CPS - Complete Paperless SolutionsBY COMPLETE PAPERLES SOLUTIONS - ANAHEIM, CALIFORNIA
LASERFICHE AVANTE SUPPORT SERVICES
PROPOSAL
City of La Quinta
- 1 - City of La Quinta
4025 E. La Palma Avenue, Suite 204
Anaheim, CA 92807
tel: 866-661-2425 fax: 714-716-8215
www.cps247.com
Letter of Transmittal
May 14, 2018
City of La Quinta
City Clerk’s Department
78495 Calle Tampico
La Quinta, CA 92253
Dear Monika,
We are pleased to submit the attached proposal for the Laserfiche Avante support services.
Complete Paperless Solutions (CPS) is a certified Value-Added Reseller (VAR) of the award-winning
Laserfiche™ Enterprise Content Management solution as well as a respected systems integrator and
consultancy.
The CPS staff focuses its business on helping Municipalities like the City of La Quinta to meet the challenge of
providing a great public service to your citizens while working in a high-demand, electronic records-intensive
environment.
Our support and professional services team has over eighty years combined experience with the proposed
services and solution and is currently maintaining over one hundred and thirty similar systems in the United
States.
We would be pleased to discuss any aspect of this proposal and to provide additional information related to
our proposed solution or ability to deliver.
We look forward to your positive review of this proposal and to answering any questions that may arise.
Sincerely,
Claude Schott
Vice President of Sales
- 2 - City of La Quinta
Table of Contents
Letter of Transmittal ............................................................................................................................................... 1
1. Company Profile ............................................................................................................................................. 3
a. Organization Chart ................................................................................................................................................................ 4
b. Project Team ........................................................................................................................................................................... 4
2. Support and Maintenance .............................................................................................................................. 7
a. Support Contact Information ................................................................................................................................................. 7
b. Basic Support Level ................................................................................................................................................................... 7
c. Priority Support Level .............................................................................................................................................................. 7
d. CPS VIP Support Level .............................................................................................................................................................. 8
3. Pricing Proposal .............................................................................................................................................. 9
a. Laserfiche LSAP Software Support................................................................................................................................. 9
b. Professional Services ........................................................................................................................................................ 10
c. Laserfiche Software Purchase ....................................................................................................................................... 11
d. Turnkey Solution ................................................................................................................................................................ 11
- 3 - City of La Quinta
1. Company Profile
Complete Paperless Solutions (CPS) is headquartered in Anaheim with offices in Paso Robles and Vista. CPS
has been in business since 1996 and is an employee owned company and employs ten (10) staff members.
CPS is currently assisting and supporting over one hundred and fifty clients on a nationally with the majority in
California and the minority in Florida, Louisiana, Massachusetts, New York, Pennsylvania, Texas and Wisconsin.
CPS has the highest ratio of support engineers per customer in California compared to all other Laserfiche
resellers. CPS is also a proud sponsor of MISAC and CCAC.
With over 80 years of combined experience in content management know-how, CPS is an award-winning,
premier reseller of Enterprise Content Management Products (ECM). In fact, over the years we’ve become
California’s “go-to” ECM vendor of choice. CPS’s portfolio of skills includes: full in-house support, business and
systems analysis and development and customization resources. Our ability to integrate with existing
applications and make content management “work how YOU work” is unparalleled. Additionally, both private
and public-sector clients recognize that CPS is “THE” systems integrator when it comes to meeting both
governance and compliance statutes. Whether implementing a paperless-invoicing process or enhancing
client/case management, CPS has created and implemented systems for law enforcement, clerks’ offices,
county and local governments, courts, schools, legal services, property management, billing services,
manufacturing and many, many more.
A representative sampling of some of our customers would include the Cities of Bakersfield, Big Bear,
Chowchilla, Claremont, Cerritos, Commerce, Covina, El Centro, El Monte, El Segundo, Encinitas, Fontana,
Fountain Valley, Gilroy, La Habra Heights, Irwindale, Lodi, Menifee, Montclair, Montebello, Murrieta,
Petaluma, Pismo Beach, Porterville, Poway, Redondo Beach, Rosemead, San Bernardino, Santa Clarita, Seal
Beach, Taft, Torrance, Westminster and Yucaipa just to name a few.
The first Laserfiche installation by CPS was in 1997 for the San Luis Obispo Sheriff Department who is still using
Laserfiche and has been with CPS for 21 years. Our customer centric business model promotes long term
relationships stemming from excellent service, fair pricing and good old-fashioned knowhow.
Our largest implementation is Spindletop of Beaumont Texas and part of the East Texas Behavioral Health
Network (ETBHN). Spindletop has a Laserfiche RIO solution that includes 227 named users, 1,546 read only
users and a Public Portal for unlimited users.
We would also like to mention that 70% of our customer base was implemented by CPS while the other 30%
was inherited from other Laserfiche Certified Resellers who did not meet the customers’ expectations
- 4 - City of La Quinta
a. Organization Chart
b. Project Team
The Anaheim office staff and software engineers will provide service and support for the City of La Quinta and
will assist you in the support, design, implementation, and training of the Laserfiche applicaion. We currently
have six (6) software engineers and three (3) application developers.
Communication between the City of La Quinta and CPS will be the essence of a successful implementation.
Therefore, Claude Schott will be the executive coordinator and main contact. Claude has over twenty years of
experience in document and record management industry and is currently the Vice President of Sales for CPS.
Claude joined the team in 2004. Prior to joining CPS, Claude was the President and CEO of Allgeier Computer
a Laserfiche Value Added Reseller (VAR). Claude holds a Master degree in Finance, International Marketing
and Sales.
Tom Ziencina
Chief Executive Officer
Arsene Hanssens
C.T.O – Programmer –
Laserfiche Support
Engineer
Greg Heim
V.P. – Sales –
Laserfiche Support
Engineer
Joe Mempin
V.P. Professional
Services Group –
Programmer –
Laserfiche Support
Engineer
Claude Schott
Chief Financial Officer
V.P. of Sales
Roland Acton
Programmer
Danene Schott
Office Manager
Nina Escolada
Laserfiche Support
Engineer
Joseph Uyan
Laserfiche Support
Engineer
Terrence Srey
Laserfiche Support
Engineer
- 5 - City of La Quinta
CPS’ Professional Services team lead by Joseph Mempin will assist the City of La Quinta in the implementation
of the Laserfiche Avante and Questys conversion.
Joe Mempin: Manager of Professional Services Group (PSG) – Certified Laserfiche Professional
Over fifteen (15) years of software programming and Laserfiche experience, including integrations and
customizations of client software systems, legacy programs, and Laserfiche. Mr. Mempin has been managing
the CPS team for the past ten (10) years. Previously he spent five (5) years developing application systems for
Allgeier Computer (previous Laserfiche VAR).
Notable Laserfiche experience:
• Client/Server • Web Access
• Laserfiche API/Toolkit • Import Agent
• Quick Fields and Scripting • Workflow Scripting
• WebLink/Public Portal • Scanning
• EForms and Design • Laserfiche Mobile
Notable Development Experience:
• C# • JavaScript
• VB.NET • VBScript
• ASP.NET • HTML 5 and CSS3
• ASP • TSQL
Other Notable Experience:
• Microsoft Windows Server 2008, 2012 • Accent
• Microsoft Office Suite 2005, 2007, 2010, 2013 • Digital Recorder
• Microsoft SQL Server 2005, 2008, 2012, 2014 • Digital Camera Interface
• Microsoft Visual Studio 2005-2013 • TeleForm
• Checkmation • UploadIt/File Uploader
Arsene Hanssens: Chief Technical Officer – Certified Laserfiche Professional
Arsene and his team are responsible for integration, customizations and software development. Arsene joined
the CPS team in 2006 but has been working with CPS since 2001. Arsene has Electronic Content Management
System (ECMS) programming experience since 1980. Arsene worked with the development of one of the very
first document page scanners “Copiscan” which was then purchased by Bell & Howell in 1985. Arsene has also
converted many other document management solutions into Laserfiche such as Questys.
- 6 - City of La Quinta
Joseph Uyan: Support Engineer – Certified Laserfiche Professional
Joseph has over thirteen (13) years of Laserfiche experience, is specialist in legacy Laserfiche conversion, and
client relations. Mr. Uyan spent the first three (3) years of his experience as a Laserfiche employee in the
support department and the last seven (7) years with CPS. Joseph’s roles include customer service/technical
support calls, large and small Laserfiche deployments, conducts specialized training courses, and project
documentation.
Notable Laserfiche Experience:
• Client/Server • Web Access
• Quick Fields • Import Agent
• Audit Trail • Workflow and Design
• Agenda Manager • Scanning
• WebLink/Public Portal • eForms and Design
• Mobile
Other Notable Experience:
• Microsoft Windows Server 2008, 2012 • Checkmation
• Microsoft Office Suite 2005, 2007, 2010, 2013 • Digital Recorder
• Microsoft SQL Server 2005, 2008, 2012, 2014 • Digital Camera Interface
• Accent • ScanTuit
• Cardiff TeleForm • UploadIt/File Uploader
• Complete OCR
Terrence Srey: Support Engineer – Certified Laserfiche Professional
Terrence has over ten (10) years of Laserfiche experience with the CPS team as a specialist in scanning
processes, document intake, and is certified as a Laserfiche Professional. Mr. Srey handles customer
service/technical support calls, large and small Laserfiche implementations, provides specialized training
courses, quality assurance, and scanner maintenance.
Notable Laserfiche Experience:
• Client/Server • Web Access
• Quick Fields • WebLink/Public Portal
• Workflow and Design • Audit Trail
• Scanning • Import Agent
• Mobile • eForms and Design
Other Notable Experience:
• Microsoft Windows Server 2008, 2012 • UploadIt/File Uploader
• Microsoft Office Suite 2005, 2007, 2010, 2013 • Digital Recorder
• Microsoft SQL Server 2005, 2008, 2012, 2014 • Digital Camera Interface
• Checkmation • ScanTuit
• Complete OCR
- 7 - City of La Quinta
Joseph Mempin, Joseph Uyan and Terrence Srey to be the onsite team to assist the City of La Quinta for the
Laserfiche installation and training as well as the ongoing maintenance and support.
2. Support and Maintenance
Laserfiche Software Assurance Plan (LSAP)
The proposed solution includes the Laserfiche Software Assurance Plan (LSAP) for one year with options for
annual renewal. Customers with current LSAP are provided unlimited telephone technical support and
software updates. Technical support (under the LSAP agreement) includes unlimited email, telephone and
remote access to address problems related to system configuration or performance. While guaranteed
response times are dictated by the terms of the support agreement, most support calls are taken live and
resolved within a single call.
All support calls are logged in a case management system and assigned priority and severity levels that will be
escalated (if necessary) to the development team and what lengths are necessary to address them such as
providing hotfixes or point releases of the software. All customers with current LSAP are granted access to the
Laserfiche Support Site where an abundance of knowledgebase documents can be used to support your
internal IT team and Laserfiche users.
Note: Ninety-five (95) percent of support issues taken by our team have “First Call” resolution and are usually
resolved within one hour.
a. Support Contact Information
• Support services are provided directly by CPS
• Our toll-free support number: 866-661-2425
• Non-emergency support calls can be directed to (support@cps247.com) or via our website
(http://www.cps247.com/Support/SubmitTicket.aspx)
b. Basic Support Level
• Monday to Friday during normal business hours from 8:00AM to 5:00PM PST
• Next business day guaranteed response time
c. Priority Support Level
• Monday to Friday during normal business hours from 7:00AM to 6:00PM PST.
• 2 hours guaranteed response time
• Free remote upgrades
• Dedicated engineer
- 8 - City of La Quinta
d. CPS VIP Support Level
To create the least amount of burden on the IT staff, and to optimize the benefits of your Laserfiche software
we recommend our VIP support package. Our VIP program offers the followings:
• Monday to Friday during normal business hours from 7:00AM to 6:00PM PST.
• 2 hours guaranteed response time
• Free onsite upgrades
• A dedicated support engineer will serve s the primary contact for Laserfiche
support through a direct telephone line.
• Unlimited onsite training
• Next day onsite support guaranteed if remote issue non-resolved
• Unlimited onsite support
• Preventive Maintenance: 2 on-site visits per year to ensure optimum system functionality
• Preferred pricing on specific integration and development projects
• Free enrollment to the Laserfiche Conference (unlimited access)
• No travel cost
- 9 - City of La Quinta
3. Pricing Proposal
a. Laserfiche LSAP Software Support
Description Quantity Public Price
Laserfiche Avante SQL Server, incl. Workflow 1 $1,000.00
Laserfiche Named User, incl. Snapshot, Email and Forms
Essentials
4 $480.00
Laserfiche Standard Public Portal, includes Laserfiche
WebLink and 25 WebLink-only retrieval connections
1 $5,000.00
Laserfiche Plus Plug-In 1 $1,590.00
Laserfiche Quick Fields 1 $120.00
Laserfiche Zone OCR and Validation Package 1 $560.00
Laserfiche Real Time Loop Up and Validation Package 1 $120.00
Laserfiche Forms Professional 4 $40.00
Laserfiche Forms Add-on 1 $1,600.00
Total Basic LSAP Support
$10,510.00
Priority LSAP (Optional)
$15,765.00
VIP Support (Optional)
$21,020.00
Note: Pricing based on Laserfiche configuration communicated to CPS by the City of La Quinta. Pricing may
change upon full review of the configuration by Laserfiche.
- 10 - City of La Quinta
b. Professional Services
Description Quantity Public Price
Professional Services* 50 $10,000.00
Total Professional Services
$10,000.00
*Pricing limited to 50 hours and suggests VIP support - includes the followings:
• Enhance Records Management project
• 3 custom Workflows
• Building Permits Workflow
• Assessment Districts Interactive Map
• Specific Plans Interactive Map
• Agreements and Insurance Reports
• Maintain Weblink custom home page
• Weblink search results – customize into a “table-view”
Any work to be completed will be provided with a Statement of Work that will include time and labor. Any
additional work after 50 hours will be billed $150.00 per hour.
- 11 - City of La Quinta
c. Laserfiche Software Purchase
Description Quantity Public Price
Laserfiche Standard Public Portal, includes Laserfiche
WebLink and 25 WebLink-only retrieval connections
1 $25,000.00
Laserfiche Starter Public Portal, includes Laserfiche
WebLink and 10 WebLink-only retrieval connections
-1 ($15,000.00)
Laserfiche Advanced Audit Trail 4 $400.00
Laserfiche Advanced Audit Trail LSAP 4 $100.00
Total Software Purchase
$10,500.00
Note: Laserfiche Standard Public LSAP already included in Section a (above).
d. Turnkey Solution
Description Quantity Public Price
Laserfiche LSAP – VIP Support 1 $21,020.00
Professional Services 1 $10,000.00
Laserfiche Software Purchase 1 $10,500.00
Sub-Total
$41,520.00
Special CPS Discount
($4,877.50)
Total Turnkey Solution
$36,642.50
1
Monika Radeva
From:Claude Schott <cschott@cps247.com>
Sent:Monday, May 14, 2018 3:17 PM
To:Monika Radeva
Subject:RE: City of La Quinta - Information Bid Request for Laserfiche Avante 10.3 Services
Attachments:Laserfiche support services quote - RFP.pdf
Good afternoon Monika,
We are pleased to provide you with our best proposal for the Laserfiche support services.
We would be pleased to discuss any aspect of this proposal and to provide additional information related to our
proposed solution or ability to deliver.
We look forward to your positive review of this proposal and to answering any questions that may arise.
Thanks,
Claude Schott
760‐522‐5031
From: Monika Radeva <Mradeva@la‐quinta.org>
Sent: Monday, May 7, 2018 7:55 AM
To: Claude Schott <cschott@cps247.com>
Subject: City of La Quinta ‐ Information Bid Request for Laserfiche Avante 10.3 Services
NEW - INFORMATION BID REQUEST FOR
LASERFICHE AVANTE 10.3
LICENSING, MAINTENANCE, AND SUPPORT SERVICES
The City of La Quinta desires to procure contract services for annual Laserfiche Avante Software Support.
Through this Information Bid Request, the City seeks a contractor that can provide
the most comprehensive, high-level services, at the most affordable prices.
The posting period is from May 7, 2018, through May 18, 2018, at 5:00 p.m.
Proposals must be submitted to Monika Radeva, Deputy City Clerk at MRadeva@LA-Quinta.org.
If you have any questions or need additional information please contact
Monika Radeva via email or at (760) 777 – 7035.
Please find the Information Bid Request attached to this email.
Monika Radeva | Deputy City Clerk, CMC
2
City of La Quinta
78495 Calle Tampico ◦ La Quinta, CA 92253
Ph. 760.777.7035
MRadeva@la-quinta.org