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1_CityView's TECHNICAL response to the City of Milton_RFP 18-CD02
cityView� C ityView 4464 Markham St., Suite 1202, Victoria, BC V8Z7X8 Toll-Free: 1.800.665.5647 1 Fax: (314) 275.8776 www.municipalsoftware.com Request for Proposals (RFP) for: Electronic Plan Review, Permitting & Inspections Software - RFP: #18- CD02 TECHNICAL PROPOSAL To: City of Milton, Georgia HOME OF'THE BEST QUALITY OF LIFE IN GEORGIA' MIL ,*, TON ESTABLISHED 2006 Submitted By: cityview A Division of Harris Computer Systems Primary contact: Steve Favalaro, Regional Sales Director Address: 4464 Markham St., Suite 1202 Victoria, BC V8Z7X8 Telephone: 1.800.665.5647 ext. 67013 Email: SFavalaro@harriscomputer.com Closing Date: March 27, 2018 Closing Time: 2:00 PM (EST) O � H L%L HARRIS l�`. cityView Required forms Required forms Please find on the following pages CityView's completed forms. • City of Milton Request for Proposals cover page. • City of Milton Disclosure form • City of Milton Proposal letter • City of Milton Contractor Affidavit and Agreement (eVerify) f*"1 tV3 HARRIS Electronic Plan Review, Permitting & Inspections Software — RFP No. 18-CD02 March 27, 2018 2 HOME OF 'THE BEST QUALITY OF LIFE IN GEORGIA ' MILTON ESTABLISHED 2006 CITY OF MILTON REQUEST FOR PROPOSALS (THIS IS NOT AN ORDER) RFP Number: RFP Title: 18- CD02 Electronic Plan Review, Permitting & Inspections Software Due Date and Time: March 20, 2018 by 2:00 pm Local Time : EST Number of Pages : 53 ISSUING DEPARTMENT INFORMATION Issue Date: March 1 , 2018 City of Milton Phone: 678 -242 -2500 Community Development Fax: 678 -242 -2499 2006 Heritage Walk Website : www. citvofmiltonaa . us Milton, Ga. 30004 INSTRUCTIONS TO OFFERORS Return Proposal to: Mark Face of Envelope/Package: RFP Number: 18-CD02 Name of Company or Firm City of Milton Special Instructions: 20Attn : Honor Motes , Purchasing Office Deadline for Written Questions 2006 Heritage Walk Milton, Ga . 30004 March 9, 2018Email questions to Honor Motes at honor. motes@citvofmiltonaa. us IMPORTANT: SEE STANDARD TERMS AND CONDITIONS OFFERORS MUST COMPLETE THEFOLLOWING Offeror Name/Address: Authorized Offeror Signatory: CityView, an unincorporated division of N. Harris Computer Corporation Sean Higgins, Executive Vice President - CityView ( Please print name and sign in ink) Offeror Phone Number: Offeror FAX Number: 800. 665.5647 X67012 314.275.8776 Offeror Federal I . D. Number: Offeror E-mail Address: 98-0141520 SH1 ins@harriscom uter.com OFFERORS MUST RETURN THIS COVER SHEET WITH RFP RESPONSE i 4 RFP 18-CD02 HOME OF 'THE BEST QUALITY OF LIFE IN GEORGIA' M I LTON ESTABLISHED 2006 CITY OF MILTON DISCLOSURE FORM MUST BE RETURNED WITH PROPOSALS This form is for disclosure of campaign contributions and family member relations with City of Milton officials/employees. Please complete this form and return as part of your RFP package when it is submitted . Name of Offeror CityView, an unincorporated division of N . Harris Computer Corporation Name and the official position of the Milton Official to whom the campaign contribution was made (Please use a separate form for each official to whom a contribution has been made in the past two (2) years .) Not Applicable List the dollar amount/value and description of each campaign contribution made over the past two (2) years by the Applicant/Opponent to the named Milton Official . Amount/Value Description Not Applicable Please list any family member that is currently (or has been employed within the last 12 months) by the City of Milton and yourrelation : Not Applicable 5 RFP I &CD02 HOME OF 'THE BEST (QUALITY OF LIFE IN GEC7i MINON ESTABLISHED 2006 RFP# 18 = CD02 PROPOSAL LETTER ( Bidder to sign and return with proposal) We propose to furnish and deliver any and all of the deliverables and services named in the Request for Proposal ( RFP ) - Electronic Plan Review, Permitting & Inspections Software It is understood and agreed that we have read the City ' s specifications shown or referenced in the RFP and that this proposal is made in accordance with the provisions of such specifications . By our written signature on this proposal , we guarantee and certify that all items included meet or exceed any and all such City specifications . We further agree, if awarded a contract, to deliver goods and services which meet or exceed the specifications . The City reserves the right to reject any or all proposals, waive technicalities, and informalities, and to make an award in the best interest of thecity. PROPOSAL SIGNATURE AND CERTIFICATION I understand collusive bidding is a violation of State and Federal Law and can result in fines, prison sentences, and civil damage awards . I agree to abide by all conditions of the proposal and certify that I am authorized to sign for my company. I further certify that the provisions of the OfficialCode of Georgia Annotated , Sections 45- 10-20 et . seq . have not been violated and will not be violated in any respect . Authorized Signature A Date Mw 12, 2p k S Print/Type Name Sean Higgins, Executive Vice President - CityView Print/Type Company Name Here CityView, an unincorporated division of N . Harris Computer Corporation 6 RFP 18-CD02 MUST BE RETURNED WITH PROPOSALS CONTRACTOR AFFIDAVIT AND AGREEMENT STATE OF GEORGIA CITY OF MILTON By executing this affidavit, the undersigned contractor verifies its compliance with O.C .G .A . § 13- 10-91 , stating affirmatively that the individual, firm, or corporation which is engaged in the physical performance of services on behalf of the City of Milton has registered with, is authorized to use and uses the federal work authorization program commonly known as E-Verify, or any subsequent replacement program, in accordance with the applicable provisions and deadlines established in O.C .G .A . § 13- 10-91 . Furthermore, the undersigned contractor will continue to use the federal work authorization program throughout the contract period and the undersigned contractor will contract for the physical performance of services in satisfaction of such contract only with subcontractors who present an affidavit to the contractor with the information required by O .C .G .A. § 13- 10-91 (b) . Contractor hereby attests that its federal work authorization user identification number and date of authorization are as follows: 401203 eVerify Number I hereby declare under penalty of perjury that the fore oing is true and coect. 3114, 1zoI1 Executed onMdyc ,L, 201Qin912 atPy? 94X Date of Authorization (state province) . CityView an unincorporated division N . Harris Computer Corporation Afm Name of Contractor Signature of Auth ri ed Officer or Agent Electronic Plan Review. Permittina & Sean Higgins, Executive Vice President - CityView Inspections Software Printed Name and Title of Authorized Officer Name of Project or Agent SUBSCRIBED AND SWORN BEFORE ME ON City of Milton THIS THE_I J't DAY OF �A ,� ,2018 . Name of Public Employer NOTARY PUBLIC CHARMAJNE Lr, VAN TINE NOTARY PUBLIC [NOTARYSEAL17159 B West Saanich Road Brentwood Bay, BC V81VI 1P7 Telephone 250-652-4321 My Commission Expires: it 1-y,'.r �t r.:;[� � �.r'1r1:';":, ;s ;2:G't$ citvvipw Cover letter Cover letter CityView, an unincorporated division of N. Harris Computer Corporation 4464 Markham St., Suite 1202, Victoria, BC V8Z7X8 Toll-Free: 1.800.665.5647 1 Tel: (250)475.6600 1 Fax: (314)275.8776 March 27, 2018 City of Milton, GA Attn: Honor Motes, Purchasing Office 2006 Heritage Walk Milton, GA. 30004 Re: RFP: 18-CD02 for Electronic Plan Review, Permitting & Inspections Software Dear Honor Motes, Thank you for the opportunity to submit the attached proposal in response to your Request for Proposal for Electronic Plan Review, Permitting & Inspection Software. Harris Computer Systems provides best of breed software solutions created for government customers and CityView is Harris's flagship solution for land management and information processes including, amongst others, permitting and inspections, planning and development, business licensing and code enforcement. Since the City's incorporation in 2006, growing populations,tightening budgets, and increasing regulatory standards have resulted in the need for a more efficient method of tracking, managing, reporting, recording, sharing, and archiving permits and related data. CityView's primary user interface uses the very latest HTMLS and JavaScript technologies with a Single Page Application (SPA) architecture to provide a very modern, dynamic browser-based user interface. CityView keeps pace with technological change and evolves the system to ensure modern, robust technologies are always provided for our customers. Our goal in this response is to demonstrate CityView's ability to fulfill your intensions, and provide your building department with a one stop shop, offering convenient customer service, process improvement and tools that facilitate productivity to help City employees manage the significant demands placed on them by the high level of permit and inspection activity prevalent at the City. Once again, thank you for the opportunity to respond and our proposal is valid for 120 days! Steve Favalaro will be your main point of contact regarding this response and if you have any questions please do not hesitate to call: CityView Steve Favalaro Telephone: 1.800.665.5647 ext. 67013 Regional Sales Director Email: SFavalaro@harriscomputer.com Sincerely, Sean Higgins Executive Vice President, CityView Telephone: 1.800.665.5647 Harris Computer Systems Email: shiggins@harriscomputer.com Z HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 1 3 cilvViRw A. Table of contents A. Table of contents REQUIREDFORMS.................................................................................................................................................2 COVERLETTER.......................................................................................................................................................3 A. TABLE OF CONTENTS.........................................................................................................................................4 B. COMPANY HISTORY..........................................................................................................................................5 8.1 CITYVIEW PROFILE....................................................................................................................................................5 8.2 CITYVIEW PARTNERS.................................................................................................................................................6 C. PROJECT TEAM..................................................................................................................................................7 C.1 CITYVIEW STAFF.......................................................................................................................................................7 D. EXPERIENCE AND REFERENCES.........................................................................................................................8 D.1 CITYVIEW IMPLEMENTATIONS IREFERENCES..................................................................................................................8 D.1.1 What CityView customers are saying...........................................................................................................9 D.1.2 Return on investments the City of Milton can expect to realize.................................................................10 E. PROJECT UNDERSTANDING AND PROPOSED SOLUTION..................................................................................11 F. SAMPLE IMPLEMENTATION SCHEDULE...........................................................................................................13 G. PRICING...........................................................................................................................................................14 APPENDIX A. ADDITIONAL REQUIRED INFORMATION.........................................................................................15 A.1 ADDENDA ACKNOWLEDGEMENT FORMS......................................................................................................................15 A.2 CITYVIEW RESUMES................................................................................................................................................16 A.2.1 Management profiles.................................................................................................................................16 A.2.2 Project team...............................................................................................................................................20 A.2.3 CityView organizational chart....................................................................................................................28 A.3 CITYVIEW S RESPONSE TO THE CITY S FUNCTIONAL AND TECHNICAL REQUIREMENTS.............................................................29 A.4 CITYVIEW S SOFTWARE SOLUTION..............................................................................................................................40 A.4.1 CityView is Uniquely Qualified....................................................................................................................40 A.5 CITYVIEW RECOMMENDED HARDWARE AND SOFTWARE REQUIREMENTS............................................................................49 A.5.1 CityView hardware and software requirements(on-premise)...................................................................50 A.5.2 CityView hardware and software requirements(hosted)...........................................................................58 A.6 CITYVIEW IMPLEMENTATION METHODOLOGY...............................................................................................................63 A.7 CITYVIEW SUPPORT AND MAINTENANCE......................................................................................................................69 A.8 CITYVIEW TRAINING APPROACH.................................................................................................................................7 3 A.8.1 CityView system and training documentation/materials...........................................................................78 HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 i 4 citmew, B. Company history B. Company history B.1 CityView profile ..................................................................................................................................................................................................................................................... O Cftyffiewa division of 0 HARRIS ❖ Since its inception 36 years ago, the makers of CityView have focused solely and completely on creating comprehensive permitting and planning solutions for municipalities across the Continent. ❖ CityView's headquarters and main servicing office is in Victoria, BC 14464 Markham Street, Suite 1202, Victoria, BC., V8Z 7X8 I Phone: 1.800.665.5647 FAX: 314.275.8776 1 www. Municipalsoftware.com ❖ Satellite offices in Missouri, North Carolina, Oregon, Ontario and Alberta. ❖ 210 maintenance-paying Local Government customers using CityView products across 37 U.S. States and 7 Canadian Provinces. ❖ CityView, an unincorporated division, of N. Harris Computer Corporation (proud, successful, and profitable) is owned by the Constellation Software Inc. group of companies. ❖ Constellation is a publically traded company on the Toronto Stock Exchange under (TSX: CSU). Constellation's revenues in 2017 were $2.48 billion. For more information on our financial status, please visit Constellation's website: http://www.csisoftware.com. ❖ CityView staff experienced and knowledgeable in your business, and committed to success in our business. For over three decades, our CityView solutions are proven from working successfully with building, engineering, planning, code enforcement, GIS and other departments concerned with land management. These systems are implemented to; provide an electronic system that automates workflow and data entry, eliminates redundant data, provides easily accessible data and reporting functionality, streamlines revenue collection, ensures accountability, assists users with their daily tasks and improves customer service to citizens and developers. Our customers are able to capitalize on their existing investments in third party software such as Financial Systems, GIS (Esri), Electronic Document and Records Management Systems and others by facilitating data flow between them and CityView. ^�l HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 5 cityview B. Company history 0 ProductsCityView • Partner Serving local Property Information Rental Housing Experienced governments since )0 Permits& Marriage and Death innovative 1982 Inspections Registration Flexible Software Over 1 successful Code Enforcement Parking Management Committed Staff implementations Stable> Covering 37 States > Business Licensing Management Portal Mobileand 7 Provinces > Animal Licensing > CityView across North > Service Requests > CityView CashieringAmerica > > CityView GIS 8.2 CityView partners ..................................................................................................................................................................................................................................................... AjjCV06S( ' Microsoft Certified Gold Partner, GOLD CERTIFIED CityView is able to use the latest in Partner technological advances, including CityView Partnerships Microsoft's .NET platform to continuously develop and enhance the CityView product line. As an Esri partner for more than 15 BLUEBEAM CityView is an years, CityView is able to provide the GOLD authorized and certified of innovation of industry-leading mapping to registered reseller PARTNER Bluebeam,third party staff and citizens in cities and counties software, products and a Bluebeam Gold Tier Partner. AUTHORIZED throughout North America. CityView leverages the PDF markup technology inside BU SINER5 PARTNER of CityView's workflow and plan review processes. ® ew Selectron CityViProfessional TECHN OLOG IES, INC customers Development benefit by having Partnership with Laserfiche stems from the natural access to the latest communication technologies symbiosis between the roles they fulfill for without having to deal with multiple vendors. Municipalities. CityView is part of the OnBase CityView OnBase Developers Network(ODN)for = Invoicekl-_.�.IOUC; partners with by Hyland Hyland software. OnBase is a Invoice Cloud single enterprise information platform for managing to provide content, processes and cases. customers with secure,simple, reliable, and mobile payments online. HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 F— 6 chewC. Project team C. Project team Your CityView team will not only have appreciable experience with the way local government development departments do business but will also come with best practices and ideas that come from implementing projects across all of North America. The City will be in very capable hands! C.1 CityView staff ..................................................................................................................................................................................................................................................... Management Profiles Name Title Industry Experience Jean Soucy President— Harris Public Sector Group (PSG) 20+ years Dennis Asbury Senior Executive Vice President PSG 20+ years Sean Higgins Executive Vice President - CityView 18 years Susan McCormick Vice President - Business Operations 20+ years Angus Simpson Vice President— Sales & Marketing 20+ years Doug Thorsteinson Vice President— Professional Services 25 years Dale Peters Director of Customer Success 10+ years Steve Graham Technical Architect 20+ years Project team profiles* Name Title Industry Experience Teri Wright Senior Project Manager 20 years Sheila McQueen Project Manager 10 years Mark Atkinson Research & Development Manager 18 years John Edwards Support Team Lead 16 years Jatinder Chadha Implementation Specialist & Trainer 6 years Adam Wicks Data Conversion — Interface Specialist 6 years Yuliya Melnyk Quality Assurance Team Lead 12 years * Should one of the above staff members be unavailable during the project, an alternate employee with corresponding capabilities and qualities, will be assigned to the project. Please refer to Appendix A.2 for detailed biographies and an organizational chart. (CityView will be the prime and only contractor - no subcontractors or other offerors will be used) ^�l HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 7 cityView, D. Experience and references D. Experience and references D.1 CityView implementations/references ..................................................................................................................................................................................................................................................... Throughout our 36 year history CityView has focused on needs of community development and licensing departments for local governments. These solutions are based on our combined years of experience in municipalities and on a product that easily adapts to changing practices. We are committed to providing a complete delivery model of CityView including: installation, conversion, implementation/configuration, training, and ongoing support. We want to be a trusted advisor, coach and supporter. More than just a vendor, we want to be the company to partner with. This is evident through our many satisfied customers. There are over 210 maintenance-paying local government customers using CityView products across 37 U.S. states and 7 Canadian provinces. Our customers range in size from populations of 6,000 through to large cities and counties of 600,000. After review of the below references, should you require additional ones we would be happy to provide. Jurisdiction Contact Details Cherokee County, GA Ana Silbernagel CityView modules: Property 90 North Street, Suite 360 Development Services Center Information, Permits & Canton, GA 30114 Director Inspections, Planning, Code Enforcement, Cashiering, Population: 235,900 (770) 721-7816 Licensing Business/ asilbernagel@cherokeega.com Occupational, CityView Electronic Plans Review, CityView Portal , CityView Mobile, CityView Outlook Add-in, and Integration with GIS. Customer since: 2008 with continual add-ons Augusta, GA Debbie Freeman CityView modules: Property Annex 101 Project Manager, Information Information, Permits & Municipal Building Technology Inspections, Planning, Code 530 Greene Street Enforcement, Cashiering, Licensing, CityView Portal , Augusta, GA 30901 (706) 821-2532 CityView Mobile, and Freeman@augustaga.gov CityView Electronic Plans Population: 196,741 Review. Customer since: 2007 with continual add-ons HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 8 cityView D. Experience and references City of Cartersville, GA Meredith Ulmer CityView modules: Property PO Box 1390 City Clerk Information, Permits & Cartersville, GA 30120-1390 Inspections, Business Licensing for Contractor licensing, and (770) 387-5606 Code Enforcement. Population: 20,753 mulmer@cityofcartersville.org Extensions include CityView MS Word Add-in and real- time cash receipting integration. Customer since: 2016 D.1.1 What CityView customers are saying Who better to evaluate the CityView software than customers who can compare it with their own experiences. What CityView Customers are saying about us: O kE oo "The configurability of CityView allows us to implement changes quickly and at no additional cost. We have support from our own internal IT department, but do not require a dedicated CityView IT person on staff. The system is designed simply enough to allow us to implement business process changes as needed; it doesn't take a developer to make these changes. "The value added is the cost savings from not having to pay the vendor for these changes. Therefore, we don't have to go through the process of asking for additional funding every time we need to improve our process and make changes in CityView. With the economy like it is, CityView lets us do more with less." Ana Silbernagel, Permit Manager and Brenda Flowers, IT Sr. DBA; Cherokee County, GA "I was impressed with how quickly CityView Mobile was j implemented for Augusta, GA. After one small configuration change made by Tech Support, we were up and running. This is one of the most efficient mobile applications we've dealt with. Our Building Inspectors really like it." - Debbie Freeman, IT Project Manager from Augusta-Richmond County, GA, appreciates the ease of implementation: ^�l HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 9 cityView, D. Experience and references D.1.2 Return on investments the City of Milton can expect to realize The City of Milton is making a significant investment in this project and we believe it is important to consider the total return on that investment. Many systems on the market are low-cost and therefore have a low 5-year total cost of ownership (TCO). However, price alone does not cause those systems to be selected as the systems of choice. CityView's clients have provided quantifiable metrics for returns on investment that the City of Milton may realize. The following are real and measurable benefits: • Rockingham County, VA, present the following metrics and guarantees with their CityView system that were not evident with their prior system: o All permits guaranteed to be issued/turned around within 21 days o Over the counter permits (e.g. deck permit) takes 12 minutes from customer entry at County office to exit with fees paid and permit in hand. o Implementation of CityView recovered revenues of $70,000/year that the County was losing with the old system because of incorrect fee calculations. o CityView Mobile (hardware, software and implementation services) was paid for in 2.5 months from gasoline savings alone. The inspectors no longer needed to waste gas driving to and from County offices. o By mapping Code Enforcement records in CityView and identifying high risk zones within the County as a result, the County was able to conduct proactive outreach and reduce Code Enforcement incidents from the affected areas. • City of Grove City, OH, with the implementation of CityView field inspections capability and CityView citizen service capability were able to achieve the following metrics: o Reduction in front counter inspection and permit status calls by 60% o Reduction in inspection cancellations by 30% • Township of Canton, MI implemented CityView Mobile and inspectors have been able to complete their daily inspections in one hour less, on average, than it used to take them. • Collier County, FL. 36% of building permits (16,467) were electronically submitted through CityView Portal. This saves time (the turnaround time for electronic permits is 14 days; for paper permits, it is 21 days), money, and paper for the County and their constituents. Collier plans to increase the percentage again next year. o Permitting: total inspections—285,265; total applications—45,419 o Planning: total inspections—3236; total applications — 2751 (electronic— 848; paper— 1903) o Code Enforcement —total inspections 18,874; total cases 13,952 o Transaction total: $107,939,931 • City of Airdrie, AB, with CityView, reduced permit turnaround time from: 23 days to 10 days— house permits 7.8 days to 2.6 days— accessory permits ^�l l`�� HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 10 cilvviewE. Project understanding and proposed solution E. Project understanding and proposed solution CityView is pleased to provide the City of Milton with this response to its Electronic Plan Review, Permitting & Inspections Software RFP. We have been designing, implementing and supporting Development Services solutions for thirty- six (36) years. With over 210 customers across North America, including the City of Cartersville, GA, Cherokee County, GA and Augusta, GA, CityView will bring the experience and proven expertise to the City to ensure a successful project. In addition, we will bring the following to the City's project: • State-of-the-art technology and class-leading functionality in the office, via the web and in the field • Powerful configuration and reporting tools so your system will continue to meet your needs • A fully integrated enterprise source of data for the City and your customers • Enhanced customer service through improved efficiencies and accountability Key features of the CityView solution Improve Accountability through Automated Workflow: CityView is an Activities-based workflow system providing users with a consistent path through the system, facilitating the training of new employees, and ensuring that employees and departments are aware when tasks have been assigned to them, making it clear to users which steps are part of a particular process, when those tasks become due, and who is responsible for them. The CityView Graphical Workflow Designer allows the City to easily maintain and develop additional workflows as your requirements change without the reliance on CityView. Improve Communication with the Best Tools on the Market: The CityView MS Word Add-in allows users with designated "configuration" rights to modify and create letter templates for use within the CityView business processes. This add-in is a rich editing environment allowing users to work in a product that they are already very familiar with: Microsoft Word. The MS Word Add-In is compatible with Office 2010 and Office 2013. Keep Complete Records: The CityView MS Outlook Add-in allows data from CityView and Outlook to be easily shared between the two applications with minimal user intervention. Emails can be attached to permits/cases/projects/contractors from Outlook so that all communications involving properties and cases are recorded with their associated data in CityView, for future reference. User's CityView To-Do lists are displayed in Outlook and Activities can be added as appointments to the Outlook Calendar as well as Tasks within Outlook, for pop-up reminders. Linking from these Activities will take the users directly to the specific record in CityView. Seamless Integration with GIS: CityView's Integration with Esri's ArcGIS Server or ArcGIS Online assimilates mapping and spatial analysis into the everyday business activities of CityView users in the office, in the field and publically. l'l HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 11 CiNview, E. Project understanding and proposed solution The deeply integrated GIS capabilities allow all staff to quickly locate a job location on a map; measure distance, boundaries and areas, create adjacent and buffered spatial queries for mailing lists, kick-off permit and other processes from the map and spatially analyze the surroundings of subject properties and project footprints. While the integration requires an ArcGIS Server license or ArcGIS Online subscription account, CityView users do not consume additional individual Esri user licenses, though ArcGIS Online accounts do consume service credits. The integrated mapping capability is available to all CityView users and can be controlled through the permissions and role capabilities of the CityView security model. Improve Staff Productivity through Mobile Technology: CityView Mobile provides development inspectors with the necessary tools to record their inspections in real-time from their smartphones or tablets. CityView Mobile is built for ease of use and ease of deployment, incorporating practical functionality to enable you to get the job done. Not only will the City increase staff productivity and customer service, but our customers have seen great savings in gas alone with the use of CityView Mobile. Staff will be able to complete their inspections in the field in real-time (on any mobile device), reducing the number of phone calls to your office and eliminating duplicate data entry. Enhance the City's current Online Services: The CityView Portal provides a simple step by step process for your citizens to access City services. CityView Portal utilizes your established workflow and business rules enabling the City to continue to meet the ever changing needs of a digital community. By offering processes such as applying for permits, submitting complaints etc., the City can reduce call volumes by up to 60%, while providing real-time access to information as you determine necessary. Report on the Past to Shape Your Future: Detailed out-of-the-box reports provide immediate visibility on daily business activities such as the status of all Building Permits, while statistical and summary reports allow you to track performance metrics such as the number of cases assigned to each Inspector. End-user ad hoc needs are met through CityView Reporter, which provides for Pivot table reports, Detail reports and Charts and graphs. This reporting tool is a drag and drop ad hoc reporter allowing end-users to drag and drop fields into Rows and Columns, add filter criteria, select the content (e.g. Counts, Averages, Variances, Sums, Max, Min, Standard Deviations, Running values etc.), select how to group the data and label the groups and render the reports in CityView very quickly and professionally. Reports are rendered in Microsoft SQL Server Reporting Services (SSRS), right within the CityView product. Reports can be saved for future repetitive use, exported to Excel, PDF and Word and printed. Charts can also be quickly generated, using drag and drop tools to drop fields into X and Y axes, Series and categories to create line graphs, Pie charts, bar graphs, areas, doughnuts and column graphs. CityView reports can be pulled into the dashboard to run dynamically. Simple reporting tools allow all your users quickly create and generate the reports you need, and easily add them to their user Dashboard! Please refer to Appendix A.3 through A.5 including subsections for additional information. ^*"l vyl I HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 12 cityView F. Sample implementation schedule F. Sample implementation schedule A standard/typical project schedule follows below. Please note this is a draft plan and a final plan will be discussed and accepted by both CityView and the City as an initial stage of the implementation. ID Tag&Name Mm*a Work Siad Finish Rem-rce NoFneit 1 CKVVww Modulas{RY,P9,PL,EPR,CAJ 164 days 1 ro119 hFs Tue SHAM Fri 12m4/1 eI 3 Gardrac#SiBnatun Oda" 4 hrs Tuo 5/1119 Tus 5elm alOityVivW.5iN 3 Kickoff Aotivhles(Pri4m Nnnagernent ORalte) 4 days 40 hra Wed SMI$ Your 5?/111- 4 Confirm Dellreratles 8 Payment Mlleatones 4 hr1 8 hra Wed&2118 Wed 512118 C4VIew,Cferil 6 OWWrm PROKl ststsing 4 hrs is hrs wad$♦zeta wed$/via CilyVinW.C$6M 6 Provide copy of detebsEe to he analyzed 0.5 days, 4 hrs Thu WWII Thu 5Wl B C lient 7 Pre-data eollaa*m preperawn(cNalte) 2.S days 20 hrTaw&Wi8 Mon rv7ol B Client 8 Ihfrrrs#ruduro RWriew 7 do$ 14 hirs Thu 517116 Fri 5111181 8 Camplale IT lrhmuwure surrey 5 days 6 hrs Thu 513118 Wed 513118iC4i9rd[20%] 10 Analyze IT Inkastruciure Review-Remote 2 days 6 hrs Thu Gel M8 Fri 5111110i0AYVleiiJ50%l 11 6f.RCvnr IT Ini'm5trUHUrn Rnvi9Hr 9 dAys 0 hrs Fil$111/14 Fri rRilMr CayVlew 12 Dara CoOecGon,Data(lapping,and Workbook 5e9sians(Remote) 14,5 days 116 Ira Man 5/1418 rd Gmn 1 is Property imornmon 10.6 days 4 hrs Mon$11411$ Man$114119 cfwvlew J= Petrnik dhd Inspeclion5,anti Letters 0,75 da" 6 ht& Mai 511-011$ TUB 5115/19 Cdy�VierW 15 Planning,incl Letlteni 0.75 de yel s bre Tue vii 5010 Tue 515/18 CityView 11} Elomnxic Pmrs ks%daw(EPR) 1 OW a hrs W4d$114n8 wed$114/19 CRYVIeW 17 C3ehieririg.irKl LeilErs 0.5 daw9 d hrs: Thu 611711$ Thu 5!1711 @i1ZAyViEw 18 Mobile end Portal GDn%tration 4 days 32 hrs Thu 5117118 Wed 5J23H8iC4Viaw 19 SUppdrtad.EDM$040nom 1 i$hrs W#d$mei 5 ThU&f 191GryVlew 24 Gala Mappiriolfilerraces-remote 6 dill 46 hrs. Thu 512-0118 Fri 6/111 aicafyviEw Data Collection-Cttstomization 3 Workflow(Orafto 2 19 hrs bion W4118 Wad Gf61i11 11 Permits ars InWetuons 1 a hrs Akm&d i8 Tue E15J186VVIEw 23 Planning 1 day 13 hrs TuE X6119 WEd 6N19ICifyViEw _ Data Cegk tlom-CustamiOfh zatiom 3 Workflow( he) i day B his Wed GEM Thu Gff1i 1i 1E Permds and inspections 0,5 days 4 hrs Need&FiM Wed af6J1alch View 26 Planning 0.5 days 4 hrs T1xr 61711$ Thu 617115iCAyView 27 Data conversiom 90 days 80 his Thu W71i8 Thu 71&18 26 Property.Permlls and Inapee9ursa,and Planning Cnn+rerom 20 dod a0 hrs Thu 61711$ Thu 71511 a CityVlinA50%] 29 fN(Sim Configuration 37,75 151 hrs Zhu 715118 Tue 8/2111/1 30 Property Information 2 de S hra Tim 71518 Mon V9/11CAyViaw[50%J 81 Parnihs aril In%mMlons 12.75 d@R 51 hrg Mrn 7113118 Thu 7126/11 UtYV1mA50%J 7T Planning 12 dayv 46 hrs Thu 7126n8 Mon 8!13119 GltyviaM150'Al 38 Elac ionic Plana Review(EPR) 1 day 4 hrs Mon 811318 Tue 114118,GtyViexJ5Q%J 84 Cmhleiing 1,75 dop 7 hrs Tue 6/14114 Wed ff11511a CiiyVlegS0%J 745 QA Curlrgurad Utiviranmanl 9.25 dan 73 hrs Thu Ni vie Tue 9128/18 C;ItyVIenJ6p%( 36 Envxaimenr Confiounstion CAmok4a 0 deyB 0 hrs Tue 812811 B Tue 1128/18 CityView 87 Infer+#ce Ganiiguratilan 0 onlil ZW hrs Fri OHM 5 Fri 81171114 76Idarf"C<Wri9Urdtign 42 days 148 hrs Fri 411118 Tk*7!$1118 CityViCY450'Al 39 QA on Interface DBsgn and Implemantadcn, 13 days 52 hrs Tue 7131111 Fri 611711 S CiLyViffwJ5Q%l 40 0tr1 oT 1hf4dox- 1a+1iwwal1dAa0Wna Antl t6on$ 24 hs Tue 11ry1#9zw Al 0071BRcriiernentAclvilies 15,5 de 62 hrs Tum 81211/1B TUB 9118/1BCrlyviffM50%l 42 Cuatcanizatilm Rsoiaw/RefinamentAi:%wlree 4.5 de 1S hra Tue 9118119 Tue 9115118 ClientJ50%] 43 Any additional k1kr3 arr svn6gured,aid. 10 da 40 hrqTv■9145119 Tue•101g/131G1irnIJ60%J 4A CrwAAoceptanca7esiing 20 de 190h Tue 10fW18 Tue 11J611E;Cdyview 45 Aceeoienoe and Client Sian-Off-IF nel Envirorrnenl 0 daym 0 hra Tue I I ffiYU Tue 11J6HE CAyVIEw,C&nt —a- 46 End U3mw Training and Go-Live(Onsite, 29.5 172 hr! Tue 1 U6011 Fri 1 2/1 411 91 417 Enmonrtentrefresh and go live prepereliorls3 de 24 hrs Tue i 10157 Fri 111!3192 G ty'dow 48 C wmkrA End UeerTraitig(includes Mobile Training) 7.5 del; 60 hrs Mori 11112118 Wed 1112119E GItyVIEw 49 Craft plau%ureal data extraction on FTP silo 1 4VA a hrs Mon 11129+1:3 Tue IU2'OE Client 50 Final dale canvermmand ga live preparations 1 dayl 6 hrs Tue 111F7ms Wed 11J2dME Gity'dow 51 Cad lige Facillta lm(Onerte) 3 dayel 24 hrs Mat 1218118 Thu lZri 9 S CltyVlew Fast Raphe Ants And ConkVrdffion TP¢Inlrrg (Onalre) 4 dayl 3T hrs Tett 1VIVIO wed 1W1Z11001IVIew 53 Portal end Blueheam(EPRI Trairarg{remelts) 1 6 hrs Wed 12112118 Thu 12!13{1 BCrfyview 54 SysAdmin Training{ranoieJ 1 day 8 hra Thu 1211318 Fri 92!141111rltyVlew ^`r r`_?, HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 13 D"View G. Pricing G. Pricing Per Addendum #1, we have provided the Cost Proposal in a separate sealed envelope. l'l HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 14 cityview Appendix A. Additional required information Appendix A. Additional required information A.1 Addenda acknowledgement forms ..................................................................................................................................................................................................................................................... MI LTOI`�'� FS15f.i•.�..'.�� ACKNOWLEDGEMENT RECEIPT OF ADDENDUM#1 RFP 18-CD02 Upon receipt of documents, please email,fax or mail this page to: City of Milton Attn: Honor Motes, Purchasing Office 2006 Heritage Walk Milton, GA 30004 Phone: 678-242-2500 Fax: 678-242-2444 Email:honor.motes@citvofmiltonao.us I hereby acknowledge receipt of documents pertaining to the above referenced RFP. COMPANY NAME: CitvView, an unincorporated division of N. Harris Computer Corporation CONTACT PERSON. Steve Favalaro ADDRESS: 4464 Markham St.,Suite 1202 PROVINCE CITY: Vittoria STATE BC ZIP: V8Z 7108 PHONE:800.6-65.5647 X-67013 FAX: 314.275,8776 EMAIL ADDRESS: SFavalaro@harriscomputer.com March 13,2418 Signature Date ADDENDUM 41 1lPage RFP 18-CDO2-Add end um # 1 HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 15 cityView Appendix A. Additional required information A.2 CityView resumes ..................................................................................................................................................................................................................................................... A.2.1 Management profiles Please find on the following pages resumes of our management team and qualifications of key staff that will be assigned to implement the CityView Select delivery model. Jean Soucy President — Harris Public Sector Group (PSG) Home Office Location: Ottawa, ON As President of the Public Sector Group, Jean is responsible for the strategic direction and growth of Harris' local government and schools business units. These operating units provide a wide range of mission critical software in areas such as public safety, student information systems, CAMA and property management, financial management, and community development. Jean and his team are focused on developing strong customer relationships, high quality software and effective customer service. Jean brings over 20 years of software industry experience from healthcare, retail, manufacturing and public service sectors. Prior to joining Harris, Jean held executive positions in leading technology firms such as DLGL, MediSolution and 20-20 Technologies, where he had responsibility for growing market share in both mature and emerging markets. Jean holds a Bachelor of Mechanical Engineering from Polytechnique Montreal and an MBA from Concordia University. Dennis Asbury Senior Executive Vice President - PSG Home Office Location: Sarasota, FL As the Senior Executive Vice President of PSG, Dennis focuses on acquisitions, market strategy and building enduring operations at Harris. Dennis has 20+years of Executive Management experience in the technology sector, with more than 10 of those years in public sector software. In his previous roles within Harris Computer Systems, Dennis served as Executive Vice President of Harris ERP, Vice President of Business Operations for Cayenta, Corporate Vice President of Sales and Marketing for Harris, and Executive Vice President of CityView. ^�l HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 271 2018 16 cityview Appendix A. Additional required information Sean Higgins Executive Vice President - CityView Home Office Location: Victoria, BC As the Executive Vice President, Sean is accountable to ensuring CityView meets its goals of delivering a superior customer experience, while ensuring growth, sustainability and ongoing profitability of the business. Together with the leadership team, Sean's focus is on delivering exceptional business solutions to our customer base as well as expanding market share. Sean has been with CityView since 2004, serving many roles including Vice President of Sales and Marketing, Regional Sales Director, and also leading several customer implementations in the role of Business Analyst. Sean has 18 years of experience in technology sales and a Master of Science in Agriculture (CUM LAUDE)from the University of Natal, South Africa. Susan McCormick Vice President — Business Operations Home Office Location: Victoria, BC As Vice President of Business Operations, Susan is responsible for overseeing the operations of the business. Susan directs the leaders of Professional Services, Support and Product Development by managing and measuring their operational performance and implementing strategies in support of our mandate to provide best- of-breed solutions to local governments across North America. Susan has more than 20 years of experience creating software solutions for government agencies in the areas of permitting, enforcement, and land management. Since joining CityView in 2005, Susan has held a number of influential roles, including Executive Vice President and Vice President of R&D. She received her Bachelors of Science, with Honors in Computer Science, from Dalhousie University in Halifax, NS. HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 271 2018 17 cityview Appendix A. Additional required information Angus Simpson Vice President — Sales & Marketing Home Office Location: Victoria, BC As Vice President of Sales & Marketing, Angus leads a team of professionals responsible for placing CityView solutions in the hands of local government agencies that can best benefit from them. Through his team he provides strategic direction to the company to ensure an alignment of product and services with market needs, and he is responsible for aligning CityView's offerings to ensure project and customer success. Angus joined CityView Sales in January 2018. He has 20 years of experience in software technology sales both in Canada and internationally. Angus holds a certificate in Mechanical Engineering from University College Isle of Man and a certificate in Business Management from the University of Alberta. Douglas Thorsteinson Vice President— Professional Services Home Office Location: Victoria, BC As Vice President of Professional Services Doug guides the CityView team of talented Project Managers, Data Conversion and Implementation Specialists in the delivery of our community development solutions to our valued customers, both new and existing. Doug comes to CityView with more than 25 years of experience in senior management. Throughout his career he has held positions as Sales Manager/General Manager for an aquaculture company, developed and initiated new business strategies as Vice President of Operations for a seafood distribution company, and was the Director of Sales and Marketing for a software development company specializing in aviation scheduling and pilot training. ^�l HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 271 2018 18 cityview Appendix A. Additional required information Dale Peters Director of Customer Success Home Office Location: Airdrie, Alberta As Director of Customer Success, Dale is responsible for the management of Support activities. This includes the communication channel with customers from U.S. and Canada by handling trouble tickets issued from customers and staff to resolve software issues. Dale comes to CityView with several years of experience in the very Customer Centric Software Support and Real Estate industry, over which time he established himself as a trusted resource for customers through listening and truly being the Customers' Advocate. Dale's previous experience was with P2 Energy Solutions as Manager, Global Customer Support for Land Management and Operations Software, with more than 10 years of experience in Software Customer Support Roles. In 2007 Dale was honored to receive the Alberta Premiers "Gold" Award of Excellence for his contributions to a three year project entitled "Bringing Land Sales and Postings to the World Wide Web". Dale attended SAIT Polytechnic(Southern Alberta Institute of Technology) Petroleum Engineering and (Mount Royal University) Real Estate License- Calgary, Alberta Steve Graham Technical Architect Home Office Location: Victoria, BC Steve is an accomplished technical architect with over thirty years of experience developing software for a range of platforms and technologies. With a strong technical background, Steve's focus has been to provide solutions that solve user's real needs. He provides high level strategic technical vision, analysis of requirements, identification of key abstractions and definition of the overall architecture. Steve has spent over 20 years guiding the evolution of the core CityView product through numerous technology generations and architectures. In 2002, CityView was the world-wide winner of the Microsoft Certified Partner Awards in the Packaged Application category. Steve received his Engineering degree from the University of Natal, South Africa ^�l HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 271 2018 19 CityView Appendix A. Additional required information A.2.2 Project team The CityView project team assigned to your project would consist of: ➢ Project manager, ➢ Implementation specialists and trainers, ➢ Infrastructure analyst, ➢ Data conversion/interface specialists, ➢ Quality assurance team. Our CityView team is comprised of employees experienced in the business of creating and implementing CityView solutions across the continent. Your team would therefore be staffed with employees that are trained in your business and have experience in this domain. Should one of the following staff members be unavailable during the project, an alternate employee with corresponding capabilities and qualities, will be assigned to the project. A sample of project staff follows. ^*"l l`yl HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 20 cityview Appendix A. Additional required information Teri Wright Senior Project Manager Length of Time with CityView 8 years—Office Location: Victoria, BC Responsibilities As CityView's Project Manager for your implementation, Teri leads a full team of qualified professionals to manage your implementation and training. She is involved in both the facilitation of the project as well as the hands-on work in each project phase to ensure that all requirements are met and project deliverables are clearly defined. Qualifications: After Project Management consulting for the Provincial Government, First Nations, Federal Government, Crown Corporation and within the Private Sector since the mid 90's, Teri joined CityView in 2010 and has been responsible for implementing over 30 projects within Canada and United States covering the full range of local government business processes including building permits, planning department processing, business licensing and compliance enforcement to name a few. Customer Accomplishments A few customers include: Municipality of Anchorage, AK,- (additional K;(additional references upon Town of Schererville, IN; Kings Point, NY; Meridian, MS,- request) S;request) Augusta, GA; City of Yellowknife, NWT; Town of Darien, CT; Quinte West, ON; Cherokee County, GA; Penticton, BC; City of Leduc, AB; Chatham County, NC; Mount Vernon, WA; Norfolk County, ON; City of Newark, DE; City of Sarnia, ON; City of West Kelowna, BC; City of Thornton, CO; Kane County, IL; Niagara Peninsula Conservation Authority, ON; Stevens Point, WI Education Project Management Diploma (honors)— Royal Roads University, Victoria, BC Business Administration Diploma (honors) Computer Programming Diploma (honors) Network Administrator Diploma Accounting and Computers Diploma Web Design Certificate (as well as many other specialized certificates and course) HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 21 cityview Appendix A. Additional required information Sheila McQueen Project Manager Length of Time with CityView Joined in 2017 —Office Location: Victoria, BC Responsibilities As CityView's Project Manager for your implementation, Sheila leads a full team of qualified professionals to manage your implementation and training. She is involved in both the facilitation of the project as well as the hands- on work in each project phase to ensure that all requirements are met and project deliverables are clearly defined. Qualifications: Sheila is an experienced Project Manager, and brings a broad set of skills and knowledge to the CityView team. For the past 10 years, Sheila has worked with multidisciplinary engineering research and development teams within the Public Safety LMR Communication and Medical Device Design sectors. Early in her career, Sheila worked in data analysis and site management at remote environmental research sites for Queen's University, and managed process redesign projects within food manufacturing. Sheila joined CityView in 2017 and has been responsible for implementing projects within North America covering the full range of local government business processes. Customer Accomplishments A few customers include: St Charles, IL; Hamilton, OH (additional references upon request) Education BSc—Mechanical Engineering, Queen's University HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 22 cityview Appendix A. Additional required information Mark Atkinson Research & Development Manager Length of Time with CityView 18 years—Office Location: Victoria, BC Responsibilities Mark is responsible for managing and leading software development for the CityView product lines to meet corporate requirements for functionality, quality, schedule and cost. He provides technical leadership to R&D staff and is responsible for employee development planning, performance planning, and evaluation. Qualifications: Mark brings 18 years of experience working on and enhancing all of the products in the CityView suite. Having worked as a Software Developer, Mark has a wide breadth of understanding of the technical side of CityView. Much of the CityView suite of products was implemented by Mark. As a Research & Development Manager, Mark continues to apply his technical expertise and manage a team of software developers and quality assurance analysts while working with CityView Professional Services staff and our customers to provide quality, timely software solutions. Accomplishments CUSTOMER Collier County, FL; Chatham County, ON; City of (additional references upon Langford, BC request) TECHNICAL Rebuilt/rewrote CityView's Desktop application migrating from C++to C#/.NET code base. Implemented a logical business Rules Engine and activity Workflow model/runtime to name a few. Education Diploma, Computer Science and Technology North Island College, Courtenay, BC HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 23 cityview Appendix A. Additional required information John Edwards CityView Support Team Lead Length of Time with CityView 16 years-Office Location: Victoria, BC Responsibilities John has many years' experience utilizing the CityView product and how it can best be utilized by local governments. He manages the communication channel with customers from Canada and the U.S. by handling trouble tickets issued from customers and staff to resolve software issues. In addition, John has experience with reviewing all customer network infrastructures to ensure software will smoothly operate on all machines and not impact current utilization. He has also reviewed IT processes to identify possible deficiencies. Customer Accomplishments Collier County, FL; City of Miami, FL; Town of the Blue (additional references upon Mountains, ON; City of Kingston, ON; and Cariboo request) Regional District, BC (Canada)to name a few. Education Full Scholarship- Engineering - University of Saskatchewan, Saskatoon, SK. Microsoft Certified Professional- MCSE HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 24 cityview Appendix A. Additional required information Jatinder Chadha Implementation Specialist & Trainer Length of Time with CityView 6 years—Office Location: Victoria, BC Responsibilities As CityView's Implementation Specialist, Jatinder will be working with you directly through on-site visits, follow up calls, training, and demonstrations in order to assist you in defining your configuration requirements. After the workbook collection phase he will configure your CityView environment and prepare the environment for the on-site activities. Jatinder will deliver all end-user training, as well as Go-live facilitation. Qualifications: Jatinder brings 6 years of experience working with CityView as Implementation Specialist and Project Manager. Accomplishments City of Johnson City, TN; City of Rogers, AR; City of Big Bear Lake, CA; District of West Kelowna, BC; Municipality of Anchorage, AK; Town of Bradford West Gwillimbury, ON; Rural Municipality of Hanover, MB; to name a few. Education Bachelor of Science(PCM) Guru Nanak Dev University, Amritsar India Advance Diploma in Software Engineering (ACCP UK) Oracle Certificate(ABAP4.0) HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 25 cityview Appendix A. Additional required information Adam Wicks Data Conversion — Interface Specialist Length of Time with CityView 2 years—Office Location: Victoria, BC Responsibilities Adam is the lead responsible for the property update routine used in all implementations where integration with one or more external property data sources is required. Apart from his robust technical skills and experience, Adam also has a very broad knowledge of local government business processes including permits and inspections, planning, business licensing, and code enforcement. Qualifications: Adam began his career in local government 6 years ago, acquiring extensive experience solving complex business problems through thoughtful analysis and application of modern tools and techniques. Adam came to CityView in 2016 and quickly established himself as a key member of the implementation team. His specialized experience and skillset in spatial datasets has proved to be a valuable asset in the integration of CityView data with the evolution of local government GIS datasets. Customer Accomplishments Minden Hills, ON; City of Johnson City, TN; City of Provo, (additional references upon UT; and the City of St. Augustine. request) Education Bachelors of Science from the University of Victoria Masters of Science from the University of Victoria ^�l HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 26 cityview Appendix A. Additional required information Yuliya Melnyk Quality Assurance Team Lead Length of Time with CityView 12 years—Office Location: Victoria, BC Responsibilities The Quality Assurance Team is responsible for testing the quality of your CityView applications and your custom designed applications. They use a combination of automated and manual testing on your environment. Bug Tracker Tools, Unit Testing, and Manual Test Cases are used in a strategic test plan that results in a stable, error free application for our customers. Qualifications: Yuliya Melnyk, your Quality Assurance Team Lead ensures the quality of your CityView solution. Yuliya and her team are responsible for testing your application and the CityView software. She is responsible for creating a Quality Assurance infrastructure and all the processes within that structure. These processes include test plans, test cases, documentation and personnel. Yuliya has tested and shipped CityView software releases, tested against SQL Server, Oracle and Access databases. She is also responsible for documenting and overseeing the CityView Quality Assurance processes as well as creating and reviewing other company-wide documentation. Customer Accomplishments Canton Township, MI; City of Yucaipa, CA; Teton County, (additional references upon WY and Haldimand County, ON (Canada)to name a few. request) Education Yuliya received a Master's Degree in Computer Science from Chernivtsy State University, Ukraine. Live operation will be supported by your project team directly until 4-6 weeks after go-live, at which time your account will be transitioned formally to the Support team. Thereafter, Support and Maintenance will be provided by a team comprising: Account Management, Sales — Steve Favalaro or designate Account Management, Technical Support and Troubleshooting — Support Team under the management of Dale Peters l`�� HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 27 citvviewAppendix A. Additional required information A.2.3 CityView organizational chart Organization Chart Citwiew Mar 12,2018 y G� smm�ew �kw oam vW. nem�anvemnw mn�ea.,ms e�q au Lor m,lhr Client Services Division,PS HARRIS Electronic Plan Review, Permitting &Inspections Software - RFP No. 18-CD02 March 20, 2018 28 cityviewAppendix A. Additional required information A.3 CityView's response to the City's functional and technical requirements ................................................................................................................................................................................................................................................................. Please find on the following page CityView's response to the City's functional and technical requirements. r``' HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 29 cityview Appendix A. Additional required information Software: Listed below are items to be provided with the system. Proposals shall acknowledge and describe all that are included, not applicable, or other. The system should have the following types of abilities and characteristics 1. General REQUIREMENTS MEETS COMMENTS REQUIREMENTS YES / NO a. On site or cloud based CityView offers both on- solutions will be accepted site (on-premise) and cloud-based (Software Yes Subscription) solutions and have proposed both options for your consideration b. If utilizing a cloud solution, Cloud data is stored in our indicate where the cloud Expedient Datacenter in data is stored and provide Pittsburg, PA. information on how the center is secure as well as Securing the data: The the data Expedient data center meet critical standards that fulfill requirements of a variety of mandates, including HIPAA, PCI DSS Yes and SOX, supported by third-party SSAE18/SOC attestation reports. Physical security: 24x7x365 physical onsite security, multiple man-traps, security system with card entry & bio-metric scanning and cameras with motion detection & recording HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 30 C11"Iew. Appendix A. Additional required information c. System built using responsive CityView Workspace is a design browser interface acceptable via any modern browser. The Mobile user-interface is intended for field-use by City Inspectors with hand- held mobile devices. The Yes Portal user-interface (used by the citizens and contractors) may be used on any desktop computer with a standard browser, or on any modern mobile device. The CityView Portal application detects the user's device and adapts accordingly. d. Provide a feature rich API CityView offers a feature enabling up to Bi-directional rich SOAP API, that allows integration between for integration with 3rd party permitting systems and plan systems. We are currently review software and other developing a REST API and required city systems should the City require this, Yes additional charges may apply. We have included estimates for integration with Incode. The system is also fully-integrated with Bluebeam Revu technology for electronic Ian reviews. e. Migration capabilities from the City's current Permitting System, Meritage and We have included an Impact Fee Calculation estimate for data Program. Shortlisted vendors Yes conversion and will confirm will be given the opportunity it following a review of the to evaluate the databases data. to provide a cost to migrate the data. ^�1 HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 31 C11"Iew. Appendix A. Additional required information f. Ability to accommodate Our on-premise solution twenty (20) concurrent users. utilizes concurrent licensing Yes while our hosted subscription model utilizes named users. g. ARC GIS customizable CityView provides a seamless integration with ArcGIS Server. Further Yes discussion with the City may be required to fully understand what is meant by customizable h. Fully customizable permissions for common and Yes individual users, including dashboards, workflows, etc. i. Provide dashboards with Yes customizable workqueues j. Ability to set up specific Yes, CityView provides a business rules Yes very robust business Rules Engine k. Ability to provide for parallel Configurable through workflows to other CityView's unique departments simultaneously Yes Graphical Workflow Designer I. Ability to provide for While CityView does offer workflow check off sheets this ability, our best for customers and users with practice is the required fields configuration of required Yes fields and "check-off" being done by users resulting an outcome for the various workflow activities ^�1 HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 32 C11"Iew. Appendix A. Additional required information m. Ability to provide for user For the City staff, password reset function passwords are based on security questions authenticated against Active Directory/LDAP. For Public users that access Yes the Portal only, CityView does have the password reset mechanism but it is not based on security questions. This is on our product roadmap. n. Ability to bring the This is one of the greatest department to a paperless strengths of CityView. We capability support and encourage electronic permit Yes applications on-line. The system also accommodates electronic plan review and issues electronic permits via email. o. Provide information if Please refer to our there are any operating recommended system version Yes hardware and software compatibility issues specifications p. Provide information if there are any issues CityView Mobile is operating on any mobile device agnostic. It can devices (Android, Apple Yes be used on any mobile etc.) Proposed system device that supports a shall operate on IOS and modern browser. Android platforms. q. Ability to phase software We do offer this ability, and processes into however our proposal is production over a time Yes period defined by the based on a single City phase implementation 2. Application Submission &Payment a. Electronic application, plan, and supporting document Yes Through CityView Portal submission ^�1 l`�� HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 33 C11"Iew. Appendix A. Additional required information b. Ability to have the upload During implementation portal integrate with the CityView will configure the City's website Yes CityView Portal to reflect the City's website look and feel c. Ability to require a valid Through the CityView email address for setting up Portal registration process, userrequested login users registering will require Yes their email address and a verification email will be sent to them for confirmation d. Ability for users/customers to Yes reset own password e. Automated verification of application pre-requisites, Yes such as: i. Address Verification This is accomplished Yes through our property interface that is configured during the implementation ii. Code enforcement issues Our proposal includes an are associated with estimate for integration address. For code with Incode. That said, enforcement issues the Yes CityView also offers a City uses Accela, comprehensive Code GoEnforce Enforcement module that is fully integrated with related CityView modules. iii. Current property tax payment. For tax Our proposal includes an Yes estimate for integration payments the Cityuses Tyler Incode version 10. with Incode iv. Valid business license. For Our proposal includes an Business licenses the City estimate for integration uses Tyler Incode version Yes with Incode. CityView also 9. offers an integrated Business License module. f. Provide easy collaboration CityView easily facilitates between permit technicians and streamlines and applicant (ie. email Yes communication and notifications, automatic collaboration with internal comment issuance, etc.) and external customers ^�1 HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 34 C11"Iew. Appendix A. Additional required information g. Provide ability for application review prior to payment. System shall Yes provide for multiple types of fee calculations. h. Accept electronic payments Integration with a 3rd Yes party payment gateway is required. 3. Plan Review a. Provide concurrent This is a feature of documentreview Yes Bluebeam Revu, which is included in our proposal b. Communicate markups and Through CityView's comments with permitting seamless integration with software Bluebeam, markups and Yes comments are automatically populated in CityView when the review is saved c. Capability to review vector This is a feature of PDF files Yes Bluebeam Revu, which is included in our proposal d. Ability to batch convert This is a feature of unlimited windows files, CAD Yes Bluebeam Revu, which is or other drawings to PDF included in our proposal e. Ability to produce non- This is a feature of editable documents Yes Bluebeam Revu, which is included in our proposal f. Overlay multiple versions of This is a feature of plans for comparison Yes Bluebeam Revu, which is purposes included in our proposal g. Ability to edit pdf content, This is a feature of add, delete or rotate pages. Yes Bluebeam Revu, which is included in our proposal h. Provide for multiple zoom This is a feature of functions Yes Bluebeam Revu, which is included in our proposal i. Calibrate to various scales This is a feature of Yes Bluebeam Revu, which is included in our proposal ^�l l`�� HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 35 C11"Iew. Appendix A. Additional required information j. Ability to provide accurate This is a feature of measurements within the Yes Bluebeam Revu, which is application included in our proposal k. Ability to calculate square This is a feature of footages for any shape or Yes Bluebeam Revu, which is size of area included in our proposal I. Ability to save common information (stamps etc.) for This is a feature of use by all users as well as Yes Bluebeam Revu, which is capability to save individual included in our proposal information peruser m. Ability to This is a feature of digitally/electronically mark Yes Bluebeam Revu, which is up or redline the plans included in our proposal n. Ability to post information to This is a feature of individual or multiple plan Yes Bluebeam Revu, which is sheets included in our proposal o. Insert digital/electronic This is a feature of commenton the plans Yes Bluebeam Revu, which is included in our proposal p. Utilize a pre-built comment This is a feature of library and modify this Bluebeam Revu utilizing library Yes Bluebeam Revu's toolchest functionality, which is included in our proposal q. Enable collaboration with This is a feature of otherreviewers as well as Yes Bluebeam Revu, which is customers included in our proposal r. Ability to provide real time This is a feature of updating Yes Bluebeam Revu, which is included in our proposal s. Provide ability to version CityView manages the control documents Yes version control of documents t. Ability to export scanned pdf documents to editable This is a feature of office documents if needed Yes Bluebeam Revu, which is as well as produce non- included in our proposal editable documents u. Ability to provide electronic This is a feature of approval stamps, Yes Bluebeam Revu, which is individually and in a batch. included in our proposal ^�l l`�� HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 36 C11"Iew. Appendix A. Additional required information v. Ability to provide a code This is a feature of comparison Yes Bluebeam Revu, which is included in our proposal w. Ability to consolidate the This is a feature of mark ups or redlines Yes Bluebeam Revu, which is included in our proposal x. Customizable notifications via email, text or other Yes Configurable through CityView means y. Electronic release of Yes Configurable through approved documents CityView 4. Permitting & Inspections a. Projects searchable by address, PIN, or permit Yes number b. Ability to provide workflows for all of Milton's permittypes Yes and inspections. c. Easy to build process rules Yes for permit types d. File name convention that CityView provides preserves City of Milton's numerous configuration current permit number options for permit number format Yes formats. Should a custom numbering format be required, additional charges ay apply e. Ability to relate city assigned numbers for preliminary plans, LDP plans, building Yes plans, grading plans, and plats to each other from an address or PIN number. f. Migration capabilities from We have provided an the City's current permitting estimate for data system Meritage Yes conversion to be confirmed upon review of the data ^�1 HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 37 cifffiew, Appendix A. Additional required information g. Ability for applicants to assess status of permit Yes through City web page h. Easy access of plans through inspection process until a Yes CO is issued i. Ability to place a hold on a Our interpretation of this Property and all associated requirement is the ability to permits and activities (ie. place a hold on a c/o's, permits, bond property. This, in turn and releases, etc.) based on the City's requirements, can prevent some workflow from moving forward. Such work Yes may include scheduling inspections, issuance of c/o's, permits, bond releases, etc. If additional configuration is required to meet this requirement other than what is included out of the box, additional charges may apply. j. Ability to track various types Yes of construction bonds. k. Ability to track citizen issues Yes and complaints. ^�l HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 38 cityView Appendix A. Additional required information 5. Reporting a. Provide an overview of the Detailed out-of-the-box system's reporting reports provide immediate capabilities. visibility on daily business activities such as the status of all building permits, while statistical and summary reports allow you to track performance metrics such as the number of cases assigned to each Inspector. End-user ad hoc needs are met through CityView Reporter, which provides for Pivot table reports, detail reports, charts and graphs. This reporting tool is a drag- and-drop ad hoc reporter allowing end-users to drag and drop fields into rows and columns, add filter criteria, select the content (e.g. counts, averages, variances, Yes sums, max, min, standard deviations, running values etc.), select how to group the data and label the groups and render the reports in CityView very quickly and professionally. Reports are rendered in Microsoft SQL Server Reporting Services (SSRS), right within the CityView product. Reports can be saved for future repetitive use, to Excel, PDF and Word and printed. Charts can also be quickly generated, using drag-and- drop tools to drop fields into X and Y axes, series and categories to create line graphs, pie charts, bar graphs, areas, doughnuts and column graphs. CityView reports can be pulled into the dashboard to run dynamically. HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 39 cityview Appendix A. Additional required information A.4 CityView's software solution ................................................................................................................................................................................................................................................................ CityView software has matured over 36 years. The current version reflects the company's vision, creativity, innovation, and experience. Since the first commercially-available product in 1986, CityView has retained its position as a market leader, often the market leader, in the local government land management marketplace. CityView was the first to offer a totally integrated mapping and permitting database solution (1986); first to .NET in 200112; first with a Web Services API; early adopter of the Windows platform; first to offer database replication for field inspections; early adopter of ArcGIS Server integration; first to integrate with Active Directory; amongst the first to deploy a device-agnostic HTML 5; JQuery-based field solution and, first to release the specific stack of web technologies designed for optimum usability in a browser-agnostic business applications. It truly addresses all users' needs with the best of mobile, desktop and browser environments. The CityView 2018 technology can be summarized as follows: ➢ Microsoft .NET, Visual Studio.NET, HTML 5 &JQueryMobile, and now a Single Page Application (SPA) built on an HTML 5 framework, ➢ Multi-Tier, for development, deployment and upgrade ease, as well as scalability, ➢ Leading edge and cutting edge User Interfaces providing maximum functionality and usability, ➢ Browser-agnostic and device-agnostic interfaces for maximum reach and accessibility, ➢ Streamlined deployment for ease of administration and upgradeability, ➢ Microsoft SQL Server database technology, ➢ SQL Server Reporting Services (SSRS) reporting technology, ➢ Enterprise ArcGIS Server integration, employing Java-based and Esri Leaflet viewers, ➢ Web Services and ODBC connectivity, ➢ Configurable, fully integrated, workflow-based business applications leveraging core technologies and employing multiple frameworks for interfacing with third party applications. A.4.1 CityView is Uniquely Qualified The CityView solution is an upgradeable platform, built on state of the art technology, making it more efficient and cost effective to develop, deploy, and manage solutions that scale with your evolving needs. CityView modules are a set of integrated and configurable applications designed to address the unique requirements of local government. All CityView products work as a completely cohesive and integrated solution with no redundancy. CityView modules are delivered in their entirety in a single database solution. CityView employs all recognized tools to ensure the integrity of data entered into the system, including auto-suggestors to speed up data entry and keep it clean, drop down pick-lists to control the values entered, validation rules to authenticate correct data and no redundant data fields to ensure when data is entered it propagates across all fields. We provide easily installed, flexible software solutions that are engineered for the long-term. The information in the following Section, A.4.1.1, is considered Proprietary and Confidential, because it contains specific product architectural and functional descriptions. The following Product Overview is considered a trade secret for CityView and is provided in a separate package for review. (pages 41 — 47). ^*"I l`yl HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 40 cityviewAppendix A. Additional required information A.4.1.2 Data imported/exported from the system -------------------------------------------------------------------------------------------------------------------------- Data can be imported and exported from CityView using our Import/Export functionality. Our proposal does include an estimate to import the City's historical data. A.4.1.3 Security --------------------------------------------------------------------------------------------------------------------------- CityView Security is threaded throughout the application stack and technologies. Security is predominantly role-based and can be inherited as well as controlled at the user level. Security can be applied to application objects such as data entry forms, reports, searches, filters, etc., as well as data through the use of database connections. Record security can also be applied and overridden, e.g. by a supervisor user. CityView has been integrated with Active Directory/LDAP since 2003, providing single sign-on. It is very straightforward to enable LDAP authentication in CityView. Users in Security will have the exact same login ID as their Active Directory login name; and, in turn, that same ID will be used when configuring the list of "employees" on the Employee Maintenance. This allows you to store additional information about the employee but still have it tie back to the login credentials, so that you can do things like determine the department, supervisor, or hourly rate of the currently logged- in user. CityView also has the concept of Record Security, whereby it is not so much the user or the type of data that is being secured, but rather the data is being secured once it is in a particular state. For example, you would normally want Code Enforcement officers to be able to modify the details of a case, but perhaps once that case is "Closed", you want it to be secured from any further edits. Similarly, you may want to make sure that only certain people can see the name of the Complainant on a case, but anyone is allowed to see any other Contacts listed on that case. A.5 CityView recommended hardware and software requirements ..................................................................................................................................................................................................................................................... CityView offers both an on-premise and hosted software subscription solution. The table on the following page outlines the hardware and software requirements to operate CityView as an on-premise (City of Milton) solution. This is followed by a diagram depicting a typical installation. Additional information is provided in the following pages regarding recommended servers, database sizing considerations, third party software, and compliancy tables. A second set of tables outline our hosted software subscription solution. ^�l l`yl HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 49 cityviewAppendix A. Additional required information A.5.1 CityView hardware and software requirements (on-premise) Hardware and software requirements CityView browser client IF too . 1 Chrome Edge IE 11* Firefox CityView servers Windows Server with minimum 4 cores recommended�Ih eer rating System: Microsoft Windows Server 2012 or 8 Gigabytes(GB)of RAM or higher recommended Microsoft .Net 4.6.1 framework is required for 1 gigabytes(GB)of available hard disk space Application, Management, and Web Servers Installation of CityView server components is not IIS: Internet Information Services 8 or greater is required supported on domain controllers for CityView Management and CityView Web Servers Map components: ArcGIS Server 9.3\9.3.1\10\10.1\10.2.2\10.3.1\10.4\10.5 supported ArcGIS Online supported Configuration console client Hardware Software Windows PC with 2GHz clock speed recommended Operating System: Microsoft Windows 10, 8.1 and 8(32 2 gigabytes(GB)of RAM or higher recommended bit and 64 bit), 7 SPI (32 bit and 64 bit), 400 megabytes(MB)of available hard disk space Microsoft .Net 4.6.1 framework must be installed Database server TU-Pported Microsoft SQL Server 2012 and 2012 R2 Windows PC with 2GHz Xeon processor recommended Microsoft SQL Server 2014 8 GB of RAM Microsoft SQL Server 2016 2 GB to 5 GB hard drive space, dependent on database size. *About Internet Explorer - as of January 12, 2016, Microsoft only supports the most current version of Internet Explorer, therefore there may be some formatting issues. r`-?, HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 50 citylview Appendix A. Additional required information CityView Component Architecture Q oCityView Management CityView Configuration Server(IIS) oCityView Sql Server Database CityView Workspace Workspace Server(IIS) (browser) - 1 � CityView ArcGIS Server CityView Mobile Mobile Server(IIS) (browser) 1 Document Management CityView Portal Server(IIS) CityView Public (browser)) :�"Server Other Services: -Active Directory w -Exchange on t C�Z:; Microsoft Word Microsoft Outlook CityView Web Service add-in add-in Web Services API Clients(eg IVR) Server components can be combined onto hardware as necessary. Separate environments are recommended for: Production,Testing,Training. NOTE: The CityView websites (Workspace, Portal and Mobile) require SSL for security. As such, you will need to provide a valid SSL certificate. The two available options are to purchase a signed certificate by a verified SSL Certificate provider. This is the preferred option. Alternatively, a self-signed SSL certificate can be created. The self-signed option requires manual creation of the certificate as well as manual installation of the certification on all client devices. ^�l l`�� HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 51 cil"Iew. Appendix A. Additional required information Data sizing projections There are several services that are typical in our deployment strategy: 1. SQL Server— can be scaled to include failover clusters. Typical day-to-day operation of CityView will not tax the server as most queries will pull less than 10 records per table at a time. This service works directly with Management Server, Application Server and Portal Server processes. Typical permit applications require 1 MB of disk space. 2. CityView Management Server—this is a service that runs in IIS, typically processing login requests, and configuration settings for the software. The only time where the service impacts performance on a server is when a build of the application occurs, typically during maintenance periods. All services need to be able to communicate with this server. 3. CityView Workspace Server—this is a service that runs in IIS and provides the server side processing for the primary Workspace browser user interface most staff will use. This service needs sufficient hardware resources to handle the load. If performance is not ideal, it is certainly possible to have multiple servers deployed to handle load balance or latency concerns. 4. CityView Application Server—this service handles general server side application processing not handled by more specialized servers. This includes scheduled processes, letter generation and document access. 5. CityView Mobile Server— Mobile Server IIS service acts as a gateway to the software for field staff users, and directly queries SQL Server during operation. There is an extremely small footprint for the service, and small memory/CPU overhead. If performance is not ideal, it is certainly possible to have multiple mobile servers deployed to handle load balance or latency concerns. 6. CityView Portal Server— Portal Server IIS service acts as a gateway to the software for browser and mobile users, and directly queries SQL Server during operation. There is an extremely small footprint for the service, and small memory/CPU overhead. If performance is not ideal, it is certainly possible to have multiple portal servers deployed to handle load balance or latency concerns. 7. Document Management/Content Management Server—often handled by third party services, e.g. SharePoint, Laserfiche, TRIM, etc. This can also be defined as a Windows file share (SMB) where we typically recommend 5MB of space per permit for file storage (PDF, DOC, JPG). ^�l HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 52 cityview Appendix A. Additional required information Recommended server requirements The following provides the recommended server requirements. These server configurations have been developed to meet the performance requirements and provide a reasonable level of hardware fault tolerance and growth: Recommended servers Recommended Database server configuration Module Description Processor 2+ Ghz 2 Core processor(Intel Xeon or AMD Opteron) Memory 32GB Storage RAID-5,4(3 + 1 Hot Spare)x 73GB 15K RPM Ultra 320 SCSI (or substitute SSDs for better performance) Network Adapter Gigabit Ethernet Adapter Power Supply Redundant Power Supplies Operating System Windows 2012 Server or higher, Standard Edition Storage configuration: Drives would be configured with three drives in a single RAID-5 set with the fourth drive as a hot spare. This will provide a total of 140Gb of storage which should be adequate. If additional storage is required, adding more drives is more cost effective than increasing the capacity of all drives. A multiple processor capable server is recommended to provide immediate scale-up potential. The CityView system can be scaled out with the addition of more servers and distributing the CityView components to dedicated servers. HARRIS Electronic Plan Review, Permitting &Inspections Software - RFP No. 18-CD02 March 27, 2018 53 cityview Appendix A. Additional required information CityView Management and Application Server configuration Module Description Processor 2+ Ghz Dual Core processor(Intel Xeon or AMD Opteron) Memory 8 GB Storage RAID-1 or RAID-5, Storage requirements < 1Gb Network Adapter Gigabit Ethernet Adapter Power Supply Redundant Power Supplies Operating System Windows 2012 Server or higher, Standard Edition CityView Workspace Server configuration .............. ........ ............... Module Description Processor 2+ Ghz 8 Core processor(Intel Xeon or AMD Opteron) Memory 32 GB Storage RAID-1 or RAID-5, Storage requirements < 1Gb Network Adapter Gigabit Ethernet Adapter Power Supply Redundant Power Supplies Operating System Windows 2012 Server or higher, Standard Edition ^�l HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 54 cityview Appendix A. Additional required information CityView Portal Server configuration Module Description Processor 2 Ghz Dual Core processor(Intel Xeon or AMD Opteron) Memory 8 GB Storage3 RAID-1, 2 x 80GB 7200 RPM SATA Network Adapter Gigabit Ethernet Adapter Power Supply Redundant Power Supplies Operating System Windows 2012 Server or higher, Standard Edition Note this server will require firewall port availability, Port 80 TCP to CityView Management Server, and Port 1433 for communication to SQL Server. CityView Test Server configuration Module Description Processor 2 Ghz P4(or equivalent Virtual Machine) Memory 8 GB Storage3 80GB 7200 RPM SATA or ATA-133 Network Adapter Gigabit Ethernet Adapter Operating System Windows 2012 Server or higher, Standard Edition CityView Mobile configuration Mobile devices-this is a Web, browser-based interface that can be utilized by a very large array of devices. Please note that for tablets and smartphones, the browsers themselves can have different navigational methods of handling file attachments(Upload and download). Ideally, lower latency works best when handling upload/download of large file attachments with our product. 3G network connectivity is adequate however. ^�l HARRIS Electronic Plan Review, Permitting &Inspections Software - RFP No. 18-CD02 March 27, 2018 55 cityViewAppendix A. Additional required information Required 3rd party components Aside from Excel, all of the below come as part of CityView, or are downloadable(IIS). Alternate versions are not supported. ✓ Required Supported CityView CityView CityView CityView CityView Portal, Web Product Configuration Management Application Mobile, Service Console Server Server and API Workspace Server Syncfusion Essential ✓ ✓ Studio for .Net 12 ................................................................................................................................................................................................................................................................................................................................................................................................................... Data Dynamics ✓ ✓ ✓ Active Reports 4.3 ................................................................................................................................................................................................................................................................................................................................................................................................................... TxText Control for ✓ ✓ ✓ ✓ .Net 15.1 ....... ........................................................................................................................................................................................................................................................................................................................................................................................................ jQuery ✓ ................................................................................................................................................................................................................................................................................................................................................................................................................... Excel 2003, 2007, 2010, 2013, 2016 (for exporting Grids, Activity Calendar) IIs ✓ ✓ IIS 10 (Integrated ✓ ✓ ✓ Mode) IIS 8.5 (Integrated ✓ ✓ ✓ Mode) IIS 8 (Integrated ✓ ✓ ✓ Mode) IIS prior ✓ ✓ ✓ version HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 56 cityviewAppendix A. Additional required information Supported technologies Database Support Microsoft Exchange(for ityViiew Mobile, Device Support WF Calenclaring) 732,-B i t Office 365 Exchange 64_ it Exchange 2013 Android 2.3 or higher Sql erver 2016 Exchan e 2010 Windows phone 7 or higher ql Server 2014 1/ Exchan e 2007(Ieqacy� Other devices Sql Server 2012 R2 Exchange Prior Versions Sql Server 2012 Email Support Sql Server prior versions SMTP Soap Toolkit 3.0 mailto: Soap/XML Version 1.2 Office XP Web Services Toolkit Signature Pads ePad Vision 1 V ePad 11 / ePad USB Brother Label printer M1 Document Management System CityView Portal Browser Su iew Mapping Support Support ArcGIS Server, Standard or SharePoint 2016,2013, 2010 1/ IE 11 Microsoft Edge Advanced Edition v1 0.5,v1 0.4 Firefox 52 or higher only) Advanced Edition 00.3.1 ArcGIS Server, Standard or Laserf iche 9, 10 1/ Chrome 57 or higher Advanced Edition v10.2.2 lrcdls Seiver, Standard or Advanced Edition v1 0.1 ArcGIS Server, Standard or ayment Processor Support Advanced Edition v1 0.0 with ArcGIS Server Standard or PaperVision(Versions 78&79) Invoice Cloud—PREFERRED Advanced Edition v9.3(lega nBase 16.0.0.17 Pay OV ArcGIS Server Basic Edition Hosted Platforms Support rtual H ng Support Terminal Services rix 1.80 and Above MSB Nexus Microsoft Virtual Server 2008 Acculynk Microsoft Outlook Add-in Support Active Class Revu extreme 17, 16, 15, 12, Outlook 2016, 2013 1/ BIS Online /4 11 Beanstrearn utlook prior versions Moneris eSelect Revu 10(legacy support) &In testing 'Supported with Web Services API ?Not tested 2 Supported with WebDAVAPI ,/Planned `non-PCI Compliant *About Internet Explorer asofJanuary 12' Z01§' Microsoft only ^Required m Prepare and Flatten documents supports the most current version ofInternet Explorer,therefore there may besome formatting issues. 'Supported but not for Compare Operations r_�� H/\0RI6 Electronic Plan Review, Permitting &Inspections Software RFP No. 18 CDO2 March27 2018 cityviewAppendix A. Additional required information A.5.2 CityView hardware and software requirements (hosted) Hardware and software requirements CityView browser client Chrome Edge IE 11* Fi refox Configuration console client Windows PC with 2GHz clock speed Operating System: Microsoft Windows 10, 8.1 and 8 recommended (32 bit and 64 bit), 7 SP1 (32 bit and 64 bit) 2 gigabytes(GB)of RAM or higher recommended Microsoft .Net 4.6.1 framework must be installed 400 megabytes(MB)of available hard disk space ANCityView Mobile configuration Mobile devices—this is a Web, browser-based interface that can be utilized by a very large array of devices. Please note that for tablets and smartphones, the browsers themselves can have different navigational methods of handling file attachments(Upload and download). Ideally, lower latency works best when handling upload/download of large file attachments with our product. 3G network connectivity is adequate however. *About Internet Explorer - as of January 12, 2016, Microsoft only supports the most current version of Internet Explorer, therefore there may be some formatting issues. **For CityView component architecture, refer to diagram on page 51. HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 58 cityview Appendix A. Additional required information Supported technologies Document Management System Support Share Point 2016, 2013, 2010 ✓ HP Trim v7.3 (CityView Laserfiche 9, 10 ✓ Desktop only) Laserfiche WebAccess 9, 10 ✓ Laserfiche Weblink 9, 10 79jerVision (Versions 78 & ✓ ✓ ✓ eB OnBase 16.0.0.17 SupportCityView Mapping ArcGIS Server, Standard or ✓ ArcGIS Server, Standard or I ✓ ArcGIS Server, Standard or ✓ Advanced Edition v10.5,v10.4Advanced Edition v10.3.1 Advanced Edition v10.2.2 ArcGIS Server, Standard or ArcGIS Server, Standard or ArcGIS Server Standard or Advanced Edition v10.1 Advanced Edition v10.0 ✓ Advanced Edition v9.3 ✓ with SP4 (legacy) ..............................................................................................................................................._............................................................................................................................................................ .............................................................. ArcGIS Online ✓ ArcGIS Server Basic Edition ✓ ArcGIS Server prior versions ✓ Cii lyiew Portal BrowserSupport IE 11*, Microsoft Edge ✓ Firefox 52 or higher ✓ Chrome 57 or higher ✓ ..............................................................................................................................................._............................................................................................................................................................_;.........................................................................................................................................................:............................... Prior versions, Other ✓ browsers Microsoft • . . Add-in CityView Mobile, Device Support Support OS 4 or higher(iPhone, iPad, ✓ ePad Vision ✓ Outlook 2016, 2013 ✓ iPod) ........................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................ Android 2.3 or higher ✓ ePad II ✓ Outlook 2010 ✓ ................................................................................................................................................:....................................................................................................................................................................................................................................................................................................................................................... Windows phone 7 or higher ✓ ePad USB ✓ Outlook prior versions ✓ Other devices V Brother Labelp rinter E&L Paymnent Processor 6 Bluebearn 3 rd Party Software Surt (Required for Electronic Plans= . .. IdL Review) Invoice Cloud - PREFERRED ✓ MSB Nexus ✓ Revu Studio ✓z Paymentus- PREFERRED ✓ Active Class ✓ PayGOV ✓ BIS Online ✓ iTransact ✓' Beanstream ✓ ............................................................................................................................................................................ ........................................................................................... Moneris eSelect ✓ PayPal's PayFlow Pro v 4.3 ✓' ..............................................................................................................................................._................................................................................................................................................................................................................................................................................................................................ .... Authorize.Net ✓ Acculynk ✓ ............. ..............................................................................................................................................._;............................ .................................................................................................................._:.........................................................................................................................................................:............................... 0 In testing 'non-PCI Compliant ?Not tested 2Required to Prepare and Flatten documents ,/Planned *About Internet Explorer - as of January 12, 2016, Microsoft only supports the most current version of Internet Explorer, therefore there may be some formatting issues. r`-?, HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 27, 2018 59 Offiew", Appendix A. Additional required information 3.6.2.1 CityView hosted software subscription model --------------------------------------------------------------------------------------------------------------------------- CityView offers both a hosted software subscription and an on-premise model. Our hosted software subscription licensing model allows for the installation of testing, training and production environments that the City would have access to. Customers' environments are hosted in the Harris data center located in Pittsburgh, PA. A summary of the specifications of the data center follows: • Nationwide multi-terabit network that delivers industry leading IP and network solutions at the fastest speeds available today. • Situated in an area with very low natural disaster threats. • Runs off of a state of the art primary and backup power supply. • Precision cooling system with regular preventative maintenance and pre-action fire sprinkler system. • Mesh backbone with a 100Mbps dedicated connection burstable to 1 Gb in the event of higher network traffic. 99.9% network uptime. Includes redundant firewalls, load balances and switches all running off Gigabit internal network. Load balancers to distribute application load. • Secure keycard access, monitoring for network intrusion, vulnerability scanning using industry-rated scanning and penetration software. • Several methods employed for conducting and preserving backups, including local server for quick recovery, backup to offsite SAN, backup to cloud-based services. 3-hour on-site services for hardware failure. • Dedicated services team monitoring infrastructure 7-days a week and on holidays. The following software licenses are required: • A single site license for CityView Server software. This provides the CityView enterprise platform and system administration tools. • A single software license for each of the CityView modules purchased (all modules are fully contained in the database, so integration is complete). • Named users — For the hosted software subscription model CityView offers named user licenses. Please refer below and to the following page for frequently asked questions and their answers regarding our hosted subscription model. CityView hosts from the Harris data center located in Pittsburgh, PA. The facility is owned by Expedient. Landmark Media is the Parent Company for • . . Expedient. Expedient is under the Continental Broadband Division. ^�l HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 60 cityview Appendix A. Additional required information Harris employees manage the hosted environments, virtual servers, etc. The infrastructure itself is • " managed by Continental Broadband DBA Expedient • Data Centers. • • • • _• • _ _ Expedient's data center has been in operation for • • • _ 12 years. • Expedient's Pittsburgh Data Center supports 500- ' • ' • 1000 Customers. Testing and validation of our system is done through a hosted solution over the past several years out of our Pittsburgh data center. CityView • has 32 customers who host their Development environments in our data center. The City of Naples, FL will be our first production environment to be hosted at the data center. It is not a multi-tenant database architecture. Your • - . • • data is isolated from other customers' data and you • • . - can upgrade on a different timeline from other customers. CityView shall use commercially reasonable efforts to make the Software available to Users twenty four(24) hours per day, seven (7) days per week. Please note that at a certain point, software • • • updates will need to be applied. It is likely to • expect outages of a few hours per month while software updates are applied during non-business hours. CityView technical support is available Monday— Friday, 8:30 AM - 8:30 PM EDT. • " Three hours per month, applied on Saturdays. - Email to those customers in validation when system . . . . . will be unavailable. HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 271 2018 61 cityview Appendix A. Additional required information • High-Security Datacenter: • SSAE-16 Type II compliant • SOC II & SOC III compliant • PCI-DSS and adherence to Gramm, Leach, Bliley • Adherence to HIPAA and FDA Compliancy • High Performance: • Exceeds industry standards for CPU, Network, RAM & Disk performance • High Availability: • Fully redundant N+2 Data Center • Multiple layers of Power, HVAC and Internet redundancy • Fully redundant N+2 Virtual Platform Expedient can present DRaaS solution out of all of our Data Centers. DC locations are Columbus OH, Cleveland OH, Baltimore MD, Memphis TN, Indianapolis IN, Pittsburgh PA, Boston MA. HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 271 2018 62 cityView Appendix A. Additional required information A.6 CityView implementation methodology ..................................................................................................................................................................................................................................................... Below is a summary of the CityView Select delivery model, resource requirements and delivered outputs: KICK-OFFPROJECT rWORKBOOKI CONFIGURATION V • CityView Project CityView CityView Data CityView Manager Implementation Conversion Specialist Implementation Customer Project Specialist Customer Advanced Specialist Manager Customer Subject Matter Business Users& Customer Subject Matter Experts(SMEs) Technical staff Experts(SMEs) City of completion of Data and interface CityView workbook. Delivery of configured data Scheduling of milestones CityView implementation mapping, database and remotely and review sessions of workbook values. conversion, conducted walkthrough Hardware and Software implementation of of solutions. infrastructure review. interfaces Configured Hosted Onsite Project Plan Development Development nstalled Test Environment Environment Environment VALIDATION AND ACCEPTANCE END USER TRAINING REFINEMENT TESTING GO LIVE �TM CityView Implementation Specialists Customer Power Users CiryViewTrainer,Support Customer Power Users Customer Staff All Levels Final run of data CityView configures and conversion,cut-over to refines;Customer Final configuration and new system,training, acceptance testing validates hands-on go-live assistance. Live Completed Completed Production Validation and Acceptance Environment. Refinement Testing Customer Acceptance Letter HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 271 2018 63 cifffiewAppendix A. Additional required information Our CityView Select delivery model is a preconfigured solution that maximizes best practices to deliver a streamlined implementation. The CityView Implementation approach focuses on refining a comprehensive, fully featured product designed from industry best practices, to align with your business. This is an efficient process with the configuration tools that have become the hallmark of CityView's offering for 36 years. CityView provides you with a Project Team charged with determining the customer's needs, communicating clear expectations, then meeting these expectations. The project team includes a project manager, implementation specialists and trainers, an infrastructure review analyst, a data conversion and interface specialist, and a quality assurance Lead. Customer sign off is required at key stages to provide milestones to review progress, confirm objectives, define scope, and detail the activities and timelines for the next step. Sign off involves acceptance of all deliverables and confirmation of the budget and timeline for the next step. This keeps all stakeholders informed throughout the project reducing the risk of delays or scope creep. It also ensures that acceptance testing is an ongoing process and project acceptance is milestone- based and therefore contained. What follows is a more detailed description of each step in the traditional City-hosted process. (note: The only difference between the traditional City-hosted process and a CityView hosted process is that the environment will remain hosted through acceptance testing, end user training, and go live.) Step 1: Data collection Kick-off activities The project manager reviews all documentation with respect to the implementation in order to prepare the materials for project kick-off. This includes confirming the project schedule with the City's project manager and documenting this in Microsoft Project. Remote infrastructure review CityView analyzes the existing infrastructure to identify any potential areas that may result in sub- optimal performance. Our infrastructure review specialist verifies remote accessibility, available bandwidth and techstack compatibility and advises the network specialists of the hardware and software prerequisites required to optimize the performance of the system. This review is conducted remotely. Initial Installation A trial installation is conducted for the purposes of testing the network infrastructure for use of CityView, to provide training for the network administrators on its installation, and ultimately to provide an environment for testing integrations dependent on the customer's other systems. The development environment hosted by CityView is still the principal environment for review, validation and refinement, however. Remote walkthroughs and data collection CityView provides the City with a data collection workbook, as well as guidance on how to complete the workbook. This is accompanied by walkthroughs/demonstrations of the pertinent CityView solutions to provide your subject matter experts (SMEs) with an understanding of the workings of each and their customer-alignment configuration points. ^*"I tvyl HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 64 cilKlew. Appendix A. Additional required information The walkthroughs and workbook guidance ensures your subject matter experts: 1. Understand the data needs for configuration and refinement, such as fees, letters, lookups, workflow and batch process parameters 2. Appreciate the design of the solutions and in particular the activities based workflow. 3. Understand how to complete the data mapping assignments. The above will be combined with on-site collection of custom workflow and business rule definition, if applicable. Data mapping CityView works with the City to understand the requirements for data conversion, the data sources and formats. CityView completes and provides the City with the completed data mapping documents for review and approval. Customization and interface definition (if applicable) The data collection step is also used to better understand any customization and interface requirements if applicable. The main deliverable at the end of the Planning and Discovery step is the Scope Document, comprising the completed customer workbooks for each module, the Data Mapping for data conversion, the Customization Plan (if applicable) and the Software Interface Plan (if applicable). Budget validation Once all of the data is collected from the City, the CityView project manager reviews requirements in accordance with the statement of work and contract documentation and identifies anything that is not accounted for in the scope. The project manager also validates any estimates made as part of the proposal, such as: i. Data conversion requirements 2. List of customizations and interfaces (if applicable) If budget validation reveals that any estimates provided were insufficient, our project manager informs the City of such and prepares appropriate change order requests. The next steps do not commence until sign off on budget validation and data collection occurs. This protects both parties against the risk of unclear expectations. Step 2: Configuration and data conversion Development environment created A development environment is created for the City. A development environment is a customer- specific CityView environment hosted by CityView but accessed from your computer. Into this development environment, CityView completes the configuration as defined in the scope. ^*"l l`yl HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 65 cityViewAppendix A. Additional required information Data conversion Data conversion commences once both parties are comfortable with the output of the data mapping exercise. Our specialists create the scripts that parse, derive, and translate the source data into the ideal format for CityView. To reduce the time and effort associated with this step we require data to be provided in one of the following formats: SQL Server, .mdb, .dbf, or .txt. The initial data conversion provides a means for verification of correctness during the review and validation stage of the project. A final iteration is completed immediately prior to go-live. Data conversion assumptions Data migration estimates are based on the following general assumptions: 1. Data has been cleaned according the suggested guidelines 2. Data mapping has been reviewed and signed off by both parties before proceeding to data conversion. 3. CityView performs one complete data load prior to review and validation testing, one complete refresh prior to end user training, and one complete refresh at go-live. All other fixes are made using targeted scripts. Additional complete refreshes can be performed if mutually agreed through a written change order. 4. Data is provided in one of the required formats: SQL Server, .mdb, .dbf or .txt. Conti uration CityView configures the CityView solutions with the data collected and signed off from Step 1: Data collection. A single development environment is created and the Implementation Specialist leads the configuration of that environment. This involves the following components: 1. Letter template development— CityView's MS Word Add-in is used to create a specified number of letter templates according to electronic samples provided by the City. The City is provided the letter generation tools in order that your SME(s) can create additional letters to meet additional or future requirements. 2. Fees and classifications - All the fees, including the automated business rules needed for their calculation are configured in your CityView environment. 3. Activities workflow— CityView Select workflows are refined with customer specific parameters for assigned to, required dates, email notifications, responsible departments, fees applicable and resource groups. In addition, existing sub-workflows may be removed or added to the main workflow, depending on customer specific requirements. If applicable, CityView provides a stated number of custom-developed additional workflows or equivalently effort-intensive changes to the CityView Select workflows as part of the implementation. 4. Custom data fields - Custom data fields to meet your specific data capture needs are defined for each pertinent table where they are required and configured accordingly, along with the business rules to apply these data fields where appropriate. 5. Lookups—All lookup table data in the system, as defined during Step 1, is enabled or disabled as appropriate, with additional values populated as required in the scope. 6. Security— users are assigned to the organizational roles that are pre-defined in the products, based on information collected during data collection. Should additional user- HARRIS l`�� Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 66 cityView Appendix A. Additional required information level and record level security be required other than as defined in the module organizational roles, additional costs may apply. 7. Batch rules and scheduled processes—the CityView Select's batch rules and scheduled processes are refined according to the City's process requirements. Additional batch rules and scheduled processes may attract additional cost. Customizations (if applicable)___________________________________________________ Customizations, both those in the scope of work and any agreed to as a result of data collection are undertaken at this point. Interfaces (if_ap_pliSg§!it)- Interfaces, both those in the scope of work and any agreed to as a result of data collection are undertaken at this point. Step 3: Review and validation The CityView project manager works with the customer to establish the review and validation plan, i.e. to determine when certain review and validation sessions will be given and who should attend. Remote review and validation sessions CityView undertakes a series of three remote review and validation sessions with your SMEs, for each applicable module being implemented, to work through the validation of the configuration based on the data collection materials and pre-defined test scripts for the CityView workflows. These sessions start off being led by CityView, but are transitioned to being led by the SME's for each solution. By the final session the SME's have reviewed and validated the bulk of the configured system and are able to: • Navigate the system through City-specific processes and workflow. • Generate and test fees. • View and validate look up tables. • Generate and test letters and documentations which have been configured. • Use scenario-based examples to test and validate automated business rules Review and validation is conducted against the development environment, hosted by CityView. During the review and validation sessions CityView documents any changes, corrections, or deficiencies for further action. Should the City's SME's conduct additional reviews without the CityView implementation specialist present, the customer feedback feature can be used to communicate immediate feedback and reporting of issues to our implementation specialists and developers. In-sco a refinements ---- ----------------------------------------------------------------------- In scope corrections from the process of review and validation are conducted. If out of scope issues are raised through review and validation, these are handled through approved change orders. ^*"l l`yl HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 67 cityView, Appendix A. Additional required information Step 4: User acceptance testing (UA T) User acceptance testing--------------------------------------------------------- On completion of the third review and validation session, the City is provided a period of 2-4 weeks for additional user acceptance testing on their own completely installed test system. CityView provides samples of User Acceptance Testing scripts. The CityView implementation specialist monitors the customer's feedback and continues to make any in scope corrections. Provided the acceptance criteria have been met, City is asked to formally accept the delivered solution for go- live. Step 5: End user training and go-live Final environment After the final environment receives customer sign off CityView performs a data conversion in order to establish an environment that can be used for training purposes. User training_ ---------- ----------------------------------------------------------------. CityView conducts on-site training for all of the front line and advanced users identified in the training plan. Final-conversion-run Immediately prior to go-live, CityView conducts the final data conversion to bring your data completely up to date. Go-live support--------------------------------------------------------------- Going live with a new piece of software is a disconcerting time for the front line users of any new software. CityView provides on-site, go-live assistance to aid with this process. During this time an implementation specialist is on-site to help users acclimate themselves with the new system, answer their questions as they arise, provide over-the-shoulder guidance on usability, provide a direct line to Support and other members of the project team and complement end-user training. This is probably the single biggest direct contribution to the change management process and it is always received extremely well. We include three (3) days of go-live facilitation in this proposal. CityView can provide additional on-site go-live facilitation at additional charge. During go-live facilitation the CityView project team works with the City to record any known issues. The CityView project team is responsible for the resolution of these known issues. 30 days after go-live CityView requests a formal letter of acceptance (the Statement of Completion) that substantiates the product has been delivered and is being used successfully in a live, production environment with the applicable modules, generate fees, record fee payments and generate correspondence associated with all items previously listed. In the case of a partial go-live, a completion statement is requested for that part of the solution that has gone live. During the first 4-6 weeks after go-live, the project team begins to familiarize and transition the project to the Technical Support group. At the end of 6 weeks the project manager arranges a formal hand-off involving the City, the CityView project manager and the CityView Support group formalizing the transition of any new defects, bugs and support issues to the Support team. ^*"l l`yl HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 68 CityViewAppendix A. Additional required information A.7 CityView support and maintenance ..................................................................................................................................................................................................................................................... CityView has leveraged the advances in technology to provide a varied and comprehensive array of support options with the common goal of ensuring our customers are maximizing the benefit from their investment in CityView. Here all the measures we take to this end are described and a table detailing our standard Service Level Agreement (SLA) is presented. Annual software maintenance agreement CityView is constantly evolving. The nature of our relationship with our customers is an integral part of that development. The relationship begins with the mandatory Annual Software Maintenance agreement (ASM). This agreement provides not only unlimited support to your system administrators through our toll free lines but also includes all new releases, updates and enhancements to CityView at no extra charge. The development of CityView is funded directly from the ASM program. In addition, we rely on our customers to provide guidance in the area of future development for CityView. We maintain a comprehensive database of features that are requested by our customers and by our own staff and we base future versions of CityView on these suggestions. Suggestions for software enhancements are considered and may be incorporated into the software at no charge as part of the ASM. The scheduling and priority for the development of the enhancements are determined by the degree of benefit the enhancement will provide the entire user base. Software maintenance New releases of CityView are developed using our internal Research and Development department. Each new release of CityView contains all the features included in previous releases. All releases are supplied as part of your mandatory Annual Software Maintenance agreement (ASM). One release every six to ten weeks. New releases and maintenance updates to CityView are "backwards-compatible" with previous versions and have no effect on your existing tables, forms, reports or workflow. This is a clear advantage over the competition because it means you will never have to start from scratch again, re-purchasing new software or paying a vendor to make changes. CityView releases and updates only affect the CityView program code, providing new features and functionality to the core product. Once your CityView software has been installed, you will have full access to these new features and functionality and can, at your discretion, make use of them with your existing tables, forms and reports without needing to alter your workflow in any way. CityView also offers additional services through different level agreements in addition to the standard software maintenance. Please refer to the chart on the following page: ^*"l l`yl HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 69 cifffiew Appendix A. Additional required information Bronze Silver Gold Package Package Package Description Qty. Qty, I Qty. User Conference pre-paid attendance (#)' 1 2 4 Additional upgrades performed per year by Support(#)2 0 1 2 Environment health checks 1 1 2 Tailored remote (WebEx)training (hrs.)' 6 12 24 Hands-on support: scheduled processes(hrs.) 0 I 16 I 16 Other services (configuration, report creation, 12 24 48 customizations, etc.) (hrs.)4 Terms & conditions 'Quantity (QTY) for User Conference indicates a number of prepaid registrations, otherwise Quantity (QTY) =1 unit or number of hours. ' Quantity (QTY) is in addition to standard maintenance agreement provision of 2 upgrades performed per year by Support. 'Remote training is not generic; this is specific to your needs/environment. 4 Quantity/hours cannot be exchanged for product or carried over into subsequent maintenance years. Annual CityView User Conference/User Groups/Forum_____________________________. Harris/CityView hosts an annual User Conference. This conference is an opportunity for users to talk about their implementation strategies and processes. It is a forum for sharing information, troubleshooting advice and peer interaction. It consists of workshops, open discussion and interactive presentations by other CityView users. It also provides an opportunity for CityView users to suggest new features that would benefit all customers. In 2017, it was held in Atlantic City, NJ, and in 2018 it will be held in Chicago, IL. See what CityView customers had to say about the 2017 Harris Customer Training Conference: ❖ "I loved the hygiene kits we put together; overall the conference was great. Thanks for your hard work in getting this conference put together so well." - Karen Saluone, City of Provo, UT ❖ " I enjoyed the knowledge sharing." —Stephanie Feist, City of Rogers,AR ❖ " I liked the round table feedback session." —Jenny Williams, Chatham County, NC In addition, local user groups are administered and organized by customers with some support from CityView. ^*"l l`yl HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 70 CiNview, Appendix A. Additional required information CityView believes in a collaborative culture that actively participates in a helpful and friendly community. To that end, we also provide the CityView Online User Forum. This user forum community is an organic way of sharing solutions and helpful tips to help anybody who may come across a similar situation. The user forum does not replace Feedback, this is not the place to log issues or escalate current feedbacks. The User Forum is the place for: Welcome We encourage new members to introduce themselves through the CityView Forum. It provides an environment to get to know one another and share interests and for customers to introduce themselves and start collaborating together. Ask and answer Specific questions can be asked or broad questions about CityView products or modules within the community. These questions are posted to the "User Forum" for all other users to access and respond. CityView Support monitors these posts. This is an opportunity to discuss each other's point of view on relevant matters facing municipalities today or in the future. Suggestion box Sharing feedback or offering suggestions is always welcome. Provide ideas that will potentially make your life easier, chances are it may positively affect more users' experience as well. The scheduling and priority for the development of the suggestions/enhancements are determined by the degree of benefit the enhancement will provide the entire user base. ZCiVie ■a division of r,,"HARRIS Sea,. ®© What's New Product Guides Workspace Configuration Guide FAG Release Notes Supported Technologies Staff Resources Feedback User Forum 1f User Forum User Forum User Forum(No topics) We want this User Forum community to be an organic way of sharing solutions and helpful tips to help anybody who may come across a similar situation.The User Forum does not replace Feedback,therefore,this is not the place to log issues or escalate current feedbacks. Category Last Post welcome(No topics)o NEvn® Hello from Cherokee County Geo We encourage new members to introduce themselves here.Get to know one another and share your interests. by Kevin Cully 3 days 37 minutes ago Asking and Answering(No topics)® No topics You can ask specific or broad questions about a CityView Products or Modules within the community. Suggestion Box(No topics)® No topics We encourage you to share your thoughts by posting ideas that you would like to see implemented in future versions of our products. HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 71 cityview Appendix A. Additional required information Customer support------------------------------------------------------------- Support and maintenance for your system is handled remotely from our head office in Victoria, British Columbia, Canada. You receive unlimited customer technical support as part of your Annual Software Maintenance agreement (ASM). Additional support packages can be negotiated should there be a need. CityView offers several methods of accessing support described below: Web support: Our web portal, (http://cityviewsupport.harriscomputer.com/connect), provides resources for customer self-service, and is comprised of an online searchable content management system, downloadable updates, and a web-enabled CRM that allows users to log new support incidents and check the status of previously submitted incidents on a 24 x 7 basis. Telephone support: Telephone technical support is available between the hours of 8:30 a.m. and 8:30 p.m. EDT on regular business days. In addition, upon your request, we will provide telephone technical support 24 hours a day, 7 days a week for Priority 1 cases (there is an additional charge for this service). Customers can contact us toll-free at 1.866.988.8324. Hours of coverage: Coverage hours are 8:30 a.m. and 8:30 p.m. EDT from Monday through Friday, excluding CityView Technical Support observed holidays. (Only those statutory holidays that coincide between the United States and Canada are observed by CityView Technical Support.) Auto acknowledgement: We will send a computer-generated message that acknowledges receipt of the report that you filed electronically. This message will contain the details of your problem report as well as the support request tracking number. Whenever the status of your incident changes, a notification will automatically be sent to the individual that opened the call. Request response time: We process requests in the order of their priority followed by order of submission. Resolution of bug-related requests: We will keep your request open and follow up when a fix is available in a production release. We will also contact you if we post an experimental build that will help with your problem. Software updates: For applications created on the CityView platform, upgrades released are picked up by end-users automatically on login, without any required intervention by the user. An existing installation of the server components of CityView can be executed by a customer system administrator in minutes. This is usually done during a maintenance window, but can be forced to occur at any time. We always suggest being on the most current version, however, we never force a customer to upgrade until they are ready. We always take new customers live with the latest version. Customer feedback Within all CityView modules you can submit Feedback, which gets routed directly into our CRM o;. �s � a CityView Select software and automatically is assigned to an appropriate Support agent. That is then visible to Home Print Data Analysis you through CityView Connect by clicking on a �l button within the CityView module. From CityView, you simply click the Feedback Status button to Help Feedback Feedback People access the current status of your feedback items at Status any time in the future. This unique feature is very CityView Conned handy, highly visible and interactive. l`�� HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 72 cityViewAppendix A. Additional required information Standard service level agreement The table below details our standard service level agreement followed by a copy of our support level agreement document. Standard service level agreement Initial Commitment Priority Definition Response Examples Time* (CityView and Customer) Operation/Service down 2 Hours CityView and Customer will Users cannot login or critically impacted. commit necessary resources Business process halted Business process to fix problem or obtain a impacted. No known workaround. workaround. Operation affected, but 4 Hours CityView and Customer will Cannot print not down. Business commit resources during Cannot process payments process is not affected. normal business hours to Workaround may be resolve issue or obtain Application response is available. workaround. exceptionally slow Moderate to negligible 24 Hours CityView and Customer will tl ■ Non-critical feature not impact. No impact to (commit necessary resources working business. during normal business hours . Feature works but requires to restore operation to satisfactory levels. user intervention Request for information, 48 Hours Request-dependent. • Help file clarification documentation issues, • Form design not in and enhancement production requests. A.8 CityView training approach ................................................................................................................................................................................................................................................................. Our CityView Select delivery model focuses on configuration (as opposed to customization), customer empowerment and knowledge transfer. All users from end-users to system administrators to power users will be trained not just on the use of the system but also on the tools to evolve and administer the system, maximizing your return on investment. CityView training is provided by CityView staff only and through a combination of on-site visits and remote sessions. Training courses are described below. All courses offered assume a basic understanding of Windows- based software and/or web-based applications. In order to provide quality training to the students in the amount of time specified we would ask that you take this into consideration when you are selecting the course participants. l'l HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 73 cifffiew Appendix A. Additional required information User training -------------------------------------------------------------------------------------------------------------------------------- Our trainers use their skills as facilitators, coaches, and computer specialists to make CityView courses an interesting and engaging experience for all students. They have a wealth of experience as adult educators backed by a depth of knowledge, developed over many years working as programmers, designers, DBAs, and GIS or systems analysts. End-user training End-user training provides everyday users of CityView with a series of full, in-depth course programs designed to give them the required skills, tools, and time saving tips to make the most of their new software. This training provides a thorough understanding of the business process and software functionality in your CityView modules so that everyone is ready for go-live day. End-user training focuses on your configured end-product, training you on the navigation of your processes as configured in the product. CityView uses industry standard databases with the expectation that the administrative training our employees have with these systems is sufficient for knowledge transfer to your staff. Application administration is a standard part of your advanced user training. Maintenance/system administrator training This course is designed to provide administrators responsible for managing CityView with the general knowledge of how to install and upgrade versions of CityView, change user rights and manage security. The advanced version of this course will go into additional detail on the architecture of the CityView platform as well as how to maintain the CityView Portal. Students should be selected from the Information Technology discipline, and have an expectation that they will be maintaining the software in the future. Course participants will walk through typical system maintenance and troubleshooting examples, which will teach them the tools, techniques and terminology applicable to CityView, enabling them to not only support the business users in their organization but also to communicate more effectively with CityView's Technical Support team. They will be exposed to our best practices approach for security maintenance; and, they will learn the processes for installing and upgrading the CityView environments. Students will be instructed in the use of the CityView Manager client, and they will gain an understanding of the architecture behind CityView. Additional topics that may be covered include: configuration of Microsoft Exchange, web server settings, LDAP settings, mapping, and document management settings. Configuration training CityView is a powerful application that has the ability to grow and change as dynamically as your business demands. We provide a rich set of configuration tools that can allow you to alter the behavior of the system in a host of ways without having any impact on your future upgradability. In order to get the maximum value out of your CityView investment, it is important that one or more individuals within your organization take an active interest in learning how to use these tools and become responsible for ensuring that your application continues to evolve as the need arises. Students should be selected from either the Information Technology discipline or from the business domain but must have a strong knowledge of Windows-based software and preferably an understanding of database concepts. Participants will learn the importance of lookup tables and how to determine what lookup matches each field on the screen. They will learn how to create and delete "custom" fields. Students will learn how to create new letter templates, including data tags, and the method of maintaining their fee schedule within CityView. *' l`yl HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 74 cityview Appendix A. Additional required information In order to successfully perform the above configuration tasks, users will need an understanding of the database structure behind CityView. We will teach them how to identify what tables/fields are behind the various form controls and how to determine what the relationships are between tables. The students will learn the various tools that are available for clarifying database schema questions and testing/troubleshooting their own configuration. CityView Reporter training CityView Reporter, a fully integrated report engine and report designer tool, provides all of the features that you would expect from other industry-standard reporting tools and allows end users to create reports. In this course, students will learn everything they need to know about creating simple reports, including filters, subsections, and aggregate fields. Students will also learn how to use CityView Reporter tools to create Pivot reports, detailed reports, charts and graphs, and save the designs for future use. Additional topics may include: complex report writing, views, and on-form expressions. There are reporting tools for both end users and IT staff so the course is often split to cater to the staff roles and reporting tools. Go-live facilitation Going live with a new piece of software is a disconcerting time for the front line users of any new software. CityView provides on-site, go-live assistance to aid with this process. During this time an implementation specialist is on-site to help the users cope with the system, answer their questions, provide over-the-shoulder guidance on usability, provide a direct line to Support and other members of the project Team and complement the end-user their training. This is probably the single biggest direct contribution to the change management process and it is always received extremely well. We include three (3) days of go-live facilitation in this proposal. On-going training Periodic, web-based training is provided to our customers by our Support group, on a predetermined schedule. The training schedule is posted on our website at the beginning of each year. This training is at no cost to our customers and it focuses on specific areas of need and interest. Harris/CityView hosts an annual User Conference which draws customers from multiple government disciplines from a pool of over 18,000 customers. This conference is an opportunity for users to talk about their implementation strategies and processes. It is a forum for sharing information, troubleshooting advice and peer interaction. It consists of workshops, open discussion and interactive presentations by other CityView users. It also provides an opportunity for CityView users to suggest new features that would benefit all customers. In 2018, it will be held in Chicago, IL. In addition, CityView holds both Western and Eastern Regional User Group meetings during the year. Our training and support measures are designed to solve immediate issues and to provide knowledge transfer on the most effective ways to use the CityView Solution in customers' business practice. ^*"l l`yl HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 75 Offiew" Appendix A. Additional required information Refresher training (optional) Refresher training is provided approximately 6 months after go-live to ensure successful adoption of the system, and to prevent users from developing any bad habits that cause productivity loss or "dirty data". The agenda will be determined in advance and courses will be tailored to the specific needs of the users. Real-world experience drives what users want to see covered in these training sessions. Users who were originally keen to write reports may still be resisting taking that first step, so this is a good opportunity to do some refresher training in Report Writer. It is also a good opportunity for the trainer to observe how staff is using the system and make suggestions for ways to increase productivity. Train the trainer training (optional) City in-house trainers will acquire the knowledge and skills required to train all end users. By taking full advantage of such knowledge transfer and post go-live assistance, City trainers can provide end users with one-on-one, refresher, lab and web-based training sessions. At the early stages of go-live, the trainers, along with the project team members, can act as a frontline support and guidance to the end users. The City can then have resident experts on the different modules. Proposed training plan for the City --------------------------------------------------------------------------------------------------------------------------------- Course durations are based on a recommended number of days per module; and, class sizes are kept to a maximum number of students to ensure that everyone receives the proper attention. While we recommend extending the training to additional days if more than one department is using a given module to satisfy a broad range of business functions, we have not accounted for this in our proposal, in order to minimize costs. A recommended training plan follows below and on the next page: Training plan Course Objectives This course is designed to enable business users to effectively use CityView modules in order to fulfill their daily work activities. The course provides specific instruction on how to navigate and complete tasks within CityView. It will cover tasks such as completing an application, adding contacts, attaching files, tracking activities and outcomes, applying and paying fees, producing Gas 9 correspondence, mapping basics, and running reports. Users are able to: Understand the key concepts that make up the business process. • Understand the key concepts that make up the business process. • Be able to navigate and complete tasks relevant to day-to-day activities. • Be able to walk through a business activity based workflow. Duration: 6 days Users: All IMaximum#: 12 This training will focus on the highly intuitive CityView Mobile, CityView Portal and CityView Electronic Plans Review(Bluebeam). Duration: 1.5 days Users:TBD Maximum#: 12 HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 76 cityview Appendix A. Additional required information This course is focused on enabling users to configure, maintain and evolve their business process within the CityView environment. Concepts that will be rc covered include letter generation, fee maintenance, holiday configuration, trainingmaintenance maintaining lookup values. Users will be able to: • Create and modify letters. • Create and modify fees. • Keep your system current by updating lookup tables Duration: 3 days Users: Advanced IMaximum#: 6 This course is designed to provide administrators responsible for managing CityView with the general knowledge of how to install and upgrade versions of CityView, change user rights and manage security. The advanced course will go into additional detail on the architecture of the CityView platform as well as how to maintain the CityView Portal. Course participants will walk through typical system maintenance and troubleshooting examples, which will teach them the tools, techniques and •• terminology applicable to CityView, enabling them to not only support the business users in their organization but also to communicate more effectively with CityView's Technical Support team. They will be exposed to our best practices approach for Security Maintenance; and, they will learn the processes for installing and upgrading the CityView environments. Students will be instructed in the use of the CityView Manager client, and they will gain an understanding of the architecture behind CityView. Additional topics that may be covered include: configuration of Microsoft Exchange, web server settings, LDAP settings, mapping, and document management settings. Duration: 1 day Users: Advanced I Maximum#: 4 CityView Reporter fully integrated SSRS-based reporter and designer and custom . _ • • report designer provide all of the features that you would expect from other industry-standard reporting tools. In this course, students will learn everything they need to know about creating simple reports, including pivot reports, detailed reports, charts, graphs and filters. Duration: 1 day Users: All,Advanced Maximum#: 4 Your Implementation Specialist is on-site at go-live and beyond to provide hands-on, one-on-one training and facilitation to ensure a smooth transition to the new system. Duration: 3 days qF Users: All 9W IMaximum#: N/A Training is provided on City-provided hardware. r`_?, HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 271 2018 �� cityView, Appendix A. Additional required information A.8.1 CityView system and training documentation/materials Documentation is available through CityView Connect, our on-line content management system. This is your source for the most updated CityView information any time. You can search for a particular topic or browse through the menu items. The Product Training Guides will step you through a full training session for a particular topic. If you cannot find what you are looking for, it may just be an issue of terminology. The glossaries can help there. CityView Connect is accessible directly and within the CityView modules. By clicking the Help button, you get direct access to the content in CityView Connect. Documentation of your CityView solution is targeted to three main groups: business users, system administrators and application developers. Documentation is provided at every level of training, focused on the enabling objectives of the training in question. CityView Connect is the main source of documentation for customers throughout the implementation and beyond. The focus of CityView Connect is to ensure up to date information is being maintained in one location, including details on new releases and the added functionality they contain. With each CityView release, detailed release notes documents the changes to the release both for new features, feature changes, and bug fixes. Any exceptions or changes for installation and upgrade are also noted. — a =city newheip Iha,dscomp,te,com Y B s.atn CRIO`toYY a division of 0NARRIs ® Gbasa»a IS 1. Rf Nal« Sf9pMW TxNgI q StO P« Pmeucl Gu Welcome to CityView Connect Th,n Yw,fart.IN"moll iaeafd Crty V»w IdNmagn aN Im.Yw can f.ach fa a pm,"laps 11-11-10 mwu alms TI»Tlalwy Gulf«I flq yw Um*a M ha.ay f«f»n lac a paledr to If yw a.ry Tgmt,gfWb w.s,"",Ywatan nen tM S.-tl»n mov.anrop»P,oexl E.,. ,,k ENonflan.q M tape fa,—ph e.fcnpl»n II yw c>.not NW wl»I Yw w Iwknp b x may,wl M r mala d Nim.alogy TM Gbasa»s tan MIp thv. $wMxMl yw lval tan nd fib»ha Yw r»MaaeeW.q w.h>n xluil Ouq lg«pl n lha t«e dtpAe Ywcana.a,atw WTxhsWi,. n About the Workflow Tool Tro ce,v».winnow rods y.«.w a.null wakfpx.Io otagnm yar aa.»f.pmt«. O, Yw can -1)crone IN pan d I W PimN Ap9I1AM 6-91P-1 P-1 Ca EdartNnae ane new ploc«f« Gna.xtr.n»f sN staus.f aed d1wl,e.»wf oc mspxtam.fN bfa/l l«f n a s«pIR»e wMfpx. 7�.:, 1 - j;�3 HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 78 CityView Appendix A. Additional required information CityView offers the following documentation: ➢ System technical documentation ➢ System end user's documentation ➢ On-line Help Desk documentation ➢ System/Architecture diagrams ➢ Data Dictionary— under non-disclosure agreement ➢ Scope documentation including —signed-off data collection materials The following information regarding our content management system and user manual is considered a trade secret for CityView and is provided in a separate package for review. (pages 81 - 89). ^*"l l`yl HARRIS Electronic Plan Review, Permitting & Inspections Software - RFP No. 18-CD02 March 27, 2018 79 CityView Appendix A. Additional required information PAGE INTENTIONALLY LEFT BLANK ^�l HARRIS Electronic Plan Review, Permitting &Inspections Software — RFP No. 18-CD02 March 271 2018 80