HomeMy WebLinkAboutResolution - 2017-R0483 - Amendment No. 2 With Mcci - 12/18/2017Resolution No. 2017-RO483
Item No. 6.22
December 18, 2017
RESOLUTION
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock is hereby authorized and directed to execute for
and on behalf of the City of Lubbock, Amendment No. 2 to Contract No. 11699 for a document
management system, by and between the City of Lubbock and MCCi LLC, of Tallahassee,
Florida, and related documents. Said Contract is attached hereto and incorporated in this
resolution as if fully set forth herein and shall be included in the minutes of the City Council.
Passed by the City Council on December 18, 2017
DANIEL M. POPE, MAYOR
ATTEST:
Rebec Garza, City Secretary
APPROVED AS TO CONTENT:
<P C&g'c,
Re cca Garza, City Se�et y
Mark"�earw&d, Assistant City Manager
APPROVED AS TO FORM:
ty Attorney
\w:ccdocs/RES.Amend Contract-MM LLC
December 11, 2017
Resolution No. 2017-RO483
AMENDMENT NO.2 TO AGREEMENT
Contract 11699
THE AGREEMENT(S) TO WHICH THIS AMENDMENT IS ATTACHED IS/ARE HEREBY
AMENDED TO INCORPORATE THE FOLLOWING TERMS, CONDITIONS AND
PROVISIONS AND ANY CONFLICTING TERMS, CONDITIONS OR PROVISIONS IN THE
FORGOING ATTACHED AGREEMENT ARE NULL AND VOID AND OF NO EFFECT, IN
FAVOR OF THE FOLLOWING:
Parties
The contracting party is the City of Lubbock, Texas, 1625 13`h Street, PO Box 2000, Lubbock, Texas
79457-2000 and any and all legal notices to the City of Lubbock shall be sent to the City Secretary at that
address. The parties acknowledge and affirm that no department of the City of Lubbock has the legal
authority to enter into any contract of any type or nature in the name of the department or to accept any
legal notice on behalf of the City of Lubbock.
Funding
The Parties understand and acknowledge that the funding of this Agreement is contained in each Parry's
annual budget and is subject to the approval of each Party in each fiscal year. The Parties further agree
that should the governing body of any of the Parties fail to approve a budget which includes sufficient
funds for the continuance of this Agreement, or should the governing body of any of the Parties fail to
certify funds for any reason, then and upon the occurrence of such event, this Agreement shall terminate
as to that Party and the Party shall then have no further obligation to the any other Party. When the funds
budgeted or certified during any fiscal year by a Party to discharge its obligations under this Agreement
are expended, any other Party's sole and exclusive remedy shall be to terminate this Agreement. If this
agreement is between governmental entities, as defined by Chapter 791 of the Texas Government Code,
each party paying for the performance of governmental functions or services must make those payments
from current revenues available to the paying party.
Venue and Applicable Law
This Agreement is subject to all present and future valid laws, orders, rules and ordinances and/or
regulations of the United States of America, the State of Texas and the Parties, and any other regulatory
body having jurisdiction. This Agreement shall be construed and governed according to the laws of the
State of Texas. The sole venue for any action, controversy, dispute or claim arising under this Agreement
shall be in a court of appropriate jurisdiction in Lubbock County, Texas exclusively.
Rights and Remedies Reserved
The City reserves the right to exercise any right or remedy available to it by law, contract, equity, or
otherwise, including without limitation, the right to seek any and all forms of relief in a court of
competent jurisdiction. Further, the City shall not be subject to any arbitration process prior to exercising
its unrestricted right to seek judicial remedy. The remedies set forth herein are cumulative and not
exclusive, and may be exercised concurrently. To the extent of any conflict between this provision and
another provision in, or related to, this Agreement, the former shall control.
Public Information
This Agreement is public information. To the extent, if any, that any provision of this Agreement is in
conflict with Tex. Gov't. Code Ann. Chapter 552 et se ., as amended (the "Texas Public Information
Act") the same shall be of no force and effect.
Page 1 of 3
No Third -Party Beneficiaries
This Agreement is entered solely by and between, and may be enforced only by and among the Parties.
Except as set forth above, this Agreement shall not be deemed to create any rights in or obligations to
any third parties.
No Personal Liability
Nothing in this Agreement is construed as creating any personal liability on the part of any employee,
officer or agent of any public body that may be a party to this Agreement.
No Joint Enterprise
This Agreement is not intended to, and shall not be construed to create any joint enterprise between or
among the parties.
No Indemnification by City
The parties expressly acknowledge that the City's authority to indemnify and/or hold harmless any third
party is governed by Article XI, Section 7 of the Texas Constitution and any provision which purports to
require indemnification by the City is invalid.
Miscellaneous
The Contractor warrants that it complies with Chapter 2270, Subtitle F, Title 10 of the Texas
Government Code by verifying that:
(1) The Contractor does not boycott Israel; and
(2) The Contractor will not boycott Israel during the term of the Agreement.
SB 252 prohibits the City from entering into a contract with a vendor that is identified by The
Comptroller as a company known to have contracts with or provide supplies or service with Iran,
Sudan or a foreign terrorist organization.
Sovereign Immunity Acknowledged and Retained
THE PARTIES EXPRESSLY ACKNOWLEDGE AND AGREE THAT NO PROVISION OF
THIS AGREEMENT IS IN ANY WAY INTENDED TO CONSTITUTE A WAIVER BY ANY
PARTY OF ANY IMMUNITIES FROM SUIT OR LIABILITY THAT A PARTY MAY HAVE
BY OPERATION OF LAW. THE CITY OF LUBBOCK RETAINS ALL GOVERNMENTAL
IMMUNITIES.
AGREED:
Page 2 of 3
FOR THE CITY OF LUBBOCK, TEXAS:
LIJI�
DANIEL M. POPE, MAYOR
Date: December 18, 2017
ATTEST:
Reber a Garza, City Secret
APPROVED AS TO FO
Reb t
Garza, City Se ret ati
F9IR7 VE7D:
/ r
Name acid Title
Date: litI I�-d 1
The person signing on behalf of the vendor
represents and warrants that he/she has sufficient
authority to bind the vendor and enter into this
amendment to the underlying agreement.
Page 3 of 3
Prepared For:
Lubbock, TX
Presented By:
Russell Haddock
Contract 11699
Amendment No. 2
ECM SOLUTION
Issued: December 6, 2017
� ICCY
1VICC1
CORPORATE OFFICE RUSSELL HADDOCK
Sales Department Territory Leader
P.O. Box 2235 • Tallahassee, Florida 32316 Fort Worth, Texas Office
Phone (800) 342-2633 • Fax (850) 564-7496 it 19-9266 • rhaddock@mccinnovations.com
December 6, 2017
Ms. Rebecca Garza
City of Lubbock
P.O. Box 2000
Lubbock, TX 79457
Dear Ms. Garza:
I enjoyed speaking with you regarding MCCi's Laserfiche software and services. While reviewing the
enclosed Professional Services Proposal, please keep in mind the following advantages of being a MCCi
client:
Leading Provider — MCCi is the leading provider of Laserfiche in the world and a Laserfiche Gold VAR.
Professionals — All MCCi's professional services team members acquire and maintain Laserfiche Gold
Certification. In addition, they have undergone a thorough background check and security awareness
training.
Public Sector Focus — MCCi was created by Municipal Code Corporation to focus on innovative
technologies for the public sector. MCCi provides Laserfiche software and services to public sector entities
including Cities, Counties, State Agencies, Special Districts, School Districts, Law Enforcement, and more.
Specialization in Enterprise Solutions — Our Project Managers provide implementation and training
services to help deploy your Laserfiche solution across the Enterprise. We work with you on your initial
project plan, knowing that one -day Laserfiche will be used across the entire organization. This methodology
helps you meet this goal within your desired time frame, whether it be an immediate objective or part of a
multi -year plan.
Superior Support — MCCi utilizes a multi -layered support team geared towards offering each client
multiple contacts to enhance the usage of every product implemented. We offer support through our help
desk, email, and toll -free number, and we also have an online support center that gives end users access to
training manuals, "how to" checklists, training videos, a knowledge base, and software updates.
Robust Resources — Whether it is integration, scanning and indexing services, an electronic forms
solution, etc., MCCi has additional solutions that are complementary to Laserfiche, while allowing you to
work through one vendor for best of breed solutions.
If you have any questions concerning our proposal or desire additional information, please do not hesitate
to contact me. We appreciate your interest and hope that we will have the pleasure of working with you.
Sincerely,
Russell Haddock
Territory Leader
TABLE OF CONTENTS
ExecutiveSummary ..................................................................................................................................... 5
OurHistory ..............................................................................................................................................
5
OurCulture..............................................................................................................................................
5
OurTeam................................................................................................................................................
6
ProposedSolution........................................................................................................................................
7
LaserficheRio..........................................................................................................................................
8
PricingSection.............................................................................................................................................
9
Payment& Billing Terms.............................................................................................................................12
Project -Based Services................................................................................................................................13
MCCi Project Management Services..........................................................................................................13
Avanteto Rio Upgrade Package................................................................................................................13
Upgradeto Avante Package.....................................................................................................................13
Laserfiche Filing Workflow Configuration...................................................................................................14
Business Process Configuration Services...................................................................................................14
LaserficheForms Services........................................................................................................................14
Laserfiche Connector Integration Configuration & Training.........................................................................15
Ratchet-X Configuration Services..............................................................................................................16
Laserfiche — SharePoint Integration Assistance..........................................................................................16
Laserfiche Energov Integration Configuration & Training............................................................................17
Docs on the Cloud Server Instances..........................................................................................................17
MCC! Consulting Services.............................................................................................................................18
Business Process Requirements Gathering................................................................................................18
BusinessProcess Analysis........................................................................................................................18
GapAnalysis...........................................................................................................................................18
LaserficheConsulting Services..................................................................................................................19
Records Management Consulting..............................................................................................................19
Enterprise System Review of Laserfiche....................................................................................................19
TrainingServices........................................................................................................................................20
Laserfiche Training Services.....................................................................................................................20
RecordsManagement Module Training......................................................................................................20
Business Process Automation Training......................................................................................................20
Laserfiche Workflow Configuration Training...............................................................................................21
LaserficheForms Training........................................................................................................................22
Professional Services & Annual Subscription Packages...................................................................................23
ManagedServices(MS)............................................................................................................................24
Laserfiche Administration Services(LAS)...................................................................................................24
The Training Center for Laserfiche............................................................................................................25
LaserficheLicensing Guide..........................................................................................................................26
LaserficheDefinitions..................................................................................................................................27
IntegrationDescriptions..............................................................................................................................31
HardwareRequirements..............................................................................................................................33
Termsand Conditions.................................................................................................................................35
SignaturePage...........................................................................................................................................36
OUR HISTORY
1101M
EXECUTIVE SUMMARY
Our story goes back to the 1950s, as a one-man operation, for the sole
purpose of codifying municipal laws and ordinances, and printing this
material. George Langford, the founder of Municode, was a true pioneer. He
bought the first copy machine in Florida and carried it from city to city in
the trunk of his Buick.
Fast forward 65 years and look at us now! MCCi is part of the
Municode family of companies, committed to leading the industry, staying
abreast of technology and focusing on the needs of our clients so that
everyone — our clients and our employees — may grow.
A relationship with Laserfiche established in 1998 and a few years later became the top reseller in the world —
and still maintains the ranking today. MCCi serves more than 900 clients nationwide in 44 states.
Our growth and our client's success is widely recognized. Most recently, Inc. Magazine recognized MCCi as an
Inc. 5000 fastest -growing private companies in the United States. Additional noteworthy recognition includes
Best Companies to Work, Florida Companies to Watch, Microsoft Gold Certified Partner, and Laserfiche
Gold Certified VAR, just to name a few.
OUR CULTURE
We are fanatical about client success. Success starts with our
eagerness to understand our client's goals. We understand that excellent
service, client education and follow up are all part of the success life cycle.
We don't just want to date our clients. We demand every member
of our team understands and practices the foundation of a long-term
relationship; communication, caring, and commitment.
We innovate and evolve. Our growth initiatives are based on
what our clients need and where they are headed. We understand
that we must continuously evolve and improve to support our clients.
We are unreasonably picky about our teammates. We believe the
execution of team goals requires excellence at every level. Each team member must enjoy hard work and excel
at doing their part. We expect and empower our team to grow, professionally and personally.
MCCi I Page 5 of 36
OUR TEAM
MCCi is a leading Laserfiche provider, focusing on customer service in every aspect of your project. As a client,
you will receive access to our highly trained staff and support services, including:
DEDICATED PROJECT MANAGEMENT
Our Project Managers are highly trained in the areas of implementation, Workflow processes, integrations, and
more to help your organization implement a well -thought-out Enterprise system based on your organization's
needs and business processes. They are Laserfiche Gold Certified and maintain other professional certifications.
TRAINING SERVICES
Before, during, and after your project, we focus on ensuring the users are trained on the software and stay up
to date on the features available. An annual subscription to our online Training Center for Laserfiche allows all
types of users, regardless of their role, to access videos on popular topics.
DEDICATED SUPPORT
Once your project is complete, you will have access to our support staff for troubleshooting and supporting your
Laserfiche system. Our staff can be easily reached by email, phone, or our online support center.
The Laserfiche Software Assurance Plan (LSAP) helps preserve your investment and extend the benefits
of your original purchase by providing you access to the assistance needed to ensure that you maximize system
uptime. You have access to a toll -free line to call for technical support or submit tickets online through our
support center. When you subscribe to the LSAP you receive the following benefits:
First Tier Support from MCCi to resolve Laserfiche software errors
100% upgrade credit for your existing software (in the event of a platform upgrade)
24-hour FTP and Laserfiche support website for downloading free Laserfiche software updates
Technical bulletins and newsletters
SALES & ACCOUNT MANAGEMENT
You will have a dedicated team of an Account Executive and Account Manager that you can directly contact.
Your Account Manager will assist in managing ongoing support through the life of the product. MCCi believes in
a proactive support methodology and it is the Account Manager's role to:
Identify any needs that could easily be addressed with the current system.
Provide resource for question and answer, best practices, how other clients are using the system with use
of documented case studies, support center, etc.
Provide continued education for existing and new users within the organization with webinars, seminars,
workshops, users group, and more.
Annual review of current system configuration
Dedicated sales support staff for pricing inquiries and budgetary information
Annual support renewal notification to ensure your renewal process is timely and accurate
MCCi I Page 6 of 36
PROPOSED SOLUTION
MARKET LEADER
Since 1987, Laserfiche ECM has been trusted by more than 35,000 organizations worldwide. Over 5
million users use Laserfiche on a day to day basis. Laserfiche is unique in the market in that every
product created is done so from the ground up with internal development staff. This makes all solutions
seamless and integrated unlike other companies that tend to purchase other products and merge them to
their platform resulting in cumbersome solutions that are not user friendly.
MCCi is proposing the enclosed Laserfiche software and MCCi's Professional Services for your
organization. With capabilities ranging from electronic records management to document routing,
electronic forms, and integrations, Laserfiche ECM is a powerful solution that enables the entire
enterprise. Please keep in mind some of the features of Laserfiche:
USER FRIENDLY
Laserfiche is very easy to learn, navigate, and use. With a folder structure similar to Windows Explorer,
Laserfiche will seem familiar to your staff, giving them the confidence to begin scanning and retrieving
documents almost immediately after installation.
COMPREHENSIVE SECURITY
Laserfiche Comprehensive Security allows you to control and administer the security of your documents.
You determine what functions, such as scanning and printing, each staff member may use.
INTELLIGENT SEARCH
The Laserfiche Search Engine is a powerful tool to help users find the documents they need during their
day-to-day processes, including full -text search, index search, and document and folder name. The
Laserfiche full -text search unlocks the contents of your documents; if you need to find a word or phrase
within a document, Laserfiche retrieves it immediately. An easy Google-style toolbar is available for
searching as well.
INTEGRATION
Laserfiche is the central repository for records in your organization and allows you to integrate other main
line -of -business solutions easily. Whether you are looking for a way to integrate with a departmental
solution, ERP solution, Microsoft Office application or SharePoint, etc., Laserfiche has options available to
reduce duplicate data entry and provides seamless access to your records.
E-FORMS & BUSINESS PROCESS AUTOMATION
Laserfiche allows users to capture information while automating and transforming business processes.
Users are finding efficiencies by reducing the time processes take and giving users access to information
instantaneously through the implementation of Laserfiche Forms and Laserfiche Workflow, resulting in
cost savings for the organization.
MOBILITY & WEB TOOLS
Mobile devices are now used in organizations for day-to-day operations. Laserfiche has options available
to ensure you can access Laserfiche from these devices and perform related actions quickly on the go.
There are also options to give your outside citizens/customers access to records through the web to
promote transparency and decrease records requests.
MCCi I Page 7 of 36
LASERFICHE RIO
MCQ is recommending the Rio Enterprise platform for your organization. Laserfiche Rio seamlessly
combines traditional enterprise content management (ECM) functionality with powerful business process
management, auditing tools, and security. This platform is designed for clients like you, who innovate
and evolve with changing technologies, digitally transforming their organization and expanding
business processes across the enterprise.
By providing unlimited document repositories and servers, Laserfiche Rio supports development, testing,
staging and production, putting you in complete control of your business processes and system design.
With capabilities ranging from records management to document routing, electronic forms, and digital
signatures, Laserfiche Rio provides an easy -to -use, cost effective platform for automating day-to-day
business processes.
CLASSIFY SEARCH DISTRIBUTE BUSINESS PROCESS
MANAGEMENT
Ur i I D Q of 4G
Product Description:
EXISTING LASERFICHE SOFTWARE SYSTEM
CONFIGURATION
Q
Avante Server Records
Management Edition for MS SQL
DoD 5015.2 Certified
Q
LF Full Named User, Existing
Client
Includes Snapshot, Email, and
Workflow
Q
Laserfiche Advanced Audit Trail
Q
Import Agent
Q
OCR Scheduler for Laserfiche -
Requires one dedicated Laserfiche
User License
Q
LF Scanconnect 10-pack
Q
Laserfiche Standard Public Portal
Includes Weblink and 25 Retrieval
Connections
Existing Software Credit Total
EXISTING
LASERFICHE SUPPORT CREDIT
Q
Current System Support Credit
Existing Support Credit Total
ECM SOFTWARE LICENSING FOR RIO
Q
Rio Pilot - Records Management
50-99 Users
Includes Unlimited Laserfiche
Servers, Records Management
Edition, Workflow, WebAccess
(including the SharePoint
integration web parts and
WebAccess Light), Advanced Audit
Trail, Snapshot, and Email
Q
Import Agent for Rio
PRICING
Qty. Cost euyboard
#544-17
-1 $11,000.00 N/A
-26 $500.00 N/A
-26
$100.00
N/A
-1
$1,495.00
N/A
-1
$1,500.00
N/A
-1
$915.00
N/A
-1
$25,000.00
N/A
1 ($16,976.40)
51 $917.00
1 $1,500.00
N/A
$852.81
$1,395.00
Upgrade to
Rio
Total
($11,000.00)
($13,000.00)
($2,600.00)
($1,495.00)
($1,500.00)
($915.00)
($25,000.00)
($55,510.00)
($16,976.40)
($16,976.40)
$43,493.31
$1,395.00
Uri"; I B— a ^f .2e
Q
OCR Scheduler for Laserfiche -
1
$1,500.00
$1,395.00
$1,395.00
Requires one dedicated Laserfiche
User License
Q
LF Scanconnect for Rio 10-pack
1
$915.00
$850.95
$850.95
[Jj
LF Forms Professional 50-99
51
$83.30
$77.47
$3,950.97
Users (10% Add -on to all Named
Users)
Q
Rio LF Forms Portal *Allows Forms
1
$7,995.00
$7,435.35
$7,435.35
Portal to be activated on a Forms
server. Multiple licenses are needed
if multiple activations are required.
Allows form submission only, from
unlicensed (public) and non -
authenticated users.
Q
Public Portal - 2 Laserfiche
1
$50,000.00
$46,500.00
$46,500.00
Servers
Includes WebLink-only unlimited
retrieval connections per server.
Q
Laserfiche Connector 50-99
51
$41.65
$38.73
$1,975.23
Users (5% Add -on to all Named
Users)
Document Management
$106,995.81
Software and Licenses Total
f
ANNUAL SOFTWARE
SUPPORT/SUBSCRIPTION - BASIC LSAP
[Jf
Rio Pilot - Records Management
51
$184.00
$165.60
$8,445.60
50-99 Users
Includes Unlimited Laserfiche
Servers, Records Management
Edition, Workflow, WebAccess
(including the SharePoint
integration web parts and
WebAccess Light), Advanced Audit
Trail, Snapshot, and Email
Q
Import Agent for Rio
1
$300.00
$270.00
$270.00
Q
OCR Scheduler for Laserfiche -
1
$330.00
$297.00
$297.00
Requires one dedicated Laserfiche
User License
Q
LF Scanconnect for Rio 10-pack
1
$184.00
$165.60
$165.60
Q
LF Forms Professional 50-99
51
$16.70
$15.03
$766.53
Users (10% Add -on to all Named
Users)
Q
Rio LF Forms Portal *Allows Forms
1
$1,599.00
$1,439.10
$1,439.10
Portal to be activated on a Forms
server. Multiple licenses are needed
if multiple activations are required.
Allows form submission only, from
unlicensed (public) and non -
authenticated users.
Q
Public Portal - 2 Laserfiche
1
$10,500.00
$9,450.00
$9,450.00
Servers
Includes WebLink-only unlimited
retrieval connections per server.
[�
Laserfiche Connector 50-99 51
$8.33
$7.50
$382.50
Users (5% Add -on to all Named
Users)
.7
Laserfiche Administration 1
$6,682.50
$6,682.50
$6,682.50
Services, Level 1
Laserfiche Administration Services
needs are estimated based on the
current software components
provided herein: up to 45 hours.
Training Center 100-199 Users 1
$5,180.00
$5,180.00
$5,180.00
[Jf
MCCi SLA 125-249 Laserfiche 1
$7,850.00
$7,065.00
$7,065.00
Users
Receive 4 hour or less response time
and up to 10% off future
professional service engagements —
full SLA document available upon
request
Annual Support Total
$40,143.83
For budgetary purposes, the Client should include $40,143.83 in
annual budget for renewal of the items quoted above.
Please note
that if you subscribe to MCCi's SLA or Training Center, additional
user licenses may increase the cost of these items at the time of
your next annual renewal.
MCCi PROFESSIONAL SERVICES
.7
Basic Onsite Training of 1
$2,200.00
$2,024.00
$2,024.00
software, per day
Workflow training and installation
excluded. Travel expenses included.
[�
LF Forms Training - Basic 1
$4,050.00
$3,726.00
$3,726.00
Overview
Includes remote installation with up
to 1 day onsite training. MCCi will
provide remote forms configuration
assistance for up to 30 days post
onsite training.
[.7f
MCCi Project Management 1
$4,625.00
$4,255.00
$4,255.00
Services, up to 25 hours
[Jf
Laserfiche Connector Integration 1
$2,775.00
$2,553.00
$2,553.00
Configuration & Training
Configuration for up to one
application screen with 3 standard
actions on one machine. Remote
"Train the Trainer" training of up to
4 hours on configuration.
Professional Services Total
$12,558.00
RAPf"i I Deno 11 nF 4G
R1 Pricing Error Discount*Discount is
based on this quote and if the quote
changes the discount amount is
subject to change. This is based on a
pricing error in the quote provided
for budgeting.
Total Project Cost
($5,100.00)
$82,111.24
Please note- This pricing is only valid for purchase through 1213112017. Pricing and credits are
subject to change after this date.
PAYMENT & BILLING TERMS
MCCi will invoice one hundred percent (100%) of the software and support upon delivery of software. If services are
included, the balance of the total project will be invoiced upon completion of the proposed professional services,
which may be broken up based on the completion date of specific services. Sales tax will be included where
applicable. Payment will be due upon receipt of an invoice.
Laserfiche software and help files are provided electronically. Hard copy manuals or software are available upon
request, for a $50 additional charge.
Note. MCD will prorate the support of this additional software to be congruent with your current Laserfiche system 117
annual support (LSAP) dates, the purpose of which is to align all software with one support date so maintenance of
your account is simple. MCCi will bill for the actual amount of support, which may be higher or lower than quoted. To
ensure you are budgeting correctly for future renewals, please add the amount listed in the budgetary note above to
your current budgeted renewal amount.
Ur4ri 1 0- 1'f ..f 4G
MCCI PR03ECT-BASFD SERVICES
To determine which services are included with your project, please refer to the Pricing Section.
MCCI PROJECT MANAGEMENT SERVICES
MCCi's Laserfiche certified Team Member administer these services and concentrate on defining business
requirements and the deliverables that follow. The MCCi Team Member will work with the Client's point of
contact to put together a project plan that clearly defines the scope of the Project Management services,
ensuring the Client is prepared for the final project implementation. The total number of service hours is
limited to the total fee quoted, divided by MCCi's current Project Management rate.
CLIENT CONSULTATION
The assigned MCCi Project Manager will perform a consultation including a review of current document
organization and retrieval practices to determine desired indexing methods, security rules, and other
basic system set up needs. Once this information has been gathered and provided to the MCCi Project
Manager, the basic folder structure, document naming conventions, and template set-up will be
configured prior to onsite training.
REMOTE INSTALLATION AND CONFIGURATION
Software installation and configuration may occur remotely as part of the Project Management services to
ensure the onsite time purchased is focused on the direct objectives. Please refer to the Pricing Section to
determine if the onsite time will include installation and configuration.
REMOTE TRAINING
Project Management services may be utilized for training administrators or users remotely if onsite
training is not included. Please refer to the Pricing Section to determine if training was quoted.
AVANTE TO RIO UPGRADE PACKAGE
MCCI DELIVERABLES
MCCi will perform licensing update to upgrade the client to Rio and newest version of Laserfiche
MCCi will install new Rio modules not currently owned by the client to not exceed: Directory Services,
Web Access, Digital Signatures, Forms Essentials
MCCi will train the Laserfiche Administrator on how to convert their Named User licensing from the
Admin Console to Directory Services
Directory Services will be installed on the same server as the Laserfiche Server
Self -Signed SSL certificate will be utilized to run Directory Services, or the Client has a public SSL
Certificate procured for the server on which LFDS will reside
Converting users from Administration Console to Directory Services
EXCLUSIONS
Server move unless listed
Metadata Configuration
Training
UPGRADE TO AVANTE PACKAGE
MCCI DELIVERABLES
MCCi will perform licensing update to upgrade the client to Avante and newest version of Laserfiche
MCCi will install new Avante modules not currently owned by the client to not exceed Web Access,
Forms Essentials
MCCi will train the Laserfiche Administrator on how to convert their Concurrent User Licensing to
Named User Licensing
Upgrade to newest version of Laserfiche unless listed
UtIrl. I n- -1.2 -4:.2c
both, MCCi has options available. Please see your Pricing Section for the specific Laserfiche Forms
Services quoted.
Forms Configuration Services Per Form
Level I
Level 2
Level 3
Forms Design Services
Up to 15 Fields
Up to 30 Fields
Up to 50 Fields
Create/modify form from the Business Process
Library 10.1+
Form Field and Data Look -up Rules*
Up 10 Rules
Up to 20 Rules
Up to 40 Rules
Process Modeler Configuration
Up to 5 Steps
Up to 10 Steps
Up to 20 Steps
Workflow Configuration for Forms Process
No
Yes
Yes
Modeler Integration, Filing Only
Custom Scripting (]Script or CSS) *
Call for Quote
Call for Quote
Call for Quote
*NOTE
Users submitting through the Forms Portal are limited to forms submission. Users cannot participate in
the workflow/routing process within Laserfiche Forms Process Modeler or Laserfiche Workflow, unless
they have a Laserfiche Named User License.
All Forms Configuration Services are conducted remotely due to multiple decision points throughout
the configuration, which may cause delays.
Field Look -ups: Database Views and Queries must exist or be created by the Client prior to MCCi
database lookup configuration.
Java Script and CSS Scripting (if needed) are not included, unless otherwise notated in the Pricing
Section.
LASERFICHE CONNECTOR INTEGRATION CONFIGURATION & TRAINING
INCLUDES
Configuration of integration for up to one application screen with 3 standard actions on one machine
Standard Actions Included: Scan, Import, Search Client, Search Weblink, and/or Search Web Access,
launching from the desired application to Laserfiche
Remote "Train the Trainer" training for up to half a business day to empower the Client to configure
other integrations
All data used for configuration must be available from the Application Screens
All services are conducted remotely, unless a MCCi representative is onsite for other implementation
needs and onsite time permits
CLIENT DELIVERABLES
Application to be integrated with and user's machine must meet Laserfiche Connector requirements
set forth in the hardware requirements
Testing — A test utility to ensure that the application screen is viable is available prior to
purchase. Client is responsible for ensuring compatibility of applications prior to purchase
IT resources — Appointment of Laserfiche Connector Administrator
Laserfiche metadata requirements
MCCI DELIVERABLES
Install and integrate Laserfiche connector within current Laserfiche system environment pursuant to
the Laserfiche Connector requirements
Assistance in configuring integration for one application screen with 3 standard action Connector
Profiles on one machine
Define Laserfiche metadata structure to support the specified integration
Define Laserfiche security to support the integration
Project Management services
Remote Laserfiche Connector Administrator Training
Wlrr: i D- -I e -f .2e
RATCHET-X CONFIGURATION SERVICES
INCLUDES
Configuration of integration for one application with up to three screen configurations identified during
initial implementation
Configuration pricing is based upon one application and up to three screens being configured at one
time. Additional charges may apply if configurations of screens need to be broken up at different time
frames.
Base installation and configuration for actions that jump from the Application to Laserfiche
Standard Actions Included: Scan, Import, Search Client, Search Weblink, and/or Search Web Access,
launching from the desired application to Laserfiche
All data used for configuration must be available from the Application Screens
All services are conducted remotely, unless a MCCi representative is onsite for other implementation
needs and onsite time permits
For web based solutions, screen configuration will be done based on Microsoft's Internet Explorer
Browser only. If other and/or multiple browser configurations are required, it must be stated in the
Pricing Section.
*Client is responsible for testing to make sure needs are met prior to purchase.
RATCHETX PER CUSTOM ACTIVITY DEVELOPMENT/CONFIGURATION:
Includes any "Action" that is not listed as a Standard Action above, or any configuration that is required
to have the integration points launch from Laserfiche back to the desired application, rather than from
the application back to Laserfche — Contact MCCi for Pricing Proposal.
LASERFICHE - SHAREPOINT INTEGRATION ASSISTANCE
MCCi's Laserfiche SharePoint 2013 Integration Assistance service is designed to be highly collaborative.
The goal is to provide the Client with a fully functional Laserfiche SharePoint Integration for the Client's
existing SharePoint 2013 implementation, along with the necessary knowledge to support the integration
once the installation and configuration engagement is complete.
CLIENT DELIVERABLES
Existing and stable on -premise on SharePoint 2013 or SharePoint 2010 solution. SharePoint Foundation
is acceptable, but does not include Search functionality.
Provide a dedicated point of contact with sufficient server and directory services administrative rights to
facilitate the required configuration tasks.
Existing and stable Laserfiche Server and Web Access (9.1 or later) installation on Windows Server 2008
R2 or Windows Server 2012.
Identify existing, or configure new SharePoint site where the Laserfiche SharePoint Integration for
SharePoint Repository and/or Search Web Parts will be installed and configured. Note: If the Laserfiche
SharePoint Search integration is to be configured, SharePoint federated search feature must be
configured and working properly.
Troubleshoot and resolve server operating system, Internet Information Services, network or Kerberos
related issues affecting the installation, configuration or functionality of any component of the Laserfiche
SharePoint Integration for SharePoint. Note: If the client does not have the necessary skill set available
to address these types of issues, the client should be prepared to engage a third -party support provider
to assist.
MCCI DELIVERABLES (REMOTE DELIVERY)
Installation of Laserfiche SharePoint Integration for SharePoint
Configuration of Laserfiche SharePoint Repository and Search Web Parts
Remote training on the use and configuration of Laserfiche SharePoint Repository and Search Web Parts
In the event MCCi and the Client are unable to determine or agree on the root cause of an issue affecting
the installation, configuration, or functionality of the Laserfiche SharePoint Integration for SharePoint
and/or the Laserfiche SharePoint Repository and Search Web Parts, MCCi is responsible for opening the
escalation case with Laserfiche Support.
In the event Laserfiche Support determines the root cause of an issue affecting the installation,
configuration, or functionality of the Laserfiche SharePoint Integration for SharePoint and/or the
Lasefiche SharePoint Repository and Search Web Parts to be related to the server operating system,
IuI e'; i r)- .1 e _f %C
Internet Information Services, network or Kerberos, MCCi will remain available as necessary to assist
the Client (if Client has expertise in these areas) or the Client's third -party support provider to
resolve the Laserfiche related components of the problem.
LASERFICHE ENERGOV INTEGRATION CONFIGURATION & TRAINING
INCLUDES
Configuration services for up to 3 EnerGov Entity Types (EnerGov Plan, EnerGov Permit, etc.)
Remote "Train the Trainer" training for up to half a business day to empower the Client to configure
other available EnerGov Entity Types.
All services are conducted remotely, unless a MCCi representative is onsite for other implementation
needs and onsite time permits
CLIENT DELIVERABLES
Desired EnerGov Fields for mapping metadata to Laserfiche
IT resources — Appointment of a resource to work with MCCi for configuration and training
Laserfiche metadata requirements
Access to EnerGov technical staff and resources as needed
If EnerGov "Intelligent Object" configuration is desired, it is the Client's responsibility to configure the
appropriate settings in EnerGov, or to work with EnerGov to do so. Intelligent Objects is the EnerGov
feature that allows for creating letters and other documents, and having them attached to EnerGov
records. EnerGov configuration is needed to set this up and to have these documents treated as
attachments to be stored in Laserfiche.
MCCI DELIVERABLES
List of EnerGov fields available for mapping to Laserfiche
Install integration (may require EnerGov technical resources for installation)
Assistance in configuring up to 3 EnerGov Entity Types (EnerGov Plan, EnerGov Permit, etc.)
Define Laserfiche metadata structure to support the specified integration
Remote Configuration Training
DOCS ON THE CLOUD SERVER INSTANCES
MCCi offers Docs On The Cloud server instances to clients that would rather not acquire the physical or
virtual infrastructure themselves. MCCi offers this service through a partner (Gordon Flesch Company,
Inc.). They are the leading provider of hosted Laserfiche server instances. Unless noted otherwise, Docs
On The Cloud server instances are hosted in AWS and include the creation, maintenance, and upgrades
of purchased virtual machines, maintenance of operating system software, and daily backup snapshots of
the hosted infrastructure. In addition, MCCi and the client have the following responsibilities:
MCCI RESPONSIBILITIES
Initial installation of Laserfiche software components and ongoing application of Laserfiche upgrades if
client subscribes to MCCi's Managed Services or Laserfiche Administration Services package. MCCi also
serves as first tier for support issues and handles all billing related to the service.
CLIENT RESPONSIBILITIES
Serves as server and database administrator; maintains all non-Laserfiche and non -operating system
applications, to include required database software acquisition, installation, maintenance, upgrades, and
database maintenance routines.
Urr; I Dena 4 7 -f 41C
MCCI CONSULTING SERVICE
To determine which services are included with your project, please refer to the Pricing Section.
BUSINESS PROCESS REQUIREMENTS GATHERING
The MCCi Business Process Requirement Gathering includes analysis by a senior project manager. MCCi
staff will interview stakeholders regarding a defined department and/or business process that the
organization desires to be automated through Laserfiche ECM. The deliverable of this on -site engagement
will be a Statement of Work documenting cost, hours, and desired configuration of the defined business
process.
BUSINESS PROCESS ANALYSIS
MCCi will work with the Client to document a current business process. By interviewing stakeholders and
documenting facts and feedback, MCCi will deliver a comprehensive report. This engagement is typically
done as a needs analysis exercise prior to automating an existing business process.
MCCI DELIVERABLES
Assignment of a project manager who will be responsible for:
Acting as the main point of contact for MCCi
Identifying and providing contact information for process stake holders
Coordinating and scheduling site visits so stakeholders are aware and set aside the appropriate amount
of time to focus on working with MCCi
Coordinating and scheduling conference calls/web meetings between process stakeholders and MCCi
as part of the document review process
Facilitating access to any/all resources needed for a thorough analysis
Full participation by all process stakeholders in the interview, review, and finalizations stages
CLIENT DELIVERABLES
Coordinating Introductory Call: Share contact information and review scope of project
Stakeholder Interviews: Up to two days onsite with a business analyst
Conducting workshops and interviews with clients
Document business processes on whiteboard during workshops and interviews
Business Process Report Drafting & Review: Up to 30 hours
Draft a business process/requirements document
Review document with Client and make revisions where necessary.
Business Process Report Delivery: Up to one day on -site with Business Analyst
Onsite review and presentation of finalized report
Editable copy of Business Process Report for future use
GAP ANALYSIS
The MCCi Gap Analysis is the study of the differences between two information systems or applications,
often for determining how to bridge the space between where we are and where we want to be.
New Clients may be new to ECM, or could be transitioning from another system. Existing Clients may
consider Gap Analysis when looking to expand their system into other departments or enterprise -wide. It
is also an opportunity to investigate and report on how Laserfiche is being used versus how it was
intended to be used. Either way, Gap Analysis not only serves the consulting needs, but can also mitigate
inherent risks in a new project. Risks such as scope creep, unforeseen needs (people, conversions,
integrations, equipment), and unknown stakeholders can be identified and cleared up at the very
beginning of the project.
IUrr; I D'__ 10 .,f.2e
MCCI DELIVERABLES
The Gap Analysis process involves determining, documenting, and approving the variance between
business requirements and current capabilities. MCCi takes it a step further by providing
recommendations and an action plan. The final deliverable is a report that is delivered to the Client in a
format that can be edited. Any future changes to the report are the responsibility of the Client. The
report will detail the following:
A summary of the current document flow path with recommended changes/requirements
Equipment, software, and staffing recommendations
Storage needs for each department
Recommendations on the timing of phasing in departments (based on needs/complexity)
Implementation recommendations
The amount of time/cost of the Gap Analysis is dependent upon the system size and number of departments
to be involved.
LASERFICHE CONSULTING SERVICES
MCCi's Laserfiche Consulting Services are designed to leverage MCCi Laserfiche Certified Professionals on
an annual basis. We consider ourselves an extension of your project team and assist in accomplishing
your organization's Laserriche goals. Your organization is assigned a project manager to assist with
designated projects, for up to an annual dollar amount each year. Rates charged are based on the type
of resources required. Consulting services can be used for, but are not limited to:
Business Process Requirements Gathering and SOW Drafting
Status and Strategy Meetings (Required)
Configuration of Client -Owned Laserfiche Components
Training on Laserfiche Components and/or Configured Laserfiche Business Processes
r Laserfiche Integration/Developer Assistance
RECORDS MANAGEMENT CONSULTING
When implementing an enterprise -wide Electronic Records Management system, it is important for a
Records Program and Records Policies to be in place beforehand. MCCi's Records Management Consulting
service focuses on revision and/or creation of such programs and policies. If needed, the service should
be completed prior to implementing MCCi's Laserfiche Records Management module. Pricing is dependent
on the level of service needed and can be determined by setting up a meeting with MCCi and the
appropriate Records Consultant. Services cover a broad spectrum including designing records
management plans, designing systems, identifying records eligible for destruction, assisting with legal
compliance, providing training and any other records and information related service requirement.
ENTERPRISE SYSTEM REVIEW OF LASERFICHE
AREAS OF REVIEW INCLUDE:
Review of data structure (folder structure, metadata, etc.)
Security review and configuration
Current paper/electronic Forms review
Current Workflow/Capture review
Assess current training needs
Interviews with departments not using Laserfiche
Utilization of Laserfiche Records Management Module
Integration/Mobile Access Needs
MCCI DELIVERABLES:
Verbal report of findings while onsite
Up to 5 hours of consulting for up to 30 days after onsite consultation
CLIENT REQUIREMENTS:
Attendance by CIO/IT Director, Application administrators, departmental managers, and any other
leadership members
Ueliri I Dena 1 n of '9C
MCCI TRAINING SERVICES
The scope of all onsite or remote training services to be performed is notated in the Pricing Section.
LASERFICHE TRAINING SERVICES
The Client is provided with instructor -led Laserfiche training, hands-on or train -the -trainer.
SYSTEM ADMINISTRATION TRAINING
Client and Server Installation Procedure
Security
Tags
Records Management
System Settings
Troubleshooting Procedures
FULL USER TRAINING
Introduction to Laserfiche
OCR and Full Text Indexing
Searching & Annotations
Briefcases and Migrating
Scanning and Importing
Extracting a Document
Users and Groups — Active Directory
Templates
Document Relationships
Volumes
Back Up Procedures
Technical Support Overview
Folders and the Folder Browser
Document Display
Security
Customize Laserfiche
Index Card/Templates
Volumes
RECORDS MANAGEMENT MODULE TRAINING
The Client should have full knowledge of internal records management policies and have prior experience
in records management. This training will be quoted for clients with the Records Management
functionality of Laserfiche.
BASIC OVERVIEW TRAINING FOR RECORDS MANAGEMENT
Records Series
Records Folders
Document Links
Versioning
■ Security Tags
Vital Records
Cutoff Criteria
• Cutoff Eligibility
Retention Period
Hold Period
■ Disposition Actions
Time Dispositions
Event Dispositions
• Interim Transfers
Final Disposition
Destruction
Permanent Records
Accession / Freezing
ADMIN CONSOLE SETUP FOR RECORDS MANAGEMENT
Cycle Definitions Setup Locations Setup
Retention Schedules Setup Cutoff Instructions Setup
BUSINESS PROCESS AUTOMATION TRAINING
Our Business Process Automation Training is designed to be highly collaborative. The goal is for the client
to have a trained Business Process Automation Configuration Administrator specifically in Laserfiche
Forms and Workflow. As a prerequisite, the clients Business Process Automation Configuration
Administrator should be a business process savvy individual with good technical skills. This is the person
tasked with handling future workflow and forms configurations, including any modifications needed to the
configuration focused on during training.
CLIENT DELIVERABLES
Provide MCCi with a mapped out/narrative of specified business process including metadata
requirements and sample reports from functional activities involved. This will be used as an example
for the training process, in an effort to leave the client with a start of a workflow configuration.
urr: 1 0- -- 7A _f -2c
Appointment of Business Process Automation Configuration Administrator who has been through
Laserfiche Administrator training
IT resources
MCCI DELIVERABLES
Install and configure Laserfiche Workflow and Laserfiche Forms with current Laserfiche system
Onsite Workflow Configuration Administrator Training
Onsite Forms Designer and Process Modeler Training
Workflow and Forms Managed Services post onsite training
Configuration assistance for a period of time immediately following onsite training
Developer Training (Applicable to Level 2 training package)
Services Provided
Remote Installation
Level I
Included
Level 2
Included
Onsite Training Days
4
5
Workflow and Forms Configuration Assistance
Post Onsite Training
Remote 30 Days
Remote 45 Days
Developer Training
None
Remote 1/2 Day
Developer Assistance
Post Developer Training
None
Remote 15 Days
LASERFICHE WORKFLOW CONFIGURATION TRAINING
MCCi's Laserfiche Workflow Configuration Training service is designed to be highly collaborative. The goal
is for the Client to have a trained Workflow Configuration Administrator. As a prerequisite, the Client's
Workflow Configuration Administrator should be a business process savvy individual with good technical
skills. This is the person tasked with handling future workflow configurations.
CLIENT DELIVERABLES
Provide MCCi with a mapped out narrative of specified business process including metadata
requirements and sample reports from functional activities involved. This will be used as an example
for the training process, so the Client will be left with a start of a workflow configuration.
Appointment of Workflow Configuration Administrator who has been through Laserfiche Administrator
training / IT resources
MCCI DELIVERABLES
Install and configure Laserfiche Workflow with current Laserfiche system
Onsite Workflow Configuration Administrator Training
Workflow Managed Services post onsite training
Configuration assistance for a remote period immediately following onsite training
Developer Training (Applicable to Level 2 training package)
ProvidedServices
Remote Installation
.
Included
Included
Included
Onsite Training Days
1
2
3
Workflow Configuration Assistance
Post Onsite Training
Remote 30 Days
Remote 30 Days
Remote 45 Days
Developer Training
None
None
Remote 1/2 Day
Developer Assistance
Post Developer Training
None
None
Remote 15 Days
RArr: 1 n- %I ..f 129:
LASERFICHE FORMS TRAINING
MM's Laserfiche Forms Services are designed to be highly collaborative. The goal is to provide a
customized package for your organization. Whether you need direct assistance implementing Laserfiche
Forms, or hands-on training to empower your organization to create and maintain electronic forms, or
both, MCG has options available. Please see your Pricing Section for the specific Laserfiche Forms
Services quoted.
Training Services Provided
Essentials
Professional
Professional
OverviewForms
Training Duration
Up to 4 Hours
Up to 1 Day
Up to 2 Days
Remote
Onsite
Onsite
Forms Designer
Yes
Yes
Yes
Process Modeler
Yes
Yes
Yes
Workflow Configuration (For Forms Process
No
No
Yes
Modeler Integration, and Filing Only)
Forms Configuration (Up to 1 - Level 1 Form)
0
0
1
WV'Y`i I D 'I'% ..f'2G
PROFESSIONAL SERVICES & ANNUAL SUBSCRIPTION
PACKAGES
Each Client's Laserfiche Renewal covers break/fix support (i.e. resolution of error codes, etc.). MCCi offers
additional annual support packages to cover remote training, best practices consultation, basic
configuration services, and maintenance of existing complex business processes.
MCCi Managed Services (MS) or MCCi Laserfiche Administration Services (LAS) are strongly encouraged
to be included with every support renewal.
Description
Additional Training
MS*
X
LAS**
Level 1
X
LAS**
Level 2
X
Additional System Set Up Consultation
X
X
X
Remote Implementation of Software Updates
X
X
X
Annual Review of Administration Settings
X
X
X
Remote Access Support
X
X
X
Priority Offering of Laserfiche CPPs & Laserfiche Empower Registration
Scholarships
X
X
X
Dedicated Laserfiche Certified Professional
X
X
Laserfiche Administration Configuration Services
X
X
Configuration and maintenance of BASIC business processes utilizing
Laserfiche Forms and Laserfiche Workflow
X
X
Configuration of Quick Fields sessions using purchased features
X
X
Basic Records Management Module Overview Training
X
X
Scheduled recurring consultation call upon Client's request
X
X
Maintenance of existing middleware/configurable integrations
X
X
Maintenance of MCCi/Client configured COMPLEX business processes
X
Annual Review of business process configurations
X
*Workflow Managed Services also includes ability to consult on best practices specific to workflow; additional
remote training ideal for refresher training or new personnel; workflow security consultation and more.
**A Business Process is a Workflow, Forms process or Quick Fields session that automates or streamlines an
organization -specific process.
Basic: A business process requiring minimal configuration and virtually no institutional knowledge, allowing a
MCCi Application Support Analyst to assist with configuration, support, and maintenance of the process.
Examples: Filing workflows, simple Forms or approval/notification workflows that have few routing steps, no
integration, and little to no database lookups.
Complex: A large business process with extensive configuration that is absolutely mission critical to the
organization. Examples: Large accounts payable process with a high volume of transactions, approval steps,
database lookups, etc. Complex business processes require MCCi's Application Support Analyst to have
institutional/process knowledge to configure the process.
Hours: MCCi allows clients to use their hours for a multitude of services, as long as a request will not start a
service that cannot be completed. None of the packages listed above are intended to be utilized for configuration
of a new COMPLEX business process. In those instances, a separate SOW is required.
UO'e'G I D— ^f'J of �2e
MANAGED SERVICES (MS)
MCCi's Managed Services package provides additional training and assistance to a Client's Laserfiche
administrator and users. Pricing for the advanced block of hours is based on MCCi's Support Technician
hourly rate discounted by 10%. The number of hours included is based on active products and will expire
on the same date as your annual renewal. Managed Services can be used for the following:
ADDITIONAL TRAINING
Additional web -based training is conducted to train new users or as refresher training for existing users.
ADDITIONAL SYSTEM SET UP CONSULTATION
MCCi offers additional best practices consultation that includes recommendations for adding additional
departments, additional types of indexing, etc.
REMOTE IMPLEMENTATION OF SOFTWARE UPDATES
While your renewal covers free version updates for software, implementation of those updates is
sometimes overlooked. With the addition of Managed Services, MCCi is at your service to directly assist
with implementing software updates such as minor updates, quick fixes or point releases. Dependent on
complexity and client specific configurations, major software upgrades may or may not be covered and
should be discussed with your Account Management Team.
ANNUAL SYSTEM REVIEW & ANALYSIS
MCCi will access your system to review how your organization uses Laserfiche, to identify potential
issues, and to make recommendations for better use of the system. This analysis may be performed
annually and is an optional service that will be completed only if requested by the Client.
REMOTE ACCESS SUPPORT
If requested, our Support Technicians can access your Laserfiche system remotely to resolve issues,
saving both time and money.
LASERFICHE CERTIFICATIONS
Priority offering of complimentary Laserfiche certifications, based on availability.
LASERFICHE CONFERENCE REGISTRATION
Priority offering of complimentary Laserfiche Empower registration, based on availability.
*Please see chart above for information on Workflow Managed Services
CLIENT RESPONSIBILITIES FOR MS
Configuration/maintenance of backups and any general network, security, or operating system
settings outside of Laserfiche
Management and creation of retention policies related to Records Management Module
Providing an IT contact (internal or third -party) for MCCi to work with as necessary
Providing remote access capabilities as needed. If the Client requests MCCi to have unattended
access, the Client assumes all responsibility for the related session(s). The Client will work with MCCi
to set up user profiles, user tags, etc. to allow desired security rights/access.
LASERFICHE ADMINISTRATION SERVICES (LAS)
MCCi's Laserfiche Administration Services package is for Clients who need a Laserfiche administrator, or
additional Laserfiche administration services. Pricing for the advanced block of hours is based on MCCi's
Application Support Analyst hourly rate discounted by 10%. The number of hours included is based on
active products and will expire on the same date as your annual renewal. Laserfiche Administration
Services offers the following:
LASERFICHE ADMINISTRATION SERVICES: LEVEL 1
Dedicated Laserfiche Certified Professional
Laserfiche Administration configuration services — setting up users, metadata, security, etc.
Configuration and maintenance of basic business processes utilizing Laserfiche Forms and Workflow
Configuration of Quick Fields sessions using purchased features — excludes custom scripting, custom
calculations, etc.
Basic Records Management Module Overview Training
Scheduled recurring consultation calls upon Client's request
Maintenance of existing middleware/configurable integrations — does not include maintenance of
custom built integrations.
Ujrf4 I D o%w ^f p2c
LASERFICHE ADMINISTRATION SERVICES: LEVEL 2
Level 2 includes the benefits of Level 1, but additionally provides the ability for MCCi to maintain complex
business processes, which requires knowledge transfer and maintenance of that knowledge.
Maintenance of MCCi/Client configured complex business processes — The Application Support Analyst
can maintain MCCi or Client configured complex business processes. For example: minor tweaks,
updates due to upgrades, process improvements, etc.
Annual Review of business process configurations
CLIENT RESPONSIBILITIES FOR LEVEL 1 & LEVEL 2
Configuration/maintenance of backups and any general network, security, or operating system
settings outside of Laserfiche
Management and creation of retention policies related to Records Management Module
Providing an IT contact (internal or third -party) for MCCi to work with as necessary
Create/provide process diagrams (and any other necessary paperwork/examples)
Providing remote access capabilities as needed. If the Client requests MCCi to have unattended
access, the Client assumes all responsibility for the related session(s). The Client will work with MCCi
to set up user profiles, user tags, etc. to allow desired security rights/access.
*For more complex Forms, Workflow, and Transparent Records Management configurations, please discuss a
Business Process Configuration Service with your Account Executive.
THE TRAINING CENTER FOR LASERFICHE
MCCi's Training Center for Laserfiche annual subscription provides an easy, cost-effective way for all
users in your organization to access over 500 Laserfiche training videos.
BENEFITS
24/7 access to on -demand Laserfiche training videos and other resources
Reduction in training expenses
Caters to all skill levels from Basic Users to Advanced System Administrators
Unlimited access for your entire organization
User determined schedule and pacing
Reduction in internal support and increased user productivity
Increased efficiency through improved internal usage/adoption
Instant/budgeted training available in the case of employee turnover
Enhance your organization's internal Laserfiche training program
*The Training Center subscription gate is based on Laseniche full, retrieval, and WebLink/pub/ic portal users
Id^r; I D 'Ir. -f 2c
LASERFICHE LICENSING GUIDE
To determine which platform/license are applicable, please refer to the pricing section.
PLATFORMLASERFICHE
Application Servers
1
Unlimited
Unlimited
Repositories
1-15 1 included
Unlimited
Unlimited
Database Options
SQL Express,SQL, Oracle
SQL, Oracle
SQL
Web Admin Console
Included
FULL -USE ACCESS
Included Directo Server
LICENSES
Included Directo Server
��iscription
Full Named Users
I Minimum of 1
Minimum of 25
Minimum of 10
Workflow
Included
Included
Included
Snapshot
Included
Included
Included
Email
Included
Included
Included
Web Access
Included
Included
Included
Mobile Access
Included
Included
Included
Digital Signatures
Add -on Option
Included
Included
Audit Trail
Add -on Option
Starter Standard Advanced
Included
Advanced
Included
Advanced
Scan Connect
Add -on 0 b n
Add -on Option
Add -on Option
Connector
Add -on 0 tion
Add -on Option
Included
Forms Essentials *
Included with v10.2.1+
Included with v10.2.1+
Included with v10.2.1+
Forms Professional **
Retrieval Named Users
Add -on Option
Add -on Option
Included
Not Available
Minimum of 200
Not Available
Forms Authenticated
Participants
Add -on Option
Add -on Option
Not Available
Employee Participant
Subscription Licenses
Not Available
Add -on Option
Add -on Option
Education Community
Subscription Licenses
Not Available
Add -on Option
Add -on Option
Community Subscription
Licenses
Not Available
MODULE
Add -on Option
Add -on Option
Import Agent
Add -on Option
Add -on Option
Included
Public Portal (WebLink) t
Options: Web Distribution (5),
Starter (10), Standard (25),
Midsize (50), Unlimited
Options: Pilot (25),
Unlimited (1, 2 or Unlimited
Laserfiche Application
Server s
Options: 25, 50, 100, Unlimited
(Per Laserfiche Application Server)
Records Management
Add -on Option
Add -on Option
Included
Quick Fields tt
Add -on Option
Add -on Option
Included
Forms Portal
Add -on O tion
Add -on Option
Add -on Option
Enterprise Forms Portal #
Add -on Option
Add -on Option
Not Available
t Public Portal is licensed per Laserfiche Application Server, Web Distribution version only comes with I security profile
tt Quick Fields is licensed per machine rather than peruser Multiple Quick Fields modules/options are available dependent upon platform.
# Enterprise Forms Portal allows for Forms Portal to be activated on more than one Lasenkhe Forms Application Server
luf•f°i I o'„e'De ^f.2e
LASERFICHE DEFINITIONS
LASERFICHE WORKFLOW
Automates business processes, such as approvals, routing based on conditions, or database integrations,
improving consistency with how records are filed in Laserfiche.
LASERFICHE SNAPSHOT
Print directly into Laserfiche, capturing a "snapshot" of the electronic file at the time. These files are
saved in TIFF format, an unalterable image.
LASERFICHE EMAIL PLUG-IN
Allows instant electronic document distribution via standard MAPI-compliant e-mail applications. This
feature is included in every Full User and Retrieval User license.
LASERFICHE WEB ACCESS
A web -based thin client, offering virtually all document management capabilities of the standard
Laserfiche interface. Web Access allows your IT staff to roll out high -volume Laserfiche access and
version updates without increasing your organization's application support burden. Web Access also
includes access to Laserfiche Mobile and the Laserfiche SharePoint Integration resources.
LASERFICHE SHAREPOINT INTEGRATION
The SharePoint Integration (SPI) is built on the power of Laserfiche Web Access, a Section 508-compliant
thin client that reduces installation, support, and maintenance requirements. The integration requires an
on -premise installation of SharePoint.
LASERFICHE MOBILE/WEB ACCESS LIGHT
Let's organizations access the features of the Laserfiche Client through a smartphone or tablet. They can
remotely capture, edit, and search for documents, interact with Laserfiche Forms and start/participate in
a business process. Mobile is available for iOS, Windows, and Android devices. Laserfiche Web Access or
Laserfiche Forms is required for any/all mobile access options.
LASERFICHE DIGITAL SIGNATURES
A way of indicating that a document signature is authentic and has not been modified since the signature
was applied. Allows users to automatically sign and validate documents directly in the Laserfiche Client or
Laserfiche Web Access.
LASERFICHE AUDIT TRAIL MODULES
Starter Edition: Tracks basic events that occur in the repository and that involve accessing,
modifying, or exporting data. Basic events include creating, editing, printing, or deleting documents,
creating annotations, and assigning metadata.
Standard Edition: Builds on the Starter Edition by tracking additional security/access-related
events, and unsuccessful attempts to perform actions, such as failed attempts to access or print
documents.
Advanced Edition: All the functionality of the other two editions, and tracks more events including
password changes, creation or modification of users and groups, and changes to repository -wide
settings. It can also track all searches users perform, require users to enter reasons for performing
certain actions, and automatically add watermarks to printed documents.
LASERFICHE SCANCONNECTTM
A collection of ISIS scanner drivers is included with Laserfiche ScanConnect. ScanConnect can be
purchased as an add -on to both Laserfiche scanning and Quick Fields.
YPP'i I De 'f7 -f 4C
LASERFICHE FORMS
Laserfiche Forms allows organizations to create electronic fellable forms for collection and processing
information. See the Laserfiche Licensing Guide for licensing options and descriptions.
Laserfiche Forms has flexible design options to meet your organization's needs. You can:
Create custom forms from a library of field or selection elements.
Utilize the Business process library includes (10.1+) a digital library of prebuilt form templates
designed for easier process automation deployment
Automate business processes for form data to follow, such as decision -making, emailing, or approvals
(dynamic behaviors available with CSS and JavaScript).
Role -based security is included to allow and restrict access to necessary functions for form
submitters, reviewers, approvers, form creators, and system administrators.
Reporting tools allow different views of details on submitted forms such as:
User view of details about all submitted forms.
Approver "dashboard" of submissions awaiting approval.
Administrator views of all submissions by form and approval status.
Forms can be used internally or externally (with the appropriate licensing). Publication options include
a login to forms system, public URL, secure URL, or embedded into a webpage.
Feature
Business process and form creation functionality*
Forms
Essentials
X
Forms
Professional
X
Operational Dashboard
X
X
View basic reports on process instances, tasks, and process data
X
X
Teams
X
X
Direct Approval through Email
X
X
Database Lookups
X
Performance Dashboard
X
Enhanced reporting with built-in data aggregation options such as count, sum, min,
max average, and median
X
Create advanced reports with data visualizations including charts and graphs
X
Payment Gateway (Compatible Payment Processor Account Required)
X
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LASERFICHE FORMS PORTAL MODULE
The Forms Portal license allows Form submission from unlicensed (public) users. Forms Portal is designed
primarily for non-internal/public user submissions, therefore there is no Windows Authentication security
validation provided. The users that access Forms through the Forms Portal can only submit forms (these
users cannot participate in the business process after a form has been submitted). The Forms Portal is
licensed to a specific Forms instance/server, rather than to the Laserfiche Application Server. Please note
that if an organization desires to have a Forms Portal for internal users, as well as a Forms Portal for
external users, and security protocol requires that these two Forms Portals reside on separate servers
(one internal one external), Enterprise Forms Portal or multiple Forms Portal licenses are required.
LIMITED USE ACCESS LICENSES
Laserfiche offers limited use and more affordable licensing options for clients in need of only a subset of
modules/features for a particular use case and/or group of users.
RETRIEVAL NAMED USERS
For users in need of read-only repository access. The Laserfiche email plug-in is included and
access is available through the Laserfiche Client or Laserfiche Web Access.
LASERFICHE FORMS AUTHENTICATED PARTICIPANTS
For users who do not have the need/budget for a Full Named User License/Forms Professional
license, but do have the need for authenticated access to submit forms and participate in forms
approval processes. Note: In the Avante platform, a Forms Authenticated Participant license is
required for each Forms Server that the user needs to submit to, whereas with the RIO platform
Uf'r; I Dena '10 of 4C
Laserfiche Directory Services authentication can be configured/utilized to avoid the need for
additional licensing per user.
SUBSCRIPTION LASERFICHE EMPLOYEE PARTICIPANTS
For employees in need of read-only repository access and the ability to participate in forms
processes.
SUBSCRIPTION LASERFICHE COMMUNITY USERS
For non -employees and non -contractors. Provides read-only repository access and ability to
participate in forms processes (i.e. Vendor Management).
SUBSCRIPTION LASERFICHE EDUCATION COMMUNITY USERS
For accredited educational institutions that meet the requirements listed. Licenses are reserved
for the education community including faculty, students, alumni, and parents and guardians of
students. Faculty includes professors (assistant, adjunct, associated, tenured), lecturers, and
researchers. Provides read-only repository access and ability to participate in forms processes.
Educational Institutions: Defined as an accredited school organized and operated exclusively for
educational purposes. An accredited school must be:
■ A public or private K-12, vocational school, correspondence school, junior college, college,
university, or scientific or technical institution accredited by associations recognized by the
US Department of EDU and/or the State Board of EDU.
■ A preschool meeting all of the following:
-is an early childhood program that serves a minimum of ten children ages two through
five
-has been in operation for at least one year provides educational services.
Administrative Offices or Boards of Education:
■ A district, regional, or state administrative offices of public Educational Institutions.
■ Administrative entities organized and operated exclusively for the administration of private
Educational Institutions
■ Other state or local government entities nearly all of whose activities consist of
administrative support, of a nature that advances academic learning for public Educational
Institutions
Administrative offices or boards of EDU of educational institutions: defined as district, regional,
and state administrative offices of the foregoing educational institutions defined above
Full and part-time faculty and staff of educational institutions:
Defined as all full and part time faculty and staff of educational institutions defined above
Full and part-time matriculated students of higher education institutions:
Defined as full and part-time matriculated students of a higher education institution defined as a
public or private vocational school, correspondence school, junior college, college, university, or
scientific or technical institution accredited by associations recognized by the State Board of EDU
and/or the U.S. Department of Education.
Hospitals that are wholly owned and operated by an Educational Institution
"Wholly owned and operated" means that the Educational institution is the sole owner of the said
hospital and the only entity exercising control over the hospital's day-to-day operations.
LASERFICHE IMPORT AGENT
Automatically retrieves files stored in a Windows folder and imports them into a Laserfiche repository,
performing OCR as part of the process.
LASERFICHE PUBLIC PORTAL - WEBLINKTM
The WebLink module publishes select documents in a Laserfiche repository to an intranet or the Internet
in read-only form. Built on ASP .NET, WebLink can be customized to match the look and feel of an
organization's Internet or intranet site.
LASERFICHE RECORDS MANAGEMENT
The Records Management module allows for managing the complete life cycle of records in Laserfiche to
include retention schedule management, legal holds/record freezes, disposition and vital record
management, etc.
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LASERFICHE "QUICK FIELDS" (QF) BATCH PROCESSING TOOLS
High volume capture software that automates document import, classification, and indexing. Quick Fields
transforms data capture from a costly and labor-intensive operation into an efficient process, improving
the speed and accuracy of data capture. QF is a prerequisite for the following:
QF Bar Code Validation Package: The Bar Code add -on reads bar codes on a specified page,
identifying pages, populating fields, determine document names, or determining file location. Bar
Code is very powerful when combined with Real Time Lookup. Supported barcode formats: Codabar,
CODE 39, CODE 128, EAN 8, EAN 13, Interleaved 2 of 5, UPCA, and UPCE.
QF Real-time Look up Validation Package: Lookup populates template fields and validates
metadata by retrieving data stored in third -party databases and other applications.
QF Zone OCR Validation Package: The Zone OCR (Optical Character Recognition) add -on will
scan a specific zone on an image for text. The data returned by this process can be used for
identifying pages, populating fields, determine document names, or determining file location.
QF Forms Alignment: Automatically repositions scanned documents to match a master form,
correcting for scanning errors and improving data extraction.
QF Document Classification: Designed for clients who handle multiple forms and document types.
QF Auto Stamp/Redaction/Bates Numbering: A document auto -numbering annotation option.
QF Optical Mark Recognition: Detects handwritten information, including marks on surveys.
QF Agent: Enables administrators to schedule QF processing without operator intervention.
QF Forms Identification: Automatically recognizes the document based on its overall structure,
even in the absence of bar codes, form data or other distinguishing information.
QF Forms Extractor: Removes form outlines to isolate data for more accurate capture.
QF Scripting Kit: Offers a QF script editor, allowing developers to write C# and VB.Net Scripts.
LASERFICHE PLUSTM
Allows information stored in Laserfiche to be portable. When published by Laserfiche Plus files can be
viewed by anybody, regardless of whether they have Laserfiche installed. This software prepares a copy
of the Laserfiche files (images, text, electronic files, annotations, templates, and field data) for burning
directly to your removable media or to a temporary directory. Choosing to publish to a temporary
directory allows you to write it to your removable media at your convenience.
MCCI'S OCR SCHEDULER FOR LASERFICHE
A simple, effective, and efficient way to mass OCR documents in Laserfiche. It allows administrators to
configure multiple OCR sessions and ensure OCR is being completed, without end user interaction.
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INTEGRATION DESCRIPTIONS
LASERFICHE CONNECTOR
Provides a streamlined experience for integrating Laserfiche with line of business applications such as
CRM and ERP systems. Laserfiche Connector integrates easily through user -defined hotkeys and
embedded icons. Laserfiche Connector allows you to:
Search results will automatically open in the Laserfiche Client, Web Access, or WebLink.
Scan and automatically populate metadata with information from a third -party application.
Import and automatically populate metadata with information from a third -party application.
Connect two applications by allowing one of them to start the other (including the ability to pass
parameters between them).
Choose whether any of the above actions are activated from a keyboard shortcut, a button
embedded in the application's title bar, or both.
LASERFICHE INTEGRATOR'S TOOLKIT (SDK)
Provides the tools and documentation necessary for customizing Laserfiche, and integrating Laserfiche
with other applications.
RATCHETX INTEGRATION
A configurable and robust middleware integration tool for Laserfiche. With a single click of a button, new
documents can be added to Laserfiche from another application, and users can search Laserfiche directly
from the applications they use most. The robust toolset it provides for accessing data from other
applications (even the toughest proprietary systems), for use configuring the most common ECM
integrations: Indexing, importing/scanning, and executing search queries. In addition, RatchetX provides
the capability to create custom integration activities, such as populating a record in another system from
the data extracted during the intake process in Laserfiche, or looking up a record in another system from
the Laserfiche interface itself (Bi-directional Integration).
LASERFICHE INTEGRATOR GP
Empowers Great Plains users to scan, search and link supporting documents in Laserfiche directly from
the Great Plains menu bar.
LASERFICHE INTEGRATOR AUTOCAD
Allows you to store AutoCAD drawing files or associated documents in Laserfiche, including embedded
cross reference files, directly from the AutoCAD menu. Launch Laserfiche scan or search modules using
the drawing file for template or search criteria, or create a Laserfiche document template using the fields
from any AutoCAD drawing title block with a single click.
LASERFICHE ENERGOV INTEGRATION BY MCCI
The Laserfiche EnerGov integration offloads the storage of documents from EnerGov to Laserfiche. This
allows users to seamlessly store documents that would normally be saved in EnerGov, directly to their
Laserfiche system. The integration makes use of the native EnerGov interface for attaching documents.
The integration also allows meta -data associated with the EnerGov record to be tied to the entry in
Laserfiche. Users wishing to view uploaded documents can do so through the existing EnerGov Interface.
Please see "Client Deliverables" for other features available/dependent on EnerGov configuration
settings. Each of the following areas are available in the integration configuration settings:
EnerGov Application
EnerGov Business
EnerGov Business License
EnerGov Citizen Request
EnerGov Code Case
EnerGov Inspections
EnerGov Invoice
EnerGov Inspection Case
EnerGov Payment
EnerGov Plan
EnerGov Permit
EnerGov Permit Renewal case
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Platform and Licensing Requirements
The EnerGov integration can operate by using two different Laserfiche user licensing options.
Utilization of a single named user within Laserfiche to connect to Laserfiche. This user is limited to
four concurrent connections at a time. This method is not recommended for EnerGov clients who
have a high level of concurrent usage.
Utilization of Laserfiche's "Keyed Integrator's License for EnerGov", which allows for up to 25 (higher
volume packages can be purchased) concurrent connections to Laserfiche. In most circumstances,
this is the Laserfiche licensing approach recommended.
EnerGov Compatible Platforms: The Laserfiche EnerGov Integration is compatible with EnerGov On -
Premise currently. A future release is planned for the EnerGov Cloud platform.
EnerGov Licensing Requirements: EnerGov clients must confirm with EnerGov, their ownership of the
needed SDK, API, and/or general EnerGov licensing requirements related to this integration.
ESRI ARCGIS INEGRATION OPTIONS
GEODOCS
This is a robust GIS integration that is developed and maintained by a MCCi partner. It is a web -
based software that seamlessly integrates ESRI ArcGIS Server and Laserfiche. Utilizing robust
search capabilities, users of GeoDocs can access digital documents stored in a Laserfiche
repository from within the web -based GIS program and vice versa, access spatial information
stored in a GIS from within the Laserfiche web client.
ARCGIS@ INTEGRATION FOR LASERFICHE
This is a basic ArcGIS (10.1 or higher) integration that is developed and maintained by a MCCi
partner. It allows for easy interaction between the ArcGIS interface and a Laserfiche repository,
by allowing users to upload documents to Laserfiche straight from the ArcGIS interface and view
any related documents/folders via Laserfiche Weblink or Laserfiche Web Access (requires
Laserfiche licensing for Laserfiche Weblink or Web Access). The dynamic ArcGIS map will auto -
populate, indicating which features on the map have documents associated with them in
Laserfiche.
LT SYSTEMS LASERFICHE INTEGRATION
LT Systems Laserfiche Integration allows users of the LT Systems Court solutions to archive court related
documents into Laserfiche. Users can launch Laserfiche scan or searching windows from LT Systems and
bring data and documents directly into Laserfiche while capturing metadata in LT Systems. Additionally,
there is an automated service that archives Warrants as single documents with the associated metadata,
directly from LT systems to Laserfiche.
LASERFICHE INTEGRATION WITH DOCUSIGN
The Laserfiche Integration with DocuSign enables users to initiate a signing process from within
Laserfiche Web Access. Users may select the type of signing process they are initiating and attach
documents that need to be a part of that process. Also, once the signing process completes, documents
are imported back into the Laserfiche Repository from DocuSign as new versions of the un-signed
document. Information captured during the signing process may be mapped to Laserfiche metadata
fields.
LASERFICHE INTEGRATION WITH SIGNIX
Laserfiche's integration with SIGNiX will enable Clients to sign documents online with SIGNiX directly from
within the Laserfiche Client or Web Access. Users may select one or more PDFs to send in a single
transaction, then documents are sent over to SIGNiX where Clients follow the user friendly SIGNiX UI to
complete the signature process. When the signing process is completed or cancelled, documents are
imported back into the Laserfiche Repository from SIGNiX as new versions of the unsigned document.
Administrators can set up certain fields to be automatically filled when a document is signed.
luf'f`i I Dena 'J'f -4: 9C
HARDWARE REQUIREMENTS
MCCi will provide necessary consultation upon request, as to the compatibility of current hardware with the Laserfiche System. Changes and
recommendations will be made at the time of consultation. Please keep in mind that these are the minimum system requirements (see below) as
recommended by MCCi, and should be considered independently rather than collectively. Additionally, overhead for virtualization has not been factored in
to these requirements. MCCi does not recommend any version of Windows that is approaching or is beyond the "End of Extended Support Date" specified
by Microsoft.
OS
Windows 10, Windows 8 or 8.1 (32 or 64), Windows 7 (32 or 64), Windows Vista
Client/Scanning
CPU
2.8 GHz processor or faster
Station PC
Memory
4 GB RAM or more
Communications
TCP/IP
OS
Windows 10, Windows 8 or 8.1 (32 or 64), Windows 7 (32 or 64), Windows Vista
Batch Processing
CPU
2.8 GHz Processor or faster
Quick Fields
Memory
4 GB RAM or more
Machine
Communications
TCP/IP
High Volume Recommendation
Windows 7 x64 with 8 GB RAM, Intel Core 2 Duo Processors 3.33GHz
OS
Windows Server 2016, Windows Server 2012 R2, Windows Server 2012, Windows
2008 R2, Server 2008 (Service Pack 2 or Higher) *64-13it Edition Only
CPU
Quad -Core Processor, 2.5 GHz Processor or better
Laserfiche
Application
Memory
8 - 12 GB RAM
Server
Communications
TCP/IP
Microsoft SQL Server 2008 (Service Pack 1), Microsoft SQL Server 2008 R2, Microsoft
Database Server
SQL Server 2012, Microsoft SQL Server 2014, Microsoft SQL Server 2016. Oracle 11g
(11.1.0.7+), Oracle 12c
Express Editions of the above Microsoft SQL Server versions are supported
Image/File
Typical usage factoring is 18,000 black/white standard size images per GB. Clients typically use a Network Attached Storage
Server Storage
NAS Storage Area Network SAN or a Local Storage Device.
OS
Windows Server 2016, Windows Server 2012 R2, Windows Server 2012, Windows
2008 R2, Server 2008, (Service Pack 2 or Higher)
CPU
4 Core Processor, 2.5 GHz Processor or better
Laserfiche
Memory
4 GB RAM or higher
Workflow Server
Communications
TCP/IP
Microsoft SQL Server 2008 (Service Pack 1), Microsoft SQL Server 2008 R2, Microsoft
Database Server
SQL Server 2012, Microsoft SQL Server 2014, Microsoft SQL Server 2016, Oracle
(11.1.0.7+), Oracle 11g R2 (11.2.0.1+), and Oracle 12c
"Express" Editions of the above Microsoft SQL Server versions are supported
Internet Information Services (IIS): IS 7 (Windows Server 2008), IIS 7.5 (Windows
OS & IIS
Server 2008 R2), IIS 8 (Windows Server 2012), IIS 8.5 (Windows Server 2012 R2),
IIS 10 Windows Server 2016
CPU
Dual Core Processor, 2.5 GHz Processor or better
Memory
4 GB RAM
Laserfiche Audit
Trail Server
Communications
TCP/IP
Local Storage
C:\ Drive with 40GB or greater available
Microsoft SQL Server 2008 (Service Pack 1), Microsoft SQL Server 2008 R2, Microsoft
Database Server
SQL Server 2012, Microsoft SQL Server 2014, Microsoft SQL Server 2016, Oracle 11g
(11.1.0.7+), Oracle 11g R2 (11.2.0.1+), and Oracle 12c
Express Editions of the above Microsoft SQL Server versions are supported
Laserfiche
OS
Windows Server 2008 (Service Pack 2 or Higher), or Windows Vista (SP2+) and Later
Connector
CPU
2.93 GHz or Faster
RArr; I[),-- 121J -f 12c
Memory
4 GB RAM
Laserfiche Server version 9.0 or later if using Laserfiche Connector with the Laserfiche
Client
Software Requirements
Laserfiche Server version 8.3 or later if using Laserfiche Connector with Web Access
Laserfiche Web Client version 10.2 or later to use the assign template and fields
action the import action or the show search count option with Web Access.
Required if
Installing "Web Access/Client" or Public Portal - "Weblink"
Internet Information Services (IIS): IS 7 (Windows Server 2008), IIS 7.5 (Windows
OS & IIS
Server 2008 R2), IIS 8 (Windows Server 2012), IIS 8.5 (Windows Server 2012 R2),
IIS 10 Windows Server 2016
CPU
Dual Core 2.8 GHz or faster processor
Memory
2 GB RAM or more
Web Browser (minimum versions): Laserfiche Web products operate most efficiently
Viewer
when using Internet Explorer 9. Other supported browsers are Firefox, Safari and
Chrome
Web Module
Server(s)
Clients are responsible for any
Laserfiche Public Portal — Weblink Per Processor (Unlimited) licensing specifics: The
additional security protocol
Public Portal License allows unlimited connections per processor; however, a large
setup/associated fees that are
number of connections may affect the Laserfiche application server performance (one
required to provide internal/external
processor can handle roughly 100 to 150 concurrent retrieval connections). The
web access. An example would be
client must have one Public Portal License for each Laserfiche application server they
setting up " Kerberos" for thin client
desire to connect to, and the Public Portal license must be licensed by the appropriate
active directory authentication, or
number of processors, which is required to match or exceed the CPUs/processors on
setting up VPN access to allow
the Laserfiche application server that the Public Portal will connect to. For example,
Laserfiche's iPad/iPhone applications
the client must have a dual -processor or multiprocessor Public Portal license in order
to connect through the Web Access
to connect to a Laserfiche Application Server that has two or more processors. Public
Portal View Only Licenses may only be used with Weblink; they are not available for
server.
other applications.
OS
Windows Operation Systems: 32 & 64 bit
OCR Scheduler
for Laserfiche
Requirements
Laserfiche Version 9 Server (runs as a service), Laserfiche Version 9 Client.
Recommendation
1 dedicated Laserfiche Named User license
Must use ISIS drivers to be compatible with Laserfiche ScanConnect software. Scanner compatibility should be confirmed by
Scanners
referencing the most up to date Laserfiche published supported scanner list at:
httlaserfiche.com/static Resources/s anlist.html
Laserfiche Server
Version 9 or higher, Avante or Rio licensing model
Internet Information Services (IIS): IS 7 (Windows Server 2008), IIS 7.5 (Windows
Web Server
Server 2008 R2), IIS 8 (Windows Server 2012), IIS 8.5 (Windows Server 2012 R2),
IIS 10 Windows Server 2016
CPU
4 Core or more
Memory
8 GB RAM or more
Hardware requirements may fluctuate based on the number of users logged in to the
Note
server. If you expect to have many simultaneous connections to your Laserfiche
Laserfiche Forms
Forms server, we encourage you to configure it with a faster CPU and/or add more
RAM.
Database Server
Microsoft SQL Server 2008, 2008 R2, 2012, 2012 R2, 2014 and 2016
*Express Editions of the above Microsoft SQL Server versions are supported
Users can fill out forms that start a process in Chrome (latest version), Safari (Mac
only), Firefox (latest version), Internet Explorer 11 and later, Edge, Opera.
The Laserfiche Forms inbox, Form Designer, Process Modeler, Administrative pages,
Client
etc. must be viewed in Internet Explorer 11, Edge, Firefox (latest version), or Chrome
(latest version).
Laserfiche Forms also supports mobile browsing (Chrome, Firefox, and Safari
recommended).
Uf'f'; i D 12w -f �2c
Terms and Conditions
MCCI, a Limited Liability Company and subsidiary of MUNICIPAL CODE CORPORATION, which Is duty organized and existing under the laws of the
State of Florida, hereinafter referred to as MCCI, hereby offers the Laserfiche Software & Services according to the following terms and conditions.
LASERFICHE SOFTWARE UPGRADE
One year of LSAP must be purchased for new products when upgrading. LSAP of the original product will not be credited. However, remaining
months of LSAP can be applied towards the new purchase of one year of LSAP for the new products. To receive any available software credit for
prior versions of software, the client must have an active LSAP (support/maintenance that has not expired). In regards to Subscription or Laserfiche
Cloud licensing options, credits are not available for moving to or from an alternative Laserfiche licensing model.
INTEGRATIONS
3rd party Laserfiche integrations or utilities may consume one or more Laserfiche user licenses depending on how the vendor designed and coded
the integration. These additional licensing needs should be verified by the client and considered in the user licensing purchased.
SOFTWARE ASSURANCE PLAN (SAP)
MCCI acts as 1st tier support and works with the manufacturer at a 2nd tier level when needed. MCCI's Software Assurance Packages Include:
Access to software point release updates, Telephone or E-Mail support for software related Issues, 24-hour FTP and web site access, technical
bulletins and newsletters. Adjustments in annual support rates may be made to coincide with current U.S. Inflation rates — any increase will not
exceed the cumulative Increase In the Consumer Price Index (CPI) occurring since the last price Increase. Annual support payment is due in advance
of the date of renewal. Reinstatement fees may apply If payment Is received more than 30 days after the date of renewal. Any updates requiring
shipment of software require Client to pay shipping costs. Annual support date is based on the following:
• For net new systems, the support date is set 30 days after MCCI submits software order to Laserfiche.
• For platform upgrades the support date Is set Immediately upon MCC[ submitting software order to Laserfiche.
• For additional software, the support date is prorated to match the client's existing support date.
• For Subscription Licensing (only applicable if subscription licensing has been purchased), 45 day written notice to not renew Is
required, and in the event of non-renewal/payment prior to the expiration date, the subscription software will stop functioning.
Clients may contact MCCI support via MCO's Online Support Center, email (support@mccinnovations.com), or telephone 866-942-0464. Support is
available Monday -Friday (excluding major holidays) from 8:00 a.m. — 8:00 p.m. Eastern time.
SOFTWARE PURCHASES AND SUPPORT RENEWALS
Laserfiche policy dictates that MCCI as your current VAR of record, Is the VAR that can download software licenses and activations for you. You can
also only purchase additional Laserfiche software to expand or upgrade your Laserfiche system, and renew your Laserfiche Software Assurance
Plan (LSAP) under your current VAR of record. Unless you decide to cancel your contract with MCCI or work with Laserfiche to formally change
your Laserfiche Var of Record, future software purchases and support renewals will be processed and provided by MCCI.
LASERFICHE RIO SHARED SERVICES PROVISIONS
The host entity is the owner of the Laserfiche licensing and registered as such with MCCI and Laserfiche corporate. For Laserfiche corporate licensing
rules, there can only be one licensed entity per Laserfiche Rio platform. Licensing is non-transferrable. Additionally, the Host Entity Is responsible for
cost allocation among the other entitles that are utilizing Its Laserfiche Rio Platform, and for being the main point of contact for support provided
through MCCI.
SERVICE LEVEL AGREEMENT (SLA)
MCCrs SLA is offered In addition to the Software Assurance Package. It Is required In some circumstances, and offers the client escalated response
times depending on the severity of the support Issue, as well as extended support hours and many other additional benefits. The SLA documentation
Is readily available upon request.
MCC SOFTWARE CUSTOMIZATIONS
The client may elect to contract with MCCI to customize the standard software. As standard software is upgraded, any customizations performed will
require support in the form of updating through our Integration Support Assurance Program (ISAP). ISAP must be current to receive updates to the
Integration at no additional charge. Otherwise current hourly rates will apply. Upgrades to existing programs, or the acquisition of new programs
from vendors other than MCCI, may have an effect on customizations made to the software by MCCI. MCCI will not be held responsible If upgrades
or changes made by the client or another vendor or application preclude the operation of MCCI's customizations.
MCC SOFTWARE CONFIGURATION SERVICES
The client may elect to contract with MCCI to configure the software. The client is responsible for testing all software configurations completed by
MCCI. By acknowledging this testing requirement, the client waives any and all liability to MCCI for any fees, damages, etc., that could be related to
software configurations.
TEST/EVALUATION SOFTWARE
Purchases of test and/or evaluation software are based on access time periods needed rather than perpetual software licensing.
CLIENT SOFTWARE CUSTOMIZATIONS
The client may also choose to customize their software internally, without MCC['s help. MCC[ is not responsible for any damages caused by the user's
customization of the software. MCCI will not be held responsible for correcting any problems that may occur from these customizations. Routine
updates to the software may affect any customizations made by the user. If MCCI's help Is required to correct/update any customizations made by
the client, appropriate charges will apply.
HARDWARE
MCCI does not support any hardware as part of this contract. If hardware is purchased through MCCI, the client is required to obtain the appropriate
warranty and work directly with the manufacturer In regards to hardware support.
USE OF BASECAMP
Through the course of this project, MCCI may choose to utilize the third -party service Basecamp (htto://www.basecamr).c2m) for project
management and team collaboration. Documentation and correspondence exchanged between MCCI and The Client may be stored In Basecamp.
The Client acknowledges that Basecamp Is responsible for secure storage of this documentation, and agrees that Basecamp's security
guidelines located at https://basecamp.com/security are acceptable for the storage of The Client's data and correspondence exchanged with MC(
CLIENT INFORMATION TECHNOLOGY ASSISTANCE
In order for MCCI to excel In customer service, the client must provide timely access to technical resources. The client must provide adequate
technical support for all MCCI Installation and support services. If the client does not have "In-house" technical support, it is the client's responsib
to make available the appropriate Information Technology resources/consultant when needed.
SOFTWARE INSTALLATION
MCCI will Install all software outlined herein. If additional software Is needed to bring the site up to specifications, client will be billed accordingly
PROFESSIONAL SERVICES RESCHEDULING/CANCELLATIONS
Travel Expenses: If the client cancels or reschedules an installation after MCCI has made travel arrangements, travel expenses may be incurred dl
to circumstances such as non-refundable airline tickets, hotel reservations, rental cars, etc.
Site Preparation: The Client site should be ready for installation according to specifications outlined within the Hardware section. If she Is not
prepared and results in cancellation, delays, or rescheduling of an installation after MCCI has made travel arrangements, the client may Incur
expenses due to circumstances such as non-refundable airline tickets, training/Install charges, hotel reservations, rental cars, etc.
Project Delays: Requests made by the client to cancel/reschedule delivery of services, will cause a delay In delivery of the services and the overall
project. The client understands that MCCI will have to respect the timelines of other scheduled projects when rescheduling services due to a requ
made by the client.
Does On The Cloud Server Instances
MCCI offers "Doa On The Cloud" server Instances to clients that would rather not acquire the physical or virtual Infrastructure themselves. MCCI
offers this service through a partner (Gordon Flesch Company, Inc.). They are the leading provider of hosted Laserfiche server Instances. Unless
noted otherwise, Doa On The Cloud server Instances are hosted in AWS and Include the creation, maintenance, and upgrades of purchased virtu;
machines, maintenance of operating system software, and daily backup snapshots of the hosted infrastructure. In addition, MCCI and the client
have the following responsibilities:
• MCCi: Initial installation of LF software components and ongoing application of LF upgrades if client subscribes to MCCrs Managed Services or
Laserfiche Administration Services package. MCC[ also serves as first tier for support issues and handles all billing related to the service.
• Client: Serves as server and database administrator; maintains all non-Laserfiche and non -operating system applications, to include required
database software acquisition, installation, maintenance, upgrades, and database maintenance routines.
ADDITIONAL SERVICES
As an additional service/product under this contract, MCC and MCCI can provide the following:
• Electronic Agenda and Legislative Management (Legistar). MCCI offers the Granicus Legislative Management Suite (Legistar) and related semi(
which provides electronic automation and creation of Agendas and Minutes. Legistar is also Integrated with Laserfiche.
• Scanning and Digital Conversion Bureau. MCCI offers scanning, Indexing and integration of hard copy documents, microfilm/microfiche, with
Laserfiche Software to provide the Client with the most powerful index retrieval search engine available.
• Open Records Request Solution (JustFOIA). MCCI offers Its JustFOIA solution to help agencies track Open Records Requests. JustFOIA is a host(
solution that Is user-friendly, affordable, and Integrated with Laserfiche ECM.
AGREEMENT EXTENDED TO OTHER GOVERNMENTAL UNITS
MCCI agrees to allow any other Government agency to purchase items, at the same terms, conditions and pricing as this contract during the perlo
of time that this contract is In effect. Minor changes in terms and conditions may be negotiated by MCCI and participating Government agencies..
orders Issued against this agreement shall be the sole responsibility of the Government agency placing the order. It is understood that the Client
shall incur no financial responsibility in connection with any purchase by another Government agency.
LIMITED LIABILITY
In no event shall MCCrs total liability to the client exceed the project fees paid to MCCI by the client
FORCE MAIEURE
Neither party shall be liable for any delay or failure in performance due to causes beyond Its reasonable control.
CLIENT FINANCIAL SOLVENCY/BANKRUPTCY
MCCi may require payment in advance for products and services in response to learning of financial solvency or bankruptcy issues.
NO HIRE CAUSE
Client and MCCI agree that during the period that this agreement is In force, Including extensions or modifications thereto, and for an additional I
months following this period, neither Client nor MCC will actively recruit, or solicit employees or independent contractors of either company, or I
employees of any of the other Subcontractors; who are on active payroll status and are currently participating in this Program, without the prior
written approval of the party whose employee or Independent contractor Is being considered for employment. This does not prohibit any employ
from responding to or pursuing employment opportunities through normal media channels, i.e. newspapers, professional journals, etc so long as
is not related to this particular program and that it is not an attempt to avoid the intent of the above restriction. If, during the term of, or within (:
months after the termination of the performance period of this agreement, Client hires directly, or Indirectly contracts with any of MCCi's persom
for the performance of systems engineering and/or related services hereunder, client agrees to pay MCCI 125% of the fees paid to, or in favor of
such personnel for one (1) year after such personnel separates from service with MCCI.
TERMINATION
The services provided in this agreement will be in full force and effect for a period of three (3) years from the date of shipment of the completed
product to the organization. Thereafter, this agreement will be automatically renewed from year to year, provided that either party may alter or
cancel the terms of this agreement upon sixty (60) days' written notice.
MARKETING & REFERENCES
Client agrees to allow MCCI to publish and publicize testimonials and case study information pertaining to MCCrs work with the Client This infoi nnation,
Including the Client's organization name, logo, and contact Information will be used In all media types.
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