Contract 2019-39A AGREEMENT FOR
DOCUMENTS AND RECORDS MANAGEMENT
THIS AGREEMENT, is made and entered into this ag'day of a
2019, by and between the CITY OF CLERMONT, FLORIDA, a munic pal 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: 1958A
Commonwealth Lane, Tallahassee, FL 32303, (hereinafter referred to as
"CONTRACTOR").
WHEREAS, the National Cooperative Purchasing Alliance (NCPA) through the public
procurement process awarded an Agreement for documents and records management
services, National Cooperative Purchasing Alliance(NCPA) Contract Number RFP01-18;
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 National Cooperative Purchasing Alliance(NCPA)Contract Number
RFP01-18;
WITNESSETH: That the parties hereto, for the consideration hereinafter set forth,
mutually agree as follows:
ARTICLE I— SCOPE OF WORK
The CONTRACTOR shall furnish documents and records management services as
described in the National Cooperative Purchasing Alliance (NCPA) Contract Number
RFP01-18, which is attached hereto and incorporated herein as Exhibit "A" and shall do
everything required by this Agreement and the other Agreement Documents contained in
the specifications, which are a part of these Documents. Provided, however, that nothing
herein shall require CITY to purchase or acquire any items or services from
CONTRACTOR. 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.
ARTICLE II —THE CONTRACT SUM
CITY shall pay CONTRACTOR,for the faithful performance of the Agreement as set forth
in the Agreement documents and the Unit Price Schedule as set forth in Exhibit `B',
attached hereto and incorporated herein.
ARTICLE III—TERM AND TERMINATION
1. This Agreement is to become effective upon execution by both parties,and shall
remain in effect until April 30, 2021, unless terminated or renewed as provided
by the National Cooperative Purchasing Alliance(NCPA).
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2. Notwithstanding any other provision of this Agreement, CITY may, upon
written notice to CONTRACTOR, terminate this Agreement if: a) without
cause and for convenience upon thirty (30) days written notice to
CONTRACTOR b) CONTRACTOR is adjudged to be bankrupt; c)
CONTRACTOR makes a general 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 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.
3. Upon mutual Agreement of the parties,this Agreement may be renewed for two
(2) additional year term.
ARTICLE IV—COMMENCEMENT AND COMPLETION OF WORK
The CONTRACTOR shall provide all items in the timeframe as set forth in the applicable
purchase order or notice to proceed.
ARTICLE V—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 to CITY as set forth in the applicable purchase order. CITY shall make payment
to the CONTRACTOR for all accepted and undisputed services provided, within thirty
(30) calendar days of receipt of the invoice.
ARTICLE VI —DISPUTE RESOLUTION - MEDIATION
1. 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.
2. The CITY and CONTRACTOR shall endeavor to resolve claims, disputes and
other matters in question between them by mediation.
3. 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.
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ARTICLE VII— INSURANCE AND INDEMNIFICATION RIDER
1. Worker's Compensation Insurance - The CONTRACTOR shall take out
and maintain during the life of this Agreement Worker's Compensation Insurance for all
his 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 latter's 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.
2. CONTRACTOR's Public Liability and Property Damage Insurance - The
Contactor shall take out and maintain during the life of this Agreement Comprehensive
General Liability and Comprehensive 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 minimum limits as follows:
(a) CONTRACTOR's Comprehensive General, $500,000 Each
($500,000 aggregate)
Liability Coverages, Bodily Injury Occurrence, & Property Damage
Combined Single Limit
(b) Automobile Liability Coverages, $500,000 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.
3. SubCONTRACTOR's Public Liability and Property Damage
Insurance-The CONTRACTOR shall require each of his subCONTRACTORs to procure
and maintain during the life of this subcontract, insurance of the type specified above or
insure the activities of his subCONTRACTORs in his policy, as specified above.
4. Indemnification Rider
(a) To cover to the fullest extent permitted by law, the CONTRACTOR
shall indemnify and hold harmless the CITY and its agents and
employees from and against all claims, damages, losses and expenses,
including but not limited to attorney's fees, arising out of or resulting
from the 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
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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 it is 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.
(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.
(c) The CONTRACTOR hereby acknowledges receipt of ten dollars and
other good and valuable consideration from the CITY for the
indemnification provided herein.
ARTICLE VIII —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.
CONTRACTOR: MCCI, LLC.
1958A Commonwealth Lane
Tallahassee, FL 32303
Attn: Donny Barstow, President
CITY: City of Clermont
Attn: Darren Gray, City Manager
685 W. Montrose Street
Clermont, FL 34711
ARTICLE IX—MISCELLANEOUS
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.
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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.
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.
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.
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.
6. Assignment. Except in the event of 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.
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.
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. 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.
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(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.
ARTICLE X—AGREEMENT DOCUMENTS
The Agreement Documents,as listed below are herein made fully a part of this Agreement
as if herein repeated.
Document Precedence:
1. This Agreement
2. Purchase Order/Notice to Proceed
3. All documents contained in the National Cooperative Purchasing Alliance(NCPA)
Contract Number RFP01-18.
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement on
this a 8 day oft 2019.
C./
lermont
./Il1 ► .1
D;i e !7, City anager
Attest:
•
Tracy Ackroyd owe, City Clerk
MCCI, 1 .
L
By: d
(Name Printed or Typed) ,, rpar;to,J
?cesi t
Title
Attest:
Corporate Secretary
(Name Printed or Typed)
7
EXHIBIT A
ti. 67 Region XIV Education Service Center
1)41
+ 1850 Highway 35i
Abilene, TX 79601-475(
325-675-8600
SERV
FAX 325-675-8659
Monday, April 2"d, 2018
MCCi, LLC
ATTN: Donny Barstow
1958A Commonwealth Lane
Tallahassee, FL 32303
Dear Donny:
Region XIV Education Service Center is happy to announce that MCCi, LLC has been
awarded a NCPA contract for Documents and Records Management based on the
proposal submitted to Region XIV ESC.
The contract is effective immediately and will expire on April 30th, 2021. The
contract can then be renewed annually for an additional two years, if mutually
agreed on by Region XIV ESC and MCCi, LLC.
We look forward to a long and successful partnership underneath this contract.
If you have any questions or concerns, feel free to contact me at 325-675-8600.
Sincer Iy,
Ronnie Kincaid
Region XIV, Executive Director
Response to Request for Proposal
For
Documents and Records Management
RFP# 01-18
Submitted to:
National Cooperative Purchasing Alliance
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410
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Submission Date:
Tuesday, March 20th, 2018
2:00 PM CST
Submitted By:
I*'ICCI
Tab 1- Master Agreement General Terms and Conditions
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.
• Assignment of Contract
i No assignment of contract may be made without the prior written approval of Region 14
ESC. Awarded vendor is required to notify Region 14 ESC when any material change in
operation is made.
• 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 annually for an additional two(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.
MCCI I Page 2 of 80
• Tax Exempt Status
• Since this is a national contract,knowing the tax laws in each state is the sole responsibility
of the vendor.
• 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
i 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 he 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
• Proposals should address each of the following:
• 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
• 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.
MCC' I Page 3 of 80
• Franchise Tax
• The respondent hereby certifies that he/she is not currently delinquent in the payment of
any franchise taxes.
• Supplemental Agreements
i 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
i 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
i 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
MCCI I Page 4 of 80
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 of any kind of government of the
United States or any civil or military authority;insurrections;riots;epidemics;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.
• Miscellaneous
: 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).
i 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 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. Regionl4 ESC assumes no responsibility for asserting legal
arguments on behalf of any vendor. Respondent arc 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.
MCCi Page 5 of 80
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 he 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.
: 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.
• Products and Services additions
Products and Services may be added to the resulting contract during the term of the
contract by written amendment,to the extent that those products and 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.
• 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
: The estimated dollar volume of Products and Services purchased under the proposed
Master Agreement is$2 million dollars annually. This estimate is based on the anticipated
volume of Region 14 ESC and current sales within the NCPA program. There is no
guarantee or commitment of any kind regarding usage of any contracts resulting from this
solicitation
MCCI I Page 6 of 80
• 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.
• 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
Y 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 respondents 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.
• 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.
MCCi I Page 7 of 80
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.
Y Past Cooperative Program Performance
Y Quantity of line items available that are commonly purchased by the entity.
: Quality of line items available compared to normal participating entity standards.
• References(15 points)
• A minimum of ten(10)customer references for product and/or services of similar scope
dating within past 3 years
• Technology for Supporting the Program(10 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
• Value Added Services Description,Products and/or Services(10 points)
'. Marketing and Training
• Minority and Women Business Enterprise(MWBE)and(HUB)Participation
Customer Service
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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
Company name MCCi, LLC.
Address 1958A Commonwealth Lane
City/State/Zip Tallahassee,FL 32303
Telephone No. (850)701-0725
Fax No. (850)564-7496
Email address dwb@mccinnovations.com
Printed name Donny Barstow
Position with company President
Authorized signature .t/'"r1 ' —.��—
MCCI I Page 9 of 80
Tab 2- NCPA Administration Agreement
Tab 2 - NCPA Administration Agreement
This Administration Agreement is made as of April 2, 2018 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 April 2, 2018 ,
referenced as Contract Number 11-26 ,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 Documents 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 Tab 1 and incorporated herein by reference as
though fully set forth herein,and the terms and conditions contained therein shall apply to
this Agreement except as expressly changed or modified by this 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 Agreement including,but not limited
to,the Vendor's obligation to provide appropriate insurance and certain indemnifications
to Region 14 ESC.
Vendor 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 Vendor 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 Public 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 Vendor.Region 14 ESC,or such Public
Agency.(b)shall not be obligated,liable or responsible(i)for any orders made by Region
MCCI I Page 10 of 80
14 ESC,any Public Agency or any employee of Region 14 ESC or Public Agency under the
Master Agreement,or(ii)for any payments required to he made with respect to such
order,and(c)shall not be obligated,liable or responsible for any failure by the Public
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 Public Agency,or any employee of Region 14 ESC or
Public Agency under this Agreement or the Master Agreement.
• The Public Agency participating in the NCPA contract and 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 Public Agency and Vendor.NCPA,its agents,members and
employees shall not be made party to any claim for breach of such agreement.
• 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 termination of this Agreement and all indemnifications afforded by Vendor to NCI'A
shall survive the term of this Agreement.
• Fees and Reporting
.. The awarded vendor shall electronically provide NCPA with a detailed monthly or
quarterly report showing the dollar volume of all sales under the contract for the previous
month or quarter. Reports shall be sent via e-mail to NCPA offices at reporting@ncpa.us.
Reports are due on the fifteenth(1St")day after the close of the previous month or 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 Administrative Fee
0-$30,000,000 2%
$30,000,001 -$50,000,000 1.5%
$50,000,001+ 1%
MCCI I Page 11 of 80
• 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 underreporting 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 he
obligated to reimburse NCPA's costs and expenses for such audit.
General Provisions
% This 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 Agreement which is
not contained herein shall be valid or binding.
Awarded vendor 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 contract by awarded vendor must have prior approval from NCPA.
• If any action at law or in equity is brought to enforce or interpret the provisions of this
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 maybe entitled.
• Neither this Agreement nor any rights or obligations hereunder shall he assignable by
Vendor without prior written consent of NCPA. Any assignment without such consent will
be void.
• This 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
All written communications given hereunder shall be delivered to the addresses as set
forth below.
National Cooperative Purchasing Alliance: Vendor: MCC!, LLC.
Name: Matthew Macke! Name: Donny Barstow
Title: Director, Business Development Title: President
Address: PO Box 701273 Address: 1958A Commonwealth Lane
Houston, TX 77270 allahasseeery FL 32303
Signature: Signature: 64.•1-e• -
c1
Date: April 2,2018 Date: 3/15/2018
MCCi I Page 12 of 80
Tab 3- Vendor Questionnaire
Tab 3 - Vendor Questionnaire
Please provide responses to the following questions that address your company's operations,
organization,structure,and processes for providing products and services.
• States Covered
' Bidder must indicate any and all states where products and services can be offered.
Please indicate the price co-efficient for each state if it varies.
E]SO States&District of Columbia(Selecting this box is equal to checking all boxes below)
❑Alabama ❑Maryland ❑South Carolina
❑Alaska 0 Massachusetts 0 South Dakota
❑Arizona ❑Michigan ❑Tennessee
❑Arkansas ❑Minnesota 0 Texas
❑Calilornia 0 Mississippi ❑Utah
0 Colorado ❑Missouri 0 Vermont
❑Connecticut ❑Montana ❑Virginia
❑Delaware ❑Nebraska ❑Washington
0 District of Columbia ❑Nevada ❑West Virginia
0 Florida ❑New Hampshire ❑Wisconsin
❑Georgia ❑New Jersey ❑Wyoming
❑Hawaii ❑New Mexico
❑Idaho ❑New York
❑Illinois ❑North Carolina
❑Indiana 0 North Dakota
❑Iowa ❑Ohio
❑Kansas ❑Oklahoma
❑Kentucky ❑Oregon
❑Louisiana ❑Pennsylvania
❑Maine ❑Rhode Island
MCCI I Page 13 of 80
❑ All US Territories and Outlying Areas(Selecting this box is equal to checking all boxes below)
❑American Somoa ❑Northern Marina Islands
❑Federated States of Micronesia ❑Puerto Rico
❑Guam ❑U.S.Virgin Islands
❑Midway Islands
• 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
• Respondent Certifies that this firm is a M/WBE ❑
• Historically Underutilized Business
• Respondent Certifies that this firm is a HUB ❑
• Residency
Responding Company's principal place of business is in the city of Tallahassee
State of FL
• Felony Conviction Notice
Please Check Applicable Box;
❑ A publically held corporation;therefore,this reporting requirement is not applicable.
L] 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
▪ If the 3"box is checked,a detailed explanation of the names and convictions must be
attached.
• 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
nValue-added reseller ❑ Other:
• Processing Information
Provide company contact information for the following:
• Sales Reports/Accounts Payable
Contact Person: Lindsey Thomas
Title: Controller
Company: MCCi,LLC.
Address: PO Box 2235
City: Tallahassee State: FL
Zip: 32316
Phone: (850)701-0725 Email: finance@mccinnovations.com
MCCI I Page 14 of 80
• Purchase Orders
Contact Person: Same as above
Title:
Company:
Address:
City: State: Zip:
Phone: Email:
• Sales and Marketing •
Contact Person: Bonnie Hutchinson
Title: Marketing Director
Company: MCCi, LLC.
Address: PO Box 2235
City: Tallahassee State: FL Zip: 3316
Phone: (850)701-0725 Email: info@mccinnovations.com
• Pricing Information
i- 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.
EN Yes ❑ No
Pricing submitted includes the required NCPA administrative fee. The NCPA fee is
calculated based on the invoice price to the customer.
Yes ❑ No
Vendor will provide additional discounts for purchase of a guaranteed quantity.
Yes ❑ No
MCCI I Page 15 of 80
Tab 4- Vendor Profile
Company's official registered name
MCCi, LLC.
Brief history of your company, including the year it was established.
Company History
MCCi, has been providing Enterprise Content Management Solutions to its clients since
1998. In 1998, Municipal Code Corporation (MCC) created a document imaging division,
which subsequently evolved into MCCi in the summer of 2003. This allowed MCCi to provide
its customers with a higher level of service, but still benefit from the stability and credibility
of MCC. With a client base of over 740 Laserfiche clients and satellite offices across the
country, we are striving to be the leading Enterprise Content Management provider in the
United States. MCCi has been the #1 Laserfiche VAR in the world the last 10 years and is a
Laserfiche Platinum VAR.
Company's Dun and Bradstreet number.
557446916
Company's organizational chart of those individuals that would be involved in the contract.
MCCi Organizational Chart
2018
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MCCi brings a dedicated staff of employees focused specifically on providing our clients with
the most reliable solutions available. MCCi currently employs a total of 73 employees. The
following are key personnel that would be associated with the project and their
qualifications.
Donny Barstow, President& CEO
MCCI I Page 17 of 80
Donny is President of the company and has been with MCCi since 2000.
• Key Responsibilities
Upper-Level Decision Making
Enterprise Level Client Consultation
Research & Product Development
Educational Speaker
• Experience & Skills
13 years of experience in working with government agencies
11 years of experience in upper-level management
• Education/Certifications
Bachelor of Science in Management Information Systems from Florida State
University
Master of Business Administration from University of Florida
Traci Small, Vice President of Sales
Traci is Vice President of Sales and has been with MCCi since 2017.
• Key Responsibilities
Upper-Level Decision Making
Enterprise Level Client Consultation
Sales Management & Education
Align Market Strategy & Client Needs
• Experience & Skills
25+ years of experience in technology sales
25+ years of experience with the public sector & private industries
5 years in global sales training & operations
• Education/Certifications
Bachelor of Science in Psychology from Florida State University
Victor D'Aurio, Chief Operating Officer
Victor is Vice President of Operations and has been with MCCi since 2015.
Key Responsibilities
Day-to-day operational \Management
Strategic Planning
Overall Productivity and Efficiency
• Experience & Skills
10+ years in upper-level management
10+ years managing large teams and projects
10+ years of experience working with government agencies
Bachelor of Science in Management & Marketing from Florida State University
Gareth Cales, Vice President of Technology Innovation
Gareth Cales has been with MCCi since 2011 and currently serves as the Vice President of
Technology Innovation. Gareth specializes in enterprise system architecture,
implementation and training.
• Key Responsibilities
Manages project workload and pre-sales efforts
Assists in Securing Business for MCCi
Manages Quality and Quantity of Professional Services that MCCi Delivers
Throughout the Year
Enterprise Deployments
Software Installation & Training
Line-of-Business Application Integration
Business Process Analysis
• Experience & Skills
12 years of experience in Information Technology fields
4 years of experience in Technical Support
6 years of experience managing projects
• Education/Certifications
CompTIA Certified Document Imaging Architect (CDIA+) Certified
MCCI I Page 18 of 80
Laserfiche Gold Certified
Alexis Blue, Business Development Leader
Alexis has been with MCCi since 2005 and currently serves as Sales Director
• Key Responsibilities
Enterprise-Level Client Consultation
Conducting Product Demonstrations via the Web
Managing Existing Customer Accounts
Performing Mass Webinars for Current Accounts
• Experience & Skills
7 years of Enterprise Content Management and Records Management practices
experience Over 7 years of experience in working with municipal governments
• Education / Certifications:
Bachelor of Science in Management and Multinational Business from Florida State
University
Certified Document Imaging Architect (CDIA+) Certification
Christie Davis, HR &Admin Director
Christie has been with MCCi since 1999 and currently serves as the HR & Admin Director for
the company.
• Key Responsibilities
Employee Onboarding
Improve Operational Systems, Processes and Policies
Assist in Annual Budget and Planning Processes
Oversee Financial and Billing Processes
Promote a Positive Work Environment
• Experience & Skills
14 years of experience in working with municipal governments
9 years of experience in management
• Education / Certifications:
Bachelor of Science in Human Sciences from Florida State University
Derick Proulx, IT Manager
Derick has been with MCCi since 2011 and currently leads the following departments:
Support, Managed Services, and internal IT. Derick is responsible for ensuring timely and
quality responses for all MCCi clients.
• Key Responsibilities
o Manages Internal Systems (including CRM and Laserfiche, among others)
o Primary Contact that Works with Municode's IT Department on matters
related to MCCi's Hardware Infrastructure
o Providing Leadership for the Support Technicians and Managed Services
Technicians and Acting as MCCi Escalation Resource for All Client Support
Issues
o Monitor the Volume of Support Calls and Verify that Clients are Receiving the
Highest Level of Customer Service
• Experience & Skills
o Over 15 years of desktop and application support
o Over 10 years of Document Management Experience
o Responsive customer support and communication
• Education/Certifications
o Associate of Science in Computer Networking & End User Support
o Certified Document Imaging Architect (CDIA+) Certification
o HIPAA Privacy & Security Awareness
o C]IS Security & Awareness
o Laserfiche Gold Certification
Certified Laserfiche Administrator I, Laserfiche Troubleshooting Specialist, & Capture
II: Quick Fields Certification
MCCi I Page 19 of 80
Michael Widner, Lead Solution Developer
Michael has been with MCCi since 2004 and currently serves as the Lead Solution Developer
for the company.
• Key Responsibilities
Product Development
Software Development & Customizations
Software Installation & Training
Project Management
Data Conversion
Customer Technical Support
• Experience & Skills
14 years in the information technology field and technical support roles
6 years in Project Management
9 years of experience in software development
• Education/Certifications
Bachelor of Science in Computer Information Science from University of West Florida
Certified Laserfiche Integrator
Justin Atwell, Director of Professional Services
Justin has been with MCCi since 2015 and currently serves as a Project Manager and
Installation and Training Technician.
• Key Responsibilities
Project Management
Software Installation and Training
Technical Support
Business Process Analysis and Design
• Experience & Skills
3 years of experience in software project implementation
2 years of experience in Project Management
Less than 1 year of experience with Laserfiche software
• Education/Certifications
Bachelor of Science in Marketing from University of Indianapolis
Certified Laserfiche Administrator I, Laserfiche Specialist, Repository Architect, Capture I,
Capture II
Rigo Ruiz, Senior Project Manager
Rigo has been with MCCi since 2006 and currently serves as a Project Manager and
Installation and Training Technician. He is based in Edinburg, Texas.
• Key Responsibilities
Project Management
Software Installation & Training
Technical Support
• Experience & Skills
16 years of experience in customer support
10 years of experience with Laserfiche software
10 years of experience in working with municipal governments
• Education/Certifications
Bachelor of Science in Mathematics from the University of Texas Pan American
HIPAA Certified
CJIS Certified
Certified Laserfiche Administrator
Bryant Biorn, Project Manager
Bryant has been with MCCi since 2014 and currently serves as a Project Manager and
Installation and Training Technician. He is based in Idaho Falls, Idaho.
• Key Responsibilities
Project Management
Software Installation & Training
Technical Support
MCCI I Page 20 of 80
• Experience & Skills
24 years of experience in Customer Support
14 years of experience with Laserfiche software
14 years of experience in Working with Municipal Governments
Janice Hall, Project Manager
Janice has been with MCCi since 2014 and currently serves as a Project Manager and
Installation and Training Technician. She is based in Corinth, Texas.
• Key Responsibilities
Project Management
Software Installation and Training
Technical Support
Business Process Analysis and Design
• Experience & Skills
12 years of experience in software project implementation
8 years of experience with Laserfiche software
27 years of experience in working in municipal governments
• Education/Certifications
Bachelor of Science in Microbiology from Texas A&M University
Laserfiche CPP Gold Certified (Administration, Capture and Business Process
Management)
Amanda Sommers, Project Manager
Amanda has been with MCCi since 2014 and currently serves as a Project Manager and
Installation and Training Technician. She is based in Winamac, Indiana.
• Key Responsibilities
Project Management
Software Installation & Training
Technical Support
• Experience & Skills
7 years of experience in customer support
3 years of experience with Laserfiche software
3 years of experience in working with municipal governments
2 years of experience working in the commercial division
• Education/Certifications
Bachelor of Science in Management from Purdue University
Certified Laserfiche Administrator
Blake Smith, Project Manager
Blake Smith has been with MCCi since 2016 and currently serves as a Project Manager.
• Key Responsibilities
System Architecture & Design
Software Installation & Training
• Experience & Skills
15 years of experience in Information Technology fields
11 years of experience with the Laserfiche product suite
10 years of experience in Technical Support
5 years of experience managing projects
• Education/Certifications
Associate of Applied Science Degree with a concentration in Web Development
AIIM Enterprise Content Management Practitioner Certified (ECMp)
Laserfiche Gold Certified
Michael Lunn, Project Manager
Michael Lunn has been with MCCi since 2016 and currently serves as a Project Manager.
• Key Responsibilities
System Architecture & Design
Software Installation & Training
• Experience & Skills
MCCI Page 21 of 80
12 years of experience in Information Technology fields
12 years of experience in Technical Support and Project Management
• Education/Certifications
Certified CJIS Security and Awareness
Laserfiche Gold Certified
Russell Haddock, TRMC, Territory Leader
Russell has been with MCCi since 2005 and currently serves as Territory Leader for the
Southwest, including the Texas, Oklahoma, Missouri, Louisiana, Colorado, Kansas, and New
Mexico.
• Key Responsibilities
Managing Account Executives under Assigned Territory
Pre-Client Consultation
Conducting Product Demonstrations
Attending Industry Trade Shows
Managing Existing Customer Accounts
• Experience & Skills
12 Years of experience with Enterprise Content Management and Records
Management practices
12 years of experience in working with municipal governments
• Education/Certifications
Bachelor of Arts in Telecommunications from Baylor University
Texas Registered Municipal Clerk
Logan Di Liello, Territory Leader
Logan has been with MCCi since 2007 and serves as the Territory Leader for Florida.
• Key Responsibilities
Pre-Client Consultation
Conducting Product Demonstrations
Managing Existing Customer Accounts
• Experience and Skills
4 years of business management experience
5 years of experience in Enterprise Content Management and Records Management
practices
10 years of customer service experience
• Education/Certifications
Bachelor of Science in Sport Management from Florida State University
Master of Sport Administration from Florida State University
Certified Document Imaging Architect (CDIA+) Certification
Certified Laserfiche Specialist
Jessica Mathes, Account Executive
Jessica Mathes has been with MCCi since 2016 and currently services as the Account
Executive for the Commercial Sector.
• Key Responsibilities:
New business development and strategic sales growth within the convenience store
and wholesale petroleum verticals
Provide targeted solutions to help customers reduce operating costs by leveraging
technology that automates their business processes
• Experience & Skills
5 years Marketing & Business Development
2 years Outside Sales
Graphic Design
• Education/Certifications
BA in Communication from Purdue University, Minor in Animal Science
Laserfiche Gold Certified Professional
Phillip Miller, Account Executive
MCCi I Page 22 of 80
Phillip currently serves as Account Executive for the West - the states of Washington,
Oregon, California, Idaho, Montana, Wyoming, Colorado, Nevada, Utah, Alaska and Hawaii.
• Key Responsibilities:
Client Consultations
Product Demonstrations
Attending industry events and trade shows
• Phillip has helped match clients with the right technology solutions for over 12 years:
Government and Private Sector
Records Management Departments
Real Estate Management Firms
Accounting Teams for Commercial and Non-Profits
• Education/Certifications:
MBA from Western Governor's University
Mike Beaudreau, Account Executive
Mike has been with MCCi since 2015 and serves as the Account Executive for the Southeast
(except Florida) and Northeast Regions.
• Key Responsibilities
Pre-Client Consultation
Conducting Product Demonstrations
Managing Existing Customer Accounts
• Experience and Skills
8 years of elected public service in local government
16 years of experience in Office Equipment, Enterprise Content Management and
Records Management practices
18 years of customer service experience
• Education/Certifications
Bachelor of Arts in Political Science and Business Administration from Clemson
University
Additional Course studies completed at Georgetown University
Certified Document Imaging Architect (CDIA+) Certification
Evan Gold, Account Executive
Evan Gold has been with MCCi since 2016 and serves as the Account Executive for the
Midwest Region.
• Key Responsibilities
Provide Proactive Support
Pre-Client Consultation
Conducting Product Demonstrations via the Web
Managing Existing Customer Accounts
Performing Mass Webinars for Current Accounts
• Experience & Skills
5 years of experience in B2B sales
5 years of experience in territory management
• Education/Certifications
Bachelor of Science in Sport Management from Ohio University
Minor in Business Administration
Laserfiche Gold Certified
Cassie Shores, Director of Account Management
Cassie Shores has been the MCCi Director of Account Management since 2016.
• Key Responsibilities:
Manage account management team to ensure all client needs are met
Provide Proactive Support
Pre-Client Consultation
Conducting Product Demonstrations via the Web
Managing Existing Customer Accounts
Performing Mass Webinars for Current Accounts
• Experience & Skills
MCCI I Page 23 of 80
5 years of experience in B2B software sales
5 years of experience in territory management
• Education/Certifications
Bachelor of Arts in Communication from Florida State University
Minor in Business Administration
Bonnie Hutchinson, Marketing Director
Bonnie has been with MCCi since 2013.
• Key Responsibilities
Identifies and implements marketing campaigns
Coordinates onsite and online events for prospective and current clients
Manages communication of newsletters, social media and website content
• Experience & Skills
10 years of communications, marketing and public relations for small business and
non-profit
• Education/Certifications
Certified Event Consultant
David Letson, Training Director
David has been with MCCi since 2011 and currently serves as Training Director; David is
based in MCCi's home office in Tallahassee, FL.
• Key Responsibilities
Managing Training Department
Onsite Training
Online Training Center
• Experience & Skills
17 years of IT experience
15 years of experience with Software Training
12 years of experience in Project Management
• Education/Certifications
Bachelor of Science in Business Administration from Mississippi State University
HIPAA Certified
Laserfiche Certified Professional
Corporate office location- 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 email
address.
MCCi Home Office- Tallahassee, FL
Donny Barstow, President & CEO
Victor D'Aurio, COO
Traci Small, VP of Sales
Christie Davis, HR & Admin Director
Justin Atwell, Director of Professional Services
Derick Prolux, IT Manager
Michael Widner, Lead Solution Developer
Logan Di Liello, Account Territory Leader
Cassie Shores, Director of Account Management
Bonnie Hutchinson, Director of Marketing
David Letson, Training Director
Michael Lunn, Project Manager
Jacksonville, FL Offices
Gareth Cales, VP of Technology Innovations
Alexis Blue, Business Development Leader
Texas Offices
Russell Haddock, Account Territory Leader
David Bible, Account Executive
MCCi I Page 24 of 80
Janice Hall, Project Manager
Levi Johnson, Project Manager
Rigo Ruiz, Project Manager
Georgia Office
Mike Beaudreau, Account Executive
Idaho Offices
Phillip Miller, Account Executive
Bryant Biorn, Project Manager
Annie Lloyd, Project Manager
Blake Smith, Project Manager
Indiana Office
Amanda Sommers, Project Manager
Kentucky Office
Jessica Mathes, Account Executive
Nevada Office
Jessica Smith, Project Manager
Ohio Office
Evan Gold, Account Executive
Tennessee Office
Bruce Avilla, Account Executive
*Please note- additional contact information will be provided upon request.
Define your standard terms of payment.
MCCi utilizes a standard net 30 payment terms policy. Billing terms and milestones are
based on the specific project and deliverables.
All Net New Orders:
MCCi will invoice one hundred percent (100%) of the software and support upon delivery of
software. If services are included, the balance of the total project will be invoiced upon
completion of the proposed professional services, which may be broken up based on the
completion date of specific services. Sales tax will be included where applicable. Payment
will be due upon receipt of an invoice.
Laserfiche software and help files are provided electronically. Hard copy manuals or
software are available upon request, for a $50 additional charge.
To ensure you are budgeting correctly for future renewals, please add the amount listed in
the budgetary note above to your current budgeted renewal amount.
All Add On Orders:
MCCi will invoice one hundred percent (100%) of the software and support upon delivery of
software. If services are included, the balance of the total project will be invoiced upon
completion of the proposed professional services, which may be broken up based on the
completion date of specific services. Sales tax will be included where applicable. Payment
will be due upon receipt of an invoice.
Laserfiche software and help files are provided electronically. Hard copy manuals or
software are available upon request, for a $50 additional charge.
MCCi I Page 25 of 80
Note: MCCi will prorate the support of this additional software to be congruent with your
current Laserfiche system's annual support(LSAP) dates, the purpose of which is to align all
software with one support date so maintenance of your account is simple. MCCi will bill for
the actual amount of support, which may be higher or lower than quoted. To ensure you are
budgeting correctly for future renewals, please add the amount listed in the budgetary note
above to your current budgeted renewal amount.
All Scanning Orders:
MCCi will invoice project on a monthly schedule, based on deliverables (via Electronic media
or the internet). Payment is due upon receipt of an invoice.
All JustFOIA Orders:
MCCi will invoice one hundred percent (100%) of the subscription amount upon providing
the Client online access to the JustFOIA service. Balance of total project will be invoiced
upon completion of the proposed professional services. Sales tax will be included where
applicable. Payment will be due upon receipt of an invoice. Client's annual subscription
renewal date is set based on thirty days after contract is received.
Who is your competition in the marketplace?
MCCi is focused on providing Enterprise solutions to help government agencies go
paperless. We do run into competition that handles similar solutions, however most are
lacking the government experience we provide. Our competition includes:
• Other Document Management companies
• Customized Agenda Management solutions
What differentiates your company from competitors?
MCCi is focused on providing a complete solution for clients to help them with their
Document & Records Management needs. MCCi has many differentiators including:
• Largest Laserfiche Provider - MCCi, a subsidiary of Municipal Code Corporation
(The nation's leading codifier for local government), has been providing Electronic
MCCI I Page 26 of 80
Records Management Solutions to its clients since 1998.,For the past ten years,
MCCi was ranked as the #1 Laserfiche VAR in the United States.
• Government Focus- MCCi was created by Municipal Code Corporation to focus on
innovative technologies for Government. MCCi provides Document & Records
Management services to more than 500 government entities including Cities,
Counties, State Agencies, Special Districts, Schools, Higher Education, and more.
• Professional Certifications - MCCi's staff is well-trained and holds multiple
certifications in security, HIPPA, CDIA+ and more to give you the peace of mind
that we are simply the best at what we do. Our staff is also Laserfiche Gold
Certified, meaning we have passed the Laserfiche CPP courses required for this
certification.
• Specialization in Enterprise Solutions- Our Project Managers provide
implementation and training services to help make your solution an Enterprise-
wide deployment. We work with you on your initial project plan knowing that one
day Laserfiche will be used across the entire organization. This methodology helps
you plan to meet this goal in your time frame whether it be an immediate
objective or part of a multi-year plan.
• Dedicated Project Management- Our Project Managers are highly trained in the
areas of implementation, Workflow processes, integrations, and more to help your
organization implement a well thought out Enterprise system based on your
organization's needs. They are Laserfiche gold certified and also hold other
professional certifications to maintain a high knowledge level of our client's
business processes.
• Dedicated Support - Once your project is complete, you will have access to our
support staff for trouble shooting & supporting your Laserfiche system. Our staff
can be easily reached through email, phone or our online support center.
Sales &Account Management team - You will have a dedicated team of an
Account Executive and Account Manager that you can directly contact. They will
also proactively contact you to ensure satisfaction, provide additional information
on your products, and conduct web & regional events on continuing education
topics.
• Training Services- Before, during, and after your project, we focus on ensuring the
users are trained on the software and stay up to date on the features available. In
addition to our Training Services, we offer a yearly subscription to our Online
Training Center for Laserfiche to help protect your Laserfiche investment. This
allows all types of users, regardless of their role, to access videos on popular
• topics. This information is updated monthly and will be a continued resource for
your organization.
• Back File Scanning & Conversion Experience- in the event you need to address a
back-file scanning project or have older data from legacy systems to convert, we
have experience in addressing these and integrating them into your Laserfiche
system. We have converted over 30 different applications and migrated the data
to Laserfiche for other clients.
Describe how your company will market this contract if awarded.
MCCi has a marketing department at our home office that is already dedicated to executing
a marketing plan for MCCi products and services. We will take those current strategies and
tactics and apply them to NCPA members. We have a marketing budget allotted, over
$500,000.
A brief description of our marketing plan is described below:
Vertical Focus
In addition to our government focus, we believe focusing on specific verticals within this will
allow us to leverage client successes and allow for an increased number of sales versus just
focusing on government in general. We define our verticals based on areas we have a current
client that has a story to share. The current verticals we focus on are:
• Cities & Counties
• State Agencies
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• Law Enforcement
• Higher Education
• Building & Permitting Departments
• School Districts
• Special Districts
• District Attorney
• Finance Departments
• Elections
• Courts
Events
MCCi sees our most success from our events. We strive to make the most of each event to
maximize the leads earned from each.
Association Conferences
We maximize our conferences by attending all events, providing informational marketing
materials at our booth and securing speaking engagements to allow us to educate the market
on our products and services. We attend over 120 conferences a year. These include
municipal clerks, CIO/IT Directors, school business officials, HR, user groups, and more. For
example, in the state of Texas, we are focused on attending the following conferences:
• Texas Municipal Clerks Association (TMCA)
• Texas Association of Government Information Technology Management
(TAGITM)
• IIMC (National conference of clerks, but has a high presence from the state
of Texas)
• Texas Municipal HR Association
• Texas Municipal League (TML)
• Texas Association of School Business Officials
• College and University Professional Association for Human Resources (CUPA-
HR)
Events
MCCi holds multiple events a year including: User Communities, workshops, webinars and
more. These are a way clients and prospects to come together to network and learn more
about Laserfiche. These educational events facilitate sales as clients learn about new products
and new ways they can use the software. We have found these to be very successful in
retaining our clients and our sales efforts.
Website
We currently maintain a website to draw potential clients and support current clients. We
post our events to this site and focus on strengthening our SEO by using Google Ad Words and
keeping our content fresh and new. We also post all current news from our company and any
published case studies on our site. Our site can be reviewed at www.mccinnovations.com
Case Studies & Press Releases
We work with our clients to document their success in the form of case studies and press
releases. We use these on our website, at conferences, and through email marketing to
continue to spread the word about our products and services.
Describe how you intend to introduce NCPA to your company.
If MCCi is chosen as a vendor, we will focus on educating our staff on the contract in order to
make sure we maximize the use of it in our sales process. This will become a resource for us
to educate prospective clients on as they approach the buying phase in the sales process. We
will:
• Conduct an educational session for our staff
• Create documentation that can be easily forwarded along to prospective
clients that includes all the pertinent information, so they can easily utilize
the contract
• Educate prospective clients on the process
• Include NCPA staff as we can to help educate our team
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Describe your firm's capabilities and functionality of your online catalog/ordering website.
MCCi currently has a website that provides information on our products and services as well as contact
information to help ensure prospective clients can get in touch with us easily. In addition to
our website, we will create a landing page that includes all pertinent information and
discounts for easy viewing similar to how other vendors have their information provided
with NCPA now. Due to the complexity of our solutions, we cannot offer "online ordering"
but we can list our products, services, discounts, and contact information to help
prospective buyers easily navigate to the pertinent information and contact us for further
information.
Describe your company's Customer Service Department (hours of operation, number of
service centers, etc.)
MCCi Technical support hours are Monday through Friday, 8:00 a.m. to 8:00 p.m., Eastern
Standard Time.
Green Initiatives
MCCi is very unique in the green initiative we have adopted - we are totally paperless, in
every sense of the word. A filing cabinet, a memo board, or even offices piled high with
paper do not exist within our company. Not only are we paperless, we are helping other
organizations across the country become paperless by implementing electronic
records/document management systems enterprise wide since 1998. By focusing our entire
business plan around creating paperless environments country wide, we are helping to
reduce the extreme stress our environment has endured to produce paper century after
century. Since 1998, we have helped over 500 organizations enter into a paperless
environment. Each year, the world produces more than 300 million tons of paper. Two to
four tons of trees are required for each ton of paper produced. This along with the process
for making paper has made this industry one of the largest contributors to greenhouse gas
emissions and accounts for about 25% of all landfill waste. The average office worker uses
over 10,000 sheets of printing and copying paper per year. If each office could cut their
paper use by just 10%, it would help prevent the emission of 1.6 million tons of greenhouse
gases. That is equivalent to taking 280,000 cars off the road! By becoming a paperless
office and implementing paperless solutions in organizations across the country, MCCi is
playing a major role in reducing the negative greenhouse affects paper has imposed on our
planet. The entire company culture has shifted noticeably towards an increased
environmental sensitivity. Unlike many companies and agencies, there are no file cabinets in
MCCi's offices - there are no cluttered desks buried under mountains of paperwork. If
printing is necessary, then the entire company shares one single printer, inconveniently
located down the end of a dimly lit hallway. All visitors to MCCi facilities immediately
comment on the absence of clutter, and a general cheerfulness abounds. Now, our
customers send us their mission-critical documents so that we can scan in and convert them
to digital images making them fully searchable online. The MCCi culture is rubbing off on the
very people we do business with each day.
Vendor Certifications
Our growth and our client's success is widely recognized. Most recently, Inc. Magazine
recognized MCCi as an Inc. 5000 fastest-growing private companies in the United States.
Additional noteworthy recognition includes Top 10 Best Companies to Work, Tallahassee
Chamber Technology Business of the Year, Florida Companies to Watch, and Gator100.
Laserfiche has the following industry awards/recognition:
Gartner
Gartner
Laserfiche was recently named a Challenger in the Gartner Magic Quadrant for Content
Services Platformsl. As one of 19 vendors evaluated, Laserfiche moved into the Challengers
MCCi ! Page 29 of 80
quadrant this year and was recognized based on its completeness of vision and ability to
execute.
Nucleus
Laserfiche has been named a leader in the Nucleus Research ECM Technology Value Matrix
2017 for its functionality, innovation and range of capabilities in response to user needs.
The Value Matrix draws from customer feedback, product demonstrations and conversations
with vendors and users.
"Laserfiche is one of very few ECM vendors with strong, organic annual revenue growth
without mergers or acquisitions," wrote Barbara Peck, Principal Analyst for Nucleus
Research, in the report, citing Laserfiche's annual customer retention rate of nearly 96
percent. "The solution's high rate of usability is due in part to a common code base,
relatively simple customization, field auto-population, rapid deployment, and a robust
mobile application, among other factors.".
Info-Tech
Laserfiche been positioned as a leader in Info-Tech Research Group's Enterprise Content
Management (ECM) Vendor Landscape. "Laserfiche has deep roots in the ECM market and
continues to be a market leader," said the report.
All reports can be downloaded at Laserfiche.com
Other Recent Awards
2017
CRN- 5-Star Partner Program Winner
2015
Winning Workplaces - Best Technology Company
2013
Stevie Awards Best New Business Product- Laserfiche 9
Best in Biz Awards- Best New Enterprise Product of the Year - Silver
Stevie Awards- Company of the Year
CRN- 5-Star Partner Program Winner
Pearl Awards- Best Blog
2010
Business Solutions Awards- Best Channel Vendor - ECM & Data Capture Software
MCCi Awards:
Inc 5000 Fastest Growing Companies in the US
Best Companies to Work - 3 consecutive years
Seminole100 Fastest Growing Companies owned by FSU Alumni
Gator100 Fastest Growing Companies owned by UF Alumni
Microsoft Gold Partner
2014 Florida Companies to Watch
2015 Laserfiche Platinum VAR
MCCi can conduct business in all states. Please see our letter from Laserfiche regarding our
ability to conduct business nationwide. Any additional documentation can be provided upon
request.
• Laserfiche Gold Certified reseller
• Microsoft Gold Certification
• Laserfiche Gold Reseller
• Laserfiche Winner Circle VAR the last 10 years
• Top Laserfiche reseller the last 8 years
MCCI I Page 30 of 80
Tab 5- Products and Services
LASERFICHE DEFINITIONS
LASERFICHE WORKFLOW
Automates business processes, such as approvals, routing based on conditions, or database
integrations, improving consistency with how records are filed in Laserfiche.
LASERFICHE SNAPSHOT
Print directly into Laserfiche, capturing a "snapshot" of the electronic file at the time. These
files are saved in TIFF format, an unalterable image.
LASERFICHE EMAIL PLUG-IN
Allows instant electronic document distribution via standard MAPI-compliant e-mail
applications. This feature is included in every Full User and Retrieval User license.
LASERFICHE WEB ACCESS
A web-based thin client, offering virtually all document management capabilities of the
standard Laserfiche interface. Web Access allows your IT staff to roll out high-volume
Laserfiche access and version updates without increasing your organization's application
support burden. Web Access also includes access to Laserfiche Mobile and the Laserfiche
SharePoint Integration resources.
LASERFICHE SHAREPOINT INTEGRATION
The SharePoint Integration (SPI) is built on the power of Laserfiche Web Access, a Section
508-compliant thin client that reduces installation, support, and maintenance requirements.
The integration requires an on-premise installation of SharePoint.
LASERFICHE MOBILE/WEB ACCESS LIGHT
Let's organizations access the features of the Laserfiche Client through a smartphone or
tablet. They can remotely capture, edit, and search for documents, interact with Laserfiche
Forms and start/participate in a business process. Mobile is available for iOS, Windows, and
Android devices. Laserfiche Web Access or Laserfiche Forms is required for any/all mobile
access options.
LASERFICHE DIGITAL SIGNATURES
A way of indicating that a document signature is authentic and has not been modified since
the signature was applied. Allows users to automatically sign and validate documents
directly in the Laserfiche Client or Laserfiche Web Access.
LASERFICHE AUDIT TRAIL MODULES
• Starter Edition: Tracks basic events that occur in the repository and that involve
accessing, modifying, or exporting data. Basic events include creating, editing, printing,
or deleting documents, creating annotations, and assigning metadata.
• Standard Edition: Builds on the Starter Edition by tracking additional security/access-
related events, and unsuccessful attempts to perform actions, such as failed attempts to
access or print documents.
• Advanced Edition: All the functionality of the other two editions, and tracks more events
including password changes, creation or modification of users and groups, and changes
to repository-wide settings. It can also track all searches users perform, require users to
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enter reasons for performing certain actions, and automatically add watermarks to
printed documents.
LASERFICHE SCANCONNECTTM
A collection of ISIS scanner drivers is included with Laserfiche ScanConnect. ScanConnect
can be purchased as an add-on to both Laserfiche scanning and Quick Fields.
LASERFICHE FORMS
Laserfiche Forms allows organizations to create electronic fillable forms for collection and
processing information. See the Laserfiche Licensing Guide for licensing options and
descriptions.
Laserfiche Forms has flexible design options to meet your organization's needs. You can:
• Create custom forms from a library of field or selection elements.
• Utilize the Business process library includes (10.1+) a digital library of prebuilt form
templates designed for easier process automation deployment
• Automate business processes for form data to follow, such as decision-making, emailing,
or approvals (dynamic behaviors available with CSS and JavaScript).
• Role-based security is included to allow and restrict access to necessary functions for
form submitters, reviewers, approvers, form creators, and system administrators.
Reporting tools allow different views of details on submitted forms such as:
• User view of details about all submitted forms.
• Approver "dashboard" of submissions awaiting approval.
• Administrator views of all submissions by form and approval status.
• Forms can be used internally or externally (with the appropriate licensing). Publication
options include a login to forms system, public URL, secure URL, or embedded into a
webpage.
Feature Forms Forms
Essentials Professional
Business process and form creation functionality* X X
Operational Dashboard X X
View basic reports on process instances, tasks, and process data X X
Teams X X
Direct Approval through Email X X
Database Lookups X
Performance Dashboard X
Enhanced reporting with built-in data aggregation options such as count, X
sum, min, max, average, and median
Create advanced reports with data visualizations including charts and X
graphs
Payment Gateway (Compatible Payment Processor Account Required) X
*Includes>avaScript/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.
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LIMITED USE ACCESS LICENSES
Laserfiche offers limited use and more affordable licensing options for clients in need of only
a subset of modules/features for a particular use case and/or group of users.
RETRIEVAL NAMED USERS
For users in need of read-only repository access. The Laserfiche email plug-in is
included and access is available through the Laserfiche Client or Laserfiche Web
Access.
LASERFICHE FORMS AUTHENTICATED PARTICIPANTS
For users who do not have the need/budget for a Full Named User License/Forms
Professional license but do have the need for authenticated access to submit forms
and participate in forms approval processes. Note: In the Avante platform, a Forms
Authenticated Participant license is required for each Forms Server that the user
needs to submit to, whereas with the RIO platform Laserfiche Directory Services
authentication can be configured/utilized to avoid the need for additional licensing
per user.
SUBSCRIPTION LASERFICHE EMPLOYEE PARTICIPANTS
For employees in need of read-only repository access and the ability to participate in
forms processes.
SUBSCRIPTION LASERFICHE COMMUNITY USERS
For non-employees and non-contractors. Provides read-only repository access and
ability to participate in forms processes (i.e. Vendor Management).
SUBSCRIPTION LASERFICHE EDUCATION COMMUNITY USERS
For accredited educational institutions that meet the requirements listed. Licenses
are reserved for the education community including faculty, students, alumni, and
parents and guardians of students. Faculty includes professors (assistant, adjunct,
associated, tenured), lecturers, and researchers. Provides read-only repository
access and ability to participate in forms processes.
• Educational Institutions: Defined as an accredited school organized and operated
exclusively for educational purposes. An accredited school must be:
• A public or private K-12, vocational school, correspondence school, junior
college, college, university, or scientific or technical institution accredited by
associations recognized by the US Department of EDU and/or the State Board
of EDU.
• A preschool meeting all of the following:
-is an early childhood program that serves a minimum of ten children ages two
through five
-has been in operation for at least one year provides educational services.
• Administrative Offices or Boards of Education:
• A district, regional, or state administrative offices of public Educational
Institutions.
• Administrative entities organized and operated exclusively for the
administration of private Educational Institutions
• Other state or local government entities nearly all of whose activities consist of
administrative support, of a nature that advances academic learning for public
Educational Institutions
• Administrative offices or boards of EDU of educational institutions: defined as district,
regional, and state administrative offices of the foregoing educational institutions
defined above
• Full and part-time faculty and staff of educational institutions:
• Defined as all full and part time faculty and staff of educational institutions defined
above
• Full and part-time matriculated students of higher education institutions:
• Defined as full and part-time matriculated students of a higher education institution
defined as a public or private vocational school, correspondence school, junior
college, college, university, or scientific or technical institution accredited by
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associations recognized by the State Board of EDU and/or the U.S. Department of
Education.
• Hospitals that are wholly owned and operated by an Educational Institution
• "Wholly owned and operated" means that the Educational institution is the sole owner
of the said hospital and the only entity exercising control over the hospital's day-to-
day operations.
LASERFICHE IMPORT AGENT
Automatically retrieves files stored in a Windows folder and imports them into a Laserfiche
repository, performing OCR as part of the process.
LASERFICHE PUBLIC PORTAL - WEBLINKTM
The WebLink module publishes select documents in a Laserfiche repository to an intranet or
the Internet in read-only form. Built on ASP .NET, WebLink can be customized to match the
look and feel of an organization's Internet or intranet site.
LASERFICHE RECORDS MANAGEMENT
The Records Management module allows for managing the complete life cycle of records in
Laserfiche to include retention schedule management, legal holds/record freezes, disposition
and vital record management, etc.
LASERFICHE "QUICK FIELDS" (QF) BATCH PROCESSING TOOLS
High volume capture software that automates document import, classification, and indexing.
Quick Fields transforms data capture from a costly and labor-intensive operation into an
efficient process, improving the speed and accuracy of data capture. QF is a prerequisite for
the following:
• QF Bar Code Validation Package: The Bar Code add-on reads bar codes on a specified
page, identifying pages, populating fields, determine document names, or determining
file location. Bar Code is very powerful when combined with Real Time Lookup.
Supported barcode formats: Codabar, CODE 39, CODE 128, EAN 8, EAN 13, Interleaved
2 of 5, UPCA, and UPCE.
• QF Real-time Look up Validation Package: Lookup populates template fields and
validates metadata by retrieving data stored in third-party databases and other
applications.
• QF Zone OCR Validation Package: The Zone OCR (Optical Character Recognition) add-on
will scan a specific zone on an image for text. The data returned by this process can be
used for identifying pages, populating fields, determine document names, or
determining file location.
• QF Forms Alignment: Automatically repositions scanned documents to match a master
form, correcting for scanning errors and improving data extraction.
• QF Document Classification: Designed for clients who handle multiple forms and
document types.
• QF Auto Stamp/Redaction/Bates Numbering: A document auto-numbering annotation
option.
• QF Optical Mark Recognition: Detects handwritten information, including marks on
surveys.
• QF Agent: Enables administrators to schedule QF processing without operator
intervention.
• QF Forms Identification: Automatically recognizes the document based on its overall
structure, even in the absence of bar codes, form data or other distinguishing
information.
• QF Forms Extractor: Removes form outlines to isolate data for more accurate capture.
• QF Scripting Kit: Offers a QF script editor, allowing developers to write C# and VB.Net
Scripts.
LASERFICHE PLUSTM
Allows information stored in Laserfiche to be portable. When published by Laserfiche Plus
files can be viewed by anybody, regardless of whether they have Laserfiche installed. This
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software prepares a copy of the Laserfiche files (images, text, electronic files, annotations,
templates, and field data) for burning directly to your removable media or to a temporary
directory. Choosing to publish to a temporary directory allows you to write it to your
removable media at your convenience.
MCCI'S OCR SCHEDULER FOR LASERFICHE
A simple, effective, and efficient way to mass OCR documents in Laserfiche. It allows
administrators to configure multiple OCR sessions and ensure OCR is being completed,
without end user interaction.
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INTEGRATION DESCRIPTIONS
LASERFICHE CONNECTOR
Provides a streamlined experience for integrating Laserfiche with line of business
applications such as CRM and ERP systems. Laserfiche Connector integrates easily through
user-defined hotkeys and embedded icons. Laserfiche Connector allows you to:
• Search results will automatically open in the Laserfiche Client, Web Access, or
WebLink.
• Scan and automatically populate metadata with information from a third-party
application.
• Import and automatically populate metadata with information from a third-party
application.
• Connect two applications by allowing one of them to start the other (including the
ability to pass parameters between them).
• Choose whether any of the above actions are activated from a keyboard shortcut, a
button embedded in the application's title bar, or both.
LASERFICHE INTEGRATOR'S TOOLKIT (SDK)
Provides the tools and documentation necessary for customizing Laserfiche and integrating
Laserfiche with other applications.
RATCHETX INTEGRATION
A configurable and robust middleware integration tool for Laserfiche. With a single click of a
button, new documents can be added to Laserfiche from another application, and users can
search Laserfiche directly from the applications they use most. The robust toolset it provides
for accessing data from other applications (even the toughest proprietary systems), for use
configuring the most common ECM integrations: Indexing, importing/scanning, and
executing search queries. In addition, RatchetX provides the capability to create custom
integration activities, such as populating a record in another system from the data extracted
during the intake process in Laserfiche or looking up a record in another system from the
Laserfiche interface itself (Bi-directional Integration).
LASERFICHE INTEGRATOR GP
Empowers Great Plains users to scan, search and link supporting documents in Laserfiche
directly from the Great Plains menu bar.
LASERFICHE INTEGRATOR AUTOCAD
Allows you to store AutoCAD drawing files or associated documents in Laserfiche, including
embedded cross reference files, directly from the AutoCAD menu. Launch Laserfiche scan or
search modules using the drawing file for template or search criteria or create a Laserfiche
document template using the fields from any AutoCAD drawing title block with a single click.
LASERFICHE ENERGOV INTEGRATION BY MCCI
The Laserfiche EnerGov integration offloads the storage of documents from EnerGov to
Laserfiche. This allows users to seamlessly store documents that would normally be saved in
EnerGov, directly to their Laserfiche system. The integration makes use of the native
EnerGov interface for attaching documents. The integration also allows meta-data
associated with the EnerGov record to be tied to the entry in Laserfiche. Users wishing to
view uploaded documents can do so through the existing EnerGov Interface. Please see
"Client Deliverables" for other features available/dependent on EnerGov configuration
settings. Each of the following areas are available in the integration configuration settings:
• EnerGov Application • EnerGov Invoice
• EnerGov Business • EnerGov Inspection Case
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• EnerGov Business License • EnerGov Payment
• EnerGov Citizen Request • EnerGov Plan
• EnerGov Code Case • EnerGov Permit
• EnerGov Inspections • EnerGov Permit Renewal case
Platform and Licensing Requirements
The EnerGov integration can operate by using two different Laserfiche user licensing
options.
• Recommended: Utilization of Laserfiche "Keyed Integrator's License for EnerGov",
which allows for up to 25 (higher volume packages can be purchased) concurrent
connections to Laserfiche. This is the Laserfiche licensing approach recommended.
Note that the Keyed Integrator's license is only available for the Laserfiche Avante or
RIO platforms.
• Utilization of current Laserfiche licensing:
a. Laserfiche Avante or RIO platforms: A single named user can be used to
connect to the Laserfiche server. This user is limited to four concurrent
connections at a time, and is the max amount allowed with Laserfiche
Avante and RIO platforms;
b. Laserfiche Classic (Team or United) platforms: A user account can be used
to connect to the Laserfiche server, however it will potentially consume all
available concurrent licenses and limit the use of Laserfiche outside of the
EnerGov integration. It is recommended that the client upgrade to the
Avante or RIO platform, rather than take the risk of utilizing the
integration and not having control of license consumption within the
Laserfiche Classic (Team or United) platform.
EnerGov Compatible Platforms: The Laserfiche EnerGov Integration is compatible with
EnerGov On-Premise currently. A future release is planned for the EnerGov Cloud platform.
EnerGov Licensing Requirements: EnerGov clients must confirm with EnerGov, their
ownership of the needed SDK, API, and/or general EnerGov licensing requirements related
to this integration.
ESRI ARCGIS INEGRATION OPTIONS
GEODOCS
This is a robust GIS integration that is developed and maintained by a MCCi partner.
It is a web-based software that seamlessly integrates ESRI ArcGIS Server and
Laserfiche. Utilizing robust search capabilities, users of GeoDocs can access digital
documents stored in a Laserfiche repository from within the web-based GIS program
and vice versa, access spatial information stored in a GIS from within the Laserfiche
web client.
ARCGIS® INTEGRATION FOR LASERFICHE
This is a basic ArcGIS (10.1 or higher) integration that is developed and maintained
by a MCCi partner. It allows for easy interaction between the ArcGIS interface and a
Laserfiche repository, by allowing users to upload documents to Laserfiche straight
from the ArcGIS interface and view any related documents/folders via Laserfiche
Weblink or Laserfiche Web Access (requires Laserfiche licensing for Laserfiche
Weblink or Web Access). The dynamic ArcGIS map will auto-populate, indicating
which features on the map have documents associated with them in Laserfiche.
LT SYSTEMS LASERFICHE INTEGRATION
LT Systems Laserfiche Integration allows users of the LT Systems Court solutions to archive
court related documents into Laserfiche. Users can launch Laserfiche scan or searching
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windows from LT Systems and bring data and documents directly into Laserfiche while
capturing metadata in LT Systems. Additionally, there is an automated service that archives
Warrants as single documents with the associated metadata, directly from LT systems to
Laserfiche.
LASERFICHE INTEGRATION WITH DOCUSIGN
The Laserfiche Integration with DocuSign enables users to initiate a signing process from
within Laserfiche Web Access. Users may select the type of signing process they are
initiating and attach documents that need to be a part of that process. Also, once the
signing process completes, documents are imported back into the Laserfiche Repository
from DocuSign as new versions of the un-signed document. Information captured during the
signing process may be mapped to Laserfiche metadata fields.
LASERFICHE INTEGRATION WITH SIGNIX
Laserfiche's integration with SIGNiX will enable Clients to sign documents online with
SIGNiX directly from within the Laserfiche Client or Web Access. Users may select one or
more PDFs to send in a single transaction, then documents are sent over to SIGNiX where
Clients follow the user friendly SIGNiX UI to complete the signature process. When the
signing process is completed or cancelled, documents are imported back into the Laserfiche
Repository from SIGNiX as new versions of the unsigned document. Administrators can set
up certain fields to be automatically filled when a document is signed.
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PROFESSIONAL SERVICES & ANNUAL SUBSCRIPTION
PACKAGES
Each Client's Laserfiche Renewal covers break/fix support (i.e. resolution of error codes,
etc.). MCCi offers additional annual support packages to cover remote training, best
practices consultation, basic configuration services, and maintenance of existing complex
business processes.
MCCi Managed Services (MS) or MCCi Laserfiche Administration Services (LAS) are strongly
encouraged to be included with every support renewal.
LAS** LAS**
Description MS* Level 1 Level 2
Additional Training X X X
Additional System Set Up Consultation X X X
Remote Implementation of Software Updates X X X
Annual Review of Administration Settings X X X
Remote Access Support X X X
Priority Offering of Laserfiche CPPs &Laserfiche Empower Registration X X X
Scholarships
Dedicated Laserfiche Certified Professional X X
Laserfiche Administration Configuration Services X X
Configuration and maintenance of BASIC business processes utilizing X X
Laserfiche Forms and Laserfiche Workflow
Configuration of Quick Fields sessions using purchased features X X
Basic Records Management Module Overview Training X X
Scheduled recurring consultation call upon Client's request X X
Maintenance of existing middleware/configurable integrations X X
Maintenance of MCCi/Client configured COMPLEX business processes X
Annual Review of business process configurations X
*Workflow Managed Services also includes ability to consult on best practices specific to workflow;
additional remote training ideal for refresher training or new personnel; workflow security consultation
and more.
**A Business Process is a Workflow, Forms process or Quick Fields session that automates or
streamlines an organization-specific process.
• Basic: A business process requiring minimal configuration and virtually no institutional knowledge,
allowing a MCCi Application Support Analyst to assist with configuration, support, and
maintenance of the process. Examples: Filing workflows, simple Forms or approval/notification
workflows that have few routing steps, no integration, and little to no database lookups.
• Complex: A large business process with extensive configuration that is absolutely mission critical
to the organization. Examples: Large accounts payable process with a high volume of transactions,
approval steps, database lookups, etc. Complex business processes require MCCi's Application
Support Analyst to have institutional/process knowledge to configure the process.
• Hours: MCCi allows clients to use their hours for a multitude of services, as long as a request will
not start a service that cannot be completed. None of the packages listed above are intended to
be utilized for configuration of a new COMPLEX business process. In those instances, a separate
SOW is required.
MANAGED SERVICES (MS)
MCCi's Managed Services package provides additional training and assistance to a Client's
Laserfiche administrator and users. Pricing for the advanced block of hours is based on
MCCi's Support Technician hourly rate discounted by 10%. The number of hours included is
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based on active products and will expire on the same date as your annual renewal. Managed
Services can be used for the following:
ADDITIONAL TRAINING
Additional web-based training is conducted to train new users or as refresher training for
existing users.
ADDITIONAL SYSTEM SET UP CONSULTATION
MCCi offers additional best practices consultation that includes recommendations for adding
additional departments, additional types of indexing, etc.
REMOTE IMPLEMENTATION OF SOFTWARE UPDATES
While your renewal covers free version updates for software, implementation of those
updates is sometimes overlooked. With the addition of Managed Services, MCCi is at your
service to directly assist with implementing software updates such as minor updates, quick
fixes or point releases. Dependent on complexity and client specific configurations, major
software upgrades may or may not be covered and should be discussed with your Account
Management Team.
ANNUAL SYSTEM REVIEW & ANALYSIS
MCCi will access your system to review how your organization uses Laserfiche, to identify
potential issues, and to make recommendations for better use of the system. This analysis
may be performed annually and is an optional service that will be completed only if
requested by the Client.
REMOTE ACCESS SUPPORT
If requested, our Support Technicians can access your Laserfiche system remotely to
resolve issues, saving both time and money.
LASERFICHE CERTIFICATIONS
Priority offering of complimentary Laserfiche certifications, based on availability.
LASERFICHE CONFERENCE REGISTRATION
Priority offering of complimentary Laserfiche Empower registration, based on availability.
*Please see chart above for information on Workflow Managed Services.
CLIENT RESPONSIBILITIES FOR MS
• Configuration/maintenance of backups and any general network, security, or operating
system settings outside of Laserfiche
• Management and creation of retention policies related to Records Management Module
• Providing an IT contact (internal or third-party) for MCCi to work with as necessary
• Providing remote access capabilities as needed. If the Client requests MCCi to have
unattended access, the Client assumes all responsibility for the related session(s). The
Client will work with MCCi to set up user profiles, user tags, etc. to allow desired security
rights/access.
LASERFICHE ADMINISTRATION SERVICES (LAS)
MCCi's Laserfiche Administration Services package is for Clients who need a Laserfiche
administrator, or additional Laserfiche administration services. Pricing for the advanced
block of hours is based on MCCi's Application Support Analyst hourly rate discounted by
10%. The number of hours included is based on active products and will expire on the same
date as your annual renewal. Laserfiche Administration Services offers the following:
LASERFICHE ADMINISTRATION SERVICES: LEVEL 1
• Dedicated Laserfiche Certified Professional
• Laserfiche Administration configuration services - setting up users, metadata, security,
etc.
• Configuration and maintenance of basic business processes utilizing Laserfiche Forms and
Workflow
• Configuration of Quick Fields sessions using purchased features - excludes custom
scripting, custom calculations, etc.
• Basic Records Management Module Overview Training
• Scheduled recurring consultation calls upon Client's request
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• Maintenance of existing middleware/configurable integrations - does not include
maintenance of custom built integrations.
LASERFICHE ADMINISTRATION SERVICES: LEVEL 2
Level 2 includes the benefits of Level 1, but additionally provides the ability for MCCi to
maintain complex business processes, which requires knowledge transfer and maintenance
of that knowledge.
• Maintenance of MCCi/Client configured complex business processes - The Application
Support Analyst can maintain MCCi or Client configured complex business processes. For
example: minor tweaks, updates due to upgrades, process improvements, etc.
• Annual Review of business process configurations
CLIENT RESPONSIBILITIES FOR LEVEL 1 & LEVEL 2
• Configuration/maintenance of backups and any general network, security, or operating
system settings outside of Laserfiche
• Management and creation of retention policies related to Records Management Module
• Providing an IT contact (internal or third-party) for MCCi to work with as necessary
• Create/provide process diagrams (and any other necessary paperwork/examples)
• Providing remote access capabilities as needed. If the Client requests MCCi to have
unattended access, the Client assumes all responsibility for the related session(s). The
Client will work with MCCi to set up user profiles, user tags, etc. to allow desired security
rights/access.
THE TRAINING CENTER FOR LASERFICHE
MCCi's Training Center for Laserfiche annual subscription provides an easy, cost-effective
way for all users in your organization to access over 500 Laserfiche training videos.
BENEFITS
• 24/7 access to on-demand Laserfiche training videos and other resources
• Reduction in training expenses
• Caters to all skill levels from Basic Users to Advanced System Administrators
• Unlimited access for your entire organization
• User determined schedule and pacing
• Reduction in internal support and increased user productivity
• Increased efficiency through improved internal usage/adoption
• Instant/budgeted training available in the case of employee turnover
• Enhance your organization's internal Laserfiche training program
*The Training Center subscription gate is based on Laserfiche full, retrieval, and WebLink/public portal
users.
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MCCI PROJECT-BASED SERVICES
MCCI PROJECT MANAGEMENT SERVICES
MCCi's Laserfiche certified Team Member administer these services and concentrate on
defining business requirements and the deliverables that follow. The MCCi Team Member will
work with the Client's point of contact to put together a project plan that clearly defines the
scope of the Project Management services, ensuring the Client is prepared for the final project
implementation. The total number of service hours is limited to the total fee quoted, divided
by MCCi's current Project Management rate.
CLIENT CONSULTATION
The assigned MCCi Project Manager will perform a consultation including a review of current
document organization and retrieval practices to determine desired indexing methods,
security rules, and other basic system set up needs. Once this information has been
gathered and provided to the MCCi Project Manager, the basic folder structure, document
naming conventions, and template set-up will be configured prior to onsite training.
REMOTE INSTALLATION AND CONFIGURATION
Software installation and configuration may occur remotely as part of the Project
Management services to ensure the onsite time purchased is focused on the direct
objectives. Please refer to the Pricing Section to determine if the onsite time will include
installation and configuration.
REMOTE TRAINING
Project Management services may be utilized for training administrators or users remotely if
onsite training is not included. Please refer to the Pricing Section to determine if training
was quoted.
AVANTE TO RIO UPGRADE PACKAGE
MCCI DELIVERABLES
• MCCi will perform licensing update to upgrade the client to Rio and newest version of
Laserfiche
• MCCi will install new Rio modules not currently owned by the client to not exceed:
Directory Services, Web Access, Digital Signatures, Forms Essentials
• MCCi will train the Laserfiche Administrator on how to convert their Named User licensing
from the Admin Console to Directory Services
• Directory Services will be installed on the same server as the Laserfiche Server
• Self-Signed SSL certificate will be utilized to run Directory Services, or the Client has a
public SSL Certificate procured for the server on which LFDS will reside
• Converting users from Administration Console to Directory Services
EXCLUSIONS
• Server move unless listed
• Metadata Configuration
• Training
UPGRADE TO AVANTE PACKAGE
MCCI DELIVERABLES
• MCCi will perform licensing update to upgrade the client to Avante and newest version of
Laserfiche
• MCCi will install new Avante modules not currently owned by the client to not exceed
Web Access, Forms Essentials
• MCCi will train the Laserfiche Administrator on how to convert their Concurrent User
Licensing to Named User Licensing
• Upgrade to newest version of Laserfiche unless listed
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EXCLUSIONS
• Server move unless listed
• Metadata Configuration
• Training
LASERFICHE FILING WORKFLOW CONFIGURATION
MCCi's Laserfiche Filing Workflow Configuration Services are designed to be highly
collaborative. The goal is to provide a customized process that allows your organization to
archive specified records in a proper format and location that is consistent with your
organization's standards. To execute, MCCi's team of expert Project Managers and System
Engineers will work with the Client's Project Manager to build a Business Process in the
Client's Laserfiche environment.
MCCI DELIVERABLES
• Configure a Laserfiche Workflow including (Up To 15 Documents) for archival
• Includes renaming of documents
• Routing to appropriate folder structure
• Consultation with a MCCi Project Manager
CLIENT DELIVERABLES
• Provide MCCi with a mapped out narrative and flowchart of the specified business process
• Thoroughly define each resource and activity in the business process, including any
exceptions
• Respond in a timely fashion to questions posed by MCCi's Business Process Configuration
team
• Appointment of Client Project Manager
• Availability of IT resources as needed and end users for interviews and Business Process
testing
• Required Laserfiche software licensing
BUSINESS PROCESS CONFIGURATION SERVICES
Business Process Configuration Services are designed as an option for organizations that
require advanced system configuration but may lack the time or expertise necessary to
configure Workflow, Quick Fields, or any of Laserfiche's other advanced modules. MCCi's
team of expert Project Managers and System Engineers will work in concert with the Client's
Project Manager to build a Business Process in the Client's Laserfiche environment.
CLIENT DELIVERABLES
• Provide MCCi with a mapped out narrative and flowchart of the specified business
process
• Thoroughly define each resource and activity in the business process, including any
exceptions
• Respond in a timely fashion to questions posed by the Business Process Configuration
team
• Appointment of Client Project Manager
• Availability of IT resources as needed
• Availability of end users for interviews and Business Process testing
• Required Laserfiche software licensing
MCCI DELIVERABLES
• Install and configure Laserfiche modules that are relevant to the implementation
• Consultation with a Laserfiche Project Manager
• Business Process Configuration Managed Services post implementation
• The scope of Managed Services will be limited to supporting the process(es)
implemented through this contract.
• Roll-out Assistance is an optional service if included in the scope of services.
• The scope of Managed Services will be limited to supporting the process(es)
implemented through this contract. Note: This service will be billed separately and is
billed upon completion.
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LASERFICHE FORMS SERVICES
MCCi's Laserfiche Forms Services are designed to be highly collaborative. The goal is to
provide a customized package for your organization. Whether you need direct assistance
implementing Laserfiche Forms, or hands-on training to empower your organization to
create and maintain electronic forms, or both, MCCi has options available. Please see your
Pricing Section for the specific Laserfiche Forms Services quoted.
Forms Configuration Services Per Form Level 1 I Level 2 I Level 3
Forms Design Services Up to 15 Fields Up to 30 Fields Up to 50 Fields
Create/modify form from the Business Process
Library 10.1+
Form Field and Data Look-up Rules* Up 10 Rules Up to 20 Rules Up to 40 Rules
Process Modeler Configuration Up to 5 Steps Up to 10 Steps Up to 20 Steps
Workflow Configuration for Forms Process No Yes Yes
Modeler Integration, Filing Only
Custom Scripting (]Script or CSS) * Call for Quote Call for Quote Call for Quote
*NOTE
• Users submitting through the Forms Portal are limited to forms submission. Users cannot
participate in the workflow/routing process within Laserfiche Forms Process Modeler or
Laserfiche Workflow, unless they have a Laserfiche Named User License.
• All Forms Configuration Services are conducted remotely due to multiple decision points
throughout the configuration, which may cause delays.
• Field Look-ups: Database Views and Queries must exist or be created by the Client prior
to MCCi database lookup configuration.
• Java Script and CSS Scripting (if needed) are not included, unless otherwise notated in
the Pricing Section.
LASERFICHE CONNECTOR INTEGRATION CONFIGURATION & TRAINING
INCLUDES
• Configuration of integration for up to one application screen with 3 standard actions on
one machine
• Standard Actions Included: Scan, Import, Search Client, Search Weblink, and/or Search
Web Access, launching from the desired application to Laserfiche
• Remote "Train the Trainer" training for up to half a business day to empower the Client to
configure other integrations
• All data used for configuration must be available from the Application Screens
• All services are conducted remotely, unless a MCCi representative is onsite for other
implementation needs and onsite time permits
CLIENT DELIVERABLES
• Application to be integrated with and user's machine must meet Laserfiche Connector
requirements set forth in the hardware requirements
• Testing - A test utility to ensure that the application screen is viable is available prior to
purchase. Client is responsible for ensuring compatibility of applications prior to purchase
• IT resources - Appointment of Laserfiche Connector Administrator
• Laserfiche metadata requirements
MCCI DELIVERABLES
• Install and integrate Laserfiche connector within current Laserfiche system environment
pursuant to the Laserfiche Connector requirements
• Assistance in configuring integration for one application screen with 3 standard action
Connector Profiles on one machine
• Define Laserfiche metadata structure to support the specified integration
• Define Laserfiche security to support the integration
• Project Management services
• Remote Laserfiche Connector Administrator Training
RATCHET-X CONFIGURATION SERVICES
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INCLUDES
• Configuration of integration for one application with up to three screen configurations
identified during initial implementation
• Configuration pricing is based upon one application and up to three screens being
configured at one time. Additional charges may apply if configurations of screens need to
be broken up at different time frames.
• Base installation and configuration for actions that jump from the Application to
Laserfiche
• Standard Actions Included: Scan, Import, Search Client, Search Weblink, and/or Search
Web Access, launching from the desired application to Laserfiche
• All data used for configuration must be available from the Application Screens
• All services are conducted remotely, unless a MCCi representative is onsite for other
implementation needs and onsite time permits
• For web-based solutions, screen configuration will be done based on Microsoft's Internet
Explorer Browser only. If other and/or multiple browser configurations are required, it
must be stated in the Pricing Section.
*Client is responsible for testing to make sure needs are met prior to purchase.
RATCHETX PER CUSTOM ACTIVITY DEVELOPMENT/CONFIGURATION:
Includes any "Action" that is not listed as a Standard Action above, or any configuration that
is required to have the integration points launch from Laserfiche back to the desired
application, rather than from the application back to Laserfiche - Contact MCCi for Pricing
Proposal.
LASERFICHE - SHAREPOINT INTEGRATION ASSISTANCE
MCCi's Laserfiche SharePoint 2013 Integration Assistance service is designed to be highly
collaborative. The goal is to provide the Client with a fully functional Laserfiche SharePoint
Integration for the Client's existing SharePoint 2013 implementation, along with the
necessary knowledge to support the integration once the installation and configuration
engagement is complete.
CLIENT DELIVERABLES
• Existing and stable on-premise on SharePoint 2013 or SharePoint 2010 solution. SharePoint
Foundation is acceptable but does not include Search functionality.
• Provide a dedicated point of contact with sufficient server and directory services
administrative rights to facilitate the required configuration tasks.
• Existing and stable Laserfiche Server and Web Access (9.1 or later) installation on Windows
Server 2008 R2 or Windows Server 2012.
• Identify existing or configure new SharePoint site where the Laserfiche SharePoint
Integration for SharePoint Repository and/or Search Web Parts will be installed and
configured. Note: If the Laserfiche SharePoint Search integration is to be configured,
SharePoint federated search feature must be configured and working properly.
• Troubleshoot and resolve server operating system, Internet Information Services, network
or Kerberos related issues affecting the installation, configuration or functionality of any
component of the Laserfiche SharePoint Integration for SharePoint. Note: If the client does
not have the necessary skill set available to address these types of issues, the client should
be prepared to engage a third-party support provider to assist.
MCCI DELIVERABLES (REMOTE DELIVERY)
• Installation of Laserfiche SharePoint Integration for SharePoint
• Configuration of Laserfiche SharePoint Repository and Search Web Parts
• Remote training on the use and configuration of Laserfiche SharePoint Repository and
Search Web Parts
• In the event MCCi and the Client are unable to determine or agree on the root cause of an
issue affecting the installation, configuration, or functionality of the Laserfiche SharePoint
Integration for SharePoint and/or the Laserfiche SharePoint Repository and Search Web
Parts, MCCi is responsible for opening the escalation case with Laserfiche Support.
• In the event Laserfiche Support determines the root cause of an issue affecting the
installation, configuration, or functionality of the Laserfiche SharePoint Integration for
SharePoint and/or the Laserfiche SharePoint Repository and Search Web Parts to be
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related to the server operating system, Internet Information Services, network or
Kerberos, MCCi will remain available as necessary to assist the Client (if Client has
expertise in these areas) or the Client's third-party support provider to resolve the
Laserfiche related components of the problem.
LASERFICHE ENERGOV INTEGRATION CONFIGURATION & TRAINING
INCLUDES
• Configuration services for up to 3 EnerGov Entity Types (EnerGov Plan, EnerGov Permit, etc.)
• Remote "Train the Trainer" training for up to half a business day to empower the Client to configure
other available EnerGov Entity Types.
• All services are conducted remotely, unless a MCCi representative is onsite for other implementation
needs and onsite time permits
CLIENT DELIVERABLES
• Desired EnerGov Fields for mapping metadata to Laserfiche
• IT resources—Appointment of a resource to work with MCCi for configuration and training
• Laserfiche metadata requirements
• Access to EnerGov technical staff and resources as needed
• If EnerGov"Intelligent Object" configuration is desired, it is the Client's responsibility to configure the
appropriate settings in EnerGov, or to work with EnerGov to do so. Intelligent Objects is the EnerGov
feature that allows for creating letters and other documents and having them attached to EnerGov
records. EnerGov configuration is needed to set this up and to have these documents treated as
attachments to be stored in Laserfiche.
MCCI DELIVERABLES
• List of EnerGov fields available for mapping to Laserfiche
• Install integration (may require EnerGov technical resources for installation)
• Assistance in configuring up to 3 EnerGov Entity Types (EnerGov Plan, EnerGov Permit, etc.)
• Define Laserfiche metadata structure to support the specified integration
• Remote Configuration Training
DOCS ON THE CLOUD SERVER INSTANCES
MCCi offers Docs On The Cloud server instances to clients that would rather not acquire the
physical or virtual infrastructure themselves. MCCi offers this service through a partner
(Gordon Flesch Company, Inc.). They are the leading provider of hosted Laserfiche server
instances. Unless noted otherwise, Docs On The Cloud server instances are hosted in AWS
and include the creation, maintenance, and upgrades of purchased virtual machines,
maintenance of operating system software, and daily backup snapshots of the hosted
infrastructure. In addition, MCCi and the client have the following responsibilities:
MCCI RESPONSIBILITIES
Initial installation of Laserfiche software components and ongoing application of Laserfiche
upgrades if client subscribes to MCCi's Managed Services or Laserfiche Administration
Services package. MCCi also serves as first tier for support issues and handles all billing
related to the service.
CLIENT RESPONSIBILITIES
Serves as server and database administrator; maintains all non-Laserfiche and non-
operating system applications, to include required database software acquisition,
installation, maintenance, upgrades, and database maintenance routines.
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MCCI CONSULTING SERVICES
BUSINESS PROCESS REQUIREMENTS GATHERING
The MCCi Business Process Requirement Gathering includes analysis by a senior project
manager. MCCi staff will interview stakeholders regarding a defined department and/or
business process that the organization desires to be automated through Laserfiche
ECM. The deliverable of this on-site engagement will be a Statement of Work documenting
cost, hours, and desired configuration of the defined business process.
BUSINESS PROCESS ANALYSIS
MCCi will work with the Client to document a current business process. By interviewing
stakeholders and documenting facts and feedback, MCCi will deliver a comprehensive
report. This engagement is typically done as a needs analysis exercise prior to automating
an existing business process.
MCCI DELIVERABLES
Assignment of a project manager who will be responsible for:
• Acting as the main point of contact for MCCi
• Identifying and providing contact information for process stake holders
• Coordinating and scheduling site visits so stakeholders are aware and set aside the
appropriate amount of time to focus on working with MCCi
• Coordinating and scheduling conference calls/web meetings between process stakeholders
and MCCi as part of the document review process
• Facilitating access to any/all resources needed for a thorough analysis
• Full participation by all process stakeholders in the interview, review, and finalizations
stages
CLIENT DELIVERABLES
Coordinating Introductory Call: Share contact information and review scope of project
Stakeholder Interviews: Up to two days onsite with a business analyst
• Conducting workshops and interviews with clients
• Document business processes on whiteboard during workshops and interviews
• Business Process Report Drafting & Review: Up to 30 hours
• Draft a business process/requirements document
• Review document with Client and make revisions where necessary.
• Business Process Report Delivery: Up to one day on-site with Business ,Analyst
• Onsite review and presentation of finalized report
• Editable copy of Business Process Report for future use
GAP ANALYSIS
The MCCi Gap Analysis is the study of the differences between two information systems or
applications, often for determining how to bridge the space between where we are and
where we want to be.
New Clients may be new to ECM or could be transitioning from another system. Existing
Clients may consider Gap Analysis when looking to expand their system into other
departments or enterprise-wide. It is also an opportunity to investigate and report on how
Laserfiche is being used versus how it was intended to be used. Either way, Gap Analysis
not only serves the consulting needs, but can also mitigate inherent risks in a new
project. Risks such as scope creep, unforeseen needs (people, conversions, integrations,
equipment), and unknown stakeholders can be identified and cleared up at the very
beginning of the project.
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MCCI DELIVERABLES
The Gap Analysis process involves determining, documenting, and approving the variance
between business requirements and current capabilities. MCCi takes it a step further by
providing recommendations and an action plan. The final deliverable is a report that is
delivered to the Client in a format that can be edited. Any future changes to the report are
the responsibility of the Client. The report will detail the following:
• A summary of the current document flow path with recommended changes/requirements
• Equipment, software, and staffing recommendations
• Storage needs for each department
• Recommendations on the timing of phasing in departments (based on needs/complexity)
• Implementation recommendations
The amount of time/cost of the Gap Analysis is dependent upon the system size and number
of departments to be involved.
LASERFICHE CONSULTING SERVICES
MCCi's Laserfiche Consulting Services are designed to leverage MCCi Laserfiche Certified
Professionals on an annual basis. We consider ourselves an extension of your project team
and assist in accomplishing your organization's Laserfiche goals. Your organization is
assigned a project manager to assist with designated projects, for up to an annual dollar
amount each year. Rates charged are based on the type of resources required. Consulting
services can be used for, but are not limited to:
• Business Process Requirements Gathering and SOW Drafting
• Status and Strategy Meetings (Required)
• Configuration of Client-Owned Laserfiche Components
• Training on Laserfiche Components and/or Configured Laserfiche Business Processes
• Laserfiche Integration/Developer Assistance
RECORDS MANAGEMENT CONSULTING
When implementing an enterprise-wide Electronic Records Management system, it is
important for a Records Program and Records Policies to be in place beforehand. MCCi's
Records Management Consulting service focuses on revision and/or creation of such
programs and policies. If needed, the service should be completed prior to implementing
MCCi's Laserfiche Records Management module. Pricing is dependent on the level of service
needed and can be determined by setting up a meeting with MCCi and the appropriate
Records Consultant. Services cover a broad spectrum including designing records
management plans, designing systems, identifying records eligible for destruction, assisting
with legal compliance, providing training and any other records and information related
service requirement.
ENTERPRISE SYSTEM REVIEW OF LASERFICHE
AREAS OF REVIEW INCLUDE:
• Review of data structure (folder structure, metadata, etc.)
• Security review and configuration
• Current paper/electronic Forms review
• Current Workflow/Capture review
• Assess current training needs
• Interviews with departments not using Laserfiche
• Utilization of Laserfiche Records Management Module
• Integration/Mobile Access Needs
MCCI DELIVERABLES:
• Verbal report of findings while onsite
• Up to 5 hours of consulting for up to 30 days after onsite consultation
CLIENT REQUIREMENTS:
Attendance by CIO/IT Director, Application administrators, departmental managers, and any
other leadership members
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MCCI TRAINING SERVICES
LASERFICHE TRAINING SERVICES
The Client is provided with instructor-led Laserfiche training, hands-on or train-the-trainer.
SYSTEM ADMINISTRATION TRAINING
• Client and Server Installation Procedure • Users and Groups - Active Directory
• Security • Templates
• Tags • Document Relationships
• Records Management • Volumes
• System Settings • Back Up Procedures
• Troubleshooting Procedures • Technical Support Overview
FULL USER TRAINING
• Introduction to Laserfiche • Folders and the Folder Browser
• OCR and Full Text Indexing • Document Display
• Searching & Annotations • Security
• Briefcases and Migrating • Customize Laserfiche
• Scanning and Importing • Index Card/Templates
• Extracting a Document • Volumes
RECORDS MANAGEMENT MODULE TRAINING
The Client should have full knowledge of internal records management policies and have
prior experience in records management. This training will be quoted for clients with the
Records Management functionality of Laserfiche.
BASIC OVERVIEW TRAINING FOR RECORDS MANAGEMENT
• Records Series • Records Folders • Document Links
• Versioning • Security Tags • Vital Records
• Cutoff Criteria • Cutoff Eligibility • Retention Period
• Hold Period • Disposition • Time Dispositions
Actions
• Event Dispositions • Interim Transfers • Final Disposition
• Destruction • Permanent • Accession /
Records Freezing
ADMIN CONSOLE SETUP FOR RECORDS MANAGEMENT
• Cycle Definitions Setup • Locations Setup
• Retention Schedules Setup • Cutoff Instructions Setup
BUSINESS PROCESS AUTOMATION TRAINING
Our Business Process Automation Training is designed to be highly collaborative. The goal is
for the client to have a trained Business Process Automation Configuration Administrator
specifically in Laserfiche Forms and Workflow. As a prerequisite, the clients Business Process
Automation Configuration Administrator should be a business process savvy individual with
good technical skills. This is the person tasked with handling future workflow and forms
configurations, including any modifications needed to the configuration focused on during
training.
CLIENT DELIVERABLES
• Provide MCCi with a mapped out/narrative of specified business process including
metadata requirements and sample reports from functional activities involved. This will
be used as an example for the training process, in an effort to leave the client with a
start of a workflow configuration.
• Appointment of Business Process Automation Configuration Administrator who has been
through Laserfiche Administrator training
• IT resources
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MCCI DELIVERABLES
• Install and configure Laserfiche Workflow and Laserfiche Forms with current Laserfiche
system
• Onsite Workflow Configuration Administrator Training
• Onsite Forms Designer and Process Modeler Training
• Workflow and Forms Managed Services post onsite training
• Configuration assistance for a period of time immediately following onsite training
• Developer Training (Applicable to Level 2 training package)
Services Provided Level 1 Level 2
Remote Installation Included Included
Onsite Training Days 4 5
Workflow and Forms Configuration Assistance Remote 30 Days Remote 45 Days
Post Onsite Training
Developer Training None Remote 1/2 Day
Developer Assistance None Remote 15 Days
Post Developer Training
LASERFICHE WORKFLOW CONFIGURATION TRAINING
MCCi's Laserfiche Workflow Configuration Training service is designed to be highly
collaborative. The goal is for the Client to have a trained Workflow Configuration
Administrator. As a prerequisite, the Client's Workflow Configuration Administrator should
be a business process savvy individual with good technical skills. This is the person tasked
with handling future workflow configurations.
CLIENT DELIVERABLES
• Provide MCCi with a mapped-out narrative of specified business process including
metadata requirements and sample reports from functional activities involved. This will
be used as an example for the training process, so the Client will be left with a start of a
workflow configuration.
• Appointment of Workflow Configuration Administrator who has been through Laserfiche
Administrator training / IT resources
MCCI DELIVERABLES
• Install and configure Laserfiche Workflow with current Laserfiche system
• Onsite Workflow Configuration Administrator Training
• Workflow Managed Services post onsite training
• Configuration assistance for a remote period immediately following onsite training
• Developer Training (Applicable to Level 2 training package)
Services Provided Filing Workflow I Level 1 1_ Level 2
Remote Installation Included Included Included
Onsite Training Days _ 1 2 3
Workflow Configuration Assistance Remote 30 Days Remote 30 Days Remote 45 Days
Post Onsite Training
Developer Training None None Remote 1/2 Day
Developer Assistance None None Remote 15 Days
Post Developer Training
LASERFICHE FORMS TRAINING
MCCi's Laserfiche Forms Services are designed to be highly collaborative. The goal is to
provide a customized package for your organization. Whether you need direct assistance
implementing Laserfiche Forms, or hands-on training to empower your organization to
create and maintain electronic forms, or both, MCCi has options available. Please see your
Pricing Section for the specific Laserfiche Forms Services quoted.
MCCi I Page 50 of 80
Forms Training Services Provided Essentials Professional Professional
Overview Comprehensive
Training Duration Up to 4 Hours Up to 1 Day Up to 2 Days
Remote Onsite Onsite
Forms Designer Yes Yes Yes
Process Modeler Yes Yes Yes
Workflow Configuration (For Forms Process No No Yes
Modeler Integration, and Filing Only)
Forms Configuration (Up to 1 - Level 1 Form) 0 0 1
MCC' I Page 51 of 80
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.
JUSTFOIA
COMPANY HISTORY
MCCi, a subsidiary of Municipal Code Corporation (The nation's leading codifier for local
government), has been providing Electronic Records Management Solutions to its clients
since 1998. With a client base of over 740 government agencies and satellite offices across
the country, we are striving to be the leading Electronic Records Management provider in
the United States.
In 2013, MCCi put together a customer focus group and collaborative initiative to develop a
better method of recording, tracking, and fulfilling Open Records Requests. The result was a
hosted and affordable solution on the most user-friendly platform: JustFOIA.
ADOBE ACROBAT PRO PLUGIN
With the Adobe Acrobat Pro Plugin, you can easily upload documents you are working on in
Adobe to a specific JustFOIA request. Use Adobe to create and edit documents, as well as to
apply redactions and other features available in the Adobe software. When you are ready,
you simply click on the JustFOIA button in the menu bar and uploading that document to
JustFOIA is as easy as picking the request number. In order to utilize this plugin, your
organization will need to have Acrobat Pro available to the user.
LASERFICHE INTEGRATION
Our Laserfiche integration makes it easy to leverage the power of Laserfiche to help fulfill
records requests. Do all of your searching, editing, and redaction in Laserfiche. Then with a
click of the JustFOIA menu button send selected documents directly into the response
documents of the specific JustFOIA request you choose. This integration makes it more
seamless to use Laserfiche and JustFOIA together to complete records requests. In order to
utilize this integration, each user will need a full Laserfiche license.
PAYMENT PORTAL
This feature requires an account with Authorize.net, which is the third-party payment
processor for this integration. Authorize.net handles all monetary transactions and sensitive
credit card data. JustFOIA integrates with Authorize.net to give you the ability to collect
payments from requestors online. The requestor goes to your site and enters in the request
number/security key and is able to see any fees that they owe. If they owe fees, they are
able to pay through a secure authorize.net site. Once they pay, you can make their request
documents available for immediate download.
REMOTE CONFIGURATION - Configuration services are provided remotely. As part of the
standard configuration services MCCi will work with the client to configure up to two Records
Request Intake Processes, Unlimited users, as well as the departments, and security rights.
The configuration of all forms and processes are to be completed as part of the initial
project; if the client desires to take advantage of configuring a second process, it must be
done as part of the initial configuration services and prior to training. Subsequent
form/process configurations and users will be configured by the client, or the client may
contract with MCCi for additional services.
REMOTE TRAINING -JustFOIA is a simple and easy to use solution, therefore all training is
provided remotely. One remote user training session is included for each form process that
is being configured. In addition, one administrative training is included for the organization.
All training is conducted in a train the trainer format. Onsite live training can be conducted
at a negotiated rate.
MCCi I Page 59 of 80
JusTFOIA LICENSING AND FEATURES - JusTFOIA is an Open Records Request Tracking Solution.
It allows you to record, track, fulfill, and report on the records request process. Below are
the feature sets offered:
• Public Facing Form Site - Online public request form accessible through client's website.
• Email Notifications - Status and department updates, automated reminders as well as
daily digest and alert notifications.
• Correspondence - Emails can be generated within the system and tracked under the
specific request. Emails can be custom created or through pre-configured templates.
In addition, other forms of correspondence related to a request can be tracked (phone
calls, letters or in person conversations).
• Fee Tracking - Track fees, due dates, and payments.
• On-Premise Archival - Export capabilities for archiving record request data locally.
• Proactive Status Reporting - Dashboard interface allows for immediate status update.
• Performance Metric Reports - Measure processing times by request type, department or
user.
• Global Reporting - Measure performance for all departments and request types.
• Configurable Intake Form - Client branded intake form that can be configured remotely
or locally.
• Mobile compatible - Compatible with most cellular devices.
• Public Portal - Requesters can track their request through a secured private portal.
Status updates, invoices and request documents can all be provided for the requester.
• Payment Portal (Optional) - Requestors can view or print the invoice and make partial
or whole payments. This feature requires an account with Authorize.net, which is the
third-party payment processor for this integration. Authorize.net handles all monetary
transactions and sensitive credit card data.
HARDWARE/SOFTWARE REQUIREMENTS
JustFOIA is a completely web-based hosted solution and therefore has no server-side
hardware components. End-user access is provided through a web interface, which means
no client-side software is required. We test and support the following browsers: Microsoft®
Internet Explorer® version 10 or higher; Google ChromeTM, most recent stable version;
Mozilla® Firefox®, most recent stable version; Apple® Safari® most recent stable version.
MCCI Page 60 of 80
Granicus
GRANICUS SOLUTIONS
Granicus Legislative Management is a comprehensive, agenda workflow management and
information retrieval system designed specifically to support the Legislative process. Granicus
Open Platform is a pre-requisite for utilizing the Granicus Legislative Management Suite.
GRANICUS`'OPEN PLATFORM
The Granicus"' Open Platform is the cloud-based foundation for all Granicus applications. It allows
government organizations to manage and store an unlimited amount government public meeting data.
It is the core of our content management, administration and distribution tools and includes free
access to our APIs and SDKs, helping you seamlessly connect your Granicus solution to systems in place.
The Granicus Platform includes the ability to upload and publish content including videos and
documents.
• Unlimited content storage and distribution
• Open architecture and SDK
• Archived video editing and indexing
• Citizen web portal
• On-demand streaming to mobile devices*
* Available for on-demand playback only
GRANICUS`` LEGISLATIVE MANAGEMENT SUITE
The Legislative Management Suite offers a complete and automated agenda workflow solution. Create
agenda items and assign them to the appropriate agenda, making agenda creation seamless. Item
approvals are done automatically—approvers are notified when it's their turn to review. Seamlessly
connect agenda data to the iPad to review agendas and support documents,take notes and more
through the iLegislate application. Capture all meeting actions after the meeting into the public record.
Plus,you can organize and store electronic documents of any file format in one repository. All
documents are automatically tagged and indexed, making search and retrieval easy. This Suite also
allows you to track legislation from inception through approvals and actions taken.
• Agenda item drafting
• Electronic approval process
• Agenda packet generation and publication
• Organize, store and retrieve documents
• Continuous legislative workflow
• Track and search legislative data
OPTIONAL GRANICUS MODULES
GOVERNMENT TRANSPARENCY SUITE
The Government Transparency Suite gives your citizens greater access to public meetings and records
online. Take the next step towards transparency and stream meetings and events live, link related
documents to your video and provide advanced searching of archives.The Government Transparency
Suite gives you unlimited cloud bandwidth and storage as well as local live and on-demand streaming for
up to 50 concurrent viewers.This Suite also allows you to connect agenda data to the iPad to review
agendas and supporting documents,take notes and more through the iLegislate application.
• Stream unlimited meeting bodies and events live
• Intelligent media routing
MCCi I Page 61 of 80
• Index video in real-time and link to relevant materials
• Build reports and analytics on visitor trends
• Paperless agenda for the iPad
• Offer downloadable media formats
MEETING EFFICIENCY SUITE
The Meeting Efficiency Suite is a live meeting workflow solution that combines minutes with a meeting's
recording. Capture and publish minutes, saving staff time and cutting administrative costs. Record roll-
call, agenda items, speakers, motions,votes, and notes through a simple interface. After the meeting,
finalize minutes quickly and easily in Microsoft Word'. With VoteLog, allow the public to track
legislation, ordinances and even voting member records through your website. This Suite also allows you
to seamlessly integrate with agenda solutions already in place.
• Meeting preparation tools
• Live minutes automation
• Quick notes and text expansion
• Minutes editing and publishing
• Generate linked minutes
ELECTRONIC VOTING AND PUBLIC DISPLAYS(SUITE ADD-ONS)
This addition to the Meeting Efficiency Suite gives elected officials a new way to participate in public
meetings using touch-screen displays to record motions and votes as well as request to speak. View full
agendas, supporting materials, the current item, speakers and vote results all from the touch-screen
display. Record actions directly from elected members and ensure greater accuracy. Help your audience
follow fast-paced meetings with a public display that shows current item,vote results and more.
• Touch-screen displays
• Digital speaker queue
• Vote and roll call automation
• Review paperless agenda packets
GRANICUS LEGISLATIVE MANAGEMENT SUITE—LASERFICHE INTEGRATION
The integration services between Granicus Legislative Management and Laserfiche allow documents
residing within a specific Laserfiche repository,to be attached directly to a legislative item,from within
the Granicus Legislative Management interface. In addition, a user can easily archive Granicus
Legislative Management reports into a specific Laserfiche repository.
GRANICUS LEGISLATIVE MANAGEMENT SUITE-MUNICODE INTEGRATION
Municipal Code Corporation and Granicus Legislative Management have partnered in an effort to
connect the Legislative management process with your codification process. This service is a federated
search between Granicus Legislative Management's InSite (Public Portal) and the online codification
hosted by Municipal Code Corporation. This integration allows constituents to look up your official code
through the common InSite query by launching a consecutive search on the MuniCode site and
simultaneously displaying search results from the official codification. As a pre-requisite,your code of
ordinances must be hosted by Municipal Code Corporation."
MCCi Page 62 of 80
ABBYY FlexiCapture- Advanced Data Capture
ABBYY FlexiCapture is a powerful data capture software that works with precision accuracy
to convert paper and image documents into business-ready data. ABBYY FlexiCapture
automates resource-consuming tasks such as data entry, document separation and
classification to significantly reduce the time it takes to deliver the data to business
processes.
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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 the accuracy of analysis and
forecasting. Some of the benefits of AP automation with FlexiCapture:
• Immediate Visibility: Invoices are automatically captured at the point of arrival.
• Higher Efficiency:Only invoices with errors,discrepancies,or violations of business terms are
brought to your attention.
• Greater Control: Early capture and classification of invoices by electronic approval. Invoices can
automatically be routed to the proper approvers according to supplier, purchasing department
and amounts.
• Low-risk Optimization: Deploys a standalone capture module and is infrastructure agnostic.
Works with your existing AP, ERP,workflow or business intelligence tools and enhances them
with high quality automated data capture.
FlexiCapture Functionality
ABBYY FlexiCapture for Invoices offers configurations ranging from single-user systems to
client-server enterprise-wide solutions for organizations with multiple accounting groups. It
can also be deployed in a shared service center and gather invoices captured at multiple
remote points into a single workflow. In addition to processing invoices, ABBYY FlexiCaptire
can be extended to address the capture needs of an entire organization. One system can be
used to classify and process documents originating in various departments and business
units, including remote ones. Including:
• Multi-Channel Capture
• Extraction of Data
• Ergonomic Date Verification Tools
• Straight-Through Processing
• Automatic Classification
• On-The-Fly Training
• Purchase Order Matching
• Archive Ready
MCCI I Page 63 of 80
Scanning
Depending on the project, MCCi has had success using both the Waterfall and Agile models
for Project Management.
In an Agile based project, MCCi still spends time developing a focused scope that targets
the client's specific requirements. The primary benefit of using an Agile methodology is that
clients benefit from the opportunity to see regular updates and influence the final design of
the repository and Workflows during the course of the project.
Projects always start with a Kickoff meeting, which allows MCCi Sales and Project
Management teams to come together with the Client to discuss expectations and ensure all
parties are on the same page. During the Kickoff meeting, MCCi's Project Manager sets the
schedule with the Client for Requirements Gathering and implementation of infrastructure
needed to support the Laserfiche system. Once servers are set up and allocated, an MCCi
Systems Engineer will install and configure the Laserfiche software. We often try to have the
servers ready during the Requirements Gathering meetings, so that the MCCi Project
Manager and Systems Engineer can visually build out the repository while the client's
administrator is able to watch. In the event the County goes with the SaaS model the
server installation would not apply.
The objective of Requirements Gathering meetings is to help lay out the "metadata" and
retention requirements for each identified Document Type that will be stored in
Laserfiche. This information will be key to determine to help with the scanning part of the
project.
After configuration of the system is complete, the Project Manager will schedule on-site
training with the client's administrators and end-users. Depending on the client's
preference, this may be a train-the-trainer style training, or we may train every employee
that will use the system.
Throughout the implementation, MCCi's Support Team is monitoring the status of the
project in the background. This ensures that when we transition the project from an active
project to our Support team, they are better enabled to support the client's ongoing needs.
We are passionate about client success, not only because it supports our business growth,
but we also take pride in the work that we do.
Below is an example of the flow for a project in terms of deliverables. Actual order of phases
and implementation timelines will be determined between MCCi and Client's project team to
evaluate priorities and available resources:
Project Management - Requirements Gathering
Deliverable - On-site interviews and discussion of project objectives. Written analysis
and recommendations for repository and workflow design.
Project Management - Document Type, System Layout, Retention Review
Deliverable - Mock ups of record retention folder structure, document templates
Project Management - Implementation of Review
Deliverable - configuration work performed in the Laserfiche repository for Retention
Schedules and Records Series, folder structure, indexing
Security Review and Implementation
Deliverable - Review by a Laserfiche Systems Engineer to ensure that the new folder
structure doesn't inadvertently result in access to Records by employees that are
unauthorized
MCCI I Page 64 of 80
On-site Record Management Training
Deliverable - training on the Laserfiche Records Management Edition modules, as well
as the Policies and Procedures associated with the implemented recommendations.
User Acceptance Testing
Deliverable - training on the new folder structure, as well as the Policies and
Procedures associated with the implemented recommendations.
Additional On-site Training
Deliverable - training on the new folder structure, as well as the Policies and
Procedures associated with the implemented recommendations.
MCCi primarily utilizes an application called Basecamp to manage our projects. Basecamp is
a commonly utilized Project Management tool that will allow for the Client to monitor the
status of the project and provide their own updates in the same web based environment
used by MCCi. At the beginning of the project, all of the milestones and tasks required to
complete the project will be itemized in Basecamp by the MCCi Project Manager responsible
for this project. The Client's project stakeholders will be added to the Basecamp project,
allowing them to log in and view outstanding tasks, including each task's due date and
assignment. For a preview of how Basecamp is an excellent collaboration tool, we suggest
visiting http://basecamp.com/tour
MCCi is focused on delivering the county a turnkey solution, not just scanning and indexing
the County' records. Our quality control and quality assurance focuses on preparation of
records, scanning & quality control, delivery and import of records into the client's system.
Our Laserfiche Project Manager will work with scanning staff to ensure a successful project.
Quality Control&Assurance
MCCi is focused on delivering the County a complete solution, not just scanning and
indexing the City's records. Our quality control and quality assurance focuses on evaluating
records for condition and other factors, preparation of records, scanning & quality control,
delivery and import of records into the client's system. Since MCCi would be setting up the
Laserfiche system, we would be architecting it based on the intended use. We plan to use
this information to make sure all scanned documents are incorporated into the current
Laserfiche system in a manner that will allow for optimal use and benefit. MCCi will deliver
data as a Laserfiche briefcase, matching existing templates in the County's Laserfiche
system to avoid duplication. This process will result in a much easier experience for County
personnel as they will have peace of mind knowing the records will be imported correctly
with little or no effort by staff. We would do a review of the current Laserfiche system to
help with architecture for imported files.
Image Processing, Quality Control & Assurance
MCCi understands the care needed to ensure that government documents are properly
preserved electronically. Our goal is that the final product will be utilized by County staff
and citizens indefinitely.
Timeline
The timeline with vary based on the option chosen by County. MCCi will work with the
County to schedule a pickup date for boxed documents. Once the documents are at our
facility, we will begin work.
MCCI I Page 65 of 80
While completing the project in a timely manner is important, MCCi values the quality and
accuracy of the project more than the speed at which it is completed. During the project
any records requests are typically handled within one business day of the request.
Secure Document Transportation
Documents will be inventoried, picked up, signed for by the driver, and transported to our
secure facility for preparation and processing. Once they arrive they will be signed in by a
supervisor, inventoried into our facility, labeled and secured until the work processes begin.
Document Processing
Our plan is specifically designed to review and monitor the quality of the customer's
information throughout the entire imaging process. As the work passes through each phase
of the imaging process, it is quality checked randomly by unit. Upon reaching the final
phase of the imaging process, we will have produced a quality product that multiple persons
have reviewed prior to delivery, and the customer can be assured that we have taken many
precautions to prevent unacceptable images/indexes. The inspection process focuses on
four primary areas of concern: 1. Document separation 2. Page capture 3. Image clarity 4.
Indexing integrity.
Prepping
Prepping starts with clear written prepping instructions so that each person prepping
documents understands the process. MCCi will work with the County to ensure accurate
instructions. Each member of the prep team will be trained on how to properly prep the
document. After initial prep is done, random samples are reviewed within each prepped box.
The review verifies that our personnel are adhering to MCCi's strict standard of excellence.
After all prepping QC has been performed, documents can move to the scanning phase.
Scanning
We review scanner settings, proper separation of files and boxes, etc. We review images
during the scanning process to make sure image clarity and page capture is hitting proper
standards. Samples are reviewed within each scanned box and compared to scanned
images. The review verifies that our personnel are adhering to the job specifications. The
County will review the first set of scanned images to confirm quality is meeting
expectations. MCCi uses a variety of scanners such as: Cannon G1130 Large Format
Scanner: Contex Premier G600 Plus
Final QC
Quality control happens throughout the lifecycle of image processing, so the final QC
centers around making sure project specifications were followed. Random samplings to
review proper prepping, scanning, and indexing have been done. Scanned images will be
reviewed in order to look for missing pages, blank pages, rotated pages, and other obvious
issues that did not meet project specifications.
Import of Records
MCCi is including import services to ensure that scanned records can be easily imported into
the County's system and filed in the proper location, decreasing the workload on the City.
Our staff are experts on importing records, Laserfiche best practices, architecture
standards, and templates/metadata.
Quality Assurance Is a Team Effort
Quality assurance is met in partnership with MCCi and the County as the owner of the
source documents. Upon receipt of delivery from the MCCi, The County should do the
following to ensure accuracy, quality and timely storage:
MCCI I Page 66 of 80
• Verify general contents of shipment match plan
• Spot check documents to assure proper order according to scope.
• Inspect chain of custody document
• Send documents to an area to be further validated against digital images.
• Let MCCI know as soon as possible if there are any errors or issues found.
The quality control steps provided by MCCi are designed to detect and correct errors in the
production process, and quality assurance is designed to verify the validity and accuracy of
the overall delivered product. We know that it takes a team approach for a successful and
quality project and look forward to working with the staff on ensuring the highest quality
result.
MCCi also has a cyber insurance policy that is documented in our insurance documentation
to show our focus on security.
MCCi I Page 67 of 80
Tab 9- Required Documents
Clean Mr and Water Act& Debarment Notice
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 0,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 tor
participation in Federal Assistance programs under Executive Order 12549,"Debarment and
Suspension",as described in the Federal Register and Rules and Regulations
Potential Vendor MCCi, LLC.
Print Name Donny Barstow
Address 1958A Commonwealth Lane
City,Sate.Zip Ta/Iltassee,FL 32303
Authorized signature
Date 3/15/2018
MCCI I Page 68 of 80
Contractor Requirements
Contractor Certification
Contractor's Employment Eligibility
Hy entering the contract.Contractor warrants compliance with the Federal Immigration and Nationality
Act(TINA),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.
Authorized signature d/
Date 3/15/2018
MCCI I Page 69 of 80
Antitrust Certification Statements (Tex. Government Code § 2155.005)
I affirm under penalty of perjury of the laws of the State of Texas that:
(1)I 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 MCCi,LLC.
Address 1958A Commonwealth Lane
City/State/Zip Tallahassee,FL 32303
Telephone No. (850)701-0725
Fax No. (850)564-7496
Email address dwb@mccinnovations.com
Printed name Donny Barstow
Position with company Presi eft
Authorized signature
MCCI I Page 70 of 80
FEMA Standard Terms and Conditions Addendum for Contracts and Grants
If any purchase made under the Master Agreement is funded in whole or in part by Federal Emergency Management
Agency("FEMA")grants,Contractor shall comply with all federal laws and regulations applicable to the receipt of FEMA
grants,including,but not limited to the contractual procedures set forth in Title 44 of the Code of Federal Regulations,
Part 13("44 CFR 13").
In addition,Contractor agrees to the following specific provisions:
1) Pursuant to 44 CFR 13.36(i)(1),University is entitled to exercise all administrative,contractual,or other remedies
permitted by law to enforce Contractor's compliance with the terms of this Master Agreement,including but not
limited to those remedies set forth at 44 CFR 13.43.
2) Pursuant to 44 CFR 13.36(i)(2),University may terminate the Master Agreement for cause or convenience in
accordance with the procedures set forth in the Master Agreement and those provided by 44 CFR 13.44.
3) Pursuant to 44 CFR 13.36(i)(3)-(6)(12),and(13),Contractor shall comply with the following federal laws:
a. Executive Order 11246 of September 24,1965,entitled"Equal Employment Opportunity,"as amended
by Executive Order 11375 of October 13,1967,and as supplemented in Department of Labor("DOL")
regulations(41 CFR Ch.60);
b. Copeland"Anti-Kickback"Act(18 U.S.C.874),as supplemented in DOL regulations(29 CFR Part 3);
c. Davis-Bacon Act(40 U.S.C.276a-276a-7)as supplemented by DOL regulations(29 CFR Part 5);
d. Section 103 and 107 of the Contract Work Hours and Safety Standards Act(40 U.S.C.327-30)as
supplemented by DOL regulations(29 CFR Part 5);
e. Section 306 of the Clean Air Act(42 U.S.C.1857(h),section 508 of the Clean Water Act(33 U.S.C.1368),
Executive Order 11738,and Environmental Protection Agency regulations(40 CFR part 15);and
f. Mandatory standards and policies relating to energy efficiency which are contained in the state energy
conservation play issued in compliance with the Energy Policy and Conservation Act(Pub.L.94-163,89
Stat.871).
4) Pursuant to 44 CFR 13.36(i)(7),Contractor shall comply with FEMA requirements and regulations pertaining to
reporting,including but not limited to those set forth at 44 CFR 40 and 41.
5) Pursuant to 44 CFR 13.36(i)(8),Contractor agrees to the following provisions 72 regarding patents:
a. All rights to inventions and/or discoveries that arise or are developed,in the course of or under this
Agreement,shall belong to the participating agency and be disposed of in accordance with the
participating agencies policy.The participating agency,at its own discretion,may file for patents in
connection with all rights to any such inventions and/or discoveries.
6) Pursuant to 44 CFR 13.36(i)(9),Contractor agrees to the following provisions,regarding copyrights:
a. If this Agreement results in any copyrightable material or inventions,in accordance with 44 CFR 13.34,FEMA
reserves a royalty-free,nonexclusive,and irrevocable license to reproduce,publish or otherwise use,for
Federal Government purposes:
1) The copyright in any work developed under a grant or contract;and
2) Any rights of copyright to which a grantee or a contactor purchases ownership with grant support.
7) Pursuant to 44 CFR 13.36(i)(10),Contractor shall maintain any books,documents,papers,and records of the
Contractor which are directly pertinent to this Master Agreement.At any time during normal business hours and as
often as the participating agency deems necessary,Contractor shall permit participating agency,FEMA,the
Comptroller General of United States,or any of their duly authorized representatives to inspect and photocopy such
records for the purpose of making audit,examination,excerpts,and transcriptions.
8) Pursuant to 44 CFR 13.36(i)(11),Contractor shall retain all required records for three years after FEMA or
participating agency makes final payments and all other pending matters are closed.In addition,Contractor shall
comply with record retention requirements set forth in 44 CFR 13.42.
MCCi I Page 71 of 80
Required Clauses for Federal Assistance provided by FTA
ACCESS TO RECORDS AND REPORTS
Contractor agrees to:
a) Maintain all books,records,accounts and reports required under this Contract for a period of not less
than three(3)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 Public Agency,the FTA Administrator,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 work,materials,payrolls,and other data and records
with regard to the Project,and to audit the books,records,and accounts with regard 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.
FTA does not require the inclusion of these requirements of Article 1.01 in subcontracts. Reference 49 CFR 18.39(i)(11).
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 implementing
requirements FTA may issue.
2) Equal Employment Opportunity. The following Equal Employment Opportunity requirements apply to this
Contract:
a. 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 in the future affect construction activities undertaken in the course of this Project.
Contractor agrees 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.
b. Age. 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
MCCi I Page 72of80
employees. In addition,Contractor agrees to comply with any implementing requirements FTA may
issue.
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.
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
applicablerequirements 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 indude the assurance in this paragraph.(See 49 CFR 26.13(b)).
MCCi I Page 73 of 80
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-OBE 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.
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,including
without limitation those listed directly or by reference in the Contract between public agency and the FTA,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,as set forth in the most current FTA Circular 4220.1F,dated November 1,2008,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 perform
any act,fail to perform any act,or refuse to comply with any public agency requests that would 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.
MCCi I Page 74 of 80
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.
PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS
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 the truthfulness and accuracy of
any statement it has made,it makes,it may make,or causes to me 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.
MCCI I Page 75 of 80
State Notice Addendum
Pursuant to certain state notice provisions the following public agencies and political subdivisions of the referenced
public agencies are eligible to access the contract award made pursuant to this solicitation. Public agencies and political
subdivisions are hereby given notice of the foregoing request for proposal for purposes of complying with the
procedural requirement of said statutes:
Nationwide: http://www.usa.gov/Agencies/Local Government/Cities.shtml
Other States: Cities,Towns,Villages,and Boroughs
No. 54 CITY OF MOSIER
Cities,Towns,Villages and Boroughs in Oregon 55 CITY OF NEWBERG
1 CEDAR MILL COMMUNITY LIBRARY 56 CITYOF NORTH PLAINS
2 CITY COUNTY INSURANCE SERVICES 57 CITY OF OREGON CITY
3 CITY OF ADAIR VILLAGE 58 CITY OF PHOENIX
4 CITY OF ALBANY 59 CITY OF PILOT ROCK
5 CIT/OF ASHLAND 60 CITY Of PORT ORFORD
6 CRY OF ASTORIA OREGON 61 CITY OF PORTLAND
7 CITY OF AUMSVILLE 62 CITYOF POWERS
8 CRY OF AURORA 63 CITY OF REDMOND
9 CITY OF BEAVERTON 64 CITY OF REEDSPORT
10 CITY OF BOARDMAN 65 CITY OF RIDDLE
11 CITY OF BURNS 66 CITY OF SALEM
12 CITY OF CANBY 67 CITY OF SANDY
13 CITY OF CANNON BEACH OR 68 CITYOF SANDY
14 CITY OF CANYONVILLE 69 CITY OF SCAPPOOSE
15 CITY OF CENTRAL POINT POLICE DEPARTMENT 70 CITY OF SEASIDE
16 CITY OF CLATSKANIE 71 CITY OF SHADY COVE
17 CITY OF COBURG 72 CITY OF SHERWOOD
18 CITY OF CONDON 73 CITY OF SPRINGFIELD
19 CITY OF C00S BAY 74 CRY OF ST.PAUL
20 CITY OF CORVALLIS 75 CITY OF STAYTON
21 CITY OF COTTAGE GROVE 76 CITY OF TIGARD,OREGON
22 CRY OF CRESWELL 77 CRY OF TUALATIN,OREGON
23 CITY OF DALLAS 78 CITY OF WARRENTON
24 CITY OF DAMASCUS 79 CITY OF WEST LINN/PARKS
25 CRY OF DUNDEE 80 CRY OF WILSONVILLE
26 CITY OF EAGLE POINT 81 CITY OF WINSTON
27 CITY OF ECHO 82 CITY OF WOOD VILLAGE
28 CITY OF ESTACADA 83 CITY OF WOODBURN
29 CRY OF EUGENE 84 CITY OFYACHATS
30 CITY OF FAIRVIEW 85 FLORENCE AREA CHAMBER OF COMMERCE
31 CITY OF FALLS CITY 86 GASTON RURAL FIRE DEPARTMENT
32 CITY OF GATES 87 GLADSTONE POLICE DEPARTMENT
33 CITY OF GEARHART 88 HOUSING AUTHORITY OF THE CITY OF SALEM
34 CITY Of GERVAIS 89 KEIZER POLICE DEPARTMENT
35 CITY OF GOLD HILL90 LEAGUE OF OREGON CITIES
36 CITY OF GRAMS PASS 91 MALIN COMMUNITY PARK AND RECREATION DISTRICT
37 CITY OF GRESHAM 92 METRO
38 CITY Of HAPPY VALLEY 93 MONMOUTH-INDEPENDENCE NETWORK
39 CITY OF HILLSBORO 94 PORTLAND DEVELOPMENT COMMISSION
40 CITU OF HOOD RIVER 95 RAINIER POLICE DEPARTMENT
41 CITY OF JOHN DAY 96 RIVERGROVE WATER DISTRICT
42 CRY Of KIAMATH FALLS 97 SUNSET EMPIRE PARK AND RECREATION
43 CITY OF LA GRANDE 98 THE NEWPORT PARK AND RECREATION CENTER
44 CITY OF LAKE OSWEGO 99 TILLAMOOK PEOPLES UTILITY DISTRICT
45 CITY OF LAKESIDE 100 TUALATIN VALLEY FIRE 8 RESCUE
46 CITY OF LEBANON 101 WEST VALLEY HOUSING AUTHORITY
47 CITY OF MALIN No. Counties and Parishes
48 CITY OF MCMINNVILLE 1 ASSOCIATION OF OREGON COUNTIES
49 CITY OF MEDFORD 2 BENTON COUNTY
SO CITY OF MILL CITY 3 CLACKAMAS COUNTY DEPT OF TRANSPORTATION
51 CRY OF MILLERSBURG 4 CIATSOP COUNTY
S2 CRY OFMILWAUKIE 5 COLUMBIA COUNTY,OREGON
S3 CITY OF MORO 6 COOS COUNTY HIGHWAY DEPARTMENT
7 CROOK COUNTY ROAD DEPARTMENT
MCCi I Page 76 of 80
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8 CURRY COUNTY OREGON 3 BAKER SCHOOL DISTRICT S-1
9 DESCHUTES COUNTY 4 BANDON SCHOOL DISTRICT
10 DOUGLAS COUNTY 5 BANKS SCHOOL DISTRICT
11 GILLIAM COUNTY 6 BEAVERTON SCHOOL DISTRICT
12 GILLIAM COUNTY OREGON 7 BEND/LA PINE SCHOOL DISTRICT
13 GRANT COUNTY,OREGON 8 BEND-LA PINE SCHOOL DISTRICT
14 HARNEY COUNTY SHERIFFS OFFICE 9 BROOKING HARBOR SCHOOL DISTRICT NO.17.0
15 HOOD RIVER COUNTY 10 CANBY SCHOOL DISTRICT
16 HOUSING AUTHORITY OF CLACKAMAS COUNTY 11 CANYONVILLE CHRISTIAN ACADEMY
17 JACKSON COUNTY HEALTH AND HUMAN SERVICES 12 CASCADE SCHOOL DISTRICT
18 JEFFERSON COUNTY 13 CASCADES ACADEMY OF CENTRAL OREGON
19 KLAMATH COUNTY VETERANS SERVICE OFFICE 14 CENTENNIAL SCHOOL DISTRICT
20 LAKE COUNTY 15 CENTRAL CATHOLIC HIGH SCHOOL
21 LANE COUNTY 16 CENTRAL POINT SCHOOL DISTRICT NO.6
22 LINCOLN COUNTY 17 CENTRAL SCHOOL DISTRICT 131
23 LINN COUNTY 18 CLACKAMAS EDUCATION SERVICE DISTRICT
74 MARION COUNTY,SALEM,OREGON 19 COOS BAY SCHOOL DISTRICT
25 MORROW COUNTY 20 COOS BAY SCHOOL DISTRICT NO.9
26 MULTNOMAH COUNTY 21 COQUILLE SCHOOL DISTRICT 8
27 MULTNOMAH COUNTY 22 COUNTY OF YAMHILL SCHOOL DISTRICT 29
28 MULTNOMAH LAW LIBRARY 23 CRESWELL SCHOOL DISTRICT
29 NAMI LANE COUNTY 24 CROSSROADS CHRISTIAN SCHOOL
30 POLK COUNTY 25 CULVER SCHOOL DISTRICT NO.
31 SHERMAN COUNTY 26 DAUAS SCHOOL DISTRICT NO.2
32 UMATILLA COUNTY,OREGON 27 DAVID DOUGLAS SCHOOL DISTRICT
33 UNION COUNTY 28 DAYTON SCHOOL DISTRICT NO.8
34 WALLOWA COUNTY 29 DE LA SALLE N CATHOLIC HS
35 WASCO COUNTY 30 DESCHUTES COUNTY SD NO.6-SISTERS SD
36 WASHINGTON COUNTY 31 DOUGLAS COUNTY SCHOOL DISTRICT 116
37 YAMHILL COUNTY 32 DOUGLAS EDUCATION SERVICE DISTRICT
1 BOARD OF WATER SUPPLY 33 DUF UR SCHOOL DISTRICT NO.29
2 COUNTY OF HAWAII 34 ELKTON SCHOOL DISTRICT NO.34
3 MAUI COUNTY COUNCIL 35 ESTACADA SCHOOL DISTRICT NO.108
No. Higher Education 36 FOREST GROVE SCHOOL DISTRICT
1 BIRTHINGWAY COLLEGE OF MIDWIFERY 37 GASTON SCHOOL DISTRICT 5111
2 BLUE MOUNTAIN COMMUNITY COLLEGE 38 GEN CONF OF WA CHURCH WESTERN OR
3 CENTRAL OREGON COMMUNITY COLLEGE 39 GLADSTONE SCHOOL DISTRICT
4 CHEMEKETA COMMUNITY COLLEGE 40 GLENDALE SCHOOL DISTRICT
5 CLACKAMAS COMMUNITY COLLEGE 41 GLIDE SCHOOL DISTRICT NO.12
6 COLUMBIA GORGE COMMUNITY COLLEGE 42 GRANTS PASS SCHOOL DISTRICT 7
7 GEORGE FOX UNIVERSITY 43 GREATER ALBANY PUBLIC SCHOOL DISTRICT
8 KLAMATH COMMUNITY COLLEGE DISTRICT 44 GRESHAM-BARLOW SCHOOL DISTRICT
9 LANE COMMUNITY COLLEGE 45 HARNEY COUNTY SCHOOL DIST.NO.3
10 LEWIS AND CLARK COLLEGE 46 HARNEY EDUCATION SERVICE DISTRICT
11 LINFIELD COLLEGE 47 HEAD START OF LANE COUNTY
12 UNN-BENTON COMMUNITY COLLEGE 48 HERITAGE CHRISTIAN SCHOOL
13 MARYLHURST UNIVERSITY 49 HIGH DESERT EDUCATION SERVICE DISTRICT
14 MT.HOOD COMMUNITY COLLEGE 50 HOOD RIVER COUNTY SCHOOL DISTRICT
15 MULTNOMAH BIBLE COLLEGE 51 JACKSON CO SCHOOL DIST NO.9
16 NATIONAL COLLEGE OF NATURAL MEDICINE 52 JEFFERSON COUNTY SCHOOL DISTRICT 509-1
17 NORTHWEST CHRISTIAN COLLEGE 53 JEFFERSON SCHOOL DISTRICT
18 OREGON HEALTH AND SCIENCE UNIVERSITY 54 KLAMATH FALLS CITY SCHOOLS
19 OREGON UNIVERSITY SYSTEM 55 LA GRANDE SCHOOL DISTRICT
20 PACIFIC UNIVERSITY 56 LAKE OSWEGO SCHOOL DISTRICT 71
21 PORTLAND COMMUNITY COLLEGE 57 LANE COUNTY SCHOOL DISTRICT 41
22 PORTLAND STATE UNIV. 58 LANE COUNTY SCHOOL DISTRICT 69
23 REED COLLEGE 59 LEBANON COMMUNITY SCHOOLS NO.9
24 ROGUE COMMUNITY COLLEGE 60 LINCOLN COUNTY SCHOOL DISTRICT
25 SOUTHWESTERN OREGON COMMUNITY COLLEGE 61 LINN CO.SCHOOL DIST.95C-SCIO SD
26 TILLAMOOK BAY COMMUNITY COLLEGE 62 LOST RIVER JR/SR HIGH SCHOOL
27 UMPQUA COMMUNITY COLLEGE 63 LOWELL SCHOOL DISTRICT NO.71
28 WESTERN STATES CHIROPRACTIC COLLEGE 64 MARION COUNTY SCHOOL DISTRICT 103-WASHINGTON ES
29 WILLAMETTE UNIVERSITY 65 MCMINNVILLE SCHOOL DISTRICT NO.40
1 ARGOSY UNIVERSITY 66 MEDFORD SCHOOL DISTRICT S49C
2 BRIGHAM YOUNG UNIVERSITY-HAWAII 67 MITCH CHARTER SCHOOL
3 COLLEGE OF THE MARSHALL ISLANDS 68 MOLALLA RIVER ACADEMY
4 RESEARCH CORPORATION OF THE UNIVERSITY OF HAWAII 69 MOLALLA RIVER SCHOOL DISTRICT NO.35
S UNIVERSITY OF HAWAII AT MANOA 70 MONROE SCHOOL DISTRICT NO.13
No. K-12 71 MORROW COUNTY SCHOOL DISTRICT
1 ARCHBISHOP FRANCIS NORBERT BLANCHET SCHOOL 72 MT.ANGEL SCHOOL DISTRICT NO.91
2 BAKER COUNTY SCHOOL DIST.161-MALHEUR ESD 73 MT.SCOTT LEARNING CENTERS
74 MULTISENSORY LEARNING ACADEMY
MCCi I Page 77of 80
75 MULTNOMAH EDUCATION SERVICE DISTRICT 16 BONNEVILLE ENVIRONMENTAL FOUNDATION
76 MYRTLE POINT SCHOOL DISTRICT NO.41 17 BOYS AND GIRLS CLUBS OF PORTLAND METROPOLITAN AREA
77 NEAH-KAH-NIE DISTRICT NO.S6 18 BROAD BASE PROGRAMS INC.
78 NESTUCCA VALLEY SCHOOL DISTRICT NO.101 19 CANBY FOURSQUARE CHURCH
79 NOBEL LEARNING COMMUNITIES 20 CANCER CARE RESOURCES
80 NORTH BEND SCHOOL DISTRICT 13 21 CASCADIA BEHAVIORAL HEALTHCARE
81 NORTH CLACKAMAS SCHOOL DISTRICT 22 CASCADIA REGION GREEN BUILDING COUNCIL
82 NORTH SANTIAM SCHOOL DISTRICT 291 23 CATHOLIC CHARITIES
83 NORTH WASCO CTY SCHOOL DISTRICT 21-CHENOWITH 24 CATHOLIC COMMUNITY SERVICES
84 NORTHWEST REGIONAL EDUCATION SERVICE DISTRICT 25 CENTER FOR RESEARCH TO PRACTICE
85 NYSSA SCHOOL DISTRICT NO.26 26 CENTRAL BIBLE CHURCH
86 ONTARIO MIDDLE SCHOOL 27 CENTRAL CITY CONCERN
87 OREGON TRAIL SCHOOL DISTRICT NO.46 28 CENTRAL DOUGLAS COUNTY FAMILY YMCA
88 OUR LADY OF THE LAKE SCHOOL 29 CENTRAL OREGON COMMUNITY ACTION AGENCY NETWORK
89 PHILOMATH SCHOOL DISTRICT 30 CHILDPEACE MONTESSORI
90 PHOENIX-TALENT SCHOOL DISTRICT NO.4 31 CITY BIBLE CHURCH
91 PORTLAND ADVENTIST ACADEMY 32 CLACKAMAS RIVER WATER
92 PORTLAND JEWISH ACADEMY 33 CLASSROOM LAW PROJECT
93 PORTLAND PUBLIC SCHOOLS 34 COAST REHABILITATION SERVICES
94 RAINIER SCHOOL DISTRICT 35 COLLEGE HOUSING NORTHWEST
95 REDMOND SCHOOL DISTRICT 36 COLUMBIA COMMUNITY MENTAL HEALTH
96 REEDSPORT SCHOOL DISTRICT 37 COMMUNITY ACTION ORGANIZATION
97 REYNOLDS SCHOOL DISTRICT 38 COMMUNITY ACTION TEAM,INC.
98 ROGUE RIVER SCHOOL DISTRICT NO.35 39 COMMUNITY CANCER CENTER
99 ROSEBURG PUBLIC SCHOOLS 40 COMMUNITY HEALTH CENTER,INC
100 SALEM-KEIZER PUBLIC SCHOOLS 41 COMMUNITY VETERINARY CENTER
101 SCAPPOOSE SCHOOL DISTRICT 11 42 CONFEDERATED TRIBES OF GRAND RONDE
102 SEASIDE SCHOOL DISTRICT 10 43 CONSERVATION BIOLOGY INSTITUTE
103 SEVEN PEAKS SCHOOL 44 CONTEMPORARY CRAFTS MUSEUM AND GALLERY
104 SHERWOOD SCHOOL DISTRICT 881 45 CORVALLIS MOUNTAIN RESCUE UNIT
LOS SILVER FALLS SCHOOL DISTRICT 46 COVENANT CHRISTIAN HOOD RIVER
106 SIUSLAW SCHOOL DISTRICT 47 COVENANT RETIREMENT COMMUNITIES
107 SOUTH COAST EDUCATION SERVICE DISTRICT 48 DECISION SCIENCE RESEARCH INSTITUTE,INC.
108 SOUTH LANE SCHOOL DISTRICT 4513 49 DELIGHT VALLEY CHURCH OF CHRIST
109 SOUTHERN OREGON EDUCATION SERVICE DISTRICT 50 DOGS FOR THE DEAF,INC.
110 SOUTHWEST CHARTER SCHOOL 51 DOUGLAS ELECTRIC COOPERATIVE,INC.
111 SPRINGFIELD SCHOOL DISTRICT N0.19 52 EAST HILL CHURCH
112 STANFIELD SCHOOL DISTRICT 53 EAST SIDE FOURSQUARE CHURCH
113 SWEET HOME SCHOOL DISTRICT NO.55 54 EAST WEST MINISTRIES INTERNATIONAL
114 THE CATLIN GABEL SCHOOL 55 EDUCATIONAL POLICY IMPROVEMENT CENTER
115 TIGARD-TUALATIN SCHOOL DISTRICT 56 ELMIRA CHURCH OF CHRIST
116 UMATILLA-MORROW ESD 57 EMERALD PUD
117 VERNONIA SCHOOL DISTRICT 471 58 EMMAUS CHRISTIAN SCHOOL
118 WEST HILLS COMMUNITY CHURCH 59 EN AVANT,INC.
119 WEST UNN WILSONVILLE SCHOOL DISTRICT 60 ENTERPRISE FOR EMPLOYMENT AND EDUCATION
120 WHITEAKER MONTESSORI SCHOOL 61 EUGENE BALLET COMPANY
121 YONCALIA SCHOOL DISTRICT NO.32 62 EUGENE SYMPHONY ASSOCIATION,INC.
1 CONGREGATION OF CHRISTIAN BROTHERS OF HAWAII,INC. 63 EUGENE WATER&ELECTRIC BOARD
2 EMMANUAL LUTHERAN SCHOOL 64 EVERGREEN AVIATION MUSEUM AND CAP.MICHAEL KING.
3 HANAHAU'OLI SCHOOL 65 FAIR SHARE RESEARCH AND EDUCATION FUND
4 HAWAII TECHNOLOGY ACADEMY 66 FAITH CENTER
5 ISLAND SCHOOL 67 FAITHFUL SAVIOR MINISTRIES
6 KAMEHAMEHA SCHOOLS 68 FAMILIES FIRST OF GRANT COUNTY,INC.
7 KE KULA 0 S.M KAMAKAU 69 FANCONI ANEMIA RESEARCH FUND INC.
8 MARYKNOLL SCHOOL 70 FARM WORKER HOUISNG DEV CORP
9 PACIFIC BUDDHIST ACADEMY 71 FIRST CHURCH OF THE NAZARENE
No. Nonprofit&Other 72 FIRST UNITARIAN CHURCH
1 211INEO 73 FORD FAMILY FOUNDATION
2 ACUMENTRA HEALTH 74 FOUNDATIONS FOR A BETTER OREGON
3 ADDICTIONS RECOVERY CENTER,INC 75 FRIENDS OF THE CHILDREN
4 ALLFOURONE/CRESTVIEW CONFERENCE CTR. 76 GATEWAY TO COLLEGE NATIONAL NETWORK
5 ALVORD-TAYLOR INDEPENDENT LONG SERVICES 77 GOAL ONE COALRION
6 ALZHEIMERS NETWORK OF OREGON 78 GOLD BEACH POLICE DEPARTMENT
7 ASHLAND COMMUNITY HOSPITAL 79 GOOD SHEPHERD COMMUNITIES
8 ATHENA LIBRARY FRIENDS ASSOCIATION 80 GOODWILL INDUSTRIES OF LANE AND SOUTH COAST COUNTIES
9 BARLOW YOUTH FOOTBALL 81 GRANT PARK CHURCH
10 BAY AREA FIRST STEP,INC. 82 GRANTS PASS MANAGEMENT SERVICES,DBA
11 BENTON HOSPICE SERVICE 83 GREATER HILLSBORO AREA CHAMBER OF COMMERCE
12 BETHEL CHURCH OF GOD 84 HALFWAY HOUSE SERVICES,INC.
13 BIRCH COMMUNITY SERVICES,INC. 85 HEARING AND SPEECH INSTITUTE INC
14 BLACHLY LANE ELECTRIC COOPERATIVE 86 HELP NOWT ADVOCACY CENTER
IS BLIND ENTERPRISES OF OREGON 87 HIGHLAND HAVEN
MCCi I Page 78 of 80
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88 HIGHLAND UNITED CHURCH OF CHRIST 160 PLANNED PARENTHOOD OF SOUTHWESTERN OREGON
89 MV ALLIANCE,INC 161 PORT CITY DEVELOPMENT CENTER
90 HOUSING AUTHORITY OF LINCOLN COUNTY 162 PORTLAND ART MUSEUM
91 HOUSING AUTHORITY OF PORTLAND 163 PORTLAND BUSINESS ALLIANCE
92 HOUSING NORTHWEST 164 PORTLAND HABILITATION CENTER,INC.
93 INDEPENDENT INSURANCE AGENTS AND BROKERS OF OREGON 165 PORTLAND SCHOOLS FOUNDATION
94 INTERNATIONAL SOCIETY FOR TECHNOLOGY IN EDUCATION 166 PORTLAND WOMENS CRISIS LINE
95 INTERNATIONAL SUSTAINABLE DEVELOPMENT FOUNDATION 167 PREGNANCY RESOUCE CENTERS OF GRETER PORTLAND
96 IRCO 168 PRINGLE CREEK SUSTAINABLE LIVING CENTER
97 JASPER MOUNTAIN 169 PUBLIC DEFENDER SERVICES OF LANE COUNTY,INC.
98 JUNIOR ACHIEVEMENT 170 QUADRIPLEGICS UNITED AGAINST DEPENDENCY,INC.
99 KLAMATH HOUSING AUTHORITY 171 REBUILDING TOGETHER-PORTLAND INC.
100 LACLINICA DEL CARINO FAMILY HEALTH CARE CENTER 172 REGIONAL ARTS AND CULTURE COUNCIL
101 LA GRANDE UNITED METHODIST CHURCH 173 RELEVANT LIFE CHURCH
102 LANE ELECTRIC COOPERATIVE 174 RENEWABLE NORTHWEST PROJECT
103 LANE MEMORIAL BLOOD BANK 175 ROGUE FEDERAL CREDIT UNION
104 LANECO FEDERAL CREDIT UNION 176 ROSE VILLA,INC.
105 LAUREL HILL CENTER 177 SACRED HEART CATHOLIC DAUGHTERS
106 LIFE WORKS NW 178 SAIF CORPORATION
107 LIVING WAY FELLOWSHIP 179 SAINT ANDREW NATIVITY SCHOOL
108 LOAVES&FISHES CENTERS,INC 180 SAINT CATHERINE OF SIENA CHURCH
109 LOCAL GOVERNMENT PERSONNEL INSTITUTE 181 SAINT JAMES CATHOLIC CHURCH
110 LOOKING GLASS YOUTH AND FAMILY SERVICES 182 SALEM ALLIANCE CHURCH
111 MACDONALD CENTER 183 SALEM ELECTRIC
112 MAKING MEMORIES BREAST CANCER FOUNDATION,INC. 184 SALMON-SAFE INC.
113 METRO HOME SAFETY REPAIR PROGRAM 185 SCIENCE WORKS
114 METROPOLITAN FAMILY SERVICE 186 SE WORKS
115 MID COLUMBIA COUNCIL OF GOVERNMENTS 187 SECURITY FIRST CHILD DEVELOPMENT CENTER
116 MID-COLUMBIA CENTER FOR LIVING 188 SELF ENHANCEMENT INC.
117 MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY,INC 189 SERENITY LANE
118 MORNING STAR MISSIONARY BAPTIST CHURCH 190 SEXUAL ASSAULT RESOURCE CENTER
119 MORMON CHILD AND FAMILY SERVICES 191 SEXUAL ASSAULT RESOURCE CENTER
120 MOSAIC CHURCH 192 SHELTERCARE
121 NATIONAL PSORIASIS FOUNDATION 193 SHERIDAN JAPANESE SCHOOL FOUNDATION
122 NATIONAL WILD TURKEY FEDERATION 194 SHERMAN DEVELOPMENT LEAGUE,INC.
123 NEW AVENUES FOR YOUTH INC 195 SILVERTON AREA COMMUNITY AID
124 NEW BEGINNINGS CHRISTIAN CENTER 196 SISKIYOU INITIATIVE
125 NEW HOPE COMMUNITY CHURCH 197 SMART
126 NEWBERG FRIENDS CHURCH 198 SOCIAL VENTURE PARTNERS PORTLAND
127 NORTH BEND CITY-COOS/URRY HOUSING AUTHORITY 199 SOUTH COAST HOSPICE,INC.
128 NORTHWEST FOOD PROCESSORS ASSOCIATION 200 SOUTH LANE FAMILY NURSERY DBA FAMILY RELIEF NURSE
129 NORTHWEST LINE JOINT APPRENTICESHIP&TRAINING COMMITTEE 201 SOUTHERN OREGON CHILD AND FAMILY COUNCIL,INC.
130 NORTHWEST REGIONAL EDUCATIONAL LABORATORY 202 SOUTHERN OREGON HUMANE SOCIETY
131 NORTHWEST YOUTH CORPS 203 SPARC ENTERPRISES
132 OCHIN 204 SPIRIT WIRELESS
133 OHSU FOUNDATION 205 SPONSORS,INC.
134 OLNET BAPTIST CHURCH 206 SPOTLIGHT THEATRE OF PLEASANT HILL
135 OMNIMEDIX INSTITUTE 207 SPRINGFIELD UTILITY BOARD
136 OPEN MEADOW ALTERNATIVE SCHOOLS,INC. 208 ST VINCENT DE PAUL
137 OREGON BALLET THEATRE 209 ST.ANTHONY CHURCH
138 OREGON CITY CHURCH OF THE NAZARENE 210 ST.ANTHONY SCHOOL
139 OREGON COAST COMMUNITY ACTION 211 ST.MARYS OF MEDFORD,INC.
140 OREGON DEATH WITH DIGNITY 212 5T.VINCENT DEPAUL OF LANE COUNTY
141 OREGON DONOR PROGRAM 213 STAND FOR CHILDREN
142 OREGON EDUCATION ASSOCIATION 214 STAR OF HOPE ACTIVITY CENTER INC.
143 OREGON ENVIRON ME NTAL COUNCIL 215 SUMMIT VIEW COVENANT CHURCH
144 OREGON MUSUEM Of SCIENCE AND INDUSTRY 216 SUNNYSIDE FOURSQUARE CHURCH
145 OREGON PROGRESS FORUM 217 SUNRISE ENTERPRISES
146 OREGON REPERTORY SINGERS 218 SUSTAINABLE NORTHWEST
147 OREGON STATE UNIVERSITY ALUMNI ASSOCIATION 219 TENAS ILLAHEE CHILDCARE CENTER
148 OREGON SUPPORTED LIVING PROGRAM 220 THE EARLY EDUCATION PROGRAM,INC.
149 OSLC COMMUNITY PROGRAMS 221 THE NATIONAL ASSOCIATION OF CREDIT MANAGEMENT-OREGON,
150 OUTSIDE IN INC.
151 OUTSIDE IN 222 THE NEXT DOOR
152 PACIFIC CASCADE FEDERAL CREDIT UNION 223 THE OREGON COMMUNITY FOUNDATION
153 PACIFIC FISHERY MANAGEMENT COUNCIL 224 THE SALVATION ARMY-CASCADE DIVISION
154 PACIFIC INSTITUTES FOR RESEARCH 225 TILLAMOOK CNTY WOME NS CRISIS CENTER
155 PACIFIC STATES MARINE FISHERIES COMMISSION 226 TILLAMOOK ESTUARIES PARTNERSHIP
156 PARALYZED VETERANS OF AMERICA 227 TOUCHSTONE PARENT ORGANIZATION
157 PARTNERSHIPS IN COMMUNITY LIVING,INC. 228 TRAILS CLUB
158 PENDLETON ACADEMIES 229 TRAINING EMPLOYMENT CONSORTIUM
159 PENTAGON FEDERAL CREDIT UNION 230 TRI-COUNTY HEALTH CARE SAFETY NET ENTERPRISE
MCCI I Page 79 of 80
231 TRILLIUM FAMILY SERVICES,INC. 9 DESCHUTES COUNTY REPO N0.2
232 UMPQUA COMMUNITY DEVELOPMENT CORPORATION 10 DESCHUTES PUBLIC LIBRARY SYSTEM
233 UNION GOSPEL MISSION 11 EAST MULTNOMAH SOIL AND WATER CONSERVANCY
234 UNITED CEREBRAL PALSY OF OR AND SW WA 12 GASTON RURAL FIRE DEPARTMENT
235 UNITED WAY OF THE COLUMBIA WILLAMETTE 13 GLADSTONE POLICE DEPARTMENT
236 US CONFERENCE OF MENONNITE BRETHREN CHURCHES 14 GLENDALE RURAL FIRE DISTRICT
237 US FISH AND WILDLIFE SERVICE 15 HOOOLAND FIRE DISTRICT NO.74
238 USAGENCIESCREDIT UNION 16 H0ODLAND FIRE DISTRICT 874
239 VERMONT HILLS FAMILY UR CENTER 17 HOUSING AUTHORITY AND COMMUNITY SERVICES AGENCY
240 VIRGINIA GARCIA MEMORIAL HEALTH CENTER 18 KLAMATH COUNTY 9-1-1
241 VOLUNTEERS OF AMERICA OREGON 19 LANE EDUCATION SERVICE DISTRICT
242 WE CARE OREGON 20 LANE TRANSIT DISTRICT
243 WESTERN RIVERS CONSERVANCY 21 MALIN COMMUNITY PARK AND RECREATION DISTRICT
241 WESTERN STATES CENTER 22 MARION COUNTY FIRE OISTRCT M1
245 WESTSIDE BAPTIST CHURCH 23 METRO
246 WILD SALMON CENTER 24 METROPOLITAN EXPOSITION-RECREATION COMMISSION
247 WILLAMETTE FAMILY 25 MONMOUTH-INDEPENDENCE NETWORK
248 WILLAMETTE VIEW INC. 26 MULTONAH COUNTY DRAINAGE DISTRICT MI
249 WOOOBURN AREA CHAMBER OF COMMERCE 27 NEAN KAN NIE WATER DISTRICT
250 WORD OF LIFE COMMUNITY CHURCH 28 NW POWER POOL
251 WORKSYSTEMS INC 29 OAK LODGE WATER DISTRICT
252 YOUTH GUIDANCE ASSOC. 30 OR INTL PORT OF COOS BAY
253 YWCA SALEM 31 PORT OF ST HELENS
1 ALOCHOLIC RE HABILITATION SVS OF HI INC DBA NINA MAUKA 32 PORT OF UMPQUA
2 ALOHACARE 33 REGIONAL AUTOMATED INFORMATION NETWORK
3 AMERICAN LUNG ASSOCIATION 34 RNERGROVE WATER DISTRICT
4 BISHOP MUSEUM 35 SALEM AREA MASS TRANSIT DISTRICT
S BUILDING INDUSTRY ASSOCIATION OF HAWAII 36 SANDY FIRE DISTRICT NO.72
6 CTR FOR CULTURAL AND TECH INTERCHNG BETW EAST AND WEST 37 SUNSET EMPIRE PARK AND RECREATION
7 EAH,INC. 38 THE NEWPORT PARK AND RECREATION CENTER
8 EASTER SEALS HAWAII 39 THE PORT OF PORTLAND
9 GOODWILL INDUSTRIES OF HAWAII,INC. 40 TILLAMOOK PEOPLES UTILITY DISTRICT
10 HABITAT FOR HUMANITY MAUI 41 TUALATIN HILLS PARK AND RECREATION DISTRICT
11 HALE MAHAOLU 42 TUALATIN VALLEY FIRE&RESCUE
12 HAROLD K.L.CASTLE FOUNDATION 43 TUALATIN VALLEY WATER DISTRICT
13 HAWAII AGRICULTURE RESEARCH CENTER 44 UNION SOIL&WATER CONSERVATION DISTRICT
14 HAWAII EMPLOYERS COUNCIL 4S WEST MULTNOMAH SOIL AND WATER CONSERVATION DISTRICT
15 HAWAII FAMILY LAW CLINIC DBA ALA KUOLA 46 WEST VALLEY HOUSING AUTHORITY
16 HONOLULU HABITAT FOR HUMANITY 47 WILLAMALANE PARK AND RECREATION DISTRICT
17 IUPAT,DISTRICT COUNCIL SO 48 YOUNGS RIVER LEWIS AND CLARK WATER DISTRICT
18 LANAKILA REHABILITATION CENTER INC No. State Agencies
19 LEEWARD HABITAT FOR HUMANITY1 BOARD OF MEDICAL EXAMINERS
20 MAUI COUNTY KU 2 OFFICE OF MEDICAL ASSISTANCE PROGRAMS
21 MAUI ECONOMIC DEVELOPMENT BOARD 3 OFFICE OF THE STATE TREASURER
22 MAUI ECONOMIC OPPORTUNITY,INC. 4 OREGON BOARD OF ARCHITECTS
23 MAUI FAMILY YMCA S OREGON CHILD DEVELOPMENT COALITION
24 NA HALE 0 MAUI 6 OREGON DEPARTMENT OF EDUCATION
25 NA LEI ALOHA FOUNDATION 7 OREGON DEPARTMENT OF FORESTRY
26 NETWORK ENTERPRISES,INC. 8 OREGON DEPT OF TRANSPORTATION
27 ORI ANUENUE HALE,INC. 9 OREGON DEPT.OF EDUCATION
28 PARTNERS IN DEVELOPMENT FOUNDATION 10 OREGON LOTTERY
29 POLYNESIAN CULTURAL CENTER 11 OREGON OFFICE OF ENERGY
30 PUNAHOU SCHOOL 12 OREGON STATE BOARD OF NURSING
31 ST.THERESA CHURCH 13 OREGON STATE POLICE
32 WAIANAE COMMUNITY OUTREACH 14 OREGON TOURISM COMMISSION
33 WAILUKU FEDERAL CREDIT UNION IS OREGON TRAVEL INFORMATION COUNCIL
34 YMCA OF HONOLULU 16 SANTIAM CANYON COMMUNICATION CENTER
No. Special/Independent Districts 17 SEIU LOCAL 503,OPEU
1 BAY AREA HOSPITAL DISTRICT 1 ADMIN.SERVICES OFFICE
2 CENTRAL OREGON INTERGOVERNMENTAL COUNCIL 2 HAWAII CHILD SUPPORT ENFORCEMENT AGENCY
3 CENTRAL OREGON IRRIGATION DISTRICT 3 HAWAII HEALTH SYSTEMS CORPORATION
4 CHEHALEM PARK AND RECREATION DISTRICT 4 SOH-JUDICIARY CONTRACTS AND PURCH
S CITY COUNTY INSURANCE SERVICES S STATE DEPARTMENT OF DEFENSE
6 CLEAN WATER SERVICES 6 STATE OF HAWAII
7 COLUMBIA 911 COMMUNICATIONS DISTRICT 7 STATE OF HAWAII
8 COLUMBIA RIVER PUO 8 STATE OF HAWAII,DEPT.OF EDUCATION
MCCi I Page 80 of 80
EXHIBIT B
qiccI
NCPA PRICING
MCCI PRODUCTS & SERVICES OFFERINGS
MCCi has summarized the discounts below available through the NCPA contract. A pricing proposal for
the products and services that meet your requirements can be furnished including discounts. The
following is to be an overview of the available discounts.
Product Description MSRP Discount Off MSRP Discounted Price
•
Managed Services Per Hour $140 10.00% $126.00
Laserfiche Administration Services Per $165 10.00% $148.50
Hour
Docs on the Cloud Services - Pro
Configuration up to 150 GB Storage Varies 2.00%
(Per Year)
Docs on the Cloud Services VPN
Tunnel (Per Year) Varies 2.00%
Docs on the Cloud Services One Time Varies 2,00%
Server Charge
* Service Items Below Receive an Additional 5% Discount (Total of 10% Discount) for Clients with
Active MCCi Service Level Agreement
Onsite Configuration and Training - 2
Days or more (includes Travel $2,500 5.00%* 52,375.00
Expenses)
Onsite Configuration and Training - Up $3,000 5.00%* $2,850.00
to 1 Day (includes Travel Expenses)
Weekend/After Hours Premium Charge $1,000 5.00%* $950.00
Remote Installation/Training - Up to 1 $1,640 5.00%k $1,558.00
Day
Project Management Rate Per Hour $205 5.00%* $194.75
Development Rate Per Hour $205 5.00%* 194.75
MCCI SO
MCCi OCR Scheduler Software $1,500 7.00% I $1,395.00
* Annual Support/Subscription Discounts Below Require an Active MCCI Service Level Agreement
MCCi OCR Scheduler Support $330 10.00%' $297.00
Lasarflcha
Laserfiche On-Premise Software Varies 7.00%
Laserfiche Cloud Software Varies 3.00%
* Annual Support/Subscription Discounts Below Require an Active MCCI Service Level Agreement
Laserfiche On-Premise Software Varies 10.00%"
Support
Laserfiche Subscription Varies 5.00%k
Laserfiche Cloud Support Varies 3.00%w
.ustFOIA
Annual Subscriptions Varies 10.00%
Trainin and Services Varies 10.00%
Grankus
Annual Subscriptions Varies 3.00%
Granicus Legislative Management o
Onsite Services - Up to 1 Day $2,500 4.75 /o $2,381.25
1
Granicus Legislative Management $205 4.75% $195.26
Hourly Rate
ABBYY
Software Varies H 5.00%
Services Varies 5.00%
*Annual Support Discounts Below Require an Active MCCI Service Level Agreement
Support Varies 5.000/0*
SCANNING OFFERINGS
i _.,_,_ ., Government Not-to-Exoeed Scanning Pricing iiiiiiiir
Regular Size Image 300 DPI Scanning
ii Images Quantity per Image Doc Prep per Page OCR per Image
up to 11"x17"
Per Image < 300 $0.80 $0.25 $0.01
Per Image < 2,000 $0.30 S0.20 $0.01
Per Image < 5,000 $0.20 $0.15 $0.01
Per Image < 10,000 $0.18 $0.10 $0.01
Per Image < 25,000 S0.16 $0.10 $0.01
Per Image < 100,000 $0.12 $0.05 $0.01
Per Image < 250,000 50.11 $0.02 $0.01
Per Image < 500,000 50.09 $0.02 $0.01
Per Image > 500,001 $0.07 S0.02 $0.01
Large Format Image 300 DPI Scanning Doc Prep per Page
up to 42" wide Quantity per Image
Per Image < 500 $2.00 $0.02
Per Image < 1,000 $1.75 $0.02
Per Image < 10,000 $1.45 $0.02
Per Image < 25,000 $1.35 $0.02
Per Image < 50,000 $1.20 50.02
Per Image > 50,000 _ S1.10 _ $0.02
Color Scanning Scanning Rate per Image
Regular Size $0.50 per image in addition to scanning rate for regular images
Large Format $1.00 per image in addition to scanning rate for large format images
Microform
nIImages Image 16mm Microfilm 35mm 16mm 35mm
*$100 MiCharge* Quantity Microfilm Microfiche Microfiche
Per Image < 5,000 $0.060 $0.085 $0.130 $0.750
Per Image < 10,000 $0.050 $0.075 $0.125 $0.750
Per Image < 25,000 $0.050 $0.075 $0.120 $0.700
Per Image < 50,000 $0.045 $0.070 $0.120 $0.675
Per Image > 50,000 $0.040 $0.065 $0.115 $0.650
Bound Book Image Scanning Rate per Image
Scanning Quantity
Per Image < 1,000 $2.00
Per Image < 10,000 $1.25
Per Image < 25,000 $1.15
Per Image > 25,000 $1.10
Indexing Fields Total Price per Index -
per Index Indexes
Per Index Field < 500 $0.35
Per Index Field < 1,000 $0.33
Per Index Field < 10,000 $0.19
Per Index Field < 25,000 $0.16
2
Per Index Field < 50,000 $0.13
Per Index Field 100,000 $0.12
Per Index Field 100001 $0. 10
Method of Delivery Rate Minimum
Pick Up, Per Box $15.00 $75.00
Delivery, Per Box $15.00 $75.00
Other Services Rate
Destruction $6.00 (Per Standard Size Box (3 cubic feet)
Burn DVD/CD, Per $60.00
Set
3