00 $5,595.00 Q LF Full Named User 40 $500.00 $466.25 $18,650.00 Includes Snapshot, Email, and Workflow [Zj LF Advanced Audit Trail, 20% Add On to All Named Users 40 $100.00 $93.25 $3,730.00 [ZI Import Agent 1 $1,495.00 $1,394.09 $1,394.09 O OCR Scheduler for Laserfiche - Requires one dedicated 1 $1,500.00 $1,398.75 $1,398.75 Laserfiche User License © LF Scanconnect 10 -pack 1 $915.00 $853.24 $853.24 [Z( LF Workflow 1 Included Included Included ECM Software Licensing Total $36,283.58 BATCH PROCESSING MODULES FOR AVANTE Quick Fields is licenses per machine • Quick Fields 1 $595.00 $554.84 $554.84 • Zone OCR and Validation Package 1 $2,795.00 $2,60634 $2,606.34 Includes Zone OCR and Pattern Matching • Barcode and Validation Package 1 $1,695.00 $1,580.59 $1,580.59 Includes Barcode, 2D Borcode and Pattern Matching CJJ Real Time Look Up and Validation Package 1 $595.00 $554.84 $554.84 Includes Real Time Look Up and Pattern Matching Batch Process Modules Total $5,296.61 3rd PARTY INTEGRATION TOOLS © Ratchet -X SPL Commander License (1-50 Users) Integration Tools Total 16 $236.00 236.000 $3,776.00 $3,776.00 ANNUAL SOFTWARE SUPPORT - BASIC LSAP © Avante Server for MS SQL 1 $1,000.00 $900.00 $900.00 • LF Records Management Module 1 $1,200.00 $1,080.00 $1,080.00 © LF Full Named User 40 $100.00 $90.00 $3,600.00 Includes Snapshot, Email, and Workflow Q LF Advanced Audit Trail, 20% Add On to All Named Users 40 $20.00 $18.00 $720.00 Ei Import Agent 1 $390.00 $351.00 $351.00 © OCR Scheduler for Laserfiche - Requires one dedicated 1 $330.00 $297.00 $297.00 Laserfiche User License Q LF Scanconnect 10 -pack 1 $184.00 $165.60 $165.60 4I [JJ LF Workflow 1 Included Included Included 121 Quick Fields 1 $120.00 $108.00 $108.00 Q Zone OCR and Validation Package 1 $560.00 $504.00 $504.00 Includes Zone OCR and Pattern Matching [JJ Barcode and Validation Package 1 $340.00 $306.00 $306.00 Includes Barcode, 2D Barcode and Pattern Matching Q Real Time Look Up and Validation Package 1 $120.00 ' $108.00 $108.00 Includes Real Time Look Up and Pattern Matching Q Ratchet -X SPL Commander License (1-50 Users) 16 $48.00 $48.00 $768.00 lil Managed Services for Laserfiche - Avante SQL 1 $1,890.00 $1,890.00 $1,890.00 O Managed Services for Ratchet -X 1 $630.00 $630.00 $630.00 O Managed Services for Workflow, Level 1 *not to exceed 25 1 $3,150.00 $3,150.00 $3,150.00 hours 0 Training Center 25 - 49 Users 1 $2,840.00 $2,840.00 $2,840.00 O MCCi Service Level Agreement 1 $1,782.00 Annual Support Total $19,199.60 For budgetary purposes, the Client should include $19,199.60 in annual budget for renewal of LSAP, Managed Services, and the Training Center for the software quoted above. MCCi PROFESSIONAL SERVICES El Records Management Module Training, per day 1.5 $2,100.00 $1,890.00 $2,835.00 *Travel expenses included. 121 Basic Onsite Training of software, per day 3 $2,100.00 $1,890.00 $5,670.00 Workflow training and installation excluded. Travel expenses included. Q Onsite Quick Fields Training 0.5 $2,100.00 $1,890.00 $945.00 O Quick Fields Document Class Session Configuration, per 1 $560.00 $504.00 $504.00 document class O Workflow Configuration Training, Level 1 1 $8,232.00 $7,408.80 $7,408.80 Includes remote installation with up to 2 days of onsite training. MCCi will provide remote workflow configuration assistance up to 30 days post onsite training. Q MCCi Project Management Services 1 $6,000.00 Et RatchetX Installation and Base Configuration Fee 1 $1,200.00 $1,080.00 $1,080.00 Q RatchetX Per Application Fee (besides Laserfiche) 1 $750.00 $675.00 $675.00 El RatchetX Per Screen Fee 1 $300.00 $270.00 $270.00 Professional Services Total $25,387.80 Total Project Cost (Laserfiche Avante) $89,943.59 51 MCCi Ex.penience Excellence STATEMENT OF WORK Product Description: WEB TOOLS FOR AVANTE Laserfiche Starter Public Portal Includes Weblink and 10 Retrieval Connections Web Tools Total Laserfiche Public Portal - Web Interface Qty. Cost DIR-SDD-2502 Total 1 $15,000.00 $13,987.50 $13,987.50 $13,987.50 ANNUAL SOFTWARE SUPPORT - BASIC LSAP Laserfiche Starter Public Portal 1 $3,000.00 $2,700.00 $2,700.00 Includes Weblink and 10 Retrieval Connections MCCi Service Level Agreement 1 Annual Support Total $3,240.00 For budgetary purposes, the Client should include $3,240.00 in annual budget for renewal of LSAP for the software quoted above. $540.00 MCCi PROFESSIONAL SERVICES MCCi Project Management Services Professional Services Total Total Project Cost (Public Portal) 1 $2,200.00 $2,200.00 $19,427.50 Total for Laserfiche Project (Laserfiche Avante + Public Portal) $109,371.09 PAYMENT & BILLING TERMS MCC' will invoice one hundred percent (100%) of the software and support upon delivery. Balance of total project will be invoiced upon completion of the proposed professional services, but may be broken up based on completion date of specific services. Sales tax will be included where applicable. Payment will be due upon receipt of an invoice. In the event the software product is defective as defined by the software warranty, MCCi agrees to refund the costs of the software in full. SOFTWARE WARRANTY The initial copy of the program that we deliver will be free of any defects. It will not install if there are any. Our guaranty is for 90 days. However, should a defect be in an original disc that has not yet been installed after that period we would still replace it 6 MCC/ STANDARD SERVICES To determine which services and products are included with your project, please refer to the Statement of Work above. MCCi prides itself in providing high quality professional services and support. Providing the most advanced level of tech support via the web, e-mail and phone, you can rest assured that MCCi will provide you with profession installation, training and support services. Our clients can rely on us to provide a continual flow of information through our technical bulletins and newsletters. MCCI PROJECT MANAGEMENT SERVICES MCCi Project Managers are CDIA-certified and Laserfiche Gold Certified. The CDIA (Certified Document Imaging Architect) is awarded after a comprehensive and rigorous exam focused on a broad spectrum of document and records management objectives. There are multiple Laserfiche Certifications and MCCi focuses on maintaining all of them. MCCi Project Managers administer these services and concentrate on defining business requirements and the deliverables that follow. The MCCi Project Manager will work with the client's point of contact to put together a project plan that clearly defines the scope of services of the Project Management services. These services are included to ensure the Client is prepared for the final project implementation. Implementation Client Consultation - The assigned MCCi Project Manager will perform a remote pre -installation solution development plan including configuration of security rules for the Client prior to installation and training. This consultation will include a review of current document organization and retrieval practices to determine desired indexing methods, as well as other basic system set up needs. Once this information has been gathered and provided to the MCCi project manager, the basic folder structure, document naming scheme, scheme, and template set-up will be configured prior to onsite training. Remote Installation and Configuration — Software installation and configuration may occur remotely as part of the Project Management services to ensure the onsite time purchased is focused on the direct objective. Please refer to the statement of work to determine if the onsite time will include installation and configuration. Remote Training— Project Management services may be utilized for training administrators or users remotely if not providing onsite training. Please refer to the statement of work to determine the training model quoted. LASERFICHE BASE SOFTWARE TRAINING SERVICES The client is provided with either instructor -led hands-on training or train -the -trainer training in the operation of the Laserfiche Software and Plug -ins, and the scope of all training services to be performed is notated in the Statement of Work. These services will be provided onsite or remote, please refer to the Statement of Work to determine which has been quoted. Below are some sample outlines based on user -roles and system modules: System Administration Training • Client and Server Installation Procedure • Users and Groups — Active Directory • Security • Templates • Tags • Document Relationships o Records Management o Volumes o System Settings o Back Up Procedures o Troubleshooting Procedures o Technical Support Overview Full User Training o Introduction to Laserfiche o Folders and the Folder Browser o Scanning and Importing o OCR and Full Text Indexing o Document Display o Index Card/Templates o Document Retrieval by Index Fields or Text (Searching) o Annotations o Extracting a Document from Laserfiche o Briefcasing and Migrating Documents o Customize Laserfiche o Volumes o Security o Advanced Features — Plug -ins MCC1 ADVANCED IMPLEMENTATION SERVICES *The following services listed hove been included in your Statement of Work based on the recommendation of your Account Executive. Please consult with them for any questions. LASERFICHE WORKFLOW CONFIGURATION TRAINING MCCi's Laserfiche Workflow Configuration Training service is designed to be highly collaborative. The goal is for the client to have a trained Workflow Configuration Administrator. As a prerequisite, the client's Workflow Configuration Administrator should be a business process savvy individual with good technical skills. This is the person tasked with handling future workflow configurations, including any modifications needed to the configuration focused on during training. Client Deliverables o Provide MCCi with a mapped out/narrative of specified business process a Define each resource and activity of the business process a Define the Measurement of Success in conjunction with MCCi a Appointment of Workflow Configuration Administrator a Metadata requirements o Sample reports from functional activities involved a IT resources MCCi Deliverables o Install and configure Laserfiche Workflow with current Laserfiche system o Onsite consultation with a MCCi Project Manager - Workflow Configuration Administrator Training - Offer best practices in security to support the specified workflow process o Workflow Managed Services post onsite training - Configuration assistance for a period of time immediately following onsite training o Developer Training (Applicable to Level 2 and Level 3 training packages) a Roll-out Assistance — This is an optional service, which is provided if included in the scope of services. Note that this service will be billed separately and is billed upon completion. • Services Provided Level 1 Level 2 Level 3 Remote Installation Included Included Included Onsite Training Days 2 3 3 Workflow Configuration Assistance Post Onsite Training Remote 30 Days Remote 45 Days Remote 60 Days Developer Training None Remote 1/2 Day Remote 1 Day Developer Assistance Post Developer Training None Remote 15 Days Remote 30 Days Roll-out Assistance (Optional)* 2 Days - Remote 2 Days - Onsite 2 Days - Onsite *Roll-out assistance is billed as a separate event and at the time of delivery. LASERFICHE WORKFLOW MANAGED SERVICES MCCi's Workflow Managed Services package is a post -implementation service, and is designed to assist the client's Workflow Configuration Administrator with ongoing consulting and configuration needs. Workflow Managed Services are billed in advance each year, in return for a discounted rate. Workflow Managed Services may be used for the following: o Additional Workflow Set Up Consultation — MCCi continues to consult and make recommendations on best practices for modifying existing / creating new workflow configurations. o Additional Remote Training — MCCi offers additional training for the client's Workflow Configuration Administrator. This is ideal for refresher training, as well as for new personnel in the event of turnover. o Ongoing Security Consultation — Laserfiche security plays a much larger role when business processes are being automated by Laserfiche Workflow. MCCi assists the client's Security and Workflow Configuration Administrators to offer security best practices to align with workflow configurations. o Leveraging Existing System(s) — MCCi will help identify more efficient ways of utilizing the Laserfiche product suite, as well as how to leverage other systems and the related data contained therein. o Meta -Data Consultation —Various meta -data objects must be created/modified to match up with specific workflow needs. MCCi will consult and help identify meta -data needs. o Expiration & Additional Services — Managed Services is an annual package and will expire on the same date as your SAP plan. The number of hours included are not to exceed the price of the package divided by MCCi's discounted hourly rate (Managed Service hours are discounted by 10%). Pricing can be adjusted for any additional hours if needed. o Remote Access Support — Managed Services are delivered remotely. Remote Access Support allows our helpdesk staff to access your machines remotely to resolve problems faster. The use of Remote Access Support saves you both time and money by reducing the delays in resolving software issues without costly onsite visits. LASERFICHE FORMS SERVICES MCCi's Laserfiche Forms Services are designed to be highly collaborative. The goal is to provide a customized package for your organization. Whether you need direct assistance implementing Laserfiche Forms, or hands-on training to empower your organization to create and maintain electronic forms, or both, MCCi has options available. Please see your Statement of Work for the specific Laserfiche Forms Services quoted. Forms Training Services Provided Overview Comprehensive Training Duration Up to 5 hours Remote Up to 2 Days Remote/Onsite Forms Designer Yes Yes Process Modeler Yes Yes Workflow Configuration (For Forms Process Modeler Integration, and Filing Only) No Yes Forms Configuration (Up to 1- Level 1 Form) 0 1 IForms Configuration Services Per Form Level 1 I Level 2 I Level 3 Forms Design Services Up to 15 Fields Up to 30 Fields Up to 50 Fields Form Field and Data Look -up Rules* Up 10 Rules Up to 20 Rules Up to 40 Rules Process Modeler Configuration Up to 5 Steps Up to 10 Steps Up to 20 Steps Workflow Configuration (For Forms Process Modeler Integration, and Filing Only) No Yes Yes Custom Scripting (JScript or CSS)* CaII for Quote Call for Quote Call for Quote *Please note: A Laserfiche Named User is required for every user that will utilize Laserfiche Forms, unless the Forms Portal has been purchased in addition to the Forms Named User Licensing. Users submitting through the Forms Portal are limited to forms submission. Users cannot participate in the workflow/routing process within Laserfiche Forms Process Modeler or Laserfiche Workflow, unless they have a Laserfiche Named User License. All Forms Configuration Services are conducted remotely due to multiple decision points throughout the configuration, which may cause delays. Field Look -ups: Database Views and Queries must exist or be created by the customer prior to MCCi database lookup configuration. Java Script and CSS Scripting (if needed) are not included, unless otherwise notated in the pricing section of the Statement of Work. SOFTWARE DESCRIPTIONS To determine which products are included with your project, please refer to the Statement of Work LASERFICHE AVANTE Laserfiche Avante solution is a named user model and starts out with a feature rich system that is based on the number of people who will be using the system. It is designed for small to mid-size organizations and helps you capture, manage, distribute, and work with information in diverse working environments. Avante comes with Laserfiche Workflow and allows your organization to move beyond simple document routing to automate everyday tasks, optimize business processes, and share information with a wide variety of applications. Avante systems allow you to choose from multiple database platforms and incrementally expand the system with records management edition and other plug -ins such as Auditing, Web Access, Digital Signatures, and Batch Processing. The Laserfiche Avante pricing structure makes it simple and affordable to add new features and functionality to your Laserfiche system as your needs change. LASERFICHE RIO MCCi recommends the Laserfiche RIO solution for Enterprise clients that have a Targe volume of users, as well as the need for test environments and multiple servers/repositories. RIO and each RIO license comes coupled with Workflow, Web Access, Mobile Access, Snapshot, Email, Digital Signatures, and Advanced Audit Trail. This licensing structure makes it much easier on IT administration, especially when dealing with a Targe user base. In addition, RIO supports an unlimited number of application servers, as well as repositories, making it well suited for expansion and testing needs. RIO can connect either to MSSQL or Oracle for the backend database, and of course many of the same optional Laserfiche modules such as the Records Management, Batch Processing and Weblink Public Portal licenses are available with RIO. Feature Avante Rio Comments Database Options SQL Express, SQL, Oracle SQL, Oracle Retrieval Concurrent Users Public Portal (Weblink) Public Portal (Weblink) Full Named Users Unlimited 25 — Unlimited Includes Workflow, Email and Snapshot for Avante; Includes Workflow, Email, Snapshot, Web Access and Advanced Audit Trail for Rio. Retrieval Users n/a 200 — Unlimited Includes Email capability. Minimum of 200 must be purchased. Application Servers 1 Unlimited User License Model Named Named Repositories 1 Up 15 per Application Server Avante: Up to 14 additional (for a total of 15) Repositories can be added at an additional cost. RIO: Each Application Server can have up to 15 Repositories attached. RIO allows for an unlimited number of Application Servers. SOFTWARE DESCRIPTIONS Workflow Included Included Snapshot Included Included Email Included Included WebAccess (Thin client access for named users) Add-on option Included Mobile Access Requires WebAccess Included Digital Signatures Add-on option Included Audit Trail Add-on option (Options for Starter, Standard, Advanced) Includes Advanced Audit Trail Public Porta! (Weblink) Options Weblink Public Portal license package options (5,10, 25, 50, Unlimited Single Processor, Unlimited Dual Processor, Unlimited Multi Processor) Weblink Public Portal license package options (50, Unlimited Single Processor, Unlimited Dual Processor, Unlimited Multi Processor) Avante Public Portal: The 5 concurrent license only allows for one security profile to be set. Unlimited versions are licensed per Laserfiche application server, and per processor. The licensed number of processors must be equal to or greater than the number of processors (CPUs) on the correlating Laserfiche application server. Note: Additional copies of the Unlimited Public Portal are needed if there is a need to connect the Public Portal to more than 1 Application Server. Upgrade Path Rio n/a Laserfiche Versions Lf 8.1 and later Lf 8.0.1 and later Web Admin Console Included Included Laserfiche Forms Add-on option Add-on option LASERFICHE PLUG -INS Laserfiche Plug -Ins, Utilities, and Tools MCCi can provide additional Laserfiche Plug -ins Utilities, & Tools software. Laserfiche offers a selection of modules and development tools designed to let you tailor Laserfiche to meet your needs. Certain Plug -Ins may be bundled differently based on the Laserfiche platform. Please refer to the pricing page/statement of work to determine which modules have been proposed. Capture Modules Laserfiche ScanConnectTM: allows ISIS scanning. A collection of ISIS scanner drivers is included with Laserfiche ScanConnect. These drivers allow images to be scanned through supported scanners. ScanConnect 7.x is can be purchased as an add-on to both Laserfiche scanning and Quick Fields. SOFTWARE DESCRIPTIONS Laserfiche SnapshotTM: Laserfiche Snapshot is included with both Avante and RIO Full Named User Licenses, and can generate images and text from an electronic file (e.g. a Word document, a web page, a text editor, etc.). The files generated by Laserfiche Snapshot capture the content of the electronic file at the time that it was processed. In other words, they represent an accurate portrayal of an electronic file at a given point in time. The images and text created from an electronic file are then stored in a Laserfiche repository. As you can see, Laserfiche Snapshot can be used as a tool to archive a particular version of an electronic file. Laserfiche Snapshot can process any electronic file that can be opened with a Windows application that has printing capabilities. This feature is automatically included with every Full User purchase. Laserfiche Import Agent: Laserfiche Import Agent is a capture tool that can bring files into a Laserfiche repository from the Windows file system. Any file that can be stored in Laserfiche can also be imported via Import Agent. What's more, Import Agent allows for scheduled and selective imports, so that users can set up specific criteria for what gets imported when. OCR Scheduler for Laserfiche: MCCi developed this tool. It provides a simple and effective way to mass OCR documents in Laserfiche. It allows administrators to configure multiple OCR sessions. Sessions are created based on selecting folders within a specific Laserfiche Repository and scheduling the time to begin the OCR process. Benefits: o Efficiency: Clients can schedule the tool to perform the OCR function, rather than tie up machines during the normal working rhythm. o Support/Search Content: Leaving the responsibility in users hands to conduct OCR can lead to incomplete processing. The tool provides assurance that everything in need of OCR is being addressed without end user interaction. "QuickFields" (QF) Batch Processing Tools: Quickfields is a suite of Batch Processing utilities created by Laserfiche. Avante and RIO bundle each of these features differently, which is reflected in the Statement of Work/Pricing section: o Laserfiche® Quick Field?" automatically captures useful information from paper and electronic documents and organizes it for fast retrieval. Quick Fields transforms data capture from a costly and labor-intensive operation into an efficient process by collecting precise pieces of information from the masses of unstructured data flowing into your organization. Quick Fields improves the speed and accuracy of data capture while giving authorized staff instant access to the information they need to work effectively. • QF Bar Code Validation Package: The Bar Code add-on reads bar codes on a specified page in the document. The value returned by the bar code process can be used to identify a page, populate a field, determine the document name, or determine where the document will be stored. Bar Code is very powerful when combined with Real Time Lookup. Supported barcode formats: Codabar, CODE 39, CODE 128, EAN 8, EAN 13, Interleaved 2 of 5, UPCA, and UPCE. o 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. o OF Zone OCR Validation Package: Images that contain clearly printed or typed information can be converted to text files through a process called OCR (Optical Character Recognition). Once text has been extracted from an image, it can be sent along with the image to the repository. Once the document has been imported into the repository, the extracted text will be associated with the corresponding image in the document. The International Zone OCR add-on will scan a zone on an image for text. Only text found within the zone will be extracted. The data returned by this process can be used to identify a page, populate a field, determine the document name, or determine where SOFTWARE DESCRIPTIONS the document will be stored. The International Zone OCR add-on can be installed when Quick Fields is first installed or after it has already been installed. • QF Forms Alignment: automatically repositions scanned documents to match a master form, correcting for scanning errors and improving data extraction. • QF Document Classification: designed for clients who deal with multiple forms, and will recognize and process multiple document types. • QF Auto Stamp/Redaction/Bates Numbering: The Bates stamp option is a document auto - numbering annotation option • QF Optical Mark Recognition: detects handwritten information, including marks on surveys, tests and ballots. • QF Agent: enables administrators to schedule forms processing around the clock and run Quick Fields sessions without operator intervention, reducing labor costs and optimizing business processes. • QF Forms Identification: automatically recognizes the form or document based on its overall structure, even in the absence of bar codes, form data or other distinguishing information. • QF Forms Extractor: removes form outlines to isolate data for more accurate capture. • QF Scripting Kit: Offers a script editor, which allows developers to write C# and VB.Net Scripts, and insert the scripts into a Quickfields Session. Distribution Modules a Laserfiche Public Portal - WebLink'": The WebLink module publishes select documents in a Laserfiche repository to an intranet or the Internet in read-only form. Documents can be made available through the Web almost instantly, and users need only an Internet browser in order to access them. Built on ASP .NET, WebLink can be customized to match the look and feel of an organization's Internet or intranet site. • Laserfiche WebAccess: Laserfiche Web Access is a Web browser -based thin client offering virtually all of the document management capabilities of the standard Laserfiche interface. Web Access allows your IT staff to roll out high-volume Laserfiche access without increasing your organization's application support burden. Authorized users organization -wide enjoy simultaneous access to documents, whether they are using the corporate intranet or logging in from a branch office. o Laserfiche Mobile Access Options: Laserfiche Web Access is required for any/all mobile access options. Web Access Light & Laserfiche Mobile are both options for providing mobile access to your Laserfiche solution: • Web Access Light: Designed for Blackberry, Chrome, Opera and Safari mobile browsers, offers a lightweight Web interface for popular mobile devices, enabling users to search and retrieve documents, as well as approve documents and participate in workflow automation processes, while away from their desktop computers. • The Laserfiche Mobile iPhone app takes advantage of the iPhone's touch screen, gesture recognition and high resolution interface to provide users with an immersive experience. Features include: • Create and upload new content with the iPhone camera. • Automatically crop, straighten and enhance captured information, with full text recognition. • Copy, move, rename, download, e-mail, print or delete content. • Browse for documents in a folder structure or search the entire repository SOFTWARE DESCRIPTIONS • Participate in workflow automation processes by accessing metadata fields. ■ The Laserfiche Mobile iPad app gives employees the ability to securely view and update content from wherever they are. Features include: • Provides secure access to documents and metadata • Enables users to create and upload new documents • Participate in Workflows on the go • Laserfiche Plus"a Laserfiche Plus allows the information stored in a Laserfiche repository to be portable. Laserfiche documents published by Laserfiche Plus can be viewed by anybody, regardless of whether they have Laserfiche installed. If these portable Laserfiche documents are sent to a company or site that already has Laserfiche installed, then that organization can also choose to attach those documents to their repository. This software prepares a copy of the Laserfiche files (images, text, electronic files, annotations, templates and field data) for burning directly to your removable media or to a temporary directory. Choosing to publish to a temporary directory allows you to write it to your removable media at your convenience. • Laserfiche E -Mail Plug-in"' allows instant electronic document distribution via standard MAPI- compliant e-mail applications. This feature is automatically included in every Full User and Retrieval User license purchase. Workflow Process Automation, Collaboration, and Tracking • Laserfiche Workflow: Efficiency and accountability -enhancing document routing, e-mail notification and audit trail reporting. • Laserfiche Digital Signatures: Laserfiche allows users to sign briefcases when exporting as well as documents stored in Laserfiche. These are two separate applications of digital signatures. Signing a briefcase file embeds the signature in the file along with the certificate associated with the signing key. The full certificate chain is embedded. This allows users to prove who created the briefcase and that the briefcase was not tampered with. Digitally signed briefcases may, but do not necessarily contain digitally signed documents. Digital signatures can be applied to documents stored in Laserfiche. The digital signatures are stored as metadata and are preserved when exporting a document in a volume or briefcase (whether or not the briefcase was itself signed). - Users can digitally sign a document in the Laserfiche Client or Web Access to indicate their approval. Documents can also be countersigned by another user, which indicates approval of the document and the existing signature. Multiple signatures and countersignatures can be applied to a single document. Digital signatures are validated with signing certificates on the server and the repository, which verifies that a signature on a document is trustworthy. A signature becomes invalid if the certificate is expired or if a document has been modified since the signature was applied. Signature certificates are managed through the Laserfiche Administration Console or Web Administration Console. As a pre -requisite, the organization must have Digital Certificates set- up on the network, prior to implementing Laserfiche Digital Signatures. • Laserfiche Audit Trail Modules: Three levels of audit reporting to address your specific regulatory compliance and security needs. • The Starter Edition tracks basic events that occur in the repository and that involve accessing, modifying or exporting data. Basic events include creating, editing, printing or deleting documents, creating annotations, and assigning metadata. SOFTWARE DESCRIPTIONS o The Standard Edition builds on the Starter Edition by tracking additional security- and access - related events. This edition can also track unsuccessful attempts to perform an action, such as failed attempts to access or print documents. o The Advanced Edition meets the needs of organizations in the most highly regulated environments. It includes all the functionality of the other two editions, and also tracks many more events including password changes, the creation or modification of users and groups, and changes to repository -wide settings. It can also track all the searches users perform, require users to enter reasons for performing certain actions, and automatically add watermarks to printed documents. Electronic Forms • Laserfiche Forms allows organizations to create Web forms for collection and processing information electronically. • Laserfiche Forms has flexible design options to meet your organization's needs. You can: Create custom forms from a library of field or selection elements. Apply preset or custom themes, including page logo, colors, buttons, fonts, and more. Configure form elements to dynamically be displayed or hidden depending on user inputs or to be populated with data from external data sources. Automate business processes for form data to follow, such as decision-making, emailing, or approvals. Create custom form layouts and dynamic behaviors with CSS and JavaScript. o Role -based security is included to allow and restrict access to necessary functions for form submitters, reviewers, approvers, form creators, and system administrators. • Reporting tools allow different views of details on submitted forms such as: - User view of details about all submitted forms. Approver "dashboard" of submissions awaiting approval. Administrator views of all submissions by form and approval status. • Forms can be used internally or externally (with the appropriate licensing). Publication options include login to forms system, public URL, secure URL, or embedded into a Web page. o Submitted data can be exported for further analysis or distribution. o Submitted forms can be utilized to initiate an email notification or start a workflow rule within Laserfiche. Laserfiche Integration Plug -Ins o LF Integrator's Toolkit: Provides the tools & documentation necessary for customizing Laserfiche, and integrating Laserfiche with other applications. o Third Party Integration Plug -Ins: Datallow Affinity Integration — Datallow Affinity brings the power of Laserfiche document management to the applications you use most. Document searches can be reduced to a single click of a button. New documents can be added to your Laserfiche repository without manually entering template field values, file names, or folder locations. Affinity truly makes Laserfiche feel like part of your business software. RatchetX Integration — RatchetX is a configurable and robust middleware integration tool for Laserfiche. With a single click of a button, new documents can be added to Laserfiche from another application, and users can search Laserfiche directly from the applications they use most. RatchetX is unique in regards to the robust toolset it provides for accessing data from other applications (even the toughest proprietary systems), for use configuring the most common ECM integrations: Indexing, importing/scanning, and executing search SOFTWARE DESCRIPTIONS queries. In addition, RatchetX provides the capability to create custom integration activities, such as populating a record in another system from the data extracted during the intake process in Laserfiche, or looking up a record in another system from the Laserfiche interface itself (Bi-directional Integration). LF Integrator GP— LF Integrator empowers Great Plains users to scan, search and link supporting documents in Laserfiche document management applications directly from the Great Plains menu bar. Link the document and workflow management power of Laserfiche with your current Great Plains implementation. LF Integrator AutoCAD — LF Integrator for AutoCAD allows you to store AutoCAD drawing files or associated documents in Laserfiche, including embedded cross reference files, directly from the AutoCAD menu. Launch Laserfiche scan or search modules using the drawing file for template or search criteria, or create a Laserfiche document template using the fields from any AutoCAD drawing title block with a single click. GeoDocs: GeoDocs' is a web -based software that seamlessly integrates ESRI ArcIMS (soon to be ArcGIS Server) and Laserfiche. Utilizing robust search capabilities, users of GeoDocs can access digital documents stored in a Laserfiche repository from within the web -based GIS program and vice versa, access spatial information stored in a GIS from within the Laserfiche web client. ImageSign for Laserfiche — ImageSign for Laserfiche allows you to digitally sign documents inside of Laserfiche securely. There are also options for utilizing external signature pads to allow customers & external users to electronically sign documents. *Created & supported by MCCi only. LT Systems Laserfiche Integration — LT Systems Laserfiche Integration allows users of the LT Systems Court solutions to archive court related documents into Laserfiche. Users can launch Laserfiche scan or searching windows from LT Systems and bring data and documents directly into Laserfiche while capturing metadata in LT Systems. *Created & supported by MCCi only. TECHNICAL SUPPORT When you become a client of MCCi, you gain much more than just a new product. You gain a relationship between our staff and your organization to make your product implementation successful and the usage of your product an enjoyable experience. In order to make this possible, MCCi offers both Proactive and Technical Support. PROACTIVE SUPPORT MCCi assigns each account with a Regional Account Executive and an internal Account Manager Team. You will have already worked with your Account Executive in the pre -project phase and they will continue to support you. Your Account Executive will provide a local presence and contact information should local meetings be necessary. The Account Executive also assists in pre implementation processes. Your Account Manager will assist in managing ongoing support through the life of the product. MCCi believes in a proactive support methodology and it is the Account Managers' role to insure this ongoing communication with clients. Your Account Manager will be in touch throughout the year to discuss optimal system usage and ensure client satisfaction. Items discussed may include, but are not limited to: a Identify any needs that could easily be addressed with the current system. • Provide resource for question and answer, best practices, how other customers are using the system with use of documented case studies, Listservs, support center, etc. • Provide continued education for existing and new users within the organization through the use of webinars, seminars, workshops, users group, and more. • Annual review of current system configuration o Dedicated sales support staff for pricing inquiries and budgetary information o Annual support renewal notification to ensure your renewal process is timely and accurate Educational Resource Definitions • Case Studies — MCCi works with our clients to put together narrative accounts of specific usages of MCCi solutions in their organization. Specific departments, document types, integrations, etc. are noted to allow other users to learn from the information. o MCCi Listserv— MCCi has created a Listsery for specific types of system customers. A Listsery is a creative use of e-mail, which provides a means for End Users to share information on a common interest. Members are able to communicate with peers thru a single e-mail. Uses of the Listsery may include fielding requests about system usage, as well as best practices. o Support Center — This resource is a compilation of white papers, best practices, and information for system users all in one location. Through the support center, users can also submit and check the status of their support tickets. o Webinars — MCCi conducts monthly webinars on different topics promoting more efficient system usage. User webinars are also offered on more specific topics related to products, concepts, departments, etc. regarding the usage of your system. These are done through the web and are a convenient way of staying informed on the newest technologies available. o Seminars— MCCi conducts seminars on different topics to help educate new and existing end users throughout the year. They are usually located at a host site of an existing customer. These can also be offered at current client's locations to invite departments to learn more regarding their current system. TECHNICAL SUPPORT o User Groups — MCCi offers annual user groups to keep end users trained on the newest versions and products. These are geared to both users and administrators of the system. TECHNICAL SUPPORT The Laserfiche Software Assurance Plan (LSAP) helps preserve your investment and extend the benefits of your original purchase by providing you access to the assistance needed to ensure that you maximize system uptime. You have access to a toll free line to call for technical support or submit tickets online through our support center. When you subscribe to the LSAP you receive the following benefits: o 100% upgrade credit for your existing software (in the event of an upgrade) o Free software updates for your current system o 24-hour FTP and website access which includes the MCCi Online Support Center o Technical bulletins and newsletters TRAINING CENTER MCCi's Training Center provides an easy, cost-effective way to provide Laserfiche training to all users in your organization. An annual subscription allows access to our online course offering of over 200 training videos. The Training Center is home to video categories such as Laserfiche Administration, Laserfiche Client, Workflow, and Tips & Tricks. All videos use instructor descriptions from Laserfiche Certified Professionals. The Training Center provides the following benefits: o 24/7 access to on -demand Laserfiche training videos and other resources o Reduction in training expenses o Caters to all skill levels from Basic Users to Advanced System Administrators o Unlimited access for your entire organization o User determined schedule and pacing o Reduction in internal support o Increased efficiency through improved internal usage/adoption o Instant/budgeted training available in the case of employee turnover o Enhance your organization's internal Laserfiche training program o Increased user productivity MANAGED SERVICES MCCi Managed Services are strongly encouraged to be included with every support renewal and provide the client with a discounted hourly rate by purchasing an advanced block of services per year based on the products purchased. Managed Services can be used for the following professional services: o Additional Training— additional training, via web conferencing, can be conducted to train new users on the use of the system or as refresher training for existing users. o Additional System Set Up Consultation — MCCi offers additional consultation that includes recommendations on best practices for adding additional departments, additional types of document etc. to your current system. o Remote Implementation of Software Updates — While the standard SAP plan covers free updates for software, implementation of those updates is sometimes overlooked. With the addition of our Managed Services, MCCi is at your service to directly assist in implementing software updates such as minor updates, quick fixes or point releases. Dependent on complexity and client specific configurations, major software upgrades may or may not be covered and should be discussed with your Account Management Team. o Annual System Review & Analysis — Upon request, MCCi will access your system to review and analyze how your organization is using the system, identify discovered potential TECHNICAL SUPPORT problem areas and make recommendations for better use of the system. This analysis is designed to be implemented 6 months after the initial Software installation, and should be performed annually after that date. This is an optional service that will be completed only if requested by the Client. o Remote Access Support — Remote Access Support allows our helpdesk staff to access your machines remotely to resolve problems faster. The use of Remote Access Support saves you both time and money by reducing the delays in resolving software issues without costly onsite visits. o Laserfiche Certifications — First priority offering of complimentary Laserfiche certifications on an as available basis. o Laserfiche Conference Registration — First priority offering of complimentary Laserfiche Annual Conference registration on an as available basis. o Expiration & Additional Services — MCCi Managed Services is an annual package and will expire on the same date as your SAP plan. MCCi does provide continued technical support for all MCCi applications. Technical support is provided via email or telephone during normal business hours of 8:00 a.m. to 6:00 p.m. EST. Clients can designate several individuals who are to be the technical support contacts. Those individuals may contact MCCi at any time for technical support. There is no limit on the number of technical support calls that can be made. Adjustments in annual support rates may be made to coincide with current U.S. inflation rates. 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. See system requirements below. Please keep in mind that these are the minimum system requirements as recommended by MCCi, and should be considered independently rather than collectively. Additionally, overhead for virtualization has not been factored in to these requirements. Scanning Station PC OS Windows 8 (32 or 64), Windows 7 (32 or 64), Windows Vista, Windows XP Professional (Service Pack 3 or later) CPU 2.8 GHz processor or faster Memory 2 GB RAM or more Communications TCP/IP Web browser Internet Explorer 6.0 or higher Client OS Windows 8 (32 or 64), Windows 7 (32 or 64), Windows Vista, Windows XP Professional (Service Pack 3 or later) CPU 1 GHz Processor or better, Performing OCR: Dual Core 2.8 GHz or faster processor Memory 1 GB RAM or more, Performing OCR: 2 GB RAM Communications TCP/IP Web browser Internet Explorer 6.0 or higher Batch Processing Quick Fields Machine OS Windows 8 (32 or 64), Windows 7 (32 or 64), Windows Vista, Windows XP Professional (Service Pack 3 or later) CPU 2.8 GHz Processor or better, Performing OCR: Dual Core 2.8 GHz or faster processor Memory 4 GB RAM or more Communications TCP/IP High Volume Recommendation Windows 7 x64 with 8 GB RAM, Intel Core 2 Duo Processors 3.33GHz Laserfiche Application Server OS Windows Server 2012, Windows 2008 R2, Windows Server 2003 (Service Pack 1 or later) CPU Quad -Core Processor, 2.5 GHz Processor or better Memory 4-8GBRAM Communications TCP/IP Image/File Server Storage Typical usage factoring is 18,000 black/white standard size images per GB. Clients typically use a Network Attached Storage (NAS), Storage Area Network (SAN), or a Local Storage Device. HARDWARE REQUIREMENTS Database Management System Avante SQL or Rio SQL SQL Server 2012, SQL Server 2008 R2 Standard, Microsoft SQL Server 2005 (Service Pack 3 or later), Oracle 9i Release 2 (9.2.0.8+), Oracle 10g (10.2.0.4+), Oracle lig (11.1.0.6+). For MSSQL, MCCi recommends storing the MDF and LDF on different drives. Growth of MDF to 10% — 15% and Log to 5% to 10% of cumulative Laserfiche Volume size is anticipated. Avante SQL Express Microsoft SQL Server 2008 Express Edition Memory *Note: Oracle or Microsoft SQL Server must be purchased separately. You must additionally purchase enough licensing for your DBMS to support your Laserfiche installation. Lase_che Workflow Server OS Windows Server 2012, Windows 2008 R2, Windows Server 2003 (Service Pack 2 or later) CPU 4 Core Processor, 2 GHz Processor or better Memory 4 GB RAM Communications TCP/IP Laserfiche Audit Trail Server OS Windows Server 2012, Windows 2008 R2, Windows Server 2003 (Service Pack 2 or later), IIS 6or7 CPU Dual Core Processor, 2 GHz Processor or better Memory 2 — 4 GB RAM Communications TCP/IP Local Storage C:\ Drive with 40GB or greater available tv r. Required if Installing "Web Access" or Public Portal- Weblink" OS Windows Server 2012 with IIS 8, Windows Server 2008 R2 with 115 7, Windows Server 2003 with IIS 6 CPU Dual Core 2.8 GHz or faster processor Memory 2 GB RAM or more Viewer Web Browser (minimum versions): Laserfiche Web products operate most efficiently when using Internet Explorer 9. Other supported browsers are Firefox, Safari and Chrome Note Clients are responsible for any additional security protocol setup/associated fees that are required to provide internal/external web access. An example would be setting up "Kerberos" for thin client active directory authentication, or setting up VPN access to allow Laserfiche's iPad/iPhone applications to connect through the Web Access server. HARDWARE REQUIREMENTS Laserfiche Public Portal — Weblink Per Processor (Unlimited) licensing specifics: The Public Portal License allows unlimited connections per processor, however a large number of connections may affect the Laserfiche application server performance (one processor can handle roughly 100 to 150 concurrent retrieval connections). The client must have one Public Portal License for each Laserfiche application server they desire to connect to, and the Public Portal license must be licensed by the appropriate number of processors, which is required to match or exceed the CPUs/processors on the Laserfiche application server that the Public Portal will connect to. For example, the client must have a dual -processor or multiprocessor Public Portal license in order to connect to a Laserfiche Application Server that has two or more processors. Public Portal View Only Licenses may only be used with WebLink; they are not available for other applications. OS Windows Operation Systems: 32 & 64 bit Requirements Laserfiche Version 8 Server (runs as a service), Laserfiche Version 8 Client. Recommendation 1 dedicated LF Named User license Note Does not support OCR for Electronic Documents Scanners Must use ISIS drivers to be compatible with Laserfiche ScanConnect software. Scanner compatibility should be confirmed by referencing the most up to date Laserfiche published supported scanner list at: http://laserfiche.com/static/Resources/scanlist.html. Laserfiche Server Version 8.3.2 or higher, Avante or Rio licensing model Web Server Windows Server 2008 or Windows 7 with IIS 7 or 7.5, Windows Server 2012 or Windows 8 with 115 8 CPU 2.9 GHz or faster processor Memory 8 GB RAM or more Database Server Microsoft SQL Server 2008, 2008 R2, and 2012 Client Laserfiche Forms can be viewed in Chrome, Firefox 3.5 and higher, Internet Explorer 7 and higher, Opera, and Safari (Mac only). It also support mobile browsing from iPad 2 and higher. For best results we recommend using Internet Explorer 9 or higher, Firefox 12 or higher, or Chrome 6 or higher Note Internet Explorer 7 users should install Microsoft security update 947864 (MS08-024) 4.4 be incurred due to hone B66-942.0464. Sup fees paid to MCCi by the iable for any delay orf, El vations.co \\\ tomer will be billed accordin Is needed to bri ) () 0 2{ 2 electronic automation The terms of this agreement shall remain in force and effect for a period of ninety (90) days from the date appearing below, unless accepted by the Client. Submitted by: MCCi, a Limited Liability Company Date: August 20, 2013 By: Witness: (Signature) (Printed Name & Title) (Signature) Noted Items Accepted by: CITY OF ROUND ROCK, TX Date: By: Witness: (Signature) (Printed Name & Title) (Signature) (Printed Name & Title) ,ROUND ROCK. TEXAS niIUwsc ',WOK rROmwnY City of Round Rock Agenda Item Summary Agenda Number: F.4 Title: Consider a resolution authorizing the Mayor to execute a contract with MCCi for the purchase of Laserfiche software and support services. Type: Resolution Governing Body: City Council Agenda Date: 11/14/2013 Dept Director: Brooks Bennett, Chief Information Officer Cost: $109,371.09 Indexes: General Self -Financed Construction Attachments: Resolution, Exhibit A Department: Information Technology Text of Legislative File 13-854 In another effort to modernize our daily work processes, the City of Round Rock seeks to implement an Electronic Records Management (ERM) solution. Laserfiche software gives us the ability to unify and manage all of the City's documents and records, regardless of the location or media.Throughout the City we use many different software programs based on the work being performed. Laserfiche will integrate with this software, working in the background as a repository for all City records and documents. Thus, allowing us to process and access information instantaneously, city-wide. The ease of use along with the many security features will aid in the City's desire to turn information as fast and as accurately as possible This contract is in effect for a period of three years, thereafter automatically renewing on a yearly basis. This contract encompasses phase one, which includes Municipal Court, Human Resources and Administration. The remaining departments to be brought on over the next two years. The $109,371.09 cost of this contract includes software, implementation, travel, training and initial support, with annual support costs of $22,439.60 going forward. Cost: $109,371.09 Source of Funds: General Self -Financed Construction Staff recommends approval. City of Round Rock Page 1 Printed on 11/12/2013 EXECUTED ORIGINAL DOCUMENT FOLLOW CORPORATE OFFICE Sales Department PO Box 2235 • Tallahassee, Florida 32316 (800) 342-2633 • FAX (850) 701-0715 ECCi ExperienceExcellence Municipal Code Corporation RUSSELL HADDOCK Senior Account Executive (TX, LA, OK, MO, CO, NM, and KS) 7940 Park Ridge Drive Fort Worth, TX 76137 (817) 909-9266 • rhaddock@mccinnovations.com August 20, 2013 Mr. Brooks Bennett CIO 221 East Main Street Round Rock, TX 78664 Dear Mr. Bennett: I enjoyed speaking with you recently regarding the Laserfiche software and services. Pursuant to our discussion, we are pleased to enclose our Professional Services Proposal. While reviewing the proposal, please keep in mind the following advantages of being a MCCi customer: '' Leading Provider— For the past five years, MCCi was ranked as the #1 Laserfiche VAR in the United States. With 3 offices in Texas, we are dedicated to our Texas customers and serve over 100 clients in Texas alone at this time. Professional Certifications — MCCi's staff is well-trained and holds multiple certifications in security, HIPAA, CDIA+ and more to give you the peace of mind that we are simply the best at what we do. Our staff is also Laserfiche Gold Certified, meaning we have passed the Laserfiche CPP courses required for this certification. ✓ Government Focus — MCCi was created by Municipal Code Corporation to focus on innovative technologies for Government. MCCi provides Laserfiche software and services to more than 400 government entities including Cities, Counties, State Agencies, Special Districts, and more. 'S( Specialization in Enterprise Solutions — Our Project Managers provide implementation and training services to help make your solution an Enterprise -wide deployment. We work with you on your initial project plan knowing that one day Laserfiche will be used across the entire organization. This methodology helps you plan to meet this goal in your time frame whether it be an immediate objective or part of a multi-year plan. '( 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 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. v( Robust Resources — Whether it is integration, scanning and indexing services, an electronic forms solution, etc., MCCi has additional solutions that are complimentary to Laserfiche, while allowing you to work through one vendor for best of breed solutions. If you have any questions concerning our proposal or desire additional information, please do not hesitate to contact me on our toll-free number. We appreciate your interest and hope that we will have the pleasure of working with you and serving the City of Round Rock. Sincerely, Russell Haddock Senior Account Executive Executive Summary Company History MCCi, a subsidiary of Municipal Code Corporation (The nation's leading codifier for local government), has been providing Electronic Records Management Solutions to its clients since 1998. In 1998, Municipal Code Corporation (MCC) created a document imaging division, which subsequently evolved into MCCi in the summer of 2003. This allowed MCCi to provide its customers with a higher level of service, but still benefit from the stability and credibility of MCC. With a client base of over 400 government agencies and satellite offices across the country, we are striving to be the leading Electronic Records Management provider in the United States. MCCi has been the #1 Laserfiche VAR in the world the last 4 years. Proposed Solution MCCi is proposing the Laserfiche software for your organization. Laserfiche is a unified solution that manages all your organization's documents and records, regardless of location or media. Please keep in mind some of the features of Laserfiche: '( User Friendly— Laserfiche is very easy to learn, navigate and use. Users will see Laserfiche has a folder tree structure similar to Windows Explorer for easy viewing and use. This familiarity will give your staff the confidence to begin scanning and retrieving documents almost immediately after installation making an Enterprise rollout easier on your resources. 'i( Comprehensive Security — Laserfiche Comprehensive Security allows you to control the security of your documents on many levels. You determine what functions, such as scanning and printing, each staff member may use. Security features are easy to administer and with proper right records managers can administer most security functions without IT staff assistance. �( Intelligent Search — Laserfiche lets you search your documents based upon full -text search, index search, and document and folder name searches. The Laserfiche full -text search unlocks the contents of your documents; if you need to find a word or phrase within a document, the full -text search retrieves it immediately. An easy Google -style toolbar is available for searching as well. -4( 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 product, etc., Laserfiche has options available. Laserfiche Microsoft integrations include the ability to archive Office & Outlook documents directly into Laserfiche as well as integration with Microsoft SharePoint. ri Business Process Automation — Laserfiche allows users to capture information instantly and automate business processes instead of the traditional methods of using an imaging solution as an archival tool. Users are finding efficiencies by reducing the time processes take and giving users access to information instantaneously through the implementation of Laserfiche Workflow, resulting in cost savings for the organization. -4( Mobility & Web Tools — Mobile devices are being used more and more in organizations for day to day operations. Laserfiche has options available to ensure you can access Laserfiche from these devices and perform related actions quickly on the go. There are also options for giving your outside citizens/customers access to records through the web to promote transparency and decrease records requests. Avante Features MCCi is recommending the Avante platform for your organization. Avante includes: �Y( Bundled users — Each user comes bundled with: "g- Workflow for Business Process Automation -4/ Snapshot for archiving electronic records Ni Email Plug-in for emailing records directly from Laserfiche Options for bundling the following functionality into user licenses: - Web Access, which includes a thin client option for users, Web Access Light for mobile devices & tablets, iPhone & iPad apps, and SharePoint integration. - Audit Trail for monitoring, recording, and reporting on system activity. - Digital Signature capabilities -44C Web -based Administrative Console allowing you to administer the system from anywhere. ,i Options for Electronic Forms, Records Management, Batch Processing tools, Integrations, and Web Portals. MCCi Advantage MCCi is a leading Laserfiche provider focusing on customer service in every aspect of your project. As a client you will receive access to our highly trained staff & support services, including: N( Dedicated Project Management — Our Project Managers are highly trained in the areas of implementation, Workflow processes, integrations, and more to help your organization implement a well thought out Enterprise system based on your organization's needs. They are Laserfiche Gold Certified and also hold other professional certifications to maintain a high knowledge level of our client's business processes. �( Dedicated Support — Once your project is complete, you will have access to our support staff for trouble shooting & supporting your Laserfiche system. Our staff can be easily reached through email, phone or our online support center. ( Sales & Account Management Team — You will have a dedicated team of an Account Executive and Account Manager that you can directly contact. They will also proactively contact you to ensure satisfaction, provide additional information on your products, and conduct web & regional events on continuing education topics. �( Training Services— Before, during, and after your project, we focus on ensuring the users are trained on the software and stay up to date on the features available. In addition to our Training Services, we offer a yearly subscription to our Online Training Center for Laserfiche to help protect your Laserfiche investment. This allows all types of users, regardless of their role, to access videos on popular topics. This information is updated monthly and will be a continued resource for your organization. �Y Back File Scanning & Conversion Experience - In the event you need to address a back file scanning project or have older data from legacy systems to convert, we have experience in addressing these and integrating them into your Laserfiche system. We have converted over 30 different applications and migrated the data to Laserfiche for other clients. KCCi ExperienceExcellence STATEMENT OF WORK Laserfiche Avante Product Description: Qty. Cost DIR-SDD-2502 Total ECM SOFTWARE LICENSING FOR AVANTE Q Avante Server for MS SQL 1 $5,000.00 $4,662.50 $4,662.50 2 LF Records Management Module 1 $6,000.00 $5,595.00 $5,595.00 121 LF Full Named User 40 $500.00 $466.25 $18,650.00 Includes Snapshot, Email, and Workflow IZI LF Advanced Audit Trail, 20% Add On to All Named Users 40 $100.00 $93.25 $3,730.00 121 Import Agent 1 $1,495.00 $1,394.09 $1,394.09 Q OCR Scheduler for Laserfiche - Requires one dedicated 1 $1,500.00 $1,398.75 $1,398.75 Laserfiche User License O LF Scanconnect 10 -pack 1 $915.00 $853.24 $853.24 [r LF Workflow 1 Included Included Included ECM Software Licensing Total $36,283.58 BATCH PROCESSING MODULES FOR AVANTE Quick Fields is licenses per machine Q Quick Fields 1 $595.00 $554.84 $554.84 Q Zone OCR and Validation Package 1 $2,795.00 $2,606.34 $2,606.34 Includes Zone OCR and Pattern Matching Q Barcode and Validation Package 1 $1,695.00 $1,580.59 $1,580.59 Includes Barcode, 2D Barcode and Pattern Matching [J( Real Time Look Up and Validation Package 1 $595.00 $554.84 $554.84 Includes Real Time Look Up and Pattern Matching Batch Process Modules Total $5,296.61 3rd PARTY INTEGRATION TOOLS Q Ratchet -X SPL Commander License (1-50 Users) Integration Tools Total 16 $236.00 236.000 $3,776.00 $3,776.00 ANNUAL SOFTWARE SUPPORT - BASIC LSAP 2 Avante Server for MS SQL 1 $1,000.00 $900.00 $900.00 2 LF Records Management Module 1 $1,200.00 $1,080.00 $1,080.00 [J1 LF Full Named User 40 $100.00 $90.00 $3,600.00 Includes Snapshot, Email, and Workflow Ei LF Advanced Audit Trail, 20% Add On to All Named Users 40 $20.00 $18.00 $720.00 [7f Import Agent 1 $390.00 $351.00 $351.00 Q OCR Scheduler for Laserfiche - Requires one dedicated 1 $330.00 $297.00 $297.00 Laserfiche User License [l LF Scanconnect 10 -pack 1 $184.00 $165.60 $165.60 41 2 LF Workflow 1 Included Included Included El Quick Fields 1 $120.00 $108.00 $108.00 [J( Zone OCR and Validation Package 1 $560.00 $504.00 $504.00 Includes Zone OCR and Pattern Matching [J1 Barcode and Validation Package 1 $340.00 $306.00 $306.00 Includes Barcode, 2D Barcode and Pattern Matching Q Real Time Look Up and Validation Package 1 $120.00 - $108.00 $108.00 Includes Real Time Look Up and Pattern Matching Q Ratchet -X SPL Commander License (1-50 Users) 16 $48.00 $48.00 $768.00 Q Managed Services for Laserfiche - Avante SQL 1 $1,890.00 $1,890.00 $1,890.00 Q Managed Services for Ratchet -X 1 $630.00 $630.00 $630.00 [✓1 Managed Services for Workflow, Level 1 *not to exceed 25 1 $3,150.00 $3,150.00 $3,150.00 hours Q Training Center 25 - 49 Users 1 $2,840.00 $2,840.00 $2,840.00 O MCCi Service Level Agreement 1 $1,782.00 Annual Support Total $19,199.60 For budgetary purposes, the Client should include $19,199.60 in annual budget for renewal of LSAP, Managed Services, and the Training Center for the software quoted above. MCCi PROFESSIONAL SERVICES [J( Records Management Module Training, per day 1.5 $2,100.00 $1,890.00 $2,835.00 *Travel expenses included. [r Basic Onsite Training of software, per day 3 $2,100.00 $1,890.00 $5,670.00 Workflow training and installation excluded. Travel expenses included. 2 Onsite Quick Fields Training 0.5 $2,100.00 $1,890.00 $945.00 [J1 Quick Fields Document Class Session Configuration, per 1 $560.00 $504.00 $504.00 document class [.7f Workflow Configuration Training, Level 1 1 $8,232.00 $7,408.80 $7,408.80 Includes remote installation with up to 2 days of onsite training. MCCi will provide remote workflow configuration assistance up to 30 days post onsite training. [JJ MCCi Project Management Services 1 $6,000.00 Q RatchetX Installation and Base Configuration Fee 1 $1,200.00 $1,080.00 $1,080.00 Q RatchetX Per Application Fee (besides Laserfiche) 1 $750.00 $675.00 $675.00 Q RatchetX Per Screen Fee 1 $300.00 $270.00 $270.00 Professional Services Total $25,387.80 Total Project Cost (Laserfiche Avante) $89,943.59 51 iViCCi ExperienceExcellence STATEMENT OF WORK Laserfiche Public Portal - Web Interface Product Description: Qty. Cost DIR-SDD-2502 Total WEB TOOLS FOR AVANTE Er Laserfiche Starter Public Portal 1 $15,000.00 $13,987.50 $13,987.50 Includes Weblink and 10 Retrieval Connections Web Tools Total $13,987.50 ANNUAL SOFTWARE SUPPORT - BASIC LSAP Laserfiche Starter Public Portal 1 $3,000.00 $2,700.00 $2,700.00 Includes Weblink and 10 Retrieval Connections MCCi Service Level Agreement 1 _ $540.00 Annual Support Total $3,240.00 For budgetary purposes, the Client should include $3,240.00 in annual budget for renewal of LSAP for the software quoted above. MCCi PROFESSIONAL SERVICES MCCi Project Management Services Professional Services Total Total Project Cost (Public Portal) 1 $ 2,200.00 $2,200.00 $19,427.50 Total for Laserfiche Project (Laserfiche Avante + Public Portal) $109,371.09 PAYMENT & BILLING TERMS MCCi will invoice one hundred percent (100%) of the software and support upon delivery. Balance of total project will be invoiced upon completion of the proposed professional services, but may be broken up based on completion date of specific services. Sales tax will be included where applicable. Payment will be due upon receipt of an invoice. In the event the software product is defective as defined by the software warranty, MCCi agrees to refund the costs of the software in full. SOFTWARE WARRANTY The initial copy of the program that we deliver will be free of any defects. It will not install if there are any. Our guaranty is for 90 days. However, should a defect be in an original disc that has not yet been installed after that period we would still replace it 61 MCCI STANDARD SERVICES To determine which services and products are included with your project, please refer to the Statement of Work above. MCCi prides itself in providing high quality professional services and support. Providing the most advanced level of tech support via the web, e-mail and phone, you can rest assured that MCCI will provide you with profession installation, training and support services. Our clients can rely on us to provide a continual flow of information through our technical bulletins and newsletters. MCCI PROJECT MANAGEMENT SERVICES MCCI Project Managers are CDIA-certified and Laserfiche Gold Certified. The CDIA (Certified Document Imaging Architect) is awarded after a comprehensive and rigorous exam focused on a broad spectrum of document and records management objectives. There are multiple Laserfiche Certifications and MCCi focuses on maintaining all of them. MCCi Project Managers administer these services and concentrate on defining business requirements and the deliverables that follow. The MCCi Project Manager will work with the client's point of contact to put together a project plan that clearly defines the scope of services of the Project Management services. These services are included to ensure the Client is prepared for the final project implementation. Implementation Client Consultation - The assigned MCCi Project Manager will perform a remote pre -installation solution development plan including configuration of security rules for the Client prior to installation and training. This consultation will include a review of current document organization and retrieval practices to determine desired indexing methods, as well as other basic system set up needs. Once this information has been gathered and provided to the MCCi project manager, the basic folder structure, document naming scheme, scheme, and template set-up will be configured prior to onsite training. Remote Installation and Configuration — Software installation and configuration may occur remotely as part of the Project Management services to ensure the onsite time purchased is focused on the direct objective. Please refer to the statement of work to determine if the onsite time will include installation and configuration. Remote Training— Project Management services may be utilized for training administrators or users remotely if not providing onsite training. Please refer to the statement of work to determine the training model quoted. LASERFICHE BASE SOFTWARE TRAINING SERVICES The client is provided with either instructor -led hands-on training or train -the -trainer training in the operation of the Laserfiche Software and Plug -ins, and the scope of all training services to be performed is notated in the Statement of Work. These services will be provided onsite or remote, please refer to the Statement of Work to determine which has been quoted. Below are some sample outlines based on user -roles and system modules: System Administration 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 • Scanning and Importing • OCR and Full Text Indexing • Document Display • Index Card/Templates • Document Retrieval by Index Fields or Text (Searching) • Annotations • Extracting a Document from Laserfiche • Briefcasing and Migrating Documents • Customize Laserfiche • Volumes • Security • Advanced Features — Plug -ins MCC/ ADVANCED IMPLEMENTATION SERVICES *The following services listed have been included in your Statement of Work based on the recommendation of your Account Executive. Please consult with them for any questions. LASERFICHE WORKFLOW CONFIGURATION TRAINING MCCi's Laserfiche Workflow Configuration Training service is designed to be highly collaborative. The goal is for the client to have a trained Workflow Configuration Administrator. As a prerequisite, the client's Workflow Configuration Administrator should be a business process savvy individual with good technical skills. This is the person tasked with handling future workflow configurations, including any modifications needed to the configuration focused on during training. Client Deliverables • Provide MCCi with a mapped out/narrative of specified business process • Define each resource and activity of the business process • Define the Measurement of Success in conjunction with MCCi • Appointment of Workflow Configuration Administrator • Metadata requirements • Sample reports from functional activities involved • IT resources MCCi Deliverables • Install and configure Laserfiche Workflow with current Laserfiche system • Onsite consultation with a MCCi Project Manager - Workflow Configuration Administrator Training - Offer best practices in security to support the specified workflow process • Workflow Managed Services post onsite training - Configuration assistance for a period of time immediately following onsite training • Developer Training (Applicable to Level 2 and Level 3 training packages) • Roll-out Assistance — This is an optional service, which is provided if included in the scope of services. Note that this service will be billed separately and is billed upon completion. rix of Workflow Training Packages: Services Provided Level 1 Level 2 Level 3 Remote Installation Included Included Included Onsite Training Days 2 3 3 Workflow Configuration Assistance Post Onsite Training Remote 30 Days Remote 45 Days Remote 60 Days Developer Training None Remote 1/2 Day Remote 1 Day Developer Assistance Post Developer Training None Remote 15 Days Remote 30 Days Roll-out Assistance (Optional)* 2 Days - Remote 2 Days - Onsite 2 Days - Onsite *Roll-out assistance is billed as a separate event and at the time of delivery. LASERFICHE WORKFLOW MANAGED SERVICES MCCi 's Workflow Managed Services package is a post -implementation service, and is designed to assist the client's Workflow Configuration Administrator with ongoing consulting and configuration needs. Workflow Managed Services are billed in advance each year, in return for a discounted rate. Workflow Managed Services may be used for the following: • Additional Workflow Set Up Consultation — MCCi continues to consult and make recommendations on best practices for modifying existing / creating new workflow configurations. • Additional Remote Training — MCCi offers additional training for the client's Workflow Configuration Administrator. This is ideal for refresher training, as well as for new personnel in the event of turnover. • Ongoing Security Consultation — Laserfiche security plays a much larger role when business processes are being automated by Laserfiche Workflow. MCCi assists the client's Security and Workflow Configuration Administrators to offer security best practices to align with workflow configurations. • Leveraging Existing System(s) — MCCi will help identify more efficient ways of utilizing the Laserfiche product suite, as well as how to leverage other systems and the related data contained therein. • Meta -Data Consultation — Various meta -data objects must be created/modified to match up with specific workflow needs. MCCi will consult and help identify meta -data needs. • Expiration & Additional Services — Managed Services is an annual package and will expire on the same date as your SAP plan. The number of hours included are not to exceed the price of the package divided by MCCi's discounted hourly rate (Managed Service hours are discounted by 10%). Pricing can be adjusted for any additional hours if needed. • Remote Access Support — Managed Services are delivered remotely. Remote Access Support allows our helpdesk staff to access your machines remotely to resolve problems faster. The use of Remote Access Support saves you both time and money by reducing the delays in resolving software issues without costly onsite visits. LASERFICHE FORMS SERVICES MCCi's Laserfiche Forms Services are designed to be highly collaborative. The goal is to provide a customized package for your organization. Whether you need direct assistance implementing Laserfiche Forms, or hands-on training to empower your organization to create and maintain electronic forms, or both, MCCi has options available. Please see your Statement of Work for the specific Laserfiche Forms Services quoted. Forms Training Services Provided Overview Comprehensive Training Duration Up to 5 hours Remote Up to 2 Days Remote/Onsite Forms Designer Yes Yes Process Modeler Yes Yes Workflow Configuration (For Forms Process Modeler Integration, and Filing Only) No Yes Forms Configuration (Up to 1 - Level 1 Form) 0 1 Forms Configuration Services Per Form Level 1 Level 2 Level 3 Forms Design Services Up to 15 Fields Up to 30 Fields Up to 50 Fields Form Field and Data Look -up Rules* Up 10 Rules Up to 20 Rules Up to 40 Rules Process Modeler Configuration Up to 5 Steps Up to 10 Steps Up to 20 Steps Workflow Configuration (For Forms Process Modeler Integration, and Filing Only) No Yes Yes Custom Scripting (JScript or CSS)* Call for Quote Call for Quote Call for Quote *Please note: A Laserfiche Named User is required for every user that will utilize Laserfiche Forms, unless the Forms Portal has been purchased in addition to the Forms Named User Licensing. - Users submitting through the Forms Portal are limited to forms submission. Users cannot participate in the workflow/routing process within Laserfiche Forms Process Modeler or Laserfiche Workflow, unless they have a Laserfiche Named User License. - All Forms Configuration Services are conducted remotely due to multiple decision points throughout the configuration, which may cause delays. Field Look -ups: Database Views and Queries must exist or be created by the customer prior to MCCi database lookup configuration. - Java Script and CSS Scripting (if needed) are not included, unless otherwise notated in the pricing section of the Statement of Work. SOFTWARE DESCRIPTIONS To determine which products are included with your project, please refer to the Statement of Work LASERFICHE AVANTE Laserfiche Avante solution is a named user model and starts out with a feature rich system that is based on the number of people who will be using the system. It is designed for small to mid-size organizations and helps you capture, manage, distribute, and work with information in diverse working environments. Avante comes with Laserfiche Workflow and allows your organization to move beyond simple document routing to automate everyday tasks, optimize business processes, and share information with a wide variety of applications. Avante systems allow you to choose from multiple database platforms and incrementally expand the system with records management edition and other plug -ins such as Auditing, Web Access, Digital Signatures, and Batch Processing. The Laserfiche Avante pricing structure makes it simple and affordable to add new features and functionality to your Laserfiche system as your needs change. LASERFICHE RIO MCCi recommends the Laserfiche RIO solution for Enterprise clients that have a large volume of users, as well as the need for test environments and multiple servers/repositories. RIO and each RIO license comes coupled with Workflow, Web Access, Mobile Access, Snapshot, Email, Digital Signatures, and Advanced Audit Trail. This licensing structure makes it much easier on IT administration, especially when dealing with a large user base. In addition, RIO supports an unlimited number of application servers, as well as repositories, making it well suited for expansion and testing needs. RIO can connect either to MSSQL or Oracle for the backend database, and of course many of the same optional Laserfiche modules such as the Records Management, Batch Processing and Weblink Public Portal licenses are available with RIO. Feature Avante Rio Comments Database Options SQL Express, SQL, Oracle SQL, Oracle Retrieval Concurrent Users Public Portal (Weblink) Unlimited Public Portal (Weblink) Full Named Users 25 — Unlimited Includes Workflow, Email and Snapshot for Avante; Includes Workflow, Email, Snapshot, Web Access and Advanced Audit Trail for Rio. Retrieval Named Users n/a 200 — Unlimited Includes Email capability. Minimum of 200 must be purchased. Application Servers 1 Unlimited User License Model Named Named Avante: Up to 14 additional (fora total of 15) Repositories can be added at an additional cost. RIO: Each Application Server can have up to 15 Repositories attached. RIO allows for an unlimited number of Application Servers. r Repositories 1 Up 15 per Application Server SOFTWARE DESCRIPTIONS Workflow Included Included Snapshot Email WebAccess (Thin client access for named users) Included Included Add-on option Included Included Included Mobile Access Requires WebAccess Included Digital Signatures Audit Trail Public Portal (Weblink) Options Add-on option Add-on option (Options for Starter, Standard, Advanced) Weblink Public Portal license package options (5,10, 25, 50, Unlimited Single Processor, Unlimited Dual Processor, Unlimited Multi Processor) Included Includes Advanced Audit Trail Weblink Public Portal license package options (50, Unlimited Single Processor, Unlimited Dual Processor, Unlimited Multi Processor) Avante Public Portal: The 5 concurrent license only allows for one security profile to be set. Unlimited versions are licensed per Laserfiche application server, and per processor. The licensed number of processors must be equal to or greater than the number of processors (CPUs) on the correlating Laserfiche application server. Note: Additional copies of the Unlimited Public Portal are needed if there is a need to connect the Public Portal to more than 1 Application Server. Upgrade Path Rio n/a Laserfiche Versions Lf 8.1 and later Lf 8.0.1 and later Web Admin Console Included Included Laserfiche Forms Add-on option Add-on option LASERFICHE PLUG -INS Laserfiche Plug -Ins, Utilities, and Tools MCCi can provide additional Laserfiche Plug -ins Utilities, & Tools software. Laserfiche offers a selection of modules and development tools designed to let you tailor Laserfiche to meet your needs. Certain Plug -Ins may be bundled differently based on the Laserfiche platform. Please refer to the pricing page/statement of work to determine which modules have been proposed. Capture Modules Laserfiche ScanConnectTM: allows ISIS scanning. A collection of ISIS scanner drivers is included with Laserfiche ScanConnect. These drivers allow images to be scanned through supported scanners. ScanConnect 7.x is can be purchased as an add-on to both Laserfiche scanning and Quick Fields. SOFTWARE DESCRIPTIONS Laserfiche Snapshot': Laserfiche Snapshot is included with both Avante and RIO FuII Named User Licenses, and can generate images and text from an electronic file (e.g. a Word document, a web page, a text editor, etc.). The files generated by Laserfiche Snapshot capture the content of the electronic file at the time that it was processed. In other words, they represent an accurate portrayal of an electronic file at a given point in time. The images and text created from an electronic file are then stored in a Laserfiche repository. As you can see, Laserfiche Snapshot can be used as a tool to archive a particular version of an electronic file. Laserfiche Snapshot can process any electronic file that can be opened with a Windows application that has printing capabilities. This feature is automatically included with every Full User purchase. Laserfiche Import Agent: Laserfiche Import Agent is a capture tool that can bring files into a Laserfiche repository from the Windows file system. Any file that can be stored in Laserfiche can also be imported via Import Agent. What's more, Import Agent allows for scheduled and selective imports, so that users can set up specific criteria for what gets imported when. OCR Scheduler for Laserfiche: MCCi developed this tool. It provides a simple and effective way to mass OCR documents in Laserfiche. It allows administrators to configure multiple OCR sessions. Sessions are created based on selecting folders within a specific Laserfiche Repository and scheduling the time to begin the OCR process. Benefits: • Efficiency: Clients can schedule the tool to perform the OCR function, rather than tie up machines during the normal working rhythm. • Support/Search Content: Leaving the responsibility in users hands to conduct OCR can lead to incomplete processing. The tool provides assurance that everything in need of OCR is being addressed without end user interaction. "QuickFields" (QF) Batch Processing Tools: Quickfields is a suite of Batch Processing utilities created by Laserfiche. Avante and RIO bundle each of these features differently, which is reflected in the Statement of Work/Pricing section: • Laserfiche@ Quick Fields' automatically captures useful information from paper and electronic documents and organizes it for fast retrieval. Quick Fields transforms data capture from a costly and labor-intensive operation into an efficient process by collecting precise pieces of information from the masses of unstructured data flowing into your organization. Quick Fields improves the speed and accuracy of data capture while giving authorized staff instant access to the information they need to work effectively. • QF Bar Code Validation Package: The Bar Code add-on reads bar codes on a specified page in the document. The value returned by the bar code process can be used to identify a page, populate a field, determine the document name, or determine where the document will be stored. Bar Code is very powerful when combined with Real Time Lookup. Supported barcode formats: Codabar, CODE 39, CODE 128, EAN 8, EAN 13, Interleaved 2 of 5, UPCA, and UPCE. • QF Real-time Look up Validation Package: Lookup populates template fields and validates metadata by retrieving data stored in third -party databases and other applications. • QF Zone OCR Validation Package: Images that contain clearly printed or typed information can be converted to text files through a process called OCR (Optical Character Recognition). Once text has been extracted from an image, it can be sent along with the image to the repository. Once the document has been imported into the repository, the extracted text will be associated with the corresponding image in the document. The International Zone OCR add-on will scan a zone on an image for text. Only text found within the zone will be extracted. The data returned by this process can be used to identify a page, populate a field, determine the document name, or determine where SOFTWARE DESCRIPTIONS the document will be stored. The International Zone OCR add-on can be installed when Quick Fields is first installed or after it has already been installed. • QF Forms Alignment: automatically repositions scanned documents to match a master form, correcting for scanning errors and improving data extraction. • QF Document Classification: designed for clients who deal with multiple forms, and will recognize and process multiple document types. • QF Auto Stamp/Redaction/Bates Numbering: The Bates stamp option is a document auto - numbering annotation option • QF Optical Mark Recognition: detects handwritten information, including marks on surveys, tests and ballots. • QF Agent: enables administrators to schedule forms processing around the clock and run Quick Fields sessions without operator intervention, reducing labor costs and optimizing business processes. • QF Forms Identification: automatically recognizes the form or document based on its overall structure, even in the absence of bar codes, form data or other distinguishing information. • QF Forms Extractor: removes form outlines to isolate data for more accurate capture. • QF Scripting Kit: Offers a script editor, which allows developers to write Cit and VB.Net Scripts, and insert the scripts into a Quickfields Session. Distribution Modules • Laserfiche Public Portal - WebLinkTM: The WebLink module publishes select documents in a Laserfiche repository to an intranet or the Internet in read-only form. Documents can be made available through the Web almost instantly, and users need only an Internet browser in order to access them. Built on ASP .NET, WebLink can be customized to match the look and feel of an organization's Internet or intranet site. • Laserfiche WebAccess: Laserfiche Web Access is a Web browser -based thin client offering virtually all of the document management capabilities of the standard Laserfiche interface. Web Access allows your IT staff to roll out high-volume Laserfiche access without increasing your organization's application support burden. Authorized users organization -wide enjoy simultaneous access to documents, whether they are using the corporate intranet or logging in from a branch office. o Laserfiche Mobile Access Options: Laserfiche Web Access is required for any/all mobile access options. Web Access Light & Laserfiche Mobile are both options for providing mobile access to your Laserfiche solution: • Web Access Light: Designed for Blackberry, Chrome, Opera and Safari mobile browsers, offers a lightweight Web interface for popular mobile devices, enabling users to search and retrieve documents, as well as approve documents and participate in workflow automation processes, while away from their desktop computers. • The Laserfiche Mobile iPhone app takes advantage of the iPhone's touch screen, gesture recognition and high resolution interface to provide users with an immersive experience. Features include: • Create and upload new content with the iPhone camera. • Automatically crop, straighten and enhance captured information, with full text recognition. • Copy, move, rename, download, e-mail, print or delete content. • Browse for documents in a folder structure or search the entire repository SOFTWARE DESCRIPTIONS • Participate in workflow automation processes by accessing metadata fields. ■ The Laserfiche Mobile iPad app gives employees the ability to securely view and update content from wherever they are. Features include: • Provides secure access to documents and metadata • Enables users to create and upload new documents • Participate in Workflows on the go • Laserfiche PIusTM Laserfiche Plus allows the information stored in a Laserfiche repository to be portable. Laserfiche documents published by Laserfiche Plus can be viewed by anybody, regardless of whether they have Laserfiche installed. If these portable Laserfiche documents are sent to a company or site that already has Laserfiche installed, then that organization can also choose to attach those documents to their repository. This software prepares a copy of the Laserfiche files (images, text, electronic files, annotations, templates and field data) for burning directly to your removable media or to a temporary directory. Choosing to publish to a temporary directory allows you to write it to your removable media at your convenience. • Laserfiche E -Mail Plug-inTM allows instant electronic document distribution via standard MAPI- compliant e-mail applications. This feature is automatically included in every Full User and Retrieval User license purchase. Workflow Process Automation, Collaboration, and Tracking • Laserfiche Workflow: Efficiency and accountability -enhancing document routing, e-mail notification and audit trail reporting. • Laserfiche Digital Signatures: Laserfiche allows users to sign briefcases when exporting as well as documents stored in Laserfiche. These are two separate applications of digital signatures. Signing a briefcase file embeds the signature in the file along with the certificate associated with the signing key. The full certificate chain is embedded. This allows users to prove who created the briefcase and that the briefcase was not tampered with. Digitally signed briefcases may, but do not necessarily contain digitally signed documents. Digital signatures can be applied to documents stored in Laserfiche. The digital signatures are stored as metadata and are preserved when exporting a document in a volume or briefcase (whether or not the briefcase was itself signed). - Users can digitally sign a document in the Laserfiche Client or Web Access to indicate their approval. Documents can also be countersigned by another user, which indicates approval of the document and the existing signature. Multiple signatures and countersignatures can be applied to a single document. - Digital signatures are validated with signing certificates on the server and the repository, which verifies that a signature on a document is trustworthy. A signature becomes invalid if the certificate is expired or if a document has been modified since the signature was applied. Signature certificates are managed through the Laserfiche Administration Console or Web Administration Console. As a pre -requisite, the organization must have Digital Certificates set- up on the network, prior to implementing Laserfiche Digital Signatures. • Laserfiche Audit Trail Modules: Three levels of audit reporting to address your specific regulatory compliance and security needs. • The Starter Edition tracks basic events that occur in the repository and that involve accessing, modifying or exporting data. Basic events include creating, editing, printing or deleting documents, creating annotations, and assigning metadata. SOFTWARE DESCRIPTIONS • The Standard Edition builds on the Starter Edition by tracking additional security- and access - related events. This edition can also track unsuccessful attempts to perform an action, such as failed attempts to access or print documents. • The Advanced Edition meets the needs of organizations in the most highly regulated environments. It includes all the functionality of the other two editions, and also tracks many more events including password changes, the creation or modification of users and groups, and changes to repository -wide settings. It can also track all the searches users perform, require users to enter reasons for performing certain actions, and automatically add watermarks to printed documents. Electronic Forms • Laserfiche Forms allows organizations to create Web forms for collection and processing information electronically. • Laserfiche Forms has flexible design options to meet your organization's needs. You can: Create custom forms from a library of field or selection elements. Apply preset or custom themes, including page logo, colors, buttons, fonts, and more. Configure form elements to dynamically be displayed or hidden depending on user inputs or to be populated with data from external data sources. Automate business processes for form data to follow, such as decision-making, emailing, or approvals. Create custom form layouts and dynamic behaviors with CSS and JavaScript. • Role -based security is included to allow and restrict access to necessary functions for form submitters, reviewers, approvers, form creators, and system administrators. • Reporting tools allow different views of details on submitted forms such as: User view of details about all submitted forms. - Approver "dashboard" of submissions awaiting approval. - Administrator views of all submissions by form and approval status. • Forms can be used internally or externally (with the appropriate licensing). Publication options include login to forms system, public URL, secure URL, or embedded into a Web page. • Submitted data can be exported for further analysis or distribution. • Submitted forms can be utilized to initiate an email notification or start a workflow rule within Laserfiche. Laserfiche Integration Plug -Ins • LF Integrator's Toolkit: Provides the tools & documentation necessary for customizing Laserfiche, and integrating Laserfiche with other applications. • Third Party Integration Plug -Ins: - Datallow Affinity Integration — Datallow Affinity brings the power of Laserfiche document management to the applications you use most. Document searches can be reduced to a single click of a button. New documents can be added to your Laserfiche repository without manually entering template field values, file names, or folder locations. Affinity truly makes Laserfiche feel like part of your business software. RatchetX Integration — RatchetX is a configurable and robust middleware integration tool for Laserfiche. With a single click of a button, new documents can be added to Laserfiche from another application, and users can search Laserfiche directly from the applications they use most. RatchetX is unique in regards to the robust toolset it provides for accessing data from other applications (even the toughest proprietary systems), for use configuring the most common ECM integrations: Indexing, importing/scanning, and executing search SOFTWARE DESCRIPTIONS queries. In addition, RatchetX provides the capability to create custom integration activities, such as populating a record in another system from the data extracted during the intake process in Laserfiche, or looking up a record in another system from the Laserfiche interface itself (Bi-directional Integration). - LF integrator GP— LF Integrator empowers Great Plains users to scan, search and link supporting documents in Laserfiche document management applications directly from the Great Plains menu bar. Link the document and workflow management power of Laserfiche with your current Great Plains implementation. - LF Integrator AutoCAD — LF Integrator for AutoCAD allows you to store AutoCAD drawing files or associated documents in Laserfiche, including embedded cross reference files, directly from the AutoCAD menu. Launch Laserfiche scan or search modules using the drawing file for template or search criteria, or create a Laserfiche document template using the fields from any AutoCAD drawing title block with a single click. - GeoDocs: GeoDocs'" is a web -based software that seamlessly integrates ESRI ArcIMS (soon to be ArcGIS Server) and Laserfiche. Utilizing robust search capabilities, users of GeoDocs can access digital documents stored in a Laserfiche repository from within the web -based GIS program and vice versa, access spatial information stored in a GIS from within the Laserfiche web client. lmageSign for Laserfiche — ImageSign for Laserfiche allows you to digitally sign documents inside of Laserfiche securely. There are also options for utilizing external signature pads to allow customers & external users to electronically sign documents. *Created & supported by MCCi only. LT Systems Laserfiche integration — LT Systems Laserfiche Integration allows users of the LT Systems Court solutions to archive court related documents into Laserfiche. Users can launch Laserfiche scan or searching windows from LT Systems and bring data and documents directly into Laserfiche while capturing metadata in LT Systems. *Created & supported by MCCi only. TECHNICAL SUPPORT When you become a client of MCCi, you gain much more than just a new product. You gain a relationship between our staff and your organization to make your product implementation successful and the usage of your product an enjoyable experience. In order to make this possible, MCCi offers both Proactive and Technical Support. PROACTIVE SUPPORT MCCi assigns each account with a Regional Account Executive and an internal Account Manager Team. You will have already worked with your Account Executive in the pre -project phase and they will continue to support you. Your Account Executive will provide a local presence and contact information should local meetings be necessary. The Account Executive also assists in pre implementation processes. Your Account Manager will assist in managing ongoing support through the life of the product. MCCi believes in a proactive support methodology and it is the Account Managers' role to insure this ongoing communication with clients. Your Account Manager will be in touch throughout the year to discuss optimal system usage and ensure client satisfaction. Items discussed may include, but are not limited to: • Identify any needs that could easily be addressed with the current system. • Provide resource for question and answer, best practices, how other customers are using the system with use of documented case studies, Listservs, support center, etc. • Provide continued education for existing and new users within the organization through the use of webinars, seminars, workshops, users group, and more. • Annual review of current system configuration • Dedicated sales support staff for pricing inquiries and budgetary information • Annual support renewal notification to ensure your renewal process is timely and accurate Educational Resource Definitions • Case Studies — MCCi works with our clients to put together narrative accounts of specific usages of MCCi solutions in their organization. Specific departments, document types, integrations, etc. are noted to allow other users to learn from the information. • MCCi Listserv— MCCi has created a Listsery for specific types of system customers. A Listsery is a creative use of e-mail, which provides a means for End Users to share information on a common interest. Members are able to communicate with peers thru a single e-mail. Uses of the Listsery may include fielding requests about system usage, as well as best practices. • Support Center—This resource is a compilation of white papers, best practices, and information for system users all in one location. Through the support center, users can also submit and check the status of their support tickets. • Webinars — MCCi conducts monthly webinars on different topics promoting more efficient system usage. User webinars are also offered on more specific topics related to products, concepts, departments, etc. regarding the usage of your system. These are done through the web and are a convenient way of staying informed on the newest technologies available. • Seminars — MCCi conducts seminars on different topics to help educate new and existing end users throughout the year. They are usually located at a host site of an existing customer. These can also be offered at current client's locations to invite departments to learn more regarding their current system. TECHNICAL SUPPORT • User Groups — MCCi offers annual user groups to keep end users trained on the newest versions and products. These are geared to both users and administrators of the system. TECHNICAL SUPPORT The Laserfiche Software Assurance Plan (LSAP) helps preserve your investment and extend the benefits of your original purchase by providing you access to the assistance needed to ensure that you maximize system uptime. You have access to a toll free line to call for technical support or submit tickets online through our support center. When you subscribe to the LSAP you receive the following benefits: • 100% upgrade credit for your existing software (in the event of an upgrade) • Free software updates for your current system • 24-hour FTP and website access which includes the MCCi Online Support Center • Technical bulletins and newsletters TRAINING CENTER MCCi's Training Center provides an easy, cost-effective way to provide Laserfiche training to all users in your organization. An annual subscription allows access to our online course offering of over 200 training videos. The Training Center is home to video categories such as Laserfiche Administration, Laserfiche Client, Workflow, and Tips & Tricks. All videos use instructor descriptions from Laserfiche Certified Professionals. The Training Center provides the following benefits: • 24/7 access to on -demand Laserfiche training videos and other resources • Reduction in training expenses • Caters to all skill levels from Basic Users to Advanced System Administrators • Unlimited access for your entire organization • User determined schedule and pacing • Reduction in internal support • Increased efficiency through improved internal usage/adoption • Instant/budgeted training available in the case of employee turnover • Enhance your organization's internal Laserfiche training program • Increased user productivity MANAGED SERVICES MCCi Managed Services are strongly encouraged to be included with every support renewal and provide the client with a discounted hourly rate by purchasing an advanced block of services per year based on the products purchased. Managed Services can be used for the following professional services: • Additional Training — additional training, via web conferencing, can be conducted to train new users on the use of the system or as refresher training for existing users. • Additional System Set Up Consultation — MCCi offers additional consultation that includes recommendations on best practices for adding additional departments, additional types of document etc. to your current system. • Remote Implementation of Software Updates — While the standard SAP plan covers free updates for software, implementation of those updates is sometimes overlooked. With the addition of our Managed Services, MCCi is at your service to directly assist in implementing software updates such as minor updates, quick fixes or point releases. Dependent on complexity and client specific configurations, major software upgrades may or may not be covered and should be discussed with your Account Management Team. • Annual System Review & Analysis — Upon request, MCCi will access your system to review and analyze how your organization is using the system, identify discovered potential TECHNICAL SUPPORT problem areas and make recommendations for better use of the system. This analysis is designed to be implemented 6 months after the initial Software installation, and should be performed annually after that date. This is an optional service that will be completed only if requested by the Client. • Remote Access Support — Remote Access Support allows our helpdesk staff to access your machines remotely to resolve problems faster. The use of Remote Access Support saves you both time and money by reducing the delays in resolving software issues without costly onsite visits. • Laserfiche Certifications — First priority offering of complimentary Laserfiche certifications on an as available basis. • Laserfiche Conference Registration — First priority offering of complimentary Laserfiche Annual Conference registration on an as available basis. • Expiration & Additional Services — MCCi Managed Services is an annual package and will expire on the same date as your SAP plan. MCCi does provide continued technical support for all MCCi applications. Technical support is provided via email or telephone during normal business hours of 8:00 a.m. to 6:00 p.m. EST. Clients can designate several individuals who are to be the technical support contacts. Those individuals may contact MCCi at any time for technical support. There is no limit on the number of technical support calls that can be made. Adjustments in annual support rates may be made to coincide with current U.S. inflation rates. 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. See system requirements below. Please keep in mind that these are the minimum system requirements as recommended by MCCi, and should be considered independently rather than collectively. Additionally, overhead for virtualization has not been factored in to these requirements. Scanning Station PC OS Windows 8 (32 or 64), Windows 7 (32 or 64), Windows Vista, Windows XP Professional (Service Pack 3 or later) CPU 2.8 GHz processor or faster Memory 2 GB RAM or more Communications TCP/IP Web browser Internet Explorer 6.0 or higher Client OS Windows 8 (32 or 64), Windows 7 (32 or 64), Windows Vista, Windows XP Professional (Service Pack 3 or later) CPU 1 GHz Processor or better, Performing OCR: Dual Core 2.8 GHz or faster processor Memory 1 GB RAM or more, Performing OCR: 2 GB RAM Communications TCP/IP Web browser Internet Explorer 6.0 or higher Batch Processing Quick Fields Machine OS Windows 8 (32 or 64), Windows 7 (32 or 64), Windows Vista, Windows XP Professional (Service Pack 3 or later) CPU - 2.8 GHz Processor or better, Performing OCR: Dual Core 2.8 GHz or faster processor Memory 4 GB RAM or more Communications TCP/IP High Volume Recommendation Windows 7 x64 with 8 GB RAM, Intel Core 2 Duo Processors 3.33GHz Laserfiche Application Server OS Windows Server 2012, Windows 2008 R2, Windows Server 2003 (Service Pack 1 or later) CPU Quad -Core Processor, 2.5 GHz Processor or better Memory 4 - 8 GB RAM Communications TCP/IP Image/File Server Storage Typical usage factoring is 18,000 black/white standard size images per GB. Clients typically use a Network Attached Storage (NAS), Storage Area Network (SAN), or a Local Storage Device. HARDWARE REQUIREMENTS Database Management System Avante SQL or Rio SQL SQL Server 2012, SQL Server 2008 R2 Standard, Microsoft SQL Server 2005 (Service Pack 3 or later), Oracle 9i Release 2 (9.2.0.8+), Oracle 10g (10.2.0.4+), Oracle 11g (11.1.0.6+). For MSSQL, MCCi recommends storing the MDF and LDF on different drives. Growth of MDF to 10% — 15% and Log to 5% to 10% of cumulative Laserfiche Volume size is anticipated. Avante SQL Express Microsoft SQL Server 2008 Express Edition Memory *Note: Oracle or Microsoft SQL Server must be purchased separately. You must additionally purchase enough licensing for your DBMS to support your Laserfiche installation. Laserfiche Workflow Server OS Windows Server 2012, Windows 2008 R2, Windows Server 2003 (Service Pack 2 or later) CPU 4 Core Processor, 2 GHz Processor or better Memory 4 GB RAM Communications TCP/IP taserfiche Audit Trail Server OS Windows Server 2012, Windows 2008 R2, Windows Server 2003 (Service Pack 2 or later), IIS 6 or 7 CPU Dual Core Processor, 2 GHz Processor or better Memory 2-4 GB RAM Communications TCP/IP Local Storage C:\ Drive with 40GB or greater available Web Module Server(s) Required if Installing "Web Access" or Public Portal- Weblink" OS Windows Server 2012 with 115 8, Windows Server 2008 R2 with IIS 7, Windows Server 2003 with IIS 6 CPU Dual Core 2.8 GHz or faster processor Memory 2 GB RAM or more Viewer Web Browser (minimum versions): Laserfiche Web products operate most efficiently when using Internet Explorer 9. Other supported browsers are Firefox, Safari and Chrome Note Clients are responsible for any additional security protocol setup/associated fees that are required to provide internal/external web access. An example would be setting up "Kerberos" for thin client active directory authentication, or setting up VPN access to allow Laserfiche's iPad/iPhone applications to connect through the Web Access server. HARDWARE REQUIREMENTS Laserfiche Public Portal — Weblink Per Processor (Unlimited) licensing specifics: The Public Portal License allows unlimited connections per processor, however a large number of connections may affect the Laserfiche application server performance (one processor can handle roughly 100 to 150 concurrent retrieval connections). The client must have one Public Portal License for each Laserfiche application server they desire to connect to, and the Public Portal license must be licensed by the appropriate number of processors, which is required to match or exceed the CPUs/processors on the Laserfiche application server that the Public Portal will connect to. For example, the client must have a dual -processor or multiprocessor Public Portal license in order to connect to a Laserfiche Application Server that has two or more processors. Public Portal View Only Licenses may only be used with WebLink; they are not available for other applications. OCR Scheduler for Laserfiche OS Windows Operation Systems: 32 & 64 bit Requirements Laserfiche Version 8 Server (runs as a service), Laserfiche Version 8 Client. Recommendation 1 dedicated LF Named User license Note Does not support OCR for Electronic Documents Scanners Must use ISIS drivers to be compatible with Laserfiche ScanConnect software. Scanner compatibility should be confirmed by referencing the most up to date Laserfiche published supported scanner list at: http://laserfiche.com/static/Resources/scanlist.html. Laserfiche Forms Laserfiche Server Version 8.3.2 or higher, Avante or Rio licensing model Web Server Windows Server 2008 or Windows 7 with IIS 7 or 7.5, Windows Server 2012 or Windows 8 with 115 8 CPU 2.9 GHz or faster processor Memory 8 GB RAM or more Database Server Microsoft SQL Server 2008, 2008 R2, and 2012 Client Laserfiche Forms can be viewed in Chrome, Firefox 3.5 and higher, Internet Explorer 7 and higher, Opera, and Safari (Mac only). It also support mobile browsing from iPad 2 and higher. For best results we recommend using Internet Explorer 9 or higher, Firefox 12 or higher, or Chrome 6 or higher Note Internet Explorer 7 users should install Microsoft security update 947864 (MS08-024) 0 \0 §} 0 2_; ravel expenses may be incurred due to circumstances such F. exceed the project fees paid to MCCi by \} 01 49 \\ {)5 13 -22 VA 171 customer will be billed accordingly. Tonal software is needed to bring the site up to The terms of this agreement shall remain in force and effect for a period of ninety (90) days from the date appearing below, unless accepted by the Client. Submitted by: MCCi, a Limited Liability Company Date: August 20 2013 By: Witness: (Printed Name & Title) Noted Items Accepted by: CITY OF ROUND ROCK, TX Date: By: Witness: NmreAvvl�✓ fq;? 6/3 ✓l/ (Signature) W (Printed Name & Title) Gov,VQtUL (Signature) Q/1 VIA. . Ir k -�e, G OefiL (Printed Name & Title)