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Home My WebLink AboutAgreement - ECS Imaging, Inc. - ECS Annual Maintenance and Licensing for Laserfiche Support with ECS Gold Priority Support - Signed 2022-12-21City of Gilroy Agreement/Contract Tracking Today’s Date: December 15, 2022 Your Name: Thai Nam Pham Contract Type: Services over $5k - Contractor - NO ENG OR DESIGN Phone Number: 408 846-0204 Contract Effective Date: (Date contract goes into effect) 12/5/2022 Contract Expiration Date: 12/5/2023 Contractor / Consultant Name: (if an individual’s name, format as last name, first name) ECS Imaging, Inc. Contract Subject: (no more than 100 characters) ECS Annual Maintenance and Licensing for Laserfiche Support with ECS GOLD Priority Support Contract Amount: (Total Amount of contract. If no amount, leave blank) $12,502 By submitting this form, I confirm this information is complete: Date of Contract Contractor/Consultant name and complete address Terms of the agreement (start date, completion date or “until project completion”, cap of compensation to be paid) Scope of Services, Terms of Payment, Milestone Schedule and exhibit(s) attached Taxpayer ID or Social Security # and Contractors License # if applicable Contractor/Consultant signer’s name and title City Administrator or Department Head Name, City Clerk (Attest), City Attorney (Approved as to Form) Routing Steps for Electronic Signature Risk Manager City Attorney Approval As to Form City Administrator or Department Head City Clerk Attestation DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 TYPE OF PROCURMENT DOLLAR THRESHOLD / SIGNING AUTHORITY STAFF LEVEL DEPARTMENT HEAD CITY ADMINISTRATOR COUNCIL APPROVAL $0-$999.99 $1,000-$49,999.99 $50,000-$99,999.99 $100,000-Above EQUIPMENT /SUPPLIES/ MATERIALS Furniture, hoses, parts, pipe manholes, office supplies, fuel, tools, PPE items, etc…  Vendor selection at discretion of staff Payment Method Purchase Card or Payment Request (if vendor does not accept credit cards)  Informal bid/quotation – 3 quotes (verbal or written)  Purchasing Summary form w/ Purchasing Approval  Purchase Requisition Payment Method Purchase Order*  Informal bid/quotation – 3 written quotes  Purchasing Summary form w/ City Administrator Approval  Purchase Requisition Payment Method Purchase Order  Formal Bid  Advertisement  Council Approval  Purchase Requisition signed by City Administrator Payment Method Purchase Order GENERAL SERVICES Janitorial, landscape maintenance, equipment repair, installation, graffiti abatement, service inspections, uniform cleaning, etc…  Vendor selection at discretion of staff  May require insurance documents depending on scope/ nature of work Payment Method Purchase Card (if incorporated) Signed Payment Request (if sole proprietor or partner)  Informal bid/quotation – 3 quotes (verbal or written)  Purchasing Summary form w/ Department Head Approval  Standard Agreement  Purchase Requisition Payment Method Purchase Order*  Informal Bid/RFP quotation – 3 written quotes  Purchasing Summary form w/ City Administrator Approval  Standard Agreement  Purchase Requisition Payment Method Purchase Order  Formal Bid/RFP/RFQ  Advertisement  Council Approval  Standard Agreement  Purchase Requisition Payment Method Purchase Order PROFESSIONAL SERVICES Consultants, architects, designers, auditors, etc...  Vendor selection at the discretion of staff  Purchase Summary Form w/ Purchasing Approval  Standard Agreement signed by Department Head  Purchase Requisition Payment Method Purchase Order  RFP/RFQ to at least 3 consultants  Purchase Summary Form w/ Department Head Approval  Standard Agreement  Purchase Requisition Payment Method Purchase Order  RFP/RFQ to a list of consultants  Evaluation Spreadsheet w/ City Administrator Approval  Standard Agreement  Purchase Requisition Payment Method Purchase Order  Formal RFP/RFQ  Advertisement  Council Approval  Standard Agreement signed by City Administrator  Purchase Requisition Payment Method Purchase Order DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 LASERFICHE AVANTE PROPOSAL Submitted to: City of Gilroy Date Submitted: 09/01/2022 Rev 12/06/2022 Valid Through: 12/31/2022 ECS Imaging, Inc. 5905 Brockton Ave. Suite C Riverside, CA 92506 Toll Free – (877) 790-1600 www.ecsimaging.com Submitted By: Pete Herschelman 951-787-8768 x1201 pete@ecsimaging.com DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 2 | 19 LASERFICHE AVANTE Table of Contents ECS COMPANY BACKGROUND ............................................................................................................................... 3 ORGANIZATIONAL CHART ................................................................................................................................................ 5 LASERFICHE QUALIFICATIONS ................................................................................................................................ 6 LASERFICHE AVANTE SOFTWARE PRODUCT DESCRIPTIONS ................................................................................... 7 ADDITIONAL PROPOSED LASERFICHE SOFTWARE MODULES .................................................................................................. 8 DIGITAL SIGNATURE SOLUTION OPTIONS ......................................................................................................................... 10 SUPPORT AND MAINTENANCE ....................................................................................................................................... 11 TRAINING ................................................................................................................................................................... 11 ECS SUPPORT, LASERFICHE ANNUAL MAINTENANCE AND LICENSING PROPOSAL ................................................ 14 YEAR 1 – 20% DISCOUNT OF CURRENT YEAR PRICE LIST .................................................................................................... 14 YEAR 2 AND ONWARDS PRICING .................................................................................................................................... 15 LASERFICHE AVANTE PRICE LIST ........................................................................................................................... 16 LASERFICHE AVANTE INTEGRATIONS ................................................................................................................................ 18 LASERFICHE SUBSCRIPTION ADD-ONS .............................................................................................................................. 18 DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 3 | 19 LASERFICHE AVANTE ECS Company Background ECS Imaging has been in business for 32 years and has maintained the same mission since its inception; the customer comes first. With a strong leadership team delivering a consistent vision, ECS works to provide our customers with the highest quality service possible. Our mission of blending technology to meet business needs has been the foundation. ECS became a Laserfiche Solutions Provider in 1995 and has achieved top performance recognition consistently every year since. The company services our customer’s implementations from our offices in Riverside and Concord. ECS Imaging is a PLATINUM Certified Laserfiche Solutions Provider and has continuously been ranked as the top Solutions Provider in the western United States for 27 consecutive years, and achieving the status of 3rd largest Laserfiche provider in the world since 2017. Our efforts are focused on helping organizations become more efficient by automating manual tasks and eliminating paper-based business processes. We specialize in providing local government innovative turn-key document management solutions with the award winning Laserfiche Enterprise Content Management Systems. ECS Imaging is a full-service document management solutions provider offering a full range of turn-key services including: ▪ Laserfiche Software Installation and Consulting ▪ Project Management ▪ Systems Integration ▪ Cloud Migration Services ▪ Business Process Automation ▪ Data Conversion Services ▪ On-going Support of Software and Hardware ▪ Remote and On-Site Training and On-going Support ▪ Out-of-the-box Integrations and Custom Integrations with 3rd Party Applications ▪ Custom Documentation ▪ Scanning Services (including Large Maps, Microfilm, Microfiche conversion) ▪ Complimentary Quarterly User Group Workshops with Training ▪ Complimentary Annual Training Conferences (20 Years) ▪ Monthly Training Webinars Our goal is helping organizations of all sizes improve business operations and increase productivity. We can help your organization: Eliminate Paper Based Processes, Automate Data and Information Collection, Secure Information from Unauthorized Use, Simplify and Secure the Management of Business Records, Meet Regulatory Compliance Needs, and more. With the largest technology staff of any Laserfiche Solution Provider in the Western US, we have the expertise, experience, and proficiency to successfully install and support any size Laserfiche system for any type of business. We have implemented systems for individual departments, multiple departments, multiple locations, enterprise wide and nationwide. We are a local government specialist with over 130 City and 20 County Laserfiche implementations. We understand the industry compliance requirements for government and document management in general. Our targeted focus provides expert consultative knowledge shared to our entire customer base. Additionally, ECS provides a personal touch with a dedicated implementation, project management and customer success team assigned to your projects. DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 4 | 19 LASERFICHE AVANTE 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 and the Document Management Industry provides our clients with the best consulting and support services available. We are a PLATINUM Certified Laserfiche Solutions Provider and all ECS Technicians are Laserfiche certified. ECS Technical staff has completed over 200 Laserfiche Certifications collectively along with many network and database certifications. Our Team has the resources, experience, and expertise to manage and support any size project for any organization. ECS has earned Winner’s Circle status consistently. Laserfiche Winners Circle is an exclusive annual event attended by the top Laserfiche Solution Providers in the world that demonstrate outstanding sales growth, performance, and a commitment to exceptional customer service. ECS has ranked the top 3rd in the world for many years and the top provider in California since we started with Laserfiche in 1995. ECS is competently ranked as a PLATINUM level Laserfiche Solutions Provider. How the ECS Team is here for you Executive Team ✓ Key Stake Holders ✓ Ensuring (ARO) Accountability, Responsibility, Ownership ✓ Leadership Customer Success Team ✓ Main Point of Contact /Feedback ✓ User Experience and Success ✓ Coordination of Services ✓ Product Consulting Project Management Team ✓ Projects for Business Process Improvements ✓ Automated Workflows & Forms Processes ✓ Laserfiche Integrations ✓ Training on Laserfiche solutions Technical Support Team ✓ Technical Support ✓ Updates and Upgrades ✓ Server and Cloud Migrations ✓ Training on products ECS Customer Commitment ECS is committed to our customer’s success. By providing exceptional and consistent implementation, training, and consultative support services we can ensure that our customers have the tools and knowledge to successfully achieve their document management initiatives. This is reflected in the feedback we have received from our customers through over 90+ 5-Star Google Reviews. Link to Google Reviews and Customer Success Stories on how ECS has helped many similar organizations. DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 5 | 19 LASERFICHE AVANTE Organizational Chart DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 6 | 19 LASERFICHE AVANTE Laserfiche Qualifications Laserfiche Leads in Local Government ▪ Laserfiche has over 30 years of experience in the local government market and is used by thousands of government agencies worldwide ▪ Laserfiche is the enterprise content management (ECM) of choice for the majority of CDG’s top digital cities and counties ▪ Over 3,000 Cities Nationwide and 1/3 of the Counties Laserfiche Enterprise Platform Laserfiche Solution Highlights ▪ Automated Business Processing ▪ Mobile App ▪ Electronic Forms ▪ Electronic Signatures ▪ WebLink Public Portal ▪ Content Management ▪ Records Management ▪ Audit Trail & Reporting ▪ Redaction & OCR Built-in ▪ Desktop & Web - Clients/Admins ▪ Advanced Capture Tools ▪ Trusted Systems Compliance ▪ Laserfiche Cloud Out of Box Integrations ▪ Microsoft Office & SharePoint ▪ Granicus ▪ DocuSign ▪ ESRI / GIS ▪ Email Archiving ▪ Tyler EnerGov ▪ Accela TruAutomation ▪ SAP ▪ 100’s more using Connector Laserfiche Awards and Recognition Laserfiche has excelled at winning awards throughout its legacy since 1987. Here’s a few recent very accomplished accolades. ▪ Gartner Peer Insights - Laserfiche Named a 2020, 2021 and 2022 Gartner Peer Insights Customers’ Choice for Content Services Platforms. The “Voice of the Customer” ▪ Gartner Peer Insights shows 95% would recommend Laserfiche and overall rating of 4.7 of 5. ▪ Nucleus Research Traditional old-style enterprise content management (ECM) was an inflexible product designed purely for document storage and simple retrieval. Today, modern ECM includes advanced technologies such as artificial intelligence (AI) and machine learning (ML) that automate business processes, improve data capture and classification, provide contextual search capabilities, and deliver information governance. The Nucleus Research ECM Technology Value Matrix 2018 reflects advances made this past year, evaluating vendors for functionality, usability, and the value that a vendor’s solution brings to the client. DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 7 | 19 LASERFICHE AVANTE Laserfiche Avante Software Product Descriptions What You Get With Laserfiche Avante Laserfiche Avante utilizes Named User Licensing that follows a slightly more al-la-cart approach than other Laserfiche licensing models. For implementation of 1 to 100 users Avante can be great choice. The following features are standard with the Laserfiche Avante System installation, you may already be using several of the software modules listed below. 1. Web Access Client 2. Workflow 3. Mobile 4. Forms Essentials 5. Email and Snapshot 6. MS Office and SharePoint Integration 7. Web Administration Console 1. Laserfiche Client - Laserfiche offers both a web client and a desktop client. With the Web Access Client, staff can search, retrieve, and work on documents within the Laserfiche repository through their web browser (intranet or internet). 2. Laserfiche Workflow - Workflow is a powerful business process automation tool that improves productivity, provides rule-based routing, email notifications, activity monitoring and built-in reporting. 3. Laserfiche Mobile - The Laserfiche mobile app allows you to capture, upload, and securely access and work with documents in and outside your Laserfiche repository. Users can download the Mobile app from Google Play, iTunes App Store, or Windows. 4. Laserfiche Forms Essentials - Forms Essentials offers the core features including mapping out processes, designing forms, and basic reporting capabilities. ▪ Build Forms and business processes ▪ View an operational dashboard to quickly and easily view information on a process ▪ View reports on process instances, tasks, and process data ▪ Organize and route tasks to other users ▪ Direct approval through email 5. Laserfiche Email - Allows users to send documents stored in the Laserfiche repository to internal and external recipients. Laserfiche Snapshot - Converts electronic documents into TIFF images and imports them into your digital repository. 6. MS Office Integration - 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. With Office Integration, you can quickly save files to Laserfiche directly from Office applications, update Office documents already in your repository. SharePoint Integration - With the Laserfiche and SharePoint Integration components included with Laserfiche Web Access, documents can be easily accessed from Microsoft® SharePoint®. List any part of your Laserfiche repository on a SharePoint page. Scan directly to a Laserfiche folder, right from your SharePoint site. Retrieve Laserfiche documents or folders using the SharePoint search box. DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 8 | 19 LASERFICHE AVANTE 7. Laserfiche Web Administration Console - The Laserfiche Web Administration Console is an administrative tool that provides secure access to your Laserfiche repository for authorized users via an Internet browser. Administrators can work in their repositories from anywhere, including remote sites, client computers, and even mobile devices, easily and securely. Additional Proposed Laserfiche Software Modules ☐ Laserfiche Forms Professional - Provides full access to all functionality within Forms for all the Rio named users. Build web forms in minutes. Laserfiche Forms allows you to easily and quickly create electronic fillable forms with simple drag and drop that can be published on intranets or public websites with no coding or scripting required. Capture information and process it quickly to ensure information is accessible to authorized employees throughout your organization. Laserfiche Forms Professional provides: Database lookups, Performance Dashboard, Enhanced Reporting including charts and graphs, Payment Gateway, and Geotagging. ☐ Forms Participant Users - Participant users have both read-only repository access and the ability to submit forms. ☐ Laserfiche Forms Portal - Extends the functionality of your Laserfiche Forms application to publicly available forms that can be completed and submitted online anonymously, meaning users do not need to login in order to complete and submit a form. ✓ Laserfiche Audit Trail - Audit Trail enables you to track all activities performed in a Laserfiche repository. Track all actions in the system from Log-in to Log-off. The tracked information is stored in log files that Audit Trail uses to generate reports. Combined with other aspects of the Laserfiche system, auditing not only helps to show compliance with legal regulations, but also contributes to the security of the Laserfiche repository. 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. Laserfiche offers three versions of Audit Trail: ☐ Starter Edition is geared towards basic regulatory compliance for tracking the modification of data stored in the repository. ☐ Standard Edition includes all the features of the Starter edition, and also has the ability to log more events, provide more flexibility in determining how events are logged, and log unsuccessful attempts to perform actions. ✓ Advanced Edition includes all the features of the Standard edition and also allows you to log security changes and the searches that are performed on a repository. An additional advantage of the Advanced Edition is that it allows the tracking of why users performed certain actions. Finally, the Advanced Edition supports watermarks, which is another form of client-side auditing. Watermarks require that a user select a watermark that will be imprinted on each page printed from Laserfiche. Client-side auditing helps your organization keep track of why a user performed a particular action. ✓ Laserfiche Weblink Public Portal - WebLink is a user-friendly public portal site for providing customizable external access to Laserfiche documents in read-only format. The Laserfiche WebLink DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 9 | 19 LASERFICHE AVANTE Designer allows you to customize the look and feel of pages, configure navigation elements, and add links to custom searches or folders. ✓ Laserfiche Quick Fields - Quick Fields is highly customizable data capture solution that automatically captures your critical information from paper, electronic documents, and databases then organizes it for fast retrieval. By automatically capturing the data you need, Quick Fields can reduce or eliminate the need for manual data entry, which is labor-intensive and error-prone. Quick Fields options: ✓ Real-Time Lookup and Validation Package - populates template fields and validates metadata by retrieving data stored in client databases and other applications. ✓ Barcode and Validation Package - reads a variety of industry standard bar codes horizontally and vertically. ✓ Zone OCR and Validation Package - automatically extracts text from specific form areas for rapid data capture and index field population. ☐ Forms Combo – Includes Forms Extractor, Forms Identification, and Forms Alignment. ☐ Forms Extractor - removes form outlines, isolating data for more accurate capture. ☐ Forms Identification - automatically recognizes the form or document based on its overall structure, even in the absence of barcodes, form data or other distinguishing information. ☐ Forms Alignment - The Form Alignment image enhancement repositions an image so it is aligned with a master form, which can improve the results of data extraction processes that are tied to a specific zone on the image. ☐ Optical Mark Recognition - detects marks on surveys, tests and ballots. OMR can determine whether check boxes have been filled in. ☐ Document Classification - eliminates the need for sorting prior to forms processing by recognizing multiple types of forms in a single session. ☐ Auto Stamp/Redaction/Bates Num. – Automatically apply stamped text, annotation, and redaction to a specified region of a document, and unique identifiers for evidentiary documents. ☐ Scripting Kit – Extends the functionality of Quick Fields with scripting to create custom processes. ✓ Laserfiche Quick Fields Agent - Quick Fields Agent allows you to schedule Quick Fields sessions and have them run unattended. By scheduling when document processing occurs, your organization can use network resources at non-peak hours. Quick Fields Agent keeps track of all scheduled sessions and reports on the results of schedules that have run. ☐ Laserfiche Import Agent - Import Agent can automatically retrieve files stored in a Windows folder and import them into a Laserfiche repository allowing numerous image capture devices (multi-function copier/scanners, network fax server, etc.) to work with Laserfiche. Automatically assign user-defined document templates, auto-populate index fields and create unique document names. You can also schedule Import Agent to import documents during off-peak hours. ✓ Laserfiche Records Management - Laserfiche Records Management simplifies the life cycle management of business records and supports the automatic enforcement of consistent, organization- wide records policies and reduces the cost of regulatory compliance. Records Management is DoD 5012.2 compliant ✓ Laserfiche Connector - Integrate Laserfiche with third party software applications in minutes without programming. 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. DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 10 | 19 LASERFICHE AVANTE ☐ Laserfiche Toolkit (SDK) - 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. The SDK comes with detailed documentation that includes tutorials and sample source code in C# and Visual Basic .NET. ☐ Laserfiche Digital Signatures - Digital Signatures gives users the ability to automatically sign and validate documents as they are created, reviewed and archived without leaving the Laserfiche environment. Digital signatures are a form of electronic signatures that act like a digital notary to your electronic assets, allowing you to verify the condition of your documents for the duration of their lifecycle. ☐ Laserfiche Plus - Laserfiche Plus is a publishing tool that allows for a selection of documents, their metadata, and folder structure to be published in an independent package onto a CD or DVD. Laserfiche Plus is fully equipped with a powerful search engine that allows you to search and retrieve documents. The Plus CDs/DVDs can be used for disaster recovery measures by providing access to critical documents at all times, even if your network is off-line. ✓ Additional Avante Repository - Your repository allows information to be organized and accessible from a central location. Information stored in your repository includes your documents and their contents, as well as folders and shortcuts. It also includes annotations, metadata, the folder structure itself, and additional information such as security settings, users and groups, and so on. This allows organizations to establish multiple environments such as Test, Development, and Production. ☐ Laserfiche ScanConnect - ScanConnect enables you to use ISIS scanning drivers. A collection of ISIS drivers are included with ScanConnect, enabling you to scan using supported scanners. A list of supported scanners can be found on the Laserfiche Support Site. If your scanner is not listed, you can manually install any ISIS drivers your scanner's manufacturer has provided. ☐ Integrated Solution - Digital Signature Solution Options ☐ Adobe Sign –This integration is for self-hosted customers, and can be accessed through the Laserfiche Business Process Library. With this integration, Laserfiche can make requests for digital signatures using Adobe Sign as part of a built-in step for any automated process. ☐ DocuSign - The Laserfiche Integration with DocuSign enables users to initiate a signing process from within Laserfiche Web Access. DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 11 | 19 LASERFICHE AVANTE Support and Maintenance ✓ Laserfiche Support Assurance Plan (LSAP) is an integral part of keeping your software up to date and ensuring that you have access to all of the latest features and functionality the software has to offer. The Laserfiche Software Assurance Basic Plan includes the following: ▪ Unlimited telephone support through your authorized reseller ▪ Free copies of Software Version Updates. ▪ All the latest hotfixes, updates and patches to keep your system running at peak efficiency. ▪ 24/7 access to the Laserfiche Support Site and Laserfiche Answers. ▪ Comprehensive training opportunities are available including quarterly Regional Training and the annual Laserfiche Institute Conference ▪ 100% of the purchase price of your current Laserfiche software can be credited to any new product purchase. ✓ ECS GOLD Priority Support is an optional support plan to the basic Laserfiche Software Assurance Plan (LSAP). Where LSAP offers a response time within 24 hours, ECS GOLD Priority Support responds promptly to our client’s needs and concerns. Our experienced tech team will respond within 4 hours of our client’s call. Most calls are answered immediately and resolved within the same business day. Also includes admission to our complimentary quarterly user group workshops and the ECS Annual Customer Conference (TRANSFORM). ECS GOLD Priority Support Plan includes a Toll-Free number with Unlimited Priority Phone Support with a 4- hour response time. Additional support avenues include a dedicated support email account (HelpDesk@ecsimaging.com), and Website with download/upload capabilities. We also offer Remote Desktop Assistance. ECS GOLD Priority Support is offered for on-site and remote technical assistance. Hours can be used for configuring workflows, forms, integrations, training, remedial support, additional consulting requirements, or for version upgrades/releases of the software. Support hours are 7:30 am – 5:00 pm, Monday – Friday PST excluding major holidays. All support will be provided through ECS Imaging, Inc. directly. Each customer maintains an experienced Customer Success Manager dedicated to your current and future needs. Your Customer Success Manager helps coordinate training and on-site visits, provides consultative advice to the project not only at the beginning, but also for planning out future requirements. This level of care ensures a smooth implementation and guarantees that our client’s expectations are met and exceeded always. Training Training can be provided onsite or remote by certified ECS trainers using the installed system, and can be scheduled for individuals or groups according to their role. Training sessions are developed and tailored specifically to our customer’s requirements. Training can be provided for new installations, new users, refresher training, updated features and functionality, additional software modules, etc. Below is an overview of the typical types of training we offer: DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 12 | 19 LASERFICHE AVANTE On-Site End-User Training 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, Working with Electronic Documents, Searching, Importing Documents, Exporting and Printing Documents, Snapshot, and Scanning. On-Site Administrator Training System Administrator Training begins with a comprehensive overview of the Laserfiche System. 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. On-Site Power-User Training ▪ Laserfiche Workflow Admin Training ▪ Laserfiche Forms Training ▪ Laserfiche Quick Fields Training ▪ Laserfiche Audit Trail Training ▪ Laserfiche Records Management Training ▪ Integration Training SDK / LF Connector ECS Ongoing Complimentary Training We believe in providing continued added value to our clients in an ongoing basis and assisting them in utilizing the solutions we provide to the maximum potential. That is why we offer complimentary training opportunities throughout the year to provide added value to your Laserfiche investment. ECS offers Monthly Training webinars to keep our customers up to date on the latest releases, features and industry insights. Additionally, our Annual Training Conference with multiple days of content and industry insights occurs in the fall for the last 20 years. Training Webinars and the ECS Annual Conference are provided at no cost to ECS customers. Laserfiche Empower Annual Conference in Long Beach, CA The Laserfiche Empower Conference provides an added value for a week long training event with hundreds of classes available for all knowledge levels. The Conference is scheduled for February 2022 and will be entirely virtual. Additional Laserfiche Training and Support Options ▪ Laserfiche Support Site - https://support.laserfiche.com ▪ Laserfiche Answers - https://answers.laserfiche.com ▪ Laserfiche User Manuals - https://support.laserfiche.com/kb/1012253/current-online-laserfiche- product-help-files ▪ Laserfiche Video Gallery - https://support.laserfiche.com/gallery/#/list#%2Flist (Login is required) ▪ Laserfiche Aspire – Learning Resources - https://support.laserfiche.com (Login is required) ▪ Laserfiche Certified Professional Program (CPP) - https://www.laserfiche.com/support- learn/certification (Login is required) Optional Online Training Opportunities Self-Guided Online Training - Laserfiche offers a Certified Professional Program (CPP) with online courses designed to provide users with step-by-step training on setting up, using and optimizing Laserfiche software. These self-guided online training courses are available on the Laserfiche Support site. The first DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 13 | 19 LASERFICHE AVANTE course (ECM 101) is available at no cost and is recommended for anyone new to Laserfiche. Additional courses are offered at a cost of $150 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. ▪ Gold Certification – Learn how to capture, process and store content with Laserfiche. This program provides eight e-learning courses and exams to certify customers and solution providers on installing, configuring and managing Laserfiche solutions. ▪ Platinum Certification - Become the ultimate power-user as you configure and troubleshoot robust Laserfiche systems. This program builds on the Gold Certification by providing five additional e-learning courses and exams that focus on advanced Laserfiche security, workflow, records management and more. DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 14 | 19 LASERFICHE AVANTE ECS Support, Laserfiche Annual Maintenance and Licensing Proposal Year 1 – 20% Discount of Current Year Price List DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 15 | 19 LASERFICHE AVANTE Year 2 and Onwards Pricing Year Discounts Applied Annual Maintenance and Licensing Cost 2 15% Discount $11,424.00 3 10% Discount $12,096.00 4 5% Discount $12,768.00 5 and onwards Laserfiche published list price for that renewal year $13,440.00 NOTE: Discount for years 2 & beyond will be calculated based on the Laserfiche published list price for that renewal year. Discounts shown above with current year pricing. DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 16 | 19 LASERFICHE AVANTE Laserfiche Avante Price List Core System Components Product Description Code Software Cost 1st year only Annual Support & Maintenance Servers *All Laserfiche Avante Servers include Laserfiche Workflow, one repository, and one Laserfiche Distributed Computing Cluster node. Laserfiche Avante Server for SQL Express with Workflow* MSE10 $ 1,500.00 $ 300.00 Laserfiche Avante Server for MS SQL with Workflow* MSE30 $ 5,000.00 $ 1,000.00 Laserfiche Avante Records Management Edition Server for MS SQL with Workflow* Requires purchasing Advanced Audit Trail for all Laserfiche Avante Named Full Users. Laserfiche Records Management Edition is DoD 5015.2 certified. MSE35 $ 11,000.00 $ 2,200.00 Laserfiche Records Management Module MSM60 $ 6,000.00 $1,200.00 Laserfiche Avante Additional Repository for SQL Express MSA10 $ 1,000.00 $ 200.00 Laserfiche Avante Additional Repository for MS SQL MSA30 $ 1,000.00 $ 200.00 User Types * Laserfiche Avante packages start with a minimum requirement of 10 Named Full Users Laserfiche Avante Named Full User Includes Laserfiche Web Client, Laserfiche App, Laserfiche Snapshot, Laserfiche Integration with Microsoft Office, and Laserfiche Forms Essentials. Laserfiche Forms Essentials requires Laserfiche version 10.2.1 or later. Can either be allocated to a single user or a device. Please note that devices cannot access Laserfiche web applications. MNF16 $ 600.00 $ 120.00 Laserfiche Avante Participant User Provides read-only repository access and the ability to participate in forms processes. Can only be allocated to a single user. Requires Laserfiche Directory Server. MPAR $ 350.00 $ 70.00 *Please see Laserfiche Subscription price list below for subscription user licensing, which includes Laserfiche Process, Participant, Community, and Education Users. Laserfiche Subscription Full Users cannot be combined with Laserfiche Avante Named Full Users. Additional System Components The quantity of system components must equal the quantity of Laserfiche Avante Named Full Users in system. Product Description Code Software Cost Annual Support & Maintenance Laserfiche Starter Audit Trail MATS16 $ 50.00 $ 10.00 Laserfiche Standard Audit Trail MATM16 $ 75.00 $ 15.00 Laserfiche Advanced Audit Trail with Watermark MATX16 $ 100.00 $ 20.00 Laserfiche Digital Signatures MDGSG16 $ 25.00 $ 5.00 Laserfiche Connector MCNC16 $ 25.00 $ 5.00 Laserfiche Forms Professional Form creation, submission, and ability to participate in routing for all Laserfiche Avante Named Full Users. MFRM16 $ 50.00 $ 10.00 DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 17 | 19 LASERFICHE AVANTE Server Add-ons Licensed per server. Product Description Code Software Cost Annual Support & Maintenance Portal Add-on Laserfiche Starter Public Portal Includes 10 concurrent retrieval connections through Laserfiche WebLink. MPP1 $ 25,000.00 $ 3,000.00 Laserfiche Standard Public Portal Includes 25 concurrent retrieval connections through Laserfiche WebLink. MPPS $ 25,000.00 $ 5,000.00 Laserfiche Midsized Public Portal Includes 50 concurrent retrieval connections through Laserfiche WebLink. MPPM $ 35,000.00 $ 7,000.00 Laserfiche Unlimited Public Portal Includes unlimited concurrent retrieval connections through Laserfiche WebLink. MPPX $ 45,000.00 $ 9,000.00 Laserfiche Web Distribution Portal Includes 5 concurrent retrieval connections through Laserfiche WebLink. All users log in with shared credentials. MPD $ 7,995.00 $ 1,600.00 Laserfiche Forms Portal Requires Laserfiche Forms Essentials. Allows form submissions from unlicensed (anonymous) users. Licensed for one Laserfiche Forms Server. MPFRM $ 7,995.00 $ 1,600.00 Integration Tool Laserfiche Software Development Kit (SDK) MTKN $ 2,500.00 $ 750.00 Desktop Add-ons Licensed per desktop. Product Description Code Software Cost Annual Support & Maintenance Capture Tools Laserfiche Quick Fields MCQ01 $ 595.00 $ 120.00 Laserfiche Quick Fields Scripting Kit MCQ18 $ 595.00 $ 120.00 Laserfiche Forms Combo Includes Document Classification, Forms Alignment, Optical Mark Recognition, Forms Identification, Forms Extractor, and Zone OCR and Validation Package. MCQC1 $ 9,995.00 $ 2,000.00 Laserfiche Document Classification MCQ09 $ 4,995.00 $ 1,000.00 Laserfiche Forms Alignment MCQ10 $ 2,495.00 $ 500.00 Laserfiche Optical Mark Recognition MCQ11 $ 2,495.00 $ 500.00 Laserfiche Forms Identification MCQ15 $ 2,495.00 $ 500.00 Laserfiche Forms Extractor MCQ16 $ 2,495.00 $ 500.00 Laserfiche Zone OCR and Validation Package MCQC3 $ 2,795.00 $ 560.00 Laserfiche Auto Stamp, Redaction, and Bates Numbering MCQ06 $ 495.00 $ 100.00 Laserfiche Barcode and Validation Package MCQC4 $ 1,695.00 $ 340.00 Laserfiche Real-Time Look Up and Validation Package MCQC5 $ 595.00 $ 120.00 Laserfiche Quick Fields Agent MCQ14 $ 9,955.00 $ 2,000.00 Laserfiche Import Agent MCA01 $ 1,495.00 $ 390.00 Scanner Driver Laserfiche ScanConnect MCSX1 $ 0.00 $ 100.00 DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 18 | 19 LASERFICHE AVANTE Digital Archiving and Publishing Laserfiche Plus MPL01 $ 3,795.00 $ 1,590.00 Laserfiche Avante Integrations Product Description Code Software Cost Annual Support & Maintenance Laserfiche for Ricoh MFD (2) MRC $400.00 $80.00 Laserfiche Connector for Samsung MSMC $400.00 $80.00 Keyed Integrator's License for Accela Integration (3) MACLA $0 $3,000.00 Keyed Integrator's License for EnerGov Integration (3) MENERGOV $0 $3,000.00 Keyed Integrator's License for SmartGov Integration (3) MSMTGOV $0 $3,000.00 Laserfiche Integration with DocuSign MDCSI $0 $300.00 Laserfiche Integration with Laser App MLASR $0 $300.00 Pricing Notes: A minimum of one year support must be purchased with each new system. When new users or software are added to the system, support should be adjusted so that all components of the system have the same renewal date. (2) The Laserfiche for Ricoh MFD is certified by Ricoh PTEC program. Version 1.1 supports the legacy, java-based Ricoh devices. Version 2.0+ supports the Android-based Ricoh devices. (3) The integration includes a pool of 25 users for one Laserfiche server. Laserfiche Subscription Add-ons The following Subscription-based user licensing can be combined with a Laserfiche Rio on-premises system. Subscription Users for Forms Participation. Quantities are able to fluctuate from year to year. Description Quantity Code Annual Cost Forms Participant Users: Participant user licenses allow you to view documents in the Laserfiche repository and authenticate to Laserfiche Forms to start processes and perform user tasks. Laserfiche Forms Participant Users (Forms & Retrievals) 10-49 JPAR $97.00 50-199 JPAR $68.00 200-499 JPAR $48.00 500-999 JPAR $34.00 1,000-1,999 JPAR $28.00 2,000-2,999 JPAR $19.00 3,000-4,999 JPAR $16.00 5,000+ JPAR $13.00 Community Users: Provides read-only repository access and the ability to participate in forms processes. For individuals not employed by the Licensee. Community users may not be used by Licensee’s employees, contractors, or consultants. Laserfiche Community Users (Forms & Retrieval) Block of 500 JCOMM $9,700.00 Block of 1,000 JCOMM $14,550.00 Block of 2,000 JCOMM $19,400.00 Block of 5,000 JCOMM $29,100.00 Block of 10,000 JCOMM $38,800.00 Block of 25,000 JCOMM $48,500.00 Block of 50,000 JCOMM $58,200.00 Block of 100,000 JCOMM $77,600.00 Block of 500,000 JCOMM $97,000.00 DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 P a g e 19 | 19 LASERFICHE AVANTE Education Users: Provides read-only repository access and the ability to participate in forms processes. For Qualified Educational Intuitions Laserfiche Education Users (Forms & Retrieval) Block of 2,000 JEDCOM $9,700.00 Block of 5,000 JEDCOM $14,555.00 Block of 10,000 JEDCOM $19,400.00 Block of 25,000 JEDCOM $24,250.00 Block of 50,000 JEDCOM $29,100.00 Block of 100,000 JEDCOM $38,800.00 Block of 500,000 JEDCOM $48,500.00 Optional Subscription based Modules Annual Cost Laserfiche Subscription Weblink (25 concurrent users) JPPM25 $12,130.00 Laserfiche Subscription Weblink (50 concurrent users) JPPM50 $16,200.00 Laserfiche Subscription Weblink (100 concurrent users) JPPM100 $20,800.00 Laserfiche Subscription Weblink (unlimited users) JPPMX $26,200.00 Laserfiche Subscription Forms Portal JEPFRM $3,880.00 Laserfiche Subscription ScanConnect JSCO1 $90 Laserfiche Subscription ScanConnect 5-Pack JSC05 $330 Laserfiche Subscription ScanConnect 10-Pack JSC10 $450 DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 ECS IMAGING, INC. ECS IMAGING, INC.: CITY OF GILROY William Wolfe President Thai Nam Pham City Clerk (Date) (Date) Approved as to Form: ATTEST: Andy Faber, City Attorney Christina Ruiz, Deputy City Clerk DocuSign Envelope ID: C299BDED-C632-457D-AD4D-E6BF7E897734 12/15/2022 12/21/2022