HomeMy WebLinkAbout22-124 Laserfiche Expansion Order Addendum No.12 MCCi, LLC 11-09-2022RESOLUTION NO.22-124
A RESOLUTION OF THE BOARD OF TRUSTEES OF THE TOWN OF FIRESTONE,
COLORADO, APPROVING THE LASERFICHE EXPANSION ORDER ADDENDUM
NO.12 TO THE MASTER SERVICES AGREEMENT BETWEEN THE TOWN OF
FIRESTONE AND MCCi LLC
WHEREAS, the Town of Firestone ("Town") is in need of expanding its records
management software to integrate the Town's Laserfiche System with its Citizenserve software;
and
WHEREAS, the Town's current records management software provider MCCi LLC is in
accordance with its Master Services Agreement able to provide such service in an efficient and
cost effective manner.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF TRUSTEES OF THE
TOWN OF FIRESTONE, COLORADO:
The Laserfiche Expansion Order Addendum No. 12 to the Master Services Agreement
between the Town of Firestone and MCCi LLC is approved in substantially the same form as the
copy attached hereto and made a part of this resolution and the Mayor is authorized to execute
the Agreement on behalf of the Town.
INTRODUCED, READ AND ADOPTED this day of LJOKmbj/ , 2022.
TOWN FIItES NE, COLORAD0
;o
Drew Alan Peterson, Mayor
AT T ST:"
Mi na Gonzalez, Acting Town Clerk
APPROVED AST ORM:
Willi yash , wn A%r, ey
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ADDENDUM NO. 12 TO MASTER SERVICES AGREEMENT NO. 16458
LASERFICHE EXPANSION ORDER
Pursuant to Master Services Agreement No. 16458 ("Agreement"):
This Laserfiche Expansion Order, designated as Addendum No. 12 is entered into as of ►&)6V. j jQ "Addendum Effective Date'), by and
between MCCi and Client and is hereby incorporated into the Agreement and made a part thereof. If there is any conflict between a provision of the
Agreement and this Addendum, the Agreement will control. Any capitalized terms not otherwise defined herein shall have the meaning set forth in
the Agreement. This Order supersedes any previous quote or proposals received.
IN WITNESS WHEREOF, the Parties hereto have caused this Addendum No. 12 to be executed by their respective duly authorized representatives as
of the Addendum Effective Date.
MCCi, LLC
TOWN OF FIRESTONE ("Client")
Signed:
Signed:
Name:
Name: Zr6
Title:
Title:
Date:
Date:
Addendum No. 12 to Master Services Agreement No. 16458 Pagel of 21
PRICING: LASERFICHE EXPANSION
MCCi
3717 Apalachee Parkway, Suite 201
Tallahassee, FL 32311
850.701.0725
850.564.7496 fax
Client Name: Town of Firestone
Client Address: PO Box 100, Firestone, CO 80520
Quote Number: 25557
Order Type: Expansion
Product Description:
CONTENT SERVICES SOFTWARE LICENSING FOR AVANTE
R1 Laserfiche Avante Named Full User with Web Access
Q Laserfiche Avante Standard Audit Trail
0 Laserfiche Avante Forms Professional
Laserfiche Software Subtotal
GRAND TOTAL - ONE-TIME SOFTWARE
Product Description:
LASERFICHE ANNUAL SOFTWARE SUPPORT - BASIC
0 Laserfiche Avante Named Full User with Web Access
0 Laserfiche Avante Standard Audit Trail
0 Laserfiche Avante Forms Professional
Laserfiche Annual Recurring Software Support Subtotal
MCCi ANNUAL SUBSCRIPTION
0 Common Web Service API by MCCi
MCCi Annual Recurring Subscription Subtotal
GRAND TOTAL- RECURRING ANNUAL SUPPORT/SUBSCRIPTION
Bill /Ship to: Ivy Pitts
ipitts@firestoneco.gov
cc AP Contact: ipitts@firestoneco.gov
Quote Date: October 24, 2022
Qty. Unit Cost Total
$600.00 $600.00
$75.00 $75.00
$50.00 $50.00
$725.00
Qty. Unit Cost Annual Total
$126.00 $126.00
$15.75 $15.75
$10.50 $10.50
$152.25
1 $5,250.00 $5,250.00
$5,250.00
Service Description: Qty. Unit Cost Total
MCCi PROFESSIONAL SERVICES - STATEMENT OF WORK
0 Deployment of CWS API and Configuration with Citizen5erve 1 $42,375.00 $42,375.00
Please see Exhibit A for a detailed Statement of Work (SOW).
Addendum No. 12 to Master Services Agreement No. 16458 Page 2 of 21
Professional Services Subtotal
0 Service Level Agreement Client Discount
$4$375.00
($4,237.50)
GRAND TOTAL - ONE-TIME SERVICES no '
0 Laserfiche Recurring Annual Support Proration for 16 Months
0 MCCi Subscription Proration for 16 Months
$50.75
$1,750.00
$46, 065.50
All Quotes Expire 30 Days from Quote Date
This is NOT an invoice. Please use this confirmation to initiate Client's purchasing process.
RECURRING SERVICES
The Recurring Services portion of this Order will be based on the pricing at the time of renewal. It will systematically
renew unless written notice of termination has been provided per the master agreement. In the event that a
manufacturer increases its prices for recurring annual services, the increase will be passed along to the Client. No
more than once per year, MCCi may adjust its recurring annual services (services not related to 3rd party
manufacturers) to coincide with current U.S. inflation rates; any increase will not exceed the cumulative increase in
the Consumer Price Index (CPI) occurring since the last price increase. Please note that if you subscribe to volume -
based solutions, additional user licenses may increase the cost of those items at the time of your next annual renewal.
SALES TAX
Sales tax will be invoiced where applicable and is not included in the fee quote above.
REMOTE SERVICES
All services will be performed remotely unless noted otherwise.
Addendum No. 12 to Master Services Agreement No. 16458 Page 3 of 21
PRODUCT ORDER TERMS
viw win process rroaucL Users ds iuuuws.
Product/ServiceDescription Timing of Product
All Software, Recurring Annual Within 30 days of receipt of Order
Support/Subscription, and
Supplemental Support Services
The act of MCCi processing orders determines the start date of annual Recurring Service periods. Establishment of
start dates for 3'd party manufacturer products are subject to each manufacturers current policy.
BILLING TERMS
MCCi will invoice Client as follows:
Product/Service Description
All Software, Recurring Annual
- Initial Sale: Upon delivery of software or activation of the subscription
Support/Subscription, and
- Annual Renewal: 75 days in advance of expiration date
Supplemental Support Services
Professional Services:
Defined in Statement of Work
Statement of Work
MCCi shall not send any invoices nor claim payment for any fees or expenses incurred by MCCi until both parties
authorize this Order. Sales tax will be invoiced where applicable and is NOT included in the Pricing section.
Addendum No. 12 to Master Services Agreement No. 16458 Page 4 of 21
MCCi ASSUMPTIONS
TECHNICAL SUPPORT
Clients may contact MCCi support via MCC!'s Online Support Center, email (support@mccinnovations.com), or
telephone 866-942-0464. Support is available Monday through Friday (excluding major holidays) from 8 am to 8 pm
Eastern Time.
PROFESSIONAL SERVICES
CHANGE ORDER PROCESS
Any deviations from the contract will be documented in a Change Order that Client must execute.
CONFIGURATION ASSISTANCE
Many of MCCi's packages list remote configuration assistance for up to a certain number of days. This is based on
total days, not business days.
TRAVEL
MCCi will schedule travel in consecutive days for most engagements unless otherwise stated or agreed upon.
SCHEDULING
All rates are based on normal business hours, Monday through Friday from 8 am to 5 pm local time. If scheduling
needs to occur after business hours, additional rates may apply.
RETURN POLICY
Any product returns are subject to the manufacturer's return policy.
LIMITED LIABILITY
If the Master Agreement is silent on each Parties' limited liability, liability is limited to the amount of dollars received
by MCCi directly associated with this Order.
PRE-EXISTING INTELLECTUAL PROPERTY (IP)
The following products noted below are deemed Pre-existing IP as defined in the Master Agreement and are not
considered "Works Made for Hire" and as such all rights, title or interest remains with MCCL Client shall retain, a non-
exclusive, royalty -free, world-wide, perpetual license to use the product(s) is such product(s) is integrated into the
solution purchased by Client.
• Laserfiche PowerPack by MCCi
• Laserfiche EnerGov Integration by MCCi
• Laserfiche Neogov Integration by MCCi
• GoFiche Suite for Avante/Rio/Subscription
• Common Web Service API for Laserfiche
CLIENT SOLUTION CUSTOMIZATIONS
Client may also choose to customize their system internally, without MCCi's help. MCC! is not responsible for any
damages caused by the user's customization of the system not performed by MCCl. MCC! will not be held responsible
for correcting any problems that may occur from these customizations. Routine updates to as provided by software
Addendum No. 12 to Master Services Agreement No. 16458 Page 5 of 21
manufacturers may affect any customizations made by entities other than MCCi. If MCCi's help is required to
correct/update any customizations made by any entity other than MCCi, appropriate charges will apply.
CLIENT INFORMATION TECHNOLOGY ASSISTANCE
For MCCi to excel in providing the highest level of service, Client must provide timely access to technical resources.
Client must provide adequate technical support for all MCCi installation and support services. If Client does not have
"in-house" technical support, it is Client's responsibility to make available the appropriate Information Technology
resources/consultant when needed.
Addendum No. 12 to Master Services Agreement No. 16458 Page 6 of 21
LASERFICHE ASSUMPTIONS
The following assumptions are current as of the date of order. Manufacturer's terms and conditions are subject to change.
LASERFICHE END USER LICENSE AGREEMENT (EULA)
By accepting this Order, Client acknowledges Laserfiche's EULA and agrees to abide by its terms and absolve MCCi of
any Laserfiche product -related liability.
LASERFICHE SOFTWARE SUPPORT PLAN
MCCi acts as first -tier support and works with Laserfiche, who would provide second -tier level support when needed.
Laserfiche software support plans are applicable to actively supported perpetual software and are bundled with on -
premises Subscription and Cloud systems. All software support plans are on a yearly subscription basis and
accompany the applicable software product designed, developed, created, written, owned, or licensed by Laserfiche.
On -premises Subscription and Cloud system subscribers are advised to export data from their Laserfiche system
prior to cancellation or any other termination.
ACTIVE LASERFICHE SOFTWARE SUPPORT PLAN BENEFITS INCLUDE:
• Easy remote access to MCCi's team of Laserfiche Gold Certified Support Technicians
• Access to new product update versions and hotfixes
• Software credit eligibility for product upgrades, as determined by Laserfiche's then current policy
Continued access to Client's Laserfiche solution*
* Specific to Laserfiche Cloud and Laserfiche on -premises Subscription licensed Clients
POLICIES
To receive periodic product updates for a Laserfiche Software Solution, its associated software support plan must
be purchased and maintained throughout the software term.
All software support plan subscriptions are annual, prepaid and non-refundable
The annual term start date for new systems is established by Laserfiche at the time MCCi submits an order to
Laserfiche on Client's behalf.
For platform upgrades, software and support credit eligibility is determined by Laserfiche's then current policy.
To receive any available software or support credit, Client's support plan must be active (i.e., support plan has not
expired)
For expansion purchases, the applicable service period is prorated to match Client's existing or future service
period, which is dependent on Laserfiche's then current policy and the timing of the expansion order vs. the
Client's annual service period renewal date (i.e., prorating for less than four months may not be permittable due
to the timing of renewal invoicing.)
LATE PAYMENTS
If payment is not received before Client's renewal date, Client's Laserfiche software support plan expires. Please
allow up to five (5) business days after receipt of payment for MCCi to process renewal payment to Laserfiche.
Impact of Expiration:
Client will be able to access MCCi Support Technicians for 30 days post expiration. However, if there are support
issues that require Laserfiche involvement, these issues cannot be resolved until Client's support is renewed.
Perpetual software support plan: Access to the Laserfiche support website and Laserfiche technicians will no
longer be available until MCCi receives Clients renewal payment and processes payment to Laserfiche.
Addendum No. 12 to Master Services Agreement No. 16458 Page 7 of 21
Laserfiche on -premises Subscription or Laserfiche Cloud: Access to Client's Laserfiche solution will be turned off
after 30 days and Client's access to the Laserfiche support website, and Laserfiche technicians will no longer be
available until MCCi receives Clients renewal payment and processes payment to Laserfiche. Laserfiche on -
premises Subscription Clients must reactivate the on -premises Subscription system following payment of the
software support plan renewal to ensure uninterrupted usage.
Reinstatement Fees: In order to receive uninterrupted support for perpetual on -premises Laserfiche Software
Solutions, Client must maintain a software support plan for the term of the Laserfiche Software Solution. In the
event that Clients software support plan is expired for more than 45 days, the plan will need to be reinstated.
Reinstatements reset the annual date of the software support plan, and the cost includes one year of the software
support plan in addition to the Reinstatement Fee. The Reinstatement Fee is a 10% markup on the lapsed value
of the software support plan. The Reinstatement Fee includes the number of days lapsed since your software
support plan expired.
INTEGRATIONS
Third -party Laserfiche integrations or utilities may consume one (1) or more Laserfiche user licenses depending on
how the vendor designed and coded the integration. These additional licensing needs should be verified by Client
and considered in the user licensing purchased.
LASERFICHE SOLUTION PROVIDER OF RECORD
As Client's current Solution Provider of Record, Laserfiche's policy dictates that MCCi is the only Laserfiche Solution
Provider that has access to Client's support account, along with the ability to download software licenses and
activations, process subscription renewals and initiate additional purchases on Client's behalf. Unless Client decides
to cancel Client's contract with MCCi or work with Laserfiche to formally change Client's Laserfiche Solution Provider
of Record, future purchases and subscription renewals will be processed and provided by MCCL
Addendum No. 12 to Master Services Agreement No. 16458 Page 8 of 21
TABLE OF CONTENTS
Statementof Work ("SOW")........................................................................................................................11
Background...................................................................................................................................................11
ProjectObjectives........................................................................................................................................11
ProjectStakeholders...................................................................................................................................12
GeneralInformation....................................................................................................................................................................................12
MCOSOW Preparation Information.........................................................................................................................................................12
ClientDecision Maker.................................................................................................................................................................................12
ClientProject Stakeholders........................................................................................................................................................................12
Milestones& Deliverables...........................................................................................................................13
Excluded........................................................................................................................................................................................................
14
General..........................................................................................................................................................................................................14
SOWAssumptions........................................................................................................................................15
DeliverableAcceptance Criteria.................................................................................................................................................................1
S
General..........................................................................................................................................................................................................
15
LimitedLiability............................................................................................................................................................................................16
Installation....................................................................................................................................................................................................16
Development................................................................................................................................................................................................16
Roles& Responsibilities..............................................................................................................................17
ProjectManager...........................................................................................................................................................................................
17
SystemEngineer..........................................................................................................................................................................................17
Developer.....................................................................................................................................................................................................
17
BillingSchedule............................................................................................................................................18
FixedFee Billing Schedule..........................................................................................................................................................................18
Process& Escalation....................................................................................................................................19
ChangeOrder Process................................................................................................................................................................................19
IssueEscalation............................................................................................................................................................................................19
AppendixA....................................................................................................................................................20
Item#1 -Filing WorkFlow Example...........................................................................................................................................................20
Addendum No. 12 to Master Services Agreement No. 164S8 Page 10 of 21
STATEMENT OF WORK ("SOW")
This Statement of Work (including appendices hereto, the ("SOW") is part of Client's Master Agreement with MCCi (the
"Master Agreement") and will serve as an Exhibit to the Order. If there is any conflict or inconsistency between the
provisions of this SOW and the Master Agreement, the provisions of the Master Agreement shall apply unless the
discrepancy is specifically called out within this SOW in which case this SOW shall control solely with respect to such
conflict or inconsistency. All capitalized terms not otherwise defined herein shall have the meaning ascribed to them
in the Master Agreement. In consideration of the foregoing and of the mutual covenants and promises set forth
herein, MCCi and Client agree as follows:
BACKGROUND
Client currently has deployed a Laserfiche Avante system and is in the process of deploying CitizenServe permitting
software. The Client has expressed a need to have their CitizenServe system output documents and metadata and
have that information stored within their Laserfiche System. This will allow for content to be stored securely as well
as governed by the retention policies in Laserfiche.
PROJECT OBJECTIVES
Project Kickoff and Staging
MCCi will deliver a Filing Workflow Process for automation of up to twenty (20) document types sent from
CitizenServe to Laserfiche via the CWS API
MCC! will deliverthe MCCi Common Web Service Application Programming Interface (CWS API) for facilitating the
integration between CitizenServe and Laserfiche
City will have one ENDPOINT to send up to twenty (20) document types with up to ten (10) unique pieces of
information per document type from CitizenServe to Laserfiche.
Solution Handoff and Project Closeout
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Addendum No. 12 to Master Services Agreement No. 16458 Pagel 1 of 21
PROJECT STAKEHOLDERS
GENERAL INFORMATION
MCCi SOW PREPARATION INFORMATION
CLIENT DECISION MAKER
[remainder of page left intentionally blank]
Addendum No. 12 to Master Services Agreement No. 16458 Page 12 of 21
MILESTONES & DELIVERABLES
#1: Project Kickoff and
Staging
#2: Creation and
Implementation of
Filing Workflow Process
for Documents received
from CitizenServe
#3: Create Detail Design
Document for
Integration with
CitizenServe Utilizing
the MCCI CWSAPI
Project Kickoff: MCCI team will coordinate and conduct 30-minute meeting with
Client project stakeholders to review project objectives, assumptions, deliverable(s);
and discuss procedures, plans, collaboration platform, roles, timeline, etc.
Remote Access Set Up for MCCI Project Team: Client IT contact will work with MCCi
Project Manager to establish the appropriate remote server access needed for the
project and according to Client's internal security protocols
MCC! while remotely accessing the Client's system will create and deploy a Filing
Workflow process for documents received by the CitizenServe Integration. The Filing
Workflow will be configured for up to 20 document types and will allow for the
reception of documents via the integration, standardizing of document naming
conventions, indexing provided from CitizenServe, routing to and creation of
folder structure, and root level secu
MCCI will work with Client and Client's CitizenServe technical resource to create a
detailed design document for Laserfiche and CitizenServe to integrate in the following
way:
CitizenServe will send a batch of documents and metadata at the end of the
CitizenServe workflow to an ENDPOINT that MCCI will setup using the CWSAPI. The
documents will be in PDF form and the following example was given by
CitizenServe:
"the end point URL and the parameters (metadata) uploaded along with the file
content http://123.123.123.12/CitizenserveLoserfiche/apiAmport?
Address=13581 BELLE TAINE WAY ROGERS MN 55374
StreetNumber-13581
AddressStreetName=BELLE TAINE
FileType=Permitting
StreetName=BELLE TAINE WAY
PermitType=Residential Building Permit
Perm itNumb er=RB20-000218
PermitSubType=Residential Finished Basement"
CitizenServe will be responsible for writing the custom action to send up to twenty
(20) document types and up to ten (10) unique pieces of metadata per document
type to Laserfiche. The metadata will be mapped to fields within Laserfiche and
the data must contain a "CitizenServe Document ID". MCCI will provide the
ENDPOINT and documentation on MCCI CWSAPI that CitizenServe can pass
parameters and PDF documents to.
MCCi will create a business process for record destruction that completes the
following:
Weekly search repository for all records eligible for disposition AND have a
field that is not empty
for "CitizenServe Doc ID P Workflow will lace a hold on
_ --- - - '
Addendum No. 12 to Master Services Agreement No. 16458 Page 13 of 21
#4: Configure
integration with Citizen
Server to Design Details
Created in Milestone #3
#4: Client Testing
#6: System Handoff
#7: 30-Day Post -
Implementation
Configuration
Assistance
EXCLUDED
that record and/or folder with reason "Review for Disposition" on the search
results.
• E-mail notification sent to records manager with a search link to display all
items on hold with reason "Review for Disposition" assigned.
® Records Manager will approve records for disposition by removing the hold.
® Once the hold has been removed from the document the, Laserfiche
Workflow will send a RESTFUL call to CitizenServe with Document ID.
CitizenServe technical team will write a custom activity within their software
to delete the document with that ID.
. Laserfiche will then perform the final disposition on the record/folder.
Note: CitizenServe will provide MCCi with the exactAPl call required by CitizenServe.
Client will sign -off on the Detailed Design Document before moving forward to
Milestone #4.
MCCi system engineers will configure the necessary components to complete the
MCCi portion of the CitizenServe integration designed in milestone #3.
...___............
Client Testing Team will execute User Acceptance Testing ("UAT"). Client is responsible
for fully testing configurations prior to going live.
Client will go live with the system.
MCCi Project Team will continue to be available for 30-days for Not to Exceed 10
hours] after System Handoff. This time should be leveraged by Client for minor
modifications, assistance with deployment, strategy meetings, etc.
GENERAL
MCCi is not responsible for assigning an external URL for any web -based platform/software module.
n MCCi is not responsible for Installing and configuring Failover Clusters or Load Balancing
MCCi is not responsible for creating or maintaining a backup and recovery plans.
MCCi is not responsible for creating training documentation.
MCCi is not responsible forfinal testing including, but not limited to configuration changes made by Client'steam
prior to system Handoff.
Except where specifically noted, no custom coding is included; configuration work is restricted to the capabilities
associated with the out -of -the -box solution.
MCCi will not configure any Retention Policies or Laserfiche RME configurations as a part of this project.
MCCi will not configure anything within the CitizenServe environment.
MCCi is not responsible for anything not expressly included in this SOW.
Addendum No. 12 to Master Services Agreement No. 16458 Page 14 of 21
SOW ASSUMPTIONS
The following assumptions serve as the basis for this SOW. Any service or activity not described in this SOW is not
included in the Scope of services to be provided. Variations to the following may impact the SOW's cost and/or
schedule justifying a Change Order (defined below).
DELIVERABLE ACCEPTANCE CRITERIA
MCCi's completion of a Deliverable to Client shall constitute that MCCi has conducted its own review and believes
it meets Client's requirements.
Client shall then have the right to conduct its own review of the Deliverable as Client deems necessary.
If Client, in its reasonable discretion, determines that any submitted Deliverable does not meet the agreed upon
expectations, Client shall have five (5) business days after MCCi's submission to give written notice to MCCi
specifying the deficiencies in reasonable detail.
MCCi shall use reasonable efforts to promptly resolve any such deficiencies.
Upon resolution of any such deficiencies, MCCi shall resubmit the Deliverable for review as set forth above.
Notwithstanding the foregoing, if Client fails to reject any Deliverable within five (5) business days, such
Deliverable shall be deemed accepted.
GENERAL
Client agrees that the work schedule described herein represents MCCi's current best estimate and is subject to
possible change due to circumstances beyond MCCi's direct control and/or new or additional information
discovered during the course of the project. Further, Client understands and acknowledges that MCCi's ability to
meet such work schedule is dependent upon, among other things, the accuracy of the assumptions and
representations made by Client, the timeliness of Client business decisions, and the performance of Client and
Client's vendor personnel in meeting their obligations for this project and in accordance with this SOW.
If either party identifies a business issue during the project, MCCi and Client must jointly establish a plan to
resolve the issues with a potential impact analysis of timeline and budget within five (5) business days of
identification.
Any necessary business decision resulting from the identified business issues must be made by Client within five
(5) business days from request.
Client shall provide MCCi accurate data throughout the requirements gathering process.
Client is responsible to ensure that adequate hardware/infrastructure is in place and capable of handling the
extra resources that may be required to support the Business Process Configuration, related software, etc.
Any additional software licensing needs related to this service/process configuration have not been considered
or included as part of this SOW. Client is responsible for ensuringthatthe required software licensing is available.
If the Services require MCCi to access or use anythird parry software products provided or used, Client warrants
that it shall have all rights and licenses of third parties necessary or appropriate for MCCi to access or use such
third party products and agrees to produce evidence of such rights and licenses upon the reasonable request of
MCCi and to indemnify, hold harmless and defend MCCi from and against any claims, actions, demands, lawsuits,
damages, liabilities, settlements, penalties, fines, costs and expenses (including reasonable attorneys' fees) to
the extent arising from MCG's access to or use of such third party products.
Client will maintain primary contacts and project staff for the duration of the project, as a change in staff may
result in a Change Order for time spent by MCCi on retraining, reeducating, or changes in direction.
Through the course of this project, MCCi may choose to utilize the third -party service Asana
(http://www.asana.com) for project management and team collaboration. Documentation and correspondence
exchanged between MCCi and Client may be stored in Asana.
Client will ensure that all Clients personnel who may be necessary or appropriate for the successful performance
of the Services will, on reasonable notice: (i) be available to assist MCCi' personnel by answering business,
Addendum No. 12 to Master Services Agreement No. 16458 Page 15 of 21
technical and operational questions and providing requested documents, guidelines and procedures in a timely
manner; (ii) participate in the Services as reasonably necessary for performance under this SOW; and (iii) be
available to assist MCCi with any other activities or tasks required to complete the Services in accordance with
this SOW.
The Post -Implementation Configuration Assistance is intended to incur no more than 10 hours over the 30-day
period. This assistance is intended to aid in transitioning Client to MCCi Support.
All Services pricing assumes the Client will grant MCCi unattended access to the required infrastructure for the
project. Failure to provide this access can result in a Change Order increasing the cost to the Client and the
timeline of the project.
Client will license the CWS API and one additional Laserfiche Full Named User to be utilized by the API prior to
the CWS API deployment.
LIMITED LIABILITY
If the Master Agreement is silent on each Parties' limited liability, liability is limited to the amount of dollars received
by MCCi directly associated with this Order.
INSTALLATION
Client shall be responsible for setting up, testing, configuring, and otherwise managing users and user group
security, privileges, feature rights, and access rights.
Client shall provide supportt for any API -related configurations and integrations being developed by its team or
third parties.
Client shall identify users participating in the business processes and ensure that appropriate user licensing has
been acquired/assigned to them based on their role.
MCCi's technical team will be provided unattended remote access to Client's applicable servers during the
duration of the project outlined in this SOW.
DEVELOPMENT
The MCC! Common Web Service for Laserfiche API (CWSAPI), if provided, is delivered "as -is". MCCi may advise
how to make functional calls to the web service. New functions or changes to existing functions are not included
in the scope of this project. Use of the CWSAPI requires appropriate Laserfiche user licensing through named
users or a Laserfiche keyed integrator license .
[remainder of page left intentionally blank]
Addendum No. 12 to Master Services Agreement No. 16458 Page 16 of 21
ROLES & RESPONSIBILITIES
PROJECT MANAGER
Responsible for planning, organizing, managing, controlling, and facilitating communicating all phases of the project.
Will work with project resources to ensure accurate scoping and timely delivery of project.
SYSTEM ENGINEER
Responsible for integrating project technical aspects and making information relatable to non -technical personnel.
Will work through each phase of the given system and process, from plan along with expansion to validation and
operation, on measurable risk assessment, regularly concentrating on performance, testing, scheduling, and budgets.
DEVELOPER
Responsible for the design, development, coding, testing, and debugging of applications.
Addendum No. 12 to Master Services Agreement No. 16458 Page 17 of 21
BILLING SCHEDULE
FIXED FEE BILLING SCHEDULE
MCCi will bill Client based on the schedule defined below and will bill for actual out of pocket expenses incurred on a
monthly basis.
Kick Off
-011" "'' J
Progress Bill 1
_ 9,534.3
Progress Bill 2
$9,534.38
Progress Bill 3
$9 534.38
Project Close - Final Acceptance
$5,720.61
Total-T $38,137.50
If Client cancelsthis SOW between completed milestones in accordancewith the Master Agreement, MCCi may invoice
Client for a prorated share of the uncompleted milestone(s) for services actually performed through the date of such
termination.
Addendum No. 12 to Master Services Agreement No. 16458 Page 18 of 21
PROCESS & ESCALATION
CHANGE ORDER PROCESS
A Change Order is defined as a modification to the original contract price to complete Deliverables outlined in the
SOW or a revised SOW to describe work required to fulfil the SOW. As this project progresses, it may be necessary to
amend this SOW. Client understands that any change to this initial SOW will affect the fee and may extend the project
completion date. If changes are required, Clientwill send a written requestto MCCi outlining the requested change(s).
MCCi will assess the change(s) and provide Clientwith a formal Change Order request. This Change Order will include
the details of the scope change, as well as any additional costthat may be necessary in order to implement the same.
It may be necessary to halt work on this project while Client reviews the Change Order request. After reviewing and
approving the Change Order request, Client must return a signed copy to MCCi before work may proceed on the
project.
ISSUE ESCALATION
Client may use the following contact information for resolution and escalation of any unresolved issues and tasks.
MCCi will acknowledge escalations in writing and include steps toward resolution.
Addendum No. 12 to Master Services Agreement No. 16458 Page 19 of 21
APPENDIX A
ITEM #1 - FILING WORKFLOW EXAMPLE
Below is an example of a Filing Workflow configuration. A Filing Workflow is a configuration definition configured
within a Laserfiche environment to facilitate the standardization of filing protocols for documents stored in
Laserfiche. The solution is configured to standardize the file naming, metadata assignment, and storage location of
documents. The example below highlights how the definition will be configured within Workflow as well as how the
documents when created in Laserfiche will be filed based on the Workflow rule.
Vt7
Intake
Documents scanned/
imported to the Intake folder
monitored by Laserfiche
Workflow
Template: >�a Inh ucun -
Mor Name
(V�
r
Vella Ib
_.i
Conhr. Name
IMuscy '.,
Veiffie Dx.e t T,W
W25Wmi!ted WfaNt: 95(¢�1n)
LJ
Arm 41_
Filing Location
Workflow evaluates the
assigned metadata and
determines the filing location
based on the assigned
template and populated
metadata
Addendum No. 12 to Master Services Agreement No. 16458 Page 20 of 21
The screenshots below show the areas within Laserfiche Workflow where the process definition is configured. The
starting rule (first screenshot) defines what parameters are used to initialize the process. The flow diagram (second
screenshot) shows the actions the system will execute once the Workflow initializes.
Starting Condition Properties
The conditions below A be evaluated when the EventType tzars. Speafy wh6 repository's metadata wti be
available to the conditions with the 'Get "tadata fram' dropdow menu.
EventType: Entry Created
GetmetadatafOm: LasetReposi" (ta,erReposito ,,..
if all of these conditions are true
p Entry: Tyne eouah Dowmend
Entry : path stwts w,O) Untate
Entry; Temo6ate Name eauals Vendor Information
U`�r does not eouat workbw
Add mrdtion ! Add group
u Retrieve Field
Values
Retrieves ten -plate naive and field
valuee front a Laterfiche entrj and
;Te,te catD-tolnt0kenU tote used
by other actraities in Your viorkfroVa
deft n iti en.
Route Entry to
J Felder
Rc)utes the La�,erfidhe eritrt ba a
Specified folder.
11
Addendum No. 12 to Master Services Agreement No. 16458 Page 21 of 21