Loading...
ECS Imaging, Inc Providing Paperless Solutions Since 1990 _______________ Laserfiche Support Document Scanning Records Management Project Management Data Migration Integration ________________ Largest Provider of Laserfiche in Western USA Southern California 5905 Brockton Ave., Suite C Riverside, CA 92506 Northern California 5052 Forni Dr. Suite A Concord, CA 94520 Phone (951) 787-8768 Fax (951) 787-0831 Toll Free (877) 790-1600 www.ecsimaging.com sales@ecsimaging.com Request for Proposals Document Scanning and Quality Control Services Submitted to: City of La Quinta July 7, 2017 CITY OF LA QUINTA 2 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES City of La Quinta 78495 Calle Tampico La Quinta, CA 92253 ATTN: Monika Radeva Dear Monika Radeva, Thank you for including us in your request for proposals for your Document Scanning and Quality Control Services project. We are committed to meeting and exceeding the City of La Quinta’s comprehensive document imaging needs for its immediate and future requirements. ECS currently supports the City’s Laserfiche system and is already familiar with the City’s document management needs. ECS currently has two scanning bureaus, one in Concord, CA serving Northern California, and another at its headquarters in Riverside, CA. Both of these operations can perform paper scanning as well as scanning of Microfilm and Microfiche. The benefit that this has for our Laserfiche customers is that we can scan any document and have the scanned images loaded on to your Laserfiche server, making them immediately accessible without the need for additional conversion or indexing. We have been providing high quality, cost effective document scanning and conversion services to government agencies since 1995 and can successfully provide all digitization services as requested in the RFP. We have developed methods to ensure superior scanning and conversion results in order to accommodate a variety of imaging requirements. ECS takes great pride in providing accurate and cost effective scanning and conversion services to support local government. The information and pricing contained in this proposal are valid for a period of 90 days following the date of submission. All work will be performed by ECS Imaging and no sub-contractor will be utilized for this project. Scanning will be done in compliance with all applicable ANSI and AIIM standards. All individuals who will perform work for the City are free of any conflict of interest. We look forward to continuing our partnership with the City by providing superior scanning services that meet or exceed the requirements of the City and this RFP. Our 27 years as the Document Management Experts and our reputation for great service makes ECS the right choice for your project needs. We look forward to serving the City’s needs in a responsible and professional manner. Thank you. Sincerely, Debbi Bodewin Executive Vice-President ECS Imaging, Inc. (951) 787-8768 x 109 debbi@ecsimaging.com CITY OF LA QUINTA 3 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES Table of Contents INTRODUCTION ..................................................................................................................................................... 4 FIRM BACKGROUND, QUALIFICATIONS, AND EXPERIENCE ..................................................................................... 5 REFERENCES ........................................................................................................................................................... 6 DISCLOSURES ......................................................................................................................................................... 8 EXPLANATION OF METHODOLOGY – SCANNING SERVICES .................................................................................... 9 PROJECT APPROACH ....................................................................................................................................................... 9 PICK-UP AND DELIVERY ................................................................................................................................................... 9 DOCUMENT TRACKING ................................................................................................................................................. 10 DIGITAL CONTENT TRACKING ......................................................................................................................................... 10 INDEXING PROCEDURES ................................................................................................................................................ 10 NAMING CONVENTION ................................................................................................................................................. 11 OUTPUT TO DELIVERY MEDIUM ..................................................................................................................................... 11 PRICING CHART .................................................................................................................................................... 12 SUBCONTRACTING SERVICES ............................................................................................................................... 13 EVIDENCE OF INSURANCE .................................................................................................................................... 14 NON-COLLUSION AFFIDAVIT ................................................................................................................................ 15 ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM ............................................................................................. 16 CITY OF LA QUINTA 4 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES Introduction ECS Imaging is submitting our proposal to provide document scanning and quality control services to the City of La Quinta. As your current Laserfiche provider, we are already familiar with the City’s document management requirements and can provide the services requested in the RFP. ECS Imaging, Inc. is a full-service document management solutions provider with over 20 years of experience providing document management related services to local government. ECS currently supports more than 400 Laserfiche Systems and has provided professional scanning services to many of our City government clients. We support over 100 Cities in California and have provided ongoing scanning services for many years to dozens of them including but not limited to the Cities of Agoura Hills, Aliso Viejo, Tustin, and West Hollywood. The Scope of Services to be performed by ECS as outlined in the RFP include the following tasks:  Pickup materials to be scanned from City location  Provide protected chain of custody during transport  Inventory/audit all materials received in-house  Document preparation as needed (remove staples/sticky notes/paperclips, repair torn corners, etc.)  Scan documents as TIFF Group IV (or preferred format) at 200 -400 DPI  Establish preferred document naming protocol and indexing procedures provided by City  Employ quality control measures to ensure superior scan  Reassemble documents in same order as received  Deliver scanned images as Laserfiche Briefcase or Laserfiche Volume on DVD for upload to Laserfiche CITY OF LA QUINTA 5 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES Firm Background, Qualifications, and Experience ECS Imaging was founded in 1990 by CEO, Jim Pappas, a pioneer in the content management industry. The company has maintained the same Executive Management since its inception. Originally called Empire Computer Solutions, ECS Imaging became a Laserfiche Value Added Reseller (VAR) in 1995 and has achieved top performance recognition consistently ever since. ECS Imaging is a Gold Certified Laserfiche provider and has continuously been ranked as the top value added reseller (VAR) in the Western United States for 21 consecutive years. We focus our efforts on helping organizations become more efficient by eliminating paper-based business processes. We specialize in providing government and commercial organizations innovative turn-key document management solutions with the award winning Laserfiche Enterprise Content Management Systems. ECS has over 27 years of industry experience and 22 years with Laserfiche. ECS Imaging is a full service document management solutions provider and currently employs 46 full time staff providing the following range of services:  Scanning Services (including Large Maps, Microfilm, Microfiche conversion)  Project Management  Laserfiche Software Installation  Software and Hardware Integration  Data Conversion Services  On-going Support of Software and Hardware  On-Site Training and Support  Integrations with 3rd party applications o PlanetPress o GeoDocs o NovusAGENDA o Zynbit Email Management o Docusign Digital Signatures o Psigen Capture Solutions  Custom Application Development  Documentation  Complimentary Quarterly User Group Workshops  Annual Complimentary Client Conference CITY OF LA QUINTA 6 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES References City of Agoura Hills 30001 Ladyface Court Agoura Hills, CA Functional Contact: Kimberly Rodrigues, City Clerk Phone: (818) 597-7303 Email: krodrigues@ci.agoura-hills.ca.us Technical Contact: John Axsom, IT Consultant Phone: (805) 682-9981 Email: jaxsom@lanspeed.com Project Description: ECS installed and configured a 2-user Laserfiche system in 2000 and in 2004 provided scanning services for the Planning Department. Over the years we provided several upgrades to their system which is currently on version 9. In 2014 the city added additional users and Weblink to access Laserfiche via a web browser. They also use Laserfiche Plus Plug-in to archive documents to a CD with a built-in search engine. ECS recently won the City’s scanning bid and is currently providing scanning services for the City Clerk’s Department. The initial project included over 400 map boxes and over 100 Bankers boxes of files to be digitized. City of Aliso Viejo 12 Journey #100 Aliso Viejo, CA 92656 Contact: Joanna Stevens – Permit Technician Email: permittech@cityofalisoviejo.com Phone: (949) 425-2546 Project Description: ECS Imaging provides on-going scanning services to Building and Safety, Planning, Public Works, and the City Clerk’s Office. Scanning projects included Agenda items for the City Clerk, Large maps and drawing for the Building and Safety, Planning, and Public Works Departments as well as Microfilm and Microfiche conversion for various departments. Document preparation was conducted on all materials to be scanned. Quick Fields was used to index, all digital images were then verified and burned to delivery media. All material was returned to the city in the same order and condition received. ECS has scanned a total of 26,126 E-Size documents, 268,925 letter-legal size documents, and converted 7,860 Microfilm images and 11,396 Microfiche images. City of Tustin 300 Centennial Way Tustin, CA 92780 Contact: Kim Bond – Building Technician Email: kbond@tustinca.org Phone: (714) 573-3131 Project Description: ECS Imaging has been providing scanning services to the City since early 2004. We have scanned documents for most departments including Building and Planning, Community Development, Economic Development, Public Works, Finance, and the City Clerk’s Office. ECS scanned a total of 321,738 letter-legal size documents and 38,405 E-Size maps and drawings and converted 72, 185 Microfilm images and 217,215 Microfiche images. CITY OF LA QUINTA 7 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES City of West Hollywood 8300 Santa Monica Blvd West Hollywood, CA 90069 Functional Contact: Yvonne Quarker, City Clerk Phone: (323) 848-6408 Email: yquarker@weho.org Technical Contact: Rony Fozoonmehr, Systems Engineer – Laserfiche Administrator Phone: (323) 848-6352 Email: rfozoonmehr@weho.org Project Description: ECS acquired the City of West Hollywood through an RFP process and in June of 2013 installed and configured a Laserfiche Avante system with 12 Full Users. The City uses Import Agent to automatically pull files from a network folder received via email, fax, etc. into Laserfiche. Distributed Computing Cluster allows them to distribute processing work over several machines. The city provides their constituency access to public records via a Standard Public Portal. While automatic data capture is provided through the use of Quick Fields Real Time Lookup. ECS also won their scanning business through an RFP process as well. We began scanning for the City’s Rent Stabilization Dept. in May of 2014 and have digitized over 430,800 Property Files. Map of ECS Customer Locations CITY OF LA QUINTA 8 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES Disclosures ECS Imaging is not now and has never been the subject of criminal litigation or pending investigation. ECS has no negative history. CITY OF LA QUINTA 9 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES Explanation of Methodology – Scanning Services ECS Imaging, Inc. is a full-service document management solutions provider with over 20 years of experience providing document management related services to local government. ECS currently supports more than 400 Laserfiche Systems and has provided professional scanning services to many of our government clients. We support over 100 Cities in California and have provided ongoing scanning services for many years to dozens of them including the Cities of Agoura Hills, Aliso Viejo, Costa Mesa, Tustin, and West Hollywood. From the beginning of the project you will be in communication with your Account Manager to determine any details or requirements not specified in the RFP. The Scan Bureau Supervisor can also provide specific recommendations based on best practices learned from previous scanning projects. All materials will only be handled by ECS employees to ensure a protected chain of custody; at no time will ECS utilize a sub-contractor to perform the work. Our Scan Bureau Supervisor will be in contact with your project lead throughout the life of the project to determine specific scanning requirements including naming convention, indexing and output to media if not already determined. Project Approach Below is the general processes performed on each batch of scanning. Modifications to our processes are made as needed to further ensure the overall quality of each scanning project. Client contact and interaction will affect the outcome. The term “Documents” is a general term that refers to any material to be digitized. The term “Boxes” is a general term that is meant to include any container in which material/media may be transported. Pick-up and Delivery Materials will be picked up by ECS employee using a secure vehicle. When received at our Riverside scanning facility, the Scan Bureau Supervisor will inventory the material and check it against the inventory list provided by the City. The City will be notified immediately of any discrepancies. If requested, the material can be returned in the same manner. Each batch of scanning will be given a unique “job number” that will assist ECS with project tracking, turnaround times, production process management, quality control and inventory of records throughout the entire project. Typically, documents are transported in standard size banker’s boxes. Each box will be counted and inventoried at the time of pick up. The driver will have a pick up order clearly identifying the “job number”, date of pick up, type of records, and number of boxes (i.e. 30 boxes numbered 1 - 30). City staff will sign and verify the number of boxes being picked up and a copy will be left. Upon Completion of that job (batch) ECS will contact the City representative and schedule the return delivery. A Delivery sheet for that “Job number” will accompany the return delivery of the boxes and the CITY OF LA QUINTA 10 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES completed images. City representative will sign and verify the return of the documents and the completed images. Standard turn-around time for most scanning projects is 30-60 days. Document Tracking Document tracking begins with the customer. The better the files are prepared for pick-up, the better we can track and verify throughout the process. A comprehensive inventory of the files to be picked up should be provided whenever possible. Inventory verification information should be referenced on the outer face of all boxes to allow for verification at time of pick-up. Based on the provided information we will document which files and boxes have been provided. The provided inventory of files will be used for Quality Assurance purposes throughout the scanning process. The final verification of files will be conducted prior to delivery after all other processes are completed. Digital Content Tracking The digital content is created via Laserfiche scanning software and is housed directly onto a server designated to our scanning customers. Each separate scanning project will be processed in a separate repository specifically created to suit the unique needs of the project. Each box will be processed as a separate unit (see processing steps below). All processing will be conducted at “box level” until the final formatting is conducted by the scan supervisor. Each box will be tagged upon arrival. The tag will provide a single location to track the processes listed below.  Each box will be prepped and the tag will be signed off by that operator  Each box will be scanned and the tag will be signed off by that operator  Laserfiche will retain the “created by” information to track who scanned the box  Each box will be indexed and the tag will be signed off by that operator  Laserfiche will retain the “last modified by” information to track who indexed the box The indexed data for each box will be verified by a second operator and the tag will be signed off by that operator. If any corrections are made to a document, the “last modified by” will be changed to track who last edited the file. The indexed data and document structure for each box will be further verified by the scan supervisor before the box is considered “validated”. Validated boxes are physically segregated from the in-process boxes. Images for the validated boxes are segregated within the repository. Data properties (number of documents, number of images, and data size) are recorded and tracked throughout the scanning process. Indexing Procedures Indexing requirements are unique to each scanning project. Customers are encouraged to be heavily involved in the development of indexing criteria. The index process will include capture of unique document details as indicated in the RFP. Second pass Image quality control and job specifications verification is done at this time.  Quickfields auto-population is strongly recommended*  Identify a key piece of information known as a Unique Identifier. This would be the only manually entered data we enter into your template CITY OF LA QUINTA 11 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES  Provide an excel file that will tie the Unique Identifier to other desired field data. This file will be used to auto-populate the fields you wish to have indexed.  The scanning supervisor will conduct the auto-population and verify accuracy *Using this processing technique we can eliminate many common data entry errors. Paper based documents will be imaged and captured as TIFF images at 300 DPI unless otherwise indicated, named and indexed according to the document naming conventions determined by the City. Manual indexing is limited to what is available on the scanned images of any given document. Naming Convention Naming conventions are specified by the customer and vary based on customer needs. We recommend that Quickfields be used to auto-populate the template fields and to name the documents. A document’s field data will comprise the document name and will create a standardized format for the naming convention. The scan supervisor will ensure the final product meets the needs specified by the requirements of the RFP. Any document that does not fit the specified criteria will be addressed with the City staff; any variations to the criteria must be specified in advance or additional charges may be incurred. Output to Delivery Medium The scanned and indexed images are verified for burn to delivery media. The media attendant will verify image quality and index integrity via spot checking throughout the job (batch). The burned media will be tested for functionality and labeled as specified prior to delivery. This is our final pass for Image Quality Control. Scanned images with OCR will be burned to a DVD as a Laserfiche Briefcase for upload to the City’s Laserfiche system. We can also provide a Laserfiche Plus DVD which contains a built-in search engine for easy search and retrieval of files contained on the disc, at an additional cost. The Laserfiche Plus DVD can also be used for archival purposes in addition to potential direct upload to Laserfiche. Individualizing task segments allows us to physically review the image quality in 3 separate passes while maintaining projected production speeds. This is the most efficient means of minimizing production errors without the high cost of “Page by Page Individual Review”. Page by Page Individual Review can be done if requested by the City at an additional cost per hour. CITY OF LA QUINTA 12 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES Pricing Chart SERVICES PRICE per image SHIPPING: 35 boxes @ $250 / pick up & delivery 100 boxes @ $450 / pick up & delivery PRE-SCANNING DOCUMENT PREPARATION: $ 30.00 / box SCANNING: (best Image rate: 200 – 400 DPI): Black & White (Sizes: 8.5 x 11 and 8.5 x 14) $ 0.07 / image Greyscale (Sizes: 8.5 x 11 and 8.5 x 14) $ 0.09 / image Full Color (Sizes: 8.5 x 11 and 8.5 x 14) $ 0.09 / image Black & White (Sizes: E-size up to 24 x 36) $ 0.85 / image Greyscale (Sizes: E-size up to 24 x 36) $ 1.05 / image Full Color (Sizes: E-size up to 24 x 36) $ 1.05 / image FILE RE-ASSEMBLY: $ 30 / box INDEXING (per filed pricing): $ 30 / box OCR-ing: Included in per image cost DATA TRANSFER (per CD / DVD or Laserfiche Briefcase or Volume) $ 50.00 / DVD, Laserfiche Briefcase or Volume QUALITY CONTROL: Included in per image cost OTHER CHARGES, FEES, OR BILLABLES: Use additional copies of this form if space is needed Signed: CITY OF LA QUINTA 13 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES Subcontracting Services ECS Imaging will not utilize a subcontractor on this project, all work will be performed by qualified ECS employees. CITY OF LA QUINTA 14 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES Evidence of Insurance ECS will provide all required insurance documentation if selected to perform the services requested. ECS Imaging maintains the following insurance policies: Public Liability: Hartford Casualty Insurance Co Policy # 72SBAKT6798 Expires: 10/1/2017 Workers’ Compensation: Lockton Affinity, LLC. Policy # C47964209 Expires: 10/1/2017 Professional Liability Insurance: RLI Technologies Policy # TEC0001980 Expires: 03/10/2018 CITY OF LA QUINTA 15 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES Non-Collusion Affidavit NON-COLLUSION AFFIDAVIT FORM Must be executed by proposer and submitted with the proposal I, Debbi Bodewin_______________________________________ (name) hereby declare as follows: I am Executive Vice-President____________________ of ECS Imaging, Inc._________________ , (Title) (Company) the party making the foregoing proposal, that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from proposing; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any other proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the agreement of anyone interested in the proposed agreement; that tall statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative hereto, or paid, and will not pay, any fee to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof to effectuate a collusive or sham proposal. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Proposer Signature: _______________________________________ Proposer Name: Debbi Bodewin______________________________ Proposer Title: Executive Vice-President________________________ Company Name: ECS Imaging, Inc._____________________________ Address: 5905 Brockton Ave., Suite “C”, Riverside, CA 92506________ CITY OF LA QUINTA 16 DOCUMENT SCANNING AND QUALITY CONTROL SERVICES Acknowledgement of Receipt of Addendum ADDENDUM NO. SIGNATURE INDICATING RECEIPT N/A