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R-2020-0273 - 10/8/2020RESOLUTION NO. R-2020-0273 WHEREAS, the City of Round Rock has duly sought proposals for purchase of goods and services for a Report Management System for the Fire Department; and WHEREAS, ESO Solutions, Inc. has submitted the proposal determined to provide the best value to the City considering the price and other evaluation factors included in the request for proposals; and WHEREAS, the City Council desires to enter into an agreement with ESO Solutions, Inc., 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 an Agreement for Report Management System Services with ESO Solutions, Inc., a copy of said Agreement being attached hereto as Exhibit "A" and incorporated herein. 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 5 51, Texas Government Code, as amended. RESOLVED this 8th day of October, 2020. CRAIG 1V�ORGAPY, Mayor City of Round Rcick, Texas ATTEST: — a we�� J KWtf---' SARA L. WHITE, City Clerk 0112.20202-1 00455928 DocuSign Envelope ID: 4335F2FF-98F2-4FDE-B560-F05686048531 EXHIBIT Wora.00ITYr ROUND ROCK AGREEMENT FOR " V PORT MANAGEMENT SYSTEM SERVICES WITH ESO SOLUTIONS. INC. KNO� wry ALL 13'Y THESE RECITALS: WHEREAS, City desires to purchase goods and services related to a Report Management Systemfor the Fire Department; and for4049WHEREAS,1-1EREAS, City has issued its 'F"Request for Proposal1) V the provision of said goods and services; and WIiEREAS, the City has determined that the Vendor provides the best value to the City and desires to procure said goods and services fro the Vendor; and t�I-EREAS, the parti"es desire to enter into this Agree ent to set forth in writing their rp respective rightsduties, and obligations; NOW, THEREFORE, WITNESSETH: That for and in consideration of the mutual pruznises contained herein and other good and isvaluable consideration, the sufficiency and receipt of which are hereby acknowledged, it mutually partiesagreed between the as follows: 1.01 DEFINITIONS A. Agreement means the binding legal contract between City and Vendor whereby City agrees to buy specified goods and servi'ces and is obligated to provide sa e.The Aaree ent includes the followi*ng: (a) City's. Request for Proposal, designated Solicitation%we- Number 20-017 dated June 2fl20 ("RFP99); (b) Vendor's Response to RFP (Including- Cost 00454855='ss2 QocuSign Envelope ID: 4335F2FF-9BF2-4FdE-B6&D-FD5888048531 HIPAASheets c Vendor's Support Services Addendum, (d) Business Associate Addendum,* (e) contract award; and (f) any exhibits, addenda, and/or a end ents thereto. Any ii nconsistencies or conflicts n the contract docu ents shall be resolved by preference in 19 the following order, (1) This Agreement; (2) Vendor's Response to RFP (including Costs Sheets); {3) Vendor's Support Service Addendum; (A) HIPAA. Business Associate Addendum; and (5) City's RFP, exiibits, and attachments. (f City means the City of Round Rock, Williamson and Travis Counties,, Texas. (g) Effective Date means the date upon which the binding signatures of both parties to this Agreement are affixed. %W EX Goods and services mean the specified services, supplies, materials, If commodities, or equipment. F. Vendor means ESO Solutions, Inc., its successor or assigns. 2A1 EFFECTIVE DATE, TERM A. This Agree ent shall. be effecti*ve on the date this Agreement has been signed by each ofpaftheretoand shall remain 1in full force and effect unless and until it expires by operation of the termindicated herein, or is terminated or extended as provided herei*n. B. The term of this Agreement shall be for sixty (60) months from the effective date hereof. C. City reserves the right to review the relationship at any time, and may elect to terminate this Agreement with or without cause or may elect to continue. 2 OocuSign Envelope ID: 4335F2FF-9BF2-4FDE-BS6Q-FU5886048531 3.01 CONTRACT DOCUMENTS AND EXHIBITS City selected Vendor to supply the goods and services as outlined in the Part IV, Scope of Work, of the RFP, and the Response to RFP submitted by Vendor as described in Attachment A: Proposal Submittal Form of Exhibit "A.," Exhibit "A" is attached hereto and incorporated herein by reference for all purposes. Exhibit "C" titled "Support Services Addendum" and Exhibit "D" titled "HIPAA Business Associate Addendum," are also attached hereto and t*nco orated herei"n by reference for allpurposes. The intent of this Agreement and the referenced Exhibits is to formulate the contract documents which said documents are fully a part of the Agreement as if repeated herein in full. 4*01 ITEMS AWA-RDED* AND SCOPE OF WORK 5.01 COSTS As Payment for Services: The costs for services to be provided and specified herein are set forth in the attached Exhibit "B,," "Cost Sheets." In consideration for the goods and services to be performed by Vendor, City agrees to pay the Vendor an amount not -to -exceed a total of Two Hundred Thirty -Five Thousand One Hundred Twenty and No/100 Dollars (235,120.00) for the term of this Agreement to be paid as follows: (i) to Year One: Payments due shall not exceed Fifty -Three Thousand Nine Hundred Eighty -Five and No/.100 Dollars (53,985A0) for the Firel Scheduling,, and EHR (basic version/BLS versi'on)plus the one-time costs set forth on the Costs Sheets and the one-time discount; (ii) Years Two through Five: Payments due shall not exceed Forty -Three Thousand Nine Hundred Twenty -Five and No/100 Dollars ($43,925.00) for the Fire, Scheduling and EHR (basic version/BLS version), 3 f^% uocuSI'gn Envelope ID: 433bF2FF-98F2-4FDE-B56a-F45B86fl4l3591 (iii) An additional Five ThousandThirty-FiveFour Hundred and No/100 Dollars (5,435.00) may be paid by the City to the Vendor during the term of the Agreement for "Optional Services" as described in Paragraph (B) below. Be Payment for Optional Services: The parties agree that the City may add optional services to the Agreement at any ti e duri*ng the tenn of the Agree ent, specifically: 1) Asset 1VlanagementlInventory and/or 2) ESO EHR Suite (full) ("Optional Services"'). The 0 prices for these Optional Services are set forth in the attached Exhibit "B" and shall not be modified by Vendor during the term of this Agreement. 6.01 INVOICES All invoices shall include, at a minimum, the following information: A. Name and address of Vendor* B Purchase Order Number; itemsCr DescriPItion and quantity of received or services provided; and Do Delivery or performance dates, 7.01 SUBSCRIPTION TO SOFTWARE A. Grant of Subscription: For "Software as a Service" that Vendor hosts (hereinafter "SaaS") during the term of this Agreement, City may access and use the SaaS and reporting services, with which the access and -volume linnitations set forth in this Agreement, subject to Vendor's compliance with the Use Restrictions and other limitations contained in Paragraph (B) below. The Softwareits users to enter,ce Custoer Resuonsibilities: allows the City and document, and disclose City data, and as such, Vendor gives no representation or guarantees about the accuracy of completeness of the City's data (including protected health information) is entered, uploaded or disclosed through the SaaS. The City solely responsible for any decisions 4 OocuSign Envelope ID.: 4335F2FF-8BF2-4FOE-8560-F0588B048531 or actions taken involving patient care or patient care management, whether those decisions or actions were made or taken using information received through the SaaS. Do Ownership.: The rights granted under the provisions of this do not .constitute a sale of the Software. Vendor retains all right, title, and interest in and to the Software, i*ncluding wi*thout 11*mI*tation all software used to provide the Software and all graphic, userinterfaces, loos,lreproducedand trademarks the to the limited " f, 11 extent that this Agreement speci ica y sets forth the Ci*ty's n'ght to access use or copy the Software during the teof the Agreement. The City acknowledges that the Software and its components are protected by copyright and other laws. W DoCuSign Envelope ID: 4335F2FF-9BF2-4FDE-B560-F0588fiO4B531 8A1 INTERLOCAL COOPERATIVE CONT CTING t PURCHASING Authority governmentsfor local ttract with thto Perfonn certain o conone anoer In40gove ental functions and services,including but not limited to purchasing functions, is granted under Government Code, Title 7, Chapter 791, Interlocal Cooperation Contracts, Subchapter B and Subchapter C, and Local Government Code, Title 8, Chapter 271, Subchapter F, Section 271.101 and Section 271.102. 9A1- NON-APPRC)PRIATION AND FISCAi, FUNDING Thsl' Agreement is a commitment of City's current revenues only. It is understood and agreed that City shall have the right to terminate this Agreement at the end of any City fiscal year if the governing body of City does not appropriate funds sufficient to purchase the. goods and services as determined by- Citv,'s budget for the fiscal year i*n question,. City may affect such te ination b5aivind'a&g'Vendor a wri*tten notice of termination at the end of its then cu ent fiscal j year. of � 10.01 PROMPT PAYMENT POLICY R DocuSign Envelope ID: 4336F2PF-98F2-4FDE-8560-F05886048531 'PolicyGoveGovernmentllient Code, Section 2251.025 b It thhowever is does not apply to payments made by City in the event: A. There is a bona fide dispute between City and Vendor, a contractor, subcontractor or supplier about the goods delivered or the service performed that cause the payment to be late; or B. The terms of a federal contract, grant, requ...1 P1ation or statute revent City fro making a timely gayment with federal funds; or C. There is a bona fide dispute between Vendor and a subcontractor or between a subcontractor and its suV&MMLP4p2gkli*er about the 9oods delivered or the servicee perfo ed that causes -the payment to be late, Ur D. Invoices are not mai'led to City in strict accordance with instructions, if any, on the purchase order or the Agreement or other such contractual agreement. 11.41 GRATUITIES AND BRIBES City may, by written notice to Vendor, cancel this A6Leement without liability to Vendor if i.t is dete ined b Cit that gratuiah"es or bn*bes 1^n theformoenertai"nment i*fts or Y Yft9its- agents or reresentatives to any City officer,otherwise were offered or given by Vendor or P employee or elected representative with respect to the performance of this Agreement. In addition, 'Vendor may be subject to penalties stated in Title 8 of the Texas Penal Code. 12.Q1 TAXES AffirAh City is exe Pt -fro Federal Excise and State Sales Tax; therefore, tax shall not be included in Vendor's charges. 13.01 ORDERS PLACED WITH ALTE ATE VENDORS pravide specified,CityrightIf Vendor cannot the goods as reserves the and option to obtain the products from another supplier or suppliers. 14.01 INSURANCE insuranceVendor shall meet all. requirements., excluding any requirements pertaining ile liabilitycoverage,forth Part20-017 websiteautomob set II of RFP No. on the at: https:il .raundracktexas. ov/ mco-ntent/07.24112.pdfloads/2014/12/coinsurance MaNNIM, P -SENTATIVES 15.01 CITY'S 1z0%.1rv.J R"lE City 0following9IN0 hereby designates the representatives authorized to in its behalf with re gard to this Agreement: RocuSign Envelope ID: 4335F2FF-98F2-4FDE-8560-F06B86048531 16.01 RIGHT TO ASSURANCE Whenever aq either party to in good faith, has reason to uestion the other patty's intent to perform hereunder, then demandmay be made to the otherparty for written assurance of the intent to perform.In the event that no written assurance is given within the reasonable time specified when de and is ade, then and i*n that event the demanding party ay treat such failure as ananticipatory repudiation of this Agreement. 17A1 DEFAULT If Vendor abandons or defaults under this Agreement and is a cause of City purchasing the specified goods elsewhere, Vendor agrees that it may be charged the difference in cost, if (6any, and that it will not be considered in the re -advertisement of the service and that itmay not 10 be considered in future bids for the same type of work unless the scope of work is significantly changed. Vendor shall be declared in default of this Agreement if it does any of the following, A. Fails to make any pamnt 1*n fll whn due; B. Fails to fully, timely and faithfully perform any of its material obligations under this Agreement; ce, Fails to provide adequate assurance of performance under the "Right to Assurance" section herein; or D. Becomes insolvent ar seeks reliefunder the bankruptcy laws of the United States. MW 18.41 TERMINATION AND SUSPENSION in A City has the right to te inate this Agreement, whole or in part, for convenience and without cause. at any time upon thirty (30} days" written notice to Vendor. B. In the event of any default by Vendor, City has the right to terminate this Agreement for cause, upon ten (10) days' written notice to Vendor. In the event of a termination for cause by the City due to Vendor's breach of the Agree ent.''V'endor shall be requl*red to shall refund to the Cityany prepaid fees on the pro -rate basis from the date the City ceases use of the Software. 8 DocuSign Envelope ID: 4336F2FF-96F2-4FDE-8560-F05886Q4B531 in ce Vendor has the right to te i*nate this Agree ent only for cause that being the event of amaterial and substantial breach by City, or bymutual agreement to terminate evidenced in writing by and between the parties. 19.01 INDEMNIFICATION 9 DoouBign Envelope ID: 4395F2FF-9BF2-4FOE-8560-F05686048531 City's 9 written consent. The parties will cooperate in nay such settlement or defense and give each other full access to all relevant information, at Vendor's expense., 20.01 LIMITATION OF LIABILITY Be Suecific Liability: LIABILITY SHALL BE LIITED AS FOLLOWS: (i) VENDOR'S OBLIGATIONS UNDER SECTION 19.n1 SHALL BE LIMITED TO $500,000.00. (ii) DAMAGES ARISING FROM ANY PARTY'S BREACH OF CONFIDENTIALITY OBLIGATIONS (INCLUDING A BREACH OF OBLIGATIONS REGARDING PROTECTED HEALTH INFORMATION), SHALL BE LIMITED TO $1,000,000.40. (iii) DAMAGES ARISING FROM A PARTY'S WILLFUL MISCONDUCT OR CRIMINAL CONDUCT SHALL NOT BE LIMITED. 19 E. Survival: This Section 20.01 shall survive expiration or termination of the Agreement. 1 0 OocuSign Envelope ID: 4335F2FF-96F2-4FDE-B560-FQ5686048531 21.01 COMPLIANCE WITH LAWS, CHARTER AND QRDINANCES A. Vendor, its agents, employees and subcontractors shall use best efforts to comply with all applicable federal and state laws, the Charter and Ordinances of the City of Round Rockas amended and with all avP11*Cable rules and regulations pro ulgated by local state and Is. 'a national boards, bureaus and agencies. B. In accordance with Chapter 2270, Texas Gavemment Code, a governmental entity into ay not enter a contract with a company for goods and services unless the contact contains written verification from the company that it. (1) does not boycott Israel; and(2) boycottwill not Israel during the terms of this contract. The signatory executing this Agreement on behalf of Vendor verifies Vendor does not boycott Israel and will not boycott Israel during the term of this Agreement. 22.41 ASSIGNMENT Al'�ti) DELEGATION The parties each hereby bind themselves, their successors, assigns and legal representatives to each other with re-snect to the terms of this Aar e ent. party sNe'ther hall I assign, sublet or transfer any interest in this Agreement without prior written authorization of the other party, 23.01 NOTICES It All notices and other communications in connection with this Agreennent shall be in 10 writing and shall be considered given as follows, Im 10 1. When delivered personally to the recipient's address as stated in this Agreement; or 20 Three {3) days after being deposited in the United States mail, with postage prepaid to the recipient's address as stated in this Agreement. Notice to Vendor.* ESO Satutions, Inc. 11500 Alterra Parkway #100 Austin, TX 78758 Notice to City: Laurie Hadley, City Manager 221 East Main Street AND TO: Stephan L. Sheets, City Attorney 309 East Main Street Round Rock, TX 78664 Round Rock, TX 7$664 Nothing contained herein shall be construed to restrict the transmission of routine communications between representatives of City and Vendor. DocuSign Envelope ID-..* 4335F2FF-9BF2-4FDE-B580-F45B86048531 24.01 APPLICABLE LAW; ENFORCEMENT AND VENUE This Agreement shall be enforceable in Round RockI ITexas and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for same shall 11"e in Willia son County, Texas. Thl*s Agree ent shall be 10Rove ed bY and construedd in accordance with the laws and court decisions of the State of Texas. %Due ""V 25.01 EXCLUSIVE AGzvjaEMENT This document, and all appended docu ents, constitutes the entire Agree ent between %ftVendor and CityThis AgreementaYonly be amended or supplemented bymutual agreement of theparties hereto in wnh*ng,, duiv, authorl*zed bv action the CityManager or CityCounci*l. if 26.01 DISPUTE RESOLG'TION City and Vendor hereby expressly agree that no clai* s or drsputes between theparties arising out of or relating to this Agreement or a breach thereof shall be decided by any arbitration dftA& Iowa= proceeding, includl*ng wl"thout '1i i*tatt'oon any proceedingunder the Federal Arbitration Act 9 USC Section 1-14) or any applicable state arbitration statute. 27.01 SEVERAILITY 28.01 MISCELLANEOUS PROVISIONS Intrained,9Standard of Care. 'Vendor represents that it employa expenenced and -6 competent persons to performall of the services, respansibilities and duties specified herein and that such services, responsibilities and duties shall be performed in a manner according to generally accepted industry practices. 12 DocuSign Envelope ID: 4335F2FF-98F2-4FC1E-8560-F05B86d46531 shall vi*dlafion of Force -Ma eure. *Neitlier City- nor Vendor 'be deemed. In Agreement if it is prevented. from performing any of its obligations 'hereunder by reasons for which it is not responsible as defined herein. However, notice of such impediment or delay in .perflorinance must be timely given, and all. reasonable efforts. undertaken to mitigate its effects. Multiple Counterparts'. This Agreement may be executed in. multiple. counte arts., any one. of whi"ch shall consi*dered anorigmal of this- document5 s, and allof which, when taken together, shall constitute one and the. same -instrument. ITT iWITNESS WHEREOFCity acid Vendor have executed this Agreement on. the dates indicated. City of Round Rock, Texas By: Printed Name: Title: Date Signed: Attestil0 By: Sara ..L,,. White, City Clerk. For City,& as to Form* 0 Stephan L. Sheets., City Attorney 13 ES-0 Solutions, Inc. GocuSlgaed. by. s ... ....... ------------------------- J*-&- -,Lj% A.A - ----- BY. Printed Name: I S uj--T--Tl Title: CEO Date Signed: DocuSign Envelope ID: 3 F2FF-9BF -4FDE-G 0mFO 86 EXHIBIT «A„ :.{ T EA"AA5 :...:.:.:.:...... . ... . DEPARTMENT JUNE 2020 REPORT MANAGEMENT AND SCHEDULING SYSTEM FOR FIRE DEPARTMENT PART I GENERAL REQUIREMENTS Is PURPOSE,.* The City of Round Rock, herein after "the City" seeks proposals from firms experienced in providing report management and scheduling systems predominantly used by municipal fire departments. The new system will need to have expansion capabilities to accommodate future municipal growth and is esfi*mated to be implemented October 1, 2020. The Round Rock Fire Department (RRFD) currently has up to 151 people that will have access to the system. Of the 151 of users, there will be up to 35 people utilizing the new system at any given time. All personnel are dynamic users that will generate up to 2,000 entries a month which include a roughly 1,000 fire reports, ISO training entries, staff activities, building inspections,, and new plan entries to name a few. 3. SOLICITATION PACKET: This solicitation packet is comprised of the following: EM .. . . . . . . . . .. . ... .. . ... ..... . . . ...... ...... ... ............... .... . . . . . . . . . . . . . . . . . . . . . ............ ............. ................... ...... ................................... .................................... ........................... . ................. .................. ..... .. ................... ..............*............. ......................... ....... .............................................. ...... . ... ....................................... ...... ..... ... .... .. .... .. ...I .. .......... ........... .. pescri io.................... n ................... .......... ....... ...... ............................. .11....... ............... ........ . ...... Part 1—General Requirements MAP----------- ------------------------------ Part I1—Definitions, Standard Terms and Conditions and Insurance Requirements — — --- — ------------------- — -- — ------------------------------------- — --------- -------- . . e... .. x .. . .. . .. . .. . .... . ... . . . . . . . . . . . . . in... .. d..... Pages 2 - 5 Page 6 Part III —Supplemental Terms and Conditions � Pages 7 - 9 Part IV —Scope of Work --------- ----- --------------- --------------- ------ -------------------------------- ------------------------------ - - -- W -------------- W -------- ----------- ------- W --------------------- -- ------ - -------- — ----------------- Pages 10 -13 Part V — Proposal Preparation Instructions and Evaluation Factors ----------------------------------- ------ ------------------- W -------- W ------------------ ---------------- Pages 14 - 17 Attachment A — Proposal Submittal Form and Execution loww"o ---------- W ---------- ---------------------------------------------------------------------------------------------------------------------------------------- Page 1$ - ----------------------------------------------- Attachment B —Reference Sheet -------------- -------------- --------------- - — - — — --------------- 1 4 Man%" ---- --------------------- ------ ------- ---------------------------- ----------------------- — ---------------- Page 19 W --------------------- --------------- Attachment C —Subcontractor Information Form -------------- -------------------------------- ------- - - ----- ---- ---- --------- Page 20 -------------- ---------------------------- ---- - - — ---------- — — — ---------------------------- Attachment D —Minimum & Preferred Software and Module Checklist owwwwwwwwwwwwww Pages 21 — 2d2 Page 2 of 22 DocuSign Envelope ID: 4335F2FF-96FZ-4FDE-Bb60-F05B86046531 n f pig H City of Round Rock Report Management System for Fire Department RFP No. 20-017 Class/Item: 208-57 / 208-63 JUKE 2020 4. AUTHORIZED PURCHASING -CONTACT,* For questions or clarification of specifica#ions,you may contact, Cheryl Kaufman Purchasing Supervisor of Purchasing Division CRY of Round Rock Phone: 512.218-5417 E-mail: ckaufman@roundrocktexas.Q_0v Adam Gagnon Purchaser Purchasing Division City of Round Rock Phone: 512-218-5456 -mail: a a non@roundrocktexas.gov this V The individuals listed above are the only authorized City contact for solicitation. The authorized purchasing contact may be contacted by e-mail for clarification for this solicitation including specifications. No other City employee ar representative may be contacted about this solicitation prior to contract approval unless otherwise- directed- by Purchasing personnel. No authority is intended or IP implied that specifications may be amended, or alterations accepted prior to solicitation opening without written approval of the City of Round Rock through the Purchasing Department 5. SCHEDULE OF EVENTS: It is the City's intention to follow the solicitation timeline below,, -- ---------------------------- -------- ----------------------- - - 7 , -�­.­ .. . . . . ---- ----------------- -------- . . . . . . . . . . . . . . . . .... ..... ...... . . .. . . . . . . . . . ... ... . . . ... . . . . ... .............................. .................. ........... ........... . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....... ........... .. . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . . . . . .. .. . . . . . . ............. ..................................................... ....EN. . . .- ENT... ......*. . . . . . . .............-.........1...... ................ .. ............................ ............................ ................. ,............ ........ ........... ......... ........................... .:............ ..... . DATE. .......... ... .... .............. ................... ...................... ....... .....I.......... .I.. .. �.,. ...... ..... ......... ..... .............. .....%...............*.............................. ...........*...,. ...,... .... *...*...................,....., .".. .... ....,..... ..... *. ...I ....,........ . ..I ...,...*..,..*... ....... .. ...... ......... .. ......... ..... ................... ................ . ............... ............. ...... .. ... ... . . . ... ........ ... ... .. .. .......... ........ .. .... .. . ... .. ..... . ... .. .. ... ...... ................ .... ....... .... .... .. ..................... .... ....................... ...... .... ... ............... ....... ......... ............................. Solicitation - released June 22, 2020- -- - ----------- - ------ Optional pre -proposal meeting June 30, 2020 @ 10:00 AM, CST - - Deadline for submission of questions Jufy 8, 2020 @ 5:00 PM, CST ---------- -------------- City responses to questions or addendums Approximately July 10, 2020 @ 5:00 PM, CST ----------- -- - ----- ---- ----------------- Deadline for submission of responses July 17, 2020 @ 3:00 PM) CST All questions regarding the solicitation shall be submitted in writing by 5:00 PM, CST on the due date noted above. A copy of all the questions submitted and the City's response to the questions shall be posted on the City's webpage in the form of an addendum at https;l!.raundrocktexas.gavlbusinesseslsnliciiations. Questions shall be* submitted0 t thei a Ak9d Purchasing CUMM&a*tV in writing "Authorized Contact'.The Cam,reserves the right to modify these dates, Notice of date change will be posted to the City's website htto:ltwww,, roundrocktexas.gov/bids. Ing-A 6 & a 6 go 0 tv # website #I+6a SOLICITATION UPDATES.* Respondents sht-fti-11 be re pft-onsiDie for monitoring the Ca,s at ,,roundrocktexas,_Qov/b hAg4b9/)Ws for any updates pertaining to the solicitation described herein. www A Various updates may include addendums, cancellations, notifications, and any other pertinent information necessary for the submission of a correct and accurate response, The City will not be held responsible for any further communication beyond updating the website. To OPTIONAL PRE -PROPOSAL MEETING: The optional pre -proposal meeting will be conducted on the date specified in PART I Section 5- Schedule of Events. As Attendance at the pre -proposal meeting /site visit is optional. Respondents shall sign -min at the Is pre -proposal meeting to document their attendance. The pre -proposal shall initially begin at: City of Round Rock City Hall 221 E. ain St Round Rock, TX 78664 Bo Respondents are strongly encouraged to bring a copy of the solicitation document with them to the pre -proposal meeting, 8* RESPONSE DUE DATE.* ne Si9d. and sealed responses are due at or before 3:00 PM, on the due date noted in PART 1, Section 5 — Schedule of Events,, Mail or hand deliver sealed responses to: Page 3 of 22 DocuSign Envelope ID: 4335F2FF-96F2-4FDE-B560-FU5B86048531 �. ,("� � p � j H City of Round Rock Report Management System for Fire Department RFP No. 20-017 Class/Item: 208-571208-63 JUNE 2020 City of Round Rock Attn: Cheryl Kaufman Purchasing Division 221 E. Main Street Round Rock, Texas 78664-5299 A. Sealed responses shall be clearly marked on the outside of packaging with the RFP Solicitation title, number, due date and "DO NOT OPEN",, B. Facsimile or electronically transmit#ed responses are not acceptable., C. Responses cannot be altered or amended after opening, D. No response can be withdrawn after opening without written approval from the City for an acceptable reason. 4Y��5 III0,or offer mai�� lie contrary to the written proposal. E Th CityWill t be d by an orn t t M It F. Samples and/or copies shall be provided at the Respondent's expense and shall become the property of the City. G. Receipt of all addenda to this RFP must be acknowledged, signed, and included with the proposal response,, H. Late Proposals)will not be considered under any circumstances and will be returned unopened if a return address is provided. 90 RESPONDENT REQUIREMENTS: The Cityof Round Rock makes no warranty this checklist is a full comprehensive listing of every requirement specified in the solicitation,, This list is only a tool to in assist participating Respondents their final responses. Respondents are encouraged to carefully read the entire solicitation, A. Respondent shall submit one {1) evident signed "Original" and one (1) identical electronic copy of the RFP response on a flash drive. The submittal is required to include all addendums and requested attachments, The RFP response along with samples and/or copies shall be provided at the Respondents expense and shall become the property oP the City. shall be submitted with your, nroaosal. Addendums: Addendums may be posted to this solicitation. Respondents are required to submit signed addendums with their sealed response. The Respondent shall be responsible for monitoring the City's wabsite at http:!/www.roundrocktexs._ av/bids for any updates W-RA pertaining to the solicitation. F. j - isEXECUTION: Failure to comapAete,,Attach ent A* PROPOSAL SUBMITTAL FORM AND sign. and return the proposal submittal form and execution. withvour otter bVLthe deadline w'1*11 result- in'the: disguaimcaign. 2fyourgL0 00saI, I0pm Attachment B: REFERENCE SHEET: Provide the name, address, telephone number and e- mail of at least three (3) valid Municipal, Government agencies, or firms of comparable size that have utilized services that are similar in type and capacity within the last two (2) years. City of Round Rock references are not applicable,, References may be checked prior to award,, If references cannot be confirmed or if any negative responses are received it may result 'in the disquafificatian of submittal, �.Aal 9 .� Attachment Ce. SUBCONTRACTOR INFORMATION FORM,: Provide a signed copy of the Subcontractor Information Form. Page 4 of 2. 2 DocuSign Envelope ID,,,, 4335F2FF-96F2-4FOE-B560-Fa5B86Q4B531 I D it City of Round Rock Report Management System for Fire Department RFP No,. 20-017 Class/items, 208-57 / 208-63 JUNE 2020 c� Attachment Do MINIMUM AND PREFERRED SOFTWARE AND MODULE CHECKLIST: Fill out and return the attached checklist to the City with your response., 10. CONFIDENTIALITY OF --- CONTENT: As stated in Section 16 of City of Round Rock Purchasing Definitions, Standard Terms and Conditions, all documents submitted in response to a solicitation shall be subject to the Texas Public Information Act. Following an award, responses are subject to release as Public information unless the response or specific parts of the response can be shown to be exempt from the Texas Public Information Ac#. Pricing is not considered to be confidential under any circumstances., A. Information in a submittal that is legally protected as a trade secret or otherwise confidential must be cleady indicated with stamped, bold red letters stating "CONFIDENTIAL" on that section of the document. The City will not be responsible for any public disclosure of confidential 'Information if it is not clearly marked as such. B. If a request is made under the Texas Public InformationfAct to inormation designated as confidential, the Respondent shall, upon request from the City, furnish sufficient written reasons and information as to why the information should be protected from disclosure., The matter will then be presented to the Attorney General of Texas for final determination, 11. SUSPENSION -OR ---- DEBARMENT CERTIFICATION: The provisions of the Code of Federal Regulations 2 CFR part 180 suspension and debarment may apply to this agreement. The City of 4% Round Rock is prohibited from contracting with or making prime or sub -awards to parties that are suspended or debarred or whose principals are suspended or debarred from doing business with the Federal Government, State of Texas, or the City of Round Rock, Page 5 of 22 DocuSign Envelope ID,* 433bF2FF-8BF2-4FDE-856d-Fp5686048531 City of Round Rock Report Management System for Fire Department RFP Na. 20-Q17 Class/Item,: 208-57 / 208-63 JUNE 2020 ....e. -.,,.-niDii -A- PART II DEFINITIONS, STANDARD TERMS AND CONDITIONS, AND INSURANCE REQUIREMENTS 1. DEFINITIONS., STANDARD TERMS AND CONDITIONS: BY submitting a response, to this solicitation, the Respondent agrees that the City's Definitions, Standard Terms and Conditions, in effect at the time 41 of release of the solicitation, shall govern unless specifically provided otherwise in a separate agreement or on the face of a purchase order. Said Definitions, Terms and Conditions are subject to change without notice,, It is the sole responsibility of Respondents to stay apprised of changes,, The City's Definitions, Standard Terms and Conditions can be viewed and downloaded from the City's website at: hps://www.roundrocktexas.gov/d artments/purchasing/ 0 Z. INSURANCE: The Respondent shall meet or exceed all insurance requirements set forth in Standard Insurance Requirements. The City's Standard Insurance Requirements document can be viewed and downloaded from the City's website at: hps:Ciwuvw.roundrocktexas.govlde�aartments/purchasincyi In addition to these 'insurance requirements the City also requires the following coverage: If coverage is written on a claims -made basis,, the retroactive date shall be prior to or coincident with the date of the Contract and the certificate of insurance shall state that the coverage is claims -made and indicate the retroactive date. This coverage shall be continuous and will be provided for 24 months following the completion of the contract., Page 6 of 22 DocuSign Envelope 10: 4335F2FF-9BF2-4FDE-B560-F05886048531 l p it /A City of Round Rock Report Management System for Fire Department RFP No. 20-017 Class/Item: 208-57 / 208-63 DUNE 2020 PART III SUPPLEMENTAL TERMS AND CONDITIONS 1.0 AGREEMENT TERM,,* The terms of the awarded agreement shall include but not be limited to the following: A. The term of the Agreement shall begin from date of award and shall remain in full force for sixty {60) months. and B. lJpon expiration of the contract term the Contractor agrees to hold over und th t conditions of this agreement for such a period as is reasonably necessary to re -solicit and/or complete the project up to 120 days. so # 2s RESPONDENT QUALIFICATIONS The City has established the following minimum qualifications. MWOUNW90=60 Respondents who do not meet the minimum qualifications will not be considered for award. The Respondent shall, 11 A. Be firms, corporations, individuals or partnerships normally engaged in providing report management and scheduling systems for fire departments as specified herein and have adequate organization, facilities, equipment, financial capability, and personnel to ensure prompt and efficient service to the City; Bit In order to confirm financial stability, the City may choose to review audited financial statements at any time throughout the RFP evaluation process,, The Respondent shall provide two years of audited financial statements, including any notes or supplemental schedules within 2 business days upon request. Co The Res"pox-Ident shall includein the proposal a list all litigation the company or its pdncipal have been involved in within the last three (3}years. D. Be domiciled in or have a home office inside the United States. Respondents domiciled outside the United States, or not having a home office inside the United States will not be included for consideration in this RFP process. 3* SUBCONTRACTORS,: The City will allow subcontracting, but a single source is preferred,, If Subcontractors will be used the Respondent is required to complete and submit with their proposal response Attachment C: Subcontractor Information Form. The Contractor shall be fully responsible to the City for all acts and omissions of the Subcontractors joust as the Contractor is responsible for the Contractors own acts and omissions.. The Contractor shall, A. Require that all deliverables to be provided by the Subcontractor be provided in strict accordance with the provisions, specifications and terms of the Contract; B. Be the City's contact for all modules, even if they are provided by a subcontractor. Co Submit a plan for how your company will address any issues, technical ar otherwise, from your sub -contractors. 4. WORKFORCE: Successful Respondent shall: 10 A. Ensure Respondent's employees perform the services in a timely, professional, and efficient manner; Page 7 of 22 DocuSign Envelope ID*, 4335F2FF-9BF2-4FDE-B560-F05886046531 City of Round Rock Report Management System for Fire Department RFP No. 20-017 Class/item: 208-57 / 208-83 JUKE 2020 OA .,.. n I D I I H * B. Employ all personnel for work in accordance with the requirements set forth by the United States Department of Labor. The City reserves the right to verify citizenship or right to work in the United States. so PRICING: The Respondent shall determine and submit a fixed cost for the work and shall include all incidental costs, labor, overhead charges, travel, payroll expenses, freight, equipment acquisition and maintenance, demurrage, fuel surcharges, deliverycharges, costs associated with obtaining permits, of insurance, bonds, and risk management. No separate line item charges shall be permitted for either invoice response or purposes, 6. PRICE INCREASE: Contract prices for report management and scheduling systems shall remain firm throughout the 'initial twelve (12) month term of the contract,, A price increase to the agreement may be considered on the anniversary date of the Contract each year and shall be equal to the consumer price index for that year, but at no time can the increase be greater than 5% for any single line item,, Re Procedure to Request Increase,,, City of Round Rock Purchasing Department 91 Attn: Contract Specialist 221 E Main Street Round Rock, TX 79664-5299 fix Upon receipt of the request, the City reserves the right to either accept the escalation and make change to the purchase order within 30 days of the request, negotiate with the %a- Contractor,or cancel the agreement or purchase order if an agreement cannot be reached increase.on the value of the Page 8 of 22 QocuSign EnvelopelD:4335F2FF-96F2-4FDE-B560-F05B86048531 City of Round Rock Report Management System for Fire Department RFP No. 20-017 Class/Item: 208-57 / 208-63 DUNE 2020 _�_. _niplZ f1 96 POINT OF CONTACT DESIGNATED REPRESENTATIVE: A. Contractor's point of contact,,, In order to maintain consistent standards of quality work performed across the City, the City shall be provided with a designated and identified point of contact upon award of the contract to include contact information. The City's designated representative shall be notified by the Respondent immediately should the point of contact change. B. The City's designated representative,* The City's designated representative shall be: James Gossard Battalion Chief, Battalion 2B Fire Department Phone-,* 512-748-7924 or 512-218-6635 E-mail: jgossardCr'�roundrocktexas.Qov 10. INTERLOCAL PURCHASING AGREEMENTS: A. The City has entered into Interlocal Agreements with other Governmental agencies pursuant to the Interlocal Cooperation Act, Chapter 791 of the Texas Government Code,, The Contractor agrees to offer the same price and terms and conditions to other eligible agencies that have an interiocal agreement with the City, B. The City does not accept any responsibility or liability for the by othergovernment purchases agencies through an interlocal cooperative agreement Page 9 of 22 DocuSign Envelope ID: 4335F2Ff=-99F2-4FDE-B560-F05B8604B531 n i i j City of Round Rock Report Management System for Fire Department RFP No. 20-017 Class/Item: 208-57 / 208-63 JUKE 2020 PART IV SCOPE OF WORK 1. PURPOSE: The Cityof Round Rock, herein after "the City" seeks proposals from firms experienced in providing report management and scheduling systems predominantly used by municipal fire departments. The new system will need to have expansion capabilities to accommodate future municipal growth. The RRFD currently has up to 151 people that will have access to the system. Of the 151 of users, there will be up to 35 people utilizing the new system at any given time,, All personnel are dynamic users that will generate up to 2,000 entries a month which include a roughly 1,000 fire reports, ISO training entries, staff activities, building inspections, and new plan entries to name a few. 11 is The City will be transferring some records from FN, predominantly from the Prevention Division and some Geographic Information System (GIS) 'Information, These documents will vary from Excel spreadsheets to proprietary files from FH. 30 GENERALSO ARE AND SERVICE REQUIREMENTS: The proposed software shall - A. Host all City data in a cloud -based solution for an indefinite period of time., Data provided by the City of Round Rock is the property of the City and shall not be shared with parties outside of this contract except with the express, written consent of the City,, B. Be provided with software support, training (online or in -person), and user forums if available. C. Maintain personnel managementfeature address, contact info, pFrone numbers, badge number, hire date, etc..). H. Be able to create and track staff activities including CRR (Community Risk Reduction), Hydrants, 10 Pre -Plans, Daily/Weeklies, Physical Training; BeiiiiiiiiiiiiilllllllllIl"'I'l� � 1111111111111111a61C% $1 1)createn(j ff% 10 ISO INletoI 6%j It hours and sort by a ue a....,.- maintain variety of methods such as shift, month, stations, etc., Page 10 of 22 DocuBign Envelope f0:4335F2FF-9BF3-4FDE-H560-F05886048531 I E) I I /A City of Round Rock Report Management System for Fire Department RFP No. 20-017 cuss/stem: 208-57 / 2d8-63 DUNE 2020 J* Have the ability to maintain a Quality IrnprovemenVQuality Assurance Process, K. Be able to attach large files of at least 4GB to any of the modules, La Have the capability to import from'.csv, Excel, National Fire Incident Reporting System (NFIRS}, crystal reports, Arc GIS, Fire Fighters: Individuals and Departments Online (FIDO), Texas Commission on Fire Protection (TCFP); M. Have the capability able to export to'.csv, Excel, NFIRS (National Fire Incident Reporting System}, Crystal Reports, ESRI, FIDO (Fire Fighters: Individuals and Departments Online), TCFP (Texas Commission on Fire Protection); No Be able to print to'.pdf and network printers from all platforms, including mobile platforms; O. Be able to interface with external CAD vendors; P. Be able to create plus-1 codes and the ability to edit NFIRS code dTnnions; Q. Provide updates to new/current NFIRS standards; R. Populate information from the inspections and Prevention modules to other modules as information is updated; S. Load, search, amend, and access the current TCFP requirements, amendments, appendices, and associated documents; To Transfer all data to the City of Round Rock servers within 90 days in a format usable by the Department or to another RMS in the event that either party terminates the contract, 4. ADDITIONAL SOFTWARE AND SERVICE EGIUiREMENTS FOR THE FIRE ASHALL'S OFFICE, -,a In addition to the requirements stated in Part IV, Item 3 the Fire Marshall shall be able to- D. Send smalls with attachments from the within the application* I E. Preferred software and service requirements include the ability to use, as a standard, NFPA building construction categaries and sub -categories across the application/system. 5. ADDITIONAL OF ARE AND SERVICE REQUIREMENTS FOR THE INFORMATION TECHNOLOGY DEPARTMENT: In addition to the requirements stated in Part IV, Item 3 the INNINANNNNNNIN Information Technology Department will require- A.Directory Using the same sign on or single sign on with Active integration; B. The retainage of a copy of all data after the term of the cont.nq... t hasexpired.% 6* PREFERRED SOFTWARE AND SERVICE C P SILITlES: As preferred software/service these are not minimum requirements but are software capabilities that may benefit the City and could include - A. Provide the City With 24R support services, 365 days a year; I it 0 MASTER4B's Set information from the insp tions and prevention modules as the list for all other associated modules and to set access permissions; C. Use speech -to -text ac 0 11 modules; D. Create customizable dashbo rd-s-th t will query all fields across the entire application/system, including any user defined fields and ad hoc fields; Page 1 I of 22 DocuSgn Envelope ID:4335F2FF-96F2-4FDE-B560-FOSB8604B531VVVV%"WVM niriit /ACity of Round Rock... Report Management System for Fire Department RFP No. 20-017 Class/Item: 208-57 111208"63 JUNE 2020 E. Integrate application/system with Microsoft Office, including Outlook, Excel, Word, and PawerPoint; 1h Fs Create, load, search, amend, and access fillable forms, alert designated recipients that forms requiring their attention have been filled out, and to email, fax, or otherwise transmit forms to internal and external recipients in a manner that will maintain all necessary privacy standards, including, but not limited to, the Health Insurance Portability and Accountability Act (HIPPAA); G. Display data analykics; He Autogenerate narratives using user defined templates; .4 in Create financial reports directly from the application that can emailed tv internal and external contacts in multiple formats; J. Autaupdate tnew/current NFIRS standards; K. Attach weather meta data (auto -attachment is preferred), and the ability to user -define which NFPRS codes to auto attach weather meta data for, 0 L. Attach State of Texas, the Texas Commission on Environmental Quality (TCEQ) TIER II attachments to addresses across all modules; 0 M. Training preferences may include the following, 16 12 Ability to create, track, and delineate between standard training levels such as Level I and Level II training per TCFP, ISO training, and Texas Department of State Health Services (TDSHS) training; ii. Create training sessions, courses, and exams as per TFCP Standards; iii. Ability to query training records for Individuals for TGFP audit for Company Officer and Battalion Chief use; iv. Ability to create, track, and delineate between standard training levels as defined by the It Texas Commission on Law Enforcement {TCOLE). N. Personnel Management Software preferences may inelude the following: in A scheduling module with the ability to be accessed across all platforms that is customizable and has user defined fields. ii. Ability to search across all personnel management fields and utilize a logic tree to pick appropriate personnel for staffing; iii. Ability to update, in real time, the staffing on apparatus in other modules, track hours it worked in both standard and user defined categories, and has multiple permissions levels that can set by levels such as rank or other identifiers; iv. Ability to integrate with Tyler Technologies- Munis, direct integration is preferred, O. Inventory Management preferences may include the following: i. Ability io complete inventory checklists on multiple apparatus types and create notifications to appropriate recipients. This function should 'include tracking of historical logs; ii. fn electronically1%0 Ability to develop user defined templates L.., track personnel issued inventory, create fiscal reports.,associated costs, and iii. Ability to define multiple inventory types and develop user defined templates to track inventory across multiple modules, locations (stations, apparatus, and supply caches/stock) groups (Team), stations, apparatus, and individuals, etc., possibly through Radio Frequency Identification (RFfD); iv. The ability to track and report on all NFPA requirements for all equipment and gear'st Page 12 of 2.2 �ocu8ign Envelope ID: 4335F2FF-98F2-4FDE-6560-F0588604B531nIDIICity of Round Rock Report Management System for Fire Department RFP No., 20-Q17 Class/Item: 208-57 / 208-63 JUNE 2020 V* The ability to provide robust reporting across multiple data points from within the application, real time data is preferred, 7* REPORT REQUIREMENTS,: The software shall - A. Create and save ad hoc reports for future use; B. Must be able to create ad hoc checklists that cross reference the ISO (insurance Services Office) so training hours; 8e cinr RESPONsieaLmes: The City will - Page 13 of 22 Docu5ign Envelope ID: 4335F2FF-98F2-4FDE-BS6Q-F05686U48531 City of Round Rock Report Management System for Fire Department RFP No. 2Q-017 Class/item: 208-57 / 208-63 JUKE 2020 PROPOSAL PREPARATION INSTRUCTIONS AND EVALUATION FACTORS 7. Proposal Acceptance Period: All proposals are Valid for a period of one hundred and twenty (120) calendar days subsequent to the RFP closing date unless a longer acceptance period is offered in the proposal, jeopardize 3. Exceptions:, Be advised that exceptions to any portion of the Solicitation may acceptance of the Proposal, Costs: 4. Proposal Preparation All costs directly or indirectly related to preparation of a response to the RFP or any oral presentation required to supplement and/or clarify a proposal which may be required by the City shall be the sole responsibility of the Proposer. 5. Proposal Response: Responses shall be clear and concise and shall include at a minimum: title page, transmittal letter, index or table of contents, dividers for each section and all required attachments, One page shall be 'interpreted as one side of adouble-spaced, printed, 8'Iz" X 11"sheet of paper. It is recommended that responses be submitted in ringed binders, metal spirals, or another bound format that best contains all required documentation for submission, BRUN& 6. Proposal Format: Prefacing the proposal, the Proposer shall provide an Executive Summary of three (3) pages or less, which gives in brief, concise terms, a summation of the proposal, The proposal 'itself shall I? include a title page, index ar table of contents, dividers for each section and all required attachments and addendums to be organized in the following format by Tab and informational sequence: 40 da 0% Lft- 4 0 A. Tab I -Business Ora-anization: State full name and addr -- o Of vour mW%j* Jf - o. ,anization and identiry parent company if you are a subsidiary. Specify the branch office or other subordinate element which will perform, or assist in performing, work herein., Indicate whether you operate as a partnership, corpora#ion, or individual. Include the State in which incorporated or licensed to. operate, 1P B. Tab 2 -System Concept and Solution: Define in detai{ your11d otanding of the requirement Num presented in the Scope of Work of this request for proposal and your system solution., Provide all 41 details as required in the Scope of Work and any additional information you deem necessary to evaluate your proposal,. C. Tab3 -Program: Describe your technical plan for accomplishing required work. Include such time - related displays, graphs, and charts as necessary to show tasks, sub -tasks, milestones, and decision go points related to the Scope of Work and your plan for accomplishment., Specifically indicate: 0 Detaila6In A description of your work program by tasks. the steps you will take in proceeding from pre -implementation to full implementation and describe or provide Visuals of the estimated timeline. a. Include the Paverae amount of time it has taken to set up revious clients with your %W Company's RMS software system and b. Include the contact information of the personnel assigned to implement this system, ii. The training City personnel will have access to and when that aspect will be covered in the implementation is timeline., Describe 'if training conducted in -person, isweb-based, via loarw training modules, etc. iii. Describe in detail how minimum requirements are met and 'Implemented across modules. Include information regarding live versus manual imports, frequency, etc, Include any deviations from minimum requirements and how those concerns will be addressed. Page 14 of 22 NW. DocuSgn Envelope ID-,,* 4335F2FF-9BF2-4FDE-8560-F05B860a8531 i D it City of Round Rock Report Management System for Fire Department RFP No. 20-017 Class/Items. 208-57 / 208-63 JUNE 2020 iv, The plan for how your company will address any 'issues, technical or otherwise, from your subcontractors or the Company itself, a,. Describe access to assistance and technical support the City can expect to be provided with. b. Describe what measures the Contractor has in place to ensure deliverables by -any subcontractors, It 46 0 VO The degree to which your company meet minimum requirements, and whichpreferred software capabilities your company can provide (please describe any we did not list that your company offers). vi. The points at which written, deliverable reports will be Provided, #b4vii. A statement of your compliance with all applicable rules and regulations of Federal, State and Local governing entities, The Proposer must clearly state their compliance with terms of this Request for Proposal (RFP} or their exceptions. - &0viii. Any and all litigation the company or its principalsbeen0 have involved in within the last three (3} years. ix. Detail your expectations of what you will need from the City to successfully complete this endeavor, D. Tab 4 —Protect Management Structure: Provide a general explanation and chart which specifies project leadership and reporting responsibilities; and interface the team with City project management and team personnel. If use of subcontractors is proposed, identify their placement in the primary management structure, and provide internal management description for each subcontractor. E. Tab 5-Prior Experience: Describe only relevant corporate ^Xperience and 4n 0vi a[ experi ence for personnel who will be actively engaged in the project. Do not include corporate experience unless is personnel assigned to this project actively participated, Do notinclude experience prior to 2014. Sunni the proj*ect fiftle. vear, C&,%Ind reference name, fiffle, present address,140F Y and phone number of principal persons for whom prior projects were accomplished, F. Tab 6 — Personnel: Include names, qualifications, and resumes of all professional personnel who will IV be assigned to the account, State the primary work assigned to each person and the percentage of time each person will devote to this work, Identify key persons by name and title,, Go Till -lb 7-Authorized Nec,�atiator: Include name, address, and telephone number of person in your -n-mm--m --- On organization authorized to negotiate Contract terms and render binding decisions on Contract matters. H. Tab 8 —Attachments and Addendum including Attachment A —Proposal Submittal Form, Execution, Attachment B — Reference Sheet, Attachment C — Subcontractor Information Form and signed addendums (if applicable),, I. S a is6Tab 9 —Cost Proposal: Information in the following subsections required from each now Proposer., Your method of costing may or may not be used but should be described. A firm fixed price or not -to -exceed Contract is contemplated. Page I S of 2.2 DocuBign Envelope ID: 4335F2FF-98F2-4FDE-8560-F05B8604B531n IDIICity of Round Rock Report Management System for Fire Department RFP No. 2Q-017 Class/item: 208-571208-63 JuNE zo2a 7. EVALUATION CRITERIA: The 'Intent of the City is to award to one Respondent in accordance with the evaluation criteria below. The purpose of this evaluation criteria is to determine which proposal best meets the requirements and athe best overall value to the Cify. A. Evaluation Criteria.* Weights: Respondent's Program, Approach, and Timeline 60 pts • Individual and Company Experience and Qualifications 20 pts • Cost Proposal 20 pgs Maximum Weight,: recommendation for award. 100 pts ad is to C. The City reserves the right to reject any or all proposals submitted, or award to the respondent who in the City's opinion, offers the best value to the City. The City also reserves the right to cancel the RFP process and pursue alternate methods for providing the requirements,, it sp D. The City reserves the right to conduct studies and ather investigations as necessary to evaluate any proposal, E. The Cityreserves the right to waive any minor technicality, irregularities, or informalities noted in It tne submission process, Submission of proposal confers no legal rights upon any Respondent,, F. The Cityreserves the right to request furtherdocumentation416a or information and to discuss proposal response with any Respondent in order to answer questions or to clarify any aspects of the proposal. G. The City may develop a "short list" of qualified proposal and may determine that the Respondent(s) should submit a Best and Final Offer (BAFO). Each "short listed" Respondent will be given a reasonable opportunity for discussion and revision of their proposal. 8. AGREEMENT EGOTIATIONSAND AWARD PROCESS& ---------------- --------------------------- ---- ---- - Page 16 of 22 F. An 'independent signed authorized contract will be sent to the successful Respondent. Execution of a City of Round Rock contract is required prior to starting work and processing any payments to the awarded Respondent, 9. POST AWARD MEETING: The City and the Respondent may schedule a post award meeting to discuss, but not be limited to the following: contacts)information f^ S0A. Provid City wr implementation of the Agreement. B. Identify specific milestonems-,goals and strategies to meet bjuvt v IWOW-ba Page 17 of 22 DocuSign Envelope III: 4335F2FF-9BF2-4FDE-856D-F05B86449531 nIpij f.� ------- ------ - ------------------------------------------------------------------- Cover Letter July i 7, 2020 Cheryl Kaufrnan, Purchasing Supervisor City of Round Rock 221 E. Main St., Round Rock,,, TX 78664 Ms. Kaufman, In response to your request for proposal, ESO has included supporting documentation for the solicitation RFP 20-017 Report Management System for Fire Department. We are committed to fulfilling the requested work in accordance with requirements outlined in your request for proposal. We look forward to demonstrating our product capabilities. All of the inforrnatian and data submitted are true and complete to the best of my knowledge. Sincerely, Joanna Hallett SeniorRegional Account Manager 11500 Alters Parkway #100 512.550.7i50 Joanna.haliett �vesa.cnm 2 DocuSign Envelope 1F-F2F--O604B531 .. .......................................... ­,_­ .............. 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Fi**'*^'' na_nwial Solvency, Fiscal Responsibi11ty & Financial CanF*%ab111tY. . 6 #9 V* 0 * 9 0009 64V 06 6 * V * 6 #* VO *9 9 be* *6 0 # 0 04 *0 96 4 0906 0 go* #00*7 Systeftah� Ar—."M. m t and j*on so* 00 *#too* 60 foes of 00 to *0 •8 PCR for EMS:* 6da66w646 a64 604ft69006*6#60*40496w0V606*040*404%w%0V4V%V 9#94q#9*94w^0 *06A* a 0 0 % 0 q # 9 A 9 ^ 9 4 0 6A 9 ft a 4 a *V0a0A0ft0%0% P0a0A644^440a*A0a040mangy Records gement System MS) for Fire: taea•1lexsttsee+srexe•srse9e,set•eo•ssress9ere+e�est*•s•ti•ytr•ssrexsrstatb.er diwt*ng of and Co-m—pli*ance im"U1dart.cal R'enuirem--ents 10 "'�l "'W's 1w wo Keyaatures.... 0#00660 96600*00 oq *&0196A 6904^0 94 a P9000 04 4000al Pq 0 *00096 P 0 9940004 NO** X $9 0 *AQOX V 04*0094 v000z* 90 4 $**ON txootbo oz000evoo* 23 • 0 ESO Fire Sul*te Key F(:atula- s. ft & 6 16 * 0 0 6 0 V 0 b 0 W 0 0 46 It 0 0 6 # 't o, 0 6 a # w a 0 * 0 & 0 0 6 .0 a 0 0 0 4 00 a 0 .0 0 0 is 9 4 4 a . a .6 a o 4 a a o * a a & e 9 o 9 9 * a a 9 * a a 9 4 * a o 30 a a ESO Properties and Inspections eatur• . 060*00 00*000* 860**6 6* **66*wo 6* X0001 4 OW066 #166#w* 60 W6009*6600034 0 ESO rs&u%-n.n-el..-..Manage-m-.ent Features. 1.6 6*w*6`0*b 406,60,6646 616*10*6100w Ibis *V96`6ff IV616*9400*960019 Ike #w''0009,94 46*9,66#q 9600,0* bovo 38 A AWft le% E S 0 S c hed u 11* n g F iurv. S 0 0 e 1# 0 is # 0 9 w 0 ^ 9 v A A 0 9 4 A 9 9 4 AO 9 9 4 P 9 49 is P 0 9 so a 0 9 9 a a 9 9 * go 9 0 36 & 0 0 0 0 X r o 0 0 a 4, a 0 a 31 0 to is 3, 0 0 a $1 0 0 w 11 o 10 so 31 0 40 0 N 0 9 0 0 0 a a 0 9 4 a 0 6 a 0 6 a a 0 0 0 V 0 0 0 X b 0 0 X42 Asset m'"a*%nagevent F t-u;'aturesOAw00*avoeo,* o'go0ox $10 *ono be w hooeftoo on betwobot *we***** oetva air w 000#w s**two*** &*w**** woeewo AO 6*&Rk 14 a ) I Teehnl*cal Featu, us, Securloty and DeliverlY? System___ t^or Ser,,VICCS. A P 9 9 A A 9 9 4 A * 9 40 & 0 9 0 4 P 9 9 A Ob 9 9 4 X 9 9 4 A 0 9 4 a a 0 0 X a 9 9 0 A 0 0 0 a 0 0 9 X sk 9 0 4 & 0 9 0. Prowl6rum Y 9 •9 It Iff ,&A& 00% rm"rocfew,&ss: x oe 94414140 it 4 0-9404000 N X0018 X900 0 4*0*% 1­0 04 Poo it N 019ON4152 About Our ESO EHR & Fi're Training ana i --- I I ic - mentatio on F ft A RA ..-ILESW T-B 0=� NE It PROJECTKI49 agavlags VAOX0 49494 a *wove can *4 *06400wo% 4MISa 2IL"I'm E 2IFMN GATHERING ASYSTEMSTEM I1SwTeESONE s INSTALLATION OF M1`WIMNI�OK>t!•a040;O,0iORORO.itO•�0013LE SOFTOR MILES '10NE 4: ONLINE ADMINISTRATIVE TRAIN' I 'N'G (A D .N /060"6 V E R V I E MILESTOrNE 5,9: M.10BILE FTIIARE TESTIN'" 9 a 9 4 9 a 9 9 5 5 0 9 4 9 6 9 9 4 a `9 9 0 a 9 a 9 5 9 a 9 4 0 4 9 6 9 4 0 4 0 a 0 4 X 0 A 9 a 0 a 0 X 6 a 0 A 0 a 0 4 0 0 a 0 a 0 X 0 X 0 a 0 X 0 X 0 a 0 it 0 4 0 0 5 5 X i. MILESTONE 6: BILLING INTERFACE (IF APPLICABLE).: Oft6*6V&V 606094 96V6 a*# Va 9696 w6*6V4d4V.1*4 4w# wavow**4*0 #55 .'.flLEST01'YE 7: ONLINE M I TIVE TRAINING (Q'M/REFAP1bL Udom�" RTING). ,a&ane,$ *,,91,00tox ve.%O 8, *J10 09.9w ot-0.0,ve 111631090NOX oil 9 %040404is ss MILESTONE 8: IT END USER TRAINING, 9 6 a a 4 6 *4 *a 4 0 a 4 6 a •0 6 0 6 * 0 4 b a V a w 0 t 6 d 6, 4 0 4 0 a * 6 V a V 4 w a I a I a * a w a w 0 # 6 # 0 4 * 4 V 4 V a I a 9 6 * 0 4 t 4 * a V a 9 0 9 6 9 6 9 4 9 a 9 6 q * 55 1. 1*011LESTONE 9: REGULATORY MPLIANCE 40190 It X40^941 040,4040460 4 J% 49A0AQA9AQ 4940^9*0494019 P -9 &9^4 A OAQ 49 4904930 40V 9 V4 X4QXQ 1&0 X9 N 9 A949is 56 gA V, OF, I T10.9 SYSTEM TESTI N G O x O .t 0 4 . 4 6 4 6 # 6 V 6 V 6 V 8 V 6 V 0 V a V S 9 A 9 4 0 4 P 4 A 0 X 4 A * A O A 0 ^ 0 A 0 A 9 A # 57 r{{: 6AI&V A ICI 'ONE 11e SYSTEM GO-LwMMEN"SUPP0rRT0..,g . QA9X9X91 9 4 0*04419319 109 k0 NOW0464*00 9 It 9210 bobloson9X9457 I& w 0% entati"on of Asset ManaOtod izement ...4 * 9*1601 *40 4 is 15*10,064, *4 660,91% &# 9*4019*409166#04 is 494,649, 004^00164% ago 409 is ^4910.0a 515 19 Q totion .li O . 4A 9 04 X 0 04 40 04 go 09 0 X 09 9 4 oko 0 *0 00 4 a 0 * 4 X 00 oxe 00 4 0060KNO at *066H we* OX0,66we oemoo 4 X06*w*0a avoeOtt Va devoe*w* **moo *moo*% * 62 Post -Initial Implementation Process .. 0 4*4# 4 *V*vv X9X946-*qo*P9XQX 9 peso PSA9 X 9% 949C94#4 V *sea a sea 640464 0 0064464 mesas 94 66 3 DocuSgn Envelope !U: 4395F2FF-9BF2-4FDE-8560-FOSB86d4B531 I D Ij H Upgrades and Enhancements •.•••• #Oo*** 494*0 OXOX 040404 0904 04904 0 Ate 004404 move *1600466#X 04*4 0 4*460 6604*4m# Now 606*6*64 a*&& 64046 oeto**466 aft uug Fixes and Patches wevemove 0 % 0*0*0 90*0 too 0 & *040* 0*04 0 *&* 6"0496040 4 00** 49A94 *to* 6*49 40 *94949*900049 AO&OXO 4940*000 *R9494 *X#a 94f4f49*94 #066 Sa---Ple Proj*ect Im---ple.mentati'on Timeline .. *a &**Aake 9*001"'Of 916&01*06 a 0 00*09,04 a ***a#9 **0904 0916JO&VIPS a 0-0-0 bet 46 46.8 VNIe's POO 660-wea 09 *&goo *#0`4000 9 0867 Project Manage ent &off** es ****so** so** 72 Prior Experience 73 P.roect One: Bellevue Rre DGAE21riflartment....b o4otoo 6960 4*00000,090 0 &*a# B94*49 406000*0 O&OA * 4069 60004 0404 0006 000673 of L*ff.�AProject Two, fUckamas County EMS Y••e••r•r•••M•t•t•1••.•r•rb•►fb••r•a•e•►•w•0•bt•t••••• • r r r • 1 r• • • oft rO•ect Thropease: KiCountyEMS Countloment"*0404049of*&* at at 60 6 0 6 0 0 0 *a 00 *a*ata98out494940004*0soat494&4040of***40494#40404040,*#*0oo rsonnMEN I91 *ego **woo VV9 00 0 **a inplernentation and Training 0 000 *ague *98*75 Pat Piper,, Director, Iw% %VA.' a d e redemeier, Training % 0 SON #4 40 A* 0 * 0 *A 1 4 *0 04 A so*#% 6 9 0 go we go*$ 0 +1# 9 a I* golv@ go gotle *76 Viviana Barra"an, Impkelffentation Administrator... . 0*0004900 4*096 9 0*0 #0090 0 *wow 0*04*0909 6 *owe* **S*4#V*f*V0w at@* a 1606910978 matt Sprague Implementation Deb cC -Fr a 11notilamentation and Training Specialist......••...•vow0V4W0..••• • •. • . ,► rWOW*Woo 6*$ *lto% ovov ***be %*goo John Ayres, "INechnical Suppon-k- Analyst 11 -90-9 a 061raf 60604 940194 9 son 0 1694lp OVOO *4 got* 9 A9 4 94,9169* plop lost -00-0 Of algae 604,00,49 so a -08 96069*94 olle-GOOVIS V1411082 Jasmin Oswald,, lin-ftipleme--%ntation Coordinator 9496 696 969606*0864*696 969606060 60402 a 2 *04 0 606 *6*&**4***4*6*8 * 6*6 of 0*0404es *60683 4 am Joanna Hallett or Regional Account RAM n a gte r.. 4 @to 0 40*00 0400 #004 so *00 06 60#04*6* 6040** **6#6*90 4*0*84 0 Am& ARM AAM A~ AMW rI yotiutoroe•srees•oesfeeseroe®®a®•s•®®sa a of of ego a K.N Am 3W Attach roonh"Oen'"mts uAftono"Ld Adde"""dum gra*a•e•re00wnfaaa•v*a a6 AMM A90L a& WIN 9EI 67 pi2 a NOS Cosr t WICF qqXW IW al 00**0 00000 0 *1091too 0060000000 5 *off 00050099wee of e74 Asm� A2mk ff M Le 4K AD al 96 I= .11 DocuSign Envelope ID:9 4335F2FF-96F2-4FDE-8560-FOSB8604B591 n'pij f=x ----------------- - - ----- ------------------------------------- --------------------------------------------------------------------------------------------------------------- MR ectiv S oect Appro R7iat problem are. you solvingI The CEO of a campany called Mi*xpanel has sal*d",p "Most of the world w1*11 ake decisions by either -5 041 guessing or using their gut. They will be either lucky or wrong." For EMS agencies, fire departments and hospitals, lucky or wrong is not an option when it comes to patient health and community safety. ESO was founded on the premise that the smarter use of data to provide clinical and operational insights -M 'A 4--1 %A0 w1*11 improve coi IiP1-1unity health and safety by helping agencies and departments get access to theinformation they need in real time as well as helping organizations identify gaps in training., documentation, procedures, etc. ESO created additional products that extend the value of the ePCR latform including a qq&Product L calledDatainformation Health Exchange to share between agencies and hospitals, as 0 itsinception, PPIC1111ftFcustomLrsas incident reporting so...,ware f--or finre departments, Since .so around the country are using data in ways that would not have been conceivable even a flew years ago. inWashi'n.gton,,,, one ay created visual heat maps ofopiaidcalls to create jA--),-roacnve campaigns andgenc I 5 DocuSign Envelope ID,: 4335F2FF-9BF2-4FDE-B560-F05B8604B531 ONSWUM I I I D I I /=k ----------- - --------- -------- ----------- -------------------------------- otherprograms that targeted individuals in areas with the densest activity to reduce theopioid epidemic i*n thei%vr community, In Kentucky,, one hospl*tal slyruste was able to improve insight lonto patients a "vi*ng by a bulance by as much as 63% isn the first week of 1" plemenft*ng ESO software, ranincreasing signiticantly the probability that an arriving patient would get the right treatment in a much timelier manner, Why is ESO best suited to solve this problem? improve community health and safety. We have implementedmany large departments on ESO EHR and .Fire solutions and have more than do 2,500 EHRimplementations. Fromsolutions with NarcBox for controlled substance tracking, to partnerships with Fire Rescue I and EMS I Academy, a full RMS solution providing proper and easy documentation, a wealth of data and unprecedented ease and access, we offer the experience and service beyond that of just a vendor, f. 1. is fJ DocuSign Envelope ID: 4335F2FF-9f3F2-4f:DE-6560-FO5B86048531 -nuit i\ Business a.a. Individuals Authonized to Bind and Execute Questions Regarding RFP Contractual Matters Allen Johnson Chiql'Product Qfficer Cortney Johnson Chief Finan�,i�al O�icer_ Joanna Hallett (PRIMARY) Senior Regional Account Scott Kelly Directo�- of' Coll tracts 6-, allen.'ohnson.fweso.com ext. 10 17 Cortm, �-Lo-� ext.1036 joar-ina.hal1e-tt(,,,_ (5 121) 5 5 0 -7 15 0 Scott, kel I 04,.,eso. com (5 12) 308-6508 Joint T"enture ESO Solutions, Inc. is not presentinR a ioint -venture or association. Introciuction: Cotnpai-�y Background & Expe�-ience ESO has been a leading provider of integrated., innovative and user-friendly solutions for the pre - hospital healthcare industry since .2.004, bringing together industry leaders in EMS, software deslun and infoniiat'on technology to deliver clinically sophisticated. end -user friendly Software -as -a - Service (SaaS) solutions for hospitals and emergency medical and firke services. The products are sign ' -due d to help EMS and hospitals enhance the quality of care, improve efficiencies and r%,. c costs° 1 7 f "I I F inandai )otvenn.-? Fiscal Responsibility & Financial c"apability. ESO Solutions, Inc, is a privately held corporation, established in 2004. We are based in Austin, Texas. ESO does not have any judgments, pending or expected litigation, or other real potential financial reversals, which might materially affect the viability orsta. bilia y of our company. In .20 16, EEO completed at S 15 million Series C hinding round with Accel KKR. In '10 17, we acquired SafetyPAD and FIR.. -1OLISftwa-re and in 2_0 19 we acquired c-,ore Software, these acquIsitIO]IS COUld not have been completed without a very healthy financial position. I V h DocuSign Envelope ID: 4335F2FF-9BF2-4FDE-B560-FO588604B531 ............. ...... I ... I ... ..................... ............ System Concept and Solution ESO strives to provide a first-class experience fOr OUr customers and offer software that its with their unique needs, In preparing this proposal for Colorado Springs Fire in respect to your need for a nt,lcord.s management system, we present the following approaching to the project* ePCR for EMS ESO Electronic 1--lealth Record (EHR) captures critical patient care information through a flexible workflow and user-friendly features. EHR is NEMSIS v .3.3.4 and 3.4 compliant and submits electronic patient care data to the state on behalf of our custorners. EHR integrates with ESO FIR-E-HOUSE Incidents. .......... Records Nlanagernent System (R-NlS) for Fire- ESO began building components of its RMS for fire in2010, With the launch of an NFIRS reporting system. In 2017, ESO acquired H FIREHOUSE Software,, combining the historical robustness of the FIRE-1-10USE Software system with ESO's expertise in building superior software ESO is positioned to provide the best of fire RiMS for the needs of our customers, As ESO continues to grow and expand their fire RIMS offering, the ucoal is to take the best and brightest elements of FIREHOUSE and mtegrate them into the look and feel of,ESO products. ln choosing V ESO, users are able to select the option that works best for their needs to provide the best in patient care and public safety. The full ESO Software capabilities include: ES O EHR: ESO EHR easily captures critical patient care information through a flexible workflow and user-friendly features. EHR is NEMSIS v 3.3.4 and v 3.4 compliant and submits electronic patient care data to the state on behalf of our customers, making data submission worry free. ESO Analvtics,- ESO Analytics rnakes complex data accessible with one-c ick reporting for clinical, operational and core measures. : nalytics integrrates with EHR, Fire Incidents and HDE. ESO Pei-sonnel Managemenr� ESO Personnel Management conveniently records and stores personnel information, training courses, education history, immunizations and more within a single application., * E­130 Oualini A-tanagementl- ESO Quality Management -provides administrators the ability to review clinical and operational document to drive improvement. * ESO Quick Speak: ESO Quick Speak enables EMS field providers to communicate with non- English -speaking patients. C) 0 DacuSign Envelope IC3:4335F2FF-9BF2-4FDE-B560-F05B86Q4B531 ni ii H 0 ESO Health Data Exchange (HDE}: ESO Health Data Exchange (HDE) enables secure data sharing between EMS and hospitals to support quality activities along the continuum of care, HDE gives EMS the power to increase efficiency, advance quality and improve patient care, 0 TrackEMS: TrackEMS delivers a configurable mobiie application for EMS and hospital staff to securely and efficiently communicate during time sensitive emergencies. • ESO f ire Incidents: ESOFire Incidents captures dataon criticat fire events and 16 automa#ically submits NFIR.S compliant reports into state repositories. Fire Incidents integrates seamlessly with EHR and Personnel Management. • ESD Fife Pro nerties and Inspections: ESO Fire Properties andFnspections collects and manages the data fire departments need to successfully develop pre -plans and conduct inspections, • ESO Billing.• ESO Bil * rei' burse entlini! strea lines the rocess bv automah"nc.-Y workflows- Pto4% and minimizing the cost for each claim processed, delivering taster reimbursements and great efficiencies. efts • ESO Dispatch: ESO Dispatch simpiifies dispatching needs through pre -scheduled transportation management, linked runs and powerful mappzng so the right unit gets to the right place at the right time. • n110--- 6404'"Payer Insight pairs wim E--'"va%j Health Data Exchange to give your ES4 Payer Insig{it:E30 billing team in-app access to patient insurance, demographic inforrnatian and other related patient billing information directly from the hospital 0 ESUAssetlVlanagement: ESO Asset Management delivers robust workflow tools including 1 51 granular notifications, assignments and asset tracking to keep departments in -tune with their equipment, gear and other key assets. • ESO Checklists. ES() Checklists provides easy -to -use digital checklists to capture current condition of vehicles,equipment, places and p""meop e. • FSQ Scheduli�ag:ESOScheduling combines automated employee scheduli"ng, ti' and attendance, overti e control, request01Wmanage ent and into one easy to use tool, DocuSign Envelope ID:4335F2FF-96F2-4FpE-6560-F05886048531 ... nitj H Understanding of and Compliance with fiechnical Requirements ESO understands that Round Rock FD is looking for an all ion one records management solution that allows for documentation of amedical incidents as well as fire incidents. In addition, the FD would like to track personnel training and credentials as well as have a scheduling program to not only staff all units but links to the Incidentsmodule for easier documentation. Round Rock FD would also like Is into track capital equip ent order to keep maintenance records and monitor where all equipment is located, 40 Y CPinspectionsWe have additionall includedded 1'nforrnaft*on regardiregardingour properties and module and while specific requirements did not address, the answers in the addendum discussing number of inspections gives the impression that this module may also be desired. ESO also offers checklists as part of the asset management platform. This allows for daily checks of equipment that tie back to an admin console where administrators can monitor status of equipment and get notified of any faulty equipment,, It Fromthe clinical perspective, ESO also offers the ability to receive outcome data tluough 40& Williamson County EMS by using the buflt-inmobile to mobile feature where a provider initiates the record on his/'her computer and can transfer data to the transporting unit. This link will then pass any outcome data that Williamson County receives back to your providers. 0 The ESO Personnel Management Module (PM) has the ability to track personnel information as well 40 as classes conducted,allowing hours and points to be assigned to those successfully completing a course. ESO PM does not grovide content, but we do have a partnership with Lexipol (FireRescuel Academy) who da offer courses in both EMS and Fire. Below is Attachment D with our responses. A couple of ikems to clarify.* We allow for attachments, but 4GB per attachment is a huge file and more than we allow. V4'e typicallyx at I Oas2OMB Active Directory and Single Sign -an -,=, ESO does not interfere with your ability to use Active Directory, but we do not allow other applications to send passwords to our software given the amount of HIPAA related data that we store. So, the user can continue with Active directory for other applications, but would still have to provide login credentials to access the ESO Suite. When re%rring Tillable forms, ESO has the ability to upload fozms into the EIIR where they can be filled out by a crew and accessed. These are desiDaed to be specifically related to that incident and remain attached to the record and can be viewed by anyone with access. ESO Asset Management also allows for the creation of custom forms that are reportable, 10 Docu5ign Envelope ID: 433bF2FF-9BF2-4FDE-8560-F05BE6Q4B531 � n�p'j ATTACHMENT D MINIMUM AND PREFERRED SOFTWARE AND MODULE CHECKLIST ------------ -- - — - - - - - - - - - - - - 7-- ........ .. ... ..... .... . ................... ......... ...... ................ ... . . ... . .......... ........ ... ... ..... ..... .... ... ........... ....... ... ... .............. . ..... ............. ............. ... ......... .... ....... . ... ..... . ......... . . ........... ...... ...... .... .... ................. .... ......... ..... .......... ......... ....... ... ... ......... . . .... .......... ... .. .. ......... .... . ......... . . .. .. ... ....MINIMUM Soto i -WARE, REQUIREMENT Si.,-.'' ...... I .......................... ... ...... .. ........ ..... .YE5NO' A F114 pin ------------ .. .. ....... ............... .... .. ... .. .. ... ..... .... . . .... ...... - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Cloud -based solution with web access and/or an application compatible with all mobile X platforms - ------------------------ -------------------------------------------------- -------------- -------- -- ----- - -------- - - Software Support -- ----------- ---------------- - - X WIN Software Training MR---- -------------------------------- ---------------------------- — ------------ ---------- Personnel Management Feature ------------------------------------------------ -------------------- -------------- to ------------ Provide the City with real -borne access to all data WW40A' X ---------------------------------- ----------- ------------------------------------------------- Run real-time reports 'including cannpd and ad hoc reports --------- -- K Mufti -level- user access and permissions X Abilitytocreate user defined fields and forms x ANN Ability to create and track staff activities X - "w140000000000MMARCOOM --- ---- ---- - - - - - ---- ----- ---------------- ---- Create andaintain mISO training tracking log thatis sortable ---------------------------------- ---------- -- --------------- --- Ability------------------------ to maintain a Quality Assurance Process-------- Ability to attach large files of at least to any of the modules -------- ----- ��' Have the capability to import from*.csv, Excel, National Fire Incident Reporting System (NFIRS), X crystal reports, Arc GIS, Fire Fighters: Individuals and Departments Online (fIDO}, Texas Commission on Fire Protection (TCFPI,,,,, ----------------------------------------------------------------- - ---------------------- Ability to print to *.pdf and network printers from all platforms, 'including mobile platforms-------------- %WWWWWRAM"MAR Ability to interface with external --- CAD vendors -- - -------- ------------------- - -- ----------------------------- ------- -- ----------------------------- -------------------------------------------------------------------------------------------------------------- Ability to create plus-1 codes and the ability to edit NFIRS code definitions rdWVWVW&%VM ----- MAP X X - ---------- Provide updates to new/current NFIRS standards x ----------- Populate information from the inspections and prevention modules to other modules as ---------------- X information is dated & ------------------------------- ------- ---------------------------------------- ------------------------------------------------------------------------------------------------------------------- Load, search, amend, and access the current TCFP requirements, amendments, X appendices, -- and -- associated --- doeuments ------------ --------------- -- ------------------------------- Transfer all data to the City of Round Rock servers within 90 days in a format usableby theX Department ------------------------------- Add, search, amend, and access the current fire code, view fire code amendments, appendices, X and associated documents, while maintaining the same access to previous versions Load, search, amend, and access the current City ordinances, amendments, appendices, and X associated documents, while maintaining the same access to previous versions Create ad hoc checklists that cross reference the fire code with searchable fire code X numbers, ordinances, amendments, a pendives, and associated documents - - --------------- P ----- ----- ----------- '* --------- ---------- %ft-00010M. Send emaiis with attachments from the within the applicationRAMMMARMAROMAN ------------ -- --------- - --------- X MANAMA ARM Ability to use the same sign on or single sign on withActiveDirectory integration 011PARA, -all ---------- M Ix Retainage of a copy of all data after the term of the contract has expired Ra --- Ila x IPA" -------- ------ -- -VV 0 ............... ... ....................... ......... . .. .. . . ................. ... ..... ........... - ------------........................ ........ . ....... . ... ... . ................. ..... ......... .............. . .. ........... ...... ............. ...... .. ...... .. .... .... .... ...........PREFERRED. SOFTWARE REQUIREMEN-T..S,*'* .......... .. . ..... . . .. ..... . ..... .... ---------- ----------- ---------- -- - ----------------------- -- 77- ------------ -------- ---- YES.. ........ 0 '' N........... Softwareforums (if available) ------ fing.RANA4, going -Am I x Provide the City with 24/7 support services,, 365 days a year ---------------------------------- -- ---- 100r4WWWW W kW W NW400AFAW"A ON A FWW4WVWWWWAVk%WV MARMARA R—A ---------------- — X inspections Set information from the andprevention modules as the MASTER list for all other X associated modules and to set access permissions Use speech -to -text across all modules ---------- Ix ----------- Create customizable dashboards that will query all fields across the entire ----------- X --------------- application/system, stem, includinany user defined fields and ad hoc fieldsLY------ Integrate application/system with Microsoft Office, including Outlook, Excel, Word, and X -------------------- ------ PowerPoin-t--------------- ---------------- ------ -- ----- Create, load, search, amend, and access fillable forms x ---------------- -------- -------- - -- Alert designated recipients that forms requiring their attention have been filled -out- %FW%0%ftFWWVVV~ peso a a ...... ------=0000000� WAAAAAAMA 4 DocuSign Envelope ID: 4335F2FF-98F2-4FUE-B560-F05886048531 nIp+j fA % transmit forms to Internal and external recipients in a manner that will maintain all necessary privacy standards Display data analytics X ----------------------- ------- Autogenerate narratives using user defined templates a Now ------ - ------ - Create financial reports directly from the application that can emailed to internal and X external contacts in multiple formats ------------ -------------- - ------------------------- -------------- - - Auto -update to new/current NFIRS standards ---------------- Attach weather meta data (auto-attachmentis preferred), and the ability to user -define which NFIRS codes to auto attach weather meta data for X Attach State of Texas., the Texas Commission on Environmental Qualify (TCEQ) TIER PI 'X attachments to addresses across all modules ............. ..................... ....... .. . . . . ....... . . . ........... ................ ....................... .................. ... .... . ........... .:. . .: ...... ... ..... .... . .............. .......... ...... ....... ....... . ..... ................. ........................ .... ... ... ............ .......... * . ..... * * * , , , , %%** * , *%%%*"'" , *'-'- - - - .*. - .% .,- - ­­- - - - - %­- - -, ........................ % ............ ................. .................. ... .... . ... . .. . .. ....... . ... ...... ..... ...... ... ... .............. ........... • .... .......... ................... ...... ........................ ......... ....... ................................. ...... ..... . . ...... ­ *­ *'.*".* : . ............. ............................. TRAINING-: MOdULE-PREFERENCES'­­ ... ............. .... _% .'I,.:. I. % I. I. .*.*.,.. .. .1. .. ... . ..:. , , ­­ ­ '' ... % .. . -.% ............... .................... ................... ....... ....... .................... ..... .......... ....... ......... ***`6`**` NO ................ .. ...... .............. .. .... , , * , . ...... .................... YES............. .. .... .1 . ­ . - . . .. ... Ability to create, track, and delineate between standard training levels such as Level I and Level II training per TCFP, ISO training,, and Texas Department of State Health Services (TDSH5) trainine Create training sessions, courses, and exams as per TFCP Standards Ability to query training records for individuals for TCFP audit for Company Officer and Battalion Chief use Ability to create, track, and delineate between standard training levels as defined by the Texas Commission on_Law_Enforcement {TCOLE) ----------------------------------------------------- - - - - - - - - - - - - - - - - - - - 7--7-7 - - - - - - - - - - - - - - - - - - - - --------- - ------- - -------- .:, . . � . . .. . . ... . .. . . . . . . . . . . . . . . ... ..... ........ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . ... . ........ . ... . . . . . . . . . . . . . ......... . .. . . . ..... . . . ... . . .... ...... ........... . . . . . ... . ... . ... . . . . ... . . ... . ...... ........ .... .... ...... . . . . . . . . . . . . . . . . . . .. . ... ... . . . . . . . . . . . . . . . ........ ... ........... ............... .............................. ...... ..... . ..... PERSONNEL MANAGEMENT..... .......... ............... . . . ....... .. ..... .... .... . . .... . * *: .. .... I I.. I.. . ... ... ­...... . ­ -'-L� - ...': - I ...... � 1. .... .. .. . . , . .. .. . . -L-.­...... - .. . ...... .. 3 ... ... ­ 1. L ... ... . ..... YES— ... .. NOO------- - - - - - -------------- ..... ..... . -1-PRE0110. _­1 ............. . . A scheduling module with the ability to be accessed across all platforms that is customizable and has user defined fields ------ -- --- - ---------------- ----------- -- -------------------------- -------- -------------------------------------------------- ---------------- ---------------- - - ------------------- ------------ Ability to search across all personnel management fields and utilize a logic tree to Pick app-ropriate ersonnel for staffing W- -- --------------------------------------------- -- ----------------------------------------------- - -- ------ ----------------- Ability to update, in real time,, the staffing on apparatus in other modules, track hours worked in', X both standard and user defined categories, and has multiple permissions levels -----that can set b levels such as rank or other 'Identifiers --------------------------- "AMINO Room ------- ---- 4 - ----- --------------- ------- ------ ------------------------------ 4 Ability to integrate with Tyler Technologies- Munis, direct integration is preferred X . . . . . . .... . ... . . . . . . .. . . . . . . .. . .. . . . . . ... . . . . . . . . . . . . .. . . . . ....... . . . . . ... . . ... . . . ... . ... . . ... . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... . . . . . . ... .. .. . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .'YES. . . . . . . ..... . ... . . .... .. . . . . . . . . . . . . .'"'EFER-ENCES0NOULE** INVENTORY:, AWIANAGEMENTMOD ......... ... ..... ............... ............. ...... . ............ ........................ ....................... -------------- - -1 .- 1 1. .1 . I.. . .... ............ time data 'is preferred 0.06P., 66 -- - - ---- -----------------------7---- -- ---- ------ ----------------- 77 --------- ---7- RERORT MI IREMENTS...................I..... ..... .. ........ -.-.-:-..-..-..-.-.--..- ... . . ....... . ....... . .. ..... ............. .. . ............ .. .. .. YES NO --.--.-----.-.-.-. ---- ........ 1WHIMA" Doom Create and save ad hoc reports for future use x V Create ad hoc checklists that cross reference the ISO (insurance Services Office) training hours iX I DocuSign Envelope ID, 4335F2FF-9BF2-4FDE-B.'S,60-FO5B8604B531 ri I Ul t k KeyY.EHR,Features From the Mobile Home page, users see a dashboard to view messages, see a count of records in that stat-Lis center and can pre -enter the crew for that shift. The user can also start a new record directly from this Pau. BARTON., DUSTiN HALLETT, JOANNA Engine I 91 Shif Squad :51 Austin, TX R-M, ----------------------------- B5 Closed for 0 PENDING UNLOCKED .. . ... .... .... ... ....... . .. . Construction tW� RECORDS . . ... ................ W eekend at 6th St. Exit SUCCESSFUL LOCKED U RECORDS FAILED ...... ....... . . . . ............. ..... . ............... .. .......... . . ..... ... .... ..... ........ .. ..... DocuSign Envelope ID, 4335F2FF-9BF2-4FDE-B560-FO5138604B531 ri i u i i /-k ........... The Incident Details pace provides a simple place for incident data entry and CAD import, With quick picks that allow for quick data entry and a left side navigation paliel the user can or thru the application swiftly and efficiently, Response L 1511024)936-ESO C A 0 tm e'.? t DES r§NAt:QN WH VISItt V-1 FAU Ushmss Us-hMirent Dovmaraded N 0 ti NIS 5 f t V'S :o'o-ef tXPOSURf. The Patient Tnfo page includes a patient lookup feat -Lire, which populates the patient's. demographic inforinatlon, history, inn dications, and allergies, along with his or her billing inn orrnatlon, horn the last call. CONTACT 11 Mr.01 5 OM-5153 BOBBY, MCKY 0711 W 971 Ux1xx-7M 11 OM015QW,31.4 WHY, RICKY 07�&1971 XMXX-777 I I M 3/2015 PW,06149 BOBBY. RICKY 07116/1971 XXX-XX-7777 1102/2015 921.- -51 01 BOBBY, RICKY 0711W1971 XKX-XX-7777 I MIMS 009:35,03 ROBBY RICKY 0711611 W1 mcwts fr'um #4stw. -' M3ld"?SK'13098'y' -17771,77Tr IN .......... .. . . . ........ .................... .................... ..................... ............. .......... . ............ . ....... - . ........... ... ........ ... . .... .. ...... .... ......... ... . . ............ .. . DocuSign Envelope ID: 4335F2FF-9BF2-4FDE-65604FO5B8604B531 ... . ........ . ............... ............ .. ............ ESO's Quick Treat feature allows end users to 6me stamp events, including vital signs, without having to leave their place within the record. Additional Quick Treat buttons are included in the General and Mods tabs. Quick 'rreat CPR allows users totime stamp resuscitation events as they occur. Events that occur multiple times in the code are indicated by a counter in the comer of each item. All events entered through Quick Treat are editable in the main flowchart treatment area. .......... ......... . . . ... .... . . . ... .... .............. .. ........... .................. ............ ... MIDS1. ........... DocuSgn Envelope ID: 4335F2FF-9BF2-4FUE-6560-FO568604B531 -nut /x On the Assessment Details page, ESO uses toggle switches that allow a user to easily indicate a positive or ncgative finding bascd on a simple click to the left or right. All information populates the assessment grid. initial As"sent Mental Scams Abw"M.":Ues NMAMSSM ... . ... orientation ...... is . .... ....... ............ . .0 W... comments . ..... ... Assessment input options on the anatomIcal figures include a point and place injury process. This injury placement also populates the assessment gild. DocuSign Envelope ID: 4335F2FF-gBF2-4FDE-8560-FO.5138604B531 rl 1 D I I 11"'MV ----------- ES Rs Specialty Patient forms are 'templates designed to enable end users to focus documentafton on specific patient types. Y ft 140 ESO EHR accepts onscreen Signatures for multiple purposes. 1.DocuSign Envelope ID. 4335F2FF-gBF2-4FDE-B560-FQ5B86046531 -nui ........................ ........... - ....... . ............. Driver's License Scanning allows a user to import a patient's demographic information directly fTom their driver's license. Patient Outcome Data available to the providers from the ESO landing pa-ure. Z7 DocuSign Envelope 10: 4335F2FF-gBF2-4FDE-B560-FO5B86046531 rl ID I I /A ESO's Analytics lets users drill down into the data they collect in the field. Reports span the spectnim with everything from .12-lead ECG performance to tumaround times and o.pioid data.'Users can filter and customize reporting so that everyone from basic users to data experts can find insight in the information they collect each day, . .. ....... . ........ . ............ ......... .. ............. ............ ........... ...................... - ........... ....... ............... ... DocuSign Envelope 10: 4335F2FF-9BF2-4FDE-B560-FO568604B!531 ninit jA .DSO Fire Suite Key Feature,,v: Fromthe Home page, users see adashboard to, view iressages, see countofrecordsin that states center and can pre -enter the crew for that shift, Nersonnel who are assigned the Fire User role have access to any incidents in Draft status on the Fire I andi ngpage and can create records. Personnel with either the Fire Supervisor or Fire Manager role have access toall Locked incidents in the system. The incident fist contains a list of fire records entered into your system, Incidents are presorted by status, then, by date and time. Draft incidents are listed above Locked Mcdients by default. Agencies can import EHR and SafetyPADIs ePCR into both of our Fire products .- ESO Fire Incidents and ESO FIREHOUSE Software. FIRE - I/VCIDEIV TS I go mm� ds hwnd ator)12018 09119/2019 01:2040 r 1100 OLD ML Engine 1. Engine 2, Em", 09/19/2018 00.00,21 9020 N CAPI 'PAL TX HWY BUILDING 2 Engine 2, Medic 2 090912018 00,00,21 9020 N CAPiTAL TX HWY OUI LDI NG 2 Engine 1, Medic I 09/19f 201 a 00 :00. 00 Y<4 Medic 1, Engine 3S 09118/201 8 0 0 > 00,00 Engine I 09/14/2018 12.1212 552 E Co N dooper Medic 14 0911412018 00,00:21 9020 N CAPITAL TX HVW BUILDING 2 Engine 1, Medic I 09114/2018 00:00:21 9020 N CAPITAL TX HVVY BUILDING 2 Engine 2, Medic 2 DocuSign Envelope ID: 4335F2F-9BF2-4FDE-8560-FO5B86048531 An incident can be viewed or edited by clicking on its Incident Number in the incident list, Users can access the home page, rev tewvalidation issues, add exposures, print records and inputNFIRS required information. i . .. .... ... .. . ................ .. . ..... Incident 1) SuMing fire station 2 CAD brr�n Data can be entered into the fields by typing NFIRS code numbers or by free -text typing. Asa user enters information., the system will search for matches automatically to make information input easier. ................... ............. ................ Action Taken 1 ................. ........... ................. ...... . . . . ...... (00) - ActIon taken. other (1) - Fire Control or Extinguishment > (2) - Search & Rescue > (3) - EMS & Transport (4) - Hazardous Condition (5) - Fires, Rescues & Hazardous CondWons (6) - Systems & Services (7) Assi5tance (8) Information, Investigation & Enforcement DocuSign Envelope ID: 4335F2FF-9BF2-4FDE-8560-FC5B8604B531 i............... I ....................... .... .. ...... ............. .......... .......... .................................. ESO's Fire Incidents has built-in, real-tirne validation functionality, At the top `the screen, the niodule tabs will display a Yellow warning sign, depending on the state of the information found on fliatpage oft . ocuni rit . Users can. also receive a full list of validation errors and be guided into Dispatch Time Enroute Time -it Reports, allow departments to track infori-nation. on units and personnel that -Modules, such as Ui respond to incidents. It also allows for unit narratives to track what each unit did within the incident. M Engine 2 UNIAMOVM mawry Dispatch Enroute Arrivak Cifar- in OMrict d Ac'nows I Pf RSONNEL Medic 2 : Ma U"K�Pkx)xffY DI Spatch Enroute Arrival O"t in District DocuSign Envelope ID* 4335F2FF-9BF2-4FDE-B560-FO5BB604B531,-- Alull /A - - - - ------------ - ------------- - - - ------------ Response specl fie modules such as Casualty, Hazmat, Arsots andWildlandall owusers to record pertinent NFIRS information aiid otherdetalls. Dze Of A00 Docu Sign Envelope I D: 4335 F2FF-9BF2-4F DE-13560-F05138604B5.31 ­1 Timit /A 1­1 .. aq ........... _­W ........ ........... ...... ........ ........ -DSO Proper e nd Inspections Featui-es.- ESO Properties creates a three -level hierarchy fororganization the informationofa property. Users can create an inventory ofproperties, buildIngs and occupants w1thin the fire department's response area. MEW REca"s 11 . . . ... XX; row 5200 NORTH LAMA AUSTIN TAM COFFEE THE OLD MAYES MILL 2223 KERSEY LANE LN EXV0 . . . . . . . . . . SLOG THE PALACE Users can docurnent important features within each property, such as water sources, construction materials, exits, fire protection systems, chernicals on site and inure. - ----------------------------------------- Fina I Sprinkler OVIOLAMNS DocuSign Envelope ID: 4335F2FF-9BF2-4FDE-B560-FO5B8604B531 ji 1 L) I I /A' ......................... .............................. . ...................... 9 -o a Users can add information by movin left to right across the tabs at the top. Inf rm tion can, be printed and attachments, such as photos, pre -plans and other documents can be added quickly in the attachments section. ESO Properties also offers detailed occupant building — property history so users can track changes with ease, ESO Inspections allows users to keep records of individual inspection visits to each property, building and occupancy, These records ensure that fire codes are met on. e 4. � very level, re -inspections are scheduledas needed and staffing and budgeting needs for inspections are considered. Users can filter inspections for in progress, scheduled, draft, and past due inspections by shift, inspection type, inspector, location and more. All In Progress 500 Main ST Annual Imp- 1010512018 ES01 500 Main ST SLOG ]ones Building - STE 102 main AAnuai imp— E0, WO Main ST, OLOG lanes Buil*mg M 102 mwn 650 anfWal EM 500 Main ST, BLDG jooes Boi;ding STE102ma;n Annual Insp­ 10110/2018 E50, 500 Main ST, OLM Jones Ektilding • STE 102 ma.n E50 annua;:: 10117/2018 F40. 500 Main ST, SLDC.& jone5 gWding M 102 ma':'n Annual insp... 123 M �- F-SO, 500 Main ST, BLDG jonei BuQlng - STE 102 seam ESO annual 6 Ca�lahan Auto Parts, 2509 Hayes An BLDG Ca0ahan Auto Parts Annual Insp.., OVOW2019 BLDG Jones Buflding, 500 Main ST Routint Dom& gn Envelope 10, 4335F2FF-96F2-4FDE-B560-FO588604B531 n i rj it /A Unlimited custom checklists allow users the ability to create inspection -types needed by local and state requirements, REQUIRED CHECKLISTS General Mousekeepin g . . . . . . . . . . . . . . Exit.% ..... . . ..... .. . ... 0 ........... Company Inspectlons Egre5s ...................... ....... ... . ....... . VIMAW�6 0 ........ ................ ...... ......................................... Users can also perforn-i ad -hoc inspections by searching for codes within the Codes tab I at the top. Codes that have a "Passed", "Failed" or "NA" result will all populate in the ,status report. ........ .. 1001.1 CHAFrTEP.10 MEANS OF EGRESS General - englne inspection DocuSign Lnvelope ID: 4335F2FF-gBF2-4FDE-B560-FO5686048531 _. flwa /A signat`Llr�,s, photos, and other attachments can be captured in -application. Similar to DSO Fire Incidents, Properties and Inspections both feature validation rules. Inspections can be scheduled in-appficanon from either the Inspections module or Properties module. CORLY -A-SrW-1-M Dt'd NO DocuSign Envelope ID: 4335F2FF-9BF2-4FDE-B560-FO5886046531 ...................................................................................... ...... ........... ............. ....................................... ESO Personnel Alan agement Features: Maintain information about your providers using the personnel section where you can enter demographics, work history, classes taken, certifications and medical information. Person Wo rk Vas ses Certifications & Credentials Medical Attachments - ----------- -- - - ----- Name Name NICOLE HAYES Phone Add�ess (555) 232-600 W.Wo (555) 777-8898 (555) 122-2233 Classes list show all courses taken by the provider and the continuing education hours received. V Person 'work Clagses ckrtificatons & Credentials Medical Auachments Classes 0 FjIter by Wine Intro to Stratpgic CRR Management Tov's for EMS Leaders Foundational Concepts of Cher ---;stay fCS-20 Basic Incident Command System Prefighter Safety, Calling the Mayday Applied Research Des€gn for Flee & EMS Show Pass & Fad - Sort by Date - Individuaj Pas S Individual 42".). Pons 3.00 05/OGM19 Individual pass a-00 aW22,117012 I ndividual pass 3 co 09/1412011 individual Pass 300 OW31201 I .in&:vidual pass 3,00 08/16r2011 DocuSign Envelope ID: 4335F2FF-gBF2-4FDE-B560-FO588604B531 n i u vt /A Certifications, credentials and qualifications trackers per provider. Person Work Class," CemOcations & Credeftafs M*dkal Attachments am 0 Lerts & Licenses Credentials 2009 Faramedic'-§X State ^Vory Lreden-'aals +''':.:':�..•.•. a•. •.yx r. AHA CPR Renew - Hisrory ITI nons Qual ca,"L DmNtr Renew, History K c, --mm ep track of iunizations as well. as injuries and exposures. Person Work class" Certifications & Credenaafs Medital Amachmenm Immunizations Pneu.monia 'R eenm v - Hirk.ory - Edit - Delete �n. Uries Exposures Tetanus Renew - History 4 Edit, Delete Injwieso at Exposures KK DcuSign Envelope ID: 433SF2FF-9BF2-4FDE-B560-FOI.7-B8604B531 — - r] 11) 11 /Lk q FRer by Name Advance Airway Traming 0 Airway 4 A�rway 2 -- . M-5-i CPR 101 2 EVOC 2 How To Save A Pavent PM Ovemew Tue. OSM912020 @ 08 00 CPR Fri, OS/1 a/,2-020 @ 09: 01) Intro to Strategic CRR Online Z sat, 05/09/2020 0 .00 Airway 0 Thu., 04f3EV2020 0=fF Wed.. o4/ i srn2G MOO Create a new class with multiple sessions if necessai-y. Track attendees and dates of the class. class Detaft Credits AMendeeS Class Advance Airway Trzing .-bessions Docu&qn Envelope ID: 4335F2FF-9BF2-4FDE-B560-FO5B86046531 n i n i r Credentials AHACPR Edit ociew BECKEP, SCOTr CUNNNGK", MCH m cancel ... ......... ............. 42 QocuSign Envelope ID: 4336F2FF-98F2-4FQE-B560-F05886048531 n I Ij ESD Scheduling Feutures: ESO Scheduling is a flexi"ble and scalable webwbased employee scheduling software solution that makes intuitive; scheduling easy, and cost-effective for fire departments. With a wide range of options and seftio'ngsl. ESO Scheduling becomes a fine4uned employee scheduling solution addressin9your specific needs. Managers and employees can access ESO Scheduling from any device with a modem web -browser and Internet connection. Employees can view schedules, submit time -off, shift trade and shift pickup requests and even sync the schedule with their phone's calendar app, or other calendar tool that accepts a standard ICS feed. Managers can approve various requests, make changes to the live schedule, document sick call - outs and other pay code changes and more. Confi rablc Dashboards In ESO Scheduling, management level users can create and deploy dashboards through a drag and drop interface ensuring all users have the right information right ai their fingertips. The dashboard also serves as an easy way to navigate to tools throughout the system. Set smifte Nattalw" Chief MyCalend w own 07;0 - 0-7-00 tum ISM Next Three Shifts Op". Frk May 2Z 2020 most OfW= 8v Station 1, fng 1 07." 07-." 24:00 014"for Shift OWNM a - stab lm I,. fins 1 07." 07,10 244.0 90849ar Shift OW31120 2 - Ustleft i -. Eng 1 07*0 07:90 24.1M Regular Shift Credentials cle"MC411805 Qualffleadans Me 40ts to 41SPI'my My Mailbox Tim eaff Requests open OMM shift "Otri"flen Un Op" Shift % Fhtwer an A 0 WOM a I( Laadet I on My Avallabilky :541nm at 10M %r Us* Mun at vim "me, Oick. Op" Steven No" pwky wit v. X -C Tunw Steven Sam now Wky Day stoft Pjft*%n? mot shift Un"? Peon i evkw sad ackvwm the attached "ley. Might Shift uvla Day Shift Tunwo Clearid Imi" Assipod Shift 4138 YOU"" been cWmd off at ywr ani3ried shift fw TV*.WI2 awy shift ragowle W*4 shift St"Vn Rev" TU"W at 11 0 Ustim I * 11al I Stamm* at 071W. W"1.5113 NIAM shift _Wn Tumor- cwrw FMM Assioned Shift 039 You"w been chond off of yew softeW shift for Thu -VIA asymft Thu -=I (410" shift stv"n" Steven Tumff at 6 r statio" I gns I no Ot M-WIS Night SbOt M-5122 Daysm sat"Uts Day Shift Sat" Wn Night w4ft Pickup Shifts Time Card 6/1 7/2020,o 512312020 W22 aim titer Mul 07*9 WVO pick MA Fimfightirip ASIMI 0706 07*0 $1' Payroll items ftnehes SIU Fir*fIghter Al2L2 *?-a "M Pkkupia) 5/19 116111 OmAghter 07-100 07W, 24:0 W21 ASUZ FIM0098Y 07,11" 0110 U U100 42 DocuSign Envelope ID: 4335F2FF-9BF'2-4FOE-6560-FO5B8604B531 ..................... ...... ......... ........ . . . .................. Automatq4_Eip loyee Scheduli.11(7 Automatically generate and populate schedules based on any rotation or work pattern, easily manage sick calls fill open shifts, manage time off, swap and shIfts bids and more from anywhere, all onlille. A' U004M I Eng I A Swflon i Eng I EI Stwilon I Eno I C- SaWbn I, Eno I A 5wkm I Eng 1 13-5 07 00 i14 OW Cap;silt$(AW( 3 Cmwn - {'=bw. j CMM+n 0 AFT tat! 1141 CAE, FF,,:PM 00 07 00!14-wfimvw, - 'U"MCA M Q7,D0:24M 0700 :C-SuOaftl modiel A Stx*m I 0"k I a - StAkm I •modic I C - SUAlon I - Medic I X: C.VWn 4=wn, i "0 ctiz 07 00 {24 w C"W" T A - SUOM 1 NWIC I - fj). 07-00 �'Z* 00 FUM -Macy.; s X: OC r?c:-�nt 0C.- f C - Station 2 - L*4*.Ir 2 ca A - Suti2. LAdder 2 0 - StRUM 2:,- Laddfr 2 sty Lad&r 2 07 �00 U14 f Ertr4aw. T 8-5 07-00 12.4 00i Vre4mr. - fenw*ad. C 1�,L Q-t go 24# 00� F4-Vf�r. We 0 0 7 00 14 = NVAPTel - Uawcod, C A, Staidoo 2 - UtWef 2 VM 00 U4 W f ref4ow. - Kern, H 24 F: Cu -M-4, C fftrg"w- -- kem N OIM24-001 Wek-CWt - W440, M Vol 24 OW A"asn - U�Imet� 5 07 '�;3 Wt. I �'tlAtftrll! 07 00 24 W. F'V-egnW--C 0 7 M ..... . ........ .... . ... ....... ....... . - ....... .. ... ............................................... .... .... ........ ................................ 4 S 6 1 S A - Ststift I - Ent 1 0, stogion I - Eno i C y statim I Eno I A SfttkA I Eno I S - SwOibo. I - Eng I S 07 00 Q4 OW CAPwrt - 63two. t) 07 00 01 .00 me m—'somwo 0-100 a4 om mvm ' wie06. S 07 Do a* vom a mcleoo, 0? 00; 24 X: Preftfwr - HeIgns.. a 07 00 (24 -OM Fim4trtf- - T:frnv 5 tker "- Wmedr O A I - Stadog- - M"IC I B. Stwon I WdIC I SI I C - M1100 - Modle - tIM I AStNMad a IkI 'cos 00 t24 00) C4001A - i'mun; T V X, -,.14 X., M,P'" 07001244W FFJPM, H4gsm 0 -,�7w Vj 07 00 (It OM PmVm— Nner. S Aug00 f 14 0M reeftme - 7t"--r. S X! 00 A SLWan 2 - Ladder 2 8 - Suftm 2 Lad&r 2 C - sta6an 2 , Laodw 2 A .. Station 2 .. Ladder 2 8 - Station 2, Laddor 2 070052400. Fuvr?o- ramt�m 07 go 1.2-t 00s F.-remew - camw%, X1 077 W IN om rqevaer - Cumn. 0 7 Co �'. 2 4 X" Fif M... 0 07 00 i�124 00> ViiNhter - Tgrntr, R % 0? 00 04 W Pftfr- W - COVW004, I.' Q7 00 U4W,, Fvtf%htef - Mt( .1-jade. L 07 00 ja W F ;i 07 0ou 4 W: 0700 a4 Wt .............. ........... ...... ... .. ......................... 071W 14 MM O-Amisnl - khry�.W-, ...................... ................ - 10 13 U IS a - Stag" I - Eng I C - stawo I Eno I A SUnim I Eno I Is - st."O" I Eng I I,Engl 0700 (14 0M t4own flarton 0 �' 07 00 p t WI c4pwn Cov?4,00"I 3700 QZA W CAPWA - ISCOM'. f 00 211 =5 catain - Urtm, D c; M a 0700 07 00 (24 W ff. ;PM --- WUfod, S i;y -,0 42a w9m. - Donan. -,a ?24 ow Fi,;-Pm - *8r, T A 00., WPM - 414M. S 0704 u,4 = F ffpm -- tk-n �n. 1 07 -.0 07 00 J,6'4 ft Pwefthter - Unw, 3 07 00 (2,4 w f:1r,tk�1W - (AMMM M '3 7 00' 24 00f 0 07 00 ('24 00*.- Pirttk+."ef --Twner. S Q7 00.1-24 = P ".. we cwf tw, m 00 A , stlt-liom I - Mwic I C -> StNI)CM I M*ft I A - Swim I,- VWk 1 8 - Stotton I Wdic I WW" A t Rotatin Uelle g Overtime With the Eso Scheduling Rotating Overtime 'ueue, employee receive text messarres re'rar 9 dincy open shifts based on who is "tip next" to work overtini.e. Emplovee cansign up for an overtirne opportunity by clicking a link in their text messages or passing up the shift in which the software would send a text niessage to the next person in line. Qualification Shift L at Shifui:'. Start Time (nit C pntpr P4CO Out By M Eunp ID Wive II FT/P r Wt Oftedic Rite Hou Cost Ut end Yes 99 IS S 8 9 3 0.11 i P 11 9 Yell' 5,,$ 2'%" 6 D.W. oj-IiIS/I 9 D 43 -I. DocuSgn Envelope ID: 4335F2FF-9BF2-4FUE-8560•FU5B8604B539 mm. n'p'j ESO Scheduling to ESO Fire Incidents As a new incident comes in from CAD, personnel data is automatica►ly pulled from ESO Scheduling to populate the incident report with the right crew members based on unit assignment and time,, Vehicle Shift Edit Emp 10 Employee QuaNW10n. Date Start 71mo End 71me A -cm a - stabon I Eng 1 13232 Bartom, Dustin captwn 05/22. 0 -1 -0 0- 07-:00 24 0 0 - Station 1 Eng 1 3333.3 McLeod* Sean FF/PM 05/22 07*16-00 24, a - Station I - Eng 1 5:5 5!js Turner, Steven � ft a 1, Fre 05/22 07= 0711. 24,c 0 1%D R - Station 1.. AMed5c 1 123123 Bibby, RL4d cwwo 05/22 07-cOO 071, 00:00 ho— I 6 - station I - - med. !j4321 Curdn, Mase FF/PM 05/22 e 07-1100 DPW UN 00400 8 - Station I - Medic 1 0:87097 McQuade,,. Lauren Frefighter 05/22 074% 07 ,-,.W 8 - Station 2 - Ladder 2 +0 9990W Weber, Rebecca Prefishter 05/22 07-1.- 07 24,00 8 - Stanslan 2 - Ladder I M 999W3 Qassom,., Omar F% 05122 07, 07%00 24 6 * Statlan 2v Ladder 2 999wi Schrvverp Sera .1tutenant L'. 05122 07 00 07 24(. Is Detailed Reporting Options Romp ESO Scheduling provides flexible reporting options for querying schedule data. Easily save filter sets as templates to run the same reports quickly at any time. Detail From 03/29/2020 To Sf22/1020 13232 Barton,*Dustin 0 Eng f. B:r. Statj n13232 Regularr Shift Captafn. 4/281202007*07.00 ,� 00 24:t}0 SI R Barton, Dustfn 5 Statlon 1 EngRegular Sheft Captain S/1/202Q 47:00 B}7:00 24:d0 Si R 13232 BartonDusttn 8,, Statlon 1 Eng 1 Regular Shift Captain07:� 5/4/2020. 24,900: S1 R 13232 Barton,, Dustin 8 Station 1.Ong 1 Regular Shift Captain 5/7/2020 07:DO 07;00 - 24:00 51 R 13232 Barton,, Dustin Station 1, - Eng i5%iQ/2020.07:t� 8Regular Shift Captain q7;� 24,,00, S1 R 13232 Barton, DUSYhI B Station 1 Eng 1, Regular Shift Captaan S%13/2020 07:00 Q7:00 24.bU 51 R 13232 Barton, Dustin B aw Station i,m Eng 1 Regular Shift S/16j2D20,- 07;d0 07.E 24:04.-� S1. R .13232 Barton, Dustin B Station 1-Eng I Regular Shift Captain 5119/2020 07;OD 07x00 24*00 S1 R BartonDustin 8 Station I Eng I Regular ShIfft Captain 5/22/2020 07.� --tOO 07:00 24#00 si. R13232 ', 123123 Bibby, Re+d B Station i - Medic Y Regular Shft Captain s/zzlzoao ors orao D0:00 S1 R ', 97769 Carreon, Monique C Station-1,w Eng 1 Regular Shift Firefighter 4/20/2020 a7:i10 a�:tl0 24*00 S1 R ', 97769 Carreon, Monique C - Station 1- Eng I Regular Shift Firefighter 4l29P2020 47,00 07.00 ?4:40 Si R 44 ........... ....................... DocuSign Envelope ID: 4335F2FF-9BF2-4FDE-135(30-FO,5[3f3604B,531 n i u it .................................................... .......... ..................... .................................................... - .......... .......................................... - --- ............... ----- - ----- --- ------------------- -- -- ----- ---------- Mobile Access Employees and managers can access ESO Scheduling on phones via the web, 'nie mobile experience provides a "phone friendly" view making it easy to navigate and use scheduling tools. 8SO eso 'Chso f fps TUmef, Strmr. Date., 0S.20.'2D 132 3 4 5 7 8 9 S1 ubk,W, Open Shift Nobfiration Timeoff Type Open Stift, - qrefthttar on A - Stabon 2 - Laddee- 2 to it 12 13 14 15 iG co 5�21,12.020 at 07,CD for 24,03 hom a,, Vre ....... ... Day Requested . . . .. ...... Demo... C.: tk t# ,% nk be ow to p`ck up shift, <.j /dd yyy; 17 18 19 20 21 23 SC: e U: ns 4=5 Sb(t rim RE Qt26. 355DVS2OSiSZT5m5tf8AI87112 ............................................ ......... ............ 24 25 26 27 28 29 30 taqgc="_bIank'>P.tk up Oe. <ia> . ......... Oulation *rid mp,.- 31 ............ . . . .......... . OV Day — --------------- - - F fom: tp Tirrw Date, 05, 11 'all ANI S End nme ::.:�Friday 5/22/2020 a.., . ...... - .......................... .... .. Subjed,New Polky -Registered Maji:* . . . ......... ................ ......... ...................................... Get to. k�.Yark on fte.... .... Nate to SchMuler . ... ..... - .. .............. . %A: I . ............. -Ow— Ihi: Ffom. Stften Umef M tv 0 5,-�,A?20 1 1::�� 17 Am 4a Subject: New Poles f.grqh�rered?ftlb Pease rwievv and ackoc—Medle Me anached PC Cy 34 Ftom, T.I��c: Stem McA11W20 6,0 PM DocuSign Envelope ID: 4335F2FF-86F2-4FDE-B580-FOb886048531 WW.f°\. ' Asset Management Features SYSTEM BEiVEFITS ✓ Atigi1 and standardize daily operations. Whether you're looking for a system that 'Integrates into your existing workflow or want to build out new processes from scratch, the system will ensure HNI continues to run like swell -ailed machine. Scheduled checks, maintenance and other tasks won't fall through the cracks on our watch., Plus, when everyone knows what P checklists are needed, you can stay aligned on station duties. ✓ Knaw what's happening your station in rea! tame. Know everything that is going on at your station with detailed data capture and robust reporting fueled by our dynamic checklists, Plus let team members know where they need to be and when with flexible alerts. Our notification system allows you to set upone-off or recurring notifications depending on your team's needs. ✓ Access data wherever you are. ESO AIC is a cloud -,abased solution meaning you can access the data from any Internet -connected device at any time that's convenient for you, At the station, from your office or during a city council meeting -yes, yes, and yes, *00 Improve accountability. Don't be in the dark about what happens in your agency,ESO AIC makes it easy to keep everyone accountable with digital records of station operations. Vo Save time. Paper checklists take time to document and can easily be misplaced. ESO Checklists keeps all of your documentation in one place and accessible for audits, annual reviews and building SOPs, r%p%�0%toV0nV00 usAfCOil I oplify OVPSQ ��t: checklists d eI and, train crews on operations smooth. Streamline workflows,: No more guessing about which check is due when and on which date, AIC makes daily checklists fly by with easy to use software and dynamic features,, +r Easy to use: Simply follow the prompt's and you'll be done with daily, weekly and other checks in no time., The software was designed by and for field providers who know the industry inside and out. Docu&gn Envelope ID: 4335F2FF-9BF2-4FDE-B560-FO5B8604B531 nina jA Dynamic Dashboards provide the information you need at your fingertips. ---- ------------------ I- ActionabLes Set it and forget it. ESO Checklists lets you create arid edit dynamic checklists which run automatically once they are configured by the administrator. 47 DocuSign Envelope ID. 4335F2FF-9BF2-4FDE-B560-FO5686046531 ........... w............................... With save -as -you go functionality, needing to pause 'is no problem. AIC will automatically save your `Eflgsnf ESO Assets, 011y check',.pawd t-p S*&A McLeod 1 Jx'� aga w4h I *-Ut -0 14. Tr .-I Agom COMOW(q'd . ....... .......................... ................................... ... ....... 2011 Mvffig a kom g % % gg % . . . . . . mm"gY.- msn ....... ...... ............. ..... . ..... ... ..... .............. Q .. ... ...... . . .............. x 0*1 .... ... ..... . . . . . . . . ............. elf POW -VT -DVIti" Not "V .. .... ..... .... ..... ...... 11,11-el M�I fmlod �'4t P wa. �400A *A 4,ky W 0 14 t4 I VT. rat lo maint"Anm Al :'its: %,VW^ &aw "t Create your own reports or save your report filters for easy access later to gain clear insight into your department's operations. From when tasks need to be completed to which Items, are out of service, you'll have it all under wraps. 48 -31 DocuSign Envelope ID, 4335F2FF-9BF2-4FUE-B560-FO568604B�) nut /A Set permissions to ensure that access to daily checks or other checklists items are assigned and viewable by only -those who need them. Plus, administrators can easily assign work to workg,roups or individuals. Overview for Department sr. , f .{y .!•}�f,Cx:: f„f ' +;�:yc ' ; 'Y:Sii .} 6?{'. r r . �y �'" ' %.; UX C?*W 09. Y.A<402MA. W-M I =1 - ®R 3. KA OEM IM sun -------------- ---- ---------- ----- -- ----------- Intelligent questions guide you through checklists, so nothing falls through the cracks. 49 DocuSign Envelope ID, 4335F2FF9gBF2-4FL)E-8560-FQ;'D'B8604B531-,- _n I DR, A Lo highlight damage or misplaced equipment. MA Create automatic or one-off communications to notify the people who need to be involved via the dashboard, alerts or ernalls. 50 OocuSgn Envelope ID: 4395F2FF-9BF2-dFDE-8560-F0588&048531 � j�IDIj i� Technical Features, Security and Delivery Syste»: for Services ESO use the Software -as -a -Service (SaaS)model of softw delivery, Microsoft Azure is our data hosting facility. Basedin Virginiathe data hosting facilities are SAS i0, Type II, PCI compliantand meet a number of rigorous requirements that help ensure the security of customer data at all times: • Disaster Recovery — ESO's disaster recovery measures include built-in redundancy for each component of the hardware infrastnacture, including multiple database -servers with aRaid-5 configuration. Al1.HIP.AA-sensitive data stored on the field device is encrypted,, Any data transmitted over HTTPS protocol to the central database is encrypted, 1 Additional safeguards ensure that information is not inadvertently shared with unauthorized individuals on an end user level: Email addresses andior fax numbers are assigned to specific incident locations. Ifa user rxishes to email or fax a record, that record can be sent only to the address or fax number associated with that facility,, Hospital administrators who are assigned login access using BSO Patient Tracker or HealthC7,�'W' Data Exchange will be able to access only the records for patients transferred to their particular hospital. DocuSign Envelope ID., 4335F2FF-9BF2-4FDE-B560-FO5686048531 _niva /A Procyrarn Below details the implementation plans for products. Included at the end is a sample Pro.Ject task chart that walks through some more detail regarding timelines and responsibilities, Most adinin training is handled on-line, while user training is typically performed on site. The most important part of the implementation process is the return of the set up file. Round Rock FD will fill out a spreadsheet with details regarding personnel, locations, shifts, zones, etc. that will be used to create your agency shell. Once the spreadshect is completed and the agency is created, the implemenation timeline begins. All works is being completed by ESO and its employees. There are no subcontractors needed. ES O is compliant with all appliccablales and regulations of Federal, State and Local governing entities. A E H S1 C1 aj DoouSgn Envelope ID:, 4335F2FF-98F2-4FDE-8560-F0588604Bb31 -nID11 /A------------------------------------------------- F.W. it ESO places a special emphasis on the to train the trainer concept' by identifying the need for "power users" to receive more advanced, or detailed, training. These power users are expected to learnthe if product well enough to educate fiature e ployees and provide refresher training necessary. Further, once the system is placed into production, ESO offers customer support,regional learning opportunities, and a host ofmaterials available for training. We do not train our agencies and leave we support our agencies and their end users through the lifetime of the. contract, Customer support is included within your contract. MILESTONE I PROJECT KICKOFF OrN After the call, Eaw willprovide the agency's project implementation team a summary of * the call along with the agreed upon project timeline, including milcstonc-s for: • Documentation return • EHR system setup by ESO • Z Interface programming and testing, if applicable � + Online administrative training • Completion of EHR syste setup • Mobile software installation and testing • End user training End user practice f • Post -implementation follow-up • ESO and the agency's project lead can discuss the scheduling of additional meetings and other means to report progress. ea"I &%ft& TEM ETUPM -,IIIIIII)NI GATEG A1VTD MILESTONE 2.* INFORRLN V 0 11 Delitiierables: Agency Account Provisioning 0 immediately Agency setup begins after ckoff and last for a &,ftroxi*mately two weeks. The m1*1estone %W PPft e frame maY varyependding on liow quickly theretu s the compIcted setup file and how quickly the agency completes its pot-tions of the system setup after the account is setup'by ESO. ESO creates a tenant account for the agency in ESO Sui*te anmports te I*normatonprovided in the dihfi 53 aocusi9n Envelope ID,* as3sFZFF-seFz-FOE-BssaFo5sasoae5s1 fIIII agency's EHR setup file, including personnel30 units, vehicles, facilities to and fTo which they 45com only transport patients. When this setup is complete, ESO will provide desi'gnated agency users iincludes with login nfo ati*on to complete the agency portion of the setup. This ESO will train agency administrators on this functionality during the online administrarive training session and also will provide detailed help guides to assist administrators throughout this process., IBC MONITOR 3 6 INS Mii;,ESTONE TALL•ATION OF �tOBII,E S4�°TWA.REY4'AN.D CARD INTERFACE Deliverable,* Mobile Software -Installation ESO will provide the link to the mobile software to the designated agency contact. The agency is responsible for deployment of the mobile client on the selected hardware, This may occur Mi*lestone 2. ESO providesQP.simultaneous with instruction and support to the agency staff responsible for this task. Installing ESO EHR Mobile invotves the following steps: • Install prerequisites if necessary (included as part of installation package) 2 0 Installmobile application and software for cardiac monitor interface(part of i*nstallati*on package) N`*(A1�trovE�E�' A R II.,19oNLi�E ADMIISTRATIVE T MILESTONE 4* I' Deliverable: A line Training IV Local admin training usualioccurs wi*thi*n one week after ESO receives the completed setup file W -10from the aizency, This trainin.als- generally three hours in duration and should be attended by anyone %wrIsinwho will be participating the administration of the EHR system and who has a good understanding of the department's processes, ESO utilizes GoToMeeting for online training and the maximum number of attendees is 25. Training objectives and activities include: • A brief overview of the ESO EHR applicatian • Adding additional facilities, units, vehicles etc. beyond those entered by ESO during .initial system setup Configtaration of clinical data including impressions, interventions and medicatians 54 DocuSign Envelope ID:4335F2FF-9BF2-4FDE-8560-F05886048531 WIM . n I D I I H • Configuration and maintenance of the ESO administrative console 0 Adding a company logo 0 Assigning user names 0 Assigning roles and claims 0 customforms Loading agency -specific, • Adding agency -specific billing authorization language • Establishing agency password- and lockout policies • Creating data retention, patient lookup and update settings • Creatingnew users and assigninguser roles and login credentials %00 MILESTONES: MOBILE SOFTWARE TESTING MILESTONE (i: BILLING INTERFACE (IF APPLICABLE} Deliverable: Billing Interface Testing ESO Solutions has successfully completed billing interfaces to a variety of billing software ackages. During the implementation phase, ESO and the billing partner will work together to deploy and test the interface. P.&SO A& V T�ATNIN7 LlMINISTRATIVE (QM(REC?RTING) iViILESTO�TE JoWaft, Deliverable.* Online Training This training takes place online as a separate online session. ESO conducts this training using regularly scheduled. bi-monthly GoToMeeting sessions and it is recommended that all of your any given class. A class for supervisory and billing staff attend. They do NOT need to pre -register schedule will be provided to you at the completion of your initial adminiskrative training session as well as information on how to join the ongoing training sessions. This training usually lasts two hours. * The focus of the additional adm;nistrative training is to prov2de: • An overview of ESO Reports • Detailed class over the usage of the ESO Quality Management system • In%rmation specific to the processing of F3illing Records MILESTONE 8: t7NSITE END LIFER TRA1�VTNCi 4 0 Deliverable.* Unsite tr°wining This activity typically occurs appraximately ten days before system go -live. This final phase of training is designed to familiarize end users with the features and f.uncb^ona1i'ty of the E11R module. The goal of end user traininja is to reach as anfield users as possible and to develon a core groupY of power users fro the EMS organization. This group wit► provide a cohort of local trainers to teach future staff. This training takes users through each tab of the EHR application, giving them in-depth views info the functionality and usability of all aspects of the software. Users will be provided with oppounitiesrrtfor hands-on involvement with the sofhvare to reinforce lewlling a nd gill be given 55 ---------- ...... % OocuSign Envelope ID: 4335F2FF-98F2-4FDE-B560-F05B8604B531 � (� I U II ample time to ask questions about any issues they may encounter during day-to-day use. Training Ob�CtI ves 1I1C1U��:* J security,including• Overviewof data flow and system creating login credentials • Entering patient data on the ESO EHR Mobile software as well as the web -based application (this will include descriptions of all fields and data flowexplanations) ep48• Extended sessions for training end users and troubleshootingissues (if training power users) ESO recommends two end user training sessions per day of onsite training. Each end user session It lasts approximately 3 to 3.5 hours. Ideally, classes of 20 or less are held in an apprapriate classroom setting with projection and wireFess Internet access. End users follow along on mobile computers, are.preferred.Power users stay all day wl*th a standard training session in the momi*ng and iin nw&depth training the ESO's implementation team work carefully with the agency to meet all training needs and requirements. Selecting which individuals from the organization will. leam how to use and teac.h others to use the software is vital to the success of the project. These power users wi*11 gain an in-mdepth knowledge of 90 ItIs ES(? EHR and will ensure continuity in staff education by providing training and mentori'ng to the If40 initial rest of the organization, includi*ng new employees who join the agency after the onsite training and deployment have occurred, The power users selected will receive advanced information about EHR systems in general and ESO EHR in particular. They should be comfortable with technology, be champions oiE50 and have a clear understanding of the organization's internal processes and objectives for data collection. Note that these individuals will not necessarily be the people with the highest rank or the longest tenure. they see fit, MILESTONE 9.9, REGULATORY COMPLIANCE County Regulatory reporting systems, DocuSign Envelope IQ:4335F2FF-98F2-4FQE-856Q-F05B8804B531 i it - - MILESTONE 10: SYSTEM TESTiNG laelzverable: Sign Agency Off Agencies are encouragedtestingwith ESO and mov. e, to full use of the system wl"thl*n ten to inibti*ate days of training. MILESTONE 1110 SYSTEM GO -LAVE AND PC}ST-IM LEIvIENTATION L1PPORT AL Deliverables: Lire Sand Ongoing Support Ongoing Training 57 r� UocuSign Envelope 10. 4335F2FF-.QBF2-4FDE-B560-FO5B8604B531 rl 10 11 /A Implementation ol'Asset Afanagement ff'ork Plan The milestones listed below include the responsibilities of Round Rock staff in the implementation of ESO's AIC software. Coordinating training dates., testing the software, and providing prompt responses to implementation asks are a few of the key items that can either speed up or delay the implementation timeline. The proposed work, plan is a guide. ESO will work closely with designated project managers for a si-nooth implementation. ESO understands the scheduling needs of the emergency services environment, having successn'i'ily.iiiipleiiietited the software for thousands of clients of, .,ai-ving sizes and needs. ESO places a special emphasis on the train the trainer concept' by identifying the need for ` power users" to receive more advanced, or detailed, training. These per -users are expected to learn the product well enough to educate future employees and provide refresher training if necessant. Training of power users may take place either in person or online, as requested by the Customer. Further, once the system is placed in production, ESO offers customer support, regional learning opportunities, and a host of materials available for training. 'We do not train I in our agencies and leave — ,ve support our agencies and their end users throu(--Yh the lifetime of the contract. Customer support is inciuded within your contract, ESO's AIC software uses a seven -phase process to complete the installation and support ofthe software, --- - ---------- - --------- ........ ­0 ap MILESTONE 1,-, PROJECT INITIATION 'UNC1.13I)ING P.L.,;'VNN1N(.;, INFORMATION GATHERING AND i..is"r CONVERSION To initiate the implementation process, the ES O Client Services administrator will send the agency's project manager an a ency set -Lip worksheet on which sl/he can identify the key players from the 9 organization who will participate in the project implementation, assist in the proj'cct rollout the rollout team) and the ongoing administration of the software, Including but 110t finuted to, 11-10rency administrators. the sheet will also contain other information for setting up nc the tenant iluding ,� A complete personnel lists and. location names and information. .1n addition to this initial request, an implementation Kickoff call will be scheduled. During the Kickoff call., the states of the implementation process will be explained, and an initial timeline will be presented. The ES O Implementation Coordinator (,, 41c") will explain the "test bed" vehicle process ...... testing and tweaking to be completed by 1.11-11 based on a set of vehicles representing the various types of vehicles within the fleet. The timing ofbuild outs and training sessions and the composition of trainino 'll also be explained, A w project go -live date '11 also be wi confirmed. At the conclusion of the call., the JC will send the pro'ect manager the Vehicles M DocuSign Envelope ID: 4335F2FF-96F2-4FDE-B560-F05886448531 n I D I I /A Wnrksheet to be used for building out the lists for the Test Bed vehicles. Instructions will also be sent along with a link to an instructional vl*deo de onstraft'ng the proper way to fill out the Isworksheets. The agreed upon ti'melinewill also be sent to the project manager as a document at this time. initialThe tenant will be setup dun"ng thl"s phase with loizi'ns for all orgam"zati"onal key players. All necessary organizationalbrought into the system including locations and their be accompanying information. The project1" ti'ation phase will begin within. fifteen. (,.*1.5) days oithe effective contract date and will last between fourteen (l4) and thirty (30) -days. VIiLESTONE 2. TEST BED" APPARATUS BUILD N1LETNE 3: C}NLNE INI5T IE TRA (OVERVIEW) ILEST N :TESTBED VEHICLE TESTING Once training is complete, the IC will be notified, and a testing start date (initial rollout) will be agreed upon, The IC will then enable the system to prompt checks as of the testing start date. The project manager will coordinate with the rollout team and commence regular checks on the test bed vehicles as of the testing start date. T}pically, ESO recommends a testing period between one and two weeks, getting through at least one regular cycle of checks (daily checks and weekly inventories, typically.). There will be iterative conversations between the IC and the project manager 59 OocuSign Envelope ID: 4335F2FF-8BF2-4FOE-856U-F05B8604B531n'Q'j & dunng this period to resolve problems found with the checks,., typical tweaking and checklist and workflow optimization. a At the end of this period, the project manager will sign off on the final test bed builds. iTSILESTONE 5 DEPARTE�►1TAL APPARATUS, PERSONNELAi�ID ASSE BUILD Using the test -bed vehicle templates, the implementation team will now build out the rest of the dbd& organization's vehicles and checklists. If there are vehicles that do not have a template,the customer The use additional vehicle worksheets to build these vehl*cles and deli*ver the to the 1C4 IC and will projectmanagerwill coordinate during this phase to ensure agency -wide vehicle build -out is complete. The IC will also be i porti"ng all personnel into the syste at this point. The IC will wait until this stage for personnel input to prevent early access to the software by untrained users. Generic logins for all users will also be created. Further, the IC will be sending asset templates to the proj*ect manager duriang thi*s phase. Asset te Plates-, are used for ass creation of Iike assets (SCBA. bottles radios.. etc.). each wl*th thei*r own it C2 unique asset fields(make. model, date in service,etc.). Once the- project anager gets the asset templates filled out, they will be sent back to the IG formass creation and Y deplo- ent. Depending on the complexity and number of vehicles and assets, this phase will take anywhere fro one week to two months to complete. MILES'Y'ClNE 6.-v ONLINE ADMINIST" TIE T INNG (ADMIN) This activity typically occurs within one week of the departmental build -out. These trainings are 49 between two and two and a half hours long. ESO offers one to two of these training sessions a week via onlinemethods. However, at the request of Round Rock FD, these tral"nings can occur on sl*te, tois intended Ad ini'strator tTaining for the systemadministrators to finish teaching them all aspects of the software, concentrating for the most part on administrative tasks: 9Setup: and o Personnel o Permissions o Workgroups Q Distribution Groups o Notitications OacuSign Envelope ID: 4335F2FF-9BF2-4FDE-8560-F05686048531 ,nirjit H NV POST*mIMPLEMENTATION SUPPORT ILETt3E 7.&, SYSTEM GGl-LI'E A D After the Administrator training is complete, the IC will be notified. The IC Wi*11 confi the launch date with the proj*ect manager and the IC and pro'9ect will confirmwith each other the readi'ness for launch (everything bul*It out, users trained, etc.) and confithe go live date. Around one week to a couple of days prior to the go live date, the IC will schedule a pre go -live call. Any outstanding issues will be addressed including knowledge gaps and last-minute questions, 61 DocuSign Envelope 0: 4335F2FF-9BF2-4FDE-6560-FO568604B531 ------------- Implementation ofSchedtding Work Plaii ESE is committed to optimizing Round Rock FD's scheduling needs and delivering -the best training and support to ensure seamless onboarding. With extensive experience in the scheduling industry, I we've learned firsthand what's required to obtain the very best results for our clients. While we understand that every implementation is unique, we recommend the below best practices as a roadmap to ensure a successful deployment. . . . . . . . . . . . . o KICKOFF CALL: The purpose of this call is to help us better understand your scheduling needs to ensure a successful implementation. During this call, we will establish expectations, identify aspects of Round Rock FD's implementation that may require special considerations, address any questions about the training process, and schedule important dates. To ensure that the ESO Scheduling software setup and configurations meet the needs of Round Rock FD., your meeting attendees should include.- 0 Your key management staff that will be involved in setup decisions ESO representatives will include your salesperson and potentially someone from our training team to provide insight on the training process. We will cover a wide variety of items on this initial kickoff call including but not limited to: We want to fully understand your needs of the software. This will help us better serve you moving forward. 0 Identify who will be the ESO Scheduling Administrator for Round Rock FD. Identify any other management users that will need to be involved during the training process so we can add them into our Client Management System. 0 Discuss data integration to establish a workable schedUle for delivery. 0 Establish a target "Go -Live" dat'e. DATA INTEGRATI Data integration with Muni s is a crucial step in your implementation. We have found that the ad option of software by end users is higher and faster if existing employee data exists in the new system prior to the first training and recommend that this be considered a priority. The data integration steps will be dependent on discussion held at the initial kickoff meeting and which of the two data integration approaches are selected. 62 ....... . ....... . ..... .. DacuSign Envelope IQ:4335F2FF-96F2-4FDE-B560-F05686048531 n i D it Iy .y_0A-W`- ------------------------------- - --- ----------- -------------------------------- - - - -------------------------------------------------------- a �N. TRAINING, saftware ESOSchedulin is backed by a tea of professionals with the9 to deliver a smooth training process designed to maximize your software experience. Prior to in - person training, the ESO team will host a preliminary web conference to ass*lst in the apRound configuration of high-level optional features with key decision makers at Hock FD. ESO Scheduling training is typically provided online and divided into three one, -hour training ESO theopportunity tillo provide3-hour training at asessions, However one Round Rock facility to accommodate the needs and request of the town, The in -person training agenda will include the following topics., ion One • -P Introduction of ESO Scheduling • Setup of baseline schedules and rotations using our Shift Profile builder. Note that trainees will need to have hard or electronic copies of your operation's current staffing 41 needs and i'ndiovidual empPoyee rotab"ons to proviae the ue,s,t, recommendationsforschedule setup. your 0 Employee Profile Management 0 Qualification and Certification Setup • Your trainer will work with your team to ensure that a full schedule will be automatically created and populated in the software Staion Two 0Schedule and schedule management • Employee access and functionality • Management of employee requests 0 System administration tools and dashboard management S ion Three 0employee t*Manamn imecards 6 9 0•' Performin g payroll closeout * Timekeeping/payroll reports DLO ENT PREPARATION, 1 PC in -person deployment of ESO Scheduling i*nvolves the period between your training session I your "Go Live" date,, After your training is completed, we will contact you to ensure you feel is is 63is DocuSign Envelope ID: 4335F2FF-98F2-4FDE-B56Q-F058860AB531 V%'WWWW~ f" _rI I 11 ' ' %it * ' comfortable with the system. Further, your training representative will provide you with a custom deployment Plan after your last training session. Key steps during this phase includes: includingtraining, • Man.ek- Provide us overall feedback about vour 1* lementation urucvas data Vr - P integration, reporting, etc,. • Address any open issues the Round Rock FD may have, including any additional input our assistance you might need prior to go live. • Discuss and schedule additional or ongoing training you feel would be beneficial. • Training non -management employees. Training non -management end users can take a variety of forms at the discretion of the Round Rock FD. Alternative 'include,,, o Hosting an in-service meeting to train basic end users,, One hour should suffice for covering the basis system functianality. o Training basic end users as they come in for their shift or when they leave for the day on an individual basis. o Email the slides to all basic end users to review at their convenience. • Allow management to acclimate to the software,,, This step involves allowingmanagement level e ployees to 41playto with the software for a few days after training to prep for live use of the software, • Completion of key tasks, Your deployment plan will include a custom list of tasks for 'Mft�afft�� -10 completion to.. ensure every aspect of the configuration is complete. • Side by side period. ESO recommends atwomweek sl9de by slyde test run of ESO SchedulIng whilestlutilizingAll your existing processes., This testing period allows time to * work out any issues that may arise prior to relying on ESO Scheduling fully for processing payroll,, The impleprocess is now complete, and you are ready to go live, Key daily and weekly tasks should be carried out in ESO Scheduling to ensure the best results,, After training, you should have a good understanding of the following tasks.. If not, let your training:1 representabove know so you �%11 can schedule an online review, Daily Tasks 0 Manipulate and update the schedule to reflect rec+ Schedule orksheet. QacuSign Envelope ID: 4335FZFF-98F2-4FOE-8560-F05886048531 I D I I H Manage time off requests, shift pickup requests, and shift swap requests as employees submit requests from the basic user interface,, Weekly Tasks 9 Create and publish upcoming scheduled for basic end users to see Mailbox0Ch%,.ack the Master under the message Center for messages sent by employees 0 Updating employee profile information as needed 11 • Clearing employee discrepancies and reviewing timecards 0 Running Payroll Reports Once Round Rock FD is live with the system, your account manager will reach out to you to discuss transitioning to our Client Support Team., Whether you have a general support question, need technical assistance, or would like additional help with ESO Scheduling, the Support Team is here for you, The team is available anytime from 7:Q0 AM to 7:00 PM CST, Monday through Friday,, In the event of an emergency, 24/7 support is available. Support also includes access to a Live Chat system and our most recent support articles and video tutorials. 65 � 5 oocuSign Envelope ID,* asasFZFF-seFz-aFDe-esso-FosgasoaBsaI ._._ ,.n I D 11 Post-I.r�itiat imp ementationProcess ESO provides continual support to the customer. The assigned implementation anager remains the primary point of contact for 60-90 post go -five to make sure the process is running s oothly. After that initi*al ti e period, while the I'Mple entatl'on anager and re9i*onal account are always available to you, the primary point of contact of any issues becomes our support department, ESO also holds an annual user conference, Wave, in Austin, holds regional meetings, communicates via newsletters, and provides updated training tools for updates and release notes. Further, ESO iimmediately,mple ents state andates into the software and they evaluate all requests for changes to the hardware for potential implementation. Upgrades and Enhancements Historically, ES(? upgrades three to four timesyear. er Th'i's occurs during the 4.*00 a --6.,900a (CST) tiand generally only lasts 30 minutes. Asa SaaS service, upgrades and product enhancements are "delivered" (available) to the user on log in. it is important to note that mobile reporting is still available during this time, Bug Fixes and Patches Changes required by state and national agencies are implemented immediately and available to users on log in, as are any mutually beneficial updates, bug fixes, and patches. As a SaaS model, ESO's software automatically pushes upgrades and bug fixes to end users, reducing your efforts and allowing us to deliver targeted customer support. 66 %%%V ............ - - -­ ------------------------------ --- ----------- R AMR APR-," OocuSign Envelope ID: 433bF2FF-9BF2-4FDE-85B0-FObBS804853inips; Sample Project Implementation Timeline Below is a sample project ti eline based on a 60 day imple entation ft e Penod. The isI pie entation timeline begins at the time the setup file is retumed to the imple entation team.)rk backwaarrds from your projected go -live date Typically the tea... will W to determine the ideal timeframes to ensure a successful and on -time release. 67 ..:.::: ..... +.v:. Yv... Y..:.,vr...Y•:.nd;;.,p{M::: T}SOC'{;•.,\:. v-.-v,.:.r {a-,fi�N.{{q :::::{{{:v;v:•::k'v:T:v{:n:}:v:::{:•i: v.:{.}::.:'n:v:::::: .. .% ..:...... 4{•R!6.2...:......CTvfi{{.%mv.•i}ii}:•y}:4 n. v vn.♦v..v♦{\< ..iv.•ur:.w:' ....... .. ...............:........ ..:...:.......::............ .. ........ .v.................>:•}}tt.............mv:.v.,it••.vw.:. :w:::.w.v:v:.v.:: .. f.. ... ...............:.. ...... ...................r......................::..................... 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R� .. w .,v M\. a v A a,n v ♦ „ n. vvv4v♦ t ♦ v .., .....v.n t V ti v \ �t a• .....Y.....: ...; }. } ::,.: •. .:<?1�6!?C900?{.�.....•9.•AYJ}TNTTTT <.;<.iii: is i::::::;:::::<; �i>l'•:{i{iiisi:<•;<�ri:i:'v<�•}:}4:i:ii}ti�ii:Sii::i }{:4}i:::}! ii}F•v'}:• :}YJ}:•.{•}:': f: 4 , 4 : . n.. n......n.t....... r....v...........nr :}J .. .. . . \ na.i♦ n , w ..{+{<o tfi. }4� � w .n:\ww::.v. �. va ` -. `.. `. �, `{?<G%4: �{;{{♦.ku{:`:}i:{;ii: }: i..... .}:��'',"{r{.:' , \ �,\a}\\\�v2.: \`rt} i `.t w,},..{,�.;:......;.♦.♦} :<...,}.•`..C..:.....\yr..,tG.r,.t�:+n,,..<:i`:::Yk:: `r - i ff; Agency receives and begins completion of , ;:.. r /{: ,�\`..� N. T.. :\♦♦ }\�{{i j}J.t,• a,}'{`i ..Lk:>'n:}•'}:''i.ii::.}..ir..} � .vw�}:i}"v?i::�:; setum file ................. Y-We 1 and Round Rock Implementation Kick-01"Call high level overview of give a 10 day wina-low to get i -o"11 (p�+��Jpa pQf����a +y�{pQp 7g� 5y�'�� Q¢�g process) implementation Y q (}{ ,q�}'�EA ��®^pJ rppy Day 9 P.�id 6 Yi��im� �`^@$y and 2y'gJj Round �p�f pp Rp'�jp{ py'Q}q Rock 4vV��� �✓06 f�.R �0...�i6 R`0..� �,9 iff1 � �� 1r� � �l�� �� � appropriate �`,}y �^'Q^(''•0 Fr��D.ry6 F��..+wrr parties Round Rock to complete 0.sv e Mp u file. IThis is a critical step to starting the technical set up process of ESO. Tit -tie Agency fills out and returns set up file (usually takes 5-7t go -five hreceipt f the found Rockset up file from n fi ESO tenantl environment is created and set up file i imported by ESO 3 Days / // ------------------- n Training- Online classes for administrators Round rock to sit in on prescheduled Admin wirer. A week lag is given t EHR OperationalAdmire ..5 hours) 7 Days / / Round Rockallow time to work into schedule Round Rock to sit in on prescheduled �€� r�r� �' irk � °° R i ° x5 h 91512020 allow time to work into schedule Round k to sit in on prescheduled min webinar. A week lag is given t Fire Admin (1.5hours) 5/ Round Rock show time to work into schedule Round Rock to sit in on prescheduled Admin winre A week lag is given t Personnel Management Training (11 hour) 7 Days / Round Rock show time t work into This is for Round Rock to take information learned from admin Agency completes system setup (usually takes 3-7 days training and update site to fit with after all admin classes have been taken 1 found Rock operational reeds. This training is available throughout the 'Implementation process and beyond for any desired follow up training. Webinar trainings are free t Recurring trainingany user who would like to attend. OVA ---- — ----- Additional training modules are (Ana!ytics, Adhoc,, Quality Management,, HDE for EMS encouraged during the implementation agencies, ER Pre Go Live) Process. - ------------------------ -- - --- ------------ ---s Endmu-- --------------- ------- ----- ---------- - - - ------ ------- ------- ---,,er training: {Onsite or Online) - ------------------------------ - - - -------- - ----------- - - ----------------------------------------- - - ------- -- Time is scheduled for on -site training., Agency chedules Traini 3 weeksnotvuw requirea tor S ng "( Details regardi'ng number of 0nsifte � -of ;s uays 11$�111 IM Amas. J99% IdXhL API16L ;J5 zo zu JORM 26% oc19/1121-V 50 and Rounu u%iK is Ldayslsessions Onsite: Customizable to fit Agency's needs, typically two ---------------------------- ------------- ------------- sessions a day --- - ----------- - ---------- 3 Days ----------- 1i1J202Q 10111202 --- --- - --------------------- and Round Rock Perform on -site training -------- ----- ------- -- - — -------------- -- We tend to recommend a couple weeks End -user Practice (recammendation., IOwl5 days) --------------- --------- - - Moog 2 Weeks 10/1512020 10131/2020 164 Round Rock f end user practice before going live. installation of the mobile EHR software on tablets is relatively simple but does involve touching each device eitf°1@f Ix Mobile Software Installation and TestingRound 186& 91,/2U20 9/U Rock lNelftwevft cau and lPhyically or remotely. ----------------------- ESO provides instructions on how to set up the cardiac monitor interface. In Cardiac Moniir- Is installed concurrently with mobile some cases, assistance from the rnstali (if applicable) ------------- - - --- 1 wreak ----------- Sf1220 ------------ --- 9/30i2020 ESO and Round Rock monitor vendor is necessary. -- — ----------------------------------------- -- --- --- ---- --------- CAD integration timing is variable as we need to coordinate access to data fro either your CAD vendor or IT Is go administration. We allow ourselves the Interfaces/ 3rd Pa vIntegrations (May increase entire length of implementation to work implementation timeline) 60 uays -------- ---------------- 91112020 10131/2020 ESO and Round Rock on the part of the process. -------------- ------ - ----------- ESO will work with your billing. vendor to understand what type of file they need and any other criteria being used to determine Billing Interface set t.Jjn,..1 with biffin staff ongoing during what is and isn't being billed. Round Rock IMPlementation — ---------------------------------------------------- - 60 --- Days ------ ------ --------------- 9/1/2020 10/31J2020 ESO and Round Rock will confirm all rules related to billing, ESO has the ability to extract data in multiple file formats (xmi, ASCII, Sanitas, ZoPI, etc.) for seamless integration with billing software ............................................... ESO will coordinate with Handtevy to set--------------- Handtevy Import Setup (if applicable) ---- - ----- -------------- - 1 week 10/1/2020 10/7/2020 ESO up the link betweent the two programs,, -- ----- 1 --------- ---- - wills set up the HDE connection HDE___ - - - ----------- Connection {once agency is live with=LJR----- ------ ------ -------}----- - -- 1 Day -- 10-- -----------/31/2------ -020 - --- - - --------------------- --- --ESO 11/1/2020 ESO upon go -live - ----- ----------- -------- --- CAD Interface (May increase implementation timeline) - - -------- --------- - ------------- -- - ------------------ ----- -- --- ------- ESO works with Round Rock to get details ESO gathers requirements 2 weeks 9/1/2020 9/13/2020 ESO and Round Rack regarding access to CAD data ESO CAD development ------------ 4 weeks 9/14/2020 ----------- ---------------- 10/1512020 ESO - ------------ -0--ii iiis ------------- ----- ESO works IIIIIN on CAD development CAD Installation 1 week 10/1612020 ---- ---------- 10/23/2020 ESO --- ------- - ----- ESO installs CAD monitor Agency Tests CAD Interface ------- - --- - ---------- 1 week 10124/2020 10/31/2020 Round Rock__ Round Rock tests theinterface Completing a CAD interface will require the joint efforts of - ----- --- ------------------ -------- - ----------- -- - ---------------------- ----- ESQ, your organization, and your CAD vendor. ESO uses Web Services technology to deliver a secure and reliable way to transfer your CAD data. ---------------------------------------------------------------------------------------------- - ------------------------- - - -------- - - ------------ Data Migrations I Legacy Data {NEMSIS & NFIRS)a (If ----- - -------- -------------------- applicable) NEMSIS Data Migration- This process starts after agency ESO will receive NEMSIS compliant files goes LIVE with ESO EHR ---------------- --- ----------- - --- ---------------- -- - ------- ----------- 1 month --- - ---------- 12/1/2020 ------------------ 12/31/2020 ESO and Round Rock from previous vendor to import., NFIRS Data Migration- This process starts after agency goes - - - ---------------- ESO will receive NFIRS compliant files LIVE with ESO Fire Incidents --------------------------------------------------------------------------------------------- 1 month 12/1/2020 12/31/2020 ESO and Round Rock from previous vendor to import. P&I Data Migration- Ongoing through implementation process ------- ----------- -- ----- Round Rock will review the current Agency review-------s-----/---c leans dat------------ - - ---------------- a 1 monEh 911/2820 9/3 / U2 Round Rock data and update as deemed necessary. Agency provides roperieslinspections data fori'omport Round Rock sends the completed rota ESO ----------------- 1 week 10/1/2020 1017/2020 Round Rock spreadsheet to ESO for import Data file placed i queue for import 2 weeks 10/7/2020 10/20/2020 ESO ESO will import data- -------------- -- ------------- --- - - - ------------------------------- ------------------------ State Data Reporting___ ----------------------- NOW- ------------ - -------------- -------------- ESO will set up the automatic submission. In some cases the state will require approval from the agency prior to setting 'ESO submits NEMSIS and NFIRS data on agency's behalf 1 month 10111/2020 1Q/31/2020 ESO up the process.. Additional ESO Products Implementation Timeline - -- - --------------- Asset Management and Checklist (Typically 60-90 days) This Page is too large to OCR . ................ . .......... . . .......... ...................... ........ ... .... ....... x- '. .... ........ 1AX.... .4 I' A I DocuSign Envelope ID:4335F2FF-98F2-4FDE-B560-F05686046531 � n�p�j City of Round Rock Report Management System for Fire Department RFP No,, 20-017 Class/items, 208-57 / 208-63 DUNE 2020 ATTACHMENT A PROPOSAL SUBMITTAL FORM AND EXECUTION NOTE: RESPONDENTS SHALL COMPLETE AND RETURN THIS ATTACHMENT W/TH :THEIR PROPQSAL. FAILURE TO QO SO WILL RESULT IND/SQUALIFICATION PROPOSAL. By signature hereon, the Respondent certifies that: All statements and information prepared and submitted in the response to RFP tnis complete and accurate, He/she has not given, offered to give, norintends to give at any time hereafter, any economic opportunity, future employment, gift, loan gratuity, special discount, tn'p, favor, or service to a City employee 'in 11 connection with the submitted response. Failure to sign the Execution of Proposal or signing it with a 19 false statement shall void the submitted offer ar any resulting contracts, Respondent represents and warrants that the individual signing this Execution of Proposal is authorized to sign this document on behalf of the Respondent and to bind the Respondent under any contract resulting from this request for proposals., RESPONDENT (COMPANY): ESO -------- -------- SIGNATURE (IN !): NAME (TYPED/PRINTED) Allen Johnson TITLE: Chief Product Officer DATE:7�14/2020 STREET:, 11500 Alterra Parkway Suite 100 ----------- - - ----------- ---------- CITY/STATE/ZIP: Austin, TX 78758 - ----- — ------ - --- - --- ----------- ------------ - --------------- ------------- ------------- TELEPHONE AND FACSIMILE NO.: 866-786-9471 it 6 E-MAIL ADDRESS. allen.johnson@eso.com FEDERAL TAX IDENTIFICATION NUMBER (FIN)* 36 566209 --------------- -- ----- ----- By submitting a response to this solicitation, the Respondent agrees that the City's standard Definitions, in Terms and Conditions, effect at the time of release of the solicitation, shall govern unless specifically provided otherwise in a separate agreement or on the face of a purchase order, Said Definitions, Te s and Conditions are subject to change without notice, It is the sole responsibility of respondents ko stay apprised of changes, In addition to the above General Terms and Conditions listed in Section IV, the City's Definitions, Terms and Conditions shall be enforced and part of the contract and can be obtained from the City's websi#e at. has:Jlwww,,roundrocktexas,,qov/de-p--art@" ments/ h rc 1-611"AAAAR" Page 18 of 22 OocuSign Envelope ID: 4335F2FF-9BF2-4FDE-B580-F05B8804853i (", Ipij City of Round Rock Report Management System for Fire Department RFP No,. 20-017 Class/item: 208-57 / 208-63 DUNE 2020 ATTACHMENT B REFERENCE SHEET PLEASE COMPLETE AND RETURN THIS FORM WITH THE SOLICITATION RESPONSE SOLICITATION NUMBER: 2fl"017 RESPONDENT'S NAME: ESO DATE,: July 17, zo2a 00001100110 Provide the name, address, telephone number and E-MAIL of at least three {3) valid Municipal, Government agencies or firms of comparable size that have utilized services that are similar in type and capacity within the last two (2) years. City of Round Rock references are not applicable. References may be checked prior to award. If references cannot be confirmed or if any negative responses are received it may result in the disqualification of submittal. 1. Company's Name Baytown Fire Dept Name of Contact Dana Dafbey Title of Contact Assistant Chief E-Mail Address dana.dalbey@baytown.org Present Address 201 E . Wye Dr. City, State, Zip Code Baytown, TX 77521 Telephone Number281420-5381 Fax -Number: (281 )413-8030 (cell) 2. Company's Name Austin Fire Department ---------- Name of Contact Mark Tomasek Title of Contact IT Systems Administrator -Knowledge Management Division --------------- - - ail Address mark.tomasek@austintexas.gov -- ------- - - ------- ----------- ------------- Present Address 4201 Ed Bluestein Blvd. City, State, Zip Code ---------------------------------------------------- TX 78721 Telephone Number ----------- 512 554-5957 cell) Fax Number:A 3. Company's Name Palo Alto Fire Department - -- - ---------- -- ------------------------------------- - Name of Contact Kim Roderick Title of Contact --------- -- ------- ---- - --------- - -- - - - ----------------------------------------------------------- EMS Chief E%*Mail Address kim.roderick@cityofpaloalto.org ---- Present Address 25Q Hamilton Ave {PO Box 1425Q) ------------ - City, State, Zip Code Palo Alto, CA 94303 - - -- - - --------- Telephone Number - - - ----------------- -- - ------ (650 444-6244 Fax Number, { ) FAILURE TO PROVIDE THE REQUIRED INFORMATION WITH THE SOLICITATION RESPONSE MAY AUTOMATICALLY DISQUALIFY THE RESPONSE FROM CONSIDERATION FOR AWARDS Page 19 of?2 ATTACHMENT C SUBCONTRACTOR INFORMATION FORM COMPLETE AND RETURN THIS FORM NITH THESOLICITATION RESPONSE SOLICITATION NUMBER* 20"1fl7 RESPONDENT'S NAME: ------- --ES-0 DATE*. July 17, 2020 ------- ---- 0 CIRCLE ONE a NO, i WILL NOT USE SUBCONTRACTORS ON THIS CONTRACT YES, I INTEND TO USE SUBCONTRACTORS ON THIS CONTRACT If yes complete the 'Information below 0 Add additional pages as needed YES Page 20 of 22 DocuSign Envelope 10: 4335F2FF-9BF2-4FDE-8560-FO5B86048531 flioa ''A ROUND RGCX TEXAS Pumomsm annwm ADDENDUM CITY OF ROUND ROCK, TEXAS -0) Um- O DocuSign Envelope 10: 4335F2FF-9BF2-4FDE-B560-F05686048531 � I D Ij f"� ---------------- ---- - ---------- ------- • Section 1.3.5.3, Page 1, City of Round Rock Insurance Require ents. Intellectual Property Rights: ESO offers cloud -hosted solutions as a subscription, and so our source code is not delivered to any given end -user of our software. Rather, the source code remains hosted in AV our secure environment, and customers take possession of the tools needed to interface with and inte ate data to and fro our software. Because of that, ESO cannot offer work- productrights or permit any intellectual transfer of its software,including in a statement of property work scenario -doing so would prohibit ESO fro providing its software to the thousands of fire departments and first responders who currently rely on ESO for their software needs. While ESO arCes thatanyi'nf.o ation input into our sofhvare by a customer belongs to that customer. the itwFF software ESO provides must remain the property of ESO. The following clause/clauses will require discussion should ESO's proposal be selected. 0 Section 60, Page 11, City of Round Rock Purchasing Definitions, Standard Terms and Conditions. Litigation and Audit: ESO is a privately as such information pertaining to any Litigation or finances to be confidential. Additionally, ESO has numerous competitors that seek to learn confidential legal and financial information a'bout the co pany. Vendor i'nf.ormah"on 'i's made public through the RFP process, so because of this ESO 10ff would not agree to share financial and legal information about confidential business practices which then would be accessible to our industry competitors. The following clause/clauses will require discussion should ESO's proposal be selected: 0 Part III, Section 2.B, Page 7, Report Management and Scheduling System for Fire 0 Department, • Part III, Section 2.C, Page 7, Report 1Vlanagement and Scheduling System for Fire Department; 0•Section 24, -Page 5, City of Round Rock Purchasing Definitions,Definitions,Definitions, Standard Terms and Conditions, 1. 97 DocuSign Envelope ID: 4335F2FF-9BF2-4FPdE-B560-FO5B8604B531 Quote Date: 08/19; 2020 ost Sheets" Customer Name: Round Rock F.re Department X11 (Services) Quote #: Q-18090 Quote valid until; 12/31.::;::2020 ESO Account Manager: Joanna Hallett CUSTOMER CONTACT End User Round Rock Fire Department Name James Lessard Email igossard@roundrocktexas.gov Phone (512.,..218-5590 BILLING CONTACT Payor Round Rock Fire Department Name Jennifer Patton Email ]patton@roundrccktexas. gov Phone 5- 12 -2- 18- 320-6 Address City Of Round Pock.. Brian Finger - Itc Round Rock TX, 78664 Billing Frequency Annual Initial Term 12 months ESO Fire Discounted Bundle 9 Stations $141905,00 '$OM) $19,350.00 Recurring Fire Bundle - Incidents 9 Stations $0.00) $0.00 Recurring Fire Bundle - Inspections 9 Stations $0.00 $0,00 Recurring Fire Bundle - Properties .9 Stations $0.00) $0.00 Recurring Fire Personnel Management 151 Employees $4,445.00 0.00 .3 Recurring Fire - Training 3 D ay a $2,985.00 $0.00 1 $2,985M One-time Fire - Training Travel Costs 3 Travel Cost $750,00 $0,00) $750.00 One-time IFC 2015 - National Codeset 9 Stations $1,255.00 IMOO) $1,255.00 One-time Fire Incidents NFIRS Data Import 7000 Incidents $49995,00 $4,9995,00) MOO One-time Properties/Inspections Data Import 9 Stations $2,555.00 $2,555.00) MOO One-time Fire incidents CAD Integration 7000 Incidents $2,4915,00 .. $0.00 1 $2.495.00 Recurring ESO Scheduling - Setup & Online Training 3 Sessions $1,485.00 $0,00 ) $1,485.00 One-time ESO Loop Closure 151 Employees $3,695.00 $0,00 ) $3,695.00 Recurring ESO Scheduling Plus 151 Employees ,995.00 .00 _-9,9<00 Recurring FHR Training 3 Days $3,585.00 $0,00) $3585.00 One-time ESO EHR (SLS Version) 7000 Incidents $86390.00 $0,00) $8,390.00 Recurring *Additional fees may be appl>ed by Customer's billing or CAD vendor for certain integrations or interfaces, and Customer is encouraged to diSCUSS this with the applicable vendor. DocuSign Envelope ID: 4335F2FF-96F2-4FDE-B560-FO588604B531 Quote Date. 08/19/2020 ­Uost:Sheets" Customer Name: Round Rock Fire Department (Services) -18090 Quote #: Q Quote valid until. 12/31/2020 ESO Account Manager, Joanna Hallett Total Recurring $ 43,925.00 Total One-nme $ 17.610.00 Dismunts --(7,550.00) TOTAL $ 53,985.00 1. If the Customer indicated above has an ESO Master Subscription and License Agreement (MSLA) dated on or after February 20, 2017, then that MSLA will govern this Quote, Otherwise, Customer intends and agrees that this Quote adopts and incorporates the terms and conditions of the MSLA and associated HIPAA business associate agreement hosted at the following web address, and that the products and services ordered above are subject thereto: !Lqg:Z�bit�.I�ESOContract 2. The Effective Date of this Quote shall be the final date of signature. 3. If Customer has selected a third party to pay fees on their behalf, the applicable fees above shall be invoiced to the third party on Customer? s behalf, Round Rock Fire Department [Signature] ---------------- [Print Name] [Today's Date] For Fire, Scheduling, EHR, the following payment terms apply-, Fees are invoiced at the Billing Frequency after the Effective Date, with recurring fees due on the anniversary. DocuSign Envefope ID, 4335F2FF-9BF2-4FDE-8560-FO5B86046531 ------------ st Sheets (Services) ESO Fire Discounted Bundle Fire Bundle - Incidents Fire Bundle - Inspections Fire Bundle - Properties Fire Personnel Management Fire - Training Fire - Training Travel Costs lFC 2015 - National Codeset Fire Incidents NFIRS Data Import Properties/Inspections Data Import Fire Incidents CAD Integration ESO Scheduling - Setup & Online Training ESO Loop Closure ESO Scheduling Plus Quote Date: Customer Name: Quote #. Quote valid until: ESO Account Manager, Includes ESO Fire Incidents, Personnel Management, Properties and Inspections. 08/19/2020 Round Rock Fire Department Q-18090 121/31/2020 Joanna Hallett Includes Auto EHR-import or Auto -CAD import, federal NFIRS data reporting, software updates and upgrades. Includes the ability to manage multiple code sets, using those to developed customized Check -lists for inspections. The application allows you to schedule, manage, execute and finalize inspections as well as reschedule any required follow up inspections. Includes CAMEO integration, Pre -Plan view. Stores property and occupant history (presence of chemicals and tanks, Incidents, and previous Inspections). includes tracking of Training classes, certifications, credentials, immunization records. Discounted as a part of the F>Te Bundle. Daily rate One-time fee - covers all travel costs associated with on -site training option. Complete set of IFC 2015 codes to be used within the Inspections application. Data migration from previous RIBS platform, Data migration of Properties data and inspection reports into ESOs Properties and Inspections applications from a previously used RMS. Allows for integration of CAD data into the FIRE application. Ongoing maintenance included. Additional fees from your CAD vendor may apply. Webinar Training Session, Online incident (event, complement, complaint, etc) investigation and resolution tracking system for EMS and Fire. Online scheduling, messaging and detailed reporting, plus web -based time clock, attendance tracking, time off management and payroll output files. EHR Training Daily Rate ESO EHR (BLS Version) BLS ePCR software, DocuSign Envelope 10: 4335F2FF-9BF2-4FDF--B560-F95BB604B531 KniuiLz. In "Cost Sheets" (Optional Service) CUSTOMER CONTACT End User Round Rock Fire Department Name James Gossard Email jgossard@roundrocktexas.gov Phone (512> 218-5590 BILLING CONTACT Payor Round Rock Fire Department Name Jennifer Patton Email jpatton@roundrocktexas. gov Phone 512-218-3296 Quote Date: Customer Name: Quote #: Quote valid until: ESO Account Manager: Address Billing Frequency Initial Term Total Annual Recurring 08/031.:;:;'2020 Round Rock F're Department Q-17455 12/3L. 2020 Joanna Hallett City Of Round Rock, Brian Finger - itc Round Rock TX, 78664 Annual 12 months $15,459.00 ESO EHR Suite 7000 Incidents $ 12,890�00 $122890.00 Recurring EHR Cardiac Monitor Integration 7000 Incidents $995.00 $0.00 $995y00 Recurring EHR Training 3 Days $2,985.00 $0>00 $2,985r00 One-time EHR Training Travel Costs 3 Travel Cost $750.00 $0.00 $750= One-time EHR - EMS XML Exuort 7000 Incidents $995.00 $0,00 $995.00 Recurring nick peak 7000 Incidents $579.00 $0,00 $579.00 Recurring Total Recurring $ 15,459.00 Total One�nme $ 3J35w00 Discounts TOTAL $ 19,194.00 'TERMS AND COMMON& 11 If the Customer indicated above has an ESO Master Subscription and License Agreement (.MSLA) dated on or after February 20, 2017, then that MSLA will govern this Quote, Otherwise,, Customer Intends and agrees that this Quote adopts and Incorporates the terms and condftJons of the MSLA and associated HIS AA business associate agreement hosted at the following web address., and that the products and services ordered above are subject thereto.,, h2R.:Lb!t!yZES0Contract 2. The Effective Date of this Quote shall be the final date of signature, 3. CLIstorner may, but shall not be obligated to, purchase the products listed above, 4. Total compensation Is not to exceed $81,030.00 within the first five (5) years of this Agreement. 5. If CUStOmer has selected a third party to pay fees on their behalf, the applicable fees above shall be invoiced to -the third party on Customer's behalf. *Additional fees may be applied by Customer's billing or ,% --'.AD vendor for certain integraltions or in-Lerfaces, and Customer is encouraged to discuss this. with the applicable vendor, *at present, applicable taxes shall be waived if Customer submits a valid certificate of tax exemption to ESO upon or prior to submission of the signed Quote, DocuSign Envelope 10, 4335F2FF-9BF2-4FDE- B560-FQ5B86046531 Us heets" (Optional Service) DSO EFIR Suite EHR Cardiac Monitor Integration EH R Training El R Training Travel Costs EH R - EMS XML Export QuickSpeak Quote Date: CUSWMer Name: Quote #: Quote valid until: ESO Account Manager- 08/03 :2020 Round Rock Fire Department Q-17455 12/31.1.*` 2020 Joanna Hallett Patient care reporting suite, includes EHR web and mobile client, Quality Management, AdHoc Reports, Analytics, Patient Tracker. Allows for unlimited users, unlim?ted mobile applications, live support, state and federal data reporting, ongoing 1.'Veekly web training, software updates and upgrades. Cardiac monitors integration. Allows for import of cardiac monitor data via local or cloud integration. Ongoing maintenance included. Unlimited connections. Daily Rate One-time fee - covers all travel costs associated with on site training option. EHR data extract XML format. Integrated foreign langage translation application. r Docu&gn Envelope ID: 4335F2FF-9BF2-4FDE-B560-FO5BB604B5.q.1 U111UR k...? CUSTOMER CONTACT End User Round Rock Fire Department Name James Gossard Email igossard@roundrocktexas.gov Phone (512218-5590 BILLING CONTACT payor Round Rock F.re Department ',,lame ', ame Jennifer Patton Email jpatton@roundrockte1.xas. gov Phone 5,12-218-3296 Quote Date: 08/03 ' /2020 Customer Name: Round Rock Fire Departiment Quote #: Q-17456 Quote valid until; 12/31/2020 ESO Account Manager., Joanna Haillett. Address Billing Frequency Initial Term Total Annual Recurring ESO Fire Discounted Bundle 9 Stations $14,905.00 $0,00) Fire Bundle - Incidents 9 Stations Fire Bundle - Inspections 9 Stations ($0.00) Fire Bundle - Properties 9 Stations ($0.00) Fire Personnel Management 151 Employees $4,445.00 iMOO), Fire - Training 3 Days $2,985.00 ($0.00) Fire - Training Travel Costs 3 Travel Cost $750,00 ;1' $0.00 IF C 2015 - National Cadesiot 9 Stations $1,255.00 1$0.00 Fire Incidents NFIRS Data Import 7000 Incidents $4,995.00 1. $ 4,9915,00 Properties/Inspections Data Import 9 Stations $2,555,00 - t$ 2,5 5 155.00 Fire Incidents CAD Integration 7000 Incidents $2,495.00 ..$0.00) City Of Round Rock, Brian ,Finger - Ito Round Rock TX. 78664 Annual 12 mon;-hs $45,330.00 $19,350.00 Recurring $0.00 Recurring $0.00 Recurring $0.00 Recurring Recurring $2,985�00 One-lirne $750.00 One-time $1,255.00 One-time $0.00 One-time MOO One-time $2,495.00 Recurring Assets -Checklist Bundle 38 VehTles $9,795,00 $0.00 $9,795,00 Recurring Asset Management and Checklist - Training and 38 Vehicles $1,995.00 $0.00 1. 1,995.00 One-time Implementation ESO Scheduling-, Setup & Online Training 3 Sessions $1,485.00 i , $0.00 $1,485.00 One-t*me ESO Loop Closure 151 Employees $3'695.00 1$0.00) $3,695,00 Recurring ESO Scheduling Plus 151 Employees $9,995.00 $0.001 $9,995,00 Recurring *Additional fees may be applied by Customer',s, billing or CAD vendorfor certain integrations or interfaces. and Customer is encouraged to discuss this with the applicable vendor. -'-,If present, applicable taxes shall be valved fl' Custorner submits a valid certificate of tax exemption to ESO upon or prior to submission of the signed Quote. DocuSign Envelope U 4335F2F F-9BF2-4FOE-B560-FO5f386O4B531 UHUIL k-,,- "Cost Sheets" Quote Date: Customer Name: 08/03/2020 Round Rock Fire. Department (Optional Service — Quote #: Quote valid until: Q-17456 12/31/2020 Asset and meat/ ESO Account Manager: Joanna Hallett Inventory Ong\/) TotaNecurring $ 45,330.00 Total One-71me $ 16,020.00 Discounts $ (7,550.00) TOTAL $ 53,800.00 TERMS AND CONDITIONS: 1. If the Customer indicated above has an ESO Master Subscription and License Agreement (VI LA) dated on or after February 20, 2017, then that MSLA will govern this Quote. Otherwise, Customer intends and agrees that this Quote adopts and incorporates the terms and conditions of the MSLA and associated HIPAA business associate agreement hosted at the following web address, and that the products and ser%Aces ordered above are subject thereto: http,.,Lbitly/ESOContract 2. The Effective Date of this Quote shall be the final date of signature. 3. Total compensation is not to exceed $235,120.00 within the first five (5.) years of this Agreement. 4K If Customer has selected a third party to pay fees on their behalf, the applicable fees -above shall be--i-n.y.olced to the third party on Customer's behalf. Round Rock Fire Department [Signature] [Print Name] [Today's Datel For Fire, EHR, Assets, Firehouse, Education, Safety Pad, Scheduling, the following payment terms apply: Fees are invoiced at the Billing Frequency 15 days after the Effective Date, with recurring fees due on the anniversary, DocuSign Envelope ID, 4335F2FF-96F2-4FDE-B560-FO5B8604B531 k[HUIL ka Quote Date: Customer Name: Quote #' Quote valid until, ESO Account Manager: ESO Fire Discounted Bundle Includes ESO Fire Incidents, Personnel Management, Properties and Inspections. 08/03.?2020 Round Rock F're Departrnent Q-17456 12/31..:.::2020 Joanna Hallett Fire Bundle - Incidents Includes Auto EHP-import or Auto -CAD import, federal NFIRS data reporting, software updates and upgrades. Includes the aril to manage multiple code sets, using those to developed customized Check -lists for inspections. The y Fire Bundle - Inspections application allows you to schedule, manage, execute and finalize inspections as well as reschedule any required follow up irlspections. Fire Bundle - Properties Includes CAMEO integration, Pre -Plan view. Stores property and occupant history (presence of chemicals and tanks, Incidents, and previous inspections). Fire Personnel Management Includes tracking of Training classes, certifications, credentials, immunization records, Discounted as a part of the Fire Bundle. Fire - Training Daily rate Fire - TrainingTravel Costs One-time fee - covers all travel costs associated with on -site training option. IF C 2015 - National Codeset Complete set of IFC 2015 codes to be used within the Inspections application. Fire Incidents NFIRS Data import Data migration from previous RMS platform. Properties/Inspections Data Data migration of Properties data and inspection reports into ESOs Properties and Inspections applications from a previously Import used RMS. Fire Incidents CAD Integration Allows for integration of CAD data into the FIRE application. Ongoing maintenance included. Additional fees from your CAD vendor may apply. ........... *** ...... ...... ....... . . . .... Assets -Checklist Bundle Web -based asset management and apparatus checklist for Fire and EIMS. Asset Managem-ent and Checklist - Training and configuration to include, group admin training, agency specific web -based sessions, online training and pre - Training and Implementation recorded end user training. ESO Scheduling Training ESO Loop Closure Setup & Online Webinar Training Session, ESO Schedul.Mg Plus Online incident (event, complement, complaint, etc) investigation and resolution tracking system for EMS and Fire. Online scheduling, messaging and detailed report�ng, plus web -based time clock, attendance tracking, ttrue off management and payroll output files. pocu5ign Envelope ID: 4335F2FF-96F2-4FDE-8560-F05888446631 EXhlfatT c SUPPORT�3 ADDENDUM Is DEFlNiTiO( , Capitalized terms not defined below shall have the same meaning as in the General ie s & Conditions, "Enhancement"means a modification, addition or new release of the Software that when added to the Software, materially changes its utility, efficiency, functional capability or application., 1.2. "E-mail Support" means ability to make requests for technical support assistance by e-mail at any time concerning the use of the then -current release of Software. 1.3, "Error" means an error in the Software, which significantly degrades performance of such Software as compared tee E5O's then -published Documentation. 1-A. "Error Correction" means the use of reasonable commercial efforts to correct Errors,, 1.5. "Fix" means the repair or replacement of object code for the Software or Documentation to remedy an Error,, 1.�. Initial Response" means the first contact by a Support Representative afterthe incident has been logged and a ticket generated. This may include an automated email response depending on when the incident is first communicated,, �..�< "Management Escalation" means, if thy► in€tiai Workaround or Fix does not resolve the Error, notification of management that such Error(s) have been reported and of steps being taken tfl correct such Error(s). 1o8• "Severity 1 Error"" means an Error which renders the Software completely inoperative (ir.g,,t a User cann*ot access the Software due tV unscheduled downtime or an Outage). 1.�e "Severity 2 Error" means an Error in which Software is still operable, however, one or more slognifficant features or functionality are unavailable (eg,,, a User cannot access a core component of the Soft -ware), 1.2. is "SeveritY3 Error" means any other error that does not prevent a �dserfrom accessing significant feature of the Software Useris experiencing latency in reports), 1.2. "Severity 4 Error" means any error related tci Documentation or a Customer Enhancement request, 9 0 A A 14. "Status ���ate" means if the initial Workaround or Fix cannot resolve the Erron, notificat I ion ot tne Customer regarding the pi 1dg1 ess of the Workaround or Fix. I.A. "Online Support" means information available through E O's website (www,2§Q.,GQm), 'including frequently asked questions and bug reporting via Live Chat. 1s5• "Support Representative" shall be ESO employee(s) or agent(s) designated t6J receive Error notifications from Customer, which Cii stome1 t S Administrator has been unable to resolve,, :1.6. "Update" means an update or revision to Software, typically for Error Correction. �,1. "Upgrade" means anew version or release of Software or a particular component of Software, whichimproves the functionality or which adds functional capabilities to the Software and is not included in an Update., Upgrades may include Enhancements., 1A. "Workaround" means a changeire the procedures followed or data supplied by Customer to avoid an Error ithout substantiafly impai�ing Customer's use of the Software. I SUPPORT SERVICES. 2.i, Customer will provide at least one administrative employee (the "Administrator" or "Administrators") who will handle all requests for first -level support from Customer's employees with respect to the Software. Such support is intended to be the "front line" fir' support and information about the Software to Customer's Users. ESO will provide training, documentation, and materials to the Administrator to enable the Administrator to provide technical suppon to Customer's Users. The Administrator will notify a Support Representative of any Errors that the Administrator cannot resolve and �stassESO ire information gathering, 2.2. ESO will provide Support Services consisting of (a) Error orrectlon(s), Enhancements, Updates and Upgrades that ESO, in its discretion, makes generally available to its customers without additi"onal charge; and (c) E-mail Support, telephone support, and Online Support. ESO may use multiple forms of communication for purposes of submitting periodic status reports to Customer, including but not limited to, messages in the Software, r DocuSign Envelope ID: 433fiF2FF-98F2-4FDE-85&D-F05886048531 messages appearing upon login to the Software or other means of broadcasting Status Update(s) to multiple customers affected by the same Error, such as a customer portal. 2.3> ESO's support desk will be staffed with competent technical consultants who are trained in and thoroughly familiar with the Software and with Customer's applicable configu ration. Telephone support and all communications will be delivered in intelligible English,, 2.4. Normal business hours for ESO's support desk are Monday through Friday 7:0C} am to 7;00 pin CT., Customer will receive a call back from a Support Representative after - hours for a Severity 1 Error, �. ERROR PRIORti'if LEVELS, Customer will report all Errors to ESO via e-mail {augo-orMooc eorrr) or by telephone (866-7Fa6-9471, option #3}. EAU shall exercise commercially reasonable efforts to correct any Error reported by Customer ire accordance with the priority level reasonably assigned to such Error by ES019 3.3. Severib---rror. E�C��iii) shall (I) commence Error Correction promptly, (I) provide an Initial Response withinfour hours;initiate Management Escalation promptly; and (iv) provide Customer with a Status Update within four hours if ESO cannot resolve the Error within four hours. 3.2. v ri2.,ELrgr. ESO shall (o) commence Error Correction promptly,, 4H} provide an Initial Response within eight hours; (fli} initiate Management Escalation within in 48 hours if unresolved; and tip} provide Customer with a Status Update within forty-eight hours if ESO cannot resolve the Error within forty-eight hours. 3.3. SevoRy a Error. ESO shall {i$ commence Error Correction promptly; (ii} provide an Initial Response within three business days* and {iii} provide Customer with a Status Update within seven calendar days if ESO cannot resolve the Error within seven calendar days, 3.4. Sevrit 4 Error,,CGESshall 0) provide an InitialResponsewithin seven calendar days, .-Y 46 CONSULTING SE'1C. If ESO reasonably believes that a problem reported by Customer is not due to an Error in the Software, ESO will so notiffil ��st�rn�r.'Y At that time, Customer may request ESO to proceed with a root cause analysis at Customer's expense as set forth herein or ire a separate SOW, If ESQ agrees tc� perform the investigation on behalf of Customer,, then ESC�'s then -current and standard consulting rates will apply for all work performed in connection with such analysis, plus reasonable related expenses incurred, For the avoidance of doubt, Consulting Services will include customized report W "tlng by ESE� on behalf of Customer, rl I 5. EXCLUSIONS. 5e:L. ESO shall have no obligation to perform Error Corrections or otherwise provide support for: (i} Customer's repairs, maintenance or modifications to the Software (if permitted); (e0 Customer's misapplication or unauthorized use of the Software; ti�i) altered or damaged Software notcaused by ES+D; (*Iv) any third -party software; {�r} hardware issues; (vi} Customer's breach of the Agreementp and {vi*I} any other causes beyond the ESQ°s reasonable control. 5.2. ESO shall have no liability for any changes in Customer°s hardware or software systems that may be necessary to use the Software due to a Workaround or Fix. 503. ESO is not required to perform any Error Correction unless ESO can replicate such Error on its own software and hardware or through remote access to Customer's software and hardware. 5.4. Customer is solely responsible for its selection of hardware, and ESO shall not be responsible the performance of such hardware even if E5O makes recommendations regarding the same. 6. MISCELLANEOUS. The parties acknowledge that from time -to -time ESO may update its support processes specifically addressed in this Exhibit and may do so by posting such updates to ESO's website or otherwise notifying Customer of such updates. Customer will accept updates to ESQ's support procedures and any other terms in this Exhibit; provided however, that they do not materially decrease the level of Support Services that Customer will receive from ESO. THESE TERMS AND CONDITIONS DO NOT CONSTITUTE A PRODUCT WARRANTY., THIS EXHIBIT IS AN ADDITIONAL PART OF THE AGREEMENT AND DOES NOT CHANGE OR SUPERSEDE ANY TERM QF THE AGREEMENT EXCEPT TO THE EXTENT UNAMBIGUOUSLY CONTRARY THERETO, UocuSign Envelope ID: 4335F2FF-9BF2-4FDE-8560-F05886048S3i IBITD HIPM BUSINESS ASSOCLATE ADDENDUM Customer and E5O Solutions,, Inc. ("Business Associate") agree that this HIPAA Business Associate Addendum is entered 'Into for the beneflot of Customer, which is a covered entity under the Privacy Standards ("Covered Entity"), Pursuant tQ the Master Subscription and License Agreement (the 'Agreement") into which thi's H6PAP'! Business Associate Addendum (this "Addendum") has been incorporated, Business Associate may p+erf��functions or acti % vities involving the use and/or disclosure of PHI on behalf of the Covered Entity, and 10 therefore, Businessfunctionsociate may as a business associate.. Business Associate, therefore, agrees to the following terms and conditions., 131 ,gg,ae,. This Addendum applies to and is hereby automatcally�����p��a��dminto all present and future agreements and relationships, whether written, oral or implied, between Covered Entity and Business Associate, pursuant to which PHI 'i's created, maintained, received or transmitted bit Business Associate from or on behalf of Covered Entity in any form or medium whatsoever, 2. iini i n. For purposes of this Addendum, the terms used herein, unless otherwise defined, shall have the same meanings as used in the Health Insurance Portability and Accountability Act of 1J9fa ("HIP, t"), or the Health Information Technology for Economic and Clinical Health Act ("HlT��H"}e and any amendments orimplementing regulations, (collectively "HIP AA Rules")., with 1 3* ca�l�����Motn A►onficabie Law. The parties acknowledge and agree that, beginning with the relevant effective ve date, Business Associate shall comply with its obligations under this Addendum and with all obligations of a business associate under HlPAX HIiECH, the SIR Rules, and other applicable laws and regulations,, as they exist at the time this Addendum is executed and as they are amended, for so long as this Addendum is ire place, 4* Pgrmissiblg Q�g end D€sctQ�uref PHI,,, Business Associate may use and disclose PHI as necessary to carry out its duties to a Covered Entity pursuant to the terms of the Agreement and as required by law. Business Associate may also use and disclose PHI {i} fCii tts own proper management and administration, and (ii) to carry out its legal responsibilities., If Business Associate discloses Protected Health Information to a third party for either above reason, prior to making any such disclosure, Business Associate must obtaim- W reasonable assurances from the receiving party that such PHI will be held confidential and be disclosed only as required by law or for the purposes for hich 'it was disclosed to such receiving party* and (ii) an agreement from such receiving party ta immediately notify Business Associate of any known breaches of the confide ntia lifty of the PHI, 5.9 Limftat" ap�^�� I se rf PHI., Business Assoc ate shall not, and shall ensure that fts directors, officers, employees,, subcontractors, and agents do not, useois r disclose PHI in anymanner that not permitted by the Agreement or that would violate Subpart E of 45 C.F.R. 164 ("Privacy Rule") if done by a Covered Entity, All uses and disclosures of, and requests by,, Business Associate for PHI are subject to the minimum necessary rule of the Privacy Rule. 6. Rir!gd- 5g1gg!jards- Ig P ct PHI. B66siness Associate shall use appropriate safeguards, and comply with Subpart C of 45 Co�oR. Part 164 ("Security Rule") w ith respect to electronic PHI, to prevent the use or disclosure of PHI other than pursuant to the -terms and conditions of this Addendum,, J' 7. RgUp[t`nj.to I�isciosur� codt, Business Associate shall report to the affected Covered Entity wfthout unreasonable delay: (a) any use or of PHI not pr��ided for by the Agreement of whoch it becomes aware; (b) any breach of unsecured PHI in accordance wfth 4.5 G.F.R., Subpart D of 45 C-YoRs�.64 i ("Breach Notification Rule"); and (c$ any security incident of which it becomes aware. With regard to Security Incidents caused by or occurring to Business Associate, Business Associate shall cooperate with the Covered Entity's investigation, analysis, nOtITIcation and mitigation activities, and except for Security Incidents caused by Covered Entity, shall be responsible for reasonable costs incurred by the Covered Entity for those activities. Notwithstanding the foregoing, Covered Entity acknowledges and shall be deemed ta have received advanced notice from Business Associate that there are routine occurrences of: (i) unsuccessful attempts to penetrate computer networks or services maintained by Business Associate; and {ii} immaterial incidents such as "pinging" or 'denial of services" attacks., 86 MI. ftiggion 'ate agrees �b.d mitiate, to the extent practicable, any harmful effsect of a use or disclosure of PHI by �U1�itliesw-SI -pfkiaul ff tsusinesssoc Associate ire violation of the requirements of the Agreement, including, beat not limited to, compliance with any state law or contractual data breach requirements, 9,t A,gre C., mgnLi by Third Partiej. Business Associate shall enter into an agreement with any subcontractor of Business Associate that creates, receives,, maintains or transmits PHI on behalf of Business Associate. Pursuant to such agreement,., the subcontractor shall agree to be bound by the same or greater restrictions, conditions, and requirements that apply to Business Associate under this Addendum with respect to such PHI, lie Access iI I Wnfve business days of a request by a Covered Entfty for access to PHI about an individual contained "n a Designated Record Set, 4 Business Associate shall make available to the Covered Entity such PHI for so long as such 'Information is maintained by Business Associate erg the 10 Designated Record Set, as required by 45 CvF.�v 164.,524. Inthe event any individual delivers directly to Business Associate a request for access to PHI, Business Associate shall within five (5} business days forward such request to the Covered Entity, 11. n rn nf PHI., Within five business days of receipt of a request from a CoveredEntityfor the amendment of an indivi�it�al's PHI or a record regarding an individual contained in a Designated Record Set (for so long as -�.h� i PHI s mai ntained in the Designated Record Set), Business Associate shall provide such information to the Covered En-ti for amendment and incorporate any such amendments in the PHI as required by 45 C.F.R. 1649526. fn the event any individual delivers directly to Business Associate a request for amendment to PHI, Business Associate shall within five business days forward such request to the Covered Ente�. 12. Doccamentatign, usiness ��i�ssoatagrees to document disclosures of PHI and i���foation related to such disclosures as would be required Digglosu B- -- for a Covered Entity to respond to a request by an individual for an accounting of disclosures of Phil in accordance with 45 C.F,R, 164e528 and HliECHo W"Ampri DocuSogn Envelope IQ: 4335F2FF-98f=2-4FDE-B56U-FU5885048531 it�i eve business days of notice by a Covered Entity to Business Associate that it has received a request for an accounting of 11 Agggualg,i2f gg1grau disclosures of PHI, Business Associate shall make available to a Covered Entity information to permit the Covered Entity to respond to the request for an accounting of disclosures of PHI, as required by 45 C.F.R. 164.528 and HITEGK 14s Oth9r_.Qb119@ji9M-, To the extent that Business Associate is to carry out one or more of a Covered Entity's obligations under the Privacy Rule, BWFsionGs7+7 Associate shall comply with such requirements that apply to the Covered Entity in the perfo ance of such obligations. 15. i i [ ingfi. In the event Business Associate receives a subpoena, court or administrative order or other discovery request or mandate for release of PHI, the affected Covered Entity shall have the right to control Business Associate's response to such request,, provided that, such control does not have an adverse impact on Business Associate°5 compliance with existing laws,, Business ociate shall notify the Covered Entcif the request as soon as reasonably practicable, bui. ire any event within seven business days of receipt of such request. �.�. Av ' iti oOWka���in��� Associate hereby agrees to make its internal pract" &nd Rec ices,, books, and records available to the Secretary of the Department of Health and Human Services for purposes of dete fning compliance with the H1PA4 Rules, 17. Bre; gph of Contrag.by-Bu "r�AUgciatg-, In addition to any other r*ghts a party may have in the Agreement, t1�is Addendum or by operat on of law orinequity, either party may: 0imm meately terminate the Am greeentif the other party has violateda material termof this Addendum; or ii} at the non -breaching within party's option, permit the breaching party to cure or end any such violation witni % n the time specified by the non -*breaching party. The non -breaching pat�ty's option �.o have cured a breach of this Addendum shall not be construed as a waiver of any other rights the nonobreaching party has ire the Agreement, ihis ^ V Addendum or by operation of haver or in equity* 180 Effe i i A9 ei i1e1 $ls Upon the termination of the Agreement or this Addendum for any reason, Business Associate shall return t'N a Covered Entity or, at the Covered Entity's direction, destroy all Phil received from the Covered Entity that Business Associate maintainsin any form, recorded on any medium, or stored in any storage system. This provision shall apply to PHI that is "in the possession of Business Associate, subcontractors, and agents of Business Associate. Business Associate shall retain no copies of the PHI. Business Associate shall remain bound by the provisions of this Addendum, even after termination of the Agreement or Addendum, until such time as all PHI has been returned or otherwise destroyed as provided in this Sectiom For the avoidance of doubt, de -identified Customer Data shall not be subject to this provision, 19e tr'Ai�. Business sso"ate sbpulates that its unauthorized use or disclosure of PHI while performing services pursuant to this Addendum wouldI Icause irreparable harm to a Covered Entity,, and in such event the Covered Entity shall be ertftled to institute proceedingsin any court of competent1!i90 Jurisdiction to obtain damages and Injunctive reieT. 20. Qwner ofi PSI. Under no circumstances shall Business Associate be deemed ire any respect to be the owner cif any PHI created or received by Business Associate on behalf of a Covered Entity., 21. feu rc# d.Ap i&t& f Protected formaf!gn. Covered Entity is responsible for Implementing appropriate privacy and security 2[gg[,Ugg.o -- -Heafth., In - safeguards to protect its PHI in compliance with HlPAA. Without limitation,, it ss Covered Entity's obligation to: 21.1. Not include PHI in information Covered Entity submits to technical support personnel through a technical support request or to community support forums., In addition, Business Associate does not act as, or have the obligations of a Business Associate under the HIP Rules with respect to Customer Data once it is sent to or from Covered Entity outside ESO's Software over the Public Internet; and 21,2. Implement privacy and security safeguards 'In the systems, applications, and software Covered Entity controls, configures and connects to ESO°s Software. 22. Th PArly-Rig . The terms of this Addendum do not grant any rights to any parties other than Business Associate and the Covered Entity. 23. i nre. The signatures to the Agreement (or the document evidencing the parties' adoption thereof) 'Indicate agreement hereto and shall be deemed signatures hereof. whether manual, electronic or facsimile.,