The URL can be used to link to this page

Proposal - Global Solutions Group, IncSubmitted to: Oscar Mojica, Deputy City Clerk QU�� CAIAWRNIA — City of La Quinta 78495 Calle Tampico La Quinta, CA 92253 Submitted by: Global Solutions Group, Inc. GL )BAL 31681 Dequindre Road Madison Heights, MI 48071 www.GlobalSoIGroup.com F3:?RTInEr opAc—' ',',) FIREEYE Apo lrEo clsco ■■ Mic—oft FORTIFY Parhier A] Cloud Partner `,tenable � amazon o azon SOLUTIONS GROUP. INC. Offeror Global Solutions Group, Inc. 31681 Dequindre Road Madison Heights, Michigan 48071 www.GlobalSolGroun.COM US DOD Top - Secret Facility �.� Clearance Laserfiche Avante Software Support Services City of La Quinta UEI VH3UE9S2T6E5 Al� CAGE 6M9L5 DUNS 078343325 IsoQAR ISOQAR ISOQAR EIN 20 0010736 AICPA CMMI APPRAISED SOC SSR N SRM W 0 S B 'T WBENC 8(a) Certified Woman Owned Small Business ryMSDC womaao..re small euaman Contracting Vehicles Multiple Contract NumberGS35F-171AA Award SINS: 493110RM; 511210; 518210DC; 518210ERM; 54151; 54151HACS; Schedule 54151S; 541611LIT; S416110; S61439; 561990 Contract Number GS-02F-02SGA SIN: 56132OSSSA O Contract Number 47QTC821DO281 DwA 1 aS,11 Categories: STARS3; STARS3 ET, STARS3 OCONUS � I �♦ Contract Number 47QRCA25D OASIS+ 58 Contract Number 47QRCA25DWlS150 OASIS+ WOSB - Contract Plumber 47QRCA2SDA324 OASIS+&(a) Personnel authorized to negotiate with the Government and sign the proposal and subsequent award on Offeror's behalf: Lisa Salvador, Vice President Mobile: (313) 333-0188 lisas@globalsolgroup.com; DroDosal@.globalsolgroup.com Acknowledgement of Addenda, Questions and Answers, and other Modifications 10/.1 Submit to: Oscar Mojica, Deputy City Clerk CALIFORNIA - City of La Quinta 78495 Calle Tampico La Quinta, CA 92253 G LOB B A L Laserfiche Avante Software Support Services - City of La Quinta Table of Contents 1. Cover Letter..................................................................................................................................................1 2. GSG Background, Qualifications, and Experience.......................................................................... 3 2.1 GSG's Background..................................................................................................................................................3 2.2 GSG's Qualification................................................................................................................................................5 2.3 GSG's Experience....................................................................................................................................................6 2.3.1 City, County, and State Laserfiche ECM/DMS Customers........................................................7 2.3.2 Federal Laserfiche ECM/DMS Customers.......................................................................................8 2.3.3 Educational Laserfiche ECM/DMS Customers...........................................................................11 2.3.4 Commercial Laserfiche ECM/DMS Customers...........................................................................11 2.3.5 Experience with California.................................................................................................................12 2.3.6 Laserfiche Services Customer Feedback and Related Reference Letters .......................14 2.4 Resumes of the Project Manager and key personnel...........................................................................19 2.4.1 Project Manager - Nish Dani.............................................................................................................. 20 2.4.2 Laserfiche SME - Bhavin Mehta........................................................................................................ 21 2.4.3 Laserfiche Solution Engineer - Rituraj Kumar........................................................................... 23 2.4.4 Business Analyst - Krishna Patel.................................................................................................... 26 2.4.5 Implementation Engineer - Ayushi Kumari Patel..................................................................... 27 2.4.6 Support Engineer - Kia Ghiam.......................................................................................................... 29 3. References of California Government Agencies........................................................................... 30 3.1 Reference #1: U.S. Department of Health and Human Services - CMS (San Francisco, CA) 30 3.2 Reference #2: City of Clovis, Police Department, California - Laserfiche Software Assurance PlanRenewal........................................................................................................................................................ 31 3.3 Reference #3: San Bernardino County Transportation Authority, CA - Laserfiche System & ProductSupport.................................................................................................................................................. 31 4. Complete Pricing List............................................................................................................................. 33 5. List of Complementary Services Offered by GSG Along With Corresponding Prices...... 35 6. Staffing and Project Organization..................................................................................................... 36 6.1 Staffing....................................................................................................................................................................36 6.1.1 Organization Chart................................................................................................................................36 6.1.2 Qualifications and Experience of the Key Team Members ................................................... 37 6.1.3 Certifications of Key Staff................................................................................................................... 38 6.2 Project Organization..........................................................................................................................................39 6.2.1 Project Approach.................................................................................................................................... 39 6.2.2 Project Management and support services................................................................................. 42 7. Subcontracting Services....................................................................................................................... 50 8. Disclosures................................................................................................................................................ 50 9. Acknowledgement of Insurance Requirements (Attachment 2)........................................... 51 10. Non -Collusion Affidavit (Attachment 3)......................................................................................... 52 11. Acknowledgement of Addenda (Attachment 4)........................................................................... 53 _J April 10, 2026 Oscar Mojica, Deputy City Clerk City of La Quinta 78495 Calle Tampico La Quinta, CA 92253 Laserfiche Avante Software Support Services City of La Quinta Subject: Global Solutions Group's response to Request for Proposals for Laserfiche Avante Software Support Services. Dear Mr. Mojica, Global Solutions Group, Inc. (GSG) hereby presents our response to Request for Proposals for Laserfiche Avante Software Support Services to City of La Quinta Grande ("City"). GSG is a multifaceted technology company incorporated in the State of Michigan in 2003. We are headquartered in Madison Heights, MI. We are an SBA 8(a) Certified Small Business, Certified Women Owned Small Business (WOSB), Certified Minority Business Enterprise (MBE), and Economically Disadvantaged Woman - Owned Small Business (EDWOSB). GSG is an ISO/IEC 27001:2013 Information Security Management Systems, isocna ,SOQAQ ;;,; ISO 9001:2015 Quality Management System, and ISO 20000:2018 - Service Management System Certified firm. Our team can consistently provide products and services that meet 0000 customer and applicable statutory and regulatory requirements. GSG understands that the City of La Quinta ("City") is seeking proposals from qualified firms to provide Laserfiche Avante Software Support services for the City. GSG is a Value -Added Reseller (VAR) of Laserfiche, and we `\ 2024, 202s provide Laserfiche Licenses, Installation, Maintenance and \ Supports services to City, State, and Federal Government. As a s e r F icheF a Certified VAR, GSG has the requisite capability to provide Laserfiche LSAP Upgrade and Maintenance and Supports WINNERS CIRCLE services. We have access to the latest innovations in implementation, integration, and customization practices, and our team constantly takes advantage of the opportunities to update and enhance their skill sets and knowledge. GSG has extensive experience working with local, state, and federal governments. We have the expertise, experience, and proficiency to successfully maintain and update any Laserfiche system for any type of agency or business. Our team has implemented Laserfiche systems for local, state, and federal government agencies, including individual departments, multiple departments, multiple locations, and enterprise wide. As a Certified Laserfiche VAR, all Electronic Content Management (ECM) Technicians are Laserfiche Gold or Platinum Certified. GSG provides all types of services for the Laserfiche product including: Gold and Platinum -certified Laserfiche technicians skilled in upgrading and maintaining Laserfiche systems for enterprises of all sizes. Page I 1 _J Experience with California Laserfiche Avante Software Support Services City of La Quinta GSG has extensive experience executing projects for various federal and local agencies within California, as detailed in the following table: • San Diego County Regional • Airport Authority • • Golden Gate Bridge Highway and Transportation District • • Golden Gate Bridge Highway and Transportation District • • City of San Jose • City of Sunnyvale • • City and County of San Francisco • • City of Visalia • Cosumnes Community Services• District • • City of Roseville • • Northern California Power • Agency (NCPA) • City of Santa Clara • • City of Rancho Cucamonga • Kern County • Agency Name Housing Authority of the City of Alameda Naval Medical Center San Diego (NMCSD) & Naval Hospital Camp Pendleton (NHCP) U.S. Attorney's Office - Northern District of California (San Francisco) Naval Postgraduate School (NPS), Office of Inspector General (Monterey) Defense Human Resources Activity (DHRA) (Seaside, Monterey) Bureau of Safety and Environmental Enforcement (BSEE) (Camarillo) Sacramento Regional Transit District Travis Air Force Base (AFB) City of Clovis, Police Department San Bernardino County Transportation Authority (SBCTA) Centers for Medicare & Medicaid Services (CMS) (San Francisco Regional Office) State of California - Department of General Services GSG brings top-notch skills, experience, equipment, personnel, and supervision to bear and deliver precise, prompt, and the best value services. GSG will meet all service and personnel requirements, as well as all terms and conditions included in the requirement document, with no exceptions. We agree with all terms, conditions, and provisions included in the solicitation document, and we further agree to furnish all items at the price indicated for each item. Point of Contact Details Name: Lisa Salvador Title: Vice President Email: lisasP2lobalsol2rouo.com;yroyosalf 2lobalsolLroun.com Telephone: (313) 333-0188 (mobile) As Vice President of Global Solutions Group, Inc., I am fully authorized to negotiate and bind GSG during the period in which the city is evaluating proposals. You may contact me at any time. Regards, Lisa Salvador Vice President Page 12 RimGROUV, iNC. Laserfiche Avante Software Support Services City of La Quinta Number of years in business 23 Years Taxpayer identification number 20 0010736 Number of years Laserfiche Avante Support Services 23 Years Firm ownership and if incorporated, list the state in which the firm is incorporated and the date of incorporation Corporation, State of incorporated: Michigan If the firm is a subsidiary of a parent company, identify the parent company NA 2.1 GSG's Background GSG was founded in 2003 to provide IT support services to government agencies and private sector clients. Through our IT support services, we recognized the need for expanded document management support. Our services expanded our client's needs for complicated document digitization/conversion, scanning multiple types of originals, storage services and database management in 2008. Since then, GSG has continued to deliver difficult, time -sensitive projects for municipal, state, and federal agencies by having the "right team" with the "right tools." GThe Right Team To address our clients' evolving needs, GSG onboarded certified Laserfiche experts with deep technical expertise. These professionals, many of whom have worked together at GSG for nearly a decade, consistently exceed client expectations. Their extensive experience with large-scale projects ensures seamless execution and delivery. GThe Right Partners and Tools GSG has forged strategic partnerships with industry leaders like Laserfiche, the foremost provider of document management solutions. These partnerships provide immediate access to cutting -edge technologies, enabling rapid and efficient project implementations. Additionally, GSG collaborates with ten other technology partners to broaden our capabilities without imposing additional costs on our clients. . 1 1 1. 1 1 1. F_==FirinEr amazon I Partner cis co webservices Network Our AUTHORIZED PARTNER Eleven - - - ♦0R/N.CI-E 1 PARTNERNETWORK Partners6J9.REHB P�RTVER MM Microsoft Tr@Ilia I Gold Partner Otenable- 0 7 FIVE TIMEAARDEE 2021, 2022, 2023, 2024,2025 Laserfiche WINNERS CIRCLE Being a Laserfiche Winners Circle Awardee signifies GSG's dedication to excellence in delivering Laserfiche solutions and exceptional customer support. This prestigious recognition reflects consistent high sales performance, customer satisfaction, and innovation. Winning the award is challenging, it requires achieving measurable client success year after year. Page 13 GL Q)B A L Laserfiche Avante Software Support Services — City of La Quinta Core Competencies GSG continues to expand our core offerings to our customers. As technology continues to change, we also increase our staff training opportunities and encourage obtaining industry -leading certifications. • Digital • Enterprise Content • Document Imaging Transformation Management System and Services DOCUMENT • Enterprise • Case Management • Document AND DATA Document • Workflow Digitization Ri Management Management • Customer MANAGEMENT Solutions • Enterprise Records Relationship • Laserfiche Management Management • OpenText Systems • Cloud Hosting • Disaster Recovery • IT Staffing • Licensing • Database Management • Network Architecting Q — Q • Implementation • SharePoint • Hardware I Q I IT SERVICES • IT Support • IT Managed Services • Firewalls Q — Q • Help Desk • Telephony • SQL • Backup • Network Administration • Penetration • Information • Security Hardware Testing Assurance and Software • Policy and • Incident Response • Security Information Procedure Planning Operational and Event CYBER Development Continuity Planning Management SECURITY • Risk Assessment • Education and • Payment Card • Security Audits Training Industry Assessment • Social Engineering • Security Engineering Security Compliance • Security . PIV • Proprietary 10 PHYSICAL Cameras/CCTV . Personal Identification alerteerTM Security SECURITY • Entry Systems Systems Monitoring Software • Access Control One of the primary aspects of GSG's mission is to provide outstanding technical and customer service support. Our top management stays involved with all projects, and to ensure customer satisfaction we have retained top-flight personnel who are certified to provide services in their specialties. All members of the team have excellent customer service skills. Our Philosophy r Active communication, ensuring that both our employees and our customers TRANSPARENCY are informed of new developments as quickly and clearly as possible, is key to �- the successful performance of any contract G00DAt GSG, we operate with integrity, offering customers the level of support and 5 PROFESSIONALISM care that we want for ourselves. Our work meets an exceedingly high bar of excellence: �99.95% completeness ® ENGAGEMENT 100% compliance with all standards 100% accuracy 100% on time We understand the importance of a strong company culture, aligned to a set of common values. Our strategic and operational plans are developed to support these values: Page 14 _J Laserfiche Avante Software Support Services City of La Quinta To execute this engagement, GSG will provide the City with: 00000 THE RIGHT TEAM WITH THE RIGHT STUFF III/7 10/7THE � RIGHT SOLUTION Experienced Team with high level Customized Solutions from highly experienced Laserfiche certifications and experience Laserfiche developers to provide enhanced providing large-scale Laserfiche integration, performance, and convenience for the Implementation, Maintenance and Support implementation. services with Laserfiche certified personnel. Clear Management Approach. We stress clear A certified Project Management lines of communication between the Professional with Laserfiche Gold implementation team, the client, and GSG Certification will lead our Project Team, and management. will direct the team, including developing On-site/Off-site/Remote services are performed project schedules, tracking tools, and by our Gold and Platinum Certified personnel. implementation. Reach -Back Capacity includes on -staff personnel Seamless Integration of qualified and experienced contract personnel. personnel allows us to provide the highest A Gold and Platinum Certified Value -Added level of service with the least impact on Reseller (VAR) with access to the latest support daily operations. and proven performance recognized by Laserfiche. D) THE "GSG VALUE ADD" Maintenance Involved Outages: All maintenance work that results in a system outage will be done outside business hours unless otherwise agreed upon by the City. Security Audit Remediation: GSG is responsible for participating in a biannual security audit of the Laserfiche systems and works with City staff to remediate it if possible. Client -side Software Installation: GSG will provide the City with instructions on installation steps for client -side software. Review Server Logs/Errors: Analysis of Server Log Files: GSG will review the server log files and capture all errors. Once captured, the errors will be researched, and appropriate actions will be taken. Server Software Installation/Testing: GSG will install all new software patches for Laserfiche software as they become available. The City is responsible for server Operating System (OS) and client workstation Windows OS patches. Part of the installation process will include testing the servers and workstations. If issues arise, GSG will work with the City to resolve them. 2.2 GSG's Qualification GSG is a Platinum -Certified VAR of Laserfiche, providing Professional Services, Training, and Support to City, State, and Federal Government projects. Our team, led by a Gold Certified Laserfiche Professional, is fully trained and experienced, including Laserfiche Platinum Certification. GSG's Project Managers are Laserfiche Gold Certified and experienced in Project implementing enterprise -wide systems, integrating workflows, and managing Management client business processes. Configuration GSG's experienced engineering team uses an agile methodology to deliver tailored and Laserfiche solutions, ensuring efficient, timely deployment based on the City's Deployment specific needs and goals. Planning and Our engineers create detailed project plans, providing flexible timelines for Page 15 SOLUTIONS GROUR, INC. Laserfiche Avante Software Support Services City of La Quinta Management installation, configuration, training, and migration. System GSG's cybersecurity expertise ensures secure configurations that uphold the five Security pillars of information assurance: Integrity, Availability, Authentication, Confidentiality, and Non -repudiation. Dedicated GSG offers dedicated technical support, including troubleshooting via email, Support and phone, or online support. A technical engineer will manage knowledge transfer, Training training, and product documentation. Additional Training Web -based training for new or existing users. System Setup Best practices for adding departments, indexing, etc. Consultation Remote Software Assistance with software updates, minor fixes, and point Additional Services Updates releases. Annual System Optional service for system analysis and optimization Review recommendations. Remote Access Technicians can resolve issues remotely, saving time Support and cost 2.3 GSG's Experience As a VAR of Laserfiche, our company supports a diverse portfolio of active implementations and long- term support engagements across federal, state, and local government agencies, educational institutions, and housing authorities. These projects include a wide range of services such as Laserfiche licensing, system configuration, solution customization, user training, and ongoing technical support. Below is the list of our partial clients' similar and concurrent software implementation projects. Agency Name Maryland State Department of Education, Baltimore Maryland - Enterprise Document Management System Period of Performance 2023 to Ongoing City of Providence, Rhode Island - Laserfiche Support 2023 to Ongoing Colorado Department of Natural Resources - Laserfiche System 2023 to Ongoing Georgia Department of Community Health 2023 to ongoing City of Dahlone a, Georgia 2023 to ongoing City of Gainesville, Florida 2020 to Ongoing University of North Carolina At Chapel Hill 2022 to Ongoing San Bernardino County Transportation Authority 2021 to Ongoing Tennessee Higher Education Commission, TN 2021 to 2022 Housing Authority of the City of Reno 2021to 2025 State of North Carolina - Department of Agriculture and Consumer Services 2019 to 2022 City of Farmington Hills, Michigan 2016 to Ongoing City of Southfield, Michigan 2016 to Ongoing Fort Worth Housing Solutions, Texas 2019 to Ongoing Howard University - College of Medicine 2016 to 2022 Department of the Air Force 2020 to 2021 U.S. Department of Commerce, Office of the General Counsel (OGC) 2017 to 2027 Department of State - Office of Medical Services MED 2018 to 2022 Department of the Arm - US Army Redstone Arsenal 2015 to 2022 U.S. Department of Health and Human Services - Centers for Medicare and Medicaid Services 2016 to 2023 Page 16 SOLUTIONS GROUV, INC. Laserfiche Avante Software Support Services City of La Quinta Agency Name Period of Performance Department of 1 1 • GSG has over twenty years has delivered several Laserfiche contracts where we managed the implementation, maintenance, and the support of Laserfiche Systems. Below we have provided a summary of successfully completed Laserfiche jobs that include government, city, state, and commercial projects. Our team is Experienced. • 100% of our team have Laserfiche training and experience. GSG . Over fifty-five Laserfiche contracts Delivers . Has worked together on multiple projects. with . Every team member has at least one certification; most have two Laserfiche Experience certifications. • Experience with Government, State, Local, Commercial. • Laserfiche Partner - Immediate access to technology. GSG has a solid and experienced team in place to lead this project. From our managers to the implementation team, all personnel have experience with the implementation and maintenance of Laserfiche products. Our team is led by a Gold Certified Laserfiche Professional, and all team members have Laserfiche training and experience. We have ongoing contracts with several counties and municipal agencies for DMS and other IT projects, including Crystal Lake, IL; Livonia, MI; Farmington Hills, MI; Southfield, MI; Orange County, CA; and several agencies in the City of Detroit. We are providing Laserfiche ECM/RMS services to several cities, states, and federal governments. Some of our major Laserfiche contract highlights: 2.3.1 City, County, and State Laserfiche ECM/DMS Customers GA Georgia Electronic • We are providing Software Licenses of Laserfiche, Department of Document Professional Services, maintenance, and support Community Management services. Health (DCH)- System • Our other services include scanning, importing, OCR City of functionality, Metadata/Naming, and customizing Dahlonega, reporting capabilities. We implemented a secure Georgia cloud -based Electronic Content Management/ �� G[OROIAD[PARTM[NT OF COMMUNRT HULTN Records Management System with Laserfiche. U • Our team customizes Laserfiche and integrates it with the record retention document process. We are migrating all the documents in the previous solution to Laserfiche. • We compiled the solution with industry -recognized standards relating to security techniques and information security management. AR Arizona Document • GSG provides Document Imaging/Scanning and end - Department of Management to -end Document Management Services including Administration, Services document creation, storage, maintenance, retention, State archival, disposition, etc. Procurement Office Page 17 SOLUTIONS Gft INC. Laserfiche Avante Software Support Services City of La Quinta CA San Bernardino Laserfiche • GSG provides Laserfiche software support services County System and including renewal of Laserfiche Software Assurance Transportation Product Plan (LSAP), Training for Laserfiche tools, features/ Authority, Support upgrades, and other items, on an as -needed basis California consulting service. • We provide support on on-site/remote phone/web e eta conferences with screen sharing. Priority support for the Laserfiche software system includes remedial San a°`nar°'"°°°_y Transportation Authority training, consulting, installing updates, testing, configuration, troubleshooting, and emergency services. Remote support via phone, email, or web conference with screen sharing and Live support on working days excluding holidays. CA City of Athens, Laserfiche • We provided Laserfiche Licensing services for Tennessee Licenses various departments, Laserfiche Server, named user with Web Client Access, Workflows, Forms, and Audit Trail. MI City of Inkster, Laserfiche • GSG provides Laserfiche Implementation, Support, Michigan Implementatio licenses, and maintenance services. We are storing n and Support all data into the Laserfiche repository and provide Inks er Discover. Grow. Unite. Services forms, reports, and workflows. MI City of Laserfiche - • We provided support and maintenance of the Farmington Server and Laserfiche system implementation including Hills, Michigan Software Workflows, Forms, and other modules, as well as the FARMINGTON HILLS Licenses Premium Laserfiche Software Assurance Plan w (LSAPI. MI City of Laserfiche • Our team converted physical HR forms into Southfield, Professional electronic forms using the Laserfiche Forms System, Services including multilevel review and approved workflow. _Michigan LSjouthfield (development • The development included the below features of life center ofif all"" of electronic Laserfiche: Development of workflow using Process forms using Modeler, design of web forms using Forms Designer, Laserfiche and the creation and updating of fillable PDFs. Forms) MI Detroit Document • GSG provided software and implementation services Transportation Scanning for licenses and annual support of Laserfiche Corporation - Software Workflow and Quick Fields. People Mover Solution • We provided services for Laserfiche upgrades, Mpatches, and resolution of bugs and other issues. 2.3.2 Federal Laserfiche ECM/DMS Customers U.S. Department of Laserfiche GSG is providing Laserfiche Avante Server, Full the Air Force, Avante Named User licenses, renewal of the existing Tyndall Air Force Laserfiche system, and related professional Page 18 _J Laserfiche Avante Software Support Services City of La Quinta Base services. • We are also providing data conversion of data files. approximately 60 GB of records to PDF U.S. Department of Laserfiche • GSG provides Laserfiche Software support and the Air Force, Software maintenance services to FMBIB and SAF/FMFD. Our FMBIB and Support and team also supports the Specialized Accounting and SAF/FMFD Maintenance Finance Enterprise System (SAFES) development - `\'- Services location in Herndon, Virginia. • We support systems integrated with Commercial - off -the -Shelf Momentum® software configured specifically for SAFES. Laserfiche allows archival and retrieval of documents for research, traceability, audibility, and meets legal requirements for document storage. • Main Tasks: 1. Laserfiche Licenses 2. Off -site and on -site support 3. Laserfiche software upgrades and/or patches 4. Technical and Developer Support U.S. Department of Software • Our team provided Laserfiche Software the Army, Redstone Maintenance Maintenance and provided rapid response support Arsenal Renewal and maintenance to the Laserfiche system. • We provided services for RME Enterprise Server, �f " 1< Web Access Enterprise, Laserfiche Full User, Laserfiche Quick Fields, and Import Agent LSAP. U.S. Department of Laserfiche • Our team provides Laserfiche rapid response State, Office of Support support and maintenance to the Laserfiche system Medical Services deployed in MED. We also provide a Laserfiche system to store all medical records that are scanned or electronically converted using the Laserfiche desktop clients. The physical records are scanned using the Laserfiche Quick Field module; electronically converted using the Laserfiche Snapshot conversion utility; or electronically faxed to a MED server then ingested by Laserfiche using the Import Agent utility. • Records are categorized and indexed by a team in the Medical Records section of MED. • These records are viewed by domestic and overseas users of MED using the Laserfiche web application. MED's domestic application and overseas application have an Application Program Interface (API) that directs the Laserfiche web application to pull up the electronic records in Laserfiche. United States Laserfiche • We provided Laserfiche Avante Records Marine Corps Avante Records Management Edition maintenance and support (USMC) Management services. Our services included 0001 Laserfiche Avante Records Management Edition Server for Page 19 SOLUTIONS GROUV, INC. Laserfiche Avante Software Support Services City of La Quinta Oracle w/Workflow. MSE55. 0002 Laserfiche Named Full User Email. MNF05. ., w/Snapshot and 0003 Laserfiche Import Agent. MCA01. 0004 Maintenance and Support 0005 Laserfiche Avante MARINES Records Management Edition Server for Oracle w/Workflow. 0006 Laserfiche Named Full User w/Snapshot and Email. MNF05B. 0007 Laserfiche Import Agent. MCA0113. 0008 Laserfiche SDK. MTKNB. U.S. Department of Law Firm • We provide a Laserfiche Document Management Commerce - Office Document Application. of the General Management • This implementation is customized and configured Counsel (OGC) System specifically to meet legal office requirements. _ • We are also providing legislative assignments and corresponding documents, day-to-day Tracking W documents into a centralized repository. • We are providing a Laserfiche form for Interagency Regulatory Review and Workflow Implementation. U.S. Department of Regional • We provide Laserfiche software and services, on - Health and Human Laserfiche site training at the ten regional offices once a year to Services Maintenance include Records Management Module Training, we Support provide Laserfiche maintenance renewal software with Laserfiche Server 2012 and SQL 2012, move and installation takes place after normal business hours. • We upgrade to Laserfiche Version 10, to include onsite testing in headquarters prior to deployment. • We provide escalation procedures for how problem tickets will be resolved. • We provide quarterly remote training/webinar sessions. Department of Replacement of • We provide services to replace the Docket Project Interior Docket Processing Application (DPPA) application with t `"' " ti yA Processing Laserfiche Data Management Software solution. Program • Using this software, we track dockets to eliminate any loss or misfiling of documents. 'yggOM 3 \�p9 • This software complies with the National Park Service and the National Archives (NARA). • DPPA application is a V136 and uses Microsoft Access in a file server as a back -end database. • We are migrating Data into designated fields, testing, setup of Software onto SQL server and any special reporting required by National Park Service (NPS). • Also providing Quality Control, Quality Assurance, Physical Security and Key Personnel. North Carolina Document • We implemented Laserfiche software licensing, Department of Scanning and installation, and training and configured solutions Agriculture & Retrieval for NCDA&CS Veterinary and Agronomic Services Page 110 SOLUTIONS GROUP, INC. Laserfiche Avante Software Support Services City of La Quinta Consumer Services SYSTEM departmental end users. We set up the system for document scanning and 00-11 retrieval and provided training for personnel. 2.3.3 Educational Laserfiche ECM/DMS Customers Tennessee Higher Laserfiche . GSG supports, enhances, and assists THEC for Education Document Laserfiche DMS. We are performing DMS services Commission, Management including assisting Division of Postsecondary State Tennessee System Authorization (DPSA) in managing, scanning, and indexing applications or forms filed by Higher Education Commission postsecondary educational institutions; obtaining, p Y g, processing, and electronically storing Official Transcripts from Closing or Closed Institutions; assisting with the administration of user protocols; providing annual maintenance and support of the Laserfiche Avante Product Suite and modules; providing support in coordination with State of Tennessee's Strategic Technology Solutions (STS) as required, and providing optional development and enhancements to the Laserfiche DMS. University of North Electronic • GSG provides on -premises based solutions. It Carolina Document includes document management, electronic forms, Management workflow, and records management U THE UNr'CA's0 System for 11111�"III''VVIII'IIII' ^(N LINA implementation and ongoing services. We proposed CHAPELCHILL Facilities Laserfiche as a Document Management System. Services . The University is using Laserfiche software as a repository for electronic documents. Primarily the system is used to store and retrieve design and construction project documents, as well as corresponding communications. Laserfiche is an easily configurable web client that will enable the user to access and search the content through a web browser. 2.3.4 Commercial Laserfiche ECM/DMS Customers National Documents and • GSG is a qualified vendor for NCPA Region 14 Cooperative Records Education Service Center (ESC) to enter into a Purchasing Management Master Agreement for Documents and Records Alliance Management. NCPA• As a qualified vendor, we are providing Laserfiche EDRMS services to fulfill NCPA requirements. National Cooperative Purchasing Alliance • We are a Laserfiche VAR. Laserfiche is a robust and user-friendly Document Management Solution (DMS) that facilitates efficient preparation, organization, referencing, review, and retention of documents created during audits. • As part of this contract, GSG is providing Laserfiche licenses, installation, maintenance, support, and training services to the NCPA. Page 111 "M"',"".. 2.3.5 Experience with California Laserfiche Avante Software Support Services City of La Quinta • We provide marketing and administrative support services to the NCPA. GSG has relevant experience in California, having successfully executed various projects and services for multiple clients across the state. We are providing DMS services to Public Agencies in California: Military Health U.S. Department of San Francisco System Data Justice, Attorney's Health Care Customer Regional Office of repository on a day- Office, San Francisco, Agency of CMS, CA to -day basis for the CA. Orange U.S. Naval Medical Administrative Staff of County, CA Center, San Diego, CA the Attorney's Office Providing Laserfiche Providing ongoing Implemented Service Records and support in Data Providing Records Records Provided Document Evaluation and Management Analysis Management Management Metrics center System Our team provides services at California locations including: Defense Human Resources Activity (DHRA) Seaside, Monterey, CA City of Rancho Cucamonga City of Sunnyvale, CA Naval Postgraduate School, Office of Inspector General, Monterey, CA Travis AFB, CA U.S. Department of Justice, Attorney's Office, San Francisco, CA San Bernardino County Transportation Authority, CA U.S. Naval Medical Center, San Diego, CA Golden Gate Bridge & Highway District, CA San Jose, CA Health Care Agency of Orange County, CA San Francisco Regional Office of CMS, CA U.S. Attorney's Office, Northern District of California Agency Name Project Name San Diego County Regional Airport Authority On -call IT Cyber Services Golden Gate Bridge Highway and On -Call Cyber Security Professional Services Transportation District Golden Gate Bridge Highway and SSL/TLS Vulnerabilities Fix Services Transportation District City of San Jose As -Needed Cyber Products and Services City of Sunnyvale Security Assessment City of Sunnyvale Professional and Technical Support Services and Temporary Staffing Placement City and County of San Francisco IT Audit Services City of Visalia Cyber Security Assessment, Cyber Resilience Program, and Implementation Plan Cosumnes Community Services District lCybersecurity and Risk Management Solutions Page 1 12 M",�' ION', GROUP. IN(, Laserfiche Avante Software Support Services City of La Quinta Agency Name Project Name City of Roseville Environmental Utilities Cybersecurity Risk Assessment and Program Development Northern California Power Agency (NCPA) Security Vulnerability Testing City of Santa Clara Information Technology Support Services City of Rancho Cucamonga Laserfiche Licenses Housing Authority of the City of Alameda Laserfiche Solutions Provider Naval Medical Center San Diego (NMCSD) & Population Health Data Analysts Naval Hospital Camp Pendleton (NHCP) U.S. Attorney's Office - Northern District of Document Management Analyst California (San Francisco) Naval Postgraduate School (NPS), Office of Transcription Services Inspector General (Monterey) Defense Human Resources Activity (DHRA) Help Desk Support Services for Microsoft (Seaside, Monterey) Technologies Bureau of Safety and Environmental Help Desk Support Services for Microsoft Enforcement (BSEE) (Camarillo) Technologies Kern County Laserfiche Software Licensing and Maintenance Sacramento Regional Transit District Cybersecurity Consulting Services Travis Air Force Base (AFB) Video Surveillance Camera City of Clovis, Police Department Laserfiche Software Assurance Plan Renewal San Bernardino County Transportation Laserfiche System &Product Support Authority (SBCTA) Centers for Medicare & Medicaid Services Laserfiche Maintenance Support (CMS) (San Francisco Regional Office) State of California - Department of General California Multiple Award Schedule (CMAS) Services Page 1 13 f• SOLUTIONS GROtC. INC. Laserfiche Avante Software Support Services City of La Quinta 2.3.6 Laserfiche Services Customer Feedback and Related Reference Letters DHHS - Center for Medicare and Medicaid Services - Laserfiche Rio Consolidation Project GL _)BAL 1. customer Details # Cwtomer Nerve U.S. DHHS - Centers tot Medicare 8 Medicaid Service ►►eject Nerve Laserfiche Rio Consoldaoon Protect contact P-son Wei Tao Designation 'T CootdnaW Emaa la Net.Tao10cros.hhs.gov protect Descnpnon PAgrate and consolidate the 10 Regional Office (RO) Laserf: Jnrled systems to a centralized system located in the Balemc, enter iBDCi 2. Feedback About Global solutions Group Inc.'s Performance Ratings: Excellent Good Average Set—Averays poor Rating i Pfau •'lei hvrharavar apPsrabls) Excellent Good Average AveraOs pew .eras Satisfaction Yes vuatity of Mil Work P.• -ned Yes Delivery on Tina Yes ommunicabon and Protect mar.boorrwd Yes Things that ..ant teas No any system issue after Upgrade done Recognize any outstanding GSG team memberls) Ntsht Dani (Nees -II' VWm Applicable) ym Irq fie Me Will you ram - wed our services to of7 Yes Can her Provide your name „ a Reformer to potential 1 11X)362.1963 3. An GSG has very a very strong technical support teamley be able to resolve all LF related issue and also provide high level system design Wei Tao -S' Mare. Wei Tao Dales 05062020 Page 1 14 SOLUTIONS GROUR. INC. Laserfiche Avante Software Support Services City of La Quinta Tyndall Air Force Base - AFCEC - Laserfiche Migration and Upgrade to Version 10.4 �� • •)04pM.�K 1. Customer Details Customer Name Tyndall Air Force Base - AFCEC Project Name Laserfiche Migration and Upgrade to Version 10 4 Contact Person Christopher Malott Designation AFCEC Tyndall Systems Administrator Email Id chnstopher malott 2 ctr@us of mil Project Description Migrated Laserfiche Files from Old Server to new Server and upgrade the version of Laserfiche from 9.0.3 to 10.4. 2. Feedback About Global Solutions Group Inc.'s Performance Ratings: Excellent I Good Average Below Average Poor Rating iPaace a Yes wherever applicable) Excellent Good Avera a g Below Average Poor Overall Satisfaction X Quality of the Work Performed X Delivery on Time X Communication and Project Management X Things that went well Technician expertly performed the necessary actions to awckly and efficiently restore access to Recognize any outstanding GSG team Mr Nishit Danl member(s) (Place ,,X" Where Applicable) Yes May Be No Will you recommend our services to X others? Can we provide your name as a X Reference to potential clients? 3. Any Suggestions/Remarks N/A Signature: MALOTT.CHRISTOPHER.+4 n�a IMLO. CM6fOR[R N.10] m ALLEN.1082962723 De X19101506wy`[,Sw Name Malott, Christopher A CTR AFCEC/DSR Date: 25 October, 2019 Page 115 L,T10S1,GR0bP INC "W'. " -, ".., , Laserfiche Avante Software Support Services City of La Quinta Universal Load Banks - Laserfiche Rio Enterprise Content Management System Q ULB lu UNIVERSAL LOAD BANKS Global Solutions Group 25900 Greenfield Road Suite 220 Oak Park, MI 48237 248-571-4125 Sales@universalloadbanks.com www.universall RE: Letter of Reference - Contract for Purchase and Implementation of Laserfiche ECM. We just wanted to indicate how very satisfied we have been with your product and services provided. This project required implementation of Laserfiche Rio Enterprise Content Management System and its related Professional Services. Global Solutions Group's (also referred as GSG) implementation team was highly knowledgeable and skilled in their implementation of all Laserfiche products, and the process was done without interfering with ongoing work, GSG helped developing and implementing a bi-directional integration of Laserfiche with Quick Books (Accounting Software). Which made our tasks of finding vendor invoices easily from Laserfiche and saving statements/documents that are generated into Laserfiche. Migration of sensitive and important data was a major concern for us, but the detailed processes the GSG team utilized ensured that no data would be lost. I highly recommend Global Solutions Group for any similar work. Sincerely, aKn Chirag Mehta Accountant Universal Load Banks Universal Load Banks, 28200 Lakeview Drive Wixom, MI 48393 U.S.A. ULB PROPRIETARY RIGHTS NOTICE —This document contains the confidential and pmpnetary information of ULB. You may not possess, use, copy or disclose this document or any information in it for any purpose without express written permission Neither receipt. from any source, nor possession of this document, constitutes such per fission. Possession. use, copyng or disclosure by anyone without express written permission of ULB is hot authorized and may result In criminal and/or owil liability. Page 1 16 � 1 SOLUTIONSGROUi, INC. Laserfiche Avante Software Support Services City of La Quinta U.S. Department of Commerce, Office of the General Counsel (OGC) - Law Firm Document Management System Enterprise Small Business (ESB) ETDTDM Contractor Performance Report (CPR) This form is only to be used when CPARS is not available ESB Prime r ESB Subcontractor. ESB PRIME Recent and Relevant Experience: RREP tasks = For this CPR were you the Pnme or the Subcontractor) Prime If you were the Prime please provide the total awarded value S 852 102 80 If you were the Subcontractor. please provide the total value of your portion of the total effort Not Applicable CPR Contract Name Law Firm Document Management System CPR Contract Number DOCSS130117CN0019 CPR Contract Scope: GSG has provided Digital transformation services using agile methodology to Department of Commerce This implementation is customized and configured specifically to meet legal office requirements We provided legislative assignments and corresponding documents day -today tracking documents into a centralized repository for which we utilized software development agile methodology to Interagency Regulatory Review and Workflow Implementation Our services Include phase t Go4 ivr{ii..Go-Live Implementation Phase 2 Post - Go - Live Support: Poet Go Live Operations Support We have received a Modification request for this project In the first year. In Moditcaton. we have provided Forms. Business Process (workflow) and rnigraton services for other divisions wtxle migrating U S Department of Commerce IDOC). Office of am General Counsel IOGC) data from SharePoint to digital transformation framework For interagency regulatory review GSG developed a digital transformation solution using an Agile software development methodology GSG leveraged the investment OGC made in the digital transformeig process and developed a solution to migrate the information from the existing legacy system built on 'OGC Docs- b a new dig" transformation platform GSG actively worked with DOC-OGC Federated Delivery Teams (FDT) Together. we have coordinated portfolio management long-term product roadrnap and release planning with an emi;*%ass on Agile. test-driven development, and continuous Integration and delivery meUiodologies to assist and enhance efforts to secure new drgad applications We provided support for product and release planning including analysis. recommendations and exewfiort to support the continuous deivery and integration of working digital capabilities Our resources have developed features and provided end-lo-end testing of applicators on various platforms GSG has provided guidance and software architectural counsel to DOC-OGC for a highly customized Legal Dgrtal Solution used across various Government agencies We enhanced the overall digital solution delivery. Including easy -to -use web forms automated business process Iworkflcwsl and migratori services for other divisions as we migrated OGC data from legacy system to a highly effective digital transformaton framework The GSG team achieved product delivery per the product plan with adherence to risk change and configuration management successful conversion of the legacy data digital transformation modernization and integration of the new application with other department data systems. on -site application training and knowledge transfer for DOC-OGC admnstrators and end users We even provided digital transformation services using Agile methodology to DOC-OGC This is customized and configured specifically to meet legal office and Interagency regLxrements We digitally enabled legislative ponfoko and corresponding documents day-to-day tracking documents into a centralized reposaory with ~agency regulatory revw* and workflow Implementation features through Agile methodology for web -based software devek3pmtent process Automated integration functional regression tests We implemented Continuous Integration : Contnuous Delivery (CVCD) to increase the level of automaton in development testing release and deployment CPR Contract Type FFP CPR Point of Contact Name Liura Swift CPR Point of Contact Telephone 202-482-1610 DOC-OGC-An 2LCPR F WWI,$ -AOG3 167632"7561 Page 1 of S Page 117 SOLUTIONS Got INC. Laserfiche Avante Software Support Services City of La Quinta Enterprise Small Business (ESB) ETDTDM Contractor Performance Report (CPR) This form is only to be used when CPARS is not available CPR Point of Contact E-Mail Address LSwtR&doc ac Enterprise Small Business (ESB) ETDTDM Contractor Performance Report (CPR) This form is only to be used when CPARS is not available Performance does not meet most To justify an Unsatisfactory rating contractual requreiments and Identify multiple significant events In recovery is not likely on, a timely each category that the contracts haA manner The contractual trouble overcoming and state how It perlortnance of the eiement or Impacted the govemmerit A sngulai sutreternent contains a serious problem, however, could be of such problemisI for which the serious magriitude that it alone contrar n cto-s corrective actions constitutes an unsatisfactory rating do Unsatisfactory - O appear or were Ineffective An Unsatisfactory- rating shoe, ld f— supported by referencing th.- mariagement tools used to contractor of the contractual deficiencies le g management quality safety or envronmenta deflc wricy report or letters) Please use the value associated with the numbers above for each rating area then average them to obta,r the overall rating (rounded to the nearest whole number) -Technical S .Cost Control -Schedule S -Management -i .OVERALL RATING Comment (if any) Laserfiche and the related regulatory tracking system have been a great asset to the workflows of OGC The Project Manager has been extremely involved and helpful in working with our internal OCIO and IT folks during the Authority to Operate certification process and annual recertification He is consistently responsive and frequently goes above and beyond to ensure the agency s internal milestones are met and the system is functioning as intended DOC-OGC-Ae?CPR ETD7Ds/-AOOJ 16763244*7561 Page 4 of 5 Page 118 SOLUTIONS GROUV, INC. Laserfiche Avante Software Support Services City of La Quinta Enterprise Small Business (ESB) ETDTDM Contractor Performance Report (CPR) This form is only to be used when CPARS is not available Rating Definitions i FAR 42 1503 Table 42 1) Rating Definition Note Performance meets contractual To justify an Exceptional rating requirements and exceeds marry identity multiple srgrrrKrM events to the Customer-s benefit The and state how they were of benefit to contractual performance of the the govemment A singular benefit (a) Exceptional - 4 element or sutr-elemert being however could be of such magnitude evaluated was accomplished with that it alone constitutes an few minor problems for which Excepbonal rating Also there should corrective actions taken by the have been NO significant Contractor were hnghy effective weaknesses identified. Performance meets contractual requirements and exceeds some To fustry a Very Good rating. Identify to Vie Cuslomefs benefit. a sigrificart event and state how A (b) Very Good - 3 The contractual performance of the was a bereft to the government element or sub -element being evaluated There should have been no was accomplished with some minor significant weaknesses rdertfled problems for which corrective actons taken by the contractor were effective. To justify a Satisfactory rating. there should have been only minor problerms. or mapr problems the Performance meets contractual contractor recovered horn without requirements The contractual significant Impact to this performance of the element or contract'order There must have been Ic I Satisfactory - 2 sub-ele—ent contains some minor NO sgndlcant weaknesses identified problems for which corrective A fundamental principle of assigning actions taken by the Contractor rating is that contractors will not be appear or were satisfactory evaluated with a rating lower than Sansfaaory solely for not performing beyond the requirements of the contrecVordw Performance does not meet some To lushly Mammal performance. identity a contractual requirements. The significant event in each category that the contractual performance of the element contractor had trouble overcoming and or sub -element being evaluated reflects state how it Impacted the Government- A a serious problem for which the Marginal rating should be supported by contractor has not yet identified referencing the management tool that Id I Marginal - 1 corrective actions The contractor's notified the contractor of the contractual proposed actions appear only rtvrgnnally deficiency (e.g.. management• quality, effective or were not fully Implemented. safety. or environmental deficiency report or letter). Enterprise Small Business (ESB) ETDTDM Contractor Performance Report (CPR) i nis Torm is only to De usea wren t vxs mb is not avanaDfe Section II Signature of Point of Contact: Date lick here to enter a date L A U R A SWIFT Date: 202 02.2 711:51:113-05'00'0' 2.4 Resumes of the Project Manager and key personnel Page 1 19 SC l �' 1046 GR.I G, INC. 2.4.1 Project Manager - Nish Dani Education BS, Information Technology Laserfiche Avante Software Support Services City of La Quinta Laserfiche Gold Specialist Admin Admin Capture Capture BPM Repos. Certifications I II I II Arch Certifications and Licenses • Project Management Professional • MCSA: SQL 2016 Database Administration Experience . Laserfiche Gold Certified Professional, PMP, and ITIL V3. Summary • Over ten years leading successful implementing of Laserfiche Document Management software and services. • Project Management Professional (PMP) with considerable experience delivering large-scale, complex projects, and programs that combine processes with technology assist in application design, development, integration, testing, deployment, and application technical architecture. • Experienced and certified in Laserfiche Project Management principles, technologies, best practices, and trends, understands what is required to ensure full compliance with related laws and regulations (i.e., Section 508 compliance). • Experienced with integration of the Laserfiche client and workflows and has designed, implemented, and administered document imaging and workflow solutions using Laserfiche Workflow, Quick Fields, and Web link. • Currently with the Department of Commerce on an ongoing DMS project. GSG Time with Number of Projects Worked Employment Other Key Employees with Key Employees Team Experience 15 Years 13 Years 40+ Projects 2021 - Ongoing State of Tennessee - Higher Education Commission (THEC) I Laserfiche Document Management System • Monitored and controls the progress of the project and ensures that key milestones, actual performance against planned and scheduled performances. • Supported and provided guidance for issue identification and resolutions, cost estimating and time manaLiement. 2019 - Ongoing State of North Carolina - Department of Agriculture (NCDA&CS) Laserfiche Document Management and Retrieval System • Supported developing, implementing, and refining the server applications that lie at the heart of the Laserfiche product line — all while optimizing security, scalability, and performance underload. • Developed project plan and provided the solutions ideas. • Maintained the projects progress and setting deadlines. 2019 - 2022 Fort Worth Housing Solutions, Texas I Electronic Document Management/Workflow Software • Worked with a contract manager and FWHS for requirement gathering. • Assigned tasks to technical lead and business analyst for requirement analyzing, guiding client and team. 2019 - 2020 Department of Health and Human Services, Centers for Medicare and Medicaid Services (DHHS-CMMS), CMS Laserfiche Maintenance Support Page 120 D A SC l -' I. 6P011 P, IMC. Laserfiche Avante Software Support Services City of La Quinta • Managed project plan for Laserfiche installation, maintenance, and support for DHHS-CMMS. • Provided guidance for all Laserfiche required modules and manage supports services staff. 2017 - Ongoing U.S. Department of Commerce, Office of the General Counsel (OGC) I Law Firm Document Management System • Provided a Laserfiche Document Management Application to the Department of Commerce that was customized to meet legal office requirements. • Managed Go -Live Implementation and Post Go -Live Operations Support. 2017 - Ongoing U.S. Department of State I Laserfiche Upgrade and Support • Managed upgrade of the State Department Laserfiche server and client from version 8.1 to 9.2. • Supported sixteen desktop clients with Laserfiche client applications (see TOC for application details) running on a Windows XP operating system. Upgrading the desktops with Windows 7 Professional operating system. • Created a Security model and implemented across the users of the repository for restricting the access of the users only to certain documents by using Laserfiche Administration Console. • Performed troubleshooting and rapid response when the Laserfiche system is malfunctioning. • Identified which component is problematic and recommended a course of action and alternatives, updating, or reconfiguring the Laserfiche server, client application, or components. • Performed security configuration changes on the operating system, database, and application servers as a part of the continuous security monitoring of these systems. 2017 - Ongoing Department of the Interior, Office of the Chief Information Officer Laserfiche Document Management System (LDMS) Support • Managed support for Laserfiche Avante, Laserfiche Rio, Laserfiche SQL Server, Laserfiche Workflow, Laserfiche Quick Fields, Laserfiche Scanning, Laserfiche Weblink, Laserfiche Audit, Laserfiche Plus, Laserfiche Software Development Toolkit (SDK), and Laserfiche iPad. • Provided technical support for ongoing Federal Information Security Management Act (FISMA) and Third -Party Intrusion Detection security sweeps, corrections, and testing as appropriate and only in relation to Laserfiche. Serving as the primary Laserfiche technical support as point of contact. 2017 - Ongoing State of Iowa - Veterans Home (IVH) I Laserfiche Document Management System • Planned project schedule and executed each phase, troubleshooting, maintaining project. • Managed resources and team members, arranging meetings with team members and status reports, and tackling any current issues. 2015 - Ongoing Howard University Student Records Digitization/Document Management Implementation • Provided Project Management support for the implementation of a Laserfiche system to automate management of student financial aid and academic records. • Gathered requirements from clients for their current workflow and design custom business processes and develop workflows using Laserfiche Workflow Designer 9.1. • Captured information from hard paper using regular expressions and attach the data in the SQL database by using Laserfiche Quick Fields 9.1. 2.4.2 Laserfiche SME - Bhavin Mehta Education M.C.A., B. E. I Laserfiche Admin Admin Capture Capture Repo . Gold Platinum Specialist BPM Certification I II I II Arc Page 1 21 SOLUTIONS GROUR. INC. Laserfiche Avante Software Support Services City of La Quinta Certifications • Six Sigma - Green Belt and Licenses . Certified Scrum Master and Scrum Fundamentals Certified • Certified Ethical Hacking Expert • ITIL 4 Foundation • Microsoft Certified Technology Specialist - MCTS • Project Management with MS Project plan • Advanced Cloud computation and Big Data, certificate • Machine Learning - Hands -On Python/R in Data Science, certificate • Web Centric Curriculum from NIIT certified Experience • Worked as a lead in implementing complex solutions for various Summary Government Clients. Expanded a vertical in Laserfiche, an Enterprise Content Management Software, and trained subordinates and worked for application integrations for Laserfiche, SharePoint, Office 365, and Accela. • Installed and configured multiple integrations of Laserfiche with various Lines of Business Applications (LOB) like GIS, Dynamics SL, Dynamics GP, SharePoint, Tyler Eden, BS&A Licensing and Permitting Software, and Accela. • Laserfiche, Enterprise Content Management Software - Quick Field, Workflow Designer, Forms, Import Agent, LF Client, Admin Console, and Workflow Admin. • Interfaces development for SharePoint and Laserfiche for application integration. • Developed and designed SharePoint applications. _� GSG Time with Number of Projects Worked Employment Other Key Employees with Key Employees Team Experience 10 Years 10 Years 10 Projects Work History 2021 - Ongoing State of Tennessee - Higher Education Commission (THEC) I Laserfiche Document Management System • Assisted other developers, performs peer reviews, and provides feedback for improvements. • Developed cost reduction initiatives while maintaining quality and productivity. • Guided other team members on the project to ensure the content is accurate. Resolves issues relevant to project deliverables within their area of expertise. 2020 - 2021 City of Inkster, Laserfiche Document Management System • Helped to integrate with others stems and perform migration from existing system. 2019 - 2022 Ft. Worth Housing Solutions, Texas Electronic Document Management/ Workflow Software • Worked with the project manager and FWHS to implement complex solutions and workflows. • Integrated Laserfiche with Em has s Elite(Housing Authority Software), and Office 365. 2019 - Ongoing NC Department of Agriculture, ECM Implementation • Assisted with implementation of Quick Fields Sessions, test solution, and prepared complex workflows. 2018 - Ongoing City of Livonia, Laserfiche Document Management System • Helped implement new workflow and forms. • Integrated Laserfiche system to BS&A (Permitting System), ArcGIS, Inhouse built Planning Page 122 11 A L _A..ff A X Laserfiche Avante Software Support Services City of La Quinta System, and Office. 2017 - 2022 U.S. Department of Commerce, Office of the General Counsel (OGC) I Law Firm Document Management System • Implemented Laserfiche Solutions and developed Forms, Reports and provided Training as per client's requirement within two separate departments. • Worked with clients for Leg Track (Legislative Case Management for Legislative Division), Regulatory Tracking System for Regulatory Division and Interagency Regulatory Review records handling process. 2017 - Ongoing City of Southfield, MI I Enterprise Content Management Services • Developed physical HR forms into electronic forms using Laserfiche Forms System. It includes multilevel reviews and approved workflow. • Integrated with Tyler Eden (HR Management System), BS&A (Permitting System), and MS Office. 2017 -Ongoing Department of Health and Human Services - Centers of Medicare and Medicaid Services (DHHS-CMS), CMS Laserfiche Maintenance Support • Supports the processes and policies, supplies business rules and procedures, and communicates the contexts in which the rules, processes and polices are applied. • Provides input for the design and construction of test cases and scenarios and may also validate executed test results. 2017 - Ongoing State of Iowa - Veterans Home (IVH) I Laserfiche Document Management System • Provided input into and executes user documentation and training material. • Tested the product or service towards the end of the project/program (user acceptance testing), using and evaluating it for accuracy and usability, providing feedback to the project team. 2016 - Ongoing City of Farmington Hills, MI I Records Management Services • Provided major software updates/version releases which may include on -site installation, migration, and training. • Provided, and remotely applied, minor patches/point releases on an as needed basis. • Performed integration with Tyler Eden (HR Management System), BS&A (Permitting System), Office 365, and Court Management System. 2015 - 2018 Detroit Transportation Corporation - People Mover I Enterprise Content Management Services • Implemented Laserfiche ECM Solution and developed Workflow, Forms, Reports and provided Training. • Providing services for system configuration, user acceptance testing, and training for implementation of software to monitor and track quality variables. • Implemented Quick Field for imaging capture solution and provided required Scanning and Record Management services. 2014 - Ongoing Howard University, Student Records Management • Provided Project Management for the implementation of a Laserfiche system to automate management of student financial aid and academic records. • Gathered requirements from the client for their current workflow and designs custom business processes and develops workflows using Laserfiche Workflow Designer 9.1. • Captured information from hard paper using regular expressions and attaches the data in the SQL database by using Laserfiche Quick Fields 9.1. 2.4.3 Laserfiche Solution Engineer - Rituraj Kumar Page 123 SC l �! 1046 GR.I G, IHC. Laserfiche Avante Software Support Services City of La Quinta I Education BS, Computer Science- Rutgers University I Laserfiche Admin Admin Capture Capture Repos. Certification Gold Platinum Specialist I II I II BPM Arch Certifications and Licenses AWS Certified Cloud Practitioner Experience Served as a Solution Engineer for several technology implementation projects, Summary including the conversion into new systems. Manages and monitors Laserfiche workflows and troubleshoots any failures. Expert in managing document repositories Laserfiche's servers and SQL tables. Supports day-to-day maintenance for integrations with other applications of the team members. Implements document digitization projects to automate their manual process of managing and retrieving confidential records. • Utilizing SV2TTS deep learning framework for R&D. • Assisted in security governance and compliance for NYC DOE COVID-19 Emergency Response. • Worked with monitoring systems and tools like Splunk, CloudWatch, etc. • Created to deploy an Elastic Search cluster using Cloud Formation. • Enabled streams and created Lambda function on AWS to trigger changes made in DynamoDB. • Hands-on experience configuring Redshift, Elastic Search, and Dynamo DB with EC2 Instances. • Experienced in AWS Cloud IaaS platform with features EC2, VPC, ELB, Auto - Scaling, Security Groups, Route53, IAM, EBS, AMI, RDS, S3, SNS, SQS, C1oudFormation, CloudFront, and Direct Connect. • Has experience with different bug -tracking tools like JIRA. • Experience with DevOps tools such as Git, Docker, Maven, SVN, and Virtual Box. • As part of the continuous delivery Agile team, developed, tested, and deployed platform features. Develop ongoing test automation using a Python -based framework. • Experienced in Branching, Tagging, and maintaining the versions across different SCM tools like GitHub, and Subversion (SVN) on Linux and Windows platforms. GSG Time with Number of Projects Worked Employment Other Key Employees with Key Employees Team Experience 5 Years 5 Years 8 Projects 2022 - Ongoing Georgia Department of Community Health I Laserfiche Document Management System • Developer and implemented Intelligent search methods. • Streamlined document distribution and improved accountability with automated workflow routing and notification. 2019 -2022 Fort Worth Housing Solutions, Texas I Electronic Document Management/Workflow Software • Assisted other department engineers in creating practical demonstrations of proposed solutions and demonstrating them to other members of the team. Page 124 D A SC l -' I. 6P011 P, INC. Laserfiche Avante Software Support Services City of La Quinta Established framework necessary contributions from departments to facilitate their collaboration. Analyzed current technologies used within Fort Worth Housing Solutions and developed steps and processes for improvement. 2019 - Ongoing NC Department of Agriculture I ECM Implementation Documented and monitored requirements are needed to institute proposed updates in relation to customer experience. Worked alongside project management teams to successfully monitor the progress and implementation of initiatives. • Accounted for project challenges or constraints and proactively seek to manage challenges. 2017 - Ongoing Department of Health and Human Services - Centers of Medicare and Medicaid Services (DHHS-CMS) I CMS Laserfiche Maintenance Support Designed, implemented, deployed, and supported innovative enterprise content management and business process management solutions to digitally transform their operations. Installed, configured, maintained, and upgraded Laserfiche versions for customer. 2017 - Ongoing State of Iowa - Veterans Home (IVH) I Laserfiche Document Management System • Assisted in the development activities of the client requirements, such as electronic forms, workflows, and business processes as needed for the various functional units. • Diagnosed, troubleshot, and resolved system issues. 2017 - Ongoing Southfield, Michigan, Enterprise Content Management Services Worked closely with Information Technology professionals within Southfield to ensure the hardware is available for projects. Provided detailed specifications for proposed solutions, including the time and scope involved. 2016 - Ongoing City of Farmington Hills, MI, Records Management Services Worked on the design, implementation, deployment, and support of innovative Enterprise Content Management and Business Process Management solutions to digitally transform their operations. Collaborated with the team to refine in -application diagnostic activities such as error logging, reporting, and consolidate data across Cloud -based services. 2015 - 2018 Detroit Transportation Corporation - People Mover I Enterprise Content Management Services • Designed and installed customized software and hardware solutions for the customer. • Tested the performance of the system and fixed bugs. 2014 - Ongoing Howard University I Student Records Management Provided unique solutions to manage student records. Engaged in post -issue analysis to examine incident response performance, identify areas for service improvement, and monitor the progress of implementing recommendations. Education Bachelor of Science - Computer Science Technical • Programming Languages: Java I JavaScript I SQL I C I Python Page 125 SOLUTIONS GROUR. INC. Laserfiche Avante Software Support Services City of La Quinta Skills • Web Technologies: HTML I CSS I React I Bootstrap I Node.js I jQuery • IDE: Power BI I Tableau I Visual Studio I Eclipse • Other: WordPress I GitHub I Microsoft Suite Experience . Expertly diagnose and resolve complex technical issues specific to Summary Laserfiche software and integrations. • Proactively monitor and optimize system performance to ensure seamless operation and user satisfaction. • Customize Laserfiche workflows and forms to meet diverse client needs and enhance document management efficiencies. • Evaluate and recommend hardware and software solutions aimed at improving Laserfiche system performance and scalability. • Conduct in-depth system audits and analysis to identify opportunities for performance enhancement and process optimization. • Provide expert -level support for database connectivity, performance tuning, and optimization within Laserfiche environments. GSG Time with Number of Projects Work Employment Other Key Employees with Key Employees Team Experience 6 Years 6 Years 8+ Projects 2.4.4 Business Analyst - Krishna Patel Work History 2021 - Ongoing State of Tennessee - Higher Education Commission (THEC) I Laserfiche Document Management System • Assisting and guiding businesses in improving processes, products, services, and software through data analysis. • Analyzing the project, designing, and implementing business rules that drive an organization and its operations. 2018 - Ongoing National Park Service I Laserfiche E-Forms • Security configuration changes on the operating system, database, and application servers as part of the continuous security monitoring of these systems. • Developing Laserfiche Forms and Migration using Workflow Modules. • Converting the existing physical servers hosting the Laserfiche system to virtual machines utilizing VMWare's cloning tools. Provides additional technical support if Laserfiche issues are experienced after the VM conversion. 2017 - Ongoing , Department of Health and Human Services - Centers of Medicare and Medicaid Services (DHHS-CMS) I CMS Laserfiche Maintenance Support • Provided detailed business analysis, outlining problems, planning, and solutions for a project. • Analyzed project, design, and implementation business rules that drive organization and operations. 2017 - Ongoing I U.S. Department of Commerce - Office of General Counsel (DOC-OGC) Laserfiche Legal Document Management System • Analyze the structure of the project requirement and identified problems within a project. • Provided guidance on how to solve problems and improve business processes, reports, and workflows for DOC-OGC. 2017 - Ongoing . State of Iowa - Veterans Home (IVH) I Laserfiche Document Management System • Organized, specified, and modeled the requirements to ensure they are complete and Page 126 RM, " , , -, , "'. . Laserfiche Avante Software Support Services City of La Quinta unambiguous. • Performing a Business Analyst role including basics of business analysis, analyzing data, workflow, user, or client' in uts, documents, etc. 2017 - Ongoing Department of Commerce I Laserfiche E-Forms • Designing, documenting, putting into practice, and deploying where necessary, and managing Records Management best practice implementations. • Configured the Content Repositories and Document Types and Object Links. • Unit Testing with Process Owners and their sign off. • Checking all Master Data migrated from client side. • Documentation of Configuration and user manual. • Configuring repository structure and business processes of Department of Commerce through Laserfiche ECM. • Configuring Laserfiche Rio System, Configuring Metadata Fields and Templates, Configuring Users and Security, Configuring Business Processes. 2016 - 2020 Kirtland, Document Management System • Managed and separated all the documents using Laserfiche Quick Fields and saved them to Laserfiche Repository, 2016 - Ongoing City of Farmington Hills I Laserfiche E-Forms • Configuration of the Content Repositories and Document Types and linking to Object Links. • Unit Testing with Process Owners and their sign off. • Documentation of Configuration and user manual. • Configures repository structure and business processes through Laserfiche ECM. • Upgrades LF RIO from 10 to 10.4 for Production. • Prepares LF RIO Development machine. • Laserfiche forms for Payroll Change Notice, New Hire, and Termination. • Laserfiche forms for Subpoena and PD Complaints. 2015 - Ongoing Howard University I Document Management Software I • Develops numerous on-line forms using Laserfiche Forms and Workflow Modules. 2.4.5 Implementation Engineer - Ayushi Kumari Patel Education Master of Science - Computer Science Technical Software Development Methodologies: Data Analytics, DevOps, Agile Skills Methodology • Languages: C, C++, Bootstrap, MySQL, Python, HTML, PHP, JAVA • Technologies: MS Word, MS Excel, Eclipse, NetBeans, Android Studio, MS Visual Studio • Interpersonal: Leadership, Team Management, Project Scheduling, Strateizic Planniniz Experience • Extensive experience designing and architecting Laserfiche systems to Summary meet diverse organizational needs, including developing automated workflows and customizing solutions through scripting and configuration. • Proven ability to integrate Laserfiche with various enterprise systems, providing seamless data exchange and system interoperability. • Strong background in planning and executing data migrations from legacy systems, maintaining data integrity and compliance with security regulations. • Expertise in configuring and managing Laserfiche security settings, Page 127 SOLUTIONS GROUP. INC. Laserfiche Avante Software Support Services City of La Quinta implementing disaster recovery and backup plans, and conducting regular audits for best practices adherence. • Skilled in providing comprehensive training and ongoing support to end - users and administrators, including developing custom forms, templates, and implementing electronic signature solutions. • Adept at monitoring and optimizing system performance, performing performance tuning and scaling activities, and staying updated with the latest Laserfiche features and updates. GSG Time with Number of Projects Work Employment Other Key Employees with Key Employees Team Experience 6 Years 6 Years 6+ Projects 2021- Ongoing State of Tennessee - Higher Education Commission (THEC) I Laserfiche Document Management System • Design and architect the Laserfiche system to meet organizational needs. • Implement and manage Laserfiche Records Management to provide compliance with records retention policies. • Stay updated with the latest Laserfiche features and updates, and implement upgrades, as necessary. 2019 -2022 Fort Worth Housing Solutions, Texas I Electronic Document Management/ Workflow Software Laserfiche • Customize Laserfiche solutions through scripting and configuration. • Develop and enforce policies and procedures for document management and workflow automation. 2019 - Ongoing NC Department of Agriculture I ECM Implementation Laserfiche • Implement electronic signature solutions within Laserfiche for secure document signing of the Department. • Develop custom dashboards and reports using Laserfiche Analytics and Business Intelligence tools. 2018 - Ongoing City of Livonia I Document Management Services Laserfiche • Conduct user acceptance testing (UAT) to provide solutions meet business requirements. • Provide strategic recommendations for leveraging Laserfiche capabilities to improve the City's efficiency. 2017 - Ongoing City of Southfield I Enterprise Content Management Laserfiche • Configure security settings and provide compliance with data protection regulations, safeguarding sensitive information within the City's ECM system. • Plan and execute data migration from legacy systems to Laserfiche, providing data integrity and minimal disruption to city operations. • Manage the entire implementation project lifecycle, including defining project timelines, setting budgets, and coordinating resources to provide successful deployment. 2017 - Ongoing State of Iowa - Veterans Home (IVH) I Laserfiche Document Management System • Conduct thorough needs assessments and feasibility studies to tailor the Laserfiche solution according to the State requirements. • Perform regular audits and assessments to provide the system adheres to best practices and standards. 2017 - Ongoing Department of Health and Human Services, Centers for Medicare and Medicaid Services DHHS-CMMS), Laserfiche Document Management System • Configure and manage Laserfiche Forms for efficient data collection and process automation, Page 128 SOLUTIONS GROUR, INC. Laserfiche Avante Software Support Services City of La Quinta providing that forms are tailored to meet the specific requirements of DHHS-CMMS. • Design and architect the Laserfiche Document Management System to align with the organizational needs and compliance standards. 2016 - Ongoing City of Farmington Hills I Laserfiche Document Management Services • Create custom forms and templates to enhance document capture and retrieval processes, providing that they meet the specific needs and workflows of the City. • Develop and implement comprehensive disaster recovery and backup plans for the Laserfiche system to provide data integrity and availability. • Design and manage automated workflows to streamline document management processes and improve operational efficiency. 2015 - 2018 1 Detroit Transportation Corporation -People Mover I ECM Services Laserfiche • Develop and maintain integration scripts using Laserfiche SDKs and APIs to ensure seamless data exchange and system interoperability • Maintain comprehensive documentation and generate detailed system usage reports to track performance and usage metrics. • Monitor system performance continuously and optimize for reliability and efficiency, providing that the ECM services meet the operational demands of the DTC. 2.4.6 Support Engineer - Kia Ghiam Education MS, Communications Laserfiche Gold Platinum Specialist Admin Admin Capture Capture BPM Repos. Certification I II I II Arch Certification Laserfiche Gold and Platinum Certified and Licenses Experience • Supports clients for the products/services and recommends solutions. Summary • Provides consultant services to guide individual departments in best practices in document management and preparation. • Supports escalating the problem to the right internal team and follows up with them regularly for updates on the progress. • Focuses on problem solving in the short term, responding to tickets, and answering phone calls. Responsible for inbound technical support issues, via telephone, email, and support ticketing system and all issues are documented and resolved. • Helps in supporting existing customers with troubleshooting ongoing issues and helps implement various solutions. • Provides access to FTP site where patches may be accessed remotely by remote troubleshooting and repair of errors. GSG Time with Number of Projects Worked Employment Other Key Employees with Key Employees Team Experience 5 Years 5 Years 10 Projects 2021 - Ongoing I State of Tennessee - Higher Education Commission (THEC) I Laserfiche Document Management System • Responding to THEC inquiries. • Troubleshooting and solving challenges. • Assists management in creating computer troubleshooting and usage related training Page 129 _J Laserfiche Avante Software Support Services City of La Quinta materials. 2019 - Ongoing NC Department of Agriculture I Electronic Document Management System • Configure various Quick Fields Sessions, test the solution, solve problems, and upgrade system. • Provided guidance to users for features of Laserfiche and functionalities. • Provides remote support and help desk support. 2019 - Ongoing Fort Worth Housing Solutions, Texas Electronic Document Management/Workflow Software • Providing guidance and help to users for specific features of Laserfiche. • Responding to users for their queries in accurate way via call, email, and remotely working with them. 2017 - Ongoing City of Southfield I Laserfiche Enterprise Content Management System • Implementing various electronic forms and reports to replace existing HR processes. • Providing training for management workflows, and trains system administrators to develop rights and permissions that protect privacy and personally identifiable information. 2016 - Ongoing City of Farmington Hills I ECM and DMS • Gathering requirements and implementing forms to replace existing Personnel Change request process. • Providing training for management workflows, and trains system administrators to develop rights and permissions that protect privacy and personally identifiable information. 3.1 Reference #1: U.S. Department of Health and Human Services - CMS (San Francisco, CA) Client Name U.S. Department of Health and Human Services Client project Manager, Susan Augustin, Administrative officer Telephone number and email (303) 844-1568 address susan.au ustin cros.hhs. ov Project Description: • Provides Laserfiche software and services, on -site training at the ten regional offices once a year to include Records Management Module Training, • Upgrades to Laserfiche Version 10, to include onsite testing in headquarters prior to deployment in each regional office. • Provides escalation procedures for how problem tickets will be resolved. This report will be provided five days after the initial kick off meeting. • Provides quarterly remote trainin webinar sessions Project start date, and end date 2016 - Ongoing Staff assigned to each project by Project Manager - Nish Dani, Laserfiche SME - Bhavin the firm Mehta Provide a summary of final GSG successfully delivered Laserfiche software and outcome services, including the upgrade to Laserfiche Version 10 with onsite testing at headquarters prior to deployment across all ten regional offices, resulting in improved system performance and reliability. Annual onsite training at each regional office, including Records Management Module training, along with quarterly remote webinar sessions, strengthened user adoption and system utilization. GSG also established defined escalation procedures, delivered within five days of project kick-off, enabling timely issue resolution and improved support Page130 M"',�'10ti1 CaPOII G, INC.. Laserfiche Avante Software Support Services City of La Quinta responsiveness. Overall, the project enhanced operational efficiency, compliance, and long-term system stability. 3.2 Reference #2: City of Clovis, Police Department, California - Laserfiche Software Assurance Plan Renewal Client Name City of Clovis, Police Department Client project Manager, Melinda Flores, Records Supervisor Telephone number and email 559-324-2537 address MelindaF clovisca. ov Project Description: In support of this contract, we provided Laserfiche Document Solution to the Laserfiche Software Assurance Plan (LSAP) renewal and associated professional services. Our services include conversion of LF Weblink Public Portal to LF Weblink Starter Portal and additional Forms Participant. We supported Existing Laserfiche License LSAP Renewal Clovis Police Department, we provided Avante Server of MS SQL, Quick Fields Zone OCR and Validation, Avante Named Full User with Web Client, Avante Forms Professional, Advanced Audit Trail, Avante Forms Authenticated Participants, Avante Forms Portal, Avante Quick Fields, and Quick Fields Real -Time Look Up and Validation Package. In addition to this, we provided New Forms Authenticated Participant Licenses, Laserfiche Weblink Starter Portal. As part of this product, we provide phone and remote screen -share support for all troubleshooting and version u rades. Project start date, and end date 2024 to Ongoing Staff assigned to each project by Project Manager - Nish Dani, Laserfiche SME - Bhavin the firm Mehta Provide a summary of final GSG successfully enhanced the Clovis Police Department's outcome document management environment through LSAP renewal, portal conversion, and implementation of additional licenses and system components, resulting in improved system performance, accessibility, and functionality. The deployment of Avante Server (MS SQL), Quick Fields OCR with validation, Forms Professional, Advanced Audit Trail, and real-time lookup capabilities strengthened data accuracy, compliance, and records management. The addition of Weblink Starter Portal and Forms Authenticated Participants improved user access and usability. Ongoing phone and remote support, along with version upgrades, contributed to system reliability, efficient issue resolution, and long-term operational sustainability. 3.3 Reference #3: San Bernardino County Transportation Authority, CA - Laserfiche System & Product Support Client Name San Bernardino County Transportation Authority, CA Client project Manager, Jeff Hill, Title, Procurement Manager Telephone number and email (909) 884-8276 address ibiLll@gosbcta.com Project Scope: Since 2021, GSG has been providing ongoing Laserfiche software support to SBCTA, delivering expert guidance and maintenance The engagement is led by Project Manager Nish Dani and Page 131 SOLUTIONS GROUP. INC. Laserfiche Avante Software Support Services City of La Quinta Laserfiche SME Bhavin Mehta, both of whom have provided continuous value through system support and configuration. GSG is currently providing comprehensive support for Laserfiche software to SBCTA, including renewal of the LSAP, training for Laserfiche tools, and consulting services for various Laserfiche products. The company is responsible for the installation of new software versions and patches, system monitoring, and problem response/resolution process for SBCTA's Laserfiche Products. GSG also creates and supports custom solutions utilizing Laserfiche products such as Forms, Import Agent, Quick Fields, Workflows, Weblink, Web Access, Mobile, Forms, and scanner set-up. The company delivers monthly reports and meeting quarterly with SBCTA to discuss project prioritization, status, and plan for all works. Project start date, and end date 2021 to Ongoing Staff assigned to each project by Project Manager - Nish Dani, Laserfiche SME - Bhavin the firm Mehta Provide a summary of final GSG has successfully supported SBCTA's Laserfiche outcome environment since 2021 through ongoing LSAP renewal, system maintenance, and consulting services, resulting in improved system performance, stability, and reliability. Continuous installation of software updates, patches, and proactive monitoring has strengthened system functionality and minimized downtime. Custom solutions leveraging Laserfiche tools such as Forms, Quick Fields, Workflows, and Weblink have enhanced automation, efficiency, and user productivity. Regular training, monthly reporting, and quarterly strategic meetings have improved system utilization, transparency, and long-term o erational planning. Page132 _J Laserfiche Avante Software Support Services City of La Quinta A. Laserfiche Software Purchase 1Upgrade Item Product Code Qty Unit Extended Cost Laserfiche Weblink Midsized Public Portal- 50 retrieval user licenses (Upgrade from 25 to 50 MPPM 1 $8,268.75 $8,268.75 retrieval user licenses) Laserfiche Named Full User with Web Access, Snapshot, Email, and Forms Essentials (Upgrade MNF16 3 $461.40 $1,384.20 from 12 to 15 total B. Annual Laserfiche Software Support .. Item Product QTy Unit Extended Code Cost 1) Laserfiche Avante MS SQL Server with MSE30B 1 $826.88 $826.88 Workflow LSAP 2) Additional Avante Database -SQL Basic MSA30B 1 $165.38 $165.38 3) Laserfiche Named Full User with Web MNF16B 12 $89.30 $1,071.63 Access, Snapshot, Email, and Forms Essentials 4) Laserfiche Weblink Midsized Public Portal MPPMB 1 $5,788.13 $5,788.13 5) Laserfiche Quick Fields LSAP MCQ01B 1 $99.23 $99.23 6) Laserfiche Zone OCR and Validation Package MCQC3B 1 $463.05 $463.05 LSAP 7) Laserfiche Real Time Look Up and MCQCSB 1 $99.23 $99.23 Validation Package LSAP 8) Laserfiche Forms Basic LSAP MPFRMB 1 $1,323.00 $1,323.00 9) Avante Laserfiche Forms Basic LSAP MFRBM16 12 $8.27 $99.27 10) Laserfiche Advanced Audit Trail with MATX16B 12 $16.54 $198.45 Watermark 11) Laserfiche - Tyler EnerGov Integration 1 $2,025.00 $2,025.00 Subscription C. Annual Staff, Engineering, Training & Support Service Component Cost Dedicated Support Engineer (Primary Included in Annual Licensing renewal Cost above Contact Unlimited Remote & On -Site Priority Included in Annual Licensing renewal Cost above Support Professional Services 50 hours are included in Annual Licensing renewal Cost above Unlimited Remote Training Included in Annual Licensing renewal Cost above Minimum On -Site Training 4 days per year is included in Annual Licensing renewal Cost above Page 133 _J Laserfiche Avante Software Support Services City of La Quinta Preventative Maintenance Visits 2 on -site visits are included in Annual Licensing renewal Cost above Remote Access Troubleshooting Included in Annual Licensing renewal Cost above Laserfiche User Conference Cost for Up to 3 attendees is included in Annual Licensing renewal Cost above Travel & Expenses Included in Annual Licensing renewal Cost above Cost Assumptions - Laserfiche Maintenance and Support Scope & Module Coverage The proposed cost includes support for all Laserfiche modules and licenses specifically identified in the RFP, including all applicable Avante, WebLink, Forms, Workflow, OCR, Audit Trail, and integration components. Support Services Coverage Pricing includes phone and remote screen share support for troubleshooting, issue resolution, and version upgrades during normal business hours. Support services include access to a dedicated support engineer serving as the primary point of contact. Professional & Configuration Services The proposal includes 50 professional service hours annually, as defined in the RFP, for configuration, workflow design, reporting, forms, and WebLink customizations. Any additional configuration -related services beyond the included hours, if requested and approved by the City, will be billed at the following fixed hourly rates: Systems Engineer: $165 per hour Project Manager: $185 per hour Software Licensing & Upgrades Pricing includes costs associated with: Laserfiche WebLink Midsized Public Portal - 50 retrieval user licenses (upgrade from 25 to 50) Laserfiche Named Full User with Web Access, Snapshot, Email, and Forms Essentials (upgrade from 12 to 15 total users) If the City already owns any of the listed licenses or upgrades, applicable costs may be removed or adjusted accordingly. Preventative Maintenance, Training & Travel Pricing includes two (2) on -site preventative maintenance visits per year, unlimited remote training, and a minimum of four (4) days of on -site training, if requested. All travel and related expenses for on -site services are included in the proposed pricing, with no separate reimbursement required. Billing & Payment Structure Annual fees are assumed to be billed in equal monthly installments, subject to City invoice approval and standard net 30 payment terms. Page134 "M"", -, ".". Laserfiche Avante Software Support Services City of La Quinta Invoices will clearly identify services rendered in accordance with the Agreement and Exhibit B - Schedule of Compensation. Pricing Escalation (Optional Renewal Years) A 5% annual escalation is proposed for the second year and any subsequent renewal terms for: Fixed annual support costs Hourly billable rates This escalation is intended to provide predictable and competitive pricing across the full contract duration. Exclusions & Additional Services Pricing excludes major system re -architecture, large-scale data migration, or custom development beyond standard Laserfiche configuration. Any services outside the defined scope will be treated as Additional Services and performed only upon prior written authorization by the City. Pricing Validation All pricing provided is firm and fixed for the initial contract term and will remain valid for a minimum of ninety (90) days from proposal submission, as required by the RFP. Comprehensive List of Services Offered By GSG GSG is a Platinum -Certified VAR of Laserfiche. As a Certified VAR, GSG has the requisite capability to provide all the services to District. Our team is led by a Gold Certified Laserfiche Professional, and all team members have Laserfiche training and experience, including Laserfiche Platinum Certification. Currently, GSG provides Professional Services, Training and Support to City, State and Federal Government projects with Laserfiche Certified Key Personnel. Project Management GSG's Project Managers are highly trained in implementation, workflow processes, integration, and more to help your organization implement a well thought out enterprise -wide system based on needs. They are Laserfiche Gold Certified and hold other professional certifications to maintain a high knowledge level of clients' business processes. Configuration and Deployment The highly trained and experienced engineering and consulting staff of GSG are available to develop and deliver a Laserfiche solution configured to meet the City's needs. To deploy our services, we use an agile project management methodology which provides a predictable, reliable deployment strategy to ensure a timely and successful implementation of our system. Prior to deployment, our engineers will meet with the City team to gain an understanding of City's requirements in detail, including the business processes and how they are currently structured, how the City's staff interact with the documentation on a given day as well as understand the overall goals of the City. Our engineers pride themselves on being able to take a process and re -engineer it, so that tasks can be automated and streamlined for efficiency. Planning and Management Page 135 RM, " , , , , "'." . Laserfiche Avante Software Support Services City of La Quinta With the experience our engineers have gained over the years, they will put a project plan in place to outline a timeline for project completion. Using the agile methodology, they will be able to constantly adjust how phases are accomplished and will work to meet the needs of the City. During the requirements gathering, our engineers will be able to estimate the number of days needed for such things as software installation, configuration, training and any design or migration that may take place. System Security Among our core capabilities, GSG has a strong Cybersecurity support team. This expertise informs every other aspect of our work. We know how to ensure the most secure configurations for your systems to ensure that your data maintains the five pillars of information assurance: Integrity, Availability, Authentication, Confidentiality, and Nonrepudiation. Dedicated Support and Training GSG provides dedicated support staff for trouble shooting and supporting Laserfiche system. Our staff can be easily reached via email, phone, or our online support facility. GSG has a team of technical engineers who will be focused on the design, implementation and roll out of this project. Within the scope of the implementation, technical support is built into the deployment process for any personnel needing assistance. Because we know that support is important, we will place a dedicated technical engineer to answer questions as needed, who will also manage the knowledge transfer and product training development and documentation. Other Services GSG managed services package provides additional training, support, and services to Laserfiche administrators and end users. • Additional Training - Additional web -based training is conducted to train new users or as refresher training for existing users. • Additional System Setup Consultation - We offer additional best practices consultation that includes recommendations for adding additional Libraries, additional types of indexing, etc. • Remote implementation of software updates - While renewal covers free version updates for software, implementation of those updates is sometimes overlooked. With the additional managed services, GSG is at your service to directly assist with implementing software updates such as minor updates, quick fixes or point releases. Depending on complexity and client -specific configurations, major software upgrades may or may not be covered and should be discussed with your Account Management Team. • Annual System review and analysis - GSG will access your system to review how your organization uses Laserfiche to identify issues and to make recommendations for better use of the system. This analysis may be performed annually and is an optional service that will be completed only if requested by the City. • Remote access support - Our Support Technicians can access your Laserfiche System remotely to resolve issues, saving both time and money. 6.1 Staffing 6.1.1 Organization Chart Arranging clear-cut lines of communication, responsibility, and relationships in a straightforward Page136 � 1 SOLUTIONSGROUi, IXC. Laserfiche Avante Software Support Services City of La Quinta manner - underlies all management success stories and lessons learned. Our strong lines of communication, definitive reporting structure, clear assignment of roles and responsibilities and delivery of quality products and services arise, in part, from a well-defined organization structure. This emphasis facilitates formal and informal communication between our Program/Project Manager and your stakeholders. Regular customer communication (both scheduled and spontaneous) is a critical project management element in our management approach, since establishing an atmosphere of cooperation, coupled with communication structure, is crucial to resolving potential unanticipated challenges. We present an overall organizational chart that details the primary personnel proposed to serve as the main points of contact for the City in the diagram: dresi,. Oscar Mojica� Vice President Stake 10 Lisa Salvador Project Manager Nishi 0 1 Laserfiche Gold Certified mp emen a ionLaserfiche Laserfiche SME Business Analyst Support Engineer Bhavin Mehta Krishna Patel Engineer Kia Ghiam Solution Engineer Laserfiche Gold Laserfiche Ayushi Patel Laserfiche Rituraj Kumar Certified Platinum Certified Laserfiche platinum Certified Laserfiche Gold Platinum Certified Certified GSG has all capabilities and experience in fulfilling the City requirement, so we are not utilizing any subcontractors for this contract. 6.1.2 Qualifications and Experience of the Key Team Members Our technical staff are certified in Laserfiche Administration, Laserfiche Workflow, Laserfiche Forms, Integration, Capture Agent (Quick Fields), .Net, SQL DB, Oracle, SharePoint, etc., and work with several product vendors to provide support for custom solutions. GSG has a solid core in place to lead this project. From the Program Manager to technicians, all personnel have experience with the implementation and maintenance of Laserfiche products. All Key Personnel for this project are Laserfiche certified professionals. Additionally, we have an extensive pool of skilled and experienced personnel to support our implementation efforts. Project supervision is based on PMI project management methodology in allocating work and assigning tasks. The project plan is reviewed with the client to assure all necessary resources are available, the project plan meets the timeframe, and all tasks have been identified and assigned. All personnel will be available upon award of contract. nesiunatinn Kev Persnnal Name nnalifiratinn Years of t:xperience Nish Dani BS, Information 15+ Laserfiche Gold Certified Technology PMP Responsibility: Mr. Nishi Dani manages Laserfiche projects and has a deep understanding of business process requirements and delivers large-scale, complex projects and programs that Page137 SOLUTIONS GROUR. INC. Laserfiche Avante Software Support Services City of La Quinta combine processes with technology to assist in application design, development, integration, testin , and de to ment, and application technical architecture. 1 • . Bhavin Mehta MS, Computer 17+ • 1 • Laserfiche Platinum Certified Application • BS, Engineer Responsibility: Mr. Bhavin Mehta performs project design and development activities according to the client's specifications. Works with the Project Manager in developing project plans, budgets, and schedules. Tracks project progress and develops status reports for management and provides assistance to other developers, performs peer reviews, and provides feedback for improvements, while developing cost -reduction initiatives while maintaining quality and productivity. Rituraj Kumar BS, Computer Science 7+ Laserfiche Platinum Certified Responsibility: Mr. Rituraj Kumar works closely with clients and stakeholders to understand their business requirements and design tailored solutions using Laserfiche software. Responsible for implementing and configuring the Laserfiche system according to the designed solution. Conducts thorough testing of the Laserfiche system to ensure its functionality and performance. Has extensive experience in identifying and resolving any issues or bugs that arise during the im lementation phase. Krishna Patel Bachelor of Science - 6+ Computer Science Responsibility: Mrs. Krishana Patel works closely with clients and stakeholders to gather and document their business requirements. Conducts interviews, workshops, and meetings to understand the client's needs, pain points, and desired outcomes, and based on the gathered requirements, will collaborate with Solution Engineers and other team members to design the optimal solution using the Laserfiche software. Acts as a liaison between different stakeholders, such as business users, IT teams, and management. Provides training and support to end -users on how to effectively use the Laserfiche solution, while offering ongoing support to address user inquiries or issues. Ayushi Kumari Patel Master of Science - 6+ Laserfiche Platinum Certified Computer Science Responsibility: Mrs. Ayshi Patel provides solutions and planning strategies, while overseeing the configuration and customization of the Laserfiche system to meet the specific needs of the client. Provides leadership and guidance to the project team, as well as solution engineers, business analysts, and other team members. Engages and manages relationships with key stakeholders, such as clients, business users, IT teams, and senior management. Kia Ghiam BS, Communications 5+ Laserfiche Platinum Certified Responsibility: Mr. Kia Ghiam is responsible for providing technical support to Laserfiche users and clients. Interact with customers through various channels, such as phone, email, and online support tickets to understand and resolve their technical concerns. Responsible for replicating reported issues in a controlled environment to better understand and troubleshoot. Provides technical expertise to analyze system logs, error messages, and diagnostic information to identify problems accurately. Update to the latest Laserfiche product releases, enhancements, and features. 6.1.3 Certifications of Key Staff The following are Laserfiche- certified key staff for the development of forms and workflows using Laserfiche COTS: Nish Dani - Laserfiche Gold Certified I Rituraj Kumar - Laserfiche Gold Certified Page138 SOLUTIONS GROUR, INC. Laserfiche Avante Software Support Services City of La Quinta aserfiche (. Laserfiche Certified Professional ..n/lcef;nn ` �� Laserfiche Certification Nishit Dani Has successfully completed We Laserfiche Certified Professional Program Ia Wremem.c and is recognized as a Raj Kumar Laserfiche GOLD Certified Professional Laserfiche Gold Certification 10 a e hart CMn rev a ee.flNe Bhavin Mehta - Laserfiche Gold Certified Bhavin Mehta - Laserfiche Platinum Certified Laserfiche Cerrllhe1— AM Laserfiche nil .rtifkaHPn Am Laserfiche Certification Laserfiche Certification Bhavin Mehta Bhavin Mehta FOR sUttF 55FUl COMPLFlKlN Of Laserfiche Gold Certification 10 FOa SUCCFiYUL COMPtrr10N Or Laserfiche Platinum Certification 10 tun caEF Rajiv Oza - Laserfiche Platinum Certified Kia Ghiam - Laserfiche Platinum Certificate t,serf cM r.mfnw.M Laserfiche irk eengrPnnn jW Laserfiche Certification Laserfiche Certification AwAIOs MSa—Kag ffi fttAU"WOn —NOS TIIIS CERTIFICATE TO: Kia Ghiam EOi ;UCCESY:'. FOR SEICCESSFUL COMPLLTKIN OF: Laserfiche Platinum Certification 10 PLATINUM CERTIFICATION Ira• �`-`�-- Earl CMa P..Fa•.f. 1...m1n. rfvzom oaa v eFE t, Ea uncn. 6.2 Project Organization 6.2.1 Project Approach GSG understands that the City is seeking a qualified firm to provide Laserfiche Avante software support services. As a Laserfiche VAR, GSG delivers comprehensive support services, including system administration, troubleshooting, maintenance, updates, and user assistance for Laserfiche environments. GSG's team of certified Laserfiche professionals, including Gold and Platinum -certified experts, brings extensive experience in supporting and maintaining Laserfiche Avante systems for government agencies. The support approach focuses on maintaining system performance, resolving issues in a timely manner, and supporting ongoing operational needs of the City. GSG understands that the City is seeking a qualified consultant to provide annual Laserfiche Avante software support services, with a focus on delivering comprehensive, high -quality support at a cost- effective price. The requirement includes ongoing system support, maintenance, troubleshooting, and administrative assistance to support reliable system performance and user operations. GSG also recognizes the City's intent to establish a long-term partnership spanning multiple years. Accordingly, GSG offers scalable and consistent support services backed by certified Laserfiche Page139 RM, " , , -, , ".' . Laserfiche Avante Software Support Services City of La Quinta professionals, enabling continuity, system optimization, and alignment with evolving operational needs over time. Laserfiche Software Purchase: 1) Laserfiche Weblink Midsized Public Portal - 50 retrieval user licenses (Upgrade from 25 to 50 retrieval user licenses) (MPPM) GSG provides the Laserfiche Weblink Midsized Public Portal upgrade from 25 to 50 retrieval user licenses, supporting expanded public access to documents through a secure web -based platform. Our service includes licensing, configuration, and alignment with the City's document access requirements. 2) Laserfiche Named Full User with Web Access, Snapshot, Email, and Forms Essentials (Upgrade from 12 to 15 total) (MNF16) GSG provides the upgrade of Laserfiche Named Full User licenses from 12 to 15, including Web Access, Snapshot, Email, and Forms Essentials. This supports expanded user access and functionality for document management, capture, and workflow processes within the Laserfiche environment. Annual Laserfiche Software Support Services: 1) Laserfiche Avante MS SQL Server with Workflow LSAP (MSE30B) 2) Additional Avante Database -SQL Basic (MSA30B) 3) Laserfiche Named Full User with Web Access, Snapshot, Email, and Forms Essentials (MNF16B) 4) Laserfiche Weblink Midsized Public Portal (MPPMB) 5) Laserfiche Quick Fields LSAP (MCQ01B) 6) Laserfiche Zone OCR and Validation Package LSAP (MCQC3B) 7) Laserfiche Real Time Look Up and Validation Package LSAP (MCQCSB) 8) Laserfiche Forms Basic LSAP (MPFRMB) 9) Avante Laserfiche Forms Basic LSAP (MFRMI6B) 10) Laserfiche Advanced Audit Trail with Watermark (MATXI6B) 11) Laserfiche - Tyler EnerGov Integration Subscription GSG provides annual Laserfiche software support services covering all listed components, including Laserfiche Avante MS SQL Server with Workflow, additional database support, Named Full User licenses, Weblink Public Portal, Quick Fields, Zone OCR and Validation, Real -Time Lookup and Validation, Forms, Advanced Audit Trail with Watermark, and Tyler EnerGov Integration. These services include ongoing maintenance, updates, troubleshooting, and technical support to support system performance, integration functionality, and continuous operation of the Laserfiche environment. Annual Staff Support, Engineering Support, Remote & On -Site Training, & Laserfiche User Conference: 1) Dedicated support service engineer as primary contact - A dedicated support engineer will serve as the primary contact for Laserfiche support through a direct telephone line and email address. GSG provides annual Laserfiche software support services covering all listed components, including Laserfiche Avante MS SQL Server with Workflow, additional database support, Named Full User licenses, Weblink Public Portal, Quick Fields, Zone OCR and Validation, Real -Time Lookup and Validation, Forms, Advanced Audit Trail with Watermark, and Tyler EnerGov Integration. These services include ongoing maintenance, updates, troubleshooting, and technical support to support system performance, integration functionality, and continuous operation of the Laserfiche environment. 2) Remote & On -Site Priority Support - Unlimited remote and on -site support, which can also be used for upgrade installation, problem solving, and consulting. Page 140 RM, " , , -, , "'. . Laserfiche Avante Software Support Services City of La Quinta GSG provides unlimited remote and on -site priority support as part of annual services, covering upgrade installation, troubleshooting, issue resolution, and consulting. This support model enables timely assistance, system maintenance, and expert guidance to support the ongoing operation and enhancement of the Laserfiche environment. 3) Professional Service Hours - Provide 50 hours of professional service support - these will be in addition to the unlimited "Remote & On -Site Priority Support" annual services and will be specifically dedicated to enhance the City's records management project by designing complicated workflows, Weblink interactive maps, Weblink customizations, simple integration with other software, etc., including but not limited to: • Design, revise, and maintain custom reports on an as -needed basis • Design, revise, and maintain custom workflows on an as -needed basis • Design, revise, and maintain custom search forms on an as -needed basis on the Weblink public portal • Design, revise, and maintain Weblink public portal custom home page on an as -need basis GSG provides fifty hours of professional services in addition to priority support, dedicated to enhancing the City's records management initiatives. These hours are utilized for advanced configuration and customization activities, including development and maintenance of complex workflows, Weblink customizations, interactive maps, and basic integrations with other systems. Services also include designing, revising, and maintaining custom reports, workflows, search forms, and Weblink public portal components such as the homepage, based on evolving requirements. 4) Training - Unlimited remote training during the course of the year, including simple workflow design; this shall also include a minimum of four (4) days on -site training if requested. GSG provides unlimited remote training throughout the year, including training on system usage and basic workflow design. In addition, up to four days of on -site training are available upon request to support user adoption, system administration, and operational proficiency within the Laserfiche environment. 5) Remote Access Support - Unlimited - A dedicated support engineer shall remotely connect to the Laserfiche server or PC to troubleshoot any issues, error messages, etc.; including start troubleshooting process issues in advance of any on -site work needed. GSG provides unlimited remote access support through dedicated support engineers who connect securely to the Laserfiche server or user systems to troubleshoot issues, resolve errors, and diagnose system or process -related problems. Our approach enables early issue identification and resolution and supports preparation for any required on -site activities. 6) Preventative Maintenance Guaranteed - A minimum of two (2) on -site visits per year to ensure optimum system functionality. These semi-annual "on -site check-up," shall include installation of software upgrades, new releases, and new equipment; provide staff training on new features, fix operator errors, and make recommendations on system upgrades. GSG provides preventative maintenance services that include a minimum of two on -site visits per year to support optimal system functionality. These semi-annual visits include installation of software upgrades and new releases, review of system performance, resolution of user -related issues, training on new features, and recommendations for system enhancements and upgrades. 7) Integration Services with Other City Software Systems - Provide preferred pricing on professional services such as integration with existing systems, workflow management consulting, and custom application development. GSG provides integration services with existing City software systems, offering preferred pricing for Page 1 41 RM, " , , -, , ".' . Laserfiche Avante Software Support Services City of La Quinta professional services related to system integration, workflow management consulting, and custom application development. These services support connectivity between Laserfiche and other City applications, along with enhancements to workflows and development of tailored solutions based on operational requirements. 8) Laserfiche User Conference - Up to three (3) free enrollment attendees to the annual Laserfiche User Conference. GSG provides up to three complimentary enrollments to the annual Laserfiche User Conference, supporting user engagement, knowledge enhancement, and exposure to the latest features, best practices, and product updates. 9) Travel Costs - All travel costs by the consultant's representatives shall be included as part of the service package, and no travel costs of any kind shall be eligible for reimbursement by the City. GSG includes all travel costs associated with consultant services as part of the overall service package, with no additional reimbursement required from the City for any travel -related expenses. 6.2.2 Project Management and support services GSG's Project Management Plan Our project management and administration processes allow us to quickly evaluate tasks in PWS, identify solutions, and assign responsibilities for completion. Our process is standardized and repeatable, leveraging the industry's best practices tools and techniques such as Project Management Institute's (PMI) Project Management Body of Knowledge (PMBOK), Software Engineering Institute's (SEI) Capability Maturity Model Integrated (CMMI), The Institute of Electrical and Electronics Engineers, Inc. (IEEE), and Information Technology Infrastructure Library (ITIL). We typically implement a comprehensive Program Management Plan (PMP). Our plan will provide a baseline for everyday operations, including clear delineation of the processes and systems we will employ in providing services and program deliverables to the City. Our development of the PMP aligns well with Project Management Methodology, in that, we begin formulating it during the earliest stages of a project and rely upon feedback from our customers to capture all elements and meet milestones and deadlines. The PMP is the primary responsibility of the Project Manager, who will create it in consultation with the Program Manager and the client, based on final requirements, the City's program updates, and other information gathered through meetings with the City's personnel and management. Our team has successfully implemented CMS solutions for city, state, and federal agencies, as well as a variety of other commercial clients. Customer Type Customer Name City of Detroit, City of Dexter, CA: City of Rancho Cucamonga Local City of Farmington Hills, City of FL: City of Gainesville, City of Pembroke Government Inkster, City of Livonia, City of Pines Southfield, Washtenaw County NJ: Bernard's Township TN: City of Athens US Air Force Coast Guard Federal US Army Dept. of Health and Human Services Department of Commerce Department of State Department of the Interior Department of Veterans Affairs IA: Dept. of Administrative Services NC: Army National Guard Department of State SD: Bureau of Administration Agriculture and Consumer Services TX: Fort Worth Housing Solutions Page 142 SOLUTIONS Git INc Laserfiche Avante Software Support Services City of La Quinta New Hampshire Department of MI Grand Rapids MI Comm. College Education Education TN Higher Education Commission National Defense University Howard University MI: Great Lakes Water Authority, CA: San Bernardino County Utility TX: Port Arthur Housing Authority Transportation Authority NV: Housing Authority of the City of Reno, NV Commercial Universal Load Bank, Wixom, MI Detroit Transportation Corporation, Detroit, MI Consistent results and first-class service are the factors that distinguish GSG from the competitors. Our team maximizes your results by walking you through each phase of the implementation process. Here are the draft steps of how GSG will manage the project. i t.1(ai1� Y Project Reorganize K ck- off Needs Repository Set Up Train Meeting Assessments and Migrate Security Users Content Step 1: In this phase, Project Management establishes a sense of common goal and starts Project Kick- understanding each individual. Here, our team includes estimated start and off Meeting completion date of the project, file location where project documentation would be kept, reasons for the projects and expected outcomes of the projects. Step 2: The success of any implementation is related to the amount of effort and Needs collaboration that goes into the planning of the project. A completed and agreed Assessments upon charter establishes the needs and provides a starting point for the next steps — most commonly a Needs Assessment. To help develop a needs assessment of the City's various departments, our team does the Analysis using worksheets where we cover Administration, Goals, Documents, Workflow, Process and Procedure, and IT Infrastructure related questions. We prepare the work order workflow and retention requirements. If the City has an existing repository, our team will reorganize existing content. Reorganize For Reorganizing Repositories, our team sets up comprehensive folder structure, Repository develops a naming convention, designs templates, and configures appropriate and Migrate security and automation. To migrate the content, our team first evaluates the Content current system and takes inventory of everything to be migrated and then finds out the solution for: • How many documents will be required to be migrated? • What types of documents are those? • Are there any workflows that need to be rebuilt? • Is the metadata from your current system's database easy to export? After that, we determine what needs to be changed and create the new folder structure, document templates, and workflows. There are numerous ways that our team will migrate the content to your new CMS. The Laserfiche Quick Fields tool allows for batch processing of documents — including appending appropriate metadata and routing documents to the correct location in the new Laserfiche repository. Then our team tests the news stem and trains the end users. Step 4: The next step is to set up Proper Security in Laserfiche. We will provide the City Set Up with several types of security access, per your requirements. Page 143 RM, " , , -, , ".' . Laserfiche Avante Software Support Services City of La Quinta Security Step 5: GSG's objective in providing Software Training for the City is to minimize any Train Users productivity losses associated with the software transition. Using this training, the City's users will get their jobs done at least as quickly and accurately. Our team will provide the timeframes to train users and accomplish objectives. In the crowded market of CMS providers, GSG sets itself apart by providing exceptional services with documented success and comprehensive, start -to -finish project management. Our project management philosophy centers on effective communication and collaboration - necessary tools for any project's success. GSG's Project Management model helps you cut costs, identify, and remove obstacles and empower end -users to perform at peak productivity. Our solution has a Systematic Software Assurance plan. When you subscribe to the plan, you receive the following benefits: • Highly trained technical support professionals to assist you with any issues. • Free software updates for your current system. • Technical bulletins and newsletters. • 100% upgrade credit for your existing software (in the event of an upgrade). • GSG also offers optional services to help you maximize your investment. • 24-hour FTP and website access. GSG's Records Management Services can be included with every support renewal and provide the client with a discounted hourly rate by purchasing an advanced block of services per year, based on the products purchased. Our Document Management Services can be used for the following professional services: • Additional Training • Additional System Set Up Consultation • Remote Implementation of Software Updates • Annual System Review and Analysis • Remote Access Support • Expiration and Additional Services In addition to a technical support team that is available by phone, email, or the web, GSG assigns the City, an Account Executive, and an internal Account Manager Team. GSG believes in an initiative -taking support methodology, and it is the Account Manager's role to ensure ongoing communication with the City. Reports GSG focuses upon formal and informal communication between our Project Manager and the client. Regular customer communication (both Delivered to the client - Quarterly 10 scheduled and spontaneous) is a critical project = - these reports describe work management element in our management performed and deliverables approach, since establishing an atmosphere of submitted in the previous month, any cooperation, coupled with communication structure, is issues and recommended actions, and crucial to resolving potential unanticipated challenges. work planned for the next month. GSG's high-level Project Management plan is an outline of a set of processes by which we will accomplish your goals. GSG will work with the City personnel to identify critical information at each of the following steps. At the onset of every project, GSG provides a project schedule, which includes the project's goals and objectives. Additionally, the plan will serve as an agreement between the applicable parties such as Page 144 GL B A L Laserfiche Avante Software Support Services _ City of La Quinta the project sponsor, steering committee, project manager, project team and/or other stakeholders associated with and/or affected by the project. Additionally, GSG's project plan will include a schedule for all the deliverables. Support And Maintenance Model: GSG provides a variety of technical support options that include on -site, telephone, conference call, and online. Our personnel can also provide support by making visits on -site. We have a dedicated technical support hotline, where users can dial in and contact our ECM personnel. We can arrange for conference calls with online support to share screens to discuss and resolve the issue. Our response time is within 24 hours since the issue has been brought and depending upon the complexity of the issue, we will provide the resolution times. For example, Level 1 issues can be resolved within 24 hours. Level 2 may take 48 hours to resolve, and so on. The Following Illustrates the Multiple Types of Support to All GSG Laserfiche Users Community Support Help Center Community At the Help Center, multiple, comprehensive Connect with GSG Laserfiche experts and documents are available for all Laserfiche users to share experiences, ask products. Included are step-by-step guides, questions, and find answers. troubleshooting tips, and FAQs. In -Product Support Telephone Support E-Mail Support Online Support GSG provides a telephone We will provide one or We will provide access to number to contact. We will more electronic mail archive software updates provide live technical addresses to which you and other technical support and are available may submit routine or non- information in online during regular business critical support requests 24 support databases, which are hours, Eastern time Monday hours a day, addressed available, continuously, 24 through Friday, excluding during regular business hours a day. observed holidays. hours, 8:00 AM - 6:00 PM. Software Updates Emergency Services Remote Support We will provide revisions We will provide full When it is required for the and enhancements to support for emergency proper resolution of a software products when services. maintenance request, GSG such updates are released. will provide remote We deliver or make available assistance via the Webex to customers for download, environment or another software updates, and mutually acceptable remote supporting doc. via our File communications method. Transfer Protocol (FTP) site. To ensure your success and productivity, our service includes high-level Support and Maintenance for Laserfiche software. This ensures that you have access to GSG's telephone support resources when it matters most, as well as many other benefits such as updates and upgrades. Our resources are available 24/7, and we are always ready to quickly identify the root cause of your issue, find a resolution, and provide follow-up communication to ensure your satisfaction. Our team utilizes remote access to your machines to resolve problems in as timely a manner as possible. Remote access support saves our clients both time and money by reducing the delays in resolving issues. We utilize communications software to remotely access the client system to perform Page 145 SOLUTIONS GROUR, INC. advanced diagnostics and problem resolution. Laserfiche Avante Software Support Services City of La Quinta Normally our team resolves problems within one to two days. For critical issues, our team will review the issue and what will be required for resolution and develop a time frame to minimize the impact on the client. If the resolution can be implemented remotely, we would, ideally, decide to do so after business hours. Tier 4 10-15 minutes after escalating from Tier 3 Tier 3 -30 minutes after escalating from Tier 2 10-15 minutes 1 hour hourly 1-2 hours after escalating from Tier 3 -30 minutes 2 hours every 2 4-8 hours after escalating hours from Tier 2 Tier 2 -1 hour -1 hour 3 hours every 3 1 business day after escalating after escalating hours from Tier 1 from Tier 1 1 Tier 1 -3 hours -3 hours 4 hours N/A 2 business days Fs-everity Definition Tier 4 Error renders the program completely or nearly unusable or introduces a high degree of operational risk. No workaround is available. Until this error is resolved, the program's use is essentially halted. Many users and/or care program functionality are severely impacted. Tier 3 Error renders essential functionality of the program to be consistently unavailable or obstructed and causes a moderate level of hindrance or risk. Workarounds may be available; however, the use of the program is acutely degraded and poses a continuing operational risk. A moderate number of users are significantly impacted, but the program continues to function overall. Tier 2 Error is an inconvenience or causes inconsistent behavior which does not impede the normal functioning of the program. It could be an error that occurs inconsistently and affects nonessential functions, or an inconvenience which impacts a small number of users. It may also contain graphical errors where the visual display of the program is not ideal but still functioning correctly. Tier 1 Error has a small degree of significance, is a minor cosmetic issue, or is a 'one-off case. A one-off case occurs when an error occurs infrequently and cannot be reproduced easily. These are errors that do not affect the daily use of the program. A Tier 1 error is something that does not affect normal use, and can be accepted for a period of time, but that the user would eventually want to be changed. Training Model: GSG provides multiple options for training. Our team is led by a Gold Certified Laserfiche Professional, and all team members have Laserfiche training and certifications, including Laserfiche Platinum Certification. Our project manager will provide a training plan and knowledge transfer plan for Page 146 SOLUTIONS GROUR, INC. Laserfiche Avante Software Support Services City of La Quinta support and training. Our Training plans are developed as part of the project's Statement of Work and address the City specific operational and administrative needs. Once will prepare the project plan we will give it to the City for approval. After getting approval from the City will start it. As per City requirement, we will provide all modules. Our team will work closely with City SME and the training team to develop City specific scenarios for each module. Our training staff will provide all the training documentation in editable format to end users, administrators, and developers. End -User Training: We will provide training material and training, using train -the -trainer approaches aside from training business users, and system administrative staff. In addition, GSG will provide Level 1 support documentation for the City and specific training for each end -user group. Also, we will develop user-friendly training materials and eLearning modules for the City's use after implementation. Training will be provided for the City's staff, and other end users at a City provided facility. We will also provide up to date training sessions for specific user groups to ensure successful implementation with an overview of ongoing refresher training options to select from. The training will be performed on -site, which will include an overview of all the system components, identification of resources for ongoing support, and finally, training of the technical staff for all components of the system that are not standard to the City. End -User Training is targeted at users who will be using the system on a day-to-day basis. This can include power users who will be scanning documents and regular users who will be performing search and retrieval operations. The following items will be covered during an eight (8) hour training course: Structure Editing Conversion Distribution • Annotations • Converting • Distribution • Folder Browser • Laserfiche • Copy and Paste Electronic File in Client • Drag and Drop Formats Laserfiche Overview . Laserfiche • Enhancements • Emailing • Laserfiche Capture • Generating • Entering _ Searching . Saving searches Searchable Text and • • Metadata . Separating • Import Recording • Microsoft Document Pages • Merging Document • Exporting Integration . Tools Pages • Printing • Quick Fields • Scanning Options Display • Repository Structure • Document Management • • Scanning Processes Search options Metadata . Display Panes . Document Viewer . Snapshot • Tips and tricks While it is vital to ensure that your Laserfiche systems are current, it is equally vital that personnel using Laserfiche are kept current through training, and we will provide ongoing training opportunities. Training sessions can include workshops, webinars, and other eLearning options. Should any patches or updates alter the operation of your system, we will arrange training sessions or user group meetings in order to ensure that personnel remain fully up to date with utilizing Laserfiche. We will also facilitate access to other training programs hosted by Laserfiche. Laserfiche is an intuitive application to learn and part of its enduring power is the Train -the- simplicity of use. GSG's training program is designed for clients to gain autonomy Trainer and independence in the routine use and management of their Laserfiche system Approach with a "train -the -trainer" approach. We have found this to be the most effective training methodology in terms of knowledge retention and value of training time. Ongoing End -user training is targeted at users that will be using the system on a day -to - Page 147 SOLUTIONS Git INc Laserfiche Avante Software Support Services City of La Quinta Training day basis. This can include power users that will be scanning documents and regular users that will perform search and retrieve operations. System System Administration training is targeted at users that will be maintaining the Administrator system once it has been promoted to production. Application Application Training targets business analysts that may be involved in modifying Training existing business processes or expanding the use of Laserfiche into other departments. System Administrator Training will cover the tasks necessary to administer the System software, such as adding, removing, and modifying users and user rights. In Administrator addition, training will be provided to administer workflows and create AD -HOC Training reports and queries. We highly recommend that the system administrators also participate in user training. Attendees can include managers, supervisors, and technical personnel as determined by the client. Multiple sessions may be scheduled to minimize the impact on normal operations and personnel will be on -site to assist with any issues that may arise during go -live. System Administrator Training will include the following in five (5) hours of training: Structure • Laserfiche Administration • Laserfiche Administration Console • Sever Settings • Security • Audit Trail - Report Creation/Generation • Metadata Management • Indexing • Troubleshooting • System Maintenance Additionally, we offer special training sessions for the following: Laserfiche Workflow Admin Laserfiche Audit Trail Laserfiche Quick Fields Training: Training: This hands-on training Training: This hands-on group This hands-on training is for users is for users who will be designing training is for users who will be who will be creating Quick Fields Workflows within the Laserfiche generating or viewing audit Sessions. Typically, this training is system. This class is not exclusive reports on the Laserfiche restricted to IT or multiple people. to IT, but users should be Repository. Laserfiche Audit Once a Session is created, it can be technically savvy and familiar with Trail is typically used to used Power Users of Laserfiche as. IF/ THEN logic. Some of the topics investigate the viewing, As such, only interested parties covered in this training are: retrieval, or export of a should attend. Class material is Parallel and Conditional Routing, document from the Laserfiche dependent on the purchase of Quick Email Notifications, Reminders/ Repository. This class is Fields. Laserfiche Client Training is Deadlines, and Repeat/Looping typically limited to a prerequisite for this class. related to business processes. administrators and power users Laserfiche Client and System with comprehensive access to Admin Training is a prerequisite the Laserfiche Repository. for this class. Laserfiche Client Training is a prerequisite for this class. Laserfiche Forms Training: This Application Training: Target's Search and Retrieval Training: hands-on training focuses on the business analysts who may be This session includes detailed design and configuration of involved in modifying existing instruction on the various methods Page 148 SOLUTIONS GROUR. INC. Laserfiche Avante Software Support Services City of La Quinta electronic fillable forms. business processes or for searching within Laserfiche, expanding the use of Laserfiche including Quick Search, as well as into other departments. the Customize Search option for more advanced search criteria. This session also covers search results and what information is returned, how to open and view documents, and how to utilize the information returned. Laserfiche Records Integration Training SDK/ LF Laserfiche Scanning Training: Management Training: This Connector: This training This group training is for users who hands-on training covers basic applies to using the Software will be scanning documents using records management concepts for Developer's Kit (SDK) and/or LF Laserfiche Scanning. Topics records managers and for general Connector to integrate discussed in the training are staff. Laserfiche with a specified line indexing, shortcut keys, batch of business applications. processing techniques, and cleanup tools. Page 149 SOLUTIONS GROUR, INC. Laserfiche Avante Software Support Services City of La Quinta GSG possesses the full capability, resources, and experience to deliver all services outlined in the Scope of Services. GSG does not propose subtracting any portion of the work, as all services will be performed in-house by qualified and experienced GSG personnel. Accordingly, no subcontractors will be utilized for this project. GSG will retain full responsibility and accountability for all deliverables and project execution. Assignment of the contract to any third party is not proposed. GSG affirms that it has not been involved in any significant prior or ongoing agreement failures, nor has it been subject to any civil or criminal litigation, investigation, or findings of liability within the past five years. GSG confirms that there is no negative history to disclose. Page 150 _J Laserfiche Avante Software Support Services City of La Quinta ATTACHMENT 2 INSURANCE REQUIREMENTS ACKNOWLEDGEMENT Must be executed by proposer and submitted with the proposal Lisa Salvador (name) hereby acknowledge and confirm that Global Solutions Group, Inc. (name of company) has reviewed the City's indemnification and minimum insurance requirements as listed in Exhibits E and F of the City's Agreement for Contract Services (Attachment 1); and declare that insurance certificates and endorsements verifying compliance will be provided if an agreement is awarded. I am Vice President (Title) of Global Solutions Group, Inc. (Company) Commercial General Liability (at least as broad as ISO CG 0001): ® $1,000,000 per occurrencel$2,000,000 aggregate OR ❑ $2,000,000 per occurrencel$4,000,000 aggregate ❑ $5,000,000 per occurrencel$5,000,000 aggregate Must include the following endorsements: General Liability Additional Insured General Liability Primary and Non-contributory Commercial Automobile Liability (at least as broad as ISO CA 0001): ® $1,000,000 combined single limit for bodily injury and property damage ® Auto Liability Additional Insured Workers' Compensation (per statutory requirements): ® Statutory Limits / Employer's Liability $1,000,000 per accident or disease Must include the following endorsements: Workers' Compensation Endorsement with Waiver of Subrogation; OR Workers' Compensation Declaration of Sole Proprietor (if applicable) Professional Liability (Errors and Omissions): ❑X Errors and Omissions liability insurance with a limit of not less than $1,000,000 per claim Cyber Liability ❑X $1,000,000 per occurrence/$2,000,000 aggregate Page 10 of 12 Page 151 SOLUTIONS GROUR, INC. 1. Lisa Salvador I am Vice President Laserfiche Avante Software Support Services City of La Quinta NON -COLLUSION AFFIDAVIT FORM Must be executed by proposer and submitted with the proposal (Title) 4Q�a ATTACHMENT (name) hereby declare as follows: Of Global Solutions Group, Inc. (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 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, orthe contents thereof, or divulged information ordata 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 Califomia that the foregoing is true and correct. Proposer Signature: Proposer Name: Proposer Title. Company Name: Address: v Lisa Salvador Vice President Global Solutions Group, Inc. April 08, 2026 Page 11 of 12 Page152 GLOBAL Laserfiche Avante Software Support Services — City of La Quinta 11. ACKnomea ement Of Aaaenaa I Attacnment 4 pp— ■ Il ► ACKNOWLEDGEMENT OF RECEIPT OF ADDENDA Must be executed by proposer and submitted with the proposal; If no addenda has been issued, mark `NIA" under Addendum No. indicating Not Applicable and sign ADDENDUM NO. I SIGNATURE INDICATING RECEIPT As of the April 10, 2026, no addenda have been issued. Page 12of12 Page 153 F::: R r i nFr AUTHORIZED PARTNER C:>RAC LE PARTNERNETWORK .111,111. ■■Microsoft Cisco ■� U0Id Partner -.1- i Otenable- M RSJSED SINESPARTVER P�ft714wWnr'A Trellix 1 iowramazon Partner Co webservices I Network