RFP 17.6 - Enterprise Content Management

Bid Checklist Proposal: Awarded Vendor(s): Award Date: Contract Number:

Copy of Public Notice/Legal Ad(s)

Copy Of Release (via Public Purchase)

Copy of Bid Specifications (includes Q&A, addenda if issued)

Copy of Closing (via Public Purchase)

Notification Report

Access Report (via Public Purchase)

Opening Record

Copy of Bids Received

Evaluation Compilation/Executive Summary

Copy of Award Letter

Copy of Rejection Letter

Copy of Signed Contract(s)

Board Acceptance of Bid

RFP 17.6 - Enterprise Content Management

Inbusiness Incorporated & OPG-3

March 1, 2017 17.6 - ECM

From: Public PurchaseTo: Lisa TruaxCc: Melissa MattsonSubject: Release Successful on Bid RFP #17.6 - Enterprise Content ManagementDate: Monday, January 2, 2017 11:03:59 AM

Lisa M Truax:

Bid "RFP #17.6 - Enterprise Content Management"Status: Release Successful on Jan 2, 2017 10:03:49 AM MST

You can check the released bid by going to the following address:http://www.publicpurchase.com/gems/bid/bidView?bidId=71260

If you have any questions regarding this bid, please contact our Customer Support Staff [email protected]

Thank you for using Public Purchase.

MK= CbMOvHOjVty1TI21vTFeew==

mailto:[email protected]



http://www.publicpurchase.com/gems/bid/bidView?bidId=71260

RFP 17.6 – Enterprise Content Management 1 Due: Wednesday, February 1, 2017, 10:00 a.m. CT

Proposals Requested by the:

Cooperative Purchasing Connection Servicing participating agencies in Minnesota, North Dakota & South Dakota

RFP 17.6 – Enterprise Content Management

Due: 10:00 a.m. CT on Wednesday, February 1, 2017 Cooperative Purchasing Connection

Respondents/Vendors will submit questions and proposals online

via Public Purchase (www.publicpurchase.com)

Published in the: Star Tribune Fargo Forum Bismarck Tribune January 2 & 9, 2017

http://www.publicpurchase.com/


Table of Contents

I. Instructions to Respondents Page 3 II. Solicitation Procedures Page 3

a. Intent of the Request for Proposals b. Responding Vendor Qualifications c. Required Securities d. RFP Submission

i. Public Purchase ii. Submission of Proposals iii. Interpretations

e. RFP Particulars i. Addenda ii. Correction of RFP Documents iii. Late Submissions iv. Modifications of Withdrawal of a Proposal v. Opening of Proposals

f. Bid Evaluation i. Conditions Precedent to Award

g. Contract Award III. General Terms & Conditions Page 7 IV. Technical Specifications Page 13 V. Appendix A: Cooperative Purchasing Connection Map Page 20



I. Instructions to Respondents Proposals for the requested products and/or services are detailed in the accompanying Technical Specifications.

In Minnesota, the service cooperatives, organized pursuant to Minnesota Statute 123A.21, are public, nonprofit cooperatives designed to provide a variety of services to their participating agencies including, but not limited to, cooperative purchasing services. The Service Cooperatives currently provide purchasing contracts to over 1,400 participating agencies in Minnesota and South Dakota through a joint powers group, the Cooperative Purchasing Connection. Participating service cooperatives include:

Lakes Country Service Cooperative (LCSC), Fergus Falls, MN • Metro ECSU (METRO), Arden Hills, MN • Northeast Service Cooperative (NESC), Mt. Iron, MN • Northwest Service Cooperative (NWSC), Thief River Falls, MN • Resource Training and Solutions (RESOURCE), Sartell, MN • South Central Service Cooperative (SCSC), Mankato, MN • Southeast Service Cooperative (SSC), Rochester, MN Southwest/West Central Service Cooperative (SW/WC), Marshall, MN, also serves

agencies in South Dakota

In addition, the North Dakota Educators Service Cooperative (NDESC) is a joint powers group organized under the provisions of Chapter 54-40.3 of the North Dakota Century Code. NDESC holds a joint powers agreement with LCSC to provide purchasing contracts to its participating agencies. NDESC currently serves approximately 200 agencies across the state of North Dakota. CPC’s 3,200 participating agencies purchase on average, over $45,000,000 annually, through its partnered vendors.

Together, these cooperatives operate a joint purchasing program under the name of Cooperative Purchasing Connection. In this Request for Proposal (RFP), the Cooperative Purchasing Connection and the North Dakota Educators Service Cooperative will be referred to as the Cooperative Purchasing Connection (CPC).

LCSC provides the administrative functions of CPC. Administrative functions include, but are not limited to: bid and contract research, development, and negotiations; fiscal reporting agent; marketing; contract promotion and agency support services.

II. Solicitation Procedures A. Intent of the Request for Proposals

Purpose Statement/Objective: CPC is seeking to partner with an experienced vendor(s), equipped with the necessary resources and capabilities to serve as a partnered vendor to participating agencies and to lead with this contract agreement in CPC’s tri-state area as a result of this solicitation. A qualified respondent must be able to provide products, expertise, services, and on-going support for an enterprise content management solution. CPC is seeking to develop a program for participating agencies to have the ability to purchase an enterprise content management solution at consortium level discounted pricing.

Scope of Work: It is CPC’s intention to solicit proposals for an enterprise content management solution on behalf of its participating agencies. CPC, upon review, analysis, and evaluation of the qualified respondents, is looking to partner with a qualified vendor(s) proposal that will provide a


user-friendly platform that is able to image, automate, and improve the document management capabilities across local educational and governmental departments. The enterprise content management solution will significantly improve the efficiency and effectiveness of document storage, retention, distribution, and retrieval. A result of a successful solution will provide participating agencies with a streamlined solution that increases productivity through a reduction in lost time spent searching, filing, and storing documents manually.

Through the combination of purchasing power, CPC’s objective is to achieve cost savings through a single competitive solicitation process. This process eliminates vendor(s) from responding to multiple quotes and proposals allowing for the reduction in administrative and overhead costs through our purchasing procedures. CPC will work closely with the awarded vendor(s) to market this contract not only to participating agencies, but also to potential agencies where the contract would be an advantageous option for growing participation and purchases through the awarded vendor(s).

CPC intends to award this RFP to one or more vendors based on who can offer an acceptable enterprise content management solution that can be of benefit to all of the participating agencies of CPC. Manufacturers may respond directly and may identify regional suppliers to execute the contract as long as pricing is consistent in all CPC service areas and designated suppliers/resellers adhere to the terms outlined in this RFP. CPC encourages all enterprise content management providers meeting the technical specifications to bid, providing the following criteria are met:

1. Pricing discounts offered on an enterprise content management solution and applicable applications.

2. Delivery, installation and configuration services are provided. 3. Training and support are provided. 4. Guaranteed pricing discounts firm for the duration of the contract term.

Vendors who meet any or all of the requirements mentioned above, that would like to pursue a partnership, must complete the provided documents in their indicated format to be considered as a qualified respondent.

B. Responding Vendor Qualifications

All proposals must contain answers, responses and/or documentation to the information requested. Any respondent failing to provide the required information/documentation may be considered non-responsive. Respondents must demonstrate their ability, capacity and available resources to provide the requested products and/or services to participating agencies. Respondents are required to communicate and demonstrate within their response that they have extensive knowledge, background, and at least five (5) years of experience with manufacturing, obtaining, delivering, installing, maintaining and/or supporting the product lines of products, equipment, services or software offered. CPC reserves the right to accept or reject respondents failing to demonstrate their abilities or capacity solely based on information provided in the bid response and/or its own investigation of the company.

C. Required Securities Awarded vendor(s) will be required to post a $1,000.00 performance bond at the time of the award(s). The performance bond may be in the form of a bond, certified or cashier’s check, or money order payable to Lakes Country Service Cooperative, Attn: Bid & Contract Facilitator, 1001 E. Mount Faith Ave., Fergus Falls, MN 56537. It may also be a bond naming Lakes Country Service Cooperative


as obligee written by a corporate surety, satisfactory to CPC, pledging that the respondent will abide by the terms stated in this RFP and in the vendor’s proposal and pledges the faithful performance of the contract and the payment of all obligations arising thereunder. Failure to comply with the awarded vendor(s) proposal, the performance bond shall be forfeited to CPC as liquidating damages, not as a penalty. Loss of the performance bond may include, but is not limited to: poor customer service, poor quality of product, delivery issues, lack of reporting, and lack of administrative fee payments. The performance bond or bid security shall remain in force for the entire duration of the contract term and must be renewed annually upon contract renewal.

D. RFP Submission Public Purchase: CPC has moved its RFPs to a web-based system called Public Purchase. Public Purchase is an easy-to-use platform that provides respondents/vendors with automatic notification of open solicitations, automatic notification of answered questions and issued addenda, and a way to electronically submit your organization’s solicitation response. All changes, updates, uploads, and downloads are time stamped and logged as part of the RFP process. Submission of Proposals: It is the responsibility of the respondent to be certain that the proposal being submitted has been uploaded to Public Purchase by the due date and time, as described in the Technical Specifications. All proposals MUST be submitted electronically via Public Purchase. If the proposal has not completed its upload to Public Purchase by the due date and time, the Public Purchase system and CPC will not accept the proposal. If any issues occur during the upload of the proposal, respondents/vendors should contact Public Purchase at [email protected] or utilize the chat function within Public Purchase for immediate technical support. If the data in the submission is password protected, the password must be provided with the proposal. Oral or hardcopy proposals are invalid and will not receive consideration. Interpretations: Requests for additional information, including Instructions to Respondents or Technical Specifications shall be asked via the Public Purchase platform for all participating respondents to see. CPC will respond accordingly via Public Purchase to all questions and/or by issuing an addenda.

E. RFP Particulars Addenda: Addenda are written instruments issued by CPC which modify or interpret the RFP documents by additions, deletions, clarification, or corrections. All addenda issued by CPC shall become a part of the specifications and will be made part of the contract. Addenda will be sent automatically upon CPC’s response via the Public Purchase platform. Addenda are logged and tracked within the Public Purchase system. If such confirmation is not received, the respondent may be deemed non-responsive. Interpretations, corrections, or changes made in any other manner will not be binding, and respondents shall not rely upon such interpretations, corrections and changes. No answers to questions or addenda will be issued later than seven (7) business days prior to the due date and time of the proposal, except an addendum withdrawing the proposal or one which includes postponement of the date of receipt of proposals. Correction of RFP Documents: Upon examination of the RFP documents, respondents shall promptly notify the RFP Facilitator of any ambiguity, inconsistency or error, which they may discover. Any notification of ambiguity, corrections and/or requests for interpretation must be submitted, via the Public Purchase platform, no later than ten (10) business days prior to the RFP opening. Interpretations, corrections, and changes to the documents will be made either by answers or an addendum. Such addenda will be sent to respondents via the Public Purchase platform. All changes are logged and tracked automatically by the Public Purchase system. If such confirmation is not received, the respondent may be deemed non-responsive. Interpretations, corrections, or



changes made in any other manner will not be binding, and respondents shall not rely upon such interpretations, corrections and changes. Late Submissions: Proposals will not be allowed to be submitted and/or uploaded after the RFP due date and time set by CPC (see Technical Specifications). It is the respondent’s responsibility to ensure that RFP responses are received by the due date and time listed. Modifications or Withdrawal of a Proposal: A proposal may not be modified, withdrawn or cancelled by the respondent for a period of one hundred-twenty (120) days following the due date and time of the proposal, as each responder so agrees in submitting a proposal. Prior to the due date and time of the proposals, any proposal submitted may be modified or withdrawn within the Public Purchase system. Withdrawn proposals may be resubmitted online via Public Purchase up to the due date and time designated for the proposal provided that they are fully in conformance with these Instructions to Respondents. Opening of Proposals: The properly identified proposals which have been submitted on time will be opened after the RFP due date and time. A summary of the proposals will be made available for public inspection during normal business hours in the RFP Facilitator’s office (Fergus Falls, MN) free of charge during normal business hours. Those requesting a copy (electronic or hard copy) of the RFP responses will need to pay a twenty-five ($25.00) service fee for that compilation.

F. Bid Evaluation Conditions Precedent to Award: CPC shall have the right to waive any informality or irregularity in any proposal or proposals received; to accept the proposal or proposals which, in their judgment, are in the best interest of CPC’s participating agencies; and to advertise for new proposals where the acceptance, rejection, waiving, or re-advertising is determined to be in the best interest of participating agencies. Within these categories, awards will be based on, but not necessarily limited to, the following:

1. Adherence to all conditions and requirements of the specifications 2. Proposed pricing 3. Services and support to agencies 4. Qualifications and experience; reputation with current and past users 5. “Value Added” services offered 6. Needs and requirements of participating agencies 7. Evaluation of vendor’s ability to service CPC 8. Ease and efficiency of the vendor’s order process 9. Respondent’s ability to meet RFP requirements 10. Geographic service capability 11. Nature and extent of company data furnished upon request of CPC 12. Ability of vendor to develop partnership with CPC

CPC will conduct a cost evaluation analysis of the qualified respondent(s) by creating a market basket (from Form C – Pricing Schedule) and/or by creating a core list of products from multiple categories defined in this proposal to measure proposed pricing between vendors. In addition, the following tool will be used in the evaluation of responses. The final award is not based on which company receives the most points.


Evaluation Item Maximum Points Questionnaire 635 Qualifications & Experience Project/ECM Personnel Functional Requirements Record Capture Integration Management Auditing & Reporting System Architecture Configuration Security Scalability Implementation & Support Training Miscellaneous

Pricing Schedule 365 Software Licensing Professional Services Training: Initial & Ongoing Maintenance & Support Other Services or Costs

Total Points 1000

Rejection of Any or All Proposals: CPC reserves the right to award the entire contract to one vendor, to award multiple contracts, or to reject any or all proposals. Binding Contract: A response to this solicitation is an offer to contract with CPC based upon the terms, conditions, scope of work, and specifications contained in this request. The awarded vendor(s) acknowledges that the contract offer and award (Form G – Contract Offer & Award) binds the awarded vendor(s) to all terms and conditions stated in the proposal until a contract has been signed by both parties.

G. Contract Award

Contract Development: Following the final evaluations, CPC will develop a contract with the most highly qualified respondent(s). If a satisfactory contract cannot be developed with the most highly qualified respondent(s) the second most qualified respondent(s) may then be approached to develop a contract.

III. General Terms & Conditions Assignment: Any contract awarded under the conditions of this RFP shall be for the use of organizations eligible for participation in the Cooperative Purchasing Connection consortium. In addition, any eligible agency outside of the tri-state area may participate (piggyback) with this contract at its discretion, with the consent of the awarded vendor(s). An awarded vendor(s) must seek approval from CPC prior to utilizing the contract outside of CPC’s tri-state area. CPC has connections with partnering consortiums across the Unites States. CPC will work with the awarded vendor(s) to make such connections should the vendor want to piggyback the contract as a vehicle for additional sales outside of CPC’s tri-state area. All requirements of this RFP will apply to all participating eligible agencies. Agencies outside of the tri-state area participating in this RFP contract shall be responsible for obtaining approval from their approving body of authority when necessary


and shall hold the agencies of the Cooperative Purchasing Connection harmless from any disputes, disagreements, or actions which may arise as a result of using this RFP contract.

Audit: In accordance with applicable law, the awarded vendor will agree that a member(s) of CPC’s purchasing team may audit their records to establish that total compliance of the agreement is met. CPC will give at least three days’ notice of an audit. The audit will be conducted at a reasonable place and time. Awarded Vendor(s): The company or companies chosen by CPC to provide goods and/or services to CPC participating agencies through the RFP process.

Byrd Anti-Lobbying Amendment: A project, as a result of this RFP, is in excess of $100,000, the awarded vendor(s) certify that it will not as has not used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of an agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, gran or any other award covered by 31 U.S.C. 1352. Awarded vendor(s) will also disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Awarded vendor(s) will ensure compliance herewith by Seller’s subcontractors. Collusion: Collusion between respondents is cause for rejection of those respondents involved.

Confidential Information: CPC is a public entity; the information contained in the proposals shall be considered public information under the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13 et. seq. No part of a proposal shall be treated as confidential unless so designated, by the vendor submitting the proposal, as trade secret information having met the criteria under Minnesota Statutes § 13.37 Subd. 1(b) and other applicable laws. Any data claimed by the vendor submitting the proposal to be trade secret data must be clearly marked "proprietary and confidential." Should a challenge occur to said vendor’s designation of data as "proprietary and confidential," the vendor shall indemnify and hold CPC harmless for any attorney's fees, costs, penalties, or losses associated with such designation. CPC makes no representations to any vendor regarding their designation of data as “proprietary and confidential.”

Construction Related Products and Services (construction related solicitations only): CPC will consider and determine if the qualified responses resulting from the RFP are able to meet the necessary requirements for construction related products and services and to enter and execute a contract in the state of Minnesota. The contracted vendor will be required to work with CPC’s participating agencies and will require that an architect’s signature or certification is noted on the specifications as required by Minnesota Statute §326.12 subd. 3. With certain exceptions, Minnesota Rules part 1800.5200, subpart 1, requires a licensed architect or engineer to prepare and certify specifications for building alterations or renovations. Once CPC and the awarded vendor(s) are able to confirm that business is able to be conducted in Minnesota, CPC will make a final decision to complete the contract execution process. In North Dakota, CPC will consider and determine if the qualified responses resulting from the RFP are able to meet the necessary requirements for construction related products and services, according to Chapter 48-01.2 of the North Dakota Century Code, and to enter and execute a contract in the state of North Dakota. Once CPC and the awarded vendor(s) are able to confirm that business is able to be conducted in North Dakota, CPC will make a final decision to complete the contract execution process.

https://www.revisor.mn.gov/statutes/?id=326.12&year=2015

https://www.revisor.mn.gov/rules/?id=1800.5200

https://www.revisor.mn.gov/rules/?id=1800.5200

http://www.legis.nd.gov/cencode/t48c01-2.pdf


For all quotes provided to participating agencies, for construction related projects, products and services, the awarded vendor(s) must also send a duplicate quote to CPC. The quote provided to CPC must include the contact information of the participating agency. Debarment or Suspension: If within the past five (5) years, any vendors that have been disbarred, suspended or otherwise lawfully precluded from participating in any public procurement activity with a federal, state, or local government, the vendor must include a letter with its response setting forth the name and address of the public procurement unit, the effective date of the debarment or suspension, the duration of the debarment or suspension, and the relevant circumstances relating to the debarment or suspension. Any failure to supply such a letter or to not disclose in the letter all the pertinent information may result in the cancellation of any resulting contract. By signing the EDGAR Compliance form, the vendor certifies that the vendor or any subcontractor is not currently listed on the government-wide exclusions in the System for Award Management (SAM), it not debarred, suspended, or otherwise excluded by agencies or declared ineligible under statutory or regulatory authority other than Executive Orders 12549. Defects: All products must be 100% guaranteed. Any product which is received damaged, found to be defective, or does not perform to the end users’ expectations must be replaced at the vendor's expense including all shipping/delivery charges. If a participating agency receives product(s) that appear to be damaged, they reserve the right to refuse delivery. Participating agencies will not be charged for items that are refused.

Definitions:

1. Enterprise content management (ECM). The strategies, methods, and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes.

2. Active directory domain services (AD DS). Called a domain controller that authenticated and authorizes all users and computers in a Windows domain type network, assigning and enforcing security policies for all computers and installing or updating software.

3. Application program interface (API). A set of routines, protocols, and tools for building software applications. An API specifies how software components should interact.

Delivery: All prices submitted are to be F.O.B. Destination, Freight Pre-Paid and Allowed. Unless clearly stated otherwise by the respondent, prices submitted shall include all charges for transportation, packaging, etc., necessary to complete delivery on an F.O.B. Destination basis.

Express Online Marketplace: CPC provides participating agencies with an online purchasing platform called Express. Through Express, agencies are able to search for and purchase items. Essentially, Express is a one-stop shop for many of CPC’s commodity based contracts. Awarded vendor(s) do not have to have an e-commerce site to be included in Express. Over the span of two years, participating agencies have purchased over $3,500,000 in commodity type goods through Express. As Express offers integration into two of the main school financial systems in Minnesota, CPC expects growth in the number of agencies utilizing the marketplace and the volume of sales to grow significantly. A demonstration of Express will be available to all respondents who participate in the non-required conference call. CPC will work with the awarded vendor(s) to determine if the contract agreement is suitable for the online platform. If deemed suitable, CPC will require integration into Express within a timely manner.

Federal Requirements: The awarded vendor(s) agrees, when working on any federally assisted project with more than $2,000.00 in labor costs for the construction, alteration, and/or repair, including painting and decorating, or a public building or public work, to comply with the Contract Work Hours and Safety Standards Act (40 USC) 3701 et seq.) and all applicable sections of the act and the Department of Labor’s supplemental regulations (29 CFR Parts 5 and 1926), the Civil Rights Act


of 1964 as amended, the Davis-Bacon Act (40 USC 3141), the Copeland “Anti-Kickback” Act (40 USC 3145 and USC 874) as supplemented in the Department of Labor regulation (29 CFR Part 3), and the Equal Opportunity Employment requirements of Executive Order 11246 as amended by Executive Order 11375 (Labor Regulations (41 CFR Part 60)). In such projects, the awarded vendor(s) agree to post wage rates at the work site and submit a copy of their payroll to the CPC participating agency for their files. In addition, to comply with the Copeland Act, the awarded vendor(s) must submit weekly payroll records to the participating agency. The awarded vendor(s) must keep records for three (3) years and allow the federal grantor agency access to these records, upon demand. All federally assisted contracts to CPC participating agencies that exceed $10,000 may be terminated by the federal grantee for noncompliance by the awarded vendor(s). In projects that are not federally funded, the awarded vendor(s) must agree to meet any federal, state, or local requirements as necessary. In addition, if compliance with the federal regulations increases the contract costs beyond the agreed on costs in this solicitation, the additional costs may only apply to the portion of the work paid by the federal grantee. On all other projects, the prices must agree with this solicitation. The awarded vendor(s) shall comply with all applicable standards, orders, or requirements issued under Section 306 of the Clean Air Act (42 U.S.C.) 187 [h], and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251 et seq.), and Executive Order 11738 and Environmental Protection Agency (EPA) regulations (40 CFR Part 15), which prohibit the use under non-exempt federal contracts, grants, or loans of facilities included in the EPA list of violated facilities.

Force Majeure: Except for payments of sums due, neither party shall be liable to the other, nor deemed in default under this contract, if and to the extent that such party’s performance of this contract is prevented by reason of force majeure. The term “force majeure” means an occurrence that is beyond the control of either party affected and occurs without fault or negligence, including, but not limited to, the following: acts of nature; acts of the public enemy; war; riots; strikes; mobilization; labor disputes; civil disorders; fire; flood; earthquakes; famine; volcanic eruptions; meteor strikes; lockouts; injunctions-interventions-acts or failures; or refusals to act by government authority; and other similar occurrences beyond the control of the party declaring force majeure which such party is unable to prevent by exercising reasonable diligence. The force majeure shall be deemed to commence when the party declaring force majeure notifies the other party of the existence of the force majeure, and shall be deemed to continue as long as the results or effects of the force majeure prevent the party from resuming performance in accordance with this agreement. Force majeure shall not include late deliveries of software or materials caused by congestion at a manufacturer’s plant or elsewhere, an over-sold condition of the market, inefficiencies and poor management practices, or similar occurrences. If either party is delayed at any time by force majeure, then the delayed party shall notify the other party in writing of such delay within 48 hours.

Insurance: The awarded vendor(s) shall purchase, maintain and provide certification from insurer(s) for minimal coverage during the life of an awarded contract, to include, but not limited to, comprehensive public and/or commercial liability, errors and omissions, workman’s compensation, unemployment, and other insurance coverage required by and applicable to each of CPC’s individual state’s statutes and federal laws which proposed products and services will be offered and provided.

Leasing and Rental Agreements: The awarded vendor(s) may allow CPC participating agencies to enter into a rental, lease, or lease purchase agreements, providing such agreements are in compliance with Minnesota Statutes and guidelines. CPC must receive a report annually, summarizing the executed lease purchases along with a summary of the participating agencies’ purchases. CPC will not collect lease payments or be involved in the terms and conditions of the lease. All lease arrangements are between the awarded vendor(s) and the participating agency. The awarded vendor(s) agrees that leases will be in compliance with the Uniform Commercial Code. The


applicable administrative fee must be included in the lease cost based on the total value of the goods and applicable services purchased. This fee is referred to under the Technical Specifications. The awarded vendor(s) should attempt to work with CPC’s current leasing vendor. The current leasing vendor may require a minimum purchase amount to begin the leasing process. Should the awarded vendor(s) be required to utilize their own financial leasing company, this should be noted/requested as an exception in Form B – Questionnaire.

Marketing and Promotion: Upon award and completion of the vendor orientation, CPC will promote the contract opportunity via its CPC and NDESC web sites. CPC will also announce the new partnership in its newsletters and will publish the contract and marketing information through hard copy marketing items (i.e. flyers, postcard) and electronic email. Contracts will also be promoted at applicable trade shows, conferences, and meetings on a regular basis. CPC does require all awarded vendor(s) to provide marketing support in the form of a marketing flier, brochure, or other similar marketing pieces, in an editable, electronic format. CPC may assist in the development in these materials if requested by an awarded vendor(s), but in all cases shall have the authority to review and approve any marketing materials. If a website is used, the link will be made available from the CPC and NDESC websites. Any web page or link, or other marketing tools shall be dedicated to CPC information only. Minority and Women Owned Business: CPC’s intent is to undertake every effort to increase opportunity for utilization of minority and women owned businesses in all aspects of procurement. In connection with the performance of this solicitation, the awarded vendor(s) agree to use their best effort to carry out this intent and ensure that minority and women owned enterprises shall have the maximum practicable opportunity to compete for subcontract work under this solicitation consistent with the efficient performance of this solicitation. It is the desire of CPC to promote wherever possible equitable opportunities for minority and women owned business to participate in the services associated with this solicitation. New Agency Notification: CPC will email the current participating agency list to the awarded vendor(s) each quarter. Those agencies not renewing their participation should not receive CPC agency pricing/discounts.

Ordering: All orders will be executed by CPC’s participating agencies, directly, with the awarded vendor(s). The awarded vendor(s) will provide products and/or service(s) directly to the specified agency and invoice that agency directly. The awarded vendor(s) may offer a variety of options for agencies to place orders. The awarded vendor(s) will make all deliveries and installation of products and services. CPC will not warehouse items or provide services.

Patent Indemnification: By accepting this order, the respondent agrees to save and hold harmless CPC, its successors, assigns, customers and the users of its products from any liability, loss, damage, judgments, or awards, including costs and expenses arising out of any action, claims, or proceedings for infringement of (a) any United States Letters Patent purporting to cover the material to be delivered to the purchasing agency under this order, or its normal intended use and (b) any trademarks appearing with the material on delivery to CPC’s purchasing agencies; and further, respondent agreed to defend CPC at respondent’s expense in such actions, claims, or proceedings, provided that CPC shall give the respondent prompt notice in writing of all such actions, claims, and proceedings, as well as notice of infringement and threats of suit for infringement.

Protests: All protests pertaining to the specifications of the solicitation must be delivered in writing and physically received by the RFP Facilitator no later than 4:00 p.m. CST on the third (3) business day prior to the opening of proposals. Other protests shall be filed no later than three (3) business


days after the opening of the proposals or if the protest is based on subsequent action of CPC, not later than three (3) business days after the aggrieved person knows or should have knowledge of the fact giving rise to the protests. Respondents may protest only deviations from laws, rules, regulations, or procedures. Protests must specify the grounds for the protest including the specific citation of law, rule, regulation, or procedure upon which the protest is based. The judgment used in the scoring by individual evaluators may not be protested. Protests not filed within the time specified above, or which fail to cite the specific law, rule, regulation, or procedure upon which the protest is based shall be dismissed. Qualified Respondent: A respondent that has submitted a proposal meeting the due date and time of this RFP and has submitted all of the requested documents in their entirety in their required format(s).

Quarter: As used herein, quarters are defined as the periods from Q1: July 1 through September 30, Q2: October 1 through December 31, Q3: January 1 through March 31, and Q4: April 1 through June 30.

Participating Agency: A participating agency shall be defined in accordance with the, Minnesota Statutes M.S. §471.59, and M.S. §123A.21, Sub. 11, North Dakota Century Code Chapter 54-40.3, and South Dakota Statutes §5-18A-37. An eligible agency includes any school, higher education, city, county, other governmental agency, or nonprofit organization that has been deemed eligible for participation. Recalls: The awarded vendor(s) shall notify CPC and their participating agencies immediately of any product recalls. The awarded vendor(s) will issue a credit or comparable substitute for any delivered, recalled product at the agency’s discretion. All costs associated with voluntary and involuntary product recalls shall be borne by the awarded vendor(s). Respondent: A respondent has notified CPC of a desire to respond to the proposal and/or has submitted a proposal in response to the Request for Proposals (RFP).

Risk of Loss: Regardless of F.O.B., the awarded vendor(s) agree(s) to bear all risks of loss, injury, or destruction of goods and materials ordered herein which occur prior to delivery, and such loss, or destruction shall not release the awarded vendor(s) from any obligation hereunder. Safety Data Sheet SDS: Documentation providing workers and emergency personnel with procedures for handling or working with a specific substance in a safe manner, and information such as physical data, toxicity, health effects, first aid, reactivity, storage, disposal, protective equipment, and spill-handling procedures. Sales Representation and Marketing: The awarded vendor(s) agree(s) to provide identified sales/marketing representatives whom CPC can contact for sales and product information.

Sales Tax: Sales tax shall not be included in the prices quoted on the proposal form.

Severability: the invalidity, in whole or in part, of any provision of this solicitation shall not void or affect the validity of any other provision of this solicitation. Substitutions: The materials, products or equipment described in these documents establish a standard of type, function and quality to be met by any proposed substitution. Unless the particular specification prohibits substitution, respondents are encouraged to propose materials, products or equipment of comparable type, function and quality. Proposals for substitute items shall be stated in the appropriate blank on the proposal form, or if the form does not contain blanks for substitution,


on the respondent’s letterhead attached to the pricing form. Respondents shall attach to the form a statement of the manufacturer and brand name of each proposed substitution plus a complete description of the item, including descriptive literature, illustrations, performance and test data and any other information necessary for an evaluation. The burden of proof is upon the respondent for the merit of the proposed substitution. Termination for Cause or Convenience: In case of failure to deliver goods or provide services in accordance with the contract terms and conditions, CPC reserves the right to cancel and terminate any resulting contract, in part or in whole, without penalty, whenever CPC determines that such termination is in the best interest of CPC and its participating agencies. CPC will give notice of termination specifying the extent to which performance shall be terminated and date upon which such termination becomes effective, giving 30 calendar days’ written notice to the awarded vendor(s). A participating agency, whom purchases from the awarded vendor(s) may terminate or cancel any purchase order under this contract at any time, with or without cause, by providing seven (7) calendar days’ advance written notice to the awarded vendor(s). The participating agency will only be required to pay the awarded vendor(s) for good and services delivered prior to the terminating and not otherwise returned in accordance with the awarded vendors’ return policy. If the participating agency has paid the awarded vendor(s) for good and services not yet provided as of the date of termination, the awarded vendor(s) shall immediately refund such payment(s). Tri-State Area: The area defined as the three states participating in the Cooperative Purchasing Connection (Minnesota, North Dakota and South Dakota) and their participating agencies.

Value Added Attributes: Attributes that a vendor can provide that assist in educating or providing additional service to CPC’s participating agencies. This would include, but is not limited to products/services, such as promotional items, participation in vendor shows, demonstration of products, training seminars, and ability to integrate with CPC’s Express online marketplace (if applicable). CPC also considers any “optional” forms listed within Form C- Pricing Schedule to be value added attributes. Vendor Orientation (CPC 101): The awarded vendor(s) and their participating resellers/sub-contractors are required to participate in an online CPC 101 training session that is designed to educate the awarded vendor(s) and resellers/sub-contractors on the purpose and nature of CPC. The awarded vendor(s) will not be marketed to participating agencies until they have completed the vendor orientation (CPC 101) session.

IV. Technical Specifications

A. Purpose Statement/Objective: CPC is seeking to partner with an experienced vendor(s), equipped with the necessary resources and capabilities to serve as a partnered vendor to participating agencies and to lead with this contract agreement in CPC’s tri-state area as a result of this solicitation. A qualified respondent must be able to provide products, expertise, services, and on-going support for an enterprise content management solution. CPC is seeking to develop a program for participating agencies to have the ability to purchase an enterprise content management solution at consortium level discounted pricing.

B. Scope of Work: It is CPC’s intention to solicit proposals for an enterprise content management

solution on behalf of its participating agencies. CPC, upon review, analysis, and evaluation of the qualified respondents, is looking to partner with a qualified vendor(s) proposal that will provide a user-friendly platform that is able to image, automate, and improve the document management capabilities across local educational and governmental departments. The enterprise content


management solution will significantly improve the efficiency and effectiveness of document storage, retention, distribution, and retrieval. A result of a successful solution will provide participating agencies with a streamlined solution that increases productivity through a reduction in lost time spent searching, filing, and storing documents manually.

Through the combination of purchasing power, CPC’s objective is to achieve cost savings through a single competitive solicitation process. This process eliminates vendor(s) from responding to multiple quotes and proposals allowing for the reduction in administrative and overhead costs through our purchasing procedures. CPC will work closely with the awarded vendor(s) to market this contract not only to participating agencies, but also to potential agencies where the contract would be an advantageous option for growing participation and purchases through the awarded vendor(s). CPC intends to award this RFP to one or more vendors based on who can offer an acceptable ECM solution that can be of benefit to all of the participating agencies of CPC. Manufacturers may respond directly and may identify regional suppliers to execute the contract as long as pricing is consistent in all CPC service areas and designated suppliers/resellers adhere to the terms outlined in this RFP. CPC encourages all ECM providers meeting the ECM technical specifications to bid, providing the following criteria are met:

1. Pricing discounts offered on an ECM solution and applicable applications. 2. Delivery, installation and configuration services are provided. 3. Training and support are provided. 4. Guaranteed pricing discounts firm for the duration of the contract term.

Vendors who meet any or all of the requirements mentioned above, that would like to pursue a partnership, must complete the provided documents in their indicated format to be considered as a qualified respondent.

C. Quantity History: This RFP is a new category for CPC and is being solicited from the request of participating agencies. With CPC’s intent to market the contract to participating and potential agencies, it is CPC’s belief that the program will continue to grow significantly throughout the course of the solicitation term, not to exceed four (4) years.

D. RFP Facilitator:

Lisa Truax, Bid & Contract Facilitator Cooperative Purchasing Connection 1001 East Mount Faith Avenue, Fergus Falls, MN 56537 1-218-737-6535 (direct) [email protected]

E. RFP Timeline: Below is CPC’s timeline for RFP 17.6 – Enterprise Content Management. Questions regarding the RFP must be submitted electronically via Public Purchase (www.publicpurchase.com). If any issues are encountered during submission, respondents should contact [email protected]. For immediate assistance use the Public Purchase chat function to solve any technical issues. January 2, 2017 Publication of RFP 17.6 – Enterprise Content Management January 16, 2017 at 11:00 a.m. CT Non-Required Conference Call

January 20, 2017 at 10:00 a.m. CT Deadline for Respondents to Submit Questions February 1, 2017 at 10:00 a.m. CT Deadline for RFP Submission





February 23, 2017 Vendor Presentations (if necessary); Location TBD February 28, 2017 Contact Awarded Vendor(s)/Award(s) Made April 1, 2017 Initial Start of Contract Term

F. Non-Required Conference Call: A web conference will be held on Monday, January 16, 2017, at

11:00 a.m. CT to allow respondents to ask questions relating to this RFP. Respondents are encouraged to participate and address any questions, concerns and/or issues they may have. Respondents participating in the conference call will have the opportunity to view a demonstration of CPC’s Express online marketplace. To register for the non-required conference call, please visit: https://www.anymeeting.com/416-677-054.

a. Dial-in Number: 323-920-0091 b. Attendee PIN: 858 9785#

G. RFP Submission: CPC requires that responses be submitted electronically via Public Purchase

(www.publicpurchase.com). If any issues are encountered during the submission, respondents/vendors should contact [email protected]. For immediate assistance use the Public Purchase chat function to solve any technical issues. For RFP 17.6 – Enterprise Content Management, your submission should reflect the following submitted and correctly labeled documents:

a. Form A – Vendor Information – Name of Company i. Submit as a PDF, not scanned.

b. Form B – Questionnaire – Name of Company i. Submit as a Word (.doc or .docx) document.

c. Form C – Pricing Schedule – Name of Company i. Submit as an Excel (.xls or .xlsx) document.

d. Form D - References – Name of Company i. Submit as a PDF, not scanned.

e. Form E – Level of Support – Name of Company i. Printed, signed, and scanned, submit as PDF.

f. Form F – Assurance of Compliance – Name of Company i. Printed, signed, and scanned, submit as PDF.

g. Form G – Contract Offer and Award – Name of Company i. Printed, signed, and scanned, submit as PDF.

h. Form H – Proposal Checklist – Name of Company i. Printed, signed, and scanned, submit as PDF.

i. Subcontractor Utilization Form – Name of Company i. Submit as a PDF, not scanned.

j. Addendum Acknowledgement Form – Name of Company i. Printed, signed, and scanned, submit as PDF.

Required documents MUST be submitted in the indicated format and labeled properly. Failure to submit the required documents in their completion may result in being considered as non-responsive. Any documents with inserted images of completed documents will not be accepted.

H. Vendor Presentations: Qualified respondents submitting proposals may be asked to make a formal

presentation of their proposal to CPC, if necessary, on Thursday, February 28, 2017. Respondents will be asked to demonstrate the ability of their enterprise content management system, the functionality and how their solution will provide efficiencies to CPC’s participating agencies. Exact presentation location, time, and details will follow.

https://www.anymeeting.com/416-677-054




I. Notification of Intent to Award: RFP award notification will be made by Tuesday, February 28, 2017. The actual award is subject to approval by the Board of Directors.

J. Contract Term: The term of the contract resulting from this RFP will be from April 1, 2017 through March 31, 2018. There will be an optional yearly renewal for a period lasting no longer than three (3) additional one year terms, based on successful performance. CPC evaluates and reviews all contract agreements semi-annually. CPC has established a set of performance criteria that will be used in the awarded vendor(s) semi-annual evaluation. Performance criteria will include:

a. Contract start-up and communication b. Partnership responsiveness with CPC c. Customer service, quality, and delivery d. Volume, sales, and competitiveness e. Marketing

K. Administrative Fee: The awarded vendor(s) will be required to pay a two (2.0%) percent

administrative fee on the total gross sales to CPC’s participating agencies. This fee is used to cover CPC’s program costs, including the cost of conducting the RFP, continuing support of the contract, and marketing the contract to participating and potential agencies through direct mail, email notifications, and personal on-site visits. Administrative fees shall be paid to Lakes Country Service Cooperative on a quarterly basis, within 20 business days after the end of each fiscal quarter.

L. Reports Required of the Awarded Vendor(s): The awarded vendor(s) will provide CPC with quarterly reports listing the sales volume showing the total gross dollar volume of all purchases made by participating agencies within that quarter, the administrative fee calculations, and the correlating savings incurred by agencies. CPC may also request reports on commonly purchased items or top selling items to create or update a market basket. All reports must be submitted in MS Excel within 20 business days after the end of each fiscal quarter, listing the following information:

a. Name of service cooperative region b. Name of purchasing agency c. Address of purchasing agency d. Date of sale e. Manufactures’ list price f. CPC net member price (discounted price) g. Administrative fee generated by sale h. Savings generated by sale

M. Specific Terms and Conditions:

1. Standard terms and conditions: a. The awarded vendor(s) agrees to:

i. Provide the ability, knowledge and experience of the use of ECM solutions in local government entities with multiple departments.

ii. Provide participating agencies who have questions, issues, and/or concerns with an efficient response; responding to agencies within 24 hours.

2. Product and/or category terms and conditions: a. The awarded vendor(s) agrees to:

i. Enterprise Content Management 1. Provide a solution that endures a user-friendly interface that allows users to

navigate and perform their primary job tasks. ECM should include, at a minimum, the following functional requirements: a. Device agnostic – computing components that work with various systems

without requiring any special adaptations. b. Document imaging – capturing and storing documents in digital form.


c. Document management – including indexing and library services such as version control, search, retrieval, annotations, redaction, check-in, check-out, and document security features.

d. Distribution – delivery and completion of copying, printing, faxing, and emailing, including the ability to copy or move documents from one application to another.

e. Records management – defining retention schedules, classification and archival and permanent documents, disposing/purging documents, and functions needed to meet federal, state and local record keeping requirements.

f. Storage capacity – route and encrypt documents to storage solution following industry standard SSAE 16 (SOC) 1 or SOC 2, PCI, HIPPA and SOX requirements.

g. Web and premise based solutions – ability to host content onsite, online via a cloud solution or a combination of the two (hybrid); accessible by all users via the internet.

h. Integration – ability to integrate with current agency platforms; documents can be captured through scanners or multi-function printers. Solution should also maintain the ability to integrate with active directory domain services.

i. Workflow – ability to manage, monitor and approve throughout the content lifecycle process.

j. Auditing, tracking and reporting – support for document change tracking and report creation; provide reporting for missing documents, expiration dates, etc.

k. Optical character recognition – conversion of images into machine-encoded text.

l. Security and access roles – ability to assign user security roles based on the document type, including privacy redaction.

ii. Pricing 1. All pricing should include the two percent (2%) administrative fee on all

products, supplies, parts, and related accessories. 2. Contract pricing must be held firm during the initial contract period, unless

reductions are made to accommodate one-time bulk replacements or special promotions. The awarded vendors(s) may offer a reduced spot discount to any participating agency at any one time in the case of large projects or to secure business. However, the awarded vendor(s) cannot reduce the current contract discounts and percentages to a participating agency beyond a single large project until following the steps outlined in Article 6.a. and receiving approval by CPC. CPC may conduct periodic audits and the vendor will be responsible for full reimbursement for any overcharge to a participating agency.

3. Provide a discount price schedule (Form C – Pricing Schedule) for all categories of product available and offered in this RFP.

4. New products and items, pertaining to the scope of this RFP, can be added during the course of the contract term with notice to CPC. These items shall meet or exceed all the specifications and requirements established in the contract. CPC may direct the vendor to remove any items that do not meet the intent or are otherwise in conflict with the contract requirements.

5. CPC may accept a future claim from the vendor that a new threshold of performance or technology has been established. If CPC is satisfied with the evidence presented in support of the claim, appropriate pricing for such new technology may be established applying the same pricing method used by the


vendor in their original response. The vendor must be able to verify the pricing calculation.

6. When an equipment manufacturer revises its reference product price list to add or delete models and accessories that result in revised contract pricing, the vendor shall notify CPC in writing via email as follows: a. Request is to be typed on vendor’s letterhead and emailed to CPC; b. It is filed with CPC at a minimum of 30 calendar days before the effective

date of the proposed change; c. It clearly identified the items impacted by the change; d. The change will not produce a higher profit margin than that on the

original contract; e. It is accompanied by documentation acceptable to the Bid & Contract

Facilitator to warrant the change. f. CPC reserves the right to accept such change and will confirm disposition

in writing. For contract administration purposes, CPC must be able to verify the manufacturer’s current product price. Price increases that cannot be verified shall not be reflected on the vendor’s contract nor charged to the participating agency.

7. CPC expects respondents to offer their very best prices. If a respondent offers lower prices to any CPC participating agency outside of this contract, it must lower its prices under this contract at the same time by written notice, via email to CPC.

iii. Delivery, Installation and Configuration Services 1. Propose all services required for delivery, installation and configuration of the

proposed software products, including acceptance tests to be attended by the participating agency.

2. Possess the ability to assess and determine existing agency processes and procedures and the participating agencies’ expectations for the ECM solution being purchased.

3. Pricing for design layout, installation and configuration services is either by hourly rate or percentage of project cost. The respondent must outline the option that applies to their response in Form C – Pricing Schedule. If the respondent charges for installation by a method other than hourly or percentage, a complete explanation and breakdown of how charges are calculated must be included with the proposal.

4. Coordinate all delivery, installation and configuration services with the participating agency. Delivery, installation and configuration services must be completed at the convenience of the participating agency, unless through mutual agreement with the awarded vendor(s).

5. All services must be 100% guaranteed. Any service provided, which does not meet the end users’ expectations must either be redone until the end users’ expectations are met, or the charges for the services are refunded to the end user.

6. Invoices will be sent directly to CPC’s participating agencies. iv. Software Modification, Maintenance, Upgrades, and Development

1. Propose all services required to design and develop software, modify existing software, or to integrate with software meeting the needs of a participating agency. Include integration of the proposed applications, acceptance tests, etc.

2. Propose any services offered to migrate and/or convert a participating agencies existing records to the proposed solution.

3. Propose any necessary upgrade and maintenance services for all package and custom application software, the duration of the services.

v. Training.


1. Thorough training of the solution will be critical to its effectiveness. The awarded vendor(s) must ensure training for all users and system administrators. Training provided to users, who will in return become trainers through continued support, will be considered a value added attribute.

vi. Infrastructure Specifications 1. Review and analyze the participating agencies’ network infrastructure.

Propose any necessary modifications or changes required for the ECM solution as it pertains to the current network infrastructure. The awarded vendor(s) will be required to work with participating agencies on any infrastructure issues and requirements.

vii. Advertising and Marketing 1. Provide sales and marketing representation that is able to educate, introduce

and demonstrate products and/or services to CPC’s participating agencies. Vendors must assist in developing marketing materials that support the contract. A vendor must demonstrate that it possesses the necessary resources to, and agrees to, provide a comprehensive training and support program on the operation and use of the contract agreement. Services offered must be appropriate and adequate to ensure a successful partnership related to the contract agreement.

2. All promotional marketing materials must have the prior approval of CPC before distribution and must include the CPC logo and pertinent contract information.


Appendix A

Form A – Vendor Information

Company Information

Company Name

Address

City/State/Zip

Phone

Fax

Toll Free Customer Number

Company Contacts

General Manager Name

Email

Phone

Sales Manager Name

Email

Phone

Customer Service Manager Name

Email

Phone

Account Manager(s) for the

Cooperatives Name(s)

Email

Phone

Responsibilities

CPC New Member Notification

Name

Email/Phone

CPC Member Customer Service

Name

Email/Phone

Submitting Sales Reports to CPC

Name

Email/Phone

Payment of Administrative Fees to CPC

Name

Email/Phone

Conducting Audits

Name

Email/Phone

Form B – Questionnaire Instructions. Please complete the questionnaire below by placing your company’s answers in the correlating response column. Responding Company’s Name: Question Response

Experience and Qualifications 1. Provide a brief background of your

organization, including the year it was founded (1-2 paragraph max.).

2. Provide a brief background of the products/services you provide and how you see a partnership being implemented with schools, higher education, cities, counties, and nonprofits (1-2 paragraphs max.).

3. As you envision it, what is your company’s role in this partnership? Please include sales and marketing strategies.

4. Does your company market directly to potential customers? If so, how?

5. Does your company have a dedicated marketing person/team with which CPC can communicate and obtain marketing materials and images? If so, please include their contact information in your response.

6. Is your company willing to provide printed copies of marketing materials to our regional CPC representatives?

7. Does your company have the ability to participate in conference tradeshows in Minnesota, North Dakota and South Dakota? If so, how does your company plan to position the CPC contract at those tradeshows, if awarded? Please list any conference tradeshows that you’ve attended in those states within the last three years.

8. Does your company have the ability to provide training to our members? If so, please explain what training options are available to participating agencies.

9. Is your company available for educational presentations at each of the regional service cooperatives?

10. Please list other contracts you have in place that could be accessed by our membership for your products (e.g. other consortiums) in Minnesota, North Dakota and South Dakota?

11. Please list the agencies, if any, you would exempt from this contract.

12. Please describe how your company will position this contract to CPC’s participating agencies, if awarded.

13. If awarded, how does your company plan to inform and train your account managers, financial/reporting personnel, sales and customer service representatives on the details and promotion of the contract?

14. Provide the percentage of your company’s total annual revenue that is driven by ECM related revenue (i.e. software, services, maintenance, etc.).

15. Please provide your company’s last three years total gross sales to agencies within CPC’s service area.

MINNESOTA 2016 2015 2014 K-12 HIGHER ED CITY/COUNTY NONPROFITS TOTALS

NORTH DAKOTA 2016 2015 2014 K-12 HIGHER ED CITY/COUNTY NONPROFITS TOTALS

SOUTH DAKOTA 2016 2015 2014 K-12 HIGHER ED CITY/COUNTY NONPROFITS TOTALS

16. Provide evidence of what your organization is doing to remain a viable and stable player in the ECM market.

17. Describe what generally differentiates your company from your key competitors as it pertains to ECM.

18. How many related organizations have implemented your ECM solution in CPC’s tri-state area?

19. What percentage of the customers, noted above, are still running your solution (i.e. lifetime customer retention)?

20. How many organizations have implemented your solution in the past fiscal year?

Project/ECM Personnel 21. If awarded, how many staff

members will be dedicated to working directly with CPC’s participating agencies? How many staff members will be dedicated to sales, delivery, installation, configuration, deployment, training, maintenance and support? Of those mentioned, please include the average tenure in their job duties.

22. Provide the number of offices and their locations for your organization.

23. If awarded, how does your company plan to inform and train

your sales and customer service representatives on the details and promotion of the contract?

24. Using the map provided in the RFP (Appendix A), please identify the regions and/or states that your company is not able to service. Please designate why your company is not able to service a particular region and/or state.

25. Describe the sales process that your company would take with an educational agency (i.e. school)? Will this process differ from a city, county or nonprofit agency? If so, please describe both processes.

Functional Requirements 26. Can users easily navigate and

perform their primary job tasks with little-to-no training with intuitive ribbon-style toolbars, tabs, and access features that are based with a familiar look and feel of Microsoft products? Explain, if necessary.

27. Does the client software provide capabilities for users to personalize their user experience? Explain, if necessary.

28. Does the client software have the ability to show associated information pertaining to the document alongside the image itself? Explain, if necessary.

29. Does the client software provide the ability to auto-import camera images and media files directly from a connected device? Explain, if necessary. Does the client enable users to play, stop and pause multimedia files with a native viewer? Explain, if necessary.

30. Does the client enable users to filter and sort document lists to narrow search results? Explain, if necessary.

31. Does the client enable users to view documents with a local install of specification applications (i.e. Microsoft, Google, Adobe)? Explain, if necessary.

32. Does the client enable users to conduct audits, run reports, export data, documents, or establish links to documents out of the system via email or to a spreadsheet? Explain, if necessary.

33. Does the client enable users to organize documents in nested, parent-child folders that populate themselves as documents enter the ECM solution or are processed through a workflow? Explain, if necessary.

34. Does the Web client provide a dashboard component to create and manage personalized

interfaces that present end users with access to priority content and tasks (i.e. workflow status report, commonly used document searches, etc.)? Explain, if necessary.

35. Does the Web client solution offer full support for Internet Explorer, Microsoft Edge, Firefox and Google browsers on the Windows platform? Explain, if necessary

36. Does the solution enable users, as well as administrators, to create their own personalized saved searches? Explain, if necessary.

37. Does the solution provide the ability for meaningful document names to appear in a search results list that can contain both static text as well as defined index values, offering a more detailed description of the documents returned? Explain, if necessary.

38. Does the solution allow users to search for multiple document types (e.g., text, COLD, image, PDF, Word, Office, DWG, etc.) in one search and provide hit-highlights directly on documents and easy page-to-page navigation between hits? Explain, if necessary.

39. Does the solution provide the capabilities to not only retrieve and archive to the ECM system from the native Office tabbed ribbon toolbar, but also search and retrieve ECM stored content from directly inside the native office application? Explain, if necessary.

40. Is the solution’s workflow experience integrated to provide task buttons and user interaction on a menu right from selected or open documents through standard document retrieval (i.e., user does not need to enter the workflow client)? Explain, if necessary.

41. Does the solution provide capabilities for an offline mobile worker to access documentation, complete forms, capture signatures, etc. should they become disconnected to the network and then synchronize work back into the system when they are back online? Explain, if necessary.

42. Does the solution provide natively-built interfaces to standard mobile devices (i.e. BlackBerry, iPad, iPhone, Windows Phone, Windows Surface tablets, and Android phones and tablets)? Explain, if necessary.

43. Does the solution allow for drag-and-drop import of messages into the ECM solution using email client folders in order to automate the

classification and indexing of emails and attachments (i.e. users could create a folder for purchase orders, one for invoices, another for resumes, etc.)? Explain, if necessary.

44. Does the solution allow for emails and attachments to be automatically imported and fully indexed into the system without any user data entry? Explain, if necessary.

45. Does the solution provide an email archive that offers the ability to assign time-based retention to emails with the ability to put an email or group of emails “on hold,” preventing automatic destruction? Explain, if necessary.

46. Does the solution support single instance storage of both email and attachments with the sender and all recipients pointing to one record/file? Explain, if necessary.

47. Does the solution provide the ability to search on e-mail index values and/or perform a full-text search on e-mail and attachment content? Explain, if necessary.

Record Capture 48. Provide your ECM solutions’

abilities to: Scan documents and

information. Verify documents once

electronically captured. Import documents and

information. Automatically classify

documents. Extract information and

index documents. Define and apply business

ruled to validate extracted data.

Deliver images and data to a destination of choice.

Ability to capture and index documents from a remote user through a web-based connection.

Ability to perform quality assurance of imaged documents.

Capture process for page separation and retrieval.

49. Describe the ECM solutions ability to support sweeping images and other file types from a network directory, providing an indexing interface while classifying and indexing them.

50. Describe the applications that your ECM solution currently integrates with.

51. Does the ECM solution provide the ability to integrate with other

devices (i.e. fax, multi-function printers/copiers)? Explain, if necessary.

52. Describe the indexing capabilities within your ECM solution.

53. Describe your ECM solution’s ability to automatically search for sensitive data and intelligently generate redacted zones.

54. Describe the out-of-the-box configurable options related to your ECM solutions’ interface.

Integration 55. From a data-centric business

application, based on account/record information presented on the screen, does the system allow users to retrieve ECM-stored documents without custom programming, API programming, scripting, or modifications to the existing application? Explain, if necessary.

56. Does the solution provide integration with e-mail clients like Microsoft Outlook, IBM Notes, and Novell GroupWise, allowing users to access ECM functionality and import e-mails and attached documents into the repository directly from their e-mail interface? Explain, if necessary.

57. Does the solution offer well documented, robust API(s)? Describe in detail.

58. Does the solution offer the ability to synchronize data in real-time behind the scenes? Explain, if necessary.

59. Does the solution offer the ability to trigger events when information changes in the business system or the ECM system? Explain, if necessary.

Management 60. Is the ECM’s solution workflow

integrated with the rest of the ECM solution? Explain if necessary.

61. How many configurable workflow business rule templates are available out-of-the-box with your system? Explain what parameters are available upon configuration.

62. Immediately upon import, based on the document type, does the solution automatically identify with which workflow processes to associate a given document.

63. Describe your workflow solution’s ability to provide out-of-the-box visual indications of missing documents required of a work packet.

64. Does the ECM solution provide the ability to perform parallel processing by automatically routing a single document through

multiple business processes simultaneously and allowing multiple users to access and work on the same document?

65. Will the ECM workflow solution include, a native electronic forms application? Explain, if necessary.

66. Does the ECM solution support the use of electronic forms natively without requiring the purchase of any proprietary forms software? Explain, if necessary

Auditing & Reporting 67. Does the solution provide the

ability to access a document-level audit trail directly from the document? Explain, if necessary.

68. Describe what is natively tracked in your out-of-the-box audit trail.

69. Does the ECM solution’s reporting tool directly integrate with Microsoft Excel, allowing users to build reports natively in Excel utilizing the ECM solution’s attributes? Explain, if necessary.

70. Does the ECM solution provide the ability to access dashboards from anywhere? Explain, if necessary.

System Architecture 71. Does the system support an

unlimited number of index values per document? Explain, if necessary.

72. Describe how the system classifies/categorizes content. Is categorization of content configurable?

73. Does the ECM solution support an unlimited number of document types within the system? Explain, if necessary.

74. Are there limitations (from a database perspective) regarding how many documents can be stored within the system?

75. Does the ECM solution allow the archiving of documents to various media? If so, please describe what types of media.

76. Does the ECM solution store documents in their original native file format? What storage formats are supported? Explain, if necessary.

Configuration 77. Does the ECM solution allow for

ease of configuration, in that most administrative tasks (i.e. adding new document types and index values, user administration, configuring workflows, etc.) can be done by an internal resource? Explain, if necessary.

78. Describe in detail how workflows are designed, created, and the level of scripting or any custom coding

that is required. Explain, if necessary.

79. Describe how business users can modify business processes without having to rely on a system administrator to make the changes.

Security 80. Through your company’s

attainment of SSAE 16 (SOC 1) or SOC 2 certification, how does your company assure agencies know that their documents and information are functional and secure at all times?

81. Describe the solution’s different security options for logging into the system, allowing the system administrator to decide which option is the best for their agency.

82. Describe how your ECM solution manages highly-sensitive information (i.e. payment card information), adhering to the PCI compliance standard.

83. To accommodate multi-departmental deployments involving numerous administrators, explain how your solution separates workflow administration privileges.

84. Describe the solutions ability for designated users to perform the following administrative tasks via the Web-based client: Adding new users. Changing passwords. Resetting passwords. Applying rights to user

groups.

Scalability 85. Does the solution allow for

development, test, and disaster recovery environments with no additional licensing fees? Explain, if necessary.

86. After an initial investment, a participating agency intends to add on additional departments. Describe how the ECM solution could accommodate this growth. Also note any charges they may incur with the additional departments being added to the solution.

87. Provide examples of scalability using real customer examples and metrics: Peak number of users in a

single instance at one time. Peak number of retrievals

per hour. Peak number of documents

ingested per day. Peak number of documents

stored in the ECM repository. Is ECM solution licensing

based on concurrent users?

88. What is the maximum number of documents the ECM solution can hold?

Implementation & Support 89. Please describe your

implementation methodology and experience of implementing ECM solutions. Describe the roles and responsibilities of both the company providing the ECM solution and the agency purchasing the ECM solution. Provide a sample project implementation plan.

90. Please propose all on-going applications support that you are able to provide. Describe the types of application support that your company offers (i.e. onsite, telephone, conference call, online), hours of availability, response time and resolution times.

91. How consistently are new versions of the ECM software released? Describe how software changes and enhancements are incorporated into a release?

92. Detail the software license costs or upgrade costs typically incurred with and upgrade to a new release.

Training 93. Describe the training program

offered by your organization and where and when it’s available.

94. Training: Does your company offer a Train the Trainer program? If so, please explain. For example, said company will train a user/system administrator to train any additional users added to the agency post implementation.

95. Does your organization offer an array of live, interactive trainings, minimizing the users need to travel?

Miscellaneous 96. Subcontractors for Installation:

will your company be using subcontractors to conduct any installations through the result of this solicitation? If so, how do you plan to educate the subcontractor(s)? Who will conduct the installation? Will it comply with the terms and conditions of the contract? Whether using subcontractors or not, a respondent must complete and submit the Subcontractor Utilization Form in their response.

97. Please describe any other “value adds” and/or services your

company can bring to CPC’s participating agencies.

98. What are your payment terms? 99. Does your company accept

payment by procurement card? If so, is the participating agency assessed a fee for purchasing with a procurement card?

100. Does your company offer any prompt payment discounts? If so, please describe.

101. List any additional stipulations and/or requirements your company requests that are not covered in the RFP.

102. List any exceptions that your company is requesting to the terms set forth in the Instructions to Respondents and Technical Specifications.

Responding Company's Name:

Category Component DescriptionStandard Hourly

Labor (Onsite) - if

applicable

CPC Hourly Labor (Onsite) - if

applicable

Standard Labor (Remote) - if

applicable

CPC Hourly Labor (Remote) - if

applicableOther Method - if

applicable

CPC Other Method - if

applicableOne Time Charge -

if applicable

CPC One Time

Charge - if

applicable

Users: Define by quantity of users or cost per user.

Application SoftwareItemize the software costs (by module/application) for the software being proposed

Integration ToolsOther Software/Licensing:

Initial Configuration and

Implementation Costs

Travel Costs

Other Professional Services: (project management, consultation,

etc. - please list, desribe, and price

accordingly)

End User TrainingAdministrator Training

Professional Services

Training - Initial & Ongoing

Form C - Pricing Schedule*Please note this spreadsheet has multiple workbooks/tabs.

Instructions. Please complete the form below for all software licensing, costs, services, training, maintenance and support offered to CPC's participating agencies through this RFP. This form has been formatted to print to one page width. Rows have been provided, please add additional rows as needed. Please note this is a required form.

REQUIRED FORM

Software Licensing

Form C - Pricing Schedule Page 1

Electronic Forms TrainingWorkflow TrainingRecords Management TrainingOther Training:

Year OneYear TwoYear ThreeYear FourYear Five

Other Service /Support:

Other Services or Costs - not listed above

Maintenance & Support


Form D – References Instructions: Please provide three references in the spaces below. References should be from organizations that have purchased and/or used products and/or services that relate to the scope of this RFP. Responding Company’s Name:

Reference #1 – Product/Service Used: Reference Name Reference Contact Name

• Phone • Email

Notes (for CPC use only):


• Phone • Email



• Phone • Email


Form E – Level of Support

Instructions: Please indicate the level of support you will offer on this contract category. Check only one box in each section. Prices are (check one box): No different from what we ordinarily offer to individual members.

Two percent (2%) lower than our best price to individual members.

Three percent (3%) lower than our best price individual members.

Four percent (4%) lower than our best price to individual members.

Five percent (5%) lower than our best price to individual members.

Ten percent (10%) lower than our best price to individual members.

Other, please explain

Prices are (check one box): No different from what we ordinarily offer to other consortiums.

Two percent (2%) lower than our best price to other consortiums.

Three percent (3%) lower than our best price other consortiums.

Four percent (4%) lower than our best price to other consortiums.

Five percent (5%) lower than our best price to other consortiums.

Ten percent (10%) lower than our best price to other consortiums.


Authorized Signature (must match Signature on Form F) Date

Form F – Assurance of Compliance To Whom It May Concern:

The respondent has carefully checked the accuracy of all items including description, price per unit, and listed total price per item in this proposal. In addition, the respondent accepts the general provisions of the proposal, including delivery timelines, and all responsibilities of delivery as outlined. The respondent is aware of any detailed and special conditions. In submitting this proposal, it is understood that the right is reserved by the Cooperative Purchasing Connection to reject any or all proposals, and it is agreed that this proposal may not be withdrawn during a period of one hundred-twenty (120) days from the time of the opening date.

Company Name: Authorized Agent’s Signature: Agent’s Name (printed):

Address: City/State/Zip: Telephone Number: Fax Number:

E-Mail Address:

Form G – Contract Offer & Award

OFFER TO BE COMPLETED BY VENDOR In compliance with the Request for Proposal, the undersigned warrants that I/we have examined the Instructions to Respondents and Technical Specifications, and being familiar with all of the conditions surrounding the proposed projects, hereby offer and agree to furnish all professional services in compliance with all terms, conditions, specifications and amendments in this solicitation and any written exceptions in the offer. Signature also certifies understanding and compliance of this proposal. The undersigned understands that his/her competence and responsibility and that of his/her proposed subcontractors, time of completion, as well as other factors of interest to the Cooperative Purchasing Connection as stated in the evaluation section, will be a consideration in making the award. This contract offer and award binds said vendor to all terms and conditions stated in the proposal until a contract has been signed by both parties.

Company Name: Address: City: State: Zip: Contract Contact Person: Authorized Signature: Printed Name:

ACCEPTANCE OF OFFER AND CONTRACT AWARD TO BE COMPLETED ONLY BY THE

COOPERATIVE PURCHASING CONNECTION Contract Term: It is the Cooperative Purchasing Connection’s intent to award a contract for Enterprise Content Management. The contract term may be renewed annually, up to three (3) additional terms.

17.6 – ECM CPC Authorized Signature Contract Number

Awarded this day of , 2017.

Form H – Proposal Checklist The following items/submittals are required to be qualified as a respondent to the RFP. Respondents must submit an electronic version of their proposal by the due date and time listed in this RFP via Public Purchase (www.publicpurchase.com). Please take a moment to review the checklist provided and ensure all of the necessary documents have been uploaded with your response. Your organization’s uploaded proposal should include the following submitted and correctly labeled documents:

1. Form A – Vendor Information – Name of Company i. Submit as a PDF, not scanned.

2. Form B – Questionnaire – Name of Company i. Submit as a Word (.doc or .docx) document.

3. Form C – Pricing Schedule – Name of Company i. Submit as an Excel (.xls or .xlsx) document.

4. Form D - References – Name of Company i. Submit as a PDF, not scanned.

5. Form E – Level of Support – Name of Company i. Printed, signed, and scanned, submit as PDF.

6. Form F – Assurance of Compliance – Name of Company i. Printed, signed, and scanned, submit as PDF.

7. Form G – Contract Offer and Award – Name of Company i. Printed, signed, and scanned, submit as PDF.

8. Form H – Proposal Checklist – Name of Company i. Printed, signed, and scanned, submit as PDF.

9. Addendum Acknowledgement Form – Name of Company i. Printed, signed, and scanned, submit as PDF.

10. Subcontractor Utilization Form – Name of Company i. Submit as a PDF, not scanned.

IMPORTANT: Forms MUST be submitted electronically in the format indicated for the proposal to receive consideration. MS Word documents with inserted images of completed documents will not be accepted. Please double check your uploaded documents for completion prior to submission. _________________________________________________________________ ________________________________ Authorized Signature Date


Addendum Acknowledgement Form

Instructions: Please acknowledge receipt of all addenda issues with this solicitation by completing this addendum acknowledgement form. Check the box next to each addendum received and sign below. If no addenda were issued, sign the bottom section to verify. Failure to acknowledge addenda may result in bid disqualification. Acknowledgement: I hereby acknowledge receipt of the following addenda and have made the necessary revisions to my proposal, plans and/or specifications, etc. Addendum Numbers Received (check the box next to each addendum received):

Addendum No. 1 Addendum No. 5




I understand that failure to confirm receipt of addenda may cause for rejection of this response. Authorized Signature Date

Acknowledgement: I hereby acknowledge that no addenda were issued during this solicitation process. I understand that failure to confirm this acknowledgement may cause for rejection of this response. Authorized Signature Date

Cooperative Purchasing Connection

PARTNERED VENDOR/SUBCONTRACTOR UTILIZATION (This form must be completed and returned with your response)

RFP Name:

RFP Number: Partnered Vendor Name:

If a subcontractor will not be used, check this box: List all subcontractors to be used during the performance of this contract. Submit additional forms if needed. Company Name:

Street Address:

City, State, Zip:

Telephone:

Primary Contact:

Email Address of Contact:

Services to be provided:

Company Name:

Street Address:

City, State, Zip:

Telephone:

Primary Contact:



Company Name:

Street Address:

City, State, Zip:

Telephone:

Primary Contact:



1/20/2017 Public Purchase: Bid Questions

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Questions for Bid RFP #17.6 - Enterprise ContentManagement

Question #1

In looking at the link for the conference call, arevendors required to sign up with anymeeting for the 14day trial in order to participate in your call? Thisappears required. If there is another means to theconference line, please provide specific instructions.Thank you.

Jan 11, 2017 5:07:28 AM CSTBy: ImageSoft, Inc. - ISIJDM

Answers The Anymeeting link provided in the documents has anerror. CPC will issue an addendum correcting thisissue.

Potential respondents will have the ability to attend theconference call without having to sign up forAnymeeting. With the correct web link, simply click thelink to connect and call in to attend.

Jan 11, 2017 8:22:26 AM CSTBy: ltruax

Answer

Question #2

Under the "Debarment or Suspension" paragraph, itlooks like bidders are required to fill out and submitan EDGAR Compliance form. This form does notappear in the RFP documents section. Is this formrequired and if so where can we obtain a copy?


Answers CPC will issue an addendum clarifying the sectiontitled Debarment and Suspension found on page 9 ofthe RFP.


Answer

Question #3

Are you currently using an ECM system? If so,what are some of the challeges you are facing?

Jan 19, 2017 4:51:57 PM CSTBy: FutureNet Group Inc - JayMehta

Answers CPC is conducting an RFP on behalf of itsparticipating agencies across the tri-state area.Through this RFP, CPC plans to partner with aresponsive and responsible bidder who canprovide an ECM solution, along with services andsupport. Participating agencies will have theability to purchase directly from the awardedvendor without needed to go out for bid/quotethemselves.


Answer

Question #4

javascript:Auction_PopupWindow('/gems/help/onlineHelp.html','onlineHelp','width=540,height=400,scrollbars=yes,resizable=yes');

javascript:Auction_PopupWindow('/gems/help/mainhelp.html?frame1=agency/info.html&frame2=agency/info_types.html','Help','width=800,height=600,scrollbars=yes,resizable=yes');

javascript:loggingOut();

javascript:navfuncs.selectApp('gems');

http://www.publicpurchase.com/gems/buyer/home/home

http://www.publicpurchase.com/gems/bid/closedBids

http://www.publicpurchase.com/gems/mys/userinfo?tm=m

http://www.publicpurchase.com/gems/buyer/admin/info?tm=m

javascript:Auction_PopupWindow('/vendor/vendor/management/vendorPopUp/vendorInfo?orgId=413956&mle=1&showpopup=true','buyeradm','width=800,height=600,scrollbars=yes,resizable=yes');





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Do we need to provide any hardware? Jan 19, 2017 4:52:16 PM CSTBy: FutureNet Group Inc - JayMehta

Answers It is unknown whether or not a participatingagency will need hardware or not as everyagency may have different needs.


Answer

Question #5

Is scanning part of the scope? Jan 19, 2017 4:53:21 PM CSTBy: FutureNet Group Inc - JayMehta

Answers Yes, scanning should be included as manyagencies have a multitude of paper that needs toturn to an electronic format.


Answer

Question #6

Can we perform services off-site (except for on-site meetings)?

Jan 19, 2017 4:54:21 PM CSTBy: FutureNet Group Inc - JayMehta

Answers All services, and how they will be delivered orperformed, will need to be defined in yourresponse to the RFP.


Answer

Question #7

Would the CPC provide a list of their members? Pleasesend out to all bidders.


Answers CPC intends to share its membership with the awardedvendor.


Answer

Question #8

The CPC mentioned that there are 6-8 memberorganizations that have requested ECM vendorreferences previously. Who are they? Also, whichmember organizations have expressed interest in ECMsystems?


Answers CPC will not be sharing that information at this time,rather with the awarded vendor. However, schooldistricts have expressed the most interest at this time.


Answer

Question #9

Does CPC envision a single, enterprise-wide multi-tenant ECM solution that member organizations can tapin to? Or, will each requesting agency purchase andmanage their own ECM system?


Answers









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CPC envisions awarded a contract to a company that isable to provide an easy-to-use ECM solution thatprovides efficiencies and not only in personnel time,but also document storage, retention, distribution andretrieval of such documents. Some agencies may worktogether for a single solution to tap into, others maywant their own individual solution.


Answer

Question #10

Upon approval as a preferred vendor, what rights doesvendor have for direct marketing to memberorganizations


Answers Once a partnership is established through the awardingprocess, partnered vendors have the ability to directlymarket to participating agencies. However, per the RFPspecification all promotional marketing materials musthave the prior approval of CPC before distribution andmust include the CPC logo and pertinent contractinformation. This approach helps unify and coordinatecommunications being sent out to members. CPCstrives to partner and work with each individualawarded vendor on the marketing and promotion ofeach contract to its participating agencies.


Answer

Question #11

On page 11 of the RFP, it mentions that awardedvendors will be marketed via CPC tradeshows,conferences, etc. Is there a list of these events andare vendors allowed to exhibit themselves? If yes,please provide the list.


Answers CPC attends multiple tradeshows in the tri-state areathat target decision makers in education, cities,counties and nonprofits. The list of conference isreviewed annually and changes from year to yeardepending on traffic flow, conversation, and ourcontract portfolio.


Answer

Question #12

On page 17 of the RFP, the ECM solution requirementsinclude Record Capture, Integration, Management,Auditing & Reporting, System Architecture, etc. Arethere any more requirements, such as integration witha specific database, 3rd party software (Microsoft,etc.), state systems, line of business application, etc.?


Answers At a minimum, those are the requirements of the RFP.Individual participating agencies may requestintegration with specific databases, third-partysoftware, systems, etc., but that will be specific to theagency.


Answer

Question #13






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Should we include any scanner hardware pricing? Jan 20, 2017 8:08:05 AM CSTBy: ImageSoft, Inc. - ISIJDM

Answers Yes, scanning hardware and pricing can be listed underOther Services or Costs found in Form C - PricingSchedule.


Answer

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Customer Support: [email protected] | Copyright 1999-2017 © | The Public Group, LLC. All rights reserved.



1/11/2017 Public Purchase: Bid RFP #17.6 - Enterprise Content Management - Addendum # 1

http://www.publicpurchase.com/gems/bid/trackChanges?bidId=71260&outlineId=184426&addendumNumber=1 1/2

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Bid RFP #17.6 - Enterprise Content ManagementAddendum #1 - Addendum

Bid Type RFP

Bid Number 17.6

Title Enterprise Content Management

Start Date Jan 2, 2017 11:03:49 AM CST

End Date Feb 1, 2017 10:00:00 AM CST

Agency Cooperative Purchasing Connection

Bid Contact Lisa M Truax(218) [email protected] E. Mount Faith AvenueFergus Falls, MN 56537

Description

Purpose Statement/ Objective: CPC is seeking to partner with an experiencedvendor(s), equipped with the necessary resources and capabilities to serve asa partnered vendor to participating agencies and to lead with this contractagreement in CPC’s tri-state area as a result of this solicitation. A qualifiedrespondent must be able to provide products, expertise, services, and on-goingsupport for an enterprise content management solution. CPC is seeking todevelop a program for participating agencies to have the ability to purchase anenterprise content management solution at consortium level discounted pricing.

Scope of Work: It is CPC’s intention to solicit proposals for an enterprisecontent management solution on behalf of its participating agencies. CPC,upon review, analysis, and evaluation of the qualified respondents, is looking topartner with a qualified vendor(s) proposal that will provide a user-friendlyplatform that is able to image, automate, and improve the documentmanagement capabilities across local educational and governmentaldepartments. The enterprise content management solution will significantlyimprove the efficiency and effectiveness of document storage, retention,distribution, and retrieval. A result of a successful solution will provideparticipating agencies with a streamlined solution that increases productivitythrough a reduction in lost time spent searching, filing, and storing documentsmanually.

Through the combination of purchasing power, CPC’s objective is to achievecost savings through a single competitive solicitation process. This processeliminates vendor(s) from responding to multiple quotes and proposals allowingfor the reduction in administrative and overhead costs through our purchasingprocedures. CPC will work closely with the awarded vendor(s) to market thiscontract not only to participating agencies, but also to potential agencies wherethe contract would be an advantageous option for growing participation andpurchases through the awarded vendor(s).

CPC intends to award this RFP to one or more vendors based on who can offeran acceptable enterprise content management solution that can be of benefit toall of the participating agencies of CPC. Manufacturers may respond directlyand may identify regional suppliers to execute the contract as long as pricing isconsistent in all CPC service areas and designated suppliers/resellers adhere tothe terms outlined in this RFP.

CPC encourages all enterprise content management providers meeting thetechnical specifications to bid, providing the following criteria are met:











1. Pricing discounts offered on an enterprise content management solutionand applicable applications.

2. Delivery, installation and configuration services are provided.3. Training and support are provided.4. Guaranteed pricing discounts firm for the duration of the contract term.

Vendors who meet any or all of the requirements mentioned above, that wouldlike to pursue a partnership, must complete the provided documents in theirindicated format to be considered as a qualified respondent.

Pre-Bid Conference

Date: Jan 16, 2017 11:00:00 AM CSTLocation: Non-Required Conference CallNotes: A web conference will be held on Monday, January 16, 2017, at

11:00 a.m. CT to allow respondents to ask questions relating tothis RFP. Respondents are encouraged to participate and addressany questions, concerns and/or issues they may have. To attendthe non-required conference call, please visit: https://www.anymeeting.com/416461-677-054.

1. Dial-in Number: 323-920-00912. Attendee PIN: 858 9785#

NoAttachments

No Attachments

Documents

Name Posting Date Acceptance

RFP 17.6 - Enterprise Content ManagementJan 211, 2017 108:4825:58 12 AM CST Yes

Form A - Vendor Information.pdfJan 2, 2017 10:49:04 AM CST Yes

Form B - Questionnaire.docx Jan 2, 2017 10:49:49 AM CST Yes

Form C - Pricing Schedule.xlsxJan 2, 2017 10:49:53 AM CST Yes

Form D - References (3 - Generic).pdfJan 2, 2017 10:49:58 AM CST Yes

Form E - Level of Support.pdfJan 2, 2017 10:50:17 AM CST Yes

Form F - Assurance of Compliance.pdfJan 2, 2017 10:50:21 AM CST Yes

Form G - Contract Offer & Award.pdfJan 2, 2017 10:50:27 AM CST Yes

Form H - Proposal Checklist.pdfJan 2, 2017 10:50:32 AM CST Yes

Addendum Acknowledgement Form.pdfJan 2, 2017 10:50:46 AM CST Yes

Subcontractor Utilization Form.pdfJan 2, 2017 10:50:51 AM CST Yes

Return to Bid



http://www.publicpurchase.com/gems/docviewer/bidDoc/RFP%2017.6%20-%20Enterprise%20Content%20Management_Amended%201.11.2017.pdf?ffd=true&outlineId=184426&docId=19894226&sectionId=809165&orgId=467251

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From: Public PurchaseTo: Lisa TruaxCc: Melissa MattsonSubject: Addendum Release Successful on Bid RFP #17.6 - Enterprise Content ManagementDate: Wednesday, January 11, 2017 8:28:01 AM

Lisa M Truax:





MK= x1GC+1XDuyapQ8oep5Kbzg==







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Bid RFP #17.6 - Enterprise Content ManagementAddendum #2 - Addendum

Bid Type RFP

Bid Number 17.6

Title Enterprise Content Management

Start Date Jan 2, 2017 11:03:49 AM CST

End Date Feb 1, 2017 10:00:00 AM CST

Agency Cooperative Purchasing Connection

Bid Contact Lisa M Truax(218) [email protected] E. Mount Faith AvenueFergus Falls, MN 56537

Description

Purpose Statement/ Objective: CPC is seeking to partner with an experiencedvendor(s), equipped with the necessary resources and capabilities to serve asa partnered vendor to participating agencies and to lead with this contractagreement in CPC’s tri-state area as a result of this solicitation. A qualifiedrespondent must be able to provide products, expertise, services, and on-goingsupport for an enterprise content management solution. CPC is seeking todevelop a program for participating agencies to have the ability to purchase anenterprise content management solution at consortium level discounted pricing.

Scope of Work: It is CPC’s intention to solicit proposals for an enterprisecontent management solution on behalf of its participating agencies. CPC,upon review, analysis, and evaluation of the qualified respondents, is looking topartner with a qualified vendor(s) proposal that will provide a user-friendlyplatform that is able to image, automate, and improve the documentmanagement capabilities across local educational and governmentaldepartments. The enterprise content management solution will significantlyimprove the efficiency and effectiveness of document storage, retention,distribution, and retrieval. A result of a successful solution will provideparticipating agencies with a streamlined solution that increases productivitythrough a reduction in lost time spent searching, filing, and storing documentsmanually.

Through the combination of purchasing power, CPC’s objective is to achievecost savings through a single competitive solicitation process. This processeliminates vendor(s) from responding to multiple quotes and proposals allowingfor the reduction in administrative and overhead costs through our purchasingprocedures. CPC will work closely with the awarded vendor(s) to market thiscontract not only to participating agencies, but also to potential agencies wherethe contract would be an advantageous option for growing participation andpurchases through the awarded vendor(s).

CPC intends to award this RFP to one or more vendors based on who can offeran acceptable enterprise content management solution that can be of benefit toall of the participating agencies of CPC. Manufacturers may respond directlyand may identify regional suppliers to execute the contract as long as pricing isconsistent in all CPC service areas and designated suppliers/resellers adhere tothe terms outlined in this RFP.

CPC encourages all enterprise content management providers meeting thetechnical specifications to bid, providing the following criteria are met:











1. Pricing discounts offered on an enterprise content management solutionand applicable applications.

2. Delivery, installation and configuration services are provided.3. Training and support are provided.4. Guaranteed pricing discounts firm for the duration of the contract term.

Vendors who meet any or all of the requirements mentioned above, that wouldlike to pursue a partnership, must complete the provided documents in theirindicated format to be considered as a qualified respondent.

Pre-Bid Conference

Date: Jan 16, 2017 11:00:00 AM CSTLocation: Non-Required Conference CallNotes: A web conference will be held on Monday, January 16, 2017, at

11:00 a.m. CT to allow respondents to ask questions relating tothis RFP. Respondents are encouraged to participate and addressany questions, concerns and/or issues they may have. To attendthe non-required conference call, please visit: https://www.anymeeting.com/461-677-054.

1. Dial-in Number: 323-920-00912. Attendee PIN: 858 9785#

NoAttachments

No Attachments

Documents

Name Posting Date Acceptance

RFP 17.6 - Enterprise Content Management_Amended 1.Jan 1112, 2017 8:2512:12 AM CST Yes

Form A - Vendor Information.pdfJan 2, 2017 10:49:04 AM CST Yes

Form B - Questionnaire.docx Jan 2, 2017 10:49:49 AM CST Yes

Form C - Pricing Schedule.xlsxJan 2, 2017 10:49:53 AM CST Yes

Form D - References (3 - Generic).pdfJan 2, 2017 10:49:58 AM CST Yes

Form E - Level of Support.pdfJan 2, 2017 10:50:17 AM CST Yes

Form F - Assurance of Compliance.pdfJan 2, 2017 10:50:21 AM CST Yes

Form G - Contract Offer & Award.pdfJan 2, 2017 10:50:27 AM CST Yes

Form H - Proposal Checklist.pdfJan 2, 2017 10:50:32 AM CST Yes

Addendum Acknowledgement Form.pdfJan 2, 2017 10:50:46 AM CST Yes

Subcontractor Utilization Form.pdfJan 2, 2017 10:50:51 AM CST Yes

Return to Bid



http://www.publicpurchase.com/gems/docviewer/bidDoc/RFP%2017.6%20-%20Enterprise%20Content%20Management_Amended%201.12.2017.pdf?ffd=true&outlineId=184620&docId=19920762&sectionId=810059&orgId=467251

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http://www.publicpurchase.com/gems/docviewer/bidDoc/Form%20E%20-%20Level%20of%20Support.pdf?ffd=true&outlineId=184620&docId=19643664&sectionId=805780&orgId=467251

http://www.publicpurchase.com/gems/docviewer/bidDoc/Form%20F%20-%20Assurance%20of%20Compliance.pdf?ffd=true&outlineId=184620&docId=19643666&sectionId=805781&orgId=467251

http://www.publicpurchase.com/gems/docviewer/bidDoc/Form%20G%20-%20Contract%20Offer%20%26%20Award.pdf?ffd=true&outlineId=184620&docId=19643667&sectionId=805782&orgId=467251

http://www.publicpurchase.com/gems/docviewer/bidDoc/Form%20H%20-%20Proposal%20Checklist.pdf?ffd=true&outlineId=184620&docId=19643669&sectionId=805783&orgId=467251

http://www.publicpurchase.com/gems/docviewer/bidDoc/Addendum%20Acknowledgement%20Form.pdf?ffd=true&outlineId=184620&docId=19643670&sectionId=805784&orgId=467251

http://www.publicpurchase.com/gems/docviewer/bidDoc/Subcontractor%20Utilization%20Form.pdf?ffd=true&outlineId=184620&docId=19643672&sectionId=805785&orgId=467251


From: Public PurchaseTo: Lisa TruaxCc: Melissa MattsonSubject: Addendum Release Successful on Bid RFP #17.6 - Enterprise Content ManagementDate: Thursday, January 12, 2017 8:13:47 AM

Lisa M Truax:





MK= WlN8stJSyFwX0aE9/W0I3g==





From: Public PurchaseTo: Lisa TruaxSubject: Public Purchase - RFP #17.6 - Enterprise Content Management Closed NotificationDate: Wednesday, February 1, 2017 10:00:07 AM

Lisa M Truax:

The bid RFP #17.6 - Enterprise Content Management has closed on Feb 1, 2017 9:00:00 AM MST

To see more details on this bid go to



MK= xntSqIMHPziXrBi8DHXQig==




Agency Cooperative Purchasing ConnectionBid Number 17.6Bid Title Enterprise Content Management

Vendor Name State Invitation Date Email Reason1st Run Computer Services Inc. NY Classification 2017-01-02 10:23:21 [email protected] Bid Notification911Cellular OH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAccess Sciences Corporation TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAdorama, Inc. NY Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAdvance COmputer Corp CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAdvanced IT Concepts, Inc. FL Classification 2017-01-02 10:23:21 [email protected] Bid Notificationadvantage direct TX Classification 2017-01-02 10:23:21 [email protected] Bid Notificationadvantage direct TX Classification 2017-01-11 07:22:27 [email protected] Bid Answeradvantage direct TX Classification 2017-01-11 07:43:00 [email protected] Addendum Notificationadvantage direct TX Classification 2017-01-12 07:11:30 [email protected] Bid Answeradvantage direct TX Classification 2017-01-12 07:29:04 [email protected] Addendum Notificationadvantage direct TX Classification 2017-01-20 08:02:15 [email protected] Bid Answeradvantage direct TX Classification 2017-01-20 08:02:57 [email protected] Bid Answeradvantage direct TX Classification 2017-01-20 08:03:10 [email protected] Bid Answeradvantage direct TX Classification 2017-01-20 08:03:26 [email protected] Bid Answeradvantage direct TX Classification 2017-01-20 08:03:39 [email protected] Bid Answeradvantage direct TX Classification 2017-01-20 08:03:49 [email protected] Bid Answeradvantage direct TX Classification 2017-01-20 08:04:04 [email protected] Bid Answeradvantage direct TX Classification 2017-01-20 08:04:15 [email protected] Bid Answeradvantage direct TX Classification 2017-01-20 08:04:24 [email protected] Bid Answeradvantage direct TX Classification 2017-01-20 08:04:35 [email protected] Bid Answeradvantage direct TX Classification 2017-01-20 08:04:47 [email protected] Bid AnswerALL3 COMMUNICATIONS TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationALLAN ENTERPRISES CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAlmond Consulting Group Inc FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAloha Data Services, Inc. HI Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAltex Electronics, Ltd. TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAmericanCommoditiesawob CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAnvaya Solutions, Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationApex Computer Systems CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationApiari LLC CO Classification 2017-01-02 10:23:21 [email protected] Bid NotificationA+ QBooks Consulting & AZ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationArchive Data Solutions, LLC PA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationA.R.E. Network Solutions CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAssessment Technology, Inc. AZ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAtlaz International Ltd NY Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAudracom Communications CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAurostar Corporation CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAustin Mac Repair TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAVACOM COMPUTER CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAVAMSOFT CORPORATION PA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationAVAMSOFT CORPORATION PA Classification 2017-01-11 07:22:27 [email protected] Bid AnswerAVAMSOFT CORPORATION PA Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationAVAMSOFT CORPORATION PA Classification 2017-01-12 07:11:30 [email protected] Bid AnswerAVAMSOFT CORPORATION PA Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationAVAMSOFT CORPORATION PA Classification 2017-01-20 08:02:15 [email protected] Bid AnswerAVAMSOFT CORPORATION PA Classification 2017-01-20 08:02:57 [email protected] Bid AnswerAVAMSOFT CORPORATION PA Classification 2017-01-20 08:03:10 [email protected] Bid AnswerAVAMSOFT CORPORATION PA Classification 2017-01-20 08:03:26 [email protected] Bid AnswerAVAMSOFT CORPORATION PA Classification 2017-01-20 08:03:39 [email protected] Bid AnswerAVAMSOFT CORPORATION PA Classification 2017-01-20 08:03:49 [email protected] Bid AnswerAVAMSOFT CORPORATION PA Classification 2017-01-20 08:04:04 [email protected] Bid AnswerAVAMSOFT CORPORATION PA Classification 2017-01-20 08:04:15 [email protected] Bid AnswerAVAMSOFT CORPORATION PA Classification 2017-01-20 08:04:24 [email protected] Bid AnswerAVAMSOFT CORPORATION PA Classification 2017-01-20 08:04:35 [email protected] Bid AnswerAVAMSOFT CORPORATION PA Classification 2017-01-20 08:04:47 [email protected] Bid AnswerAvanti Data Products MN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBARCODES LLC IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBeardedEagle TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBest Buy Stores, L.P. MN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBest Copy & Printing Inc. MD Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBetis Group, Inc. VA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBetter Direct AZ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationB & H Foto & Electronics Corp. NY Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBlack Rock Technology Group CT Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBluefish Worx TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBlue Tech Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid Notification

Notifications Report

BorderLAN Security CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBrightKey, Inc. MD Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBrother International NJ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBurns & McDonnell MO Classification 2017-01-02 10:23:21 [email protected] Bid NotificationBusiness Imaging Systems, Inc. OK Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCaltronics Business Systems CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCamcor, Inc. NC Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCAPP USA INC PA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCask CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCDI Computer Dealers Inc. IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCDWG IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCDW Government LLC IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCheckpoint Services TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationChesapeake Document MD Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCJIS GROUP FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCLH International, Inc AZ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationClient Netwrok Services, Inc MD Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCoast to Coast Computer CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCodebusters Inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCodifyd IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationComplete Tablet Solutions TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCompliance One Consulting, MS Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCompNation TN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCompUSA SD Classification 2017-01-02 10:23:21 [email protected] Bid NotificationComputeNext WA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationComputer Express TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationComputer Sciences VA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationComputer SI Corporation CT Classification 2017-01-02 10:23:21 [email protected] Bid NotificationComputer SI Corporation CT Classification 2017-01-11 07:22:27 [email protected] Bid AnswerComputer SI Corporation CT Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationComputer SI Corporation CT Classification 2017-01-12 07:11:30 [email protected] Bid AnswerComputer SI Corporation CT Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationComputer SI Corporation CT Classification 2017-01-20 08:02:15 [email protected] Bid AnswerComputer SI Corporation CT Classification 2017-01-20 08:02:57 [email protected] Bid AnswerComputer SI Corporation CT Classification 2017-01-20 08:03:10 [email protected] Bid AnswerComputer SI Corporation CT Classification 2017-01-20 08:03:26 [email protected] Bid AnswerComputer SI Corporation CT Classification 2017-01-20 08:03:39 [email protected] Bid AnswerComputer SI Corporation CT Classification 2017-01-20 08:03:49 [email protected] Bid AnswerComputer SI Corporation CT Classification 2017-01-20 08:04:04 [email protected] Bid AnswerComputer SI Corporation CT Classification 2017-01-20 08:04:15 [email protected] Bid AnswerComputer SI Corporation CT Classification 2017-01-20 08:04:24 [email protected] Bid AnswerComputer SI Corporation CT Classification 2017-01-20 08:04:35 [email protected] Bid AnswerComputer SI Corporation CT Classification 2017-01-20 08:04:47 [email protected] Bid AnswerComputer Solutions, Inc. TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationComputer Technology Link OR Classification 2017-01-02 10:23:21 [email protected] Bid NotificationComputize TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCompuwin Inc FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationComtread, Inc FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationConduent State & Local VA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationContinuum Worldwide MO Classification 2017-01-02 10:23:21 [email protected] Bid NotificationConvoy Technologies CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCorneli Systems, LLC TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCorporate Technologies ND Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCreds Inc. TN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCrick Consulting IN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationCybertron International, Inc. KS Classification 2017-01-02 10:23:21 [email protected] Bid NotificationData2CD Inc. MN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationData Center Enhancements Inc. IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationData Management DE Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDatamanUSA, llc CO Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDataTrace CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDell Boomi PA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDell Finanacial Services, LLC. TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDELTAWRX CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDiamond Computing Company GA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDILTEX INC CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDirect Technology Group FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDirect Technology Group Inc. FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDirect Technology Group, Inc FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDirect Technology Group, Inc. FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDiskovery Educational Systems FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDI TECHNOLOGY GROUP CA Classification 2017-01-02 10:23:21 [email protected] Bid Notificationdoc2e-file, Inc TX Classification 2017-01-02 10:23:21 [email protected] Bid Notification

doc2e-file, Inc TX Classification 2017-01-11 07:22:27 [email protected] Bid Answerdoc2e-file, Inc TX Classification 2017-01-11 07:43:00 [email protected] Addendum Notificationdoc2e-file, Inc TX Classification 2017-01-12 07:11:30 [email protected] Bid Answerdoc2e-file, Inc TX Classification 2017-01-12 07:29:04 [email protected] Addendum Notificationdoc2e-file, Inc TX Classification 2017-01-20 08:02:15 [email protected] Bid Answerdoc2e-file, Inc TX Classification 2017-01-20 08:02:57 [email protected] Bid Answerdoc2e-file, Inc TX Classification 2017-01-20 08:03:10 [email protected] Bid Answerdoc2e-file, Inc TX Classification 2017-01-20 08:03:26 [email protected] Bid Answerdoc2e-file, Inc TX Classification 2017-01-20 08:03:39 [email protected] Bid Answerdoc2e-file, Inc TX Classification 2017-01-20 08:03:49 [email protected] Bid Answerdoc2e-file, Inc TX Classification 2017-01-20 08:04:04 [email protected] Bid Answerdoc2e-file, Inc TX Classification 2017-01-20 08:04:15 [email protected] Bid Answerdoc2e-file, Inc TX Classification 2017-01-20 08:04:24 [email protected] Bid Answerdoc2e-file, Inc TX Classification 2017-01-20 08:04:35 [email protected] Bid Answerdoc2e-file, Inc TX Classification 2017-01-20 08:04:47 [email protected] Bid AnswerDocucon Imaging Services Inc AZ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDocuLynx CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDocuNav Solutions TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationDY Tek MO Classification 2017-01-02 10:23:21 [email protected] Bid NotificationEastern Data Inc GA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationECB Enterprises UT Classification 2017-01-02 10:23:21 [email protected] Bid NotificationeChak, Inc. NY Self Invited 2017-01-11 07:22:27 [email protected] Bid AnswereChak, Inc. NY Self Invited 2017-01-11 07:43:00 [email protected] Addendum NotificationeChak, Inc. NY Self Invited 2017-01-12 07:11:30 [email protected] Bid AnswereChak, Inc. NY Self Invited 2017-01-12 07:29:04 [email protected] Addendum NotificationeChak, Inc. NY Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswereChak, Inc. NY Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswereChak, Inc. NY Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswereChak, Inc. NY Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswereChak, Inc. NY Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswereChak, Inc. NY Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswereChak, Inc. NY Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswereChak, Inc. NY Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswereChak, Inc. NY Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswereChak, Inc. NY Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswereChak, Inc. NY Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerecoFILE CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationECS Imaging, Inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationECS Imaging, Inc. CA Classification 2017-01-11 07:22:27 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationECS Imaging, Inc. CA Classification 2017-01-12 07:11:30 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationECS Imaging, Inc. CA Classification 2017-01-12 16:49:15 [email protected] Bid NotificationECS Imaging, Inc. CA Classification 2017-01-20 08:02:15 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-01-20 08:02:57 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-01-20 08:03:10 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-01-20 08:03:26 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-01-20 08:03:39 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-01-20 08:03:49 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-01-20 08:04:04 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-01-20 08:04:15 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-01-20 08:04:24 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-01-20 08:04:35 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-01-20 08:04:47 [email protected] Bid AnswerECS Imaging, Inc. CA Classification 2017-02-02 09:16:26 [email protected] Award NotificationEDAC Systems, Inc. VA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationEfi's Discount Computers CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationEgressONE Corporation TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationEID CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationElectric Ants FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationElert & Associates FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationElgin Micro CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationEmgence Technologies CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationEn-Net Services, LLC MD Classification 2017-01-02 10:23:21 [email protected] Bid NotificationEn Pointe Technologies Sales CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationEnterprise Pals, Inc. KS Classification 2017-01-02 10:23:21 [email protected] Bid Notificationerepublic CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationERP Analysts, Inc. OH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationEtairos Corp. dba Western Data CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationEwiz Express CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationExpert Micro Systems, OH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationFDM Software BC Classification 2017-01-02 10:23:21 [email protected] Bid NotificationFidelity National Technology CA Classification 2017-01-02 10:23:21 [email protected] Bid Notification

Foveonics Imaging NJ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationFreedom Scientific BLV Group FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationFrontier Technologies, Inc. DE Classification 2017-01-02 10:23:21 [email protected] Bid NotificationFutureNet Group Inc MI Self Invited 2017-01-20 08:02:14 [email protected] Bid AnswerFutureNet Group Inc MI Self Invited 2017-01-20 08:02:56 [email protected] Bid AnswerFutureNet Group Inc MI Self Invited 2017-01-20 08:03:09 [email protected] Bid AnswerFutureNet Group Inc MI Self Invited 2017-01-20 08:03:25 [email protected] Bid AnswerFutureNet Group Inc MI Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerFutureNet Group Inc MI Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswerFutureNet Group Inc MI Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswerFutureNet Group Inc MI Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswerFutureNet Group Inc MI Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerFutureNet Group Inc MI Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswerFutureNet Group Inc MI Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerFutureNet Group Inc MI Self Invited 2017-02-02 09:16:26 [email protected] Award NotificationGHA Technolgies, Inc AZ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationGHA Technologies AZ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationGHA Technologies, Inc. TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationGlobal Computer Supplies, Inc. NJ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationGlobeCom Technologies, Inc. OH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationGovConnection, Inc. NH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationGovConnection, Inc. NH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationGOV GROUP CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationGPTechSolutions ID Classification 2017-01-02 10:23:21 [email protected] Bid NotificationGrant Thornton CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationGranville Associates, Inc. PA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationHarriet Cheng CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationHarris, Mackessy & Brennan, OH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationHBP of San Diego Inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationHCA Asset Management LLc FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationHDI Solutions, LLC AL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationHiEd Inc TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationHill Country Computer TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationHoward Industries, Inc. MS Classification 2017-01-02 10:23:21 [email protected] Bid NotificationHypertec USA, Inc. AZ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationiBridge Group, Inc. TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationIdentification International Inc VA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationImage Access Corporation CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationImagenet LLC CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationImagenet LLC CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationImageSoft, Inc. MI Self Invited 2017-01-11 07:22:26 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-01-11 07:43:00 [email protected] Addendum NotificationImageSoft, Inc. MI Self Invited 2017-01-12 07:11:29 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-01-12 07:29:04 [email protected] Addendum NotificationImageSoft, Inc. MI Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-01-20 08:04:14 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-01-20 08:04:34 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-01-20 08:04:43 [email protected] Bid AnswerImageSoft, Inc. MI Self Invited 2017-02-02 09:16:26 [email protected] Award NotificationImageSource Inc WA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationImage-X CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationImaging Solutions and Services, TN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationImerge Consulting NM Classification 2017-01-02 10:23:21 [email protected] Bid NotificationIMERGE Consulting, Inc. ID Classification 2017-01-02 10:23:21 [email protected] Bid NotificationIMERGE Consulting, Inc. ID Classification 2017-01-11 07:22:27 [email protected] Bid AnswerIMERGE Consulting, Inc. ID Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationIMERGE Consulting, Inc. ID Classification 2017-01-12 07:11:30 [email protected] Bid AnswerIMERGE Consulting, Inc. ID Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationIMERGE Consulting, Inc. ID Classification 2017-01-20 08:02:15 [email protected] Bid AnswerIMERGE Consulting, Inc. ID Classification 2017-01-20 08:02:57 [email protected] Bid AnswerIMERGE Consulting, Inc. ID Classification 2017-01-20 08:03:10 [email protected] Bid AnswerIMERGE Consulting, Inc. ID Classification 2017-01-20 08:03:26 [email protected] Bid AnswerIMERGE Consulting, Inc. ID Classification 2017-01-20 08:03:39 [email protected] Bid AnswerIMERGE Consulting, Inc. ID Classification 2017-01-20 08:03:49 [email protected] Bid AnswerIMERGE Consulting, Inc. ID Classification 2017-01-20 08:04:04 [email protected] Bid AnswerIMERGE Consulting, Inc. ID Classification 2017-01-20 08:04:15 [email protected] Bid Answer

IMERGE Consulting, Inc. ID Classification 2017-01-20 08:04:24 [email protected] Bid AnswerIMERGE Consulting, Inc. ID Classification 2017-01-20 08:04:35 [email protected] Bid AnswerIMERGE Consulting, Inc. ID Classification 2017-01-20 08:04:47 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-02 10:23:21 [email protected] Bid NotificationInBusiness Incorporated ND Classification 2017-01-11 07:22:27 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationInBusiness Incorporated ND Classification 2017-01-12 07:11:30 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationInBusiness Incorporated ND Classification 2017-01-20 08:02:15 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-20 08:02:57 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-20 08:03:10 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-20 08:03:26 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-20 08:03:39 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-20 08:03:49 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-20 08:04:04 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-20 08:04:15 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-20 08:04:24 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-20 08:04:35 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-01-20 08:04:47 [email protected] Bid AnswerInBusiness Incorporated ND Classification 2017-02-02 09:16:26 [email protected] Award NotificationInception Technologies Inc NH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationInformation Systems Sciences MN Classification 2017-01-27 10:08:20 [email protected] Bid NotificationInfoSpire LLC CA Classification 2017-01-24 13:35:33 [email protected] Bid NotificationIngram User Interface LLC TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationINIT Innovations in VA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationInland Associates, Inc. KS Classification 2017-01-02 10:23:21 [email protected] Bid NotificationInland Associates, Inc. KS Classification 2017-01-02 10:23:21 [email protected] Bid NotificationIntelligent Technology TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationInventory Management FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationIron Mountain Records IL Classification 2017-01-02 10:23:21 [email protected] Bid Notificationitconsortium FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationJC Technology, Inc IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationJC Technology, Inc. IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationJK Seva, Inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationJohn Tortelli NM Classification 2017-01-02 10:23:21 [email protected] Bid NotificationJourneyEd.com, Inc TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationKambrian Corporation CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationKanes Records Management Inc CO Classification 2017-01-02 10:23:21 [email protected] Bid NotificationKapstone Technologies LLC NJ Classification 2017-01-02 10:23:21 [email protected] Bid Notificationkdc technologies CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationKeyMark Inc SC Classification 2017-01-02 10:23:21 [email protected] Bid NotificationKonica Minolta Business VA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationKonica Minolta Business VA Classification 2017-01-11 07:22:27 [email protected] Bid AnswerKonica Minolta Business VA Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationKonica Minolta Business VA Classification 2017-01-12 07:11:30 [email protected] Bid AnswerKonica Minolta Business VA Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationKonica Minolta Business VA Classification 2017-01-20 08:02:15 [email protected] Bid AnswerKonica Minolta Business VA Classification 2017-01-20 08:02:57 [email protected] Bid AnswerKonica Minolta Business VA Classification 2017-01-20 08:03:10 [email protected] Bid AnswerKonica Minolta Business VA Classification 2017-01-20 08:03:26 [email protected] Bid AnswerKonica Minolta Business VA Classification 2017-01-20 08:03:39 [email protected] Bid AnswerKonica Minolta Business VA Classification 2017-01-20 08:03:49 [email protected] Bid AnswerKonica Minolta Business VA Classification 2017-01-20 08:04:04 [email protected] Bid AnswerKonica Minolta Business VA Classification 2017-01-20 08:04:15 [email protected] Bid AnswerKonica Minolta Business VA Classification 2017-01-20 08:04:24 [email protected] Bid AnswerKonica Minolta Business VA Classification 2017-01-20 08:04:35 [email protected] Bid AnswerKonica Minolta Business VA Classification 2017-01-20 08:04:47 [email protected] Bid AnswerLevel 7 Inc WA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationLighthouse for the Blind, Inc WA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationLink Computer Corporation PA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationLKG-CMC, Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationLogicalis TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationLoricca Inc. FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationL-Tron Corporation NY Classification 2017-01-02 10:23:21 [email protected] Bid NotificationLyme Computer Systems, Inc NH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMa Laboratories CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMarco Technologies, LLC MN Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswerMarco Technologies, LLC MN Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswerMarco Technologies, LLC MN Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswerMarco Technologies, LLC MN Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswerMarco Technologies, LLC MN Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerMarco Technologies, LLC MN Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswerMarco Technologies, LLC MN Self Invited 2017-01-20 08:04:04 [email protected] Bid Answer

Marco Technologies, LLC MN Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswerMarco Technologies, LLC MN Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerMarco Technologies, LLC MN Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswerMarco Technologies, LLC MN Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerMarilyn Vittitoe KS Classification 2017-01-18 10:14:09 [email protected] Bid NotificationMarilyn Vittitoe KS Classification 2017-01-20 08:02:15 [email protected] Bid AnswerMarilyn Vittitoe KS Classification 2017-01-20 08:02:57 [email protected] Bid AnswerMarilyn Vittitoe KS Classification 2017-01-20 08:03:10 [email protected] Bid AnswerMarilyn Vittitoe KS Classification 2017-01-20 08:03:26 [email protected] Bid AnswerMarilyn Vittitoe KS Classification 2017-01-20 08:03:39 [email protected] Bid AnswerMarilyn Vittitoe KS Classification 2017-01-20 08:03:49 [email protected] Bid AnswerMarilyn Vittitoe KS Classification 2017-01-20 08:04:04 [email protected] Bid AnswerMarilyn Vittitoe KS Classification 2017-01-20 08:04:15 [email protected] Bid AnswerMarilyn Vittitoe KS Classification 2017-01-20 08:04:24 [email protected] Bid AnswerMarilyn Vittitoe KS Classification 2017-01-20 08:04:35 [email protected] Bid AnswerMarilyn Vittitoe KS Classification 2017-01-20 08:04:47 [email protected] Bid AnswerMartin Consulting Services, LLC MI Classification 2017-01-02 10:23:21 [email protected] Bid NotificationM&A Technology TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMAXIMUS Inc. VA Self Invited 2017-01-11 07:22:27 [email protected] Bid AnswerMAXIMUS Inc. VA Self Invited 2017-01-11 07:43:00 [email protected] Addendum NotificationMAXIMUS Inc. VA Self Invited 2017-01-12 07:11:30 [email protected] Bid AnswerMAXIMUS Inc. VA Self Invited 2017-01-12 07:29:04 [email protected] Addendum NotificationMAXIMUS Inc. VA Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswerMAXIMUS Inc. VA Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswerMAXIMUS Inc. VA Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswerMAXIMUS Inc. VA Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswerMAXIMUS Inc. VA Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerMAXIMUS Inc. VA Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswerMAXIMUS Inc. VA Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswerMAXIMUS Inc. VA Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswerMAXIMUS Inc. VA Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerMAXIMUS Inc. VA Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswerMAXIMUS Inc. VA Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerMCD Solutions Inc. MN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMCO CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMCPc, Inc OH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMicroImaging Source, Inc. FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMid-America Business Systems MN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMidwest Asset Disposition MO Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMidwest Micro Imaging and MN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMindshift Technologies NY Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMinnesota Computer Systems MN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMissouri Office Systems & MO Classification 2017-01-02 10:23:21 [email protected] Bid NotificationML Kev corporation NJ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMMG Technology Group inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMNJ Technologies IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMNJ Technologies Direct, Inc IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMNJ TECHNOLOGIES DIRECT, IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMobile Integration Workgroup WA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationModern Imaging Solutions CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMODERN IMAGING SOLUTIONS CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationModern Imaging Solutions Inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMovePlan MI Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMRC Smart Technology CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMRC, Smart Technology CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMTS Partners CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMTS Software Solutions, Inc. NJ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationMTS Software Solutions, Inc. NJ Classification 2017-01-11 07:22:27 [email protected] Bid AnswerMTS Software Solutions, Inc. NJ Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationMTS Software Solutions, Inc. NJ Classification 2017-01-12 07:11:30 [email protected] Bid AnswerMTS Software Solutions, Inc. NJ Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationMTS Software Solutions, Inc. NJ Classification 2017-01-20 08:02:15 [email protected] Bid AnswerMTS Software Solutions, Inc. NJ Classification 2017-01-20 08:02:57 [email protected] Bid AnswerMTS Software Solutions, Inc. NJ Classification 2017-01-20 08:03:10 [email protected] Bid AnswerMTS Software Solutions, Inc. NJ Classification 2017-01-20 08:03:26 [email protected] Bid AnswerMTS Software Solutions, Inc. NJ Classification 2017-01-20 08:03:39 [email protected] Bid AnswerMTS Software Solutions, Inc. NJ Classification 2017-01-20 08:03:49 [email protected] Bid AnswerMTS Software Solutions, Inc. NJ Classification 2017-01-20 08:04:04 [email protected] Bid AnswerMTS Software Solutions, Inc. NJ Classification 2017-01-20 08:04:15 [email protected] Bid AnswerMTS Software Solutions, Inc. NJ Classification 2017-01-20 08:04:24 [email protected] Bid AnswerMTS Software Solutions, Inc. NJ Classification 2017-01-20 08:04:35 [email protected] Bid AnswerMTS Software Solutions, Inc. NJ Classification 2017-01-20 08:04:47 [email protected] Bid AnswerNATIONAL BUSINESS SYSTEMS MN Classification 2017-01-02 10:23:21 [email protected] Bid Notification

National Center for State Courts CO Classification 2017-01-02 10:23:21 [email protected] Bid NotificationNAYINTY3, LLC AR Classification 2017-01-02 10:23:21 [email protected] Bid NotificationNetlocity CO Classification 2017-01-02 10:23:21 [email protected] Bid NotificationNetlocity VA, Inc MD Classification 2017-01-02 10:23:21 [email protected] Bid NotificationNetmail QC Classification 2017-01-02 10:23:21 [email protected] Bid NotificationNeubus, Inc. TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationNew Beginnings Capital TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationNew Century Technologies Inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationNew Computech,Inc NY Classification 2017-01-02 10:23:21 [email protected] Bid NotificationNeweggBusiness, Inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationNew Millennium Computers, CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationNew Tech Solutions, Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationNorth America Procurement CO Self Invited 2017-01-11 07:22:27 [email protected] Bid AnswerNorth America Procurement CO Self Invited 2017-01-11 07:43:00 [email protected] Addendum NotificationNorth America Procurement CO Self Invited 2017-01-12 07:11:30 [email protected] Bid AnswerNorth America Procurement CO Self Invited 2017-01-12 07:29:04 [email protected] Addendum NotificationNorth America Procurement CO Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswerNorth America Procurement CO Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswerNorth America Procurement CO Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswerNorth America Procurement CO Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswerNorth America Procurement CO Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerNorth America Procurement CO Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswerNorth America Procurement CO Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswerNorth America Procurement CO Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswerNorth America Procurement CO Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerNorth America Procurement CO Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswerNorth America Procurement CO Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerOcean Inc MI Classification 2017-01-02 10:23:21 [email protected] Bid NotificationOM Office Supply Inc PA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationOnkew Technology, LLC KS Classification 2017-01-02 10:23:21 [email protected] Bid NotificationOnvia WA Self Invited 2017-01-11 07:22:27 [email protected] Bid AnswerOnvia WA Self Invited 2017-01-11 07:43:00 [email protected] Addendum NotificationOnvia WA Self Invited 2017-01-12 07:11:30 [email protected] Bid AnswerOnvia WA Self Invited 2017-01-12 07:29:04 [email protected] Addendum NotificationOnvia WA Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswerOnvia WA Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswerOnvia WA Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswerOnvia WA Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswerOnvia WA Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerOnvia WA Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswerOnvia WA Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswerOnvia WA Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswerOnvia WA Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerOnvia WA Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswerOnvia WA Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerOPEX Corporation NJ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationOPG-3, Inc. IA Self Invited 2017-01-11 07:22:27 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-01-11 07:43:00 [email protected] Addendum NotificationOPG-3, Inc. IA Self Invited 2017-01-12 07:11:30 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-01-12 07:29:04 [email protected] Addendum NotificationOPG-3, Inc. IA Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerOPG-3, Inc. IA Self Invited 2017-02-02 09:16:26 [email protected] Award NotificationPacific OneSource CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPalayekar Companies Inc DBA NJ Self Invited 2017-01-11 07:22:27 [email protected] Bid AnswerPalayekar Companies Inc DBA NJ Self Invited 2017-01-11 07:43:00 [email protected] Addendum NotificationPalayekar Companies Inc DBA NJ Self Invited 2017-01-12 07:11:30 [email protected] Bid AnswerPalayekar Companies Inc DBA NJ Self Invited 2017-01-12 07:29:04 [email protected] Addendum NotificationPalayekar Companies Inc DBA NJ Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswerPalayekar Companies Inc DBA NJ Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswerPalayekar Companies Inc DBA NJ Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswerPalayekar Companies Inc DBA NJ Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswerPalayekar Companies Inc DBA NJ Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerPalayekar Companies Inc DBA NJ Self Invited 2017-01-20 08:03:49 [email protected] Bid Answer

Palayekar Companies Inc DBA NJ Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswerPalayekar Companies Inc DBA NJ Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswerPalayekar Companies Inc DBA NJ Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerPalayekar Companies Inc DBA NJ Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswerPalayekar Companies Inc DBA NJ Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerPanasonic NJ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPaperless Knowledge, Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPartStock Computer MN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPCMG, Inc. VA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPCMG, Inc. VA Classification 2017-01-11 07:22:27 [email protected] Bid AnswerPCMG, Inc. VA Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationPCMG, Inc. VA Classification 2017-01-12 07:11:30 [email protected] Bid AnswerPCMG, Inc. VA Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationPCMG, Inc. VA Classification 2017-01-20 08:02:15 [email protected] Bid AnswerPCMG, Inc. VA Classification 2017-01-20 08:02:57 [email protected] Bid AnswerPCMG, Inc. VA Classification 2017-01-20 08:03:10 [email protected] Bid AnswerPCMG, Inc. VA Classification 2017-01-20 08:03:26 [email protected] Bid AnswerPCMG, Inc. VA Classification 2017-01-20 08:03:39 [email protected] Bid AnswerPCMG, Inc. VA Classification 2017-01-20 08:03:49 [email protected] Bid AnswerPCMG, Inc. VA Classification 2017-01-20 08:04:04 [email protected] Bid AnswerPCMG, Inc. VA Classification 2017-01-20 08:04:15 [email protected] Bid AnswerPCMG, Inc. VA Classification 2017-01-20 08:04:24 [email protected] Bid AnswerPCMG, Inc. VA Classification 2017-01-20 08:04:35 [email protected] Bid AnswerPCMG, Inc. VA Classification 2017-01-20 08:04:47 [email protected] Bid AnswerPCMG, Inc. DBA Global GovEd OH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPCM Sales CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPeacock Enterprises Inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPeak Health Solutions, Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPenn Morris NJ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPerfect Image, Inc. WA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPetra Integrated Construction CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPhoenix Business Inc TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPortable Computer Systems, CO Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPraeses, LLC LA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPrecision Data Products Inc MI Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPrecision Micrographics & TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPricon Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationProfessional Medical Records, OH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationProfessional Medical Records, OH Classification 2017-01-11 07:22:27 [email protected] Bid AnswerProfessional Medical Records, OH Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationProfessional Medical Records, OH Classification 2017-01-12 07:11:30 [email protected] Bid AnswerProfessional Medical Records, OH Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationProfessional Medical Records, OH Classification 2017-01-20 08:02:15 [email protected] Bid AnswerProfessional Medical Records, OH Classification 2017-01-20 08:02:57 [email protected] Bid AnswerProfessional Medical Records, OH Classification 2017-01-20 08:03:10 [email protected] Bid AnswerProfessional Medical Records, OH Classification 2017-01-20 08:03:26 [email protected] Bid AnswerProfessional Medical Records, OH Classification 2017-01-20 08:03:39 [email protected] Bid AnswerProfessional Medical Records, OH Classification 2017-01-20 08:03:49 [email protected] Bid AnswerProfessional Medical Records, OH Classification 2017-01-20 08:04:04 [email protected] Bid AnswerProfessional Medical Records, OH Classification 2017-01-20 08:04:15 [email protected] Bid AnswerProfessional Medical Records, OH Classification 2017-01-20 08:04:24 [email protected] Bid AnswerProfessional Medical Records, OH Classification 2017-01-20 08:04:35 [email protected] Bid AnswerProfessional Medical Records, OH Classification 2017-01-20 08:04:47 [email protected] Bid AnswerPublic Consulting Group CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationPublic Consulting Group, Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationQuestivity Inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationQuest Media and Supplies, Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationQwerty Enterprises VI Classification 2017-01-02 10:23:21 [email protected] Bid NotificationRain Networks WA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationRCM Technologies, INC. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationRefurble IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationRemi Corporation NC Classification 2017-01-02 10:23:21 [email protected] Bid NotificationResource Systems Group, Inc. VT Classification 2017-01-02 10:23:21 [email protected] Bid NotificationRFx Analyst DE Classification 2017-01-02 10:23:21 [email protected] Bid NotificationRicoh CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationRiverside Technologies, Inc. NE Classification 2017-01-02 10:23:21 [email protected] Bid NotificationRiverside Technologies, Inc. NE Classification 2017-01-11 07:22:27 [email protected] Bid AnswerRiverside Technologies, Inc. NE Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationRiverside Technologies, Inc. NE Classification 2017-01-12 07:11:30 [email protected] Bid AnswerRiverside Technologies, Inc. NE Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationRiverside Technologies, Inc. NE Classification 2017-01-20 08:02:15 [email protected] Bid AnswerRiverside Technologies, Inc. NE Classification 2017-01-20 08:02:57 [email protected] Bid AnswerRiverside Technologies, Inc. NE Classification 2017-01-20 08:03:10 [email protected] Bid Answer

Riverside Technologies, Inc. NE Classification 2017-01-20 08:03:26 [email protected] Bid AnswerRiverside Technologies, Inc. NE Classification 2017-01-20 08:03:39 [email protected] Bid AnswerRiverside Technologies, Inc. NE Classification 2017-01-20 08:03:49 [email protected] Bid AnswerRiverside Technologies, Inc. NE Classification 2017-01-20 08:04:04 [email protected] Bid AnswerRiverside Technologies, Inc. NE Classification 2017-01-20 08:04:15 [email protected] Bid AnswerRiverside Technologies, Inc. NE Classification 2017-01-20 08:04:24 [email protected] Bid AnswerRiverside Technologies, Inc. NE Classification 2017-01-20 08:04:35 [email protected] Bid AnswerRiverside Technologies, Inc. NE Classification 2017-01-20 08:04:47 [email protected] Bid AnswerRKO MEDIA LLC PA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationRoyal Media Network MD Classification 2017-01-02 10:23:21 [email protected],eddie@royal Bid NotificationRoyal Media Network Inc. MD Classification 2017-01-02 10:23:21 [email protected] Bid NotificationROYAL MEDIA NETWORK INC MD Classification 2017-01-02 10:23:21 [email protected] Bid NotificationRW Management Group, Inc. WI Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSafari Micro AZ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSafari Micro Inc. AZ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSaitech Inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSal, Johnson and Associates FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSA Technologies Inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSavage Consulting FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationScan Technology, Inc. FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSCAN TECHNOLOGY, INC. TN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSC Strategic Solutions OH Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSC Strategic Solutions OH Classification 2017-01-11 07:22:27 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationSC Strategic Solutions OH Classification 2017-01-12 07:11:30 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationSC Strategic Solutions OH Classification 2017-01-20 08:02:15 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-01-20 08:02:57 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-01-20 08:03:10 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-01-20 08:03:26 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-01-20 08:03:39 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-01-20 08:03:49 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-01-20 08:04:04 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-01-20 08:04:15 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-01-20 08:04:24 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-01-20 08:04:35 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-01-20 08:04:47 [email protected] Bid AnswerSC Strategic Solutions OH Classification 2017-02-02 09:16:26 [email protected] Award NotificationSecurus Technologies, Inc. TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSelect Imaging LLC KS Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSevenoutsource DE Self Invited 2017-01-11 07:22:27 [email protected] Bid AnswerSevenoutsource DE Self Invited 2017-01-11 07:43:00 [email protected] Addendum NotificationSevenoutsource DE Self Invited 2017-01-12 07:11:30 [email protected] Bid AnswerSevenoutsource DE Self Invited 2017-01-12 07:29:04 [email protected] Addendum NotificationSevenoutsource DE Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswerSevenoutsource DE Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswerSevenoutsource DE Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswerSevenoutsource DE Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswerSevenoutsource DE Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerSevenoutsource DE Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswerSevenoutsource DE Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswerSevenoutsource DE Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswerSevenoutsource DE Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerSevenoutsource DE Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswerSevenoutsource DE Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-11 07:22:27 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-11 07:43:00 [email protected] Addendum NotificationShareSquared CA Self Invited 2017-01-12 07:11:30 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-12 07:29:04 [email protected] Addendum NotificationShareSquared CA Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswerShareSquared CA Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerShred-it USA LLC IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSierra Experts PA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSoftchoice Corporation CA Classification 2017-01-02 10:23:21 [email protected] Bid Notification

Soft HQ CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSouthern Computer Warehouse GA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationStarpoint, Inc. NC Classification 2017-01-02 10:23:21 [email protected] Bid NotificationStarpoint, Inc. NC Classification 2017-01-20 08:02:15 [email protected] Bid AnswerStarpoint, Inc. NC Classification 2017-01-20 08:02:57 [email protected] Bid AnswerStarpoint, Inc. NC Classification 2017-01-20 08:03:10 [email protected] Bid AnswerStarpoint, Inc. NC Classification 2017-01-20 08:03:26 [email protected] Bid AnswerStarpoint, Inc. NC Classification 2017-01-20 08:03:39 [email protected] Bid AnswerStarpoint, Inc. NC Classification 2017-01-20 08:03:49 [email protected] Bid AnswerStarpoint, Inc. NC Classification 2017-01-20 08:04:04 [email protected] Bid AnswerStarpoint, Inc. NC Classification 2017-01-20 08:04:15 [email protected] Bid AnswerStarpoint, Inc. NC Classification 2017-01-20 08:04:24 [email protected] Bid AnswerStarpoint, Inc. NC Classification 2017-01-20 08:04:35 [email protected] Bid AnswerStarpoint, Inc. NC Classification 2017-01-20 08:04:47 [email protected] Bid AnswerSterling Computers SD Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSteve M Lewis, Inc. FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationStorage Applications Inc TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationStratium Consulting Group, Inc. TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationStrictly Technology FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationStudio Plaza Group GA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSumm-IT Healthcare Consulting FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSunstar Company Inc CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationSynegen, Inc. IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTaborda Solutions CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTatooine Electronic Systems Inc WY Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTech Depot CT Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTech Depot CT Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTechnology Ally KS Classification 2017-01-02 10:23:21 [email protected] Bid NotificationThe ACT-1 Group CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationThe Blue Book Building & NY Self Invited 2017-01-11 07:22:27 [email protected] Bid AnswerThe Blue Book Building & NY Self Invited 2017-01-11 07:43:00 [email protected] Addendum NotificationThe Blue Book Building & NY Self Invited 2017-01-12 07:11:30 [email protected] Bid AnswerThe Blue Book Building & NY Self Invited 2017-01-12 07:29:04 [email protected] Addendum NotificationThe Blue Book Building & NY Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswerThe Blue Book Building & NY Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswerThe Blue Book Building & NY Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswerThe Blue Book Building & NY Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswerThe Blue Book Building & NY Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerThe Blue Book Building & NY Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswerThe Blue Book Building & NY Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswerThe Blue Book Building & NY Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswerThe Blue Book Building & NY Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerThe Blue Book Building & NY Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswerThe Blue Book Building & NY Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerThe Christopher Quinn Group TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTiger Direct FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTiger Direct IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTiger Direct TX Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTigerdirect Inc FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTiger Direct, Inc. FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTISSCO CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTransource Computers AZ Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTriad Advisors Group, LLC CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTrinity 3 LLC MN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTri State Camera NY Classification 2017-01-02 10:23:21 [email protected] Bid NotificationTrofholz Technologies, Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationUltra Inc. ND Classification 2017-01-02 10:23:21 [email protected] Bid NotificationUnistar-Sparco Computers Inc. TN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationUnited Solutions Company FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationUniversal Recycling WI Classification 2017-01-02 10:23:21 [email protected] Bid NotificationUniversal Recycling WI Classification 2017-01-11 07:22:27 [email protected] Bid AnswerUniversal Recycling WI Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationUniversal Recycling WI Classification 2017-01-12 07:11:30 [email protected] Bid AnswerUniversal Recycling WI Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationUniversal Recycling WI Classification 2017-01-20 08:02:15 [email protected] Bid AnswerUniversal Recycling WI Classification 2017-01-20 08:02:57 [email protected] Bid AnswerUniversal Recycling WI Classification 2017-01-20 08:03:10 [email protected] Bid AnswerUniversal Recycling WI Classification 2017-01-20 08:03:26 [email protected] Bid AnswerUniversal Recycling WI Classification 2017-01-20 08:03:39 [email protected] Bid AnswerUniversal Recycling WI Classification 2017-01-20 08:03:49 [email protected] Bid AnswerUniversal Recycling WI Classification 2017-01-20 08:04:04 [email protected] Bid AnswerUniversal Recycling WI Classification 2017-01-20 08:04:15 [email protected] Bid AnswerUniversal Recycling WI Classification 2017-01-20 08:04:24 [email protected] Bid Answer

Universal Recycling WI Classification 2017-01-20 08:04:35 [email protected] Bid AnswerUniversal Recycling WI Classification 2017-01-20 08:04:47 [email protected] Bid AnswerUSCOMPUTERS CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationVal Technologies, Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationVASTEC, Inc. FL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationvCloud Tech Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationVendor Support Account UT Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswerVendor Support Account UT Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswerVendor Support Account UT Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswerVendor Support Account UT Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswerVendor Support Account UT Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerVendor Support Account UT Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswerVendor Support Account UT Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswerVendor Support Account UT Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswerVendor Support Account UT Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerVendor Support Account UT Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswerVendor Support Account UT Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerViaTRON Systems, Inc. CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationWALTER KLEIN NY Classification 2017-01-02 10:23:21 [email protected] Bid NotificationWave Technology Solutions CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationWest Unified Communications ON Self Invited 2017-01-11 07:22:27 [email protected] Bid AnswerWest Unified Communications ON Self Invited 2017-01-11 07:43:00 [email protected] Addendum NotificationWest Unified Communications ON Self Invited 2017-01-12 07:11:30 [email protected] Bid AnswerWest Unified Communications ON Self Invited 2017-01-12 07:29:04 [email protected] Addendum NotificationWest Unified Communications ON Self Invited 2017-01-20 08:02:15 [email protected] Bid AnswerWest Unified Communications ON Self Invited 2017-01-20 08:02:57 [email protected] Bid AnswerWest Unified Communications ON Self Invited 2017-01-20 08:03:10 [email protected] Bid AnswerWest Unified Communications ON Self Invited 2017-01-20 08:03:26 [email protected] Bid AnswerWest Unified Communications ON Self Invited 2017-01-20 08:03:39 [email protected] Bid AnswerWest Unified Communications ON Self Invited 2017-01-20 08:03:49 [email protected] Bid AnswerWest Unified Communications ON Self Invited 2017-01-20 08:04:04 [email protected] Bid AnswerWest Unified Communications ON Self Invited 2017-01-20 08:04:15 [email protected] Bid AnswerWest Unified Communications ON Self Invited 2017-01-20 08:04:24 [email protected] Bid AnswerWest Unified Communications ON Self Invited 2017-01-20 08:04:35 [email protected] Bid AnswerWest Unified Communications ON Self Invited 2017-01-20 08:04:47 [email protected] Bid AnswerWilson Business Integrators, CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationWorld Data Products, Inc. MN Classification 2017-01-02 10:23:21 [email protected] Bid NotificationWynndalco Enterprises, LLC IL Classification 2017-01-02 10:23:21 [email protected] Bid Notification x2 Computing USA LLC VA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationXerox Corporation IL Classification 2017-01-02 10:23:21 [email protected] Bid NotificationZetta Pros, LLC CA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationZones, inc WA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationZones ,Inc WA Classification 2017-01-19 14:21:23 [email protected] Bid NotificationZones, Inc. WA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationZones, Inc. WA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationZones, Inc. WA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationZones, Inc. WA Classification 2017-01-02 10:23:21 [email protected] Bid NotificationZones, Inc. WA Classification 2017-01-11 07:22:27 [email protected] Bid AnswerZones, Inc. WA Classification 2017-01-11 07:43:00 [email protected] Addendum NotificationZones, Inc. WA Classification 2017-01-12 07:11:30 [email protected] Bid AnswerZones, Inc. WA Classification 2017-01-12 07:29:04 [email protected] Addendum NotificationZones, Inc. WA Classification 2017-01-20 08:02:15 [email protected] Bid AnswerZones, Inc. WA Classification 2017-01-20 08:02:57 [email protected] Bid AnswerZones, Inc. WA Classification 2017-01-20 08:03:10 [email protected] Bid AnswerZones, Inc. WA Classification 2017-01-20 08:03:26 [email protected] Bid AnswerZones, Inc. WA Classification 2017-01-20 08:03:39 [email protected] Bid AnswerZones, Inc. WA Classification 2017-01-20 08:03:49 [email protected] Bid AnswerZones, Inc. WA Classification 2017-01-20 08:04:04 [email protected] Bid AnswerZones, Inc. WA Classification 2017-01-20 08:04:15 [email protected] Bid AnswerZones, Inc. WA Classification 2017-01-20 08:04:24 [email protected] Bid AnswerZones, Inc. WA Classification 2017-01-20 08:04:35 [email protected] Bid AnswerZones, Inc. WA Classification 2017-01-20 08:04:47 [email protected] Bid Answer

Access ReportAgency Cooperative Purchasing ConnectionBid Number 17.6Bid Title Enterprise Content Management

Vendor Name Accessed First Time Most Recent Access Documents Most Recent Response DateVendor Support Account 2017-01-19 04:41 PM CST 2017-01-20 07:56 AM CST Form B - Questionnaire.docx

Public Group 2017-01-13 02:44 PM CST 2017-01-13 02:44 PM CSTCharter Communications 2017-01-03 12:07 AM CST 2017-01-03 12:07 AM CSTExpert Micro Systems, Incorporated

2017-01-14 08:09 PM CST 2017-01-21 02:26 PM CST RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdf

ShareSquared 2017-01-10 02:19 PM CST 2017-01-20 10:44 AM CST RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdfSubcontractor Utilization Form.pdfAddendum Acknowledgement Form.pdfForm H - Proposal Checklist.pdfForm G - Contract Offer & Award.pdfForm F - Assurance of Compliance.pdfForm E - Level of Support.pdfForm D - References (3 - Generic).pdfForm C - Pricing Schedule.xlsxForm B - Questionnaire.docxForm A - Vendor Information.pdfRFP 17.6 - Enterprise Content Management.pdf

Computer SI Corporation 2017-01-03 08:06 AM CST 2017-01-03 11:30 AM CST Form B - Questionnaire.docxRFP 17.6 - Enterprise Content Management.pdf

MTS Software Solutions, Inc. 2017-01-04 06:48 AM CST 2017-01-11 08:44 AM CST RFP 17.6 - Enterprise Content Management_Amended 1.11.2017.pdfRFP 17.6 - Enterprise Content Management.pdf

Onvia 2017-01-02 01:31 PM CST 2017-04-22 02:18 PM CDT RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdfRFP 17.6 - Enterprise Content Management_Amended 1.11.2017.pdfSubcontractor Utilization Form.pdfAddendum Acknowledgement Form.pdfForm H - Proposal Checklist.pdfForm G - Contract Offer & Award.pdfForm F - Assurance of Compliance.pdfForm E - Level of Support.pdfForm D - References (3 - Generic).pdfForm C - Pricing Schedule.pdfForm B - Questionnaire.pdfForm A - Vendor Information.pdfRFP 17.6 - Enterprise Content Management.pdf

eChak, Inc. 2017-01-05 09:10 AM CST 2017-01-06 03:07 PM CST Form B - Questionnaire.docxRFP 17.6 - Enterprise Content Management.pdf

Ultra Inc. 2017-01-26 09:21 AM CST 2017-01-26 09:27 AM CST Form B - Questionnaire.docxForm C - Pricing Schedule.xlsxRFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdf

Starpoint, Inc. 2017-01-02 12:06 PM CST 2017-01-16 10:27 AM CST RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdf

Mirage Software Inc 2017-01-05 04:11 AM CST 2017-01-17 12:10 AM CSTSam Anderson Pvt Ltd 2017-01-02 08:48 PM CST 2017-04-24 08:41 AM CDTMarco Technologies, LLC 2017-01-18 11:48 AM CST 2017-01-19 01:20 PM CST Form D - References (3 - Generic).pdf

Form E - Level of Support.pdfForm G - Contract Offer & Award.pdfForm C - Pricing Schedule.xlsxForm B - Questionnaire.docxRFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdf

Sevenoutsource 2017-01-05 04:55 AM CST 2017-01-05 04:59 AM CST Subcontractor Utilization Form.pdfAddendum Acknowledgement Form.pdfForm H - Proposal Checklist.pdfForm G - Contract Offer & Award.pdfForm F - Assurance of Compliance.pdfForm E - Level of Support.pdfForm D - References (3 - Generic).pdfForm C - Pricing Schedule.xlsxForm B - Questionnaire.docxForm A - Vendor Information.pdfRFP 17.6 - Enterprise Content Management.pdf

global soft inc 2017-01-03 03:42 PM CST 2017-01-26 02:57 PM CSTWest Unified Communications

Services Canada2017-01-05 01:18 PM CST 2017-01-06 10:48 AM CST Subcontractor Utilization Form.pdf

Addendum Acknowledgement Form.pdfForm H - Proposal Checklist.pdfForm G - Contract Offer & Award.pdfForm F - Assurance of Compliance.pdfForm E - Level of Support.pdfForm D - References (3 - Generic).pdfForm C - Pricing Schedule.xlsxForm B - Questionnaire.docxForm A - Vendor Information.pdfRFP 17.6 - Enterprise Content Management.pdf

PCMG, Inc. 2017-01-04 07:21 PM CST 2017-01-17 05:19 PM CST RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdfSubcontractor Utilization Form.pdfRFP 17.6 - Enterprise Content Management.pdf

InBusiness Incorporated 2017-01-02 01:25 PM CST 2017-02-01 09:51 AM CST RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdfAddendum Acknowledgement Form.pdfForm G - Contract Offer & Award.pdfForm E - Level of Support.pdfForm F - Assurance of Compliance.pdfForm H - Proposal Checklist.pdfSubcontractor Utilization Form.pdfForm C - Pricing Schedule.xlsxForm B - Questionnaire.docxForm A - Vendor Information.pdfForm D - References (3 - Generic).pdfRFP 17.6 - Enterprise Content Management.pdf

2017-02-01 09:50 AM CST

RELIANCE COMMUNICATIONS, INC.

2017-01-04 08:38 AM CST 2017-01-05 02:49 PM CST

M&A Technology 2017-01-31 02:55 PM CST 2017-01-31 03:01 PM CST Addendum Acknowledgement Form.pdfForm C - Pricing Schedule.xlsxForm B - Questionnaire.docx

North America Procurement Council

2017-01-05 01:40 AM CST 2017-01-29 10:04 PM CST Addendum Acknowledgement Form.pdfForm A - Vendor Information.pdfRFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdfRFP 17.6 - Enterprise Content Management_Amended 1.11.2017.pdfRFP 17.6 - Enterprise Content Management.pdf

Assessment Technology, Inc. 2017-01-03 04:39 PM CST 2017-01-03 04:39 PM CSTUniversal Recycling

Technologies, LLC2017-01-03 02:32 PM CST 2017-01-03 02:40 PM CST Form C - Pricing Schedule.xlsx

FutureNet Group, Inc. 2017-01-18 02:05 AM CST 2017-01-18 02:42 AM CSTInfoSpire LLC 2017-02-10 02:19 PM CST 2017-02-10 02:19 PM CSTECS Imaging, Inc. 2017-01-04 10:13 AM CST 2017-01-30 03:25 PM CST RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdf

RFP 17.6 - Enterprise Content Management_Amended 1.11.2017.pdfSubcontractor Utilization Form.pdfAddendum Acknowledgement Form.pdfForm H - Proposal Checklist.pdfForm G - Contract Offer & Award.pdfForm F - Assurance of Compliance.pdfForm E - Level of Support.pdfForm D - References (3 - Generic).pdfForm C - Pricing Schedule.xlsxForm A - Vendor Information.pdfForm B - Questionnaire.docxRFP 17.6 - Enterprise Content Management.pdf

2017-01-30 03:24 PM CST

Professional Medical Records, Inc.

2017-01-04 07:21 AM CST 2017-01-04 07:28 AM CST Form C - Pricing Schedule.xlsxRFP 17.6 - Enterprise Content Management.pdf

Marilyn Vittitoe 2017-01-18 12:42 PM CST 2017-01-18 12:42 PM CST RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdf

Minnesota Computer Systems

Inc.2017-01-02 01:03 PM CST 2017-01-02 01:03 PM CST

FutureNet Group Inc 2017-01-16 11:05 AM CST 2017-02-02 12:14 AM CST Subcontractor Utilization Form.pdfAddendum Acknowledgement Form.pdfForm H - Proposal Checklist.pdfForm G - Contract Offer & Award.pdfForm F - Assurance of Compliance.pdfForm E - Level of Support.pdfForm D - References (3 - Generic).pdfForm C - Pricing Schedule.xlsxForm B - Questionnaire.docxForm A - Vendor Information.pdfRFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdf

2017-01-31 02:37 PM CST

The Blue Book Building &

Construction Network2017-01-02 09:09 PM CST 2017-01-25 09:22 PM CST RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdf

RFP 17.6 - Enterprise Content Management_Amended 1.11.2017.pdfRFP 17.6 - Enterprise Content Management.pdf

OPG-3, Inc. 2017-01-06 04:04 PM CST 2017-04-11 01:42 PM CDT Form B - Questionnaire.docxRFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdfSubcontractor Utilization Form.pdfAddendum Acknowledgement Form.pdfForm H - Proposal Checklist.pdfForm G - Contract Offer & Award.pdfForm F - Assurance of Compliance.pdfForm E - Level of Support.pdfForm D - References (3 - Generic).pdfForm C - Pricing Schedule.xlsxForm A - Vendor Information.pdfRFP 17.6 - Enterprise Content Management.pdf

2017-01-31 03:40 PM CST

Konica Minolta Business

Solutions2017-01-05 07:40 AM CST 2017-01-20 11:01 AM CST Subcontractor Utilization Form.pdf

Addendum Acknowledgement Form.pdfForm H - Proposal Checklist.pdfForm G - Contract Offer & Award.pdfForm F - Assurance of Compliance.pdfForm E - Level of Support.pdfForm D - References (3 - Generic).pdfForm C - Pricing Schedule.xlsxForm B - Questionnaire.docxForm A - Vendor Information.pdfRFP 17.6 - Enterprise Content Management.pdf

MAXIMUS Inc. 2017-01-03 11:32 AM CST 2017-01-03 11:37 AM CST Subcontractor Utilization Form.pdfAddendum Acknowledgement Form.pdfForm H - Proposal Checklist.pdfForm G - Contract Offer & Award.pdfForm F - Assurance of Compliance.pdfForm E - Level of Support.pdfForm D - References (3 - Generic).pdfForm C - Pricing Schedule.xlsxForm B - Questionnaire.docxForm A - Vendor Information.pdfRFP 17.6 - Enterprise Content Management.pdf

SC Strategic Solutions 2017-01-03 08:58 AM CST 2017-01-16 10:47 AM CST RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdfSubcontractor Utilization Form.pdfAddendum Acknowledgement Form.pdfForm H - Proposal Checklist.pdfForm G - Contract Offer & Award.pdfForm F - Assurance of Compliance.pdfForm E - Level of Support.pdfForm D - References (3 - Generic).pdfForm C - Pricing Schedule.xlsxForm B - Questionnaire.docxForm A - Vendor Information.pdfRFP 17.6 - Enterprise Content Management.pdf

ImageSoft, Inc. 2017-01-06 12:26 PM CST 2017-01-20 08:08 AM CST RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdfRFP 17.6 - Enterprise Content Management_Amended 1.11.2017.pdfRFP 17.6 - Enterprise Content Management.pdfSubcontractor Utilization Form.pdfAddendum Acknowledgement Form.pdfForm H - Proposal Checklist.pdfForm G - Contract Offer & Award.pdfForm F - Assurance of Compliance.pdfForm E - Level of Support.pdfForm D - References (3 - Generic).pdfForm C - Pricing Schedule.xlsxForm B - Questionnaire.docxForm A - Vendor Information.pdf

SO 2017-01-27 07:15 PM CST 2017-01-31 05:53 PM CST RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdf

doc2e-file, Inc 2017-01-03 09:37 AM CST 2017-02-03 12:05 PM CST RFP 17.6 - Enterprise Content Management.pdf

AVAMSOFT CORPORATION 2017-01-06 09:05 AM CST 2017-01-06 10:00 AM CST Subcontractor Utilization Form.pdfAddendum Acknowledgement Form.pdfForm E - Level of Support.pdfForm D - References (3 - Generic).pdfForm C - Pricing Schedule.xlsxForm B - Questionnaire.docxForm A - Vendor Information.pdfRFP 17.6 - Enterprise Content Management.pdf

Riverside Technologies, Inc. 2017-01-03 07:29 AM CST 2017-01-03 07:30 AM CST RFP 17.6 - Enterprise Content Management.pdf

Trinity 3 LLC 2017-01-09 08:01 AM CST 2017-01-09 08:01 AM CSTWynndalco Enterprises, LLC 2017-01-03 04:55 PM CST 2017-01-03 04:55 PM CSTZones, Inc. 2017-01-03 10:30 AM CST 2017-04-11 02:24 PM CDT RFP 17.6 - Enterprise Content Management.pdf

GlobeCom Technologies, Inc. 2017-01-02 06:20 PM CST 2017-01-02 06:20 PM CSTZones Inc. 2017-01-12 10:54 AM CST 2017-01-12 10:54 AM CSTOmniUpdate, Inc. 2017-01-13 10:36 AM CST 2017-01-13 10:36 AM CSTInformation Systems Sciences 2017-01-27 12:24 PM CST 2017-03-28 06:13 PM CDT Form C - Pricing Schedule.xlsx

Form B - Questionnaire.docxRFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdf

IMERGE Consulting, Inc. 2017-01-02 11:35 AM CST 2017-01-02 11:36 AM CST RFP 17.6 - Enterprise Content Management.pdf

MCD Solutions Inc. 2017-01-02 11:38 AM CST 2017-01-02 11:38 AM CSTadvantage direct 2017-01-02 11:24 AM CST 2017-01-02 11:24 AM CST Form C - Pricing Schedule.xlsx

RFP 17.6 - Enterprise Content Management.pdf

Palayekar Companies Inc DBA

Palnar2017-01-06 11:28 AM CST 2017-01-16 11:08 AM CST RFP 17.6 - Enterprise Content Management_Amended 1.12.2017.pdf

RFP 17.6 - Enterprise Content Management.pdf

Opening Record


February 1, 2017 10:18 a.m. CT

Date Time

Company Responding

ECS Imaging, Inc. FutureNet Group Inc. InBusiness Incorporated DBA Laser Systems

OPG-3, Inc.


Yes Yes Yes Yes

Form B – Questionnaire

Yes Yes Yes Yes

Form C – Pricing

Yes Yes Yes Yes

Form D – References

Yes Yes Yes Yes


Yes Yes Yes Yes

Form F – Assurance of Compliance

Yes Yes Yes Yes


Yes Yes Yes Yes

Form H – Proposal Checklist

Yes Yes Yes Yes


Yes Yes Yes Yes

Subcontractor Utilization Form

Yes Yes Yes Yes

Other: Supplemental Marketing and Info

Notes:

Qualified Respondent Yes Yes Yes Yes

Cooperative Purchasing ConnectionTabulation Report RFP #17.6 - Enterprise Content

ManagementVendor: ECS Imaging, Inc.

Page of 1 1

General Comments:

General Attachments: Addendum Acknowledgement Form - ECS Imaging.pdfForm A - Vendor Information - ECS Imaging.pdfForm B - Questionnaire - ECS Imaging.docxForm C - Pricing Schedule - ECS Imaging.xlsxForm D - References (3 - Generic) - ECS Imaging.pdfForm E - Level of Support - ECS Imaging.pdfForm F - Assurance of Compliance - ECS Imaging.pdfForm G - Contract Offer - Award - ECS Imaging.pdfForm H - Proposal Checklist - ECS Imaging.pdfSubcontractor Utilization Form - ECS Imaging.pdf


Company Information

Company Name

Address

City/State/Zip

Phone

Fax


Company Contacts


Email

Phone

Sales Manager Name

Email

Phone


Email

Phone



Email

Phone

Responsibilities


Name

Email/Phone


Name

Email/Phone


Name

Email/Phone


Name

Email/Phone

Conducting Audits

Name

Email/Phone

ECS Imaging, Inc.

5905 Brockton Ave., Suite "C"

Riverside, CA 92506

951-787-8768 951-787-0831

877-790-1600

Jim Pappas [email protected] (951) 787-8768 x104

Debbi Bodewin [email protected] (951) 787-8768 x 109

Phil Downard [email protected] (520) 971-9659



Same as above

Same as above

Same as above

Same as above

Form B – Questionnaire Instructions. Please complete the questionnaire below by placing your company’s answers in the correlating response column. Responding Company’s Name: Question Response



ECS Imaging, Inc. is a world-class Laserfiche provider and has continuously been ranked as the #1 value added reseller (VAR) in the state of California for 20 consecutive years. Established in 1990 with the goal of perfecting the art of blending business with technology, we focus on helping government and commercial organizations improve their operations. We specialize in turn-key document management solutions and have installed more than 350 Laserfiche systems throughout the Western United States. All ECS Executive, Sales and Technical staff attend training sessions on an annual basis. Staying up-to-date and informed on the latest features and enhancements within Laserfiche provides our clients with the best consulting and support services available. All ECS Technicians are certified and ECS is a Gold Certified Laserfiche Reseller. ECS Technical staff currently holds over 200 Laserfiche Certifications collectively. We take great pride in providing superior and consistent technical support that exceeds the requirements of our clients. With the largest technology staff of any Laserfiche VAR in California, we have the expertise, and proficiency to successfully install any size Laserfiche system. We have installed systems for individual departments, multiple departments, multiple locations, and enterprise-wide. We have installed systems for the following industries: K-12 Schools and Higher Education, Local and State Government, Special Districts, Law Enforcement, Judicial Systems, Financial, Health, and Commercial. We have the experience and resources to successfully implement a document management solution that exceeds the requirements of this RFP.


ECS Imaging is a full service Laserfiche Enterprise Content Management Solutions provider, offering a full range of document management related products and services, with Laserfiche as the focus of our business. We provide implementation, integration, data conversion, training, and support services. We have partnered with industry leaders to offer products that complement the Laserfiche suite of applications including: PlanetPress, GeoDocs, NovusAGENDA, Zynbit Email Management, Docusign Digital Signatures, and Psigen Capture Solutions. ECS has an install based of over 350 Laserfiche systems with a strong emphasis on government and education. We strive to be the preferred resource for enterprise content management services. We accomplish this by providing industry-leading customer support and by implementing cutting-edge content management solutions that consistently exceed our clients’ expectations. We focus our efforts on helping organizations become more efficient by eliminating paper-based business processes.


We envision our role in this partnership as a sole source for Laserfiche Document Management software and related services and to actively sell to customers who can purchase from the CPC. Our experience with promotion is that there are a few key events that drive our sales: word-of-mouth, local trainings, local trade-shows, and leads from online marketing. We believe strongly that word-of-mouth will come with doing the best job of any Laserfiche reseller in the area, and we won’t be shy regarding asking existing customers for referrals. We will be hosting yearly, ideally moving too quarterly, trainings in the local area as way to increase our brand recognition as the best local provider. We will also work with existing customers in the area to identify the best tradeshows to attend. And more importantly, attending tradeshows will improve our brand recognition in the area. Lastly we will be heavily reliant on the CPC to develop a quality user base.


Our company markets directly to customers, through trade-shows, phone, e-mail, and on-site visits. We are selling not only our product, but also our services and expertise with successfully implementing Laserfiche systems.


Debbi Bodewin Executive Vice-President (951) 787-8768 [email protected]


ECS can provide any and all marketing materials to your regional CPC representatives.


ECS plans to participate in conference tradeshows in Minnesota, North Dakota, and South Dakota, and are willing to coordinate our efforts with CPC if awarded. We have not yet attended any tradeshow in any of these states.


On-site End User Training Laserfiche Thick and Thin Client Training - Laserfiche Client, Web Access, Weblink This hands-on or group training is for users who have never used Laserfiche before. Some of the topics covered in this training are: Annotations, Customizing the Document Viewer, Document Metadata, Using the Folder Browser, Electronic Documents, Searching, Importing Documents, Exporting and Printing Documents, and Snapshot. One session will be comprised of scanning, batch scanning, advanced scanning, indexing, filing and retrieval functions. It is recommended that only a few at a time be in this session, as this session includes hands-on training for each person. It’s important that each Scan operator actually scan in real documents and get familiar with the process. The second session will be for retrieval and viewing only users. It is recommended that there are no more than 10 individuals per session. This will address the various retrieval methods, viewing options, printing, emailing and customizing tool bar options. Laserfiche Scanning Training This hands-on or group training is for user who will be scanning documents into Laserfiche using Laserfiche Scanning. Topics discussed in the training are indexing, short-cut keys, batch processing techniques, and cleanup tools. Laserfiche Client Training is a prerequisite for this class. Search and Retrieval Training This session includes detailed instruction on the various methods for searching within Laserfiche including Quick Search and the Customize Search option for more advanced search criteria. This session also covers search results and what information is returned, how to open and view documents, and how to utilize the information returned. On-site Administrator Training System administrators should be encouraged to participate in as much of the implementation process as possible so they understand how the hardware and software components are configured and work together. Laserfiche Client Training is a prerequisite for this class. System Administrator Training begins with a comprehensive overview of the Laserfiche System. This includes each component reviewed in detail. Integration and installation issues are also addressed. The role of the trainer is to provide the participants a thorough understanding of the Laserfiche system so that they can develop, integrate, and manage the system at their organization. As a Training Outline, they will be learning: Template Creation and modification, folder design concepts, Laserfiche security setup and administration, database backup, other miscellaneous tips and tricks for the Laserfiche System Administrator, volume management, other Laserfiche products/plug-ins, most common Laserfiche problems and how to resolve them. Some of these functions may be taught also to the Department Manager. The System Administrator is usually someone with a good knowledge of computers; often an Information Technology person would be best for this role. On-site Power-User Training Laserfiche Workflow Admin Training This hands-on training is for users who will be designing workflows within the Laserfiche System. This class is not exclusive to IT, but users should be technically savvy and familiar with IF/THEN logic. Some of the topics covered in this training are: Parallel and Conditional Routing, E-mail Notifications, Reminders / Deadlines, and Repeat/Looping related to

business processes. Laserfiche Client and System Admin Training is a prerequisite for this class. Laserfiche Forms Training This hands-on training focuses on the design and configuration of electronic fillable forms. Laserfiche Quick Fields Training This hands-on training and is for users who will be creating Quick Fields Sessions. Typically, this training is restricted to IT or Power Users of Laserfiche as once a Session is created it can be used by multiple people. As such, only interested parties should attend. Class material is dependent on purchased Quick Fields modules. Laserfiche Client Training is a prerequisite for this class. Laserfiche Audit Trail Training This hands-on or group training and is for user who will be generating or viewing Audit Reports on the Laserfiche Repository. Laserfiche Audit Trail is typically used to investigate the viewing, retrieval, or export of a document from the Laserfiche Repository. This class is typically limited to Administrators and Power Users with comprehensive access to the Laserfiche Repository. Laserfiche Client Training is a prerequisite for this class. Laserfiche Records Management Training This is hands-on training covers basic records management concepts for records managers and for general staff. Integration Training SDK / LF Connector Training applies to integration with specified line of business applications.


Yes - we can present Nationally. We have staff on hand designated to training.


ECS Imaging is a Certified Small Business and procurement of Laserfiche is available with our CMAS contract through the California Department of General Services, as well as through NETCENTS contracting for military installations.


None


We will position the contract as an excellent opportunity for CPC participating agencies to get a best in class Enterprise Content Management solution at an excellent price without having to go through the hassle of a formal bid process.


The Executive Management Team would analyze the contract(s) and disseminate any special processing requirements to the appropriate staff. The Account Team assigned to each project includes an Account Manager, Project Manager, training personnel, marketing and admin staff.


100% of ECS imaging’s total revenue is driven by ECM related revenue including software, services, maintenance, and hardware.


ECS has not conducted business in Minnesota, North Dakota, or South Dakota. MINNESOTA 2016 2015 2014 K-12 HIGHER ED CITY/COUNTY NONPROFITS TOTALS

NORTH DAKOTA 2016 2015 2014 K-12 HIGHER ED CITY/COUNTY NONPROFITS

TOTALS SOUTH DAKOTA 2016 2015 2014 K-12 HIGHER ED CITY/COUNTY NONPROFITS TOTALS


All ECS Executive, Sales and Technical staff attend training sessions on an annual basis. Staying up-to-date and informed on the latest features and enhancements within Laserfiche provides our clients with the best consulting and support services available. As a Gold Certified Laserfiche Reseller, all ECS Technicians are Laserfiche certified. ECS Technical staff currently holds over 200 Laserfiche Certifications collectively.


ECS is the largest provider of Laserfiche in the Western United States with over 350 clients in 13 states. We have done this through our local training, trade shows, workgroups, and overall dedication to our clients.


ECS has over 350 installs nationwide, of those we have three that are in the immediate area.


100%


ECS has implemented a new Laserfiche system for 12 organizations in 2016.


members will be dedicated to working directly with CPC’s participating agencies? How many staff members will be dedicated to sales, delivery, installation, configuration, deployment, training, maintenance and support? Of those mentioned, please include the average tenure in their job duties.

Phil Downard and Debbi Bodewin would be leading up the sales effort and they both have over 15-years of experience selling and maintaining Laserfiche ECM systems. Our technical team is of varied experience and is comprised of dozens of team members providing project management, installation, configuration, development, integration, data-conversion, training, and support services. The average tenure of our technical staff providing the aforementioned services is six-years.


ECS maintains two offices, our Corporate Headquarters is located in Riverside, CA and our Regional Office is located in Concord, CA

23. If awarded, how does your company plan to inform and train your sales and customer service representatives on the details and promotion of the contract?

The Executive Management Team would analyze the contract(s) and disseminate any special processing requirements to the appropriate staff.


ECS Imaging can service all areas indicated on the map provided.


Our sales process is the same no matter whom we are selling to. The differences come from the details as to how we handle the install, training, etc. We start off with initial contact with the prospect/client. We do research to find out what their needs are, and what we can do to assist with these. We continue with dialog about their needs and talk to key personnel to make sure we have as much information as possible. We then put together a quote based on those needs. ECS, after being awarded the contract, then get a project team involved to discuss implementation, training, support, and future projects and expansions.


perform their primary job tasks with little-to-no training with intuitive ribbon-style toolbars, tabs, and access features that are

Laserfiche is easy to install, easy to learn, and easy to use. The system is designed with the same look and feel as Microsoft products. We will included a specified number of days dedicated to training participating agency staff.

based with a familiar look and feel of Microsoft products? Explain, if necessary.


Most of the Laserfiche interface can be customized based on user preferences. From the display and orientation of Document Viewer panes to how files and folders are displayed, Laserfiche can be fully customized so that users can personalize their experience.


The Laserfiche Preview Pane allows you to quickly view all of the information associated with a document including: image pages, text pages, metadata (index values), thumbnails, business process details, and annotations. Metadata tabs provide additional information about the document including: Tags, Links, Versions, and Signatures.


Laserfiche PhotoDocs is a tool that enables you to use a digital camera to capture printed text documents and transform them into a digital, searchable format in Laserfiche. In other words, it lets you use a digital camera instead of a scanner. You can use PhotoDocs in situations where a scanner might be unavailable or difficult to use. Multimedia files will open in their native viewer as long as it has been installed on the workstation.


After you have performed a search, you can choose to search within you results using the Refine results button. When you click this button, any new search criteria you specified will be used to search through only the set of entries from the previously returned search results. This option is especially useful if your first search returns a very large number of results and you want to narrow down your results from this set using additional search criteria.


Office Integration is a Laserfiche component that allows users to take advantage of Laserfiche features when working with Microsoft Word documents, Excel spreadsheets, PowerPoint presentations, and Outlook messages in their native Microsoft Office applications. Using Office Integration, you can quickly send files to Laserfiche directly from Office applications, update electronic documents already in your repository from within their native Office applications and easily attach Laserfiche documents to Microsoft Outlook e-mails. The Laserfiche Web Client supports Google Drive. PDF files can be viewed natively if Adobe Reader is installed on the machine.


Laserfiche Audit Trail Reporting is a Web application that enables you to view, filter, and export audit data stored in binary log files. You can create reports to analyze audit data, view the information as a chart, filter it to include only the information relevant to you, and export the data for use in spreadsheet programs such as Microsoft Excel. You can also save reports for future use. Once Laserfiche Audit Trail Reporting has been installed and configured, users will be able to access it and run reports using a Web browser. Any user with the appropriate security rights can export documents and associated, documents can also be emailed from directly within the system the email can contain the document as an attachment or a link to the document. Clicking on the link will open the document in the Document Viewer.


Laserfiche supports a nested folder structure with Parent-Child folder relationships. Workflow can be configured to automatically populate the documents.

34. Does the Web client provide a dashboard component to create and manage personalized interfaces that present end users with access to priority content and tasks (i.e. workflow status report, commonly used document searches, etc.)? Explain, if necessary.

Laserfiche Audit Trail provides reporting capabilities such as Tracking/Activity log reports, productivity reports, workflow status, and frequently used searches along with 180 different actions that can be completed in Laserfiche. These reports can be saved as templates that can be reused to run the same report in the future. In addition to the reporting capabilities available out-of-the-box with Audit Trail, additional reporting functionality can be had by leveraging SQL Report or Crystal Reports. We can leverage these tools to create highly customized management dashboards as needed.


Laserfiche provides full support for all of the following browsers: Internet Explorer, Mozilla Firefox, Google Chrome, and can be accessed through a smart phone or mobile device such as iPhone, iPad, Blackberry, and Android devices.


If users have search criteria they use frequently, the search parameters can be saved for later use. Searches are saved on a per-user basis, this allows a user to access all searches that they saved regardless of what computer/workstation they use to access the system.


After performing a search, a list of documents and/or folders that match the search criteria will be displayed in the Contents Pane. The information returned can be customized to display the information relevant to your search criteria. Column display can include: Document Name, Type, Pages, Indexed (Y or N), Creation Date, Last Modified Date, etc. Additionally, a Context Hits pane is displayed which shows the parts of a document where your search terms appear along with relevance ranking.


Laserfiche searches based on words or phrases, all OCR'd documents containing the search criteria will be returned regardless of document type. When you have performed a search, the results of your search will be displayed in the Contents Pane. If your search was a full-text search, or an annotation text search, the Context Hits pane will appear in the bottom half of the Contents Pane. A context hit is a selection of the text surrounding the search term, providing you information about the context in which that term was found.


Office Integration is a Laserfiche component that allows users to take advantage of Laserfiche features when working with Microsoft Word documents, Excel spreadsheets, PowerPoint presentations, and Outlook messages in their native Microsoft Office applications. Using Office Integration, you can quickly send files to Laserfiche directly from Office applications, update electronic documents already in your repository from within their native Office applications and easily attach Laserfiche documents to Microsoft Outlook e-mails.


Workflow uses emails to notify users of tasks assigned to them. The email can include a link to the document in the repository that requires their attention. You can use any SMTP server with this activity.


Laserfiche Web Access provides access to the system via a web browser, anywhere there is an internet connection. Laserfiche Mobile is an app that enables you to capture, upload, and securely access and work with documents inside your Laserfiche repository while on the go. You can review and submit forms from the app as well. You can browse for documents in a folder structure; search the entire repository or a specific folder; create, copy, move, rename, download, print, and delete documents; modify document fields; view annotations; submit and approve forms; and start and view business processes. Additionally, you can add documents to your repository from other apps, the mobile device's gallery, or its camera. Gallery and camera images can be processed and enhanced for easier viewing.


Laserfiche Mobile provides mobile support for iPhone, iPad, Android, Blackberry, and Windows devices.

43. Does the solution allow for drag-and-drop import of messages into the ECM solution using email client folders in order to automate the classification and indexing of emails and attachments (i.e. users could create a folder for purchase orders, one for invoices, another for resumes, etc.)? Explain, if necessary.

Laserfiche supports manual drag and drop import of email messages into the system and can include classification and indexing of the email. For automated email archiving we can recommend a third-party email archive application called Zynbit that can be easily integrated with Laserfiche.

44. Does the solution allow for emails and attachments to be automatically imported and fully

As an email message and subsequent thread is tagged through the Outlook interface, Email Manager stores index information locally. Periodically, an upload process runs silently in the background, calling the Email Manager Web services application. Files are then uploaded in

indexed into the system without any user data entry? Explain, if necessary.

the background silently. If a user is offline, the upload service will simply upload the messages when the user is back online. All required functionality is available out-of-the-box.


Emails stored in Laserfiche can be assigned the same time-based retention schedule as a document. A hold or "Freeze" can be placed on an email in much the same way as a document.


Emails stored in Laserfiche can retain the documents attached within the email itself. Or users can store the email and attachment(s) separately.


As long as the email has been indexed, searches can be performed on index values. In order to search on content within an attachment, the attachment must be saved as a separate file.













Laserfiche provides a built-in scanning interface that opens directly from within the Laserfiche Client. The Output Log pane in the scanning interface shows a processing summary that includes the number of pages processed correctly and the number of errors that occurred. If errors occurred documents can be re-scanned as necessary. Laserfiche provides several ways to capture electronic files automatically. Documents can be dragged and dropped into the system. Import Agent can automatically pull documents from a network drive into Laserfiche, index them, and place them into the appropriate folder. PhotoDocs allows you to use the camera feature on your mobile/smart device to import images into Laserfiche. Snapshot converts electronic documents into TIFF images and imports them into your digital repository. Snapshot functions like a standard Windows® print driver and can process nearly any electronic document, from Microsoft® Word® and Adobe® PDF files to Web pages and CAD maps. Workflow can be used to automate the classification, extraction of information, and indexing of documents. Laserfiche has the ability to reference external data sources to validate that entered text is in agreement with an external source. Additionally, information could be pulled into the workflow process based on an external database or data could be pushed to an external database. Workflow can also auto-file documents to their appropriate folder(s), capture and index documents from a remote location using Web Access, and provide the ability to separate and retrieve documents. We are also including cost details for Psigen Advanced Capture Solution: Laserfiche is used by thousands of companies to store, access and manage documents. With organized folder structures, an effective metadata system, digital signature availability and much more, Laserfiche is an easy-to-use, efficient ECM system. PSIcapture has a convenient direct integration with Laserfiche, which provides a simple way to capture documents and automatically move them into Laserfiche. With PSIcapture’s integration, Laserfiche users can fully automate the document capture workflow, greatly reducing or even eliminating the need to perform any manual entry of index fields when filing documents into Laserfiche. PSIcapture’s integration even allows users to determine everything from the structure of the documents, to naming conventions and metadata field population. Once documents are run through PSIcapture, they can be automatically exported into your Laserfiche application as fully searchable PDFs.


Laserfiche Import Agent provides this functionality. Laserfiche Import Agent is a capture tool that can bring files into a Laserfiche repository from the Windows file system. Any file that can be stored in Laserfiche can also be imported via Import Agent. Import Agent also permits scheduled imports. Import Agent can create fully OCRed and indexed documents, complete with template information and filed in the repository.


Laserfiche can be integrated with any third party application that is ODBC compliant, and provides the ability to easily send and pull data information from itself to other business applications in your organization. We have setup hundreds of integrations with many systems including but not limited to:

Financial Systems: InCode-Tyler Technologies, Munis Financial, JD Edwards, Eden Financial, Oracle Financial, Springbook, QSS, Peoplesoft Financials

ERP Systems: Peoplesoft, Datatel, Microsoft Navision, Linux based Green-screen Permit Systems: CRW Permits, H.T.E., Accela, Eden, Tyler Technologies-Energov GIS Systems: ESRI, AutoDesk, Geo Docs Law and Justice: ISD Court Case Management, HITS (Hawaii Island Tracking

System), ECS Custom Upload to District Attorney, Mugshot and Sixpack Applications Other Applications: CMA Email Archiving Integration, PlanetPress Transactional

Documents Integration, ARX Digital Signatures, Ratchet X, Lincware eForms, Microsoft SharePoint

Additionally, 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 can work with any third-party application that displays readable text. The SDK (Software Development Kit) allows your organization to more effectively put content to use by integrating Laserfiche with third party applications. Custom solutions can be created using any language with COM support, which means Web sites, scripts, Windows applications, or anything else compatible with COM libraries, including all .NET languages, can easily communicate with the Laserfiche Server.

51. Does the ECM solution provide the ability to integrate with other devices (i.e. fax, multi-function printers/copiers)? Explain, if necessary.

Laserfiche is hardware agnostic which means you can use virtually any MFP device with scan functionality.


Indexing can be done automatically or manually. The following is a list of field value descriptions:

Field Types: You will only be able to type valid field values. For instance, you would not be able to type letters in a number field, and only a date can be stored in a date field. See Field Types for more information.

Multiple Value Fields: Some fields allow multiple values. When a value is typed in a multiple-value field, another box will open beneath it to allow additional fields to be input. See Multiple Value Fields for more information.

Dynamic Fields: If your template has dynamic fields, some fields may depend on other fields. For instance, a template might have dynamic fields for State and City information. In that situation, you would need to choose a value for State before choosing a value for City. See Dynamic Fields for more information.

Required Fields: If a field is marked as 'required,' you will not be able to save the document without inputting a value in that field. The field name for required fields displays in red text. See Required Fields for more information.

Field Formatting: Your administrators may have configured a number of date field to display in a particular way. This formatting will automatically be applied to the value you type as soon as you click away from the field. For instance, if you type the value "7.5" in a number field with the Currency format, it will automatically be formatted as "$7.50". See Field Formatting for more information.

Field Constraints: If a field has a constraint set on it, only values that match that constraint will be accepted. For instance, a field constraint might require that a telephone number be typed in the format 123-456-7890. You would not be able to type that phone number as (123) 456-7890.

Laserfiche supports an unlimited number of Indices including Dynamic Field Values. Laserfiche supports the following fields types:

Text - The Text type is the most permissive type of field. Any character can be entered into it. By default, the only limitation Text fields have is the width or number of characters that can be assigned to it.

List - A List field type allows you to select a value from a predefined list. Number - Only number values can be specified for a Number field. Date - Only date values can be specified for a Date field type. A date value must be

formatted using short date format (e.g., 06/30/2004). The order in which the month, day, and year should be specified is determined by the short date format configured on your workstation.

Date/Time - A Date/Time field allows you to specify date/time values. A date/time value must be formatted using short date format followed by the time (e.g., 06/30/2004 06:00:00 PM).

Time - A Time field type allows you to specify time values.

Data - A Data field type is not editable from the Metadata dialog box. This field type is for integrators to store binary data through Laserfiche Server Objects.


Quick Fields can be used to automatically extract information from documents that can be automatically entered into an index field associated with that document type. Quick Fields Zone OCR can be used to extract or redact information from specific regions of the document. This is especially useful when scanning similar documents.


Laserfiche has a plethora of configurable options that allow users to perform hundreds of actions within the system.



You can quickly locate documents in your Laserfiche repository by searching for them. The Laserfiche Client's Quick Search bar allows you perform common search types without leaving the Folder Browser, and the Search Pane allows you to perform more complex, specialized or combined searches. You can also create Advanced Searches for even more search flexibility and power.


Laserfiche provides out of the box integration for Microsoft Outlook, allowing for e-mails to be imported - along with attachments - directly from Outlook.


This API uses a fully managed .NET interface to communicate with third-party systems, which means that Websites, scripts, Windows applications or anything else that is compatible with .NET libraries can easily communicate with the Laserfiche Client and Server. Additionally, Component Object Model (COM) and Java libraries are available. The Laserfiche SDK contains commands and documentation that will help you use the Laserfiche API most effectively. In the SDK, you’ll find instructions that help you integrate Laserfiche with third-party applications, customize system functionality and automate Laserfiche-related tasks such as indexing and retrieving documents, populating template fields and automatically generating e-mails or e-forms. Additionally, you’ll find a wealth of runnable sample code, written in both C# and VB .NET, designed to help you tailor your Laserfiche system to your organization’s specific business needs. To promote fast distribution, the SDK includes pre-built merge modules. You can use these modules to create custom installation packages that contain both your own code and the relevant SDK components. However, you also have the option of simply installing the runtime, without installing the merge modules. Automate Processes and Create Custom Applications Laserfiche RepositoryAccess (RA) is the component of the API that enables third-party applications to communicate with the Laserfiche Server. You can use RA to automate a variety of functions, from creating folders to running security reports to populating template fields. In addition, RA ships with an ADO.NET provider that allows the repository to be queried as a structured data source. The API’s DocumentServices (DS) library complements RA by providing access to functionality associated with the Laserfiche Client. You can use DS objects to perform a variety of import and export actions, process documents using OCR and extract text from electronic documents. Furthermore, DS contains two new classes: ImportEngine is intended for batch importing and processes XML files that describe the structure of documents to be imported into Laserfiche. VolumeMaker enables you to create attachable Laserfiche volumes from externally provided data.

Each type of data in the Laserfiche repository is also accessible via COM libraries. Laserfiche Server Objects (LFSO) can be used to automate a variety of server and repository functions, similar to RepositoryAccess. The DocumentProcessor library complements LFSO by providing access to functionality associated with the Laserfiche Client. Add Value to Your Current Systems The SDK’s Image-Enable component allows third-party applications to manipulate the Laserfiche Client. With this component, you can bring enterprise content management functionality into your other line-of-business applications. Many organizations, for example, rely on a geographic information system (GIS) to store and manage spatial data. Using the SDK and the GIS application’s API, you can image-enable your GIS software so that users can access Laserfiche documents simply by clicking a location on a map. Providing users with instant access to information from within their primary application helps them work more productively and minimizes the need for additional training. This is an optional module and requires development expertise to use. We recommend using more out-of-the-box types of integrations.


Laserfiche provides the ability to synchronize information across Laserfiche systems and folders. Configuration and/or development work may be required to synchronize data in Laserfiche with other systems.


Workflows can be configured to perform this process in which a notification is triggered when the status of a document changes based on events. Additional information regarding what events can trigger a status change will need to be identified.



Laserfiche Workflow is part of the base system and is fully integrated with the rest of the ECM solution.


Laserfiche does not include business rule templates out-of-the-box. Business Process Rules can be created in the Business Process Rule dialog box and determine what conditions must be met before a business process can be run. The Security Tab lets you configure security settings for the business process. The Requirements tab allows conditions to be configured for the business process.


Workflow process rules can be based on document type in which a unique piece of information contained in the document such as a bar code triggers the appropriate workflow.


The conditions that determine what documents comprise a 'word packet' should be defined prior to launching the workflow. This can be accomplished using Parallel Conditions that list all required documents which must be met (i.e. all documents must be present) before the word packet can be deemed complete and the workflow can proceed.

64. Does the ECM solution provide the ability to perform parallel processing by automatically routing a single document through multiple business processes simultaneously and allowing multiple users to access and work on the same document?

Conditional Parallel runs sequences of activities in parallel based on specific conditions. It contains two branches by default. The activity runs the first branch of the sequence that has satisfied the condition. Branches can be added, deleted, or disabled at any point in the sequence. In terms of effectiveness, it may be better to process documents using sequential processing so that each condition can be satisfied one at a time rather than all simultaneously.


Laserfiche Forms is a Web application that enables you to capture and work with information via Web-based forms. In Laserfiche Forms, forms are created within business processes that dictate how the collected information is routed and worked with. In general terms, a business process is a collection of activities, events, and decisions that produces a service or product for an organization. In many organizations, employees must submit expense reports to be reimbursed for purchases they made while working for the company. Submitting an expense report is the first step in a larger process in which that information is routed to one or more managers for approval before the process ends with the worker’s request being approved or denied. In Laserfiche Forms, you can create an electronic version of this and other form-based business processes. Laserfiche Forms allows you to:

Capture and work with information in Web-based forms

Use public forms to extend participation to users beyond your organization Integrate with Workflow for processing outside of Laserfiche Forms Send e-mail notifications to participants Save submitted forms to your Laserfiche repository

When you log in to Laserfiche Forms, you’ll see the Home page, where you can quickly access the pages that will let you start a business process, submit a form, perform the tasks assigned to you in a process, view the processes you’ve started, and manage business processes. In addition, through the navigation choices on the title bar, you can access the help files and system security settings, and log out. Forms includes support for wet electronic signatures, a centralized user inbox for viewing pending tasks, processes, and history, and an integrated FAQ view using Laserfiche Social BPM. Additional features include a fully mobile-friendly UI for submissions, approvals, and task management, customizable logos, improved interactions with Laserfiche Workflow, and post-submission options to print, download, or email forms.


Laserfiche offers a web-based Electronic Forms module that is optional to the base system and is available at an additional cost (see Form C - Pricing Schedule).



Security is no longer simply a matter of creating an impenetrable system that no one can break into. While that deals with threats from outside your organization, it doesn’t manage misuse from within. You need to create boundaries and track when someone tries to step outside of them. And with the security controls of the Laserfiche® system, combined with the tracking and reporting capabilities of Audit Trail, you have the tools you need to both create and enforce boundaries for everyone within your organization. By constantly monitoring and recording events that occur in your document repository, Laserfiche Audit Trail helps you protect information from misuse. Audit Trail enables you to regularly review user activity, assess the effectiveness of internal control mechanisms and demonstrate regulatory compliance. It readily fits into your existing IT infrastructure, providing you with a detailed view of enterprise business processes—without creating additional work for your IT department. With Audit Trail, you can:

Track almost any user action, from login and logout to creating, modifying, printing and deleting documents.

Create detailed reports, which you can easily filter, sort and graph to identify trends and isolate behavior patterns.

Expedite audits by producing reports listing all the actions taken on a particular document or record.

Meet diverse business needs with three modules that monitor varying events in the Laserfiche repository.


With Audit Trail, you can:

Track almost any user action, from login and logout to creating, modifying, printing and deleting documents.

Create detailed reports, which you can easily filter, sort and graph to identify trends and isolate behavior patterns.

Expedite audits by producing reports listing all the actions taken on a particular document or record.

Meet diverse business needs with three modules that monitor varying events in the Laserfiche repository.

The Advanced Edition (included with Laserfiche Rio) meets the needs of organizations in the most highly regulated industries. It includes all the above functionality, and tracks the following events as well:

Login and logout. Creating, editing, printing or deleting documents. Creating, editing or deleting templates, fields and annotations. Adding security tags. Exporting documents, volumes or briefcases.

Sending document to the Recycle Bin. Granting or revoking login rights for Windows accounts. Adding or removing users from Laserfiche groups. Modifications to access rights. Modifications to repository-wide settings. The creation, modification or deletion of users and groups. Password changes.


Files are exported in a CSV file format, which is easily opened in Excel as well as other reporting tools.


Laserfiche has the ability to develop custom reports out of the box. Additionally, any third party reporting tool can be used with Laserfiche to create valuable dashboards that span multiple applications.



Laserfiche supports an unlimited number index values per document.


VERS classifications levels provide a way for an organization to ensure that documents remain in folders of a similar or higher level of confidentiality. In most Laserfiche scenarios, and according to Laserfiche best practices, most documents will inherit entry access rights from their folders. This provides many benefits in terms of consistency and convenience, but can cause problems if documents are inadvertently moved to folders with less-restrictive security settings. Classification levels act as an extra check, preventing entries from being moved such that they will inherit less-restrictive security than is appropriate. Classification levels allow you to set a numeric level on documents and folders, and then ensure that entries with a classification level cannot be moved to a folder with a lower numeric level. A classification level has three elements: a name, a numeric level, and an optional description. The name and numeric level must be unique in the classification level list. Entries classified with a higher numeric classification level value are considered more restricted than documents with a lower numeric value. Entries that have had no classification level set are considered to be at numeric value 0. You might choose to set up entry access security such that certain folders are more restricted than others. Classification levels would allow you ensure that documents were not moved from more restricted folders to less restricted folders.


Laserfiche Supports an unlimited number of Document Types.


There is no limitations to the number of documents that can be stored in the system. The only limitation lies in the capacity of you storage device(s).


Laserfiche is hardware agnostic, which means files can be stored on virtually any storage medium.


Documents scanned into the system can be stored as Group IV TIFF or PDF and electronic files will be stored in their native formats. Laserfiche supports virtually all file formats. TIFF, PDF, CAD, MS Office, HTML, JPEG, BMP, PNG, AVI, MPEG, MP3, WAV, etc. Laserfiche supports the viewing of TIFF files natively. PDF files are viewable natively within the client, when an adobe reader application is installed on the workstation. All other content will be opened using the files native application and can be edited in those applications.


ease of configuration, in that most administrative tasks (i.e. adding new document types and index values, user administration, configuring workflows, etc.) can be

Laserfiche is designed to be easy to install, easy to learn, and easy to use. Actions in Laserfiche, such as adding a new document type, and index values can be performed by an internal resource (administrator) and does not require a third-party software expert. This information will be included in the training sessions.

done by an internal resource? Explain, if necessary.

78. Describe in detail how workflows are designed, created, and the level of scripting or any custom coding that is required. Explain, if necessary.

Laserfiche Workflow includes more than 150 built-in activities out-of-the-box to help you create workflows quickly. A graphical Workflow Designer enables you to create workflows by mapping your business process with an intuitive interface for testing, modifying and supporting Workflow activities. Laserfiche Workflow builds on the capabilities of Windows Workflow Foundation so you can extend its functionality to all your line-of-business applications. Examples of an activity include Add Sticky Note, Route Entry to User, change metadata, Copy Metadata, Assign Tag, etc.


Users with security rights to access the Workflow Administration Console can manage workflows based on roles or individual users. Users can open workflow and business process definitions, delete workflows and business processes, see linked objects for workflows and business processes, view workflow and business process version histories, view workflow and business process templates, and audit workflow and business process histories over a specified time period.



The information stored in Laserfiche would be stored on premise with the agency. Laserfiche is an extremely secure system regularly audited and certified by the Department of Defense. The implementation of the software in achieving SSAE certifications would require a combination of software (like Laserfiche) as well as procedural standards adopted by the Agency.


The Laserfiche access control system provides fine control of user actions within the repository and what level of information they can access. Users can be authenticated to Laserfiche through username and password or through Windows Authentication and/or LDAP.


Laserfiche is designed to handle highly sensitive information from personal health information to employee records. With fine granular security, sensitive information can be easily managed and protected. Credit Card Information is also securely protected when stored in the system.


Specific users can be provided with the administrative rights to develop workflows, only users with knowledge of Laserfiche Workflow administration should be provided with these rights. If there are many departments within the organization with separate information technology staff teams, then we recommend the configuration of multiple workflow servers, such that each team is only responsible for their workflows. This enterprise level setup, requires additional licensing, and is not included in this proposal.


groups.

The Laserfiche Web Administration Console is an administrative tool that provides secure access to your Laserfiche repository for authorized users via an Internet browser, making administration more flexible than ever. The Web Administration Console features all of the functionality of the desktop Laserfiche Administration Console. This means administrators can work in their repositories from anywhere, including remote sites, client computers, and even mobile devices, easily and securely. Because it is a Web-based application, Web Admin only needs to be installed once and then can be accessed by any authorized user at your organization using a Web browser. The Laserfiche Web Administration Console allows you to:

Manage Users Manage Groups Manage Templates Manage Fields Manage Security Manage Volumes Manage Repository Options, and much more

Scalability

85. Does the solution allow for development, test, and disaster recovery environments with no additional licensing fees? Explain, if necessary.

We are proposing the Laserfiche Rio system with unlimited repositories, which means you can create a separate repository for each environment with no additional costs, resources, or storage devices.

86. After an initial investment, a participating agency intends to add on additional departments.

Laserfiche is easy to install, easy to learn and easy to use. With a flexible and configurable system that allows you to start with any amount of users and grow to a full enterprise system as the need occurs, Laserfiche is ideal for any size organization from one department to

Describe how the ECM solution could accommodate this growth. Also note any charges they may incur with the additional departments being added to the solution.

enterprise-wide. Expanding the system is simply a matter of adding additional licensing. Additional charges would include the cost of the licenses, annual maintenance and professional services to install and configure.







We have customers running as many as 20+ application, database, and web servers in an n-tier architecture to support their requirements. MedAmerica Billing: 600 Concurrent Users 10,000 Retrievals Per Hour 150,000 Documents Ingested 220,000,000 Pages Valley Mountain Regional Center: 30 Concurrent Users 5,000 Retrievals Per Hour 100,000 Documents Ingested 200,000,000 Pages


There is no limit to the number of documents the Laserfiche solution can hold.



As a project based firm, ECS Imaging, Inc. understands that our reputation is based on the impression we leave with our clients at the end of each project engagement. We place a great deal of emphasis on our project plan and the implementation methodology behind that plan. We have found this emphasis to be beneficial in ensuring that all of your expectations are met and exceeded throughout the implementation process. One of the major advantages of Laserfiche as an ECM solution is how fast it can be deployed. The majority of Laserfiche systems are installed within a matter of days, rather than months. To enable a controlled, effective and timely implementation we would recommend a phased approach. We have used this technique successfully in many previous implementations. The following section outlines the ECS methodology for implementation and is based on PMBOK guidelines published by the Project Management Institute. Project Methodology: Step 1: Requirements Analysis - gather and confirm all requirements for a successful implementation. Step 2: Planning - Define the formal work plan, checkpoint, and milestones for the project. Step 3: Design - Design every aspect of the system in a Design Specification Document. Step 4: Build - Build the application according to the design specifications. Step 5: Test - Test the application for functionality, performance, and design, according to the specifications. Step 6: Revise - Revise the application per testing results and conform to the design specifications. Step 7: Rollout - Launch the application, supported with communication, training, and service. Roles and Responsibilities Client Executive Sponsor

Has final authority and responsibility for the project Reviews and approves changes to project requirements and project scope Allocates resources towards the completion of project tasks Approves final deliverables

Client Project Manager

Reports to and receives direction from Client Executive Sponsor Participates in and approves of project plan requirements, scope, and deliverables Manages, reviews, and prioritizes the client side project tasks with objective to stay

on time and on budget Provide status and progress reviews to project team and Client Executive Sponsor Manages client side resources (project team members) Monitor and control project schedule, budget, and quality

Reviews and approves deliverables Client Department Managers

Identifies the department requirements to Client Project Manager Manages the completion of department specific project tasks Supervises department specific resources Reviews and approves department deliverables

Client Information Technology Manager

Validates feasibility of hardware requirements Acquires and manages configuration of server and client hardware Supervises IT specific resources Reviews and approves IT deliverables

Client Trainers

Responsible for client hosted training Serves as the client’s subject matter expert Long-term carriers of system information and on-going training for new and

existing staff ECS Executive Sponsor

Has final authority and responsibility for the project Reviews and approves changes to project requirements and project scope Provides additional resources for scope changes Approves final deliverables

ECS Account Manager

Make recommendations for business process improvements Finalize contract negotiations and commitment of ECS Imaging, Inc. to project Monitor Project Manager accountabilities Monitor Technical Manager accountabilities Maintain active relationship with Client’s Project Sponsor

ECS Project Manager

Provide progress updates Provide structured implementation methodology Communicate required process changes to implement solution Prepare and coordinate solution deployment Coordinate the availability of staff to meet requirements of project plan Communicate and confirm scheduled times with the client and ECS staff Make recommendations for business process improvements Responsible for delegating configuration and setup per requirements and analysis

(engineers and analysts to be determined based on project requirements) Drive systems testing; resolve nonconformance’s Participate in User Acceptance Testing; resolve nonconformance’s Coordinate development of custom documentation to be provided to client

ECS Business Analyst

Make recommendations for business process improvements Analyze current methods and map to desired outcome Identify gaps between desired outcome and standard software capabilities

ECS Trainer

Provide training to Client Trainers and other staff Develop training documentation

ECS System Engineer

Configuration and setup of system Onsite and Remote Technical Support Onsite Training Development Tasks (when needed)

Sample Project Plan The project timeline is flexible and we will work with your team to determine the right time and pace for the project. Below is an outline of the services that we will provide to ensure a successful implementation of the system. Initial Project Planning – 5 Days

Creation of Project Plan based on high-level needs analysis, establishment of performance metrics, stakeholder dialogues, timeline development, detailed tasks creation, and communication plan development

Software Installation – 2 Days

Installation of all Laserfiche Software and Licensing Basic System Configuration – 26 Days

Assign User licenses, establish security permissions/access rights, etc. (13-Days) o Estimate assumes 1-day per program/department

Build index templates, folder trees, filing rules, etc. (13-Days) o Estimate assumes 1-day per program/department

Laserfiche Forms Configuration – 10 Days

Initial configuration of Laserfiche Forms and Form Portal o Estimate includes building of (5) Forms as specified in the RFP

Records Management Configuration - 26 Days

Configure Records Management & establish retention rules/schedules o Estimate assumes 2-days per program/department

Quick Fields Configuration - 13 Days

Configure Quick Fields sessions for batch scanning o Estimate assumes ECS would configure an average of 1 Quick Fields Session

per program/department Workflow Configuration/Conversion - 9 Days

ECS to configure (3) workflows o Estimate assumes an average of 3-days per workflow

Conversion Services – 20 Days

Conversion of approximately (X) GB of data from existing "NAME OF OLD APPLICATION" application to new Laserfiche repository

o Please see Conversion Plan for Details Integration with SYSTEM X – 3 Days

Configure Laserfiche Connector to perform searches from SYSTEM X to corresponding documents/folders within Laserfiche

Establish database look-up(s) to populate index fields in Laserfiche with data from SYSTEM X

General Laserfiche Training – 8 Days

Train approximately (X) end-users on basic Laserfiche functionality (scanning, indexing, searching, etc.) using a train-the-trainer methodology (1 Day)

Train relevant staff on the use and administration of developed forms (3 Days) o Estimate assumes 1-day of training for each form

Train relevant staff on the use and administration of developed works flows (3 Days)

o Estimate assumes 1-day of training for each workflow Train Records Manager(s) on Laserfiche Records Management Module (2 Days)

Laserfiche Administrator Training – 8 Days

Provide Laserfiche Admin training for (6) System Administrators (6 Days) o Training will cover administrative tasks such as: assigning licenses,

establishing security permissions, creating index templates, setting filing rules, configuring workflows, building forms, creating Quick Fields sessions, and running reports

Total Estimated Professional Services Time = 112 Days After the specific scope of work is defined, we will determine the timeline for each project. We are flexible in regards to the start time of the project; including consulting, installation, configuration, and training of all users. Delays in RFP may cause delays in the timeline. The following is a high-level project plan with milestones and benchmarks: Description of Tasks 1 Kickoff Meeting and Requirements Gathering 2 Software Installation

3 Conversion (as needed) 4 Administrative Training 5 Workflow Training (as needed) 6 Forms Training (as needed) 7 Records Management Training (as needed) 8 Business Process Consultation and Configuration 9 Business Process Solution Implementation 10 Solution Review and Validation Meeting 11 Testing 12 End User Training 13 Resolve Issues 14 Go Live 1. Kickoff meeting: In the initial meeting, we will review the project plan, define project rolls, discuss and review project scope, review hardware requirements, set expectations of project milestones, and determine ongoing communication. 2. Software Installation: Upon confirmation of order approval, the software can be installed within two to four weeks, dependent on availability of any requisite hardware. Installation will be a joint effort between the organization’s technical staff and ECS. Detailed hardware recommendations for server side components will be provided to the organization. Additionally, we assist with initial client/scanner workstation installations and provide instructions for unattended deployment to any remaining workstations. 3. Conversion: ECS’s development team will convert all appropriate documents and data from the existing document management system or document storage. Please refer to the attached documentation for additional details of the conversion process. 4. Administrative Training: ECS will train the organization’s technical staff on the system’s architecture, databases, backend applications, and interfaces with other systems. Training will also cover how to monitor and manage the security, users, and user rights. This training is designed for the organization’s system administrator and will focus on how to setup the system, folder trees, file structures, templates. 5. Workflow Training: ECS will train the organization’s technical staff on configuring automated workflow processes utilizing the Laserfiche Workflow module for the Workflow administrator. 6. Forms Training: ECS will train the organization’s staff on building and using Laserfiche Forms. Training will cover the various steps in creating and customizing web forms to be used internally and/or externally. 7. Records Management Training: ECS will consult and train the organization’s Records Manager on how to configure and implement the District’s file plan into the solution to account for classification of records stored throughout their lifecycle. Training will cover how to manage records (cutoff, destruction dates, freezing of records, legal holds) along with tracking and reporting tools includes. 8. Business Process Consultation and Configuration: These meetings will be held to develop an understanding of the organization’s current business processes and to plan an implementation strategy for Laserfiche. 9. Business Process Solution Implementation: The implementation of the newly defined configuration of software such as folder tree, templates, filing and workflow rules. 10. Solution Review and Validation Meeting: This meeting is to review the new solution with the organization to ensure the configuration has been completed per the requirements. Changes to the solution are made at this time. Multiple iterations may occur to achieve the final desired solution. 11. Testing: Testing is performed of the final desired solution to ensure that all aspects of the solution are working as intended. ECS will demonstrate no system software failures, security settings are verified, and system is validated by the organization to be fully operational and to meet their needs as proposed. 12. End User Training (Train-The-Trainer or Classroom Styles): User training on how to use the software and to understand the business process. Training will cover how to use all of the different software components (Workflow, Forms, etc.). 13. Resolve any issues (Prior to go live date): After end user training is completed, end users may identify some small adjustments in the business process solution. These items will be addressed prior to the Go Live date. 14. Go Live. An on-site engineer will be available on the Go Live date.

90. Please propose all on-going applications support that you are able to provide. Describe the types of application support that your company offers (i.e. onsite, telephone, conference call, online),

With the Laserfiche Support Assurance Plan (LSAP) you will receive unlimited phone support within 24 hours and free copies of Software Version Updates including all the latest hot fixes, updates and patches to keep your system running at peak efficiency. This also includes 24/7 access to the Laserfiche Support site with additional information to help optimize your Laserfiche System.

hours of availability, response time and resolution times.

ECS Priority Support (optional) is an additional support plan to the Laserfiche Support Assurance Plan that guarantees unlimited phone support with a 2 hour response time. Our priority support plan includes a Toll Free number with unlimited priority phone support and a 2 hour response time. Additional support avenues include a dedicated support email account ([email protected]), and Website with download/upload capabilities. We also offer Remote Assistance/Terminal Services support. Priority Support can be purchased in 10 hour blocks of time. We offer hours of support from 7:30 AM to 5:00 PM PST, Monday through Friday, excluding holidays. All support will be provided through ECS Imaging, Inc. directly. Included in this proposal are hours available for remedial support, additional consulting requirements, or for version upgrades/releases of the software. Laserfiche Rio Enterprise includes live chat on the web with a Laserfiche support engineer. Laserfiche has a number of offices around the world. This global presence has directly benefited the domestic Laserfiche community by significantly extending the hours that technical support engineers are available to answer questions in the United States. While Laserfiche corporate headquarters or ECS may be closed, you can still reach an international Laserfiche support team member through the Laserfiche Live Support Chat for help during the following times: Sunday: 5:00 pm PST – 12:00 am PST. Monday through Thursday: 12:00 am PST – 2:00 am PST and 6:00 am – 12:00 am PST. Friday: 12:00 am PST – 2:00 am PST and 6:00 am PST – 5:00 pm PST. These extended hours combined with an exceptional support team are especially valuable when questions or issues crop up beyond normal working hours.


Minor releases every year, with major releases typically every 4 years. Software enhancements, or updates, can be downloaded from the Laserfiche Support Site. ECS can assist in helping you update your system in order to take advantage of the latest features and improvements.


Upgrades are available for download from the Laserfiche Support Site with detailed instructions on how to manage the installation. However, ECS will assist with all Laserfiche upgrades, we can also provide training if your IT staff prefers to handle this internally.



Providing proper training is critical to the success of the implementation. In most cases, training is provided onsite by ECS trainers using the installed system. These training sessions can be scheduled for individuals or groups according to their role. Training may consist of one or more of the following courses depending on the software modules purchased. Onsite End User Training Laserfiche Thick and Thin Client Training - Laserfiche Client, Web Access, Weblink This hands-on or group training is for users who have never used Laserfiche before. Some of the topics covered in this training are: Annotations, Customizing the Document Viewer, Document Metadata, Using the Folder Browser, Electronic Documents, Searching, Importing Documents, Exporting and Printing Documents, and Snapshot. One session will be comprised of scanning, batch scanning, advanced scanning, indexing, filing and retrieval functions. It is recommended that only a few at a time be in this session, as this session includes hands-on training for each person. It’s important that each Scan operator actually scan in real documents and get familiar with the process. The second session will be for retrieval and viewing only users. It is recommended that there are no more than 10 individuals per session. This will address the various retrieval methods, viewing options, printing, emailing and customizing tool bar options. Laserfiche Scanning Training This hands-on or group training is for user who will be scanning documents into Laserfiche using Laserfiche Scanning. Topics discussed in the training are indexing, short-cut keys, batch processing techniques, and cleanup tools. Laserfiche Client Training is a prerequisite for this class. Search and Retrieval Training This session includes detailed instruction on the various methods for searching within Laserfiche including Quick Search and the Customize Search option for more advanced

search criteria. This session also covers search results and what information is returned, how to open and view documents, and how to utilize the information returned. Administrator Training System administrators should be encouraged to participate in as much of the implementation process as possible so they understand how the hardware and software components are configured and work together. Laserfiche Client Training is a prerequisite for this class. System Administrator Training begins with a comprehensive overview of the Laserfiche System. This includes each component reviewed in detail. Integration and installation issues are also addressed. The role of the trainer is to provide the participants a thorough understanding of the Laserfiche system so that they can develop, integrate, and manage the system at their organization. As a Training Outline, they will be learning: Template Creation and modification, folder design concepts, Laserfiche security setup and administration, database backup, other miscellaneous tips and tricks for the Laserfiche System Administrator, volume management, other Laserfiche products/plug-ins, most common Laserfiche problems and how to resolve them. Some of these functions may be taught also to the Department Manager. The System Administrator is usually someone with a good knowledge of computers; often an Information Technology person would be best for this role. Power-User Training Laserfiche Workflow Admin Training This hands-on training is for users who will be designing workflows within the Laserfiche System. This class is not exclusive to IT, but users should be technically savvy and familiar with IF/THEN logic. Some of the topics covered in this training are: Parallel and Conditional Routing, E-mail Notifications, Reminders / Deadlines, and Repeat/Looping related to business processes. Laserfiche Client and System Admin Training is a prerequisite for this class. Laserfiche Forms Training This hands-on training focuses on the design and configuration of electronic fillable forms. Laserfiche Quick Fields Training This hands-on training and is for users who will be creating Quick Fields Sessions. Typically, this training is restricted to IT or Power Users of Laserfiche as once a Session is created it can be used by multiple people. As such, only interested parties should attend. Class material is dependent on purchased Quick Fields modules. Laserfiche Client Training is a prerequisite for this class. Laserfiche Audit Trail Training This hands-on or group training and is for user who will be generating or viewing Audit Reports on the Laserfiche Repository. Laserfiche Audit Trail is typically used to investigate the viewing, retrieval, or export of a document from the Laserfiche Repository. This class is typically limited to Administrators and Power Users with comprehensive access to the Laserfiche Repository. Laserfiche Client Training is a prerequisite for this class. Laserfiche Records Management Training This is hands-on training covers basic records management concepts for records managers and for general staff. Integration Training SDK / LF Connector Training applies to integration with specified line of business applications.

94. Training: Does your company offer a Train the Trainer program? If so, please explain. For example, said company will train a user/system administrator to train any additional users added to the agency post implementation.

Yes, ECS Imaging utilizes Train-the-Trainer approach.


Self-Guided Online Training (Laserfiche Support Site) As part of your Laserfiche Software Assurance Plan, all licensed users of the system will have 24/7 access to the Laserfiche Support site where you will find additional online training opportunities. Laserfiche offers a Certified Professional Program with online courses designed to provide users with step-by-step training on setting up, using and optimizing

Laserfiche software. The first course (ECM 101) is available at no cost and is recommended for anyone new to Laserfiche. Additional courses are offered at a cost of $100 per course and provide detailed information to help users maximize the value of their Laserfiche investment. Certification includes a self-paced online exam, if users do not pass the exam on the first attempt, they can take it a second time at no additional cost. Below is a list of the Certified Professional Program courses offered by Laserfiche: Additionally, the Laserfiche Support Site offers a variety of resources to help you use your Laserfiche products more effectively including best practices and tips for using the products, troubleshooting information and hotfixes, technical papers on a variety of topics, product demonstration and how-to videos, and a Code Library and other resources for developers. The Support Site is updated regularly.



ECS will not utilize a subcontractor on the project(s). All work will be performed by qualified ECS employees.

97. Please describe any other “value adds” and/or services your company can bring to CPC’s participating agencies.

ECS partners with industry leaders to provide a sole source for all your document management needs. Novus Agenda Management automates all aspects of your meetings – agenda distribution, agenda item creation and approval – while eliminating paper trails and offering the versatility to automatically post meeting items to your website. High quality document scanners perfectly complement your Laserfiche content management system with industry-leading features and support, including extended warranty options and the ability to directly scan into Laserfiche PSIcapture is PSIGEN’s flagship product for advanced document capture and data extraction. It is a single capture platform designed to meet all the needs of an organization, including document scanning and import, forms processing, data capture, OCR/ICR data extraction and the ability to migrate the information into a document repository.

98. What are your payment terms? Net 30. 99. Does your company accept


ECS can accept payment via a procurement card, but does not accept Discover Card. There is no additional fee assessed for purchasing with a procurement card.


We currently do not offer any form of prompt payment discounts, but would be open to discussing the possibility.


ECS does not have any additional stipulations or requirements, however, as each organization has different requirements we would like to take each implementation on a case by case basis.


ECS does not take any exceptions to the terms set forth in the Instructions to Respondents and Technical Specifications, however, as each organization has different requirements we would like to take each implementation on a case by case basis..



Category Component DescriptionStandard Hourly Labor (Onsite) - if

applicable

CPC Hourly Labor (Onsite) - if applicable

Standard Labor (Remote) - if applicable

CPC Hourly Labor (Remote) - if applicable Software Cost

CPC Other Method - if applicable

Annual Maintenance Cost

LSAP

CPC One Time Charge - if applicable

Users: Define by quantity of users or cost per user.Laserfiche Rio Pilot Named Full Users (25-49 users) $900.00 $180.00Laserfiche Rio Pilot Named Full Users (50-99 users) $833.00 $167.00Laserfiche Rio Named Full Users (100-199 users) $700.00 $140.00Laserfiche Rio Named Full Users (200-499 users) $600.00 $120.00Laserfiche Rio Named Full Users (500-999 users) $500.00 $100.00Laserfiche Rio Named Full Users (1,000-1,499 users) $400.00 $80.00Laserfiche Rio Named Full Users (1,500-1,999 users) $350.00 $70.00Laserfiche Rio Named Full Users (2,000-2,999 users) $300.00 $60.00Laserfiche Rio Named Full Users (3,000-3,999 users) $260.00 $52.00Laserfiche Rio Named Full Users (4,000-4,999 users) $230.00 $46.00Laserfiche Rio Named Full Users (5,000-5,999 users) $200.00 $40.00Laserfiche Rio Named Retrieval Users (200-999) $200.00 $40.00Laserfiche Rio Named Retrieval Users (1,000-9,999) $100.00 $20.00Laserfiche Forms Authenticated Participants (1-49 users) $200.00 $40.00Laserfiche Forms Authenticated Participants (50-199 users) $140.00 $28.00Laserfiche Forms Authenticated Participants (200-499 users) $99.00 $20.00Laserfiche Forms Authenticated Participants (500-999 users) $70.00 $14.00Laserfiche Forms Authenticated Participants (1,000-1,999 users) $56.00 $11.00Laserfiche Forms Authenticated Participants (2,000-2,999 users) $38.00 $8.00Laserfiche Forms Authenticated Participants (3,000-4,999 users) $32.00 $6.00Laserfiche Forms Authenticated Participants (5,000+ users) $26.00 $5.00

Application SoftwareItemize the software costs (by module / application) for the software being proposed

Laserfiche Records Management Edition

(10% add-on to all named full and retrieval users) Example: 100 users = $700 (software) & $140 (maintenance) per user, 10% of $700 = $70. 10% of $140 = $14. Licensing would be $70 for software + $14 for annual maintenance per user.

10% of user cost 10% of user cost

Laserfiche Oracle Server Support (10% add-on to all named full and retrieval users) 10% of user cost 10% of user costLaserfiche Forms Allows form creation and submission as well as the

ability to participate in routing for all licensed users.10% of user cost 10% of user cost

Laserfiche Connector (5% add-on to all named full and retrieval users) 5% of user cost 5% of user costWeb Publishing & Information Capture ToolsLaserfiche Pilot Public Portal licenses

Includes Laserfiche WebLink and 25 WebLink-only retrieval connections $25,000.00 $5,000.00

Laserfiche Public Portal license Includes Laserfiche WebLink and unlimited WebLink-only retrieval connections per processor $45,000.00 $9,000.00

Laserfiche Public Portal license for dual processor machine $50,000.00 $10,000.00Laserfiche Public Portal license for dual processor machine $75,000.00 $15,000.00Laserfiche Forms Portal Add-on Allows form submission from unlicensed (public)

users. $7,995.00 $1,600.00



REQUIRED FORM

LSAP

ECS Imaging, Inc.


Laserfiche Forms Enterprise Portal Add-on

Allows anonymous form submission from unlicensed (public) users. Unlimited installations $24,000.00 $4,800.00

Capture ToolsLaserfiche Quick Fields $595.00 $120.00

Laserfiche Quick Fields BasicQuick Fields and Validation packages for Bar Code and Real-Time Lookup $2,500.00 $500.00

Laserfiche Quick Fields Core

Quick Fields, Quick Fields Scripting Kit and Validation packages for Bar Code, Real-Time Lookup and Zone OCR $5,000.00 $1,000.00

Laserfiche Quick Fields Classify Quick Fields Core package plus Document Classification $7,500.00

Laserfiche Quick Fields Context

Quick Fields Core package plus Forms Alignment, Forms Identification, Forms Extractor, Optical Mark Recognition and Auto Stamp/Redaction/Bates Num. $10,000.00 $2,000.00

Laserfiche Quick Fields Complete (all of the above) $15,000.00 $3,000.00Laserfiche Quick Fields Agent $10,000.00 $2,000.00Laserfiche Auto Stamp/Redaction/Bates Num. $500.00 $100.00

Laserfiche Document Classification $5,000.00 $1,000.00Laserfiche Import Agent $1,500.00 $300.00Laserfiche ScanConnect $165.00 $33.00Laserfiche ScanConnect (5-pack) $660.00 $132.00Laserfiche ScanConnect (10-pack) $915.00 $183.00Digital Archiving & PublishingLaserfiche Plus for Digital Archiving (up to 5 seats, internal business use only) $10,000.00 $2,000.00Laserfiche Plus for Publishing (royalty-free distribution of published media) $3,800.00 $1,600.00Integration ToolsLaserfiche SDK Software Development Kit $2,500.00 $750.00

Other Software/Licensing:

Psigen is an Advanced Capture Solution. Pricing is based on the number of documents processed per year. Term 12 Months Term 24 Months Term 36 Months Term 48 Months Term 60 Months

PSICapture TEST STATION License Limited-12,000/yr

Includes EFF, OCR/PDF/OMR, ADE, ICR, Level III, Migration Modules, Basic Installation, Support Maintenance, for selected Term. Limit ONE per end user/company $2,300.00 $3,312.00 $4,508.00 $5,888.00 $7,084.00

PSICapture ADVANCED Bundle Includes EFF, OCR/PDF/OMR, ADE, Level III, Migration Modules, Basic Installation, Support Maintenance, for selected Term

PSICapture Enterprise 24K Bundle (per Year) $2,400.00 $3,456.00 $4,704.00 $6,144.00 $7,392.00 PSICapture Enterprise 60K Bundle (per Year) $3,700.00 $5,108.00 $6,772.00 $8,692.00 $10,356.00 PSICapture Enterprise 120K Bundle (per Year) $6,350.00 $8,704.00 $11,480.00 $14,696.00 $17,478.00 PSICapture Enterprise 480K Bundle (per Year) $12,200.00 $16,908.00 $22,472.00 $28,892.00 $34,456.00 PSICapture Enterprise 1.2M Bundle (per Year) $19,450.00 $27,348.00 $36,682.00 $47,452.00 $56,786.00 PSICapture Enterprise Unlimited Bundle (per Year) $26,550.00 $37,352.00 $50,118.00 $64,848.00 $77,614.00PSICapture CLASSIFICATION Bundl Includes EFF, OCR/PDF/OMR, ADE, Classification, :evel

III Migration Modules, Basic Installation, Support, Maintenance for selected TERM Term 12 Months Term 24 Months Term 36 Months Term 48 Months Term 60 Months

PSICapture Enterprise 24K Bundle (per Year) $3,400.00 $4,896.00 $6,664.00 $8,704.00 $10,472.00 PSICapture Enterprise 60K Bundle (per Year) $5,000.00 $6,980.00 $9,320.00 $12,020.00 $14,360.00


PSICapture Enterprise 120K Bundle (per Year) $8,500.00 $11,800.00 $15,700.00 $20,200.00 $24,100.00 PSICapture Enterprise 480K Bundle (per Year) $16,900.00 $23,676.00 $31,684.00 $40,924.00 $48,932.00 PSICapture Enterprise 1.2M Bundle (per Year) $26,000.00 $36,780.00 $49,520.00 $64,220.00 $76,960.00 PSICapture Enterprise Unlimited Bundle (per Year) $36,650.00 $51,896.00 $69,914.00 $90,704.00 $108,722.00

PSICapture TABLE EXTRACTION Bundle

Includes EFF, OCR/PDF/OMR, ADE, Alssification, Table Extraction, Level III Migration Modules, Basic Installation, Support, Maintenance for selected TERM Term 12 Months Term 24 Months Term 36 Months Term 48 Months Term 60 Months

PSICapture Enterprise 24K Bundle (per Year) $4,004.00 $6,336.00 $8,624.00 $11,264.00 $13,552.00 PSICapture Enterprise 60K Bundle (per Year) $6,300.00 $8,852.00 $11,868.00 $15,348.00 $18,364.00 PSICapture Enterprise 120K Bundle (per Year) $10,750.00 $15,040.00 $20,110.00 $25,960.00 $31,030.00 PSICapture Enterprise 480K Bundle (per Year) $21,450.00 $30,228.00 $40,602.00 $52,572.00 $62,946.00 PSICapture Enterprise 1.2M Bundle (per Year) $33,100.00 $47,004.00 $63,436.00 $82,396.00 $98,828.00 PSICapture Enterprise Unlimited Bundle (per Year) $45,000.00 $63,920.00 $86,280.00 $112,080.00 $134,440.00


applicable



CPC Hourly Labor (Remote) - if applicable



One Time Charge-if applicable


Initial Configuration and Implementation Costs Professional Services are daily rates (8 hours)Consultation Services $1,500.00/day $1,500.00/dayInstallation Services $1,500.00/day $1,500.00/dayConfiguration Services $1,500.00/day $1,500.00/dayProject Management $1,500.00/day $1,500.00/dayTraining Services $1,500.00/day $1,500.00/day

Travel CostsTravel Expenses will be determined based on location of project and distance traveled. TBD TBD

Other Professional Services: (project management, consultation, etc. - please list, desribe, and price accordingly)

On-site time can be used for remedial training and installing updates, in addition to support - On-site within 2 business days as needed. Additional hours of support purchased at a discounted hourly rate. Customers not under this plan can purchase on-site hours at $250/hour with a 1 hour minimum for remote support, and an 8 hour minimum onsite charge in addition to travel expenses.

ECS Priority Support - 5 Hours $1,000.00ECS Priority Support - 10 Hours $1,750.00ECS Priority Support - 20 Hours $3,000.00ECS Priority Support - 30 Hours $4,125.00ECS Priority Support - 40 Hours $5,500.00ECS Priority Support - 50 Hours $6,875.00ECS Priority Support - 100 Hours $12,500.00

End User Training $1,500.00/dayAdministrator Training $1,500.00/dayElectronic Forms Training $1,500.00/dayWorkflow Training $1,500.00/dayRecords Management Training $1,500.00/day




Other Training: $1,500.00/day

Year One TBDYear Two TBDYear Three TBDYear Four TBDYear Five TBD






• Phone • Email



• Phone • Email


ECS Imaging, Inc.

Laserfiche

Contra Costa County Public Works

Carrie Ricci (925) 313-2235 [email protected]

Laserfiche

Alameda County Behavioral Health

Steve Kline (510) 567-8064 [email protected]


• Phone • Email


Laserfiche

Stanislaus County Office of Education

Cinnamon Varnell (209) 238-1434 [email protected]



RFP Name:



Street Address:

City, State, Zip:

Telephone:

Primary Contact:



Company Name:

Street Address:

City, State, Zip:

Telephone:

Primary Contact:



Company Name:

Street Address:

City, State, Zip:

Telephone:

Primary Contact:



Enterprise Content Management

17.6

✔


ManagementVendor: FutureNet Group Inc

Page of 1 1

General Comments: All required attachments have been uploaded.

General Attachments: Addendum Acknowledgement Form.pdfForm A - Vendor Information.pdfForm B - Questionnaire.docxForm C - Pricing Schedule with Assumptions.xlsxForm D - References.pdfForm E - Level of Support.pdfForm F - Assurance of Compliance.pdfForm G - Contract Offer and Award.pdfForm H - Proposal Checklist.pdfSubcontractor Utilization Form.pdf


Company Information

Company Name

Address

City/State/Zip

Phone

Fax


Company Contacts


Email

Phone

Sales Manager Name

Email

Phone


Email

Phone



Email

Phone

Responsibilities


Name

Email/Phone


Name

Email/Phone


Name

Email/Phone


Name

Email/Phone

Conducting Audits

Name

Email/Phone

FutureNet Group, Inc.

12801 Auburn Street

Detroit, MI 48223

(313) 544-7117 (313) 544-7111

N/A

Lisa Salvador [email protected] (313) 544-7117 Ext. 208

Greg Drypen [email protected] (313) 544-7117 Ext. 207


Nishit Dani [email protected] (313) 544-7117 Ext. 298



Summer Shareif [email protected] (313) 544-7117 Ext. 296

Sahil Shah [email protected] (313) 544-7117 Ext. 241

Alfreda Minus [email protected] (313) 544-7117 Ext. 262

Form B – Questionnaire Instructions. Please complete the questionnaire below by placing your company’s answers in the correlating response column.

Responding Company’s Name: Question Response

Experience and Qualifications 1. Provide a brief background of

your organization, including the year it was founded (1-2 paragraph max.).

FutureNet Group is an IT technology and security company that was incorporated in the State of Michigan in 1994. Headquartered in Detroit, Michigan, FutureNet Group is Certified as a Minority Business Enterprise (MBE) and a Historically Underutilized Business Zone (HUBZone) firm and is ISO 9001:2008 Certified. Today, the company has approximately 200 employees located at its Detroit headquarters and branch offices in Washington, DC, Ft. Jackson, SC, and West Palm Beach, FL. FutureNet Group is a Gold Certified Value Added Reseller of Laserfiche and Accela as well as a Microsoft Gold Certified Partner and an Oracle Gold Certified Partner. We have over 15 years of experience providing and supporting enterprise document management systems.


The FutureNet Group is made up of four divisions, Technology, Perimeter Security, Construction Management and Professional Services. As part of the Technology Services organization our Information Management practice provides Enterprise Content Management solutions from Laserfiche and Square 9 along with services from certified professionals consultants responsible for delivering the required service to successfully implement the solution. As part of our solution we provide both technical and end user training and deliver training to the organization based on their specific requirements. i.e. If an organization wishes to manage the system on their own once the project is complete, we will develop a training schedule to deliver the technical training as a knowledge transfer allowing them to take over ownership upon the completion of the project. Combined with our expertise in web development, programming, web hosting (Azure and AWS) and cyber security, we have the capability to develop custom solutions to work in conjunction with our ECM products to deliver functionality not available through standard software options. We are a Gold Certified Value Added Reseller of Laserfiche, and we implement Laserfiche Enterprise Content and Document Management software. Laserfiche introduced the first PC-based client-server document imaging system back in 1993. Laserfiche Rio® enterprise content management in 2008. We see a partnership with the members of this cooperative where our role is as subject matter experts working with the Cooperative Purchasing Organization members to deliver the targeted solution. It has been our experience working with a Cooperative in Michigan that while many organizations have similar needs, the manner in which the solution is implemented varies based on the specific requirements. Understanding these differences allows us to create a solution focused on meeting the specific customer requirements.


Our role is to support the Cooperative Purchasing Connection in any manner required. This could mean taking the lead directly from a potential customer to working with the CPC to determine the appropriate solution. Part of the success of our partnership will be communication. It is important that all parties are aware of any opportunity and decide the best method to proceed. We can work with the CPC to develop sales and marketing materials tailored to support their members. We have found that when information is tailored to meet a specific objective it delivers a message to the members of the Cooperative that the CPC and the FutureNet Group have work together in developing these product solutions and understand their business needs.


Yes we do, but we prefer to work through the organizations such as CPC. This assures that the CPC is aware of the opportunity and allows them to manage and participate in any and all opportunities if desired. We have also found that It provides a consist method of communicate for their members and allows them to track and catalog all opportunities and solutions.


Yes, FutureNet has a dedicated marketing person as well as a team with which CPC can communicate and obtain marketing materials and images. The dedicated marketing professional for this contract is: Greg Drypen [email protected] (313) 544-7117 Ext. 207


FutureNet regularly provides printed marketing materials, and will make such materials available to regional CPC representatives at trade shows, during face-to-face meetings, or by request through the mail. Further, PDF versions of these documents are available through our website or via email.


We do have the ability to participate in trade shows in the Tri-State area. If we are accepted as a vendor for enterprise content management, the CPC contract would be central to our tradeshow presence. Prior to any trade show we attend, we will conduct appropriate marketing efforts to promote our appearance at the show, either through direct contact or email, social media, or other medium. If we were to participate in an even held by School Administrators of South Dakota or the North Dakota Association of Counties, we would send out informational information to likely attendees about what to expect at our booth/display. Generally, we feature an interactive demonstration of the capabilities of our ECM offerings. For the School Administrators, we might highlight the student record tracking and privacy features, while for County Executives, we might focus on streamlining administrative/records maintenance and transparency/audit capabilities.


Onsite Training is a service we regularly provide to our clients. During the implementation of our ECM solutions, we generally provide two types of training as follows: Administrator Training covers the tasks necessary to administer the software, such

as adding, removing, and modifying users and user rights. In addition, training will be provided to administer workflows and create ad-hoc reports and queries. We highly recommend that the system administrators also participate in user training. This form of training will be performed on-site and the attendees will include the Manager, Supervisors, and technical personnel. Multiple sessions may be scheduled to minimize the impact on normal operations and personnel will be on-site to assist with any issues that may arise during go-live. This form of coaching is usually performed over the shoulder of client staff in an informal and unstructured manner. System Administrator Training will include the following in five (5) hours of training:

System Administrator Training Agenda Laserfiche Administration Laserfiche Administration Console Sever settings Security Audit Trail Report creation/generation Metadata management, Indexing Troubleshooting Repository management

User Training is targeted at City’s personnel who will be using the system on a day-

to-day basis. This can include power users who will be scanning documents and regular users who will be performing search and retrieve operations. The following items will be covered during an eight (8) hour training course:

User Training Agenda

Laserfiche Client Overview Laserfiche Capture Repository Structure Entering & Recording Folder Browser Metadata Working with Documents Quick Fields Annotations Scanning Options Merging Document Pages Scanning Processes and Separating Document Pages Enhancements Document Viewer Import Display Panes Snapshot Tools Drag & Drop What is Metadata? Copy & Paste

Microsoft Integration Converting Electronic File Formats Generating Searchable Text

Laserfiche Searching Distribution in Laserfiche Search options Exporting Saving searches Emailing Tips and tricks Printing

While it is vital to ensure that your members’ Laserfiche systems are current, it is equally vital that personnel using Laserfiche are kept current through training, and we will provide ongoing training opportunities. Training sessions can include workshops, webinars, and other eLearning options. Should any patches or updates alter the operation of your system, we will arrange training sessions or user group meetings in order to ensure that personnel remain fully up to date with utilizing Laserfiche. We will also facilitate access to other training programs hosted by Laserfiche.


Yes, we are available to make presentations in support of all of our ECM offerings. These presentations can be made in person or via the internet. The purpose of these educational presentations is to provide an insight towards our solution’s capability of integrating with the current business needs and the various advantages provided by our solutions.


FutureNet Group has a GSA Schedule 70 Contract, and our subcontractor, Global Solutions Group, has a GSA Schedule 36 contract. These can be accessed through https://www.gsaadvantage.gov.


None.


We are engaged in a similar process with a Cooperative in Michigan where the pricing is made available through a schedule that is posted on a web site. When members of the Cooperative access this information, they make contact with the person listed on the schedule who can either pass the lead directly to us or coordinate the meeting themselves. Information and updates are provided to their members through monthly Newsletters, meetings and other forms of correspondence. We also work with the Cooperative to conduct seminars on various products and integration capabilities.


Our company provides extensive training to our account managers, financial/reporting personnel, sales and customer service representatives through conference meetings and live webinars going over the details and promotions of the contract as well as exactly our plan to implement our solution to fit the business process needs of your organization.


FutureNet receives 4.2% (and growing) of our revenue from ECM related contracts

https://www.gsaadvantage.gov/

15. Please provide your company’s

last three years total gross sales to agencies within CPC’s service area.

MINNESOTA 2016 2015 2014 K-12 HIGHER ED CITY/COUNTY NONPROFITS TOTALS None None None

NORTH DAKOTA

2016 2015 2014

K-12 HIGHER ED CITY/COUNTY NONPROFITS TOTALS None None None

SOUTH DAKOTA

2016 2015 2014

K-12 HIGHER ED CITY/COUNTY NONPROFITS TOTALS None None None


Our organization constantly monitors new techniques, emerging technologies, and industry best practices to ensure that we maintain our competitive edge in a growing field. We monitor industry publications, such as Gartner Magic Quadrant report for Enterprise Content Management to ensure that we offer our customers the best possible solution and implementation for an ECM solution. We are expanding our commitment to the ECM market through the addition of both sales and technical consultants, adding additional product to our ECM portfolio and investing in the continued education for all our team members. We actively participate with a number of organizations to deliver seminar, webinars and both sales and technical presentations. We have invested significant time, effort and resources into the development of LOB integration solutions targeted a Federal, State and Local and other government agencies. Along with our ECM practice we have leveraged our Web, SharePoint and Cyber Security expertise to provide custom solutions for requirements not delivered through the standard products.


FutureNet is a Gold Certified Value Added Reseller for Laserfiche a We are also a Microsoft Gold Certified Partner and an Oracle Gold Certified Partner. Our combined expertise with these systems gives us superior capability when it comes to integrating Laserfiche with other highly popular applications and databases. It also gives our team an advantage to managing migration of data from a legacy system to Laserfiche. As a company that not only installs ECM systems but provides document management services, we fully understand these systems from a user’s perspective.


A rough estimate would be that 100-300 organizations that have implemented our ECM solutions since the introduction of Laserfiche Rio® and Avante™.


The retention rate for Laserfiche is above 85%, one of, if not the highest in the ECM field, and one of the reasons Gartner has rated Laserfiche as highly as it has for the last 8 years.


Nationwide, 1000+ organizations implemented Laserfiche solutions for document and content management.


members will be dedicated to working directly with CPC’s participating agencies? How many staff members will be dedicated to sales, delivery, installation, configuration, deployment, training,

We will have 13 staff members dedicated to working with participating agencies, which is subject to revision depending upon how active the contract becomes. The breakdown of personnel and average tenure in their positions is as follows:

Sales – Two personnel with an average of five years of ECM sales and marketing experience;

Account Administration – Two personnel with an average of four years of contract administration experience;

While we don’t have K-12, Higher Ed, City/County, or nonprofit sales within this tristate area to report, we have performed Federal Government work within each of the states. For example, in 2014, we completed several projects under our US Army Corps of Engineers contract which encompassed performing services within South Dakota, North Dakota, Minnesota, Wisconsin, Iowa, Montana, Nebraska, and Colorado. Likewise, also for the Federal Government, we provided services to the 88th Regional Support Command at Fort Snelling, Minnesota on a contract. Total gross sales within the Tristate area (ND, SD, and MN) under this contract exceeded 3M over the three year period referenced.

maintenance and support? Of those mentioned, please include the average tenure in their job duties.

Delivery, Installation, Configuration, Deployment – One Project Manager with Laserfiche Gold Certification and 6 years of experience and three technicians/programmers with an average of three years of experience; and

Maintenance and Support – Three personnel with an average of three years of experience.

Should the activity rise to a level requiring augmenting that staffing level, we have a large pool of contract personnel that are trained in Laserfiche implementation as well as personnel from our subcontractor, Global Solutions Group. FutureNet’s pool currently is comprised of in excess of 100 IT and ECM professionals who would be available to support on this contract should volume dictate; their tenures range from three- to eight years of related experience.


FutureNet has four (4) U.S. offices and two (2) offices overseas, in addition to personnel located on-site at several locations. Home Office:

Detroit, MI Other U.S. offices:

Washington, DC Ft. Jackson, SC West Palm Beach, FL

Offices outside the United States: Qatar India

Additionally, we have personnel located on-site at several locations. 23. If awarded, how does your

company plan to inform and train your sales and customer service representatives on the details and promotion of the contract?

Our sales and customer service staff are brought in prior to award of a contract, and contribute their knowledge to the preparation of our proposals. Once awarded, our staff will be briefed via regular meetings and webinars. Personnel attending any conferences serving the CPC members will be provided with and trained on the most current demonstration and informational materials.


We will be able to service all regions.


If an agency shows interest in our solution we would first schedule a meet to review with that agency their requirements and vision. We would then document and review their requirements, review their current systems and see how these systems are used in their daily operations. We would then work with the agency to see how we can leverage these technologies to preserve their investment and minimize change to the organization. Experience has taught us that a key component to success is to reduce the amount of moving parts and keep the solution as simple as possible. The processes of gathering and understanding the requirements are similar but the solutions tend to be significantly different. Cities and Counties and nonprofit organizations have specific sets of information they wish to manage which is typically differs from Higher Education. Land Records, Citations, Assessing and Property tax are but a few of the departments a government agency needs to manage while Higher Education needs to manage student records, schedules, testing and other forms of information focusing around the educational vertical. How the information is accessed, used, distributed and the length of time it needs to be retained are all unique to the information being managed. While all information may have similar attributes, how it is processed and stored can vary significantly.


perform their primary job tasks with little-to-no training with intuitive ribbon-style toolbars, tabs, and access features that are based with a familiar look and

The Laserfiche interface has been designed to be very intuitive. It comes standard with pre-set functionality attached to the toolbar which can be customized based on the needs of the user. The system is based on a Microsoft platform so that users can assimilate very quickly to the folder structures and folder commands. Within no more than two clicks of the mouse you can perform almost any task within the client.

feel of Microsoft products? Explain, if necessary.


Users are provided with the ability to customize their toolbar, customize the information displayed in every folder or queue and define their own saved searches/reports and customize the way results are displayed. Additionally, because user settings are stored on the server as attributes, they will be consistent across interfaces and can be preset by the system administrator.


Images opened in the Laserfiche Document Viewer are augmented by a variety of information panes that can be displayed alongside the image itself. These information panes can contain, but are not limited to, metadata, document thumbnails, annotation details, document text, related/linked documents, and document versions.


Auto importing images from a media device can be achieved using Import Agent although an additional configuration may be necessary to detect for new media devices connected to the computer. Electronic files stored in Laserfiche are opened in their native file application. Therefore, audio and video files will open in their native media player, and will have all play, stop, pause, etc. functionality that the media player offers.


The Laserfiche Search results interface provides users with a large amount of powerful options to further refine search results in order to find desired documents. Once a preliminary search has been performed, the full set of Laserfiche Search capabilities are available to narrow down results, and users can choose to modify whatever field values or other search terms were used to conduct the first search or add entirely new search terms to help refine the results. During all searches, users can easily sort through search results using a sortable column view that displays any relevant metadata fields associated with the returned entries. A screenshot is included of a search being refined by adding a field.


Yes, the client can enable users to view documents with a local of a specification application, i.e. Microsoft, Google, and Adobe. Laserfiche opens the application in native application. Native applications should be installed on user’s machine. Laserfiche has PDF viewer and Image viewer integrated so those will be opened in Laserfiche itself, although the option is available to open a PDF document in Adobe Acrobat or an image in MS Image Viewer, Paint, etc.


Yes, Laserfiche Audit Trail allows running a report for all actions by a user, such as documents accessed, metadata modified, or documents exported. The report can be exported as a csv file or printed out. Laserfiche also has the extensive capability to export data and documents to various file formats and can establish links to documents out of the system.


Documents in Laserfiche are organized visually using a nested folder structure. All of the capture and workflow tools provided by Laserfiche can automatically build out the folder structure so it's not in any way an impediment to throughput. The folder structure can be used to automate indexing through inheritance, segregate access to content through security and apply records management rules. Laserfiche also provides the ability to create different views of the system for different groups of users through the use of shortcuts and folder structures.


Laserfiche Web Access is a fully functional web based client that provides the ability to customize the user experience by allowing users to save searches and personalize column views. Additionally, users with the appropriate security rights are able to view different Workflow statuses directly from the client.

35. Does the Web client solution offer full support for Internet Explorer, Microsoft Edge, Firefox and Google browsers on the

Yes, Laserfiche Web Access/Client offers full support for Internet Explorer, Microsoft Edge, Firefox and Google Chrome on the Windows platform. Further, applications are available to enable users to view documents through nearly all “smart” devices.

Windows platform? Explain, if necessary


The Laserfiche Search interface allows for users and administrators to quickly and easily save and retrieve custom searches that they have configured. Any individual who has the right to search can create and save these custom searches.


Once a search has been run using Laserfiche Search, the results are displayed in a Results Pane that allows documents to be viewed and sorted by name and any associated metadata.


Searches in Laserfiche can be configured to run over all file formats stored in the repository, or can be customized to only include specific files types if desired. Our solution also provides hit-highlights which will appear in the search results and easy page-to-page navigation between the hits.


Yes, our solution provides the capability to not only retrieve and archive to the ECM system from the native Office tabbed ribbon toolbar, but also search and retrieve ECM stored content from directly inside the native office application. For example, when creating an Outlook email, the user can attach a document by running a search in Laserfiche from within the Outlook client.


Laserfiche Workflow is designed to integrate user actions directly from the Laserfiche Client. Users can interact with workflows in a variety of ways, including but not limited to changing document metadata directly from a document or folder, editing and saving a document, or by clicking on a Business Process button from the Toolbar. A screenshot is included of a Business Process button, which a user can click on to launch a workflow directly, as well as the Business Process pane which displays instructions and other helpful information to a user regarding an in-progress workflow.


Offline mobile workers will be able to perform Check-In/Check-Out on documents. Users can check-in/check-out documents from the Laserfiche Client or through the Laserfiche Microsoft Office integration. Once checked-out, a document is stored onto the user's local computer, and the copy within Laserfiche is locked for editing until the document is checked-in. Administrators can force check-in a document if the user has lost it or it is not turned in on time. They will also be able to complete web forms and capture signatures from their devices.


The proposed solution includes purpose built application for the iPad and iPhone and includes a lightweight version of Web Access for the other mentioned mobile phones and a tablet friendly version of Web Access for the tablets.

The Laserfiche Mobile app includes full support for Laserfiche business processes. Users can now start business processes, view business process instructions and review process history directly from their phones and tablets. Additionally, Laserfiche Mobile supports:

Geotagging: Users can automatically capture the geographic coordinates of an image and store them in a document field.

Updated security: In order to protect against the inherent risks of mobile devices, administrators can enable automatic logout after a period of user inactivity.

Updated searching: Search results now include content within a specific folder and annotation text.

Annotations: Users may now see annotations on documents in Laserfiche Mobile. Libraries: Laserfiche Mobile on the iPhone now supports creating and organizing

libraries

Laserfiche Mobile Add-on 9.0 can be installed on any machine that has Web Access 8.2 and higher and now contains its own Laserfiche Mobile Configuration page.


Drag-and-drop is one of the capture methods for content in Laserfiche. Folders can be set up and used to organize all content, including emails and attachments. Workflow can be used to automate the classification and indexing of emails and attachments.


Laserfiche can directly map email properties to metadata fields to index emails automatically with zero data entry.


Laserfiche can archive e-mails along with many other kinds of electronic file types. These files will have a cut-off and retention schedule (which are customizable) applied to them. Files (e-mails included) can also be frozen to prevent any further action from being taken.


Yes, with Laserfiche email and attachments can be stored together as 1 document, or they can be separated and stored as multiple documents. Also, our integration with Microsoft Outlook allows for automatically extracting message properties as metadata.


Once imported into Laserfiche, all emails and attachments are fully searchable by index values and/or full-text search.










Ability to capture and index documents from a remote

Laserfiche has multiple capabilities: Scan documents and Information: Laserfiche Scanning’s Basic Mode is a quick and simple method for importing individual documents one by one. This setting is ideal when you aren’t working with huge volumes of paper. Laserfiche Scanning’s Standard Mode enables you to digitize multiple paper documents at once and pre-set image enhancements and document properties so you get clean, organized digital documents every time you scan. Verify documents once electronically captured: Laserfiche has a component which is known as Quick Fields that will be conducting the extraction, indexing and population of fields and templates for the document. We can configure this component to notify the user if due to some reason fields were not filled in and will not proceed until the field is populated. This proves as a verification process which ensures that documents are properly classified and information does not go missing. Import documents and information: Aside from Laserfiche Scanning, our solution has a variety of ways to capture information.

Drag and Drop: Dragging and dropping is the simplest form of capture. Simply select an entry and drag it into a folder in Laserfiche.

Laserfiche Snapshot: allows you to print electronic documents directly into the Laserfiche repository.

user through a web-based connection.



Microsoft Office Integration: allows you to save office files directly to the laserfiche repository from the native application ribbon bar.

Laserfiche Import Agent: you can monitor certain network folders and import documents from them into the Laserfiche repository. You can schedule the utility to look for documents during a certain time frame or on a continuous basis.

Laserfiche Quick Fields: allows to import physical can digital documents. Ideal for processing large number of documents.

Laserfiche PhotoDocs: allows you to convert photographs into Laserfiche documents

Laserfiche Mobile: This mobile application allows one to import content from the supported mobile devices directly into laserfiche repository.

Automatically classify documents: Using Laserfiche Quick Fields, our solution will be able to automatically classify the documents. Once we have made the proper configurations, our solution will be able to extract the text from the document using OCR and plug in specific text into the respective fields and templates for classification. Extract information and index documents: We will be using Optical Character Recognition which is bundled with our solution. This will be used through the Laserfiche Quick Fields which will extract the information and index them into the appropriate fields, templates. Process can be done using unique identifiers, pattern matches, and even barcodes. Define and apply business ruled to validate extracted data: We can define and apply business rules through our Workflow to validate the extracted data. This means that once documents are being classified, these rules can trigger missing fields and alert the user that the fields are missing. Process will not continue unless the field is populated. Deliver images and data to a destination of choice: Users have the ability to export the images/data to a destination of their choice. Also, in addition, we can configure a workflow and Quickfields session to automatically route the images and data to the respective destinations within the Laserfiche repository. Ability to capture and index documents from a remote user through a web-based connection: Yes, this option is fully supported with our solution. Through a web-based connection, users will be able to capture index documents from a remote location so they are not constrained to perform the capturing and indexing services from the workstation. Ability to perform quality assurance of imaged documents: Our solution comes equipped with quality assurance of imaged documents. For example, this can be performed using Workflow or Quick Fields or a combination of both. If you're just looking for an automated way to find documents without pages or metadata so you can make corrections by hand, then a simple Workflow can do this. However, if you also want to make the corrections with minimal or no human intervention, then you'll likely want to use Quick Fields. It will of course depend on exactly what data you're trying to extract, but for most cases, Workflow and/or Quick Fields will have the tools to do it. For example, Quick Fields can be used to identify pages that seem to be blank or are missing text in a certain area, and then scanner operators would only have to manually inspect those 'problem' pages/documents rather than everything. Capture process for page separation and retrieval: Laserfiche Quick Fields takes care of this process with ease. Once batches of documents are imported into system, Quick Fields will use the unique identifiers to separate, classify, the documents and route them to a specific location within the Laserfiche repository.


Both Laserfiche Scanning and Laserfiche Quick Fields can scan documents from a network location, and Laserfiche Import Agent can schedule automatic bulk import from network locations. Whichever way the documents are imported, users can simultaneously view and index the documents as described.


Our system has a flexible connector that can allow for multiple levels of integrations with a variety of applications. Here are some of the integrations.

Microsoft Office Tamarac CRM: The integration between Laserfiche and Tamarac allows for

easy interaction with Laserfiche Documentation from the CRM interface. Clicking the Laserfiche tab located in Account, Contact, and Lead entities

provides full access to corresponding documentation stored in Laserfiche. This Integration utilizes Web Access functionality to upload or scan in documents, export electronic files and briefcases, create files and folders, and edit Template data. The Administration Configuration Page allows for mapping between Laserfiche Template Fields and CRM Entity Attributes to optimize the searching within Laserfiche. Upload different Laserfiche briefcases per Account, Contact and Lead to create specific subfolder structures, in the event that the contact folder structure does not exist in Laserfiche. This feature ensures that users will find or create the appropriate contact within Laserfiche when using the Integration

SLIPGen: SLIPGen divides and conquers by separating the capture process and putting the responsibility in the hands of right people at the right time. SLIPGen leverages your Laserfiche database, folder trees, templates, and index fields to serve up metadata consistent to your repository. Using SLIPGen you can direct users to a standard indexing interface, which yields standardized results regardless of who indexed the document. SLIPGen provides a superior solution value by centralizing the scanning process, eliminating the need for multiple distributed desktop scanners, and allowing for the development of specialized personal skills used in an advanced batch scanning process environment.

SIGNix: SIGNiX is a leading independent e-signature solution that provides the ability to electronically sign documents. After documents are signed using SIGNiX’s cloud based solution, the e-signatures are considered valid and legally defensible, without requiring any additional third party validation or licensing requirements. Laserfiche’s integration with SIGNiX will enable customers 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 customers 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.

Salesforce: The Salesforce Integration by Cities Digital brings Salesforce CRM information together with Laserfiche Document Management. From the Salesforce interface, users can access documentation pertaining to their Accounts, Contacts, and Opportunities, as well as create new folders for new contacts. This integration can connect to Web Access for full Laserfiche functionality and/or WebLink for a read-only view of documentation. The configuration allows for the use of tokens to build dynamic Laserfiche Folder paths for the contact documentation, as well as the application of Laserfiche Template Field information. Upload a briefcase per Salesforce entity to keep consistent folder structures, and choose between Laserfiche Web Access or WebLink for viewing the client documentation in the Salesforce interface. The Salesforce Integration for Laserfiche makes importing and distributing content more efficient. This leads to more functionality with Laserfiche Workflows and better business processes.

PlanetPress: PlanetPress Suite is a professional software solution that enables the easy creation of transactional and promotional variable content documents as well as offering advanced automated distribution and workflow management capabilities. Documents created with PlanetPress Suite can be printed, archived (built in Laserfiche connector), emailed, faxed and/or pushed to cloud for tablet presentment as part of a sophisticated output management application driven by PlanetPress workflow tools. Conditional text, barcodes, business graphs and images can be incorporated based upon information contained within the data stream. Planet Press Capture provides the ability to link the Anoto digital pen with Planet Press documents, resulting in the ability to digitally capture (without scanning) inked pen strokes on paper as part of a workflow process. Lastly, PlanetPress GoFormz extends document workflow into the cloud for mobility users. PlanetPress documents can be presented to tablet users where documents can be marked up, signatures captured, images added to document via tablet camera. Completed documents are returned from tablet users via the cloud and then processed as part of a PlanetPress workflow.

Parascript: Parascript®, LLC, a leading machine print, handprint and cursive recognition technology provider, can integrate with Laserfiche technology to

enable recognition of cursive, as well as hand-printed, information from paper forms. The integration will give value added resellers; enterprises; federal, state and local governments access to, often untapped and frequently the most challenging, information to be recognized from paper documents at a much lower cost than with manual entry.

ABBYY FlexiCapture: ABBYY FlexiCapture is a data capture add-on for Laserfiche that automatically identifies documents, captures business-critical data contained in them, and delivers the data into Laserfiche repositories and workflows. It replaces costly and inefficient manual operations with transparent electronic processes—reducing the cost of operations, shortening time to revenue, improving predictability and ensuring compliance. ABBYY offers a comprehensive data capture add-on for the Laserfiche solution that accelerates transactions, improves customer service, provides visibility and more data for improved decisions, and ensures compliance. The solution scales from a desktop installation to a distributed, high volume environment where the data being captured is core to driving a business process or customer service operations.

JustFOIA: JustFOIA is a user-friendly, fully hosted program that helps organizations track and manage Open Records Requests. Our goal is to help automate the Open Records Request process to reduce staff workload, assure compliance, and gain insight through enhanced reporting. JustFOIA was built to be easy to use and implement, allowing organizations to start seeing the benefits of the system within a few weeks. The solution requires no additional hardware, licenses, or IT support. All completed requests can be stored in Laserfiche for archiving, searching, and retrieval as needed. JustFOIA handles the entire life cycle of the Open Records Request process, which starts with standardized electronic intake of requests, and manages the requests all the way through fulfillment. JustFOIA also provides analytical reports to help organizations know how they are performing in regards to fulfilling records requests within the required time frames. Service includes unlimited users for one affordable price.

Granicus: By combining the power of Granicus’ industry leading agenda management and transparency solutions with Laserfiche’s industry leading records and document management solutions, government agencies can optimize legislative file creation, retention, and transparency without complexity. Working together, the two solutions are helping more than 1,000 local governments manage the entire lifecycle of their files — public records, legislation, and documents — with greater efficiency and openness than ever before. Through the Laserfiche + Granicus integration, government organizations can seamlessly archive content between systems. As a result, record creation, retention, compliance, and transparency in the legislative process is much easier to manage and there is no duplication of effort required across multiple systems.

Cerenade eConnector: Cerenade’s Visual e-Forms family of products enable users to create and manage user-friendly and WYSIWYG electronic forms and easily integrate these forms into a Laserfiche environment. Cerenade Forms Server is a web portal for publishing Cerenade forms to the web. Cerenade Filler is a client-side application that provides users with the ability to Fill, Save, Print, Spell-check, add annotations, e-mail, Submit and Save to Laserfiche. Cerenade Filler runs on-line as well as off-line. The “Save to Laserfiche”• option saves the form inside Laserfiche for further processing by Laserfiche. Cerenade filler is FREE for all users. Cerenade eConnector for Laserfiche is an optional application that generates a Laserfiche template every time a user submits a form to be saved into Laserfiche via Cerenade Filler. Cerenade Connector for Laserfiche is a .NET Service that monitors and processes a repository of forms to be saved.

Redtail CRM: The integration between Laserfiche and Redtail CRM allows for users to access client documentation stored in Laserfiche from the Redtail CRM interface. By clicking the Laserfiche button located in Redtail CRM provides full Laserfiche access to corresponding documentation. This Integration utilizes Laserfiche Web Access functionality to upload or scan in documents, export electronic files and briefcases, create files and folders, and edit Template data.

Junxure: helps users image enable and scan into Laserfiche. With a click of a mouse users can link customer records to folders within Laserfiche. All documents that are stored in Laserfiche will appear in the documents tab within Junxure per client. Using this integration, organizing documents in Laserfiche is

simplified by using the auto-filing feature. The auto-filing feature allows for easy synchronization between Junxure and Laserfiche when adding new documents within a given folder. All features provided by Laserfiche are seamlessly integrated into Junxure, and documents are accessed in Laserfiche through the documents tab, providing access to documents without needing to train users on a new system. The Junxure Integration supports barcode creation via Dymo label printers. It also supports the automatic creation of subfolder sets. The Junxure Integration automatically imports all documents stored on the “P:\” drive into Laserfiche.

DocuNav GeoDocs: DocuNav GeoDocs is an enterprise-class Web services tool that unites ESRI ArcGIS Server v9.2 or higher and Laserfiche Web Services v9 or higher. GeoDocs enables users to locate critical documents in Laserfiche directly from the Esri map without searching in Laserfiche as well as index/attach documents stored in Laserfiche to the Esri map by simply right clicking.

Laser App: Laser App® provides forms filling solutions for broker-dealers, financial advisors, insurance agents, and others in the financial industry. They prefill the most current forms, creating forms that are legible, current, and In Good Order. Additionally, reps become much more efficient because they aren’t spending hours filling out forms every day. Laser App leads the financial industry in forms filling with over 100,000 users and over 340 broker-dealers.The Laserfiche Integration with Laser App enables Laser App users to make use of all the normal Laser App features, like filling out forms in the Laser App® interface, but adds the ability to post these forms as PDF to Laserfiche for validation and further processing. Metadata can be reused to configure which folder the form is sent to, what the document’s name will be, and may map the Laser App® form fields to Laserfiche fields.

DocuSign: DocuSign® is the global standard for eSignature and eSignature transaction management leader. DocuSign automates manual, paper-based processes with the only open, independent, standards-based platform for managing all aspects of documented business transactions, including identity management, authentication, eSignature, forms/data collection, collaboration, workflow automation, payments and storage. DocuSign accelerates transactions to increase speed to results, reduce costs, and delight customers with the easiest, fastest, most secure global network for sending, signing, tracking, and storing documents in the cloud. DocuSign helps companies securely collect information and payments, automate workflows, and sign anything, anywhere, anytime, on any device to do business faster and better.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.

Please refer to Laserfiche’s integration marketplace to view the many more integrations. https://www.laserfiche.com/products/marketplace/


Laserfiche Import Agent can monitor any number of folders on a network, and automatically import any images that appear in those folders. Through this functionality, users can capture documents through MFPs, and fax servers can output to the file system to have faxes automatically imported. Workflow can then distribute these documents automatically. A big advantage of Import Agent is that only one instance can service any number of MFPs, fax servers, and related devices. For direct integration between MFPs and Laserfiche, we have several Professional Developer Program members that provide more direct functionality.


Just to define terms, index values are called fields and fields can be grouped together as templates to define an indexing schema for a specific document type. Index fields are defined through the Laserfiche Administration console and all defined field criteria is respected by every Laserfiche scanning interface as well as every method through which documents can be brought into the system. Laserfiche bundles OCR and full-text indexing capabilities and utilizes a proprietary indexing structure and full-text search engine. In addition to indexing every word on every page, we index their locations which allows us to highlight search parameters on images, automatically redact index

https://www.laserfiche.com/products/marketplace/

information when images are redacted and simplify the use of markup tools such as underline and redline. Laserfiche provides the ability to index the text of electronic documents through the use of iFilters. Indexing can also be applied at the document and folder level through fields and templates where templates are simply collections of fields. Fields are user defined and can be customized to meet an organizations needs through configuration of data type, drop-down list, format masks and dynamic properties.


Laserfiche annotations include the ability to securely redact information from a document image as well as from the document’s searchable text. These redactions stay with documents, even if they are exported from the Laserfiche repository. This can be done configured to redact the information automatically.


Many of our capture tools are designed for different types of capturing. Our capture tools have configurable options to improve the document in many ways including image enhancements such as despeckling or deskewing the document, OCR (including Zone OCR), Barcode reading, auto-redaction, automatic field population, blank page removal, column views, and much more.



We have several applications that can allow for screen-scraping or image-enabling and search the Laserfiche repository for related documents. This application works from any desktop or web application.


In addition to being able to send e-mails to your Laserfiche repository from Outlook, and attach Laserfiche documents directly to e-mails you are sending, you can also now save to your currently-open folder in the Laserfiche Client, or save attachments to Laserfiche without including the associated e-mail message. All of these tasks are simplified by a “Laserfiche” tab in the menu bar. Emails can be dragged and dropped from Lotus or GroupWise straight into the Laserfiche client to be saved. The user would be prompted with the standard metadata dialog, although automatically extracting the To, From, Subject (etc.) values is not possible. At least the file does not have to be saved to a local drive before being imported. Import Agent can also import the emails, but is probably an unnecessary step when direct drag & drop can be used. One advantage that IA would provide is being able to default some of the metadata based on which Windows folder the user drags & drops the email file to (Document Type = Email, Category = Correspondence, etc).


The Laserfiche SDK has been built with a highly flexible application programming interface (API). This API uses a fully managed .NET interface to communicate with third-party systems, which means that Websites, scripts, Windows applications or anything else that is compatible with .NET libraries can easily communicate with the Laserfiche Server. Additionally, Component Object Model (COM) and Java libraries are available for use.


Yes, our solution supports the ability to synchronize data in real-time behind the scenes without affecting the performance of the system. It depends upon synchronization tasks. Laserfiche can push and pull the data with some customization. For example: Scenario 1: Fill document metadata automatically

Create a workflow which is configured to run on schedule Workflow will pull the information from database with some uniqueness of the

document Workflow will search the entry based on uniqueness from Laserfiche Update metadata information to Laserfiche document from database

Scenario 2: Update database with document metadata automatically to show information in custom application

Create a workflow which is configured to run on schedule Workflow will search the entries to fetch metadata Workflow will push/update entry to database with entry ID

Custom application will show the list of documents with metadata You can create a separate search application to find the documents from metadata Provide a link of LF Web Access and open the document to view

59. Does the solution offer the ability

to trigger events when information changes in the business system or the ECM system? Explain, if necessary.

Yes, once configured, our solution can be triggered through active workflows whenever information changes in the business system or in the ECM system. E-mail notifications can be sent out and also everything will be tracked in the Laserfiche audit trail which will record every action done by the user in a electronic report. Users will also be able to see the changes.



Yes, Laserfiche Workflow is one of the components that works in unison with the rest of the ECM solution. It connects with Laserfiche Server, which is the central server for all the components.


Workflow comes with over 75 pre-built activities that automate tasks within Laserfiche. For example, routing documents, email, rename, fill out PDF, insert data into database, query data from database, delete, apply security, etc. Custom activities can be scripted using VB.NET or C# for more advanced functionality. Workflow also offers web services to create a seamless integration with other applications. Our comprehensive Workflow SDK will also allow you to create your own Workflow activities if it is not already present. Laserfiche is flexible and configurable enough that, since no two installations look the same, it's simpler to build a new workflow than work from an existing template. Workflow does not ship with any pre-designed business processes. We do make sample workflows available on our website though, along with example templates.

62. Immediately upon import, based on the document type, does the solution automatically identify with which workflow processes to associate a given document?

Starting rules define when a workflow should be initiated. Whenever an action takes place in the Laserfiche repository, Workflow is notified of that action and checks the properties of the action and determines if it meets any of the pre-defined conditions of a workflow. In the event that the conditions are satisfied, the document will enter the workflow with the specified starting conditions. If the starting conditions are not met for any of the workflows, the document will not enter a workflow.


Workflow can search for the documents within a "packet" or folder and determine which one is missing based on some configured logic. When a missing document is found, the document is put in a "missing documents" field and the appropriate user is notified via email. A common configuration is to have Workflow simply rename a document when missing pages. For example, if the second page is missing, workflow can append "**MISSING PAGE 2***" to the name of the document. Essentially any notification system that you prefer could be configured easily though.


Workflow comes standard with a "Parallel" activity, allowing users to define multiple separate paths for a document to follow simultaneously. Multiple users can then work on the same document at their convenience, rather than waiting for someone else to finish their part.


Although our ECM workflow does not come with a native electronic form application, it is provided with our overall solution which is known as Laserfiche Forms. You will be able to digitally capture, route and approve forms. Design and modify electronic forms quickly without any programming. Ensure accurate and secure data collection. Accelerate and optimize business processes. Build web forms in minutes. Replace paper forms with easy-to-design web forms that can be published on intranets or public websites. Create and publish e-forms with an intuitive forms management system that requires no coding or scripting. Easily create attractive forms with preconfigured templates or customize them with editable fonts, colors, uploaded images and layout options. Drag and drop a wide variety of fields, checkboxes and radio buttons onto your form to collect the exact information you need, in the precise format you require. Change the look and feel of a form – or add and delete questions from it – at any time, without requiring programming assistance. Securely capture accurate data. Automatically pull data from primary applications to prepopulate forms, reducing the need to rekey or manually validate information.

Designate required fields so forms won’t be submitted with incomplete fields or incorrect data types. Help ensure the security of confidential information by requiring user credentials from authorized staff to access submitted data. Maintain records of submitted information by automatically saving completed electronic forms in the Laserfiche repository. Process forms easily, quickly and cost-effectively. Ensure appropriate action is taken quickly with user-defined approval processes and task lists. Review and approve submitted forms from a tablet or smartphone, web browser or email. View reports of all submitted forms, pending and completed tasks and approval histories. Automate submissions, routing and review. Enable authorized employees to create BPMN-compliant process models using drag-and-drop interaction. Kick off routing and approval workflows when web forms are submitted. Ensure tasks are completed on time with automatic notifications. Modify existing processes and add users without the need to install additional business process automation software. Enhance teamwork and collaboration with social business process management features including threaded discussions, Q&As and checklists.


Laserfiche Forms has been built by Laserfiche and is tightly integrated with Laserfiche solution. Forms creation is done through an intuitive, drag and drop GUI while giving programmers the ability to add more functionality using JavaScript and CSS if desired.



Laserfiche Audit Trail lets you track activities performed in a Laserfiche repository. For example, you can track when a template is added to a document or folder, when a new version of a document is created, when a document or folder is deleted, and much more.

Audit Trail highlights include:

Accurate, 24/7 tracking of document access, giving insight into who is accessing what information and for what reasons.

Instantaneous reports of the detailed audit log. Quickly search by the document name, folder, first and last visited, expiration

date, and total count of visits. Precise monitoring of employee productivity Accurate, real-time recording of events and activities. Easily customizable reports and queries System administrator controls file security


Out of box, Audit Trail comes with over one hundred activities that are tracked in the Laserfiche Repository. The moment the user logs in, Audit Trail records nearly every action the user takes: folders and documents clicked/opened, metadata changed, annotations, deletions, document creation, export, and more, as well as the time and location these activities took place.

Three editions of Audit Trail are available to monitor the Laserfiche repository according to the needs of diverse organizations.

Starter: Track who accesses and modifies which documents. Generate reports on the life cycle of documents for compliance audits. Save frequently viewed reports. Simplify the creation of reports with the Report Wizard.

Standard: Monitor both successful and failed actions, such as attempts to modify

documents. Fine-tune auditing to record the actions of individual users. Log changes to user groups

Advanced: Track who assigns which rights to which users. Maintain records of searches performed in the Laserfiche repository. Require users to submit reasons for printing, e-mailing and exporting documents. Enforce the application of Watermarks containing the name of the user

responsible for printing, or other information. Monitor attempts to change passwords.

69. Does the ECM solution’s

reporting tool directly integrate with Microsoft Excel, allowing users to build reports natively in Excel utilizing the ECM solution’s attributes? Explain, if necessary.

Yes, most data within the system can be exported as a csv file to run desired repots. This includes data from the repository and Audit Trail.


Yes, Our ECM solution provides the ability to access the dashboards and reporting services from any location, provided with the proper network connection.



Yes, our solution allows an unlimited number of index values per document.


Content is classified/categorized within Laserfiche by the folder structure it is stored in and the metadata that is assigned to it. For example, a user may manually enter a "type of document" field to classify the document and the system will automatically store it in the appropriate location. Documents within Laserfiche are organized into customizable folder structure that is modeled on the Windows Explorer folder interface, and are assigned metadata which provides additional information about the documents. Both the folder structure and the metadata within Laserfiche are set by users or administrators, depending on security permissions. Laserfiche can automatically classify a document by using any property of the document, such as type of form, barcode, data within the form, and document name. Documents are categorized using field values. For example, a "Type of Document" field allows the system to know what type of document it is so it can be routed and archived in the appropriate location.


Yes, Laserfiche supports an unlimited number of document types. If Windows can store it, so can Laserfiche. There are no file type or size limitations.


There are no technical limitations to the size of documents that can be stored in Laserfiche. All documents, of all types and sizes are fully supported at the server, desktop client, and web client level. Hardware configuration and connection speed may serve as bottlenecks, but Laserfiche is fully capable of storing, working with, and serving up essentially any document. For example, many police departments use Laserfiche to store video of interviews with suspects. These interviews may last for several hours and can result in multi-gigabyte files, but storing and accessing them later with Laserfiche is a simple task. There is also no page number size limit for the web portal.


Windows file servers, Linux file servers, Unix file servers. Laserfiche is "hardware-agnostic" when it comes to storage options. Documents can be stored archived in any location that can be accessible via a UNC path. This means that storage locations can be on any file server and the operating system of that file server does not really matter. Also for CDs, DVDs and Blu-rays, we have a specific module called Laserfiche Plus that allows "publishing" a set of documents to optical drives. This serves two purposes: a) archival and b) sharing documents with clients or users who don't have Laserfiche.


Any file type that can exist in a Windows environment can be stored in Laserfiche in its native format. The system stores these files in their native format and opens them with the application associated with their file type.



All administrative tasks are performed through an intuitive, graphical interface. Additionally, administrative tasks can be distributed through the use of 'permissions' that govern which administrative tasks each user or group can perform. Administrative functions such as defining document types and index values should be performed by someone with the technical ability to format a MS Excel spreadsheet. Functions such as user administration and security settings should be familiar with setting Windows security settings as ensuring the security of the information managed by the

system should only be entrusted to well-trained professionals. Laserfiche provides online certification courses that allow organizations to ensure that the people they trust to administer the system are well qualified.


Workflow is comprised of primary components and administrative components. The primary components are: Workflow Designer: The component you will interact with the most. This component is where you build and publish your workflow definitions. Workflow Server: The component that runs workflows. The Workflow Server receives notification from the Workflow Subscriber when a change is made to a Laserfiche entry that satisfies a starting rule or wait condition. See Choosing a Workflow Server. Workflow Subscriber: This component acts as a link between the Workflow Server and the Laserfiche Server. The Workflow Subscriber receives notification from a Laserfiche Server when a change is made to a Laserfiche entry. It evaluates the event to determine if a starting rule or wait condition is satisfied. If so, the Workflow Subscriber notifies the Workflow Server. Workflow Web: A website that allows you to view Workflow definitions and search for workflow instances. This component is a lightweight alternative to the Workflow Designer if you only need to view workflow information. The administrative components are: Workflow Administration Console: This console provides a variety of tools that let you monitor and modify information for each Workflow Server the console is connected to. For example, you can see a list of your currently running workflows and business processes, view a history of when workflow and business process modifications were made, monitor starting rules and wait conditions, update your Workflow Web service, and configure security settings. This console is an optional install. Workflow Configuration Manager: This manager guides you through the configuration process for your Workflow Server, Workflow Subscriber, monitored repositories, e-mail servers, trustee directories, and Workflow Web service (if installed). Workflow Server: Enables you to configure properties associated with the Workflow Server, such as login accounts and the SQL database that will store Workflow data. This must be configured before using Workflow. More information. Workflow Subscriber: Enables you to configure properties associated with the Workflow Subscriber. This must be configured before using Workflow. More information. Monitored Repositories: Enables you to configure repositories the Workflow Server can interact with. You can also specify the repositories to which each Workflow Subscriber will be registered. This must be configured before using Workflow. More information. Email Servers: Enables you to specify the SMTP servers through which the Workflow Service will send e-mails. More information. Trustee Directories: Enables you to specify the trustee directories that will be accessible to Laserfiche Workflow. More information. Workflow Web Service: Enables you to start business processes from the Laserfiche client applications. More information. Building a workflow is as easy as selecting and configuring activities: pre-built, configurable processes designed to accomplish a specific task. Building a workflow involves using an intuitive interface that utilizes demonstrative icons that are placed in a design field using simple click, drag, and drop. Laserfiche Workflow contains over sixty activities, including Route Entry to User, Assign Tags, Assign Template, Email, and more. A Look at the Laserfiche Workflow Designer Interface: Activities on the left of the screen are simply dragged and dropped into the design field in the middle of the screen. It contains branching activities that are designed to handle multiple scenarios and make decisions as to how a workflow should proceed. Decisions can be made based on a wide variety of criteria, including the value of a field, the number of documents in a folder, or the name of a document. Laserfiche Workflow also enables users to extend its functionality, allowing them to build workflows that interact with third-party software, databases or perform custom actions. Users can insert custom built VB.NET and C# scripts into one of Laserfiche Workflow’s scripting activities, or they can design their own activities. Designing and Implementing Workflows:

The simple, intuitive, and customizable interface lets users drag and drop activities onto a workflow and configure how they should perform. This functionality allows the user to:

Trigger workflows when specified events take place in your Laserfiche repository.

Define exactly which events should trigger a workflow using flexible conditions. Limit starting rules to specific events, users, repositories, folders, etc. Route documents based on conditions you define or different actions to be taken

before or after a deadline. Perform two activities in parallel based on specified conditions. Configure a workflow to wait to proceed before a specified condition becomes

true. Create custom tokens using regular expressions. Create and run custom Laserfiche Workflow activities with VB.NET or C#

scripts. Workflow Operations Import and export workflows from one location to another, including exporting

as Windows Workflow Foundation definition to share workflows with other applications.

View detailed information about the performance of workflows, such as current status, errors or warnings, names of documents they interacted with, and when completed.

Manually terminate, pause, or resume workflows as they run. User and Group Properties and Security Assign users custom properties for Laserfiche Workflow routing and decision-

making, such as working folders in the Laserfiche repository, e-mail addresses, and supervisors.

Administrators can specify what actions users can perform in the Laserfiche Workflow Designer, such as permission to view a published workflow, but not to edit or delete it.

Set Laserfiche Workflow security based on Laserfiche or Active Directory trustees.


If system administrators allows access to the business users, business users can have the permission to modify business processes without having to rely on a system administrator to make those changes.



FutureNet has not gone through SSAE 16 or SOC 2 certification. SSAE 16 and SOC2 certifications are for an organization to obtain, in this case, Culver City for its databases/servers. What we do is work within the parameters of any certifications our client has or intends to obtain. Since Laserfiche does not implement its own database server as storage solution, it relies upon either SQL Server or Oracle for the underlying database, depending on the requirements of the client. Both SQL Server and Oracle support various encryption methods which reflect the requirements for SOC1 and SOC2 certification, such as data security, availability, integrity, confidentiality and privacy of the system and its information. Because Laserfiche uses SQL or Oracle, the data requirements are automatically incorporated into Laserfiche.


The two major methods for logging into Laserfiche are though Laserfiche’s internal security, or through Windows Active Directory. In either case, the full features of Laserfiche security are available. For most deployments, Active Directory with linking between AD groups and Laserfiche groups is recommended. This allows for simple administration and single sign-on access. Further, the use of hybrid security is fully supported. So, most users could access the repository through their standard Windows account, while users (such as third party contractors, for example) external to the organization can be granted access through standard Laserfiche security without having to provide them with Windows Credentials.


Laserfiche is an excellent tool for enhancing an organizations compliance with PCI standards. Compliance with these standards generally boils down to three parts: (1) internal access enforcement; (2) external access enforcement; and (3) a recording of access history. For the first, the answer to requirement #1 of this section (Security Requirements) explains

in detail how Laserfiche provides a rich set of tools for protecting sensitive content when a user is within the system. For protecting the information from external access (e.g. through someone browsing through the network file system or reading from the backend database), Laserfiche Server fully incorporates the use of Windows Accounts for logging itself into the network. This allows system administrators to set up a special Windows user for the Laserfiche Server that has access to the file and the database, and then restrict access from everyone else. All access to information that is provided by Laserfiche is done then through this user. No other users, save one for backup and support purposes, on the network then need be able to access this information through Windows. For further security, Laserfiche is fully compatible with Windows encryption. Communication over SSL is also fully supported so that the data cannot be intercepted and accessed when travelling between the client and the server. The final piece of the compliance puzzle is tracking information access. The Laserfiche system is capable of recording most all interactions between documents and users. While, for practical purposes, we do not recommend tracking every event that could possibly be recorded, we do make all the options available so the right fit can be determined for each organization.


Our solution can accommodate multi-departments involving numerous administrators. We can have a central systems administrator apart from the other administrators to control and separate the workflow administration privileges for the other administrators by removing and enabling access rights to certain actions.


groups.

The Laserfiche Web Administration Console allows administrators to perform all of the same tasks via the web as they would be able to from our desktop Administration Console. This includes the creation and modification of user accounts, creation and modification of security settings, and full password control.



Laserfiche Rio comes with unlimited Laserfiche Servers and repositories, making it possible to create development, test and disaster recovery environments at no additional charge.


Laserfiche supports the expansion of an existing system through a variety of methods, the choice of which depends on what the specific use-case is for the expansion. An expansion could be facilitated by giving new departments access to the existing Laserfiche repository, or by giving new departments their own separate Laserfiche repositories to store documents in. Using Laserfiche Rio, entirely separate Laserfiche Servers could even be set up for each department at no additional cost. In any of these cases, the system would consist of out-of-the-box Laserfiche software and would be able to be centrally administered.





stored in the ECM repository.

Laserfiche is a highly scalable ECM platform. Several customers have scaled up usage after Laserfiche has been implemented. The following information is from a current client. Due to confidentiality concerns, we will refer to them as “Company ‘X.’”

Peak number of users in a single instance at one time: Company “X” is one of our biggest customers and the largest number of users they have observed at one time is over 230.

Peak number of retrievals per hour: It is not possible to provide an exact figure for this since it is not a commonly used metric for scalability.

Peak number of documents per day: Company “X” uses Laserfiche Quick Fields (automated batch processing) to ingest over 50,000 documents per day.

Is ECM solution licensing based on concurrent users?

Peak number of documents stored in the ECM repository: Company “X” manages a Laserfiche repository with over 5 million documents and 100 million total images.

Our ECM solution licensing is not based on concurrent users. 88. What is the maximum number of

documents the ECM solution can hold?

This will depend upon the hardware configuration the organization is currently using. Based on the hardware storage, Laserfiche will be able to store that much of data. Laserfiche uses SQL as the underlying database, and the SQL platform is scalable to accommodate increasing electronic storage requirements.



Upon award of the contract, we will arrange with the client to join us in a project kick-off meeting during which we will focus on Requirement Gathering & SOW, ensuring all interested parties are on the same page when it comes to:

Understanding the Initial Requirements ECM Topology Architecture Understanding the Initial Requirements for Integration & Customization SRS Documentation

Following the kick-off meeting installation and implementation will approximate the following schedule (to be finalized following the kick-off meeting):

FutureNet Responsibilities Client Responsibilities Baseline Specification (15 days):

Gather Pre-requisites for Installation (Service accounts configuration, Servers, Database)

License Manager Installation & Configuration

Provide inputs for configuration

License Manager Installation

License Manager Configuration (Configure Application, Assign Licenses)

Standalone Development Server Installation

Database Server ECM Server Workflow Server Web Application Server Audit Trail Server Laserfiche Client, Admin Console Laserfiche Web Access Laserfiche Forms Laserfiche Import Agent Laserfiche Workflow Laserfiche Quick Fields

Standalone Development Server Configuration

Templates, Tags, Metadata, Groups, Users, Configuration

Folder Configuration Implement Security (Provide access rights

for templates and folders) Implement Workflows

Provide inputs for folder structure, security and naming

Provide inputs for metadata for each unique template

Development Server – Release (10 days) Review Development Server Standalone Production (Main) Server Installation

Database Server ECM Server Workflow Server Web Application Server Audit Trail Server Laserfiche Client, Admin Console Laserfiche Web Access

Laserfiche Forms Laserfiche Import Agent Laserfiche Workflow Laserfiche Quick Fields

Standalone Production (Main) Server Configuration

Templates, Tags, Metadata, Groups, Users Configuration

Folder Configuration Implement Security (Provide access rights

for templates and folders) Implement Workflows

Provide inputs for folder structure, security and naming

Provide inputs for metadata for each unique template

Production (Main) Server Installation & Configuration Task – Complete (10 days)

Review Production Server and configuration

Import Data Import documents to test Development

Configuration Import metadata

Provide access to documents and metadata.

Test Successful and Approved by Agency (10 days)

Approve implementation.

Import data & metadata to production Integration Review migrated documents for

integrity/completeness Documentation

Installation Guide User Help Manual Admin Help Manual

Training

Admin Interface User Interface

Provide lists of personnel for each type of training

Work with FutureNet to schedule training for all users

Production (Main) Server – Release (5 days) The components to run Laserfiche have been successfully installed and configured on the production (main) server. The System is ready for data to be imported, integrated and created.

Final approval of the ECM system installation and configuring.


FutureNet provides a variety of technical support that includes onsite, telephone, conference call, and online. Our personnel can provide the support by making visits onsite. We have a dedicated Laserfiche technical support hotline, where users can dial in and contact our Laserfiche personnel. Our hours of availability are M-F, 9am-5pm. We can arrange for conference calls with online support to share screens in order to discuss and resolve the issue. Our response time is within 24 hours since the issue has been brought and depending upon the complexity of the issue we will provide the resolution times. For example, level 1 issues can be resolved within 24 hours. Level 2 may take 48 hours to resolve and so on.


New software releases will typically be brought to the client’s attention by the lead engineer assigned to the account. For post-implementation communication, the client is encouraged to sign up for the Laserfiche User News monthly newsletter that contains announcements on new product releases. Software updates are usually available for download from the Laserfiche Support Site at https://support.laserfiche.com. For especially urgent client hotfixes, the Laserfiche FTP site is the file transport mechanism of choice. Minor software updates are made available 3-4 times a year. Major software updates are released on a 24-36 month cycle. Once the client agrees to update the software, it is installed in a test environment first. Some basic smoke testing is conducted and the tests have passed, software is upgraded in the production environment. Please note that for

major software upgrades, a complete testing cycle may be necessary to ensure full compatibility.


The cost of software upgrades for is included in the Annual Maintenance Fee. Also included in the Annual Maintenance Fee is 20 hours of Professional Services. Any associated Professional Services required above and beyond 20 hours will be billed at an hourly rate.



Onsite Training: Our team will provide user training during the implementation of our ECM solution. We generally provide two types of training as follows:

Administrator Training will cover the tasks necessary to administer the software, such as adding, removing, and modifying users and user rights. In addition, training will be provided to administer workflows and create ad-hoc reports and queries. We highly recommend that the system administrators also participate in user training. This form of training will be performed on-site and the attendees will include the Manager, Supervisors, and technical personnel. Multiple sessions may be scheduled to minimize the impact on normal operations and personnel will be on-site to assist with any issues that may arise during go-live. This form of coaching is usually performed over the shoulder of client staff in an informal and unstructured manner. System Administrator Training will include the following in five (5) hours of training:

System Administrator Training Agenda

Laserfiche Administration Laserfiche Administration Console Sever settings Security Audit Trail Report creation/generation Metadata management, Indexing Troubleshooting Repository management

User Training is targeted at City’s users who will be using the system on a day-

to-day basis. This can include power users who will be scanning documents and regular users who will be performing search and retrieve operations. The following items will be covered during an eight (8) hour training course:

User Training Agenda Laserfiche Client Overview Laserfiche Capture Repository Structure Entering & Recording Folder Browser Metadata Working with Documents Quick Fields Annotations Scanning Options Merging Document Pages Scanning Processes and Separating Document Pages Enhancements Document Viewer Import Display Panes Snapshot Tools Drag & Drop What is Metadata? Copy & Paste Microsoft Integration

Converting Electronic File Formats Generating Searchable Text

Laserfiche Searching Distribution in Laserfiche Search options Exporting

Saving searches Emailing Tips and tricks Printing

While it is vital to ensure that your members’ Laserfiche systems are current, it is equally vital that personnel using Laserfiche are kept current through training, and we will provide ongoing training opportunities. Training sessions can include workshops, webinars, and other eLearning options. Should any patches or updates alter the operation of your system, we will arrange training sessions or user group meetings in order to ensure that personnel remain fully up to date with utilizing Laserfiche. We will also facilitate access to other training programs hosted by Laserfiche.

94. Training: Does your company offer a Train the Trainer program? If so, please explain. For example, said company will

train a user/system administrator

to train any additional users

added to the agency post

implementation.

In order for an organization to quickly on-board new users, proper training is key. We understand that the most efficient means of training comes from in-house trainers. With that in mind, we do provide train-the trainer sessions. Participants in our train-the trainer program must first participate in our standard user training seminar so that we know they are fully trained on the material. It is also helpful if we and the proposed trainers know who will be part of the train-the trainer sessions prior to beginning instruction so we can provide extra background and they can be apprised of the need to take notice of the training techniques. We have designed and developed presentations and guides that help the instructors to teach the material, conduct a session, and evaluate the participants’ readiness to teach the material. For example, after the primary training session, we have online tools to assess a new instructor’s familiarity with the topics. We provide access to reference materials and other training resources, and train the participants to lead discussions, observe trainee responses, and develop trainee interest. Part of this training include training as an effective listener, so that they can better assess trainee issues, confusion, etc. We emphasize minimization of jargon, and when specific terms are used, we emphasize clarifying what those terms mean in relation to the material. Additionally, we define all the materials required for the new instructor to teach the course, such as software, hardware and office supplies. Inexperienced instructors receive coaching and mentoring from experienced teachers or facilitators. The seasoned personnel guide the less experienced in developing the skills and knowledge they need to deliver the course themselves. For example, they provide tips and techniques by observing a new instructor teach program segments and then offer constructive criticism. Additionally, an experienced instructor might produce audio and video recordings of himself teaching the sessions. These recordings may also help new instructors learn to use presentation equipment, and handle other logistics associated with running a session.


Training sessions can include online workshops, webinars, and other eLearning options that will be provided by or facilitated by FutureNet.



While we do not plan on utilizing a subcontractor, we have identified Global Solutions Group in the Subcontractor Utilization Form as a potential sub-contractor to supply technicians in support of our contract. Global Solutions Group has provided similar subcontracting support on several projects, and have been a valuable part of our team. Any installation/implementation team will be led by FutureNet personnel to ensure compliance to the contract and our quality requirements. We provide access to all training opportunities to our subcontractor, as having well-trained personnel available for ramp-up or other increase need benefits both of our companies and our client. When brought on board for any specific implementation, maintenance, upgrade, or other operation, the FutureNet Project Manager will review personnel credentials to ensure their training is current and relevant to the project. The Project Manager will also train the team in the particular requirements of the project.

97. Please describe any other “value adds” and/or services your

Our solution can provide a variety of further services that increase value. For example, our solution has the capability to automatically or manually apply image enhancements to

company can bring to CPC’s participating agencies.

documents for more accurate results. Scanned documents may not always be ideally formatted for electronic reading and processing. They can be smudged or discolored, have margins that are too large or too small, or contain blank pages and irrelevant information. In order to fix these potential defects and improve the results of the data extraction processes, Quick Fields offers a number of image enhancements that can be applied to documents. Image enhancements can be used strategically in the various components of the session. Also, we have a dedicated component called Import Agent, which can actually monitor network drives or specific locations to automatically import, extract, and classify documents into the respective fields. We also have a very intuitive notification system which can allow users to be notified on pending tasks. We can also provide the capability to send out instructions within document templates so that users can review these instructions and provide his/her comments. We also have equipped a very good approval and denial routing system that can route the documents based on the status. Please refer above the e-forms capability, which is a very useful tool for building web forms that can be used for processing. These are some of the many add-ons we can provide and we can definitely discuss more in detail once awarded of the many ways we can fully implement our system’s advantages to your business needs.

98. What are your payment terms? Net 30 Days from Invoicing. 99. Does your company accept


FutureNet accepts procurement cards, with a 3% processing fee to the participating agency.


We do offer prompt payment discounts of 1% if paid within 15 days after invoicing


We stipulate that we offer custom enterprise content management solutions and that our solution will be dependent on specific requirements of the CPC member organization.


We are not requesting any exceptions to the terms set forth in the Instructions to Respondents and Technical Specifications.


Responding Company's Name:NOTE: PRICING ASSUMPTIONS HAVE BEEN PROVIDED IN THE SECOND TAB ATTACHED TO THIS WORKBOOK


applicable




Other Method - if applicable


One Time Charge - if applicable


Users: Define by quantity of users or cost per user.RIO Full Named User (25 users - 49 users) per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $900.00 $855.00 RIO Full Named User (50 users - 99 users) per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $833.00 $791.35 RIO Full Named User (100 users - 199 users) per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $700.00 $665.00 RIO Full Named User (200 users - 499 users) per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $600.00 $570.00 Laserfiche Rio Named Retrieval User(200 users - 999 users) per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $200.00 $190.00 Laserfiche Rio Named Retrieval User(1000 users - 9999 users) per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $100.00 $95.00 Laserfiche Rio Named Retrieval User(10,000 users - 19,999 users) per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $38.00 $36.10 Laserfiche Rio Named Retrieval User(20,00 users - 49,999 users) per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $34.00 $32.30

Application SoftwareItemize the software costs (by module/application) for the software being proposed Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $0.00

Laserfiche QuickFields per desktop/server Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $595.00 $565.25 Laserfiche Quick Fields Complete per desktop/server Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $15,000.00 $14,250.00

Laserfiche Records Management per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable10% Add on the User license cost

10% Add on the User license cost

Laserfiche Forms per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable10% Add on the User license cost


Laserfiche Import Agent per desktop/server Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $1,500.00 $1,425.00

Laserfiche Audit Trail per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable10% Add on the User license cost


Laserfiche Public Portal per processor Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $45,000.00 $42,750.00 Laserfiche Forms Portal per Forms server Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $7,995.00 $7,595.25

Laserfiche Oracle Server Support per Oracle Database Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable10% Add on the User license cost


Integration Tools

Laserfiche Connector per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable5% Add on the User license cost


Laserfiche SDK per desktop/server Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $2,500.00 $2,375.00 Other Software/Licensing: Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not ApplicableLaserfiche Plus for Digital Archiving (up to 5 seats, internal business use only) Per seat Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $10,000.00 $9,500.00 Laserfiche Plus for Publishing (royalty-free distribution of published media (8)) Per server Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $3,800.00 $3,610.00 Laserfiche Enterprise Agenda Manager (10 Meeting Types) Per meeting type Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $25,000.00 $23,750.00 Laserfiche Enterprise Agenda Manager (50 Meeting Types) Per meeting type Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $35,000.00 $33,250.00

Initial Configuration and Implementation CostsSystem Engineer per hour $ 109.28 $ 103.82 $ 85.39 $ 81.12 Not Applicable Not Applicable Not Applicable Not ApplicableProject Manager per hour $ 138.42 $ 131.50 $ 96.12 $ 91.31 Not Applicable Not Applicable Not Applicable Not ApplicableBusiness Analyst per hour $ 97.28 $ 92.42 $ 79.62 $ 75.64 Not Applicable Not Applicable Not Applicable Not Applicable

Travel Costs Inclusive of hourly rateInclusive of hourly rate

Inclusive of hourly rate Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable

Other Professional Services: (project management, consultation, etc. - please list, desribe, and price accordingly)Business Analyst per hour $ 97.28 $ 92.42 $ 79.62 $ 75.64 Not Applicable Not Applicable Not Applicable Not ApplicableQuality Assurance per hour $ 75.92 $ 72.12 $ 58.20 $ 55.29 Not Applicable Not Applicable Not Applicable Not ApplicableTraining Administrator

End User Training per hour $ 108.51 $ 103.08 $ 94.28 $ 89.57 Not Applicable Not Applicable Not Applicable Not ApplicableAdministrator Training per hour $ 108.51 $ 103.08 $ 94.28 $ 89.57 Not Applicable Not Applicable Not Applicable Not ApplicableElectronic Forms Training per hour $ 108.51 $ 103.08 $ 94.28 $ 89.57 Not Applicable Not Applicable Not Applicable Not ApplicableWorkflow Training per hour $ 108.51 $ 103.08 $ 94.28 $ 89.57 Not Applicable Not Applicable Not Applicable Not ApplicableRecords Management Training per hour $ 108.51 $ 103.08 $ 94.28 $ 89.57 Not Applicable Not Applicable Not Applicable Not ApplicableOther Training:





REQUIRED FORM

Software Licensing



Year One Annually Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable

20% of the Total Software License Cost


Year Two Annually Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable



Year Three Annually Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable



Year Four Annually Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable



Year Five Annually Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable




Laserfiche ScanConnect per cdesktop/server Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $165.00 $156.75 Laserfiche Forms Authenticated Participants (1-49 users) per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $200.00 $190.00 Laserfiche Forms Authenticated Participants (50-199 users) per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $140.00 $133.00 Laserfiche Forms Authenticated Participants (200-499 users) per user Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable $99.00 $94.05 Laserfiche Forms Authenticated Participants (500-999 users) per user $70.00 $66.50



Pricing Assumptions:

1. We have given a tiered pricing structure for Laserfiche RIO ECM product. Agencies can pickand choose the number of users and additional add-ons from the Fee Structure (Form C).2. The modules we have included in the Fee Structure are based on the requirementsmentioned in SOW3. The Year 1 Platform Total costs could vary after assessment phase for each individualagency4. The cost for Annual Support and Maintenance for Year 1 and following years will be 20%of the total software cost at the time of initial purchase. For example the total software cost for a particular agency is $100,000 then the Annual Software and Maintenance will be$20,000 for Year 1 and it will remain the same for each following years.5. The cost for interfaces cannot be estimated at this point as not enoughdetails/specifications are provided for the type of interface requested by CPC Staff. After performing a detailed assessments for the types of systems needed to be interfaced, a costfor interfaces can be provided6. Above mentioned Annual Maintenance for Year 2 and Year 3 includes software support and Up to 20 Hours (for each year) of Professional Services required for upgrades, implementing additional workflows and performing any troubleshooting.7. Additional Professional Services can be purchased at an hourly rate mentioned in the Fee Structure (Form C).



• Phone • Email



• Phone • Email



Digitization and Records Management Services

Howard University

Monique Frazier (202) 806-6227 [email protected]

Document Scanning Software Solution

City of Detroit - Detroit Transportation Corporation (DTC) – Detroit People Mover

Rebecca Hardy (313) 224-2160 [email protected]


• Phone• Email


Scanning Support Laserfiche

Department of State - Office of Medical Services

Name: Nader Eusoof Phone Number: 202.663-1448 Email: [email protected]


Instructions: Please indicate the level of support you will offer on this contract category. Check only one box in each section. Prices are (check one box): No different from what we ordinarily offer to individual members.















X

X

January 31, 2017

randy.burbach

Stamp

Form F – Assurance of Compliance To Whom It May Concern:

The respondent has carefully checked the accuracy of all items including description, price per unit, and listed total price per item in this proposal. In addition, the respondent accepts the general provisions of the proposal, including delivery timelines, and all responsibilities of delivery as outlined. The respondent is aware of any detailed and special conditions. In submitting this proposal, it is understood that the right is reserved by the Cooperative Purchasing Connection to reject any or all proposals, and it is agreed that this proposal may not be withdrawn during a period of one hundred-twenty (120) days from the time of the opening date.

Company Name: Authorized Agent’s Signature: Agent’s Name (printed):

Address: City/State/Zip: Telephone Number: Fax Number:

E-Mail Address:


Lisa Salvador

12801 Auburn Street

Detroit, MI 48223(313) 544-7117, Ext. 208 (313) 544-7117

[email protected]

randy.burbach

Stamp


OFFER TO BE COMPLETED BY VENDOR In compliance with the Request for Proposal, the undersigned warrants that I/we have examined the Instructions to Respondents and Technical Specifications, and being familiar with all of the conditions surrounding the proposed projects, hereby offer and agree to furnish all professional services in compliance with all terms, conditions, specifications and amendments in this solicitation and any written exceptions in the offer. Signature also certifies understanding and compliance of this proposal. The undersigned understands that his/her competence and responsibility and that of his/her proposed subcontractors, time of completion, as well as other factors of interest to the Cooperative Purchasing Connection as stated in the evaluation section, will be a consideration in making the award. This contract offer and award binds said vendor to all terms and conditions stated in the proposal until a contract has been signed by both parties.

Company Name: Address: City: State: Zip: Contract Contact Person: Authorized Signature: Printed Name:

ACCEPTANCE OF OFFER AND CONTRACT AWARD TO BE COMPLETED ONLY BY THE

COOPERATIVE PURCHASING CONNECTION Contract Term: It is the Cooperative Purchasing Connection’s intent to award a contract for Enterprise Content Management. The contract term may be renewed annually, up to three (3) additional terms.

17.6 – ECM CPC Authorized Signature Contract Number



12801 Auburn Street

Detroit MI 48223

Lisa Salvador

Lisa Salvador

Form H – Proposal Checklist The following items/submittals are required to be qualified as a respondent to the RFP. Respondents must submit an electronic version of their proposal by the due date and time listed in this RFP via Public Purchase (www.publicpurchase.com). Please take a moment to review the checklist provided and ensure all of the necessary documents have been uploaded with your response.

Your organization’s uploaded proposal should include the following submitted and correctly labeled documents:

1. Form A – Vendor Information – Name of Companyi. Submit as a PDF, not scanned.

2. Form B – Questionnaire – Name of Companyi. Submit as a Word (.doc or .docx) document.

3. Form C – Pricing Schedule – Name of Companyi. Submit as an Excel (.xls or .xlsx) document.

4. Form D - References – Name of Companyi. Submit as a PDF, not scanned.

5. Form E – Level of Support – Name of Companyi. Printed, signed, and scanned, submit as PDF.

6. Form F – Assurance of Compliance – Name of Companyi. Printed, signed, and scanned, submit as PDF.

7. Form G – Contract Offer and Award – Name of Companyi. Printed, signed, and scanned, submit as PDF.

8. Form H – Proposal Checklist – Name of Companyi. Printed, signed, and scanned, submit as PDF.

9. Addendum Acknowledgement Form – Name of Companyi. Printed, signed, and scanned, submit as PDF.

10. Subcontractor Utilization Form – Name of Companyi. Submit as a PDF, not scanned.

IMPORTANT: Forms MUST be submitted electronically in the format indicated for the proposal to receive consideration. MS Word documents with inserted images of completed documents will not be accepted. Please double check your uploaded documents for completion prior to submission.

_________________________________________________________________ ________________________________ Authorized Signature Date

January 31, 2017


randy.burbach

Stamp


Instructions: Please acknowledge receipt of all addenda issues with this solicitation by completing this addendum acknowledgement form. Check the box next to each addendum received and sign below. If no addenda were issued, sign the bottom section to verify. Failure to acknowledge addenda may result in bid disqualification.

Acknowledgement: I hereby acknowledge receipt of the following addenda and have made the necessary revisions to my proposal, plans and/or specifications, etc.

Addendum Numbers Received (check the box next to each addendum received):





I understand that failure to confirm receipt of addenda may cause for rejection of this response.

Authorized Signature

Date

Acknowledgement: I hereby acknowledge that no addenda were issued during this solicitation process. I understand that failure to confirm this acknowledgement may cause for rejection of this response.


Date

January 31, 2017

✔

✔

randy.burbach

Stamp



RFP Name:



Street Address:

City, State, Zip:

Telephone:

Primary Contact:



Company Name:

Street Address:

City, State, Zip:

Telephone:

Primary Contact:



Company Name:

Street Address:

City, State, Zip:

Telephone:

Primary Contact:




RFP 17.6


Global Solutions Group, Inc., SBA Certified, Woman-Owned Small Business (WOSB) and a SBA 8(a) Certified Small Business

29468 Chelsea Crossing

Farmington Hills, MI 48331

313-397-8311

Bijal Mehta

✔

[email protected]

Supply of additional implementation technicians as needed.


ManagementVendor: InBusiness Incorporated

Page of 1 1

General Comments: Good Morning, During the completion of Form D (references) - the 3rd reference was not able to be added- so, Icompleted that form, twice. (I hope that is ok) - if not- will you please let me know-

Also, on Form E (Level of Support)- signatures are not able to be added (so, I did print and scan thatdocument).

If you require revisions- will you please let me know- my email is [email protected]

Also, I have uploaded a number of informative pdf's for you to peruse at your leisure.

Respectfully,

Jeff Nichols Laser Systems

General Attachments: Addendum Acknowledgement Form Completed.pdfCPC RFP 17.6 Cover Letter from Laser Systems.pdfForm A - Vendor Information Completed.pdfForm B - Questionnaire Completed Laser Systems.docxForm C - Pricing Schedule Completed.xlsxForm D - References 1 and 2 Completed.pdfForm D - References 3 Completed.pdfForm E - Level of Support 020117.pdfForm E - Level of Support Completed.pdfForm F - Assurance of Compliance Completed.pdfForm G - Contract Offer - Award Completed.pdfForm H - Proposal Checklist Completed.pdfIntelliCloud Playbook - Completed.pdfIntellinetics Accounts Payable Literature.pdfIntellinetics Education K-12.pdfOhio Department of Insurance Intellinetics Testimonial.pdfSample Laser Systems IntelliCloud Cloud Proposal Completed.pdfSubcontractor Utilization Form - Completed.pdf


Company Information Company Name InBusiness, Incorporated (dba Laser Systems) Address 901 Westrac Drive

City/State/Zip Fargo, ND 58103

Phone: 701-293-6865 Fax: 701-239-4410 Toll Free Customer Number: 1-800-726-1764

Company Contacts General Manager Name

• Email

• Phone

Gary Johnson [email protected] 701-293-6865

Sales Manager Name

• Email

• Phone

Michael Ketterl [email protected] 701-746-1080


• Email

• Phone

Tim Brasgalla [email protected] 701-293-6865

Account Manager(s) for the Cooperatives Name(s)

• Email

• Phone

Jeff Nichols [email protected] 701-293-6865

Responsibilities CPC New Member Notification

• Email

• Phone



• Email

• Phone

Tim Brasgalla [email protected] 701-293-6865


• Email

• Phone



• Email

• Phone

Stacy Jorgensen [email protected] 701-293-6865

Conducting Audits

• Email

• Phone











Form B – Questionnaire Instructions. Please complete the questionnaire below by placing your company’s answers in the correlating response column. Responding Company’s Name:

InBusiness, Incorporated – Laser Systems - Intellinetics

Question Response Experience and Qualifications

1. Provide a brief background of your organization, including the year it was founded (1-2 paragraph max.).

Intellinetics is a provider of mission-critical ECM software that was established in 1994. Intellinetics customers enjoy the highest peace of mind with powerful Law Enforcement Grade Security that ensures the right document gets to the right person in a secure and compliant manner.


Laser Systems, Inc. is a leading provider of Electronic Content Management and Managed Print Solutions in North Dakota and Minnesota; serving enterprises across the US. Founded in 1990; the company provides enterprise level software and hardware support to Government as well as numerous enterprises in private industry. Its Mission Statement: "To provide the best possible solutions to our valued partners, while maintaining our integrity, honesty, and unparalleled service." Laser Systems desires to provide a superior customer experience for those government entities looking to partner with a responsive and customer focused organization capable of supporting its long-term Electronic Content Management goals. Our comprehensive approach to providing a full solution, customer relationship management, support, and industry knowledge is what distinctively separates Laser Systems from the other providers in the marketplace.


Our role is to serve as a strategic resource to CPC and its stakeholders for best practice tools and policies related to ECM and document solutions. A multi-channel approach will be taken that uses coordinated efforts including– on line / SEO / email, social, 3rd party (Press releases, guest blogs, etc.) in-field Industry event attendance, and in-field joint sales efforts driven by targeted selling campaigns.


Yes through a multi-channel methodology that includes email, event-based, partner driven (Intellinetics), 3rd party (blogs / review sites), cause marketing (Human Services, non-profit) and direct in-field sales activities.


Yes. [email protected]. With the program, CPC we can co-brand all of the marketing collateral (including marketing video assets) as an option at no cost to CPC.


Yes.

7. Does your company have the ability to

Yes. The CPC contract becomes a key part of the overall value proposition to CPC stakeholders by providing a trusted contracting vehicle for solution and service acquisition from trusted partner.


participate in conference tradeshows in Minnesota, North Dakota and South Dakota? If so, how does your company plan to position the CPC contract at those tradeshows, if awarded? Please list any conference tradeshows that you’ve attended in those states within the last three years.


Yes – online training portal www.intelliclouduniversity.com .


Yes.


Currently; Laser Systems is serving individual Schools and Districts (along with numerous private industry) with its IntelliCloud Solution and does not have any consortiums or member-wide deployments/agreements.


None.


The CPC contract becomes a key part of the overall value proposition to CPC stakeholders by providing a trusted contracting vehicle for solution and service acquisition from trusted partner.

13. If awarded, how does your company plan to inform and train your account managers, financial/reporting personnel, sales and customer service

Laser Systems has a turnkey program “playbook” that provides access to all program content, processes and tools. A sample of the playbook and its contents is provided for reference. A high priority is place upon simple and clear messaging, fast and painless new customer activation(s), and turnkey support at every step in the lifecycle.

http://www.intelliclouduniversity.com/

representatives on the details and promotion of the contract?


ECM related revenue accounted for 5% of the annual revenue of Laser Systems ECM was the fastest growing segment of our business in late 2015 and 2016. ECM Accounts for 100% of the revenue of Intellinetics. A significant proportion (over 50%) of Laser Systems' annual revenues are derived from "Managed Print Services" (specifically, Print Management in Schools, Colleges, and Local Government). Through a collaborative approach and consultative approach; Laser Systems has been able to reduce TCO (Total Cost of Ownership) by up to 70% (Citing Print Management Services for the University of North Dakota, in Grand Forks).


Minnesota 2016 2015 2014

K-12 Higher Ed City/County $111,000 $105,000 $115,000 Nonprofits Totals

North Dakota 2016 2015 2014

K-12 Higher Ed City/County Nonprofits $708,000 $674,000 $645,000 Totals

South Dakota 2016 2015 2014

K-12 Higher Ed City/County $0 $0 $0 Nonprofits Totals


Intellinetics established in 1994 serves thousands and thousands of customers and has partnered directly with Intel its growth in the market: Intel.com/intellinetics In working with the many schools Laser Systems serves; we have identified areas of significant improvement through the implementation and integration of Intellinetics with "PowerSchool." The benefits of the integration with PowerSchool are tremendous:

Paper Records are scanned into "pre-indexed" folders All documents are "text searchable" Tight Integration with PowerSchool allows Administration to search for records without having to

open two disparate systems Single Entry of Data eliminates redundent/duplicated work Audits can be performed to insure data security mandates are followed

17. Describe what

generally differentiates your company from your key competitors as it pertains to ECM.

Intellinetics has partnered with Intel to provide a platform that does not have the deployment cost and complexity common within the ECM market(s). Right out-of-the-box, IntelliCloud enables organizations to be up and running in just days (not months) using the simplest, most efficient and secure content management system available today. As a result, IntelliCloud's easy to learn and use design delivers the fastest Return-On-Investment (ROI) with the lowest Total Cost of Ownership (TCO). IntelliCloud's customers enjoy the highest peace of mind with powerful Law Enforcement Grade Security - essentially the right document always goes to the right person. IntelliCloud enforces strong document compliance / governance without adding complexity or inconvenience.


Here is a list of Regional Organizations that have installed the Intellinetics Solutions through partnership with Laser Systems:

Grand Forks Public Schools Hillsboro Public Schools Minnewaukan Public Schools Lutheran Social Services of ND (7 Locations) Titan Machinery (100+ Locations) Tharaldson Hospitality / Tharaldson Ethanol

http://www.intel.com/content/www/us/en/nuc/nuc-intellinetics-video.html?wapkw=intellinetics

General Equipment (5 Locations) Nokota Packers Stromsodt CPA's Wallwork Truck Center (16 Locations) Superior Incorporated Laser Systems (yes, we too are a customer)

Intellinetics has an additional 50+ installations within this geography as well.


100%. Lifetime retention (24+ years is over 99%).


Over 160 Intellinetics Implementations have been completed within the past fiscal year. Many are large enterprise installs with 10 or more locations per engagement.

Project/ECM Personnel 21. If awarded, how

many staff members will be dedicated to working directly with CPC’s participating agencies? How many staff members will be dedicated to sales, delivery, installation, configuration, deployment, training, maintenance and support? Of those mentioned, please include the average tenure in their job duties.

8 total, 4 presales support, 4 installation, delivery, installation, configuration, deployment, training, maintenance, and support. Overage tenure 7 years. (These numbers include members from Laser Systems and Intellinetics Staff)


Laser Systems operates two offices; they are located as follows: Laser Systems Corporate Headquarters – Fargo, ND 901 Westrac Drive Fargo, ND 58103 Phone (701)293-6865 Fax (701) 239-4410 Laser Systems Regional Office – Grand Forks, ND 2600 Demers Ave Grand Forks, ND 58103 Phone (701) 746-1080 Fax (701) 738-0625


All core program knowledge – marketing, sales, installation, support is already in place driving the growth of the program with LS at this time. The training and launch related this partnership will focus on the CPC-specific discount(s) and rapid / complete integration between the relevant CPC -LS sales and program personnel to gain momentum out of the gate.


All Regions and/or States on the attached map are able to be serviced within the Laser Systems/Intellinetics' solution proposal/RFP. (no exclusions)

25. Describe the sales

process that your company would take with an educational agency (i.e. school)? Will this process differ from a city, county or nonprofit agency? If so, please describe both processes.

A global, consistent and unified sales process will be used program-wide (www.intelliclouduniversity.com) . It is designed to focus on challenges and the specific outcomes sought vs. technology or product-centric. The process has four steps: #1 “9-Box” discovery (confirm pains to be solved), #2 Confirm timeline, process and stakeholders involved in decision process, validate business goals, objectives, business case/investment requirements, #3 -present a solution demonstration and quote, #4 Obtain order and move to implementation.

Functional Requirements 26. Can users easily

navigate and perform their primary job tasks with little-to-no training with intuitive ribbon-style toolbars, tabs, and access features that are based with a familiar look and feel of Microsoft products? Explain, if necessary.

Yes. Simplified user interface.


Yes. There are a host of user preferences that can be set on an individual basis without impacting other which also may be changed at any time if needs evolve.


Yes.

29. Does the client software provide the ability to auto-import camera images and media

No – user action is required. This model ensures that duplicate and/or unwanted content is not accidentally added into the system. The viewer displays a large number of image formats natively within the IntelliCloud viewer, however media files require third party applications that can view specific file types such as .wav or mp4, etc.

http://www.intelliclouduniversity.com/

files directly from a connected device? Explain, if necessary. Does the client enable users to play, stop and pause multimedia files with a native viewer? Explain, if necessary.


Yes. Search responses are displayed within a dynamic “grid” that users can dynamically interact with – resorting columns and changing column (field) order as well.


No – searches are limited to content contained and managed within the IntelliCloud platform.


They system has a complete auditing sub-system where specific user actions (event types) are tracked in a secured areas for administrators to access and report upon. User controlled and automated import / export functions are available for on-demand and/or batch – automatic processes as well.


Yes – the system supports automatic “foldering” and “Sub-foldering” whereby it will automatically create a standard structure or taxonomy for all content coming into the specific content category.

34. Does the Web client provide a dashboard component to create and manage personalized interfaces that present end users with access to priority content and tasks (i.e. workflow status report, commonly

Yes. An individual users “Inbox” is a view of all activities or workflows for which that user needs to perform an action.

used document searches, etc.)? Explain, if necessary.


Yes – it is browser neutral HTML 5 presentation layer.


Yes – search activities may be created and saved on the fly by authorized users who are granted relevant privileges. Users may also placed frequently used searches on a “quick list” for easy access.


Yes. Standard index fields as well as any relevant document descriptions are display in a search-results set. Document meta data displayed within these results may be tailored to user preferences as well.


The systems’ full-text searching applied to documents of any type, including scanned images. Only scanned images display the highlighted text, other files types results are at the document level only.

39. Does the solution provide the capabilities to not only retrieve and archive to the ECM system from the native Office tabbed ribbon toolbar, but also search and retrieve ECM stored content from directly inside the

The system is not integrated with the Office ribbon bar although it does support the searching of content within any Office content within the platform.

native office application? Explain, if necessary.


All workflow upon documents is managed with the Activity center of the platform and not with documents external to the platform.


No.


The system has device-agnostic content access from any device with a browser that supports HTML 5.

43. Does the solution allow for drag-and-drop import of messages into the ECM solution using email client folders in order to automate the classification and indexing of emails and attachments (i.e. users could create a folder for purchase orders, one for invoices,

No.

another for resumes, etc.)? Explain, if necessary.


Yes.


No.


Yes.


Yes.

Record Capture 48. Provide your ECM

solutions’ abilities to: Scan

documents and information.

Verify documents once electronically captured.

Import documents and information.

49. Provide your ECM solutions’ abilities to: Scan documents and information. YES. Verify documents once electronically captured. YES. Import documents and information. YES. Automatically classify documents. YES (With optional advanced capture module). Extract information and index documents. YES (With optional advanced capture module). Define and apply business ruled to validate extracted data. YES (With optional advanced capture

module). Deliver images and data to a destination of choice. YES (With optional advanced capture module). Ability to capture and index documents from a remote user through a web-based connection. YES

(With optional advanced capture module). Ability to perform quality assurance of imaged documents. YES. Capture process for page separation and retrieval. YES.

IntelliCloud’s high-volume, single function scanner module has an EMC based processing engine that supports a wide array if image processing, clean-up and quality assurance features including auto-rotation, batch page detection, blank page removal and 2D or 3D image barcode processing.

Automatically classify documents.

Extract information and index documents.

Define and apply business ruled to validate extracted data.






The IntelliCloud platform comes standard with its Upload Service module that can be configured to automatically monitor any number of network directories and move the contents into a specific Indexing “list” or workflow.


The IntelliCloud platform comes standard with a set of out-of-the-box integration tools as well a documented API with a library of web methods for data and system integrations. IntelliCloud has been successfully interfaced / integrated into hundreds of commercially available and/or proprietary host ERP business applications.


Yes. Inbound fax streams or scanned documents from a Multi-Function-Devices may are supported via the Upload Service module. It comes with the base configuration and support an unlimited number of devices and in-bound document streams at no additional cost.

53. Describe the indexing

IntelliCloud’s Indexing Module allows users to quality check inbound documents, associate document-specific meta data (Indexing), perform all quality control checks and tasks such as deleting blank pages, page

capabilities within your ECM solution.

rotations, splitting batches, joining batches and even performing redactions, initiating workflows and annotations and notes. The Indexing module also supports partial or fully automated indexing capabilities such as dynamic lookups again external databases and barcode recognition.


IntelliCloud’s redaction capabilities are highly advanced and very granular in its capabilities: Users can search for specific phrases and redact all “hits” The system has a role based redaction model whereby one document may have up to 99 different

“views” depending upon the privileges of the viewer without keeping multiple version of the same document and never alters the original image.

Automated redaction is also available whereby a library of restricted fields (using pattern definitions using Regular Expressions can automatically identify fields an apply redactions without any user intervention using three methods:

o Full text – search all content anywhere for restricted information. o Labeled proximity searching – Typically used for standardized forms that may have

handwritten responses using the field labels as reference points. o Fixed Zones – redacts specific regions on by form-type such as the SSN field on all I-9

forms. Redacted documents can be exported in user-controlled or automated modes. The platform API enforces system security so that document redactions are applied and in-tact

regardless of viewing method such as API based document integration into a web portal for public viewing of documents, etc.

55. Describe the out-

of-the-box configurable options related to your ECM solutions’ interface.

IntelliCloud has comprehensive configuration options from both administrative and end-user perspectives: Administrative:

Host Site Manager is the central administrative dashboard that manages the entire platform environment. The user interface can be configured / customized by user or by role:

End User:

End users also enjoy a rich set of UI configuration flexibility that enables the system to easily adapt to specific task and user preferences:

Any changes within a specific user’s profile do not impact any other users UI experience.

Integration 56. From a data-

centric business application, based on account/record information presented on the screen, does the system allow users to retrieve ECM-stored documents without custom programming, API programming, scripting, or modifications to the existing application? Explain, if necessary.

Yes – no API interactions are needed for system use. IntelliCloud’s user-friend administrative dashboard Host Site Manager (HSM) makes system activation simple and fast using its on-demand solution templates library framework. Templates can be selected, modified and deployed in minutes.


Microsoft Outlook – YES. IBM Notes – NO. Novell GroupWise – NO.


Yes. The API is comprised of a library of web methods with detailed information and sample use code to support:

Link to API Library: https://securehost7.intellinetics.com/hss/intellivuewebapi/icmcoreservice.asmx

Complete listing of each Service Description and Syntax: https://securehost7.intellinetics.com/hss/intellivuewebapi/icmcoreservice.asmx?WSDL

System technical resources include a library of sample code for common use cases. 59. Does the solution

offer the ability to synchronize data in real-time behind the scenes? Explain, if necessary.

Yes. IntelliCloud has a data synchronization engine called IntelliSynch which is completely configurable to support any number of real-time and/or batch interactions with host ERP /Business applications as needed.

60. Does the solution offer the ability to trigger events

Yes. IntelliCloud has a data synchronization engine called IntelliSync which can be used to monitor for any changes that trigger an event (stored process, DTS, etc.)

https://securehost7.intellinetics.com/hss/intellivuewebapi/icmcoreservice.asmx

https://securehost7.intellinetics.com/hss/intellivuewebapi/icmcoreservice.asmx?WSDL

when information changes in the business system or the ECM system? Explain, if necessary.

Management 61. Is the ECM’s

solution workflow integrated with the rest of the ECM solution? Explain if necessary.

Yes. All pending tasks ( and related work items / documents) for a specific user or group are displayed within the users “Inbox Tab” that is a part of the base UI.


IntelliCloud workflow is comprised of one or more activities which are created through a simple to use activity builder:

Each activity and related workflow processes is built upon the specifics of the solution’s index schema as shown above. System documentation includes examples of common activities such as routing, approval, email notifications, etc. Once all of the activities, or steps for in workflow process are completed, they are put into production using the Activity Management tool where workflows are assigned to specific users/roles and notifications if needed. Both Activity Builder and Activity Manager are simple to use, dialog driven modules that non-technical administrators can navigate:

63. Immediately upon import, based on the document type, does the solution automatically identify with which workflow processes to

Yes. Inbound document processing is configurable by document types as well as other criteria creating content-specific capture workflow / indexing.

associate a given document.


IntelliCloud’s compliance reporting and audit-readiness AuditShield module allows user to build automated “exception reporting” on documents that are missing. AuditShield includes powerful and easy to use Policy Builder that defines the specifics on what documents are required for a given needs:

The report below is a sample exception report for missing critical HR related documents:

These report can be exported as CSV or XML files and/or copied to the clipboard to embed into an email, etc. AuditShield in included in the base product at no additional cost.

65. Does the ECM solution provide the ability to perform parallel processing by automatically

Yes.

routing a single document through multiple business processes simultaneously and allowing multiple users to access and work on the same document?


Yes, however the eForms module is required.


No – eForms module required.

Auditing & Reporting 68. Does the solution

provide the ability to access a document-level audit trail directly from the document? Explain, if necessary.

Partial, any notes or annotations that are made to the documents are tracked and available with the document – date / time / action:

69. Describe what is

natively tracked in your out-of-the-box audit trail.

The system can track event types across multiple different categories, including:

70. Does the ECM

solution’s reporting tool directly integrate with Microsoft Excel, allowing users to build reports natively in Excel utilizing the

No. However, reports can be exported on the fly into either csv or XML formats for use with Excel:

ECM solution’s attributes? Explain, if necessary.

71. Does the ECM

solution provide the ability to access dashboards from anywhere? Explain, if necessary.

Anywhere, anytime, any device access is provided by HTML 5, browser-neutral access.

System Architecture 72. Does the system

support an unlimited number of index values per document? Explain, if necessary.

Supports up to 256 indexes. System also support full-text searching capabilities.


The IntelliCloud platform manages categories of related content, or documents, call Applications. Applications can be thought of as digital filing cabinets with a specific filing structure needed to support specific end user, business, and workflow requirements. Applications are created and managed using the administrative tool called Host Site Manager (HSM). IntelliCloud’s HSM environment comes standard with a full library of application design templates that are industry and/or department specific. For example there are a host of K-12 templates for best-practice Applications for Student Records, Board Meetings and Agendas, Grant Management, etc. The example below shows the design for a simplified HR Application that has 5 Folder Level Indexes and 3 document-specific labels, all of which are searchable and available to drive workflow.

A second example of an HR application with more granularity in its structure – subfolders to group related documents together in specific folders – Payroll, General HR, etc. These examples the simplicity and power of HSM’s Application design tools to business-critical document and workflow needs:


Yes.


No.


Yes. The system can use any storage resources available via an UNC network path.


The system stores all document (referred to as objects) in their native format. Scanned images are stored as Group IV TIFF by default although system support PDF as well.

Configuration 78. Does the ECM

solution allow for ease of configuration, in that most administrative tasks (i.e. adding new document types and index values, user administration, configuring workflows, etc.) can be done by an internal resource? Explain, if necessary.

IntelliCloud’s Host Site Manager is user-friendly and enables all common system maintenance tasks such as adding document types, updating pick-lists, and user / role management in a straightforward manner:

79. Describe in detail how workflows are

IntelliCloud workflow is comprised of one or more activities which are created through a simple to use activity builder:

designed, created, and the level of scripting or any custom coding that is required. Explain, if necessary.

Each activity and related workflow processes is built upon the specifics of the solution’s index schema as shown above. System documentation includes examples of common activities such as routing, approval, email notifications, etc. If scripting is required within and Activity, the system support T-SQL scripting right within the Activity Builder, eliminating the need for database or web services skills /knowledge / access:

Once all of the activities, or steps for in workflow process are completed, they are put into production using the Activity Management tool where workflows are assigned to specific users/roles and notifications if needed. Both Activity Builder and Activity Manager are simple to use, dialog driven modules that non-technical administrators can navigate:


Any user that has the rights to access Activity Builder and Activity Manager can build activities without any additional assistance. Personalized, user-specific activities only visible to the user can be created as well.

Security 81. Through your

company’s attainment of SSAE 16 (SOC 1) or SOC 2 certification, how does your company assure agencies know that their documents and information are functional and secure at all times?

82. Describe the

solution’s different security options for logging into the system, allowing the system administrator to decide which option is the best for their agency.

IntelliCloud can support various security / authentication models including:

IntelliCloud based authentication Windows based authentication LDAP based authentication Domain Controller Group Policy Based


IntelliCloud has powerful and granular security and access control model that manages information access down to the region level on a specific document. For example, in the graphic below showing a typical Human Resources application or Filing Cabinet – A user may or may not have access to:

See the HR Filing cabient See all Employee folders See all of the sections (sub-folders) within a specific Employee file See specific information at the page level – ie., SSN# is redacted

84. To accommodate

multi-departmental deployments involving numerous administrators, explain how your solution separates workflow administration privileges.

IntelliCloud allows each application (Filing cabinet) to be managed separately. Each administrator can log into the Host Site Manager control dashboard and only see their specific application environment.

85. Describe the solutions ability for designated users to perform the following administrative tasks via the Web-based client: Adding new

users. Changing

passwords. Resetting

passwords. Applying

rights to user groups.

For each application, a special user privilege that can be granted is call HSM Admin within each Application. If granted, that use can not only access the Application as a user, but can log into the Host Site Manager website and perform all user management, table maintenance, and password administration:

Scalability 86. Does the solution

allow for development, test, and disaster recovery environments with no additional licensing fees? Explain, if necessary.

No. Additional fees apply and vary based upon scale of environments and needs for support and updates.


Premise:

Concurrent user based – if additional users were needed, one time license fees and related annual maintenance and support would apply.

If additional users not needed, additional departments may be added at no cost. Cloud Based:

Concurrent user based – if additional users were needed, additional monthly fees would apply. If additional users not needed, additional departments may be added at no cost.

Detailed pricing provided in the pricing schedule as well.

88. Provide examples of scalability using real customer examples and metrics: Peak

number of users in a single instance at one time.

Peak number of retrievals per hour.

Peak number of documents ingested per day.

Peak number of documents stored in the ECM repository.

Is ECM solution licensing based on concurrent users?

89. Provide examples of scalability using real customer examples and metrics: Peak number of users in a single instance at one time. 5,500 concurrent users. Peak number of retrievals per hour. 20,000+ Peak number of documents ingested per day. 30,000+ Peak number of documents stored in the ECM repository. 5TB in the cloud, 10TB on premise Is ECM solution licensing based on concurrent users? YES


Unlimited.

Implementation & Support 91. Please describe

your LS uses an implementation methodology based upon the following phases:


``

`

`

PROJECT KICK-OFF

MEETING

DISCOVERY:

BUSINESS PROCESS /

WORKFLOW /

TECHNOLOGY

APPLICATION AND

SECURITY DESIGN

DEVELOPMENT

AND APPLICATION

BUILD

APPLICATION

TESTING

CONFIGURATION

AND DEPLOYMENT

TRAINING:

ADMINISTRATIVE

AND END USER

`

MAINTENANCE &

SUPPORT


LS and Intellinetics has comprehensive support services:

Customer Portal – open tickets, knowledge base, open incident status 24x7x365 Live help desk – 8AM-5PM EST Email – [email protected] Service Level Agreement Times:


New software releases approximately 2 times annually. All point releases are including at no costs under maintenance plans, major versions may have an upgrade charge. All upgrades of any nature are included in Cloud based service delivery.


For premise based installations – all point releases are included at no charge under maintenance plans, major version upgrades may have a small licensing component as well as professional services depending upon scope and requirements.

Training 95. Describe the

training program offered by your organization and where and when it’s available.

Comprehensive training is available along four different tracts:

End User – Search, view, workflow, scanning, indexing, output -print / email / export System Administration – User management, security, table maintenance, capture device setup Solution Specialist – Building new applications Developer – API concepts, tools and resources

All training can be accessed virtually, regionally, on location, or virtually / on-line.

96. Training: Does your company offer a Train the Trainer program? If so, please explain.

Yes. All training agendas, processes and materials can be presented in a Train-the-Trainer format as needed.


For example, said company will train a user/system administrator to train any additional users added to the agency post implementation.


Yes – a regional schedule of training in the different categories is available and will be published to CPC stakeholders for planning and execution.

Miscellaneous 98. Subcontractors for

Installation: will your company be using subcontractors to conduct any installations through the result of this solicitation? If so, how do you plan to educate the subcontractor(s)? Who will conduct the installation? Will it comply with the terms and conditions of the contract? Whether using subcontractors or not, a respondent must complete and submit the Subcontractor Utilization Form in their response.

Intellinetics will be a subcontractor when needed and will comply with this Contract.


Laser Systems has a tremendous understanding of document output, whether in paper or electronic form. Though its 26+ years of supporting its customer/partners; Laser Systems’ has acquired a thorough understanding of hardware and network security. With the addition of ECM, in 2006; Laser Systems possesses the capability of aiding in differentiating best options for its customers as well as the understanding and experience which aids in eliminating needless steps in the deployment of advanced solutions, like Intellinetics and the other solutions it supports.

100. What are your payment terms?

Net 30; unless otherwise agreed upon, in advance, by Laser Systems

101. Does your company accept payment by procurement card? If so, is the participating agency assessed a fee for purchasing with a procurement card?

Yes; but no fee is assessed.


No. In order to simplify the payment process; Laser Systems has provided best pricing, up-front, in the pricing proposed.


None.


None.




applicable









IC-BASE

IntelliCloud Base - Intellivue Suite Access, Five (5) Concurrent Users, 25 GB of cloud storage, Domain Activation, Gateway, One (1) OCR (Rope and Index) license, PDFLib (publishing) license, Maintenance & Support

$160/month

IC-USER-5 PACK

Additional Five (5) Concurrent User License Pack, Maintenance & Support Included (12-month minimum)

$46/month

IC-10GB Additional 10GB storage capacity $20/month




ICP-10-G

ICP 10 - 10 Concurrent Users , 1TB Storage, Activation of (1) ICP NUC, complete configuration of software stack ,(1) OCR (Rope and Index) license, PDF rendering (publishing) $ 5,980.00

ICP-10-A MAINT Annual Maintenance and Support (ICP-10) $ 2,115.00 ICP-USER-5 PACK Additional Five (5) Concurrent User License Pack $ 1,150.00 ICP-USER-5 PACK-A MAINT Annual Maintenance and Support (ICP User - 5 Pack) $ 230.00





REQUIRED FORM

Software Licensing (Cloud)

Laser Systems

Software Licensing (Premise)


Initial Configuration and Implementation Costs

IC-ICP-INSTALL-DESIGN-001

Remote Installation & Application Design of IntelliCloud (IC), or ICP, with the design and configuration of one (1) application with up to five (5) Index Labels, three (3) Attributes, one (1) Activity Center Workflow, installation of Intellivue GX on up to five (5) workstations, and remote training covering indexing, searching, retrieval, publishing and AuditShield $ 2,760.00

AP-FC-001Application (File Cabinet) Discovery, Security, Design and Development $ 2,185.00

PS-002 Professional Services (hourly rate) $ 200.00 Travel Costs


End User Training Initial training included in customer activationAdministrator Training Initial training included in customer activationElectronic Forms Training Professional services hourly engagementWorkflow Training Initial training included in customer activationRecords Management Training Professional services hourly engagementOther Training:

Year One Included in licensing feesYear Two Included in licensing feesYear Three Included in licensing feesYear Four Included in licensing feesYear Five Included in licensing fees


Year One 20% of license fees coveredYear Two 20% of license fees coveredYear Three 20% of license fees coveredYear Four 20% of license fees coveredYear Five 20% of license fees covered

Maintenance & Support (Premise)



Maintenance & Support (Cloud)



GXG-001

GX Capture per seat license - scanning enhancement software for automatic clean up, blank page detection and page orientation requires annual maintenance $ 2,185.00

GXG-100-A MAINTAnnual Maintenance and Support (required with GXG-001) $ 458.00

TOCR-002Full Text OCR - additional "Rope and Index" station license $ 1,150.00

API-0023rd Party API Access (ERP / Database integration and connectivity) $ 3,450.00

API-002-A MAINTAnnual Maintenance and Support (required with API-00 ) $ 690.00

SDK-1D-0021D Barcode License (required to read and interrupt 1D barcode) $ 910.00

SDK-2D-0022D Barcode License (required to read and interpret 1D / 2D barcodes) $ 2,185.00

P2S2-002

IntelliCloud Print to Save to Driver (program driver that will allow you to save directly to the Intellinetics platform for any application) $ 172.00

WVM-5U

WebVue (Mobility Access) Five (5) User (For use with Apple / Android Tablets, Search, Retrieve and View only) $ 57.00

IC-F2B-BASEIntelliCloud Field2Base Mobility User Base - Five (5) concurrent users and up to five (5) forms $230/month

IC-F2B-BASE IC-F2B-BASE installation $ 3,450.00 IC-ADVCAP-BASE

Auto-Redaction ModuleWebform Credit Card Processing ModuleERP Gateway Module




• Phone • Email



• Phone • Email


InBusiness, Incorporated (Laser Systems) - Intellinetics

IntelliCloud Platform

Franklin County, Ohio, Data Center

Sean Snyder, Director of Application Development 614-525-3208 [email protected]


Hillsboro Public Schools - Hillsboro, ND

Vicky Grothmann - Business Manager 701-636-4360 [email protected]


• Phone • Email




• Phone • Email



• Phone • Email


InBusiness, Incorporated (Laser Systems) - Intellinetics


Franklin County, Ohio, Data Center

Sean Snyder, Director of Application Development 614-525-3208 [email protected]


Hillsboro Public Schools - Hillsboro, ND

Vicky Grothmann - Business Manager 701-636-4360 [email protected]


• Phone • Email




RFP Name:



Street Address:

City, State, Zip:

Telephone:

Primary Contact:



Company Name:

Street Address:

City, State, Zip:

Telephone:

Primary Contact:



Company Name:

Street Address:

City, State, Zip:

Telephone:

Primary Contact:




17.6

Intellinetics

Intellinetics, Inc.

2190 Dividend Drive

Columbus, Ohio 43228

614-921-8170

Matt Chretien

[email protected]

Professional Services related to IntelliCloud platform, both premise and Cloud delivery models.


ManagementVendor: OPG-3, Inc.

Page of 1 1

General Comments: Thank you!

General Attachments: Addendum Acknowledgement Form.pdfForm A - Vendor Information.pdfForm B - Questionnaire.docxForm C - Pricing Schedule v3.xlsxForm D - References (3 - Generic).pdfForm E - Level of Support.pdfForm F - Assurance of Compliance.pdfForm G - Contract Offer - Award.pdfForm H - Proposal Checklist.pdfSubcontractor Utilization Form.pdf


Company Information

Company Name

Address

City/State/Zip

Phone

Fax


Company Contacts


Email

Phone

Sales Manager Name

Email

Phone


Email

Phone



Email

Phone

Responsibilities


Name

Email/Phone


Name

Email/Phone


Name

Email/Phone


Name

Email/Phone

Conducting Audits

Name

Email/Phone

OPG-3, Inc.

2020 Silver Bell Rd, Suite 20

Eagan, MN 55122

651-233-5075 651-688-2041

Vice President - Ivan Franklin [email protected] 651-233-5068

Director of Technology/Sales - Clay Baer [email protected] 651-233-5075

Project Manager - Jennifer Boudreau [email protected] 651-233-5073

Account Manager - Joel Blackford [email protected] 651-233-5064

Ivan Franklin [email protected] 651-233-5068

Connie Webber [email protected] 651-233-5075




Form B – Questionnaire Instructions. Please complete the questionnaire below by placing your company’s answers in the correlating response column. Responding Company’s Name: OPG-3, Inc. Question Response



OPG-3 started as Crabtree Companies in 1979. We added Laserfiche in 2001. Since then, we’ve grown to become the 6th largest Laserfiche provider in the world. In 2015, we sold our copier division to Marco, and changed our name to OPG-3, exclusively working in software.


OPG-3 sells and offers professional services for Laserfiche software first. We offer other applications, but only because they augment Laserfiche. Laserfiche is very popular with cities, counties and K-12 across the world. In the Midwest, OPG-3 has 122 cities, 22 counties, and 34 K-12’s. We also work with a large school consortium. We know government and businesses, and their business processes.


OPG-3 views it’s role as the voice of the contract. We feel it will be our job to make sure the word gets out regarding the purchasing power of the contract. We understand it will be our responsibility to provide the best document management solution for all entities choosing to utilize the contract. We also understand the level of accountability to the proper reporting and auditing necessary to CPC for the successful administration of the contact


OPG-3 does market directly to clients and potential clients in various methods. We utilize Constant Contact for multiple product campaigns as well as quarterly newsletters. We also conduct monthly Lunch & Learn events at our facility main facility in Eagan, MN which we also offer attendance via web access. Additionally, we offer these Lunch & Learn events to clients for the own attendance.


OPG-3 does have a dedicated marketing person that will work with CPC. Jonathan Swenson [email protected] 651-233-5068


OPG-3 will work with regional CPC representatives to create and distribute marketing materials.


OPG-3 has a history of participating in conference tradeshows in Minnesota, Wisconsin and Iowa and have plans of participating in events in the North Dakota and South Dakota region as well. We plan on adding the CPC in our marketing plans for tradeshows as well as marketing materials for clients able to utilize the contract. MASBO, Skyward Minnesota & Wisconsin, MASPA, Iowa City Clerks, Iowa Superintendent, Minnesota Counties, Minnesota Clerks and Financial Officer’s, Minnesota Government IT Symposium.


OPG-3 understands the importance of training and is prepared to offer members different levels of training such as; User/Admin training at the initial sale of the Laserfiche solution. We also have the means to provide remote/onsite trainings to end users or administrators whenever necessary. Free monthly basic and advanced Lunch & Learns are another means of training. We also market a Laserfiche specific web-based training that covers all aspects of the Laserfiche solution. These trainings will be made available to all participating agencies.


Yes, OPG-3 will be available to all regional service cooperatives for these presentations.


Through Laserfiche Corporation, we are listed as a sub-contractor on their National Cooperative Purchasing Alliance contract. Our office also has previous experience working with and administering the US Communities national contract for another product.



Upon award, OPG-3 would work with CPC to confirm specific member criteria and would exempt any firm that does not qualify.


It would be in OPG-3’s best interest to position the CPC contract as the proper purchasing vehicle for implementing our Laserfiche solution.


As mentioned in our response to question #10 we have the experience in leveraging and administering other contracts with the same project scope of sales, marketing, support, and report accountability.


100% of OPG-3’s revenue comes from solutions associated to the Laserfiche ECM solution.


MINNESOTA 2016 2015 2014 K-12 $317,000.00 0.00 0.00 HIGHER ED $6,550.00 0.00 0.00 CITY/COUNTY $1,499,100.00 0.00 0.00 NONPROFITS $616,000.00 0.00 0.00 TOTALS $2,438,650.00 0.00 0.00

NORTH DAKOTA 2016 2015 2014 K-12 $0.00 0.00 0.00 HIGHER ED 0.00 0.00 0.00 CITY/COUNTY 0.00 0.00 0.00 NONPROFITS 0.00 0.00 0.00 TOTALS 0.00 0.00 0.00

SOUTH DAKOTA 2016 2015 2014 K-12 0.00 0.00 0.00 HIGHER ED 0.00 0.00 0.00 CITY/COUNTY $25,000.00 0.00 0.00 NONPROFITS 0.00 0.00 0.00 TOTALS $25,000.00 0.00 0.00 *2014-2015 NUMBERS CAN BE PROVIDED UPON AWARD. *MINNESOTA NUMBERS INCLUDE MINNESOTA, IOWA, AND WISCONSIN.


OPG-3 is a premium Laserfiche VAR. We are completely self-supportive regarding the support of the Laserfiche solution. From simple helpdesk support to custom coding, we have an experienced software engineer staff. Our management team is dedicated to looking for qualified engineers to be on the ready to join our staff. We also continually search for additional 3rd party integrators that have solutions to improve on the overall Laserfiche solution. One of the most important items that keeps us viable is our relationship with Laserfiche corporation itself. They understand our commitment and will continue supporting us to their best capability.


OPG-3 has always maintained a leadership role in our marketplace. As Laserfiche has grown in features and functionality over the years, we have been there every step of the way. OPG-3 also has a very tenured administrative, support, and sales team.


OPG-3’s strongest vertical markets are City, County Government and K-12 education. We have implemented over 200 ECM solutions within this area.


Over the past 10 years our customer retention has been in the high 90% range.


Over 20 organizations implemented our solution this past fiscal year.


members will be dedicated to working directly with CPC’s participating agencies? How many staff members will be dedicated to

Upon award OPG-3 will assign an account team for CPC. Vision:

sales, delivery, installation, configuration, deployment, training, maintenance and support? Of those mentioned, please include the average tenure in their job duties.

Senior Account Manager – 1, Account Manager – 1, Project Manager – 1, Pre-sales Engineer – 1, Software Engineers – Various depending on client scope of work, Administration – 1. OPG-3 will work with CPC to establish the appropriate team.


OPG-3 currently has offices in Eagan, MN and Des Moines, IA


As mentioned in our response to question #10, we have the experience in leveraging and administering other contracts with the same project scope of sales, marketing, support, and report accountability.


OPG-3 can provide support to all areas on the provided map.


As mentioned previously OPG-3 has a strong history of supporting the vertical markets of educational agencies, cities, and counties. Although our overall sales approach is focused horizontally: Human Resources, Finance,


perform their primary job tasks with little-to-no training with intuitive ribbon-style toolbars, tabs, and access features that are based with a familiar look and feel of Microsoft products? Explain, if necessary.

Laserfiche software mimics Windows in both it’s nested folder/file structure presentation, as well as ribbon-style toolbars and tabs which are very similar to those in Microsoft applications. Additionally, through the Microsoft integration, some Laserfiche functionality can be embedded into Microsoft applications. For example, a Laserfiche tab can be added to Microsoft Word to easily send a document composed in Word directly into Laserfiche. Laserfiche is a Microsoft Gold Certified Partner, and works with Microsoft to ensure seamless integrations throughout updates of both Microsoft and Laserfiche software.


As in Windows, the Laserfiche Client can be personalized. The ribbon within Laserfiche is fully customizable, including the ability to create custom buttons to be added to the ribbon. Users can also customize the columns presented in Laserfiche to optimize their user experience.


Every document or folder and Laserfiche can have a template applied to it which carries metadata fields specific to that document or folder, similar to a library card. A document and it’s template with metadata can be viewed side-by-side.


Yes, any electronic file type, including images and audio files, can be imported directly into Laserfiche if the device is connected to a computer that has Laserfiche installed. Laserfiche utilizes Snapshot, a virtual printer, to bring these files into Laserfiche. When importing the file, simply connect the device to the computer with Laserfiche. Navigate to the files on the PC, select them and print. Choose Laserfiche Snapshot as the printer, and the files will be imported into Laserfiche. Laserfiche will open all electronic files on their native viewer, as long as the software/application for that viewer has been installed on the device in which you are opening the file from Laserfiche.


Laserfiche offers Advanced Searching, which allows users to customize a search including compounding search criteria such as date + folder location + key word. Custom searches can be saved to be reused later. Search results can be sorted, as in Windows applications, based on a number of criteria such as date created, date modified, creator, or metadata values.


Laserfiche opens all files in their native format. For example, opening a Word file will launch Microsoft Word, and opening a PDF file will launch Adobe Reader etc.

32. Does the client enable users to conduct audits, run reports, export data, documents, or establish links to documents out of the system via

Through Laserfiche Audit Trail, every action on a file can be audited using fully customizable reporting criteria which can be exported. All data within Laserfiche can be exported as individual files, and large exports can be done using a Laserfiche Briefcase. Documents can be emailed out of Laserfiche as an attachment or as a link back to the document which would be accessible to anyone with a user license to the system.

email or to a spreadsheet? Explain, if necessary.


Laserfiche uses a nested parent-child folder structure. Documents can be manually placed into folders. A Laserfiche Workflow can also be created to route, file, rename, and auto populate metadata for incoming documents to reduce manual data entry. Laserfiche also offers Quick Fields, a module which allows mass batch scanning of documents using barcoding and database lookups which will also route, file, rename, and autopopulate metadata based on barcoding.


The Laserfiche web client currently does not offer a dashboard. The Laserfiche Forms module does offer a dashboard which allows users to view tasks, view and print metrics and reports, and re-assign tasks if needed.


Yes.


Laserfiche offers Advanced Searching, which allows users to customize a search including compounding search criteria such as date + folder location + key word. Custom searches can be saved to be reused later. Search results can be sorted, as in Windows applications, based on a number of criteria such as date created, date modified, creator, or metadata values.


Yes. Document names are displayed in search results. Column information can be customized per user to display document attributes (pages, creation date, etc) and any metadata fields that are on the document.


Yes, searches can be configured to look for specific file types or a combination of file types. When search hits are displayed, a context pane indicates the page number of a hit, and when clicked on, the file will open directly to that page, and highlight the text hit. The context pane can easily be clicked through when navigating between hits.


Laserfiche has the capability to archive to the system from any Office application. However, it is currently not possible to search and retrieve content from Laserfiche from within an Office application. Laserfiche offers the Microsoft Integration tool which allows a user to add Laserfiche metadata to a document, and send a document directly into Laserfiche.


Users do not need to enter into the Workflow client to interact with a workflow. Most actions and tasks in a workflow involve modifying documents or metadata on a document template to complete a task or activity in the workflow. This can be done from within the user’s regular Laserfiche desktop client.

41. Does the solution provide capabilities for an offline mobile worker to access documentation, complete forms, capture signatures, etc. should they become disconnected to the network and then synchronize work back into

Laserfiche Forms allows the ability to download and save a form offline. The data on the form will be stored until a network connection has been re-established at which point all data and work will synchronize with the system.

the system when they are back online? Explain, if necessary.


Yes., Laserfiche Mobile is a mobile app for Android and iOS that provides an interface for accessing the Laserfiche Repository. Likewise, Laserfiche also offers 2 different web applications both a read-only and a full access (Weblink, and Web Access) which can be accessed from any modern browser.


Emails and email attachments can be dragged and dropped directly into Laserfiche from Microsoft Outlook.


Not fully. Emails must be sent to Laserfiche manually though one click. The is no auto syncing with mailboxes. You can send to a default folder and email attributes will be retained (To, From, CC, etc)


While the system itself does not archive email directly, emails can be sent to Laserfiche. Through the use of metadata, retention dates can be sent, and various statuses could affect the retention dates. If you are currently using Microsoft Outlook, Laserfiche has a built in integration that allows you to save emails and attachments directly to your repository from the Outlook client.


Yes. When emails are imported into Laserfiche, there are options for saving the email and attachment as one file, or to save them separately. If they are saved separately, there is an option to link documents together. This means that when you open one file, there is a window showing all documents that are linked to your current file.


Yes. When emails are imported into Laserfiche, you can define what information is captured. This can include sender’s email address, recipient address(es), date and time received and more. This information can be used to search for documents. Documents imported into Laserfiche can be OCR’d (Optical Character Recognition) to extract all typed text and this can be used to search the contents.












Documents can be scanned into Laserfiche using the Laserfiche scanning module or Quick Fields. Laserfiche displays thumbnails of documents as they are scanned for verification and can be configured to stored manually vs. automatically so they can be manually reviewed prior to storage.

Electronic documents can be dragged and dropped into Laserfiche folders, or imported through the Laserfiche virtual printer, Laserfiche Snapshot.

Laserfiche can query databases and/or read barcodes to automatically classify information.

Laserfiche offers Optical Character Recognition (OCR) functionality to extract all type-written data on a page and make that data keyword searchable.

Laserfiche can index documents based on database lookups, barcoding, and document names and metadata.

Laserfiche workflows can be configured to deliver documents via email to a destination, or move a document out of Laserfiche and into a network drive out of the system.

Laserfiche Web Access is a fully functional web version of the Laserfiche Client software. Users can interact with, modify, view, and add documents to Laserfiche through WebAccess.

Scanning can be configured so that users have to hit a “Store” button, prior to scanned documents being stored, rather than Laserfiche automatically storing files as they are scanned. This allows the user the opportunity to review the scans and make changes, if necessary.

Users can separate pages of a scan manually, or, scanning can be configured to separate pages automatically. This can be done through the scanning module, through Laserfiche Quick Fields, or through Laserfiche Workflow, depending on the process.



Laserfiche Import Agent is a server side service that man monitor any number of network folders. If a file appears in a certain network folder, Import Agent can automatically bring that file into Laserfiche. Workflow can then apply any index information or perform any other automated tasks.


Laserfiche has an out of the box integration with Microsoft Office and Sharepoint. Laserfiche has a full SDK and Toolkit to allow for integrations with other products but more specific requirements are needed


Laserfiche offers the Import Agent module which allows for scanning through a multi-function printer to a network drive. Import Agent monitors the network drive and imports the scanned documents into Laserfiche.


Laserfiche offers the ability to apply a template to any file or folder with customizable metadata fields for indexing which can be applied manually or automatically.


Laserfiche Quick Fields can set redactions based on an area of a page or using pattern matching to automatically redact documents being brought into Laserfiche.


The interface for users is customizable in several ways. First, all the various panes in the Laserfiche client are movable and dock-able. This allows users to organize the layout of the client in a way that suits their needs. The metadata columns for the documents and folders can be set by the user and be set per folder. This gives them the ability to view pertinent information at a glance and sort their view dependent on their specific needs. Files and folders can also be starred. Starred files and folders can be browsed to quickly which gives them quick access to frequent locations or files.



This depends on the application and if integrations are possible. Using the Laserfiche connector, screens can be mapped and information can be passed. Document searches and retrievals can also be called via URL for web based access. Users would be able select a field on the application and then click a button. No programming is needed by the user.


Yes, Laserfiche workflow provides an out of the box integration with Microsoft Outlook.


Yes, the documentation for the Laserfiche SDK is available on purchase.


Document location and metadata is synched in real time between the Laserfiche server and the SQL database.


Yes, Laserfiche workflows can be configured to run or take action based on changes made to the document itself, or values in the documents metadata or template.



Yes. Laserfiche Workflow can interact with files in the repository, as well as with other Laserfiche modules such as Laserfiche Forms.

61. How many configurable workflow business rule templates are

The Business Process Library contains 71 templates, and new templates are being regularly added.

available out-of-the-box with your system? Explain what parameters are available upon configuration.


Yes, Laserfiche workflows can be configured to run specific to a document type, automatically.


Workflow can be configured to give people “Working bins” showing what work is available, as well as things that are missing that are required to complete their task.


Yes, workflow can provide parallel task within the same workflow, documents can be a part of any number of workflows at the same time, and tasks can be given simultaneously to any number of people at the same time to work on.


Laserfiche Workflow can interact with electronic forms created from within Laserfiche Forms, as well as fillable PDFs.


Laserfiche supports fillable PDFs innately. Laserfiche Forms is a proprietary Laserfiche software module which must be purchased as an add-on to your core system.



Laserfiche WebAccess offers the ability to access a document-level audit trail directly from the document. In the full Laserfiche Client, previous versions of a document can be viewed, but for full auditing of all actions on a document, a report should be configured via Laserfiche Audit Trail.


All actions within a Laserfiche repository are fully tracked in Audit Trail. Some examples include repository log-ins, document moves, document modifications, failed and successful attempts to print a document, document views, and page deletions.


A document listing from Laserfiche can be exported directly as a CSV file and manipulated or reported on in any manor through Excel.


Laserfiche Forms is a web module, therefore the dashboard within Laserfiche Forms can be accessed from any device with web capability and an internet connection.



Yes. There is a maximum of 1023 values per template, but this limit does not apply to documents.


Classification and configuration are generally done through Workflow. Workflow utilizes logic gates to categorize, file, assign, modify, and in general work with documents. This system provides both the logic to work with documents as well as the checks and balances to ensure accuracy. Yes, this system is designed to be very customizable. Things can be set up to be more dynamic, or static decisions can be coded in. Both options can be configured and changed as necessary.


Yes, the system supports a virtually unlimited number of templates, allowing for any number

of document types. (2^31-1 templates)


The size of your database is the only limitation. Provided you have more space, you can add more content.


Not natively, though you can export files and folders from Laserfiche into a single file called a Briefcase. This can then be archived to any media outside of Laserfiche. Alternatively, documents can be exported as individual documents to a location to be archived outside of Laserfiche.


Laserfiche will accept any electronic file. The only caveat is that Laserfiche does not natively read these formats, so if you have a Microsoft Word file stored in Laserfiche, the machine you are accessing the repository from will need a method to access the file installed (in this case, Microsoft Word). The document will still retain all of its metadata and be able to go through workflows or any other Laserfiche process.



Yes. Most administrative tasks and configurations can be performed internally using the Laserfiche Administration Console. OPG-3 provides all of it’s clients with a Laserfiche Administrator training, so that clients can feel confident working in the Administration Console.


Laserfiche workflows are designed in the Laserfiche Workflow Designer using a straight forward and easy to use drag-and-drop interface. There are over 100 standard activities within the workflow designer, however, custom activities can be created with scripting. Activities are dragged into the Workflow pane, and each activity can be clicked on to customize the function of the activity.


Any user with access to the Laserfiche Workflow Designer can modify workflows. Your organization can determine which users may have this access.



Organizations are SSAE 16 certified, not the software. Laserfiche can certainly help your organization to meet the standards for an SSAE audit. As OPG-3 will not be the host of your information, this would be an internal question.


Users can be defined internally through Laserfiche in which they will need to be connected to your internal network and log in with the user name and password defined in the system. Users can also be defined using Active Directory or LDAP accounts, so users would need to meet the criteria of your AD/LDAP implementation in order to access Laserfiche.


Laserfiche offers redaction for documents, field security, document security, folder security, and repository security. The information on the document itself can be redacted to prevent access. Restrictions on metadata fields can be set, so users will not be able to see particular fields of documents. Access to the document, its parent folder, or even what repository it resides in all have their own customizable levels of security as well.


Workflow can be configured to allow only specific people specific rights in the workflow interface. You could also have separate workflow environments that can be configured to an individual repository to provide another layer of security.


groups.

If you implement your user accounts through Active Directory or LDAP, the rights would fall under the same access and rights for these systems. Inside of Laserfiche, there are several, granular options to grant access for user management.



Under the Rio License model, you can have multiple servers including development, test, and disaster recovery environments.


Additional repositories can be added for new departments which would have their own set of templates, users, and security rights. Alternatively, you could have multiple departments using one repository and restrict their access with security options so that they can be as integrated or separate as you like. A third option would be separate servers for each department. The cost of these options highly depend on the Licensing model purchased. The Rio License would cover the licensing for the additions. There would be a cost for any professional service hours required to implement further solutions.







We typically don’t keep metrics on our customers implementations, and performance metrics would vary based on customers hardware. But we have clients from 1 user to over 2000 users, who are storing simple city minutes to mission critical documents being accessed thousands of times a day. Some clients storing as much as 10Tb of data in Laserfiche.


The system supports 2^31-1 documents per volume, 2^31-1 volumes per repository, 15 repositories per server, and in RIO you can have an unlimited number of servers.



After purchase, we offer a Scope of Work for the launch. After authorization, we hold a “Kick Off Meeting” with them to discuss implementation. When Laserfiche Licenses are delivered, we configure server(s), and workstations with your IT Staff. Then, we configure and implement a few initial projects to teach Laserfiche and how to accomplish your work with software. OPG-3’s model is continuous ongoing discovery with clients. We encourage attending our monthly free training for Basic and Advanced Users, plus Workshops, CPP Classes, and other meetings to help clients learn more and use Laserfiche more. Agencies need to attend meetings and classes to educate themselves on possibilities with Laserfiche and OPG-3. Enclosed.


OPG-3 currently offers live support via email ([email protected]), telephone, conference call, and onsite. Live support is offered Monday through Friday from 8:00am – 5:00pm CST. Support outside of normal business hours can be negotiated upon award. Telephone, conference call, and onsite response time is immediate, or as scheduled. Email support is monitored during normal business hours and we strive to respond to all emails within one hour.


Full new versions of the Laserfiche software are typically offered once every 12-18 months. However, updates and patches can be added at any time and may be released as needed.


There is no cost to upgrade your Laserfiche system as new versions of Laserfiche is released. The cost of upgrades is included in the Laserfiche Software Assurance Plan, an annual fee paid on Laserfiche software and licensing.



OPG-3 understands the importance of training and is prepared to offer members different levels of training such as; User/Admin training at the initial sale of the Laserfiche solution. We also have the means to provide remote/onsite trainings to end users or administrators whenever necessary. Free monthly basic and advanced Lunch & Learns are another means of training. We also market a Laserfiche specific web-based training that covers all aspects of the Laserfiche solution. These trainings will be made available to all participating agencies.

94. Training: Does your company offer a Train the Trainer program? If so, please explain.

OPG-3 loves to work with organizations that employ a Train the Trainer methodology. In these cases, we highly recommend the Trainer to attend one of our in-depth Lunch and Learn trainings, and share what they’ve learned. Our Lunch and Learn sessions cover everything from Basic User Training to advanced training in Laserfiche Workflow and Forms.


For example, said company will train a user/system administrator to train any additional users added to the agency post implementation.


OPG-3 Lunch and Learn live trainings are offered every month at our Eagan, MN location. These trainings can be accessed remotely via GoToMeeting for clients unable to travel. We also offer a web training portal which offers self-paced training videos on all areas of Laserfiche.



No. OPG-3 performs all installations ourselves.


OPG-3 holds many free training classes, workshops, and other training events. Laserfiche offers classes, a MN User Group, Laserfiche Answers and Laserfiche Solutions Exchange, where clients may cut and paste code for free into their processes.

98. What are your payment terms? 50% down and net 30 99. Does your company accept


Yes, 4%. Yes, there will be a fee.


No discounts.


All updates and service by Laserfiche and OPG-3 are covered with annual LSAP payments. Timely payments are required by clients.


There are nuances between Laserfiche Avante (departmental), Laserfiche RIO (Enterprise), and Laserfiche Cloud. We would like to meet with your Technology Team to explain the pathways to each, and how to upgrade between platforms.

OPG-3, Inc.




applicable








Users: Define by quantity of users or cost per user.Servers:

Laserfiche Avante Server for SQL Express with Workflow $1,454Laserfiche Avante Server for MS SQL with Workflow $4,845Laserfiche Avante Server for Oracle with Workflow $9,690

Laserfiche Avante Records Management Edition Server for MS SQL with Workflow

$10,659

Laserfiche Avante Records Management Edition Server for Oracle with Workflow

$15,504

Laserfiche Records Management Module $5,814

Laserfiche Avante Additional Repository for SQL Express $969Laserfiche Avante Additional Repository for MS SQL $969Laserfiche Avante Additional Repository for Oracle $1,938

User Licenses:Laserfiche Named Full User with Web Access, Mobile, Snapshot and Email $581

Laserfiche Forms Authenticated Participants (1-49 users) $194 Laserfiche Forms Authenticated Participants (50-199 users) $136 Laserfiche Forms Authenticated Participants (200-499 users) $96 Laserfiche Forms Authenticated Participants (500-999 users) $68 Laserfiche Forms Authenticated Participants (1,000-1,999 users) $54 Laserfiche Forms Authenticated Participants (2,000-2,999 users) $37 Laserfiche Forms Authenticated Participants (3,000-4,999 users) $31 Laserfiche Forms Authenticated Participants (5,000+ users) $25


These applications are licensed for the entire system and must be purchased for each Named User.

Laserfiche Import Agent $1,449

Laserfiche Quick Fields $577Laserfiche Quick Fields Agent $9,685Laserfiche Quick Fields Scripting Kit $577

Laserfiche Auto Stamp/Redaction/Bates Num. $480Laserfiche Document Classification $4,840Laserfiche Forms Alignment $2,418Laserfiche Optical Mark Recognition $2,418Laserfiche Forms Identification $2,418Laserfiche Forms Extractor $2,418



REQUIRED FORM

Software Licensing

OPG-3, Inc.

Image capture tools:

OPG-3, Inc.


Laserfiche Forms Combo $9,685Includes Zone OCR and Validation, Document Classification, OMR, Forms Alignment, Form Extractor, Forms Identification.

Laserfiche Zone OCR and Validation Package $2,708Laserfiche Barcode and Validation Package $1,642Laserfiche Real Time Look Up and Validation Package $577

Laserfiche ScanConnect $160Laserfiche ScanConnect 5 Pack $640Laserfiche ScanConnect 10 Pack $887

Digital archiving and publishing tools:Laserfiche Plus Plug-in $3,677

Server-Based ProductsThese applications are installed on a server and are available to some or all users client-side. You must buy one copy of the software for each server on which you wish to install it.

Web portals and distribution tools:Laserfiche Starter Public Portal $14,535Laserfiche Standard Public Portal $24,225Laserfiche Midsized Public Portal $33,915Laserfiche Unlimited Public Portal $43,605

Unlimited retrieval connections per processorLaserfiche Unlimited Public Portal for dual processor machine $48,450

Laserfiche Web Distribution Portal $7,747

Information Capture ToolsLaserfiche Forms Portal Add-on $7,747 Allows form submission from unlicensed (public) users.

Agenda management:Laserfiche Agenda Manager (includes 5 Meeting Types) $14,535

Laserfiche Agenda Processor (includes 1 Meeting Type) $4,845

Laserfiche Agenda Manager Additional Meeting Type $969

Integration Tools Integration tools:Other Software/Licensing:

Laserfiche SDK $2,423

Initial Configuration and Implementation Costs

Initial configuration and implementation hourly rate $185.00 $165.00 $185.00 $165.00Note: Typical install requires 4-hours of professional services for configuration and implementationNote: Initial configuration and implementation can be done remotelyNote: Onsite rates do not include travel expenses

Travel Costs Travel costs will be proposed on systems upon requestNote: Travel expenses include: air/miles, hotel, meals


Project Management $185.00 $165.00 $185.00 $165.00


OPG-3, Inc.


Consulting $185.00 $165.00 $185.00 $165.00Professional Services (Workflow, Forms, Customizing) $185.00 $165.00 $185.00 $165.00Note: Onsite rates do not include travel expensesNote: Travel expenses include: air/miles, hotel, mealsNote: Scope's of work will be created for Professional Services.

End User Training Initial Training quoted with system Based on system Based on system Based on system Based on systemAdministrator Training Initial Training quoted with system Based on system Based on system Based on system Based on system

Note: Typical install requires 4-hours of training Electronic Forms Training OPG-3 fee based training $185.00 $165.00 $185.00 $165.00Workflow Training OPG-3 fee based training $185.00 $165.00 $185.00 $165.00Records Management Training OPG-3 fee based training $185.00 $165.00 $185.00 $165.00Other Training: OPG-3 fee based training (Structured for Client) $185.00 $165.00 $185.00 $165.00

Note: Onsite rates do not include travel expensesNote: Travel expenses include: air/miles, hotel, mealsNote: Scopes of work will be created for training classesFree monthly Lunch & Learns (Web Viewing Available)Training Center: Web-based Annual Billing

Training Gate 1-4 user's $495.00Training Gate 5-9 user's $925.00

Training Gate 10-24 user's $1,620.00Training Gate 25-49 user's $2,840.00Training Gate 50-99 user's $3,920.00

Training Gate 100-199 user's $5,180.00Training Gate 200-499 user's $6,995.00

Training Gate 500+ user's Call for quote

Year One Annual LSAP = 20% of Laserfiche software and Laserfiche add-on'sYear Two Annual LSAP = 20% of Laserfiche software and Laserfiche add-on'sYear Three Annual LSAP = 20% of Laserfiche software and Laserfiche add-on'sYear Four Annual LSAP = 20% of Laserfiche software and Laserfiche add-on'sYear Five Annual LSAP = 20% of Laserfiche software and Laserfiche add-on's

Note: Annual LSAP rates are based on 20% of overall (initial) Laserfiche software and add-on'sNote: Annual LSAP will increase as additional user's or add-on's are implemented





OPG-3, Inc.




• Phone • Email



• Phone • Email


OPG-3, Inc.

Laserfiche Software

ISD #112 Eastern Carver County School District

Craig Larsen [email protected] 952-556-6100

Laserfiche Software

City of St. Cloud

Gregg Engdahl [email protected] 320-255-7210


• Phone • Email


ISD # 347 Willmar School District

Mary LaRue [email protected] 320-231-8525


Instructions: Please indicate the level of support you will offer on this contract category. Check only one boxin each section.

Prices are (check one box): No different from what we ordinarily offer to individual members.















Form F – Assurance of Compliance

To Whom It May Concern: The respondent has carefully checked the accuracy of all items including description, price per unit, and listed total price per item in this proposal. In addition, the respondent accepts the generalprovisions of the proposal, including delivery timelines, and all responsibilities of delivery asoutlined. The respondent is aware of any detailed and special conditions. In submitting this proposal, it is understood that the right is reserved by the Cooperative PurchasingConnection to reject any or all proposals, and it is agreed that this proposal may not be withdrawnduring a period of one hundred-twenty (120) days from the time of the opening date. Company Name: Authorized Agent’s Signature: Agent’s Name (printed): Address: City/ State/ Zip: Telephone Number: Fax Number: E-Mail Address:


OFFER TO BE COMPLETED BY VENDOR

In compliance with the Request for Proposal, the undersigned warrants that I/we have examined theInstructions to Respondents and Technical Specifications, and being familiar with all of the conditionssurrounding the proposed projects, hereby offer and agree to furnish all professional services incompliance with all terms, conditions, specifications and amendments in this solicitation and anywritten exceptions in the offer. Signature also certifies understanding and compliance of this proposal.

The undersigned understands that his/ her competence and responsibility and that of his/ herproposed subcontractors, time of completion, as well as other factors of interest to the CooperativePurchasing Connection as stated in the evaluation section, will be a consideration in making the award.

This contract offer and award binds said vendor to all terms and conditions stated in the proposal untila contract has been signed by both parties.

Company Name:

Address:

City: State: Zip:

Contract Contact Person:

Authorized Signature:

Printed Name:

ACCEPTANCE OF OFFER AND CONTRACT AWARD TO BE COMPLETED ONLY BY THECOOPERATIVE PURCHASING CONNECTION

Contract Term: It is the Cooperative Purchasing Connection’s intent to award a contract for EnterpriseContent Management. The contract term may be renewed annually, up to three (3) additional terms.

17.6 – ECMCPC Authorized Signature Contract Number


OPG-3, Inc.

2020 Silver Bell Road

Eagan MN 55122

Ivan Franklin II

Ivan Franklin II

Form H – Proposal Checklist

The following items/ submittals are required to be qualified as a respondent to the RFP. Respondents must submit an electronic version of their proposal by the due date and timelisted in this RFP via Public Purchase (www.publicpurchase.com). Please take a moment toreview the checklist provided and ensure all of the necessary documents have been uploadedwith your response.

Your organization’s uploaded proposal should include the following submitted and correctlylabeled documents:

1. Form A – Vendor Information – Name of Companyi. Submit as a PDF, not scanned.

2. Form B – Questionnaire – Name of Companyi. Submit as a Word (.doc or .docx) document.

3. Form C – Pricing Schedule – Name of Companyi. Submit as an Excel (.xls or .xlsx) document.

4. Form D - References – Name of Companyi. Submit as a PDF, not scanned.

5. Form E – Level of Support – Name of Companyi. Printed, signed, and scanned, submit as PDF.

6. Form F – Assurance of Compliance – Name of Companyi. Printed, signed, and scanned, submit as PDF.

7. Form G – Contract Offer and Award – Name of Companyi. Printed, signed, and scanned, submit as PDF.

8. Form H – Proposal Checklist – Name of Companyi. Printed, signed, and scanned, submit as PDF.

9. Addendum Acknowledgement Form – Name of Companyi. Printed, signed, and scanned, submit as PDF.

10. Subcontractor Utilization Form – Name of Companyi. Submit as a PDF, not scanned.

IMPORTANT: Forms MUST be submitted electronically in the format indicated for theproposal to receive consideration. MS Word documents with inserted images ofcompleted documents will not be accepted. Please double check your uploadeddocuments for completion prior to submission.

Authorized Signature Date

1/31/2017



Instructions: Please acknowledge receipt of all addenda issues with this solicitation by completingthis addendum acknowledgement form. Check the box next to each addendum received and signbelow. If no addenda were issued, sign the bottom section to verify. Failure to acknowledge addendamay result in bid disqualification.

Acknowledgement: I hereby acknowledge receipt of the following addenda and have made thenecessary revisions to my proposal, plans and/ or specifications, etc.

Addendum Numbers Received (check the box next to each addendum received):





I understand that failure to confirm receipt of addenda may cause for rejection of this response.


Date

Acknowledgement: I hereby acknowledge that no addenda were issued during this solicitationprocess. I understand that failure to confirm this acknowledgement may cause for rejection of thisresponse.


Date


PARTNERED VENDOR/ SUBCONTRACTOR UTILIZATIONThis form must be completed and returned with your response)

RFP Name: RFP Number: Partnered Vendor Name:

If a subcontractor will not be used, check this box: List all subcontractors to be used during the performance of this contract. Submit additional forms if needed.

Company Name: Street Address: City, State, Zip: Telephone: Primary Contact: Email Address of Contact: Services to be provided:



Cooperative Purchasing Connection | 888-739-3289 | www.purchasingconnection.org

March 1, 2017

InBusiness, Incorporated

DBA Laser Systems

Attn: Jeff Nichols

901 Westrac Drive

Fargo, ND 58103

Award Decision, RFP # 17.6 – Enterprise Content Management

Dear Jeff Nichols,

The Cooperative Purchasing Connection (CPC), using the weighted criteria outlined in the Request for

Proposal (RFP), have completed their review of the proposals received. Evaluation criteria included

qualifications and experience, quality and variety of product selection, pricing, services and support, and ease

of ordering.

We are pleased to announce that your proposal received the recommendation for award in the states of

Minnesota and North Dakota. This decision is subject to approval of the Cooperative Purchasing Connection

and the North Dakota Educators Service Cooperatives Boards of Directors and the successful negotiation of

a mutually acceptable contract.

I will be contacting you in the near future to finalize a contract for the awarded goods and/or services. Thank

you for submitting your proposal; the Cooperative Purchasing Connection looks forward to working with

Laser Systems.

Regards,

Lisa M. Truax | Bid & Contract Facilitator


Enclosure:

Performance Bond Requirements


March 1, 2017

InBusiness, Incorporated

DBA Laser Systems

Attn: Jeff Nichols

901 Westrac Drive

Fargo, ND 58103

Performance Bond Requirements, RFP #17.6 – Enterprise Content Management

Dear Jeff Nichols:

Congratulations on becoming an awarded vendor with the Cooperative Purchasing Connection (CPC). We’re

looking forward to working with you and you’ll soon be receiving a contract for review. In addition, as you may

know, CPC requires awarded vendors to post a $1,000.00 performance bond at the time an agreement is met and

the contract is signed by the awarded vendor. The performance bond may be in the form of a bond, certified or

cashier’s check, or money order payable to Lakes Country Service Cooperative. It may also be a bond naming

Lakes Country Service Cooperative as obligee written by a corporate surety, satisfactory to CPC, pledging that the

awarded vendor will abide by the terms stated in the RFP and in the vendor’s proposal and pledges the faithful

performance of the contract and the payment of all obligations arising thereunder.

With any partnership, some are not successful. Failure from an awarded vendor to comply with the proposal and

contract agreement, the performance bond shall be forfeited to CPC as liquidated damages, not as a penalty. The

loss of the performance bond may include, but is not limited to:

Poor communication; multiple documented failures to correspond with CPC.

Poor customer service; failure to respond on multiple occasions to CPC members within a timely manner.

Poor quality of product and failure to replace/refund member purchase when appropriate.

Delivery issues; consistent and documented failures to deliver product on time or in proper condition.

Lack of on-time reporting and inaccurate quarterly reports.

Lack of quarterly administrative fee payments.

Performance bonds will be returned in their full amount upon the successful completion of a bid cycle.

Please let me know if you have any questions.

Regards,




March 1, 2017

OPG-3, Inc.

Attn: Ivan Franklin


Eagan, MN 55122


Dear Ivan Franklin,

The Cooperative Purchasing Connection (CPC), using the weighted criteria outlined in the Request for

Proposal (RFP), have completed their review of the proposals received. Evaluation criteria included

qualifications and experience, quality and variety of product selection, pricing, services and support, and ease

of ordering.

We are pleased to announce that your proposal received the recommendation for award. This decision is

subject to approval of the Cooperative Purchasing Connection and the North Dakota Educators Service

Cooperatives Boards of Directors and the successful negotiation of a mutually acceptable contract.

I will be contacting you in the near future to finalize a contract for the awarded goods and/or services. Thank

you for submitting your proposal; the Cooperative Purchasing Connection looks forward to working with

OPG-3, Inc.

Regards,



Enclosure:

Performance Bond Requirements


March 1, 2017

OPG-3, Inc.

Attn: Ivan Franklin


Eagan, MN 55122

Performance Bond Requirements, RFP #17.6 – Enterprise Content Management

Dear Ivan Franklin:

Congratulations on becoming an awarded vendor with the Cooperative Purchasing Connection (CPC). We’re

looking forward to working with you and you’ll soon be receiving a contract for review. In addition, as you may

know, CPC requires awarded vendors to post a $1,000.00 performance bond at the time an agreement is met and

the contract is signed by the awarded vendor. The performance bond may be in the form of a bond, certified or

cashier’s check, or money order payable to Lakes Country Service Cooperative. It may also be a bond naming

Lakes Country Service Cooperative as obligee written by a corporate surety, satisfactory to CPC, pledging that the

awarded vendor will abide by the terms stated in the RFP and in the vendor’s proposal and pledges the faithful

performance of the contract and the payment of all obligations arising thereunder.

With any partnership, some are not successful. Failure from an awarded vendor to comply with the proposal and

contract agreement, the performance bond shall be forfeited to CPC as liquidated damages, not as a penalty. The

loss of the performance bond may include, but is not limited to:

Poor communication; multiple documented failures to correspond with CPC.

Poor customer service; failure to respond on multiple occasions to CPC members within a timely manner.

Poor quality of product and failure to replace/refund member purchase when appropriate.

Delivery issues; consistent and documented failures to deliver product on time or in proper condition.

Lack of on-time reporting and inaccurate quarterly reports.

Lack of quarterly administrative fee payments.

Performance bonds will be returned in their full amount upon the successful completion of a bid cycle.

Please let me know if you have any questions.

Regards,




March 21, 2017

ECS Imaging, Inc.

Attn: Phil Downard

5905 Brockton Ave, Suite C

Riverside, CA 92506


Dear Phil Downard:

The Cooperative Purchasing Connection (CPC) would like to thank you for your time, effort, and interest in

supplying a response for Request for Proposal (RFP) 17.6 – Enterprise Content Management.

The cooperative purchasing team, using the weighted criteria outlined in the RFP documents, have completed

their review of the proposals received. Evaluation criteria included qualifications and experience, quality and

variety of product selection, pricing, services and support, and ease of ordering. The cooperative purchasing

team has decided to reject your proposal.

We want to thank you for your proposal, taking the time to present in-person to our purchasing team and the

interest in this RFP. CPC will look forward to your participation in future RFP’s for similar engagements.

Should you have any questions about this matter, please feel free to contact me.

Regards,




March 21, 2017


Attn: Nishit Dani

12801 Auburn Street

Detroit, MI 48223


Dear Nishit Dani:

The Cooperative Purchasing Connection (CPC) would like to thank you for your time, effort, and interest in

supplying a response for Request for Proposal (RFP) 17.6 – Enterprise Content Management.

The cooperative purchasing team, using the weighted criteria outlined in the RFP documents, have completed

their review of the proposals received. Evaluation criteria included qualifications and experience, quality and

variety of product selection, pricing, services and support, and ease of ordering. The cooperative purchasing

team has decided to reject your proposal.

We want to thank you for your proposal, taking the time to present in-person to our purchasing team and the

interest in this RFP. CPC will look forward to your participation in future RFP’s for similar engagements.

Should you have any questions about this matter, please feel free to contact me.

Regards,



RFP 17.6 - Enterprise Content Management

Documents

Transcript of RFP 17.6 - Enterprise Content Management