#08-5009 (SIRE Technologies, Inc)
A G R E E MEN T 08-5009
for
Enterprise Content Management Software Solution
THIS AGREEMENT, made and entered into on this_22nd_ day of -Iuly , 2008,
by and between SIRE Technologies, rnc, authorized to do business in the State of Florida,
whose business address is 3676 W. California Avenue, Unit BlOO, Salt Lake City, Utah 84104,
hereinafter called the "Consultant" and Collier County, a political subdivision of the State of
Florida, Collier County, Naples, hereinafter called the "County":
WITNESSETH:
1. COMMENCEMENT. This Agreement shall cornmence after receipt of the Notice to
Proceed, in the form of a letter from the Project Manager. This Agreement shall be for a
one (1) year period from the Notice to Proceed date.
The County may, at its discretion and wj,tll the consent of the Consultant, renew the
Agreement under all of the terms and conditions contained in this Agreement for four
(4) additional one (1) year periods. The County shall give the Consultant written notice
of the County's intention to extend the Agreement term not less than ten (10) days prior
to the end of the Agreement term then in effect.
2. STATEMENT OF WORK. The Consultant shall provide Enterprise Content
Management Software and implementation services in accordance with the terms and
conditions of RFP #08-5009 and the Consultant's proposal, as negotiated, referred to
herein and made an integral part of this agreement. This Agreement contains the entire
understanding between the parties and any modifications to this Agreement shall be
mutually agreed upon in writing by the Consultant and the County Project Manager or
his designee, in compliance with the County Purchasing Policy and Administrative
Procedures in effect at the time such services are authorized.
3. THE CONTRACT SUM. The County shall pay the Consultant for the performance of
this Agreement an estimated maximum amount of two hundred thirty-two thousand
seven hundred twenty-seven dollars ($232,727.00), based on the prices set forth in
Exhibit A, pursuant to the Payment Schedule attached as Exhibit B, subject to Change
Orders as approved in advance by the County in writing. Payment will be made upon
receipt of a proper invoice and upon approval by the Project Manager or his designee,
and in compliance with Chapter 218, Florida Statutes, otherwise known as the "Local
Government Prompt Payment Act". Consultant shall not invoice more often than every
thirty (30) days. The contract sum is broken down as follows:
Page] of 10
rnitial Software Cost:
$159,635.00
rnitial Maintenance Cost:
$ 31,828.00
Consulting Services Cost:
$ 24,480.00
Training
$ 12,384.00
Travel Reimbursement Estimate:
$ 4,400.00
4. NOTICES, All notices from the County to the Consultant shall be deemed duly served
if mailed or faxed to the Consultant at the following Address:
srRE Technologies, rnc.
3676 W. California Avenue, Unit B100
Salt Lake City, Utah 84104
Attention: Jim Painter
Telephone: 801-997-8608
Facsimile: 801-977-875
All Notices from the Consultant to the County shall be deemed duly served if mailed or
faxed to the County to:
Collier County Government Center
Purchasing Department - Purchasing Building
3301 Tamiami Trail, East
Naples, Florida 34112
Attention: Steve Carnell, Purchasing/GS Director
Telephone: 239-252-8371
Facsimile: 239-252-6584
The Consultant and the County may change the above mailing address at any time
upon giving the other party written notification. All notices under this Agreement
must be in writing.
5. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating
a partnership between the County and the Consultant or to constitute the Consultant as
an agent of the County.
6. PERMITS: LICENSES: TAXES. rn compliance with Section 218.80, F.S., all permits
necessary for the prosecution of the Work shall be obtained by the Consultant. Payment
for all such permits issued by the County shall be processed internally by the County.
All non-County permits necessary for the prosecution of the Work shall be procured
Page 2 of 10
and paid for by the Consultant. The Consultant shall also be solely responsible for
payment of any and all taxes levied on the Consultant. rn addition, the Consultant shall
comply with all rules, regulations and laws of Collier County, the State of Florida, or the
U. S. Government now in force or hereafter adopted. The Consultant agrees to comply
with all laws governing the responsibility of an employer with respect to persons
employed by the Consultant.
7. NO IMPROPER USE. The Consultant will not use, nor suffer or permit any person to
use in any marmer whatsoever, County facilities for any improper, immoral or offensive
purpose, or for any purpose in violation of any federal, state, county or municipal
ordinance, rule, order or regulation, or of any governmental rule or regulation now in
effect or hereafter enacted or adopted. rn the event of such violation by the Consultant
or if the County or its authorized representative shall deem any conduct on the part of
the Consultant to be objectionable or improper, the County shall have the right to
suspend the contract of the Consultant. Should the Consultant fail to correct any such
violation, conduct, or practice to the satisfaction of the County within twenty-four (24)
hours after receiving notice of such violation, conduct, or practice, such suspension to
continue until the violation is cured. The Consultant further agrees not to commence
operation during the suspension period until the violation has been corrected to the
satisfaction of the County.
8. TERMINATION. Should the Consultant be found to have failed to perform his
services in accordance with the Consultant's submission to the County as per this
Agreement, the County may terminate immediately for cause, further the county may
terminate for convenience with thirty (30) days written notice.
9. NO DISCRIMINATION. The Consultant agrees that there shall be no discrimination
as to race, sex, color, creed or national origin.
10. INSURANCE. The Consultant shall provide insurance as follows:
A. Commercial General Liability: Coverage shall have minimum limits of $1,000,000
Per Occurrence, Combined Single Limit for Bodily rnjury Liability and Property
Damage Liability. This shall include Premises and Operations; Independent
Consultants; Products and Completed Operations and Contractual Liability.
B. Business Auto Liability: Coverage shall have minimum limits of $300,000 Per
Occurrence, Combined Single Limit for Bodily Injury Liability and Property
Damage Liability. This shall include: Owned Vehicles, Hired and Non-Owned
Vehicles and Employee Non-Ownership.
C. Workers' Compensation: Insurance covering all employees meeting Statutory
Limits in compliance with the applicable state and federal laws.
The coverage must include Employers' Liability with a minimum limit of $500,000
for each accident.
Page 3 of 10
Special Requirements: Collier County shall be listed as the Certificate Holder and
included as an Additional Insured on the Comprehensive General Liability
Policy.
Current, valid insurance policies meeting the requirement herein identified shall
be maintained by Consultant during the duration of this Agreement. Renewal
certificates shall be sent to the County thirty (30) days prior to any expiration date.
There shall be a thirty (30) day notification to the County in the event of
cancellation or modification of any stipulated insurance coverage.
Consultant shall insurc that all subConsultants comply with the same insurance
requirernents that he is required to meet. The same Consultant shall provide
County with certificates of insurancc mccting the required insurance provisions.
11. INDEMNIFICATION. To the maximum. extent permitted by Florida law, the
Consultant shall indemnify and hold harmless Collier County, its officers and
employees from any and all liabilities, darnages, losses and costs, including, but not
limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the
negligence, recklessness, or intentionally wrongful conduct of the Consultant or anyone
employed or utilized by the Consultant in the performance of this Agreement. This
indemnification obligation shall not be construed to negate, abridge or reduce any other
rights or remedies which otherwise may be available to an indemnified party or person
described in this paragraph.
This section does not pertain to any incident arising from the sole negligence of
Collier County.
12. CONTRACT ADMINISTRATION. This Agreement shall be administered on behalf of
the County by the Administrative Services Division.
13. CONFLICT OF INTEREST. Consultant represents that it presently has no interest and
shall acquire no interest, either direct or indirect, which would conflict in any manner
with the pcrformance of services required hereunder. Consultant further represents
that no persons having any such interest shall be employed to perform those services.
14. COMPONENT PARTS OF THIS CONTRACT. This Contract consists of the attached
component parts, all of which are as fully a part of thc contract as if herein set out
verbatim: Consultant's Proposal, rnsurance Certificatc, and RFP #08-5009 Specifi-
cations/Scope of Services, and Exhibits A through F, attached hereto and incorporated
herein by refercnce.
15. SUBTECT TO APPROPRIATION. lt is further understood and agreed by and between
the parties herein that this agreement is subject to appropriation by the Board of County
Commissioncrs.
Page 4 or 1 0
16. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or individual
shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other
item of value to any County employee, as set forth in Chapter 112, Part III, Florida
Statutes, Collier County Ethics Ordinance No. 2004-05, and County Administrative
Procedure 5311. Violation of this provision may result in one or more of the following
consequences: a. Prohibition by the individual, firm, and/ or any employee of the firm
from contact with County staff for a specified period of time; b. Prohibition by the
individual and/or firm from doing business with the County for a specified period of
time, including but not limited to: submitting bids, RFP, and/or quotes; and, c.
immediate termination of any contract held by the individual and/ or firm for cause.
17. IMMIGRATION LAW COMPLIANCE. By executing and entering into this agreement,
the Consultant is formally acknowledging without exception or stipulation that it is fully
responsible for complying with the provisions of the rmmigration Reform and Control
Act of 1986 as located at 8 use. 1324, et seq. and regulations relating thereto, as either
may be amended. Failure by the Consultant to comply with the laws referenced herein
shall constitute a breach of this agrccment and the County shall have the discretion to
unilaterally terminate this agreement immediately.
18. VENUE. Any suit or action brought by either party to this Agrcement against the other
party relating to or arising out of this Agreement must be brought in the appropriate
federal or statc courts in Collier County, Florida, which courts have sole and exclusive
jurisdiction on all such rnatters.
19. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier Countv
"
encourages and agrees to the successful proposer extending the pricing, terms and
conditions of this solicitation or resultant contract to other governmental entities at the
discretion of the successful proposer.
20. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or
otherwise unenforceable, in whole or in part, the remaining portion of this Agreement
shall remain in effect.
21. ADDITIONAL ITEMS/SERVICES. Additional items and/ or services may be added to
this contract upon satisfactory negotiation of price by the Contract Manager and
Consultant.
22. TRAVEL EXPENSES. Travel expenses shall be reimbursed as pcr Section 112.061
Florida Statutes.
Reimbursements shall be at the following rates:
Mileage:
Breakfast
Lunch:
Dimler:
$ .445 per mile
$6.00
$11.00
$19.00
Page 5 of LO
Airfare:
Rental car:
Lodging:
Actual ticket cost
Actual rental cost of midsize or smaller car
Actual cost of reasonable lodging
at single occupancy rate
Actual cost of parking
Parking:
23. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted
by this Agreement to resolve disputes between the parties, the parties shall make a good
faith effort to resolve any such disputes by negotiation. The negotiation shall be
attended by representatives of Consultant with full decision-making authority and by
Owner' 5 staff person who would make the presentation of any settlement reached
during negotiations to Owner for approval. Failing resolution, and prior to the
commencement of depositions in any litigation between the parties arising out of this
Agreement, the parties shall attempt to resolve the dispute through Mediation before an
agreed-upon Circuit Court Mediator certified by the State of Florida. The mediation
shall be attended by representatives of Consultant with full decision-rnaking authority
and by Owner's staff person who would make the presentation of any settlement
reached at mediation to Owner's board for approval. Should either party fail to submit
to mediation as required hereunder, the other party may obtain a court order requiring
mediation under section 44.102, Florida Statutes.
Any suit or action brought by either party to this Agreement against the other party
relating to or arising out of this Agreement must be brought in the appropriate federal or
state courts in Collier County, Florida, which courts have sole and exclusive jurisdiction
on all such matters.
24. SOFTWARE LICENSE. The Software License Agreement is attached hereto as Exhibit C,
and is incorporated herein by reference.
25. SOFTWARE MAINTENANCE. Software maintenance shall be performed pursuant to
the Software Maintenance Agreement, attached hereto as Exhibit D, and is incorporated
herein by reference. Payment for maintenance shall be made in accordance with Chapter
218, Florida Statutes, also known as the Local Government Prompt Payment Act, and
upon receipt of a proper invoice, after Pinal Acceptance, plus ninety (90) days. The first
year's maintenance payment shall be prorated to October 31,2009 so that future year's
maintenance payments shall become due on November 1.
26. PROTECT SCHEDULE. The Project Schedule is attached hereto as Exhibit E, and is
incorporated herein by reference. If the Project Schedule is not adhered to, such action
shall be considered a breach of this Agreement, and if such breach is not cured within ten
(10) business days of written notice from the County to the Consultant, this Agreement
may be terminated.
27. FUTURE MODULES. The Consultant agrees to sell to County future software modules,
if requested by the County, and additional user licenses at a discount of twenty-five
percent (25%) off list for a period of two (2) years after Notice to Proceed. Increases on
Page 6 of 10
software modules and additional user licenses shall be capped at four percent (4%) per
year for the remaining three (3) years of this Agreement.
28. EVENTS OF DEFAULT. Each of the following events shall constitute an "Event of
Default", for which this Agreement may be terminated:
a. The Vendor shall fail to observe, perform or comply with any material term,
covenant, agreement or condition of this Agreement which is to be observed,
performed or complied with by the Vendor, if such failure continues uncured
for thirty (30) calendar days after the County gives the Vendor written notice of
the failure and the specific nature of such failure.
b. The Vendor shall commit any fraud, misrepresentation, breach of fiduciary
duty, willful misconduct, or intentional breach of any provision of this
Agreement.
29. CONSISTENCY WITH COUNTY POLICIES. Consultant shall discuss and review with
the County Project Manager in advance of all critical decision points all matters relating to
the work being providcd in order to ensure that the work procecds in a manner consistent
with the goals and policies of the County.
30. PROHIBITION AGAINST TRANSFERS. Consultant shall not assign, sublease,
hypothecate, or transfer this Agreement, or any interest therein, directly or indirectly, by
operation of law without the prior written consent of the County. Any attempt to do so
without the prior written consent of the County shall be null and void, and any assignee,
sub-lessee, hypothecate or transferee shall acquire no right or interest by reason of such
attempted assignment, hypothecation, or transfer.
31. ACCOUNTING RECORDS. Consultant shall maintain complete and accurate records
with respect to all costs and expenses incurred under this Agreement. All such records
shall be clcarly identifiable. Consultant shall allow a representative of County during
normal business hours to examine, audit, and make transcripts or copies of such records
and any other documents created pursuant to this Agreement. Consultant shall allow
inspection of all work, data, documents, proceeds and activities related to the Agreement
for a period of three (3) years from the date of final payment under this Agreement.
32. SAFETY. Consultant shall execute and maintain its work so as to avoid injury or damage
to any person or property. In carrying out its work, the Consultant shall at all times be in
compliance with all applicable local, state and federal laws, rules and regulations, and
shall exercise all necessary precautions for the safety of employees appropriate to the
nature of the work and the conditions under which the work is to be performed.
33. FORCE MAJEURE. If the performance of any obligation (other than confidentiality
obligations) under the Agreement is prevented, restricted or interfered with by reason of
war, revolution, civil commotion, acts of public enernies, blockade, embargo, strikes,
Page 7 of 10
outage of the Internet, law, order, proclamation, regulation, ordinance, demand, or
requirement having a legal effect of any government or any judicial authority or
representative of any such governnlent, or any other act whatsoever, whether similar or
dissimilar to those referred to in this Section 33.0, which is beyond the reasonable control
of the party affected, then the party so affected shall, upon giving prior written notice to
the other party, be excused from such performance to the extent of such prevention,
restriction, or interference, provided that the party so affected shall use reasonable
commercial efforts to avoid or remove such causes of nonperformance, and shall
continue performance hereunder with reasonable dispatch whenever such causes are
removed.
34. APPLICATION SOFTWARE ACCEPTANCE TESTING. The testing criteria is attached
as Exhibit F hereto, and is incorporated herein by reference.
a. Review and Correction. Collier County will eithcr (i) notify Vendor in writing
that the Application Software meets the Acceptance Tests and is accepted by
Collier County, or (ii) notify Vendor in writing that the Application Software
fails to mect the Acceptance Tests. Collier County shall be dcemcd to have
accepted the phase of the Application Software in the event no written notice of
acceptance or deficicncies is provided to Vendor on or before expiration of the
aforesaid acceptance test pcriod.
b. Time period for correction. If Collier County notifies Vendor that the
Application Software does not satisfy any or all of the Acceptance Tests, Collier
County will set forth a list of the errors or omissions which have caused the
Application Software not to meet the Acceptancc Tests to the extent known by
the Collier County. After notification of a failure of the Application Software to
meet the Acceptance Tests, Vendor shall have twenty (20) business days from
the date that Vendor receives the list of errors and omissions to modify or
improve the Application Software to meet the Acceptance Tests. The
Application Software will then be retested in the samc manner. Collier County
shall not be required to allow the acceptance testing to proceed for more than
two (2) twenty (20) day periods. If acceptance testing is not accepted after the
second twenty (20) day period, this Agreement may be terminated by the
County. The parties shall negotiate settlement of the final paymcnt for services
rendered by the Consultant.
35. FINAL ACCEPTANCE. Final acceptance shall be evidenced in writing from the County
to the Consultant.
36. ORDER OF PRECEDENCE. In the event of any conflict between or among the terms of
any of the Agreement and Exhibits, the terms of the Agreement shall take precedence
over the terms of all other Exhibits, To the extent any conflict in the terms of the
Agreement and Exhibits cannot be resolved, the conflict shall be resolved by imposing
the more strict or costly obligation under the Contract Documents upon the Consultant
at Owner's discretion.
Page 8 of to
37. KEY PERSONNEuPROlECT STAFFING: The proposer's personnel and management
to be utilized for this project shall be knowledgeable in their areas of expertise. The
County reserves the right to perform investigations as may be deemed necessary to
insure that competent persons will be utilized in the performance of the contract.
Selected firm shall assign as many people as necessary to complete the project on a
timely basis, and each person assigned shall be available for an amount of time adequate
to meet the dates set forth in the Project Schedule. Firm shall not change Key Personnel
unless the following conditions are met: (1) Proposed replacements have substantially
the same or better qualifications and/ or experience. (2) that the County is notified in
writing as far in advance as possible. Firm shall make commercially reasonable efforts to
notify Collier County within seven (7) days of the change. The County retains final
approval of proposed replacement personnel.
IN WITNESS WHEREOF, the Consultant and the County, have each, respectively, by an
authorized person or agent, hereunder set their hands and seals on the date and year first above
written.
,
'\'~Mf)u:jt~ el\tt,.... ,
. ,.f~9Mt\Jri on1.
BOARD OF COUNTY COMMISSIONERS
COL~mm, FLORIDA
By:~.~
Tom Henning, Chairman
SIRE Technologies, Inc.
First Witness
By:~ 9~
Signature
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V-vis VC\.-\Ii\"\-e..v-
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~(Lv':(J.J ,t.., \.,~ ()<J
Second Witness '
\J\\~ PC\IV\t-e.,V - GfO
Typed signature and title
\) C\\'"\\t.\ It, ,,'\,Ii \ur-
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Approved
legal suffic
Item # J bEt
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Page 9 of9
Rug 13 2008 11:54RM
8019778775
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Rug 13 2008 11:54RM
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Date: 8/12QOO8 05:42 PM Page: 3of3
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EXHIBIT B
Payment Schedule
HARDWARE SET-UP
1) Hardware is configured to support SIRE
(based on SIRE requirements)
ee
2) Provide VPN access to SIRE
ee
DESIGN
3) Provide AppXtendeder apps to be migrated
Sludge Files
Risk Files (Note: these will have security requirements)
ee to SIRE
4) Provide shared network file to be migrated
ee to SIRE
5) Provide high level proposed taxonomy
ee to SIRE
6) Provide proposed workflow design (visio)
ee to SIRE
7) Provide E-Form design to launch workflow above
eeto SIRE
8) Provide cabinet design and index fields to support
Storage of forms and workflow
ee to SIRE
9) Provide Records Management design requirements
To support #11 and 1i12 above and GS-1
ee to SIRE
DEVELOPMENT
10) SIRE installs software on Servers and local PC's
SIRE (knowledge
transfer to eC)
11) PAYMENT MILESTONE iiI
$100,449.50
12) Build cabinets to support 1i7 above
SIRE (knowledge
transfer to eC)
13) Migrate files outlined in 1i7 above
SIRE (knowledge
transfer to eC)
14) Scan new files (1i7 above) and save in SIRE
(includes batch and local scans)
SIRE (knowledge
transfer to ee)
15) Build cabinets to support #8 above
SIRE (knowledge
transfer to CC)
16) Migrate files outlined in #8 above
SIRE (knowledge
transfer to CC)
17) Add new files (#8 above) and save in SIRE
SIRE (knowledge
transfer to CC and
User)
18) Build cabinets to support #10 and #11
SIRE (knowledge
transfer to CC )
19) Build E-Form and workflow in #10 and #11
SIRE (knowledge
transfer to CC)
20) Build retention schedule for #10 and #11
SIRE (knowledge
transfer to ee)
21) Provide public access to sludge files (#7)
SIRE (knowledge
transfer to eC)
22) Set up Agenda Management
SIRE (knowledge
transfer to eC)
SYSTEM ADMINISTRATION TRAINING (NOTE: Recommend moving this upstream of Step 14)
23) Perform System Admin training
SIRE (knowledge
transfer to CC)
24) Perform Workflow Admin training
SIRE (knowledge
transfer to CC)
25) Perform Forms Admin training
SIRE (knowledge
transfer to eC)
26) Perform Scanner training
SIRE (knowledge
transfer to eC)
TESTING
27) Perform complete UAT based on
functionality outline in proposal for
items #14-#24 above
ee with oversight
and corrections from
SIRE
28) Software installed and tested on local PC's
29) Perform complete System Testing
30) Perform Load testing for 55 concurrent users
CC/SIRE
CC/SI RE
CC/SIRE
$40,179.80
31) PAYMENT MILESTONE #2
GO LIVE
FINAL ACCEPTANCE - PAYMENT MILESTONE 113
$10,044.95
EXHIBIT C
SIRE TECHNOLOGIES
SOFTWARE LICENSE AGREEMENT
This Agreement, effective as of this 22nd day of ~__, 2008, between SIRE Technologies, (hereinafter referred to as "Licensor") and Collier County Board
of Co un tv Commissioners (hereinafter referred to as "Licensee")
RECITALS
WHEREAS, Licensor has prepared and will prepare certain computer software programs" and holds proprietary rights in certain computer software programs; and
WHEREAS, Licensee is desirous of using said computer software programs, subject to the restrictions and limitations set forth herein,
NOW, THEREFORE, in consideration of the covenants and conditions set forth below, the parties hereto agree as follows
I) GR<\:\T OF LICENSE
a) Licensor, and/or third party supplier, 0\....115 the copyright and/or certain proprietary information protectable by law in the Software Product.
b) Licensor grants to Licensee a non-exclusive, non-transferable license to use each Software Product(s), or portions thereof, in Object Code form only, on the
Designated Server. Nothing in this Agreement is intended to transfer to Licensee any rights in said Software Product, except for the right to use as set forth
herein
2) CONSIDER\ TlO~ - As consideration for the license of the Software Product, Licensee shall pay Licensor a stated License Fee
3) TERM OF AGREEl\[E;o.;-T _ The term ofthi5 Agreement shall commence upon the executioll of this Agreement and shall terminate upon thc Licensor's or
Licensee's prior written notice, or default by Licensor or Licensee as may be set forth in other provisions of this Agreement. Upon termination, Licensee shall
immed1ately return the Sofhvare Product and all copics thcreof to Licensor, and within five (5) days o[tenl1ination, Licensee shall deliver a writtcn certification to
Licensor certifYing that it no longer has custody of any copies of tIll: Software Product [n 110 event shall any action or inaction by Licensor or Liccllsee constitute n
waiver of any rights or remedies providcd by law
4) TITLE _ The original and any copies of the Sot1ware Product, in whole or parl, including Licensornsupplies translations, compilations, partial copies, modifications
and updates, are thc property ofLiccnsor (or \vith regard to third paliy software, the propeny of the third party)
5) DEFAULT _ [n tbe event thal Licellsee or Liccnsor fails to observl: or paform any provisions ufthis Agrl:ernel\t, and if such default is not curcd \vithin Ihiny (30)
days after Licensee or Licensor gives the othcr party written notice thereof, the party not in default may terminate this Agreemcnt upon wriltl:l1notillcation to the
defaulting party. In 110 event shall any action or inaction by LiCCllsor or Licensee I:onstitute a waiver of any rights or remedies provided by Jaw
6) COPYIKG THE SOFTWARE _ Llcensce may make copies oflhl: Software Product in Object Code Conn only solely for use by Lil:ensee for bnckup or archlva]
purposes or [or placing thc Software Product in a ji:mn for execution 011 the Designated Server, Licensee agrees to maintain records of each copy of the Software
Product, and upon request, such record will be provided to LieellSOl All copies, or portions tllercof, must bear allY proprietary notice which may appear on the
Software Product copy furnished by Licensor LInder Ihis Agreement
7) COPYRlGlrrrrRADE SECRET PROTF:CTIO;\/ - Licensee agrees to place a copyright/trade secret notice in a form specified by Licensor on all copies of the
Software Product 'vvhich have bcen reproduced by Liccnsc<:.
8) SECUUTY _ Except as may he provided other\\'ise in this Agreement, Licensee shall not without the express written consent of [-ieensor, provide, disclose, or
otbef\vise make available the Software Product, or copies thereof, to any third party. Licensee shall takc appropriate action by instruction, agreement, or othef\vise
\vith those of its employees and third party agents having access to the Soft\vare Product to restrict and control the use, copying, modification, disclosme, transfer,
protection, and security of such SoftwJre Product in accordance with the provisions of this Agreement Subject to Chapter I ]9, Florida Statutes, also known as the
Public Records Law.
9) CONFlUENTIALITY _ Lieensce shall keep the Sofhvare Product confidential within its own organization The confidentiality provisions of this Agrecment shall
continue in clTect behveen the parties regardless of whether or not licensee has returned the Software Product to Licensor. Provided, hO\vever, that Licensee's
obligations hereunder shall not apply to any Software Product if:
a) Such Software Product is already in or falls into the public domain through no act or omission on thL: part of the Licensee, its Directors, Officers, Employees,
or Agcnts; or
b) Such Software Product shall have been published or hereafter othcrwise made available to the public generally by Licensor; or
c) Licensee obtains such Software Product from a third party in a manner which does not violate any obligations to Licensor
This section subject to Chapter 119, t:lorida Statutes, also known as the Public Records Law.
10) PATENT, COPYRIGHT AND TRADE SECRET INFRINGEI\U:NT - Licensor shall defend, at its expense, any claim or suit brought against Licensee alleging
that the Software Product furnished hereunder infringes a United States Patent, Copyright or Trade Secret, ,md shall pay all damages and attorney fees finally
awarded, provided that Licensor is given prompt written notice of SLleh claim, sole authority to defend or sett]c the claim, and full cooperation by Licensec. In the
defense or settlement of the claim, Licensor may obtain for Licensee, at Licensor's expense, the right to continue using the Software, Product, replace or modify the
Software Product so that it becomcs non-infringing, or if such remedies are not reasonably available, accept retuO! of the Software Product for a refund on a three-
year amortized schedule, providing return oftwo thirds (2/3) of the Llieense Fee during the first year, and one third (1/3) of the License Fee during the second year,
with no monies being returncd during the third year. Licensor shall not have allY liability if the alleged infringemcnt is based upon the modificalion ofthc Software
Product or the use or sale of the Software Product in combination with olher software or devices W]lere infringement would not have occurrcd from the norma] use
of the Software Product.
11) WARRANTY _ Licensor warrants that the Sollware Product delivered pursuant to this Agreement shall conform to Licensor's written specifications. Licensor's
obligations under this warranty are limited to making the revisions of rep]accments in a reasonable period oftimc to correct deficicncies identified in writing by
Licensce within ninety (90) days [rom the cffective date of this Agreement.
Page 1 of2
EXCEPT FOR THE EXPRESS WARRANTY STATED ABOVE. I.ICENSOR GRANTS NO WARRANTIES, un IER EXPRESS OR IMPLIED, WITH
RESPECT TO THE SOFTWARE PRODUCT, INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR
PURPOSE
NO LlABILI1 Y FOR CONSEQUENTIAL DAMAGES ro TilE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL SIRE
TECHNOLOGIES OR ITS SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR
LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION, OR OTHER PECUNIARY LOSS) ARISING OUT OF
THE USE OR INABILITY TO USE THIS SIRE TECHNOLOGIES PRODUCT, EVEN IF SIRE TECHNOLOGIES HAS BEEN ADVISED OF THE
POSSIBILITY OF SUCH DAMAGES BECAUSE SOME STATES/JURISDICTIONS DONor ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY
FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, mE ABOVE LIMIT A TlON MAY NOT APPLY TO YOU
12) RESTRICTIONS ON L"SE ~ Licensee may utilize the Sofuvare Product to perform its own work and work of is customers Ho"\vever, Licensee is not granted the
right to utilize the Software Product in the capacity of a service bureau J .icensee agrees not to reverse engineer, decompile or otl1cnvise attempt to derive source
code from the Software Product
13) J\IODIFICATIO!\'S - Licensee shall have the right to modifY the Software Product, O\vnership of such modifications shall vest 111 Licensee, proVided nothing in
such modifications incorporates the Licensor's Soft\vare Product whidl shall be subject to all other terms of this Agreement. Licensee will not claim as its property a
re-implementation of Licensor's Software Product.
14) SEVERABILITY - Tn the event any term, condition or provision of this Agreement is determined to be void, invalid, illegal or unenforceable, it shall, only to that
extent, be deemed stricken, However, all atller provisions shall remain and constitute the Agreement between the parties
I S) .-\SSTG~MEj'\;T - Except as set forth hereinafter, this Agreement may not be 8ssigned, sublicensed, or othenvise transferred without the prior written consent of
Licensor, which consent shall not be unreasunably withheld. This Agreement shall be binding upon any assignee of Licensee
16) LlI\HTATION OF REMEDY - Licensee agrees Ihatthc Licensor's sole liability in contract, tort or otherwise arising out of or in any way connected with each
software Product hereunder for damages shall not cxceed the License Fee paid by Licensee for the pal.ticular softlvDre Product ]n no event shall either party be liable
to the other tor any indirect or consequential damages
17) CHOICE OF LA WfClIOICE OF FORUM - Both parlies hereby agree that, irrespective urtlle place of making or pl<lce ofperformallce of this Agreement, this
Agreement shall be exclusively governed and interpreted according to Utah Law, both St<.ltutory and Dccisional, and further, 110 actlOn, suit, or proceeding shall bc
commCllced, maintained, or prosecuted other than ill Utah in a court of competent jurisdiction
IS) EXPORT RESTRICTIONS - Licensee ,lg!'ee~ not to transmit the Software Product outside the country ofpurcllZlse ,vithoul the prior written approval of Licensor
This Agreement is subject to ,my laws, regulations, and orders Or other restrictions on the export of the Software from the United States or agencies thereof
(including the United States Department ofConunerce).
19) NOTICES All ,vritlclll1otices to be given hereunder whcther pursuant to this Agrecment or a provision ona\\', shal] be either delivered in person, by prepaid
telegraphic means, or by the United States mail, postage prepaid, Notices shall he addressed as follows.
TO lICENSOR
S IRE Technologies
3676WestCali/lxniaAve lJl1itBIOO
Salt I_ake City, Utah 8'1104
ATTENTION
Jim Painter
TO LlCFNSEF
Collier Coullty BOClrd arCouaty Commissioners
3301 Tamiami Trail East
Naples, Florida 34] 12
A TTENT]ON:
Michael Cox
or, at such other place as may be designated from time to time in ,vriting.
20) GENERAL
a) Licensee and Licensor agree to take reasonable steps to camp]y with all applicable Loca], State and Federal ]a\vs and Executive Orders and
regulations issued pursuant to thereto.
b) This agreement 111ust 110t be deemed or construed to be modified, amended, rescinded, cancelled or ,,,aived in whole or in part, except by VlTitten Amendment
signed by the parties hereto.
c) Licensor shallllot be liable for delays ill any of its performance hereunder due to callses beyond its reasonable conlrol, including, but not limited to acts of
Nature or strikes
d) )Jo ,vaiver of any rights caused by breach of any provision of this Agreement shall constitute a waiver of any prior, concurrent or subsequent breach of the
same or any other provisions hcreofand no waiver shall be cffective unless l1l<.lde in writing
Licensee and Licensor acknowledge that they have read the tenns and conditions of this Agreement they undel'stand all sllch terms alld conditions and that they
agree to be hound thereby.
Page 2 of2
EXHIBIT D
SIRE TECHNOLOGIES
SOFTWARE MAINTENANCE AGREEMENT
3676 West California Avenue Unit BlOO
Salt Lake City, UT 84104
This Maintenance Agreement is made by and behveen SIRE Technologies, and
"Customer"
CUSTOMER NAME AND ADDRESS
,-----
Collier County
Attention: Michael Cox, Records Manager
330 I Tamiami Trail East
Naples, FL 34112
A~UAL I\IAI1\TE~\A:\'CE CHARGES
$31,828.00
rERl\'1S .-\1\0 COI\(HTIO;\iS
[[10'1. The mitial term oft[lis Agreement is for a period of one (I) year and one
hundred twenty (120) days [rom the effective date of ninety (90) days after Final
i\cccptancc of the system by' CuslOIm:r, Upon c~pirali(1n of the initi:l1 krill (If
the i\greel11ent, it shall be deemed renewed with the same tcrllls and conditions
for further sllccessive periods of one (1) year unless either purly has giv~'n the
other party wntten notice orlermination not less than thirty (30) days prior to the
expiration of the initial teOl1 or subsequent renewal ti.:Ol1(S)
CHARGES. The charges for the maintenance described hereunder, are the total
or the charges listed above, SIRE TECHNOLOGIES shall invoice the Customer
sixty (60) days prior to anniversmy dale, ,md the Customer shall pay the
aggregate to SIRE TECHNOLOGIES in accordance with Chapter 218, Florida
Statutes, also known as the Local Government Prompt Payment Act. SIRE
TECHNOI DGIES has the right to increase nwinten:l11ce charges at each
anniversary or the effective date, by an amount 110t e\:ceeding t\\'o <lnd one half
percent (2,5%) of the total maintenance <lgreement. Written notice of such
increase shall be given to the euSlOmcr not less than thilly (30) Jays before the
anniversmy of the effective date. In addition, the Customer shall pay <lll federal,
state, or local txxes on the services rendered or parts supplied Customer is sales
tax exempt pursuant to Chapter 212, Florida St<ltutes.
SERVICE HOGRS. This Maintenance Agreement provides for unlimited
telephone sofuvare support If the customer requests on site support, the
customer will be billed at S]RE TEClINOLOGIES cstabl1shed service rates plus
expenses. S]R[~ TEe] INOLOGIES shall provide maintenance service as
cxpeditioLlsly as possible after notice from the Customer that the Product is
inoperable. Service may be obtained during maintenance center oflice hours
\vllich arc 6:00 AM to 6:00 PM daily (Mountain Standard Time), Monday
through Friday, excluding public holidays. Service at times other than during
maintenance center hours, shall be furnished upon the Customers request ,md at
SIRE TECHNOLOGIES' established charges for labor in effect at the time sllch
service is perfonl1ed Travel expenses shall be paid in accordance with Section
112.061, Florida Statutes.
SERVICE l\"OTIFICATION. The Customer shall notify SIRE
TECHNOLOGIES of suspected Product malfunction, by calling SIRE
TECHNOLOGIES service and identifyl11g the problem and symptoms
Notification may be made to S]RE TECHNOLOGIES via telephone, or email
RISK OF LOSS. This Agreement does not cover service, maintenance or repair
necessitated by loss or damage resulting from any cause beyond the control of
SIRE TECHNOLOG]ES, including, but not limited to loss or damage due to
fire, water, lightning, earthquake, riot, unauthorized service or modifications,
theft, or any other cause originating outside the Product. With respect to any loss
or damage, SIRE TECHNOLOGIES shall submit to the Customer a description
of the work to be done and request tile Customer's consent to restore the Product
to norma! operating condition at SIRE TECHNOLOGIES' rates. Ifthe Customer
does not agree to restore Product to nonnal operating condition, SIRE
TECHNOl.OGIES shall have the right to tCIll1inate its obligations under this
Agreement
PERFOIn'L\.'\CE. S]RE TECHNOLOGIES shall exercise its best efforts in
performing services covered under this Agreement, but shall not be liable tor
damages, direct or otherwise, for failure to perfi:lfI11 services at a location deemed
hazardous to health or safety or arising out of delays or failure in fumishing parts
or services caused by Acts of God, Acts or (JCl\'CrIllllent, labor disputes or
difficulties, failure of transportation, or othel causes beyond its control, or I'm
allY cOllsequellti<l1 damage whatsoevcr.
LIABILITY. SIRE TECHNOLOGIES shall not be responsible, nor incur
liability of any kind, nClture or description to the Customer, its as!.ents or
emp]oyees or any other firm or corporation, whetller direct or conscqu;ntial, in
event of lllilure or lllult in condition or operation of the Product or for errors of
omission in the transmissiOIl (lr display of information arising rrom the actual or
alleged use of (lperation oftlle Product
SIRE TECH.'WLOGIES'S L1AllILlTY. SIRE TECHNOLOGIES shall
procure and maintain in full forcc and clTeet <It <Ill times during the perfonnance
of on-site maintenance under this Agreement, Workmen's Compensation
Insurance, SIRE TECHNOLOGIES personnel shall comply with, 811 rcasonable
rules and regulations in crfect at the Customer site
DEFAULT. In the event of payment default by the Customer, SlRE
TECHNOLOGIES sl1811 hI,; cntitled to collect interest pursuant to Chapter 218,
Florida StDtuks, also known <IS the Loull Government Prompt Payment Act, and
collection costs, including court costs and reasonable attomcy's fees. In the event
or deL1ult by the Customer in any term or condition hercin, SIRE
TECHNOLOGIES may, at its option, refuse service or terminate its obligations
under this Agrcement if Customer does not Cllre the default within thirty (30)
days after notice by SIRE TECHNOLOGIES..
NOTIHCA nON. Any notice required herein shall be in writing and shal[ be
deemed given if mailed or delivered to the other party at its last known !11<liling
address
WAlVEH. This instrument contains the entire Agreement of the parties. It
cannot be changed, altered or modified orally- AI] changes or modific8tions must
be in writing by the parties hereto
TAX. The customer is responsible for any and all tax. Customer is sales tax
exempt pursuant to Chapter 212, Florida Statutes.
TYPES OF Sl'PPORT. Technical support includes telephone 8nd email when
the cllstomer hDS problems or questions.
SOFTWAHE SlIPPORT. The customer will supply the conditions and data
which caused the malfunction and help reproduce the failure.
EXHIBIT E
S_RE.
TECHNOLOGIES
:3 Y A L ? H A. COR: P0
Project Plan
Prepared April 24, 2008
For:
EDMS Implementation
Collier County, Florida
By:
Michael Cox, Sponsor, Collier County
Barry Axelrod, IT Director, Collier County
Linda Lang, Project Manager, SIRE Technologies
Page 1 of 14
SIRE EDMS Project
TECHt~OlOGIES
3Y ALPHACOf-1P
S_RE.
Table of Contents
1. Project Overview.............. ......................... .................................. .......................................... ............. ......3
2. Scope Statement (Approximate Dates) ........ .................................................................. .......................... .... 4
3. Future Work (not in scope for this phase) ... . . ............. ..... ....... ................ .............. .................. 5
4. Deliverables................ ................ .................. ............. ............5
5. Project Assumptions. ................. ... .......... . ........ ............. ................. .............. 6
6. Project Constraints. ............................ .. .. ... ............ ... 6
7. Project Organization. .................. ............................... .................................... 6
8. COlnlnunication Plan ............. ............. ............... ............. .................... ............. ..............9
9. Risk And Asset Management ...................... ............................... 11
10. Issues I Change Management.... ..... ............. ......................11
11. Payment Milestones ................................ ................ ........................................... .... ............... ............. 13
12. Technology Plan - Outline ..................... ...................... .................... ................. 13
13. Sire Training.. ..... ....._............................................ 14
14. Sire Services ............... ....... ...................._............................................ 14
15. Sire License... . .. ...................... ..................... .............................................................. 14
16. Project Decisions. ........... ....... ...... ... ..... .................. ..................................... 14
17. Project Acceptance and Signoff. ....... .... . .... ........... !4
Page 2 of 14
SIRE EDMS Project
S_RE.
TECHNOLOGIES
3Y ALPHACQP.?t.
1. Project Overview
2. Project Overview
Collier County, Florida is implementing an initiative to use SIRE EDMS, workflow, and e-forms
for the purpose of supporting their document management and business process needs.
Implementing the SIRE EDMS Suite will bring about the following business objectives:
o Improve accessibility of documents both internally and externally to the public.
o Reduce document processing and intake costs.
o Reduce paper filing, handling, maintenance and storage costs
o Save time and manpower effort in research or review of documents.
SIRE will specifically perform the following functionality:
o SIRE Agenda Plus - 5 Concurrent Users
o SIRE Pub for intranet access
o Agenda to go - 1 User license
. Scan to Agenda - 1 User license
o Agenda Wrap Up - 1 User license
o Agenda Packet Print - 1 User license
o SIRE Capture - 12 User license
o SIRE Index Module - 5 User license
o Scan to Folder - 30 User license
o SIRE EDMS Server Concurrent license - 50
o SIRE EDMS Client Concurrent license - 50
o Read Only Concurrent licenses - 100
o Retention Manager
o Core Workflow development (64 hours of development)
o Form license
o XML - Loader
o Workflow Definition and Configuration (40 Hours)
o Installation, implementation and testing (64 hours)
o Project Management (40 hours)
o Workflow Administrative training (24 hours)
o EDMS System Administrative Training (24 Hours)
o Forms Administration training (16 hours)
o EDMS - End User, Scanning, Training (8 hours)
Project Sponsor: Len Price
Project Manager: Michael Cox, Functional Requirements (User Community)
Project Manager: Richard Badge, Technical Requirements (IT)
Project Manager: Linda Lang, SIRE Technologies
Page 3 of 14
SIRE EDMS Project
T E
3 V
3.
CHNOLoa ES
",\lPHACOR:?
Scope Statement (Project Kick-off and software installation to occur the week
of September 15\ 2008)
S'RE.
3
4
Contract Signing
Notice to Proceed
Com letion Dates
I
2
Contract Si nin
Contract Review and ap royal
Contract Review and approval
-----_._"~-~._~-~_._-
5
Hardware Set-u
Hardware is configured (based on SIRE requirements)
. Application Server (Production & Test):
Operating System
3. \Vindmvs 2003 Server
b. Net Framework 2.0
Other third party Applications
a. Visio2007
b. Word2007
Collier County
e. Office Products used to open docs for PDF
, conversion
I
,
. Database Server:
a. MSQL Server 2000 or 2005
: . Web Server:
I a. Windows 2003 Server or Vv'cb Server
b. liS
c. .Net Framework 2.0
6 Provide VPN Access Collier County
- --------_.- ~.
Desion
-
7 Provide AppXtender apps to be migrated Collier County will Week of9/1/08
I - - provide to SIRE
. Sludge Files Week of 9/1108
. Risk Files (NOTE: These have security Week of9/1/08
requirements)
8 Provide Shared network files to be migrated Collier County will Week of9/1/08
provide to SIRE
9 Provide high level proposed taxonomy Collier County will Week of911108
provide to SIRE
10 Provide proposed worknow design (visio) Collier County will Week of9/1/08
provide to SIRE
II Provide E-Fonn design to launch Workflow Collier County will Week of9/1/08
provide (()SIRE
12 Provide Cabinet design and index fields to support storage of Collier County will Week of9/1/08
forms and workflow above provide to SIRE ..
13 Provide Records Management design requirements to suppOli Collier County will Week of9/1/08
#1 I and #12 above and GS-I provide to SIR_E
-
- --_..-
Page 4 of 14
SIRE EDMS Project
S'RE-
TECHNOI.OGIES
l :P H It. COR PM
Develo ment
14 Sire installs software on Servers and local PCs
15 Build Cabinets to support #7 above
16 Migrate files outlined in #7 above
17 Scan new files (#7 above) and save in Sire
18 Build Cabinets to support #8 above
19 Migrate files outlined in #8 above
20 Add new files (#8 above) and save in Sire
21 Build cabinets to supp0l1 # 10 and # II
,22 Build e-fonn and workflO\v in #10 and #11
23 Build retention schedule for#IO and #11
Provide public access to sludge files (#7)
SYS ADMIN TRAINING (NOTE: Recommend moving
this trainin(J u )stream of Ste 14
I 24 Perfann System Admin Training
2S Perform Workflow Admin Training
26 Perfonn Forms Administrator Training
27 Perform Scanner Training
Testin
28 Perform complete UAT based on Functionality outlined in
proposal for items # 14 - #24 above
29 Software installed and tested on local PC's, as appropriated
30 Perform complete System Testing, as appropriat~d
31 Perfonn Load testing for 55 concurrent users
GO LIVE
4. Future Work (not in scope for this phase)
1. Agenda development
5, Deliverables
1. Project Plan
Page 5 of 14
SIRE (knowledge transfer Week of 9/22/08
to Collier County)
SIRE (knowledge transfer Week of 10/6/08
to Collier County)
SIRE (knowledge transfer Week of 10/20/08
to Collier County)
SIRE (knowledge transfer Week of 10/6/08
to Collier County and
user~.L_
Sm.E (knowledge transfer Week of 10/6/08
to Collier County)
SIRE (knowledge transfer Week of 10/20/08
to Collier County)
SIRE (knowledge transfer Week of 10/6/08
to Collier_County)
SIRE (knowledge transfer Week of 10/6/08
to Collier County)
SIRE (knowledge transfer Week of 11/03/08
to Collier County)
SIRE (knowledge transfer Week of 10/6/08
,~(!_!;;?_~l~c~'_ ~~~I"I~ty)
Week of 10/6/08
SIRE (knowledge transfer Week of 10/6/08
to Collier County)
SIRE (knowledge transfer Week ofl11J0/08
to Collier County)
SIRE (knowledge transfer Week of IIIJO/08
to Collier County)
SIRE (knowledge transfer Week of 10/6/08
to Collier County)
Collier County with
oversight and corrections
fJ'OI11 SIRE
Collier County/SIRE
Collier County/SIRE
Collier County/SIRE
Week of IIIJO/08
Week of Il1I0/08
Week of 11i10/08
Week of IIIJO/08
Week of IIII 7/08
SIRE EDMS ProjecI
S_RE.
TECHNOL.OGIES
BY ALPHACOR?
2. Standard training documentation
3. Installation documentation
6. Project Assumptions
1. Collier County has a project manager and project champion to help coordinate
required tasks and provide resources.
2. Collier County has prepared all stakeholders (those who are positively or
negatively affected by this project) in all departments to support this effort.
3. Project management staff from SIRE Technologies and Collier County will work
directly with each other and make a good faith effort such that Collier County
County's needs are met.
4. Once this project begins, changes in scope will be necessary. The project
managers from SIRE Technologies and Collier County will maintain adequate
control over project scope.
5. Resources from Collier County County's departments will be available to help
SIRE Technologies define and formulate agendas and workflows.
6. Collier County has prepared the schedules of all stakeholders and the user
community to devote the necessary time and energy into appropriate training of
the SIRE products.
7. The IT department will provide SIRE Technologies remote access, such as Web-
ex or VPN, to the necessary data processing systems.
8. The IT department takes responsibility for supporting internal data processing
needs such as server backups, scheduling, system redundancies, virus
protection, server readiness and security policies and procedures.
7. Project Constraints
1. Absences by team members, whether planned or unplanned, whether from the
Collier County team or SIRE Technologies team, may impact the project timing.
8. Project Organization
1. Project Roles and Responsibilities
Page 6 of 14
SIRE EDMS Project
S'RE.
TECHNOL,OGIES
3 Y ALP HAC 0 R ?~
1. Project Sponsor: The person or group providing financial resources, in
cash or in kind, for the project.
2. Account Executive: Individuals responsible for the project scope
3. Technical Support: Individuals with expertise about the system being
implemented.
4. Project Manager. The person managing the project and its successful, on-
time completion.
5. Stakeholders: Individuals and organizations actively involved in the
project, or whose interests may be affected as a result of project execution
or project completion.
6. Subject Matter Experts: Individuals with expertise about systems or
processes required to complete the project and/or make it successful.
7. SIRE Administrator. Individual responsible for becoming expert in SIRE's
use, and to administer the SIRE product suite and act as first-level support
for end users.
Page 7 of 14
SIRE EDMS Project
S'RE.
TECHN01.0GIES
3Y AlPHACOR?
Project Directory
Assigned Role Email Phone
Michael Cox Records (239) 252-6832
(Collier County) Manager mi chaelcox@collieraov.net
Lyn Wood Contract L vnWood@collierqov.net (239) 252-2667
(Collier County) Specialist
Richard Badge IT Analyst Richard Badqe@collierqov.net (239) 252-2392
(Collier County) ..---.-
Linda Lang
(SIRE) Project Manaqer ---~~~"--- j801) 910.5909
Brad Painter Analyst bpa i nter@siretechnoloqies.com (801) 4150630
_l::;IRE) m ba ke r@siretechnoloqies.com (801) 977.8608
Matt Baker (SIRE) Installation
--0. --~ ~._..__._._-- -
TBD Installation
(SIRE) ._-_._.~.- @siretechnoloqies.com (801) 4150626
Help Desk Technical
Support - SIRE su pport@siretechnoloqies.com (801) 4150626
Technologies
-~~--~- --.
Page 8 of 14
SIRE EDMS Project
TECHNOL.OGIES
B Y ALP HAC 0 R p",
S_RE.
9. Communication Plan
J. Dav to Dav Communications on non-urgent items that affect the project should
be by email, with all team members on the distribution list, including the SIRE
Technologies team members. If an item is identified as an issue, it will be
entered on the Issue Log for the project. All electronic documents relating to the
project will be stored on the Project's share on the SIRE Technologies Web
Center (A login and password will be provided to Collier County to be shared with
the project team.
Note: Email is NOTtobe used for messages of any urgency. Critical or time-
sensitive items must be communicated immediately by telephone, followed by a
summation email to keep everyone apprised.
2. Proiect Status Reports serve two functions. They provide feedback to the project
organization and they serve as a historical record of the project progress,
decisions, success, achievements, and shortcomings. Background information
that is obvious to the project team at the time of the report may not be available
to subsequent readers; therefore inclusion of all related information will be helpful
for documentation.
Project Status Reports are accomplished through a bottom-up approach. Team
members will report to their Project Manager on a weekly basis in the Project
Team Meetings. Information gathered during the Project Team Meetings will be
incorporated into a Project Status Report that will be distributed to all Team
members and to the Executive Committee
Page 9 of 14
SIRE EDMS Project
TECHNOLOGIES
BY ALPHIl.COq;'l
S_RE.
3. Communications Grid
Communication Project Mgr Project Team Delivery
Dav to Dav X X D, E
~-
Status Meetina Minutes X D', AN, T, E
--
Status Report X W, E
Chanae Assessment X AN, P
UraentlEmergency~ " X X I D, T
.._-,. ".~
Delivery Key:
Frequency (D) daily; (W) weekly; (M) monthly; (AN) as needed
Delivery Method (E) email, (M) memo, (P) PM tool output, (C) conference, (T) teleconference
'When SIRE Technologies is onsile.
Page 10 of 14
SIRE EDMS Project
S'RE.
TECHNOLOGIES
B Y ALP- H JI, G 0 R p.:j
10. Risk And Asset Management
Risk is an uncertain event or condition that, if it occurs, has a positive or negative
effect on a project's objectives.
Risk management endeavors to optimize the likelihood of meeting project objectives
and maximize the opportunities representing "positive" risk. Risk management also
endeavors to minimize the occurrence of threatening conditions and events, and the
impacts to project objectives that result. Identification of risks up front reduces the
amount of surprises, crisis management, disappointment, workarounds, re-work and
waste.
Project risks will be categorized as follows:
1. Scope, Technical or Quality Risks:
Project changes or additions, required customizations, technical design issues
2. Manaqement Risks:
Lack of proper management, resource issues, sponsorship,
3. Orqanizational Risks:
Slow decision-making, interruption of funding, changes in corporate goals or
strategy, labor issues, end-user buy-in
4. External risks:
Delivery of equipment, environment issues, construction
VMWare on production, no support hours are in the proposal. Need to develop a
back up plan.
5. Traininq risks:
High level of coordination and planning will be required to make sure the County
Council and staffs are trained.
Proper training in all aspects of the application is a must.
When project risks are identified, project management will discuss ways to mitigate
the risk, agree on a contingency plan and decide the trigger points for action.
11. Issues I Change Management
An issue is a concern that may impede the progress of the project if not resolved.
Issues require a decision and a resolution. The resolution may require concurrence
frorn many people.
Page11of14
SIRE EDMS Project
S_RE.
rECHt~ot.QGIES
a Y ALP HAG 0 R p,,,
Changes to this project's scope are driven by issue resolution. As stakeholders
identify an issue, the project managers will track and agree on severity and impact to
the project as show-stopper, work-around, or nice-to-have To insure the health of
the project, all issues and changes must be documented to their conclusion.
1. Show-stopper. This type of issue is mission critical to the County and the user
community cannot possibly do their work unless the project team resolves it.
2. Work-around: This issue is a feature or function of the SIRE product 'out of the
box' that doesn't fit the model of how the user visualizes the product should be.
It can also be a malfunction of the product that needs to be addressed (a bug).
Work can continue forward with adjustments on the part of the end user.
3. Nice-to-have: This issue is a special request for SIRE Technologies to provide
the County. This issue helps drive new features and functions of the product.
4. The Chanqe Process:
a. Collier County project manager contacts SIRE Technologies project
manager to discuss how the change will be handled.
b. The project managers from SIRE Technologies and Collier County agree
on how the change impacts the scope of work. They agree if the change
can be incorporated as part of a release, handled as part of the original
project scope or may require additional cost.
c. SIRE Technologies and the Collier County project managers will then
work together to establish a technical specification if they agree it is
needed.
d. SIRE Technologies project manager will work with their internal
development group to understand the requirement.
e. SIRE Technologies project manager will then report back to Collier County
Project Manager of what the change requires for implementation
f. A change order form is used to communicate the required change.
Note: Any change in scope will require Collier County project sponsor and
project manager approval with a formal signoff and will be processed in
accordance with Collier County's change order process.
Significant changes in scope will be subject to Collier County County's formal
change management process. Any modifications resulting in the delay of
project completion or addition of resources (money, people, hardware,
software, etc.) will be subject to additional approval by the Collier County.
Page 12 of 14
SIRE EDMS Project
S_RE.
TECHNOL.OGIES
B Y ALP Ii A C 0 Ft Pes
12. Payment Milestones - To be processed in accordance with Appendix B
13, Technology Plan - Outline
SIRE .Net Architecture Diagram
W~-
~4='";";'1~ ,JJ
~'Z:j= t~
~I Internal Cllel1t- 2
~~7
,/
Applications Application Server -svp~i'c"rrOl
Opt;oo>
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~ :,':' R.,,,'cod_
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Page 13 of 14
SIRE EDMS Project
S_RE.
TECHNOLOGIES
a: Y ALP HAC 0 R: P':l'
14. Sire Training
SIRE TRAINING
24 SIRE Workflow Administrator Training - includes 4 days for workflow I & II.
Per Person cost
24 SIRE EDMS System Administrator Training - Usually requires 4 days
Hands on Trainino
16 SIRE Forms Administrator Training - usually 3 days Hands on Training. S
hour minimum. Per hour cost
-..-.
8 SIRE Scanner Training - Best in groups of 1-4 people. Usually 1 day. S
hour minimum. Per Hour cost
---_.~-- ..
15. Sire Services
hours SERVICES
40 Proiect Manaoement (per hour)
64 Installation, Implementation and testing
40 Workflow Definition and Configuration (per hour- 8 hour minimum)
16.Sire License
17. Project Decisions
During the course of the project when technical, procedural, operational decisions are
made they will be documented in the weekly status report. The Weekly Status Report
is a document maintained by the project team.
18, Project Acceptance and Signoff
Before the project can be considered complete the following conditions must be met:
1. All outstanding issues have been documented and reviewed by the project team.
2. All decisions and resolutions have been documented and reviewed by the project
team.
3. Complete a post project assessment meeting (Lessons Learned) attended by all
of the project team.
4. Final Acceptance by Collier County will be in writing.
Page 14 of 14
SIRE EDMS Project
EXHIBIT E
System Acceptance Test
SIRE Technologies staff will develop a structured plan for testing of the various subsystems and
the entire system by Collier County. It will identify critical system functions to be tested
repeatedly and will include specific tests to be conducted. This function will be carried out under
the direction of the Project Manager.
SIRE Technologies staff will deliver the plan and review it with appropriate Collier County
personnel. SIRE Technologies will submit a final draft of the plan to Collier County for written
approval. This plan will take into account various phases of the project as identified in the
Implementation Plan.
Following installation of the hardware and software and testing of the system by SIRE
Technologies staff, SIRE Technologies will submit the entire system for acceptance testing by
Collier County. The test should ensure that the system and the purchased hardware and
software meet all agreed-on functional requirements, security requirements and performance
requirements. The test will also ensure that the documentation and operational procedures are
complete and accurate.
Collier County staff will test the system in accordance with the system Acceptance Test Plan
and document all failures and discrepancies. SIRE Technologies will document all responses.
CHANGE ORDER
CHANGE ORDER NO.1
CONTRACT NO. 08-5009
BCC Date: July 22, 2008_
Agenda Item: 16 E 4
TO: SIRE Technologies, Inc.
3676 W. California Avenue, Unit BIOO
Salt Lake City, Utah 84104
DATE: October 2. 2009
PROJECT NAME: Agenda Plus Meeting Automation Management Svstem
PROJECT NO.: N/A
Under our AGREEMENT dated July 22. 20Qli...
You hereby are authorized and directed to make the following change(s) in accordance with terms and
conditions of the Agreement: See attached Exhibit A.
FOR THE (Additive) Sum of: one hundred eighty nine thousand five hundred seventy five dollars
($189,575.00).
Original Agreement Amount
$232,727.00
Sum of Previous Changes
$Q
This Change Order Add
$189.575.00
Present Agreement Amount
$422,302.00
The time for completion shall be (increased) by _0_ calendar days due to this Change Order.
Accordingly, the Contract Time is now _N/A () calendar days. The substantial completion
date is N/ A and the final completion date is _ N/ A . Your acceptance of this Change
Order shall constitute a modification to our Agreement and will be performed subject to all the same terms and
conditions as contained in our Agreement indicated above, as fully as if the same were repeated in this
acceptance. The adjustment, if any, to the Agreement shall constitute a full and final settlement of any and all
claims of the Contractor arising out of or related to the change set forth herein, including claims for impact and
delay costs.
Accepted: October 2. 2009
CONTRACTOR:
SIRE Technologies, Inc.
OWNER:
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLO
04?~
~
By:
David Reeder
DE1jtRTMENT DIRECTOR
By: ~~l /f4~ /
Barry elod.
DIVISION ADMINISTRATOR
B, cA'ez9;YIkU~ /2~
Len Golde rice
CONTRACT SPECIALIST
B, !Ji.1p./);h"dJ"~'~
L oq.d'
Date: 11---1O-8lDCf[
BY:
oL.
BOARD OF COUNTY COMMISSIONERS OF
COLLIER CQyJNTY FLORIDA
/ j'
/1/ '
1\ {',I....-........" 'j ._ _. ..f .....".'
BY: '," U, .....7'" .11"',. ":;,.v' i't"
Donna Fiala, Chairman
.,'!.t-'.... ,
.=' 'M ",
It ,.' ~~
ApproverA . ~ . . "'-4;>'
and Legal Suffici~~ij\~
Print Name: ;;7f U(/.e- L
^ lOi21taiit County Attorney
'Utp~
SIRE.
Agenda Item No, 16E2
October 13, 2009
Page 7 of 8
~~@ @ 0 D~@~@~~
TECHl'aOl...OGIES
B -y A. L P HAC 0 R P.
3676 W California Ave, B100, Salt Lake City Utah 84104
Phone: 801-977-8608, Fax: 801-977-8775
The following number must appear on all related
correspondence, Purchase Order:
QUOTE NUMBER: 090720COL-APLS
Ship To:
SAME
To: Collier County IT Department
3301 Tamiami Trail East, Naples, FL 34112
Attn: Barry Axelrod, IT Director
Fax:
QUOTE DATE PROPOSER SHIP VIA F.O.B. POINT PAYMENT TERMS
October 2, 2009 David Reeder Best Destination In accordance with Contract 08-5009.
QTY UNIT DESCRIPTION UNIT PRICE TOTAL ANNUAL
MAINTENANCE
Agenda Plus Meeting Automation-
Management System
Unit Dricina for Aaenda Workstation Licenses
300 User Unlimited Concurrent Enterprise Wide Site License for $125,000.00 ($25,000.00,
Agenda Plus beginning after
first year of
implementation)
Pricing for Services to implement SIRE Agenda
Plus - (pricing the same for any amount of
licenses purchased)
SIRE Services
8 days Project Management for Agenda Plus $1,520. $12,160.00
15 days Workflow Definition and Configuration for $1,376, $20,640,00
Agenda approval processes
2 days Agenda Template Configuration $1,376. $2,752.00
2 days Website Customization and Configuration $1,376. $2,752.00
SIRE Onsite Trainina and Education
_.-
1 day SIRE Agenda Plus Submitter Training $1,376. $1,376.00
1 day SIRE Agenda Plus Reviewer Training $1,376, $1,376,00
Agenda Item No. 16E2
Octob r 13, 2009
2 days SIRE Agenda Plus Clerk Training $1,376. $2,752.00 age 8 of 8
2 days SIRE Agenda Plus System Admin. Training $1,376. $2,752,00
SIRE Exoenses
5 Airfare, Round Trip $600. $3,000.00
20 Per Diem: Daily Expenses $200. $4,000.00
Subtotal $178,560.00
Note: All days quoted are estimates. If days
quoted are not used, only days used will be
charged.
Allowance for other implementation services as $11,015.00
needed, including, but not limited to: training,
implementation services, customization,
configuration, integration, travel, per diem
expenses, and/or other reimbursable items,.
TOTAL $189,575
SALES TAX Exempt
SHIPPING & HANDLING Prepay & Add N/A
MAINTENANCE N/A
TOTAL Not to $189,575
Exceed
Pricing valid for 90 days
Delivery: As mutually agreed upon in writing by
County Project Manager or his designee and SIRE.
Note: Annual Maintenance amount of
$x,xxx.OO is due 90 days after Acceptance
Milestone.
042~
~
David Reeder - SIRE Technologies
S'RE.
TEe H 101 0 lOG I E
To: Collier County
This letter is to provide Collier County with the written notification that David Reeder
was authorized to sign change order number I for contract number 08-5009 dated
October 2, 2009 for the project Agenda Plus Meeting Automation Management System.
Sincerely,
~~
KrisPainter
President
SIRE Technologies Inc.
1/- ~ - 2(J() if
Date
All-purpose Acknowledgment
STATE OF ~(O7l II
On AI..'I/Ey11~ :;. I 'Z(;~"?
in and for said State. personally appeared
. COUNTY OF S4t-r k{'l/f!.e
before me. the undersIgned, a Notary Public
personally known to me -OR- )q,roved to me on the basis of satisfactory evidence/ to be the person(sl
whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they
executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the
instrument the personlsl, or the entity upon behalf of which the person(s) acted, executed the instrument.
WITNESS my hand and official seal.
;t~~
't#' J5~CIl?v f
My commi~~ion expires
HIS ~f) 'hI Z.
r.- - - - - '" NQ,MY'Pi.Jc- -,
TYLClltlltalJCHLaY I
I II Con., I ....No.~ I
I ~ElIplNo I
I . . FEBRUARY 2ll, J112 I
a. _ _ _ _ _ _ .!T~TE~lJ!.~ __
(Seall
IlEU",",IU"'19161
www.sunbiz.org - Department of State
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Foreign Profit Corporation
SIRE TECHNOLOGIES, INC
Filing Information
Document Number F08000001098
FEI/EIN Number 870508307
Date Filed 03/10/2008
State UT
Status ACTIVE
Principal Address
3676 WEST CALIFORNIA AVE UNIT B 100
SALT LAKE CITY UT 84104
Mailing Address
3676 WEST CALIFORNIA AVE UNIT B 100
SALT LAKE CITY UT 84104
Registered Agent Name & Address
NRAI SERVICES, INC.
2731 EXECUTIVE PARK DRIVE SUITE 4
WESTON FL 33331 US
Officer/Director Detail
Name & Address
Title P
PAINTER. KRIS
1168 WEST 13200 SOUTH
RIVERTON UT 84065
TitleVP
PAINTER, MIKE
1182 WEST 13200 SOUTH
RIVERTON UT 84065
Annual Reports
Report Year Filed Date
2009 01/05/2009
Document Images
01/05/2009 -- ANNUAL REPORT l
View image in PDF format
http://cc1'corp.dos.state. tl us/scripts/cordet.exe?action=DETFIL&in'L doc _ number=F0800... 10/26/2009
(2)
~ Services CMsion
P1.m::l1asing
OFFiCE OF .
purchasi~~~e!ttTO THE
3327 TiUliami Trail Eas't RNE't
Naple~~~rUlUN411 f2.
Telephone: (239) ~5'2-~~II: 30
FAX: (239) 252-6593
Email: Iynwood@colliergov.net
www.colliergov.net
ITEM NO.: , \.. ~~. <- 0 \S d8'
DATE RECEIVED:
FILE NO.:
ROUTED TO:
DO NOT WRITE ABOVE THIS LINE
Request for Legal Services
~ ~\\\;,\\.t
Date:
June 14, 2011
(0 \ \b \ ~ ,
cm6-
~l~ ()~
From:
Colleen Greene
Assistant County Attorney
Lyn M Wood ~
Procurement Strategist V~ ~
To:
Re:
08-5009 - Enterprise Content Management Software Solution
Contractor: SIRE Technologies, Inc.
BACKGROUND OF REQUEST:
This contract was approved by the BCC on June 14, 2011; agenda item 16A25.
You have previously initialed the change order for Agenda Central.
ACTION REQUESTED:
Change order review and approval.
OTHER COMMENTS:
Please forward to BCC for signature after approval. If there are any questions concerning the document,
please contact me at the telephone number or email address above. Purchasing would appreciate
notification when the documents exit your office.
~~
G/ AcquisitionsfT echF ormsandLetters/MemotoRequestLegalServices
, .Revised: 4/16//1 0
:.
CHANGE ORDER
CHANGE ORDER NO.
2
CONTRACT NO. 08-5009
BCC Date: 7/22/08
Agenda Item: _16E4
TO: SIRE Technologies. Inc.
2211 West 2300 South
West Valley City. UT 84119
DATE: May 27. 2011
PROJECT NAME:
Active Review - Electronic Plan Submittal and Review System
Under our AGREEMENT dated
July 22
,2008_.
You hereby are authorized and directed to make the following change(s) in accordance with terms and
conditions of the Agreement: See attached Exhibit A
FOR THE Additive Sum of: _One hundred twenty-nine thousand one hundred fifty
($129,150.00).
Original Agreement Amount
$
232.727.00
Sum of Previous Changes
$
189.575.00
This Change Order adds
$
$
129.150.00
Present Agreement Amount
551.452.00
Your acceptance of this Change Order shall constitute a modification to our Agreement and will be performed
subject to all the same terms and conditions as contained in our Agreement indicated above, as fully as if the
same were repeated in this acceptance. The adjustment, if any, to the Agreement shall constitute a full and fmal
settlement of any and all claims of the Contractor arising out of or related to the change set forth herein,
including claims for impact and delay costs.
Accepted: 9 i,Vi " / If
CONTRACTOR:
SIRE Technologies, Inc.
, 201L
OWNER:
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA
By: t4J~ ~
David Reeder
DIVISION DEPUTY ADMINISTRATOR
Date:
~--rn\~
.I
Print Name: ~Ileen /VIGrwu<-
Assistant County Attorney
08-5009 - Enterprise Content Management
Software Solution - Change Order #2 2
CONTRACT SPECIALIST ~"
By: ~ )}1 ~,
Lyn / ood .
BOARD OF COUNTY COMMISSIONERS OF
COLLIER COUNTY FLORIDA
BY: Fred~::~ ~
EXHIBIT A
S'RE
Quote
T I!CHNlOLOG ESo
Document Management & Agenda Automation
for State & Local Government
ACTIVE REVIEW
To:
Cynthia Muckle
Collier County FL
3301 Tamiami Trail, East
Naples Florida 34112
239-252-8280
Date:
Expiration Date:
Account Manager:
May 18, 2011
August 13, 2011
David Reeder
CITY DESCRIPTION UNIT PRICE EXTENDED PRICE MAINTENANCE PART #
SOFTWARE
SIRE SERVER CORE
o
Enterprise SIRE Server Core - This is a one time cost for any size customer that
provides the PDF, FTR and other needed capabilities. This is required for all
clients. This is a required component for EDMS and/or Agenda Plus. Includes
the following modules: SIRE Administrator, SIRE FileCenter / WebCenter, SIRE
OCR / FTR, SIRE Retention Manager, SIRE Office Add-in Module, SIRE
Reports (Requires MS SOL), SIRE Web Publishing, and SIRE Workflow. Server
Cores are not inluded on Hosting and Active Review only Proposals. Is included
on EDMS and Agenda Proposals.
10,500.00 County already purchased
40050
SIRE ACTlVE.REVIEW.L,ICENSES
0 Active Review Workgroup 25.000.00 $ 50001
Active Review Enterprise: (Includes server software for active review, workflow,
forms, 10 EDMS licenses, Active Review web portal) (Portal and unlimited 50.000.00 $ 50,000.00 10,000.00 50002
number of internal users)
Active Review Client (1-25 Concurrent Users) 700.00 $ 50003
50 Active Review Client (26-50 Concurrent Users) 680.00 $ 34,000.00 6,800.00 50004
Active Review Client (51-100 Concurrent Users) 660.00 $ 50005
Active Review Client (101-150 Concurrent Users) 640.00 $ 50006
Active Review Client (151-200 Concurrent Users) 620.00 $ 50007
Active Review Client Enterprise 130,000.00 $ 50008
SUB.TOTAL SOFTWARE $ 84,000.00 $ 16.800.00
SERVICES
4
8
Project Management (Per Day Cost)
Installation, Implementation, & Testing days ( Per Day Cost)
Workflow Definition and Configuration (Per Day Cost)
1,350.00 $
1,350.00 $
1,350.00 $
9,450.00
5,400.00
10,800.00
120063
120051
120053
SUB.TOTAL SERVICES $ 25,650.00
ONSITE TRAINING
3
3
SIRE Active Review Administrator Training - Cost per day.
SIRE Active Review End User Training - Cost per day.
1,350.00 $
1,350.00 $
4,050.00
4.050.00
130052
130059
SUB.TOTAL TRAINING $ 8.100.00
EXPENSES *
o
o
Travel: Airfare (per trip)
Per Diem: Dally expense for Lodging, Car, meals (per day)
600.00 $
200.00 $
Billed as Incurred
Billed as Incurred
SUB.TOTAL EXPENSES $.
COST OVERVIEW
cxt?~
~
Quotation prepared by:
ThiS is a quotation on SIRE Technologies software. subject to the conditions noted below:
SIRE Technologies Standalll Payment Ten1ls: 100% of Software Fees due at signing. Professional Service Fees due upon
mutually deten1lined Milestones and Maintenance due at final project acceptance.
Proposal is valid for 90 days from Proposal Date unless othelWise specified in writing.
'Travel Expenses will be billed as incurred.
To acceptth,s quotation. sign here and return:
Thank you for your business!
EXHIBIT A
S'RE.
Quote
TECHNOI.OG ES
Document Management & Agenda Automation
for State & Local Government
ACTIVE REVIEW
To:
Kimberley Grant
Collier County FL
3301 Tamiami Trail, East
Naples Florida 34112
239-252-6287
Date:
Expiration Date:
Account Manager:
May 27,2011
August 27, 2011
David Reeder
QTY DESCRIPTION UNI;r PRICE EXTENDED PRICE MAIN;rENANCE PART it
SOFTWARE
SIRE SERVER CORE
o
Enterprise SIRE Server Core - This is a one time cost for any size customer that
provides the PDF, FTR and other needed capabilities. This is required for all
clients. This is a required component for EDMS and/or Agenda Plus. Indudes
the following modules: SIRE Administrator, SIRE FileCenter / WebCenter, SIRE
OCR / FTR, SIRE Retention Manager, SIRE Office Add-in Module, SIRE
Reports (Requires MS SQL), SIRE Web Publishing, and SIRE WorKflow. Server
Cores are not inluded on Hosting and Active Review only Proposals. Is included
on EDMS and Agenda Proposals.
10,500.00 County already purchased
40050
SIRE ACTIVE REVIEW LICENSES
0 Active Review WorKgroup 25,000.00 $
Active Review Enterprise: (Includes server software for active review, worKflow,
forms, 10 EDMS licenses, Active Review web portal) (Portal and unlimited 50,000.00 $
number of internal users)
0 Active Review Client (1-25 Concurrent Users) 700.00 $
50 Active Review Client (26-50 Concurrent Users) 680.00 $
0 Active Review Client (51-100 Concurrent Users) 660.00 $
0 Active Review Client (101-150 Concurrent Users) 640.00 $
0 Active Review Client (151-200 Concurrent Users) 620.00 $
0 Active Review Client Enterprise 130,000.00 $
50001
50,000.00
10,000.00 50002
34,000.00
50003
6,800.00 50004
50005
50006
50007
50008
sUB-;ro;rAL SOFTWARE $ 84,000.00 $ 16,800.00
SERVICES
7 Project Management (Per Day Cost) 1,350.00 $ 9,450.00 120063
4 Installation, Implementation, & Testing days (Per Day Cost) 1,350.00 $ 5,400.00 120051
8 WorKflow Definition and Configuration (Per Day Cost) 1,350.00 $ 10,800.00 120053
Allowance for other implementation services 10,000.00 $ 10,000.00
SUB-TOTAL SERVICES $ 35,650.00
ONSITE TRAINING
SUB.TOTAL TRAINING $ 8.100.00
3
3
SIRE Active Review Administrator Training - Cost per day.
SIRE Active Review End User Training - Cost per day.
1,350.00 $
1.350.00 $
4,050.00
4,050.00
130052
130059
EXPENSES *
SUB-TOTAL EXPENSES $ 5,600.00
4
16
Travel: Airfare (per trip)
Per Diem: Daily expense for Lodging, Car, meals (per day)
600.00 $
200.00 $
2,400.00 Billed as Incurred
3,200.00 Billed as Incurred
COST OVERVIEW
Total Cost for Software
$
84,000.00
Total Cost for Services
$
35,650.00
TotalCostfor Training
$
$
8,100.00
Total Cost for Expenses
5,600.00
GRAND TOTAL
PURCHASE INCENTIVE
133,350.00
TOTAL SYSTEM COST
$
ANNUAL SOFTWARE MAINTENANCE
$
c::<12~
~
Quotation prepared by:
This is a quotation on SIRE Technologies software, subject to the conditions noted below:
SIRE Technologies Standard Payment Terms: 100% of Software Fees due at signing. Professional Service Fees due upon
mutually determined Milestones and Maintenance due at final project acceptance.
Proposal is valid for 90 days from Proposal Date unless othelWise specified in writing.
'Travel Expenses will be billed as incurred.
To accept this quotation. sign here and return:
Thank you for your business!
L.L i i
2300 Scu~h
UT 84'119 -
8875 Fax info@SiretechnoiogI6s.com