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Contract 2023-019ADocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
CONTRACT APPROVAL FORM
TO: BRIAN BULTHUIS, CITY MANAGER DS
THRU: FREDDY SUAREZ, PROCUREMENT SERVICES DIRECTOR
FROM: RAMSEY JIMENEZ, SENIOR PROCUREMENT AGENT
SUBJECT: DOCUMENTS AND RECORDS MANAGEMENT
DATE: FEBRUARY 17, 2023
THE PROCUREMENT SERVICES DIRECTOR RECOMMENDS THE
FOLLOWING:
1. APPROVE: Agreement between the City of Clermont and MCCi, LLC to provide
document and record management for City Clerk. The agreement shall take effect on the
date of execution by both parties and shall remain in effect for two (2) years, unless
renewed or terminated as provided by the NCPA contractual agreement. Upon mutual
agreement, the agreement may be renewed for two (2) additional one (1) year terms.
2. Why this action is necessary: In accordance with the City of Clermont Purchasing
Policy, the City Manager is authorized to approve contracts under $50,000 that do not
require a budget amendment.
3. ADDITIONAL INFORMATION: At the request of the City Clerk Department, the
Procurement Services Department sought a contract with NCPA contract number 01-162.
The estimated annual expenditures is less than $24,000 and it is included in the City Clerk
Department budget. The NCPA contract was fully competed, advertised, and complies
with the City of Clermont Purchasing Policy.
4. FISCAL IMPACT: The fiscal impact of $24,000 is included in the current year approved
budget.
5. EXHIBITS: NCPA Bid Tabulation
MCCi Agreement
FDocuSigned by:
;. f s
34781 igna ure
APPROVAL AUTHORITY
Approved R Disapproved ❑
Reason/Suggestion (If disapproved)
City Manager 2/17/2023
Title
uate
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
AGREEMENT No. 2023-049
DOCUMENTS AND RECORDS MANAGEMENT
THIS AGREEMENT, is made and entered into this 15th day of February 2023, by and between
the CITY OF CLERMONT, FLORIDA, a municipal corporation under the laws of the State of
Florida whose address is: 685 W. Montrose Street, Clermont, Florida, (hereinafter referred to as
"CITY"), and MCCI, LLC., whose address is: 3717 Apalachee Parkway, Suite 201, Tallahassee,
FL 32311, (hereinafter referred to as "CONTRACTOR").
WHEREAS, NCPA through the public procurement process awarded an Agreement for,
Documents and Records Management Contract Number 01-162;
WHEREAS, CITY desires to utilize the above -referenced awarded bid, CONTRACTOR's
response thereto and Agreement in accordance with CITY's procurement policy; and
WHEREAS, CONTRACTOR desires to enter into a contract with CITY based on the terms and
conditions of the NCPA Contract Number 01-162;
WITNESSETH: That the parties hereto, for the consideration hereinafter set forth, mutually agree
as follows:
1. SCOPE OF WORK
The CONTRACTOR shall furnish documents and record management software as described in
the NCPA Contract Number 01-162, which is attached hereto and incorporated herein as Exhibit
"A" and shall perform everything required by this Agreement and the other exhibits attached
hereto. Provided, however, that nothing herein shall require CITY to purchase or acquire any items
or services from CONTRACTOR that is not specified in the CITY's purchase order. To the extent
of a conflict between this Agreement and Exhibit "A", the terms and conditions of this Agreement
shall prevail and govern. In all instances the CITY purchasing policy, resolutions and ordinances
shall apply.
2. THE CONTRACT SUM
CITY shall pay CONTRACTOR, for the faithful performance of the Agreement as set forth in the
Agreement documents and the Price Schedule as set forth in Exhibit "B", attached hereto and
incorporated herein.
3. TERM AND TERMINATION
A. This Agreement is to become effective upon execution by both parties, and shall remain
in effect until November 30, 2025 unless terminated or renewed by NCPA.
B. Notwithstanding any other provision of this Agreement, CITY may, upon written notice
to CONTRACTOR, terminate this Agreement: a) without cause and for CITY's
convenience upon thirty (30) days written notice to CONTRACTOR b) if
CONTRACTOR is adjudged to be bankrupt; c) if CONTRACTOR makes a general
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assignment for the benefit of its creditors; d) CONTRACTOR fails to comply with any of
the conditions of provisions of this Agreement; or e) CONTRACTOR is experiencing a
labor dispute, which threatens to have a substantial, adverse impact upon the performance
of this Agreement, without prejudice to any other right or remedy CITY may have under
this Agreement. In the event of such termination, CITY shall be liable only for the
payment of all unpaid charges, determined in accordance with the provisions of this
Agreement, for work, properly performed and accepted prior to the effective date of
termination.
C. Upon mutual Agreement of the parties, this Agreement may be renewed for two (2)
additional one (1) year terms.
4. PROVISION OF SERVICES AND COMPLETION OF WORK
A. The CONTRACTOR shall only provide to CITY the services contained under the Scope
of Work upon receipt of an authorized order from CITY and shall provide the requested
items in the timeframe and as set forth in NCPA Contract Number 01-162 or in the
specific purchase order or authorized order submitted by CITY. Nothing herein shall
obligate CITY to purchase any specific amount of product from CONTRACTOR or
create an exclusive purchase agreement between CITY and CONTRACTOR. CITY shall
not be obligated or required to pay for any items received until such time as CITY has
accepted the items in accordance with the order provided to CONTRACTOR.
B. CONTRACTOR, upon receipt of an order hereunder, shall immediately notify CITY if it
has an issue or question related to the fulfillment of the order or whether there will be any
delay in providing the items requested. Failure of CONTRACTOR to so notify CITY will
preclude CONTRACTOR from seeking payment of any kind for any items that were
delayed in delivery. Upon receipt of notification of the delay, CITY may at its sole option
cancel the order and seek the items from any available source.
C. It is expressly understood and agreed that the passing, approval, and/or acceptance of any
gasoline, diesel, kerosene, LP gas, and bio-diesel herein by CITY or by any agent or
representative as in compliance with the terms of this Contract shall not operate as a
waiver by the CITY of strict compliance with the terms of this Contract and the CITY
may require the CONTRACTOR replace the accepted gasoline, diesel, kerosene, LP gas,
and bio-diesel so as to comply with the warranties and specifications hereof.
D. COMPANY specifically acknowledges that this Contract does not bind or obligate CITY
to purchase any minimum quantity of product during the term hereof.
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5. PAYMENTS
In accordance with the provisions fully set forth in the Contract Documents, CONTRACTOR shall
submit an invoice to CITY upon completion of the services and delivery of products to CITY as
set forth in the applicable purchase order. CITY shall make payment to the CONTRACTOR for
all accepted deliveries and undisputed product delivered and services provided, within thirty (30)
calendar days of receipt of the invoice.
6. DISPUTE RESOLUTION - MEDIATION
A. Any claim, dispute or other matter in question arising out of or related to this Agreement
shall be subject to mediation as a condition precedent to voluntary arbitration or the
institution of legal or equitable proceedings by either party.
B. The CITY and CONTRACTOR shall endeavor to resolve claims, disputes and other
matters in question between them by mediation.
C. The parties shall share the mediator's fee and any filing fees equally. The mediation shall
be held in Clermont, Lake County, Florida, unless another location is mutually agreed
upon. Agreements reached in mediation shall be enforceable as settlement Agreements in
any court having jurisdiction thereof.
7. INSURANCE AND INDEMNIFICATION RIDER
7.1. Worker's Compensation Insurance
The CONTRACTOR shall take out and maintain during the life of this Agreement, Worker's
Compensation Insurance for all its employees connected with the work of this Project and, in case
any work is sublet, the CONTRACTOR shall require the subCONTRACTOR similarly to provide
Worker's Compensation Insurance for all of the subCONTRACTOR employees unless such
employees are covered by the protection afforded by the CONTRACTOR. Such insurance shall
comply with the Florida Worker's Compensation Law. In case any class of employees engaged in
hazardous work under this Agreement at the site of the Project is not protected under the Worker's
Compensation statute, the CONTRACTOR shall provide adequate insurance, satisfactory to the
CITY, for the protection of employees not otherwise protected.
7.2. CONTRACTOR's Commercial General Liability Insurance
The CONTRACTOR shall take out and maintain during the life of this Agreement, Commercial
General Liability and Business Automobile Liability Insurance as shall protect it from claims for
damage for personal injury, including accidental death, as well as claims for property damages
which may arise from operating under this Agreement whether such operations are by itself or by
anyone directly or indirectly employed by it, and the amount of such insurance shall be as follows:
A. CONTRACTOR's Commercial General Liability, $1,000,000 Each, ($2,000,000
aggregate). Liability Coverages, Bodily Injury Occurrence, & Property Damage
Combined Single Limit
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B. Automobile Liability Coverages, $1,000,000 Each, Bodily Injury & Property Damage
Occurrence, Combined Single Limit
Insurance clause for both BODILY INJURY AND PROPERTY DAMAGE shall be amended to
provide coverage on an occurrence basis.
7.3. Indemnification Rider
A. To the fullest extent permitted by law, the CONTRACTOR shall indemnify and hold
harmless the CITY and its employees from and against all claims, damages, losses and
expenses, including but not limited to reasonable attorney's fees, arising out of or
resulting from its performance of the Work, provided that any such claim, damage, loss
or expense (1) is attributable to bodily injury, sickness, disease or death, or to injury to or
destruction of tangible property (other than the Work itself) , and (2) is caused in whole
or in part by any negligent act or omission of the CONTRACTOR, any subcontractor,
anyone directly or indirectly employed by any of them or anyone for whose acts any of
them may be liable, regardless of whether or not such acts are caused in part by a party
indemnified hereunder. Such obligation shall not be construed to negate, abridge, or
otherwise reduce any other right to obligation of indemnity which would otherwise exist
as to any party or person described in this Article; however, this indemnification does not
include the sole acts of negligence, damage or losses caused by the CITY and its other
contractors.
B. In any and all claims against the CITY or any of its agents or employees by any
employee of the CONTRACTOR, any subcontractor, anyone directly or indirectly
employed by any of them or anyone for whose acts any of them may be liable, the
indemnification obligations under this Paragraph shall not be limited in any way by any
limitation on the amount or type of damages, compensation or benefits payable by or for
the CONTRACTOR or any subcontractor under workers' or workmen's compensation
acts, disability benefit acts or other employee benefit acts.
8. NOTICES
All notices shall be in writing and sent by United States mail, certified or registered, with return
receipt requested and postage prepaid, or by nationally recognized overnight courier service to the
address of the party set forth below. Any such notice shall be deemed given when received by the
party to whom it is intended.
A. CONTRACTOR:
• MCCI, LLC
• Attn: Donald Barstow
• 3717 Apalachee Parkway, Suite 201, Tallahassee, FL 32311
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A. CITY
• City of Clermont
• Attn: Brian Bulthuis, City Manager
• 685 W. Montrose Street, Clermont, FL 34711
9. MISCELLANEOUS
9.1. Attorneys' Fees
In the event a suit or action is instituted to enforce or interpret any provision of this Agreement,
the prevailing party shall be entitled to recover such sum as the Court may adjudge reasonable as
attorneys' fees at trial or on any appeal, in addition to all other sums provided by law.
9.2. Waiver
The waiver by city of breach of any provision of this Agreement shall not be construed or operate
as a waiver of any subsequent breach of such provision or of such provision itself and shall in no
way affect the enforcement of any other provisions of this Agreement.
9.3. Severability
If any provision of this Agreement or the application thereof to any person or circumstance is to
any extent invalid or unenforceable, such provision, or part thereof, shall be deleted or modified
in such a manner as to make the Agreement valid and enforceable under applicable law, the
remainder of this Agreement and the application of such a provision to other persons or
circumstances shall be unaffected, and this Agreement shall be valid and enforceable to the fullest
extent permitted by applicable law.
9.4. Amendment
Except for as otherwise provided herein, this Agreement may not be modified or amended except
by an Agreement in writing signed by both parties.
9.5. Entire Agreement
This Agreement including the documents incorporated by reference contains the entire
understanding of the parties hereto and supersedes all prior and contemporaneous Agreements
between the parties with respect to the performance of services by CONTRACTOR.
9.6. Assignment
Except in the event of a merger, consolidation, or other change of control pursuant to the sale of
all or substantially all of either party's assets, this Agreement is personal to the parties hereto and
may not be assigned by CONTRACTOR, in whole or in part, without the prior written consent of
city.
4
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9.7. Venue
The parties agree that the sole and exclusive venue for any cause of action arising out of this
Agreement shall be Lake County, Florida.
9.8. Applicable Law
This Agreement and any amendments hereto are executed and delivered in the State of Florida and
shall be governed, interpreted, construed and enforced in accordance with the laws of the State of
Florida.
9.9. Public Records
Contractor expressly understands records associated with this project are public records and agrees
to comply with Florida's Public Records law, to include, to:
A. Keep and maintain public records that ordinarily and necessarily would be required by
the CITY in order to perform the services contemplated herein.
B. Provide the public with access to public records on the same terms and conditions that the
CITY would provide the records and at a cost that does not exceed the cost provided in
this Florida's Public Records law or as otherwise provided by law.
C. Ensure that public records that are exempt or confidential and exempt from public
records disclosure requirements are not disclosed except as authorized by law.
D. Meet all requirements for retaining public records and transfer, at no cost, to the CITY all
public records in possession of CONTRACTOR upon termination of the contract and
destroy any duplicate public records that are exempt or confidential and exempt from
public records disclosure requirements. CONTRACTOR shall use reasonable efforts to
provide all records stored electronically to the CITY in a format that is compatible with
the information technology systems of the CITY.
E. IF CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF
CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO
PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTRACTOR
SHALL CONTACT THE CITY'S CUSTODIAN OF PUBLIC RECORDS AT CITY
CLERK'S OFFICE, (352) 241-7331.
10. AGREEMENT DOCUMENTS
The Agreement Documents, as listed below are herein made fully a part of this Agreement as if
herein repeated.
Document Precedence:
A. This Agreement
B. Purchase Order / Notice To Proceed
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C. An applicable Contractor Quote or Statement of Work
D. All documents contained in the NCPA Contract Number 01-162.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on this 15th day of
February 2023.
CITY OF CLERMONT
DocuSigned by:
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Brian Bulthuis, City anager
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DocuSigned by:
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Tracy Ackroyd Howe, City Clerk
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DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
MCCI, LLC
DocuSigned by:
By:
(Signature
Print Name: Victor D'Aurio
Title: COO
Date:2/17/2023
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
mcci
Purchasing Department
Region 14 Education Service Center
National Cooperative Purchasing Alliance
P.O. Box 701273
Houston, Texas 77270
To Whom it May Concern,
3717 Apalachee Parkway Suite 201
Tallahassee, Florida 32311
(800) 342-2633
www.MCCinnovations.com
The future is clear. We want to make a difference in your team's lives. Our vision is to free one million people from
manual business processes so they can grow, and their organizations can prosper. Today, you are taking steps to be
part of this vision.
While reviewing our proposal, keep in mind MCCi is your partner in the digital transformation journey.
Digital Transformation: As we embark on your digital transformation journey, MCCi is your partner, not just
another vendor. We do the right thing, always. We care deeply about serving our clients and maintaining a solid
reputation for always doing what's right - even when it's not easy. We know that the work we do has a big impact on
our clients' lives and are committed to doing that work with the highest integrity and character level. We are
committed to building a solution to grow in your organization, further streamline processes, and eliminate
bottlenecks.
Full Portfolio of Solutions: As an IT services company with expertise in delivering end -to -end solutions, we provide
our clients some of the leading hyper -automation technologies, including Laserfiche for content services, Blue Prism
for robotic process automation, ABBYY for intelligent capture, and One Span for digital signatures.
Industry Experts: MCCi has the most committed, intelligent, and innovative professionals in the industry. We are a
team ready to create next -level results with the courage to try something new. Without focusing on our clients, we
will not reach our destination. With 150 years of combined professional services experience, your assigned project
manager is committed to your implementation success.
Thank you for your interest in MCCi's solutions, we are pleased to enclose our proposal.
Sincerely,
Stephanie Wood
Director of Sales Operations
Corporate Office
(800) 342-2633 ext. 1739 1 swood@mccinnovations.com
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
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TABLE OF CONTENTS
Tab 1 - MASTER AGREEMENT - GENERAL TERMS AND CONDITIONS...................................................................................4
Tab 2 - NCPA ADMINISTRATION AGREEMENT....................................................................................................................14
Tab 3 - VENDOR QUESTIONNAIRE.......................................................................................................................................18
Tab4 - VENDOR PROFILE.....................................................................................................................................................22
Tab 5 - PRODUCTS AND SERVICES.......................................................................................................................................31
Warranty.......................................................................................................................................................................................................
31
Products........................................................................................................................................................................................................
32
Construction.................................................................................................................................................................................................32
1. Categories.................................................................................................................................................................................................33
2. Products and Services.............................................................................................................................................................................58
Tab6 - REFERENCES.............................................................................................................................................................78
Tab7 - PRICING....................................................................................................................................................................
81
Tab 8 - VALUE ADDED PRODUCTS AND SERVICES..............................................................................................................
82
ServicePackages..........................................................................................................................................................................................82
MCCi's Supplemental Support Packages................................................................................................................................................110
ManagedCloud Overview.........................................................................................................................................................................115
ABBYYOverview.........................................................................................................................................................................................1
17
OneSpanOverview....................................................................................................................................................................................122
JustFOIA Overview.....................................................................................................................................................................................123
Tab 9 - REQUIRED DOCUMENTS........................................................................................................................................126
, mcci
Request for Proposal 36-22 for Documents and Records Management
Page 3 of 140
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TAB 1
MASTER AGREEMENT - GENERAL TERMS AND CONDITIONS
Customer Support
The vendor shall provide timely and accurate technical advice and sales support. The vendor
shall respond to such requests within one (1) working day after receipt of the request.
Disclosures
Respondent affirms that he/she has not given, offered to give, nor intends to give at any time
hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount,
trip, favor or service to a public servant in connection with this contract.
The respondent affirms that, to the best of his/her knowledge, the offer has been arrived at
independently, and is submitted without collusion with anyone to obtain information or gain any
favoritism that would in any way limit competition or give an unfair advantage over other
vendors in the award of this contract.
Renewal of Contract
Unless otherwise stated, all contracts are for a period of three (3) years with an option to renew
for up to two (2) additional one-year terms or any combination of time equally not more than 2
years if agreed to by Region 14 ESC and the vendor.
Funding Out Clause
Any/all contracts exceeding one (1) year shall include a standard "funding out" clause. A
contract for the acquisition, including lease, of real or personal property is a commitment of the
entity's current revenue only, provided the contract contains either or both of the following
provisions:
Retains to the entity the continuing right to terminate the contract at the expiration of each
budget period during the term of the contract and is conditioned on a best efforts attempt by the
entity to obtain appropriate funds for payment of the contract.
Shipments (if applicable)
The awarded vendor shall ship ordered products within seven (7) working days for goods
available and within four (4) to six (6) weeks for specialty items after the receipt of the order
unless modified. If a product cannot be shipped within that time, the awarded vendor shall notify
the entity placing the order as to why the product has not shipped and shall provide an
estimated shipping date. At this point the participating entity may cancel the order if estimated
shipping time is not acceptable.
Tax Exempt Status
Since this is a national contract, knowing the tax laws in each state is the sole responsibility of
the vendor.
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Payments
The entity using the contract will make payments directly to the awarded vendor or their
affiliates (distributors/business partners/resellers) as long as written request and approval by
NCPA is provided to the awarded vendor.
Adding Authorized Distributors/Dealers
Awarded vendors may submit a list of distributors/partners/resellers to sell under their contract
throughout the life of the contract. Vendor must receive written approval from NCPA before such
distributors/partners/resellers considered authorized.
Purchase orders and payment can only be made to awarded vendor or distributors/ business
partners/resellers previously approved by NCPA.
Pricing provided to members by added distributors or dealers must also be less than or equal to
the pricing offered by the awarded contract holder.
All distributors/partners/resellers are required to abide by the Terms and Conditions of the
vendor's agreement with NCPA.
Pricing
All pricing submitted shall include the administrative fee to be remitted to NCPA by the awarded
vendor. It is the awarded vendor's responsibility to keep all pricing up to date and on file with
NCPA.
All deliveries shall be freight prepaid, F.O.B. destination and shall be included in all pricing
offered unless otherwise clearly stated in writing
Warranty
Proposal should address the following warranty information:
• Applicable warranty and/or guarantees of equipment and installations including any
conditions and response time for repair and/or replacement of any components during
the warranty period.
• Availability of replacement parts
• Life expectancy of equipment under normal use
• Detailed information as to proposed return policy on all equipment
Products: Vendor shall provide equipment, materials and products that are new unless
otherwise specified, of good quality and free of defects
Construction: Vendor shall perform services in a good and workmanlike manner and in
accordance with industry standards for the service provided.
Safety
Vendors performing services shall comply with occupational safety and health rules and
regulations. Also all vendors and subcontractors shall be held responsible for the safety of their
employees and any conditions that may cause injury or damage to persons or property.
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Permits
Since this is a national contract, knowing the permit laws in each state is the sole responsibility
of the vendor.
Indemnity
The awarded vendor shall protect, indemnify, and hold harmless Region 14 ESC and its
participants, administrators, employees and agents against all claims, damages, losses and
expenses arising out of or resulting from the actions of the vendor, vendor employees or vendor
subcontractors in the preparation of the solicitation and the later execution of the contract.
Franchise Tax
The respondent hereby certifies that he/she is not currently delinquent in the payment of any
franchise taxes.
Supplemental Agreements
The entity participating in this contract and awarded vendor may enter into a separate
supplemental agreement to further define the level of service requirements over and above the
minimum defined in this contract i.e. invoice requirements, ordering requirements, specialized
delivery, etc. Any supplemental agreement developed as a result of this contract is exclusively
between the participating entity and awarded vendor.
Certificates of Insurance
Certificates of insurance shall be delivered to the Public Agency prior to commencement of
work. The insurance company shall be licensed in the applicable state in which work is being
conducted. The awarded vendor shall give the participating entity a minimum of ten (10) days
notice prior to any modifications or cancellation of policies. The awarded vendor shall require all
subcontractors performing any work to maintain coverage as specified.
Legal Obligations
It is the Respondent's responsibility to be aware of and comply with all local, state, and federal
laws governing the sale of products/services identified in this RFP and any awarded contract
and shall comply with all while fulfilling the RFP. Applicable laws and regulation must be
followed even if not specifically identified herein.
Protest
A protest of an award or proposed award must be filed in writing within ten (10) days from the
date of the official award notification and must be received by 5:00 pm CST. Protests shall be
filed with Region 14 ESC and shall include the following:
• Name, address and telephone number of protester
• Original signature of protester or its representative
• Identification of the solicitation by RFP number
• Detailed statement of legal and factual grounds including copies of relevant documents
and the form of relief requested
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Any protest review and action shall be considered final with no further formalities being
considered.
Force Majeure
If by reason of Force Majeure, either party hereto shall be rendered unable wholly or in part to
carry out its obligations under this Agreement then such party shall give notice and full
particulars of Force Majeure in writing to the other party within a reasonable time after
occurrence of the event or cause relied upon, and the obligation of the party giving such notice,
so far as it is affected by such Force Majeure, shall be suspended during the continuance of the
inability then claimed, except as hereinafter provided, but for no longer period, and such party
shall endeavor to remove or overcome such inability with all reasonable dispatch.
The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or other
industrial disturbances, act of public enemy, orders and regulation of any kind of government of
the United States or any civil or military authority; insurrections; riots; epidemics; pandemic;
landslides; lighting; earthquake; fires; hurricanes; storms; floods; washouts; droughts; arrests;
restraint of government and people; civil disturbances; explosions, breakage or accidents to
machinery, pipelines or canals, or other causes not reasonably within the control of the party
claiming such inability. It is understood and agreed that the settlement of strikes and lockouts
shall be entirely within the discretion of the party having the difficulty, and that the above
requirement that any Force Majeure shall be remedied with all reasonable dispatch shall not
require the settlement of strikes and lockouts by acceding to the demands of the opposing party
or parties when such settlement is unfavorable in the judgment of the party having the difficulty
Prevailing Wage
It shall be the responsibility of the Vendor to comply, when applicable, with the prevailing wage
legislation in effect in the jurisdiction of the purchaser. It shall further be the responsibility of the
Vendor to monitor the prevailing wage rates as established by the appropriate department of
labor for any increase in rates during the term of this contract and adjust wage rates
accordingly.
Termination
Either party may cancel this contract in whole or in part by providing written notice. The
cancellation will take effect 30 business days after the other party receives the notice of
cancellation. After the 30th business day all work will cease following completion of final
purchase order.
Open Records Policy
Because Region 14 ESC is a governmental entity responses submitted are subject to release
as public information after contracts are executed. If a vendor believes that its response, or
parts of its response, may be exempted from disclosure, the vendor must specify page -by -page
and line -by-line the parts of the response, which it believes, are exempt. In addition, the
respondent must specify which exception(s) are applicable and provide detailed reasons to
substantiate the exception(s).
The determination of whether information is confidential and not subject to disclosure is the duty
of the Office of Attorney General (OAG). Region 14 ESC must provide the OAG sufficient
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information to render an opinion and therefore, vague and general claims to confidentiality by
the respondent are not acceptable. Region 14 ESC must comply with the opinions of the OAG.
Region14 ESC assumes no responsibility for asserting legal arguments on behalf of any vendor.
Respondent are advised to consult with their legal counsel concerning disclosure issues
resulting from this procurement process and to take precautions to safeguard trade secrets and
other proprietary information.
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PROCESS
Region 14 ESC will evaluate proposals in accordance with, and subject to, the relevant statutes,
ordinances, rules, and regulations that govern its procurement practices. NCPA will assist
Region 14 ESC in evaluating proposals. Award(s) will be made to the prospective vendor whose
response is determined to be the most advantageous to Region 14 ESC, NCPA, and its
participating agencies. To qualify for evaluation, response must have been submitted on time,
and satisfy all mandatory requirements identified in this document.
Contract Administration
The contract will be administered by Region 14 ESC. The National Program will be administered
by NCPA on behalf of Region 14 ESC.
Contract Term
The contract term will be for three (3) year starting from the date of the award. The contract may
be renewed for up to two (2) additional one-year terms or any combination of time equally not
more than 2 years.
It should be noted that maintenance/service agreements may be issued for up to (5) years under
this contract even if the contract only lasts for the initial term of the contract. NCPA will monitor
any maintenance agreements for the term of the agreement provided they are signed prior to the
termination or expiration of this contract.
Contract Waiver
Any waiver of any provision of this contract shall be in writing and shall be signed by the duly
authorized agent of Region 14 ESC. The waiver by either party of any term or condition of this
contract shall not be deemed to constitute waiver thereof nor a waiver of any further or
additional right that such party may hold under this contract.
Price Increases
Should it become necessary, price increase requests may be submitted at any point during the
term of the contract by written amendment. Included with the request must be documentation
and/or formal cost justification for these changes. Requests will be formally reviewed, and if
justified, the amendment will be approved.
Products and Services Additions
New Products and/or Services may be added to the resulting contract at any time during the
term by written amendment, to the extent that those products and/or services are within the
scope of this RFP.
Competitive Range
It may be necessary for Region 14 ESC to establish a competitive range. Responses not in the
competitive range are unacceptable and do not receive further award consideration.
.. Mcci Request For groposel 36-12 For Documerits and Records Management Page 9 GT 141�
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Deviations and Exceptions
Deviations or exceptions stipulated in response may result in disqualification. It is the intent of
Region 14 ESC to award a vendor's complete line of products and/or services, when possible.
Estimated Quantities
While no minimum volume is guaranteed, the estimated (but not limited to) annual volume for
Products and Services purchased under the proposed Master Agreement is $25 million dollars
annually. This estimate is based on the anticipated volume of Region 14 ESC and current sales
within the NCPA program.
Evaluation
Region 14 ESC will review and evaluate all responses in accordance with, and subject to, the
relevant statutes, ordinances, rules and regulations that govern its procurement practices.
NCPA will assist the lead agency in evaluating proposals. Recommendations for contract
awards will be based on multiple factors, each factor being assigned a point value based on its
importance.
Formation of Contract
A response to this solicitation is an offer to contract with Region 14 ESC based upon the terms,
conditions, scope of work, and specifications contained in this request. A solicitation does not
become a contract until it is accepted by Region 14 ESC. The prospective vendor must submit a
signed Signature Form with the response thus, eliminating the need for a formal signing
process. Contract award letter issued by Region 14 ESC is the counter -signature document
establishing acceptance of the contract.
NCPA Administrative Agreement
The vendor will be required to enter and execute the National Cooperative Purchasing Alliance
Administration Agreement with NCPA upon award with Region 14 ESC. The agreement
establishes the requirements of the vendor with respect to a nationwide contract effort.
Clarifications/Discussions
Region 14 ESC may request additional information or clarification from any of the respondents
after review of the proposals received for the sole purpose of elimination minor irregularities,
informalities, or apparent clerical mistakes in the proposal. Clarification does not give
respondent an opportunity to revise or modify its proposal, except to the extent that correction of
apparent clerical mistakes results in a revision. After the initial receipt of proposals, Region 14
ESC reserves the right to conduct discussions with those respondent's whose proposals are
determined to be reasonably susceptible of being selected for award. Discussions occur when
oral or written communications between Region 14 ESC and respondent's are conducted for the
purpose clarifications involving information essential for determining the acceptability of a
proposal or that provides respondent an opportunity to revise or modify its proposal. Region 14
ESC will not assist respondent bring its proposal up to the level of other proposals through
discussions. Region 14 ESC will not indicate to respondent a cost or price that it must meet to
neither obtain further consideration nor will it provide any information about other respondents'
proposals or prices.
mcci Request for Proposal 36-22 For Documents and Records Management Page 10 of 140
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Multiple Awards
Multiple Contracts may be awarded as a result of the solicitation. Multiple Awards will ensure
that any ensuing contracts fulfill current and future requirements of the diverse and large
number of participating public agencies.
Past Performance
Past performance is relevant information regarding a vendor's actions under previously awarded
contracts; including the administrative aspects of performance; the vendor's history of
reasonable and cooperative behavior and commitment to customer satisfaction; and generally,
the vendor's businesslike concern for the interests of the customer.
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EVALUATION CRITERIA
Pricing (40 points)
Electronic Price Lists
• Products, Services, Warranties, etc. price list
• Prices listed will be used to establish both the extent of a vendor's product lines,
services, warranties, etc. available from a particular bidder and the pricing per item.
Ability to Provide and Perform the Required Services for the Contract (25 points)
• Product Delivery within participating entities specified parameters
• Number of line items delivered complete within the normal delivery time as a percentage
of line items ordered.
• Vendor's ability to perform towards above requirements and desired specifications.
• Past Cooperative Program Performance
• Quantity of line items available that are commonly purchased by the entity.
• Quality of line items available compared to normal participating entity standards.
References and Experience (20 points)
• A minimum of ten (10) customer references for product and/or services of similar scope
dating within past 3 years
• Respondent Reputation in marketplace
• Past Experience working with public sector.
• Exhibited understanding of cooperative purchasing
Value Added Products/Services Description, (8 points)
• Additional Products/Services related to the scope of RFP
• Marketing and Training
• Minority and Women Business Enterprise (MWBE) and (HUB) Participation
• Customer Service
Technology for Supporting the Program (7 points)
• Electronic on-line catalog, order entry use by and suitability for the entity's needs
• Quality of vendor's on-line resources for NCPA members.
• Specifications and features offered by respondent's products and/or services
Mcc Request for ProposaJ 36-22 for Documents and Records Management Page 12 of 1d�
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SIGNATURE FORM
The undersigned hereby proposes and agrees to furnish goods and/or services in strict
compliance with the terms, specifications and conditions at the prices proposed within response
unless noted in writing. The undersigned further certifies that he/she is an officer of the company
and has authority to negotiate and bind the company named below and has not prepared this bid
in collusion with any other Respondent and that the contents of this proposal as to prices, terms
or conditions of said bid have not been communicated by the undersigned nor by any employee
or agent to any person engaged in this type of business prior to the official opening of this
proposal.
Prices are guaranteed: 120 days
MCCi, LLC.
Company Name
3717 Apalachee Parkway, Suite 201
Address
Tallahassee
FL 32311
City
State Zip
(850)701-0725
(850)564-7496
Telephone Number
Fax Number
salesoperations@mccinnovations.com
Email Address
Donny Barstow
President & CEO
Printed Name
Position
E-SIG b onn Barstow
on 20 1iZS5ff62 GMT
Authorized Signature
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TAB 2
NCPA ADMINISTRATION AGREEMENT
This Administration Agreement is made as of December 8, 2022 by and
between National Cooperative Purchasing Alliance ("NCPA") and
MCCi, LLC ("Vendor").
Recitals
WHEREAS, Region 14 ESC has entered into a certain Master Agreement dated
December 8, 2022 , referenced as Contract Number 01-162 , by
and between Region 14 ESC and Vendor, as may be amended from time to time in accordance
with the terms thereof (the "Master Agreement"), for the purchase of Document and Records
Management;
WHEREAS, said Master Agreement provides that any state, city, special district, local
government, school district, private K-12 school, technical or vocational school, higher
education institution, other government agency or nonprofit organization (hereinafter referred to
as "public agency" or collectively, "public agencies") may purchase products and services at the
prices indicated in the Master Agreement;
WHEREAS, NCPA has the administrative and legal capacity to administer purchases
under the Master Agreement to public agencies;
WHEREAS, NCPA serves as the administrative agent for Region 14 ESC in connection
with other master agreements offered by NCPA
WHEREAS, Region 14 ESC desires NCPA to proceed with administration of the Master
Agreement;
WHEREAS, NCPA and Vendor desire to enter into this Agreement to make available the
Master Agreement to public agencies on a national basis;
NOW, THEREFORE, in consideration of the payments to be made hereunder and the
mutual covenants contained in this Agreement, NCPA and Vendor hereby agree as follows:
General Terms and Conditions
The Master Agreement, attached hereto as Exhibit 1 and incorporated herein by
reference as though fully set forth herein, and the terms and conditions contained therein
shall apply to this Administration Agreement except as expressly changed or modified by
this Administration Agreement.
NCPA shall be afforded all of the rights, privileges and indemnifications afforded to
Region 14 ESC under the Master Agreement, and such rights, privileges and
indemnifications shall accrue and apply with equal effect to NCPA under this
Administration Agreement including, but not limited to, Contractor's obligation to provide
appropriate insurance and certain indemnifications to Region 14 ESC.
mcci Request For Proposal 36-Z2 for Dow me nu antl Records Management page 14 pf 1qp
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• Contractor shall perform all duties, responsibilities and obligations required under the
Master Agreement in the time and manner specified by the Master Agreement.
• NCPA shall perform all of its duties, responsibilities, and obligations as administrator of
purchases under the Master Agreement as set forth herein, and Contractor
acknowledges that NCPA shall act in the capacity of administrator of purchases under
the Master Agreement.
• With respect to any purchases made by Region 14 ESC or any Participating Agency
pursuant to the Master Agreement, NCPA (a) shall not be construed as a dealer, re -
marketer, representative, partner, or agent of any type of Contractor, Region 14 ESC, or
such Participating Agency, (b) shall not be obligated, liable or responsible (i) for any
orders made by Region 14 ESC, any Participating Agency or any employee of Region
14 ESC or Participating Agency under the Master Agreement, or (ii) for any payments
required to be made with respect to such order, and (c) shall not be obligated, liable or
responsible for any failure by the Participating Agency to (i) comply with procedures or
requirements of applicable law, or (ii) obtain the due authorization and approval
necessary to purchase under the Master Agreement. NCPA makes no representations
or guaranties with respect to any minimum purchases required to be made by Region 14
ESC, any Participating Agency, or any employee of Region 14 ESC or Participating
Agency under this Administration Agreement or the Master Agreement.
• With respect to any supplemental agreement entered into between a Participating
Agency and Contractor pursuant to the Master Agreement, NCPA, its agents, members
and employees shall not be made party to any claim for breach of such agreement.
• This Administration Agreement supersedes any and all other agreements, either oral or
in writing, between the parties hereto with respect to the subject matter hereof, and no
other agreement, statement, or promise relating to the subject matter of this
Administrative Agreement which is not contained herein shall be valid or binding.
• Contractor agrees to allow NCPA to use their name and logo within website, marketing
materials and advertisement. Any use of NCPA name and logo or any form of publicity
regarding this Administration Agreement or the Master Agreement by Contractor must
have prior approval from NCPA.
• If any action at law or in equity is brought to enforce or interpret the provisions of this
Administration Agreement or to recover any administrative fee and accrued interest, the
prevailing party shall be entitled to reasonable attorney's fees and costs in addition to
any other relief to which such party may be entitled.
• Neither this Administration Agreement nor any rights or obligations hereunder shall be
assignable by Contractor without prior written consent of NCPA, provided, however, that
the Contractor may, without such written consent, assign this Administration Agreement
and its rights and delegate its obligations hereunder in connection with the transfer or
sale of all or substantially all of its assets or business related to this Administration
Agreement, or in the event of its merger, consolidation, change in control or similar
transaction. Any permitted assignee shall assume all assigned obligations of its assignor
under this Administration Agreement.
• This Administration Agreement and NCPA's rights and obligations hereunder may be
assigned at NCPA's sole discretion, to an existing or newly established legal entity that
has the authority and capacity to perform NCPA's obligations hereunder.
Term of Agreement
This Agreement shall be in effect so long as the Master Agreement remains in effect, provided,
however, that the obligation to pay all amounts owed by Vendor to NCPA through the
mcci Request for Proposal 36-2.2 for Documents an-1 Records Vanagement Page 15 of 14
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termination of this Agreement and all indemnifications afforded by Vendor to NCPA shall survive
the term of this Agreement.
Fees and Reporting
The awarded vendor shall electronically provide NCPA with a detailed quarterly report showing
the dollar volume of all sales under the contract for the previous quarter. Reports are due on the
fifteenth (15t") day after the close of the previous quarter. It is the responsibility of the awarded
vendor to collect and compile all sales under the contract from participating members and
submit one (1) report. The report shall include at least the following information as listed in the
example below:
Entity Name Zip Code State PO or Job # Sale Amount
Total
Each quarter NCPA will invoice the vendor based on the total of sale amount(s) reported. From
the invoice the vendor shall pay to NCPA an administrative fee based upon the tiered fee
schedule below. Vendor's annual sales shall be measured on a calendar year basis. Deadline
for term of payment will be included in the invoice NCPA provides.
Annual Sales Through Contract
0 - $30,000,000
$30,000,001 - $50,000,000
$50,000,001 +
Administrative Fee
2%
1.5%
1%
Supplier shall maintain an accounting of all purchases made by Public Agencies under the
Master Agreement. NCPA and Region 14 ESC reserve the right to audit the accounting for a
period of four (4) years from the date NCPA receives the accounting. In the event of such an
audit, the requested materials shall be provided at the location designated by Region 14 ESC or
NCPA. In the event such audit reveals an under reporting of Contract Sales and a resulting
underpayment of administrative fees, Vendor shall promptly pay NCPA the amount of such
underpayment, together with interest on such amount and shall be obligated to reimburse
NCPA's costs and expenses for such audit.
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ACKNOWLEDGMENT OF CONTRACTOR REQUIREMENTS
National Cooperative Purchasing Alliance
Organization
Matthew Mackel
Name
Director, Business Development
Title
PO Box 701273
Address
Houston, TX 77270
Address
December 8, 2022
Date
MCCi, LLC
Vendor Name
Donald Barstow
Name
President and CEO
Title
3717 Apalachee Parkway, Suite 201
Address
Tallahassee, Florida 32311
Address
E-SIGNED by Donny Barstow
on 2022-10-24 17:59:09 GMT
Signature
October 24, 2022
Date
MCC Requestfor Proposal 36-27 For Documeri[s and Records Management Page 17 pt 1qQ
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TAB 3
VENDOR QUESTIONAIRE
Please provide responses to the following questions that address your company's operations,
organization, structure, and processes for providing products and services.
Locations Covered
• Bidder must indicate any and all locations where products and services can be offered.
• Please indicate the price co -efficient for each location if it varies.
© All 50 States & District of Columbia
(Selecting this box is equal to checking all boxes below)
❑ Alabama ❑ Illinois ❑ Montana ❑ Rhode Island
❑ Alaska ❑ Indiana ❑ Nebraska ❑ South Carolina
❑ Arizona ❑ Iowa ❑ Nevada ❑ South Dakota
I ❑ Arkansas
❑ California
❑ Colorado
❑ Connecticut
❑ Delaware
❑ D.C.
❑ Florida
❑ Georgia
❑ Hawaii
❑ Idaho
❑ Kansas
❑ Massachusetts
❑ Michigan
❑ Minnesota
❑ Mississippi
❑ Missouri
❑ Kentucky
❑ Louisiana
❑ Maine
❑ Maryland
❑ New Hampshire ❑ Tennessee
❑ New Jersey
❑ New Mexico
❑ New York
❑ North Carolina
❑ North Dakota
❑ Ohio
❑ Oklahoma
❑ Oregon
❑ Pennsylvania
❑ All U.S. Territories and Outlying Areas
(Selecting this box is equal to checking all boxes below)
❑ American Somoa
❑ Federated States of Micrones
❑ Guam
❑ Midway Islands
❑ Texas
❑ Utah
❑ Vermont
❑ Virginia
❑ Washington
❑ West Virginia
❑ Wisconsin
❑ Wyoming
❑ Northern Marina Island
❑ Puerto Rico
❑ U.S. Virgin Islands
ric c Request fur Proposal 36-22 For Dow ments and Records Management Page f8 of 1d8
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® All Canada Provinces and Territories All Orders will be placed in US Dollars
(Selecting this box is equal to checking all boxes below)
❑ Alberta
❑ British Columbia
❑ Manitoba
❑ New Brunswick
❑ Newfoundland and Labrador
❑ Nova Scotia
❑ Ontario
❑ Prince Edward Island
❑ Quebec
❑ Saskatchewan
❑ Northwest Territories
❑ Nunavut
❑ Yukon
If awarded a Master Agreement, will your company extend the terms offered in your Proposal to
public agencies in Canada? If no or maybe, please explain.
© Yes ❑ Maybe ❑ No
All Orders will be placed in US Dollars
If awarded a Master Agreement, will your company extend the terms offered in your Proposal to
private sector customers?
❑ Yes ❑ Maybe K] No
Minority and Women Business Enterprise (MWBE) and (HUB) Participation
It is the policy of some entities participating in NCPA to involve minority and women business
enterprises (MWBE) and historically underutilized businesses (HUB) in the purchase of goods
and services. Respondents shall indicate below whether or not they are an M/WBE or HUB
certified.
❑ Minority/Women Business Enterprise ❑ Historically Underutilized Business
Respondent Certifies that this firm Respondent Certifies that this firm is a
a Minority / Women Business Enterprise Historically Underutilized Business
Small Business, MWBE and HUB Growth
If Proposer is a Large, National or Multinational Organization/Corporation, what programs are in
place that partners or supports the growth of small and MWEB and HUB business? If yes,
please describe.
❑ N/A, we are a recognized small, MWEB or HUB organization
❑X No, we do not have any programs in place.
❑ Yes, we have programs in place.
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Residency
Responding Company's principal place of business is in the city of Tallahassee
State of Florida
Felony Conviction Notice
Please Check Applicable Box (If the V box is checked, a detailed explanation of the names and
convictions must be attached):
❑ A publicly held corporation; therefore, this reporting requirement is not applicable.
® Is not owned or operated by anyone who has been convicted of a felony.
❑ Is owned or operated by the following individual(s) who has/have been convicted of a felony
Distribution Channel
Which best describes your company's position in the distribution channel:
® Manufacturer Direct
❑ Certified education/government reseller
❑ Authorized Distributor
❑ Manufacturer marketing through reseller
© Value-added reseller
❑ Other:
Processing Contact Information
Contact Person Stephanie Wood
Title Director of Sales Operations
Company MCCi, LLC
Address 3717 Apalachee Parkway, Suite 201
City/State/Zip Tallahassee, FL 32311
Phone (850) 701-0725
Email swood@mccinnovations.com
Pricing Information
In addition to the current typical unit pricing furnished herein, the Vendor agrees to offer all
future product introductions at prices that are proportionate to Contract Pricing. If answer is no,
attach a statement detailing how pricing for NCPA participants would be calculated for future
product introductions.
® Yes ❑ No
F. mcc, Request for Proposal 36-Z2 for Documents antl Records Management Page 20 pf 140
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Pricing submitted includes the required NCPA administrative fee. The NCPA fee is calculated
based on the invoice price to the customer.
® Yes ❑ No
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TAB 4 - VENDOR PROFILE
COMPANY'S OFFICIAL REGISTERED NAME.
MCCi, LLC.
BRIEF HISTORY OF YOUR COMPANY, INCLUDING THE YEAR IT WAS ESTABLISHED.
In 2003, MCCi was founded as a company primarily focused on helping public sector organizations with records
management and document digitization. We quickly achieved our goal to be the largest Laserfiche solution
provider and, in the process, helping our clients go paperless. As technology and our clients' needs changed, we
became more involved in their business processes and operations. Over the past decade, we have gone through
our own digital transformation journey. We've evolved into a consulting company with expertise in business
process automation and we provide our clients with leading hyper -automation technologies. We are a trusted
partner to approximately 1,000 public sector organizations as an end -to -end services provider who fiercely
believes that strong partnerships and people lead to successful outcomes.
MCCi is headquartered in Tallahassee, Florida but has a virtual -first workforce with approximately 130 employees
spread across the nation. Our team is composed of some of the most committed, intelligent, and innovative
industry professionals. MCCi prides itself as a high -growth, high -touch workplace that attracts great talent and
focuses on their core values. This growth mindset is deeply embedded, starting with the hiring and onboarding
stage, and continuing throughout each person's career development. As an expert in emerging technologies, we
have a disciplined practice of continuous training as demonstrated by our team's many industry certifications.
Our focus on leadership (philosophy and practice) is intense, deliberate, and believed to be a core differentiator
as a company.
Our growth and the success of our clients are widely recognized. Most recently, inc. Magazine recognized MCCi
as one of their "Inc. 5000" fastest -growing private companies in the United States. Additional noteworthy
recognition includes such accolades as: Top 10 Best Companies to Work, Florida Companies to Watch, Microsoft
Gold Certified Partner, ABBYY Partner of the Year, Blue Prism Public Sector Partner of the Year, and the only
Laserfiche Diamond -Level Provider.
COMPANY'S DUN & BRADSTREET (D&B) NUMBER.
# 557446916
COMPANY'S ORGANIZATIONAL CHART OF THOSE INDIVIDUALS THAT WOULD BE INVOLVED IN THE
CONTRACT.
MCCi team members are focused on customer service in every aspect of our clients' projects. We focus on the
"Client Lane" as a theme to unite us in how we serve. MCCi brings a dedicated staff of 130 of the most creative and
intelligent professionals in the industry. Below is a list of a few individuals that would be involved in the NCPA
projects as well as MCCi's Organizational Chart.
Executive Team
MCCi's Executive Team is available for any escalation needed for our clients.
Donny Barstow (President & CEO)
Victor D'Aurio (COO)
Shawn Hermann (CIO)
Jody Bennett (SVP of Sales & Marketing)
Emery Jones (CFO)
Account Team
MCCi's Account Team will serve as the main points of contact throughout the contract for sales, customer
service, pre -sales, and various other needs the client may have outside of professional services or technical
MCCi Request for Proposal 36-22 for Documents and Records Management Page 22 of 140
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support. These individuals are listed in the section below as Account Executives, Solutions Architects, Territory
Managers and Account Managers.
Professional Services Team
The Professional Services team members will be available as a contact for professional services. Several
Professional Services Team are listed below in the state offices section as Program Managers, Project Managers,
Project Coordinators, System Engineers, and Technical Trainers.
Technical Support Team
MCCi has a technical support team of over sixteen support experts led by Drew Ferrell (MCCi Support Manager).
Almost 10 years ago, Drew joined our support team as a technician. He has seen it all serving our diverse client
base over his impressive tenure. A 99% client satisfaction rating speaks to the organization he has built.
Sales Operations & Finance
MCCi Sales Operations & Finance teams handle sales quotes, invoicing, renewals, billing inquiries, etc. These
teams are led by Stephanie Wood (Director of Sales Operations) and Emery Jones (CFO). These teams are ready
and able to answer questions when needed.
GAO & EXECUTIVE T�qM
CORPORATE OFFICE LOCATION.
MCCi's Corporate office is located at 3717 Apalachee Parkway, Suite 201, Tallahassee FL 32311
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LIST THE NUMBER OF SALES AND SERVICES OFFICES FOR STATES BEING BID IN SOLICITATION. LIST THE NAMES
OF KEY CONTACTS AT EACH WITH TITLE, ADDRESS, PHONE AND E-MAIL ADDRESS.
Florida Home Office
Donny Barstow -- President & Chief Executive Officer
Victor D'Aurio -- Chief Operating Officer
Shawn Hermann -- Chief Information Officer
Lawrence Steed - Territory Manager
Gabe Young - Solutions Architect
Jack Frazee - Senior Account Manager
Alexandra Barnes - Account Manager
Austin Morris -- Account Manager
Kyle Law -- Account Manager
Jenice Owens -- Account Manager
Desiree Johnson - Project Manager
Dana Terry -- Project Manager
Keith Hay -- Lead Technical Engineer
Mahmoud Abdelhadi -- Systems Engineer I
Paula Gomez -- Project Coordinator 11
Paul Heavener -Technical Trainer
California Office
EmeryJones -- Chief Financial Officer
Rose Brewer -- Solutions Architect
Menfis Clark - Account Manager
Paul Pastor - Systems Engineer I
Alex Wilson -- Systems Engineer III
Colorado Office
Justin Mandeville -- Account Manager
Arianna Kessler - Project Coordinator
Lauren Keddington -- Systems Engineer I
Veronica Lopez -- Technical Trainer
Florida Offices
Traci Small -- Vice President of Enterprise Sales
Alexis Blue -- Enterprise Account Manager
Bryan Frick - Account Executive
Michael Lunn - Lead Technical Engineer
Seth Gordon - Project Coordinator
Georgia Office
Michael Beaudreau - Account Executive
Taylor E Hutchinson - Territory Manager
Idaho Office
Sahara Peterson -- Account Manager
Jeremy Wheeler - Systems Engineer I
Bryant Biorn -- Systems Engineer III
Mississippi Office
Jody Bennett -- Senior Vice President of Sales & Marketing
New Hampshire Office
Michael Collier -- Account Manager
New Jersey Office
Jessica Steiner -- Project Coordinator
North Carolina Office
Garrick Tomlin -- Client Consulting Program Manager
Kevin Smith -- Account Executive
Nathan Whicker - Lead Solutions Architect
David Maddox - Senior Solutions Architect
Katie Hennigan - Project Manager
Molly McCarthy - Systems Engineer II
Jeffrey L Neelley -- Systems Engineer III
South Carolina Office
Kimberly Ratliff - Project Coordinator
James Rutherford -- Systems Engineer I
Texas Office
Jessica Smith - Commercial Projects Program Manager
Rigo Ruiz -- Project Manager
Jason Eades - Systems Engineer II
Darrell Rush -- Systems Engineer II
Levi Johnson -- Systems Engineer III
Virginia Office
Mike Pazuki - Director of Intelligent Automation
Jeremy Gibson -- Account Executive
Brian Sabian - Senior Solutions Architect
Angela Ellis - Solutions Architect
John Geist - Project Manager/Systems Engineer
Jeremy Blackwell - Project Manager
Washington Office
Andre Armstead -- Account Executive
Wisconsin Office
Adrienne Hussey -- Account Manager
Please Note -- additional contact information will be
provided upon request.
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DEFINE YOUR STANDARD TERMS OF PAYMENT.
MCCi, utilizes a standard net 30 payment terms policy. Billing terms and milestones are based on specific
projects and deliverables.
WHO IS YOUR COMPETITION IN THE MARKETPLACE?
MCCi is a business process automation company that accelerates digital transformation by adding intelligence to
clients' processes enterprise -wide. As an IT services company with expertise in delivering end -to -end solutions,
we provide our clients some of the leading hyper -automation technologies. MCCi does run into competition
with other companies offering similar products and services, but most are lacking the extensive government
knowledge that we can provide. Our competition includes other document management companies, other RPA
companies, and other intelligent capture companies.
WHAT DIFFERENTIATES YOUR COMPANY FROM COMPETITORS?
MCCi has over 20 years of experience enabling public sector clients to achieve operational efficiencies and meet
regulatory commitments with enterprise document/content management technology. This experience shines
during our implementations as we have developed a strong set of best practices and take a great deal of pride in
every client.. MCCi has been the #1 Laserfiche Solution Provider in the public sector since 2005 and the #1
Laserfiche Solution Provider in the world for the last 10 years.
After implementation, we provide world -class support and on -going project services. Our client satisfaction rating
is 99% because we put our clients first. Our support team is comprised of Laserfiche-certified, friendly
professionals available 24/7/365. We have the largest Laserfiche services team in the country, which enables us to
properly staff our clients' projects with the right experts for their needs.
MCCi Differentiator: Experience in Deployment
• Largest Laserfiche Provider -We have implemented over 1300 Laserfiche systems successfully and
support over 115,000 users. We do not underbid; we over deliver. We ensure client satisfaction on every
project. We currently have over thirty-five state agencies as happy clients. We understand the complexities
and intricacies of state agencies.
• Public Sector Focus - MCCi provides services to approximately 1,000 public sector agencies including School
Districts, Cities, Counties, State Agencies, Special Districts, Higher Education, and more. MCCI also
understands the critical compliance requirements of records management in the public sector and has in-
depth knowledge of deploying and configuring the Records Management Module in the Laserfiche.
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• Professional Certifications - MCCi's staff is well -trained and holds multiple certifications in security, HIPPA,
CJIS, project management, records management, CDIA+ and more to give clients the peace of mind that
they're in the most competent hands. Our staff is also either Laserfiche Gold or Platinum Certified. MCCI also
has certifications in UiPath and Blue Prism for additional robotic process automation needs.
• Specialization in Enterprise Adoption- Our goal is to maximize client ROI for Laserfiche. We future -proof
initial project plans, knowing that one day Laserfiche will be used across the client's entire organization. This
mindset helps clients plan to meet their short-term objectives while architecting the solution to align with
long-term priorities and reduce maintenance burden. Our professional services team has technical trainers
that provide best -in -class, hands-on training to ensure enterprise -wide adoption. Our project managers know
the product. They are Laserfiche Gold Certified and hold other professional certifications. They get to know
client business processes and help clients implement a plan that considers their needs and the technology's
capabilities.
• Development and Migration Skills - We have a highly skilled development team with over 80 years'
combined experience. We have over 20 years' experience migrating documents and data from legacy ECM
solutions. Our team is available for performing data migrations, custom integrations, and other
customizations. While Laserfiche is a no-code/lowcode solution, this team can further extend the platform to
maximize value for clients' organizations.
• Dedicated Support - Once a client's implementation is complete, they will have access to our top -rated
support staff for troubleshooting & supporting their Laserfiche system. Our staff can be easily reached
through email, phone, or our online support center. We have supplementary support packages that scale
based on client needs to ensure they have the necessary assistance and knowledge available. MCCi's client
focus is validated by our 98% renewal rating on Laserfiche support and a client satisfaction score of
99%(updated on a weekly basis). MCCi's multi -layered support team provides multiple contacts to ensure fast
response times and maximize product performance. Our support team has over 50 years of Laserfiche
experience with nine technicians and nine analysts. Our help desk is monitored by live experts ready to
troubleshoot problems and over 90% of all calls are answered live. YTD our team has fielded 2226 calls.
• Digitization Services - MCCI provides document scanning services as well as microfiche and microfilm
conversions so agencies can digitize old content, reduce or eliminate costly storage, and ensure proper
backup of critical records in Laserfiche.
• Training Services - Before, during, and after a client's project, we focus on ensuring the users are trained on
the software and stay up to date on the features available. In addition to our personalized training offered
during implementation, we offer a yearly subscription to our proprietary Online Training Center for
Laserfiche to help protect the client's Laserfiche investment. This allows all types of users, regardless of their
role, to access on -demand videos on popular topics. This information is updated monthly and will be a
continued resource for the organization. We also host and maintain our own fully featured online support
center to ensure our clients gain direct access to training manuals, "how to" checklists, feature -rich training
videos, a vast knowledge base, software updates/release notes, and a special section entitled "Real World
Scenarios" that provides best practices and client use -cases to help pave the way to enterprise adoption.
• MCCi Events - MCCi conducts webinars, user groups, tech days, and other thought leadership events for
continued education for our clients.
DESCRIBE HOW YOUR COMPANY WILL MARKET THIS CONTRACT IF AWARDED.
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MCCi's Marketing Department executes a marketing plan (outlined below) for all MCCi products and services. We
will use these same strategies and tactics for marketing the NCPA contract.
Vertical Focus
MCCi has a long history (20+ years) of serving clients in the public sector. Our experience in this market segment
has given us a wealth of in-depth experience and expertise, along with many client success stories we are proud
to share.
Current public sector verticals we proudly serve include State Agencies, Cities, Counties, Law Enforcement, K-12
School Districts, Special Districts, Courts, and Higher Education.
Tradeshows & Conferences
MCCi attends over 60 conferences each year targeting the above segments. At these events, we have a booth
where we provide informational marketing materials and a team of experts ready to discuss attendees' toughest
automation challenges. Besides the booth, we actively look to secure speaking engagements to establish thought
leadership and educate the market on our products and services. We also sponsor welcome receptions, coffee
breaks, or other conference -related items to increase brand awareness.
We have built strong partnerships with the conference organizers/associations. We have other touchpoints with
their members throughout the year, so we are building brand awareness and keeping momentum outside of the
annual events. For example, they may promote our content or upcoming webinars in their e-newsletters to
sponsoring member webinars. Some of our core partnerships include: IIMC (https://www.iimc.com/), GMIS
(https://www.gmis.org/), and TAGITM (https://www.tagitm.org/).
Content Marketing
MCCi establishes thought leadership and generates inbound leads through publishing content (white papers,
infographics, eBooks, guides) and hosting webinars. We host 1-2 webinars each month and promote these to our
database of contacts through marketing automation. We also use marketing automation and lead scoring to
promote content based on where our audience is in their buyer's journey. We often will syndicate this content
with conference organizers/associations mentioned above and industry publications like GovTech, StateScoop,
and The Learning Council.
Examples of a few pieces of content: The Future of Work in Government, Administrative Secrets to Laserfiche 11,
Benefits of Low -Code and No -Code Business Process Automation Platforms, Cabarrus County Extends Laserfiche
Capabilities, Wins Awards
Digital Marketing
We generate leads by bidding on keywords that represent what we do and then target those who search for our
products and services. If someone is searching for digital transformation consulting services for government
agencies, we want MCCi's website to be first in their search results.
We have a presence on social media. We share and promote our thought -leadership content and re -target leads
with ads from our sales funnel.
We maintain our website and engage in search engine optimization to help us rank organically in search results
for key terms. As part of our website strategy, we maintain pages dedicated to DIR constituents who would like to
learn more about our current contracts:
We partner with digital publications that serve our audience and purchase advertising on their sites and/or e-
newsletters. We advertised with GovTech, Learning Counsel, and StateScoop in 2021.
Direct Sales
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Our sales organization actively prospects to state and local government. We have both mid -market and
enterprise teams that will promote this contract and serve NCPA constituents.
DESCRIBE HOW YOU INTEND TO INTRODUCE NCPA TO YOUR COMPANY.
MCCi is familiar with NCPA and has been working with the organization for several years. Since being awarded
the contract with NCPA, we feel we have a close working relationship, and our team will need no introduction.
DESCRIBE YOUR FIRM'S CAPABILITIES AND FUNCTIONALITY OF YOUR ON-LINE CATALOG / ORDERING
WEBSITE.
Due to the many solutions MCCi provides, it would be too complex to offer an "online catalog/ordering website,"
but our recently redesigned website will assist our clients or potential buyers to easily find solutions to fit their
needs. On the MCCi website, you will find solutions, insights, company information, events, and support. Contact
information is on every page, along with a chat button for quick answers to any questions. In addition to the
website, we have a landing page with NCPA that includes all pertinent information and discounts for easy viewing
by prospective clients.
DESCRIBE YOUR COMPANY'S CUSTOMER SERVICE DEPARTMENT (HOURS OF OPERATION, NUMBER OF SERVICE
CENTERS, ETC.)
MCCI SUPPORT
Clients of MCCi gain a relationship between our staff and their organization to make their product
implementation successful and the usage of their product an enjoyable experience. In order to make this
possible, MCCi offers both proactive and technical support.
PROACTIVE SUPPORT
Clients will work with their Account Executive and Account Manager in the pre -project phase, and they will
continue to support the client throughout their relationship with MCCi. They will assist in pre -implementation
processes and be a resource for you for questions and answer and be in touch throughout the year to discuss
optimal system usage and ensure client satisfaction.
TECHNICAL SUPPORT
MCCi does provide continued technical support for all MCCi applications. Clients can designate several
individuals who are to be the technical support contacts. There is no limit on the number of technical support
calls that can be made. Customers may contact MCCi support via the online support center, email
(support@mccinnovations.com), or telephone (866-942-0464). Several support reps work to cover extended
support hours, in addition, 1-2 reps are on call for 24/7 support clients. Normal/Extended support hours are
8am-8pm EST, 24/7 on call and weekend support is also available. For organizations that require immediate
response times and resolution, MCCi offers an add -on Service Level Agreement (SLA). The purpose of this service
is to provide priority access and urgent response times for issues.
GREEN INITIATIVES
AS OUR BUSINESS GROWS, WE WANT TO MAKE SURE WE MINIMIZE OUR IMPACT ON THE EARTH-S CLIMATE.
WE ARE TAKING EVERY STEP WE CAN TO IMPLEMENT INNOVATIVE AND RESPONSIBLE ENVIRONMENTAL
PRACTICES THROUGHOUT NCPA TO REDUCE OUR CARBON FOOTPRINT, REDUCE WASTE, ENERGY
CONSERVATION, ENSURE EFFICIENT COMPUTING AND MUCH MORE. TO THAT EFFORT WE ASK RESPONDENTS
TO PROVIDE THEIR COMPANIES ENVIRONMENTAL POLICY AND/OR GREEN INITIATIVE.
Going green is not a concept that is new to our society. Most people have been recycling and conscious of the
environment for years. The term "going green" has recently taken on a new meaning. It's no longer just about
helping the environment; it's about setting a good example as a sustainable company. We at MCCi have set out
to be the best example of going green as a completely paperless company. You won't find a filing cabinet or even
desks with piles of paper on them anywhere in our office. Going paperless is the foundation of our company and
culture. Our goal is to free people from paper processes with electronic records and document management
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systems, just as we have done for government agencies nationwide. As our company grows, we continue our
efforts in assisting our clients to become paperless and implement processes to eliminate waste. Our mission of
providing Digital Transformation will continue to assist our clients to eliminate wasteful processes and engage
digital copies and processes rather than the old style of paper copies. MCCi also provide scanning services that
assist clients in achieving full digitization of their old files to eliminate the need for massive storage facilities to
house documents. Our corporate location utilizes several energy saving measures, such as motion censor
lighting to further our green initiatives.
ANTI -DISCRIMINATION POLICY
It is the policy of MCCi to provide equal employment opportunities without regard to race, color, religion, sex,
national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other
protected characteristic under applicable law. This policy relates to all phases of employment, including, but not
limited to, recruiting, employment, placement, promotion, transfer, demotion, reduction of workforce and
termination, rates of pay or other forms of compensation, selection for training, the use of all facilities, and
participation in all company -sponsored employee activities. Employees and applicants shall not be subjected to
harassment, intimidation or any type of retaliation because they have (1) filed a complaint; (2) assisted or
participated in an investigation, compliance review, hearing or any other activity related to the administration of
any federal, state or local law requiring equal employment opportunity; (3) opposed any act or practice made
unlawful by any federal, state or local law requiring equal opportunity; or (4) exercised any other legal right
protected by federal, state or local law requiring equal opportunity. The above -mentioned policies shall be
periodically brought to the attention of supervisors and shall be appropriately administered. It is the
responsibility of each supervisor of the company to ensure affirmative implementation of these policies to avoid
any discrimination in employment. All employees are expected to recognize these policies and cooperate with
their implementation. Violation of these policies is a disciplinary offense. MCCi's HR Director has been assigned
as the Affirmative Action Officer and will monitor the implementation of our affirmative action program, policy,
and plan.
VENDOR CERTIFICATIONS
PROVIDE A COPY OF ALL CURRENT LICENSES, REGISTRATIONS AND CERTIFICATIONS ISSUED BY FEDERAL,
STATE AND LOCAL AGENCIES, AND ANY OTHER LICENSES, REGISTRATIONS OR CERTIFICATIONS FROM ANY
OTHER GOVERNMENTAL ENTITY WITH JURISDICTION, ALLOWING RESPONDENT TO PERFORM THE COVERED
SERVICES INCLUDING, BUT NOT LIMITED TO, LICENSES, REGISTRATIONS, OR CERTIFICATIONS. CERTIFICATIONS
CAN INCLUDE M/WBE, HUB, AND MANUFACTURER CERTIFICATIONS FOR SALES AND SERVICE.
From growth as a company to our client's success, at MCCi, LLC. we are achieving great things. Below are just a
few recognitions that have been awarded.
• LaserFiche - In 2021 we were awarded Diamond Level Laserfiche Solution Provider for the second year in a
row. This award recognizes extraordinary growth achievements and is the highest honor for a Solution
Provider. MCCi's going on 19 years as a Laserfiche solution provider for 2022.
• Blue Prism - MCCi received the Regional Public Sector of the Year Partner Excellence Award for 2021!
• Engaging Local Government Leaders (ELGL) Haverford List - MCCi has been recognized as #1 out of the Top
25 companies and organizations serving local government.
• INC. Magazine - MCCi is ranked number 3,660 on its annual Inc. 5000 list for 2021, the most prestigious
ranking of the fastest -growing private companies in the United States. This is our fourth year achieving this
honor.
MCCi can conduct business in all states. Please see the attached letters from our partners regarding our
ability to conduct business nationwide. Any additional documentation can be provided upon request.
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Laser f iche"
October 18, 2022
To Whom It May Concern:
3443 Long Beach Blvd.
Long Beach, CA 90807
800-985-85331562-988-1688
MCCi, LLC is an authorized certified Laserfiche Solution Provider and has been so for over two
decades. MCCi, LLC has won many accolades over the years at Laserfiche's annual Winner's
Circle for Solution Providers. If you have any questions, please feel free to call or email
Associate Director - East, Alex Matos at (562) 676-6367 and alex.matos@laserfiche.com.
Regards,
Wylie Strout
General Counsel
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TAB 5 - PRODUCTS AND SERVICES
WARRANTY
APPLICABLE WARRANTY AND/OR GUARANTEES OF EQUIPMENT AND INSTALLATIONS INCLUDING ANY
CONDITIONS AND RESPONSE TIME FOR REPAIR AND/OR REPLACEMENT OF ANY COMPONENTS DURING THE
WARRANTY PERIOD.
Services Warranty
MCCi warrants that all Services shall be performed by personnel with relevant skill sets and familiarity with the
solution in a professional and competent manner.
MCCi's provision of a Deliverable to Client shall constitute a representation by MCCi that it has conducted a review
of the Deliverable and believes it meets the written specifications, if any, set forth in the corresponding Order.
Client shall then have the right to conduct any review of the Deliverable as Client shall deem necessary or desirable.
If Client, in its reasonable discretion, determines that any submitted Services or Deliverable does not meet the
specifications, set forth in the applicable Order, Client shall have five (5) business days after MCCi's submission to
give written notice to MCCi specifying the deficiencies in reasonable detail. MCCi shall use reasonable efforts to
promptly cure any such deficiencies. After completing any such cure, MCCi shall resubmit the Deliverable for review
as set forth above. Notwithstanding the foregoing, if Client fails to reject any Deliverable within five (5) business
days, such Deliverable shall be deemed accepted.
MCCi does not warrant that the services or deliverables will be uninterrupted or error -free, provided that MCCi
shall remain obligated pursuant to this section 11. If the services fail to conform to the foregoing warranty in any
material respect or to the specification set forth in an order, Client's initial remedy will be for MCCi, at its expense,
to promptly use commercially reasonable efforts to cure or correct such failure. Upon failure of the foregoing,
Client's remedies, and MCCi's entire liability, as a result of such failure, shall be subject to the limitations set forth
in section 12 below. The foregoing warranty is expressly conditioned upon (i) Client providing MCCi with prompt
written notice of any claim thereunder prior to the expiration thereof, which notice must identify with particularity
the non -conformity; (ii) Client's full cooperation with MCCi in all reasonable respects relating thereto, including, in
the case of modified software, assisting MCCi to locate and reproduce the non -conformity; and (iii) with respect to
any deliverable, the absence of any alteration or other modification of such deliverable by any person or entity
other than MCCi. MCCi also does not warrant any third -party products procured on behalf of Client. If there are
any product warranties provided by the manufacturer of the product, any remedy should be requested directly
from manufacturer and MCCi has no liability associated therewith.
Except as expressly provided in this section 11, MCCi does not make or give any representation or warranty,
whether such representation or warranty be express or implied, including any warranty of merchantability, quality,
or fitness for a particular purpose or any representation or warranty from course of dealing or usage of trade.
In the event that Client asserts any claim for warranty services hereunder and such claim relates to any matter
that is mutually determined by the Parties not to be MCCi's responsibility hereunder (including any problem with
Client's computer hardware or software that was not caused by any Services performed by MCCi), Client shall pay
MCCI for all costs incurred for all evaluation, correction or other services performed by MCCi relating to such claim
on a time and materials basis at MCCi's then -standard rates.
General Warranty.
MCCi shall perform the Services in compliance with all applicable federal and state laws and regulations and
industry codes, including but not limited to (i) federal and state anti -kickback laws and regulations, (ii) federal and
state securities laws, meaning that MCCi agrees that Client may be a publicly traded company and MCCi shall
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instruct MCCi Personnel that federal and state securities laws prohibit the purchase, sale, or pledge of Client
stock while in possession of any material, non-public information, (iii) the Foreign Corrupt Practices Act of 1977,
(iv) federal and state privacy and data protection laws, including, but not limited to, Health Insurance Portability
and Accountability Act of 1996 and the Health Information Technology for Economic and Clinical Health Act
(collectively, "State Data Protection Laws"), and (v) MCCi also represents that it uses E-Verify to verify the work
authorization of all newly hired employees.
AVAILABILITY OF REPLACEMENT PARTS
Not Applicable as MCCi is a software -based company.
LIFE EXPECTANCY OF EQUIPMENT UNDER NORMAL USE
Not Applicable as MCCi is a software -based company.
DETAILED INFORMATION AS TO PROPOSED RETURN POLICY ON ALL EQUIPMENT
Any product returns are subject to the manufacturer's return policy.
PRODUCTS
VENDOR SHALL PROVIDE EQUIPMENT, MATERIALS AND PRODUCTS THAT ARE NEW UNLESS OTHERWISE
SPECIFIED, OF GOOD QUALITY AND FREE OF DEFECTS
Not Applicable as MCCi is a software -based company.
CONSTRUCTION
VENDOR SHALL PERFORM SERVICES IN A GOOD AND WORKMANLIKE MANNER AND IN ACCORDANCE WITH
INDUSTRY STANDARDS FOR THE SERVICE PROVIDED.
MCCi represents and warrants that it will perform all services in a timely, professional, and workmanlike manner,
with a level of care, skill, practice, and judgment consistent with best industry standards and practices. MCCi uses
personnel with qualifications, proficiency, and experience and will devote resources to meet all obligations.
We are fanatical about client success. Success starts with our eagerness to understand our clients' goals.
We do the right thing. Always. We care deeply about serving our clients and maintaining a solid reputation for
always doing what's right - even when it's not easy. We know that the work we do has a big impact on our clients'
lives and are committed to doing our work with the highest level of integrity and character.
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.
As referenced in the Master Agreement, MCCi (including any MCCi Order Fulfiller) and Participating Agency will
enter into supplemental terms and conditions as part of establishing a new contract and for subsequent orders
related to this NCPA contract.
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1. CATEGORIES
CATEGORY
Enterprise Content Management
PROPOSED
Laserfiche
Workflow
Laserfiche
Records Management
Laserfiche
Records Storage
Laserfiche
Document Imaging
MCCi's Scanning Services
Document Management
Laserfiche
Data Backup & Recovery
Laserfiche & MCCi's Managed Cloud
Secure Shredding
MCCi's Scanning Services
Web -Form Software
Laserfiche & OneSpan
Mobile Device Management
Laserfiche
Document Process Automation
Laserfiche, Abbyy, OneSpan, JustFOIA
LASERFICHE OVERVIEW
What once was a simple document imaging solution has evolved into a complete Content Services platform to serve
the enterprise. In addition to native and core document/records management functionality, Content Services
platforms continue to mature and address increasingly complex business processes and problems.
Where to start. MCCi leverages and recommends the Digital Transformation Model: an industry -accepted five -
phased approach to transforming your office into a digital workplace. This model provides a structured framework
for content services, process automation, analytics, and more. Often, technology is implemented in one department,
and the interest of other departments quickly grows. The Digital Transformation Model guides whether you are one
department or looking to go enterprise wide.
PHASE 1 PHASE 2 PHASE 3 PHASE 4
Digitize Organize Automate Streamline
Create an electronic Easily categorize Improve accountability Gain more visibility
filing cabinet by your documents by digitizing your into your operations
converting your and manage them business processes and increase the
documents from in a secure, central with easy -to -use efficiency of cross -
paper to digital. location. electronic forms. functional processes.
PHASE 5
Transform
19
Drive innovation by
leveraging predictive
analytics and insight to
transform processes.
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Select a solution. In 1999, we searched for a solution with company stability, growth, and service commitment to
clients. In our search for the best overall Content Services platform, Laserfiche
stood out as a solution that meets clients' demands while being economical,
Records Workflow
Management Automation scalable, and usable. Laserfiche is a platform for automating business
processes from start to finish with the flexibility to integrate with
Document Electronic clients' existing solutions. With capabilities ranging from electronic
Management Forms I
records management to document routing, electronic forms, and
_ _= a••• integrations, Laserfiche is a powerful solution that enables the
Laserfiche entire enterprise. Please keep in mind some of the features of
i '4 ! J IF Laserfiche:
mp USER-FRIENDLY
Laserfiche is very easy to learn, navigate, and use. With a folder
Governance. Business
structure similar to Windows Explorer, Laserfiche will seem familiar to
Compliance Social. intetjAtinn Reporting staff, giving them the confidence to begin scanning and retrieving
documents almost immediately after installation.
COMPREHENSIVE SECURITY
Laserfiche Comprehensive Security allows clients to control and administer the
security of their documents. Clients 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 documents; if users 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 clients' organizations and allows them to integrate other main line -
of -business solutions easily. Whether clients 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 their records.
E-FORMS & BUSINESS PROCESS AUTOMATION
Laserfiche allows users to capture information while automating and transforming business processes.
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 used in organizations for day-to-day operations
Laserfiche has options available to ensure users can access
Laserfiche from these devices and perform related actions quickly on -
the go. There are also options to give clients' outside
citizens/customers access to records through the web to promote
transparency and decrease records requests. -
Users are
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LASERFICHE AVANTE
With capabilities ranging from records management to document routing, electronic forms, and digital signatures,
Laserfiche Avante provides an easy -to -use, cost-effective platform that enables efficiency and optimizes the decision -
making process with the right content in the right hands at the right time.
As an organization continues to grow, Laserfiche offers an upgrade path to the enterprise Rio platform that provides
additional robust capabilities.
Each Laserfiche Avante System and Full Named User includes:
One (1) Laserfiche Application Server & Repository
Windows, Web, and Mobile Clients
Laserfiche Snapshot & Email
LASERFICHE RIO
Laserfiche Workflow
Laserfiche Forms Essentials
Laserfiche Integration with Microsoft Office
By providing unlimited document repositories and servers, Laserfiche Rio supports development, testing, staging,
and production, putting clients in complete control of their 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.
Each Laserfiche Rio System and Full Named User includes:
Unlimited Laserfiche Application Servers
Unlimited Laserfiche Repositories
Windows, Web, and Mobile Clients
Laserfiche Advanced Audit Trail
Laserfiche Snapshot & Email
LASERFICHE SUBSCRIPTION
Laserfiche Workflow
Laserfiche Forms Essentials
Laserfiche Digital Signatures
Laserfiche Discussions
Laserfiche Integration with Microsoft Office
Unlike purchased perpetual licensing, Laserfiche Subscription lowers clients' initial licensing costs based on
subscribingto the rights to use Laserfiche products and services instead of owningthem. With included functional
ranging from records management (DoD 5015.2 certified) to document routing, electronic forms, and batch
processing tools, Laserfiche Subscription provides an easy -to -use, cost-effective platform to automate day-to-day
business processes. By providing unlimited document repositories and servers, Laserfiche Subscription supports
development, testing, staging and production, putting clients in complete control of their business processes and
system design.
LASERFICHE CLOUD
Similar to Laserfiche Subscription, Laserfiche Cloud lowers initial licensing costs based on subscribingto the rights to
use Laserfiche products and services instead of owning them. With included functional ranging from records
management (DoD 5015.2 certified) to document routing, electronic forms, and batch processing tools, Laserfiche
Subscription provides an easy -to -use, cost-effective platform to automate day-to-day business processes.
The Laserfiche Cloud license introduces a straightforward annual fee, including software licenses, hosted storage,
technical support, and software updates.
MCCi Request for Proposal 36-22 for Documents and Records Management Page 35 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
LASERFICHE LICENSING GUIDE
LASERFICHE PLATFORM ARCHITECTURE
Avante
Application Servers 1
Rio
Unlimited
Repositories
1-15(1 included)
Unlimited
Database Options
SQL Express, SQL
SQL
Web Admin Console
Included
Included (Directory Server)
Full Named Users
FULL USE ACCESS LICENSES
Minimum of 1
Minimum of 25
Workflow
Included
Included
Snapshot
Included
Included
Email
Included
Included
Web Client
Included
Included
Mobile Access
Included
Included
Digital Signatures
Add -on Option
Included
Audit Trail
Add -on Option
(Starter, Standard, Advanced)
Included
(Advanced)
ScanConnect
Add -on Option
Add -on Option
Connector
Add -on Option
Add -on Option
Forms Essentials
Included with 00.2.1+
Included with v10.2.1+
Forms Professional
Add -on Option
LIMITED USE ACCESS LICENSES
Add -on Option
Retrieval Named Users
Not Available
Minimum of 200 only if currently owned
Forms Authenticated
Participants
Add -on Option only if currently owned
Add -on Option only if currently owned
Participant Users
Add -on Option
Add -on Option
Participant Users
(Subscription)
Add on Option w/LEDs
Add on Option
Community Users
(Subscription)
Add -on Option w/LFDS
Add -on Option
Education Users
(Subscription)
Add on Option w/LFDS
Add on Option
Process Users (Subscription)
Add -on Option w/LFDS
Add -on Option
Enterprise Identity
ManaQPmpntmi
Not Available
MODULE
Add -on Option*
,nport Agent
Add -on Option
Add -on Option
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))
Records Management
Add -on Option
Add -on Option
Quick Fields tt
Add -on Option
Add -on Option
Forms Portal
Add -on Option
Add -on Option
Enterprise Forms Portal #
Add -on Option
Add -on Option
t Public Portal is licensed per Laserfiche Application Server- Web Distribution version only comes with 1 security profile
tt Quick Fields is licensed per machine rather than per user, except on Subscription and Cloud where the number of available installations is
limited to the number of named users. Multiple Quick Fields modules/options are available dependent upon platform.
# Enterprise Forms Portal allows for Forms Portal to be activated on more than one Laserfiche Forms Application Server
*Licensed by total number of users (Named, Participant, Community and Education).
'� cocci Request for Proposal 36-22 for Documents and Records Management Page 36 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
LASERFICHE DEFINTITIONS
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 CLIENT
A web -based thin client, offering virtually all document management capabilities of the standard Laserfiche interface.
Web Client allows the client's IT staff to roll out high -volume Laserfiche access and version updates without increasing
the client's organization's application support burden. Web Client 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 a self -hosted installation
of SharePoint.
LASERFICHE MOBILE/WEB CLIENT LIGHT
Allows organizations to 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 Client or Laserfiche Forms is required for
any/all mobile access options.
LASERFICHE DIGITAL SIGNATURES
Away of indicating that a document signature is authentic and has not been modified since the signature was applied.
Allows users to automatically sign and validate documents directly in the Laserfiche Client or Laserfiche Web Access.
LASERFICHE AUDIT TRAIL MODULES
STARTER EDITION
Tracks basic events that occur in the repository and that involve accessing, modifying, or exporting data. Basic events
include creating, editing, printing, or deleting documents, creating annotations, and assigning metadata.
STANDARD EDITION
Builds on the Starter Edition by tracking additional security/access-related events, and unsuccessful attempts to
perform actions, such as failed attempts to access or print documents.
ADVANCED EDITION
All the functionality of the other two editions, and tracks more events including password changes, creation or
modification of users and groups, and changes to repository -wide settings. It can also track all searches users
perform, require users to enter reasons for performing certain actions, and automatically add watermarks to printed
documents.
MCCi Request for Proposal 36-22 for Documents and Records Management Page 37 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
LASERFICHE SCANCONNECTTM
A collection of ISIS scanner drivers is included with Laserfiche ScanConnectTM. ScanConnectTM can be purchased as an
add -on to both Laserfiche scanning and Quick Fields.
LASERFICHE FORMS
Laserfiche Forms allows organizations to create electronic fillable forms for collection and processing information
and has flexible design options to meet the client's organization's needs. Users can:
• Create custom forms from a library of field or selection elements.
• Utilize the Business process library (Laserfiche Forms version 10.1 or later) which includes 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).
• Create 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
■
Forms Professional
■
Operational Dashboard
■
■
View basic reports on process instances, tasks, and process data
■
■
Teams
■
■
Direct Approval through Email
■
■
Database Lookups
■
Performance Dashboard
■
Enhanced reporting with built-in data aggregation options such as count,
sum, min, max, average, and median
■
Create advanced reports with data visualizations including charts and
graphs
■
Payment Gateway (Compatible Payment Processor Account Required)
■
* 1nc1udes/aua5cr1pt/CSS, field rules, and form themes
LASERFICHE FORMS PORTAL MODULE
The Forms Portal license allows form submission from unlicensed (public) users. Forms Portal is designed primarily
for non-internal/public user submissions, therefore there is no Windows Authentication security validation provided.
The users that access forms through the Forms Portal can only submit forms (these users cannot participate in the
business process after a form has been submitted). The Forms Portal is licensed to a specific forms instance/server,
rather than to the Laserfiche Application Server. Please note that if an organization desires to have a Forms Portal for
internal users, as well as a Forms Portal for external users, and security protocol requires that these two Forms Portals
reside on separate servers (one internal one external), Enterprise Forms Portal or multiple Forms Portal licenses are
required.
LIMITED USE ACCESS LICENSES
IIICCi Request for Proposal 36-22 for Documents and Records Management Page 38 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
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. The benefits of each option listed below is only
available if purchased by the client as defined in the Pricing section.
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 PARTICIPANT USERS
For users who do not have the need/budget for a Full Named User License/Forms Professional license but do have
the need for authenticated access to submit forms, complete forms task, view shared report snapshots, and view
documents in the repository.
SUBSCRIPTION LASERFICHE PARTICIPANT USERS
For employees in need of read-only repository access and the ability to participate in forms processes.
SUBSCRIPTION LASERFICHE COMMUNITY USERS
For non -employees and non -contractors. Provides read-only repository access and ability to participate in forms
processes (i.e., Vendor Management).
SUBSCRIPTION LASERFICHE EDUCATION USERS
For accredited educational institutions that meet the requirements listed. Licenses are reserved for the education
community including faculty, students, alumni, and parents and guardians of students. Faculty includes professors
(assistant, adjunct, associated, tenured), lecturers, and researchers. Provides read-only repository access and ability
to participate in forms processes.
Educational Institutions: Defined as an accredited school organized and operated exclusively for educational
purposes. An accredited school must be:
• A public or private K-12, vocational school, correspondence school, junior college, college, university, or
scientific or technical institution accredited by associations recognized by the US Department of Education
and/or the State Board of Education.
• A preschool that meets all of the following:
• is an early childhood program that serves a minimum of ten children ages 2-5
• has been in operation for at least one (1) year and 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 education 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 education and/or the U.S.
Department of Education.
MCCi Request for Proposal 36-22 for Documents and Records Management Page 39 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
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 WebLinkTM module publishes select documents in a Laserfiche repository to an intranet or the Internet in read-
only form. Built on ASP Microsoft .NET Framework, WebLinkTM can be customized to match the look and feel of an
organization's Internet or intranet site.
LASERFICHE RECORDS MANAGEMENT
The Records Management module allows for managing the complete life cycle of records in Laserfiche to include
retention schedule management, legal holds/record freezes, disposition, and vital record management, etc.
LASERFICHE QUICK FIELDS (QF) BATCH PROCESSING TOOLS
High volume capture software that automates document import, classification, and indexing. Quick Fields transforms
data capture from a costly and labor-intensive operation into an efficient process, improving the speed and accuracy
of data capture. QF is a prerequisite for the following:
QF BAR CODE VALIDATION PACKAGE
The Bar Code add -on reads bar codes on a specified page, identifying pages, populating fields, determine document
names, or determining file location. Bar Code is very powerful when combined with Real Time Lookup. Supported
barcode formats: Coda bar, 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, determining 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
MCC Request for Proposal 36-22 for Documents and Records Management Page 40 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
Offers a QF script editor, allowing developers to write C# and VB Microsoft .NET Framework Scripts.
LASERFICHE ENTERPRISE IDENTITY MANAGEMENT SUBSCRIPTION
The Enterprise Identity Management add -on expands out Laserfiche Directory Server capabilities, making it easier for
enterprise organizations to manage users at scale. This includes on -demand (just -in -time) license provisioning to
onboard SAML and Active Directory (AD) users automatically as they login to Laserfiche for the first time, as well as a
self-service portal where users can upgrade their license type. Additionally, documentation for the LFDS API is
available, including code samples, to support the development of custom on -boarding user flows. This add -on is
particularly relevant for organizations with SAML or enterprise organizations (500+ employees, 1,000+ licenses) with
AD. This product requires an SOW for implementation.
MCC Request for Proposal 36-22 for Documents and Records Management Page 41 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
LASERFICHE SUBSCRIPTION LICENSING GUIDE
Application Servers
1
Unlimited
Unlimited
Repositories
1
15
15
Database Options
SQL Express
SQL
SQL
FULL USE ACCESS LICENSES
Full Named Users
Starter
Minimum of 1
Professional
Minimum of 10
Busine
Minimum of 25
Snapshot
Included
Included
Included
Email
Included
Included
Included
Web Client
Included
Included
Included
Mobile Access
Included
Included
Included
Audit Trail
Included (Starter)
Included (Starter)
Included (Advanced)
Advanced is Add -on Option
Workflow
Not Available
Included
Included
Connector
Not Available
Included
Included
Forms Professional
Not Available
Included
Included
Enterprise Identity
Not Available
Not Available
Included
Management
LIMITED USE ACCESS LICENSES
Participant Users
Not Available
Add -on Option,
Add -on Option,
Minimum of 10
Minimum of 10
Community Users
Not Available
Add -on Option
Add -on Option
Education Users
Not Available
Add -on Option
Add -on Option
MODULE• LICENSES
Import Agent with Email
Starter
Included
Professional
Included
Business
Included
Archiving
ScanConnect
Add -on Option
Add -on Option
Add -on Option
Public Portal (WebLink) t
Options: Public Portal for 1, 2 and
Options: Public Portal for 1, 2 and
Unlimited Public Portal Included
Unlimited Laserfiche Servers
Unlimited Laserfiche Servers
Records Management
Not Available
Add -on Option
Included
Quick Fields Complete with
Add -on Option
10 Installations Included
10 Installations Included
Agent tt
Forms Portal t
Not Available
Add -on Option
3 Instances of Forms Portal
Included
Sandbox*
INTEGRATIONS
Add -on Option
Add -on Option
3 Sandboxes Included
Microsoft 365 Integration
Included
Included
Included
with Simultaneous Editing
Integration with SharePoint
Included
Included
Included
Federated Search
Not Available
Included
Included
Integration with DocuSign
Add -on Option
Add -on Option
Included
Integration with LaserApp
Add -on Option
Add -on Option
Add -on Option
Laserfiche for Ricoh MFD
Add -on Option
Add -on Option
Add -on Option
Certified Integration with
SAP Archivel-ink
Add -on Option
Add -on Option
Add -on Option
t Public Portal and Forms Portal are licensed per Laserfiche Application Server.
tt Quick Fields is licensed per machine.
*A sandbox environment includes 10 users, Laserfiche Directory Server and any additional add-ons purchased, such as portals.
'C,mca Request for Proposal 36-22 for Documents and Records Management Page 42 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
LASERFICHE SUBSCRIPTION DEFINITIONS
LASERFICHE SUBSCRIPTION
Laserfiche Subscription licensing is a self -hosted subscription license and allows organizations to access the entire
Laserfiche product suite at a cost-effective price point. It is accessible, convenient, and designed to help the client's
organization scale. With Laserfiche Subscription, the client has the flexibility to manage licenses based on user roles
or expected growth so they can easily scale their deployment within their organization. All Laserfiche Subscription
tiers include:
• Web Client: Enables subscription users to access content through a web browser.
Laserfiche Mobile: An app (Android and Apple) that enables users to capture, upload, and securely access and
work with documents inside Laserfiche while on the go.
• Laserfiche Snapshot: "Print" electronic documents into the client's repository as TIFF images with this virtual
printer. Laserfiche Snapshot works as though the client had printed the document and then scanned it back into
Laserfiche but allows them to skip the step of making a physical printed copy.
Audit Trail: Track activities performed in a Laserfiche repository and generate reports. Auditing helps to show
compliance with legal regulations and contributes to the security of the Laserfiche repository.
Automated text extraction: Automatically extract specific text.
Import Agent with Email Archive: A tool for automatically importing files into the Laserfiche repository from a
Windows folder, and the Email Archive allows the client to automatically archive emails to Laserfiche. Email
Archive can extract and assign metadata to the emails saved in Laserfiche, as well as extract and save
attachments and the email's distribution list file.
• Microsoft Office Integration: Integration with Microsoft Office® Suite. Allows for direct content import as well
as indexing capabilities. As a part of this integration, emails and attachments stored in Outlook can be imported
to the repository with a single click and auto indexed with information such as sender, subject, time received,
etc.
• Integration with SharePoint: The SharePoint Integration (SPI) is built on the power of Laserfiche Web Client, a
Section 508-compliant thin client that reduces installation, support, and maintenance requirements. The
integration requires a self -hosted installation of SharePoint.
LASERFICHE STARTER SUBSCRIPTION ADD-ONS
These items are optional and are only part of the proposed solution if included in the pricing.
• ScanConnectTM: Enables the use of ISIS scanning drivers with Laserfiche scanning.
• Quick Fields Complete with Agent: An advanced automated data capture solution. The complete suite of
modules for Quick Fields are included along with Agent that allows scheduled automated processing sessions
around the clock, without operator intervention.
Public Portal: Share documents with people outside the organization, providing read-only access to specific
documents without signing in.
• Sandbox: A sandbox environment includes 10 users, Laserfiche Directory Server and any additional add-ons
purchased, such as portals.
• Laserfiche Integration with DocuSign: Initiate a signing process from within Laserfiche Cloud. Users may
select the type of signing process they are initiating and attach documents that need to be a part of that
process. 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.
MCCi Request for Proposal 36-22 for Documents and Records Management Page 43 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
• Certified Integration with SAP ArchiveLink: Allows the client to configure a Laserfiche repository as a content
repository in SAP. Archive content from SAP in Laserfiche as well as search, retrieve, update, and delete archived
content.
• Integration with LaserApp: Provides forms filling solutions for broker -dealers, financial advisors, insurance
agents, and others in the financial industry.
Laserfiche for Ricoh MFD: A single integrated solution in which scanning, searching, browsing, and printing
from the Laserfiche Server can be performed.
LASERFICHE PROFESSIONAL SUBSCRIPTION
Please refer to the Pricing section to determine which package was quoted. This functionality provides many tools to
automate business processes and reduce manual work. These tools include:
Full SQL Support
15 Repositories per Laserfiche Application Server
Workflow: Automates business processes, such as approvals, routing based on conditions, or database
integrations, improving consistency with how records are filed in Laserfiche.
Forms Professional: Laserfiche Forms allows organizations to create electronic fillable forms for collection and
processing information and has flexible design options to meet the client's organization's needs. Users can:
• Create custom forms from a library of field or selection elements.
• Utilize the Business process library includes 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).
Create role -based security 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.
Reporting and Analytics: Use out -of -the -box reports or create custom reports on process data for insights to
make informed decisions.
Connector: Provides a no -code means for integrating Laserfiche with line -of -business applications.
Quick Fields Complete with Agent: An advanced automated data capture solution. The complete suite of
modules for Quick Fields is included along with Agent that allows scheduled automated processing sessions
around the clock, without operator intervention.
- Federated Search: A web application that allows the client to perform searches across multiple repositories at
the same time.
LASERFICHE PROFESSIONAL SUBSCRIPTION ADD-ONS
These items are optional and are only part of the proposed solution if included in the pricing.
• Public Portal: Share documents with people outside the organization, providing read-only access to specific
documents without signing in.
Forms Portal: Allow non -authenticated users to view and submit public starting forms.
Sandbox: A sandbox environment includes ten (10) users, Laserfiche Directory Server and any additional add-
ons purchased, such as portals.
MCCi Request for Proposal 36-22 for Documents and Records Management Page 44 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
• Records Management Edition: Process records and record folders according to a life cycle, through creation,
retrieval, storage, and disposition.
• Participant Users: For employees in need of read-only repository access and the ability to participate in forms
processes. Education Participants are available for educational institutions.
Community Users: For non -employees and non -contractors. Provides read-only repository access and ability to
participate in forms processes (E.g., Vendor Management, Residents).
• SDK: Access to the same Web Services, APIs and libraries for integration with other applications.
• ScanConnect: Enables the use of ISIS scanning drivers with Laserfiche scanning.
• Laserfiche Integration with DocuSign: Initiate a signing process from within Laserfiche Cloud. Users may
select the type of signing process they are initiating and attach documents that need to be a part of that
process. 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.
- Certified Integration with SAP ArchiveLink: Allows the client to configure a Laserfiche repository as a content
repository in SAP. Archive content from SAP in Laserfiche as well as search, retrieve, update, and delete archived
content.
Integration with LaserApp: This is a third -party application that helps Financial Services clients fill out and file
forms. Using the Laserfiche integration with Laser App, the client can then store those forms in Laserfiche, and
extract information from Client's forms to populate Laserfiche metadata.
• Laserfiche for Ricoh MFD: A single integrated solution in which scanning, searching, browsing, and printing
from the Laserfiche server can be performed.
LASERFICHE BUSINESS SUBSCRIPTION
Please refer to the Pricing section to determine which package was quoted. This functionality provides many tools
to automate business processes and reduce manual work. These tools include:
• Full SQL Support
• 15 Repositories per Laserfiche Application Server
Workflow: Automates business processes, such as approvals, routing based on conditions, or database
integrations, improving consistency with how records are filed in Laserfiche.
• Forms Professional: Laserfiche Forms allows organizations to create electronic fillable forms for collection and
processing information and has flexible design options to meet the client's organization's needs. Users can:
• Create custom forms from a library of field or selection elements.
Utilize the Business process library includes 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).
• Create 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.
Reporting and Analytics: Use out -of -the -box reports or create custom reports on process data for insights to
make informed decisions.
MCCi Request for Proposal 36-22 for Documents and Records Management Page 45 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
• Connector: Provides a no -code means for integrating Laserfiche with line -of -business applications.
• Records Management Edition: Process records and record folders according to a life cycle, through creation,
retrieval, storage, and disposition.
Enterprise Identity Management: The Enterprise Identity Management add -on expands out Laserfiche
Directory Server capabilities, making it easier for enterprise organizations to manage users at scale. This
includes on -demand (just -in -time) license provisioning to onboard SAML and Active Directory (AD) users
automatically as they login to Laserfiche for the first time, as well as a self-service portal where users can
upgrade their license type. Additionally, documentation for the LFDS API is available, including code samples, to
support the development of custom on -boarding user flows. This add -on is particularly relevant for
organizations with SAML or enterprise organizations (500+ employees, 1,000+ licenses) with AD. This product
requires an SOW for implementation.
• SDK: Access to the same Web Services, APIs and libraries for integration with other applications.
• Quick Fields Complete with Agent: An advanced automated data capture solution. The complete suite of
modules for Quick Fields are included along with Agent that allows scheduled automated processing sessions
around the clock, without operator intervention.
Public Portal: With unlimited views, share documents with people outside the organization, providing read-only
access to specific documents without signing in.
Forms Portal: With unlimited submissions, allow non -authenticated users to view and submit public starting
forms. Laserfiche Business Subscription comes with three (3) installations of Forms Portal.
• Sandbox: A sandbox environment includes ten (10) users, Laserfiche Directory Server and any additional add-
ons purchased, such as portals. Laserfiche Business Subscription comes with three (3) sandboxes.
Federated Search: A web application that allows the client to perform searches across multiple repositories at
the same time.
- Laserfiche Integration with DocuSign: Initiate a signing process from within Laserfiche Cloud. Users may
select the type of signing process they are initiating and attach documents that need to be a part of that
process. 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 BUSINESS SUBSCRIPTION ADD-ONS
Participant Users: For employees in need of read-only repository access and the ability to participate in forms
processes. Education Participants are available for educational institutions.
Community Users: For non -employees and non -contractors. Provides read-only repository access and ability to
participate in forms processes (E.g., Vendor Management, Residents).
ScanConnect: Enables the use of ISIS scanning drivers with Laserfiche scanning.
Certified Integration with SAP ArchiveLink: Allows the client to configure a Laserfiche repository as a content
repository in SAP. Archive content from SAP in Laserfiche as well as search, retrieve, update, and delete archived
content.
Integration with LaserApp: This is a third -party application that helps Financial Services clients fill out and file
forms. Using the Laserfiche integration with Laser App, the client can then store those forms in Laserfiche, and
extract information from their forms to populate Laserfiche metadata.
Laserfiche for Ricoh MFD: A single integrated solution in which scanning, searching, browsing, and printing
from the Laserfiche Server can be performed.
MCCi Request for Proposal 36-22 for Documents and Records Management Page 46 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
LASERFICHE CLOUD LICENSING GUIDE
App. Servers/Repositories
FULL USE ACCESS LICENSES
1
1
1
Full Named Users
Starter
Minimum of 1
Professional �j
Minimum of 5
Business
Minimum of 25
Included
Included
Included
100 GB Storage Per User
Additional Storage Available
Additional Storage Available
Additional Storage Available
Audit Trail
Included (Starter)
Included (Starter)Advanced
Included (Advanced)
is Add -on Option
Direct Share
Included
Included
Included
Automated/Encrypted Backups
Included
Included
Included
Intrusion Detection
Included
Included
Included
Automated Feature and
Included
Included
Included
Security Updates
Import Agent w/Email Archiving
Included
Included
Included
Process Automation
Not Available
Included
Included
Connector
Not Available
Included
Included
Surveys
Not Available
Included
Included
Records Management
Not Available
Add -on Option
Included
LIMITED USE ACCESS LICENSES
Participant Users
Not Available
Add -on Option, Minimum of 10
Add -on Option, Minimum of 10
Community Users
Not Available
Add -on Option
Add -on Option
Education Users
Not Available
Add -on Option
Add -on Option
MODULE• LICENSES
Quick Fields Complete with
Starter
Add -on Option
Professional
10 Installations Included
Business
10 Installations Included
Agent tt
Invoice Smart Capture
Not Available
Add -on Option
Add -on Option
Workflow Bots
Not Available
1 Included with Option to Add -on
1 Included with Option to Add -on
Vault
Add -on Option
Add -on Option
Add -on Option
ScanConnect
Add -on Option
Add -on Option
Add -on Option
SDK
Not Available
Add -on Option
Included
Public Portal (WebLink) t
Not Available
Options: 1,000 Views,
Unlimited Views
Blocks of 10,000 Views
Forms Portal t
Not Available
Options: 1,000 Submissions, Blocks
Unlimited Submissions
of 10,000 Submissions
INTEGRATIONS
Ir
Microsoft 365 Integration with
starter
Included
Professional
Included
Business
Included
Simultaneous Editing
Integration with SharePoint
Included
Included
Included
Integration with Salesforce,
Microsoft Dynamics 365, and
Not Available
Included
Included
Redtail CRMs
Integration with DocuSign
Add -on Option
Add -on Option
Included
Integration with Ellucian Ethos
Not Available
Add -on Option
Add -on Option
Integration with LaserApp
Add -on Option
Add -on Option
Add -on Option
Laserfiche for Ricoh MFD
Add -on Option
Add -on Option
Add -on Option
Certified Integration with SAP
Add -on Option
Add -on Option
Add -on Option
ArchiveLink
t Public Portal and Forms Portal are licensed per Laserfi'che Application Server.
tt Quick Fields is licensed per machine.
*A sandbox environment includes 10 users, laserfiche directoryserver and any additional add-ons purchased, such as portals.
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LASERFICHE CLOUD DEFINITIONS
LASERFICHE CLOUD
Laserfiche Cloud is a Software as a Service (SaaS) solution, which provides a central digital repository accessible from
anywhere. With Laserfiche cloud the client can upload, view, and modify content within a streamlined fully responsive
web interface. In addition to the central repository, below are some of the great features that come with Laserfiche
Cloud. The Laserfiche Cloud license introduces a straightforward annual fee including software licenses, hosted
storage, technical support and software updates. The licensing option provides the SaaS solution hosted on Amazon
Web Services. All Laserfiche Cloud tiers include:
• 100 GB Per User
Web Client: Enables subscription users to access content through a web browser.
Laserfiche Mobile: An app (Android and Apple) that enables Client to capture, upload, and securely access and
work with documents inside Laserfiche while on the go.
• Laserfiche Snapshot: "Print" electronic documents into Client's repository as TIFF images with this virtual
printer. Laserfiche Snapshot works as though Client had printed the document and then scanned it back into
Laserfiche but allows Client to skip the step of making a physical printed copy.
• Direct Share: Allows Client to share content from the Laserfiche repository with external users through the
Web Client or Mobile App. When Client sends documents through direct share, the recipient will receive a
unique and anonymized URL that they can use to access the files for a limited period of time. One can add a
password and specify the number of days until the URL expires. The sender will receive notifications when the
content was viewed, and a repository administrator can see the status of who shared it, with whom, and if and
when it was accessed.
• Audit Trail: Track activities performed in a Laserfiche repository and generate reports. Auditing helps to show
compliance with legal regulations and contributes to the security of the Laserfiche repository.
• Automated text extraction: Automatically extract specific text.
• Import Agent with Email Archive: A tool for automatically importing files into the Laserfiche repository from a
Windows folder, and the Email Archive allows Client to automatically archive emails to Laserfiche. Email Archive
can extract and assign metadata to the emails saved in Laserfiche, as well as extract and save attachments and
the email's distribution list file.
Industry -Leading Data Encryption: For data in transit over public networks, Laserfiche Cloud uses TLS
encryption, and AES-256 encryption is utilized for data -at -rest, including backups. Documents are backed up six
(6) times a day with the most recent three (3) backups available for a minimum of 14 days.
• Multi -Factor Authentication: Multi -factor authenticated can be enabled for a Laserfiche Cloud user account.
• Single Sign -On: Laserfiche Cloud supports single sign -on with Active Director Federation Services (AD FS) and
Security Assertion Markup Language (SAME).
Intrusion Detection: Laserfiche Cloud utilizes host -based intrusion detection systems to reduce the risk of data
theft by individuals or organizations attempting to gain unauthorized access.
• Microsoft Office Integration: Integration with Microsoft Office® Suite. Allows for direct content import as well
as indexing capabilities. As a part of this integration, emails and attachments stored in Outlook can be imported
to the repository with a single click and auto indexed with information such as sender, subject, time received,
etc.
• Integration with SharePoint: The SharePoint Integration (SPI) is built on the power of Laserfiche Web Client, a
Section 508-compliant thin client that reduces installation, support, and maintenance requirements. The
integration requires a self -hosted installation of SharePoint.
LASERFICHE CLOUD STARTER ADD-ONS
-,;.. MCCi Request for Proposal 36-22 for Documents and Records Management Page 48 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
These items are optional and are only part of the proposed solution if included in the pricing.
• Additional Storage
• Quick Fields Complete with Agent: An advanced automated data capture solution. The complete suite of
modules for Quick Fields are included along with Agent that allows scheduled automated processing sessions
around the clock, without operator intervention.
Laserfiche Vault: A solution package that supports financial services firms' compliance with SEC Rule §17a-4
using services and cloud -based features that provide a secure and accurate system of records.
ScanConnect: Enables the use of ISIS scanning drivers with Laserfiche scanning.
Laserfiche Integration with DocuSign: Initiate a signing process from within Laserfiche Cloud. Users may
select the type of signing process they are initiating and attach documents that need to be a part of that
process. 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.
• Certified Integration with SAP ArchiveLink: Allows Client to configure a Laserfiche repository as a content
repository in SAP. Archive content from SAP in Laserfiche as well as search, retrieve, update, and delete archived
content.
• Integration with LaserApp: Provides forms filling solutions for broker -dealers, financial advisors, insurance
agents, and others in the financial industry.
• Laserfiche for Ricoh MFD: A single integrated solution in which scanning, searching, browsing, and printing
from the Laserfiche Server can be performed.
LASERFICHE CLOUD PROFESSIONAL
Please refer to the Pricing section to determine which package was quoted. This functionality provides many tools to
automate business processes and reduce manual work. Those tools include:
- Process Automation: A unified feature set to digitize and automate business processes. These tasks include
moving documents, extracting and inputting data, setting deadlines and more.
• Business Process Designer: Diagram business processes through the process modeler, which is based on
business process model and notation (BPMN) standards.
• Workflows: Build processes to extract data, route documents, automate activities, assign team and
individual tasks, extract data, route documents, and more without requiring code.
• Business Processes & Forms: Forms allow process managers to create and publish web forms with an
intuitive forms management system without requiring coding or scripting.
Attractive forms can easily be created with preconfigured templates or customized with editable fonts,
colors, uploaded images and layouts.
• Drag -and -drop form elements including fields, checkboxes, and radio buttons onto a form to collect the
exact information needed, in the precise format required.
• Payment collection allows payment to be collected with Braintree and Authorize Microsoft .NET
Framework payment gateways.
• Automatically apply bulk annotations such as highlights, redactions, strikethroughs, and underlines
across documents processed through workflows.
• Read barcodes on documents as part of automated workflows to better streamline document capture.
Starting Events: Define how and when processes start.
Business Rules: Easily define and manage business policy logic such as decision tables and formulas, in a
centralized place separately from process logic.
- Data Management: Define data structures and store data independently of processes to provide a single
source of truth for data.
fi1CCi Request for Proposal 36-22 for Documents and Records Management Page 49 of 140
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• Capture Profiles: Capture document information automatically using profiles.
• Reporting and Analytics: Use out -of -the -box reports or create custom reports on process data for insights to
make informed decisions.
Connector: Provides a no -code means for integrating Laserfiche with line -of -business applications.
Surveys: Design custom surveys, polls, or registration forms to automatically collect information and view
results without creating processes or designing reports.
Quick Fields Complete with Agent: An advanced automated data capture solution. The complete suite of
modules for Quick Fields are included along with Agent that allows scheduled automated processing sessions
around the clock, without operator intervention.
• Workflow Bots: Use robotic process automation technology to let Client easily configure software bots to
automate repetitive, routine work between multiple systems.
• Integrations with CRMs: Laserfiche Cloud includes integrations with Microsoft Dynamics 365, Salesforce and
Redtail CRMs.
LASERFICHE CLOUD PROFESSIONAL ADD-ONS
These items are optional and are only part of the proposed solution if included in the pricing.
• Additional Storage
• Public Portal: Share documents with people outside the organization, providing read-only access to specific
documents without signing in.
• Note: Only one (1) security profile is included.
• Forms Portal: Allow non -authenticated users to view and submit public starting forms.
Records Management Edition: Process records and record folders according to a life cycle, through creation,
retrieval, storage, and disposition.
Participant Users: For employees in need of read-only repository access and the ability to participate in forms
processes. Education Participants are available for educational institutions.
• Community Users: For non -employees and non -contractors. Provides read-only repository access and ability to
participate in forms processes (E.g., Vendor Management, Residents).
• Smart Invoice Capture: Smart capture uses machine learning technology to automatically capture information
from any invoice, specifically the invoice date, invoice number, purchase order number and total amount due.
Laserfiche Vault: A solution package that supports financial services firms' compliance with SEC Rule §17a-4
using services and cloud -based features that provide a secure and accurate system of records.
SDK: Access to the same Web Services, APIs, and libraries for integration with other applications.
ScanConnect: Enables the use of ISIS scanning drivers with Laserfiche scanning.
• Laserfiche Integration with DocuSign: Initiate a signing process from within Laserfiche Cloud. Users may
select the type of signing process they are initiating and attach documents that need to be a part of that
process. 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.
• Certified Integration with SAP ArchiveLink: Allows Client to configure a Laserfiche repository as a content
repository in SAP. Archive content from SAP in Laserfiche as well as search, retrieve, update, and delete archived
content.
• Integration with LaserApp: This is a third -party application that helps Financial Services clients fill out and file
forms. Using the Laserfiche integration with Laser App, Client can then store those forms in Laserfiche, and
extract information from Client's forms to populate Laserfiche metadata.
• Laserfiche for Ricoh MFD: A single integrated solution in which scanning, searching, browsing, and printing
from the Laserfiche Server can be performed.
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• Ellucian Banner Integration through Ethos: The integration support pre -populating registrar forms created in
Business Process and updating records in Banner with course or student personal information through
Workflow.
LASERFICHE CLOUD BUSINESS
Please refer to the Pricing section to determine which package was quoted. This functionality provides many tools to
automate business processes and reduce manual work:
• Process Automation: A unified feature set to digitize and automate business processes. These tasks include
moving documents, extracting and inputting data, setting deadlines, and more.
• Business Process Designer: Diagram business processes through the process modeler, which is based on
business process model and notation (BPMN) standards.
Workflows: Build processes to extract data, route documents, automate activities, assign team and
individual tasks, extract data, route documents, and more without requiring code.
Business Processes & Forms: Forms allow process managers to create and publish web forms with an
intuitive forms management system without requiring coding or scripting.
• Attractive forms can easily be created with preconfigured templates or customized with editable fonts,
colors, uploaded images and layouts.
• Drag -and -drop form elements including fields, checkboxes, and radio buttons onto a form to collect the
exact information needed, in the precise format required.
• Payment collection allows payment to be collected with Braintree and Authorize Microsoft .NET
Framework payment gateways.
• Automatically apply bulk annotations such as highlights, redactions, strikethroughs, and underlines
across documents processed through workflows.
• Read barcodes on documents as part of automated workflows to better streamline document capture.
Starting Events: Define how and when processes start.
Business Rules: Easily define and manage business policy logic such as decision tables and formulas, in a
centralized place separately from process logic.
Data Management: Define data structures and store data independently of processes to provide a single
source of truth for data.
• Capture Profiles: Capture document information automatically using profiles.
• Reporting and Analytics: Use out -of -the -box reports or create custom reports on process data for insights to
make informed decisions.
• Connector: Provides a no -code means for integrating Laserfiche with line -of -business applications.
Surveys: Design custom surveys, polls, or registration forms to automatically collect information and view
results without creating processes or designing reports.
Records Management Edition: Process records and record folders according to a life cycle, through creation,
retrieval, storage, and disposition.
• Quick Fields Complete with Agent: An advanced automated data capture solution. The complete suite of
modules for Quick Fields are included along with Agent that allows scheduled automated processing sessions
around the clock, without operator intervention.
• Workflow Bots: Use robotic process automation technology to let Client easily configure software bots to
automate repetitive, routine work between multiple systems.
• Laserfiche Integration with DocuSign: Initiate a signing process from within Laserfiche Cloud. Users may
select the type of signing process they are initiating and attach documents that need to be a part of that
process. Once the signing process completes, documents are imported back into the Laserfiche Repository from
MCCi Request for Proposal 36-22 for Documents and Records Management Page 51 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
DocuSign as new versions of the un-signed document. Information captured during the signing process may be
mapped to Laserfiche metadata fields.
Public Portal: With unlimited views, share documents with people outside the organization, providing read-only
access to specific documents without signing in.
Note: Only one (1) security profile is included.
Forms Portal: With unlimited submissions, allow non -authenticated users to view and submit public starting
forms.
Integrations with CRMs: Laserfiche Cloud includes integrations with Microsoft Dynamics 365, Salesforce and
Redtail CRMs.
LASERFICHE CLOUD BUSINESS ADD-ONS
• Additional Storage
Participant Users: For employees in need of read-only repository access and the ability to participate in forms
processes. Education Participants are available for educational institutions.
Community Users: For non -employees and non -contractors. Provides read-only repository access and ability to
participate in forms processes (E.g., Vendor Management, Residents).
• Smart Invoice Capture: Smart capture uses machine learning technology to automatically capture information
from any invoice, specifically the invoice date, invoice number, purchase order number and total amount due.
• Laserfiche Vault: A solution package that supports financial services firms' compliance with SEC Rule §17a-4
using services and cloud -based features that provide a secure and accurate system of records.
Certified Integration with SAP ArchiveLink: Allows Client to configure a Laserfiche repository as a content
repository in SAP. Archive content from SAP in Laserfiche as well as search, retrieve, update, and delete archived
content.
• Integration with LaserApp: This is a third -party application that helps Financial Services clients fill out and file
forms. Using the Laserfiche integration with Laser App, Client can then store those forms in Laserfiche, and
extract information from Client's forms to populate Laserfiche metadata.
• Laserfiche for Ricoh MFD: A single integrated solution in which scanning, searching, browsing, and printing
from the Laserfiche Server can be performed.
Ellucian Banner Integration through Ethos: The integration support pre -populating registrar forms created in
Business Process and updating records in Banner with course or student personal information through
Workflow.
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DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
LASERFICHE INTEGRATIONS DEFINITIONS
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 Client to:
• Search results that 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 (2) 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.
LASERFICHE INTEGRATOR GP
Empowers Great Plains users to scan, search and link supporting documents in Laserfiche directly from the Great
Plains menu bar.
LASERFICHE ENERGOV INTEGRATION BY MCCI
The Laserfiche EnerGov integration offloads the storage of documents from EnerGov to Laserfiche. This allows users
to seamlessly store documents that would normally be saved in EnerGov, directly to their Laserfiche system. The
integration makes use of the native EnerGov interface for attaching documents. The integration also allows meta -
data associated with the EnerGov record to be tied to the entry in Laserfiche. Users wishing to view uploaded
documents can do so through the existing EnerGov Interface. Please see "Client Deliverables" for other features
available/dependent on EnerGov configuration settings. Each of the following areas are available in the integration
configuration settings:
• EnerGov Application - EnerGov Invoice • EnerGov Inspection Case
• EnerGov Inspection • EnerGov Exam Sitting • EnerGov Exam Request
• EnerGov Rental Property • EnerGov Individual License • EnerGov Object Case
• EnerGov Business
• EnerGov Plan
• EnerGov Permit
• EnerGov Parcel
• EnerGov Business License
• EnerGov Payment
• EnerGov Permit Renewal Case
• EnerGov Global Entity
• EnerGov Citizen Request
• EnerGov Code Case
• EnerGov Project
• EnerGov Impact Case
PLATFORM AND LICENSING REQUIREMENTS
The EnerGov integration can operate by using two (2) different Laserfiche user licensing options.
Recommended: Utilization of Laserfiche "Keyed Integrator's License for EnerGov", which allows for up to 25
(higher volume packages can be purchased) concurrent connections to Laserfiche. This is the Laserfiche
licensing approach recommended. Note that the Keyed Integrator's license is only available for the Laserfiche
Avante or RIO platforms.
Utilization of current Laserfiche licensing:
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• Laserfiche Avante or RIO platforms: A single named user can be used to connect to the Laserfiche
server. This user is limited to four (4) concurrent connections at a time, and is the max amount allowed with
Laserfiche Avante and RIO platforms.
- Laserfiche Classic (Team or United) platforms: A user account can be used to connect to the Laserfiche
server; however, it will potentially consume all available concurrent licenses and limit the use of Laserfiche
outside of the EnerGov integration. It is recommended that Client upgrades to the Avante or RIO platform,
rather than take the risk of utilizing the integration and not having control of license consumption within the
Laserfiche Classic (Team or United) platform.
EnerGov Compatible Platforms: The Laserfiche EnerGov Integration is compatible with EnerGov Self -hosted
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 ARCGISO INTEGRATION FOR LASERFICHE
This is a basic ArcGIS integration that is developed and maintained by a MCCi partner. It allows for easy interaction
between the ArcGIS interface and a Laserfiche repository, by allowing users to upload documents to Laserfiche
straight from the ArcGIS interface and view any related documents/folders via Laserfiche Weblink or Laserfiche Web
Access (requires Laserfiche licensing for Laserfiche Weblink or Web Access). The dynamic ArcGIS map will auto -
populate, indicating which features on the map have documents associated with them in Laserfiche.
LT SYSTEMS LASERFICHE INTEGRATION
LT Systems Laserfiche Integration allows users of the LT Systems Court solutions to archive court related documents
into Laserfiche. Users can launch Laserfiche scan or searching windows from LT Systems and bring data and
documents directly into Laserfiche while capturing metadata in LT Systems. Additionally, there is an automated
service that archives Warrants as single documents with the associated metadata, directly from LT systems to
Laserfiche.
DOCUSIGN INTEGRATION OPTIONS
LASERFICHE INTEGRATION WITH DOCUSIGN
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.
CITIES DIGITAL DOCUSIGN INTEGRATION
With this integration, users can open documents from Laserfiche, place recipient specific tags (such as signature/
initial boxes) in documents and email them out. Recipients will be notified of the signature requirements via email -
and once the document is signed and emailed back, both sent and signed documents will then automatically be
archived in Laserfiche, with appropriate metadata applied. Users are able to:
• Open documents in the DocuSign® editor from Laserfiche
• Send documents to one person or to multiple recipients.
Have returned, signed documents automatically archived in Laserfiche®, linked to and stored in the same
location with the original document.
Easily incorporate signature processes as part of an internal process/workflow.
Request Signatures using the DocuSign® Activity Workflow.
• Drag activity into the designer and configure properties the same way users would use other Workflow
Activities.
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ASSUMPTIONS
• Client is responsible for providing their own DocuSign license, Public IP, SSL/TLS certificate and DocuSign
"Connector" Feature. Client must have TLS 1.2 configured on all Laserfiche servers.
LASERFICHE POWERPACK BY MCCI
MCCi's PowerPack for Laserfiche is a robust suite of add -on features for Laserfiche, built by MCCi's development team.
The PowerPack enhances Client's Laserfiche experience and adds additional functionality to include:
• Scheduling server -side OCR jobs without the need for advanced Laserfiche modules.
• Scraping, automatically, an email inbox to pull emails in to Laserfiche, for archival purposes or to kickoff
Business Process Automations.
• Utilizing custom workflow activities, such as the ability to do server -side generation of Laserfiche Images from
PDFs.
These features and many others are available with Client's PowerPack subscription, and new features are added
regularly. Client's implementation Project Manager will consult with Client on the add-ons available and discuss which
features make sense to install and configure within the scope of Client's current project, as well as for near -term
additional projects. Client's Project Manager will install and configure the PowerPack features that are immediately
useful to Client's current Laserfiche needs.
ANALYTICS DASHBOARD & REPORTING
PowerPack's Analytics Dashboard allows Client to have a better understanding of Client's Laserfiche system content.
An easy -to -use central dashboard lets Client see useful information about Client's repositories such as number and
size of Client's documents, who is creating the most content, where Client has duplicates, and much more. It identifies:
• Dashboard & drilldown reports
• Document types, counts, and size.
• Volume size and document counts.
• Documents created by user.
• Duplicates.
OCR (OPTICAL CHARACTER RECOGNITION) SCHEDULER
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.
• This is an installed application, generally on a server, that runs as a service that schedules a user to log in to the
repository and extract text from documents in a specified folder.
CUSTOM WORKFLOW ACTIVITIES
MCCi has built custom workflow activities to extend the power of the workflow module. Once installed, these activities
look the same as the workflow activities that come with Laserfiche but give Client advanced capabilities that Laserfiche
does not currently provide. Examples include:
• PDF TO TIFF
This activity takes a PDF document within Laserfiche and creates a new TIFF image from it. By combining with
other existing workflow activities, users can dynamically choose the input and output path of these documents
and merge these documents together while copying metadata and security settings.
• EMAIL ARCHIVAL
This is a set of email -related activities that give workflow the ability to connect to a single email account and
perform a variety of functions. Get email counts, store email attachments, store full email, use email data to
trigger workflows actions or apply to templates, and more.
• SET OF 7 WORKFLOW ACTIVITIES:
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1. Create E-Mail Connection: Activity that sets up an IMAP connection for an email address. The connection
can then be used in other PowerPack E-Mail activities.
2. Retrieve E-Mail List: Activity retrieves a list of email identifiers for the account specified in the IMAP
Connection field
3. Retrieve Single E-Mail: Activity gets information about an IMAP E-Mail message item
4. Store E-Mail: Activity downloads an email in a *.eml format to the Laserfiche Repository
5. Retrieve E-Mail Attachment: Activity that retrieves information about an E-Mail attachment
6. Store Attachment: Activity that downloads an attachment from a specified IMAP account given an E-Mail ID
and Attachment ID
7. Mark Mail Message: Activity sets whether an IMAP message is marked as read or unread and can also
move the email to a subfolder in the email inbox
LASERFICHE NEOGOV INTEGRATION BY MCCI
The MCCi Integration between Laserfiche and NEOGOV is a powerful tool that enables Personnel Records created in
NEOGOV to be transferred seamlessly to a Laserfiche repository. To transfer records from NEOGOV to Laserfiche,
users select the Applications or Onboarding documents they want to transfer, then simply click a "Send to Laserfiche"
button in the NEOGOV interface.
The integration utilizes Restful Web Service APIs to automatically "upload" Client's NEOGOV documents from Client's
cloud based NEOGOV implementation to Client's Laserfiche repository, regardless of where the repository is located.
To facilitate this transfer, this integration includes a configuration utility and Restful Web Service Endpoint that must
be installed near Client's Laserfiche environment. This endpoint must be able to reach Client's Laserfiche server to
store the record, while also being accessible over the public internet for the NEOGOV service to send the records to
Client's environment.
The Laserfiche NEOGOV integration currently works with the NEOGOV Insight and Onboard modules.
CLIENT REQUIREMENTS
• Client must have the NEOGOV Insight and/or Onboarding module(s) to make use of this integration.
• Client must have a named user license allocated for this integration to use for uploading records.
Client must give MCCi access to Client's Laserfiche environment to install MCCi's Common Web Service
Endpoint.
The listener Endpoint must be on a server that can be accessed by the NEOGOV Document Management Service
and is often deployed to Client's DMZ environment.
• This listener service must be able to transfer received documents to Client's Laserfiche server over port 80 or
443.
• Client must separately procure and install their own SSL/TLS Certificates to bind to IIS HTTPS endpoints,
enabling encrypted transmission of HR documents from NEOGOV to Laserfiche.
MCCI COMMON WEB SERVICE API FOR LASERFICHE
The MCCi Common Web Service API (CWSAPI) for Laserfiche is a restful web service integration API built by MCCi on
top of the Laserfiche Software Development Kit. The services allow for basic document creation, deletion,
modification, and retrieval using JSON-formattedrestful calls, initiated from external applications. Use of the CWSAPI
requires appropriate user licensing through named users or a keyed integrator license purchase through Laserfiche.
GOFICHE SUITE FOR AVANTE/RIO/SUBSCRIPTION
The GoFiche Integration Suite is a unique set of integration tools, offered exclusively by MCCL Features include:
• GL look -up and GL coding
• GL Site Distribution within Laserfiche
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Processed invoice data uploads with audit reports
Invoice review and approval process via Laserfiche Forms interface
Ability to utilize Laserfiche Web client for integration capabilities
REQUIREMENTS
• Laserfiche 10.4.x or higher
• One dedicated Laserfiche Avante/RIO/Subscription Full User License
• Laserfiche Forms Professional Licensing; Licensing is required for all users that client intend to use
• Note that GoFICHE is not currently available for Laserfiche Cloud.
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2.1 DISCOVERY.
DISCOVERY/ASSESSMENT OF EXISTING RECORDS, SYSTEM, AND POLICIES/PROCEDURES SHALL INCLUDE
DISCOVERY/ASSESSMENT SESSIONS IN ORDER TO DEVELOP A DETAILED ASSESSMENT AND STRATEGIC
ROADMAP FOR A COMPREHENSIVE RECORDS MANAGEMENT PROGRAM.
MCCi's team will work alongside the Client's Records Manager and participating departments to conduct discovery
and requirements gathering sessions. Together they will plan out the repository structure including metadata,
templates, record series, and folder structure that will be implemented. The objective of requirements gathering
meetings is to help lay out the metadata guidelines and retention requirements for each identified document type
that will be stored in Laserfiche. Artifacts, including the Document Type Matrix, created during this process will be
utilized to build the repository structure according to Laserfiche Best Practices for Records Management. The
Document Type Matrix provides a standardized method for MCCi to collect document types, create appropriate
and consistent naming conventions, a logical folder path, and metadata fields to support each of these
requirements. Based on discovery sessions, an MCCi System Engineer will create templates, Record Series, and
accommodations for Transparent Records Management. All records series will be set to follow the retention
schedules provided and approved by the Client based on discovery.
2.2 TASKS.
A. ON -SITE ASSESSMENT/DISCOVERY INTERVIEW SESSIONS, WITH TEAMS FROM PARTICIPATING AGENCY'S
DEPARTMENTS/DIVISIONS, TO IDENTIFY RECORD REPOSITORIES AND PROCESSES THAT RESULT IN THE
GENERATION OF RECORDS FROM THE FOLLOWING DEPARTMENTS.
During the requirements gathering\discovery phase of the project, MCCi can come onsite to interview staff from
each of the departments that will use Laserfiche. It is best to have people from multiple "roles" attend these
sessions to provide a well-rounded and detailed description of all documents and systems used, as well as
business processes and challenges currently experienced with the existing practices. We will seek to have a
comprehensive understanding of the way business is currently done and several details about all documents
involved. We will seek to understand the full document life cycle (how it gets created, how it is used/retrieved,
retention requirements, metadata\indexing requirements, workflow requirements, and access\security
requirements). We will compile this collected information into a document matrix that will be used as a blueprint
for configuring the system.
MCCi will use this discovery process to identify both short-term objectives that will be implemented as part of the
initial roll -out, and longer -term opportunities to leverage Laserfiche for further improvements in the future.
MCCi's Project Team will work alongside the Client's Records Manager as well as participating departments to
conduct discovery and requirements gathering sessions to plan out the repository structure including metadata,
templates, record series, and folder structure that will be implemented. The objective of requirements gathering
meetings is to help lay out the metadata guidelines and retention requirements for each identified document
type that will be stored in Laserfiche. Based on this information, additional filing workflows may be created
depending on the established scope of the project. Additionally, the document types identified in the Document
Matrix may fit in to some workflow or business process and the requirements for that process will be established
or further clarified.
B. ASSESS CURRENT RECORDS REQUIREMENTS BY THE PARTICIPATING AGENCY AND TYPES OF RECORDS
GENERATED (E.G., DATA, DOCUMENTS, MESSAGES, HARDCOPIES, ELECTRONIC/SOFT COPIES, ETC.)
Before implementing an enterprise -wide Electronic Records Management system, it is important for a Records
Program and Records Policies to be in place. MCCi's Records Management Consulting service focuses on revision
and/or creation of such programs and policies. The assigned MCCi Project Team will perform consultations,
including a review of current document organization and retrieval practices to determine desired indexing
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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 according to the client's needs.
Areas of review include:
• Review of current data structure (folder structure, indexing, etc.)
• Security review
• Current paper/electronic Forms review
• Interviews with departments not using Laserfiche Integration/Mobile Access Needs
C. SYSTEMS UTILIZED TO STORE RECORDS FOR BOTH CURRENT AND LEGACY DOCUMENTS.
During discovery and assessment, the MCCi Project Team will focus on accessibility through imaging and
indexing historical non -active records and active records. MCCi will work to help eliminate paper processes and
maintain the day -forward active digital records. It is important to lay this foundation up front so that
all records (both day -forward and legacy) will maintain a consistent filing system throughout the
implementation.
D. CURRENT TAXONOMY AND METADATA IMPLEMENTED.
MCCi will conduct discovery and review of existing client processes and documents. Through requirements
gathering meetings, MCCi will actively consult with client stakeholders to develop the taxonomy for metadata,
templates, record series, and folder structure that will be implemented in Laserfiche.
E. EXISTING DATA INVENTORY SYSTEMS FROM OFFSITE RECORD STORAGE PROVIDERS.
Any offsite content that was previously captured would be available for review. Similar to
managing records stored on network file shares, Laserfiche can manage the retention of records whether the
actual document for that record is stored in Laserfiche or in another location (digital or physical). The
physical records will be represented as Laserfiche record folders, using specific metadata items to specify the
actual external location of the record (warehouse, shelf, box, cabinet, drawer, etc.).
F. SYSTEMS UTILIZED TO STORE RECORDS FOR BOTH CURRENT AND LEGACY DOCUMENTS.
See response to 2.2.0 above
G. EVALUATION OF ADHERENCE TO THE CURRENT RETENTION SCHEDULE/RECORD DESTRUCTION POLICY -
IDENTIFICATION AND EVALUATION OF RECORDS GENERATED (HARD COPY AND/OR ELECTRONIC) -
APPLICABLE FEDERAL, STATE, AND LOCAL LAWS/REGULATIONS.
Records management is vital to the success of any organization. An electronic records management system that
has been certified to meet stringent requirements for both organizing file structures and plans (DoD 5015.2) and
reliably preserving data for years to come (VERS) is essential to keeping your information assets organized, safe
and secure.
DOD 5015.2 - DoD 5015.2 outlines the baseline functionality required for records management applications used
by the U.S. Department of Defense and has been endorsed by the National Archives and Records Administration
(NARA) as an "adequate and appropriate basis for addressing the basic challenges of managing records in the
automated environment that increasingly characterizes the creation and use
of records." Laserfiche Records Management has been DoD 5015.2 certified for over 10 years (now on
version 3), unlike many of the solutions on the market.
• VERS - Laserfiche's powerful features safeguard records and ensure long-term data preservation with a
standard format that meets Victorian Electronic Record Strategy (VERS) V2 requirements.
• Regulatory Compliance - Laserfiche Records Management also enables regulatory compliance with
regulatory mandates such as SEC, FINRA, FOIA, HIPAA and more.
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• Combination of all the above: Laserfiche Records Management is a system that has achieved full
compliance with both VERS and DoD 5015.2. It is guaranteed to provide a multi -faceted set of information
governance tools that manage document lifecycle from initial capture to long-term archival. These tools will
break down information silos will ensure that information is accessed in a prudent and compliant way.
H. CURRENT SYSTEM USED FOR RECORD STORAGE (CURRENT AND ARCHIVED).
Similar to managing records stored on network file shares, Laserfiche can manage the retention of records,
whether the actual document for that record is stored in Laserfiche or in another location (digital or physical). The
physical records will be represented as Laserfiche record folders, using specific metadata items to specify the
actual external location of the record (warehouse, shelf, box, cabinet, drawer, etc.).
Laserfiche metadata will be used to manage the location property of all physical records managed by Laserfiche.
By managing these records using Laserfiche, retention reports can include records stored both in Laserfiche and
in physical files. For instance, users will be able to query the system by cabinet ID and drawer number and get an
inventory report of the record contents of that drawer. Additional metadata can be added to Laserfiche to enable
further management and reporting on physical space for records.
Laserfiche allows for the creation of virtually unlimited metadata fields that can be used to manage/track
files/boxes in any location. One example is "Record Size". Many organizations require specific reporting on the
volume of records they intend to destroy or have destroyed. Prior to digital records management, many
organizations supply this information in terms of linear inches of paper records (or some other physical unit of
measure). With the transition to digital records management, many organizations are now reporting this value in
terms of bytes, kb, mb, or gb being destroyed. This digital file size is already available in Laserfiche for files stored
in Laserfiche. For physical files, custom metadata fields can be used for users to enter the physical size when they
enter the record in the system. Thus, when generating disposition reports, Laserfiche can calculate and report on
the total size of the physical records being destroyed.
I. AREAS OF POTENTIAL RECORD DUPLICATION
Since documents stored in Laserfiche include multiple components (image/file content and metadata), duplicates
can exist in multiple contexts. If the business rules define a duplicate as two documents containing identical
metadata, then workflow rules can be established to check for this scenario at the time of capture or when
metadata is updated. If a duplicate is identified, it can be tagged indicating it is a potential duplicate, allowing a
user to decide to remove it, create the document as a new version, etc. If the file content is the same, MCCi's
PowerPack component includes features for identifying duplicates based on the checksum of the image content.
Additionally, Laserfiche provides a Transparent Records Management views, that is part of our DoD certification.
It allows for a Record Manager view based on retention of the records and a user-friendly view of the documents
based on the content of the document. Using shortcuts and Workflow, this can be setup and is part of our Best
Practices approach for designing the system.
2.3 SYSTEM CAPABILITY
A. BE COMPATIBLE WITH ALL MODERN WEB BROWSERS (EDGE, FIREFOX, CHROME, SAFARI, ETC.)
Edge, Chrome, Firefox, and Safari are recommended and supported.
B. UTILIZE A MOBILE -FRIENDLY, RESPONSIVE DESIGN THAT IS COMPATIBLE ON IOS AND ANDROID MOBILE
DEVICES
Laserfiche has all functionality from a mobile device via the Web Client or Mobile App except for certain
integration points, most notably the Microsoft Office Integration. Custom integrations built for the desktop
application or Web Client may behave differently on a Mobile device. The Mobile App camera utility will also not
have all the same functionality as the Desktop Scanning interface, though it has most of the same functionality.
The Laserfiche Mobile App is available in the app store for Windows, Android, and iOS.
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C. ALLOW PARTICIPATING AGENCY SYSTEM ADMINISTRATOR TO CONFIGURE ROLE -BASED PERMISSIONS AND
INDIVIDUAL USER PERMISSIONS.
The Laserfiche Server provides a powerful set of security options the Client can use to ensure only the right users
can access information in their repository. With Laserfiche security, the Client can control access on a variety of
levels. The Client can determine which users can log in to their repository, collect them into groups to apply
security consistently, and decide what folders, documents, and metadata they can see. In addition, Laserfiche
gives users the tools they need to quickly apply security to very large or complicated systems.
Laserfiche security has two separate but interrelated aspects: authentication and authorization. Authentication
determines users are who they claim to be; it answers the questions "who is this user?" and "can this user log
in?" Authorization determines what elements of the repository the user can access after logging in and what
they can do with those elements.
Laserfiche provides an extremely robust security system. The security can be broken down into main security
types, Access Rights and Feature Rights.
Access Rights
Access rights control what actions users can perform on specific elements of the repository. Each operation on a
document, folder, page, volume, field, or template has a set of required entry access rights. If the user
attempting the action does not have the necessary rights, the user is denied the operation.
Access rights can be further broken down based on the type of element being secured:
• Entry Access Rights: Access to documents, folders, and shortcuts.
• Volume Access Rights: Access to volumes, including the ability to create and delete documents stored in that
volume, and add, remove, or move pages that belong to the volume.
• Field Access Rights: Access to field data.
• Template Access Rights: Access to template definitions.
Feature Rights
Feature rights allow a user to perform specific actions, such as scanning and printing. Specifically, these rights
control whether the command in question is available to that user when they open the Laserfiche web or
Windows client. Feature rights are a quick way to prevent users from performing basic types of activity in
Laserfiche.
Specific feature rights include:
• Scan: The ability to scan into a new or existing document.
• Import: The ability to import files into the repository.
• Search: The ability to perform any type of search.
• Print: The ability to print information from the repository.
• Export: The ability to export images, text, briefcases, folder list contents, listings of search results, and
electronic files, and to use the Email Plug-in.
• Edit Text: The ability to modify the text associated with a document.
• Move Entry: The ability to move documents, electronic documents, and folders to a different folder, as well
as the ability to move pages between documents.
• Process: The ability to OCR image pages, index documents, extract text from an electronic file, or process
electronic documents using Laserfiche Snapshot. This feature right does not affect whether you can print an
electronic file using Laserfiche Snapshot.
• Extended Properties: The ability to view additional property information in the Properties dialog box, as well
as the ability to view the Entry ID folder browser column.
• Delete: The ability to delete entries, as well as whether one or more pages can be deleted from a document.
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D. ALLOW USERS TO ENTER SEARCH PARAMETERS TO LOCATE DOCUMENTS BY REFERENCE NUMBER,
APPLICATION NAME, DOCUMENT TYPE, DATE RECEIVED, SITE ADDRESS AND OTHER ENTERED ATTRIBUTES.
Users can use keyword searches and metadata searches on any field such as reference number, application
name, etc. Users are also able to configure their own search parameters to enable searching by text and
metadata fields searches such as reference number, date received, etc.
Laserfiche has a robust search engine.
Basic.•The Basic Search is a general search allowing you to search text, entry names, fields, annotations, or a
combination of these. The Basic Search acts like the Quick Search.
Business Process• Users can search for entries associated with a business process by searching for the business
process's name, status, and start or completion date.
Date. Users can search for documents or folders by creation date and/or last modified date.
Digital Signatures• Users can search for documents by whether they have digital signatures associated with
them.
Electronic Document.• Users can search for documents by whether they have an electronic file associated with
them —also considered searching for an electronic document —as well as what kind of electronic file.
Entry Name orEntrylD. Users can search for a specific document, folder, or shortcut using that entry's name or
unique identification number (entry ID).
Field/Templates. Users can search for documents and folders by assigned template, independent field, field
value, or multiple field values.
Links. Users can search for documents that have been linked together by specifying the relationship between
them or by Link Group comment.
Pages. Users can search for documents by whether they contain image or text pages or by whether OCR
processing has been applied to the images associated with that document.
Records Management.• Users can also perform records management searches. These searches allow records
managers to quickly locate records that need to be reviewed or processed.
Tags Users can search for documents that have been assigned tags, or have specific tag comments, by
specifying one or more informational or security tags.
Text.•Atext search lets users search for a word or phrase and provides more nuanced options than in Quick
Search or Basic Search.
User.• Users can search for all documents and folders that have been created, checked out, owned or last
modified by a particular user.
Versions• Users can search for versioned documents by version comments, by the user who created a version
within the document, by the date a version was created, or by version label.
Within Fo/der.• Users can search the contents of the current folder or specify one or more folders to include or
exclude from the search.
Within Volume. A search can be performed for all documents and electronic documents stored on a particular
volume.
Additionally, the Text search enables users to search through the text of a document for a word or phrase. This is
called a "full -text" search.
There are two types of full -text searches: basic text searches, the simplest way to perform a search, where users
enter information into fields and boxes; and advanced text searches, where users type in a complex search
string, which gives them more searching flexibility such as the following:
Phrase: Allows users to search for a single word or phrase.
And: Allows users to search for all documents that contain two specified words or phrases. Use the second
text box that appears when selecting "and" to enter a second word or phrase.
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• Or: Allows users to search for all documents that contain one of two specified words or phrases. Use the
second text box that appears when selecting "or" to enter a second word or phrase.
• Not: Allows users to search for all documents that contain the first specified word or phrase, but not the
second one (in the second text box).
• Within: Allows users to search for all documents that contain both specified words or phrases within a
particular number of words of each other.
All text searches support the Fuzzy search option, which allows users to find all words or phrases that are similar
to the word or phrase they typed, even if they contain misspellings or OCR errors.
When using the Fuzzy search feature, the degree of accuracy is determined by the number of letters or by the
percentage of each word in the phrase. Specify the maximum number of letters that each word in the phrase can
differ from the specified criteria and still be considered a good result or specify the percentage of each word in
the phrase that can differ from the search criteria and still be considered a good result.
E. ALLOW PARTICIPATING AGENCY APPLICATION ADMINISTRATOR TO CONFIGURE NEW FOLDERS, SUB -
FOLDERS, DOCUMENT ATTRIBUTES, AND DOCUMENT TYPES WITHOUT CONTRACTOR'S ASSISTANCE.
ADMINISTRATOR CAN SELECT WHETHER CONFIDENTIAL FOLDERS ARE VISIBLE IN THE CUSTOMER -FACING
INTERFACE.
The Laserfiche System Administrator can configure all folders in the Laserfiche repository and apply security to
these folders without vendor assistance. Administrator can select whether confidential folders are visible in the
customer -facing interface.
F. ALLOW USERS TO CONFIGURE THEIR OWN SEARCH PARAMETERS TO ENABLE SEARCHING BY A VARIETY OF
ATTRIBUTES, FOR EXAMPLE: REFERENCE NUMBER, DATE RECEIVED, AND DOCUMENT TYPE.
Users can configure their own search parameters to enable searching by text and metadata field searches such
as reference number, date received, etc.
G. HAVE OPTIONS FOR ONSITE, CLOUD -BASED STORAGE AND HYBRID -BASED STORAGE
MCCi offers an on-prem (self -hosted) or cloud hosted solution. MCCi's Managed Cloud platform provides a SaaS
user experience with the functionality, access, and dedicated resources an on-prem solution would offer. Our
Managed Cloud solution provides a single tenant architecture with the security, dependability, scalability, and
customization needed for high -volume and highly integrated business process automation.
H. ALLOW PARTICIPATING AGENCY TO RETAIN OWNERSHIP OF THE DATA STORED ON THE PLATFORM AND
THE ABILITY TO EXTRACT IT IN FULL AT ANY TIME.
Client will own their own data in Laserfiche with the ability to extract at any time.
I. ALLOW THE DIRECT IMPORT OF COMMON ELECTRONIC DOCUMENT TYPES (SUCH AS, BUT NOT LIMITED TO:
TIF, PDF, JPG, MICROSOFT OFFICE STANDARD FORMATS SUCH AS DOCX AND XLSX).
Yes, Laserfiche can direct import virtually any type of file. This includes common image formats such as TIFF,
PDF, JPG, along with MS Office files. Laserfiche can also store multimedia files such as audio and video file
formats. When a user opens a non -image file, it will open using the application associated with that filetype on
the user's computer.
J. BE EASY TO NAVIGATE, USER-FRIENDLY USER INTERFACE.
As a solution, Laserfiche consistently receives high marks from industry -leading independent studies related
specifically to its ease of use and user adoption. All modules of Laserfiche are designed with ease of use in
mind. The user interfaces and administrative tools are very easy to learn, navigate and use. Users will find that
Laserfiche has a folder tree structure similar to Windows Explorer for easy viewing and use. This familiarity will
give the Client's staff the confidence to begin scanning and retrieving documents almost immediately after
installation making deployment easier on their resources.
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K. ALLOW FOR ADD -ON FOR MICROSOFT OFFICE INTEGRATION TO ENABLE IMPORT OF EMAILS DIRECTLY INTO
SYSTEM.
Laserfiche is tightly integrated with the Microsoft Office Suite, giving Clients the capability to easily archive
records from an Office application directly to Laserfiche easily- including Microsoft Outlook. Users can drag and
drop emails from Outlook and import this metadata into Laserfiche allowing for easy search. Additionally, basic
e-mail information such as sender, recipient, date/time sent, etc., can be stored as field information for the
electronic document created for the e-mail message. Attachments can be filed as well. The process of importing
an e-mail message into Laserfiche is slightly different than that of importing other electronic files, namely
because of how attachments and properties are handled. An e-mail message can contain one or more
attachments. Laserfiche allows you to configure how those attachments are imported with the following options:
• Keep attachments with the e-mail message
• File each attachment as its own electronic file
• Keep attachments with the e-mail message and file each as separate document
• Do not import the attachments
L. ALLOW FOR FILES CAN BE UPLOADED BY USING A DRAG -AND -DROP SYSTEM.
Yes, Laserfiche allows for simple drag and drop import.
M. ALLOW APPLICATION ADMINISTRATOR TO UPLOAD DOCUMENT TEMPLATES FOR USE BY USERS.
Yes, the Application administrator can create and upload document templates for different types of users as
needed.
N. ENABLES STORAGE OF APPLICATION PRESENTATION DOCUMENTS, SUCH AS POWERPOINT FILES,
PHOTOGRAPHS AND VIDEOS
Yes, Laserfiche can store PowerPoint presentations and multimedia files such as audio and video file
formats. When a user opens a non -image file, it will open using the application associated with that file type on
the user's computer.
0. IDENTIFY DUPLICATE DOCUMENTS WITHIN A FOLDER
Yes, out of the box, duplicates are easily recognizable. Laserfiche also offers version control.
2.5 CUSTOMER FACING INTERFACE.
A. INCLUDE A COUNT OF THE TOTAL NUMBER OF DOCUMENTS IN A FOLDER,
Yes, while in a particular folder, Laserfiche shows the total number of documents.
B. ENABLE THE DOWNLOADING AND PRINTING OF DOCUMENTS,
Laserfiche allows users to right -click on a document(s) to email directly from the application (See Screenshot
1). From here a dialog box will appear to allow for whole document or pages along with the ability to send as link
or copy, file type, and to set a password (See screenshot 2). Printing can be done from the application, as well,
(see screenshot 3) and users are given the ability to print all document(s) or just selected pages. Note, these can
all be done from the document viewer as well.
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C. ALLOW ADMINISTRATOR TO REDACT SECTIONS OF DOCUMENTS FROM PUBLIC VIEW IF NEEDED. PRINTED
AND DOWNLOADED DOCUMENTS INCLUDE THE REDACTION IN THE DOWNLOADED VERSION,
Yes, redaction capability is standard in Laserfiche. Images and/or text associated with a document can
be redacted, allowing users to hide sensitive material from unauthorized users. Only users with sufficient
security rights can view redacted material, which will appear highlighted in gray. Users without security rights will
see a black or white area, instead of the image or text behind it. Users with appropriate security rights can
choose whether to allow the sensitive material to be visible after exporting/printing via the Settings dialog box.
D. ABILITY TO GENERATE HYPERLINKS TO SPECIFIC DOCUMENTS WITHIN THE SYSTEM TO ALLOW THESE TO BE
USED IN REPORTS, EMAILS, ETC,
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Yes, with Laserfiche users can Direct Share specific documents with people for a specific timeframe. Links to the
record can be included in internal email notifications.
E. ABILITY TO SELECT DIFFERENT LANGUAGES AND/OR PHOTOS WITHIN THE INTERFACE,
The Laserfiche web client is available in English, Spanish, French, Portuguese (Brazilian), Arabic, Simplified
Chinese, Traditional Chinese, Italian, and Thai. Laserfiche Forms is available in English, Spanish, French,
Portuguese (Brazilian), Arabic, Simplified Chinese, Traditional Chinese, and Thai.
F. ADA COMPLIANT INTERFACE,
Yes, the Laserfiche Web Client is compliant, please refer to this link for further detail and VPAT for full compliance
documentation - https://www.laserfiche.com/legal/accessibiLrity-
G. AT -A -GLANCE STATUS OF APPLICATIONS BASED ON INPUT META -DATA (LE META -DATA AND ATTRIBUTES
CAN BE ADDED TO APPLICATION FOLDERS IN ADDITION TO DOCUMENTS WITHIN FOLDERS TO ENABLE
APPLICATION STATUS TO BE PUBLISHED/SUMMARIZED VIA A PAGE ON THE PARTICIPATING AGENCY'S
WEBSITE.
Yes, reporting on Laserfiche metadata is very quick and simple. This data can then be used for reporting and
enabling the status to be posted/published as needed on the Agency website.
2.6 REPORTING AND MANAGEMENT.
A. SYSTEM GENERATES REPORTS OF NUMBER OF DOCUMENTS ACCESSED, IMPORTED, UPLOADED, EDITED AND
DELETED. RESULTS CAN BE REFINED BY USER.
Laserfiche Audit Trail enables the Client to track activities performed in a Laserfiche repository. The tracked
information is stored in log files that Audit Trail uses to generate reports. Combined with other aspects of the
Laserfiche system, auditing not only helps to show compliance with legal regulations but also contributes to the
security of the Laserfiche repository.
How Does Audit Trail Work?
Laserfiche Audit Trail records events that take place in a Laserfiche repository enabling the Client to view those
events as part of a report.
The first and most important reason to use Laserfiche Audit Trail is to keep track of what occurs in a Laserfiche
repository. Before Laserfiche activity can be audited, a privileged user must choose the types of repository
activity that will be logged. After this configuration has been performed, an event will be recorded in the audit log
when a user performs an action that requires auditing. The Laserfiche Server will store these audited events in a
binary log file.
The second purpose of Laserfiche Audit Trail reporting: filtering and organizing audited repository activity. Once
the Client has enabled auditing in their repository, they can generate reports to analyze their repository activity
using the Laserfiche Audit Trail Reporting application. This application interprets the binary log files and allows
the Client to run reports on their contents, filtering by a variety of criteria.
OpenLaserfiche Server
Configure the Laserfiche Server to track events that should be logged. This process may differ depending on the
edition of Audit Trail the Client has installed.
OpenAudit Log
Once configured, the actions performed in the repository (that have been configured to be logged) are recorded
to a series of Audit log files.
OpenAudit Trail Reporting
Using the Laserfiche Audit Trail Reporting application, the Client can define a date range (as well as other
settings) for the data they want to run reports on. For example, they might want to run a report on actions
performed in their repository for the past 30 days.
fi1CCi Request for Proposal 36-22 for Documents and Records Management Page 66 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
Open SQL/Oracle Database
Once this date range is defined, the data is pulled from the Audit log and placed into the Client's SQL or Oracle
database. This database is separate from the database the Client's repository uses, which prevents the audit
reporter from affecting repository performance. This enables the Client to run reports more efficiently since they
are sifting through significantly less but more relevant information.
Audit Trail offers a web -based viewer to view all audit information, along with the ability to save report
definitions. Below are two screenshots of the interface.
Screenshot 1 - Saved Reports and Ability to Create New
Ilf, Repoits
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DOWNLOADED.
Laserfiche, Audit Trail enables the Client to track activities performed in a Laserfiche repository. The tracked
information is stored in log files that Audit Trail uses to generate reports. Combined with other aspects of the
Laserfiche system, auditing not only helps to show compliance with legal regulations but also contributes to the
security of the Laserfiche repository.
MCC' Request for Proposal 36-22 for Documents and Records Management Page 67 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
Screenshot - Audit Trail Web Interface
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C. SYSTEM CAN GENERATE REPORTS ON TOTAL SIZE OF ALL DATA STORED IN THE SYSTEM AND, DEPENDING
ON WHETHER SYSTEM IS CLOUD -BASED, WHERE DATA IS BEING STORED.
Through the administrator settings in the Laserfiche system data can be reviewed in the following ways:
Repository Properties
The Repository Properties page provides the Client with additional information about their repository.
Locking Status
The Locking Status section displays whether the repository is locked and allows users to lock or unlock it using
the Lock or Unlock button.
Indexing Status
In the Indexing Status section, users can see the current status of the Laserfiche Full -Text Indexing and Search
service. Users can also pause indexing, clear the index queue, add an indexing task, or refresh to update the
status.
Statistics
In the Statistics section, the Client can review information about your repository.
Current Size: The total size of the repository and its contents.
DocumentCount,*The total number of documents in the repository.
Image Count. The total number of TIFF images contained within documents in the repository.
Full -featured connections: The number of full -featured license connections currently made to the repository.
Retrieval connections- The number of read-only license connections currently made to the repository.
Logical volumes. The number of logical volumes attached to the repository.
Physical volumeseThe number of physical volumes attached to the repository.
Disk Space Usage: The Client can calculate the disk space used by volumes currently attached to the
Laserfiche repository. Note that this will only calculate disk space used by fixed volumes, not removable
volumes.
To calculate disk space usage, click Check disk space usage. If there are many volumes, this calculation make
take a few moments. In the Disk View tab, review the disks that host volumes on this repository, their
locations, and the disk capacity and current disk usage for the volume disks. To view the volumes on a disk,
click View volumes on this disk. In the Volume View tab, review the volumes currently attached to this
repository, and their size and path, as well as the disk capacity and available disk space on the hard disks that
host them.
This documentation is specific to Laserfiche version 11.
Illcci Request for Proposal 36-22 for Documents and Records Management Page 68 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
2.7 TESTING - THE CONTRACTOR SHALL COMPLETE ALL NECESSARY IMPLEMENTATION WORK IN A
PROFESSIONAL MANNER THAT MEETS THE REQUIREMENTS OF THE PARTICIPATING AGENCY. THE
CONTRACTOR SHALL ENSURE THAT SYSTEM IS CORRECTLY CONFIGURED TO MEET ALL PARTICIPATING
AGENCY FUNCTIONAL REQUIREMENTS. CONTRACTOR SHALL COORDINATE FUNCTIONAL TESTING TO ENSURE
ACCURACY OF CONFIGURATIONS. WORK SHALL COMMENCE WITHIN 45 DAYS OF CONTRACT AWARD.
MCCi will meet all necessary implementation requirements in a professional manner and ensure client
satisfaction. For each product increment, testing will need to be conducted through alpha and beta testing.
Alpha testing will be first conducted by MCCi through a two phased approach. First, the system
engineer/developer will test the product increment under "alpha testing." Once the item is bug free, the MCCi
project manager will conduct a second round of testing until bug free under "beta testing." Once bug free, MCCi
will package a group of items for client for under user acceptance testing (UAT). Client will have a list of items in
a "backlog for UAT." The item will be moved by section in basecamp by MCCi project manager and assigned to
client. At this point, the client will be responsible for testing item before completion. If item is bug free, the client
will simply need to close the item and notify MCCi project manager that item is bug free. If a bug exists, client
should move the item under "identified bugs from testing/development" and report the item. Client should
include details of the bug so corrective action can take place. MCCi and the client will go through same
procedures once corrective action is taken until item is completely bug free.
2.8 TRAINING - THE CONTRACTOR SHALL PROVIDE RESOURCES EXPERIENCED WITH DEVELOPING AND
EXECUTING TRAINING PLANS, INCLUDING CONTENT DEVELOPMENT AND DELIVERY, TO ASSIST THE
PARTICIPATING AGENCY IN MEETING END -USER TRAINING NEEDS. IMPLEMENTATION SHALL OCCUR IN
PHASES AND KNOWLEDGE TRANSFER SHALL BE AN ONGOING PROCESS THROUGHOUT THE ENTIRE PROJECT.
THE CONTRACTOR SHALL PROVIDE KNOWLEDGE TRANSFER BOTH VERBALLY AND THROUGH WRITTEN
DOCUMENTATION AND PROCEDURES
MCCi provides high quality professional services and support. Each member of our professional services team is
trained thoroughly on the product and goes through the applicable manufacturer training based on their area of
focus. MCCi works with our clients to put together a flexible training strategy to meet their individual needs
throughout the project. MCCi can provide train -the -trainer training for key staff, which can then roll -out the
project to the organization or MCCi can serve as the trainer for all users in the organization. Please see our
Training Packages below for additional information. These packages are designed to be completed at various
stages during the project as best determined during the sales discovery and project kick off assessment. In
addition to scheduled training options, MCCi offers The Training Center for Laserfiche, an on -demand training
resource subscription with hundreds of training videos and other resources available to the client at any time.
THE TRAINING CENTER FOR LASERFICHE
MCCi's Training Center for Laserfiche annual subscription provides an easy, cost-effective way for all users in
Client's organization to access training videos for Laserfiche and ABBYY.
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 Client's 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 Client's organization's internal Laserfiche training program
*The Training Center subscription gate is based on Laserfiche user counts
IIICCi Request for Proposal 36-22 for Documents and Records Management Page 69 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
LASERFICHE REPOSITORY ADMINISTRATOR TRAINING
MCCi's Repository Administrator Training is available as a single half -day session or a full day (two half -day
sessions). The goal is for your organization to have a trained Repository Administrator. The single half -day
session focuses on ongoing management of the repository with a focus on user management, troubleshooting
user permissions, monitoring, and auditing user activity, and managing metadata. The full day includes ongoing
management as well as considerations for future growth, focusing on setting up new security permissions,
repository planning, creation of new metadata types, and more. The complete list of training topics is listed
below.
User Management Metadata Management Audit Trail (if purchased)
Core User Security Repository Architecture Overview Weblink Designer (if purchased)*
Supplemental User Web and Windows Clients Technical Support Overview
Security* Differences
Monitoring User Activity General Repository Settings Recycle Bin Settings
*Available for full day training only
CLIENT DELIVERABLES
Have a license available for each attendee participating in the training
Provide the requisite IT resources
MCCI DELIVERABLES
Provide Repository Administration training according to the level of package purchased
Provide training for up to six (6) users per session
Description
Basic
Full
Laserfiche Web Management
Laserfiche Web Management
Product Training
Laserfiche Administration Console
Laserfiche Administration Console
Audit Trail (if purchased)
Weblink Designer (if purchased)
Audit Trail (if purchased)
Instructor -Led
1 session remote (3 hours total)
2 sessions remote (6 hours total) or 1 day onsite
Sessions
or half day onsite
Great For
Ongoing Management of the Repository
Ongoing Management of the Repository
Future Growth of the Repository
LASERFICHE IT ADMINISTRATOR TRAINING (SELF -HOSTED)
MCCi's IT Administrator Training is available as a standalone one -hour session for organizations that have a
clear division in responsibilities between infrastructure, application support, and repository management. The
IT Administrator may be responsible for server maintenance, backups, user licensing, and/or product
installations on end -user workstations. The goal is to familiarize the IT administrator with an overview of the
Laserfiche environment, repository architecture for backup purposes, user licensing, and installation files.
Laserfiche Environment Overview
Repository Architecture Overview
Laserfiche Directory Server
User and Application Licensing
CLIENT DELIVERABLES
Volumes
Installation Files
Technical Support Overview
Have a license available for each attendee participating in the training
Provide the requisite IT resources
MCCI DELIVERABLES
MCC Request for Proposal 36-22 for Documents and Records Management Page 70 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
Provide Laserfiche IT Administration training according to the level of package purchased
Provide training for up to six (6) users per session
USER TRAINING
MCCI's New User Training is a great introduction to the Laserfiche repository, which is accessed through an
application called the Laserfiche Client. Attendees will become familiar with how to import new content, to
search and retrieve existing content, and to export. Your organization can choose whether training is
conducted on the web -based or on the Windows desktop Client.
BASIC
Your organization can work closely with the product trainer to identify user functions, customizing the training
agenda on what attendees need to know for how they will use the repository. The trainer can emphasize
certain topics and can eliminate or briefly describe others.
Import Options
Laserfiche Scanning
Search and Retrieval
ADVANCED
Metadata Reports Annotations Tools
Dashboard (Laserfiche Cloud) Templates & Fields
Export Options OCR and Generating Text
MCCI's Advanced User Training is a continued examination of features available in the Laserfiche Client. Your
organization can work closely with the product trainer to emphasize certain topics and can eliminate or briefly
describe others.
Laserfiche Snapshot Version Control User Options
Microsoft Office Integration Tags Repository Design Considerations
Advanced Search Syntax Custom Quick Search
CLIENT DELIVERABLES
Have a license available for each attendee participating in the training
Provide the requisite IT resources
MCCI DELIVERABLES
Provide Laserfiche User training according to the level of package purchased
Provide training for up to six (6) users per session
Description
Basic
Full
Advanced
Product Training
Laserfiche Client
Laserfiche Client
Laserfiche Client
Instructor -Led
1 session remote (3 hours
2 sessions remote (6 hours
1 session remote (3
total)
hours total) or half day
Sessions
total) or 1 day onsite
or half day onsite
onsite
Onboarding a Single
Train the Trainer
Seasoned Laserfiche
Great For
Department
Learning & Development
Users
New Users to Laserfiche
Department
LASERFICHE RECORDS MANAGEMENT MODULE TRAINING
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.
RECORDS MANAGEMENT TRAINING
Records Series
Versioning
Records Folders
Security Tags
Document Links
Vital Records
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Cutoff Criteria
Hold Period
Final Disposition
Event Dispositions
ADMIN CONSOLE SETUP
Cycle Definitions Setup
Retention Schedules Setup
Cutoff Eligibility
Disposition Actions
Interim Transfers
Permanent Records
Locations Setup
Cutoff Instructions Setup
Retention Period
Time Dispositions
Accession / Freezing
Destruction
CLIENT DELIVERABLES
Have a license available for each attendee participating in the training
Appoint a Records Management Administrator who has been through Laserfiche Administrator training to
manage ongoing user and process permissions
Provide the requisite IT resources
MCCI DELIVERABLES
Provide Records Management training according to the level of package purchased.
Provide training for up to six (6) users per session
Description
Instructor -Led Sessions
2 sessions (6 hours
total)
or 1 day onsite
4 sessions (12 hours total)
or 2 days onsite
4 sessions (12 hours
total)
or 2 days onsite
Laserfiche Workflow for
Uniform Filing Training
Not Included
Included
Included
2 sessions (6 hours) or 1 Day Onsite
Included, up to 30
Remote Post Training
calendar days from the
Configuration Assistance
Not Included
Not Included
last training session, not
to exceed
10 hours
PROCESS AUTOMATION DESIGNER TRAINING ON LASERFICHE FORMS
MCCi's Laserfiche Forms Training is designed to be highly interactive. The goal is to quickly empower individuals
in the Client's organization to learn Laserfiche Forms. Individuals will learn not only how to create and maintain
webforms but also apply their new skills to streamlining approval and review processes. Lastly, training is
completed in the Client's Laserfiche Forms environment, ensuring attendees have the right permissions to get
started after training.
In Level 1, attendees are led through exercises designed to showcase commonly used features and tools within
Laserfiche Forms.
In Level 2, attendees get all Level 1 and spend an extra session building a process custom to the Client's
organization. In one (1) 2-hour remote sessions prior to training, attendees are led through a process design
workshop with the instructor to isolate and plan out a process. Attendees then apply their new skills during the
last session to the outlined process.
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DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
In Level 3, attendees get all of Level 2 and are offered additional remote assistance post -training. This is especially
useful if the identified process is complex, and attendees prefer more coaching beyond the Level 2 training
session.
CLIENT DELIVERABLES
Have a license available for each attendee participating in the training
Appoint a Forms Configuration Administrator who has been through Laserfiche Administrator training to
manage ongoing user and process permissions
Provide the requisite IT resources
Provide MCCi with a mapped -out narrative of specified business process sample forms, approval steps and
approvers, metadata requirements, etc. (Level 2 and Level 3 only)
MCCI DELIVERABLES
Provide Process Automation training according to the level of package purchased. CSS and JavaScript are
outside the scope of this training package
Provide training for up to (six) 6 users per session
Description
Product Training
Laserfiche Forms
Laserfiche Forms
Laserfiche Forms
4 sessions remote (12
4 sessions remote (12
Instructor -Led Sessions
2 sessions remote
hours total) or 2 days
hours total) or 2 days
(6 hours total)
onsite
onsite
Exercises Designed to
Learn Tools and Explore
Included
Included
Included
Features
Coaching on a Process
Not Included
1 session remote
1 session remote
Design
(2 hours total)
(2 hours total)
Included, up to 30
Remote Post Training
calendar days from the
Configuration
Not Included
Not Included
last training session, not
Assistance
to exceed
10 hours
PROCESS AUTOMATION DESIGNER TRAINING ON LASERFICHE WORKFLOW
MCCi's Laserfiche Workflow Training is designed to be highly interactive. The goal is to quickly empower
individuals in the Client's organization to learn Laserfiche Workflow. Individuals will learn how to build workflows
to replace repetitive steps performed in the repository, send email notifications, promote uniform documentfiling
and naming, and potentially integrate with other applications through data lookups and insertions. Lastly, training
is completed in the Client's Laserfiche environment, ensuring attendees have the right permissions to get started
after training.
In Level 1, attendees are led through exercises designed to showcase commonly used features and tools within
Laserfiche Workflow.
In Level 2, attendees get all Level 1 and spend an extra session building a process custom to your organization. In
one 2-hour remote session prior to training, attendees are led through a process discovery workshop with the
instructor to isolate and plan out a workflow. Attendees then apply their new skills during the last session to the
outlined workflow.
fi1CCi Request for Proposal 36-22 for Documents and Records Management Page 73 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
In Level 3, attendees get all Level 2 and are offered additional remote assistance post -training. This is especially
useful if the identified workflow is complex, and attendees prefer more coaching beyond the Level 2 training
session.
144140111i1744U/47_114*1
Provide each attendee participating in the training access to Workflow Designer and Workflow Administration
Console
Appoint a Workflow Configuration Administrator who has been through Laserfiche Administrator training to
manage ongoing user and process permissions
Provide the requisite IT resources
Provide MCCi with a mapped -out narrative of specified business process sample forms, approval steps and
approvers, metadata requirements, etc. (Level 2 and Level 3 only)
MCCI DELIVERABLES
Provide Workflow Designer training on commonly used activities according to the level of package
purchased. Activities that require skills not related to Laserfiche to configure (i.e., SQL queries, VBA, C#,
Microsoft .NET Framework, API calls) are outside the scope of this training package
Provide training for up to six (6) users per session
Description
Product Training
Laserfiche Workflow
Laserfiche Workflow
Laserfiche Workflow
4 sessions remote (12
4 sessions remote (12
Instructor -Led Sessions
2 sessions remote
hours total) or 2 days
hours total) or 2 days
(6 hours total)
onsite
onsite
Exercises Designed to
Learn Tools and Explore
Included
Included
Included
Features
Coaching on a Process
Not Included
1 session remote
1 session remote
Design
(2 hours total)
(2 hours total)
Included, up to 30
calendar days from the
Remote Post Training
Not Included
Not Included
last training session, not
Configuration Assistance
to exceed
10 hours
INTRODUCTION TO LASERFICHE — PROJECT INTRODUCTION TRAINING
As part of the Client's new Laserfiche implementation project, this one -hour training course will provide them
and their departmental subject -matter experts with an overview of the features and functionality of their
Laserfiche platform. The training course is built to help the Client understand what Laserfiche is capable of and
get them into the mindset of working in Laserfiche before we dive into the discovery and implementation
phases of their project.
TOPICS INCLUDED IN THIS COURSE
What is Laserfiche?
What is metadata and how is it used in filing workflows to automate archiving documents?
Best practices in creating/managing a repository.
Overview of specific process automation tools, based on the Client's platform/subscription/licensing.
MCCI DELIVERABLES
Provide a one -hour remote training session/demonstration of the introductory topics for up to six (6) users per
session
Provide slide deck of session for download, if applicable
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DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
EXCLUSIONS
MCCi is not responsible for providing training course examples specific to solutions provided in final project
deliverables.
ASSUMPTIONS
Training is to be completed after Client kick-off call, but before discovery phase.
Client does not have the Training Center for Laserfiche subscription.
LASERFICHE QUICK FIELDS TRAINING
MCCi's Quick Fields On -Site training is designed to empower Laserfiche administrators to create and run Quick
Fields sessions that automate document identification, processing, and storage. Learners will participate in
configuring a new session focusing on commonly used Quick Fields functionalities.
CLIENT DELIVERABLES
Attend Laserfiche Administration Training prior to Quick Fields training
MCCI DELIVERABLES
Install Quick Fields
Provide project discovery
Provide one (1) full day training or two (2) half -day trainings on purchased Quick Fields modules for up to six
(6) users per session
Quick Fields configuration assistance post training for up to 30 calendar days from the initial training, not to
exceed eight (8) hours
3. DELIVERABLES
CONTRACTOR SHOULD DEVELOP THE FOLLOWING DELIVERABLES IN THE ASSESSMENT OF THE PARTICIPATING
AGENCIES CURRENT SYSTEM AND PROPOSED SOLUTION (ADDRESSES ELEMENTS A-O UNDER SECTION 3
DELIVERABLES)
MCCi has partnered with industry -leading solutions to drive process improvement and innovation across
organizations versus siloed technology department by department. MCCi's clients are choosing Content Services
& Intelligent Automation to drive the automation necessary, starting with processes as simple as scanning
documents and going as far as implementing digital workers to perform time-consuming repetitive tasks. MCCi
consults with our clients to identify the business issues and bottlenecks in processes and recommends how these
processes can be automated utilizing technology tools. Whether clients are looking to implement self -hosted or in
the cloud, we have solutions to tailor to each organization. We are passionate about empowering organizations to
choose and implement right solution for their first initial roll -out and to meet their long-term goals.
CONSULTATION
As the Client begins the journey to choose the best technology, we start with a thorough discovery process to
understand their current business needs and how those may change in the future. Our sales and client innovation
teams then recommend a solution tailored to the Client's needs. We determine the best implementation strategy,
as well as ongoing support needs. Our goal is to deliver a final solution and work with them on their next project.
To complete discovery/assessment of existing records, system, and procedures, MCCi experts will conduct an
analysis of the prospective client's systems. The 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 using a Content Services or Intelligent Automation solution or could be
transitioning from another system. Existing clients may consider an analysis when looking to expand their
system into other departments or throughout their enterprise. It is also an opportunity to investigate and report
on how Client's existing solution is being used versus its intended use. Either way, an analysis not only serves the
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consulting needs, but can also mitigate inherent risks in a new project. Risks such as scope creep, unforeseen
needs (e.g., people, conversions, integrations, equipment), and unknown stakeholders can be identified and
cleared up at the very beginning of the project. This 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 amount of time/cost of an analysis is dependent upon the system size
and number of departments to be involved. The final deliverable is a report that can be given to Client in a
format that can be edited. Any future changes to the report are the responsibility of Client. The report can 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
• Possible timeline and workplan or a Statement of Work detailing the project
• Suggested retention periods based on client's needs and requirements
• Costs involved in initial project and expansions into various departments based on client's needs
• Recommendations of availability and accessibility of various documents based on client's requirements
• Recommendations of strategies on adoptions of new policies and procedures related to document
management
• Recommendations for applying change management and training
MCCi can deliver results of the performed analysis in written form, as well as via an onsite meeting with key client
stakeholders that should be attended by client CIO/IT Director, Application Administrators, departmental
managers, and any other leadership members.
Task #
Timelline Process
Task Name
Assessment- Pre
Duration
Development*Sample
Resources Needed
1
Kick -Off Meeting
1 day
MCCi Account Executive, MCCI Project Team,
Client Project Sponsors
2
Process Analysis
5 days
MCCi Account Executive, MCCI Project Team,
Client Project Sponsors, Client SME
2.1
Process Assessment - Pre -Development
1 day
2.1.1
Meet Process Owners -Process 1
MCCi Account Executive, MCCI Project Team,
Client Project Sponsors, Client SME
2.1.2
Meet Process Owners -Process 2
MCCi Account Executive, MCCI Project Team,
Client Project Sponsors, Client SME
2.1.3
Meet Process Owners - Process 3
MCCi Account Executive, MCCI Project Team,
Client Project Sponsors, Client SME
2.2
Deep Dive - Targeted Process - Process 1
1 day
2.2.1
Review Existing Process Maps
MCCI Project Team, Client SME
2.2.2
Review SOPS
MCCI Project Team, Client SME
2.2.3
Meet with Process Owners
MCCI Project Team, Client SME
2.3
Deep Dive - Targeted Process - Process 2
1 day
2.3.1
Review Existing Process Maps
MCCI Project Team, Client SME
2.3.2
Review SOPS
MCCI Project Team, Client SME
2.3.3
Meet with Process Owners
MCCI Project Team, Client SME
2.4
Deep Dive - Targeted Process - Process 3
1 day
:. Mcci
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2.4.1
Review Existing Process Maps
MCCI Project Team, Client SME
2.4.2
Review SOPs
MCCI Project Team, Client SME
2.4.3
Meet with Process Owners
MCCI Project Team, Client SME
2.5
Shadowing - Selected Process(s)
1 day
y
2.5.1
Process 1
MCCI Project Team, Client SME
2.5.2
Process 2
MCCI Project Team, Client SME
2.5.3
Process 3
MCCI Project Team, Client SME
3
Process Definition Documentation (PDD)
25 days
MCCi Account Executive, MCCI Project Team,
Client Project Sponsors, Client SME
3.1
Create Final Draft
12 days
MCCI Project Team
3.2
Meet with Process Owners
1 day
MCCI Account Executive, MCCI Project Team,
Client SME
3.3
Redline
4 days
Client Project Sponsors, Client SME
3.4
Final Corrections
4 days
MCCI Project Team
3.5
Client Approval — PDD
4 days
Client Project Sponsors
4
Solution Design Documentation (SDD)
25 days
MCCi Account Executive, MCCI Project Team,Client Project Sponsors, Client SME
4.1
Create Final Draft
12 days
MCCI Project Team
4.2
Meet with Process Owners
1 day
MCCI Account Executive, MCCI Project Team,
Client SME
4.3
1 Redline
4 days
Client Project Sponsors, Client SME
4.4
Final Corrections
4 days
MCCI Project Team
4.5
Client Approval - SDD
4 days
Client Project Sponsors
5
Meet with Stakeholders to Deliver Report
.5 days
MCCi Account Executive, MCCI Project Team,
Client Project Sponsors
*This timeline is provided as an example only. Actual timeline may differ based on project size, number of
processes evaluated, and necessity for any change orders that may occur through the process. Qualifications for
change orders can include, but are not limited to: post process approval revisions, additional resource
requirements, etc. Actual timeline will depend upon client and vendor resource availability and responsiveness, as
well as environment preparedness.
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TAB 8 - VALUE ADDED PRODUCTS AND SERVICES
INCLUDE ANY ADDITIONAL PRODUCTS AND/OR SERVICES AVAILABLE THAT VENDOR CURRENTLY PERFORMS
IN THEIR NORMAL COURSE OF BUSINESS THAT IS NOT INCLUDED IN THE SCOPE OF THE SOLICITATION THAT
YOU THINK WILL ENHANCE AND ADD VALUE TO THIS CONTRACT FOR REGION 14 ESC AND ALL NCPA
PARTICIPATING ENTITIES.
Please see our included Product Overviews below of value-added products and services.
SERVICE PACKAGES
LASERFICHE SYSTEM MIGRATION PACKAGE
MCCi's System Migration Package is designed for MCCi to assist with moving your existing Laserfiche infrastructure
with your currently installed applications to your new server environment and upgrading to the latest Laserfiche
supported versions.
CLIENT DELIVERABLES
Provide Microsoft Window Server(s) that meets Laserfiche system requirements
Provide a Windows account that has administrative rights to each new Laserfiche server, can create, write, and
read the various Laserfiche databases, and query Active Directory
Acquire, install, and setup TLS certificates that meet Laserfiche requirements
Create backup of Laserfiche databases and restore in new SQL environment
Transfer data to new environment
MCCi DELIVERABLES
Install and configure one (1) instance of each existing Laserfiche application in one (1) environment (e.g., Test,
Dev, Staging, QA, etc.)
Register existing repositories in the new environment with the various Laserfiche applications
Upgrade existing Laserfiche applications to newest supported version of Laserfiche
Provide consultation on best practices for volume and Laserfiche database migrations
Perform basic software deployment testing
EXCLUSIONS
MCCi is not responsible for the following:
Installing and configuring failover clusters or load balancing
Configuring servers in DMZs
Updates to configuration in any Workflows, Forms, Quick Fields, or Import Agent Sessions migrated
Configuring Identity Providers other than native Active Directory
Installing or Configuring applications that were not already installed or configured
Migrating custom settings or integrations
ASSUMPTIONS
Google Chrome or Chromium Microsoft Edge is installed on all servers.
Laserfiche Server version 8 and Laserfiche Workflow version 8.3 or later is currently installed.
If applicable, Client has also ordered Installation and Initial Configuration of Active Directory Certificate Services
package (see package description for full detail).
SELF -HOSTED DATA MIGRATION TO LASERFICHE CLOUD
MCCi's Self -Hosted Data Migration to Laserfiche Cloud Package is designed to migrate an existing self -hosted
Laserfiche system to a new Laserfiche Cloud environment.
CLIENT DELIVERABLES
Provide a Windows account that has administrative rights to each server (can create, write, and read the various
Laserfiche databases, and has administrative rights to the Laserfiche applications)
Purchase a Laserfiche Cloud license that includes the features and data needed to migrate the self -hosted
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MCCI DELIVERABLES
Migrate a single (1) repository to the Laserfiche Cloud system
Assist Client with switching one (1) installation of a self -hosted application (Windows Client, Quick Fields, Import
Agent, etc.) to work with Laserfiche Cloud
Perform basic software deployment testing
EXCLUSIONS
MCCi is not responsible for the following:
Upgrading Laserfiche applications except for the Laserfiche Server
Upgrading SQL Server
Migration of Laserfiche workflows, Laserfiche Forms Business Processes, or multiple repositories
Migration or installation of Quick Fields Sessions
Switching Windows users or groups to Repository users or groups
Migrating repositories over 400 GB (volumes + SQL database)
ASSUMPTIONS
Laserfiche server is on the latest version available to utilize the Laserfiche Data Migration tool.
If Client has SQL 2016 or newer, additional professional services time may be needed to complete the migration.
Laserfiche server is running Windows Server 2008 or higher.
Data is being migrated to a new Laserfiche Cloud system.
During the migration of the self -hosted system to Laserfiche Cloud, both systems will be unavailable.
Data is being migrated to a new Laserfiche Cloud system.
The current Client infrastructure meets the requirements needed to install and run the Laserfiche Cloud
Migration tool.
LASERFICHE INSTALLATION PACKAGE
MCCi's Installation Package is designed for MCCi to install and do initial configuration of the applications that come
with your Laserfiche Licensing Platform (e.g., Avante, Rio, Subscription).
CLIENT DELIVERABLES
Provide Microsoft Windows Server(s) that meet(s) the Laserfiche system requirements
Acquire, install, and set up TLS Certificates that meet Laserfiche requirements
Provide a Windows account that has administrative rights to each Laserfiche server (can create, write, and read
the various Laserfiche databases, and query Active Directory)
MCCI DELIVERABLES
Install and configure one (1) instance of each application in one (1) environment (e.g., Test, Dev, Staging, QA, etc.)
as outlined in the Laserfiche Assumptions section
Perform basic software deployment testing
EXCLUSIONS
MCCi is not responsible for the following
Installing and configuring failover clusters or load balancing
Configuring servers in DMZs
Migration of existing Laserfiche environment/applications to new environment
Configuring identity providers other than Active Directory
ASSUMPTIONS
Google Chrome or Chromium Microsoft Edge is installed on all Laserfiche servers.
If applicable, Client has also ordered Installation and Initial Configuration of Active Directory Certificate Services
package (see package description for full detail).
LASERFICHE SUBSCRIPTION STARTER INSTALLATION PACKAGE
MCCi's Subscription Starter Installation Package is designed for MCCi to install and do initial configuration of the
following applications: Laserfiche Server, Laserfiche Directory Server, Laserfiche Web Client, Import Agent, and Starter
Audit Trail.
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CLIENT DELIVERABLES
Provide Microsoft Windows Server(s) that meet(s) the Laserfiche system requirements
Acquire, install, and set up TLS Certificates that meet Laserfiche requirements
Provide a Windows account that has administrative rights to each Laserfiche server (can create, write, and read
the various Laserfiche databases, and query Active Directory)
MCCI DELIVERABLES
Install and configure one (1) instance of each application in one (1) environment (e.g., Test, Dev, Staging, QA, etc.)
as outlined in the Laserfiche Assumptions section
Perform basic software deployment testing
EXCLUSIONS
MCCi is not responsible for the following:
Installing and configuring failover clusters or load balancing
Configuring servers in DMZs
Migration of existing Laserfiche environment/applications to new environment
Configuring Identity Providers other than Active Directory
Installation of Laserfiche Windows Client, Workflow, Laserfiche Forms, Web Link, Distributed Computing Cluster,
Mobile Server, Federated Search, and ScanConnect
ASSUMPTIONS
Google Chrome or Chromium Microsoft Edge is installed on all Laserfiche servers.
If applicable, Client has also ordered Installation and Initial Configuration of Active Directory Certificate Services
package (see package description for full detail).
PUBLIC FACING LASERFICHE WEB PRODUCTS INSTALLATION AND CONFIGURATION
PACKAGE
MCCi's public facing Laserfiche installation and configuration package is designed to implement a single Laserfiche
web product in a Client's DMZ or Reverse Proxy environment and configure it to use Directory Server
authentication.
CLIENT DELIVERABLES
Acquire, install, and set up TLS Certificates that meet Laserfiche requirements
Provide servers in DMZ or Reverse Proxy
Configure appropriate DNS entries
Provide a Windows account that has administrative rights to each Laserfiche server (can create, write, and read
the various Laserfiche databases, and query Active Directory)
LTA 1410111]44VI4?A.14 V
Install and configure one (1) instance of Laserfiche Web Client, Forms, Mobile, or WebLink in one (1) environment
(E.g., Test, Dev, Staging, QA, etc.) in a DMZ or Reverse Proxy
Configure Laserfiche software to use TLS Certificates supplied by Client
Configure Laserfiche software to communicate with necessary internal servers
Assuming Weblink is the instance chosen for installation and configuration:
Basic configuration using the WebLink Designer not to exceed three (3) hours
Configure WebLink access security to one (1) level from the root on one (1) repository for the public user
account
Perform basic software deployment testing
EXCLUSIONS
MCCi is not responsible for the following:
Installing and configuring failover clusters or load balancing
Provisioning Client servers in DMZs
Customization of WebLink asp Microsoft .NET Framework file
Configuration of Folder Filter Expression
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ASSUMPTIONS
Google Chrome or Chromium Microsoft Edge is installed on all Laserfiche servers
UPGRADE TO LFDS INSTALLATION PACKAGE
MCCi's Upgrade to LFDS Installation Package is designed to upgrade a Client's system from repository
authentication to using directory server authentication. This includes migrating repository user accounts and
groups to directory server and configuring existing Laserfiche web products to use directory server authentication.
CLIENT DELIVERABLES
Provide Microsoft Windows Server that meets Laserfiche system requirements
Acquire, install, and set up TLS Certificates that meet Laserfiche requirements
Provide a Windows account that has administrative rights to each Laserfiche server (can create, write, and read
the various Laserfiche databases, and query Active Directory)
MCCI DELIVERABLES
Install and configure LFDS in one (1) environment (E.g., Test, Dev, Staging, QA, etc.)
Migrate repository user accounts and groups to LFDS
Configure Laserfiche web products for Single Sign -On using LFDS authentication in one (1) environment (E.g.,
Test, Dev, Staging, QA, etc.)
Perform basic software deployment testing
EXCLUSIONS
MCCi is not responsible for the following:
Adding new users, creating new groups, access rights, and security
Setting up external DMZ
Installing and configuring Failover Clusters or Load Balancing
Migrating existing Laserfiche environment/applications to new environment
Configuring Identity Providers other than native Active Directory
ASSUMPTIONS
Client's Laserfiche application server is on Laserfiche Version 10.4.1 or later
Google Chrome or Chromium Microsoft Edge is installed on all Laserfiche servers
Included if applicable; Installation and Configuration of AD CS Services package, see package description for full
detail.
Repository user accounts can be migrated using the User Account Migration tool. If the tool is not able to be
used, a change order may be needed.
LASERFICHE VERSION UPGRADE PACKAGE
MCCi's Laserfiche Version Upgrade Package is designed for MCCi to upgrade your existing Laserfiche applications to
the newest supported versions on the servers Laserfiche is currently installed on.
CLIENT DELIVERABLES
Provide a Windows account that has administrative rights to each Laserfiche server (can create, write, and read
the various Laserfiche databases, and query Active Directory)
Acquire, install, and set up TLS Certificates that meet Laserfiche requirements
MCCI DELIVERABLES
Update existing modules in one (1) environment to the newest supported version of Laserfiche.
Perform basic software deployment testing.
EXCLUSIONS
MCCi is not responsible for the following:
Migrating Laserfiche system or MS SQL to new Windows servers
Migrating existing Laserfiche environment/applications to new environment
Installing and configuring failover clusters or load balancing
Configuring servers in DMZs
Configuring identity providers other than native Active Directory
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Metadata configuration
ASSUMPTIONS
Existing SQL Server version instances meet Laserfiche requirements.
Existing Windows Server version meets Laserfiche requirements.
Google Chrome or Chrome Microsoft Edge is installed on all Laserfiche servers.
Included if applicable; Installation and Configuration of AD CS Services package, see package description for full
detail.
Laserfiche Server version 8 and Laserfiche Workflow version 8.3 or later are currently installed.
LASERFICHE LICENSING PLATFORM AND VERSION UPGRADE PACKAGE
MCCi's Laserfiche Licensing Platform and Version Upgrade Package is designed for MCCi to switch your existing
Laserfiche Licensing Platform (e.g., United, Teams, Avante, Rio) to a new Laserfiche Licensing Platform (e.g., United to
Avante or Avante to Rio, etc.) on the servers that Laserfiche is currently installed on. This includes installing new
modules that are included with your new licensing platform, installing and configuring directory server,
converting/migrating users from your repository to directory server if needed, and upgrading your existing Laserfiche
applications to the newest supported versions.
CLIENT DELIVERABLES
Provide a Windows account that has administrative rights to each Laserfiche server (can create, write, and read
the various Laserfiche databases, and query Active Directory)
Acquire, install, and set up TLS Certificates that meet Laserfiche requirements
MCCI DELIVERABLES
Perform licensing update to upgrade Client to defined platform and newest supported version of Laserfiche
Install and configure new modules in one (1) environment (e.g., Test, Dev, Staging, QA, etc.) not currently owned
by Client to not exceed: directory server, Web Client, Forms, Workflow as outlined in the Laserfiche assumptions
section
Install and configure Directory Server on the appropriate server per MCCi best practices
Convert/migrate repository user accounts to Directory Server (some pre -requisites apply)
Configure Laserfiche web products for Single Sign -On using LFDS authentication in one (1) environment (e.g.,
Test, Dev, Staging, QA, etc.)
EXCLUSIONS
MCCi is not responsible for the following:
Migrating Laserfiche system or MS SQL to new Windows Servers
Migrating existing Laserfiche environment/applications to new environment
Installing and configuring failover clusters or load balancing
Configuring servers in DMZs
Configuring identity providers other than native Active Directory
Metadata Configuration
ASSUMPTIONS
Existing SQL Server version instances meet Laserfiche requirements.
Existing Windows Server version meets Laserfiche requirements.
Google Chrome or Chrome Microsoft Edge is installed on all Laserfiche servers.
Included if applicable; Installation and Configuration of AD CS Services package, see package description for full
detail.
Laserfiche Server version 8 and Laserfiche Workflow version 8.3 or higher are currently installed.
LASERFICHE SANDBOX INSTALLATION PACKAGE
MCCi's Laserfiche Sandbox Installation Package is designed for Clients whose subscription licensing includes a
Sandbox license.
CLIENT DELIVERABLES
Provide Microsoft Windows application server that meets Laserfiche system requirements
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Acquire, install, and set up TLS Certificates that meet Laserfiche requirements
Provide a Windows account that has administrative rights to each Laserfiche server (can create, write, and read
the various Laserfiche databases, and query Active Directory)
MCCI DELIVERABLES
Install a single (1) sandbox environment on a single server including up to ten (10) users, Laserfiche Directory
Server and any additional add-ons purchased from MCCi, such as portals
EXCLUSIONS
MCCi is not responsible for replicating other environments into Sandbox (E.g., Migrating workflows, forms processes,
folder structures, security, user accounts, integrations, etc.).
ASSUMPTIONS
Google Chrome or Chrome Microsoft Edge is installed on all Laserfiche servers.
Client owns Laserfiche Business Subscription Tier or Sandbox licensing.
Client has acquired, installed, and set up TLS Certificates that meet Laserfiche requirements on Client's system.
LASERFICHE ADD -ON APPLICATION INSTALLATION
MCCi's Add -on Application Installation Package is designed for MCCi to install and perform the initial basic
configuration of one (1) Laserfiche application.
CLIENT DELIVERABLES
Provide Microsoft Windows Server(s) that meet(s) the Laserfiche system requirements
Acquire, install, and set up TLS Certificates that meet Laserfiche requirements
Provide a Windows account that has administrative rights to each Laserfiche server (can create, write, and read
the various Laserfiche databases, and query Active Directory)
MCCI DELIVERABLES
Install and configure one (1) application in one (1) environment (e.g., Test, Dev, Staging, QA, etc.) as outlined in
the Laserfiche Assumptions section
Perform basic software deployment testing
Provide one -hour overview on the application installed
EXCLUSIONS
MCCi is not responsible for the following:
Installing and configuring failover clusters or load balancing
Installing and configuring LFDS
Installing and configuring Laserfiche PowerPack by MCCi
Installation of Configuring servers in DMZs
Migration of existing Laserfiche environment/applications to new environment
Configuration of identity providers other than Active Directory
ASSUMPTIONS
Google Chrome or Chromium Microsoft Edge is installed on all Laserfiche servers.
LASERFICHE SAML IDENTITY PROVIDER PACKAGE
MCCi's Laserfiche SAML Identity Provider Package is designed to help Client configure directory server with a SAML
2.0 supported identity provider.
CLIENT DELIVERABLES
Provide MCCi with claims mapping configuration information from SAML 2.0 Identity Provider (IdP)
MCCI DELIVERABLES
Configure directory server to use the Client's SAML identity provider for authentication in the Laserfiche system
Provide Client training on how to create accounts in directory server from the Client's SAML identity provider
EXCLUSIONS
MCCi is not responsible for the following:
Configuring individual Laserfiche web products to use Single Sign On
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Troubleshooting issues with the SAML identity provider
Identifying provider conversion: the migration (or conversion) of users from the current identity provider to the
new SAML identity provider, including, without limitation, directory server and repository users
Migrating (or converting) of users from current identity provider to the new SAML identity provider, including
directory server and repository users
Creating accounts in directory server from Client's SAML identity provider
ASSUMPTIONS
Laserfiche Directory Server is installed and configured.
Client's identity services must support SAML 2.0 tokens.
Client must have sufficient access and privileges to their SAML-compatible identity services to configure
Laserfiche as an authorized SAML service provider. This includes (but is not limited to) firewalls, exporting
metadata, and importing metadata.
LASERFICHE POWERPACK BY MCCI INSTALLATION AND CONFIGURATION PACKAGE
MCCi provides installation and configuration services to assist MCCi's Clients in quickly utilizing the benefits of the
powerful features included in PowerPack.
CLIENT DELIVERABLES
Provide IIS web server to host the Data Analytics website
Provide SQL Server to host Data Analytics database (will be created during the initial configuration)
Provide server/workstation to install OCR Scheduler and Data Analytics service
Provide Laserfiche Workflow server to install and configure custom Workflow Activities
Provide a dedicated Laserfiche named user license for PowerPack to utilize
MCCI DELIVERABLES
Install PowerPack components on a single server (workflow custom activities will be installed on the workflow
server)
Configure one OCR Scheduler schedule
Install PDF and Microsoft Office iFilters
Provide one (1) remote overview training for up to one (1) hour
EXCLUSIONS
MCCi is not responsible for the following:
Configuring OCR Scheduler to extract text from electronic files other than PDF and MS Office files (Tiff files will
still be OCR'd)
Running OCR on files in Laserfiche record series
Creating workflows
ASSUMPTIONS
PowerPack is whitelisted with Client's antivirus software.
Client environment supports the latest Laserfiche SDK runtimes.
Microsoft Visual C++ 2015 Update 3 is installed and configured on Client system.
Microsoft .NET Framework 4.8 is installed and configured on Client system.
Laserfiche Workflow 10.2 or later is installed and configured on Client system.
Laserfiche Server 10.2 is installed and configured on Client system.
LASERFICHE FILING WORKFLOW CONFIGURATION
MCCi's Laserfiche Filing Workflow Configuration Services are designed to be highly collaborative. The goal is to provide
a customized process that allows Client's organization to archive specified records in a proper format and location
that is consistent with Client's organization's standards. To execute, MCCi's team of expert Project Managers and
System Engineers will work with Client's Project Manager to build a Filing Workflow in Client's Laserfiche environment.
CLIENT DELIVERABLES
Provide MCCi with a mapped -out narrative and flowchart of the specified business process
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Thoroughly define each resource and activity in the business process, including, without limitation, any
exceptions
Complete requirements gathering with MCCi Project Manager to define document types, naming schemes, folder
paths, and metadata
MCCI DELIVERABLES
Configure a Laserfiche Filing Workflow to file documents in the Laserfiche repository (not to exceed 15 document
types)
Rename documents and route to appropriate folder structure
Create up to three (3) Laserfiche templates and up to seven (7) fields per template
Provide requirements gathering
Set root -level security
Conduct half -day of remote "train the trainer" training on administering and executing the processes built by the
MCCi project team
Perform alpha and beta testing on the built processes. MCCi will transition project to Client UAT team once beta
is complete and successful
EXCLUSIONS
MCCi is not responsible for the following:
Configuring business routing logic
Restructuring metadata
Determining Records Management settings
Cleaning up existing documents
Configuring automated security
Installing software
ASSUMPTIONS
Workflow is already installed and configured.
LASERFICHE REPOSITORY CONFIGURATION
MCCi's Laserfiche Repository Configuration Services are designed to assist the Client with establishing a basic
repository structure. The goal is to start a foundation for the Client's organization to build their Laserfiche repository
from and help establish consistent standards the Client's organizations can build on. MCCi's team will work with
Client's Project Manager to discover the templates and structure that fits the Client needs.
CLIENT DELIVERABLES
Define each user and group necessary to access Laserfiche
Complete requirements gathering with MCCi Project Team to define document types, naming schemes, folder
paths, and metadata
MCCI DELIVERABLES
Provide requirements gathering
Create up to two (2) folder structures that consist of three (3) tiered levels
Create up to two (2) Laserfiche templates with up to seven (7) fields each
Create up to two (2) Laserfiche User Groups
Set entry access security for up to two -level
Conduct one (1) session (three (3) hours total) of remote "train the trainer" training on Basic Laserfiche and User
functions.
EXCLUSIONS
MCCi is not responsible for the following:
Configuring business routing logic
Restructuring metadata
Determining Records Management settings
Cleaning up existing documents
Configuring automated security
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Installing software
Configuring workflows
RECORDS MANAGEMENT CONFIGURATION
MCCi will configure Records Management in Client's repository using Transparent Records Management (TRM). Using
TRM, both records managers and general users can organize the same repository in the manner they each prefer,
simultaneously. The process is "transparent" because it enables general users to see through the complex records
management layout to their desired structure. Records management requirements do not interfere with day-to-day
business needs, and records managers can retain control over the way information is categorized and filed outside
of the view of everyday users of the system.
CLIENT DELIVERABLES
Provide Client representative to participate in organizing the repository through templates and folder structure
and plan out the templates, record types, and folder structure, not to exceed 15 record types that will be
implemented
Provide all necessary information on the retention schedules to be implemented
Have a testing team complete User Acceptance Testing (UAT) within two (2) weeks of the completion of
deployment
MCCI DELIVERABLES
Create up to three (3) templates, up to fifteen (15) Record Series, and up to fifteen (15) folders
Build workflow(s) to file records in correct record series and create a shortcut in the end user folder structure.
Workflows will be based on information that users input into the template when adding the document to
Laserfiche. These workflows will be for filing purposes only and not include any business process steps for
approval, review, etc.
Build a workflow to run on a schedule set by Client that sends an email notification (to Client's Records Manager
and up to one (1) other user) with up to three (3) links to display a list in the Web Client of all records available
for cutoff, disposition, or vital records that need review
Conduct half -day of remote "train the trainer" training on administering and executing the processes built by the
MCCi project team
Perform alpha and beta testing on the built processes. MCCi will transition project to Client UAT team once beta
is complete and successful
EXCLUSIONS
MCCi is not responsible for the following:
Creating training documentation for these processes
Managing or providing upkeep of the Laserfiche Records Management System
Configuring any e-mail notifications for records management actions outside of basic notifications for records
available for cutoff, records available for disposition, and vital documents for review
Installing software
ASSUMPTIONS
Client owns Laserfiche Records Management Edition and Laserfiche Workflow.
Client owns and has Laserfiche Web Client installed and configured.
LASERFICHE QUICK FIELDS BASIC CONFIGURATION PACKAGE
MCCi's Quick Fields basic configuration package is designed for MCCi to install Laserfiche Quick Fields, configure a
single desired Quick Fields session with one classification type, configure real-time lookup, and create a
corresponding Laserfiche Template and fields.
CLIENT DELIVERABLES
Provide lookup credentials
Format Client forms in a manner that is conducive to QF indexing. Client may need to change the format of forms
for all functionality to work consistently.
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MCCI DELIVERABLES
Install Quick Fields
Configure one (1) Quick Fields session
Set up one (1) session classification and lookup using Real -Time Lookup
Provide Lookup which allows for one (1) ODBC connection and one (1) field data query
Create one (1) Laserfiche Template with up to seven (7) fields
EXCLUSIONS
MCCi is not responsible for the following:
Configuring Workflow
Creating dynamic fields
Providing Quick Fields training
ASSUMPTIONS
Client has procured appropriate licensing for Real -Time Lookup.
LASERFICHE QUICK FIELDS ADVANCED CONFIGURATION PACKAGE
MCCi's Quick Fields advanced configuration package is designed for MCCi to install Laserfiche Quick Fields, configure
a single Quick Fields session with maximum of five (5) classification types, configure Real -Time Lookup, and create a
corresponding Laserfiche Template and fields.
CLIENT DELIVERABLES
Provide lookup credentials
Procure appropriate licensing for Real -Time Lookup and Classifications
Format Client forms in a manner that is conducive to QF indexing. Client may need to change the format of forms
for all functionality to work consistently.
MCCI DELIVERABLES
Install Quick Fields
Configure one (1) Quick Fields session
Set up a maximum of five (5) session classifications, each with one (1) Real -Time Lookup using ODBC and three
(3) field data queries per lookup
Create five (5) Laserfiche Templates with up to twenty-five (25) fields total
EXCLUSIONS
MCCi is not responsible for the following:
Configuring workflow
Creating dynamic fields
Providing Quick Fields training
LASERFICHE CLOUD SINGLE SIGN -ON
MCCi will assist Clients in configuration and testing of supported Single Sign -On integration with Laserfiche Cloud.
CLIENT DELIVERABLES
Download/export of Client -side SAML configuration file for import into LF Cloud
Configure existing SAML-compatible SSO platform supported by LF Cloud
MCCI DELIVERABLES
Setup SSO parameters within LF Cloud to communicate with Client -side SAML-compatible application
Convert one LF Cloud user account to use SSO configuration
Perform testing of SSO functionality from LF Cloud Web/Windows Client
Demonstrate to Client how to configure additional LF Cloud users for SSO
EXCLUSIONS
MCCi is not responsible for the following:
Assistance with setting up SAML-compatible application in Client -side SSO platform
Configuration of SSO with unsupported or non-SAML providers
Configuration of multiple users to use SSO within LF Cloud
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ASSUMPTIONS
Client has administrative access to Client -side SSO platform with ability to create applications
Client has or can create user account within SSO platform for testing purposes
LASERFICHE CONNECTOR INTEGRATION CONFIGURATION AND TRAINING
MCCi provides installation, configuration services and training to assist MCCi's clients in quickly utilizing the
streamlined experience for integrating Laserfiche with a line of business applications.
CLIENT DELIVERABLES
Ensure that user's machine and application to be integrated with Connector meet Laserfiche Connector
requirements outlined in the hardware requirements
Provide a test utility to ensure that the application screen is viable prior to purchase. Client is responsible for
ensuring the compatibility of applications prior to purchase
All data used for configuration must be available from the application screens
Appoint a Laserfiche Connector Administrator
Provide Laserfiche metadata requirements
MCCI DELIVERABLES
Install and integrate Laserfiche Connector on one (1) machine within the current Laserfiche system environment
pursuant to the Laserfiche Connector requirements
Assist in configuration of integration for up to one (1) application screen with three (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
Define Laserfiche metadata structure to support the specified integration
Define Laserfiche security to support the integration
Provide remote "Train the Trainer" training while performing integration of the Client's software with Connector
ASSUMPTIONS
Not all applications are guaranteed to work with Laserfiche Connector. Even if a test was successful with the
Laserfiche Connector Test Utility, configuring with the full software may not work as intended.
ABBYY FLEXICAPTURE INSTALLATION AND INITIAL CONFIGURATION PACKAGE - SELF-
HOSTED/MANAGED CLOUD
CLIENT DELIVERABLES
Provide Microsoft Windows server(s) that meet the ABBYY system requirements
Acquire, install, and setup SSL/TLS Certificate that meet the ABBYY requirements
Provide a Windows account that has administrative rights to each ABBYY server (can create, write, and read the
various ABBYY databases, and query Active Directory)
MCCI DELIVERABLES
Install and provide initial configuration of one (1) instance of each application in one (1) environment (e.g., Test,
Dev, Staging, QA, etc.) not to exceed three (3) FlexiCapture servers
EXCLUSIONS
MCCi is not responsible for the following:
Installing and configuring failover clusters or load balancing
Configuring servers in DMZs
ASSUMPTIONS
Google Chrome or Chromium Microsoft Edge is installed on all Laserfiche servers.
ABBYY FLEXICAPTURE INSTALLATION AND INITIAL CONFIGURATION PACKAGE — ABBYY
CLOUD
CLIENT DELIVERABLES
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Provide local Microsoft Windows server or workstation that meets the ABBYY system requirements for
FlexiCapture Developer's Package
Provide Windows account that has administrative rights to each windows server or workstation
Provide CSV Files of Vendor and Business Unit data to be uploaded to Cloud
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Install the FlexiCapture Developers Package on one (1) workstation and/or server within the Client's
environment.
Configure ABBYY FlexiCapture Connect config.json file with connection and import and export settings
EXCLUSIONS
MCCi is not responsible for the following:
Installing and configuring failover clusters or load balancing
Configuring servers in DMZs
ASSUMPTIONS
Google Chrome or Chromium Microsoft Edge is installed on all Laserfiche servers.
ABBYY FLEXICAPTURE FOR INVOICES PROJECT CONFIGURATION WITH LASERFICHE
PACKAGE
CLIENT DELIVERABLES
Provide a Windows account that has administrative rights to each ABBYY server (can create, write, and read the
various ABBYY databases, and query Active Directory)
Set up linked server to Client's AP System database and provide SQL views to query Vendor and Invoice data
Provide a dedicated Laserfiche named user license for the ABBYY LF Connector to utilize
Provide methods for importing invoices into FlexiCapture and credentials required for accessing
Provide sample invoices for up to five (5) vendors, fifteen (15) per vendor
MCCI ACTIVITIES AND/OR DELIVERABLES
Create one (1) FlexiCapture for Invoices project that will capture the following values from an invoice: Business
Unit, Vendor, Invoice Number, Invoice Date, Gross Amount, Account Number, and Purchase Order Number and
up to three (3) custom trainable fields (not requiring the development of a FlexiLayout).
Provide one (1) document definition that describes the location of document elements and indicates fields to be
used in data extraction
Configure import profiles from which FlexiCapture will import invoices
Configure export process to one location per document definition
Train Flexicapture identification for up to five (5) vendors, fifteen (15) per vendor
EXCLUSIONS
MCCi is not responsible for the following:
Capturing tax information, line items extraction, purchase order matching, and GL Coding
Providing additional/custom FlexiLayouts
Installing and configuring failover clusters or load balancing
Configuring servers in DMZs
ASSUMPTIONS
ABBYY FlexiCapture software is already installed, and initial configuration has been completed.
Google Chrome or Chromium Microsoft Edge is installed on all FlexiCapture servers.
All servers meet ABBYY's recommended specifications and all pre -requisites are installed.
ABBYY FLEXICAPTURE FOR INVOICES PROJECT CONFIGURATION — NON-LASERFICHE
PACKAGE
CLIENT DELIVERABLES
Provide a Windows account that has administrative rights to each ABBYY server (can create, write, and read the
various ABBYY databases, and query Active Directory)
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Set up linked server to Client's AP System database and provide SQL views to query Vendor and Invoice data
Provide a dedicated Laserfiche named user license for the ABBYY LF Connector to utilize
Provide methods for importing invoices into FlexiCapture and credentials required for accessing
Provide sample invoices for up to five (5) vendors, 15 per vendor
MCCI ACTIVITIES AND/OR DELIVERABLES
Create one (1) FlexiCapture for Invoices project that will capture the following values from an invoice: Business
Unit, Vendor, Invoice Number, Invoice Date, Gross Amount, Account Number, and Purchase Order Number and
up to three (3) custom trainable fields (not requiring the development of a FlexiLayout).
Provide one (1) document definition that describes the location of document elements and indicates fields to be
used in data extraction
Configure import profiles from which FlexiCapture will import invoices
Configure export process to one location per document definition
Train invoices for up to five (5) vendors, 15 per vendor
EXCLUSIONS
MCCi is not responsible for the following:
Capturing tax information, line items extraction, purchase order matching, and GL Coding
Providing additional/custom FlexiLayouts
Creating custom development or coding that may be required for export or other processes
Installing and configuring failover clusters or load balancing
Configuring servers in DMZs
ASSUMPTIONS
ABBYY FlexiCapture software is already installed, and initial configuration has been completed.
Google Chrome or Chromium Microsoft Edge is installed on all FlexiCapture servers.
All servers meet ABBYY's recommended specifications and all pre -requisites are installed.
ABBYY FLEXICAPTURE UPGRADE PACKAGE
CLIENT DELIVERABLES
Provide a Windows account that has administrative rights to each ABBYY server (can create, write, and read the
various ABBYY databases, and query Active Directory)
Provide access to current version of FlexiCapture Installation files
Backup FlexiCapture SQL Database and all FlexiCapture dedicated server(s)
Verify that all pending tasks have been completed and all batches have been processed
MCCI ACTIVITIES AND/OR DELIVERABLES
Compact and backup existing Invoice Project(s) files and training batches
Uninstall existing version of FlexiCapture
Download and install latest compatible version of FlexiCapture or FlexiCapture for Invoices in one (1)
environment (e.g., Test, Dev, Staging, QA, etc.) not to exceed three (3) FlexiCapture servers
Upgrade existing project(s) to latest version
EXCLUSIONS
MCCi is not responsible for the following:
Installing and configuring failover clusters or load balancing
Configuring servers in DMZs
ASSUMPTIONS
Google Chrome or Chromium Microsoft Edge is installed on all Laserfiche servers.
All servers meet ABBYY's recommended specifications and all pre -requisites are installed.
CITIES DIGITAL ARCGIS INTEGRATION INSTALLATION AND CONFIGURATION PACKAGE
ArcGIS is a geographic information system used by municipalities to display data related to positions on a map. The
ArcGIS integration by Cities Digital (CDI) links existing GIS layers to documents in Laserfiche, displaying both sets of
information together within the assets on the map.
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CLIENT DELIVERABLES
Provide ArcGIS layer integration information for integration
Ensure that TLS 1.2 is configured on all Laserfiche servers
Replace existing ArcGIS layers with the integration layers on your ArcGIS map
MCCI DELIVERABLES
Install CDI ArcGIS Integration software on a single (1) server to communicate with a single (1) repository
Configure CDI ArcGIS Integration for up to five (5) ArcGIS Layers
Provide one (1) hour of remote overview of integration
EXCLUSIONS
MCCi is not responsible for creating any layers within ArcGIS.
ASSUMPTIONS
Weblink 9.0 or later is installed and configured on Client system
Web Client 9.0 or later is installed and configured on Client system
ArcGIS Online and ArcGIS Server 10.3.1 or later is installed and configured on Client system
CITIES DIGITAL DOCUSIGN INTEGRATION INSTALLATION AND CONFIGURATION PACKAGE
DocuSign is an online document signature platform. The Cities Digital (CDI) DocuSign integration allows documents
to be sent from and received back into the Laserfiche repository, as well as providing a suite of Laserfiche Workflow
activities that allow for some automation of this process.
CLIENT DELIVERABLES
Ensure that DocuSign Connect feature is enabled
Ensure that TLS 1.2 is configured on all Laserfiche Servers
Provide an outward -facing Windows server for installation of the Listener
Provide DocuSign credentials for configuring and testing the integration
MCCI DELIVERABLES
Install the following CDI DocuSign Integration components: Listener, Web Client integration, Workflow Activities,
Desktop Client integration on one (1) workstation
Configure DocuSign Connect
Perform preliminary testing
Provide one (1) hour of remote overview of integration
EXCLUSIONS
MCCi is not responsible for Workflow Creation.
ASSUMPTIONS
Weblink 9.0 or later is installed and configured on Client system
Web Client 9.0 or later is installed and configured on Client system
Laserfiche Server 9.0 or later is installed and configured on Client system
Laserfiche Client 9.0 or later is installed and configured on Client system
Workflow 9.0 or later is installed and configured on Client system
Client owns DocuSign licensing level that includes integration keys
CITIES DIGITAL MICROSOFT DYNAMICS CRM INTEGRATION INSTALLATION AND
CONFIGURATION PACKAGE
The Cities Digital (CDI) Dynamics CRM integration for Laserfiche allows for easy connectivity and interaction
between Laserfiche and Dynamics CRM.
CLIENT DELIVERABLES
Provide Dynamics CRM credentials to be used by the integration
Provide URL for Dynamics CRM
MCCI DELIVERABLES
Install Dynamics CRM Integration
Configure up to three (3) Dynamics Entities
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Perform alpha testing
Provide one (1) hour of remote overview of integration
EXCLUSIONS
MCCi is not responsible for configuration in Dynamics CRM.
ASSUMPTIONS
Weblink 9.0 or later is installed and configured on Client system
Web Client 9.0 or later is installed and configured on Client system
Laserfiche Server 9.0 or later is installed and configured on Client system
Laserfiche Client 9.0 or later is installed and configured on Client system
Workflow 9.0 or later is installed and configured on Client system
TRACKER INTEGRATION INSTALLATION AND CONFIGURATION PACKAGE
MCCi's Tracker Integration eliminates the need for third -party integration tools to provide a streamlined user
experience for scanning, importing, and retrieving documents in Laserfiche from the Tracker application. This
integration leverages built-in web features of Laserfiche allowing tracker to trigger these actions using standard
HTTP requests.
MCCI DELIVERABLES
Perform system assessment to ensure compatibility/readiness for Tracker integration
Configure Tracker for Client -specific settings: gather/compile all details and provide to Tracker team for them to
deploy
Configure Laserfiche Form for file uploads
Create Laserfiche Workflows to file documents brought into the repository by the integration
Perform testing and solution demonstration
Provide one (1) hour of remote overview of integration
EXCLUSIONS
MCCi is not responsible for the following:
Installation of Laserfiche Server, Forms, or Workflow
Configuration of servers in DMZs
ASSUMPTIONS
Laserfiche Forms 10.4 or later installed and configured on Client system.
Laserfiche Web Client 10.4 or later installed and configured on Client system.
Laserfiche Workflow (for filing new documents to specific folders in the repository once scanned or imported)
installed and configured on Client system.
TRACKER INTEGRATION UPGRADE PACKAGE
For Clients with existing integrations through MCCi using third party tools like RatchetX, this package will upgrade
them to the new built-in integration.
MCCI DELIVERABLES
Perform system assessment to ensure compatibility/readiness for Tracker integration
Configure Tracker for Client -specific settings (gather/compile all details and provide to Tracker team for them to
deploy)
Configure Laserfiche Form for file uploads
Create workflow configuration or updates to existing workflow as required (up to four (4) hours)
Perform testing and solution demonstration
Provide one (1) hour of remote overview of integration
EXCLUSIONS
MCCi is not responsible for the following:
Installation of Laserfiche Server, Forms, or Workflow
Configuring servers in DMZs
ASSUMPTIONS
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Laserfiche Forms 10.4 or later is installed and configured on Client system.
Laserfiche Web Client 10.4 or later installed and configured on Client system.
Laserfiche Workflow (for filing new documents to specific folders in the repository once scanned or imported)
installed and configured on Client system.
LASERFICHE DOCUSIGN INTEGRATION INSTALLATION AND CONFIGURATION PACKAGE
This package will allow basic integration of DocuSign with Laserfiche for electronically signed documents.
CLIENT DELIVERABLES
Ensure that DocuSign Connect feature is enabled
Ensure that TLS 1.2 is configured on all Laserfiche servers
Provide an outward -facing Windows server for installation of the Laserfiche Web Import Service
Provide DocuSign credentials for configuring and testing the integration
MCCI DELIVERABLES
Install and configure Laserfiche Web Import Service
Configure DocuSign integration
Perform alpha testing
EXCLUSIONS
MCCi is not responsible for DocuSign configuration outside of the integration components.
MCCI CWSAPI INSTALLATION AND CONFIGURATION PACKAGE
MCCi CWSAPI allows Client developers to integrate their third -party software with Laserfiche.
CLIENT DELIVERABLES
Provide a dedicated Laserfiche named user/keyed integrator license for CWSAPI to utilize
Provide an outward -facing server for installation of the integration
Provide SQL database to facilitate upload "chunking"
MCCi DELIVERABLES
Install CWSAPI Integration
Complete basic configuration of the CWSAPI utility
Provide (1) hour of remote overview of integration and Swagger
EXCLUSIONS
MCCi will assist the Client's development team as questions or issues arise but is not responsible for writing the
custom integration to the Client's software itself.
ASSUMPTIONS
Laserfiche 9.2 or later is installed and configured on Client system
Microsoft .NET Framework 4.6.1 is installed and configured on Client system
Laserfiche SDK 10.4 is installed and configured on Client system
Microsoft Visual C++ Runtime 2017 is installed and configured on Client system
MCCI ENERGOV INTEGRATION INSTALLATION AND CONFIGURATION PACKAGE
MCCi EnerGov integration leverages the MCCI CWSAPI to integrate with EnerGov, bringing documents with
metadata into the repository and passing a reference back to EnerGov to facilitate ease of viewing documents.
CLIENT DELIVERABLES
Provide desired EnerGov Fields for mapping metadata to Laserfiche
Appoint an IT resource to work with MCCi for configuration and training
Communicate Laserfiche metadata requirements
Facilitate access to EnerGov technical staff and resources as needed
If EnerGov "Intelligent Object" configuration is desired, it is 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.
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Provide an outward -facing server for installation of the integration
Provide a dedicated Laserfiche named user/keyed integrator license to operate the integration
Confirm with EnerGov ownership of any needed SDK, API, and/or general EnerGov licensing requirements
related to this integration.
Provide SQL database to facilitate upload "chunking"
Perform User Acceptance Testing (UAT)
MCCi DELIVERABLES
Provide list of EnerGov fields available for mapping to Laserfiche
Install EnerGov Integration Utility on Client server
Assist in configuring up to three (3) EnerGov Entity Types (EnerGov Plan, EnerGov Permit, etc.)
Create integration Laserfiche template for initial incoming documents
Create integration Laserfiche workflow to translate from the integration template to the final Laserfiche
template
Provide remote "Train the Trainer" training in a single session for up to three (3) hours to empower Client to
configure other available EnerGov Entity Types
Perform alpha testing
EXCLUSIONS
MCCi is not responsible for configuration of Laserfiche filing workflows unless a separate package or SOW is
included
ASSUMPTIONS
EnerGov Self -hosted or EnerGov Cloud platform is installed and configured on Client system
MCCi EnerGov Integration will be installed on Client's self -hosted servers
Laserfiche 9.2 or later is installed and configured on Client system
Microsoft .NET Framework 4.8 is installed and configured on Client system
Laserfiche SDK 10.4 is installed and configured on Client system
Microsoft Visual C++ Runtime 2017 is installed and configured on Client system
MCCI NEOGOV INTEGRATION INSTALLATION AND CONFIGURATION PACKAGE
MCCi NeoGov integration leverages MCCI's CWSAPI to integrate with NeoGov, bringing documents with metadata
into the repository and passing a reference back to EnerGov to facilitate ease of viewing documents.
CLIENT DELIVERABLES
Provide desired NeoGov Fields for mapping metadata to Laserfiche
Appoint an IT resource to work with MCCi for configuration and training
Communicate Laserfiche metadata requirements
Facilitate access to NeoGov technical staff and resources as needed
Provide an outward -facing server for installation of the integration
Ensure that web server within the organization's DMZ with IIS is installed
Ensure that TLS Certificate is installed and created with a publicly addressable subdomain, such as
https://Ifintegrations.cityname.gov
Provide SQL database to facilitate upload "chunking"
Provide a dedicated named user/keyed integrator license for the integration
Perform alpha testing
MCCi DELIVERABLES
Install NEOGOV Integration Utility on Client server
Configure Integration Utility to pair core NEOGOV metadata fields to Laserfiche metadata fields
Create integration Laserfiche template for initial incoming documents
Create integration Laserfiche workflow to translate document name to document type and move to final HR
Laserfiche template for the documents
Perform alpha testing
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EXCLUSIONS
MCCi is not responsible for the configuration of filing workflows unless a separate package or SOW is included.
ASSUMPTIONS
Laserfiche 9.2 or later is installed and configured on Client system
Microsoft .NET Framework 4.8 is installed and configured on Client system
Laserfiche SDK 10.4 is installed and configured on Client system
Microsoft Visual C++ Runtime 2017 is installed and configured on Client system
ONESPAN DEPLOYMENT WITH BASIC LASERFICHE INTEGRATION
OneSpan is an online signing platform with integration options within Laserfiche. The integration allows users to
begin the signing process from within the Repository or to configure a workflow process to handle the assignment
of the needed signatures. When signing is complete, the documents and signing certificates are returned to the
repository. This package includes OneSpan setup, integration setup and configuration, but does not provide
creation of processes built through Forms or Workflow.
CLIENT DELIVERABLES
Ensure Laserfiche Web Client is installed on a web server that is accessible to OneSpan Sign servers
Provide pre -created documents, ready for the signing process
Appoint IT resources to work with MCCi for configuration and training
Provide a dedicated Laserfiche named user license to operate the integration
Ensure that TLS 1.2 is configured on all Laserfiche servers
MCCI DELIVERABLES
Conduct a project kickoff call to set objectives and review systems/processes used
Conduct OneSpan Sign overview/training (one (1) session) with Client stakeholders and technical resources (up
to three (3) people trained)
Assist Client with OneSpan Sign account configuration
Assist Client with custom branding
Configure one (1) signing template
Install and configure OneSpan Sign Laserfiche Connector Service
Design, build, and deploy Signing Process using Laserfiche Web Client or OneSpan Sign interfaces to send
documents for signature and receive notification when signing is complete
EXCLUSIONS
MCCi is not responsible for the following:
Creating and/or providing the process to build or create documents to be signed
Integrating with Laserfiche Workflow
ONESPAN DEPLOYMENT WITH ADVANCED LASERFICHE INTEGRATION
OneSpan is an online signing platform with integration options within Laserfiche. The integration allows users to
begin the signing process from within the Repository or to configure a workflow process to handle the assignment
of the needed signatures. When signing is complete, the documents and signing certificates are returned to the
repository. This package includes OneSpan setup, integration setup, and configuration, as well as training/creation
of one (1) process built through Forms or Workflow.
CLIENT DELIVERABLES
Ensure Laserfiche is on version 10.4 or later with Workflow and Web Client installed; Web Client server must be
accessible to OneSpan Sign servers
Provide pre -created documents, ready for the signing process
Have testing team complete User Acceptance Testing (UAT) within two (2) weeks of the completion of
deployment
Provide a dedicated Laserfiche named user license to operate the integration
Ensure that TLS 1.2 is configured on all Laserfiche servers
MCCI DELIVERABLES
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Assist Client with deployment of OneSpan Sign using the OneSpan-Laserfiche integration for one (1) signing
process. Client can choose to have signing transactions:
Automatically send using the workflow activities included in the integration, or
Send signing transaction ad hoc using the Laserfiche Web Client integration
Conduct a project kickoff call to set objectives and review systems/processes used
Conduct OneSpan Sign overview/training one (1) session with Client stakeholders and technical resources
Assist Client with OneSpan Sign account configuration
Assist Client with custom branding
Configure one (1) signing template
Install and configure OneSpan Sign Laserfiche Connector Service
Design, build, and deploy Signing Process using Laserfiche Web Client or Laserfiche Workflowto send documents
for signature and receive callback when signing is complete
Perform alpha and beta testing on the built signing processes. MCCi will transition project to Client UAT team
once beta test is complete
EXCLUSIONS
MCCi is not responsible for the following:
Creating and/or providing process to build or create documents to be signed
Integrating OneSpan with Laserfiche Workflow
ONESPAN DEPLOYMENT WITH NO LASERFICHE INTEGRATION
OneSpan is an online signing platform with integration options within Laserfiche. The integration allows users to
begin the signing process from within the Repository or to configure a workflow process to handle the assignment
of the needed signatures. When signing is complete, the documents and signing certificates are returned to the
repository. This integration covers only OneSpan setup and not the integration portion.
CLIENT DELIVERABLES
Provide pre -created documents, ready for the signing process
Have a testing team complete User Acceptance Testing (UAT) within two (2) weeks of the completion of
deployment
Must have TLS 1.2 configured on all Laserfiche application servers
MCCI DELIVERABLES
Assist Client with deployment of OneSpan Sign using the OneSpan Interface for one (1) signing process
Conduct a project kickoff call to set objectives and review systems/processes used
Conduct OneSpan Sign overview/training (one (1) session) with Client stakeholders and technical resources
Assist Client with OneSpan Sign account configuration
Assist Client with custom branding
Configure one (1) signing template
Perform alpha and beta testing on the built signing processes. MCCi will transition project to Client UAT team
once Beta is complete
EXCLUSIONS
MCCi is not responsible for the following:
Creating and/or providing process to build or create documents to be signed
Providing training documentation for configured processes
Performing Laserfiche integration
LASERFICHE CONNECTOR FOR ONESPAN INSTALLATION AND TRAINING
OneSpan is an online signing platform with integration options within Laserfiche. This integration allows users to
begin the signing process from within the repository or to configure a workflow process to handle the assignment
of the needed signatures. When signing is complete, the documents and signing certificates are returned to the
repository. This package assumes the Client already has OneSpan and would only cover the integration portion.
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CLIENT DELIVERABLES
Ensure Laserfiche is on version 10.4.x or higher with Workflow and Web Client installed; Web Client server must
be accessible to OneSpan Sign servers.
Provide pre -created documents, ready for the signing process
Assemble a team of Laserfiche administrators to receive overview training on Laserfiche Connector components
Provide a dedicated Laserfiche named user license to operate the integration
Ensure that TLS 1.2 is configured on all Laserfiche servers
MCCI DELIVERABLES
Conduct a project kickoff call to set objectives and review systems/processes used
Install and configure OneSpan Sign Laserfiche Connector Service
Conduct Laserfiche Connector for OneSpan overview/training (one (1) session) with Client stakeholders and
technical resources
EXCLUSIONS
MCCi is not responsible for the following:
Creating and/or providing process to build or create documents to be signed
Creating and/or providing build -out of actual signing process
Creating and/or providing training documentation for configured processes
LASERFICHE REPOSITORY ADMINISTRATOR TRAINING
MCCi's Repository Administrator Training is available as a single half -day session or a full day (two half -day
sessions). The goal is for your organization to have a trained Repository Administrator. The single half -day session
focuses on ongoing management of the repository with a focus on user management, troubleshooting user
permissions, monitoring and auditing user activity, and managing metadata. The full day includes ongoing
management as well as considerations for future growth, focusing on setting up new security permissions,
repository planning, creation of new metadata types, and more. The complete list of training topics is listed below.
User Management
Core User Security
Supplemental User
Security*
Monitoring User Activity
*Available for full day training only
CLIENT DELIVERABLES
Metadata Management
Repository Architecture Overview
Web and Windows Clients
Differences
General Repository Settings
Have a license available for each attendee participating in the training
Provide the requisite IT resources
MCCI DELIVERABLES
Audit Trail (if purchased)
Weblink Designer (if purchased)*
Technical Support Overview
Recycle Bin Settings
Provide Repository Administration training according to the level of package purchased
Provide training for up to six (6) users per session
Description
Laserfiche Web Management
Laserfiche Web Management
Product Training
Laserfiche Administration Console
Laserfiche Administration Console
Audit Trail (if purchased)
Weblink Designer (if purchased)
Audit Trail (if purchased)
Instructor -Led Sessions
1 session remote (3 hours total)
or half day onsite
2 sessions remote (6 hours total) or 1 day onsite
Great For
Ongoing Management of the Repository
Ongoing Management of the Repository
Future Growth of the Repository
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LASERFICHE IT ADMINISTRATOR TRAINING (SELF -HOSTED)
MCCi's IT Administrator Training is available as a standalone one -hour session for organizations that have a clear
division in responsibilities between infrastructure, application support, and repository management. The IT
Administrator may be responsible for server maintenance, backups, user licensing, and/or product installations on
end -user workstations. The goal is to familiarize the IT administrator with an overview of the Laserfiche
environment, repository architecture for backup purposes, user licensing, and installation files.
Laserfiche Environment Overview Volumes
Repository Architecture Overview Installation Files
Laserfiche Directory Server Technical Support Overview
User and Application Licensing
CLIENT DELIVERABLES
Have a license available for each attendee participating in the training
Provide the requisite IT resources
MCCI DELIVERABLES
Provide Laserfiche IT Administration training according to the level of package purchased
Provide training for up to six (6) users per session
USER TRAINING
MCCI's New User Training is a great introduction to the Laserfiche repository, which is accessed through an
application called the Laserfiche Client. Attendees will become familiar with how to import new content, to search
and retrieve existing content, and to export. Your organization can choose whether training is conducted on the
web -based or on the Windows desktop Client.
BASIC
Your organization can work closely with the product trainer to identify user functions, customizing the training
agenda on what attendees need to know for how they will use the repository. The trainer can emphasize certain
topics and can eliminate or briefly describe others.
Import Options
Laserfiche Scanning
Search and Retrieval
ADVANCED
Metadata Reports Annotations Tools
Dashboard (Laserfiche Cloud) Templates & Fields
Export Options OCR and Generating Text
MCCI's Advanced User Training is a continued examination of features available in the Laserfiche Client. Your
organization can work closely with the product trainer to emphasize certain topics and can eliminate or briefly
describe others.
Laserfiche Snapshot Version Control User Options
Microsoft Office Integration Tags Repository Design
Advanced Search Syntax Custom Quick Search Considerations
CLIENT DELIVERABLES
Have a license available for each attendee participating in the training
Provide the requisite IT resources
MCCI DELIVERABLES
Provide Laserfiche User training according to the level of package purchased
Provide training for up to six (6) users per session
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Train the Trainer
Seasoned Laserfiche Users
Onboarding a Single Department
Great For
Learning & Development
New Users to Laserfiche
Department
Laserfiche Records Management Module Training
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.
RECORDS MANAGEMENT TRAINING
Records Series Records Folders Document Links
Versioning Security Tags Vital Records
Cutoff Criteria Cutoff Eligibility Retention Period
Hold Period Disposition Actions Time Dispositions
Final Disposition Interim Transfers Accession / Freezing
Event Dispositions Permanent Records Destruction
ADMIN CONSOLE SETUP
Cycle Definitions Setup Locations Setup
Retention Schedules Setup Cutoff Instructions Setup
CLIENT DELIVERABLES
Have a license available for each attendee participating in the training
Appoint a Records Management Administrator who has been through Laserfiche Administrator training to
manage ongoing user and process permissions
Provide the requisite IT resources
MCCI DELIVERABLES
Provide Records Management training according to the level of package purchased.
Provide training for up to six (6) users per session
Description
Instructor -Led Sessions
2 sessions (6 hours total)
4 sessions (12 hours total)
4 sessions (12 hours total)
or 1 day onsite
or 2 days onsite
or 2 days onsite
Laserfiche Workflow for
Uniform Filing Training
Not Included
Included
Included
2 sessions (6 hours) or 1 Day Onsite
Included, up to 30 calendar
Remote Post Training
Not Included
Not Included
days from the last training
Configuration Assistance
session, not to exceed
10 hours
PROCESS AUTOMATION DESIGNER TRAINING ON LASERFICHE FORMS
MCCi's Laserfiche Forms Training is designed to be highly interactive. The goal is to quickly empower individuals in
your organization to learn Laserfiche Forms. Individuals will learn not only how to create and maintain webforms but
also apply their new skills to streamlining approval and review processes. Lastly, training is completed in your
Laserfiche Forms environment, ensuring attendees have the right permissions to get started after training.
In Level 1, attendees are led through exercises designed to showcase commonly used features and tools within
Laserfiche Forms.
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In Level 2, attendees get all Level 1 and spend an extra session building a process custom to your organization. In one
(1) 2-hour remote sessions prior to training, attendees are led through a process design workshop with the instructor
to isolate and plan out a process. Attendees then apply their new skills during the last session to the outlined process.
In Level 3, attendees get all of Level 2 and are offered additional remote assistance post -training. This is especially
useful if the identified process is complex, and attendees prefer more coaching beyond the Level 2 training session.
CLIENT DELIVERABLES
Have a license available for each attendee participating in the training
Appoint a Forms Configuration Administrator who has been through Laserfiche Administrator training to
manage ongoing user and process permissions
Provide the requisite IT resources
Provide MCCi with a mapped -out narrative of specified business process sample forms, approval steps and
approvers, metadata requirements, etc. (Level 2 and Level 3 only)
MCCI DELIVERABLES
Provide Process Automation training according to the level of package purchased. CSS and JavaScript are outside
the scope of this training package
Provide training for up to (six) 6 users per session
Description
Level 1
Level 2
Level 3
Product Training
Laserfiche Forms
Laserfiche Forms
Laserfiche Forms
Instructor -Led Sessions
2 sessions remote
4 sessions remote (12 hours
4 sessions remote (12 hours
(6 hours total)
total) or 2 days onsite
total) or 2 days onsite
Exercises Designed to Learn
Included
Included
Included
Tools and Explore Features
Coaching on a Process Design
Not Included
1 session remote
1 session remote
(2 hours total)
(2 hours total)
Included, up to 30 calendar
Remote Post Training
Not Included
Not Included
days from the last training
Configuration Assistance
session, not to exceed
10 hours
PROCESS AUTOMATION DESIGNER TRAINING ON LASERFICHE WORKFLOW
MCCi's Laserfiche Workflow Training is designed to be highly interactive. The goal is to quickly empower individuals
in your organization to learn Laserfiche Workflow. Individuals will learn how to build workflows to replace repetitive
steps performed in the repository, send email notifications, promote uniform document filing and naming, and
potentially integrate with other applications through data lookups and insertions. Lastly, training is completed in your
Laserfiche environment, ensuring attendees have the right permissions to get started after training.
In Level 1, attendees are led through exercises designed to showcase commonly used features and tools within
Laserfiche Workflow.
In Level 2, attendees get all Level 1 and spend an extra session building a process custom to your organization. In one
2-hour remote sessions prior to training, attendees are led through a process discovery workshop with the instructor
to isolate and plan out a workflow. Attendees then apply their new skills during the last session to the outlined
workflow.
In Level 3, attendees get all Level 2 and are offered additional remote assistance post -training. This is especially useful
if the identified workflow is complex, and attendees prefer more coaching beyond the Level 2 training session.
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Provide each attendee participating in the training access to Workflow Designer and Workflow Administration
Console
Appoint a Workflow Configuration Administrator who has been through Laserfiche Administrator training to
manage ongoing user and process permissions
Provide the requisite IT resources
Provide MCCi with a mapped -out narrative of specified business process sample forms, approval steps and
approvers, metadata requirements, etc. (Level 2 and Level 3 only)
MCCI DELIVERABLES
Provide Workflow Designer training on commonly used activities according to the level of package
purchased. Activities that require skills not related to Laserfiche to configure (i.e., SQL queries, VBA, C#, Microsoft
.NET Framework, API calls) are outside the scope of this training package
Provide training for up to six (6) users per session
Description
Level 1
Level 2
Level 3
Product Training
Laserfiche Workflow
Laserfiche Workflow
Laserfiche Workflow
Instructor -Led Sessions
2 sessions remote
4 sessions remote (12 hours
4 sessions remote (12 hours
(6 hours total)
total) or 2 days onsite
total) or 2 days onsite
Exercises Designed to Learn
Included
Included
Included
Tools and Explore Features
Coaching on a Process Design
Not Included
1 session remote
1 session remote
(2 hours total)
(2 hours total)
Included, up to 30 calendar
Remote Post Training
Not Included
Not Included
days from the last training
Configuration Assistance
session, not to exceed
10 hours
INTRODUCTION TO LASERFICHE - PROJECT INTRODUCTION TRAINING
As part of your new Laserfiche implementation project, this one -hour training course will provide you and your
departmental subject -matter experts with an overview of the features and functionality of your Laserfiche platform.
The training course is built to help you understand what Laserfiche is capable of and get you into the mindset of
working in Laserfiche before we dive into the discovery and implementation phases of your project.
TOPICS INCLUDED IN THIS COURSE
What is Laserfiche?
What is metadata and how is it used in filing workflows to automate archiving your documents?
Best practices in creating/managing your repository.
Overview of your process automation tools, based on your platform/subscription/licensing.
MCCI DELIVERABLES
Provide a one -hour remote training session/demonstration of the introductory topics for up to six (6) users per
session
Provide slide deck of session for download, if applicable
EXCLUSIONS
MCCi is not responsible for providing training course examples specific to solutions provided in final project
deliverables.
ASSUMPTIONS
Training is to be completed after Client kick-off call, but before discovery phase.
Client does not have the Training Center for Laserfiche subscription.
LASERFICHE QUICK FIELDS TRAINING
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MCCi's Quick Fields On -Site training is designed to empower Laserfiche administrators to create and run Quick Fields
sessions that automate document identification, processing, and storage. Learners will participate in configuring a
new session focusing on commonly used Quick Fields functionalities.
CLIENT DELIVERABLES
Attend Laserfiche Administration Training prior to Quick Fields training
MCCI DELIVERABLES
Install Quick Fields
Provide project discovery
Provide one (1) full day training or two (2) half -day trainings on purchased Quick Fields modules for up to six (6)
users per session
Quick Fields configuration assistance post training for up to 30 calendar days from the initial training, not to
exceed eight (8) hours
INSTALLATION AND INITIAL CONFIGURATION OF ACTIVE DIRECTORY CERTIFICATE SERVICES
(AD CS)
MCCi will install and do an initial configuration of the Active Directory Certificate Services (AD CS) on a Windows Server.
This configuration will be used to create the necessary TLS certificates required for the software implementation.
CLIENT DELIVERABLES
Provide a Windows Server that meets the requirements necessary to install and configure an AD CS as outlined
by Microsoft
Install CA Certificate on end -user machines (recommended to use Group Policy)
MCCI DELIVERABLES
Install AD CS on one (1) Windows Server
Complete initial configuration of AD CS
Create necessary certificates to use with Laserfiche and ABBYY products from the newly installed AD CS
EXCLUSIONS
MCCi is not responsible for the following:
Maintaining or troubleshooting AD CS in any manner after the initial configuration is complete
Maintaining the validity of certificates created from the AD CS. This includes renewing certificates that expire
ASSUMPTIONS
For MCCi to be able to perform the installation and configuration of this service, Client must be able to log in
with an administrative account that belongs to the Enterprise Admins and the root domain's Domain Admins
group.
Domain Functional Level and Forest Functional Level are Windows Server 2016 at a minimum.
MCCI AUTOMATED FILING IMPLEMENTATION SERVICES FOR SCANNING DELIVERY
MCCi will assist in the delivery of Laserfiche images scanned by MCCi Scanning by creating or modifying a filing
workflow for the document types included in the Scanning order. The purpose of this package is to provide the
Professional Services team with the means to provide a seamless delivery of the images scanned and indexed by the
MCCi Scanning team. Both teams will collaborate to ensure the delivery and import of Client images into their
Laserfiche system.
CLIENT DELIVERABLES
Complete requirements gathering with MCCi Project Manager to define naming schemes and folder paths for
document types included in the Scanning order.
MCCI DELIVERABLES
Hold Client discovery meeting
Import all Laserfiche Briefcases from MCCi Scanning into one (1) Laserfiche repository
Create or modify one filing workflow as needed for filing the documents included in the imported Laserfiche
Briefcases provided by MCCi Scanning (not to exceed five (5) document types)
Set document type root -level security
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EXCLUSIONS
MCCi is not responsible for the following:
Implementing automated Business Process routing logic
Creating and modifying Laserfiche templates and metadata
Creating and modifying Records Management configurations
Modifications and alterations of existing documents in the Laserfiche repository
Automated security configuration
Installing and configuring software
Setting up and modifying users and groups for the Laserfiche repository
ASSUMPTIONS
Laserfiche System is already installed and configured in the Client's environment.
Users and groups are set up for the Laserfiche repository.
IMPLEMENTATION MANAGEMENT PACKAGE
MCCi will manage the work, communication, and documentation MCCi deems necessary for successful project
delivery.
MCCI DELIVERABLES
Manage Client communication
Produce project documentation
Oversee risk/issue management
Oversee meeting scheduling
Ensure deliverables are met
Budgeting and Resource Management
MCCI BLOCK OF HOURS PACKAGE
This is a non-refundable block of hours, at a fixed cost to be used within 45 days of project kickoff, for MCCi Laserfiche
Content Services work. MCCi will assign a Laserfiche Certified technical resource to assist the Client with their content
services project. Unused hours will expire after 45 days.
CLIENT DELIVERABLES
Provide a Windows account that has administrative rights to each Laserfiche server (can create, write, and read
the various Laserfiche databases, and query Active Directory).
Acquire, install, and set up TLS Certificates that meet Laserfiche requirements.
EXCLUSIONS
MCCi is not responsible for the following:
Creating custom coding and scripting
Providing project management services
Installing and configuring DMZ
Configuring or modifying network or infrastructure
Providing formal Laserfiche application training
Configuring Laserfiche SDK
ASSUMPTIONS
Google Chrome or Chrome Microsoft Edge is installed on all Laserfiche servers.
Ensure that TLS 1.2 is configured on all Laserfiche Servers.
All services will be performed Monday - Friday, 8 am to 5 pm EST.
MCCI CONSULTING SERVICES - PROCESS ASSESSMENT PACKAGE
MCCi's Consulting Services - Process Assessment Package is designed for MCCi to meet with the Client onsite for two
(2) consecutive days to conduct an assessment of the Client's business process and provide a detailed write-up of the
pain points and respective recommendations for improvements and resolutions using MCCi products and
services. CLIENT DELIVERABLES
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Provide a single point of contact responsible for coordinating communications and scheduling amongst Client
stakeholders.
MCCI DELIVERABLES
Provide two (2) consecutive days onsite for Client interviews to define business process and pain points
Provide one (1) written report on as -is and to -be states of business process, identified pain points, and suggested
remedies using MCCi products and services
EXCLUSIONS
MCCi is not responsible for:
Training and/or video recordings.
Developing a written Statement of Work
Conducting the implementation of suggested remedies and solutions
MCCI CONSULTING SERVICES - PROCESS ASSESSMENT AS A SERVICE - WITH CELONIS
MCCi's Consulting Services - Process Assessment as a Service offering is designed for MCCi to meet with the Client to
conduct an assessment of the Client's business process(es) and provide a detailed write-up of the pain points and
respective recommendations for improvements and resolutions using MCCi products and services. MCCi will
configure Celonis and deploy agents to monitor identified applications and users, as well as prepare a report
identifying the results of the processing mining performed and process deviations therein. The Client will be
interviewed by the MCCi Project Manager and Business Analyst to document the reasons for process deviations and
opportunities for process improvement and automation. Finally, MCCi will deliver a proposed Statement of Work for
up to one (1) project for up to one (1) process to be improved.
CLIENT DELIVERABLES
Provide a single point of contact responsible for coordinating communications and scheduling amongst Client
stakeholders.
MCCI DELIVERABLES
Provide one (1) day onsite for Client interviews to define up to two (2) business process(es) and pain points
Provide one (1) written report on as -is and to -be states of business process(es), identified pain points, and
suggested remedies using MCCi products and services
Provide one (1) written report on process deviations with figures provided by Celonis showing:
Amount of time each deviation adds to the process(es)
Narrative description of the deviation(s)
Findings from interviews regarding deviations
Recommendations for eliminating or improving the processing of each deviation
Configuration of Celonis and respective agents
Development of one (1) Statement of Work for up to one (1) process to be improved.
EXCLUSIONS
MCCi will not be responsible for:
Training and/or video recordings
Conducting the implementation of suggested remedies and solutions
Providing Celonis licensing/subscription
ASSUMPTIONS
Client will provide access to Celonis for at least three (3) MCCi users and at least two (2) Client users during the
Client's Celonis subscription period.
MANAGED CLOUD SETUP PACKAGES
MCCi sets up Client's Managed Cloud infrastructure on Client's behalf, providing a secure and compliant environment
without the worry of day-to-day management.
MCCI DELIVERABLES
Provide Azure compute and networking resources
Deploy security and identity management configurations
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Setup monitoring and alerting
Configure Backups and Update Management
EXCLUSIONS
Migrating existing data
Anything not expressly included
ATTENDED INFRASTRUCTURE ACCESS
MCCi's Attended Infrastructure Access is a service for Clients that are unable to grant the MCCi team unattended
access to the project infrastructure being utilized. This package is necessary in the case that attended access is
required due to, but not limited to, the following:
Navigating Client availability and rescheduling, MCCi staff schedules, and time zone conflicts
Limitation of remote access functions
In session issues that arise
Limited screen space
Client questions and interaction during attended sessions
CLIENT DELIVERABLES:
Provide enough attended access availability to accommodate the MCCI project team scheduling requests
Adhere to agreed -upon scheduling for attended sessions
Be available during entire attended session in case of issues with host machine, etc.
EXCLUSIONS
Recording attended sessions
Training
ASSUMPTIONS
MCCi will have hardware input control
Failure to abide by scheduling needs can result in a negative impact to the project timeline
Client will have all needed credentials ready and available during attended sessions
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MCCi'S SUPPLEMENTAL SUPPORT PACKAGES
As Client's first -tier solution provider, MCCi provides multiple options for technical support. Client's annual renewal
covers application break/fix support, version downloads, and continued educational resources. MCCi offers
supplemental support packages to cover remote training, basic configuration services, and maintenance of existing
business processes. MCCi Managed Support Services (MSS) or Process Administration Support Services (PASS)
packages are strongly encouraged to be included with every renewal. Supplemental Support Packages are annual
subscriptions and pricing is based on the package purchased and an advanced discounted block of hours, which
expire on the same date as Client's annual renewal.
LASERFICHE
Description
MSS
MSS 2
PASS
PASS 2
Easy access to MCCi's team of Certified Technicians for application
break/fix support issues (i.e., error codes, bug fixes, etc.)'
Remote access support through web conferencing service'
Access to product update version and hotfixes (Client Download)'
24/7 access to the Laserfiche Support Site and Laserfiche Answers
discussion forums'
Additional Remote Basic Training
Additional System Settings Consultation
Assistance with Implementation of Version Updates
Annual Review (upon Client's request) of Administration Settings
Priority Offering of Laserfiche CPPs & Laserfiche Empower
Registration Scholarships
Configuration and maintenance of basicbusiness processes and
MCCi packaged solution utilizing Laserfiche Forms and Workflow
Configuration of Laserfiche Quick Fields sessions
Basic Records Management Module Overview Training
Administration Configuration Services
Dedicated Certified Professional
Proactive recurring consultation calls upon the Client's request
Annual Review of business process configurations
Institutional Knowledge of Client's Solution
0
Maintenance of MCCi/Client configured comp/exbusiness
processes
0
Ability to schedule after-hours migrations/upgrades
Monday -Friday 8 am to 10 pm ET and Saturday -Sunday from 12 pm
0
to 4 pm ET
Basic JavaScript, CSS, and Calculations for Laserfiche Forms'
0
' Client's Support/Subscription Renewal includes these benefits, regardless of whether a supplemental package is purchased.
* Excludes the development of new integrations, large-scale development projects, and SQL queries.
** 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
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with the hours available. None of the packages listed above are intended to be utilized to configuration a new comp/exbusiness process. In
those instances, a separate SOW is required.
BUSINESS PROCESS DEFINITIONS (RELATIVE TO THETABLEABOVE)
A Workflow, Forms, or Quick Fields process that automates or streamlines an organization -specific process.
• BASIC: A business process requiring minimal configuration and virtually no institutional knowledge of the Client's
business process, allowing an MCCi Application Support Analyst to assist with configuration, support, and
maintenance of the process.
COMPLEX: A large business process with an extensive configuration that is 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.
For creation of new complex Forms, Workflow, and Transparent Records Management configurations, please
discuss a Business Process Configuration Service with Client's Account Executive or Account Manager.
• MCCi Packaged Solution: A solution MCCi has created for a market that has a specific business process
automation use.
ABBYY
SupportManaged
MSS MSS 2
SupportServices
PASS
PASS 2
Easy access to MCCi's team of Certified Technicians for application
break/fix support issues (i.e., error codes, bug fixes, etc.)'
0
Remote access support through webconferencing service'
0
Additional System Settings Consultation
0
Annual Review of Administration Settings
0
Create/update users or groups, import profiles, or update batches
0
Editing ABBYY export script, import from Laserfiche,
fields/variables within an existing project, or training
Dedicated Certified Professional
Proactive recurring consultation calls upon the Client's request
Annual Review of business process configurations
Institutional Knowledge of Client's Solution
' Client's Support/Subscription Renewal includes these benefits, regardless of whether a supplemental package is purchased.
* Excludes the development of new integrations, large-scale development projects, and SQL queries.
** 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
with the hours available. None of the packages listed above are intended to be utilized for the configuration of a new comp/exbusiness process.
In those instances, a separate SOW is required.
SUPPLEMENTAL SUPPORT PACKAGE DESCRIPTIONS
CLIENT RESPONSIBILITIES (ALL PACKAGES)
For self -hosted (applications hosted by Client) solutions: Configuring/maintaining backups and any general
network, security, or operating system settings outside of Client's solution (Laserfiche, ABBYY).
Managing application -level security.
Managing and creating retention policies related to Records Management Module.
Providing an IT contact (internal or third -party) for MCCi to work with as necessary.
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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.
Creating/providing process diagrams (and any other necessary paperwork/examples).
MANAGED SUPPORT SERVICES (MSS)
MCCi's MSS package provides additional training and assistance to the Client's 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 Client's annual renewal. MSS can be
used for the following:
ADDITIONAL REMOTE TRAINING
Additional web -based training is conducted to train new users or as refresher training for existing users.
ADDITIONAL SYSTEM SETTINGS CONSULTATION
MCCi offers additional best practices consultation that includes recommendations for adding additional
departments, additional types of indexing, etc.
REMOTE IMPLEMENTATION OF VERSION UPDATES
While Client's renewal includes version updates, implementation of those updates is sometimes overlooked.
With the addition of MSS, MCCi is at Client's service to directly assist with implementing software updates such
as minor updates, quick fixes or point releases. Dependent on the complexity and the Client's specific
configurations, major software upgrades may or may not be covered and should be discussed with Client's
Account Management Team.
ANNUAL SYSTEM REVIEW & ANALYSIS
MCCi will access Client's system to review how Client's organization uses Client's solution, 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.
LASERFICHE CERTIFICATIONS
Priority offering of complimentary Laserfiche certifications, based on availability.
LASERFICHE CONFERENCE REGISTRATION
Priority offering of complimentary Laserfiche Empower registration, based on availability.
ABBYY USER, GROUP, IMPORT PROFILE, AND BATCH UPDATES
MCCi will create or update users or groups, import profiles, or batches within Client's ABBYY solution.
MANAGED SUPPORT SERVICES LEVEL 2 (MSS 2)
MCCi's MSS 2 package provides all the MSS benefits plus is for clients who need additional administration services.
MSS 2 pricing for the advanced block of hours is based on MCCi's Support Technician II hourly rate discounted by
10%. The number of hours included is based on active products and will expire on the same date as Client's annual
renewal. MSS 2 can be used for the following:
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MCCi will assist with administration configuration services, including setting up users, metadata, security, etc.
CONFIGURATION AND MAINTENANCE OF BASIC BUSINESS PROCESS
Utilizing Laserfiche Forms and Workflow, MCCi will assist with the configuration and maintenance of basic
business processes (see definitions above). Examples include Filing Workflows, simple Forms, or
approval/notification workflows that have few routing steps, no integration, and little to no database lookups.
CONFIGURATION OF LASERFICHE QUICK FIELDS SESSIONS
Using Client's current Quick Fields modules, MCCi will configure Quick Fields sessions, excluding custom scripting,
custom calculations, etc.
BASIC RECORDS MANAGEMENT MODULE OVERVIEW TRAINING
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MCCi will provide refresher overview training of the records management module. Initial training cannot be
performed under this support level.
MAINTENANCE OFMIDDLEWARE/CONFIGURABLE INTEGRATIONS
Does not include maintenance of custom-built integrations, or any item not purchased from MCCi.
EDIT ABBYY SCRIPTS, FIELDS, AND TRAINING
Within Client's ABBYY solution, MCCi will edit export scripts, import from Laserfiche, fields/variables within an
existing project, or training.
PROCESS ADMINISTRATION SUPPORT SERVICES (PASS)
MCCi's PASS package provides all the MSS 2 benefits, plus access to a dedicated representative and the abilityto have
recurring calls to discuss Client's current and upcoming projects. PASS 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 Client's annual renewal. PASS can be used for the following:
DEDICATED LASERFICHE CERTIFIED PROFESSIONAL
While on MCCi's MSS 2 level, Client will have access to MCCi's team of Certified Support Professionals; with PASS
Client will have a representative dedicated to Client's organization.
SCHEDULED RECURRING CONSULTATION CALLS
Upon Client's request, Client's PASS representative will schedule recurring calls with Client to discuss Client's
current and upcoming projects. This helps us stay on the same page with Client and ensure tasks and project
milestones are being completed.
PROCESS ADMINISTRATION SUPPORT SERVICES LEVEL 2 (PASS 2)
PASS 2 includes the benefits of PASS and provides the ability for MCCi to maintain complex business processes, which
requires knowledge transfer and maintenance of that knowledge. PASS 2 pricing for the advanced block of hours is
based on a flat fee and 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 Client's annual renewal. PASS 2 can be used
for the following:
ANNUAL REVIEW OF BUSINESS PROCESS CONFIGURATIONS
INSTITUTIONAL KNOWLEDGE OF CLIENT SOLUTION
Turnover within Client's organization can happen, and it's important to have a plan. Who will help Client's new
solution administrator get up to speed on Client's processes and solutions in place? Leave that to us. MCCi
documents Client's specific organization's usage and implemented business processes, integrations, etc., and
are able to assist with the knowledge transfer to the new solution administrator if needed.
MAINTENANCE OF MCCl/CLIENT CONFIGURED COMPLEX BUSINESS PROCESSES
The assigned representative can maintain MCCi or Client configured comp/exbusiness processes. For example,
minor tweaks, updates due to upgrades, process improvements, etc.
ABILITY TO SCHEDULE AFTER-HOURS MIGRATIONS/UPGRADES
Avoid MCCi's after-hours premium charge for server migrations and upgrades. PASS 2 clients can schedule these
anytime Monday -Friday from 8 am to 10 pm ET and Saturday and Sunday from 12 pm to 4 pm ET.
BASIC JAVASCRIPT, CSS AND CALCULATIONS FOR LASERFICHE FORMS
Excludes complex scripting.
BASIC LASERFICHE WEBLINK/PUBLIC PORTAL CUSTOMIZATION
MCCi will help customize Client's Weblink/Public Portal to meet Client's needs.
SERVICE LEVEL AGREEMENT (SLA)
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MCCi's SLAB are offered as additional options to Client's annual support/subscription. An SLA offers clients escalated
response times depending on the severity of the support issue, as well as other additional benefits. The SLA
documentation and pricing is readily available upon request. MCCi currently has two separate SLAB available:
Infrastructure Hosting
Application Support (Client Self -Hosted)
Application Support (Cloud Applications)
THE TRAINING CENTER FOR LASERFICHE
MCCi's Training Center for Laserfiche annual subscription provides an easy, cost-effective way for all users in Client's
organization to access training videos for Laserfiche and ABBYY.
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 Client's 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 Client's organization's internal Laserfiche training program
*The Training Center subscription gate is based on Laserfiche user counts
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MANAGED CLOUD OVERVIEW
MCCi Managed Cloud operates cloud infrastructure on your behalf, providing a secure and compliant environment
without the worry of day-to-day management. Infrastructure as a Service (laaS) reduces operational overhead and
automates common activities (i.e., change requests, monitoring, patch management, security, and backup services).
This service provides a full-lifecycle service to provision, run, and support your infrastructure. Managed Cloud
mitigates risk and removes the burden of infrastructure operations so you can direct resources toward differentiating
your business.
At MCCi, we understand our clients' needs are always changing. Our Managed Cloud Services team is standing by to
engage with you on growth strategies, ongoing support, and future infrastructure needs.
MANAGED CLOUD BENEFITS
Eases the cloud transformation process by eliminating the learning curve for architecting secure, scalable
solutions on a cloud platform
Provides higher availability with zone -redundant services to protect from single points of failure, reducing
unplanned downtime and help desk and system administration time
Allows for virtually unlimited scaling capability, improving agility in responding to new and ever -changing
national and international regulations
Ensures security and compliance with a FedRAMP Authorized at Level High infrastructure and next -generation
firewall with application layer security
Manages updates and protects your data, including a nightly backup of all application data and databases
For existing clients who have a self -hosted solution that they wish to migrate to MC0I 5 Managed Cloud, MCCi can
handle the data migration for you. Since each client's needs are different, this migration will be quoted separately
and not included in our standard packages.
FULLY MANAGED CONFIGURATION AND DEPLOYMENT
Our team of experts will do all the heavy lifting for configuring and deploying your cloud infrastructure. Once
deployed, we will provide infrastructure support services for your environment, including:
Network, security, system, computing resource, and database management
Application deployment, scaling, and lifecycle management
Patch management:
Monitoring and categorization of new patches and vulnerabilities
Client notification of patch related maintenance windows
Patch testing and roll -out
Auditing and reporting of device compliance
Backup and restore services
Operating system and SQL licensing needed for your infrastructure
AZURE GOVERNMENT CLOUD
Microsoft Azure Government Cloud is FedRAMP Authorized at Level High and handles data subject to certain
government regulations and requirements, such as NIST800.171 (DIB), ITAR, IRS 1075, DoD L4, and CJIS. To provide
you with a high security and compliance level, Azure Government uses physically isolated datacenters and networks
(located in the U.S. only). MCCi has undergone a strict validation of eligibility for deploying in the Azure Government
cloud.
MONITORING AND ALERTING WITH 24/7 ON -CALL ESCALATION
Our monitoring and alerting systems allow us to notify you of any issues from our cloud -based Network Operations
Center (NOC). Our engineers can handle any cloud infrastructure issues 24/7.
ENCRYPTION
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MCCi's Managed Cloud service targets end -to -end encryption, where available. Data disks are implemented using
Azure Managed Disks and encrypted at rest with Storage Services Encryption (SSE), which utilizes 256-bit AES
encryption. Azure Disk Encryption available upon request. Where available, both front- and back -end data in transit
is encrypted using TLS 1.2 or better. Data stored in SQL databases is encrypted using SQL Transparent Data
Encryption (TDE).
BACKUPS
MCCi utilizes Azure Backup services to provide independent and isolated backups to guard against accidental
destruction of original data. Backups are stored in a Recovery Services Vault with built-in management of recovery
points. Using Recovery Services vaults, MCCi can restore files and folders from a VM or the entire VM. MCCi's Azure
Backup -based recovery -services offering provides two types of replications to keep your storage/data highly
available:
Schedule:
A daily snapshot of all VM OS and attached storage disks
Retention:
MCCi's default retention period for Managed Cloud is ten days. Extended retention -period offerings available (45 days
of daily backups, plus one monthly backup for 12 months) and priced separately.
Location:
MCCi's default offering is locally redundant storage (LRS) that replicates your data three times (it creates three copies
of your data) in a storage scale unit in a datacenter. All copies of the data exist within the same region. LRS is a low-
cost option for protecting your data from local hardware failures.
Enhanced Offerings Available Upon Request:
Geo-redundant storage (GRS) replicates your data to a secondary region (hundreds of miles away from the source
data's primary location). GRS costs more than LRS, but GRS provides a higher durability level for your data, even if
there's a regional outage.
FIREWALLS
MCCi's Managed Cloud infrastructure utilizes Palo Alto next -generation firewalls that:
Adhere to the "allow what you want to allow and deny all else" premise and protecting your network with
security policies based on the application identity, irrespective of port, protocol, an evasive tactic, or encryption
certificate to be used with SSL or TLS
Inspect the application stream to prevent known threats, such as viruses, vulnerability exploits, botnets and
spyware, and unknown threats, such as advanced persistent threats
Allow us to leverage agile, inline network security and threat prevention to consistently manage and protect
our applications hosted within our public cloud virtualized data center environment
IDENTITY MANAGEMENT INTEGRATION
Identity management is the organizational process for identifying, authenticating, and authorizing individuals or
groups of people to access applications, systems, or networks by associating user rights and restrictions with
established identities. Laserfiche supports several options for federating Identity Management to multiple providers.
Depending on whether the system is a new deployment, or an existing deployment migrated to the Managed Cloud,
there may be limitations in supported migration options or additional network communications required of the
Client's network to support the desired configuration.
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I_1:141"V elTl4:AT/ I Mill
Thousands of organizations globally and more than 50 million people from over 200 countries and regions use ABBYY
products, technologies, solutions, and services. ABBYY provides Automation Intelligence (AI) -based solutions and
services to one-third of the Forbes 100 companies who actively deploy a new digital workforce consisting of robotic
process automation (RPA) software robots to achieve intelligent automation.
ABBYY FLEXICAPTURE FOR INVOICES
ABBYY FlexiCapture for Invoices is a turnkey capture solution that replaces costly manual data entry with efficient
automated invoice processing. By enabling early capture of invoices and centralized extraction and validation of data,
it reduces the cost of paying an invoice, improves visibility into the payment cycle, and increases analysis and
forecasting accuracy. ABBYY's award -winning, AI -driven recognition neural networks, and machine learning
technologies provide unparalleled accuracy. FlexiCapture for Invoices can locate invoice data within the most complex
documents through multiple approaches of functionality.
Efficiency gains
Realize more than a 400% increase in
number of invoices an employee can
process manually, and 30% less time
responding in inquiries.
ABBYY FLEXICAPTURE
U
Reduced costs
Reduce the costs by 5-10 times
compared to manual processing.
0
Faster cycle time
Decrease invoice cycle time (receipt to
payment) to 5 days or shorter, nurture
supplier relationships, and take
advantage of early payment discounts.
ABBYY FlexiCapture is an Intelligent Document Processing platform built for the needs of today's complex digital
enterprise. ABBYY FlexiCapture intelligently captures, classifies, and transfers critical data from unstructured and
structured documents to the right process, workflow, and advanced recognition capabilities by bringing together the
best NLP (natural language processing), machine learning, and advanced recognition capabilities or decision engine.
ABBYY FlexiCapture automatically processes all types of documents from files and scanners in a single flow, including
office documents and image formats, email attachments, and message bodies. Orchestrating the process from
acquisition to delivery, FlexiCapture feeds content -driven business applications such as RPA and BPM (business
process management), helping organizations focus on customer service, cost reduction, compliance, and competitive
advantage.
Faster, straight -through
processing
Content from documents entering
through any channel, in any format, is
automatically extracted, understood,
and delivered, removing manual
processing friction.
ABBYY DEFINITIONS
Smooth transactions,
smart decisions, rapid
action
Leverage customer -provided data to
accelerate transactions, make smarter
decisions, and provide quick, accurate
responses to your customers.
Control, predictability,
and compliance
Gain full chain of custody reporting
and management for fine-tuning of
results, while ensuring end -to -end
compliance with your process and
security models.
FLEXICAPTURE FOR INVOICES
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FlexiCapture for Invoices includes:
SUPERIOR QUALITY
The system is already trained with numerous variants of invoices, using neural networks technology, saving Client
time and money. When Client begins processing the invoices, there is no need for Client to start with the fine-tuning
and training on the samples.
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Automated document processing from invoice arrival to posting without human intervention enables accounting staff
to focus on exceptional invoices only.
BUSINESS -READY
ABBYY FlexiCapture for Invoices offers a quick and easy start to automated invoice processing without a long and
cost -intensive deployment cycle. The solution is pre -configured to identify all necessary data fields on invoices and
offers essential validation rules.
MULTI -CHANNEL INPUT
ABBYY's invoice solution supports multiple input channels like web -based invoice scanning, email, MFP, FTP, mobile
capture, or fax. Capture at the point of entry instead of hand-to-hand paper transfer, enabling instant delivery of
invoices into electronic workflows, adding transparency to Client's AP process.
PURCHASE ORDER MATCHING
Automated purchase order matching on header level and validation against ERP master databases decreases time
required for manual verification, facilities data reconciliation, streamlines the invoice processing cycle, and enables
straight -through processing for matched documents. The automated matching results can be reviewed and validated
by the accountant.
INTUITIVE DATA VERIFICATION
Time spent on invoice reviews and corrections can be reduced to a minimum thanks to an intuitive validation
interface, which guides the accountant through the fields that require attention. Smart value suggestions and other
useful features facilitate effective data verification.
ARCHIVE -READY
Invoice images are converted to compressed searchable PDF files ready for electronic archiving, which facilitates
audits, timely response to internal or external inquiries, and supports compliance with financial document retention
regulation.
TIGHT INTEGRATION
Supplied with proven connectors to various ERPs, approval workflows, BPM systems and Laserfiche, the solution can
be seamlessly integrated in an existing financial environment.
MACHINE LEARNING BY USER SIDE
While Client uses the solution, it starts learning by feedback on Client's documents and additionally increases
extraction quality. The more Client uses the solution, the better quality of results Client gets. Controllable on -the -fly
training technology enables immediate data detection refinement directly by an accountant while reviewing the
invoice. As opposed to "black -box" -life self -learning systems, ABBYY FlexiCapture for Invoices gives IT staff full control
over the training results.
IMAGE ENHANCEMENTS
Enhanced Image pre-processing enables automatic clean-up and enhancement of images arriving from desktop or
mobile scanning.
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All images go through image enhancement and pre-processing, a process in which scanned images are altered to
make them more suitable for analysis and recognition. This process includes operations such as removing noise (e.g.,
de -speckling), de -skewing (rotate), correct distortions and binarization.
ADVANCED CLASSIFICATION
FlexiCapture offers image, text, or rule -based classification methods that can be combined into a hierarchical system
to deliver the greatest straight -through processing performance and reduced manual review. Classification
technology detects every incoming document type, including images, by using deep learning Convolutional Neural
Networks and then sorts documents by appearance or pattern; and text classification which relies on statistical and
semantic text analysis. Use any of these technologies separately or simultaneously to deliver faster response times
and prompt decision making. Advanced classification can be used for the whole document flow in order to process
not only invoices but the other types of documents within the same processing.
LINE ITEMS SUPPORT*
ABBYY supports table Line Items extraction such as: Article Number, Description, Unit Price, Quantity, TotalPriceNetto,
VatCode, Vat Value, Vat Percentage, Total Price Brutto. A table extraction of line items can be performed with or
without purchase order data.
*This functionality may vary based on Client's scope of services and may not include all the items above.
SCALABILITY AND ENHANCED PERFORMANCE
FlexiCapture can be scaled both vertically and horizontally when deployed to support high volume and fast document
processing scenarios. Whether Client need to process more than three (3) million documents per day or 2,000 pages
per minute, the architecture of FlexiCapture can grow to meet Client's processing requirements. One can control
multi -server installations, distributed infrastructure, and operators via centralized configuration and management.
MULTI -TENANCY
Create a secured and isolated environment for tenants and apply common policies for different users with the multi -
tenancy feature. Use secure, centralized administration tools and separated licenses to protect data across multiple
workgroups with less time for set-up. The multi -tenant architecture allows several different groups of users to work
within the system while having no access to each other's data and configuration parameters.
DOCUMENT SETS
Many business processes use documents that are all related to one another because they serve some common
purpose. In ABBYY FlexiCapture, documents of this sort can be grouped together into document sets.
Multiple linked documents can be processed as one (1) complete case file, with various assembly, processing and
validation checks, to improve efficiency in more complex case management scenarios (e.g., customer on -boarding
scenarios, mortgage applications, insurance reports, and claims management). These scenarios imply not only
document recognition, but also the need to check if all required documents have been provided (completeness check)
and that all of them belong to the same case (continuity check), e.g., verify that the person's name is the same in all
submitted documents. With the Document sets feature Client can create a table with the similar fields from different
invoices to streamline the document processing of the group of similar documents and enable automated expense
management for a well-rounded travel policy.
MOBILE CLIENT
Build the right mobile experience and capture workflow on Client's device ensuring the highest level of success and
accuracy by leveraging the advanced mobile imaging SDKs of ABBYY. High quality mobile uploads are supported by
image enhancement tools. Confirmation reports notify Client when images are uploaded and processed correctly.
SINGLE SIGN -ON
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Single sign -on (SSO) enables users to securely authenticate with multiple applications and websites by logging in only
once. The most popular identity providers, such as Active Directory, Azure Active Directory, OKTA, and OneLogin, are
supported out -of -the -box.
COMMAND LINE INTERFACE (CLI)
With Command Line Interface (CLI), Client can easily administrate distributed environments when Client need to setup
or synchronize different product installations, reuse the result of machine learning for all projects, backup or restore
existing projects.
EXPORT FILE FORMATS
Data export formats: XLS, DBF, CSV, TXT, XML
Image export formats: TIFF, JPEG, PDF, PDF/A (Standard allows Client to select the version of the format standard. By
default, the version of the standard is detected automatically. For PDF/A the following standard versions are currently
available: 1 a, 1 b, 2a, 2b, 2u, 3a, 3b, 3u), BMP, JPEG2000, PCX packbits, PNG.
FLEXICAPTURE
FlexiCapture includes:
AUTO -LEARNING
The new auto -learning capabilities help accelerate time to production and significantly reduce ongoing system
support and maintenance costs. The technology helps users to train the system to process flexible or irregular
document layouts while the administrator retains full control to edit, fine-tune, or discard auto -learning results. The
system continuously learns and improves based on feedback from users leveraging ABBYY advanced machine
learning and Natural Language Processing.
ADVANCED DOCUMENT CLASSIFICATION
Inbound communication can be classified by form and content to optimize Client's organization's information -driven
processes. Classification technology detects every incoming document type, including images, by using deep learning
Convolutional Neural Networks and then sorts documents by appearance or pattern, and text classification which
relies on statistical and semantic text analysis.
SCALABILITY AND ENHANCED PERFORMANCE
FlexiCapture can be scaled both vertically and horizontally when deployed to support high volume and fast document
processing scenarios. Whether Client need to process more than three (3) million documents per day or 2,000 pages
per minute, the architecture of FlexiCapture can grow to meet Client's processing requirements. One can control
multi -server installations, distributed infrastructure, and operators via centralized configuration and management.
MULTI -TENANCY
Create a secured and isolated environment for tenants and apply common policies for different users with the multi -
tenancy feature. Use secure, centralized administration tools and separated licenses to protect data across multiple
workgroups with less time for set-up.
SINGLE SOLUTION FOR ALL DOCUMENT TYPES
By using sophisticated document analysis, FlexiCapture is able to detect the exact type of paper or digital documents
(spreadsheets, images, logos, etc.) and different areas within a document, even when text appears unreadable. Word,
Excel, PDF, email bodies, scanned images, and other digital documents can be processed in the same flow.
IMAGE ENHANCEMENTS
ABBYY Image Enhancement automatically improves images captured by mobile devices to optimize processing. It is
also indispensable for processing documents with complex backgrounds like transcripts, identification documents,
and transportation forms, while automatically optimizing the image for processing or providing immediate feedback
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if the image quality is poor. Features such as auto crop, background whitening, image quality assessment and
capability to create custom enhancement profiles for different image sources, help process all documents regardless
of their quality or source.
MULTI -LEVEL DATA PROTECTION
Various confidential data within documents can be hidden using different methods during exchange and verification
by operators with different access rights. HTTPS provides bidirectional encryption between a user and a server to
protect against data interception and tampering attacks.
ADVANCED MONITORING AND ANALYTICS TOOLS
Tools help Client analyzes document processing flow, ensure continuity of business process, and optimize and
prioritize resources to tune performance and eliminate bottlenecks.
EASY ADMINISTRATION
With new Command Line Interface (CLI), Client can easily administrate distributed environments when Client need to
setup or synchronize different product installations, reuse the result of Machine learning for all projects, or backup
or restore existing projects.
SMOOTH INTEGRATION
Default connectors for Blue Prism, Laserfiche and other systems are available.
MULTI -CHANNEL DATA ENTRY
Multi -channel data entry enables Client to process both paper and digital documents coming from multiple sources
in a single flow, including MFPs, network scanners, emails, FTP, web post or hot folders and mobile devices.
MOBILE CAPTURE
Increase data availability and processing speed using mobile devices and other document sources for data entry.
High quality mobile uploads are supported by image enhancement tools. Confirmation reports notify Client when
images are uploaded and processed correctly. Build the right mobile experience and capture workflow on Client's
device ensuring the highest level of success and accuracy by leveraging the advanced mobile imaging SDKs of ABBYY.
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D 10 1 ► Kii 4:,11 ATM
The world has gone digital, and it's not simply a question of doing business better, faster, and cheaper. Most
businesses and government organizations move toward end -to -end digital business processes to improve customer
experience by shifting away from paper and adopting electronic signatures. OneSpan Sign is an e-signature tool that
provides you a legal, secure way to achieve digital signatures.
OneSpan Sign helps you:
Ensure high user adoption and satisfaction with the most seamless, white -labeled e-signing experience
Protect your users and documents against fraud with military -grade digital signature technology
Strengthen your compliance and deter legal disputes with the most comprehensive audit trails in the market
Scale electronic signatures across your organization and channels quickly and cost-effectively
Get a cost-effective solution regardless of your volumes
Eliminate time-consuming errors, such as missing signatures and data
Cut costs by eliminating the need to prepare manually, ship, and archive paper -document packages
Integrate with other third -party applications with an open API, fully supported SDKs, and connectors with
Laserfiche, Salesforce, Office365, and more
DOCUMENT SECURITY
OneSpan Sign supports a broad range of options to verify signers' identities before giving them access to documents.
All OneSpan Sign plans include Email, SMS PIN code, and Q&A. Unlike most e-signature solutions, OneSpan Sign uses
digital signature technology to tamper -seal documents after each signer. It invalidates any changes made to the
documents. This built-in security ensures the integrity of the e-signed document.
COMPREHENSIVE AUDIT TRAILS
OneSpan Sign makes it easy to access details about the transaction to prove compliance. Audit trails permanently
embed within the e-signed document for easy, one -click verification. This is also the only e-signature solution on the
market to capture a visual audit trail of how the signing process took place (as experienced by the signers).
.............
El
E-SIGNED by J.Smith
on 2018-03-1516:56:16 GMT
Customers need nothing more
than a web browser to
"click -to -sign' from home,
Their signature will appear
typed out in a standard font.
The bank can choose to
display a watermark behind
the signature, or additional
Information such as a
date stamp.
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JUSTFOIA OVERVIEW
Records request challenges continue to increase, and the call for transparency is at an all-time high. Organizations
are selecting JustFOIA to bridge the transparency gap with their community to create an environment of trust and
accountability. JustFOIA licenses a software as a service solution (the "Solution"), which is the easiest -to -use records
requests software that manages every step of the process from intake to delivery. Our Solution can help you save
valuable time through automating repetitive tasks, such as redactions, assignments, reminders, and communication
with requesters and responders. It is now essential to leverage technology to streamline your records requests
process.
JUSTFOIA DEFINITIONS
JUSTFOIA
Records request challenges continue to increase, and the call for transparency is at an all-time high. Organizations
are selecting JustFOIA to bridge the transparency gap with their community to create an environment of trust and
accountability. JustFOIA licenses a software as a service solution (the "Solution"), which is the easiest -to -use records
requests software that manages every step of the process from intake to delivery. Our Solution can help you save
valuable time through automating repetitive tasks, such as redactions, assignments, reminders, and communication
with requesters and responders. It is now essential to leverage technology to streamline your records requests
process.
REDACTION MODULE
Our powerful integrated Redaction Module allows you to upload and redact documents in the Solution. Automatically
redact documents with one click or manually remove sensitive data. Features include text search, pattern matching,
proximity search, redact selected text and/or full page(s). Easily apply exemption codes to cite redaction
reasons. Once redaction is applied, the redacted areas are burnt into the document and cannot be recovered or
removed and only the redacted version of the document can be released. There is no per -user fee, so any permitted
user can redact a document.
JUSTFOIA TRAINING CENTER
The JustFOIA Training Center is a robust Learning Management System that offers remote learning, ongoing training,
and certification, as well as enhanced rollouts of new features and functionality. It is subscribed to by most customers
and provides an easy, cost-effective way for all users in Customer's organization to access training videos and
certification courses. Benefits include:
• 24/7 access to on -demand JustFOIA training videos and other resources
• Reduce training time and expenses
• Caters to all skill levels from Basic Users to System Administrators
• Unlimited access for Customer's entire organization
• JustFOIA Certifications Courses
• Reduction in internal support and increased user productivity
• Increased efficiency through improved internal usage/adoption of JustFOIA
• Instant/budgeted customized training available in the case of employee turnover
• Customized with fully indexed, recorded training sessions
ADVANCED REPORTING
The Advanced Reporting module will allow Customer to select any piece of their data to create custom reports and
includes the following:
• User -selectable data points
• User -defined date ranges
Email distribution of reports
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• Automated scheduling of reports
• Saving created reports
• Ability to export data
• Simplify capture JLARC reporting requirements for Washington customers
SINGLE SIGN -ON (SSO)
The JustFOIA authentication system enables Single Sign -On ("SSO") integration by allowing connection to one of many
supported identity providers. This allows users to login to JustFOIA via trusted connections established with their IT
infrastructure (e.g., Azure Active Directory login) instead of using username and password authentication within
JustFOIA. This feature eliminates the need for users to maintain two sets of credentials, is easier for a customer's IT
organization to maintain security protocols and gives the customers better control over managing user access.
The following types of enterprise connections can be made:
• Azure Active Directory
• ADFS
• Active Directory / LDAP
• Google Workspace (formerly G Suite, formerly Google Apps)
• Open ID Connect
• SAML
PingFederate
PAYMENT PORTAL
JustFOIA integrates with Authorize.net, PayPal and NCR/JetPay to collect payments from requestors online. These
third -party payment processors handle all monetary transactions and sensitive credit card data. The requestor enters
the request number/security key to see any fees that they owe. If they owe fees, they can pay through a secure
Authorize.net, PayPal or NCR/JetPay site. Once they pay, users are able to make the request documents available for
immediate release.
ADOBE ACROBAT PRO PLUG-IN
Adobe Acrobat Pro Plug-in allows customers to easily upload documents they are working on in Adobe Acrobat Pro
to a specific request. In Adobe Acrobat Pro, simply create and edit documents, as well as apply redactions and other
features available in the Adobe Pro software. Once the document has been finalized, a simple click of the JustFOIA
Plug -In button sends the document to the customer's JustFOIA system. It's as easy as picking the desired request
number and the is in the Response Docs section, ready to send to the requester. In order to utilize this plug-in,
organizations will need to have an active Adobe Acrobat Pro license.
LASERFICHE INTEGRATION
Our exclusive Laserfiche integration is a seamless bridge, allowing your organization to leverage Laserfiche to more
quickly and efficiently fulfill records requests. From inside the JustFOIA Solution, users can securely connect to their
Laserfiche repository to search and browse for responsive documents. Alternatively, users can search, edit, and
redact in Laserfiche, then click to send selected documents as responsive documents to a specific request. As part of
your Laserfiche Integration, you can also export custom system reports directly into your Laserfiche repository, as
well as all parts of a request from communication to provided documents to invoices and a full timeline history of
activity on the request. In order to utilize this integration, each user will need a full Laserfiche license. Please see the
Laserfiche Expansion Configuration Guide for Installation Requirements and Prerequisites.
ANY & ALL DOCUMENT MANAGEMENT
For customers who receive requests for "Any and All" communications, the effort to determine the responsive
documents can be overwhelming. Built for customers who need to work with a large number of files, JustFOIA's Any
& All Document Management tool helps simplify and speed up this process with a variety of features, including:
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• Extract .PST files (emails and attachments)
• Detect duplicate emails
• Bulk redact and sort all files with one -click
• Combine files into one PDF
• Create custom folders and review documents in the document viewer
CUSTOM WORKFLOWS
Building on the capability to design lists of tasks and set defaults, a Custom Workflow leverages automation to save
your organization time by routing certain types of requests from submission to completion.
Automatically run when a request comes in, a Custom Workflow can use the supplied form data to determine which
departments and tasks get assigned. Best suited for organizations that process larger volumes of specific types of
requests. Also available is the full use of due dates, reminders, escalations, and approvals as well as the capability to
automatically send out system and custom emails triggered by events in the workflow.
We work with you to design the unique series of tasks to assign out to departments so you can handle the approvals
while keeping the request moving through your Solution.
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TAB 9 - REQUIRED DOCUMENTS
FEDERAL FUNDS CERTIFICATIONS
Participating Agencies may elect to use federal funds to purchase under the Master Agreement.
The following certifications and provisions may be required and apply when a Participating
Agency expends federal funds for any purchase resulting from this procurement process.
Pursuant to 2 C.F.R. § 200.326, all contracts, including small purchases, awarded by the
Participating Agency and the Participating Agency's subcontractors shall contain the
procurement provisions of Appendix II to Part 200, as applicable.
APPENDIX II TO 2 CFR PART 200
(A) Contracts for more than the simplified acquisition threshold currently set at $250,000, which
is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the
Defense Acquisition Regulations Council (Councils) as authorized by 41 U.S.C. 1908, must
address administrative, contractual, or legal remedies in instances where contractors violate or
breach contract terms, and provide for such sanctions and penalties as appropriate.
• Pursuant to Federal Rule (A) above, when a Participating Agency expends federal
funds, the Participating Agency and Offeror reserves all rights and privileges under the
applicable laws and regulations with respect to this procurement in the event of breach
of contract by either party.
(B) Termination for cause and for convenience by the grantee or subgrantee including the
manner by which it will be effected and the basis for settlement. (All contracts in excess of
$10,000)
• Pursuant to Federal Rule (B) above, when a Participating Agency expends federal
funds, the Participating Agency reserves the right to terminate any agreement in excess
of $10,000 resulting from this procurement process in the event of a breach or default of
the agreement by Offeror as detailed in the terms of the contract
(C) Equal Employment Opportunity. Except as otherwise provided under 41 CFR Part 60, all
contracts that meet the definition of "federally assisted construction contract" in 41 CFR Part 60-
1.3 must include the equal opportunity clause provided under 41 CFR 60-1.4(b), in accordance
with Executive Order 11246, "Equal Employment Opportunity" (30 CFR 12319, 12935, 3 CFR
Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, "Amending Executive
Order 11246 Relating to Equal Employment Opportunity," and implementing regulations at 41
CFR part 60, "Office of Federal Contract Compliance Programs, Equal Employment
Opportunity, Department of Labor."
• Pursuant to Federal Rule (C) above, when a Participating Agency expends federal funds
on any federally assisted construction contract, the equal opportunity clause is
incorporated by reference herein.
(D) Davis -Bacon Act, as amended (40 U.S.C. 3141-3148). When required by Federal program
legislation, all prime construction contracts in excess of $2,000 awarded by non -Federal entities
must include a provision for compliance with the Davis -Bacon Act (40 U.S.C. 3141-3144, and
3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, "Labor
Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted
Construction"). In accordance with the statute, contractors must be required to pay wages to
laborers and mechanics at a rate not less than the prevailing wages specified in a wage
determination made by the Secretary of Labor. In addition, contractors must be required to pay
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wages not less than once a week. The non -Federal entity must place a copy of the current
prevailing wage determination issued by the Department of Labor in each solicitation. The
decision to award a contract or subcontract must be conditioned upon the acceptance of the
wage determination. The non- Federal entity must report all suspected or reported violations to
the Federal awarding agency. The contracts must also include a provision for compliance with
the Copeland "Anti -Kickback" Act (40 U.S.C. 3145), as supplemented by Department of Labor
regulations (29 CFR Part 3, "Contractors and Subcontractors on Public Building or Public Work
Financed in Whole or in Part by Loans or Grants from the United States"). The Act provides that
each contractor or subrecipient must be prohibited from inducing, by any means, any person
employed in the construction, completion, or repair of public work, to give up any part of the
compensation to which he or she is otherwise entitled. The non -Federal entity must report all
suspected or reported violations to the Federal awarding agency.
Pursuant to Federal Rule (D) above, when a Participating Agency expends federal funds
during the term of an award for all contracts and subgrants for construction or repair,
offeror will be in compliance with all applicable Davis -Bacon Act provisions
Any Participating Agency will include any current and applicable prevailing wage
determination in each issued solicitation and provide Offeror with any required
documentation and/or forms that must be completed by Offeror to remain in compliance
the applicable Davis -Bacon Act provisions.
(E) Contract Work Hours and Safety Standards Act (40 U.S.C. 3701-3708). Where applicable,
all contracts awarded by the non -Federal entity in excess of $100,000 that involve the
employment of mechanics or laborers must include a provision for compliance with 40 U.S.C.
3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under
40 U.S.C. 3702 of the Act, each contractor must be required to compute the wages of every
mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the
standard work week is permissible provided that the worker is compensated at a rate of not less
than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the
work week. The requirements of 40 U.S.C. 3704 are applicable to construction work and provide
that no laborer or mechanic must be required to work in surroundings or under working
conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to
the purchases of supplies or materials or articles ordinarily available on the open market, or
contracts for transportation or transmission of intelligence.
• Pursuant to Federal Rule (E) above, when a Participating Agency expends federal
funds, offeror certifies that offeror will be in compliance with all applicable provisions of
the Contract Work Hours and Safety Standards Act during the term of an award for all
contracts by Participating Agency resulting from this procurement process.
(F) Rights to Inventions Made Under a Contract or Agreement. If the Federal award meets the
definition of "funding agreement' under 37 CFR §401.2 (a) and the recipient or subrecipient
wishes to enter into a contract with a small business firm or nonprofit organization regarding the
substitution of parties, assignment or performance of experimental, developmental, or research
work under that "funding agreement," the recipient or subrecipient must comply with the
requirements of 37 CFR Part 401, "Rights to Inventions Made by Nonprofit Organizations and
Small Business Firms Under Government Grants, Contracts and Cooperative Agreements," and
any implementing regulations issued by the awarding agency.
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• Pursuant to Federal Rule (F) above, when federal funds are expended by Participating
Agency, the offeror certifies that during the term of an award for all contracts by
Participating Agency resulting from this procurement process, the offeror agrees to
comply with all applicable requirements as referenced in Federal Rule (F) above
(G) Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33
U.S.C. 1251-1387), as amended— Contracts and subgrants of amounts in excess of $150,000
must contain a provision that requires the non- Federal award to agree to comply with all
applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C.
7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251- 1387).
Violations must be reported to the Federal awarding agency and the Regional Office of the
Environmental Protection Agency (EPA).
• Pursuant to Federal Rule (G) above, when federal funds are expended by Participating
Agency, the offeror certifies that during the term of an award for all contracts by
Participating Agency member resulting from this procurement process, the offeror
agrees to comply with all applicable requirements as referenced in Federal Rule (G)
above
(H) Debarment and Suspension (Executive Orders 12549 and 12689)—A contract award (see 2
CFR 180.220) must not be made to parties listed on the government wide exclusions in the
System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180
that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR
part 1989 Comp., p. 235), "Debarment and Suspension." SAM Exclusions contains the names
of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared
ineligible under statutory or regulatory authority other than Executive Order 12549.
Pursuant to Federal Rule (H) above, when federal funds are expended by Participating
Agency, the offeror certifies that during the term of an award for all contracts by
Participating Agency resulting from this procurement process, the offeror certifies that
neither it nor its principals is presently debarred, suspended, proposed for debarment,
declared ineligible, or voluntarily excluded from participation by any federal department
or agency. If at any time during the term of an award the offeror or its principals
becomes debarred, suspended, proposed for debarment, declared ineligible, or
voluntarily excluded from participation by any federal department or agency, the offeror
will notify the Participating Agency
(1) Byrd Anti -Lobbying Amendment (31 U.S.C. 1352)—Contractors that apply or bid for an award
exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it
will not and has not used Federal appropriated funds to pay any person or organization for
influencing or attempting to influence an officer or employee of any agency, a member of
Congress, officer or employee of Congress, or an employee of a member of Congress in
connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C.
1352. Each tier must also disclose any lobbying with non -Federal funds that takes place in
connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up
to the non -Federal award.
• Pursuant to Federal Rule (1) above, when federal funds are expended by Participating
Agency, the offeror certifies that during the term and after the awarded term of an award
for all contracts by Participating Agency resulting from this procurement process, the
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offeror certifies that it is in compliance with all applicable provisions of the Byrd Anti -
Lobbying Amendment (31 U.S.C. 1352). The undersigned further certifies that:
o No Federal appropriated funds have been paid or will be paid for on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or
employee of any agency, a Member of Congress, an officer or employee of
congress, or an employee of a Member of Congress in connection with the
awarding of a Federal contract, the making of a Federal grant, the making of a
Federal loan, the entering into a cooperative agreement, and the extension,
continuation, renewal, amendment, or modification of a Federal contract, grant,
loan, or cooperative agreement.
o If any funds other than Federal appropriated funds have been paid or will be paid
to any person for influencing or attempting to influence an officer or employee of
any agency, a Member of Congress, an officer or employee of congress, or an
employee of a Member of Congress in connection with this Federal grant or
cooperative agreement, the undersigned shall complete and submit Standard
Form-LLL, "Disclosure Form to Report Lobbying", in accordance with its
instructions.
o The undersigned shall require that the language of this certification be included in
the award documents for all covered sub -awards exceeding $100,000 in Federal
funds at all appropriate tiers and all subrecipients shall certify and disclose
accordingly.
RECORD RETENTION REQUIREMENTS FOR CONTRACTS
INVOLVING FEDERAL FUNDS
When federal funds are expended by Participating Agency for any contract resulting from this
procurement process, offeror certifies that it will comply with the record retention requirements
detailed in 2 CFR § 200.334. The offeror further certifies that offeror will retain all records as
required by 2 CFR § 200.334 for a period of three years after grantees or subgrantees submit
final expenditure reports or quarterly or annual financial reports, as applicable, and all other
pending matters are closed.
CERTIFICATION OF COMPLIANCE WITH THE ENERGY POLICY
AND CONSERVATION ACT
When Participating Agency expends federal funds for any contract resulting from this
procurement process, offeror certifies that it will comply with the mandatory standards and
policies relating to energy efficiency which are contained in the state energy conservation plan
issued in compliance with the Energy Policy and Conservation Act (42 U.S.C. 6321 et seq.; 49
C.F.R. Part 18).
CERTIFICATION OF COMPLIANCE WITH BUY AMERICA PROVISIONS
To the extent purchases are made with Federal Highway Administration, Federal Railroad
Administration, or Federal Transit Administration funds, offeror certifies that its products comply
with all applicable provisions of the Buy America Act and agrees to provide such certification or
applicable waiver with respect to specific products to any Participating Agency upon request.
Participating Agencies will clearly identify whether Buy America Provisions apply in any issued
solicitation. Purchases made in accordance with the Buy America Act must still follow the
applicable procurement rules calling for free and open competition.
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CERTIFICATION OF ACCESS TO RECORDS
Offeror agrees that the Inspector General of the Agency or any of their duly authorized
representatives shall have access to any non -financial documents, papers, or other records of
offeror that are pertinent to offeror's discharge of its obligations under the Contract for the
purpose of making audits, examinations, excerpts, and transcriptions. The right also includes
timely and reasonable access to offeror's personnel for the purpose of interview and discussion
relating to such documents. This right of access will last only as long as the records are
retained.
CERTIFICATION OF APPLICABILITY TO SUBCONTRACTORS
Offeror agrees that all contracts it awards pursuant to the Contract shall be bound by the
foregoing terms and conditions.
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CLEAN AIR AND WATER ACT AND DEBARMENT NOTICE
By the signature below (Under Federal Required Signatures), I, the Vendor, am in compliance
with all applicable standards, orders or regulations issued pursuant to the Clean Air Act of 1970,
as Amended (42 U.S. C. 1857 (h), Section 508 of the Clean Water Act, as amended (33 U.S.C.
1368), Executive Order 117389 and Environmental Protection Agency Regulation, 40 CFR Part
15 as required under OMB Circular A-102, Attachment O, Paragraph 14 (1) regarding reporting
violations to the grantor agency and to the United States Environment Protection Agency
Assistant Administrator for the Enforcement.
I hereby further certify that my company has not been debarred, suspended or otherwise
ineligible for participation in Federal Assistance programs under Executive Order 12549,
"Debarment and Suspension", as described in the Federal Register and Rules and Regulations.
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CONTRACTOR REQUIRMENTS
Contractor Certification
Contractor's Employment Eligibility
By entering the contract, Contractor warrants compliance with the Federal Immigration and
Nationality Act (FINA), and all other federal and state immigration laws and regulations. The
Contractor further warrants that it is in compliance with the various state statues of the states it
is will operate this contract in.
Participating Government Entities including School Districts may request verification of
compliance from any Contractor or subcontractor performing work under this Contract. These
Entities reserve the right to confirm compliance in accordance with applicable laws.
Should the Participating Entities suspect or find that the Contractor or any of its subcontractors
are not in compliance, they may pursue any and all remedies allowed by law, including, but not
limited to: suspension of work, termination of the Contract for default, and suspension and/or
debarment of the Contractor. All costs necessary to verify compliance are the responsibility of
the Contractor.
The offeror complies and maintains compliance with the appropriate statutes which requires
compliance with federal immigration laws by State employers, State contractors and State
subcontractors in accordance with the E-Verify Employee Eligibility Verification Program.
Contractor shall comply with governing board policy of the NCPA Participating entities in which
work is being performed.
Fingerprint & Background Checks
If required to provide services on school district property at least five (5) times during a month,
contractor shall submit a full set of fingerprints to the school district if requested of each person
or employee who may provide such service. Alternately, the school district may fingerprint those
persons or employees. An exception to this requirement may be made as authorized in
Governing Board policy. The district shall conduct a fingerprint check in accordance with the
appropriate state and federal laws of all contractors, subcontractors or vendors and their
employees for which fingerprints are submitted to the district. Contractor, subcontractors,
vendors and their employees shall not provide services on school district properties until
authorized by the District.
The offeror shall comply with fingerprinting requirements in accordance with appropriate
statutes in the state in which the work is being performed unless otherwise exempted.
Contractor shall comply with governing board policy in the school district or Participating Entity
in which work is being performed.
Business Operations in Sudan, Iran
In accordance with A.R.S. 35-391 and A.R.S. 35-393, the Contractor hereby certifies that the
contractor does not have scrutinized business operations in Sudan and/or Iran.
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REQUIRED CLAUSES FOR FEDERAL ASSISTANCE
PROVIDED BY FTA
ACCESS TO RECORDS AND REPORTS
Contractor agrees to:
a) Maintain all non -financial books, records, accounts and reports required under this
Contract for a period of not less than two (2) years after the date of termination or
expiration of this Contract or any extensions thereof except in the event of litigation
or settlement of claims arising from the performance of this Contract, in which case
Contractor agrees to maintain same until the FTA Administrator, the U.S. DOT
Office of the Inspector General, the Comptroller General, or any of their duly
authorized representatives, have disposed of all such litigation, appeals, claims or
exceptions related thereto.
b) Permit any of the foregoing parties to inspect all non -financial work, materials, and
other data and records that pertain to the Project, and to audit the non -financial
books, records, and accounts that pertain to the Project and to reproduce by any
means whatsoever or to copy excerpts and transcriptions as reasonably needed
for the purpose of audit and examination. The right of access detailed in this
section continues only as long as the records are retained.
FTA does not require the inclusion of these requirements of Article 1.01 in subcontracts.
CIVIL RIGHTS / TITLE VI REQUIREMENTS
1) Non-discrimination. In accordance with Title VI of the Civil Rights Act of 1964, as
amended, 42 U.S.C. § 2000d, Section 303 of the Age Discrimination Act of 1975, as
amended, 42 U.S.C. § 6102, Section 202 of the Americans with Disabilities Act of
1990, as amended, 42 U.S.C. § 12132, and Federal Transit Law at 49 U.S.C. §
5332, Contractor or subcontractor agrees that it will not discriminate against any
employee or applicant for employment because of race, color, creed, national origin,
sex, marital status age, or disability. In addition, Contractor agrees to comply with
applicable Federal implementing regulations and other applicable implementing
requirements FTA may issue that are flowed to Contractor from Awarding
Participating Agency.
2) Equal Employment Opportunity. The following Equal Employment Opportunity
requirements apply to this Contract:
Race, Color, Creed, National Origin, Sex. In accordance with Title VII of the Civil
Rights Act, as amended, 42 U.S.C. § 2000e, and Federal Transit Law at 49
U.S.C. § 5332, the Contractor agrees to comply with all applicable Equal
Employment Opportunity requirements of U.S. Dept. of Labor regulations, "Office
of Federal Contract Compliance Programs, Equal Employment Opportunity,
Department of Labor, 41 CFR, Parts 60 et seq., and with any applicable Federal
statutes, executive orders, regulations, and Federal policies that may affect
construction activities undertaken in the course of this Project. Contractor agrees
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to take affirmative action to ensure that applicants are employed, and that
employees are treated during employment, without regard to their race, color,
creed, national origin, sex, marital status, or age. Such action shall include, but
not be limited to, the following: employment, upgrading, demotion or transfer,
recruitment or recruitment advertising, layoff or termination, rates of pay or other
forms of compensation; and selection for training, including apprenticeship. In
addition, Contractor agrees to comply with any implementing requirements FTA
may issue that are flowed to Contractor from Awarding Participating Agency.
Acme. In accordance with the Age Discrimination in Employment Act (ADEA) of
1967, as amended, 29 U.S.C. Sections 621 through 634, and Equal Employment
Opportunity Commission (EEOC) implementing regulations, "Age Discrimination
in Employment Act", 29 CFR Part 1625, prohibit employment discrimination by
Contractor against individuals on the basis of age, including present and
prospective employees. In addition, Contractor agrees to comply with any
implementing requirements FTA may issue that are flowed to Contractor from
Awarding Participating Agency.
c. Disabilities. In accordance with Section 102 of the Americans with Disabilities Act
of 1990, as amended (ADA), 42 U.S.C. Sections 12101 et seq., prohibits
discrimination against qualified individuals with disabilities in programs, activities,
and services, and imposes specific requirements on public and private entities.
Contractor agrees that it will comply with the requirements of the Equal
Employment Opportunity Commission (EEOC), "Regulations to Implement the
Equal Employment Provisions of the Americans with Disabilities Act," 29 CFR,
Part 1630, pertaining to employment of persons with disabilities and with their
responsibilities under Titles I through V of the ADA in employment, public
services, public accommodations, telecommunications, and other provisions.
d. Segregated Facilities. Contractor certifies that their company does not and will
not maintain or provide for their employees any segregated facilities at any of
their establishments, and that they do not and will not permit their employees to
perform their services at any location under the Contractor's control where
segregated facilities are maintained. As used in this certification the term
"segregated facilities" means any waiting rooms, work areas, restrooms and
washrooms, restaurants and other eating areas, parking lots, drinking fountains,
recreation or entertainment areas, transportation, and housing facilities provided
for employees which are segregated by explicit directive or are in fact segregated
on the basis of race, color, religion or national origin because of habit, local
custom, or otherwise. Contractor agrees that a breach of this certification will be
a violation of this Civil Rights clause.
3) Solicitations for Subcontracts, Including Procurements of Materials and Equipment.
In all solicitations, either by competitive bidding or negotiation, made by Contractor
for work to be performed under a subcontract, including procurements of materials or
leases of equipment, each potential subcontractor or supplier shall be notified by
Contractor of Contractor's obligations under this Contract and the regulations relative
to non-discrimination on the grounds of race, color, creed, sex, disability, age or
national origin.
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4) Sanctions of Non -Compliance. In the event of Contractor's non-compliance with the
non-discrimination provisions of this Contract, Public Agency shall impose such
Contract sanctions as it or the FTA may determine to be appropriate, including, but
not limited to: 1) Withholding of payments to Contractor under the Contract until
Contractor complies, and/or; 2) Cancellation, termination or suspension of the
Contract, in whole or in part.
Contractor agrees to include the requirements of this clause in each subcontract financed in whole
or in part with Federal assistance provided by FTA, modified only if necessary to identify the
affected parties.
DISADVANTAGED BUSINESS PARTICIPATION
This Contract is subject to the requirements of Title 49, Code of Federal Regulations, Part 26,
"Participation by Disadvantaged Business Enterprises in Department of Transportation Financial
Assistance Programs", therefore, it is the policy of the Department of Transportation (DOT) to
ensure that Disadvantaged Business Enterprises (DBEs), as defined in 49 CFR Part 26, have an
equal opportunity to receive and participate in the performance of DOT -assisted contracts.
1) Non -Discrimination Assurances. Contractor or subcontractor shall not discriminate
on the basis of race, color, national origin, or sex in the performance of this Contract.
Contractor shall carry out all applicable requirements of 49 CFR Part 26 in the award
and administration of DOT -assisted contracts. Failure by Contractor to carry out
these requirements is a material breach of this Contract, which may result in the
termination of this Contract or other such remedy as public agency deems
appropriate. Each subcontract Contractor signs with a subcontractor must include
the assurance in this paragraph. (See 49 CFR 26.13(b)).
2) Prompt Payment. Contractor is required to pay each subcontractor performing Work
under this prime Contract for satisfactory performance of that work no later than
thirty (30) days after Contractor's receipt of payment for that Work from public
agency. In addition, Contractor is required to return any retainage payments to those
subcontractors within thirty (30) days after the subcontractor's work related to this
Contract is satisfactorily completed and any liens have been secured. Any delay or
postponement of payment from the above time frames may occur only for good
cause following written approval of public agency. This clause applies to both DBE
and non -DBE subcontractors. Contractor must promptly notify public agency
whenever a DBE subcontractor performing Work related to this Contract is
terminated or fails to complete its Work, and must make good faith efforts to engage
another DBE subcontractor to perform at least the same amount of work. Contractor
may not terminate any DBE subcontractor and perform that Work through its own
forces, or those of an affiliate, without prior written consent of public agency.
3) DBE Program. In connection with the performance of this Contract, Contractor will
cooperate with public agency in meeting its commitments and goals to ensure that
DBEs shall have the maximum practicable opportunity to compete for subcontract
work, regardless of whether a contract goal is set for this Contract. Contractor
agrees to use good faith efforts to carry out a policy in the award of its subcontracts,
agent agreements, and procurement contracts which will, to the fullest extent,
utilize DBEs consistent with the efficient performance of the Contract.
Mcci Request for Proposal 36-22 For Documerrcs and Records Managerrent Page 135 of id4
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ENERGY CONSERVATION REQUIREMENTS
Contractor agrees to comply with mandatory standards and policies relating to energy efficiency
which are contained in the State energy conservation plans issued under the Energy Policy and
Conservation Act, as amended, 42 U.S.C. Sections 6321 et seq. and 41 CFR Part 301-10.
FEDERAL CHANGES
Contractor shall at all times comply with all applicable FTA regulations, policies, procedures and
directives, listed directly or by reference in the Contract between Public Agency and the FTA,
and those applicable regulatory and procedural updates that are communicated to Contractor by
Public Agency, as they may be amended or promulgated from time to time during the term of
this contract. Contractor's failure to so comply shall constitute a material breach of this Contract.
INCORPORATION OF FEDERAL TRANSIT ADMINISTRATION (FTA) TERMS
The provisions include, in part, certain Standard Terms and Conditions required by the U.S.
Department of Transportation (DOT), whether or not expressly set forth in the preceding
Contract provisions. All contractual provisions required by the DOT and applicable to the scope
of a particular Contract awarded to Contractor by a Public Agency as a result of solicitation, as
set forth in the most current FTA Circular 4220.1 F, published February 81h, 2016, are hereby
incorporated by reference. Anything to the contrary herein notwithstanding, all FTA mandated
terms shall be deemed to control in the event of a conflict with other provisions contained in this
Contract. Contractor agrees not to knowingly perform any act, knowingly fail to perform any act,
or refuse to comply with any reasonable public agency requests that would directly cause public
agency to be in violation of the FTA terms and conditions.
NO FEDERAL GOVERNMENT OBLIGATIONS TO THIRD PARTIES
Agency and Contractor acknowledge and agree that, absent the Federal Government's express
written consent and notwithstanding any concurrence by the Federal Government in or approval
of the solicitation or award of the underlying Contract, the Federal Government is not a party to
this Contract and shall not be subject to any obligations or liabilities to agency, Contractor, or
any other party (whether or not a party to that contract) pertaining to any matter resulting from
the underlying Contract.
Contractor agrees to include the above clause in each subcontract financed in whole or in part
with federal assistance provided by the FTA. It is further agreed that the clause shall not be
modified, except to identify the subcontractor who will be subject to its provisions.
:lem:7_1►yi1;I:71IU_1We"_w1i4107►III i+I r_A94ty,I4'klk �
Contractor acknowledges that the provisions of the Program Fraud Civil Remedies Act of 1986,
as amended, 31 U.S.C. §§ 3801 et seq. and U.S. DOT regulations, "Program Fraud Civil
Remedies," 49 CFR Part 31, apply to its actions pertaining to this Contract. Upon execution of
the underlying Contract, Contractor certifies or affirms, to the best of its knowledge, the
truthfulness and accuracy of any statement it has made, it makes, it may make, or causes to me
mcci RequeSt'or Proposal 36-?-2 fer Dacumenu antl Records Management Page 136 of 94Q
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made, pertaining to the underlying Contract or the FTA assisted project for which this Contract
Work is being performed.
In addition to other penalties that may be applicable, Contractor further acknowledges that if it
makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submission, or
certification, the Federal Government reserves the right to impose the penalties of the Program
Fraud Civil Remedies Act of 1986 on Contractor to the extent the Federal Government deems
appropriate.
Contractor also acknowledges that if it makes, or causes to me made, a false, fictitious, or
fraudulent claim, statement, submission, or certification to the Federal Government under a
contract connected with a project that is financed in whole or in part with Federal assistance
originally awarded by FTA under the authority of 49 U.S.C. § 5307, the Government reserves the
right to impose the penalties of 18 U.S.C. § 1001 and 49 U.S.C. § 5307 (n)(1) on the Contractor,
to the extent the Federal Government deems appropriate.
Contractor agrees to include the above clauses in each subcontract financed in whole or in part
with Federal assistance provided by FTA. It is further agreed that the clauses shall not be
modified, except to identify the subcontractor who will be subject to the provisions.
Mccii Request for Proposal 36-22 For Documents and Records Managerrent Page 137
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FEDERAL REQUIRED SIGNATURES
Offeror certifies compliance with all provisions, laws, acts, regulations, etc. as specifically noted
in the pages above. It is further acknowledged that offeror agrees to comply with all federal,
state, and local laws, rules, regulations and ordinances as applicable.
Offeror Donny Barstow
Address 3717 Apalachee Parkway, Suite 201
City/State/Zip
Tallahassee FL 32311
E-SIG
Authorized Signature on 20,
Date October 24, 2022
Barstow
T5 GMT
MCC Request for Proposa] 36-2z for D+ cumenks ano Recerds Management Page 138 of 140
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
ANTITRUST CERTIFICATION STATEMENTS
TEXAS GOVERNMENT CODE § 2155.005
I affirm under penalty of perjury of the laws of the State of Texas that
(1) 1 am duly authorized to execute this contract on my own behalf or on behalf of the company,
corporation, firm, partnership or individual (Company) listed below;
(2) In connection with this bid, neither I nor any representative of the Company has violated any
provision of the Texas Free Enterprise and Antitrust Act, Tex. Bus. & Comm. Code Chapter 15;
(3) In connection with this bid, neither I nor any representative of the Company has violated any
federal antitrust law; and
(4) Neither I nor any representative of the Company has directly or indirectly communicated any
of the contents of this bid to a competitor of the Company or any other company, corporation,
firm, partnership or individual engaged in the same line of business as the Company.
Company Name
Address
City/State/Zip
Telephone Number
Fax Number
Email Address
Printed Name
Title
Authorized Signature
MM, LLC
3717 Apalachee Parkway, Suite 201
Tallahssee, Florida 32311
(850) 701-0725
(850) 564-7496
dwb@mccinnovations.com
Donald Barstow
President and CEO
E-SIG =GMT
rstow
on 20
�1CCi Request Eor Proposaa 3o-22 for D4ouments and Records Management Page 139
f ,tp
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STATE NOTICE ADDENDUM
The National Cooperative Purchasing Alliance (NCPA), on behalf of NCPA and its current and
potential participants to include all county, city, special district, local government, school district,
private K-12 school, higher education institution, state, tribal government, other government
agency, healthcare organization, nonprofit organization and all other Public Agencies located
nationally in all fifty states, issues this Request for Proposal (RFP) to result in a national
contract.
For your reference, the links below include some, but not all, of the entities included in this
proposal:
http://www.usa.gov/Agencies/State and Territories. shtml
https://www.usa.gov/local-governments
.. mcci Request for Proposal 36- 22 r,r Daoimentsand Records Management Page 140 of 14
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
DocuSign Envelope ID: 996F2336-BOB1-4647-A170-97BE7D125771
890 Hillview Court, Suite 300,
Milpitas, CA 95035, USA
Phone: +1 408 457 9777
Fax: +1 408 457 9778
sales@abbyyusa.com
www.abbyy.com
01.11.2022
To whom it may concern,
Please note that MCCI, is a certified Abbyy Elite Partner in good standing. MCCI is fully certified and
authorized to sell and support the ABBYY product line.
Sincerely,
DocuSigned by:
C9AD4DF5557B455...
November 1, 2022
DocuSign Envelope ID: 645E355B-0017-49DD-AD49-96DF9F3E3A1B
0
OneSpan
Re: Confirmation of OneSpan Authorized Reseller Status
November 14, 2022
Illinois
To whom It May Concern,
We confirm that MCCi, LLC, located at 3717
32311 is an authorized OneSpan reseller in
Exclusive Reseller Agreement, executed bet`
("Reseller Agreement").
Chicago,
Apalachee Parkway, Suite 201 Tallahassee, FL
:he territory of North America under a Non-
ieen Raya and OneSpan on June 5th, 2020
OneSpan agrees that MCCi, LLC presents the OneSpan commercial offer, enters into business
negotiations, and to signs a contract for its own account in response to any Requests for
Proposals or Information (RFPs or RFIs) within the cited territory, for the OneSpan hardware
and software products as well as Professional Services, that OneSpan develops and supplies.
The above activities of MCCi, LLC are subject to the terms and conditions of the Reseller
Agreement.
This confirmation is issued upon request of Raya in order to confirm MCCi, LLC status as
reseller only. It may not be used for any other purpose, such as claims or legal proceedings
against OneSpan and no third -party rights can be derived from it by any other person or entity.
Sincerely,
Clara Lee
Channel Manager North America
Clara.lee(& onespan. com
0
OneSpan
OneSpan Middle East FZE
Dubai Silicon Oasis HQ Building, B Wing,
Office B609 P.O.Box: 341093, Dubai
United Arab Emirates
