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25A - AGMT DOC MGMNT SYSTEMS
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05/15/2018
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25A - AGMT DOC MGMNT SYSTEMS
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Last modified
5/10/2018 7:54:00 PM
Creation date
5/10/2018 7:49:43 PM
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Template:
City Clerk
Doc Type
Agenda Packet
Agency
City Attorney's Office
Item #
25A
Date
5/15/2018
Destruction Year
2023
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Bloe)Technologles <br />Smart Solations <br />Legal and Professional Services <br />Professional Services and Training <br />Description <br />Est. <br />Est. Cost <br />Comment's <br />Time (hours) <br />Design meeting/s with City of <br />32 <br />Onsite - 2 BTSSs <br />Santa Ana/City Attorney's Office <br />Matter Centric Design <br />24 <br />Provides 2 templates per <br />practice group and 2 admin <br />templates. <br />Document conversion - analysis <br />10 <br />Deliverable is Conversion <br />only (document repositories <br />Design + budget to perform <br />include Prolaw, Concordance, City <br />conversion <br />Law and Windows file shares) <br />Workspace creation using standard <br />12 <br />Add 16 hours if automate <br />iManage features <br />process by pulling data <br />from data source <br />Implementation: <br />38 <br />Create registry setting. 1 <br />Workspaces <br />client only; customer <br />Templates <br />responsible for client <br />Metadata <br />software rollout. <br />Server and security set up <br />Client software <br />Testing and troubleshooting <br />4 <br />As needed. <br />Rollout <br />16 <br />Onsite floor support + <br />technical support. <br />Basic Administrator training <br />4 <br />End user training - 15 students - 2 <br />12 <br />Includes curriculum <br />classes - onsite <br />Project management <br />$4,945 <br />Fixed Fee <br />Estimated Professional Services 12 <br />$35,345 <br />Discounted rate - $200/hr <br />Training <br />(regular rate is $225) <br />Notes/Assumptions: <br />• Integration services will be provided for Acrobat Reader, Microsoft Word, Excel, PowerPoint, <br />and Outlook. <br />• Above budget does not include a Pilot. Add 16 hours if a Pilot is desired. <br />Document import analysis only is budgeted. Upon completion of the analysis customer will <br />receive Conversion Design Document plus the budget to perform the document conversion. <br />• Assumes BTSS will have remote access to the test workstation/s. <br />• Pricing does not include applicable taxes or travel expenses. <br />• Installation effort assumes installation in a Production environment only. Installation in <br />separate test/certification environments will require additional effort. <br />Blue Technologies Smart Solutions LLC Confidential <br />25A-12 <br />Page 10 of 15 <br />
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