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ImagenetImagenet City of La Quinta RFP, Document Scanning Services Oxy Imagenet LLC Response Proposal 10/31/2013 Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC TABLE OF CONTENTS Table of Contents A. Cover Letter......................................................................................................................1 B. Imagenet Background.................................................................................................... 3 1) Number of Years In Business................................................................................................... 3 2) EIN........................................................................................................................................... 3 3) Number of Years Scanning/Indexing for Government Agencies ............................................... 3 4) Staff Resumes.......................................................................................................................... 3 5) Imagenet Ownership.............................................................................................................. 14 C. References....................................................................................................................14 D. Disclosure -No Negative History..................................................................................16 E. Explanation Of Methodology.......................................................................................16 1) Shipping & In -Transit Security................................................................................................ 16 2) Turn Around Time for Originals & Digital Files........................................................................ 16 3) Process Flow — Tracking from Pick-up to Return & Accountability .......................................... 17 4) Process Flow — Tracking Digital Content & Accountability...................................................... 17 5) Indexing Procedures............................................................................................................... 18 6) Naming Conventions.............................................................................................................. 19 7) Delivery Methods, Digital Files Into Laserfiche....................................................................... 19 8) Quality Control Procedures / Checks & Balances................................................................... 19 9) Disaster Recovery Plan.......................................................................................................... 20 F. Imagenet Warranty/Guarantee..................................................................................... 21 G. Pricing Chart.................................................................................................................23 H. Imagenet Complementary Services............................................................................ 25 I. Subcontracting.............................................................................................................26 J. Services & Information Needed From the City...........................................................26 K. Minimum Required Insurance & Indemnification....................................................... 26 L. Non -Collusion Affidavit Form........................................................................................ 27 M. Acknowledgement of Receipt of Addenda..................................................................... 28 Imagenet Steve Strawn 6411 S.216 th Street Kent, WA 98032 October 31, 2013 Susan Maysels, City Clerk City Clerk's Office City of La Quinta 78495 Calle Tampico La Quinta, CA 92253 Subject: COVER LETTER, RFP — SCANNING SERVICES Dear Ms. Maysels, Imagenet is an excellent choice to facilitate the scanning and indexing of the City of La Quinta's documents. We are a leader in Records Management (document preparation, sorting, scanning, indexing, etc.), and On -Demand retrieval with over 12 years of experience doing such. Our staff has carefully reviewed your requirements in determining the ideal solution for this project. Please review the enclosed proposal, which details the complete scope of work you requested including services and data to be provided, procedures, our qualifications and background, lack of negative history, client references, and fees. Imagenet's headquarters in located in Kent, Washington at 6411 S. 216th Street, Kent, WA 98032. The branch office that will be services the City's account, should we be selected, is our Newport Beach office. It is located at 4910 Birch Street Suite 101, Newport Beach, CA 92660; just 2 hours from the City Clerk's office. I, Steve Strawn, CEO and owner of Imagenet LLC am solely responsible for the contents of this response/proposal. If you have any questions or would like additional information please feel free to contact me, Steve Strawn, at any time. My contact information is as follows: Steve Strawn, CEO Imagenet LLC Direct: 206.423.2262 sstrawn(a)-imagnetllc.com 6411 South 216th Street I Kent, Washington 98032 P: 253.395.0110 1 f: 253.395.54 Imagenet Page 2 — Cover Letter RFP, Scanning Services The attached proposal and included pricing is a firm offer that will remain in effect for 90 days from RFP due date, October 31, 2013. It may be accepted by the City of La Quinta as a whole or in part, with or without further negotiation at any time within the 90 -day period. I attest that Imagenet LLC has no officer or employee with affiliations or involvement in any organization or entity with any financial interest, or non-financial interest that would could be considered a conflict of interest; an am responsible for Should Imagenet LLC be award a contract with the City of La Quinta for document scanning services, at no time will any record leave the United States. Sincerely, Steve Strawn Chief Executive Officer Imagenet LLC 6411 South 216th Street I Kent, Washington 98032 P: 253.395.0110 1 f: 253.395.5423 Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC BACKGROUND ON FIRM B. Imagenet Background 1) Number of Years in Business Imagenet has been in business for 13 years; founded in Kent, Washington in 2000. 2) EIN Imagenet LLC's EIN: 47-0885172 3) Number of Years Scanning/Indexing for Government Agencies Imagenet has been scanning, indexing, and converting documents for Government agencies for 13 years. 4) Staff Resumes Below is a list of key Imagenet personnel who will be working with the City of La Quinta and their titles; their resumes follow. • Vidhya Bhat, Director Technical Services • John Washenberger, Sr. Solutions Architect • Brett Batie, Development Manager • Dmytro Kuts, DataNet Administrator • Katharine Ponder, Project Manager 3 1 P a g e Response Proposal - RFP, DOCUMENT SCANNING SERVICES BACKGROUND ON FIRM Vidhya S. Bhat 253.395.0110 . vbhat@imagenetllc.com Skills Imagenet LLC Software/Database Visual Basic, Visual C++, Scripting languages such as JavaScript and Proficiencies VBScript, Apple-WebObjects, Java, ASP, Perl, MS Office, Crystal Reports, PL/SQL, technologies such as HTTP, XML and SOAP Operating System includes UNIX, Windows Environments. Experienced with Proficiencies Various versions of Oracle and SQL Server databases Desktop and client/server relational database application development using VB, Access, and SQL Server Integrated MS Office workflow application design and development Enterprise application and web services development using Visual Studio .Net Software Development Team Management Capacity Planning Load Balancing Operational Support Experience 2004 - Current Imagenet Project Management Distributed Systems Monitoring and Metrics Relational Databases Kent, WA Director, Technical Services Started and continue to manage all aspects of a successful BPO center in Manila, Philippines that now employs 300+ employees in various departments Provide effective and inspiring leadership by being actively involved in all programs and services, developing a broad and deep knowledge of all programs. Promote a culture of high performance and continuous improvement that values learning and a commitment to quality Identify opportunities for Imagenet to leverage cross -program strengths to take advantage of new opportunities Lead, coach, develop and retain Imagenet' technical talent Ensure continued financial viability of Imagenet's various operational units through sound fiscal management Provide the necessary infrastructure to ensure successful client implementations and continued support. 1996 -2004 Hexcel Structures Kent, WA Programmer/Analyst Conceptualized and developed the first version of the Hexcel Intranet, which has since grown to be a vital part of the company's manufacturing and communication process Successfully implemented the vision to replace legacy applications with a combination of wireless technology and web interfaces that communicate with an Oracle database Developed a secure web enabled application using SOAP over HTTP that automates the authoring and approval of the Manufacturing Plan Process that has received excellent reviews from Boeing Auditors Vidhya Bhat Resume - Page 2 41 age Response Proposal — RFP, DOCUMENT SCANNING SERVICES BACKGROUND ON FIRM Imagenet LLC Implemented a Document Imaging System that has made for extremely easy storage and retrieval of critical documents. Part of a team that implemented a Labor Collection Solution that is critical to the business Developed solutions to interface HR & Payroll with the Labor Collection System and keep intrinsic connections going during vendor upgrades Developed numerous applications to automate simple manual tasks such as Personnel Change Notifications, IT Help Request System etc. using ASP Currently working on implementing Microsoft's Content Management Services across the company Intranet 1995-1996 CSC Corporation Hampton, VA Systems Analyst Responsibilities included software maintenance of the Distributed Mass Storage System at NASA Langley Research Center that managed terabytes of data Implemented a configuration based multi hierarchy scheme to improve performance by redirecting files to appropriate high-speed storage devices Provided support for disk arrays, HiPPI switches and AIX, updated several test suites to verify functionality of Unitree software and was on the panel to test Washington University based FTP Represented NASA Langley Research Center in the Unitree Users Group 1994-1995 Unisys Corporation Virginia Beach, VA Systems Analyst Envisioned, designed, and implemented a POS (Point of Sale) System for quick and efficient processing of Medicaid claims Responsibilities included developing and implementing software for communications between various networks using different protocols and providing the desired throughput for information processing Developed a Control Information System to provide real time statistical and other useful information about the system as claims are being processed Proved to be an indispensable tool for real time system analyses 1992-1995 Hampton University Hampton, WA Research Assistant Developed a parallel algorithm in `C' for data flow analysis on a 64 node nCube Supercomputer This is a tool for software testing and finds applications in compiler construction, code debugging, and optimization Education Hampton University, VA May 1995 MS - Computer Science GPA 3.9 5 1 P a g e Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC BACKGROUND ON FIRM John Washenberger 490 NW Flagline Dr., Bend, OR 97701 (206) 550.0945 .� jwashenberger@imagenetllc.com Expertise • Technical Project Management • Enterprise Application Design and Development using Microsoft technologies Skills Languages Visual Basic, VBA, VB.Net, C#, C Databases MS Access, SQL Server 2000/2005/2008/2012 Tools Microsoft Office Applications, Visual Sourcesafe, Clearcase, Clearquest, WISE Installation, SVN Other Web Services, DAO, ADO, CDO, XML, ASP, TCP/IP, HTML, MAPI, SMTP, ODBC, RS- 232, Win32 API, GPS, X12 EDI, Redix, FTP, PGP, HIPAA Experience Jan/04 - Present Imagenet LLC Kent, WA Senior Client Solutions Architect Responsible for designing and developing Imagenet's DatanetMD platform used for processing healthcare claims (CMS 1500, UB04 and Dentals). Responsible for designing and developing custom client solutions that invoke Imagenet's DatanetMD Platform components for performing core services offered by Imagenet which include but not limited to imaging, data extraction (OCR), EDI generation, image conversion and indexing healthcare claims. Technical Project Manager for several of Imagenet's major healthcare and non -healthcare clients. This role involves working very closely with clients to identify the client's functional requirements and managing a development team for implementing solutions that utilize Imagenet core services. Jan/03 - Dec/03 SeaDak Solutions, Inc. Bainbridge, WA Software Development & Network Consultant Founded SeaDak Solutions, Inc. - Providing software development and database administration consulting services. Application design and development for SeaDak clients: Healthcare Claims Management Workflow for Imagenet LLC, Kent, WA. Insurance Fraud Investigation Application for MasterSleuth Investigations, Sunrise, FL. Vacant Land Database Application for Prudential Northwest Real Estate, Silverdale, WA. Inventory Management/Distribution Control System for the Sloan Creative Group, Bainbridge, WA. Customer Relationship Management Application targeted for minor league sports teams. Developed and successfully deployed with 12 minor league franchises. Training Management Database for Harrison Hospital Education Services, Bremerton, WA. Delivery Routing Application for Luzo Food Service, New Bedford, MA. Mouse Stress Test Analysis Application for Microsoft Corp., Redmond, WA. Dec/00 - Dec/02 Airbiquity Bainbridge, WA Senior Software Engineer Developed a location notification Web Service using VS.NET (C#, ASP.Net, ADO.Net), SQL Server 2000 Notification Services and MapPoint.Net to allow users of Airbiquity enabled GPS devices to send location notifications via SMTP. Developed the middleware component of Airbiquity's Phase II Wireless E911 Solution and performed integration testing of the solution at four Public Safety Answering Points (911 call 6 1 P a g e Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC BACKGROUND ON FIRM John Washenberger Resume -Page 2 centers) in the state of Oregon. The middleware component application was developed using VB 6.0 making extensive use of TCP/IP socket and RS -232 protocols to support integration with 911 Call Center solutions offered by Plant Equipment and CML Technologies. Nov/95 - Nov/00 ATT Wireless Services, Seattle, WA Senior Software Engineer Aviation Communications Division (ACD) Developed real-time embedded telephony software for the Central Telephony Unit (CTU) and Satellite Interface Unit (SIU) switches integrated as part of AT&T Wireless AirOne phone system. Dec/93 - Nov/95 Boeing Aerospace Company Seattle, WA Senior Software Engineer Developed a Relational Database Management System (RDBMS) to fulfill a $16 million contract for integrating an Electronic Sensor Subsystem into the U.S. Air Force and NATO AWACS fleets. June/90 - Dec/93 Boeing Operations Int. Bourges, France Software Eng. Consultant Relocated to France to work as a software consultant to the French Air Force. Responsibilities included training members of the French Air Force to maintain the AWACS real-time operational and ground support software. Dec/84 - June/90 Boeing Aerospace Company Seattle, WA Software Engineer Responsible for implementing major software designs into the Internal Simulation embedded software components of the AWACS operational software for 5 AWACS customers. Education South Dakota State University, Brookings, 1984: BS in Mathematics, Minors in Computer Science and Economics 7 1 P a g e Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC BACKGROUND ON FIRM Brett Batie 12009 SE 186th Street, Renton, WA 98058 (425) 736.2198. bbatie@imagenetllc.com "Like your favorite superhero, l am there when and where you need me, come up with creative solutions and love using my power and strength as a Software Engineer to achieve good. " Education University of Washington 01/2004 - 08/2006 Tacoma, WA Bachelor of Science in Computing & Software Systems Member of Upsilon Pi Epsilon - International Honor Society for Computer Science Experience Dev. Manager / Sr. Software Engineer, Imagenet LLC 02/2011 - present Kent, WA Maintain & enhance 150 custom client web portals giving enterprise clients access to search/ browse over 1.2 billion multi -page OCR'd images consuming 61TB. 4 Responsible for administering 42 Linux servers. Stabilized this environment by increasing monitoring/logging, optimizing software & hardware, adding redundancy, and always looking for the next improvement. Maintain/Optimize 6 MySQL servers storing 634 GB of data with single tables containing as much as 450 million rows. Weekly meetings with CEO to propose options for current and future projects. Daily meetings with Project Managers and clients to go over technical details of each project. 4 Proposed and started migration to Amazon Cloud reducing monthly costs from $19,705 to $7,231 (63% savings) allowing for easier growth, predictable billing and a better backup system. Overhauled the backend & frontend code to be optimized for EC2/S3 while maintaining same UI look & feel. Setup load balanced web servers and redundant MySQL servers with regular drive imaging and backups. Optimized code decreasing image load time from seconds to milliseconds while reducing load on web servers. Hired & managed a team of 5 offshore engineers for 6 months. Setup development environment providing limited access to client data and protected live servers. Provided training/ documentation, code review and managed code pushes to live server. Primary Environment: LAMP (CentOS, Apache, MySQL, PHP) Technologies Used: ArcServe, AJAX, Apache, Bind 9 (named), CentOS (Linux), CFEngine, CSS, cURL, dompdf, DRBD, etcKeeper, ext3, ext4, FogBugz, HTML, Java, Javascript, jQuery, Mercurial, MySQL, Munin, pditk, Photoshop, PHP 5, Pingdom API, Python, ProFTPD, Regular Expressions, Ruby, Server Density, Shell Scripting, SSH, SQL, Subversion, XFS, XML Senior Software Engineer, Software Projects, Inc. 08/2008 - 02/2011 Telecommute Worked closely with clients via email, phone, and instant messaging to gather project specifications and provide time/deadline estimates. Kept clients informed with each step of the process and made necessary adjustments if the scope changed. Ultimately provided clients with a deliverable. 8 1 P a g e Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC BACKGROUND ON FIRM Brett Batie Resume - Page 2 Developed & maintained different e-commerce sites receiving up to 2 million unique visitors per month and processing orders in excess of 20 million a year. Setup these sites to support features such as one -click orders, up sells, down sells, customer back- office and affiliate system. Integrated the customers' back-office with 3rd party APIs such as disk.com (for fulfillment), web checks (payment system), GetResponse (email marketing), Google AdWords, and Yahoo Search Marketing. Primary Environment: Freebsd, NGINX, MySQL, PHP, C++ Technologies Used: AJAX, Apache, Cassandra, C#, C++, CentOS (Linux), Codelgnitor, CSS, cURL, dompdf, Flash, FreeBSD, GeolP, HTML, Java, JavaScript, jQuery, Mercurial, MVC, MySQL, Nginx, OOP, pditk, Pear, Photoshop, PHP 4, PHP 5, PHP -FPM, Python, Regular Expressions, REST, SaaS, Shell Scripting, SOA, SOAP, SSH, SQL, XML Software Developer, Fluent Edge Technologies, Inc. 06/2006 — 08/2008 Coeur d'Alene, ID Maintained/Debugged/Re-wrote applications written in languages such as Cobol, VBScript and C# that communicate with multiple platforms such as HP3000, Windows, and MSSQL Server. 4 Maintained/Debugged/Re-wrote websites written in classic ASP receiving 25,000 unique hits (3,000,000 total hits) per day. 4 Designed/Built/Tested applications in C# and Java to work with Ecometry and/or Banking Systems. 4 Educated Cobol programmers with current object oriented methodologies. Primary Environment: Windows IIS, C# (70%), Java (25%), COBOL (5%) Technologies Used: Ant, ASP, Batch Scripting, C#, Cobol, CSS, Eclipse, Ecometry, HP3000, HTML/ XHTML, IIS, J#, Java/J2EE, JavaScript, JScript, JUnit, Microsoft Access, Microsoft SQL Server, MySQL, NAnt, NUnit, OOP, PHP, PostgreSQL, Regular Expressions, RDP, SOAP, SglLite, Subversion, SQL, UML, VBScript, Visual Basic Other Relevant Experience Seattle Sports Hack Day, Best App Award 2013 Top 5% most viewed Linkedln Profile 2012 Startup Software Engineer, FileToLink 01/2009 - 02/2011 Open Source Software Developer, CMS Made Simple 06/2004 - 06/2005 Data Structures Tutor, Department of Veteran Affairs 11/2004 - 12/2004 Technical Volunteer, NPower Seattle 04/2004 - 06/2004 9 1 P a g e Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC BACKGROUND ON FIRM Dmytro Kuts 8705 LaSalle Court, Ellicott City, MD 21043 443.939.4573 � dkuts(a)imagenetllc.com Skills Languages C#, C, C++, C++/CLI, SQL, HTML, XML, Install Shield Operating Systems MS Windows NT/2000/2003/XP/Vista/7, UNIX (AIX, Linux). Network Protocol TCP/IP, UDP, FTP, HTTP, LDAP, SSL/TLS Technologies NET, ASP.NET, ADO.NET, SOA, WCF, Win32, Multithreaded, Multi -process programming, IPC, AJAX, UML, OOP, Web Services, Winsock, UNIX socks, SSL, MFC, STL, COM,ATL, ActiveX, ISAPI, OCR/ICR, IIS, MS Team Foundation Server Database Mgmt Sys MS SQL Server 2005/2008, Sybase Adaptive Server Enterprise, Sybase Adaptive Server Anywhere Configuration Mgmt MS Team System, SVN, Clear Case, Source Safe, CVS Tools MS Visual Studio 6.0/2003/2005/2008, MS Project, MS Team System, Enterprise Architect, Rational Rose, RecoStar OCR technologies. SDLC Methodologies Agile (XP, Scrum), Waterfall. Experience 2010 -present Imagenet LLC Kent, WA Sr. Solutions Architect Technical analysis and code review of health claims processing system for improving quality and productivity. Technical research, design, and implementation of OCR processing module for achieving maximum level of document processing system automation. Technical research, design and implementation of Unstructured Documents Processing system (EOB and EOMB) C#, ADO,NET, ASP.NET,WCF, OCR/ICR, MS SQL Server, Open Text Data Capture Engine (RecoStar), LeadTools (IP and OCR toolkit library) Architect and Design solutions for increasing quality and productivity of health claims processing through the system therefore reducing maintenance and operational cost. 2004-2010 EMDEON Jessup, MD Solution Architect Technical analysis of clients' requirements Coordination of System Analyst group work Coordination of technical research and system design efforts Build Technology Vision Documents Development process planning, together with project management group. Hands-on participation in development process and code review. Offshore development teams oversee. New system introduction to the customers through the training sessions. Work with customers during system deployment and post -deployment periods (on-site and off-site) Responsible for Architect and Design solutions for increasing quality and productivity of health claims processing through the system therefore reducing maintenance and operational cost. Architecture and Design solution for securing health claims processing system to help healthcare customers meet requirements in CMS' Information Security Acceptable Risk Safeguards (ARS). System was designed to be integrated with existing customers' corporate security infrastructures 101Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC BACKGROUND ON FIRM Dmytro Kuts Resume - Page 2 1999-2004 EMDEON Jessup, MD Sr. Software Engineer • Designed and implemented n -tier and multi -layer Transform TM System components. • Designed and implemented different type of databases including transactional and reporting databases. • Designed and implemented ICR/OCR processing component and the framework, which is based on industry leading ICR system from RecoStar/OCE/OpenText. Tuned different types of healthcare claims including HCFA and UB. This sub -system highly increased quality of paper claims images processing and reduced claims turnaround time. 1998-1999 Design and applications 1995-1998 MIRATECH Kiev, Ukraine Sr. Software Engineer implementation server components, database (RDBMS), and front end PROTEK Kiev, Ukraine Sr. Software Engineer Development of a wide section of information system, carried out on Client -Server and Internet -Intranet technology. Education Kiev Technical University, Kiev, Ukraine MS in Optical and Optical -Electronics systems 111Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC BACKGROUND ON FIRM Katharine Ponder TEMPLE CITY, C 626.513.5527 kponder@imagenetllc.com STATEMENT I began working for Imagenet in 2009; & over the course of my 4 + years of employment, I have been fortunate enough to work my up experiencing each critical role/position. My experience has given me a complete understanding of Imagenet processes & allows me to create & implement the most effective handling & management procedures ensuring 100% client satisfaction. EXPERIENCE Project Manager/Implementation Supervisor January 2013 to Present Imagenet LLC Newport Beach, California Working with clients to map handling processes & data lifting QCs, Liaison between Clients & Imagenet Development Team, Monitoring Clients' DataNet sites to ensure proper indexing & document image placement, Resolving any & all client questions, issues, & desired changes, etc. Assistant Production Manager November 2011 Imagenet LLC Newport Beach, California Implementation & training staff, of client handling processes & changes, double-checking scanned image quality, uploading scans for data lift, ensuring employees adhere to all regulatory laws of compliance, preparing reports (weekly, monthly, & yearly), for Supervisor, Corporate Office, & Clients, Screening submitted applications, ordering & inventory of supplies, training of new employees, etc. Scanning Supervisor September 2010 Imagenet LLC Newport Beach, California Verifying appropriate client naming conventions used, monitoring scanning staffs PPH (pages per hour scanned), helping train new scanning staff, etc. Document Scanner November 2009 Imagenet LLC Newport Beach, California Utilize client naming convention to appropriately identify client documents, ensure (Quality Check), scanned image quality before releasing documents for data lift, etc. Document Prep February 2009 Imagenet LLC Newport Beach, California Logging & counting of all client documents received each day, utilizing client specific handling/prepping instructions based on client, & document type, etc. SKILLS Excellent Computer Skills (i.e. Word, PowerPoint, Excel, & Outlook), Superb Interpersonal & Communication Skills, both written & verbal, Strong Leadership Capabilities, Effectively Prioritize & Delegate to ensure Deadlines Are Met, Project Management, Dependable Follow -Through, Conscientious to Always Follow-up with fellow Staff & Clients to Ensure Satisfaction, etc. 121Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC BACKGROUND ON FIRM Katharine Ponder Resume - Page 2 EDUCATION & TRAINING Sadler Institute • Management Training & Mentoring • Miller Heiman • Conceptual Selling Training • Dale Carnegie • Communication Courses Pasadena City College • Associate's Degree • Temple City High School • Diploma REFERENCES Furnished Upon Request 131 Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC BACKGROUND ON FIRM / REFERNCES 5) Imagenet Ownership Imagenet was founded in 2000, converting its first document in February. Imagenet was organized as a Limited Liability Company July 23, 2002 and continues to be a privately held company owned entirely by Steve Strawn, Chief Executive Officer. Imagenet is an independent entity, with no Parent or Subsidiary companies. C. Reterences 1) Inland Empire Health Plan David Baray, Director of Claims 303 E. Vanderbilt Way San Bernardino, CA 92408 Tel: (909) 890-2790 E-mail: baray-d@iehp.org Project Start Date: 2/1/2009 End Date: Ongoing Imagenet Staff Assigned: • Vidhya Bhat, Project Manager • Katharine Ponder, Project Implementation Coordinator • Brett Batie, Solution Architect • Carlo Flores, DataNet Administrator • Anabel Campos, Office Manager Proiect Descriation/Summa Imagenet provides daily mailroom and claims conversion and processing services for IEHP. Includes daily pickup of documents from Post Office and client locations, scanning and indexing for over 35,000 documents per month. Document Types include HCFA, UB, Enrollment documents, Appeals, Correspondence, and non-standard documents with varied indexing requirements. EDIs and images are delivered for the various document types within a 48-hour TAT (Turn Around Time) from receipt of documents in-house to final delivery with 99.5% accuracy on data lift on a daily basis. Currently Imagenet is engaged in implementing Provider Reject Letter Mail out Services for IEHP wherein original documents are rejected back to the sender based on client -supplied rules. 2) CalOptima Nora Onishi, Director of IT 505 City Parkway West Orange, CA 92868 Tel: (714) 246-8630 Email: Nonishi@caloptima.org 141Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC REFERENCES Project Start Date: 8/1/2007 End Date: Ongoing Imagenet Staff Assigned: • Steve Strawn, CEO (directly involved in modifications to existing projects and implementation on new aspects/projects) • Vidhya Bhat, Project Manager • Katharine Ponder, Project Implementation Coordinator • Jane Archer, Implementation Supervisor • Lori Smits, DataNet Administrator • Dmytro Kuts, Solution Architect Proiect Description/Summa Complete end to end P2E (paper to electronic) solution including mailroom processing, scanning and indexing 50,000 documents/month, and hosting of images on DataNet (Imagenet secure web based document hosting solution). Document types processed include CMS 1500, UB04, LTC, CHDP, Correspondence, and Health Network Selection Forms. Processing features include Provider and Member matching, Reject processing, Creation of EDI files in proprietary file format, DataNet image processing. Turn Around Time of 30 hours from receipt of documents in-house to final delivery with 99.5% accuracy on data lift. 3) Partnership Health Plan Paula Frederickson, Claims Director 4665 Business Center Dr. Fairfield, CA 94534 Tel: 707.863.4201 Email: pfrederickson@partnershiphp.org Prosect Start Date: 2/1/2008 End Date: Ongoing Imagenet Staff Assigned: • Vidhya Bhat, Project Manager • Katharine Ponder, Project Implementation Coordinator • Lori Smits, DataNet Administrator • John Washenberger, Solution Architect Prosect Description/Summary: Complete end to end P2E (paper to electronic) solution including mailroom processing, scanning and indexing 70,000 documents/month, and hosting of images on DataNet (Imagenet secure web based document hosting solution). Document types processed include CMS 1500, U1304, LTC, CHDP, Correspondence, and Health Network Selection Forms. Processing features include Provider and Member matching, Reject processing, Creation of EDI files in proprietary file format, DataNet image processing. Turn Around Time of 48 hours from receipt of documents in-house to final delivery with 99.5% accuracy on data lift. 151 Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC NO NEGATIVE HISTORY DISCLOSURE / EXPLANATION OF METHODOLOGY D. Disclosure - No Negative History IMAGENET HAS ABSOLUTELY NO NEGATIVE HISTORY. In Imagenet's 13 years of business, never has a contract been terminated due to default or breach; nor has Imagenet been under investigation or involved in litigation having been judged guilty or liable within the last five years. E. Explanation Of Methodology 1) Shipping & In -Transit Security Imagenet believes in providing local service and thus utilizes employee drivers to securely transport documents for our clients, rather than a third party courier service. At no point, will be a third party company show up for document pick-up or return, or in any way handle documents. Our drivers are employees of Imagenet, have passed thorough background screenings, wear photo identification badges, and drive Imagenet owned vehicles. An Imagenet driver will arrive at the office of the City of La Quinta according to your desired schedule, to pick-up documents. Our driver will sign for possession of documents then place them into individual, secure (locking) containers for transportation directly to our Newport Beach branch office. Clients can request single or multiple pick-ups per day, per week, or from multiple locations. There is no additional cost for this service. Upon arrival at our Newport Beach branch office documents are immediately logged and recorded into our production database and assigned a Job Control number (JC) for tracking. Document counts or prep counts are tracked and tallied each day in a Manifest log provided to clients. 2) Turn Around Time for Originals & Digital Files Imagenet guarantees digital files fully accessible within forty-eight (48) hours from our pick up of documents. Originals can be returned at this time, at the next scheduled pick up, or stored, free of charge, in our secure storage facility for 30 days then returned or securely destroyed on site. 161Page Response Proposal - RFP, DOCUMENT SCANNING SERVICES Imagenet LLC EXPLANATION OF METHODOLOGY 3) Process Flow - Tracking from Pick-up to Return & Accountability Upon pick-up and return of documents Imagenet's driver and a representative of the City of La Quinta will both sign either a pick-up or a return receipt form, acknowledging possession of said documents. Documents are always transported within locked client designated containers. Once documents arrive at Imagenet's secure they are logged into our production database and assigned a Job Control number. Within a few hours of receipt, documents are manually sorted and documents, along with attachments, are prepped and organized for processing, reviewed for scanning quality, readability, and physical damage. They are then repaired as necessary or purged if required, and related batch numbers or folder indexes assigned. At each stage of document handling their status is recorded and tracked utilizing our production database; ensuring that every document is accounted for and all Turn Around Time (TAT) commitments are met. Once documents have been scanned Imagenet's processing staff ensures that prep counts balance with scan counts. Upon successful reconciliation of counts, documents are uploaded for OCR-ing and Indexing. A complete manifest is generated at that time and communicated with the client as well as being sent to the Accounting department for invoicing purposes. Documents will then be reassembled to the state and order as received then returned to their original boxes/containers in preparation for return. "SCANNED" and the "Scan Date" will be written on the outside of each completed box, an itemized return receipt will be created, and documents placed into City of La Quinta designated, secure containers. Upon arrival at the City, both the Imagenet driver and a representative for the City must sign a return receipt acknowledging return of said documents. 4) Prv,ess Flow - acking Digital Content & A,_,_uuntability At each stage of document handling their status is recorded and tracked utilizing our production database; ensuring that every document is accounted for and all Turn Around Time (TAT) commitments are met. Imagenet's document scanning and processing workflow is depicted in diagrams on the following page. 171 Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC EXPLANATION OF METHODOLOGY Documents are Items Assigned JC# Documents Sorted Logged & Recorded (Job Control #) by Document Type i Multipage Documents Cleaned Documents Re - 10 Documents & Purged Boxed for Scanning Annotated DocumentType Document ument Naming Database QC'd Images Q Againstlmage& --- QCd Organization qC' QC'd Paper i i i i i Images & Data Documents Scanned Moved to Version i & Named Management i System (VMS) -------------i i i i i iagra IMAGENET ACTIVITIES s�"rarii� . Previous' ''lagrayr�' Data Imported Into Standard Da Data Export from Custom Data le Generated in �_ -------► Transformation —► Transformatio Transformation Transformation Desired Format Database + I (TransNet) Data r / Index Field Index Field Index Field Information Manual 10 Information Manual Information Manual Transformation r Transformation Transformation Image Files & Index Files Image Files & Indices Processed / Exported / Reports 10 Indices Uploaded to IN _ Imported to Generated DataNet Servers Data Net Servers - File & Reports Uploaded via Secure FTP (*) to Customer. Manifest Updated = Imagenet Local [•j Files may also be transported Activities to Clients via CD if desired 181 Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC EXPLANATION OF METHODOLOGY 5) Indexing Procedures Every Imagenet client has various types of documents and unique indexing requirements. Given this, Imagenet is well experienced and able to accommodate, the vendor of choice in performing data lift and indexing operations for all our clients. Imagenet will bring this experience to the City of La Quinta. Imagenet technology supports data entry on single page or multipage documents, from front or backside, first page or attachments. Imagenet staff is trained to read handwritten documents and skip data as desired by client — e.g. some clients would like `name' to be data lifted but not credentials. Imagenet software can also read barcodes should they exist on a document. Every project is assigned a Project Manager who will work directly with the client gathering all desired custom data lift rules for the various document types. They then create templates for each document type, go through the rules with our development team, and train Imagenet staff accordingly. 6) Naming Conventions Imagenet can accommodate any desired naming conventions for various document types. E.g. if you would like all plans named by project name, location, and date, Imagenet will data lift said fields creating the naming convention: ProJectName—ProjectLocation—PlanDate. 7) Delivery Methods, Digital Files into Laserfiche Imagenet can deliver images and index data in multiple formats and media; Laserfiche Briefcase being one of them. Imagenet performs scanning of paper documents of varied sizes into multiple formats for the purpose of placing into Laserfiche for many of our clients and will easily accommodate the desired TIFF format. Imagenet's team will work the client to ensure the delivery meets your expectations. We can facilitate direct importing into the City's Laserfiche database; provide training for the City's staff to import document images and index files from the provided CDs, or both. 8) Quality Control Procedures / Checks & Balances Quality Control checks are performed at every step of our processes and every Imagenet office completes all work received each day, the same day. Our in-house courier service picks -up documents directly at customer location(s) and all documents received are logged and recorded. 191 Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC EXPLANATION OF METHODOLOGY Documents are sorted by type and organized for processing along with attachments. Documents are then processed and indexed according to the customer's business requirements and Document counts are tracked and tallied each day for reference by our client and accounting department. Mailroom/Prep Quality Control checks include counting of documents when received then balancing against client returns and scan counts. Mailroom counts can be made available to the client at the end of each business day. *a complete list of Imagenet QCs is available upon request* Because of the extensive list of QC checks performed on every document processed and Imagenet staff reviewing accuracy of data validation on a daily basis, Imagenet is able to guarantee 99.95% data accuracy. 9) Disaster Recovery Plan (Protecting clients' documents from fire, theft, & other losses and damages) Imagenet's Business Continuity and Resource Planning Strategy provides a clear roadmap for continuing operations under adverse conditions that have the potential to impact day to day operations. Imagenet's best practices, include maintaining thorough client specific internal documentation and cross training, thereby giving Imagenet the ability to continue to function from any of its branch offices. Documents can be routed to any of the 7 branch locations for scanning. Processing can be accomplished in of the 7 branch locations within the US and data storage can be handled via the geographically redundant Amazon based cloud servers. From every aspect of Imagenet's operations, Imagenet has redundant operating capabilities that are well suited to meeting client needs under even the most adverse conditions. Additional details can be found in the attached Disaster Recovery/Business Continuity Plan document. Please see attached "Imagenet's Disaster Recovery Plan", for complete procedures and safeguards in place to protect our client's information. 201 Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC WARRANTY & GUARANTEE F. Imagenet Warranty/Guarantee 1) Implementation and Continued Customization Support Imagenet will provide project management services during implementation and any possible future specification changes. 2) Data lift/Indexing Guarantee Imagenet guarantees that the data provided to Company Name will be at least 99.5% accurate to the document; measured against the document images and Client -defined specifications for data lift, edits at the field level and averaged across all audits performed in the month. As part of the audit process, critical fields required for audit are identified; which tend to be the same across Clients for a given doc type with minor variations. Next, 3%-5% of documents are randomly selected and the audit of critical fields is performed on these selected documents. Results are tabulated daily and can be communicated with the Client daily or monthly. 3) Turn Around Time Guarantee Imagenet will post images for Client viewing within forty-eight (48) hours from pick up, excluding weekends and Client defined holidays. Imagenet will report compliance with this standard to Client on a monthly basis. The report will include overall timeliness for the month as well as the pick-up date, received date, scanned date, and the number of pages imaged and rejected. Imagenet guarantees to meet all turn around times mutually agreed upon by the City and Imagenet. 4) Sample Standard Service Level Guarantees DATA LIFT/INDEXING STANDARD: 99.5 % ACCURACY RATE If the results of the monthly audit reveal that the accuracy rate is less than the standard, the guarantee shall be: First Infraction No financial penalty, Imagenet must define source of the problem and outline corrective course(s) of action. 211Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC WARRANTY & GUARANTEE Second Infraction and Beyond Imagenet is to discount the next invoice at the following rates: • Data Accuracy Audited: Greater than 98% but less than requirement = $1000.00 • Data Accuracy Audited: Greater than 97% but less than 98% _ $1500.00 • Data Accuracy Audited: Less than 97% _ $2000.00 221 Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC PRICING G. Pricing Chart SERVICES ..................................................... PRICE per image SECURE TRANSPORT OF DOCUMENTS BOXES (Regardless of Box size) No Charge PLAN ROLLS No Charge PROOF OF PICK-UP SLIP No Charge PROOF OF RETURN SLIP No Charge IDENTIFYING EVERY BOX WITH "SCANNED" & SCAN DATE PRIOR TO RETURN No Charge CARRIER INSURANCE & BONDING LIMITS • Insurance Carrier: Lloyds London Lloyds London • Bonding Limit = $5,000,000 $5 million, Bonding Limit PRE -SCANNING DOCUMENT PREPARATION: Includes: Remove staples and clips, and as needed, repair damaged pages, affix odd size pages to carrier sheets, insert separator pages, etc. No Charge SCANNING: (best image rate: 200-400 DPI) TO TIFF FORMAT Black & White 8'/2 x 11, 8'/2 x 14, Plan sheets $0.05 Greyscale 8'/2 x 11, 8'/2 x 14, Plan sheets $0.05 Full Color 8'/2 x 11, 8'/2 x 14, Plan sheets $0.05 Black & White C size (18"x24") $0.21 Greyscale C size $0.21 Full Color C size $1.09 Black & White D size (24"x36") $0.37 Greyscale D size $0.37 Full Color D size $1.04 Black & White E size (36"x48") $0.49 Greyscale E size $0.49 Full color E size $0.49 $0.49 OCR-ing: Converting City -selected pages to searchable text with OCR function No Charge Pricing continued next Pagel 231Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC PRICING DATA TRANSFER (per CD/DVD or Laserfiche Briefcase): 1 Master CD/DVD of digital files & index data No Charge 1 Duplicate CD/DVD of digital files & index data No Charge Laserfiche Briefcase (LFB) No Charge Importing into the City's Laserfiche repository No Charge Certificate of Authenticity image with each CD/DVD No Charge QUALITY CONTROL: No Charge OTHER CHARGES, FEES OR BILLABLES: NONE Signed: 241 Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC COMPLEMENTARY SERVICES H. Imagenet Complementary Services 1) Image Hosting and Data access (DataNet) Imagenet's DataNet service provides complete and sophisticated access to your document images and data. Document images are available to you via our DataNet online ASP Service. If you choose to subscribe to the DataNet online service, which is FREE of charge, we upload your images to our secure data center, which gives you instant access to your electronic documents across your organization and operations. Your document data is hosted on a state-of-the-art data center facility that is fully redundant, highly secure and monitored 24/7, 365. Several server configurations are available to best suit your hosting needs. You can access your documents via the Internet from anywhere at any time using a simple user-friendly browser -based interface or via a download over a number of hosted secure protocols; including FTP over SSL or transmission using PGP encryption. DataNet has sophisticated authorization and authentication technology; which ensures only designated personnel access your corporate documents. DataNet Online features include: • Sophisticated document retrieval and viewing capabilities • The in-house built, web -based application supports scrolling through multi -paged documents, the ability to print, and the ability to download all or selected images • Documents can be retrieved using Client -defined search criteria and the Document Control Number (DCN) • Keyword or document meta -data searching • Full document display features (zoom, rotate, annotate) • Flexible concurrent user licensing • Printing on demand • Customizable web interfaces • Configurable access controls assignable by user groups • Usage reports • Highly secure connection (SSL and/or PGP encryption) • VPN configurations available 251Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC SUBCONTRACTING / NEEDED FROM CITY / INSURANCE & INDEMNIFICATION STATEMENT I. Subcontracting (Imagenet DOES NOT Use Subcontractors) Imagenet does not utilize Subcontractors to perform any portion of our services offered. J. Services & Information Needed From the City Imagenet will require a point of contact from City of La Quinta through whom we can course any questions or requirements as it relates to the project. With regards data, if there are any databases that can enhance QC checks, Imagenet would appreciate access, or receiving copies of contained data to ensure the highest quality product can be generated. K. Minimum Required Insurance & Indemnification If Imagenet LLC is selected/awarded a contract with the City of La Quinta, Imagenet will provide the minimum insurance coverage and indemnification noted in Sections 5.0 and 6.0 of the City's Contract Services Agreement. 261Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC NON -COLLUSION AFFIDAVIT FORM L. Non -Collusion Affidavit Form I, Steve Strawn , (name) hereby declare as follows: I am CEO (title) of Imagenet LLC (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 contract of anyone interested in the proposed contract; that all 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 thereto, 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 By Name Steve Strawn Title CEO Organization Imagenet LLC Address 6411 s. 216th Street. Kent. WA 98032 271Page Response Proposal — RFP, DOCUMENT SCANNING SERVICES Imagenet LLC ACKNOWLEDGEMENT OF ADDENDA M. Acknowledgement of Receipt of Addenda ADDENDUM NO. SIGNATURE INDICATING RECEIPT Addendum #1- 10/23/2013 Questions & Answers — 10/28/2013 281 Page