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HomeMy WebLinkAbout06 IMAGING SYSTEM 05-17-99 ¡'GENDA DATE: MAY 17, 1999 NO.6 5-17-99 /"(\1 -A /ú~~ j~ ¡nter-com'\~~ TO: WILLIAM A. HUSTON, CITY MANAGER FROM: VALERIE CRABILL, CHIEF DEPUTY CITY CLERK SUBJECT: AWARD CONTRACT - DOCUMENT IMAGING SYSTEM, ARCHIVE AND RETRIEVAL SUMMARY: The City Clerk's Office has issued a Request for Proposal to purchase a Document Imaging System, Archive and Retrieval, to accommodate the record storage and document/information retrieval needs of City Hall. RECOMMENDATION: Authorize the City Manager to execute an agreement with RT Lawrence Corporation, La Mirada, California, for the purchase of a Laserfiche Document Imaging System, Archive and Retrieval, Phases I and II, for a not-to-exceed amount of $72,800 upon review and approval of the City Attorney. FISCAL IMPACT: The cost for completion of Phase I is $38,200; Phase II costs are estimated at $34,600. Phase I of the project will be installation of the system for the City Clerk. Phase I expenditure also includes costs for the lIbackbone" of the system needed for city-wide implementation in Phases II and III. Funding for the $72,800 not-to-exceed amount for completion of Phases I and II has been appropriated in the 1998-99 budget at $70,500. BACKGROUND: The City Clerk's office began the process for purchasing a document imaging system for City Hall in order to minimize storage space and labor required to manually store, retrieve and process paper and microfilm documents. All departments are approaching critical storage space needs and retrieval of documents/information can be cumbersome and time consuming. Document imaging is a computer program that allows copies of original documents to be stored on a compact disc (CD) (approximately 10,000-16,000 pages of text per a single CD) and provides automated methods of document/i nformation retrieval. To begin the process, a Document Imaging System (DIS) Team was formed consisting of a Records Management Consultant, Chief Deputy City Clerk, Finance Director, and the Document Imaging C Page 2, 5-17-99 Jct Assistant Director of Community Development. The DIS Team prepared a Request for Proposal (Attachment A) which was forwarded to 48 vendors. On March 4, 1999, ten vendors submitted proposals for implementation of a document imaging system in three phases. Following review and ranking of the proposals by the DIS Team, five vendors were invited to provide on-site demonstrations of their product at City Hall. Upon completion of the on-site demonstrations, the DIS Team traveled to the Cities of Rancho Cucamonga, Upland and Norwalk to view operation of the final three software products. Reference checks were conducted on the software and vendors under final consideration. A Document Imaging System Rating Matrix (Attachment B) was developed to assist the DIS Team in evaluating the final three software products. As indicated in the Matrix, the vendor cost breakdown to complete Phases I and II of the project were as follows: RT Lawrence Corporation (Laserfiche) Cook-Arthur (Liberty) $ 72,800 $ 94,300 $ 66,500 *Decision Management (Questys) * Decision Management's proposal was for Questys 2000 product. Questys 2000 is a brand new product. During the on-site and off-site demonstrations, Decision Management was unable to provide a complete and thorough demonstration of their product, the product has not been sold to any other municipality or agency preventing a valid evaluation of the product in use, and for these reasons Decision Management's proposal was eliminated. RT Lawrence Corporation, with Laserfiche software, was selected as the successful vendor. The selection of RT Lawrence and Laserfiche was based on: extensive experience with municipalities, product design for record storage and searching capabilities are very user-friendly, high level of flexibility in customizing the product, competitive pricing, and excellent reference checks. The primary benefits of implementing a document imaging system are reduction in storage space, elimination of labor intensive and time consuming document/information retrieval, and acquisition of technology that will meet the continuing growth needs of the City. ()~ . Valerie Crabill, Chief Deputy City Clerk Attachment A - Request for Proposals Attachment B - Rating. Matrix ATTACHMENT A REQUEST FOR PROPOSALS TUSTIN, CALIFORNIA DOCUMENT IMAGING SYSTEM Archive and Retrieval Winter, 1999 Developed by Diane R. Gladwell, CMC (909) 337-3516 Table of Contents Executive Summary................. ... ....... ....... ......... ....................................... ii SECTION 1: SECTION 2: SECTION 3: SECTION 4: Project Overview ..........................................................1 1.0 Organization Background .......................................1 1.1 .Existing Technology Environment............................ 1 1.2 DocumentImagingProjectTeam...............................1 1.3 Pre-Proposal Conference........................................2 1.4 Vendor Selection Process .......................................2 1.5 Vendor Selection Criteria........................................ 2 Work Scope............ ........... ...... ........ ..... ....... ...... .........4 2.0 Deliverables ....................................................... 5 2.1 Phase I: .City Clerk............................................. 5 2.2 Phase II: City-WideExpansion................................5 2.3 Phase III: SystemBuildout.....................................6 Proposal Requirements ................................................... 7 3.0 Proposal .Form................................................... 7 3.1 Proposal Submission....... ................ .. ............. ... ... 7 Conditions..................................................................8 4.0 4.1 4.2 4.3 4.4 4.5 Rights..............................................................8 LatestTechnology................................................8 Ability to Perform................................................ 8 Acceptance Test/Title. .... ........ ..... ...... ...................8 Payment Terms ................................................... 9 Agreement.........................................................9 PROPOSAL FORMS.. ..................... .... ......... ....... ..... ....... ......... .............. Al Attachment A ..... ','.".'..' .............................. ..... ...... ............ Al AttachmentB .. ...... .......... ... ....... .... ............. ......... ......... ..... BI CONTRACT... ....... .......... ................ ....... ... ................... .............. ..... .... CI NETWORK AND CITY FACILITY MAPS... ................ ............ .......... .......... .MI Developed by Diane R. Gladwell, CMC (909) 337-3516 1 EXECUTIVE SUMMARY The City of Tustin is soliciting proposals for the acquisition, installation, training, and support for a document imaging storage and retrieval system. This RFP will cover a pilot system consisting of hardware and software for Phase I: City Clerk Department ConcuITent Licenses -2 concurrent retrieval workstations -1 scanning workstation City-Wide Concurrent Licenses (selected placements) -8 additional concurrent retrieval workstations -2 additional scanning workstations City-Wide Concurrent Licenses (build-out) -15 additional concurrent retrieval workstations -1 additional scanning workstations Phase II: Phase ill: Phase I alternate: City Clerk Department Individual Workstation Licenses -2 retrieval workstations -1 scanning workstation Phase II alternate: City-Wide Individual Workstation Licenses (selected) -18 additional retrieval workstations -2 additional scanning workstations Phase III alternate: City-Wide Individual Workstation Licenses (build-out) -3D additional retrieval workstations -1 additional scanning workstation If Phase I proves successful, Phase II will be implemented in the fall of 1999. The project budget for Phase I is $40,000. Phase n and ill will be funded based upon the system selected. The deadline for submission of proposals is March 4, 1999 at 5:00 p.m. Minimum Requirements for Proposers -The proposing firm (vs. software manufacturer) must have installed and supported at least one installation with 25 or more workstations successfully operating in an IBM Novell and NT networked environment at a business location. -Input and export via scanning or standard data file format imports (ASCII, BMP, G IF, TIFF, JPEG, PD F) -ODBC and OLE - compliant software (all databases) -Greyscale scanner rated at 36 pages per minute or higher -OCR (Optical Character Recognition) Developed by Diane R. Gladwell, CMC (909) 337-3516 .. n .Full-text searching .Writes to media which does not permit additions, deletions or changes (CD, WORM, or DVD) to produce copies for off-site storage. . . High levels of access security -On-Site training .Software technical support and annual maintenance . Breakout pricing proposal for individual components (hardware, software, installation, and training) .On-Site demonstration Developed by Diane R. Gladwell, CMC (909) 337-3516 111 SECTION 1 PROJECT OVERVIEW 1.0 ORGANIZA TION BACKGROUND Tustin was incorporated in 1927 and has a population of 65,000. The City has over 200 employees which are organized into 10 departments located in 7 buildings. Personnel and Police have significant numbers of records that are not accessible to the public and/or other city employees. 1.1 EXISTING TECHNOLOGY ENVIRONMENT The City of Tustin has a state-of-the-art Wide Area Network which connects approximately 200 users at six sites. A network diagram is included with this RFP. The City's network is running with mixed Novell v4.11 and Microsoft NT v4.0. Documents are stored on the three (3) Novell servers and one NT server operated Exchange v5.5 for internal email. The network uses IPX and TCP/IP protocols over Ethernet 10/1 00 mbps topology with twisted pair wiring and, fiber optic, ISDN and TI connections between selected sites and within certain sites. All existing workstations are IBM compatible PC's with Pentium chips and a minimum configuration of 75Mhz with 16 Mb of RAM 500 MB hard drives and 14" monitors (640x480 resolution); all new computers substantially exceed this minimum configuration. All workstations run either Microsoft Window 95 or 98 with Microsoft Office. Tustin utilizes McMee virus protection on all workstations and servers. . Bi-Tech's Unix based financial application is currently being installed and will be utilized City-wide. The Police Department utilizes a NT based network for all desktop applications; they are in the process of implementing a separate document. imaging system (there are no plans for other City departments to have access to this system). The principal legacy applications are Novell based and utilized for Business Licenses, .Development Permit Tracking, Parks and Recreation class scheduling, Personnel application tracking and a variety of other ancillary applications. The City currently has no full featured GIS system, but does utilize AutoCad and AutoCad Map for mapping the City. 1.2 DOCUMENT IMAGING PROJECT TEAM A project team comprised of representatives from various departments has been organized to bring this technology to the City of Tustin. The consultant for this project is Diane R. Gladwell, CMC. Questions or comments concerning this RFP are to be directed to: . Developed by Diane R. Gladwell, CMC (909) 337-3516 1 Diane R. Gladwell, CMC P.o. Box 62 Lake Arrowhead, CA 92352 Voice: (909) 337-3516 Fax: (909) 337-3526 E-mail: gladwell4@aol.com The RFP will be made available in electronic form upon request. All questions related to this RFP should be submitted in writing and be addressed directly to the consultant; this will ensure equity among proposers and that the question and cocrect information is routed to the appropriate person. Telephone communications shall not be binding on the Consultant(s) or City. Contact with City employees is expressly prohibited without prior. consent 1.3 PRE-PROPOSAL CONFERENCE An optional pre-proposal conference and facility tour will be held: Thursday, February 18, 1999, 10:00 a.m. Council Chambers Tustin City Hall 300 Centennial Way Audio tape recordings of the conference will be available upon request. 1.4 VENDOR SELECTION PROCESS 1.4.1 Selected vendors that meet the minimum requirements will be invited to demonstrate their systems on site. 1.4.2 All vendors seeking proposal award must demonstrate their system at Tustin on March 29, 1999. Times will be scheduled by Tustin's staff after the bids have been received and reviewed and qualified vendors determined. 1.4.3 All vendors will be required to bring system manuals for review. 1.4.4 The City will require visits to existing installations of selected systems approximately two weeks following the demonstrations outlined in 1.4.2. If this is necessary, aITangements will be made individually with the vendor. 1.4.5 Proposals will be available for public review when the award recommendation is presented to Council. 1.5 VENDOR SELECTION CRITERIA Evaluation of the proposals is expected to be completed within 30 days after their receipt. The lowest priced proposal will not necessarily be selected. Selection Developed by Diane R. Gladwell, CMC (909) 337-3516 2 criteria upon which evaluation of the proposals will be based includes, but is not limited to the following: 1.5.1 Ease of Use 1.5.2 Speed (input, processing, and retrieval) under fully loaded conditions 1.5.3 Features 1.5.4 Security 1.5.5 Demonstrated competence & qualifications 1.5.6 Responsiveness to RFP 1.5.7 References 1.5.8 Integration to other applications 1.5.9 CompensatiC?n The City of Tustin reserves full discretion to determine the competence and responsibility, professionally and/or financially, of proposers. . Developed by Diane R. Gladwell, CMC (909) 337-3516 3 2.0 2.1 SECTION 2 WORK SCOPE DELIVERABLES Deliverables shall include, at the least, the following components, installed and fully functional as described below, at specified Tustin City buildings as appropriate for Phase I, and Phase II: 2.0.1 All required software (2 copies on CD for every release, including upgrades). 2.0.2 All required hardware. 2.0.3 All required ancillary devices (if required, cabling and network upgrades must be fully disclosed with the bid proposal, but will be provided by the City of Tustin). 2.0.4 The successful installation of the City Clerk Department (phase I) must take place within 45 days of contract execution by both parties. Successful installation for Phase II will take place within 45 days from the City's written notice to proceed. Successful installation is defined as all components purchased via this proposal and subsequent agreement are fully operational and able to be relied upon on a daily basis by the City of Tustin. The consultant will provide an acceptance certificate prior to the detennination of successful installation. 2.0.5 Manuals (one for each software license purchased). 2.0.6 On-site employee training within 14 days of successful installation. 2.0.7 Annual software maintenance and upgrades. PHASE I: CITY CLERK Includes hardware and software for 1 scannIng workstation and 2 retrieval workstations. The proposed system for Phase I shall be able to support the current and future records volumes and system traffic demands. At the present time, there are no funds budgeted for backfile conversion. Backfile conversion will be budgeted based upon bids received. For planning purposes, these figures represent the largest possible databases; Community Development records are included. 2.1.1 Minimum of 2 concurrent users perfonning full-text searches, retrieving, and/or printing images simultaneously. Developed by Diane R. Gladwell, CMC (909) 337-3516 4 2.1.2 Backlog of approximately 1,900,000 letter sized images stored on paper. Content ratio is 60% typed / 25% maps diagrams or pictures / 15% handwritten on forms. 2.2.3 Backlog of approximately 400,000 "E" sized (Up to 34" x 44") images. Content ratio is 1 00% maps or diagrams. 2.1.4 Backlog of approximately 400,000 letter-sized images stored on microfiche. Content ratio is 70% typed / 30% maps, diagrams or pictures. 2.1.5 Backlog of approximately 150,000 E-sized images stored on microfiche. Content ratio is 70% typed / 30% maps, diagrams or pictures. 2.1.6 Future volume of approximately 400,000 letter sized images per year. Content ratio will be 85 % typed / 15 % maps, diagrams or pictures. 2.1.7 Future volume of approximately 6,000 "E" sized (Up to 34" x 44") images per year. Content ratio will be 100% maps or diagrams 2.2 PHASE II: CITY-WIDE EXPANSION Includes hardware and software for 2 additional scanning workstations and an additional 8 concurrent (10 total) (or alternate additional 18 individual) workstations. The proposed system for Phase n shall be able to support the current and future records volumes and system traffic demands (numbers include volumes specified in Phase I, and are presented with the same concepts.) Tustin's strategy is based upon acquiring additional capacity for the RAID server after the initial configuration is fully utilized. 2.2.1 Minimum of 10 concurrent users performing full-text searches, retrieving images, and/or printing text or images (includes users in Phase I) while 3 scanning workstations are importing images and data. 2.2.2 Backlog of approximately 4,500,000 letter sized images. Content ratio is 60% typed /25% maps diagrams or pictures / 15% handwritten on forms. 2.2.3 Backlog of approximately 500,000 "E" sized (Up to 34" x 44") blueprint and velum images. Content ratio is 1 00% maps or diagrams. 2.2.4 Backlog of approximately 300,000 "greenbar" financial report pages (147/8" x 8 1/2"). Content ratio is 100% text (dot-matrix printing); some may be eligible for COLD with form overlay. 2.1.5 Backlog of approximately 600,000 letter-sized images stored on microfiche. Content ratio is 70% typed / 30% maps, diagrams or pictures. 2.1.6 Backlog of approximately 200,000 E-sized images stored on microfiche. Content ratio is 70% typed / 30% maps, diagrams or pictures. 2.2.7 Future volume of approximately 1,200,000 letter sized images per year. Content ratio will be 60% typed / 25% maps diagrams or pictures / Developed by Diane R. Gladwell, CMC (909) 337-3516 5 15% handwritten on forms. 2.2.8 Future volume of approximately 7,000 "E" sized images per year. Content ratio will be 1000/0 maps or diagrams. 2.2.9 Future volume of approximately 2,500 "greenbar" financial report images (147/8" x 8 1/2"). Content ratio is 100% text (dot matrix printing); all will be eligible for COLD with fonn overlay) 2.3 PHASE III: SYSTEM BUILD-OUT Includes hardware and software for one additional scanning workstation and additional 15 concurrent (or alternate of 30 additional workstation licenses) retrieval workstations. The proposed system for Phase III shall be able to support the CUlTent and future records volumes and system traffic demands as stated in 2.2 above. Developed by Diane R. Gladwell, CMC (909) 337-3516 6 3.0 3.1 SECTION 3 PR 0 POSAL REQUIREMENTS PROPOSAL FORM All proposals must be submitted on the formes) provided in the RFP Specifications. Supplemental material may also be submitted. PROPOSAL SUBMISSION 3.1.1 Proposals must be received no later than March 4. 1999 at the following location: City Clerk City of Tustin 300 Centennial Way Tustin, CA. 92780 Proposals received after this date will not be considered. This is a closed bid process. 3. 1.2 All proposals must be submitted in a sealed envelope or package, plainly marked "Proposal for Document Imaging Archive and Retrieval System" with the name and address of the proposer and the date and time of proposal opening on the outside of the envelope or package. No FAX submittals will be accepted. 3.1.3 Five (5) copies of the proposal must be provided. 3.1.4 Proposals must be signed by an individual authorized to bind the proposing entity to all commitment contained therein. 3.1.5 Proposers shall identify in writing all financial statements, copyrighted. material, trade secrets, or other proprietary information that it asserts is exempt from disclosure under the Public Records Act. Developed by Diane R. Gladwell, CMC (909) 337-3516 7 4.0 SECTION 4 CONDITIONS RI G HTS The City of Tustin ("City") reserves the following rights: 4.0.1 To modify this Request for Proposal. 4.0.2 To require additional demonstrations and site visits to existing installations. 4.0.3 To determine the competence and responsibility, professionally and/or financially, of proposers. 4.0.4 To accept the proposal most advantageous to it. 4.0.5 To purchase selected items the successful bidder. 4.0.6 To reject all proposals. 4.1 LATEST TECHNOLOGY The proposer must provide all new hardware and the latest versions of all software. All manufacturers licenses, titles, manuals, and warrantees will be passed through to the City of Tustin. The proposer warrants that deliverables will be in conformance with the RFP, free from defects of product or workmanship, and fit for the intended purpose. All warrantees survive delivery and are not waived by the City's acceptance or payment. 4.2 ABILITY TO PERFORM Proposer warrantees that it possesses the expertise to provide all equipment, labor, materials and licenses necessary to carry out and complete the work in compliance with the request for proposal as well as any and all federal or state laws and regulations. The proposer shall guarantee that all provisions of the proposal submitted shall remain in effect for a period of 90 calendar days from the date of proposal opening. . Proposal may not be withdrawn after the submission date. 4.3 ACCEPTANCE TEST I TITLE The City will require a 30-day acceptance test which will begin after completion of installation and training for Phase I and Phase ll. 10% of the price of hardware and Developed by Diane R. Gladwell, CMC (909) 337-3516 8 4.4 4.5 software will be retained by the City, and will be released after successful performance of the acceptance test. After installation and training, the City will exercise all functions of the system to ensure it meets all requirements stated in this RFP and as stated in the Vendor's proposal. The Vendor has a duty to repair or replace any problem components. The City's accept~ce will be transmitted in writing. If there is no successful completion of the acceptance test, the City shall have the option to return all equipment and software and the Vendor shall refund any moneys paid. PAYMENT TERMS Payment for equipment and software, less 100/0 of the price of equipment and software, will be made upon successful installation at the City of Tustin (all components and functions operating successfully using Tustin's existing network.) Upon request, the City may consider alternate payment schedules. After successful completion of the 30-day acceptance test, the City will release the 10% holdback. The contractor shall provide separate billing for equipment, software, installation, and training. AGREEMENT Upon selection, Proposer will be required to enter into an agreement with the City of Tustin (Attachment B) within 10 days after receipt of the agreement forins and notice to proceed from the City. Proposer warrants it is willing and capable of entering into this agreement and signing both certificates. Failure or refusal to enter into an Agreement as herein provided or to conform to any of the stipulated requirements in connection therewith shall be just cause for an annulment of the award. Vendors should note requirements regarding indemnification and insurance. The insurance provision should be reviewed by your insurance agent to ensure your ability to comply in a timely fashion. Developed by Diane R. Gladwell, CMC (909) 337-3516 9 Pricing MUST be submitted on this form. A TT ACHMENT A: PROPOSAL" FORM - PART 1 page At COMPONENT BRAND MODEL OR VERSION SPECIFICATIONS lemented in current software. M=Software will be modified to ~)Onse Codes: C=Fullv im I.a Software: 1 ,"ni ng/retrieval Jrkstation (Phase I) l.b Software: 2 Scanning/retrieval workstations (Phase II) t.c Software: 3 Scanning/retrieval workstations (Phase Ill) I.d Software: 2 CONCURRENT retrieval workstations (Phase I) I.e Software: 8 CONCURRENT retrieval workstations (Phase II) f Software: 15 JNCURRENT retrieval workstations (Phase Ill) I.g Software: List "Bundled" prices for " . Concurrent software licenses up to 100 users I.h Alternate Software: 2 INDIVIDUAL retrieval workstations (Phase I alternate) Developed by Diane R. Gladwell, CMC for the City of Tustin (909) 337-3516 RESPONSE CODE I NET PRICE (C, M, D - PHASE I see below) NET PRICE PHASE n (Do NOT include" Phase I costs) NET PRICE PHASE ill (Do NOT include Phase I or II costs) NET PRICE OPTIONAL UPGRADE (DO NOT include in other Phase costs) Proposers are not required to bid on optional items Pricing MUST be submitted on this form. ATTACHMENT A: PROPOSAL FORM - PART 1 page A2 COMPONENT BRAND MODEL OR VERSION SPECIFICA TIONS RESPONSE CODE NET PRICE (C, M, D - PHASE I see below) NET PRICE PHASE II (Do NOT include Phase I costs) NET PRICE PHASE III (Do NOT include Phase I or II costs) NET PRICE OPTIONAL UPGRADE (DO NOT include in other Phase costs) !!!;.!ponse Codes: C=Fully im l.i Alternate Software: 18 TNDIVIDUAL retrieval orkstations (Phase II dlternate) 1.j Software: 30 INDIVIDUAL retrieval workstations (Phase III al tern ate) 1.k Optional Software: Site License 2.a 1 Scanner (Phase I): Minimum 36ppm (Disclose pages per minute, dpi and if greyscale) 2.b 2 Scanners (Phase II): Minimum 36 ppm (Disclose ~ges per minute, dpi and if óreyscale) 2.c 1 Scanner (Phase III): Minimum 36 ppm (Disclose pages per minute, dpi and if greyscale) lemented in current software. M=Software will be modified to provide this function. D=Unable to provide this function. 2.d Optional - 1 Scanner Upgrade: Minimum 50 ppm or more (Disclose pages per minute, dpi and if greyscale) Developed by Diane R. Gladwell, CMC for the City of Tustin (909) 337-3516 Proposers are not required to bid on optional items Pricing MUST be submitted on this form. ATTACHMENT A: PROPOSAL FORM - PART 1 page A3 COMPONENT ~onse Codes: C=Fullt,im ~:e Optional - 1 Scanner )grade: Minimum ~6 ppm ~uplex (Both sides of paper simultaneously) 2.f Optional - 1 Scanner Upgrade: E-Size documents (same disclosures) 3.a OCR Engine (Disclose manufacturer, version and ratings for speed and accuracy) 4.a Full Text Search Engine (Disclose manufacturer & Version & ratings for speed) . a Archive Drive (CD or , ¡orm - disclose media type, brand, model, capacity & access time) 5.b Optional- Archive Drive (CD or Worm- disclose type, capacity & access time) 5.c Optional- Archive Drive (DVD - disclose type, capacity & access time) BRAND MODEL OR VERSION SPECIFICATIONS RESPONSE CODE I NET PRICE (C, M, D - PHASE I see below) NET PRICE NET PRICE PHASE II PHASE m (Do NOT (Do NOT include Phase include Phase I costs) I or II costs) NET PRICE OPTIONAL UPGRADE (DO NOT include in other Phase costs) lemented in current software. M=Software will be modified to provide this function. D=Unable to provide this function. Developed by Diane R. Gladwell, CMC for the City of Tustin (909) 337-3516 Proposers are not required to bid on optional items Pricing MUST be submitted on this form. ATTACHMENT A: PROPOSAL FORM - PART 1 page A4 COMPONENT MODEL OR VERSION SPECIFICA TIONS RESPONSE CODE NET PRICE (C, M, D - PHASE I see below) NET PRICE NET PRICE PHASE II PHASE III (Do NOT (Do NOT include Phase include Phase I costs) lor II costs) NET PRICE OPTIONAL UPGRADE (DO NOT include in other Phase costs) BRAND ~onse Codes: C=FuIlY-¥!!plemented in curre~t software. ~=Software will be modified ~o provide this function. D=Unable to provide this function. 6.a 1 - 21" Monitor & Card for Scanning Worksta~ion: 280 x 1024 resolution (will ...se existing Pentium IT CPO) 6.b 2 - Scanning Workstations (Phase IT): CPO, Cards and 21" (1024x768) color monitors (disclose standard specifications) 6.c 1 - Scanning Workstation (Phase III): CPO, Cards and 3-21" (1024x768) color monitors (disclose standard ìecifications) J.d Optional - 1 Scanning Workstation: CPO, Card & ]7" (l024x768) color monitor (disclose standard specifications) 7.a RAID Server: Disclose specifications, including monitor and storage capacities Developed by Diane R. Gladwell, CMC for the City of Tustin (909) 337-3516 Proposers are not required to bid on optional items Pricing MUST be submitted on this form. ATTACHMENT A: PROPOSAL FORM-PART 1 COMPONENT ~onse Codes: C=Fully}m 7.b Optional- CPU: Server . necessary to segme~t ,£abases or support other components - disclose as above) 8.a Optional- 1 - 21" Monitor & Card: 1280 x 1 024 resolution 8.b Optional - 1 - 17" Monitor & Card: 1280 x 1024 resolution 9. UPS, Tape Backup, Ancillary Cabling, or other necessary equipment (for RAID) --------------- BRAND MODEL OR VERSION SPECIFICA TIONS RESPONSE CODE (C, M, D - see below) NET PRICE PHASE I NET PRICE PHASE II (Do NOT include Phase I costs) NET PRICE PHASE III (Do NOT include Phase I or II costs) page A5 NET PRICE OPTIONAL UPGRADE (DO NOT include in other Phase costs) -------------------~-------------------------------------------------------- ~t~~I!~ ~~ - ~a~~f~t~~ ~ - - - - - - - - - - - ~ - - - - - - J - - - - - - - - - - - - - - - I- - - - - - - - '- - - - - - - - -" - - - - - - - ~ - - - - - - - - ~ - - - - - - - 10. Sales Tax (Orange County = .0775%) 11. Installation 12.a On-Site Training (Phase I - 4 users, 3 system administrators; Phase II - 18 users; Phase III - 30 users) 12.b On-Site Training: Charge for additional training, if desired 12.c Estimated Travel Costs, if aoolicable lemented in current software. M=Software will be modified to provide this function. D=Unable to provide this function. Developed by Diane R. Gladwell, CMC for the City of Tustin (909) 337-3516 Proposers are not required to bid on optional items Pricing MUST be submitted on this form. ATTACHMENT A: PROPOSAL FORM-PART 1 page A6 NET PRICE RESPONSE NET PRICE NET PRICE OPTIONAL PHASE II PHASE III UPGRADE COMPONENT BRAND MODEL OR SPECIFICATIONS CODE NET PRICE (Do NOT (Do NOT (DO NOT VERSION (C, M, D - PHASE I include Phase include Phase include in see below) I costs) I or II costs) other Phase costs) Response Codes: C=Fully implemented in current software. M=Software will be modified to provide this function. D=Unable to provide this function. 13. Annual Software "Iaintenance and Telephone :pport (disclose for each ¡Jhase) 14. Shiooinf! 16. TOTALS (exclude 13) Developed by Diane R. Gladwell, CMC for the City of Tustin (909) 337-3516 Proposers are not required to bid on optional items Pricing MUST be submitted on this form. ATTACHMENT A: PROPOSAL FORM - PART 1 page A 7 NET PRICE RESPONSE NET PRICE NET PRICE OPTIONAL PHASE II PHASE m UPGRADE COMPONENT BRAND MODEL OR SPECIFICA TIONS CODE NET PRICE (Do NOT (Do NOT (DO NOT VERSION (C, M, D - PHASE I include Phase include Phase include in see below) I costs) I or II costs) other Phase costs) Response Codes: C=Fullv implemented in current software. M-Software will be modified to provide this function. D=Unable to Drovide this function. 17.a Optional - Additional \fdware Recommended ,.b Optional - Additional Software Recommended 18. Optional COLD with fonn overlay (if not included in la-Id) Use same # of users (Phase It lIt Ill) as above 19.a Optional Encryption or other Security 19.b Optional Security: Other Solutions (disclose) 20.a Optional ICR (handwriting) 1.b Optional Form Drop- jt Option (if not included in #20.a above) 21. Optional: Workflow Technology & Integration (routing & scheduling documentst e.g. pennits). Use same # of users (Phase It lIt III) as above. 22. Optional: Internet Application and/or Integration. Use same # of users (Phase It lIt Ill) as - above. Developed by Diane R. Gladwell, CMC for the City of Tustin (909) 337-3516 Proposers are not required to bid on optional items Pricing MUST be submitted on this form. ATTACHMENT A: PROPOSAL FORM - PART 1 page A8 NET PRICE RESPONSE NET PRICE NET PRICE OPTIONAL PHASE II PHASE III UPGRADE COMPONENT BRAND MODEL OR SPECIFICA TIONS CODE NET PRICE (Do NOT (Do NOT (DO NOT VERSION (C, M, D - PHASE I include Phase include Phase include in see below) I costs) I or II costs) other Phase costs) Response Codes: C=Fullv implemented in current software. M=Software will be modified to provide this function. D=Unable to provide this function. 23. Optional: Off-site E- ~ized Document Scanning To indexing - scanning Jnly) 23.a Optional: On-site Scanning Service 23.b Optional: Microfiche Conversion (if separate fee for E-sized documents, disclose) 23.c Optional: Microfilm roll Conversion (if separate fee for E-sized documents, disclose) 24. Fee for On-site Service, if required (disclose for each lase and/or system). _5. List all enchancing modules or plug-ins for the storage & retrieval product bid 26. Optional Developed by Diane R. Gladwell, CMC for the City of Tustin (909) 337-3516 Proposers are not required to bid on optional items ATTACHMENT B: PROPOSAL FORM .'PART 2 Provide short, complete, answers to the following questions. Additional pages may' be attached, if necessary . COMPETITIVE ADVANTAGE 30.a In one page or less, state why your system is the best solution to meet Tustin's needs. SYSTEM FUNCTIONS 31.a AU venqors are required.JQ..perform the following functions on an installed system and disclose response times. What are the times (e.g. 2.3 seconds) with a full database, using a Pentium 133 processor, with images stored on magnetic media, for the following functions: Disclose the Database Size used in this test: MB Images MB Text 31.a.l OCR processing speed: 31.a.2 Indexing processing speed: (All times must start when "Enter" is activated and end when the image is displayed) 31.a.3 Full text search - one word: 31.a.4 Full text search - two words with boolean connector: 31.a.5 Full text search - View next "hit": 31. a. 6 Image retrieval (letter size) using GUI: 31.a.7 View Next Page (letter size): 31.a.8 Image retrieval (E-sized) using GUI: 31.a.9 View Next Page (E-sized): If an alternate hardware co~figuration was used for this test, disclose the difference(s): Developed by Diane R. Gladwell. CMC (909) 337-3516 Bl 31.b Maximum simultaneous (concurrent) users of software proposed: . Phase I: . Phase II (concurrent license): .Phase ill (concurrent license): .Phase I alternate (per workstation license): .Phase II alternate (per workstation license): .Phase ill alternate (per workstation license): 31.c Does your system provide "fuzzy" and/or "proximity" full text searches? 31.d What compression format does the system use (e.g. software CCITT group 4) to write on CD, WORM or DVD? 31.e What is the file size while being transmitted over the network of: 31.h.1 One I-page letter-sized document retrieved from a workstation? 3I.h.2 One I-page large-sized(34"x44") document retrieved from a workstation? 31.h.3 One IO-page letter-sized document retrieved from a workstation? 3I.h.2 One 10-page large-sized(34"x44") document retrieved from a workstation? 31.f Personnel and Police have significant numbers of records that are not accessible to the public and/or other city employees. Recommend the best solution to provide high security for these confidential records (e.g. Separate file servers, separate databases, etc.) If any additional investment is required, disclose. This includes any possible charges for additional databases. 31.g Does your software provide "on-line help"? 31.h What architecture does your system use (Client/Server, etc.) 3I.i If you proposed Workflow software (an option), please describe the functions that are provided (e.g. process and job definition, scheduling, reminders auditing, security, parallel and ad hoc routing, event monitoring, simulation). If any of your installed clients are currently doing this, list the organizations name, contact and phone number. Developed by Diane R. Gladwell, CMC (909) 337-3516 B2 31.j Briefly describe the process to publish selected documents via the City's Internet Web page. IT any of your installed clients are currently doing this, list the organizations name, contact and phone number. 31.k IT you have proposed a CD solution, is it CD-ROM that complies with the Yellow- Book Standard? How does it write (Disk-at-once, Multi-session or Packet)? How are network interruptions handled? 31.1 When you "purge" an image, does it automatically remove the full-text version of that document? What is the process you propose to facilitate defining the retention period, then purging documents from your system? 31.m List the names and phone numbers of 5 clients that are currently storing and retrieving "E" sized (34" x 44") documents using your software. INTERFACE TO RELATED SYSTEMS 32.a What database application does your user interface utilize? 32.b What standard DBMS formats can interface with system? 32.c How can your system provide hooks so that the images can be identified in a GIS system, then retrieved from your software via "hot keys"? Developed by Diane R. Gladwell, CMC (909) 337-3516 B3 32.d. Does your software have any CUlTent installations that interface with a GIS system? If so, provide the organization, name and phone number. 32.e Tustin is implementing a Bi- TECH financial system, which has an imaging and COLD module as an option. How can your system provide hooks so that the images can be identified Bi- TECH, then retrieved from your software via "hot keys". If your software has any CUlTent installations that interface with Bi- TECH's financial system list the name and phone number. 32.f Describe the process to import financial reports (COLD) so that it retains the same formats as the "greenbar" reports. 32.g List the names and phone number of 5 clients that are currently storing and retrieving reports using your proposed COLD software. 32.h What is required to have your system provide documents to be searched and viewed over the Internet? What is the process to select appropriate documents and prevent access to other documents stored in the system? List the names and phone number of 5 clients that are currently using your proposed internet software. SERVICE BUREAU FUNCTIONS . 33.a Does your company provide microfilming services? If not, please recommend a company with a contact name and phone number: 33. b Does your company provide service bureau services for E-sized documents (on-site or off-site scanning) without subcontracting? If not, please recommend a company with a contact name and phone number: Developed by Diane R. Gladwell, CMC (909) 337-3516 B4 COMPANY PROFILE 34.a. Provide a short narrative of your company. Include: -The date of the fIrst document imaging installation -The number of installations currently operating the software that you have proposed. -The number of workstations in the largest installation of this software 34. b List other government entities that are currently using your software, a contact name and phone number for each (list a maximum of 5): 34.c List other private-sector entities that are currently using your software, a contact name and phone number for each (list a maximum of 5): Developed by Diane R. Gladwell, CMC (909) 337-3516 B5 34.d What personnel will be involved with this installation? List the name, position, if a subcontractor, responsibilities on this project and length of time. in the DIS business. 34.e A current financial statement, which will remain confidential, must be attached to this proposal. SUPPORT 35. a In the training you have proposed, disclose the class size, number of hours per class, and days of training for users and system administrators. 35.b What are the hours and days of your Telephone Support? 35.c How many employees staff your technical / customer support department? List the position, employee's name and years experience in the document imaging software business. . Developed by Diane R. Gladwell, CMC (909) 337-3516 B6 CONSULTANT SERVICES AGREEMENT This Agreement for Contract Services made and entered into by and between municipal corporation (I1City") , and ( 11 Consul tant II) . (herein 11 Agreement 11), lS the CITY OF TUSTIN, a WHEREAS, Consultant is qualified to provide the necessary services and has agreed to provide such services; and WHEREAS, Consultant has submitted to City a proposal, dated . a copy of which is attached hereto as Exhibit II All , and is by this reference incorporated herein as though set forth in full hereat (the I1Proposall1). NOW, THEREFORE, in consideration of the premises and mutual agreements contained herein, City agrees to employ and does hereby employ Consultant and Consultant agrees to provide consulting services as follows: 1. PERFORMANCE SCHEDULE 1 .1 Time of Essence. performance of this Agreement. Time is of the essence in the 1.2 Schedule of Performance. All. services rendered pursuant to this Agreement shall be performed within any time periods prescribed in any Sch~dule of Performance attached hereto marked Exhibit IID". Extension of any time period specified in the Exhibit liD 11 must be approved in writing by the Contract Officer. 1.3 Force Maleure. Time for performance of services to be rendered pursuant to this Agreement may be extended because of any delays due to unforeseeable causes beyond the control and wïthout the fault or negligence of the Consultant, including, but not restricted to, acts of God or of a public enemy, acts of the government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, and unusually severe weather if the Consultant shall within ten (10) days of the commencement of such condition' notify the Contract Officer vJho shall thereupon ascertain the facts and the extent of any necessary delay, and extend the time for performing the services for the C -1- . period of the enforced delay when and if in'the Contract Officer's judgment such delay is justified, and the Contract Officer 1 s àetermination shall be final and, conclusive upon the parties to this Agreement. 1.4 Term. Unless earlier terminated in accordance with Section 7.7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding one (1) year from date hereof. 2. COORDINATION OF WORK 2.1 ReDresentative of Consultant. The following Principal of the Consul tant is hereby designated as being the princip~l and representative of Consultant authorized to act in its behalf with' respect to the work specified herein and make all àecisions in connection therewith: ' It is expressly understood that the experience, knowledge, capability and reputation of the foregoing Principal is a substantial inducement for City to enter into this Agreement. Therefore, the foregoing Principal shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. The foregoing Principal may not be changed by Consultant without the express written approval of City. 2.2 Contract Officer. The Contract Officer shall be the of City unless otherwise designated in writing by the City Manager of City., It shall be the Consultant I s responsibility to keep the Contract Officer fully informed of the progress of the performance of the services and Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. 2.3 Prohibition Aaainst Subcontractina or Assianment. The experience, knowledge, capabil i ty and reputat ion of Consultant, its' principals .and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Consultant shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval' of the City. In addition, neither this Agreement nor any interest herein may be assigned or transferred, 6-2- voluntarily or by operation of approval ,of City. law, without the prior wri t ten 2.4 IndeDendent Consultant. Neither the City nor any or its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees perform the services required herein, except as otherwise set forth herein. Consultant shall perform all ,services required herein as an independent consultant of City and shall remain at a,ll times as to City a wholly independent consultant with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent tbat it or any of its agents or employees are agents or employees of City. ' INS~~CE, INDEMNIFICATION AND BONDS 3.1 Insurance. Consultant shall procure and maintain, at its cost, and submit concurrently with its execution or this Agreement, publi~ liabiiity and property damage insurance against all claims for injuries against persons or damages to property resul ting from Consul tant I s performance under this Agreement:. Consul tant shall also carry workers' compensation insurance in accordance with California worker's compensation laws. Such insura~ce shall be kept in, effect during the term of this Agreement and shall not be cancelable without thirty (30) days written notice to City of any proposed cancellation. ,A certificate evidencing the foregoing and designating City as an additional named insured shall be delivered to and approved by the City prior to commencement or the services h~reunder. The þrocuring of such insurance and the delivery of policies or certific~tes evidencing the same shall not be construed as a limitation of Consultant's obligation to indemnify the City, its consultants, officers, and employees. The amount of insurance required ~ereunder shall include comprehensive general liability, personal injury and automobile liability with limits of at least One Million Dollars ($1,000,000) combined single limit per occurrence and professional liability coverage with limits of at least Five Hundred Thousand Dollars ($500,000). 3 . 3.2 Indemnification. The Consultant shall defend, indemnify and hold harmless the City, its officers and employees¡ from and against any and all actions, suits, proceedings, claims¡ demands, losses, costs, and expenses, including legal costs and attorneys' fees, for injury to or death or person or persons, for damage to property, including property owned by City, and ror errors and omissions committed by Consultant, its orficers, employees and agents, arising out of or related to Consultant's C-3- performance under this Agreement, except for such loss as may be caused by City's own negligence or that of its officers or employees. In addition, Consultant shall maintain in full force and effect during the term of this agreement policies of comprehensive general liability, personal injury and liability insurance with limits of at least $1,000,000 combined single limit coverage per occurrence, and professional liability insurance coverage with limits of at least $250,000 combined single limit coverage per claim or per occurrence for which ce.rtificates oÍ insurance or endorsements in form satisfactory to the City have heretofore been delivered to City. If Consultant provides claims made professional liability insurance, Consultant shall also agree in writing either (1) to purchase tail insurance in the amount required by this agreement to cover claims made withi~ three [up to five] years of the completion of Consultant's services under this agreement, or (2) to maintain professional liability insurance coverage with the same carrier in the amount required by this agreement for at least three [up to five] years after completion of Consultant's services under this agreement. The Consultant shall also be required to provide evidence to City of the purchase of the required tail insurance or continuation of the professional liability policy. 4. RECORDS AND REPORTS 4.1 ReDorts. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. 4 .2 Records. Consul tant shall keep such. books and records as shall be necessary to properly perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. The Contract Officer shall have full and ¡ree access t? such books and records at all. reasonable times, including the-right to inspect, copy, audit and make records and transc~ipts from. such records. 4 .3 OwnershiD of Documents. All drawings ¡ specifications, reports, records, documents and other. materials prepared by Consultant in the performance of this Agreement shall be the property of City and shall be delivered to City upon request of the Contract Officer or upon the termination of this Agreement¡ and Consul tant shall have no claim for further employment or additiona~ compensation as a result of the exercise by City of its full rights or ownership of the documents and materials hereunder. (.-4- Consultant may retain copies of such documents for its own use. Consultant shall have an unrestricted right to use the concepts embodied therein. 4.4 Release of Documents. All drawings, specifications, reports, records, documents and other materials prepared by Consul tant in the performance of services under this Þ.greement shall not be released publicly'without the prior written approval of the Contract Officer. 5. ENFORCEMENT OF AGREEMENT 5.1 California Law. This Agreement shall be construed and interpreted both as. to validi ty and to performance or the parties in accordance with the ~aws of the State of Calirornia. Legal actions concerning any dispute, claim or matter arising out or or in relation to this Agreement shall be instituted in the Superior Court of the County of Orange, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. 5.2 DisDutes. In the event of any dispute arising under this Agreement, the injured party shall notify the injuring party in writing of its contentions by' submitting ,a claim therefor. The injured party shall continue performing its obligations hereunder so long as the injuring party cures any default withi~ ninety (90) days after service of the notice, or 'if the cure 6f the default is commenced within thirty (30) days after service of said notice and is cured within a reasonable time after 'commencement¡ provided that if the default is an immediate danger to the health, safety and general welfare, the City may take immediate action under Section 7 . 5 of this Agreement. Compliance with the provisions of this Section sh~ll be a condition precedent to any legal action, and such compliance shall not be a waiver of any party's right to take legal action in the event that the dispute is not cured. 5.3 Waiver. No delay or omission in the exercise of any right or remedy of a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. No consent or app~ovalof City shall be deemed to waive or render unnecessary Cityls consent to or approval.of any subsequent act of Consultant. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. C-s- 5 .4 Riqhts and Remedies are Cumulat i ve . Except wi th respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of tl:1e parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 5.5 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equitYr to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement r to obtain injunctive relief, a declaratory judgment or any other" remedy consistent with the purposes of this Agreement. 5.6 LiQuidated Damaqes. Since the determination of actual damages for any delay in performance of this Agreement would be extremely difficult or impractical to determine in the event of a breach of this Agreement, the Consultant and its sureties shall be liable for and shall pay to City the sum of Dollars ($ ) as liquidated damages for each working day of delay in the performance of any service required hereunder. The City may with~old from any monies payable on account of services performed by the Consultant any accrued liquidated damages. 5".7 Termination Prior to ExDiration of Term. The City reserves the right to terminate this Agreement at any time, with or - without causer upon thirty (30) days written notice to Consultantr except that wh~re termi~ation is due to the fault of the Consultant and constitutes an immediate danger to þealth, safety and general welfare, the period of notice shall be such shorter time as may be appropriate. Upon receipt of the notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Consultant shall be entitled to" compensation for all services rendered prior to receipt of the notice of' termination and for any services authorized by the Contract Officer thereafter. 5.8 Termination for Default of Consultant. If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for L-6- completion of the services required hereunder exceeds the compensation herein stipulated, provided that the City shall use reasonable efforts to mitigate damages, and City may withhold any payments to the Consultant for the purpose of set-9ff or partial payment of the amounts owed to City. . . 5.9 Attorneys Fees. If either party commences an action against the othe~ party arising out of or in connection with this Agreement or it subject matter, the prevailing party shall be entitled to recover ~easonable attorneys I fees and costs of suit from the losing party. 6. CITY OFFICERS AND EMPLOYEES; NON-DISCRIMINATION 6.1 Non-Liabilitv of City Officers and EmDlovees. No officer or employee of. City shall be personally liable to the Consul tant, or any successor- in- interest, in the event of any default or breach by the City or for any amount which may become due to the Consul tant or its successor, or for breach of any obligation of the terms of this Agreement. 6 .2 Covenant Aaainst Discrimination. Consul tant covenants that¡ by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination or segregation in the performance of or ln connection with this Agreement regarding any person or group or persons on account of race, color, creed, religion, sex, marital status, national origin, or ancestry. Consul tant shall take affirmative action to insure tha,t: applicants and employees are treated without regard to their race, color, creed, religion, sex, marital status, national origin¡ or ancestry. 7. MISCELLANEOUS PROVISIONS 7 . 1 Notice. Any notice¡ demand, request, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by pre-paid, first-class mail to the address set forth below. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated forty-eight (48) hours from the time of mailing if mailed as provided in this Section. To City: [;-7- CITY OF TUSTIN 300 Centennial Way Tustin, CA .92780 Attention: (Contract Officer) To Consultant: 7.2 Inteqrated Aqreement. This Agreement contains all of the agreements of the parties and cannot be amended or modified except by written agreement. 7.3 Amendment. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing. 7.4 Severability. In the event that anyone or more of . the phrases, sentences, clauses, paragraphs¡ qr sections contained in this Agreement shall be .declared invalid or 'unenforceable by valid judgment or decree of a court of competent jurisdiction¡ such invalidity or unenforceability shall not affect any of the remaining phrases¡ sentences¡ clauses¡ paragraphs, or sections of this Agreement¡ which shall be interpreted to carry out the intent of the parties hereunder. 7. S. CorDorate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties a~d that by so executing this Agreement the parties hereto are formally bound to the provisions of this Agreement. IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates stated below. IICityll Dated: corporation CITY OF TUSTIN, a municipal (;8- By: Name APPROVED"AS TO 'FORM: Lois Jeffrey City Attorney II Consul tant II By: Name Printed Title CONSULTS/agrement.frm V9- EXHIBIT JAil PROPOSAL and SCOPE OF SERVICES Actached hereto are: 1) 2) Consultant's Proposal; and Scope of Services (,-10- Scope of Services The following is the itemized scope of services which the Consultant is expected to perform as a part of this'Agreement.' ~-ll- EXHIBIT "B" SPECIAL REQUIREMENTS t-12 - EXHIBIT IICII SCHEDULE OF COMPENSATION and PERSONNEL HOURLY RATES Attached hereto are:. 1) 2) Schedule of Compensation; and Personnel Hourly Rates ~-.13 - SCHEDULE OF COMPENSATION &14- PERSONNEL HOURLY RATES The Consultant's personnel hourly rates shall not change from the attached schèdule without approval from City. c- 15 - EXHIBIT "D" SCHEDULE OF PERFORMANCE C-16- ALL PURPOSE ACKNOWLEDGMENT COUNTY OF ) ) 5S: ) STATE OF CALIFORNIA On this àayof 19---, before me, Notary Public, personally appeared - .. Name(s) of Signer(s) personally known to me - OR proven to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/shè/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. Witness my hand and official" seal. NOTÞ.RY SEÞ..L Signature of Notary CAPACITY CLAnŒD BY SIGNER: SIGNER IS REPRESENTING: Name of Person(s) or Entity(ies) ----- !ndividual(s) Cor'..orate ----- . - ----- Officers Title(s) Partner(s) General Partner of a Limited Partnership At:or:1ey-in-Fact Trustee (5) Subscribing Witness Guardian/Conservator O~he:-: (-17- TH!S C~RTIF!CAT~ I~ST BE ATTA~~ED TO THE DOCUMENT DESCR!BED TO TH~ RIGHT: Title or Type of Document: N¡;rr.ber of Pages: Date of Document: Signer(s) Other Than Named Above: (-18 - ¡:-:~':::::-l Spid1 Spid2 ~ Spid1 ï Spid2' . ~~ P3 -.~ ~I) ~:9 ~ c=Jc:::J: Jcom 427 Router F bu~ ,;,ul =-=,:::: D ¡;Þ~'.m:"', ==:= P21- . . lelwork - Strand Fiber Cable to Garage ~ ~... & A.a. L.II. &. a... - == :::: eowftW{ Jd !lJ/ tV( b r ;. 1 1 vJ - 57 3 - 3 ) 7 ') 1 DBase T Ethernet Data General DATA GENERAL CORPORATION 2603 Main Street Suite 400 - Irvine, CA 927-14 ---- - .!!-:~!!i_iï"':§:!!!i-~.!!-§~--i'ï!ll 11~-ii-!!:1!ï~~~-!f.!f!! !'- -"'1 .-.- Police DepL HUB City Hall MDF 2nd FI. . ~1~ ~"H'" .... . ._..'H'" .... rx~J ::'.1.\- - Ji~tw~.ß .., . L-. n;::rCX][X] ~ Ill! ... "'. ::::::::::: :::: 0 0 0 Fay Sp.rver CD Rom Server Dial-up Rack 8 Modems -t- ,- 1m J Asyric 1m Fast Ethernet - ----- ----- ..fl................,.. ---- Sports Park Family Youth Gymnasium Senior Center ~ ~ ~~ nnrT.IðIl:'.1 ø 1 ~ ~. :::::::::::: :::: I - --- ---1--- nnr:r:JctO nnrrIl')[] .. Il.'" 1""" ~nIM ............ .... L J ..........-. ............ .... ,---------- -.- I caa:LCIO ~ . ~ pnrr:IOIQ. :::::::::::: :::: I J ~' - ~ ~. ,. ---- -- ................. L&..~ UUl.L~ J..~. :-.:::::::::: :::: nrnT'.trXI ~ - - - - . .--=3:- ~ L.IlH.IL""" .'."._""'.~'" -- . ............ .... ------ ....................... £:I(~ ~ nI[.Jl I .... .. J. :::::::::-.:: :::: r:JC ~rx:J .... [--] ~ ......-... ..,. ~JO rrvMnr:J - ....=~- -"---- -- ~ - - 7 Fo 0 00 W/S Sports pa~:-- ~ro 00 0 W/S FamilyNouth It H;.. Exchange Server CitrixlApp Server r W/S Gym~ (B>ë>o- ,- ,". Sr. Center W/S . , -------- ....-- DATE 09/15/98 DRAWING DESCRIPTION: Logical Diagram ----.--------- DRN. ----. ---- James Bennett --.------ THE PROJECT CITY OF TUSTIN .Network Diagram -----.-.,.,--- ,~ ... ~I \. . t: f APVD -- -- ,--- DRAWING NAME: Tustin2 . VSD SCAL ..------....... ,....--.------ ATTACHMENT B FileServer l=Low Quality 5=High Quality 3.5 4.5 4 66.5 81 72 Ver.2 RTL (LaserFièhe) 3.5 3.5 WEIGHTED RATING 70 70 NOTES: ExperVision Decision Management (Questys) WEIGHTED RATING NOTES: /-~ Caere Omnipage Cook-Arthur (Liberty) WEIGHTED RATING NOTES: Caleca Wordscan Plus Developed by Diane R. Gladwell, CMC for the City of Tustin (909) 337-6430 $7,890: Pent. II 450Mhz; 256 RAM; 36 GB HD (DMC) Ver.2 RTL (LaserFiche) WEIGHTED RATING NOTES: Decision Management (Questys) WEIGHTED RATING NOTES: ,,- Cook-Arthur (Liberty) WEIGHTED RATING NOTES: 16 Scanner l=slow, unreliable 5=fast, experienced 4.1 65.6 4.5 72 Fujitsu 3097DG (Duplex) 39 ppm 4.2 67.2 Developed by Diane R. Gladwell, CMC for the City of Tustin (909) 337-6430 11 4.2 46.2 LaserFiche 4.2 46.2 Questys 3.6 39.6 Liberty page 2 Jt\¡\\¡¡\¡\¡¡¡¡I¡gj¡\:I:::I¡lI¡ 11 Easy for IS to Maintain l=time consuming 5=easy 4.3 47.3 4.2 46.2 3.3 36.3 Ver.2 DOCUMENT IMAGING SYSTEM RATING MATRIX page 3 ...,.....",..,....,......,.., .........,..,........',....,.., Weight (Importance to Tustin) .',',',',',',',',',',',',',',',',',',',',',',',',',',',',',', ..,........'....,......,...... IIIIIIIII 9 9 8 8 7 7 7 6 1 =we don 't care 20=critical . Database E-Size Docs Export to Internet Reports I OCR Speed Index Speed GIS COLD 1=limlted l=not Publishing Purging t'tll (processing) (processing) l=Doesn't l=none 5=rated experienced l=none l=Fixedllimi l=slow l=slow Know 5=included highly, 2=experience 5=fast 5=fast 5=Current at no cost 5=easy, ted 5=User unlimited d Itallations experienced defined :;::;::::::;:::;:::::::::::;:::;::;::;:;:::;:::::::;:::::::: RTL (LaserFiche) .:::¡:I:¡¡\::I:¡:ø~:M:I¡f::}:I 4 4 4.2 4.5 3.8 3.8 4.5 3.5 """""""""""""" :':':':':':':':':':':':':':':':':':':':':':':':':':':':': WEIGHTED RATING ":':':':':':':':'Jl\~,':':':':':':':':':':' 36 36 33.6 36 26.6 26.6 31.5 21 ::::m::):(:::;,:::,:{:::;}:):m:r( NOTES: Knows of 1 City that did $10,000 (1) $8,000 (1) it themselves Decision Management (Questys) 4.2 4.5 4.5 3 3 3 3.5 .:¡:¡:¡:::¡:::¡:¡\¡:¡:iii::¡¡:¡¡:¡:::¡:::¡:¡:j:¡:: 1:¡::¡::¡:l:¡:¡:::~Q~:í::¡:::::¡:¡:::¡:¡:¡:: .."........,......'....,.... ......................'..,..' ',',',',',',',',',',',',',',',',',',',',',',',',',',',',' ::::¡:¡¡¡¡¡:¡¡¡:::::¡~l¡:j:::¡:¡:¡:::¡¡¡¡¡:¡:¡:¡: """""""""""""'" :':':':':':':':';::':':':':':':':':':':':':':':':';':':':' """"""""""""""" ..""""""..".."""", '::j::::::::\:::::¡:::~ø::::::::::::::::::::::¡:: "....".."".."""""... ':::::::::::¡!i!:::::::îì::::¡i::¡:::::¡!:¡::::::::: ':':':':':':':':';1~r~r:':':':':':';,:,;< '¡¡:i::¡:I::¡:::¡::Iø:::¡:j:¡::r::::I:¡:: :¡1:¡:j:::::::j::I\~1::¡:¡::¡:::::::::::::::::i ","""""',""','2':1""""""""',""',' WEIGHTED RATING ,........, "......,.. ,......,..' . ............. ,',',',',',',""', ,',',' ',',',',',',',',',',' :ttttt::::,:;::,::t(tttJ: ,',','"",',',','..', ,',' ,',',',',',',',',',',' ::::::::::::::::::,,',';,;::~;.:,,:;::::;::::;:::::;¡::: NOTES: ::::::;}:::;}??~::;::?:t::;::::?:::{ .:':':';.:':':':':':':':':':':':':':':':':':':':':':':':':':' :::::::::::::;:::::::::::::::::::::::::::::::;::::;:::::::::: ."""""""..",..,......" (none) $25,000 (0) $9,000 - $21,000 (1) [1~lItl'IIJ 3,5 Cook-Arthur (Liberty) 3.8 4.5 4.2 4.2 4.8 4.5 4.5 :::¡:¡:¡::¡¡:¡:::¡4g~~¡¡:¡¡:¡¡:¡:¡:¡j¡¡¡ji¡. ,..............,..,........., ::::j¡j¡¡:¡¡¡::¡:iIJ¡gi:¡¡::j¡:¡::::::::::: ,::¡:¡::I::¡::¡:::¡#i:[¡:¡:¡:::¡:¡¡¡¡¡¡::¡:¡:: .::::¡¡¡:::::::¡¡:II~~¡:::::j:::¡::::¡:¡:¡:. :::¡!¡:¡¡:j¡::¡¡::¡i~!j¡::¡:¡¡:¡:¡¡¡:::¡:¡¡: :j¡¡:¡:¡:¡j::¡:¡::~#~(f::¡:¡¡¡:¡¡¡¡¡¡::¡:¡:: {~t:ttðl:¡J.::::\trt: ""'.."..,...,............, WEIGHTED RATING ::¡¡:¡:¡¡¡¡¡I¡iî~:~jj¡¡::I:i:¡:¡¡:¡¡¡: .:j:¡¡¡¡¡¡j¡:¡¡:::¡:::gŽ::j¡¡:¡:::¡:¡¡:::::::::::. ::::::f:n::::::,,::,,:t:::{)};:fr NOTES: .:':';':':':':';':.:':':';':.;,;.:':':.:':':':.:':':':':':':' ::;::;::::;:;:::;:;::::::;:::::;::::;:::::::::::;:::::;:::::; :::::t:t(t:::t:r:r::::t:::t:\:~ .',',',',',',',',',.,',.,',',',.,'.',',',',',',','.',',',',', .:':':.;':':';':.:':':':';':':':':':':':':':':':':':':':':':' ::}}}:::::::{::::{::::::::::;::~;:::{;::::: Checking Liberty is Automatic 11111111 $6,000 - B trieve with ESRI dealer $7,000 (5) Retention $28,000 (5) Liberty.... (none) Calculations ':t¡:j¡:¡:¡¡:¡¡¡:¡¡j¡¡¡j:::j¡¡:¡¡¡:¡¡:¡¡¡III¡¡¡¡¡ Developed by Diane R. Gladwell, CMC for the City of Tustm (909) 337-6430 Ver.2 DOCUMENT IMAGING SYSTEM RATING MATRIX page 4 Weight (Importance to Tustin) :':':':':':':':.:':':.:':':':':':':':';':':': 4 4 2 1 15 Te::mallllllllll 5 2 1 =we don't care 20=critical - Workflow I)hone I Other Service Workflow ICR Encryption On-site Support ,',',',',',',',',',',',','..,',',',',',',',', Cities Features (MJr'::nãf=-:: Bureau Cost l=no bid l=no bid Support 1 II ",..,..n,......$." who use -SOla ,'....,',',',','....,',','..,',',',',',',',', l=none - - ¡¡¡f:J#.P.9l~,i:¡I I=No bid S=integrat l=expensiv S=good, S=good, l=none S-experien ........,',','..,'............,','..,',',',', it S=Experit e S=cheap cheap cheap S::evenin C~mr;1 1I11Î l=none ed, robust S=many nce gs ,'",',',',',',','"",'","','.',',','..,', RTL (LaserFiche) 3 3.5 2 1 4.6 4.5 :i¡:::i::IIm1::ij:i:¡ii:¡:¡ii 5 2 WEIGHTED RATING 12 14 4 1 69 67.5 '¡¡j¡i¡¡¡jî4~:î¡:¡¡¡i:¡¡i:i: 25 4 NOTES: /;¡;::~¡{{:t~¡:~:}{:(¡~¡ .........."..'..,.." (no price TBD no bid 8:30a -6p yet..) Decision Management (Questys) 4 3.5 2 1 4.5 4.3 4 3 WEIGHTED RATING 16 14 4 1 67.5 64.5 11.9 20 6 NOTES: ;::::::::;::::::::;:;::;:::;::::;::::::;::;:; :::::::;:::;:;::;::;:::::::;:::;::;;;;:::::;: """""",',','""",'"",'"",','",', ,',',','....,','",','"""",','........,', Legisueam ..,............,.."" """""""""""','..,',','..,',',','" "".."..",.."""" ,'"""",',',',','"..,',',',',','""",'. ..,......,............ ',',',',','",',',','..,',',','",',','.',',' ..,.."......,..,...... Customize . 1- ¡{:?¡{~:ttt¡¡t¡¡~:~¡¡;:¡: . ,','",',',','..,',','",'.'......,',',',',', ,'..,','...',','...',',','......,'......,'", ,......"..,..,......, dear $14,000; II ? $19,000 Included? 8a - 5p ;.:,:,:,;,;,;,;,;.;,;,:,;,:,;,:,;,;,;,;.;,;,; ,;,;,;,:,;,:,;,:,;,;,:,:,;,:,;.;.:,:,;,:,:,;, ',',',',',','....,',','",'",'"",',',','" ::::::::::::;;;;;::::::::;;::;;:;:::;::;:::;: Agendas $8,000; 111- (tt::?tt}:::¡::::\:::: $9,000 ¡:!¡IItiiII¡!¡iIt¡¡¡!¡i¡ ;;:;;:;::;;:::;:;;;;::;;::::;;:;;;:;;:;:;:;;; :::;:::::;::;:;;::;;:;::::;;;;::::::;::::::;: fllll!1111 Cook-Arthur (Liberty) 4.5 4.5 4 1 4.5 4.1 3 3 WEIGHTED RATING 18 18 8 1 67.5 61.5 28 15 6 NOTES: ;,:.;,;,;,:,:,;,;,:,;,;,;,;,;,;,;,;,;,;,:,;,; ,'....,'....,'...',','..,'......,',',',',',', ::!¡:::¡¡!¡i:¡¡IiI¡:!Iii¡¡¡¡::i:i!¡: '.....'......,'..,','....,',','.....'..,'.',' '.'..,'..,','..,'....,'..,',','..,',',',',',' ;':';':':';,;,;,;,;,;,;,;,;,;':';,;':':';,;,; ..,............,...... N/C; Gothru ;;;:;~;:;:;:;:;:;::::;;:;:;;;::;;;;:;;;;:;:; Cardiff; [}}}!:¡:!rf}I}!II[ Customizat Inluded? 8a - 5p Cook - $6,500 :;;::::;;;::;:;;:::;:;:;;:;;;::;::::;::;::;:; ion is extra Arthur 1st ::::;:::;::::::;;::::;;:;::;;:::;;;:;::::;;:; ::;;:::;}}}:;}}:{;:;}::: ilill Developed by Diane R. Gladwell, CMC for the City of Tustin (909) 337-6430 Ver.2 DOCUMENT IMAGING SYSTEM RATING MATRIX page 5 Weight (Importance to Tustin) 1 =we don't care 20=critical RTL (LaserFiche) WEIGHTED RATING NOTES: PHASE 3 IS BASED UPON 25 CONCURRENT USERS, NOT 29/ Decision Management (Questys) WEIGHTED RATING NOTES: " Cook-Arthur (Liberty) WEIGHTED RATING NOTES: 15 15 Length in # Installatio DIS Business ns l=none l=new 5=more 5=over 9 than 1,000 years . 4.5 67.5 1992- R TL 1976- LaserFicbe 4.5 67.5 1986 4.4 66 Liberty: 1988 Cook Arthur: 1973 4.5 67.5 2,000 I 250 w/s 3.5 52.5 250 I 80 w/s 4 60 500 I 800 wIg 10 DIS Company's Financials l=weak 5=strong 4 40 3 30 3.5 35 Developed by Diane R. Gladwell, CMC for the City of Tustin (909) 337-6430 10 Licensing I Agreement l=per wIg 5=concurren t I Site 3.9 39 Only Concurrent; Buildout Enterprise is $101,580; 3.9 39 Only concurrent 4 40 Either structure 10 !¡~\i~,lillill . :::::/rOTAn.::::::: Phase I Price IlltII17::::~ve ",'.,.".." """"", ,-," :::::::::::::::::;::::::::::;:::::::;::::::::::;::::: :~~ttttt::}:::::t::t:}}: ',',',',',',',',',',',',',',',',',',',',',',',',',',' """"""""""""'" :¡i¡::¡j:~!~¡~~îf:i¡~¡:¡::¡:~¡¡::~, ,';',',',-..,',','..,',-,',',-,-,',',-....,'..,';'.., :::::::::::;::::::::;:;;;:;::::;:;;:;;;::;;;:;:::;;:: ,',',',',',',',-,',',',-,',-,-,',',',-,',-,-,-,-,-,', N,',',',',',',',',',-,',',',',-,',',',',',',',',', ....,..,....""""...... ',',',',',-,-,',',',',',',',',',',',',',-,-,',-,',',' ::::::::::::::::::::::::::::::::::::::::::::::::::::: :mmt:m:Utm:mmmmmmmm: :';,;':':';':':':':';':':':':':':';':':':';':':':':': ::::::::::::::::::::::::::::::::::::::::::::::::::::: "",..",........,......, ;:::::::;:::;;:;;;;::;::;;:::;:::::;::::::::::::::::: :tt:mtttt:mmmmtmm: ......,..,..,........,..,.. """"""""""""" ........,....,............' """"""""""""" ........,....'..,....,..,.. ;:::;:::::::::;:::::::::::::::::::::;:;:;::::::::::;: ',',',',',',',',',-,',',',',-,',',',-,-,',-,-,',',-,' ,..,......,......"..,....' ::;:::;::::::::::::::::::;::::;:::::::;:;:;:::;;;;::: ,..................,..,.., ',',',',',',',',',',',',',-,',',',',',',',',',',',',- ;':';':':':':':':':':':':':':':';':':':':':':':';,;': ,..,..'..............,.." ',',',-,',',',-,',',',',',','.',',',',',',',',',',',- "",'..'"......,..,...." 11(11":111 ¡¡:¡::::¡:1~~~~:~::¡~:::!¡:¡!: " '" :~:::::::::::::::::t:{::::::::::::::::t::::: ....,..,......,....,......' ,-,',',-,',',-,-,-,',-,',',',',',',',',',',-,',',',', ........,........,........ ',',',',',',-,',',',-,',',',',',',',-,',',',',',-,',- :;;:::::;::::::;::;::::::::::::::::::::::::;::::::;:: :':':':':':':':':':':':';':':':';':';':':';':':':':': {:::t::::::::::::::~::::::::::::::::::::t::: ::::::::::::::::t::::}:::::{:!:}::}::: ,- "-",,-,, """" ........,........,......... :¡¡¡:¡:¡¡jî§q~~¡î:::¡¡:¡¡¡¡:¡¡, 4.7 47 $38,200 (inc. Snapsbot- $1,000, E- mail-$600, Audit trail- $5,000) 4.8 48 $35,700 (add Thougbt) 4.5 45 $44,300 (inc. Native Viewer -$700) 10 Phase II Price (10 w/s) l=expensive 5=cheap 4.7 47 $34,600 (inc. Snapshot- $2,500, E- mail-$2,000) 4.8 48 $30,800 4.5 45 $50,000 10 Phase III Price (16 w/s: b/o=29 w/s) l=expensive 5=cheap 4.4 44 $12,400 (buildout - $85,200; RAID equity $1,500 = $83,700) 4.5 45 $22,100 (buildout - $88,600; RAID Equity +$2,110 = $90,710) 4.2 42 $42,200 (buildout - $136,500; RAID Equity $1,500 = $135,000) 10 ,...... ,.., "',..' ::;;:;:;:::;;;:;:::;::::::::::;:::::::::::::::;: I':¡~~:::¡:::¡:\:¡:::::::!:!¡¡:¡:\::¡¡:::\¡:::\!' M&O Cost (annual maint.) l=expensive 5=cheap 4 40 1 -$4,600 II-$8,OOO lII-$8,OOO 4.3 43 1-$6,000 for 40 hours (all phases) 3.8 38 1-$3,500 II -$6,100 III -$11,500 ..........".........., """""""""""" ':':':':':':':':':':':';,;':';':':':':':':':':'; ',','....,',',',','....,',',',',',',',',',',',', :{{:}::::::f::~:::::¡:~:::}}~: ,""""""""""',"',',',',','0',',',',',' ,',','",',',','"",'"",',',',',','",',','" :ftti:H,fiJ}};' ::::::::::::!t(;:~;~:::::::::::: """""C'C."~.~~ :::;:;:::::::::::::::::::::::::::::::::::;:::::: ,',',',""',',',',',',',','",','""",',','" Ilr¡tllI~ :;;::::::l:::;:~n:;,::::;:::;:::::;::: :tt:,,:p:~iØt:JJ' !':¡I~:¡!I¡I~¡[il¡[¡~~¡¡II~I¡¡¡[¡III¡~¡' """""""""""" ::::::::1:::::'7:'::':'7:':':~:;':::::7:::':'::::;:::::: """ .. ..,..' :':':':': :,' ':'," ,',' ':':';':.:';, ::::::::';';::':;:::';;":'::~;'::;:;:::;::~:: !\:¡\!'I¡II¡'¡¡I:¡¡llj,:¡!¡!¡I¡II¡¡I~~!¡:!¡I~1111