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SIRE TechnologiesORE- T E C H N O L O 6 I E S B Y A L P H A C O R P Contact Information: Bruce Elliott, Director of Client Services 949.768.8882 Office 949.300.0636 Mobile belliottr@siretechnologies.com Home Office: 3676 W. California Ave., Unit 8100 Salt Lake City, UT 84104 +1801.977.8608 Tel +1801.977.8775 Fax www.siretechnologies.com For more information on Document Imaging Storage Retrieval System Request for Proposal City of Rosemead CA Attention: Pat Piatt Management Analyst 8838 E Valley Blvd. Rosemead, CA 91770 Phone: (626) 569-2102 Fax: (626) 307-9218 products please visit www.siretechnolooies.com. COPY SIRE I echnoiogies Response to ttie City of Ros~nr•~<r.i ! :A S ORE. June 18. 2008 www siretechnologics coin Table of Contents A. FIRM'S QUALIFICATION/EXPERIENCE 2 FIRM OVERVIEW ........2 REFERENCES 9 FINANCIAL STATEMENTS 11 OTHER PROJECTS INVOLVED WITH 18 FUTURE DEVELOPMENT 21 R PROPOSED PROJECT TEAM/STAFF AND QUALIFICATIONS.. 22 C. PROPOSED PRODUCT(S)/SERVICES(S) 25 Q SUPPORT/WARRANTY/MAINTENANCE 31 Installation 31 Education and Training 32 Testing and Support 34 Operation Manuals/Handbooks/Documentation Warranty 35 Conversion 35 Spare Parts 36 Maintenance 36 Test Equipment 37 Impact on Current System 37 Schedule 37 E. PRICING/FEES ......42 F. SUPPORTING MATERIALS/ADDITIONAL INFORMATION ......43 Attachment 1 SIRE Technologies - Company Form 65 Attachment 2 - SIRE Information Packet 66 Electronic Document Management System RFP Page 1 I JRE Technologies' Response to the City of Rosemead. CA lone 18. 2008 A. FIRM'S QUALIFICATION/EXPERIENCE SIRE. www siretechnologies.com FIRM OVERVIEW - Define the overall structure of your firm to include: 1. A descriptive background of your company's history: June 18, 2008 City of Rosemead, CA Re: SIRE Technologies' Response to City of Rosemead's RFP To Whom It May Concern: SIRE Technologies' Mission Statement is: "To provide the most comprehensive solution to enterprise- wide needs for managing the full range of document and information object types found in an enterprise in order to make the information useful and productive for its users." It is for this purpose that SIRE Technologies will deliver a system which meets the needs outlined in the Request for Proposal for City of Rosemead Document Imaging Storage Retrieval System. The solution presented in this proposal utilizes SIRE's proven system software for the management of electronic documents across the enterprise. SIRE Technologies has specific experience with city government which will benefit the City of Rosemead by offering out-of-the-box from other implementations in state and local government operations. Effective information management is critical to the success of nearly every facet of the enterprise. The Electronic Document Management System will provide accurate, rapid and controlled communication of technical information throughout the organization and to the public. The City of Rosemead's internal and external users will benefit from the cost-effective service and a quality operation the system affords. In addition to meeting the RFP requirements the SIRE Document Management Solution will deliver accurate building plans, permits, zoning and zoning reference maps, zoning files, building cards, drawings, and other reference data which are required for operations and, in many cases, by law, reliably and quickly for the City of Rosemead's Departments. Up-to-date, accessible records which are indispensable for efficient field operations will be provided. For any organization to receive the greatest benefit, documents must be promptly accessible from any location throughout the Enterprise; SIRE's systems are maximized to deliver any size document or drawing within seconds to any user regardless of location. SIRE Technologies works in the Local, City, County and State government market. 95% of our customers are from this market place. The other 5 % of our customers come from private industry. Our applications and products have been created at the request and with the input of our clients. We are able to provide for a large number of the City's request because of our vast amount of Government experience. Electronic Document Management System RFP Page 2 SIRE Technoloyics' ResNo~~sc to the City of Rosemead CA SIRE June 18. 2008 vv,w sretechnnhgies rom SIRE Technologies has become a leading supplier of document management solutions nationwide and Canada, from departmental to enterprise-wide. SIRE is dedicated to providing state-of-the-art solutions for efficient management of information. We look forward to the opportunity to add the City to our list of satisfied customers. SIRE Technologies will perform the services and provide the system as required in the RFP. We have received all amendments and agree to the terms and conditions set forth in the RFP and are able to enter into a contract with the City if selected as your service provider. I am Bruce Elliott and am authorized to 1) Answer questions regarding the RFP Proposal, 2) Authorized to take care of contract negotiations, and 3) Sign the RFP Documents. ' Sincerely, 1 11 Bruce Elliott Regional Director, Client Solutions 801.977.8608 (office) 949.300.0636 (mobile) belliottaa siretechnolooies.com http://www.siretechnologies.com Date: 06/18/2008 2. Principal business location and any other service locations: SIRE Technologies principal business location and headquarters is in Salt Lake City Utah. The address is: 3676 West California Ave. Unit B100, Salt Lake City, Utah 84102. The Company Phone Number is (801) 977-8608. Fax Number is: (801) 977-8775. Web Site is: www.siretechnologies.com We have a Regional Office in California. The address is: 26741 Portola Parkway, Suite 1E-201, Foothill Ranch, CA 92610. Phone Number is: Business, (949) 768- 8882. 3. Primary line of business: SIRE Technologies, Inc (a subsidiary of AlphaCorp), develops, delivers, and supports its own Electronic Document Management System (EDMS) and Agenda Automation Software called SIRE (Store, Index, Retrieve, and Exchange). This powerful product suite helps business, governmental, and educational organizations dramatically reduce the costs of manually processing, storing, and retrieving their documents and information. At the same time, SIRE helps them increase their productivity, profitability, and security. Electronic Document Management System RFP Page 3 11 SlW- I- hrn,Response to the City of Rosemu,i;. CA SORE. ' 4. Length of time you have been selling proposed product(s) and/or providing proposed service(s) described in this document: ' SIRE has been developing our Agenda and Document Management solutions since 1983. SIRE has a unique document management and imaging software package that is able to interface PC and Internet environments and storage devices including HP, IBM, SUN, Windows NT, and Novell platforms. SIRE has unique communications and network capabilities that allow management and transmission of ' images from standard page sizes to engineering drawings (D-E sizes) on a LAN or WAN. Our combination of people and resources has allowed SIRE to achieve a strong national presence. SIRE currently has an installed base of approximately 40,000 users. Our client base represents a ' cross-section of industries including government, manufacturing, legal, technological, utility, publishing, education, and accounting. Our success in these areas relates directly to two important factors: the quality of our personnel and our team approach to total customer satisfaction. ' Experience has taught us that sometimes our clients need only to streamline and automate existing processes. Others want to re-think the way they do business in response to new or changing ordinances, newly elected leaders, or departmental growth. SIRE's solutions are modular in design ' allowing us to affordably provide our customers with a fit that best suits their circumstances and needs. Yet our straight-forward pricing methodology, combined with products that contain a long list of standard features, provide our clients with the best value possible. n 11 SIRE Technologies is about People, Products and Promises working together to pave the way for our clients to achieve outcomes they never dreamed were possible. People - SIRE brings together dedicated and highly skilled professionals with people like you who are looking to find the best solution to the challenges they face. As with our clients, you'll soon find that our staff quickly becomes your advocates for success and a trusted advisor in finding answers. We invest the time necessary to learn the ins and outs of your business. We continue to support you over the years as your environment and challenges change. Our goal is to help facilitate making your processes, your job, and achieving desired outcomes easier. Products - SIRE's products are the best-of-breed products on the market today. Because we focus on our customers, SIRE meticulously develops technologies that meet precise needs. It's just the way we do things, and it shows. From capturing data to processing, storing, and retrieving forms, there is no better way to power your organization's internal processes than with customer-crafted SIRE technology. Promise - At the core of SIRE Technologies is our promise to you. We promise to work directly with you and your team until you get the results you want. It's that simple. With SIRE on your side, you will succeed, and we'll be with you every step of the way. And that's a promise we'll keep, built on a tradition of performance and success that's legendary in the industry. Electronic Document Management System RFP Page 4 11 11 SIRE Technologies Response to the City of Rosemead. CA S RE. June 18. 2008 - - wrdw ,fret,^chnc;Iogi:, cnrri Why Choose SIRE Technologies? Any company can claim to be the best. SIRE proves it with an unbeatable history of excellence in delivering outstanding solutions in document and agenda management while earning a reputation for delivering unparalleled service. As of the writing of this RFP, SIRE enjoys a client retention rate of 100%. SIRE is used faithfully by organizations with some of the highest standards for document and agenda management including the Nevada Supreme Court, the Florida Office of Attorney General, the Louisiana Attorney Disciplinary Board, L-3 Communications and Lockheed Martin. Top publications to write about the growing success of SIRE include Forbes, Morningstar, Wachovia Securities, FindLaw, Federal Computer Week, Government Technology, Document Management, ARMA, AIIM, Defense Daily Network, and Document Imaging Report. In order for an EDMS system to truly make a difference in your organization, it must contain certain functions. SIRE includes these functions as standard components within our system - features such as Retention Manager, Workflow, Audit Trails, the ability to email records, the ability to save documents directly into SIRE from the native application, and CD publisher. This leads to better buy- in, better user adoption, better results, and more cost savings. As your organization grows and adapts to its changing environment, so too must your systems. Offering the ability to expand or "scale" implies more than merely adding user licenses. SIRE offers technology that is truly scalable and capable of adapting to meet growing demands, expanded use throughout your entire organization, changing policies and practices, and even new laws. The reliability of SIRE stems from its unique architecture that allows the system to be configured to provide an exact fit without the need to write new software code. Another way in which SIRE proves its leadership comes from the long list of successful integrations with 3rd party applications and mainframe systems. This will ensure that your system can communicate with the other related systems in your office - making your job that much easier. Keeping with its reputation as the innovative leader, SIRE was the first to migrate over to the revolutionary NET architecture. This new platform technology is proving to provide superior ease-of- use, flexibility, less maintenance, and even better security. As you might expect from a state-of-the-art system, SIRE is compliant with both DoD 5015.2 and Sarbanes Oxley. SIRE Technologies' agenda and content management solutions suite prove to be some of the World's best of breed according to three leading independent panels. Three organizations, The Enterprise Content Management Connection, Software and Information Industry Association and the Public Technology Institute, have all independently acknowledged SIRE Technologies' products as some of the best available. Electronic Document Management System RFP Page 5 SIRE Technologies' Response to the City of Rosemead. CA June 18. 2008 The Enterprise Content Management (ECM) Connection pronounced SIRE among the top 5 in the government category of its annual ACE awards. The award is designed to honor companies' noteworthy achievement across three criteria: Appeal, Content, and Education. ACI A.M. RD ' Document Software and Information Industry Association (SIIA) also ranked 2007 SIIA SIRE Electronic Content Management Systems among the top five "Best //C 0 D 1 E// Document Management Solutions" for 2007. These awards celebrate ' achievement and vision in software, education technology and digital AWARDS content. ' And thanks in large part to its implementation of SIRE Technologies; San Carlos, California is the proud winner of the Public Technology Institute's Technology ' Solutions Award. ' Additionally, SIRE Technologies has been named one of Utah's "Best Companies to Work For" this year. This award reflects our corporate BENI'(; WPANIES culture in that we believe outstanding employees are able to provide I A "kti I ()R outstanding service. Our people truly make the difference. Our highly skilled and energetic workforce reflects the right mix in technical expertise, support, and service. Not only do we develop world-class ' products, but we also provide extraordinary customer service. We listen carefully to questions and talk to our customers in order to develop products that are centered on their needs and continue to meet and exceed market expectations. SIRE has officially been named in the 2007 Worlds 500 Largest Software and Service Providers list. This is an annual award issued by Software Magazine and ranks software companies based on growth. As an official member of the who's who club, we're now in the ranking of companies such as Microsoft, IBM, Sun, etc. Electronic Document Management System RFP SORE. www sretechnologies com Page 6 SIRE Technologies Response to thr, i, ly of Rosemead. CA SORE June 18, 2008 www siretechnologies com With over 450 successful implementations and rollouts in the government sector, our solution has been proven to dramatically increase staff productivity, effectiveness, and overall efficiency by providing instantaneous access to virtually any file stored in our system from anywhere and literally eliminating the problem of lost, misplaced, or duplicate files. SIRE also significantly elevates the security of files by managing access on the cabinet, folder, and file level, thereby regulating public access to classified information. Access can be restricted to viewing and printing rights only for selected individuals, groups, or document types. This is how SIRE will solve some of the major predicaments the City of Rosemead is facing today: Document Management Automation: SIRE automates a range of processes across the enterprise, including storage, retention, indexing, and workflow processes. ❖ Improve Efficiency: Instant access to files from anywhere at any time combined with automated processes and procedures dramatically increases staff productivity, effectiveness, and overall efficiency. ❖ Eliminate Paper: Paper-based systems make it extremely time-consuming to find and retrieve requested documents by hand. The growing number of documents being filed and requested in any office only intensifies this problem. SIRE allows users to easily store, index, retrieve, view, share, and edit paper and electronic documents used every day, thereby eliminating paper trails and the physical hunt for files and documents. Eliminating paper reduces the time spent filing documents away, as well as the time needed to retrieve them at any given point in time. Using SIRE as your electronic document management system allows you to significantly reduce physical storage space while rendering documents portable and remotely accessible for fast retrieval by multiple users simultaneously. Achieve Cost Reductions: We have successfully solved issues of massive paper volumes, storage space, misplaced files, and document retrieval for our customers, thus saving them a great amount of labor hours and money. Improvements are also achieved through streamlined work processes, saving both time and money. ❖ File Security & Compliance: With SIRE, different files can be assigned different levels of security in order to protect files with varying security needs and guarantee compliance with various rules and regulations, such as HIPAA, Sarbanes-Oxley, and the Patriot Act. ❖ Volume: Through custom retention schedules and immediate file retrieval in SIRE, there will be no more need to store a massive amount of files or duplicates onsite once the backlog is entered into the system. Files can be retrieved from anywhere and by multiple people simultaneously. Automated retention schedules ensure the proper storage and purging of files that have reached the end of their retention schedule. Improve Access: Through fast and easy file retrieval, SIRE will drastically reduce the time currently being spent on retrieving documents and completely eliminate the need for duplicates. The documents will eventually be accessible by all divisions within the department of the City and Electronic Document Management System RFP Page 7 SIRE Technologies Hespoiise to the City of R~~:arnca~~ ~;A SORE. June 18. 2008 www suetechnologies com can be made accessible over the web to both staff and the public via any internet-ready PC. Access control dictates who has access to what documents, thereby ensuring confidentiality of files and activity restrictions where necessary. Email Management: With proper e-mail policies in place, SIRE will ensure the automated and accurate storage of a-mails identified as records, including their attachments, while enabling controlled access to these records. ❖ File Integrity: SIRE eliminates the need to search for missing or lost documents. Existing policies regarding public reviews of files can be strictly enforced through access control, which ensures that designated documents can be viewed and printed, if desired, but not modified. ❖ Automate Document Retention: SIRE will be configured to reflect the existing retention schedules of the divisions within the City for different document types. With these schedules in place, improper purging will be successfully eliminated, and the retrieval of archived files will be instantaneous and accurate. Integrate with Existing Systems: Being an open MS Windows solution using industry- standard networks and SQL or Oracle databases, SIRE is fully compatible with all open system standards and integrates with the existing computing infrastructure of the City. Integration to existing legacy systems can be accomplished with our SIRE API Toolkit. For document routing and workflows, SIRE utilizes any Microsoft compliant mail system. Automate Workflow Processes: SIRE's workflow feature is used to streamline and eliminate manual processes of moving paper throughout the office or even over multiple divisions and departments. Documents can be routed based on pre-defined workflows for certain document types, or they can be routed on a custom basis. SIRE has the ability to notify an authorized user of workflow events that are taking place via email or electronic queue. Reporting options enable process tracking and show graphically where projects are at in the workflow. Electronic Document Management System RFP Page 8 SIRE Technologies' Response to the City of Rosemead, CA June 18. 2008 REFERENCES SIRE_ www.siretechnologies.com Electronic Document Management System RFP Page 9 Please see next page for listing of references! S1 HE I echnolo ies Response to the City of Rosemead, CA S ORE- June 18. 2008 www.siretechnologies.com List at least three (3) companies (preferably municipalities) where the same or similar products and/or services as contained in this specification package were recently provided. List one (1) financial institution. 1.Companv Name Citv of San Carlos, CA Contact Person: Christine Boland Title: City Clerk Address: 600 Elm St PO Box City: San Carlos State: CA Zip Code: 94070email: cboland@cityofsancarlos.org Phone Number (650) 802-4219 Fax Number 2. Company Name: City of Irvine, Contact Person: Jill Schoener Title: City Clerk Address: City Hall, 1 Civic Center PO Box City: Irvine State: CA Zip Code: 93623-9575 email:i.schoener@ci.irvine.ca.us Phone Number. 949-724-6280 Fax Number 3.Company Name: City of Mission Viejo Contact Person: Karen Harriman Title: City Clerk 200 Civic Center Box City: Mission Viejo State: CA Zip Code: 92691email: khamman@cityofmissionvielo.orq Phone Number (949) 470-3033 Fax Number Electronic Document Management System RFP Page 10 SIRE Technologies' Response to the City of Rosemead, CA June 18. 2008 FINANCIAL STATEMENTS S.ORE- www siretechnologies com submitters firm does, however, have audited statements; please include a copy with your Please see financial statements on page 12 - 171 Electronic Document Management System RFP Page 11 SIRE Technologies' Response to the City of Rosemead. CA June 18, 2008 SIRE. www siretechnologies.corn Alphacorp Statement of Assets, Liabilities and Equity-Income Tax Basis As of December 31, 2007 and 2006 ASSETS 2007 2006 CURRENT ASSETS Wells Farao $ 72.180.32 S (122,91014) Accounts Reservable 1.490.72091 1625.01465 Loan to H.R. Hines Consulhnq 1,086.13 66,351.44 Allowance for Bad Debts (15.951 73) 115.951 73) AIR Reeder 45.M.80 45,046.80 A/R/Emoiovees AIR Reeder AIR- (13,214,34) 1132143-4) A/R Other 1,706,01 394 41 A/RIEmplovees'Stocdiokfers 13.50000 2.50000 Profits in Excess of &Ilinos 257,69400 235,60420 1 nventorv 108.440 41 75,931 42 Undevosited Funds 0 00 2 590 00 Total Current Assets 1.961.208.51 1.801,35671 PROPERTY AND EQUIPNENT EauomentlFurniture 463.50088 407.934.79 Vehicles 242.20666 226.96532 Less Accumulated Depredation 1627184601 f346671381 Not ProDwW and EciWD f*M 78.52294 2na zn 73 OTHER ASSETS L R Hines Note 53.18394 000 Goodwill 5.000.00 5.000.00 suspense Account 0.20 0.00 Total Ottw Assets 58 184 14 500000 TOTAL ASSETS < Z n4J 2 r'O t fY 1G SAR a< CONFIDENTIA1 See Accountants' Compilation Report 1 Electronic Document Management System RFP Page 12 SIRE Technologies' Response to the City of Rosemead. CA June 18. 2008 SIRE. www slretcchnologies,com Alphacorp Statement of Assets, Liabilities and Equity-Income Tax Basis As of December 31, 2007 and 2006 LIABILITIES AND STOCKHOLDERS' EQUITY 000 zoos CURRENT LIABILITIES Federal W/H • FICA 5 000 $ 19088 State VNH 11,740.76 11,39842 State unenvlo rK 31699.05 1,02253 FLITA 174.21 286.63 401K Payable 12.413.00 0.00 Accounts Payable 658.829.88 419,53246 VISA 23.709 68 0.00 Billings over costs 175,23280 000 Paycheck Clearing 157,45496 94.65435 Line of Credit Wells Faroo 0.10 0.00 Unearned Revenue 846,545.20 750.477.00 Payroll Liabilities 1.970.04 767.10 Direct Deoost Liabilities 316.66 000 Saks Tax Payable 80-88573 66026 28 Total Cumm Liabilities 1971 97207 1344 35665 LONG-TERM L.IABILMES Ford Ranger 1FTYRIOD25PA18631 11 003 48 12,145.32 Chey Astm 1 GCOM19X928146254 226310 6.14270 Chev AWo 1GC0M19XX2B154430 226317 6.14289 Buick5GAET13P542260031 12.35719 19.114 14 Nissan 0.00 13.724.17 Toyota STDBA22C485073800 33.779.04 000 Ford 1FTYR10D85PA '8,18,'67 5.14720 8.02018 HP eauloment cobcate 16.81108) 40,516 70 Alliance-Video equipment 15.936-90 0.00 hp equipment for video colocate 7.787.54 0.00 Total Lora-Term Liabilities 83.72734 105.80610 Total LiabiNies 2056699.41 1450.16175 STOCKHOLDERS' EQUITY Caodal Stock 306.36212 306.36212 Retained Eaminos Prev 121.162.41 196.60918) Distribution (471.701001 (178.40000) Net Income 8539165 61307075 Total Stockholders' Eouity 4221618 64142369 TOTAL LIABILITIES AND STOCKHOLOERS' EQUITY c ? m7 01A sQ S nad CONFIDENTIAL See Accountants' Compilation Report 2 Electronic Document Management System RFP Page 13 SIRE Technologies' Response to the City of Rosemead. CA June 18. 2008 Cox Riter, 231 li _'1(Nt S Ste I) Salt Lake City, 1-1 x4115 X0 I --to I -04-A) Alphacorp 3676 West California Ave. Salt Lake City. 17 84104 SORE- ,vww siu--tcchnologies com We have compiled the accompanying statement of aLset%. liabilities surd equity - mcome tax hasis of Alphacorp (an S corporation) as of December 31. 2(X)7 and lecember 31. 2(X)6. and 4x related s4-itements of revenue and expenses - income tax basis, in accordance with Statements on Standards for Accounting and Review Son-ices issued by the American Institute ol'Certified Public Accountants. ne financial statements have been prepared on the accounting basis used by the C'ompsmy for t'edcnd income tax purposes, which is a comprehensive basis of accounting other than generally accepted accounting principles. A compilation is limited to presenting in the limn of financial statements inlirnnation that. is the representation of management. We have not audited m reviewed the accompanying financial statements and, accordingly. do not express an opinion or any other form of assurance on them. ~[anagement has elected to omit substantially all of the disclosures (ndinarily included in ti m6al statements prepared on the income tax basis of accounting. If the omitted disclosures were included in the financial statements, they might influence the user's conclusions about the Company's assets, liabilities, equity, revenue and expenses. Accordingly, these financial statements are not designed for those who are not infonned about such matters. Cox K Riter, CPA's May 22. 2008 Electronic Document Management System RFP CONFIDENTIAL Page 14 SIRE Technologies' Response to the City of Rosemead. CA June 18, 2008 SORE_ www s retechnologies coin Alphacorp Statement of Revenue and Expenses-Income Tax Basis For the Twelve Months Ended December 31, 2007 December 31, 2006 Sales ANS-Other S 10500 s 1.63500 Assurance 1.529,573.93 1,325,211.64 Hardware 58.681 12 223,385 89 Installation 75.737.50 271.706 71 Prograrrsng (1.69680) 21.63125 Scanning OAO 239.472 55 Service 711,84474 380,78212 Software 1.927.87050 2.038.197 96 Training 197,233.00 226,660.03 Travel 55.394 60 55.800 69 Shippng 1.194.32 786.00 Reseller Sqn-Up 2.500.00 5.00000 AS 153,198 70 117,672 06 AS:ACCESS CONTROL 1,564,136.35 1129.314.88 AS.BUGLAR ALARM 62500 000 AS:CCTV 410.555.08 228.098.39 AS.FIRE ALARMS 886.00 000 AS INSTALLATION 746.431.28 597,320 00 AS PROJECT MANAGEMENT 310.00 750.00 AS MONITORING 23,14700 24,53400 ASSERVICE 99,419.27 110,637 34 ASSHIPPING 22.697 69 18.367 21 AS'TRAVEL 45,5W.40 30.72864 Uncategonzed Income AdpAnm (248.21120) (65.01678) Less Retums & Allowances 000 000 Total Sales 7.367.231 48 6.962.655 58 Cost of Goods Sold COGS 168.355 77 5.67450 Assurance-Ans 21.610 32 51.550 14 Hardware-Am 75.638 64 130.858 50 Instalftm-Ans 4.82200 22564.00 COGS.SCANNING-ANS 5.000.00 232.288.38 Service.Ans 91,394.51 103.342.37 Software-Ans 162.723.22 182,313.75 Shipping_Ans 2.032.22 2,37105 COGS ACCESS-AS 697.781,74 669.969.15 COGS BURGLAR-AS 3,795.73 5,04373 COGS CCTV-AS, 517.928.01 309,175.25 COGS.FIRE-AS 94500 72457 COGS' INSTALLATION-AS 100.881.33 71.92106 COGS MONITORIING-AS 9.81573 20.01446 COGS SERVICE-AS )5.47402) 2922453 COGS SUPPLIES 42.948.31 20.014.50 COGS SUPPLIES Rentals AS 2.61759 1.05635 COGS SUPPLIES ElecM=l AS 1364) 0.00 See Accountants' Coal- Report CONFINNT14 3 Electronic Document Management System RFP Page 15 SIRE Technologies' Response to the City of Rosemead, CA June 18. 2008 SERE. www siretechnnlogles corn Alphacorp Statement of Revenue and Expenses-Income Tax Basis For the Twelve Months Ended Decsrttbsr 31, 2007 DeCffrdW 31, 2008 COGS WELLS FARGO PARTS 1!1!03 0.00 306.25 COGS SHIPPING-AS 14,638 97 15,603.92 COGS INVENTORY ADJUSTMENT 13D.713 &1 1.304.00 Total Cost of Goods Sold 1,886-73744 1.875.340 46 Gross Profit 5.44%1,494.04 5.087.315.12 OperatIng Expenses Wages Officer 328.500.00 000 Wages - Employee 167A7 000 WAGES-EMPLOYEE Wages - adorn 84.90591 152,368.06 WAGES-EMPLOYEE:Wages - AS. AS - 197.117.72 197,231 58 WAGES-EMPLOYEE-Wages - AS.Sal 218.349.64 163,01610 WAGES•EMPLOYEEWages - AS,Ins 308.86855 252.05267 WAGES-EMPLOYEEWages - ANS.AN 0.00 111,00000 WAGES-EMPLOYEE-Wages - ANS:Sa 607.43743 51829392 WAGES-EMPLOYEE.Wages ANS:Te 1,377,82238 996,38988 WAGES-EMPLOYEEWages ANS Me 309.298.63 454.208 37 WAGES-EMPLOYEE Accrued payroll 38.14641 (1.339961 Payroll Taxes 268.436.97 217,255 85 Payroll Taxesadmin 16242 0 00 Payroll Taxes Accrued Payroll 24,65420 (11.284 691 Employee Benefits 18.086 99 3.99949 Training 11,84158 8.45000 Rental Expense 110,992.43 85,30872 Equipment Rental Expense 40940 000 Maintenance & Repair 96750 96087 Utilities Expense 1.555.10 1,385 22 Utllrties:Gas and Electric 4.68431 6,44547 Utilities Telephone 76.400 67 88,652 82 Outside Labor Expense 29385 1.59550 Freight(Shipping 31,80943 20,163 49 Advertising Expense 186.564 16 221 396 07 bad Debts 0.00 18,00000 Employee Expense 84.66020 38.401 59 Employee expense:Meals & Ente 33.53453 21,12259 Employee expense Parts: Suppli 147.05 4,72848 Employee expense travel 248.147.43 207.644 78 Erployee -pen-Lodging 57.09359 38.36367 Credit Caro Fees 15.908 67 6.42905 Dues/Subscriptions. 29.40959 31.61234 Insurance 58.813 30 000 Insurance Liability Insurance 15.40072 54,11728 Insurance. Employee Insurance 154,493.85 86.53254 Insuranoe-Workers Compensedo 29.27938 6.9242` LegaVProtessional Fees 148,292.04 100.626 51 Pnnessmal Fees-Legal Fees 1.666.90 35.00 Professional Fees Accounting 1.05825 14.304 75 See Accountants' mpi abon Report UNPOFN T I A 4 4 Electronic Document Management System RFP Page 16 SIRE Technologies' Response to the City of Rosemead. CA June 18, 2008 S-ORE- www siretechnologies.com Alphacorp Statement of Revenue and Expenses-Income Tax Basis For the Twelve Months Ended Decembe► 31, 2007 December 31, 2006 Professional Fees Other 16400 66.90231 Supplies 3.36978 4,50935 Supplres.security 0,00 3.92424 Supplies office 23.06070 13.699 36 Supplies Printing and Reprodu 2,46702 7,14194 TaxesUoensm 1.669.80 13.18 Taxes and Licenses.Filing Fee 40.00 91900 Taxes and Licenses: Property 0.00 1.693.94 Taxes and Lloensss:Sales tax (759.46) 0.00 Taxes and Ucenses.Taxes and 25.36 0.00 Tool Small?ods 0.00 1265 Travel Expense 000 5495 Travel & Ent Meals 50.00 110.00 Travel & Ent Travel 0.00 101 90 Vehicle Expense 0.00 4,652 22 Automobile Automobde Expense 53.119.33 48.160 36 Autornobrle.Aulomobrle Allowan 79,12363 81.53177 Automobile Automobile Lease 5.884.52 6.353.23 Amortization Expense 10.25850 000 Depreciation Expense 73,931.50 89.56739 interest Expense 2.797.32 3.99050 Bank Charges 2255199 7.773 31 Misc Expense 19.954.58 21,218.04 Miscellaneous Miscellaneous - (126.44) (375.30) Miscellaneous Sec Miss (50.00) 000 Miscellaneous Spot Bonus 50000 000 Interest Expense.Frnance Char 4.57453 4749 Payroll Expenses 1.346.16 1.56504 Total Operating Expertses 5.390.72906 4.480.214 10 Operating Income (Loss) 89,764 96 607.101 Q< Other Income (Expense) Interest Income (5.069.97) 1732.00) Other lncomelexpense 6,80155 5.38627 SIRE RoundTable Income 61,762.86 18.906.03 Gain (Loss) on Sale of Fired Assets 5.674.58 94149 SIRE RoundTable Expenses 167.689.99) (14.358941 Other Expenses (4852341 (4.177-121 Tool Other Income (Expense) (3.373.311 5.96973 Net Income (Loss) Before Taxes 86.391.66 613.070 75 Not Income (Loss) $ 86.391 65 S 613.070 75 See Aczountants' m Copilation Report CON FIDFNTV~ 5 Electronic Document Management System RFP Page 17 SORE SIRE Tec.hnoiogres Response to the City of Rosemead. CA , ' Janis ~3. 200& sIMtr-r.i'11):;l:igr;~ r„m ' OTHER PROJECTS INVOLVED WITH Submitters are requested to provide a list of other projects that you are currently involved with or will ' be involved with. t IRE T h l i i l i l l l i M t S ec no og es s current y nvo ved or has i anagemen ectron c Document nstal ed SIRE E Systems in the following organizations. We are constantly worki ng with and consulting with these t customers. Yolo Planning Department, County of Government CA ' Pacifica, City of Government CA Placer County Government CA ' Yuba, City of Government CA Rumsey Indian Reservation Government CA 1 S lt L k S C f t G t Ut h urveyor, oun a a e y o overnmen a ' Osceola County, Commissioners Office, FL Government Florida Salt Lake Mayor's Office, County of Government UT ' Roseville, City of Government CA Hot Springs PD, City of Government AR ' Santa Clara, City of Government CA Yolo Assessor, County of Government CA ' Cedar Hills Utah, City of Government UT Lee County Florida Government Florida ' Glendora Cit of Government CA , y ' Yolo Health, County of f Government G CA Hillsborough,Town o overnment CA ' Moorhead, City of Government MN San Joaquin Valley Government CA 1 E1Q(-.tronirr Document S,i-lem RFP Pace 1S SIRE Technologies' Response to the City of Rosemead. C A June 18, 2008 Sacramento, County of Government CA San Bruno, City of Government CA Lorain Public Library Government OH Salt Lake Treasurer's Office, County of Government Utah Irvine, City of Government CA Pittsburg, City of Government CA Sylvania, City of Government OH Marin District Attorney, County of Government CA Glenn County Assessor's Government CA Union, City of Government CA Sacramento Area Council of Government Government CA Anchorage, Municipality of Government Alaska Mesa, County of Government CO Contra Costa, County of Government CA Napa, City of Government CA Pinole, City of Government CA Citrus Heights, City of Government CA Fort Collins, City of Government CO Santa Cruz, City of Government CA Why is SIRE the Best in California? SERE. www sretechnologies com SIRE Technologies is a profitable international company dedicated to providing enterprise solutions to the city and government market place. Our research and development teams are spending 90% of their time in upgrading our out of the box content management functionality for the government sector The result is a lower cost of ownership as the solution rolls out throughout the enterprise. SIRE has implemented over 40 recent government solutions installations in the state of California. SIRE is working with our California customer base and has created a local educational SIRE user group. Our proposed solution is built on a net development platform. City of Rosemead will have the Electronic Document Management System RFP Page 19 SIRE Technologies' Response to the City of Rosemead. CA June 18, 2008 SORE- www siretechnologies com capability to use web services to integrate with new applications the City will be using today and in the future. No more custom applications that have to be updated based on new product release and upgrades. SIRE Technologies has new capabilities that are now available out of the box. The City of Irvine worked with SIRE on a custom application called Irvine Quick Records. This allows the public the ability to view city information over the web. This development effort has resulted in the creation of SIRE Web Pubs application. This is now standard product and has been included in our proposal. We are presently working with Nobel Systems in creating a module that has a user friendly interface to ESRI. SIRE has also developed a planning forms submission approval application that will be offered as a SIRE Module. In summing up, SIRE is constantly researching, working with existing customers and coming up with new innovative applications for City governments. SIRE Technologies is the developer of the SIRE product offerings, SIRE Technologies will provide the on going support and maintenance. SIRE Technologies professional services staff will provide all the resources for all phases of the EDMS System. SIRE has implemented many local cities with the same requirements as what Rosemead has asked for in the RFP. SIRE has local technical staff consisting of Rich Drew - Senior Application Specialist. Rich is presently working with Huntington Beach, Culver City, County of Ventura, City of Calabasas, San Carlos, Santa Clara, and the City Chula Vista in finalizing their EDMS or Agenda solutions. Our new addition to our local SIRE team is Linda Lang. Linda will be our Senior Project Manager. If SIRE is the selected vendor for the project Linda will take the lead role. Linda has an extensive background in software application development, consulting, training, and document management implementation. During the past four years Linda has been the lead Project Manager for the City of Irvine. Linda has been instrumental in the successful rollout of SIRE for the City. Linda also has been involved with the creation and rollout of the Irvine Quick Records web application. We have included that functionality in our proposal. With the help of Irvine and Linda doing beta testing, the SIRE Solution has become a leading solution in electronic document management. Linda has experience in working with service bureaus and has even set up a production scanning operation for Irvine. As we look at the requirements for City of Rosemead, our local staff and experience, the SIRE suite of products we see a winning combination for a very successful EDMS rollout. Electronic Document Management System RFP Page 20 SIRE l echnoiogies Resp~.Jnsc to the City of Ros~~mc;c Cis S ORE. June 18. 2008 www sretechnologies corn FUTURE DEVELOPMENT State the percent discount off of manufacturers latest published suggested list price; percentage markup above cost; and/or hourly rate for installation for additional product(s), future enhancements, upgrades, advancements in technology, etc. Also state the basis for determining the fee for any additional services required under the same conditions. SIRE Technologies will offer the best and deepest discount to the city for any future implementations or installations. This pricing is being used on this RFP Response and will be used for any future purchase. The hourly rate as proposed on this RFP will be honored in the future for any consulting or service offered to the city. SIRE Technologies will work with City personnel in order to specify and to justify any service hours required to implement or install or to consult in a technical way to provide services for any future project(s). Any upgrades offered by SIRE Technologies will be at no charge to the city as long as the Annual Software Maintenance Agreement is current and in place. Electronic Document Management System RFP Page 21 SIRE Technologies' Response to the City of Rosemead. CA June 18. 2008 Er PROPOSED PROJECT TEAM/STAFF AND QUALIFICATIONS of the contract. Bruce Elliott - Director of Client Services: SERE. vdww siretechnolugies.com Mr. Elliott would be responsible for interfacing with the City's personnel and SIRE's personnel to create a business solution to meet the requirements as discovered through RFP and site visits. His experience includes over five years of network and technical administration as well as fifteen years of experience in document and agenda management for automated storage systems. He is highly experienced with installations similar to that of the City's. Mr. Elliott will the single point of contact for negotiation and for contract performance for the city. Contact information: Phone: 949.768.8882 Office, 949.300.0636 Mobile, e-mail: belliott(cDsiretechnologies.com Kris Painter - Executive Management: Mr. Painter is responsible for reviewing the proposed business solution for technical feasibility as it relates to networking and connectivity issues. Training includes Novell CNE, certification on all SIRE products, certification on host interfaces, and certification on Kodak, HP, Plasmon/Panasonic optical drives and jukeboxes as well as Compaq systems. Experience includes nine years of consulting and installing EDMS and image related systems for SIRE within City and County environments. He is experienced in virtually all technology environments with working knowledge that includes Microsoft Windows 2000/NT, IBM AS/400, IBM 3090, IBM 4381 connected to Tokenring, IBM AS/400 connected to Ethernet, IBM System 36, Unisys A, Unisys V, IBM 3090, HP 3000, Data General, Compaq Tower, SUN, RS/6000 and others. Mike Painter - Executive Mana4emenN Project Manager: Mike has been with the company since 1992. He has experience working with document management software and implementation of document management systems within the City and County governments for over 11 years. He has a degree in Electrical Engineering and is familiar with technical requirements and processes. He is very good with people and has the ability to make sure a project is completed on time and within it scheduled resources. Mike is Electronic Document Management System RFP Page 22 SIRE. ..':v:^. ~rrtrr.hnr,l.;gie-c;.ont ' very familiar with SIRE and it functionality. He can make recommendations of how it can best be used within a business enterprise. ' Dustin Butler - Software Engineer: Mr. Butler is one of our elite software engineers with over six years in the document ' management field. He is responsible for much of SIRE's programming code and is an expert on SIRE capabilities and installation. He is trained in Microsoft Visual Basic, C, and C++. He has extensive database knowledge with Oracle, SQL Server, Access, etc. ' Kvle Young - Engineer and Installation/Support Manager: Mr. Young is one of our core engineers for the SIRE product suite. He also manages several ' other products for SIRE including the CashPro Recording Software Suite. Kyle manages the support staff and installation specialists to ensure the highest level of issue resolution and client ' satisfaction. He also coordinates SIRE resources for installations and on-site updates and product support. Kyle obtained his AS Degree in Computer Information Systems from Salt Lake Community College and has development experience inVB.NET, VB, XML, SQL, ' Database Management, HTML, and Crystal Reports. Linda Lang - Lead Proiect Manager: ' Ms. Lang joined SIRE in 2006 after serving six years at the City of Irvine, CA as the City's Lead SIRE Project Manager for Agenda Management & EDMS. She also has three years experience as Sr. Business Systems and Process Consultant, as well as four years experience ' as Management Information System Director. Ms. Lang holds a PMP Certification, Network Administration Certificate and Advanced Novell Training Certificate. Her OS expertise includes: Server 2003, Window 2003, Windows NT, Windows XP, Novell, UNIX and DOS. Hardware experience includes: Compaq/Dell/HP Servers, Winframe & Citrix communication servers, Digital Warehousing, VMX Voice Mail Systems, IVR Phone Systems, Connectivity (TCP/IP, Ethernet), Intelligent Hubs, Cisco Routers and Modems. Software Experience ' includes: Microsoft Product Suite, MS-Project, Access, PowerPoint, Visio, Aldus PageMaker, Corel, Q&A, dBase, Lotus, Word Perfect, MS-Mail, Outlook, GroupWise, MAS90, People Soft, t People Tools, Web Design, HTML, ADP and Multiple Communication Software Programs. Mike Tams - Installation & Trainin_g ' Mr. Tams will be responsible for all Installation and Training for the HEC. He brings over 8 years of excellent troubleshooting techniques to solve problems with both software and ' hardware installed in many government offices. He is MCT (Microsoft certified trainer), MCSE (Microsoft certified system engineer), MCSA (Microsoft certified system admin), and MCP (Microsoft certified professional). He is also certified in Windows 2003 Server and CompTIA ' Security. Additional skill sets include: Windows 98, XP, 2000, Windows Server, 2000, 2003, Office 97 thru 2003, Microsoft SQL, Access, PowerPoint, Outlook, Outlook Express, Internet F (-IiIonic Document Management Svstem RFP Pace 23 SIRE Technologies Response to tlIu City of Roie;iwad CA S O18. 2008 1w'xw SIT(t -.hnnlogies corn Explorer, Netscape Explorer, Microsoft SharePoint, Dreamweaver, Micros POS, Aloha POS, MenuLink, HTML, SMTP, TCP/IP, DNS, Telnet, FTP, PKI, Wireless Networking and Network Design. Richard Drew - Applications Engineer Richard joined SIRE in 2005 after being a SIRE customer for 4 years. Until recently he has spent most of his time as a local resource to SIRE customers in California. Richard is very familiar with the SIRE product suite and its architecture. He has an inherent skill in listening to customers needs and recommending the SIRE products to best meet those needs. Richard received his MCSD certification in 1997, and spent 7 years as a software engineer before joining the SIRE team. He has development experience in VB.NET, VB, ASP.NET, ASP, SQL and HTML. Electronic Document Management System RFP Page 24 SIRE Technologies' Response to the City of Rosemead. CA June 18, 2008 SIRE. www sirelechnologies.com C. PROPOSED PRODUCT(S)/SERVICES(S) Submitters are requested to identify the proposed product(syservice(s) to include but not limited to all necessary components to render it complete and operational. SIRE designed its solutions from the ground up for use with local government. Every solution as well as version upgrades are driven by a steering committee comprising of appointed and elected government officials from state, county and city government bodies. As such, some of the primary benefits of SIRE are listed below: Conbguration: With its origins in local government, all SIRE solutions were designed with tremendous configuration flexibility. This unique design allows SIRE to configure our solutions to meet the unique and exacting functionality requirements of its clients without writing additional code. This eliminates the bugs and unreliability commonly associated with "customization." This also eliminates the common problem of customers needing to change their preferred business processes to accommodate the limitations of the software application. 2. User Friendliness: The ease and extent to which SIRE can be configured allows individual users turn off or on functions, screens, and menus (with permissions) to meet their personal needs. This allows the screen to be clutter free and easy to navigate. It also allows users to grow in comfort and turn on more sophisticated features only when they are ready to use them. Otherwise, novice users will never even see the more advanced features of SIRE. 11 u 11 11 3. Integration: Thanks to SIRE's unique architecture, it can be integrated with virtually any 3rd party application or database, including legacy mainframes. SIRE has a long and successful track record of integrating SIRE with a large variety of different systems. This permits SIRE to create a true "central repository" where all of the organizations data can be researched. This also allows SIRE to act as "middleware" of sorts. That is to say, if users are in another software application during the day, they need not leave that application to look up documents and information related to the data on their screen. A click of a button within the 3rd party application (installed by SIRE with permission of the 3`d party provider) will result in the retrieving of all related documents within SIRE. 4. Scalability: SIRE clients have never outgrown SIRE. For this reason and our dedication to excellent customer support, SIRE boats the highest client retention rates in the industry. Using the same system proposed in this RFP, some of SIRE clients Electronic Document Management System RFP Page 25 11 SIRE Technologies Response to ti City . f R sen ; ni C.a SORE, June 18. 2008 www siretechnologies.com have less than 10 users and scan no more than 1,000 documents per month. Others have over 700 concurrent users and scan over 1 million documents per month. 5. SIRE is a pioneer in the agenda management industry with one of the longest histories and some of the largest clients. SIRE was the first to incorporate streaming video, minutes automation and voting records with the agenda management tool. SIRE remains one of the few offering key functions such as a powerful workflow tool capable of accommodating multiple committee review process and the only vendor offering a true enterprise agenda management tool. 6. True Enterprise Application: SIRE permits unique configurations and integrations for each department of City without negatively impacting the rest of the City's users. Moreover, the workflows, a-FORMS and retention schedules can be tied together across the entire county to facilitate better cross organization communication, reduce workloads and improve turnaround time on business processes. Something else that differentiates SIRE from our competition is the amount of functions that come standard with our baseline EDMS solution. Because functions like retention management are now considered essential components of modern EDMS solutions, SIRE includes these functions at no additional charge. The same is true for SIRE's Capture License, which permits the scanning and indexing of document batches. The SIRE Capture License includes bar-code recognition and auto- indexing at no additional cost. There are other modules that are included in this proposal that can be purchased independently. These modules include: OCR/Full Text Recognition - This module allows the user to look up words from the body of the document and is essential for use with Bar-code recognition and auto- indexing. Some of SIRE's clients prefer the indexing method of document search and retrieval and did not want or need the OCR/FTR capabilities. Rather than charge clients for components they do not need, SIRE has separated this function from the baseline EDMS solution. 2. eFORMS - SIRE eFORMS works seamlessly with SIRE Workflow in streamlining business processes. Not every client needs eFORMS however. SIRE has separated this module out. 3. Reporting Services - Custom Reports. SIRE Reporting Services are built upon SQL reporting services and allows the user (with permissions) to analyze any data in the database. 4. WarehouseSync - SIRE WarehouseSync is rather unique to SIRE in that it allows users to use a hand-held barcode scanner to quickly identify the location of a paper Electronic Document Management System RFP Page 26 SIRE technologies Response to this laity cif ho nioa:i ._,A. SIRE. June 18, 2008 document (including box, storage rack and storage facility) within SIRE. The result is that users are able to search for electronic documents in SIRE while simultaneously being shown where exactly the paper original is stored. SIRE's Solution Suite SIRE's system will utilize a single interface for all of the City's imaging and document management needs. SIRE's offering actually consists of an entire suite of software products that when combined or used in any configuration, bring the best results electronic filing and records management can provide. The 9 SIRE modules that can be used to streamline document management in your office include the following: PRODUCT SIRE Capture.NETTM High-Speed Batch Scanning Fix Problems Associated with Paper Processes • Non-Proprietary File Format Turn Paper Documents into Electronic Files • Barcode Recognition Complete Document Capture Solution This module integrates with your On-the-Fly Quality Control Retrieve Information Online scanners to import documents, files, and records into the SIRE system. It Auto-Fill (Indexing) Make Information Portable also imports files you already have in Supports Most Scanners Enhance Speed, Control, and Flexibility electronic format. SIRE Capture.NET can be configured to automatically Multiple Field Types (Indexing) Broad Scanner Support index and file documents into Masked Fields (Indexing) appropriate folders and file cabinets. • Lookup Fields (Indexing) • Stored Procedures (Indexing) Front-End Data Validation (Indexing) . Full Keyboard Control • Scan to Folder • Graphically represents indexed documents SIRE FileCenter.NETT"' • Index Searches: General Index, Fast Document Retrieval Cross-Cabinet, Full-Text, Advanced Work Pool Collaboration • Full-Text Searches: Keyword, Document Portability Once documents are imported into Free-Text, Annotation Increased Productivity the SIRE System, SIRE FileCenter. NET lets you search, view, ' View Reduced Costs print, email, annotate, process, . Print Improved Communication reproduce, dispose, and review these Electronic Document Manageme nt System RFP Page 27 SIRE Technologies' Response to the City of Rosemead, CA June 18, 2008 SIRE. vrww s retechnologies.coin PRODUCT FEATURES BENEFITS electronic documents. Email Reduced Physical Storage Space • Launch Fast, Complete, and Secure Backups • Annotation with Audit Trail Minimized Liability FileCenter provides an easy interface to access all your files. It has the Export • Simplified Disaster Recovery ability to display files of over 300 . Records Retention Manager No Lost Files formats, even when your computer Workflow Flexible Document Security on does not have the application necessary for viewing files of that Revision Control format installed. SIRE FileCenter.NET • Event Manager also integrates with Record Retention to direct the archiving and disposal of • Task Manager documents. Bookmarks • Dockets • Folder Packs • Scan-to-Folder SIRE WebCenter"'" Easy-to-use interface Access Documents Anytime, Anywhere • Web Access to SIRE File Enhanced Productivity Through Online (Included in SIRE FileCenter. NET) Center Retrieval • Authentication • SIRE WebCenter as a Universal Solution • Public Access No Special Software Downloads or Training This module lets you access you ac in your System from documents i SIRE • Document Management Real-Value Through Access, Portability, any internet-connected computer. Functionality Distribution WebCenter lets you search, view, Cost Effective Access No Special Software Downloads or Training print, and email documents online. It Full Text Search Combine Applications into a Single Interface also lets you publish documents online to meet public access View requirements. Print SIRE Forms""'' Broad application possibilities Integrate Forms Management • Form Design and Layout Tools Enhance Security • Item Validation Easy Form Create and Design So many processes require the use • Tied Directly to Document y • Increase Organization Productivity and management of forms, including Management System applications, surveys, information Track Submissions forms, contracts, etc. The SIRE • Submittable Attachment Tool • Improve Customer Service Forms module creates, distributes, 24-hour Access processes, stores, and retrieves custom-made forms, all through the online, Web-Center interface. Electronic Document Management System RFP Page 28 SIRE Technologies' Response to the City of Rosemead, CA June 18, 2008 SERE. www stretechnologies com PRODUCT SIRE ERM (COLD) This module turns computer- generated data into searchable reports. The data-mining done by SIRE ERM lets you identify issues before they become problems, and maximize efficiency within your office. • • FEATURES Enterprise Solution High-Speed Data Transfer Form Design and Layout Tools Single Access Interface Searchable History Annotations • • BENEFITS Easy Transition Reduce Storage and Retrieval Costs Increase Employee Productivity Competitive Advantage Boost Customer Service Resolve Archival and Security Issues SIRE Workflow"m Customizable and Automatic Increase Productivity Routing . Streamline Processes • Auto-Notification • Balance Workloads Easily • Reporting Options • Track Progress Quickly Office processes that require the • Built-in Approval Options Improve Organizational Communication approval, insight, and action of Tied to Annotations and Complete Tasks Quicker multiple people, departments, or Revision Control committees can be difficult to manage • Resource Management efficiently. SIRE Workflow automates these processes, creating and Exception Handling managing workflows in real time. Highly Customizable • Collaboration Tools • Automated Routing • Supports FORMS SIRE Agenda Plus "m Enterprise Solution Reduce Time and Cost of Creating and Managing Agendas • Agenda Automation • Supports Item Attachments Add, View, and Approve Items from Your PC This module manages every step of . Supports Multi-level Approval • Input Items Only Once the agenda-creation and meeting Process Electronically Attach Files Including Staff management process, including Reports creating meetings, managing Minutes Maker approval of agenda items and related Summary Creation • Auto-Generate Agendas materials, searching meeting Record Meeting Minutes documents and much more. Optional Streaming Video , Distribute Agendas Without Photocopying • Complete Security Tools Search Agenda Content for Keywords and • Preset Meeting Types Phrases • Meeting Locator Work with Agendas Directly from Your • Compile and Formatting Tools Document Management System • Full Text Search of Minutes, Electronic Document Management System RFP Page 29 SIRE Technologies' Response to the City of Rosemead, CA June 18, 2008 SIRE- www s relechnologies.com PRODUCT FEATURES Agendas, and Summaries • Workflow • Modular Design • View BENEFITS • Control Security as Needed Web-Enabled SIRE Record Retention • Manage retention for both • Storage Marra TM 9er electronic and paper documents • Long-Term Integrity • Tackle legal requirements for Guaranteed Authenticity retention according to your specific organization Disaster & Access Security This module schedules maintenance Use saved searches to quickly Fast & Portable Accessibility and disposal of set up retention criteria records, files, and documents stored Work with retention schedules in your SIRE system. Retention from the same interface you use guidelines are automated to meet for other document management tasks audit and public access requirements. SIRE Administrator TM The Administrator tab lets you By associating users with SIRE Groups allows access management functions you to configure a set of permissions and apply for the SIRE Product Suite, them to multiple users by simply adding the including: Security, Cabinets, desired users to the group. This saves time and Licensing, and Settings. energy, because you don't have to set up the The SIRE Administrator module same permissions for each individual user. performs a variety of management The Security page within the tasks, including statistical reporting, Administrator tab allows you to Administrators have the ability to audit the view, create, edit, and entire system, including log in, view, edit, email, SIRE Utilities, and SIRE Agenda Plus administer SIRE users export, delete, add, check in, check out, save, • The Cabinets page within the and print. Administrator tab allows you to SIRE Administrator even has standard view, create, delete, configure, statistical and management reporting and cross-reference SIRE file capabilities. cabinets, and view, create, delete, and configure SIRE file • Permissions can be granted at the cabinet, cabinet views and SIRE file folder, and annotation levels or you can protect folder indexes. confidential words or paragraphs in individual documents using redaction capabilities. • The Licensing page within the Administrator tab allows you to The majority of tasks performed for the view the current license your management of the SIRE Product Suite are organization has purchased accomplished within SIRE WebCenter, from SIRE Technologies, including creating and managing user accounts, update your licenses, delegate security, cabinets, indexes, and system allocation of your license pool to settings. various departments within your organization, and view the current usage of SIRE licenses throughout your organization. Electronic Document Management System RFP Page 30 SIRE Technologies Response to the laity of Rosemeac!. CA SORE. June 18, 2008 www siretec:hnolc,gles.com D. SUPPORT/WARRANTY/MAINTENANCE WORK PLAN TO INCLUDE: Installation Site Preparation Plan Following contract execution, SIRE Technologies staff will visit the site with City of Rosemead to determine detailed site preparation requirements. Items to be addressed include: 1) Technical Environment 2) Hardware Resources 3) Network Architecture 4) Time Frame of Implementation 5) Project Objectives 6) Organizational Culture SIRE Technologies staff will use information gathered during the visit to prepare a Site Preparation Plan. The plan will specify, at a detailed level, the activities to be completed to make the site ready for system installation. The plan will specify activities to be carried out by SIRE Technologies staff and activities to be carried out by City of Rosemead staff. SIRE Technologies staff will submit the plan to City of Rosemead for approval. Following City of Rosemead review and comment, SIRE Technologies will make any necessary modifications, resubmit the plan to City of Rosemead and proceed with the site preparation responsibilities. Delivery and Installation Schedule Prior to contract execution, SIRE Technologies staff will review the hardware schedule with City of Rosemead staff. The purpose of the review is to ensure that City of Rosemead maximizes use of existing hardware and acquires only that hardware necessary to operation of the SIRE Technologies Software with acceptable system response time. The contract will include a final schedule of hardware to be acquired. Following contract execution, City of Rosemead Staff will order the hardware. Hardware will be delivered, configured and tested in City of Rosemead office. After sufficient testing and configuration, the City of Rosemead Project manager will sign-off on the system. City of Rosemead staff will take responsibility for uncrating the hardware, placing it at the locations agreed to in the site preparation plan, connecting power supplies, and connection the various pieces of hardware to the City of Rosemead network so that they will function in the networked environment. SIRE Technologies staff will test each piece of hardware within the system to ensure that it is processing system commands properly. SIRE Technologies staff will test the various software modules of the SIRE Technologies system on the hardware, and review programs files to ensure that all application programs are present. Electronic Document Management System RFP Page 31 SIRE Technologies' Response to the City of Rosemead. CA June 18. 2008 SORE. www siretechnologles.com SIRE Technologies staff will load a sample of documents into the system, including all types of drawings (A-E) and sample word processing pages. The sample will include approximately 200 pages. These files will be used by SIRE Technologies staff to test both the hardware devices and the various features of the SIRE Technologies system. SIRE Technologies staff will perform a complete system test of both the hardware and software before beginning system training. Education and Training SIRE Training SIRE's implementation includes comprehensive training courses, written documentation, workbooks, and videos that will allow the City to learn at your own pace. SIRE software is not only easy to install, but easy to use as well. As a result, training requirements are much less intrusive and time consuming when compared to other document management systems. SIRE provides on-site training at the City and we can also provide additional training as requested, either on-site or here at our SIRE training facility in Salt Lake City, Utah. In order to ensure the proper training of SIRE users and administrators, we recommend adherence to the following guidelines: ✓ We recommend that at least two individuals be trained as SIRE Administrators. ✓ We recommend not more than two people per workstation during training classes to ensure adequate levels of hands-on experience for each participant. ✓ Class sizes for User courses are not to exceed 10 participants. ✓ Class sizes for Administrator courses are not to exceed 4 participants. System Administrator Training We recommend that at least two individuals be trained on system administration. One would be the primary system administrator and the other would be the secondary or backup administrator. Training really starts during the installation process. SIRE project team members frequently discuss and include system administrators so they become familiar with all aspects of the system. Then, a number of days of formal training take place. User Training User training takes place after installation is complete. This is important whether the training is given onsite or at our training facility. Onsite training utilizes the newly installed system. Users can immediately begin using SIRE upon returning from in-house (at our training facility) training. Instructional Methods Training is entirely hands-on. Up to two people sit at each workstation with a maximum enrollment of ten individuals (somewhat flexible). Our basic training model consists of these four parts: Electronic Document Management System RFP Page 32 -If SORE ' ✓ Explain - The instructor offers students an explanation of the concept and its possible applications ✓ Demonstrate - The instructor shows students exactly how to perform the operation or how the ' concept works ✓ Practice - The students practice the concept using SIRE ✓ Evaluate - The instructor and students review the concept and practice performance. This gives ' students a chance to ask questions and give input Each User Training Course illustrates SIRE Viewer technology working with the document ' management technology, in order to demonstrate how the SIRE system should be used. The View, Scan Redline/Annotation and Database Administration Courses will be offered. ' SIRE VIEW User TRAINING covers searching in SIRE and viewing documents in the SIRE Viewer, then sending e-mail messages or faxing and reporting on the database information. ' Scan= User Training covers scanning and indexing documents in SIRE database and then performing Quality Control on them in the SIRE Viewer. ' Annotate User Training covers making and editing Annotations on documents in the SIRE Viewer and linking them to other documents via the SIRE database. ' SIRE Database Administration Training covers setting up permissions for groups and users in SIRE and the SIRE Viewer, configuring projects and distribution lists and Database management. SIRE System Administration ' - Training covers the configuration of the SIRE Viewer, Database, and SIRE's Server Software. This course usually conducted at the direction of the Project Manager (content and duration of this course is site dependent). Each course lasts 3.5 hours, except the Database ' and System Administration Courses, which last 7 hours. All users of the system should attend the end user Viewing Training. Only personnel scanning new documents into the system should attend the Scan/QC training course. It is up to the organization to determine if ' Annotation training is needed at this point in the document management implementation process. The system Administrator and the Database Administrator should attend all the courses. ' Additional Training Opportunities ' SIRE holds its annual SIRE RoundTablel users conference each September. The conference is a three-day event with classes tailored for users, managers, and system administrators. SIRE RoundTable helps customers learn how to get the most out of SIRE ' and learn about the latest industry trends, legal issues, and technologies. The conference is a great networking opportunity for customers as well. 1 ' Electronic Document Management System RFP Page 33 E SIRE Technologies Rest,nnsc to the C:it/ of I usem~~,d. CA SOR June 18. 2008 .,.rw ~ieh_chnolugies com SIRE offers training opportunities for on-site administrators of SIRE systems, for end users of the SIRE Product Suite, and for users and administrators of specific applications within the complete SIRE Suite. Training can be as informal as working through an online tutorial during a lunch hour, or as official as attending a SIRE training conference held at SIRE Technologies headquarters in Salt Lake City, UT. SIRE also offers certification on its products for advanced users and administrators of SIRE systems. SIRE certification officially recognizes a certificate-holder as a trained professional in the use and/or administration of SIRE software, and is a prestigious acknowledgement of valuable skills within Electronic Document Management CompTIA CDIA+TM Certification -SIRE provides CompTIA CDIA (Certified Document Imaging Architect) training and testing for our clients. The CDIA credential validates the knowledge of professionals who deliver document imaging solutions. It is a vendor-neutral certification that proves expertise in the technologies and best practices used to plan, design, and specify a document imaging, management system. Testing and Support SIRE Technologies staff will perform a complete system test of both the hardware and software before beginning system training. SIRE Maintenance & Support SIRE personnel provide all maintenance and support for supplied hardware and software. SIRE endeavors to provide single source and immediate services. SIRE is a user and administrator-friendly system that requires very little maintenance once the database is set up initially. SIRE has planned major releases approximately every 6 months in April and October. Phone support for all updates is included in annual maintenance fees. Your assigned implementation specialist and the SIRE support staff will provide all technical support during implementation. Your project manager will track any issues during implementation to ensure timely resolution. After system go-live, support and issue tracking will transition fully to the support staff. A hotline and/or SIRE Web support is available for all system difficulties during the agreed to support hours. Most software problems can be solved through the use of either telephone support or a Web logon within a very short period. SIRE support is unique in that there is direct access to the software developers of the SIRE software, avoiding the necessity to deal with remotely located third party developers. Electronic Document Management System RFP Page 34 SIRE t ochnolugws kc!,,ponse to the City, .4 Flusem~_>r,d CA SIRE. June 18, 2008 . I I . www siretechnologies.com Support SIRE provides phone support 24/7, 365 days a year, with a minimum of a 4-business hour response time. Standard maintenance includes regular software updates with phone support available to install the updates. In the event of a component failure, a call from the City describing the problem would be made directly to SIRE who would then coordinate with the City personnel to perform the service. A hotline and/or SIRE Web support is available for all system difficulties during the stated support hours. Most software problems can be solved through the use of either telephone support or remote desktop support via the internet. We currently use Webex for remote desktop support. Incident Handling & Escalation Standard support issues received from e-mail or voice mail should receive a response or notice of acknowledgement within 4 business hours (same business day if possible). Higher level issues, which typically come in by phone, receive immediate attention, with priority going to clients having more critical issues. All support responses are handled initially by a support representative. When necessary, issues are escalated first to a member of the development staff, then to the head of development, if a resolution is not found. Operation Manuals/Handbooks/Documentation Warranty Maintenance Documentation As part of the Maintenance Agreement SIRE provides the following documentation in both written and on-line formats for all new clients: • User Guides for all purchased products. • System Administrator Guides for all purchased products. • Training materials for all training sessions. • Quick Reference sheets for the relevant products. Upon award of contract SIRE will provide four (4) hard copies and one modifiable electronic copy of all documentation to the City, which you are able to reproduce. With each new release, clients will get the latest user and administration guides in electronic format on the SIRE product CD. Conversion At this time there has been no request for conversion. However, SIRE Technologies has the ability and the tools to convert images and index criteria into the SIRE database. Electronic Document Management System RFP Page 35 SIRE 1 echnoioyies Respon Fr to V e C-11 q Rol n e ,.i t_;.A s ORE. June 18, 2008 www siretechnnlugies com Spare Parts At this time there is no requirement for spare parts. SIRE Technologies is not proposing any hardware. Maintenance Warranty Periods & Maintenance Options The initial software warranty period is 90 days. The following post-warranty options are available. Level One - This maintenance level provides support five days per week, eight hours per day excluding recognized holidays. Level Two - This maintenance level provides support five days per week, 24 hours per day excluding recognized holidays. Level Three - This maintenance level provides support seven days per week, 24 hours per day. Software Maintenance Software maintenance is provided as part of all levels of support and provides the following 11 services to users: • 1 hour telephone response during normal business hours for high priority software queries via the 800 telephone line • Free software upgrades and documentation for all licensed software • Phone support for all upgrades/updates • Remote web support diagnostics via the internet and/or PC Anywhere • Participation in product "wish lists" or new capabilities for future software enhancements • Participation in discussions relating to future product development strategies ' • Participation in SIRE RoundTable User Conference • Free update service for User Documentation • Support of current release plus two prior releases 11 11 11 11 Electronic Document Management System RFP Page 36 11 SIRE Technologies Responsu. to the idly of Posemu~ ao LA SORE June 18, 2008 www sirelechnolopes.com 1 Test Equipment SIRE Technologies will use the testing equipment and methodologies needed to assure proper hardware and software for maximum efficiency and operating speed of EDMS capabilities. Impact on Current System System Acceptance Test SIRE Technologies staff will develop a structured plan for testing of the various subsystems and the entire system by City of Rosemead. It will identify critical system functions to be tested repeatedly and will include specific tests to be conducted. This function will be carried out under the direction of the Project Manager. SIRE Technologies staff will deliver the plan and review it with appropriate City of Rosemead personnel. SIRE Technologies will submit a final draft of the plan to City of Rosemead for written approval. This plan will take into account various phases of the project as identified in the Implementation Plan. Following installation of the hardware and software and testing of the system by SIRE Technologies staff, SIRE Technologies will submit the entire system for acceptance testing by City of Rosemead. The test should ensure that the system and the purchased hardware and software meet all agreed-on functional requirements, security requirements and performance requirements. The test will also ensure that the documentation and operational procedures are complete and accurate. City of Rosemead staff will test the system in accordance with the system Acceptance Test Plan and document all failures and discrepancies. SIRE Technologies will document all responses. SIRE Technologies does not expect any negative impact on the city's existing hardware or network system. I i Schedule I I I I I I Provide a schedule on each phase of the proposed project beginning with program development and ending with the date of operation. The schedule must include all tasks that will require time in the SIRE will meet with the city upon award of a contract and create a Project Plan for the work specified and proposed for this response to the RFP. We will attach a sample Project Management or Electronic Document Management System RFP Page 37 SIRE Technologies' Response to the City of Rosemead. CA June 18 2008 SIRE. wvww siretechnologies corn Tentative Project so that you can see how we can identify and project the time line for each of our projects. Tentative Project Plan SIRE has included a sample Project Plan located below that delineates the installation and other various activities associated with installing an Agenda Management solution. The sample project plan on the following page is based on SIRE's past experience with other clients with similar requirements for agenda management. This is only a sample schedule, although based on the needs of the City as outlined in the RFP. Exact dates, deadlines, additional tasks, trips, etc. will be discussed, outlined, and agreed upon by SIRE and the City during contract negotiations. ID 1 Task Description Agenda Management Components Duration Total: 70.days (d) Resources/Staff 2 Contract Signing 1.d CPM, SPM 3 Provide Hardware specifications 1.d CPM, CS, SPM 4 The City will order any hardware not already received 1.d CPM, CS, SPM 5 Project Kickoff 1.d CPM, CS, SPM 6 Review Initial Project Plan 1.d CPM, CS, SPM 7 Conduct Project Kick-Off Meeting 1.d CPM, CS, SPM 8 Review project requirements & initial project plan w/ City 1.d CPM, CS, SPM 9 'City approval of initial plan and schedule CPM, SPM 10 Phase I 9.d 11 Initial Business Analysis Interviews 1.d CPM, CIT, CS, SPM, SIS 12 Agenda management and workflow needs 4.d CAS, CWA, SPM or SIS Electronic Document Management System RFP Page 38 SIRE Technologies' Response to the City of Rosemead. CA June 18. 2008 SIRE. .vrdw siretechnologies com ID Task Description Duration Resources/Staff definition FitGap analysis between existing system 13 & 2.d CPM, CIT, SPM, SIS SIRE. Data conversion mapping from old system 14 2.d CIT, SIS to SIRE 15 Data Conversion Sample Test 1.d CIT, SIS Create & Refine Requirement/Design 16 6.d CPM, SPM Specification and Plan 'Deliver Require. Spec. Doc. (RSD) & 17 1.d CPM, SPM Plan for City Review Phase II: Project Plan/Schedule 18 15_d SPM Development 19 City reviews RSD and Plan 10.d CPM, CS 20 Resolve questions/issues, refine plan 10.d CPM, SPM, SS 'Formal Approval of Specifications, Plan 21 1.d CPM, SPM and Schedule 22 Hardware Received, Installed, and Tested 10.d CPM, SIS SIRE installs Agenda Plus/SIRE on 23 5.d CIT, SIS server SIRE installs SIRE Admin Console on 24 5.d CIT. SIS Admin workstations 25 Basic System Configuration & Testing 5.d CIT, SIS Initial System Admin Training for Testing 26 and Pilot 5.d CIT, CIA, SIS Electronic Document Management System RFP Page 39 SIRE Technologies' Response to the City of Rosemead. CA June 18. 2008 SERE. www siretechnologies.com ID Task Description Duration Resources/Staff Initial User Training: Search, Retrieval, 27 Agenda Mgmt & Viewing for Testing and 5.d CIA, CIT, Pilot 28 Phase III: Testing and Pilot 25.d 29 Create Plan for periodic Quality 1.d SPM Assurance 30 Install, Configure Parallel System Test 4.d CIT, SIS Configure and test initial workflows based 31 10.d CIT, SIS on RSD 32 Workflow Admin training 2.d CIT, CWA, SIS 33 Develop & install interfaces based on 20.d CIT, SIS, SD RSD Workflow Functional Test - Test System 34 5.d CIT, CWA, SIS resolve issues 35 Integration Functional Test - Resolve 5.d CIT SIS Issues . Conduct System Parallel (Pilot) test on 36 5.d CIT, CS, CAS, SIS Base SIRE System 37 'City Sign-off of successful Pilot test CPM, SPM 38 Phase IV 16.d Confirm, implement and test any needed 39 4.d CIT. SIS changes 40 Create Implementation and Training Plan 3.d SPM, SIS Provide Implementation 8 Training Plan 41 to 1.d SPM City Project Team Electronic Document Management System RFP Page 40 SIRE Technologies' Response to the City of Rosemead. CA June 18. 2008 SIRE. VdWW 51retcchnologies.com ID Task Description Duration Resources/Staff 42 'City Approval of Implementation. & 2.d CPM, SPM Training Plan 43 Execute Implementation Plan 8.d 44 Implementation/Go-live Issue resolution 6.d CIT, CIA, SIS, SPM, SD 45 Follow-up System Admin Training 2.d CIT, CIA, SIS, ST 46 User Training 4.d CIT, CIA, CAS, CS, ST 47 Base Agenda and Doc Mgmt System 3.d CS, CPM, SPM, SIS Go-live 48 Assess Integration & Workflow status for 1.d CIA, GPM, SIS, SD, SPM possible implementation 49 'City Sign-off of successful Go-live CPM, SPM 50 Acceptance Testing 2.d CPM, CAS,SPM 51 City Sign-off of Acceptance 1.d CPM, CAS,SPM RESOURCES: CPM = City Project Mgr SPM = SIRE Project Mgr. CIT - City IT Staff SIS a SIRE Implementation Specialist CIA = City IT Admin SS = Various SIRE Staff CS =Various City Staff SD = SIRE Developers CAS = City Agenda Staff ST - SIRE Trainer CWA = City Workflow Admin Electronic Document Management System RFP Page 41 SIRE Technologies' Response to the City of Rosemead. CA June 18, 2008 E PRICINGTEES SORE. www siretechnologies.com showing a breakdown by item. Be sure to include all items necessary to render project complete operational. Does the purchase price include each of the following? SIRE Technologies proposal will be placed in a sealed package within each proposal submitted to the city. Pricing document will contain pricing for Project Management, Installation and training. Each service will be charged by the hour. Extended training or training needed after the initial installation will be charged at the same rate per hour. 2. Pricing document will include all testing and support pricing, both at initial installation as well as on-going support costs. SIRE Technologies personnel provide all maintenance and support for supplied hardware and software. SIRE Technologies endeavors to provide service that is at one single source and immediate. In the event of a component failure, the call from City of Rosemead describing the problem would be made directly to SIRE Technologies who would then coordinate personnel to perform the service. A hotline is available for all system difficulties during the above hours. Most software problems can be solved through the use of either telephone support or an on-line support call within a very short period. 3. Operation manuals/Handbooks/Documentation? All SIRE EDMS Operation Manuals and Handbooks will be presented to technical staff and end users. SIRE provides a complete set of digital manuals and handbooks that can be used by the city as needed. SIRE Technologies will still retain their copyright on the manuals and handbooks. Electronic Document Management System RFP Page 42 SIRE Technologies Response to tic City of f~os ni. a 1 CA SORE. June 18. 2008 www siretechnologles cum 4. Warranty? State details and time period. J SIRE provides a 90 day warranty period after sign-off or acceptance by the city. After the 90 day warranty period, an annual software maintenance agreement will be implemented with the city for on-going support and maintenance of the SIRE system. SIRE provides any test equipment and/or testing processes to test the hardware and software for the best operation and speed of the system. 6. There will be no spare parts required under the initial contract for EDMS for the city. SIRE Technologies is not proposing any hardware in this proposal. There are no proposed modifications required for the software and services proposed in this response to the RFP. SIRE Technologies issues two major upgrades each year for the advancement of the SIRE EDMS and Agenda Automation software products. These are furnished at no cost to the city. These upgrades will be issued by CD and SIRE Technologies technical staff will offer support help if required by the city at no charge. F. SUPPORTING MATERIALS/ADDITIONAL INFORMATION Various questions included in this by section and number. Submitters are requested to include with their proposal copies of descriptive literature sufficient in detail to enable an intelligent comparison of the specifications of proposed with that of the requirements stated herein. Corporate Products Reviewed SIRE is an integrated electronic document and agenda management product suite. We say "integrated" because SIRE fits seamlessly into any organization due to our software's modular design. This modular design allows for future enhancements at your own pace. One of the major advantages of SIRE over our competitors is our scalability. We just don't centralize on one core area of document management; rather we focus on increasing our ability to provide for a total Document Management solution. Electronic Document Management System RFP Page 43 SIRE Tcchnologlc5 Resparlse to tho City or Rl ~ern!:ati (-A SORE. June 18, 2008 u wovw slrelechnologlcs com There is significantly more to scalability than just adding user licenses. True scalability includes the ability for the addition of new departments wherein separate file cabinets, unique access rights, and integrations with 3rd party systems unique to that department may be needed. All of this must be performed without negatively impacting any of the other departments in the organization - while allowing other departments to tie in workflows and access documents (with permissions) that originate other departments in the organization. Moreover, there is also a difference between adding a read- only license and a scanning license. Some users will only access stored documents occasionally. Others will constantly access the system through scanning, workflows, or document annotation. SIRE FileCenter.NETTM SIRE FileCenter.NET is a stand-alone application that provides access to all of the file search and view functions available through SIRE WebCenter. Additionally, many of the features of SIRE FileCenter.NET cannot be accessed through SIRE WebCenter. As such, FileCenter.NET is the primary interface for many SIRE users to search, view, print, e-mail, annotate, process, reproduce, dispose, and review electronic documents in the SIRE system. With SIRE FileCenter.NET, adding and managing scanned paper documents becomes as easy as SIRE FiIeCenter.Net [testuser] FT -1w, Fw-ente Fold'~eerr1 Bock ~ ks Optms VN,d- tleb ❑f~ 19 ® r 91 G 0 CebnoG ^ ~mM+r 6ti Ad--d '0 Ind- M- C- C.16-0 -_J SOL hd S-4 Electronic Document Management System RFP Page 44 retrieving electronic files in your computer. It provides an easy interface to access all your files. It also interfaces seamlessly with the NetViewer, giving you the ability to display files of over 300 different file SIRE Tecilnoiogles Response to thL: City of Rosemead CA B 0 FEE. June 18, 2008 ' ✓'eh,'V✓ ~'£tPChn,~IC7gIriS corn types without the need to have the native application on a workstation. SIRE FileCenter.NET also manages retention schedules and workflow processes, and uses revision control for these electronic documents. Using SIRE FileCenter.NET as an essential part of your electronic document management system allows you to significantly reduce physical storage space while rendering documents portable and remotely accessible for fast retrieval by multiple users simultaneously. SIRE WebCenterTM The online side of FileCenter is SIRE WebCenter, which provides immediate access to your documents or agendas from anywhere, at anytime. SIRE WebCenter is the Web-based application used to access and view files in your SIRE system, manage items in your workflow queue that require your action or approval, access and submit forms created through the SIRE Forms application, and (if you have Administrator access to the SIRE system) manage the SIRE Product Suite. SIRE Welcome to SIRE WebCenter, your online access to the SIRE Electronic Content Management System. WebCenter lets you access documents in your SIRE System from any Intern et.ready computer, anywhere In the world Search, view, print, and email your most impo rlartt documents at the touch of a button. Manage your wor"awwith greater productivity. Submit forms online Manage your SIRE system. WebCenter is truly a universal solution. There is no special software to download and no special training required, just use any web browser to log on. WebCenter is not difficult to use either. Its intuitive interface provides a simple, easy-to-understand approach to document retrieval. Whether you're in business, government, or education, you want to "see" the impact your investments have on your organization. We like to call this your "Visual Return on Investment". Electronic Docurnent Management System RFP Page 45 11 n u SIRE Technologies' Response to the City of Rosemead CA June 18, 2008 SORE_ www siretechnologies com Because it brings the power and functionality of SIRE online, SIRE WebCenterT'M amplifies SIRE's benefits through access, portability, and distribution. Access - Just like SIRE FileCenter.NETTm, SIRE WebCenterTM provides access to all your documents and agendas, but online. You can view documents in over 300 file formats without needing their native software applications. And of course, you never need to worry about security. Portability - Leave your file cabinet at the office, but take your information with you wherever you go. That's what makes SIRE WebCenterTm so great. You can access your documents and agendas from any Internet-ready PC no matter the place or time. Distribution - You're not the only one who can take advantage of SIRE WebCenter's portability. You can share your information with clients and co-workers easily. They just logon, search, and view. SIRE Capture.NETTM Complete document lifecycle management begins with SIRE Capture.NETTm, the tool that facilitates your document management end-to-end process. SIRE Capture.NET provides the ability to rapidly scan your documents in large quantities called batches. For low volume scanning, our Scan to Folder option may be used to enter documents into the SIRE application. SIRE Capture.NET also provides the ability for those documents to be indexed efficiently with many supported indexing tools such as bar code recognition at the time of scan. SIRE Capture.NET allows you to keep your scanning station productive by routing scanned batches to another workstation to be indexed. This process creates an effective method for streamlining the paper process by continuously digitizing all incoming documents upon receipt. Indexed documents can then be filed and/or become part of a workflow. A document can be automatically sent through a review process and combined with other electronic documents as part of an electronic file. The indexed information can be integrated with other Electronic Document Management System RFP Page 46 t SIRE Technologies' Response to the City I_,f Rus,~niu,iu CA SORE June 18, 2008 tti':v:v sr~G~; hnob~aies com applications in the organization to help prevent double entry. Scanned images are converted to a non- proprietary format allowing you to view the image in virtually any image viewer including most web browsers. SIRE Capture.NET has a unique interface that allows the user to graphically represent indexed documents. What the user sees in the Capture interface is exactly how the documents will appear in SIRE FileCenter.NET. Capture also includes "Zone Optical Character Recognition" and Automated Indexing. SIRE Capture.NET incorporates the best Optical Character Recognition (OCR) technology available. This facilitates easier retrieval and speeds up the indexing process. These additions work together to create precise electronic versions of paper documents that are then automatically sorted, labeled, and filed in appropriate system folders. SIRE Auto-IndexTM The SIRE Auto-Index feature builds upon Optical Character Recognition technology to automate the indexing of scanned documents. SIRE Auto-Index results in rather dramatic reductions in the time required to index and validate documents, improved accuracy, and increased productivity. Unique Features of SIRE Auto-index SIRE Auto-Index has been designed to maximize efficiency in document indexing. Specific characteristics and features of SIRE Auto-Index contribute to this efficiency, including: R does Default Sctipt Functions Load ar-r~•r~.ln,~, al*frn.,• .rlw~.~aKa anv+ti nF•v a-+~rt, .I;; ~r__wlt!d it, ii1a v, uw,uy a;d utlr, tx r u oetm -,a. being. rishe'•:e helxi Leside Deslaes aro-; r, r.anr. ra.t=e, r>utsos, ros t rm -erra nh =11n"ln rnl -"llri rrt7l ~,In~"t -nrt:.,n•' r'lr 6 hI , ILIIr•~rnl 'r. I! R• L U r'-.'r' 1k I'J. hin•I e,ji :ah.. et, etr, eoQn, ever rrrr fwr. !tr,m+•,!n.rr.!!Oa>. 1, 7Cttlry, 9'.°_P, G^A7C. h3, 11r Ucrnq qtw 'i..• ih 't, Ii.wo,y 'r t t In 90, I ,.-4) 1 ,rw,- t,t rn.e~f, tni ilit dti. hiiyrlu hy, to Ajb t. h[ ~.:cme. r';1kaie1tricc:t-_itrm.Irrcfar,in: r• bn1 rx la nn 1..J etety, Isrr . Iat►r1 . I. Form Recognition ui I u . 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Irtll. u'•n, Iqr. :'r :i' •udtltt y~., r...:n`. •_el'I I, M':t '.vti+'l vvi vt'.u Ai -I _•.-v- MILIv.+ t L'!'~ -M v-. le, Hitt er ~ :yt Y>: .vhve .rr. wtnc le, w 1 :.I ,A)n" ,,Yr. rrT, ,a + Ali 1 Nu Electronic Document Management System RFP Page 47 11 11 11 11 1 11 11 11 SIRE 1 ochnologies Response to the City of Rnscnlt vi ~:A S ORE- June 18. 2008 c www srretechnologies.com Batch Indexing - Batch Indexing lets organizations scan a set of documents that might not even be related to one another, and apply rules for the indexing of each individual document. Optical Character Recognition identifies unique document features that correspond to pre-configured Document Types. Each Document Type is associated with a comprehensive index template that labels each individual document for storage and future retrieval. Values for each index within this template are either pre-set, or are identified directly from the text of the document itself, using Optical Character Recognition. Quality Control - Even though SIRE Auto-Index is highly accurate in and of itself, organizations can double-check document indexes quickly, and modify indexes easily when errors are discovered. "Rubber band OCR" features let quality control users highlight the portion of a document that contains the correct index value. Optical Character Recognition extracts this value from the document, and automatically inputs it in the selected index. Auto-Indexing can be configured to notify users when it is unable to identify some or all of the necessary data elements used to index a scanned document. When this occurs, users can quickly rubber band index values manually. Zone Indexing - Batch auto-indexing presents a unique set of challenges. Using OCR to read every page of every document in a batch can significantly hinder the performance of auto-indexing. SIRE counters this problem by only reading the document until it finds the data that it needs. Once the data is found, it stops reading and moves onto the next document. SIRE uses zone indexing to identify the precise locations where index values will be extracted from document text using Optical Character Recognition- Document types can be configured to automatically identify and extract data from the text content of a scanned document. Two forms of zone indexing further reduce the time required to identify the required data fields. Static Zones - Some document types record the same data in the same location of the document every time. For example, the date and invoice number on an invoice are generally recorded in the same place every time an invoice is generated. After SIRE Auto-index identifies the document type associated with a scanned document, Optical Character Recognition is performed on all static zones configured for that document type. Values for indexes associated with static zones are input into the index template. SIRE even accommodates document anomalies such as irregular margins. Key Zones Some document types record data in various and unpredictable locations on document. Key zones let SIRE Auto-index identify and record key data regardless of where the data is located on the document. External Data Validation & Uniformity - To achieve 100% accuracy and virtually eliminate the need for human intervention and validation in the indexing process, SIRE has an optional feature which allows it to access a disparate database (such as a mainframe) to augment and validate data extracted from a document. In this way, SIRE records index values the same way every time, avoiding the problems of abbreviations and misspellings. When accessing a database is not feasible or possible, SIRE offers a Lookup List option that double checks data from the documents against the lookup list in the same manner as the database. The lookup list can be imported from an existing data source to avoid timely setup. Auto-Population - Moving beyond the ordinary bounds of indexing, SIRE provides the ability to draw specific data fields from a document, validate the data against the database, then automatically populate the index fields with related data from the database. For example, when a document contains only the identity of a parcel of land, database records can be accessed to add addresses, zoning and other Electronic Document Management System RFP Page 48 11 SIRE Technologies' Response to the City of Rosemead, CA June 18, 2008 Sslretechnologies cool information associated with that parcel of land. SIRE automatically populates index fields labeling the document with both the plat information extracted from the scanned document itself, and the address, zoning and other information from the database. ❖ Barcodes and Patch Codes -SIRE can read barcodes printed on, or attached to scanned documents, and populate index fields from barcode data. SIRE has the ability to both file and append (or collate) pages to a document using barcodes. SIRE also reads patch codes to easily separate multiple page documents from one another. -le Speed & Accuracy - in initial testing of SIRE Auto-Index, users have achieved up to 100% accuracy in document indexing. Quality control users have been able to reduce the time of the indexing and validation process from an average of two minutes per document (testing a 5 page document with 6 index fields) to approximately 17.5 seconds. Average indexing time per page is approximately 4 seconds in these tests. SIRE Viewer TM The SIRE Capture.NETT11 feature will allow the City to store and view PDFs, HTML, Tiffs, Excel, JPEGs, etc. The SIRE Viewer T11 feature within Capture supports close to 300 different file types in their native formats without the need for the native application, including black and white or color I )Nett.. 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Taba Status File loadUd.fpy prim yyl Layer Ter1 Global Laye) Re 5 of 6 Page 1 of 6 Culsol x:233y I ;k photos. SIRE also allows the creation of compound documents: a single document comprised of multiple different file formats, all of which can be viewed in the SIRE Viewer provided they are the Electronic Document Management System RFP Page 49 SIRE Technologies Response to the City of Ro enie i i Cti SORE. June 18, 2008 y www siretechnologles corn supported file types. Non-supported file types can be automatically launched in the native application if it is present on the viewing workstation. Supported file types can be viewed in a client environment or from a browser, without native applications including supported AutoCad files. SIRE Viewer and the viewer capabilities in Capture.NET provide the following robust functionality: ✓ Users can scroll and page up and down within a document. ✓ Users can browse forward or backward through documents when making edits or just viewing. ✓ Users can resize windows. ✓ The retrieval screen can display both the index and the imaged document simultaneously side- by-side. ✓ Users in SIRE Capture.NET can index documents while looking at the documents on the screen. ✓ Users can browse through documents and quickly retrieve selected pages. ✓ Users can print groups of pages from a long document by simply identifying the range of page numbers. ✓ Users can simultaneously display two pages of the same document side by side. ✓ Users can simultaneously display two or more pages of different documents side by side. ✓ Users can view hit lists, thumbnails and first pages of documents while selecting documents to view. ✓ Zip files can be decompressed directly in the Viewer ✓ Submission of a reason for viewing a file can now be required and logged The SIRE system has a robust user interface supporting all the latest viewing options, including but not limited to the following. ✓ Zoom In, Zoom Out, and Zoom Select ✓ Image Pan ✓ Image Crop ✓ Image Cleaning ✓ Files can be viewed at various magnifications, including 50%, 75% ,150% etc. ✓ Move First, Move Previous, Move Next, and Move Last ✓ Goto Page, Page Previous, and Page Last (for files with multiple pages) ✓ Rotate 90° Right, Rotate 90° Left, Rotate 180° ✓ Fit Height, Fit Width, Fit Page ✓ Show Layers and Show Colors ✓ Thumbnail viewing ✓ Select and view specific pages (Go to page) Users can simultaneously view multiple images of various types while working with data entry in another window. Multi-page documents can be easily navigated using arrow icons in the viewer or using the arrow keys on the keyboard. The SIRE Viewer supports close to 300 file types in their native file format. Different supported file types can be combined into a single electronic document and viewed as a "compound document" in the viewer. Electronic Document Management System RFP Page 50 SIRE Technologies' Response to the City of Rosemead. CA June 18 2008 SORE_ www stretechnologies. coin SIRE has included a listing of the files supported by our system below for the City's review. File Formats Supported by SIRE Viewer ASCII Text Microsoft Word for Mac Ami Draw (Sow) UNIX TAR HTML Microsoft Works for Mac AutoCAD Interchange and Native Drawing formats (DXF and DWG) ZIP IBM FFT Novell WordPerfect AutoShade Rendering (RND) Microsoft Outlook Folder (PST) IBM Revisable Form Text Access Binary Group 3 Fax Microsoft Outlook Message (MSG) Microsoft Rich Text Format (RTF) dBASE Bitmap (BMP, RLE, ICO, CUR, OS/2 DIB & WARP) MIME Unicode Text DataEase CALS Raster (GP4) Executable (EXE, DLL) UTF-8 dBXL Corel Clipart format (CMX) Executable for Windows NT EBCDIC Enable Corel Draw (CDR) Microsoft Project WML First Choice Corel Draw (CDR with TIFF header) vCard DEC WPS Plus (DX) FoxBase Computer Graphics Metafile (CGM) ABIC (compression) DEC WPS Plus (WPL) Framework Encapsulated PostScript (EPS) AFP DisplayWrite 2 & 3 (TXT) Microsoft Works for Windows GEM Paint (IMG) AFX DisplayWrite 4 & 5 Microsoft Works (DOS) Graphics Environment Mgr (GEM) ASCII Enable Microsoft Works (Mac) Graphics Interchange Format (GIF) AVI First Choice Paradox (DOS) Hewlett Packard Graphics Language (HPGL) BMP Framework Paradox (Windows) IBM Graphics Data Format (GDF) BRK IBM Writing Assistant Personal R:BASE IBM Picture Interchange Format (PIF) (30X, BTR) Lotus Manuscript R:BASE 5000 Initial Graphics Exchange Spec (IGES) CALS MASS11 R:BASE System V JBIG2 CCITT Microsoft Word Reflex JFIF (JPEG not in TIFF format) CGM Microsoft Works Q 8 A JPEG (including EXIF) CLP MultiMate SmartWare II Kodak Flash Pix (FPX) CUR (WIN) Electronic Document Management System RFP Page 51 SIRE Technologies' Response to the City of Rosemead. CA June 18. 2008 SIRE. www siretechnologies.com Navy DIF Enable Kodak Photo CD (PCD) CUT Nota Bene First Choice Lotus PIC DCM Novell WordPerfect Framework Lotus Snapshot DCX Office Writer Lotus 1-2-3 (DOS & Windows) Macintosh PICT1 & PICT2 Deflate (compression) PC-File Letter Lotus 1-2-3 (OS/2) MacPaint (PNTG) DIB PC-File+ Letter Lotus 1-2-3 Charts (DOS & Windows) Micrografx Draw (DRW) DGN PFS:Write Lotus 1-2-3 for SmartSuite Micrografx Designer (DRW) DOC Professional Write Lotus Symphony Micrografx Designer (DSF) DWG Q&A Mac Works Novell PerfectWorks (Draw) DXF Samna Word Microsoft Excel Charts OS/2 PM Metafile (MET) EPS SmartWare II Microsoft Excel Macintosh Paint Shop Pro 6 (PSP) EXIF Sprint Microsoft Excel Windows PC Paintbrush (PCX and DCX) FPX Total Word Microsoft Multiplan Portable Bitmap (PBM) CCITT G3 (compression) Volkswriter 3 & 4 Microsoft Works for Windows Portable Graymap (PGM) CCITT G4 (compression) Wang PC (IWP) Microsoft Works (DOS) Portable Network Graphics (PNG) GIF WordMARC Microsoft Works (Mac) Portable Pixmap (PPM) HPGL, HPGL/2 WordStar Mosaic Twin PostScript (PS) HTM WordStar 2000 Novell Perfect Works Progressive JPEG ICO XyWrite PFS:Professional Plan Sun Raster (SRS) IFF Adobe FrameMaker (MIF) Quattro Pro for DOS StarOffice/OpenOffice Draw for Windows and UNIX IMA Hangul Quattro Pro for Windows TIFF IMG (GEM) JustSystems Ichitaro SmartWare II TIFF CCITT Group 3 & 4 IMG (Xerox) JustWrite StarOffice/OpenOffice Calc for Windows and UNIX Truevision TGA (TARGA) IMT Legacy SuperCalc 5 Visio (preview) IOCA (ICA) Lotus AMI/AMI Professional VP Planner 3D Visio JPEG (JFIF) Lotus Word Pro Corel/Novel) Presentations WBMP JBIG2 Electronic Document Management System RFP Page 52 SIRE Technologies' Response to the City of Rosemead. CA June 18. 2008 SIRE. w,,vw siretechnologies com Microsoft Windows Write Harvard Graphics for DOS Windows Enhanced Metafile (EMF) JPEG 2000 Microsoft Word for Windows Harvard Graphics for Windows Windows Metafile (WMF) (Part 1 JP2) Microsoft WordPad Freelance for Windows WordPerfect Graphics (WPG 8 WPG2) JPEG 2000 Microsoft Works for Windows Freelance for OS/2 X-Windows Bitmap (XBM) (Part 2 JPX) Novell Perfect Works Microsoft PowerPoint for Windows X-Windows Dump (XWD) KFX Novell/Corel WordPerfect for Windows Microsoft PowerPoint for Mac X-Windows Pixmap (XPM) LV Professional Write Plus StarOffice/OpenOffice Impress for Windows and UNIX GZIP LZW (compression) Q&A Write for Windows Adobe Photoshop (PSD) LZA Self Extracting Compress MAC StarOffice/OpenOfce Writer for Windows and UNIX Adobe Illustrator LZH Compress MJ2, MJP2 (Motion WordStar for Windows Adobe FrameMaker graphics (FMV) Microsoft Binder JPEG 2000) MacWrite II Adobe Acrobat (PDF) UUEncode MO:DCA UNIX Compress MPEG video streams(1,2, and 4) MSP NCR OS2 BMP PACKED (compression) PBM PCT (PICT) PCD PCX Electronic Document Management System RFP Page 53 SIRE Technologies ' Response I,-) the City r,f Ra elnc a, CA SIRE- June 18. 2008 v w v slretechnologies.com SIRE FormsTN1 SIRE Forms lets you quickly design and publish electronic forms that users can complete and submit online. SIRE then processes the forms and either uses them to kick off a business process in SIRE Workflow or stores them for later retrieval. SIRE Forms allows you to create electronic forms either from scratch, or based on an existing electronic or paper form your organization currently uses. Data fields are created and associated with form fields. When the form is filled out online, the data fields provide information useful for other tasks such as in SIRE Workflow, populating index fields, or creating a document in a SIRE Cabinet.lf your form is based on an existing paper form, you can scan it and use it as a "background" for your SIRE form. You can then create data fields and place them at specific locations on top of the background image. The layers of the completed form appear identical to the original, but can now easily gather data electronically. You can also take existing electronic forms created in Microsoft Word or Excel, and import them as SIRE forms, utilizing the existing data entry fields as SIRE data fields to store information in within your SIRE system. Pages Sections Fields .,.1, i'i ~s d V Page 7 Section 1 caption ft 0nBlut ® OnChange B OnCbck B OnDblClick B OnFocus -<s OnK..yDown ® OnKeyPress B OnKeyUp ® OnMouseDown ® OnMouseMove B OnMouseOut B OnMouseoym IS OnMouseUp + [I] item-notes Fite Attachments Annotations y SOI~t3 B GlobalScipts IS, OnReset ® OnSubmit $ Server Scripts o„ 9., I r t- OnSub.:L (O Funct son _ ~n ValidateFieldfl F--tiara 4 Col i 12 Line Col 2i (Name) Submit Item Agenda Plus True Background Fie O h Submit Item doc o Attach Form to Agenda Item True Auto Preview False Redrect Show Data Preview True the field's name tielp Editor Forms gives you a set of useful tools including a WYSIWYG (What You See Is What You Get) design screen and click-and-drag field and caption creation, so you can see exactly what your form looks like as you design it. The Forms module available in SIRE WebCenter creates folders within the SIRE filing system, and replaces paper forms previously required to gather information for business purposes with electronic Electronic Document Management System RFP Page 54 SIRE Tochnoioglcs Response to the City -,f Rn~c mi ari CA SORE June 18. 2008 www siretechnologies com forms created by your SIRE Administrator. These forms can be offered within an organization or to the public to be completed and submitted over the internet or intranet. Because all data submitted to these forms is already in digital format, they can be quickly and accurately processed by the SIRE filing system and used to execute workflow processes, or stored within the SIRE cabinet structure for later retrieval and use. SIRE ERM (COLD)r"I Electronic Report Management or ERM has its origins in and older fi technology called COLD. COLD is an acronym for Computer Output to Laser Disk, referencing old-style management systems that included large jukeboxes filled with optical disks. The technology has since evolved and provides the capability to process large reports from your mainframe or other systems into indexed digital information that's directly searchable and retrievable by end users. Paths I Error Notfcation I Completion Notification] Pr _.oceu Times s) Start and stop times fa COLD processmq Selected Start Time St Time SUN MON TUE WED THU FAl SAT OK Cancel The ERM process starts by capturing data from a mainframe, financial system or any other system that produces reports to a file. The raw data is converted into a report, invoice, or other form. Finally, index information is extracted from pre-determined areas in the text and used to create a new index record. The new record and file is then stored in SIRE ERM. Instead of printing out on reams of paper and taking up valuable storage space, these reports are captured and available for retrieval from FileCenter or WebCenter. Thus saving storage space and enhancing the searching of the reports exponentially. Types of Reports ❖ Report summary ❖ Documents combined to create a report ❖ Records combined to create a report •*e A combination of the above Electronic Document Management System RFP Page 55 SIRE Technologies Response to the City of Ros~?rn~~an i:;A S . O FEJune 18 2008 vvww siretechnologies com SIRE ERM (COLD) Output Formats ❖ SML - One background TIF file is used in conjunction with an SML file that contains the overlay data. The image is rendered real-time. ❖ DOC - Each page of the report is saved in a rich text format. ❖ XLS - The data can be pushed to an Microsoft Excel TM spreadsheet that allows further calculations and manipulations for document layout. ❖ TIF -The SML file is combined with the background .TIF file permanently. ❖ PDF -The input PDF file is broken up to logical documents and stored as such. SIRE's Record Retention TM The SIRE Record Retention Module included with the SIRE WebCenter module makes management of record retention easy. Maintenance, storage, retention, archiving, and disposal of organizational documents can be driven by any of several forces, including internal business needs, compliance with legislative statutes, audit accountability, and many others. SIRE retention schedules are composed of terms, through which documents assigned to that retention schedule pass. Documents can pass through these terms in chronological succession, or move back and forth between terms as defined by the retention schedule. When a document reaches the end of a term, a task item is sent to the SIRE user assigned to manage the retention of that document. The user then designates the next step in the document's retention, such as inactivation, archival, disposal, etc. All the guess work is gone, and your records retention will be worry free. You can also: ❖ Manage retention for both electronic and paper documents ❖ Tackle legal requirements for retention according to your specific organization s• Use saved searches to quickly set up retention criteria Work with retention schedules from the same interface you use for other document management tasks Electronic Document Management System RFP Page 56 SIRE Technuogies Res )on-~~- t th.-, CiCyof Rose-niea-_: CA SORE. June 18 2008 www siretechnologies Gom SIRE toaout w~hrr,.•~.. Retendoo Yt:t dpi. r_k t~~lt~iis(.1GYi Add Record Series Carmpe Ter m Lengths Retention> View All Schedules Key Benefits Although people may use different words to describe it, the document lifecycle basically consists of three steps: (1) creation, (2) use and maintenance, and (3) disposition. But, within each of these steps are many other tasks and activities which are essential for effective records management. Disaster & Access Security Electronic documents stored with SIRE are virtually impossible to destroy and can easily be moved or backed up. What's more is user-specific permissions control access to documents making SIRE's solution your best defense for disaster and unwanted access. Guaranteed Authenticity With SIRE's solution making revisions to a document never changes the original. So you can be sure your documents are always authentic. Electronic Document Management System RFP Page 57 SERF. Technologio:~ Rrst,nnse to the City of Rir.~nu~r:~ C;A SORE June 8, 2008 ~nntiw sretechnoingies com Long-Term Integrity You want high-quality electronic documents that won't degrade before you no longer need them. With SIRE the integrity of your records will always be in tact. Fast & Portable Accessibility SIRE offers fast retrieval of documents from your desktop or any Internet-ready PC. Internal and external customers can access information anywhere, anytime. Storage SIRE makes storage of documents easy whether you are migrating existing electronic files or imaging paper documents. SIRE can view documents in over 300 file formats without using their native software. And, with batch scanning, auto-indexing, and barcode recognition, you'll take record storage to a whole new level. SIRE Administrator TM SIRE Administrator is SIRE's command center and application administration console. SIRE Administrator is the application used by administrators to manage administrative tasks for the SIRE Solutions Suite. It allows you to perform tasks such as: • Understand basic installation requirements • Become familiar with the SIRE Administrator console and the various administration tools • Create and configure cabinets and indexes • Learn the essentials of SIRE security • Set up users, user groups, and permissions • Create annotation layers and set security for them • Become familiar with the different SIRE services and how to work with them • Become familiar with and configure the various SIRE settings • Work with SIRE statistics and reports. • Adding and modifying users, security groups, and permissions • Adding cabinets, fields, and indexes • Checking statistics, working with logging, and modifying system settings • Manage SIRE Agenda Plus Here is a brief explanation of each tool found in your SIRE Administrator Console. ❖ Licensing: Allows you to view your SIRE license levels and monitor current connections to SIRE. ❖ Settings: Allows you to configure system settings such as system mail options and full text search settings. Under Settings, you can also set your logging options. ❖ Services: Allows you to monitor and work with SIRE services. ❖ Vault: Allows you to create and manage cabinets and cabinet views. ❖ Indexes: Allows you to add and configure indexes. Electronic Document Management System RFP Page 58 SIRE Technologies Response L) the Cil, c,i f1O me x; l A SRE. c June 18. 2008 www sire-technologies (,om ❖ Security: Allows you to set up and modify SIRE security items such as user accounts, user groups, and permissions. Statistics/Reports: Allows you to get a files and folder count for any cabinet and search system logs and user activity logs. WebCenter Settings: Allows you to configure and modify essential settings for SIRE WebCenter. SIRE Searching SIRE provides excellent searching capabilities with a variety of ways to search the metadata using standard naming conventions and full text searching. Folders and files stored in the SIRE system can be easily retrieved using any of six search methods available in WebCenter, described below. L^ SimPle IF Advanced I Index I Cross Cabinet I `I FileDescription 10,,p Annotation j > j~ SQL 161 Saved does _:j Search Save Clear Field Marne Search Value Documerit-ld ® Full Text Search Name Type J Date Received t: ALL wads f ANY word EXACT Phrase Date_Egwed Quick Search ✓ WebCenter lets you designate a single Saved Search as your Quick Search, which you can run easily by clicking the Quick Search link. Simple Search ✓ A Simple Search compares input search criteria to folder index fields, or the text content of files. During a Standard Simple Search, folders with index fields that match the search criteria are returned as search results. A Full-text simple search compares search criteria to the text content of files within designated folders, and returns files that contain text that matches the search criteria. Advanced Search ✓ An Advanced Search compares input search criteria against single or multiple index fields, and allows more variety of search conditions than a simple search. You can search for index fields "Equal To" or "Greater Than" input criteria, and require search results to meet multiple criteria using "And" and "Or" operators. Full- Text Advanced Searches compare search criteria to the text content of your files Electronic Document Management System RFP Page 59 SIRE Te(Ainologies Respnnsc to llie Lily of Rosemo_;ao G~ SORE. June 18, 2008 www srretechnologies.com Cross Cabinet Search ✓ A Cross-Cabinet Search performs a Simple Search across multiple file cabinets. Saved Search ✓ WebCenter lets you save and perform commonly-used searches easily without having to input search settings and search criteria again. Saved searches are associated with individual users, and cannot be shared with other users. Custom Search ✓ Custom Searches are similar to saved searches, but are created by a SIRE Administrator using XML files, and made available to multiple users of SIRE WebCenter. Each of these searches can be performed in either of two modes: Standard and Full-Text. Standard searches compare input search criteria to the index values that describe the contents of folders and files in the SIRE system. Full-Text searches identify files that contain text that matches input search criteria. Full text searching works with many file types including but not limited to Word, Excel, PDF, WordPerfect, HTML and XML documents. SIRE advanced search capabilities include but are not limited to the following: • Multi-field index searches • Conditionals searches using AND, OR, LIKE, NOT, etc. • Exact match and wildcard searches • Boolean • Full text search • Fuzzy, Boolean, stemming, and phonetic searches. • SIRE's full text search highlights the hits on the page • SIRE provides easy to use search and print capabilities. • SIRE allows for different file cabinets created each with its own user-defined indexes available for searching. • The system can assign a unique identifier to the document and searching can be done in a variety of ways. • Search can be done with conditions such as greater than, less than, wild card, range searches, simple values etc. • Users can search by date added, author, and recipient • FTR searching is available in SIRE. • Users can generate reports and queries as needed by exporting search and query results and hit lists. • You can now save frequently performed searches to reduce typing and increase user efficiency. Electronic Document Management System RFP Page 60 SIRE I echnologies' Response to the City nt Rusen~ea l (,A SORE June 18. 2008 1 www sirctechnologies coin SIRE Reports TM SIRE Reports allows users and administrators to monitor actions, status, and operations of various features of the SIRE system, and generate complete reports on these various elements. SIRE Reports are accessed through SIRE WebCenter. The reports themselves are accessible only to users who have been granted access. All users, regardless of report permission, see the Report tab on SIRE WebCenter. Users without reports permissions see a message in place of the Reports list: The SIRE Reports component in WebCenter utilizes Microsoft's Reporting Services to perform its fundamental operations. In order for SIRE Reports to function properly, specific software applications and components that support Microsoft's Reporting Services must be installed and operational on the machine hosting the Reports Service. Statistics & Reports Overview SIRE Administrator has a reporting option that can give you useful statistics and reports to help you manage your SIRE system, security, and staff productivity. To use the search options, you must have logging turned on under Settings. Here is a brief explanation of the different options available: Folder/Files Count by Cabinet: This option returns a statistical report showing all SIRE cabinets and the number of files and folders in each. ❖ Search System Logs: When logging is enabled, this option allows you to search the system logs within a specific date range to monitor actions such as adding, deleting, printing, and viewing. Search User Activity Report: When logging is enabled, this option generates a report showing each user and the number of times they have printed, and viewed any item in FileCenter. Standard Reports Standard reports include but are not limited to: User activities including logging in, printing, viewing, editing, deleting and other user tasks ➢ Number of folders and files by cabinet v Security groups and user lists ;ie System settings Index and cabinet lists Standard reporting tools such as Crystal and Cognos can also be used to access data from the SIRE system Electronic Document Management System RFP Page 61 SIRE Technoiogies Re-,po n~f to th City •..f Rose,-r vl CA SRE. June 18. 2008 www slretechnologies com Custom Reports SIRE has the capability to generate custom reports using Crystal Reports. Custom reports can also be created using our Saved Search functionality. Reports can be printed directly or exported in several different formats including HTML, text, and Excel. Searches can be setup to retrieve information based on a given criteria such as when a user has logged into the system, how many times has a user viewed, scanned, printed etc. System logs can be searched for certain events occurring such as adding a document, viewing, printing, editing, check in, check out, launching a document, emailing, etc. The search results can be printed and exported to ASCII text files, excel spreadsheets and html. SIRE Security SIRE's solution addresses all of the City's security concerns by allowing security at the folder, document, word and annotation levels for both internal and Internet access. Permissions can be set for any actions within the system, including log in, view, edit, email, export, delete, add, check in, check out, save, and print. Permissions can be granted at the cabinet, folder, and annotation levels or you can protect confidential words or paragraphs in individual documents using redaction capabilities. In addition, administrators can control what actions a user can perform on documents within a cabinet. Permissions can be assigned at the group level, or custom permissions can be applied to individual users. The following is a list of permissions which can be managed at the user and group levels within the SIRE solution. Auditing can be enabled on any or all of these functions: ✓ View document ~ .:ri:~fea..... • r.r Adndnfwr mar ✓ Add Administrator > Securtty > Permissions > Administration > TestVser ✓ Print Appli ati..n/F.>rfiua A-,..,, G~rnc~ uae.e VV ~'kiI aw O nrrnru N_N ✓ Delete Groups Forms Cabinet Administrator L"en Retention R.pul> Mer Agenda Plus O sac: p' Popor19 • OCR tl ERNVC OId O ._acRS p Admin'etrator p~tlisAed_meetlros .0 c_app_eRechrnenis C3 Layers O ea.e L,, -,inq .Semngs O 1 nooing Electronic Document Management System RFP Page 62 SIRE Technologies' Response to the City of Rosemead. CA June 18. 2008 SIRE WoAGanfer t.Jmu~i.b aio. Plus- AC'C'w~SS O s 0 m 0 LoS~ir~7 OEM= ✓ Edit ✓ E-Mail ✓ Save ✓ Export to CD ✓ Check Out/in ✓ Launch file in native application 0-ups Lavers Plus ArconS 0 0 0 • 0 SIRE. wvww siretedmoiogies.com Groun Administrator Cabinet Atlminist'ator t~ It We can also utilize existing security via LDAP and Microsoft Active Directory to enable single login access utilizing your existing network user login. 0 Electronic Document Management System RFP Page 63 SIRE Fcchn6ogies Rosponse h.) th,- Cih' of Ro,~z~ mc<r: CN SIRE June 18. 2008 www siretechnologies.com Security Auditing & Reporting Reports can be generated and the criteria can be set up to search on all logging parameters. The reports can also be generated on a date range, on a particular user or group of users, events, cabinets etc. SIRE provides the ability to log and audit system events, such as file access, deletions and process activities, for reporting, analysis and compliance purposes. Statistics and reporting features allow for user activity reports showing each user and the number of times they have printed, and viewed any item in FileCenter. System logs allow searching the system logs within a specific date range to monitor actions such as adding, deleting, printing, and viewing of documents. Folder and file count options show all SIRE cabinets and the number of files and folders in each. Reports can be generated and the criteria can be set up to search on all logging parameters. The reports can also be generated on a date range, on a particular user or group of users, events, cabinets etc. Electronic Document Management System RFP Page 64 SIRE Technologies' Response to City of Rosemead CA June 18, 2008 SORE- vvw.v siietec.hnologles corn Attachment 1 SIRE Technologies - Company Form City Of Rosemead Document Imaging Storage Retrieval System COMPANY INFORMATION FORM Dear Sir or Madam: Please complete the form below Company Name: SIRE Technologies Telephone No: (801) 977-8608 Contact Person: Bruce Elliott, Regional Director Address (Other Than P.O. Box) 3676 W California Ave., Unit 13100 City: Salt Lake City State: Utah Full 9-Digit Zip Code: 84102 Fax Number: 801-977-8775 E- Mail Comments: E-mail address: belliott@siretechnologies.com Electronic Document Management System RFP Page 65 SIRE Technologies Response to City of Rosemead CA June ?8.2008 Attachment 2 - SIRE Information Packet SORE- siretechnoingies corn The following pages of SIRE Information Brochures will inform you of SIRE's great immediate capabilities for the City Clerk and others that will provide you with solutions that will help you remain compliant as well as reduce your workload. SIRE Capture SIRE Auto-Indexing SIRE FileCenter SIRE WebCenter SIRE Clerk's Better Outcome Brochure Electronic Document Management System RFP Page 66 SIRE ptu re TM e ability to capture and documents, plus the ability to index every document upon receipt, document management becomes simple, sleek, and streamlined. Document lifecycle management begins with SIRE Capture", More than just a scanning solution, SIRE Capture digitizes documents, works with electronic docu- ments in their native applications, and indexes documents automatically. Once SIRE Capture "captures" a document. it is ready to be part of a current workflow or for archiving. Archiving, in particular, is a critical challenge in document management because archiving applications evolve rapidly. If you enter a document into your system today, a proprietary format will soon be antiquated, making the document inacces- sible unless you re-do your archiving. SIRE Capture automatically converts docu- ments to a universal, non-proprietary format readable by virtually any image viewer, including most web browsers. Documents are accessible now, regardless of native application, and for years to come. SIRE Capture incorporates the best Optical Character Recognition (OCR) technol- ogy available, ensuring superior accuracy, easy retrieval, and fast indexing of documents. Scanning documents in large quantities called "batches", and using OCR and barcodes to index these batches, turns monotonous, error-prone labor into fast and accurate automatic processes. Once batches are scanned, indexing can be done at another workstation, keeping your scanning station productive. Indexed documents can then be filed, become part of a workflow, and be integrated with external databases to prevent double entry. By continuously digitizing and indexing every incoming document upon receipt, document management becomes simple, sleek, and streamlined. S r1A RE., T E C H R O L O a I E S a Y A L P N A C O R P. Scanner Compatibility SIRE Capture"' supports a wide range of scanners, including Kodak, Bell & Howell, Fujitsu, HP. Panasonic, Cannon, and many more. It also supports many combination scanner/fax/copiers. Features Captures both electronic and digital documents Universal, non-proprietary file format High-speed batch scanning Scan-to-Folder for low volume scanning Barcode recognition On-the-fly quality control Support of most scanners Automatic indexing Multiple indexing field types Masked indexing fields Stored procedures Front-end data validation Full keyboard control SIRE Auto Index I he tastest, most accurate, and most tL automated indexing tool in the industry. Automated indexing software analyzes a document and indexes it. preparing it for fast and easy retrieval at a later point. The potential time savings is tremendous, but historically auto-indexing products have fallen short because validating the data requires extensive human involvement. SIRE's Auto Index" is We ground-breaking answer to this problem Auto Index has been proven to dramatically increase indexing accuracy and decrease the time required for indexing documents. SIRE Auto Index approaches some of the previous challenges with auto indexing a little differently and a lot more effectively. For example, while most automated index- ing products allow you to index only one document at a time using what is called Rubber-Banding (an expedited but still somewhat manual form of indexing), our solution indexes an entire batch of documents at a time with no human involvement whatsoever. The time saved is immense, reducing the indexing process time by as much as 83%, and quickly translates into tremendous labor cost economies. Many clients using SIRE Auto Index experience up to 100% accuracy rates, virtually eliminating the need for validation. This makes SIRE Auto Index arguably the fastest and most accurate auto-indexing tool in the industry. A - SrORE_ T E C H N O L O O 1 E B Y A L P H A C O R P. How It Works SIRE Auto Index" avoids the time-con- suming task that most auto indexing pro- grams insist on - reading every page of a batch from top to bottom. Instead, Auto Index reads only until it finds the data required for indexing and no further. The time savings achieved is incredible. SIRE Auto Index also validates scanned data against the client's database, yielding indexing that is up to 100% accurate and consistent. (This feature can be turned off where local law requires filing data exactly as it is found on the document.) Features Ability to find and record index fields regardless of where those fields are located on the document. External data validation and unifor- mity to access disparate databases, ensuring up to 1001% accuracy without the need for external validation. Auto-population of index fields with validated data from a database. Ability to read barcodes and patch codes to automatically populate index fields. Ability to configure Auto Index to recognize any type of document that is unique to your organization. SIRE File Center TM can in view, annotate, print, and email, they can accomplish their work more smoothly and efficiently. SIRE FileCenter" is your ECMS hub, providing innovative and intuitive search, view, annotation, print. and email capabilities. FileCenter works with virtually any type of document, including CAD drawings, maps, spreadsheets, and many others. FileCenter's built-in viewer lets you view up to 250 different file format types-with- out native software. You can view a CAD. for instance, without having the CAD program on your computer. FileCenter's state-of-the-art search engine provides full-text searches on words or phrases contained in your documents SIRE FileCenter includes SIRE Workflow"' and SIRE Retention Manager"' modules two robust features that empower total content management. Workflow not only routes documents automatically, but it can automate an entire process, including all the paperwork associated with it. Users can see where any given document is in the workflow without disrupting the process, and processes can be automatically re-routed when people are sick or go on vacation. Retention Manager tracks document life cycles, notifying users when a document (electronic or paper) matures and needs attention. With its configurable retention schedule, SIRE Retention Manager can accommodate the size and scope of any organization. And Retention Manager is DoD 50152 STD compliant. S ORE. T E C H N O L O O 1 E S a Y A L P H A C O H P• Features Key word searches Full-text searches with "fuzzy logic" Print Email Launch Annotation with audit trail Export Records retention manager Workflow Revision control Bookmarks Folder packs Dockets SIRE WebCenter TM access documents with clients or coworkers across the hall, across the city, or across the globe. As the online side of SIRE FiieCenter"', SIRE WebCenter'° provides immediate access to your documents from anywhere at anytime. You can use any Web browser to log on. Because it brings the power and functionality of SIRE online, SIRE WebCenter amplifies the benefits of all of SIRE's solutions through access, portability, and distribution. Access. Just like SIRE FiieCenter, SIRE WebCenter provides access to all your documents, but online. You can view documents in more than 250 file formats without native software. Portability. Leave your file cabinet at the office but take your information with you wherever you go. You can access your documents from any Internet-ready PC. Distribution. Share your information with clients and co-workers easily. They just iogon, search, and view. Documents become accessible to clients and cowork- ers across the hall, across the city, or across the globe. SIRE WebCenter also gives you the versatility of two versions - one for your staff and one for the public The staff version provides authentication and secure logins, allowing your workers to accomplish almost any task they could do in SIRE FiieCenter The public version doesn't require a login but allows you to select which files the public can access. T E C M N O L O O I E ! a A L P H A C O N P. A User Friendly Solution SIRE WebCenter" is easy to use. Its intuitive interface makes it simple to retrieve documents. You don't have to download any special software. and you don't need any special training, Features Web access to SIRE FiieCenter" Authentication Easy-to-use interface Public access Full-text searching View Print S RE.. T E C H M O L O O 1 E 5 8 Y A L P H A C O F. P. Clerks 4 NINK"N V SIRE offers Clerks a Better Outcome by providing you with solutions that help you remain compliant while also reducing your workload. i Streamline Integrate Facilitate 11 11 11 The Challenges-Diverse Responsibilities and Legal Liability As Clerk, you face more challenges than most because your responsibilities are so diverse. You also have to worry about legal liability as you comply with ordinances and statutes regarding record keeping, preparing agendasr preparing minutes, pulling documents. and the processing of marriage licenses, passports and elections. Worse, paper driven processes or inadequate computer software result in stress, working overtime and rob you of the time you need to focus on other important functions of your job description. The Solutions From the company who helped create the agenda management industry. SIRE Technologies is reinventing agenda management with the release of its new Agenda Plus. More than merely adding functions and features, Agenda Plus re- defines the ease with which Clerks manage their agendas, committees. Minutes, and video It also redefines the realm of possibilities for City / County Clerks. The Agenda Plus Solution Suite consists of SIRE Agenda Plus'' SIRE Minutes Plus' SIRE Committee Manager'', and SIRE Video Plus'°. Although the com- ponents can be purchased either separately or together, they represent a single technology developed by the one provider you can trust - SIRE Technologies Before the Meeting: SIRE Agenda Plus allows you to shave hours oft your packet days and eliminate the paper Regardless if your item submission process involves 5 or 75 people. BETTER OUTCOMES Osceola County. Florida is saving $60.000 per year in courier costs. San Carlos. California is saving 28-30 worker hours per week Irvine City, California, is saving $100.000 per year in paper costs. More than merely adding functions and features, the Agenda Plus Solution Suite re-defines the ease with which Clerks manage their agendas, committees. Minutes, and video. SIRE gives you the tools to simplify every aspect of creating and producing your agenda packets. Although cities arid co lnhes of all sizes use it. Agenda Plus is the only technology capable of accommodating large, multi-step approval processes involving multiple committees and people Agenda Plus helps you enforce deadlines throughout every aspect of your agenda approval process Do you use a submission form with your agen- das? Agenda Plus can accommodate any number of submission forms and convert them to electronic documents instead For those items that need to be moved or copied, SIRE allows you to move or copy any number of items to other meetings at one time For time management, Clerks can indicate the amount of time to be spent on a particular section of their meeting. As Items are submitted, Agenda Plus monitors and adds the time allocated for each item When the allocated time has been reached Agenda Plus disallows additional items from being submitted for that meeting During the Meeting: SIRE does more than help you go horne on time on agenda packet days We also keep you from working overtime when creating and publishing your minutes As you might expect. SIRE Minutes Plus is an entirely web-based tool that helps you record roll call, motions, votes and speaker notes. However, its unique design provides Clerks with an intuitive tool that allows you to do the above in record time. Motions and votes can occur in a blink of an eye. SIRE designed Minutes Plus to help you keep up-even when events are occurring rapidly around you. For those whose board or council tend to interrupt regular meetings with committee meetings. our Meeting within a Meeting feature allows you to take a separate set of Minutes on the fly without missing a beat Need to change your agenda or add attendees during the meeting? Not a problem with SIRE Minutes Plus allows you to make these changes while updating the rest of the system ~-IUtoniatically so that your changes are not lost THE PRODUCTS SIRE Agenda Plus"' does more than remove the paperwork and intensive labor associated with agenda creation. Its configurable approval Workflow allows you to accommodate any kind of approval process(es) your government body employs. Its modular design gives you the ability to facilitate your entire legislative management process. Agenda Plus comes with a long list of standard features, so you don't find yourself adding modules that result in premium prices when you select the features you really need. SIRE Minutes Plusworks in one single screen to take roll calls, minutes, motions, and votes associated directly with the cor- responding agenda item. You can even view a live stream of your recording during the meeting. SIRE Video Plus" enables time. stamped and indexed recordings that are available immediately to the public. Even record an entirely inde- pendent meeting within a meeting. SIRE Committee Manager'" al- lows you to track appointments, election periods, and availability for re-election of different entities within your organization. Better Outcomes lu 11 11 As a result of SIRE, the City of Temecula. CA eliminates millions of pages of printed materials; reduced the number of calls to the clerk's department by 50%, saved hours of IS time, and has seen the number of visitors to their city website increase by 300%. SIRE Video Plus makes it easy to broadcast meetings and other public events via the Internet 24/7. It allows you to easily stream meetings as they happen or to record them for later viewing SIRE MlnutesPlus w«tia4tlOn When you are ready to publish your meeting video, it's as easy as clicking a button. SIRE also allows Camera you to include with your video the meeting minutes. supporting materials and the meeting agenda if desired - all in a searchable format. When com- bined with Minutes Plus constituents are able to quickly locate recorded meeting segments through key word searches - eliminating the need to fast Internal Setup forward through hours of video. Adjustable video E resolution makes it accessible to those with dial up technology yet good enough to record to CD Video Plus was designed to be more reliable, safer, and easier to use. You can count on Video Plus to be there when you need it After the Meeting: Agenda Wrap-Up helps you manage and automate post meeting activities like collecting signatures on contracts or assigning numbers to ordinances. Do more than merely search agenda titles Agenda Plus allows you and your staff to search through the body of minutes, agendas, supporting materials Because Agenda Plus is built upon the back of an award-winning Electronic Document Management Syslem, you can take advantage of features like managing the retention schedules of supporting materials Thanks to SIRE Committee Manager. Clerks can now easily track the term of committee or board members who appointed them. if they can run again, and what accomplishments were had while in office Expect More from Your Agenda Management Provider: Changing the way you've clone things for years is never easy. SIRE's highly trained staff works with your employees to help them with the cultural shift that change always brings - helping your employees use and adopt the new technology. Delivering Better Outcomes. It's not just our motto-it's what we do. AV Storage Fires all I F SIRE Hosted AV Server User ,z0 r SIRE ooEle AV Storage Eatemal Users tit) SIRE Video Plus makes it easy to broadcast meetings and other public events via the Internet 24/7 and combine the video with the meeting minutes in a searchable format. Better Outcomes T E C H N O L O O I E S B Y A L P H A C O R Ps SIRE Technologies. Inc. 3676 West California Ave. Unit B100 Salt Lake City, UT 84104 Telephone: (801) 977-8608 www.siretechnologies.com i SORE- T E C H N O L 0 G i E S B Y A L P H A C O R P• Contact Information: Bruce Elliott, Director of Client Services 949.768.8882 Office 949.300.0636 Mobile bel liottria~si retech nologies. com Home Office: 3676 W. California Ave., Unit B100 Salt Lake City, UT 84104 +1801.977.8608 Tel +1801.977.8775 Fax www,siretechnolog es.com Document Imaging Storage Retrieval System Request for Proposal Pricing City of Rosemead CA Attention: Pat Piatt Management Analyst 8838 E Valley Blvd. Rosemead, CA 91770 Phone: (626) 569-2102 Fax: (626) 307-9218 For more information on SIRE's products please visit www.siretechnologies.com. ORIGINAL wo►° -o 0 V e K r i O i t Y r> .r °O CCD ) C) C) ui rn (D o O (O of O O N L(i H9 EA EA O O O O O O lf) co 1f) CY) U') a) 43 G 01 0 ti N It 61 %1 6,1 O O Cl O O O U) rn rn LO M rn P- a a) LO 0) rn V N N ? _ U d3 EA .C ff! _N D) C ~ ~ (n D7 ~ c O C to d) O « C U O U N 10 t9 M Q1 E c rn e~ . (D c_ a 7 C O 0-0 c (D tm t U N N N W 3 o w = c N G) L) > d ~ L o) a i 3 m m ) (L > c cn N cU m m y 3^ a y c 7 a O a O U N J 3 u) a) m U o o UYa y U U) ~ c U (n ° ui 3 c v°, LL i m W c L Q U .0.. C1 N - (n C y a cm d y y U c M u U _ m E ~ ai rn~_ (n 3 W G) 1 0 W 2 c lo Q' U M in w fA : 3 cn S Ew cn ch m ~ 1n r C3. 0 w 0) N N w of N M LU4 w w t~n z Z O Z LL (A J Q U F Z Z W H Z W 2w F O U) J Q O 1 0000 0 0 0 0 e o 0 0 ~ w a, o Qf ID N {'7 T- 10 OI N a N N M N N CI V C A C C a 10 V ~ Z c U) U Q 0 0`o w w w a 0 0 o m U U V c a S a 0 0 o x 1- F- H W 0 0 of N n N c d C E a H C ~ h y U ~b j Q b to m 3 m ~ b G 0 O R7 m m 3 U o L~ co m oc.c i~ ~ o m b O m ti j ~ O J `'ro E y 4 c 3 y i 3 ~ b N to p~ L 0) o ~ 0) °cLb o, 3 C F0 0 ~ CO w G o ~j v o Y1 Z Versatile production scanning with a twist! Dependable performance that adapts to almost any situation. ► Unique, 200-page automatic document feeder (ADF) swivels to accommodate different users and installations ► Scans up to 57 ppm/114 ipm in color and monochrome at 300 dpi ► Ultrasonic Double Feed Detection ► Dual Ultra SCSI and USB 2.0 interfaces integrate easily into most environments ► Enhance productivity with Fujitsu service and support A Fuprsu THE POSSIBILITIES ARE INFINITE fi'_5750C Enhanced features and flexibility for your production environment The Fujitsu fi-5750C, based on the popular M4097 and 6-4750 series, improves productivity in so many ways. Fast, 57-ppm/114-ipm color and monochrome scanning at 300 dpi (600 dpi. optical resolution) lightens your workload all the way up to its daily duty cycle of up to 8,000 documents. Flatbed operation and a versatile, 200-page automatic document feeder (ADF) handle a wide variety of paper sizes, as well as irregular documents. And for maximum flexibility and comfort, the ADF slides and rotates to three different positions to accom- modate left and right handed users. With 256 MB of memory and onboard JPEG compression the fi-5750C processes color images with ease and can accommodate documents up to 34" in length. High-speed UltraSCSI and USB 2.0 interfaces keep up with throughput demands, while the full versions of Adobe" Acrobat° 6.0 Standard and ScandAll 21 add value and functionality. On-site service helps maximize uptirne. The 6-5750C scanner includes a 90-day, orl-site, Limited Warranty. A free, nine-month depot service upgrade is also available (some restrictions apply). For full details on the Limited Warranty and on all service programs, go to www.imagingService.com or call (800) 301-9475. About Fujitsu Computer Products of America, Inc. Fujitsu Computer Products of America, Inc. is a subsidiary of Fujitsu Limited, a leading provider of customer-focused IT and communications solu- tions for the global marketplace. FCPA provides innovative solutions for the U.S. marketplace. Current product and service offerings include: high performance hard disk drives, magneto-optical drives, scanners and scanner maintenance. Color Duplex Document Scanner MODEL fr-57500 Functional S ecifications Technology Dual Char coupled device (CCD) image sensor Output Monochrome, Resolution (dpi) I Grayscale and Color 50 - 600 Optical Resolution (dpi) 600 Image Processing Dither and error diffusion Grayscale 10 bits (internal), 8 bits (output) Color 24 bits Document feeding mode Flatbed and automatic document feeder (AD ADF capacity 200 Sheets (letter/A4, 20 lb.) Document size ADF minimum AB (2.1 in. x 2.9 in.) ADF maximum A3 (11.7 in. x 17 in. Flatbed maximum (12 in. x 18 in.) Lon Document Scanning 34 in. Paper thickness 11 lb to 54 lb Interface Ultra SCSI 50m / Hi Speed USB 2.0 / Thad Party Slot Scanner Memory 256MB Software Driver Support ISIS and TWAIN driver included (Win 98/2000/NT/XP) Scanning Speeds Letter/Portrait Mode Simplex Duplex Monoch n GrWscake & Ccbr ® 200 & 300 co 57 m 114 m' Letter/Landscape Mode Simplex Duplex Mcnoctvolne, Gr~ & Cola 0 200 & 300 dpi 71 ppm' 142 ipm' Physical Specifications Power requiremerds (auto-switching) AC 100 - 240V. 50 / 60 Hz Power consumption Operating: 216 W. Sleep mode: Less than 12 W Operating Temperature 41- - 95-F (5'C - 35°C) environment Relative Humidity 20% - 80% (non-condensing) Dimensions (HxWxD) 13.5 in. x 27.2 in. x 19.7 in. Weight 77.2 lbs. Reliability Specifications Average Daily duty cycle Up to 8,000 documents per day Limited Warranty 3 months on-site` Optional Service Programs amrs W-Af1 apwr Asf,~ca~rvaa^.srbae-OW topvchmarseucepogramsnoted inthis doartlent Int-Waranty upgrades and Post-Warardy (P&O On-SiW ScariCare" (Preventative maintenance + Basic) Basic (parts, labor and travel only) Response Time options: 4-hour or Neal Business Day Unit Replacement Advance Exchange Consumables: ScanAid" Kits Features Ultrasonic document double feed detection, Onboard JPEG Compression, page-end detection, White and Black ADF Selectable Background, Page counter, Long document scanning, Swivel ADF for left or right handed scanning, color crop and deskew Options Softvvafe [Wage Piooessng M, Bbdk badqcu d for gamed, VAS- Inbox Software Adobe' Acrobat' 6.0 Standard, ScmdAll 21 Part Number PA03338-8005 Aw"m area" Pg*,e N 2 2Gor PC Comp" wdh 51AM memory d ki, g7(troi im Cob' ftol.Vlplif Customers who register rhea sr near within 90 days of purchase wry receive a tree n& mo,-rtn depot service upgrade. rw fur details, vi.4t wvvw fcpa.fu%nsu.convwar ar roel or can r'7J0) 307.9475. AdA~l.llJilLd~f1~`~t 6.Q >r=" ~SCANAID JSCANCARE L1l s-,r:., Fujitsu Computer Products of America, Inc. 2904 Orchard Parkway, San Jose, CA 95134-2009. (800) 626-4666 (408) 432-6333 infoCfcpa.fujitsu.com Inodporated in the United states andrur other pantries. As m ENERGY SIAM Patna rvjitsu Ltd. Ines determined that this pmduct meats the ENERGY START guidelines for amrgy efficiency. ENERGY STAR' is a U.S. registered Iredemati(. NI otter trademarks are the property of ttm respective owner. ral ~ Ali statements herein are only in the U.S. mismients. are aesM on normal operaing as. ,ohd as m C i r U.S. for y, of i d-tit on pm . lar purpose, only. and am not Mended to to create arty implied warardy, of erchanlebility or fare9s fair r a a perticuW purpose. Fulibu Com ompute Pmdrxty Of America, i mplied w An-ii a. F U I T SU mp. reserves the right to modrty, aat my time wfthmt pda Mice these statements. mr pmdmts, their perfmnance sp-fffi tuns. availability. price and J warranty. post- many and a e program. T H E P 0 S S 1 8 1 L I T I E S A R E I N F I N I T E Printed In the U.S.A. ay. 7.5M DS30301204