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HomeMy WebLinkAboutCity Council Packet 12.14.2021 AGENDA CITY OF LAUREL CITY COUNCIL MEETING TUESDAY, DECEMBER 14, 2021 6:30 PM COUNCIL CHAMBERS NEXT RES. NO. R21-124 NEXT ORD. NO. O21-05 WELCOME . . . By your presence in the City Council Chambers, you are participating in the process of representative government. To encourage that participation, the City Council has specified times for citizen comments on its agenda -- once following the Consent Agenda, at which time citizens may address the Council concerning any brief community announcement not to exceed one minute in duration for any speaker; and again following Items Removed from the Consent Agenda, at which time citizens may address the Council on any matter of City business that is not on tonight’s agenda. Each speaker will be limited to three minutes, unless the time limit is extended by the Mayor with the consent of the Council. Citizens may also comment on any item removed from the consent agenda prior to council action, with each speaker limited to three minutes, unless the time limit is extended by the Mayor with the consent of the Council. If a citizen would like to comment on an age nda item, we ask that you wait until the agenda item is presented to the Council by the Mayor and the public is asked to comment by the Mayor. Once again, each speaker is limited to three minutes. Any person who has any question concerning any agenda item may call the City Clerk -Treasurer's office to make an inquiry concerning the nature of the item described on the agenda. Your City government welcomes your interest and hopes you will attend the Laurel City Council meetings often . Pledge of Allegiance Roll Call of the Council Approval of Minutes 1. Approval of Minutes of November 23, 2021. Correspondence 2. Fire Monthly Report - November 2021. 3. Police Monthly Report - November 2021. 4. Building Department Monthly Report - November 2021. Council Disclosure of Ex Parte Communications Public Hearing 5. Public Hearing: 306 W. 12th Street Annexation (CANCELLED) Consent Items NOTICE TO THE PUBLIC The Consent Calendar adopting the printed Recommended Council Action will be enacted with one vote. The Mayor will first ask the Council members if any Council member wishes to remove any item from the Consent Calendar for discussion and consideration. The matters removed from the Consent Calendar will be considered individually at the end of this Agenda under "Items Removed from the Consent Calendar." (See Section 12.) The entire Consent Calendar, with the exception of items removed to be discussed under "Items Removed from the Consent Calendar," is then voted upon by roll call under one motion. 6. Claims entered through December 10, 2021. 7. Approval of Payroll Register for PPE 11/28/2021 totaling $239,209.62. Ceremonial Calendar 8. Arbor Day Proclamation 2022 Reports of Boards and Commissions 9. Budget/Finance Committee Minutes November 23, 2021. 10. Emergency Services Committee Minutes of November 29, 2021. 11. Tree Board Minutes of November 18, 2021. 1 12. Park Board Minutes of December 2, 2021. Audience Participation (Three-Minute Limit) Citizens may address the Council regarding any item of City business that is not on tonight’s agenda. Comments regarding tonight’s agenda items will be accepted under Scheduled Matters. The duration for an individual speaking under Audience Participation is limited to three minutes. While all comments are welcome, the Council will not take action on any item not on the agenda. Scheduled Matters 13. Resolution No. R21-124: A Resolution Of The City Council To Accept The Southside Master Stormwater Plan Prepared For The City Of Laurel By KLJ Engineering. 14. Resolution No. R21-125: A Resolution Of The City Council Authorizing The Mayor To Sign An Agreement With MCCi For Services Relating To Upgrading The City’s Laserfiche System. 15. Resolution No. R21-126: A Resolution Approving An Encroachment Permit For The Installation Of A Trash Enclosure On A Portion Of South Montana Avenue Adjacent To 415 South 1st Avenue. 16. Resolution No. R21-127: Resolution Authorizing The Mayor To Execute An Agreement With Beartooth Rc&D Economic Development District. 17. Resolution No. R21-128: A Resolution Of The City Council Authorizing The City To Participate In The Low Income Home Water Assistance Program (“LIHWAP”) And Authorizing The Mayor And City Clerk To Sign All Contracts And/Or Agreements To Implement The Program On The City’s Behalf. 18. Resolution No. R21-129: A Resolution Of The City Council Authorizing The Mayor To Sign An Agreement With Community Development Solutions For Software And Related Services For The Public Works And Building Departments. Items Removed From the Consent Agenda Community Announcements (One-Minute Limit) This portion of the meeting is to provide an opportunity for citizens to address the Council regarding community announcements. The duration for an individual speaking under Community Announcements is limited to one minute. While all comments are welcome, the Council will not take action on any item not on the agenda. Council Discussion Council members may give the City Council a brief report regarding committees or groups in which they are involved. Mayor Updates Unscheduled Matters Adjournment The City makes reasonable accommodations for any known disability that may interfere with a person’s ability to participate in this meeting. Persons needing accommodation must notify the City Clerk’s Office to make needed arrangements. To make your request known, please call 406-628-7431, Ext. 2, or write to City Clerk, PO Box 10, Laurel, MT 59044, or present your request at City Hall, 115 West First Street, Laurel, Montana. DATES TO REMEMBER 2 File Attachments for Item: 2. Fire Monthly Report - November 2021. 3 Calls Hours 4 45 7 125 Extrications 4 85 Other Rescues 4 19 Public Assist Medical Assist.4 17 Other calls 13 111 36 Totals 402 Fire Prevention Total Training 145 Total Maintenance 55 Total 602 Laurel Fire Department Community Service Nov-21 Announcements: Alarms Wildland Fires Report for the Month of Structure Fires Structure Firefighting Conduct all levels of Structure Firefighting to include entry and attack, ventilation, salvage, overhaul, and investigation. A structure fire is a fire involving the structural components of various types of residential, commercial or industrial buildings. Wildland Firefighting Wildfire,brush fire, bush fire, desert fire, forest fire, grass fire, hill fire, peat fire, vegetation fire. Extrications Rescue victims entrapped in automobiles, machinery, farm equipment, buildings, and trenches. Other Rescues Rope Rescue, Water Rescue, Ice Rescue Alarms Any false alarms or malfunctions. Other Calls EMS assist, Industrial or Aircraft firefighting, Vehicle Fire, Hazmat, Spills, Public safety, Investigations, gas leaks, Carbon Monoxide problems, etc. 4 5 6 File Attachments for Item: 3. Police Monthly Report - November 2021. 7 Page 1 of 5 Total Calls Printed on December 1, 2021 [CFS Date/Time] is between '2021-05-25 00:00' and '2021-06-27 23:59' and [Primary Incident Code->Code : Description] All Code : Description Totals 10-15 : With Prisoner 0 0 : Abandoned Vehicle 8 8 : Agency Assist 81 81 : Alarm - Burglary 21 21 : Alarm - Fire 5 5 AMB : Ambulance 87 87 : Animal Complaint 20 20 : Area Check 9 9 : Assault 5 5 : Bad Checks 0 0 : Barking Dog 4 4 : Bomb Threat 0 0 : Burglary 3 3 : Child Abuse/Neglect 3 3 : Civil Complaint 18 18 : Counterfeiting 1 1 : Criminal Mischief 1 1 8 Page 2 of 5 Code : Description Totals : Criminal Trespass 8 8 : Cruelty to Animals 10 10 : Curfew Violation 30 30 : Discharge Firearm 0 0 : Disorderly Conduct 12 12 : Dog at Large 18 18 : Dog Bite 1 1 DUI : DUI Driver 21 21 : Duplicate Call 2 2 : Escape 0 0 : Family Disturbance 14 14 : Fight 2 2 FIRE : Fire or Smoke 15 15 : Fireworks 6 6 : Forgery 0 0 : Found Property 5 5 : Fraud 6 6 : Harassment 0 0 : Hit & Run 3 3 : Identity Theft 0 0 : Indecent Exposure 0 0 9 Page 3 of 5 Code : Description Totals : Insecure Premises 0 0 : Intoxicated Pedestrian 0 0 : Kidnapping 0 0 : Littering 0 0 : Loitering 4 4 : Lost or Stray Animal 26 26 : Lost Property 5 5 : Mental Health 3 3 : Missing Person 2 2 : Noise Complaint 6 6 : Open Container 0 0 : Order of Protection Violation 1 1 : Parking Complaint 21 21 : Possession of Alcohol 0 0 : Possession of Drugs 1 1 : Possession of Tobacco 0 0 : Privacy in Communications 2 2 : Prowler 1 1 : Public Assist 87 87 : Public Safety Complaint 7 7 : Public Works Call 29 29 10 Page 4 of 5 Code : Description Totals : Report Not Needed 11 11 : Robbery 0 0 : Runaway Juvenile 0 0 : Sexual Assault 1 1 : Suicide 0 0 : Suicide - Attempt 1 1 : Suicide - Threat 1 1 : Suspicious Activity 102 102 : Suspicious Person 12 12 : Theft 33 33 : Threats 15 15 : Tow Call 0 0 : Traffic Accident 12 12 : Traffic Hazard 9 9 : Traffic Incident 17 17 : TRO Violation 0 0 : Truancy 0 0 T/S : Traffic Stop 170 170 : Unattended Death 0 0 : Unknown - Converted 0 0 : Unlawful Transactions w/Minors 0 0 11 Page 5 of 5 Code : Description Totals : Unlawful Use of Motor Vehicle 0 0 : Vicious Dog 2 2 : Warrant 15 15 : Welfare Check 19 19 Totals 1034 1034 12 File Attachments for Item: 4. Building Department Monthly Report - November 2021. 13 Jan-21 Year to Date 2021 Amnt Valuation Amnt Valuation New Construction New Construction 1 Single family 0 $0 1 Single family 0 $0 2 Duplex 0 $0 2 Duplex 0 $0 3 Multi-Family 0 $0 3 Multi-Family 0 $0 4 Hotel/Motel 0 $0 4 Hotel/Motel 0 $0 5 Commercial 1 $200,000 5 Commercial 1 $200,000 6 Garage/Carport 0 $0 6 Garage/Carport 0 $0 7 Mobile Home 0 $0 7 Mobile Home 0 $0 Total New:1 $200,000 Total New:1 $200,000 Remodel and Additions Remodel and Additions 8 Residential 1 $15,000 8 Residential 1 $15,000 9 Commercial 0 $0 9 Commercial 0 $0 10 R. Fence/Roof/Siding 1 $6,500 10 R.Fence/Roof/Siding 1 $6,500 11 C.Fence/Roof/Siding 0 $0 11 C.Fence/Roof/siding 0 $0 12 Sign/Temp Structure 2 $7,500 12 Sign/Temp Structure 2 $7,500 Total R & A 4 $29,000 Total R & A 4 $29,000 Grand Total:5 $229,000 Grand Total:5 $229,000 CITY OF LAUREL BUILDING DEPARTMENT MONTHLY REPORT 14 Feb-21 Year to Date 2021 Amnt Valuation Amnt Valuation New Construction New Construction 1 Single family 0 $0 1 Single family 0 $0 2 Duplex 0 $0 2 Duplex 0 $0 3 Multi-Family 0 $0 3 Multi-Family 0 $0 4 Hotel/Motel 0 $0 4 Hotel/Motel 0 $0 5 Commercial 0 $0 5 Commercial 1 $200,000 6 Garage/Carport 0 $0 6 Garage/Carport 0 $0 7 Mobile Home 2 $3,300 7 Mobile Home 2 $3,300 Total New:2 $3,300 Total New:3 $203,300 Remodel and Additions Remodel and Additions 8 Residential 2 $18,281 8 Residential 3 $33,281 9 Commercial 2 $27,324 9 Commercial 2 $27,324 10 R. Fence/Roof/Siding 1 $1,500 10 R.Fence/Roof/Siding 2 $8,000 11 C.Fence/Roof/Siding 0 $0 11 C.Fence/Roof/siding 0 $0 12 Sign/Temp Structure 2 $7,472 12 Sign/Temp Structure 4 $14,972 Total R & A 7 $54,577 Total R & A 11 $83,577 Grand Total:9 $57,877 Grand Total:14 $286,877 CITY OF LAUREL BUILDING DEPARTMENT MONTHLY REPORT 15 Mar-21 Year to Date 2021 Amnt Valuation Amnt Valuation New Construction New Construction 1 Single family 0 $0 1 Single family 0 $0 2 Duplex 0 $0 2 Duplex 0 $0 3 Multi-Family 0 $0 3 Multi-Family 0 $0 4 Hotel/Motel 0 $0 4 Hotel/Motel 0 $0 5 Commercial 0 $0 5 Commercial 1 $200,000 6 Garage/Carport 1 $8,957 6 Garage/Carport 1 $8,957 7 Mobile Home 1 $1,000 7 Mobile Home 3 $4,300 Total New:2 $9,957 Total New:5 $213,257 Remodel and Additions Remodel and Additions 8 Residential 0 $0 8 Residential 3 $33,281 9 Commercial 0 $0 9 Commercial 2 $27,324 10 R. Fence/Roof/Siding 11 $69,778 10 R.Fence/Roof/Siding 13 $77,778 11 C.Fence/Roof/Siding 0 $0 11 C.Fence/Roof/siding 0 $0 12 Sign/Temp Structure 1 $6,458 12 Sign/Temp Structure 5 $21,430 Total R & A 12 $76,236 Total R & A 23 $159,813 Grand Total:14 $86,193 Grand Total:28 $373,070 CITY OF LAUREL BUILDING DEPARTMENT MONTHLY REPORT 16 Apr-21 Year to Date 2021 Amnt Valuation Amnt Valuation New Construction New Construction 1 Single family 0 $0 1 Single family 0 $0 2 Duplex 0 $0 2 Duplex 0 $0 3 Multi-Family 0 $0 3 Multi-Family 0 $0 4 Hotel/Motel 0 $0 4 Hotel/Motel 0 $0 5 Commercial 0 $0 5 Commercial 1 $200,000 6 Garage/Carport 0 $0 6 Garage/Carport 1 $8,957 7 Mobile Home 9 $145,000 7 Mobile Home 12 $149,300 Total New:9 $145,000 Total New:14 $358,257 Remodel and Additions Remodel and Additions 8 Residential 0 $0 8 Residential 3 $33,281 9 Commercial 1 $45,000 9 Commercial 3 $72,324 10 R. Fence/Roof/Siding 7 $44,207 10 R.Fence/Roof/Siding 20 $121,985 11 C.Fence/Roof/Siding 2 $31,086 11 C.Fence/Roof/siding 2 $31,086 12 Sign/Temp Structure 2 $5,390 12 Sign/Temp Structure 7 $26,820 Total R & A 12 $125,683 Total R & A 35 $285,496 Grand Total:21 $270,683 Grand Total:49 $643,753 CITY OF LAUREL BUILDING DEPARTMENT MONTHLY REPORT 17 May-21 Year to Date 2021 Amnt Valuation Amnt Valuation New Construction New Construction 1 Single family 0 $0 1 Single family 0 $0 2 Duplex 0 $0 2 Duplex 0 $0 3 Multi-Family 0 $0 3 Multi-Family 0 $0 4 Hotel/Motel 0 $0 4 Hotel/Motel 0 $0 5 Commercial 0 $0 5 Commercial 1 $200,000 6 Garage/Carport 0 $0 6 Garage/Carport 1 $8,957 7 Mobile Home 0 $0 7 Mobile Home 12 $149,300 Total New:0 $0 Total New:14 $358,257 Remodel and Additions Remodel and Additions 8 Residential 2 $67,500 8 Residential 5 $100,781 9 Commercial 0 $0 9 Commercial 3 $72,324 10 R. Fence/Roof/Siding 13 $98,961 10 R.Fence/Roof/Siding 33 $220,946 11 C.Fence/Roof/Siding 3 $26,800 11 C.Fence/Roof/siding 5 $57,886 12 Sign/Temp Structure 2 $27,476 12 Sign/Temp Structure 9 $54,296 Total R & A 20 $220,737 Total R & A 55 $506,233 Grand Total:20 $220,737 Grand Total:69 $864,490 CITY OF LAUREL BUILDING DEPARTMENT MONTHLY REPORT 18 Jun-21 Year to Date 2021 Amnt Valuation Amnt Valuation New Construction New Construction 1 Single family 0 $0 1 Single family 0 $0 2 Duplex 0 $0 2 Duplex 0 $0 3 Multi-Family 0 $0 3 Multi-Family 0 $0 4 Hotel/Motel 0 $0 4 Hotel/Motel 0 $0 5 Commercial 1 $1,549,466 5 Commercial 2 $1,749,466 6 Garage/Carport 1 $3,000 6 Garage/Carport 2 $11,957 7 Mobile Home 0 $0 7 Mobile Home 12 $149,300 Total New:2 $1,552,466 Total New:16 $1,910,723 Remodel and Additions Remodel and Additions 8 Residential 1 $12,000 8 Residential 6 $112,781 9 Commercial 1 $12,000 9 Commercial 4 $84,324 10 R. Fence/Roof/Siding 14 $98,042 10 R.Fence/Roof/Siding 47 $318,988 11 C.Fence/Roof/Siding 1 $24,162 11 C.Fence/Roof/siding 6 $82,048 12 Sign/Temp Structure 1 $500 12 Sign/Temp Structure 10 $54,796 Total R & A 18 $146,704 Total R & A 73 $652,937 Grand Total:20 $1,699,170 Grand Total:89 $2,563,660 CITY OF LAUREL BUILDING DEPARTMENT MONTHLY REPORT 19 Jul-21 Year to Date 2021 Amnt Valuation Amnt Valuation New Construction New Construction 1 Single family 0 $0 1 Single family 0 $0 2 Duplex 0 $0 2 Duplex 0 $0 3 Multi-Family 0 $0 3 Multi-Family 0 $0 4 Hotel/Motel 0 $0 4 Hotel/Motel 0 $0 5 Commercial 1 $1,000 5 Commercial 3 $1,750,466 6 Garage/Carport 0 $0 6 Garage/Carport 2 $11,957 7 Mobile Home 1 $40,000 7 Mobile Home 13 $189,300 Total New:2 $41,000 Total New:18 $1,951,723 Remodel and Additions Remodel and Additions 8 Residential 0 $0 8 Residential 6 $112,781 9 Commercial 0 $0 9 Commercial 4 $84,324 10 R. Fence/Roof/Siding 11 $162,588 10 R.Fence/Roof/Siding 58 $481,576 11 C.Fence/Roof/Siding 1 $11,900 11 C.Fence/Roof/siding 7 $93,948 12 Sign/Temp Structure 1 $1,000 12 Sign/Temp Structure 11 $55,796 Total R & A 13 $175,488 Total R & A 86 $828,425 Grand Total:15 $216,488 Grand Total:104 $2,780,148 CITY OF LAUREL BUILDING DEPARTMENT MONTHLY REPORT 20 Aug-21 Year to Date 2021 Amnt Valuation Amnt Valuation New Construction New Construction 1 Single family 0 $0 1 Single family 0 $0 2 Duplex 0 $0 2 Duplex 0 $0 3 Multi-Family 0 $0 3 Multi-Family 0 $0 4 Hotel/Motel 0 $0 4 Hotel/Motel 0 $0 5 Commercial 0 $0 5 Commercial 3 $1,750,466 6 Garage/Carport 0 $0 6 Garage/Carport 2 $11,957 7 Mobile Home 0 $0 7 Mobile Home 13 $189,300 Total New:0 $0 Total New:18 $1,951,723 Remodel and Additions Remodel and Additions 8 Residential 0 $0 8 Residential 6 $112,781 9 Commercial 1 $103,797 9 Commercial 5 $188,121 10 R. Fence/Roof/Siding 8 $68,710 10 R.Fence/Roof/Siding 66 $550,286 11 C.Fence/Roof/Siding 1 $48,669 11 C.Fence/Roof/siding 8 $142,617 12 Sign/Temp Structure 3 $29,971 12 Sign/Temp Structure 14 $85,767 Total R & A 13 $251,147 Total R & A 99 $1,079,572 Grand Total:13 $251,147 Grand Total:117 $3,031,295 CITY OF LAUREL BUILDING DEPARTMENT MONTHLY REPORT 21 Sep-21 Year to Date 2021 Amnt Valuation Amnt Valuation New Construction New Construction 1 Single family 0 $0 1 Single family 0 $0 2 Duplex 0 $0 2 Duplex 0 $0 3 Multi-Family 0 $0 3 Multi-Family 0 $0 4 Hotel/Motel 0 $0 4 Hotel/Motel 0 $0 5 Commercial 0 $0 5 Commercial 3 $1,750,466 6 Garage/Carport 3 $102,549 6 Garage/Carport 5 $114,506 7 Mobile Home 0 $0 7 Mobile Home 13 $189,300 Total New:3 $102,549 Total New:21 $2,054,272 Remodel and Additions Remodel and Additions 8 Residential 2 $20,235 8 Residential 8 $133,016 9 Commercial 1 $4,000 9 Commercial 6 $192,121 10 R. Fence/Roof/Siding 12 $89,250 10 R.Fence/Roof/Siding 78 $639,536 11 C.Fence/Roof/Siding 2 $29,000 11 C.Fence/Roof/siding 10 $171,617 12 Sign/Temp Structure 2 $31,969 12 Sign/Temp Structure 16 $117,736 Total R & A 19 $174,454 Total R & A 118 $1,254,026 Grand Total:22 $277,004 Grand Total:139 $3,308,299 CITY OF LAUREL BUILDING DEPARTMENT MONTHLY REPORT 22 Oct-21 Year to Date 2021 Amnt Valuation Amnt Valuation New Construction New Construction 1 Single family 0 $0 1 Single family 0 $0 2 Duplex 0 $0 2 Duplex 0 $0 3 Multi-Family 0 $0 3 Multi-Family 0 $0 4 Hotel/Motel 0 $0 4 Hotel/Motel 0 $0 5 Commercial 1 $360,000 5 Commercial 4 $2,110,466 6 Garage/Carport 0 $0 6 Garage/Carport 5 $114,506 7 Mobile Home 0 $0 7 Mobile Home 13 $189,300 Total New:1 $360,000 Total New:22 $2,414,272 Remodel and Additions Remodel and Additions 8 Residential 2 $8,200 8 Residential 10 $141,216 9 Commercial 0 $0 9 Commercial 6 $192,121 10 R. Fence/Roof/Siding 10 $61,547 10 R.Fence/Roof/Siding 88 $701,083 11 C.Fence/Roof/Siding 0 $0 11 C.Fence/Roof/siding 10 $171,617 12 Sign/Temp Structure 0 $0 12 Sign/Temp Structure 16 $117,736 Total R & A 12 $69,747 Total R & A 130 $1,323,774 Grand Total:13 $429,747 Grand Total:152 $3,738,046 CITY OF LAUREL BUILDING DEPARTMENT MONTHLY REPORT 23 Nov-21 Year to Date 2021 Amnt Valuation Amnt Valuation New Construction New Construction 1 Single family 0 $0 1 Single family 0 $0 2 Duplex 0 $0 2 Duplex 0 $0 3 Multi-Family 0 $0 3 Multi-Family 0 $0 4 Hotel/Motel 0 $0 4 Hotel/Motel 0 $0 5 Commercial 0 $0 5 Commercial 4 $2,110,466 6 Garage/Carport 1 $47,000 6 Garage/Carport 6 $161,506 7 Mobile Home 0 $0 7 Mobile Home 13 $189,300 Total New:1 $47,000 Total New:23 $2,461,272 Remodel and Additions Remodel and Additions 8 Residential 0 $0 8 Residential 10 $141,216 9 Commercial 4 $1,849,700 9 Commercial 10 $2,041,821 10 R. Fence/Roof/Siding 2 $2,050 10 R.Fence/Roof/Siding 90 $703,133 11 C.Fence/Roof/Siding 0 $0 11 C.Fence/Roof/siding 10 $171,617 12 Sign/Temp Structure 1 $5,000 12 Sign/Temp Structure 17 $122,736 Total R & A 7 $1,856,750 Total R & A 137 $3,180,524 Grand Total:8 $1,903,750 Grand Total:160 $5,641,796 CITY OF LAUREL BUILDING DEPARTMENT MONTHLY REPORT 24 Dec-21 Year to Date 2021 Amnt Valuation Amnt Valuation New Construction New Construction 1 Single family 0 $0 1 Single family 0 $0 2 Duplex 0 $0 2 Duplex 0 $0 3 Multi-Family 0 $0 3 Multi-Family 0 $0 4 Hotel/Motel 0 $0 4 Hotel/Motel 0 $0 5 Commercial 0 $0 5 Commercial 4 $2,110,466 6 Garage/Carport 0 $0 6 Garage/Carport 6 $161,506 7 Mobile Home 0 $0 7 Mobile Home 13 $0 Total New:0 $0 Total New:23 $2,271,972 Remodel and Additions Remodel and Additions 8 Residential 0 $0 8 Residential 10 $141,216 9 Commercial 0 $0 9 Commercial 10 $2,041,821 10 R. Fence/Roof/Siding 0 $0 10 R.Fence/Roof/Siding 90 $703,133 11 C.Fence/Roof/Siding 0 $0 11 C.Fence/Roof/siding 10 $171,617 12 Sign/Temp Structure 0 $0 12 Sign/Temp Structure 17 $122,736 Total R & A 0 $0 Total R & A 137 $3,180,524 Grand Total:0 $0 Grand Total:160 $5,452,496 CITY OF LAUREL BUILDING DEPARTMENT MONTHLY REPORT 25 File Attachments for Item: 8. Arbor Day Proclamation 2022 26 Whereas, In 1872, J. Sterling Morton proposed to the Nebraska Board of Agriculture that a special day be set aside for the planting of trees, and Whereas, this holiday, called Arbor Day, was first observed with the planting of more than a million trees in Nebraska, and Whereas, Arbor Day is now observed throughout the nation and the world, and Whereas, trees can reduce the erosion of our precious topsoil by wind and water, cut heating and cooling costs, moderate the temperature, clean the air, produce life-giving oxygen, and provide habitat for wildlife, and Whereas, trees are a renewable resource giving us paper, wood for our homes, fuel for our fires and countless other wood products, and Whereas, trees in our city increase property values, enhance the economic vitality of business areas, and beautify our community, and Whereas, trees, wherever they are planted, are a source of joy and spiritual renewal. Now, Therefore, I, , Mayor of the City of , do hereby proclaim , as In the City of , and I urge all citizens to celebrate Arbor Day and to support efforts to protect our trees and woodlands, and Further, I urge all citizens to plant trees to gladden the heart and promote the well-being of this and future generations. Dated this day of Mayor Emelie Eaton Laurel May 3, 2021 Laurel 14th December 2021 27 File Attachments for Item: 9. Budget/Finance Committee Minutes November 23, 2021. 28 Minutes of City of Laurel Budget/Finance Committee Tuesday, November 23, 2021 Members Present: Richard Klose Bruce McGee Scot Stokes Others Present: Appointed Mayor Eaton Stan Langve, Police Chief Bethany Langve, Clerk/Treasurer The meeting was called to order by the Committee Vice-Chair McGee at 5:30 pm. Public Input: Citizens may address the committee regarding any item of business that is not on the agenda. The duration for an individual speaking under Public Input is limited to three minutes. While all comments are welcome, the committee will not take action on any item not on the agenda. There was no public in attendance General Items – 1. Review and approve the November 09, 2021, Budget and Finance Committee meeting minutes. Richard Klose moved to approve the minutes of the November 09, 2021, Budget and Finance Committee meeting. Scot Stokes seconded the motion, all in favor, motion passed 3-0. 2. Review and approve purchase requisition increase for the Fire Department Command vehicle. The Clerk/Treasurer explained the initial purchase requisition approval for the Fire Department Command vehicle was done on April 27, 2021. The original approval amount was $72,259.87; however, the final invoice was for $79,503.87. This was an increase of $7,244.00. The Clerk/Treasurer provided an email approval from Mayor Nelson; however, the Budget and Finance Committee needs to approve the increase. Bruce McGee motioned to approve the $7,244.00 increase to the original purchase requisition from the Fire Department for the new Command vehicle. Scot Stokes seconded the motion, all in favor, motion passed 3-0. 3. Review and recommend approval to Council; claims entered through 11/19/2021. The Committee had previously reviewed the claims and check register. The Committee asked if where the City’s credit card payments were on the register. The Clerk/Treasurer stated they were in the previous claims register. The Committee asked if there was a balance kept on the City credit cards. The Clerk/Treasurer stated there was no balance kept on the City credit cards as they were paid in full each month. There were no further questions or comments regarding the claims. Scot Stokes made a motion to approve the claims entered through 11/19/2021. Richard Klose seconded the motion, all in favor, motion passed 3-0. 4. Review and approve Payroll Register for the pay period ending 11/14/2021 totaling $202,062.33. Bruce McGee motioned to approve the payroll register for the pay period ending 11/14/2021 totaling $202,062.33. Richard Klose seconded the motion, all in favor, motion passed 3-0. New Business – 5. CARES Funds Update – The Clerk/Treasurer went over the figures she provided for the CARES funding. She stated reports are due to the US Treasury by April 30, 2022. The Committee asked if the City’s reports would be ready. The Clerk/Treasurer stated her reports are ready. However, the portal to submit the reports to the US Treasury isn’t available yet. The Committee asked what the cost of the remodel to the Police Department was. Chief Langve stated it was difficult to get anyone to bid on the project. He stated one contractor wanted $15,000 just to bid on the project. 29 He stated contractors don’t want to come to look at the project because they are all swamped. The Committee asked if KLJ was doing the engineering of the project. The Chief stated he is using plans that are approximately 12 years old. The Committee asked if the remodel of the Police Department or the addition of the Ambulance Department sleeping quarters should go first. The Chief stated they should be done together as they are both high-priority projects. The Chief stated locker space is a big issue, and he is hoping this remodel will get his department through the next 7-10 years. Old Business – 6. The Committee had previously requested current CD rates, and the Clerk/Treasurer provided the rates at the previous meeting. However, one Committee member was absent from that meeting, so the rates are being presented again. The Committee reviewed the rates and asked if the City had any money held at Altana. The Clerk/Treasurer stated the City had a CD at Altana. The Committee asked what the maturity date of the Altana CD was. The Clerk/Treasurer stated she would need to find out and bring that information to the next meeting. The Committee asked if the City had any money held at Western Security Bank. The Clerk/Treasurer stated the City had a CD at Western Security Bank. The Committee asked what the maturity date of the Western Security Bank CD was. The Clerk/Treasurer stated she would need to find out and bring that information to the next meeting. 7. Feral Cat Clinic – Chief Langve stated citizens contacted him regarding $10,000 for a cat rescue clinic. One of his first questions is who wants the funding. The City of Laurel doesn’t have a cat ordinance. However, there is a nuisance ordinance, and feral cat complaints could be investigated via the nuisance ordinance. The Chief stated the department very seldom gets complaints regarding feral cats. He stated he is also concerned about where these individuals will be trapping cats, how they will be managing the program and liability. Will the City of Laurel have any liability? Will these individuals be considered contractors, and will the City of Laurel be liable to pay them as contractors? Will they be going into the County? If any of the cats are rabid, how will that be handled under public safety? The Chief feels a better use of these individuals’ time would be to put on an educational clinic for the public. The Chief stated he went through his budget with the individuals, and he stated he didn’t have $10,000 to give to them. They asked him if the Clerk/Treasurer was lying to them. He asked them if the Clerk/Treasurer referred to the Animal Control wages budgeted before the November hire date. The Chief stated his department doesn’t have extra money and doesn’t see spending the money on something the City of Laurel doesn’t have a nexus. He feels education regarding not feeding or attracting these animals would be better. The Mayor thanked Chief Langve for coming and speaking to the Committee regarding the subject. She stated these individuals said they spoke to someone at the Police Department, and the Committee needed to hear both sides of the conversation. The Committee is concerned about them getting someone’s pet and liability issues. The Budget and Finance Committee is not making a recommendation at this time. Other Items – 8. Review Comp/OT reports for the pay period ending 10/31/2021. The Committee asked the Police Chief about the DUI Task Force. The Chief stated Yellowstone County allots a certain amount of money to overtime DUI shifts. The Committee asked the Chief if the department does roadblocks for DUI’s. The Chief stated yes, but that tactic has gone out of favor here in Montana. The Committee had no additional comments or questions. 9. Clerk/Treasurer Update – The Clerk/Treasurer stated she would have the Police Chief speak to the feral cat clinic before providing her update. The Clerk/Treasurer stated the letter to MDT regarding funding for West Railroad went out in the mail today. She also stated the CARES Funds reports to the US Treasury are due April 30, 2022. 30 10. Mayor Update – Mayor Eaton stated she was thankful the letter for West Railroad went out in the mail. She said it got bogged down in emails. She stated it was drafted, reviewed by the City Attorney, and then sent to the State. Announcements – 11. The next Budget and Finance Committee meeting will be held on December 14, 2021, at 5:30 pm. 12. Bruce McGee will be reviewing claims for the next meeting. Respectfully submitted, Bethany Langve Clerk/Treasurer NOTE: This meeting is open to the public. This meeting is for information and discussion of the Council for the listed workshop agenda items. 31 File Attachments for Item: 10. Emergency Services Committee Minutes of November 29, 2021. 32 33 34 File Attachments for Item: 11. Tree Board Minutes of November 18, 2021. 35 36 File Attachments for Item: 12. Park Board Minutes of December 2, 2021. 37 38 File Attachments for Item: 13. Resolution No. R21-124: A Resolution Of The City Council To Accept The Southside Master Stormwater Plan Prepared For The City Of Laurel By KLJ Engineering. 39 R21-124 Approve Southside Master Stormwater Plan RESOLUTION NO. R21-124 A RESOLUTION OF THE CITY COUNCIL TO ACCEPT THE SOUTHSIDE MASTER STORMWATER PLAN PREPARED FOR THE CITY OF LAUREL BY KLJ ENGINEERING. BE IT RESOLVED by the City Council of the City of Laurel, Montana, Section 1: Acceptance. The Southside Master Stormwater Plan, a copy attached hereto and incorporated herein, is hereby accepted by the City Council. Introduced at a regular meeting of the City Council on December 14, 2021, by Council Member _____________________. PASSED and APPROVED by the City Council of the City of Laurel this 14th day of December 2021. APPROVED by the Mayor this 14th day of December 2021. CITY OF LAUREL ___________________________ Emelie Eaton, Mayor ATTEST: _______________________________ Bethany Langve, Clerk-Treasurer Approved as to form: ______________________________ Sam S. Painter, Civil City Attorney 40 File Attachments for Item: 14. Resolution No. R21-125: A Resolution Of The City Council Authorizing The Mayor To Sign An Agreement With MCCi For Services Relating To Upgrading The City’s Laserfiche System.   41 R21-125 Approve Agreement with MCCi for City’s LaserFiche Upgrade RESOLUTION NO. R21-125 A RESOLUTION OF THE CITY COUNCIL AUTHORIZING THE MAYOR TO SIGN AN AGREEMENT WITH MCCi FOR SERVICES RELATING TO UPGRADING THE CITY’S LASERFICHE SYSTEM. BE IT RESOLVED by the City Council of the City of Laurel, Montana, Section 1: Approval. The Agreement between the City of Laurel and MCCi a copy attached hereto and incorporated herein, is hereby approved. Section 2: Execution. The Mayor and the City Clerk of the City of Laurel are hereby given authority to execute the Agreement on behalf of the City. Introduced at a regular meeting of the City Council on December 14, 2021, by Council Member _____________________. PASSED and APPROVED by the City Council of the City of Laurel this 14th day of December 2021. APPROVED by the Mayor this 14th day of December 2021. CITY OF LAUREL ___________________________ Emelie Eaton, Mayor ATTEST: _______________________________ Bethany Langve, Clerk-Treasurer Approved as to form: ______________________________ Sam S. Painter, Civil City Attorney 42 Estimate City of Luarel Issued: December 3, 2021 43 | Estimate Page 2 of 10 TABLE OF CONTENTS Recommended Solution Overview: Laserfiche .......................................................................................... 3 Laserfiche Subscription ................................................................................................................................................................................. 4 Laserfiche Subscription Licensing Guide .................................................................................................... 5 Laserfiche Subscription Definitions ............................................................................................................ 6 Estimate .......................................................................................................................................................... 9 44 | Estimate Page 3 of 10 RECOMMENDED SOLUTION OVERVIEW: LASERFICHE MCCi is recommending the Laserfiche solution and MCCi Professional Services for your organization. With capabilities ranging from electronic records management to document routing, electronic forms, and integrations, Laserfiche is a powerful solution that enables the entire enterprise. Please keep in mind some of the features of Laserfiche: USER-FRIENDLY Laserfiche is very easy to learn, navigate, and use. With a folder structure similar to Windows Explorer, Laserfiche will seem familiar to your staff, giving them the confidence to begin scanning and retrieving documents almost immediately after installation. COMPREHENSIVE SECURITY Laserfiche Comprehensive Security allows you to control and administer the security of your documents. You determine which functions, such as scanning and printing, each staff member may use. INTELLIGENT SEARCH The Laserfiche Search Engine is a powerful tool to help users find the documents they need during their day-to-day processes, including full-text search, index search, and document and folder name. The Laserfiche full-text search unlocks the contents of your documents; if you need to find a word or phrase within a document, Laserfiche retrieves it immediately. An easy Google-style toolbar is available for searching as well. INTEGRATION Laserfiche is the central repository for records in your organization and allows you to integrate other main line-of- business solutions easily. Whether you are looking for a way to integrate with a departmental solution, ERP solution, Microsoft Office application or SharePoint, etc., Laserfiche has options available to reduce duplicate data entry and provides seamless access to your records. E-FORMS & BUSINESS PROCESS AUTOMATION Laserfiche allows users to capture information while automating and transforming business processes. Users are finding efficiencies by reducing the time processes take and giving users access to information instantaneously through the implementation of Laserfiche Forms and Laserfiche Workflow, resulting in cost savings for the organization. MOBILITY & WEB TOOLS Mobile devices are used in organizations for day-to-day operations. Laserfiche has options available to ensure you can access Laserfiche from these devices and perform related actions quickly on the go. There are also options to give your outside citizens/customers access to records through the web to promote transparency and decrease records requests. 45 | Estimate Page 4 of 10 LASERFICHE SUBSCRIPTION MCCi is recommending the Subscription platform for your organization. Laserfiche Subscription seamlessly combines traditional content services platform (CSP) functionality with powerful business process management, auditing tools, and security. This platform is designed for clients like you, who innovate and evolve with changing technologies, digitally transforming their organization, and expanding business processes across the enterprise. Unlike purchased perpetual licensing, Laserfiche Subscription lowers your initial licensing costs based on subscribing to the rights to use Laserfiche products and services instead of owning them. With included functional ranging from records management (DoD 5015.2 certified) to document routing, electronic forms, and batch processing tools, Laserfiche Subscription provides an easy-to-use, cost-effective platform for automating day-to-day business processes. By providing unlimited document repositories and servers, Laserfiche Subscription supports development, testing, staging and production, putting you in complete control of your business processes and system design. 46 | Estimate Page 5 of 10 LASERFICHE SUBSCRIPTION LICENSING GUIDE To determine which platform/licenses are applicable, please refer to the Pricing section. LASERFICHE PLATFORM ARCHITECTURE Starter Professional Business Application Servers 1 Unlimited Unlimited Repositories 1 15 15 Database Options SQL Express SQL SQL FULL USE ACCESS LICENSES Starter Professional Business Full Named Users Minimum of 1 Minimum of 10 Minimum of 25 Snapshot Included Included Included Email Included Included Included Web Client Included Included Included Mobile Access Included Included Included Audit Trail Included (Starter) Included (Starter) Advanced is Add-on Option Included (Advanced) Workflow Not Available Included Included Connector Not Available Included Included Forms Professional Not Available Included Included Enterprise Identity Management Not Available Not Available Included LIMITED USE ACCESS LICENSES Starter Professional Business Participant Users Not Available Add-on Option, Minimum of 10 Add-on Option, Minimum of 10 Community Users Not Available Add-on Option Add-on Option Education Users Not Available Add-on Option Add-on Option MODULE BASED LICENSES Starter Professional Business Import Agent with Email Archiving Included Included Included ScanConnect Add-on Option Add-on Option Add-on Option Public Portal (WebLink) † Options: Public Portal for 1, 2 and Unlimited Laserfiche Servers Options: Public Portal for 1, 2 and Unlimited Laserfiche Servers Unlimited Public Portal Included Records Management Not Available Add-on Option Included Quick Fields Complete with Agent †† Add-on Option 10 Installations Included 10 Installations Included Forms Portal † Not Available Add-on Option 3 Instances of Forms Portal Included Sandbox* Add-on Option Add-on Option 3 Sandboxes Included INTEGRATIONS Starter Professional Business Microsoft 365 Integration with Simultaneous Editing Included Included Included Integration with SharePoint Included Included Included Federated Search Not Available Included Included Integration with DocuSign Add-on Option Add-on Option Included Integration with LaserApp Add-on Option Add-on Option Add-on Option Laserfiche for Ricoh MFD Add-on Option Add-on Option Add-on Option Certified Integration with SAP ArchiveLink Add-on Option Add-on Option Add-on Option † Public Portal and Forms Portal are licensed per Laserfiche Application Server. †† Quick Fields is licensed per machine. * A sandbox environment includes 10 users, Laserfiche Directory Server and any additional add-ons purchased, such as portals. 47 | Estimate Page 6 of 10 LASERFICHE SUBSCRIPTION DEFINITIONS To determine which licenses are applicable, please refer to the Pricing section. Your specific implementation may not include all features below. LASERFICHE SUBSCRIPTION Laserfiche Subscription allows organizations to access the entire Laserfiche product suite at a cost-effective price point. It is accessible, convenient and designed to help your organization scale. With Laserfiche Subscription, you have the flexibility to manage licenses based on user roles or expected growth so you can easily scale your deployment with your organization. Laserfiche offers three different tiers: Starter, Professional and Business. All Laserfiche Subscription tiers include: ▪ Web Client: Enables subscription users to access content through a web browser. ▪ Laserfiche Mobile: An app (Android and Apple) that enables you to capture, upload, and securely access and work with documents inside Laserfiche while on the go. ▪ Laserfiche Snapshot: "Print" electronic documents into your repository as TIFF images with this virtual printer. Laserfiche Snapshot works as though you had printed the document and then scanned it back into Laserfiche but allows you to skip the step of making a physical printed copy. ▪ Audit Trail: Track activities performed in a Laserfiche repository and generate reports. Auditing helps to show compliance with legal regulations and contributes to the security of the Laserfiche repository. ▪ Automated text extraction: Automatically extract specific text. ▪ Import Agent with Email Archive: A tool for automatically importing files into the Laserfiche repository from a Windows folder, and the Email Archive allows you to automatically archive emails to Laserfiche. Email Archive can extract and assign metadata to the emails saved in Laserfiche, as well as extract and save attachments and the email’s distribution list file. ▪ Microsoft Office Integration: Integration with Microsoft Office® Suite. Allows for direct content import as well as indexing capabilities. As a part of this integration, emails and attachments stored in Outlook can be imported to the repository with a single click and auto indexed with information such as sender, subject, time received, etc. ▪ Integration with SharePoint: The SharePoint Integration (SPI) is built on the power of Laserfiche Web Client, a Section 508-compliant thin client that reduces installation, support, and maintenance requirements. The integration requires an on-premises installation of SharePoint. LASERFICHE BUSINESS SUBSCRIPTION Please refer to the Pricing section to determine which package was quoted. This functionality provides many tools to automate business processes and reduce manual work: ▪ Full SQL Support ▪ 15 Repositories per Laserfiche Application Server ▪ Workflow: Automates business processes, such as approvals, routing based on conditions, or database integrations, improving consistency with how records are filed in Laserfiche. ▪ Forms Professional: Laserfiche Forms allows organizations to create electronic fillable forms for collection and processing information and has flexible design options to meet your organization’s needs. You can: ▪ Create custom forms from a library of field or selection elements. ▪ Utilize the Business process library includes (10.1+) a digital library of prebuilt form templates designed for easier process automation deployment ▪ Automate business processes for form data to follow, such as decision-making, emailing, or approvals (dynamic behaviors available with CSS and JavaScript). ▪ Role-based security is included to allow and restrict access to necessary functions for form submitters, reviewers, approvers, form creators, and system administrators. 48 | Estimate Page 7 of 10 Reporting tools allow different views of details on submitted forms such as: ▪ User view of details about all submitted forms. ▪ Approver “dashboard” of submissions awaiting approval. ▪ Administrator views of all submissions by form and approval status. ▪ Forms can be used internally or externally (with the appropriate licensing). Publication options include a login to forms system, public URL, secure URL, or embedded into a webpage. ▪ Reporting and Analytics: Use out-of-the-box reports or create custom reports on process data for insights to make informed decisions. ▪ Connector: Provides a no-code means for integrating Laserfiche with line-of-business applications ▪ Records Management Edition: Process records and record folders according to a life cycle, through creation, retrieval, storage, and disposition. ▪ Enterprise Identity Management: The Enterprise Identity Management add-on expands out Laserfiche Directory Server capabilities, making it easier for enterprise organizations to manage users at scale. This includes on-demand (just-in-time) license provisioning to onboard SAML and Active Directory (AD) users automatically as they login to Laserfiche for the first time, as well as a self-service portal where users can upgrade their license type. Additionally, documentation for the LFDS API is available, including code samples, to support the development of custom on-boarding user flows. This add-on is particularly relevant for organizations with SAML or enterprise organizations (500+ employees, 1,000+ licenses) with AD. This product requires an SOW for implementation. ▪ SDK: Access to the same Web Services, API’s and libraries for integration with other applications. ▪ Quick Fields Complete with Agent: An advanced automated data capture solution. The complete suite of modules for Quick Fields are included along with Agent that allows scheduled automated processing sessions around the clock, without operator intervention. ▪ Public Portal: With unlimited views, share documents with people outside the organization, providing read-only access to specific documents without signing in. ▪ Forms Portal: With unlimited submissions, allow non-authenticated users to view and submit public starting forms. Laserfiche Business Subscription comes with 3 installations of Forms Portal. ▪ Sandbox: A sandbox environment includes 10 users, Laserfiche Directory Server and any additional add-ons purchased, such as portals. Laserfiche Business Subscription comes with three (3) sandboxes. ▪ Federated Search: A web application that allows you to perform searches across multiple repositories at the same time. ▪ Laserfiche Integration with DocuSign: Initiate a signing process from within Laserfiche Cloud. Users may select the type of signing process they are initiating and attach documents that need to be a part of that process. Once the signing process completes, documents are imported back into the Laserfiche Repository from DocuSign as new versions of the un-signed document. Information captured during the signing process may be mapped to Laserfiche metadata fields. LASERFICHE BUSINESS SUBSCRIPTION ADD-ONS ▪ Participant Users: For employees in need of read-only repository access and the ability to participate in forms processes. Education Participants are available for educational institutions. ▪ Community Users: For non-employees and non-contractors. Provides read-only repository access and ability to participate in forms processes (i.e. Vendor Management, Residents). ▪ ScanConnect: Enables the use of ISIS scanning drivers with Laserfiche scanning. ▪ Certified Integration with SAP ArchiveLink: Allows you to configure a Laserfiche repository as a content repository in SAP. Archive content from SAP in Laserfiche as well as search, retrieve, update, and delete archived content. 49 | Estimate Page 8 of 10 ▪ Integration with LaserApp: This is a third-party application that helps Financial Services clients fill out and file forms. Using the Laserfiche integration with Laser App, you can then store those forms in Laserfiche, and extract information from your forms to populate Laserfiche metadata. ▪ Laserfiche for Ricoh MFD: A single integrated solution in which scanning, searching, browsing, and printing from the Laserfiche Server can be performed. 50 | Estimate Page 9 of 10 ESTIMATE Client Name: City of Laurel Estimate Date: December 03, 2021 Estimate Number: 22010 Estimate Type: Platform Change Product Description: Qty. Unit Cost Annual Total LASERFICHE ANNUAL SUBSCRIPTION - BASIC  Laserfiche Municipality Site License Subscription (Population Less than 10,000) 1 $3,100.00 $3,100.00  Laserfiche Records Management Subscription 1 Included Included  Laserfiche Public Portal Subscription for Unlimited Laserfiche Servers 1 Included Included  Laserfiche Quick Fields Complete with Agent Subscription (10-Pack) 1 Included Included  Laserfiche Advanced Audit Trail Subscription 1 Included Included  Laserfiche Forms Portal Subscription 3 Included Included  Laserfiche Sandbox Subscription 3 Included Included  Laserfiche Integration with DocuSign Subscription 1 Included Included Laserfiche Annual Recurring Subscription Subtotal $3,100.00 MCCi ANNUAL SUBSCRIPTION  Laserfiche PowerPack by MCCi Subscription Requires dedicated Full Named User. 1 $1,000.00 $1,000.00 MCCi Annual Recurring Subscription Subtotal $1,000.00 MCCi SUPPLEMENTAL SUPPORT SERVICES SUBSCRIPTION  Process Administration Support Services for Laserfiche, Level 2 1 $7,245.00 $7,245.00 Client needs are estimated based on the current components provided herein: up to 25 hours that will expire at the end of your renewal term.  Training Center for Laserfiche Site License, Population Less than 10,000 1 $450.00 $450.00  MCCi SLA for Laserfiche Site License, Population Less than 10,000 1 $600.00 $600.00 MCCi Supplemental Support Services Annual Recurring Subscription Subtotal $8,295.00 GRAND TOTAL - RECURRING ANNUAL SUPPORT/SUBSCRIPTION $12,395.00 51 | Estimate Page 10 of 10 Service Description: Qty. Unit Cost Total MCCi SERVICE PACKAGES  Implementation Services Package Cost is based on the current components provided herein. MCCi's certified personnel will administer these services to assist Client with implementing the software/subscription components purchased. 1 $1,025.00 $1,025.00  Laserfiche Licensing Platform and Version Upgrade Package 1 $4,100.00 $4,100.00  Laserfiche PowerPack by MCCi Installation and Configuration Package 1 $1,025.00 $1,025.00 Service Packages Subtotal 1 $6,150.00 GRAND TOTAL - ONE-TIME SERVICES $6,150.00 EXISTING LASERFICHE SOFTWARE SUPPORT CREDIT  Existing Laserfiche Software Support Credit Total TBD EXISTING MCCI SUPPLEMENTAL SUPPORT CREDIT Existing MCCi Supplemental Support Credit Total TBD TOTAL LASERFICHE PROJECT COST $18,545.00 NOTE: The information presented in this document is based on the results of MCCi and Client’s collaborative preliminary discovery thus far and merely serves as an estimate to be used for planning purposes. As planning and discovery continue, the project scope and costs may change to meet the specific needs of the Client. MCCi will present a formal detailed pricing proposal and project scope for approval prior to the start of any project. This is not a formal quote. Additional services will likely need to be included based on required discovery session. 52 ADDENDUM NO. 1 TO MASTER SERVICES AGREEMENT NO. 20091 LASERFICHE SUBSCRIPTION SITE LICENSE ORDER Addendum No. 1 to Master Services Agreement No. 20091 Page 1 of 14 Pursuant to Master Services Agreement No. 20091 ("Agreement"): This Laserfiche Subscription Site License Order, designated as Addendum No. 1 is entered into as of _________________, 2021 (“Addendum Effective Date”), by and between MCCi and Client and is hereby incorporated into the Agreement and made a part thereof. If there is any conflict between a provision of the Agreement and this Addendum, the Agreement will control. Any capitalized terms not otherwise defined herein shall hav e the meaning set forth in the Agreement. This Order supersedes any previous quote or proposals received. IN WITNESS WHEREOF, the Parties hereto have caused this Addendum No. 1 to be executed by their respective duly authorized representatives as of the Addendum Effective Date. MCCi, LLC CITY OF LAUREL (“Client”) Signed: __________________________ Signed: ___________________________ Name: ___________________________ Name: ____________________________ Title: ____________________________ Title: _____________________________ Date: ____________________________ Date: _____________________________ 53 Addendum No. 1 to Master Services Agreement No. 20091 Page 2 of 14 PRICING: LASERFICHE SUBSCRIPTION 3717 Apalachee Parkway, Suite 201 Bill /Ship to: Brittney Moorman Tallahassee, FL 32311 bmoorman@laurel.mt.gov 850.701.0725 850.564.7496 fax Client Name: City of Laurel Quote Date: December 06, 2021 Quote Number: 22010 Order Type: Platform Change Product Description: Qty. Unit Cost Annual Total LASERFICHE ANNUAL SUBSCRIPTION - BASIC  Laserfiche Municipality Site License Subscription (Population Less than 10,000) 1 $3,100.00 $3,100.00  Laserfiche Records Management Subscription 1 Included Included  Laserfiche Public Portal Subscription for Unlimited Laserfiche Servers 1 Included Included  Laserfiche Quick Fields Complete with Agent Subscription (10 -Pack) 1 Included Included  Laserfiche Advanced Audit Trail Subscription 1 Included Included  Laserfiche Forms Portal Subscription 3 Included Included  Laserfiche Sandbox Subscription 3 Included Included  Laserfiche Integration with DocuSign Subscription 1 Included Included Laserfiche Annual Recurring Subscription Subtotal $3,100.00 MCCi ANNUAL SUBSCRIPTION  Laserfiche PowerPack by MCCi Subscription Requires dedicated Full Named User. 1 $1,000.00 $1,000.00 MCCi Annual Recurring Subscription Subtotal $1,000.00 MCCi SUPPLEMENTAL SUPPORT SERVICES SUBSCRIPTION  Process Administration Support Services for Laserfiche, Level 2 1 $7,245.00 $7,245.00 Client needs are estimated based on the current components provided herein: up to 25 hours that will expire at the end of your renewal term.  Training Center for Laserfiche Site License, Population Less than 10,000 1 $450.00 $450.00  MCCi SLA for Laserfiche Site License, Population Less than 10,000 1 $600.00 $600.00 MCCi Supplemental Support Services Annual Recurring Subscription Subtotal $8,295.00 GRAND TOTAL - RECURRING ANNUAL SUPPORT/SUBSCRIPTION $12,395.00 54 Addendum No. 1 to Master Services Agreement No. 20091 Page 3 of 14 Service Description: Qty. Unit Cost Total MCCi SERVICE PACKAGES  Implementation Services Package Cost is based on the current components provided herein. MCCi's certified personnel will administer these services to assist Client with implementing the software/subscription components purchased. 1 $1,025.00 $1,025.00  Laserfiche Licensing Platform and Version Upgrade Package 1 $4,100.00 $4,100.00  Laserfiche PowerPack by MCCi Installation and Configuration Package 1 $1,025.00 $1,025.00 Service Packages Subtotal 1 $6,150.00 GRAND TOTAL - ONE-TIME SERVICES $6,150.00 EXISTING LASERFICHE SOFTWARE SUPPORT CREDIT  Laserfiche Team Server -1 $495.00  Laserfiche Full User -1 $143.00  Laserfiche Retrieval User -4 $55.00  Laserfiche Snapshot -1 $22.00  Laserfiche ScanConnect (Legacy) -1 $36.30  Laserfiche Software Support Credit Proration 1  Existing Laserfiche Software Support Credit Total ($133.05) GRAND TOTAL - EXISTING SUPPORT CREDIT ($133.05)  Laserfiche Promo 2021SBLUD ($1,483.47) TOTAL LASERFICHE PROJECT COST $16,928.47 All Order Pricing Expires in 30 Days This is NOT an invoice. Please use this confirmation to initiate your purchasing process. RECURRING SERVICES The Recurring Services portion of this Order will be based on the pricing at the time of renewal. It will systematically renew unless written notice of termination has been provided per the master agreement. In the event that a manufacturer increases its prices for recurring annual services, the increase will be passed along to the Client. No more than once per year, MCCi may adjust its recurring annual services to coincide with current U.S. inflation rates; any increase will not exceed the cumulative increase in the Consumer Price Index (CPI) occurring since the last price increase. SALES TAX Sales tax will be invoiced where applicable and is not included in the fee quote above. REMOTE SERVICES All services will be performed remotely unless noted otherwise. 55 Addendum No. 1 to Master Services Agreement No. 20091 Page 4 of 14 PRODUCT ORDER TERMS MCCi will process Product Orders as follows: Product/Service Description Timing of Product Order All Software, Recurring Annual Support/Subscription, and Supplemental Support Services Within 30 days of receipt of Order The act of MCCi processing orders determines the start date of annual Recurring Service periods. Establishment of start dates for 3rd party manufacturer products are subject to each manufacturer’s current policy. BILLING TERMS MCCi will invoice Client as follows: Product/Service Description Timing of Billing All Software, Recurring Annual Support/Subscription, and Supplemental Support Services ▪ Initial Sale: Upon delivery of software or activation of the subscription. ▪ Annual Renewal: 75 days in advance of expiration date. Service Packages 50% of the total upon receipt of Order, remaining 50% upon delivery completion and Client acceptance. MCCi will invoice MCCi shall not send any invoices nor claim payment for any fees or expenses incurred by MCCi until both parties authorize this Order. Sales tax will be invoiced where applicable and is NOT included in the Pricing section. 56 Addendum No. 1 to Master Services Agreement No. 20091 Page 5 of 14 SERVICE PACKAGES GENERAL ASSUMPTIONS To determine which platform/licenses are applicable, please refer to the Pricing section. The following assumptions serve as the basis for the Service Package(s) reflected below. Any service or activity not described below is not included in the Scope of services to be provided. Variations to the following may impact the Service Package’s cost and/or schedule justifying a change order. ▪ MCCi‘s completion of a Deliverable to Client shall constitute that MCCi has conducted its own review and believes it meets Client’s requirements. Client shall then have the right to conduct its own review of the Deliverable as Client deems necessary. If Client, in its reasonable discretion, determines that any submitted Deliverable does not meet the agreed upon expectations, Client sh all have five (5) business days after MCCi’s submission to give written notice to MCCi specifying the deficiencies in reasonable detail. MCCi shall use reasonable efforts to promptly resolve any such deficiencies. Upon resolution of any such deficiencies , MCCi shall resubmit the Deliverable for review as set forth above. Notwithstanding the foregoing, if Client fails to reject any Deliverable within five (5) business days, such Deliverable shall be deemed accepted. ▪ If either party identifies a business issue during the project, MCCi and Client must jointly establish a plan to resolve the issues with potential impact analysis of timeline and budget within five (5) business days of identification. Any necessary business decision resulting from the identifi ed business issues must be made by Client within five (5) business days from request. ▪ Client is responsible to ensure that adequate hardware/infrastructure is in place and capable of handling the extra resources that may be required to support the services performed. ▪ Any additional software licensing needs related to this service/process configuration have not been considered or included as part of service packages. Client is responsible for ensuring that the required software licensing is available. ▪ If the Services require MCCi to access or use any third party software products provided or used, Client warrants that it shall have all rights and licenses of third parties necessary or appropriate for MCCi to access or use such third party products and agrees to produce evidence of such rights and licenses upon the reasonable request of MCCi and to indemnify, hold harmless and defend MCCi from and against any claims, actions, demands, lawsuits, damages, liabilities, settlements, penalties, fines, costs and expe nses (including reasonable attorneys’ fees) to the extent arising from MCCi’s access to or use of such third party products. ▪ Client will maintain primary contacts and project staff for the duration of the project, as a change in staff may result in a change order for time spent by MCCi on retraining, reeducating, or changes in direction. ▪ Through the course of this project, MCCi may choose to utilize the third-party service Asana (http://www.asana.com) for project management and team collaboration. Documentation and correspondence exchanged between MCCi and Client may be stored in Asana. ▪ Client will ensure that all Client’s personnel who may be necessary or appropriate for the successful performance of the services will, on reasonable notice: (i) be available to assist MCCi’ personnel by answering business, technical and operational questions and providing requested documents, guidelines and procedures in a timely manner; (ii) participate in the services as reasonably necessary; and (iii) be available to assist MCCi with any other activities or tasks required to complete the services. ▪ All pricing assumes Client will grant MCCi unattended access to the required infrastructure for the project. Failure to provide this access can result in a change order increasing the cost to the client and the timeline of the project. 57 Addendum No. 1 to Master Services Agreement No. 20091 Page 6 of 14 IMPLEMENTATION SERVICES PACKAGE MCCi’s certified personnel will administer these services to assist Client with implementing the software/subscription components purchased. MCCi ACTIVITIES AND/OR DELIVERABLES Professional Services may include any of the following for the purchased components: ▪ Project management associated with the proposed solution: ▪ Outlining requirements ▪ Setting expectations for project success ▪ Assistance with basic repository configuration and user account setup (Laserfiche only) ▪ Basic configuration of all software components and remote installation as needed ▪ Review of implemented solution LASERFICHE LICENSING PLATFORM AND VERSION UPGRADE PACKAGE MCCi’s Laserfiche Licensing Platform and Version Upgrade Package is designed for MCCi to switch your existing Laserfiche Licensing Platform (e.g., United, Teams, Avante, Rio) to a new Laserfiche Licensing Platform (e.g., United to Avante or Avante to Rio, etc.) on the servers Laserfiche is currently installed on. This includes installing new modules that are included with your new licensing platform, installing and configuring Directory Server, Converting/Migrating users from your repository to Directory Server i f needed, and upgrading your existing Laserfiche applications to the newest supported versions. CLIENT DELIVERABLES ▪ Allow access to all servers that have Laserfiche products installed on them. ▪ Provide a Windows Account that has administrative rights to each Laserfiche server (can create, write, and read the various Laserfiche databases, and query Active Directory). ▪ Acquire, install, and set up SSL/TLS Certificates that meet Laserfiche requirements. ▪ Open necessary Firewall ports. MCCi DELIVERABLES ▪ Perform licensing update to upgrade Client to defined platform and newest supported version of Laserfiche. ▪ Install and configure new modules in one environment (e.g., Test, Dev, Staging, QA, etc.) not currently owned by Client to not exceed: Directory Server, Web Client, Forms, Workflow as outlined in the Laserfiche assumptions section. ▪ Install and configure Directory Server on the appropriate server per MCCi best practices. ▪ Convert/Migrate repository user accounts to Directory Server (some pr e-requisites apply). ▪ Configure Laserfiche web products for Single Sign -On using LFDS authentication in one environment (e.g., Test, Dev, Staging, QA, etc.). EXCLUSIONS ▪ Migrating Laserfiche system or MS SQL to new Windows Servers. ▪ Migrating existing Laserfiche environment/applications to new environment. ▪ Installing and Configuring Failover Clusters or Load Balancing. ▪ Configuring Servers in DMZs. ▪ Configuring Identity Providers other than native Active Directory. ▪ Metadata Configuration. ▪ Training and/or video recordings. ASSUMPTIONS ▪ Existing SQL Server version instances meet Laserfiche requirements. ▪ Existing Windows Server version meets Laserfiche requirements. ▪ Google Chrome or Chrome Microsoft Edge is installed on all Laserfiche servers. 58 Addendum No. 1 to Master Services Agreement No. 20091 Page 7 of 14 ▪ Laserfiche Server version 8 and Laserfiche Workflow version 8.3 or higher is currently installed. LASERFICHE POWERPACK BY MCCi INSTALLATION AND CONFIGURATION PACKAGE MCCi provides installation and configuration services to assist MCCi’s clients and help them quickly utilize the benefits of these powerful features. CLIENT DELIVERABLES ▪ Provide IIS web server to host the Data Analytics website ▪ Provide SQL Server to host Data Analytics database (will be created during the initial configuration) ▪ Provide server/workstation to install OCR Scheduler and Data Analytics service ▪ Provide Laserfiche Workflow server to install and configure custom Workflow Activities ▪ Provide a dedicated Laserfiche named user license for PowerPack to utilize MCCi ACTIVITIES AND/OR DELIVERABLES ▪ Install and configure PowerPack components on a single server. Workflow custom activities will be installed on the Workflow server ▪ Install PDF and Microsoft Office iFilters ▪ Provide one remote overview training EXCLUSIONS ▪ Configuring OCR Scheduler to extract text from electronic files ot her than PDF and MS Office files (Tiff files will still be OCRd) ▪ Files in Laserfiche Record Series will not be OCRd ASSUMPTIONS ▪ PowerPack is whitelisted with Client’s antivirus software ▪ Client environment supports the latest Laserfiche SDK runtimes 59 Addendum No. 1 to Master Services Agreement No. 20091 Page 8 of 14 SUPPLEMENTAL SUPPORT PACKAGES As Client’s first-tier solution provider, MCCi provides multiple options for technical support. Client’s annual renewal covers application break/fix support, version downloads, and continued educational resources. MCCi offers supplemental support packages to cover remote training, basic configuration services, and maintenance of existing business processes. MCCi Managed Support Services (MSS) or Process Administration Support Services (PASS) packages are strongly encouraged to be included with every renewal. Supplemental Support Packages are annual subscriptions and pricing is based on the package purchased and an advanced discounted block of hours, which expire on the same date as Client’s annual renewal. LASERFICHE + Client’s Support/Subscription Renewal includes these benefits, regardless of whether a supplemental package is purchased. * Excludes the development of new integrations, large-scale development projects, and SQL queries. ** Hours: MCCi allows clients to use their hours for a multitude of services, as long as a request will not start a service that cannot be completed with the hours available. None of the packages listed above are intended to be utilized to configuration a new complex business process. In those instances, a separate SOW is required. Process Administration Support Services Description PASS 2 Easy access to MCCi’s team of Certified Technicians for application break/fix support issues (i.e. error codes, bug fixes, etc.)+ Remote access support through web conferencing service + Access to product update version and hotfixes (Client Download)+ 24/7 access to the Laserfiche Support Site and Laserfiche Answers discussion forums + Additional Remote Basic Training Additional System Settings Consultation Assistance with Implementation of Version Updates Annual Review (upon Client’s request) of Administration Settings Priority Offering of Laserfiche CPPs & Laserfiche Empower Registration Scholarships Configuration and maintenance of basic business processes and MCCi packaged solution utilizing Laserfiche Forms and Workflow Configuration of Laserfiche Quick Fields sessions Basic Records Management Module Overview Training Administration Configuration Services Dedicated Certified Professional Proactive recurring consultation calls upon the Client’s request Annual Review of business process configurations Institutional Knowledge of Client’s Solution Maintenance of MCCi/Client configured complex business processes Ability to schedule after-hours migrations/upgrades Monday-Friday 8 am to 10 pm ET and Saturday-Sunday from 12 pm to 4 pm ET Basic JavaScript, CSS, and Calculations for Laserfiche Forms* 60 Addendum No. 1 to Master Services Agreement No. 20091 Page 9 of 14 BUSINESS PROCESS DEFINITIONS (RELATIVE TO THE TABLE ABOVE) A Workflow, Forms, or Quick Fields process that automates or streamlines an organization -specific process. ▪ BASIC: A business process requiring minimal configuration and virtually no institutional knowledge of the Client’s business process, allowing an MCCi A pplication Support Analyst to assist with configuration, support, and maintenance of the process. ▪ COMPLEX: A large business process with an extensive configuration that is mission -critical to the organization. ▪ EXAMPLES: Large accounts payable process with a high volume of transactions, approval steps, database lookups, etc. Complex business processes require MCCi’s Application Support Analyst to have institutional/process knowledge to configure the process. ▪ For creation of new complex Forms, Workflow, and Transparent Records Management configurations, please discuss a Business Process Configuration Service with Client’s Account Executive or Account Manager. ▪ MCCi Packaged Solution: A solution MCCi has created for a market that has a specific business process automation use. SUPPLEMENTAL SUPPORT PACKAGE DESCRIPTIONS CLIENT RESPONSIBILITIES (ALL PACKAGES) ▪ For self-hosted (applications hosted by Client) solutions: Configuring/maintaining backups and any general network, security, or operating system settings outside of Client’s solution (Laserfiche, ABBYY, Blue Prism). ▪ Managing application-level security. ▪ Managing and creating retention policies related to Records Management Module. ▪ Providing an IT contact (internal or third-party) for MCCi to work with as necessary. ▪ Providing remote access capabilities as needed. If the Client requests MCCi to have unattended access, the Client assumes all responsibility for the related session(s). The Client will work with MCCi to set up user profiles, user tags, etc. to allow desired security rights/access. ▪ Creating/providing process diagrams (and any other necessary paperwork/examples). PROCESS ADMINISTRATION SUPPORT SERVICES LEVEL 2 (PASS 2) PASS 2 includes the benefits of PASS and provides the ability for MCCi to maintain complex business processes, which requires knowledge transfer and maintenance of that knowledge. PASS 2 pricing for the advanced block of hours is based on a flat fee and MCCi’s Application Support Analyst h ourly rate discounted by 10%. The number of hours included is based on active products and will expire on the same date as Client’s annual renewal. PASS 2 can be used for the following: ▪ ANNUAL REVIEW OF BUSINESS PROCESS CONFIGURATIONS ▪ INSTITUTIONAL KNOWLEDGE OF CLIENT SOLUTION Turnover within Client’s organization can happen, and it’s important to have a plan. Who will help Client’s new solution administrator get up to speed on Client’s processes and solutions in place? Leave that to us. MCCi documents Client’s specific organization’s usage and implemented business processes, integrations, etc., and are able to assist with the knowledge transfer to the new solution administrator if needed. ▪ MAINTENANCE OF MCCI/CLIENT CONFIGURED COMPLEX BUSINESS PROCESSES The assigned representative can maintain MCCi or Client configured complex business processes. For example, minor tweaks, updates due to upgrades, process improvements, etc. ▪ ABILITY TO SCHEDULE AFTER-HOURS MIGRATIONS/UPGRADES Avoid MCCi’s after-hours premium charge for server migrations and upgrades. PASS 2 clients can schedule these anytime Monday-Friday from 8 am to 10 pm ET and Saturday and Sunday from 12 pm to 4 pm ET. ▪ BASIC JAVASCRIPT, CSS AND CALCULATIONS FOR LASERFICHE FORMS 61 Addendum No. 1 to Master Services Agreement No. 20091 Page 10 of 14 Excludes complex scripting. ▪ BASIC LASERFICHE WEBLINK/PUBLIC PORTAL CUSTOMIZATION MCCi will help customize Client’s WebLink/Public Portal to meet Client’s needs. SERVICE LEVEL AGREEMENT (SLA) MCCi’s SLAs are offered as additional options to Client’s annual support/subscription. An SLA offers clients escalated response times depending on the severity of the support issue, as well as other additional benefits. The SLA documentation and pricing is readily available upon request. MCCi currently has two separate SLAs available: ▪ Infrastructure Hosting ▪ Application Support (Client Self-Hosted) ▪ Application Support (Cloud Applications) THE TRAINING CENTER FOR LASERFICHE MCCi’s Training Center for Laserfiche annual subscription provides an easy, cost-effective way for all users in Client’s organization to access training videos for Laserfiche and ABBYY. BENEFITS ▪ 24/7 access to on-demand Laserfiche training videos and other resources ▪ Reduction in training expenses ▪ Caters to all skill levels from Basic Users to Advanced System Administrators ▪ Unlimited access for Client’s entire organization ▪ User determined schedule and pacing ▪ Reduction in internal support and increased user productivity ▪ Increased efficiency through improved internal usage/adoption ▪ Instant/budgeted training available in the case of employee turnover ▪ Enhance Client’s organization’s internal Laserfiche training program *The Training Center subscription gate is based on Laserfiche user counts 62 Addendum No. 1 to Master Services Agreement No. 20091 Page 11 of 14 MCCi ASSUMPTIONS TECHNICAL SUPPORT Clients may contact MCCi support via MCCi’s Online Support Center, email (support@mccinnovations.com), or telephone 866-942-0464. Support is available Monday through Friday (excluding major holidays) from 8 am to 8 pm Eastern Time. PROFESSIONAL SERVICES CHANGE ORDER PROCESS Any deviations from the contract will be documented in a Change Order that Client must execute. CONFIGURATION ASSISTANCE Many of MCCi’s packages list remote configuration assistance for up to a certain number of days. This is based on total days, not business days. TRAVEL MCCi will schedule travel in consecutive days for most engagements unless otherwise stated or agreed upon. SCHEDULING All rates are based on normal business hours, Monday through Friday from 8 am to 5 pm local time. If scheduling needs to occur after business hours, additional rates may apply. RETURN POLICY Any product returns are subject to the manufacturer’s return policy. LIMITED LIABILITY If the Master Agreement is silent on each Parties’ limited liability, liability is limited to the amount of dollars received by MCCi directly associated with this Order. PRE-EXISTING INTELLECTUAL PROPERTY (IP) The following products noted below are deemed Pre -existing IP as defined in the Master Agreement and are not considered “Works Made for Hire” and as such all rights, title or interest remains with MCCi. Client shall retain, a non - exclusive, royalty-free, world-wide, perpetual license to use the product(s) is such product(s) is integrated into the solution purchased by Client. ▪ Laserfiche PowerPack by MCCi ▪ Laserfiche EnerGov Integration by MCCi ▪ Laserfiche Neogov Integration by MCCi ▪ GoFiche Suite for Avante/Rio/Subscription ▪ Common Web Service API for Laserfiche CLIENT SOLUTION CUSTOMIZATIONS Client may also choose to customize their system internally, without MCCi’s help. MCCi is not responsible for any damages caused by the user’s customization of the system not performed by MCCi. MCCi will not be held responsible for correcting any problems that may occur from these customizations. Routine updates to as provided by software 63 Addendum No. 1 to Master Services Agreement No. 20091 Page 12 of 14 manufacturers may affect any customizations made by entities other than MCCi. If MCCi’s help is required to correct/update any customizations made by any entity other than MCCi, appropriate charges will apply. CLIENT INFORMATION TECHNOLOGY ASSIST ANCE For MCCi to excel in providing the highest level of service, Client must provide timely access to technical resources. Client must provide adequate technical support for all MCCi installation and support services. If Client does not have “in-house” technical support, it is Client’s responsibility to make available the appropriate Information Technology resources/consultant when needed. 64 Addendum No. 1 to Master Services Agreement No. 20091 Page 13 of 14 LASERFICHE ASSUMPTIONS The following assumptions are current as of the date of order. Manufacturer’s terms and conditions are subject to change. HARDWARE REQUIREMENTS & INSTALLATION Client is responsible for ensuring they meet the recommended hardware requirements, which are available upon request. One (1) of each of the following components will be installed as pa rt of Client’s Laserfiche solution by default unless Pricing section states otherwise: LASERFICHE SUBSCRIPTION ▪ Laserfiche Server ▪ Directory Server (LFDS)* † ▪ Windows Client & Administration Console ▪ Import Agent ▪ Web Client* ▪ Workflow (Professional/Business only) ▪ Mobile Server ▪ Forms* (Professional/Business only) ▪ Federated Search* ▪ Audit Trail *Requires SSL/TLS Certificate. Client is responsible for acquiring and installing prior to Laserfiche implementation. Certificate requirements for Laserfiche Directory Server can be found here. †Required for all Rio and Avante systems and cannot be removed. Note: Configuring a test environment, setting up an external DMZ, and/or setting up failover/load balancing are not included by default and must be detailed and priced in the applicable Statement of Work to be implemented. LASERFICHE END USER LICENSE AGREEMENT (EULA) By accepting this Order, Client acknowledges Laserfiche’s EULA and agrees to abide by its terms and absolve MCCi of any Laserfiche product-related liability. LASERFICHE SOFTWARE SUPPORT PLAN MCCi acts as first-tier support and works with Laserfiche, who would provide second-tier level support when needed. Laserfiche software support plans are applicable to actively supported perpetual software and are bundled with on - premises Subscription and Cloud systems . All software support plans are on a yearly subscription basis and accompany the applicable software product designed, developed, created, written, owned, or licensed by Laserfiche. On-premises Subscription and Cloud system subscribers are advised to expo rt data from their Laserfiche system prior to cancellation or any other termination. ACTIVE LASERFICHE SOFTWARE SUPPORT PLAN BENEFITS INCLUDE: ▪ Easy remote access to MCCi’s team of Laserfiche Gold Certified Support Technicians ▪ Access to new product update versions and hotfixes ▪ Software credit eligibility for product upgrades, as determined by Laserfiche’s then current policy ▪ Continued access to Client’s Laserfiche solution* * Specific to Laserfiche Cloud and Laserfiche on-premises Subscription licensed Clients POLICIES ▪ To receive periodic product updates for a Laserfiche Software Solution, its associated software support plan must be purchased and maintained throughout the software term. ▪ All software support plan subscriptions are annual, prepaid and non-refundable ▪ The annual term start date for new systems is established by Laserfiche at the time MCCi submits an order to Laserfiche on Client’s behalf. 65 Addendum No. 1 to Master Services Agreement No. 20091 Page 14 of 14 ▪ For platform upgrades, software and support credit eligibility is determined by Laserfiche’s then cu rrent policy. To receive any available software or support credit, Client’s support plan must be active (i.e., support plan has not expired) ▪ For expansion purchases, the applicable service period is prorated to match Client’s existing or future service period, which is dependent on Laserfiche’s then current policy and the timing of the expansion order vs. the Client’s annual service period renewal date (i.e. prorating for less than four months may not be permittable due to the timing of renewal invoicing.) LATE PAYMENTS ▪ If payment is not received before Client’s renewal date, Client’s Laserfiche software support plan expires. Please allow up to five (5) business days after receipt of payment for MCCi to process renewal payment to Laserfiche. ▪ Impact of Expiration: ▪ Client will be able to access MCCi Support Technicians for 30 days post expiration. However, if there are support issues that require Laserfiche involvement, these issues cannot be resolved until Client’s support is renewed. ▪ Perpetual software support plan: Access to the Laserfiche support website and Laserfiche technicians will no longer be available until MCCi receives Client’s renewal payment and processes payment to Laserfiche. ▪ Laserfiche on-premises Subscription or Laserfiche Cloud: Access to Client’s Laserfiche solution will be turned off after 30 days and Client’s access to the Laserfiche support website, and Laserfiche technicians will no longer be available until MCCi receives Client’s renewal payment and process es payment to Laserfiche. Laserfiche on - premises Subscription Clients must reactivate the on -premises Subscription system following payment of the software support plan renewal to ensure uninterrupted usage. ▪ Reinstatement Fees: In order to receive uninterrupted support for perpetual on-premises Laserfiche Software Solutions, Client must maintain a software support plan for the term of the Laserfiche Software Solution. In the event that Client’s software support plan is expired for more than 45 days, the pla n will need to be reinstated. Reinstatements reset the annual date of the software support plan, and the cost includes one year of the software support plan in addition to the Reinstatement Fee. The Reinstatement Fee is a 10% markup on the lapsed value of the software support plan. The Reinstatement Fee includes the number of days lapsed since your software support plan expired. INTEGRATIONS Third-party Laserfiche integrations or utilities may consume one (1) or more Laserfiche user licenses depending on how the vendor designed and coded the integration. These additional licensing needs should be verified by Client and considered in the user licensing purchased. LASERFICHE SOLUTION PROVIDER OF RECORD As Client’s current Solution Provider of Record, Laserfic he’s policy dictates that MCCi is the only Laserfiche Solution Provider that has access to Client’s support account, along with the ability to download software licenses and activations, process subscription renewals and initiate additional purchases on Cl ient’s behalf. Unless Client decides to cancel Client’s contract with MCCi or work with Laserfiche to formally change Client’s Laserfiche Solution Provider of Record, future purchases and subscription renewals will be processed and provided by MCCi. 66 File Attachments for Item: 15. Resolution No. R21-126: A Resolution Approving An Encroachment Permit For The Installation Of A Trash Enclosure On A Portion Of South Montana Avenue Adjacent To 415 South 1st Avenue. 67 R21-126 Encroachment Permit Trash Enclosure South Montana Avenue RESOLUTION NO. R21-126 A RESOLUTION APPROVING AN ENCROACHMENT PERMIT FOR THE INSTALLATION OF A TRASH ENCLOSURE ON A PORTION OF SOUTH MONTANA AVENUE ADJACENT TO 415 SOUTH 1ST AVENUE. WHEREAS, the property owner of a Lot located at 415 South 1st Avenue, City of Laurel, (“Property Owner”) is currently constructing a structure and such Lot is not able to support the City’s Garbage Trucks; and WHEREAS, the Property Owner retained A&E Design and Wells Built Inc. to design and construct a Trash Enclosure to be located adjacent to the Lot on a portion of South Montana Avenue to enable garbage pickup and such action requires an encroachment permit issued by the City; and WHEREAS, City Staff reviewed the application and supporting materials, attached hereto and incorporated herein, and recommends the City Council approve the Encroachment Permit pursuant to the authority provided the City Council under Chapter 12.16.040, LMC; and WHEREAS, upon review of this situation and the special facts and circumstances surrounding this situation, the City Council has determined issuance of an Encroachment Permit is appropriate and in the City’s best interest. NOW, THEREFORE, BE IT RESOLVED by the City Council that the attached Encroachment Permit is hereby approved for the installation and construction of a Trash Enclosure to be located on a portion of South Montana Avenue, within the City of Laurel; and BE IT FURTHER RESOLVED, that the permit shall remain valid and run with the property so long as the structure is not removed by the Property Owner. The Mayor/City Staff are authorized to execute and record the attached Encroachment Permit on behalf of the City of Laurel. Introduced at a regular meeting of the City Council on December 14, 2021, by Council Member _____________________. PASSED and APPROVED by the City Council of the City of Laurel this 14th day of December 2021. APPROVED by the Mayor this 14th day of December 2021. CITY OF LAUREL ___________________________ Emelie Eaton, Mayor ATTEST: _______________________________ Bethany Langve, Clerk-Treasurer Approved as to form: ______________________________ Sam S. Painter, Civil City Attorne y 68 69 70 71 72 File Attachments for Item: 16. Resolution No. R21-127: Resolution Authorizing The Mayor To Execute An Agreement With Beartooth Rc&D Economic Development District. 73 R21-127 Beartooth RC&D MOU 2022 RESOLUTION NO. R21-127 RESOLUTION AUTHORIZING THE MAYOR TO EXECUTE AN AGREEMENT WITH BEARTOOTH RC&D ECONOMIC DEVELOPMENT DISTRICT. WHEREAS, the City of Laurel desires to retain the services of Beartooth RC&&D Economic Development District for services relating to a regional economic development planning program; and WHEREAS, Beartooth RC&D Economic Development District provided such services for the City of Laurel in the past and desires to continue the provision of such services for the City in accordance with the terms and conditions of the attached Memorandum of Understanding, including a membership contribution of $2,147.93; and WHEREAS, the City of Laurel is satisfied with the services provided to date and desires a continuation of its relationship with Beartooth RC&D Economic Development District. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Laurel, Montana, That the Mayor is authorized to execute the attached Memorandum of Understanding with Beartooth RC&D Economic Development District. Introduced at a regular meeting of the City Council on December 14, 2021, by Council Member _____________________. PASSED and APPROVED by the City Council of the City of Laurel this 14th day of December 2021. APPROVED by the Mayor this 14th day of December 2021. CITY OF LAUREL ___________________________ Emelie Eaton, Mayor ATTEST: _______________________________ Bethany Langve, Clerk-Treasurer Approved as to form: ______________________________ Sam S. Painter, Civil City Attorney 74 A MEMORANDUM OF UNDERSTANDING Between Yellowstone County Commissioners, Big Sky Economic Development Authority, City of Billings, City of Laurel And Beartooth Resource Conservation & Development Area, Inc. THIS MEMORANDUM OF UNDERSTANDING is made and entered into this ____ day of ____________, 202__, by and between Beartooth Resource Conservation & Development Area, Inc., whose principal business address is P.O. Box 180, Joliet, Montana 59041, hereinafter referred to as “Beartooth RC&D” and Yellowstone County Commissioners (in cooperation with the City of Billings, City of Laurel, and Big Sky EDA), and hereinafter referred to as “the Entity.” WHEREAS, Beartooth RC&D has been formally recognized by the U.S. Department of Commerce, Economic Development Administration (EDA) as a designated Economic Development District (EDD), and as a District, Beartooth RC&D has been awarded funding to carry out its Comprehensive Economic Development Strategy (CEDS). This funding will provide a staff person, administrative support and operating costs. This is a continual grant, renewable based on successful program operation and availability of federal funds. Local match is required. WHEREAS, Each entity participating in the District will designate a representative and an alternate to the regional Beartooth RC&D Board. This individual will convey the needs and economic development goals of the community to Beartooth RC&D board meetings. Regular board meetings will be held every two months to assess project status and evaluate regional economic development needs. NOW THEREFORE IT IS UNDERSTOOD AS FOLLOWS: ARTICLE 1: SCOPE OF WORK: Beartooth RC&D employs an Economic Development Director to assist in the completion of the Comprehensive Economic Development Strategy for the five-county region. The Director’s time will be allocated consistent with the goals in the CEDS by Beartooth RC&D board of directors. The board is composed of one representative and an alternate from business partners, county and local elected officials and local economic development partners from our five-county region. Input from this board is essential for meeting the needs of the communities in our region. Priority will be assigned projects of regional scope or projects with strong local leadership. Grant funding for this position is from EDA; therefore, emphasis will be on regional economic development planning and projects which have a correlation to job creation, economic diversification and increased tax base. Matching funds are from participating entities and emphasis will be placed on their specified projects. 75 Page | 2 Annual Evaluation: The performance of the Economic Development District will be evaluated annually by local entities participating on the regional Beartooth RC&D Board. Progress and/or accomplishments on each program/project will be reported and evaluated to ensure resources are being utilized in the most effective and efficient manner possible. Annual Comprehensive Economic Development Strategy updates and an annual plan of work will be developed with input from Beartooth RC&D staff and board. Annual reports on projects and economic development activities will be provided to the board and participating entities along with the renewal of the Memorandum of Understanding. ARTICLE 2: PERIOD OF PERFORMANCE: The term of this Memorandum of Understanding shall be from the date it is signed through December 31, 2022, unless extended by mutual agreement by both parties. Such extension must be in writing, signed by authorized representatives of both parties, and made a part of the original Memorandum of Understanding by modification reference. This Memorandum of Understanding supersedes the prior Memorandum for participation in the Economic Development District. ARTICLE 3: PAYMENT: The Entity’s annual contribution will be $4,500.00 as a “Membership” fee plus a per capita assessment of .19 cents per person. These funds will provide the necessary match to obtain the $70,000.00 in federal funds. Entities who do not participate financially in the match requirement will not receive services from the Economic Development Coordinator. The calculated fee for Yellowstone County is $35,798.89. This figure is a total of the $4,500.00 county fee plus $31,298.89 per capita formula using a population of 164,731 as per the 2020 Census data. Yellowstone County’s full payment will be separated into a four-way payment system. Each entity within the county will pay a percentage (%) similar to the previous year. Big Sky EDA- 34% or $12,171.62, City of Billings- 36% or $12,887.60, City of Laurel- 6% or $2,147.93 and Yellowstone County- 24% or $8,591.73. Annually, Beartooth RC&D/EDD staff will provide a comprehensive report of the past year’s activity. A new Memorandum of Understanding will be prepared and a request for the following year’s match submitted. Entities will be billed for match funds after January 1, 2022, for the current year’s assessment. Payment as provided in this section shall be full compensation for work performed, services rendered and for all materials, supplies, equipment, and incidentals necessary to complete the work. 76 Page | 3 ARTICLE 4: EXAMINATION OF RC&D RECORDS: The Entity or its representatives shall have the right to examine any books, records, or other documents of Beartooth RC&D, directly relating to costs when such costs are the basis of compensation hereunder. ARTICLE 5: OWNERSHIP AND USE OF DOCUMENTS: Reproducible copies of all documents and other materials produced by Beartooth RC&D in connection with the services rendered under this memorandum of understanding shall be provided to the Entity for the Entity's use whether the project for which they are made is executed or not. Beartooth RC&D shall be permitted to retain originals, including reproducible originals, of drawings and specifications for information, reference and use in connection with Beartooth RC&D endeavors. ARTICLE 6: WARRANTY: Beartooth RC&D warrants that all services performed herein shall be performed using that degree of skill and care ordinarily exercised in and consistent with generally accepted practices for the nature of the services and shall conform to all requirements of this Memorandum of Understanding. ARTICLE 7: SAFETY: Beartooth RC&D agrees to fully comply with the Occupational Safety and Health Act of 1970, all regulations issued there under and all state laws and regulations enacted and adopted pursuant thereto. Beartooth RC&D shall take all necessary precautions in performing the services hereunder to prevent injury to persons or damage to property. ARTICLE 8: CONFIDENTIALITY AND CONFLICTS OF INTEREST: Beartooth RC&D agrees to hold in strict confidence any proprietary or other data, findings, results, or recommendations deemed to be confidential by the Entity and obtained or developed by Beartooth RC&D in connection with the work under this memorandum of understanding. Beartooth RC&D warrants and agrees they do not and will not have any conflicts of interest regarding the performance of services hereunder. ARTICLE 9: APPLICABLE LAW: This Memorandum of Understanding shall be governed in all respects by the laws of the State of Montana. No changes, amendments or modifications of any of the terms and conditions hereof shall be valid unless agreed to in writing. Venue of any proceeding arising hereunder shall be the Twenty-second Judicial District. 77 Page | 4 ARTICLE 10: COMPLIANCE WITH LAWS: Beartooth RC&D shall in performing the services contemplated by this Memorandum of Understanding, faithfully observe and comply with all federal, state, and local laws, ordinances and regulations, applicable to the services to be rendered under this Memorandum of Understanding. ARTICLE 11: CHANGES: The parties, by mutual agreement, may, at any time during the term of this Memorandum of Understanding and without invalidating the Memorandum of Understanding, make changes within the general scope of the Memorandum of Understanding. Beartooth RC&D to perform such changed services. The Entity's priority list for project work within their county can be changed at any time. In such case, the District will be informed of this change at the Entity's earliest convenience. ARTICLE 12: TERMINATION: This Memorandum of Understanding may be terminated in whole or in part, in writing, by either party in the event of substantial failure by the other party to fulfill its obligations under this Memorandum of Understanding through no fault of the terminating party, provided that no termination may be effected unless the other party is given: (1) not less than ten (10) days written notice (delivered by certified mail, return receipt requested) of intent to terminate, and (2) an opportunity for consultation with the terminating party prior to termination. Upon such termination the Entity shall pay Beartooth RC&D amounts due and unpaid for services rendered as of the effective date of termination, and Beartooth RC&D shall provide to the Entity all materials, surveys, reports, data, and other information performed or prepared as of such date. ARTICLE 13: INDEMNIFICATION: Beartooth RC&D agrees to and does hereby indemnify and save the Entity, its officers, officials and employees, harmless against and from: 1. Any and all claims and liabilities, including but not limited to costs, expenses, and attorney fees arising from injury to, or death of, persons (including claims and liabilities for care or loss of services in connection with any bodily injury or death) and including injuries, sickness, disease, or death to Beartooth RC&D employees occasioned by a negligent act, omission, or failure of Beartooth RC&D; 2. Any and all claims and liabilities, including costs and expenses, for loss or destruction of or damage to any property belonging to Beartooth RC&D or the Entity caused by a negligent act, omission, or failure of Beartooth RC&D and; 3. Any fines, penalties, or other amounts assessed against the Entity by reason of Beartooth RC&D’s failure to comply with all health, safety, and environmental laws and regulations applicable to the services; resulting directly or indirectly from, or occurring in the course of Beartooth RC&D’s performance of the services. However, this indemnity shall not 78 Page | 5 extend to claims and liabilities for (i) injury or death to persons or (ii) loss of or damage to property to the extent that these claims and liabilities result directly from the Entity's negligence or willful misconduct. ARTICLE 14: INSURANCE: Beartooth RC&D shall maintain and demonstrate the following types of insurance: 1. Beartooth RC&D agrees that its employees and particularly the employees designated to work on this memorandum of understanding are covered by applicable Worker’s Compensation provisions. Beartooth RC&D further agrees that if the Entity should legally incur any costs whatsoever under the Worker’s Compensation laws by reason of Beartooth RC&D employees’ injury or death while engaged in the contract work, Beartooth RC&D will indemnify and hold harmless the Entity for such costs which the Entity may be legally be required to pay to employees of Beartooth RC&D. 2. Comprehensive general liability insurance for bodily injury, death, or loss of or damage to property of third persons or other liability due to the negligent acts of Beartooth RC&D in the minimum amounts of $500,000 per occurrence and $1,000,000 aggregate for personal injury; and $500,000 per occurrence/aggregate for property damage. Proof of coverage as required by this section shall be delivered to the Entity within fifteen (15) days of execution of this Agreement. 3. Professional liability errors and omissions insurance in a minimum amount of $100,000.00. ARTICLE 15: NONDISCRIMINATION: Beartooth RC&D will not discriminate against any employee or applicant for employment relating to this project on the basis of race, color, religion, creed, political ideas, sex, age, marital status, physical or mental handicap or national origin. All hiring associated with any project shall be on the basis of merit and qualifications related to the requirements of the particular position being filled. ARITCLE 16: INDEPENDENT CONTRATOR: Beartooth RC&D and the Entity agree that Beartooth RC&D is an independent contractor with respect to the services provided pursuant to this Memorandum of Understanding. Nothing in this Memorandum of Understanding shall be considered to create the relationship of employer and employee between the parties hereto. Neither Beartooth RC&D nor any employee of Beartooth RC&D shall be entitled to any benefits accorded Entity’s employees by virtue of the services provided under this Memorandum of Understanding. The Entity shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state Worker’s Compensation program, nor shall the Entity be deemed in any way to assume the duties of an employer with respect to Beartooth RC&D, or any employee of Beartooth RC&D. 79 Page | 6 ARTICLE 17: ASSIGNMENT: Beartooth RC&D shall not sublet or assign any of the services covered by this Memorandum of Understanding without the express written consent of the Entity. ARTICLE 18: NON-WAIVER: Waiver by the City of any provision of this memorandum of understanding or any time limitation provided for in this memorandum of understanding shall not constitute a waiver of any other provision. ARTICLE 19: NOTICES: Any Notice to be served hereunder may be served upon the parties personally or served by certified mail, return receipt. Notice served by mail shall be deemed complete upon deposit of said notice in any United States Post Office, postage prepaid, directed to the party to be served, at the following addresses: ENTITY: City of Laurel____ RC&D: Beartooth RC&D P.O. Box 10______ P.O. Box 180____ Laurel, MT 59044 Joliet, MT 59041 ARTICLE 20: INTEGRATED AGREEMENT: This Memorandum of Understanding together with attachments or addenda represents the entire and integrated Agreement between the Entity and Beartooth RC&D and supersedes all prior negotiations, representations, or agreements, written or oral. This Memorandum of Understanding may be amended only by written instrument signed by both the Entity and Beartooth RC&D. IN WITNESS WHEREOF, the parties have hereunto set their hands and seals to this Memorandum of Understanding the day and year in this instrument first above written. CITY OF LAUREL BEARTOOTH RC&D/EDD ____________________________________ ___________________________________ Ryan VanBallegooyen Mayor Chairman ATTEST: ____________________________ Date: ________________________ 80 File Attachments for Item: 17. Resolution No. R21-128: A Resolution Of The City Council Authorizing The City To Participate In The Low Income Home Water Assistance Program (“LIHWAP”) And Authorizing The Mayor And City Clerk To Sign All Contracts And/Or Agreements To Implement The Program On The City’s Behalf. 81 R21-128 Authorize Participation in Low Income Water Assistance Program (“LIHWAP”) RESOLUTION NO. R21-128 A RESOLUTION OF THE CITY COUNCIL AUTHORIZING THE CITY TO PARTICIPATE IN THE LOW INCOME HOME WATER ASSISTANCE PROGRAM (“LIHWAP”) AND AUTHORIZING THE MAYOR AND CITY CLERK TO SIGN ALL CONTRACTS AND/OR AGREEMENTS TO IMPLEMENT THE PROGRAM ON THE CITY’S BEHALF. BE IT RESOLVED by the City Council of the City of Laurel, Montana, Section 1: Approval. The City Council authorizes and approves the City’s participation in the State of Montana’s Low Income Home Water Assistance Program (“LIHWAP”) and all documents are attached hereto and incorporated herein. Section 2: Execution. The Mayor and the City Clerk of the City of Laurel are hereby given authority to execute the requisite contract/agreement on behalf of the City. Introduced at a regular meeting of the City Council on December 14, 2021, by Council Member _____________________. PASSED and APPROVED by the City Council of the City of Laurel this 14th day of December 2021. APPROVED by the Mayor this 14th day of December 2021. CITY OF LAUREL ___________________________ Emelie Eaton, Mayor ATTEST: _______________________________ Bethany Langve, Clerk-Treasurer Approved as to form: ______________________________ Sam S. Painter, Civil City Attorney 82 8 3 8 4 8 5 8 6 8 7 8 8 File Attachments for Item: 18. Resolution No. R21-129: A Resolution Of The City Council Authorizing The Mayor To Sign An Agreement With Community Development Solutions For Software And Related Services For The Public Works And Building Departments. 89 R21-129 Approve Agreement with Community Development Solutions for Software and Services for Public Works and Building Department RESOLUTION NO. R21-129 A RESOLUTION OF THE CITY COUNCIL AUTHORIZING THE MAYOR TO SIGN AN AGREEMENT WITH COMMUNITY DEVELOPMENT SOLUTIONS FOR SOFTWARE AND RELATED SERVICES FOR THE PUBLIC WORKS AND BUILDING DEPARTMENTS. BE IT RESOLVED by the City Council of the City of Laurel, Montana, Section 1: Approval. The Agreement between the City of Laurel and Community Development Solutions, a copy attached hereto and incorporated herein, is hereby approved. Section 2: Execution. The Mayor and the City Clerk of the City of Laurel are hereby given authority to execute the Agreement on behalf of the City. Introduced at a regular meeting of the City Council on December 14, 2021, by Council Member _____________________. PASSED and APPROVED by the City Council of the City of Laurel this 14th day of December 2021. APPROVED by the Mayor this 14th day of December 2021. CITY OF LAUREL ___________________________ Emelie Eaton, Mayor ATTEST: _______________________________ Bethany Langve, Clerk-Treasurer Approved as to form: ______________________________ Sam S. Painter, Civil City Attorney 90 City of Laurel Yellowstone County Proposal for Municity™ Integrated Parcel Management SaaS September 23, 2021 Valid for 3 months Suzanne Owens Solutions Account Executive 585-402-8667 SOwens@generalcode.com 91 City of Laurel, Montana 2 September 23, 2021 CONTENTS Customer Needs And Requirements......................................................................................................... 3 Municity Product Overview ...................................................................................................................... 4 Stage 1 – Municity 5 Implementation ....................................................................................................... 5 Municity 5 Programs of Work ................................................................................................................. 10 Investment Detail & Options .................................................................................................................. 19 Authorization & Agreement .................................................................................................................... 21 Appendix A - Municity™ Recommended Minimum Specifications......................................................... 24 Appendix B - General Municity Service Level Agreement ...................................................................... 25 Appendix C – Municity training Example ................................................................................................ 28 Appendix D – References and Team Information ................................................................................... 31 Appendix E – Sample Change Order ....................................................................................................... 34 92 City of Laurel, Montana 3 September 23, 2021 CUSTOMER NEEDS AND REQUIREMENTS In an effort to take their community development and code enforcement to the next level, the City of Laurel would like to incorporate Municity 5 Software into their daily tasks and utilize it as a process management tool across departments. Details of the project are as follows: • Summation of the key project data: o Which programs of work apply to this situation based on the need’s assessment ▪ Applications to Certificate ▪ Code Enforcement ▪ Periodic Inspections o How many departments are involved and which ones? ▪ (2) Building Department and Public Works o How many in-office users will be on the system and how many mobile users will be required ▪ (4) Desktop Users ▪ (3) Mobile Users o How many different software programs will integrations be needed for? ▪ N/A o Is there legacy data that needs to be converted and imported into Municity 5? ▪ N/A 93 City of Laurel, Montana 4 September 23, 2021 MUNICITY PRODUCT OVERVIEW THE MUNICITY SUITE The Municity Suite is a set of hosted software products that work together to provide your municipality with the best functionality that serves the needs of each user and usage environment. At the core of the system is a Microsoft SQL database that contains all your municipal data – parcels, owners, building permits, violations, variances, fees, etc. All of the modules of Municity access and update this database in real-time so there is no synchronizing required or lag time between activities. Municity 5 is the web-based interface for Municity which provides users access to all Municity data anywhere with an Internet connection, as well as some enhanced functionality like advanced analytics and reporting. Municity 5 also includes advanced GIS capabilities that enable you to visualize all your parcel data, permits, complaints, inspections, etc. via a geographical (map) interface. Municity Mobile combines the ease of use of a tablet or smart phone with the power and functionality of Municity. Users can complete inspections, issues stop work order or violations, take photos, or just access any Municity data necessary to be as productive as possible in the field. Finally, the Municity Connect module allows the municipality to extend the information from the Municity database to a public website, reducing calls and foot traffic into the office. Optionally the Municity Connect module can be utilized to accept on-line permit application and issue reporting, allowing users, via a log-in, to track the status of their applications and permits. General Code staff will preload the data information provided by the City into the Municity software. This includes parcel data, fee schedules, mapping integration, zones, and historical data conversion (permits, complaints, etc. – this may be quoted separately depending upon the volume of data). The included standard forms and reports will be updated to include your municipality's logos and standard text. Configured forms and reports can be created at an additional cost. 94 City of Laurel, Montana 5 September 23, 2021 STAGE 1 – MUNICITY 5 IMPLEMENTATION MUNICITY 5 – WEB BASED MUNICITY: Parcel Information - Search for parcels by owner, address, parcel number and then view all parcel assessment information, including owner, owner’s address, zoning, property class, acreage, etc. Municity captures full property history, including ownership changes and historical ownership information. Contact Management – Fully integrated contact manager allows you to track all your contact information, including contractor insurance, worker’s comp. and basic licensing. Permitting - The permitting module of Municity allows users to track all activities on a permit including permit type, status, construction cost, contractors, inspections, fees, and tasks. The permit editor is extremely flexible and can be configured by the users to display the information they require and arrange it in the order they find most convenient. Municity 5 – Permit Creation Wizard 95 City of Laurel, Montana 6 September 23, 2021 Permit Inspections – Full tracking and scheduling of inspections, including checklists, documents and pictures. Pre-defined inspection templates can be created for each permit-type to ensure all inspections are completed before a permit is closed. Permit Fees – Track all fees related to each building permit. Permit Tasks– Assign tasks/prerequisites that have to be completed prior to permit issuance. Create tasks based on templates and automatically assign them to the responsible parties. Get notification when tasks are completed. GIS – The GIS capabilities in Municity 5 enable the visualization of all of your Municity data via a geographic interface. Municity GIS utilizes geospatial layer data from a variety of sources (the municipality, the County, the State and even some generally available layers from the federal government). 96 City of Laurel, Montana 7 September 23, 2021 Workflow – Configure your permit/application workflow to your liking. Permit Templates allow users to define processes (reviews, inspections, fees, etc.) based on permit type. Appointment Calendar – Appointment Calendar for scheduling of inspections. With appropriate user rights you can view multiple inspectors from one calendar and re-assign or re- schedule inspections. Completing inspections from the calendar automatically completes the inspections on the associated permit. Code Enforcement - Track all complaint activity including issuance of violations based on the municipal code, state building code or fire code. Create summonses, track court appearances, levy fines, and attach pictures and documents. Create documents such as notice of violation, accusatory, affidavits of service. Municity 5 Complaint – Notice Printout 97 City of Laurel, Montana 8 September 23, 2021 Media – Attach any electronic files to your parcels, permits, inspections or complaints. Upload pictures, documents, PDF files, and videos and then rearrange into subdirectories. Print or email the files. View all pictures in a slideshow, add notes, or download to your computer. Dashboard / Analytics - View all the latest activities of your department, such as applications submitted, permits issued, complaints issued, inspections completed, tasks assigned, etc. Configure the dashboard to your preferences by choosing from a variety of graphs and data views. Municity 5 - Dashboard Print Outs – Municity 5 is delivered with several standard printouts. These documents include: • Parcel Information / History / Title Search. • Permits. • Approval / Denial Letters. • Certificates (CO, CC, Temporary CO). • Inspection Results (Passed / Failed Letter). • Daily Inspection Schedule. • Complaint Notice. • Accusatory / Affidavit. • Summons / Appearance Ticket Reports – Municity 5 comes standard with the following reports: • Applications Submitted • Permits Issued • Permits Issued w/ Cost of Construction • Expired Permits • Certificates (COs/CCs) Issued • Temporary COs Issued • Complaints / Violations Issued • Open Complaints / Violations • Resolved Complaints / Violations • Inspections Completed • Overdue Inspections • Fees Collected • Unpaid Fees • Ad hoc reporting Additional custom reports available for an additional fee. 98 City of Laurel, Montana 9 September 23, 2021 MUNICITY MOBILE: The Municity Mobile application allows users to interact directly with the Municity database via most Android, iOS, and Windows-enabled devices. There is no need to synchronize once you get back to the office – you are working with live data. Google Chrome is the preferred browser. Functions • Create Complaints, Appointments, Violations, and more. • Schedule and complete inspections. • View your inspections schedule in a list or calendar view. • Pull up information on any parcel in your municipality. • Map Assets and Work Orders • Search for items and parcels in the database using the advanced search option. • Search items can be projected on the map and color-coded based on status. 99 City of Laurel, Montana 10 September 23, 2021 MUNICITY 5 PROGRAMS OF WORK Municity provides a variety of functionality to streamline and automate important aspects of the Building, Planning and Zoning functions within a municipal government. The Programs of Work can apply to one department, or it can be spread across multiple departments depending on how the government operation is structured. Following are each of the current Programs of Work within Municity 5 along with descriptions and the processes supported in each of the POW’s. Programs of Work Description Processes Within Program Of Work Application to Certificate To identify, approve, track, and monitor building changes/enhancements to parcels/structures in the Municipality. Receiving applications and processing them through to approval, generating permits, completing inspections, and issuing certificates • Processing Permit Application • Application Review Tasks • Tracking Application Fees Inspection and Re- inspection for Permitted Work and Closing of a Permit • Certificate Issuance • Mobile application (Inspections) [(additional)] Periodic Inspections To identify areas of public assembly and certify compliance with all Municipal & state codes To track Inspections that have to be done on a scheduled basis for public safety, fire safety or health • Tracking of Periodic Inspections on Parcels/Occupants • Detailed Inspection Checklists with relation to Ordinances • Printouts detailing checklist items and ordinance pass/failure • Dashboards to track inspections • Bulk Reminder Letters for upcoming inspections • Tracking of inspection related fees 100 City of Laurel, Montana 11 September 23, 2021 Code Enforcement To identify violations, issue tickets and prescribe reparations (fees & timeframe for compliance) • Identifying and Verifying Code Violation • Issuing Notice of Violation/Order to Remevy • Tracking Inspections for violations • Ticketing and Court Process for Outstanding Violation Included Base Documents/Print Outs per Program of Work Applications to Certificate 1. Receipt 2. Invoice 3. Permit card 4. Application Denial Letter 5. Inspection Report 6. (3) Certs Periodic Inspections 1. Inspection Results 2. Occupancy Posting 3. Reminder Letter Code Enforcement 1. NOV 2. Court Summons 3. Stop Work Order PROGRAMS OF WORK NOT INCLUDED IN THE PROJECT* *POW not included can be added at a later date via Municity Change Order form. Planning and Zoning Applications To identify, approve, track, and monitor planning and zoning changes/enhancements to parcels in the Municipality Receiving applications for planning and Zoning related items such as variances or subdivision and processing them through to approval. As well as tracking related meetings, tasks, escrow and bond accounts • Processing Application • Application Approval Tasks and Meetings • Tracking Application Fees • Tracking Project Escrow and Bond Accounts 101 City of Laurel, Montana 12 September 23, 2021 Assets and Inspections Tracking assets such as signs, fire hydrants, park benches, and inspections related to the assets • Creating Assets and setting up recurring Inspections for Assets • Tracking Data fields for Assets • Detailed Inspection Checklists • Printouts detailing checklist items pass/failure • Dashboards to track Assets • Bulk Reminder Letters for upcoming inspections • Tracking of inspection related fees • Mobile application (additional) Work Orders and Maintenance Functionality to create, assign and track Work Orders and/or Maintenance items on various parent entities • Creating, assigning, and tracking one off Work Order Items • Tracking stockpiles of time and material used for Work Order Completion • Setting up Recurring Maintenance items for third parties • Dashboards to track Work Orders and Maintenance • Bulk Reminder Letters for upcoming maintenance items • Tracking of related fees • Mobile application (additional) 102 City of Laurel, Montana 13 September 23, 2021 Vacancy and Landlord/Rental Registration To identify, track, & monitor vacant properties in the Municipality. To identify, register, and monitor Rental Properties in the Municipality To identify rental units in the Municipality and certify compliance with all Municipal and state codes • Identification, Verification and Notification of Vacant or Abandoned Properties • Activity to Resolve Vacancy Identified on a Property Application, • Verification and Registration of Property and Landlord • Detailed inspection Checklists items related to Ordinance codes that allow inspector to indicate exact area of rental property that failed a checklist item • Separate entities to track easier – allows creation of occupants, tenants, etc. • Track fees related to vacancies and rentals Licensing Management Track and manage professional contractor licensing and/or Workman’s Compensation Insurance -- including renewals, validation, and applications. This also includes Clerk managed licensing options, such as Dog/Cat, Liquor, Game of Chance, etc. • Receiving license applications • Issuing licenses • Processing license renewals • Approval reviews • Bulk letter generation of license expirations • Fee tracking related to licensing 103 City of Laurel, Montana 14 September 23, 2021 Connect Public Facing Portal - Citizens can apply for permits, request inspections, grab mailing list for abutter notices and more Recommendations of appropriate programs of work, integrations and any other general recommendations should be noted at this point. • Online permit applications • Inspection requests • Review personal inspection status • Review personal inspection history • Receive complaints • Receive requests for new licenses (not renewals) • Vacancy and landlord registrations Included Base Documents/Print Outs per Program of Work Planning and Zoning Applications 1. App Approval Letter 2. App Denial Letter 3. Board Meeting Letter 4. Escrow Transactions 5. Additional Escrow Fund needed Assets and Inspections 1. Inspection Results Document 2. Reminder Letters Workorder Management 1. Receipt 2. Invoice Vacancy and Landlord/Rental Registrations 1. Receipt 2. Invoice 3. Inspection Results Document 4. Renewal Reminder License Application/Renewal Management 1. License 2. Renewal Reminder 3. Receipt 4. Invoice 104 City of Laurel, Montana 15 September 23, 2021 ANNUAL SERVICE AND SUPPORT The annual service and support agreement provides the City of Laurel’s with service and support on the Municity System. This includes advice for procedural questions, configuration updates, regular software updates and software fixes for problems encountered. As part of this purchase, the City of Laurel agrees to allow remote access to its desktop systems with a minimum of broadband Internet connection. High-speed Internet connectivity is preferred. Support will be provided utilizing software such as GoToMeeting or GoToAssist. Security and Compliance Municity inherits best practices of security policies, architecture and operations processes of its underlying platform, which is continuously audited, meets requirements for numerous compliance programs, and benefits from accredited certifications. Periodic Trustwave vulnerability scans ensure PCI compliance of financial platforms. All sites are certificate secured, and web traffic is protected by SSL encryption. Prevention and Detection Automated assessments improve the security and compliance of Municity applications. Servers are hardened based on recommendations from industry standard CIS security benchmarks, known vulnerabilities and exposures, runtime behavior analysis, and security best practices. Network traffic is actively monitored for security risks, immediate notifications are provided in case of suspected malicious or unauthorized behavior. Storage and Recovery Customer data is secured in a private network, and databases backed up and stored remotely in multiple regions. Data access is secured by IAM best practices. The Importance of the Customer’s Involvement in successful implementation It is imperative that there be buy in from all parties involved within the project in order for it to be successful. Please review the following considerations: • Commitment from Management for Change and managing resistance • Senior Project Manager assignment from Customer – single point of contact • Supervisors’ role in learning and becoming inside expert to support users • Clarity relating to desired integrations and their functionality • Access to all relevant data for incorporation early in the process • Commitment to schedules and timelines 105 City of Laurel, Montana 16 September 23, 2021 MUNICITY IMPLEMENTATION & TRAINING PROCESS The process of implementing a new software solution within the framework of a busy, often-under- resourced local government operation is often overlooked when jurisdictions consider purchasing a software solution. Successful deployments while being completed in a few months’ time often take 18 to 24 months before the new application is seen as comfortable and adopted as “the way we do it.” General Code/ICC Community Development Solutions’ implementation methodology follows a very specific phased approach to implementation and training that has proven to be very successful. Its success is based on a sound structure that supports the process by having clarity on what will make the implementation successful: Configure-able Software Municity 5 has been built over time based on needs and requirements that have been asked for by our customers. Essentially, it has been built based on customer direction. Part of that evolutionary development has required that it be very flexible in its design to allow that while all building and code enforcement departments issue permits, conduct inspections, manage complaints and so much more, every department we work with operates under different rules and procedures. So, the software and its construction of work processes, form types, information fields, etc. have to allow a great deal of flexibility. This should not be confused with the concept of customization. The ability to configure the software in a flexible way should not need to include new programming/development of the software to achieve the implementation. There is a separate process for software customizations that may come later but aren’t done routinely as part of an implementation. Foundation for a successful implementation -Vendor experience and discipline Our discipline for implementation follows a very well-organized phased approach led by skilled project managers, technicians, and trainers. The chart below illustrates the process and the discipline followed to move through the implementation as thoroughly and efficiently as possible. It is based on gaining knowledge as rapidly as possible about the way your operation works, the details around your processes and constituent interface and your data sources and structures required to build out the software solution for your organization. 106 City of Laurel, Montana 17 September 23, 2021 SAMPLE IMPLEMENTATION TIMELINE Additional annual service and support program details are described in Appendix B. Customer management commitment to change and time/resource commitment Leadership commitment and involvement in the implementation of a new software implementation is critical to successful implementation. Vendor’s can only do so much to address resistance to change which is a natural part of the implementation process. Leadership reinforcement throughout the process is required to ensure that the decisions made to move to a new platform, while creating short-term pain will lead to longer-term productivity. Leadership also must commit to the amount of time that will be involved in migrating to the new platform –part these commitments include being responsible for the County (or other source) GIS shape files to be imported into the Municity 5 database. Software users must be reassured that while there will be discomfort and some disruption for them, it is a necessary part of the change process and will eventually become easier once the learning curves are surpassed. Post-implementation support A strong helpdesk setup for customer support should be a must for any software vendor. After training and go-live our customers are migrated to our helpdesk for their ongoing support. Our staff tracks all incoming calls or contacts in our CRM system and the cases are tracked through resolution of the issues. The period after go live is that time when new users and managers will be working to reinforce the new way of doing things which often-times means having access to experts who can answer questions or help make needed adjustments to the system or its output. Project Planning Upon conclusion of the contract negotiation the process opens with our discovery process. This involves the initial phase 1 plan and schedule. While the project plan at this early phase is created as a general outline as 107 City of Laurel, Montana 18 September 23, 2021 each phase is completed the next phase has a specific plan created based on what took place in the most recently completed phase. The project teams from both sides of the team iron out the specific plans and agreed to time frames. In each of these phases there can be tasks and/or time/resource commitments that must be agreed to by both sides. Once those items are agreed-upon then the planned phase commences. ICC Community Development Solutions builds in discount incentives for completion and/or time commitments met by the customer in most of the phases of the process. General Code/ICC Project Manager determines if customer requirements for deliverables and deadlines are met at the completion of each phase for discounts to apply. See the Authorization and Agreement section for your specific available discounts. 108 City of Laurel, Montana 19 September 23, 2021 INVESTMENT DETAIL & OPTIONS Prices noted for setup, configuration, training, and other services are valid for 3 months from the date of this proposal. Annual SaaS Subscription Municity 5 / Web-hosted Subscription Users Year 1 Year 2❶ Year 3❶ Annual Municity5 Site Subscription unlimited $5,000 $5,150 $5,305 Annual Municity5 Mobile Subscription 3 $600 $600 $600 Total Annual SaaS $5,600 $5,750 $5,905 Implementation and Training Stage 1 – Municity 5 Departments POW Year 1 Year 2❶ Year 3❶ Municity 5 POW Implementation (set-up, configuration, templating, etc.) Building, Public Works - Application to Certificate - Code Enforcement - P&Z Applications - Periodic Inspections $24,000 - - Municity 5 Training (Remote – 3.5 days, On-Site – 2 days) $8,100 - - Data Migrations: none scoped - - - Integrations – none scoped - - - Municipal Code Import – n/a - - - Total Yearly Cost $37,700 $5,750 $5,905 Note – does not include additional integrations with 3rd party applications or additional Data Migrations ❶After the first year General Code may raise the annual support contract by 3% or by the previous year’s annual Cost of Living Adjustment (COLA) as calculated by the US Social Security Administration, whichever is greater. General Code will provide the Municipality with notice of any proposed increase no later than ninety (90) days prior to the anniversary date of the Contract. The absence of such notice shall be construed as General Code’s intent to maintain the annual support contract at the prior years’ amount. 109 City of Laurel, Montana 20 September 23, 2021 The base Municity subscription license charges support the following: • Annual Software subscription – this is the actual cost of the software license itself and is an annual recurring expense. • Hosting – This covers the cost of providing the software in the Cloud and is an annual recurring expense. • System access – The Municity subscription pricing includes unlimited user access. There may be normal added expenses for adding users or departments to the system for set up and training but there is no additional charge for adding users (Does not include Mobile access which is user license based). • General Code/Helpdesk – General Code provides Helpdesk support to users and admin managers on a daily basis. This covers the extensive ongoing support that the customer receives while on subscription. 1. Adjustments to Performance Schedule; Delays. Adjustments to Schedule. Upon the mutual consent of the Municipality and General Code, the “Performance Schedule” may be changed or extended as provided under “Delays” below. Delays. Client must notify General Code, in writing, immediately upon learning or otherwise becoming aware, of any difficulties that may delay the delivery of services or deliverables within each Phase of the Implementation timeline. Such notification must identify the reason for the delay, as well as the anticipated period of delay. Any delay on the part of the customer that extends 10 working days beyond the target date for completion of any phase will result in a project restart and additional charges will be identified as part of a change order provided to the customer. This clause shall not apply in case of force majeure. Additionally, an incentive is applied should the Municipality meet the agreed upon deadlines as outlined in the Performance schedule. 110 City of Laurel, Montana 21 September 23, 2021 AUTHORIZATION & AGREEMENT The City of Laurel, Montana hereby agrees to the procedures outlined above, to General Code's Terms and Conditions which are available at http://cms.generalcode.com/terms-conditions, and authorizes General Code to proceed with the project. OPTIONAL COMPONENTS Please check any optional component to be included with this authorization ❑ Optional Contingency Fund for Scope Changes (20% of Services) $6,420 We recommend the Municipality consider establishing a Contingency fund to cover any unanticipated scope changes that may occur throughout the project. This will protect the project from delays as a quick email approval could keep a scope change from added delays of waiting for an approval to proceed. This fund creates a pre-approved pool of funds for changes, which will be communicated and approved via Scope Change document, highlighting changes before additional work is implemented. If the funding is not used it will be returned to the Municipality. If this option is not selected, any changes or additions to the project will be subject to the traditional Change Order process highlighted in Appendix E, where the Municipality will receive a quote for changes that will need to run through an additional approval process, delays included. PAYMENT SCHEDULE SUBSCRIPTION 100% of the First-Year subscription price shall be invoiced upon site license activation – payable within 30 days of authorization 100% of the Subsequent years’ subscription price shall be invoiced at the 1-year anniversary of license activation SERVICES – SETUP, IMPLEMENTATION, TRAINING & TRAVEL ($32,100) Phase 1: $1,605 (5%) of the total services price shall be invoiced after Phase I - Discovery completion • Customer eligible for a 5% discount $81 on this Phase if agreed-upon time/meeting commitments are met by customer and process workflows are agreed upon as part of the Phase 1 plan Phase 2: $6,420 (20%) of the total services price shall be invoiced after Phase 2 - Initial Configuration. • Customer eligible for a 5% discount $321 on this Phase if agreed-upon time/meeting commitments are met by customer and process workflows are agreed upon as part of the Phase 2 plan Phase 3: $8,025 (25%) of the total services price shall be invoiced after Phase 3 – Process and Data Review • Customer eligible for a 5% discount $401 on this Phase if agreed-upon time/meeting commitments are met by customer and process workflows are agreed upon as part of the Phase 3 plan Phase 4: $6,420 (20%) of the total services price shall be invoiced after Phase 4 – Process and Data Review • Customer eligible for a 5% discount $321 on this Phase if agreed-upon time/meeting commitments are met by customer and process workflows are agreed upon as part of the Phase 4 plan 111 City of Laurel, Montana 22 September 23, 2021 Phase 5: $6,420 (20%) of the total services price shall be invoiced after Phase 5 – Training and Go-live • Customer eligible for a 5% discount $321 on this Phase if agreed-upon time/meeting commitments are met by customer and process workflows are agreed upon as part of the Phase 5 plan Phase 6: $3,210 (10%) of the total services price shall be invoiced after Phase 6, 20 Days after Go-live. 112 City of Laurel, Montana 23 September 23, 2021 General Code/ICC Project Manager determines if customer requirements for deliverables and deadlines are met at the completion of each phase for discounts to apply. Estimated Municity Base Solution (First Year Costs): $ 37,700 Optional Component(s), if offered and selected: + $ 6,420* Estimated Total Investment: $ *Contingency fund is for pre-approval of funds. These funds will not be invoiced unless they are needed and agreed upon after change order review CITY OF LAUREL, YELLOWSTONE COUNTY, MONTANA By: _______________________________ In the Presence of: __________________________ Title: ______________________________ Title: _____________________________________ Date: ______________________________ Date: _____________________________________ GENERAL CODE, CMS, LLC By: _______________________________ In the Presence of: __________________________ Title: ______________________________ Title: _____________________________________ Date: ______________________________ Date: _____________________________________ 1. Sign the Proposal 2. Fax or email the Authorization & Agreement Section only to: ICCCDS@generalcode.com ● fax (585) 328-8189 3. Mail the signed Proposal to General Code at: 781 Elmgrove Road ● Rochester, NY 14624 Upon request General Code can sign and mail a copy of this agreement back to the Municipality for its records. 113 City of Laurel, Montana 24 September 23, 2021 APPENDIX A - MUNICITY™ RECOMMENDED MINIMUM SPECIFICATIONS Workstations: Processor Minimum Intel i5 or equivalent processor and is less than 5 years old Operating System Windows 10 (32 or 64 bit) – 64 bit preferred Optimal Browser Google Chrome latest version Hard Drives 10 GB of free disk space for software and temporary files (SSD Preferred) Should also be less than 5 years old RAM Minimum 8 GB Monitor Minimum 23” monitor recommended for optimal viewing Internet Access Program is web-based. Support is handled online. Stable Internet access and ability to access via GoToAssist required on all workstations Mobile Device (if applicable): General Android, iOS, Windows enabled device Mobile can be used in offline mode Camera recommended for taking photos in the field Minimum 8-inch screen Network Recommendations: General There is a confirmed interference with some antiviruses that check every network call before allowing it to be sent through the browser Broadband Internet Connection with a minimum bandwidth of 80kbps for each user Whitelist all of the Municity domains in your firewalls/router/antivirus: *.Municity5.com/* *.MunicityMedia.com/* *.MunicityReports.com/* Remote Access: The client agrees to allow remote access to its desktop systems with a minimum of broadband Internet connection. High-speed Internet connectivity is preferred. Support will be provided utilizing software such as GoToMeeting, GoToAssist or WebEx. 114 City of Laurel, Montana 25 September 23, 2021 APPENDIX B - GENERAL MUNICITY SERVICE LEVEL AGREEMENT Municity Support is renewable on an annual basis and was created to deliver critical program updates and provide ongoing technical support for your Municity System. With Municity Support you will always be confident that you are receiving the very best performance and quality possible.) Technical support also covers basic updates to Entity Types, templates, fee calculations, reports, printouts as well as creation of new user accounts. Contacting General Codes Support Team • Call our toll-free number (855-436-5500) • email at municitysupport@generalcode.com Service Level Agreement • Technical support requests not immediately addressed will be acknowledged within 8 business hours with the majority of response times within 2 hours • General Codes Help Desk Technician may need to remotely access your system to diagnose an issue. o In these situations, General Code will use RescueAssist, WebEx, or your remote service tool, to create a remote connection with you so they can observe and diagnose an issue • Technical Support is provided between the hours of 8:00 AM - 5:00 PM EST, Monday through Friday • In situations that require additional research or work by the technician, we will let you know what still needs to be done, along with a timeframe for getting back to you • Every Issue reported to the General Code Help Desk will have a Case Number Assigned for your reference Included with Municity Support • Simple Updates/Additions to Entity types and Templates o Entity types are items such as Permit Types, Fee Types License types etc. o Templates are configured mappings of items such as fees, inspections and task to parent items such as Permits and Licenses • Simple Updates/Additions to Printouts • Creation of Simple New Reports • Creation of New User Accounts • Creation of New Groups and Fields on Entities • Remote troubleshooting and repair to the extent of our ability of any errors generated by Municity • Remote troubleshooting and repair to the extent of our ability any Municity technical issues • Escalation to Municity Engineers for any software issue that we cannot immediately resolve • Access to all major and minor updates provided by Municity per the request of the customer • Assistance in activating/configuring minor software updates provide by Municity • Access to TIPS and FAQs on the General Code website • User group meetings and webinars • Access to Municity’s knowledgebase • Answers to Basic Procedural questions • Automatic Scheduled Bulk updates to parcel data 115 City of Laurel, Montana 26 September 23, 2021 o Customer must be using a software that Municity has currently integrated with, please contact your sales rep for the most updated list o Customer must own their Assessment data or have arranged access to the data with the entity that does have ownership • Periodic Bulk Updates to Parcel o If not using an integrated software customer must send the data to the General Code Helpdesk when changes are needed ▪ Data needs to be sent in either excel format or some other text delimited format ▪ Data should be sent in the same format each time • Ordinance code updates at the customer’s request (if integration is purchased) o If Ordinance Codes are not available through General Code’s eCode Product they must be provided in a text delimited or excel file o The file must separate the Code Number, Short Description and Long description Excluded from Municity Support • New user or refresher training (on-site or remote) • Training related new features/modules released as part of a software updates • Data Conversions from Third Party Systems • Addition of custom features or functionality to the software • Support or troubleshooting of third-party software • Faults or problems caused by unauthorized access to configuration information or changes to components by the user or a third party. • Problems or faults caused by use of the product outside its normal operating conditions. • Support of Customer Hardware/Infrastructure that is used in conjuncture with Municity • Creation of Complex New Reports o General Code will be responsible for determining if a request is Major or Minor based on the number of hours required to make the requested change o Complex reports refer to but is not limited to Reports that require unique data formatting, process changes, pulling data from multiple child objects, and multiple data groupings o Reports that require development changes in-order to create • Complex Updates/Additions to Entity Types/Templates or Processes o This refers to significant new or updated changes of Entity Types/Templates. o General Code will be responsible for determining if a request is Major or Minor based on the number of hours required to make the requested change o This includes any requests that require development changes in order to enact • Complex Updates/Additions to Printouts o This refers to significant new or updated changes of Print Outs o General Code will be responsible for determining if a request is Major or Minor based on the number of hours required to make the requested change o This includes any requests that require development changes in order to enact • Assistance in activating/configuring complex updates provide by Municity o This refers to major updates such as entirely new functionality/modules released by Municity Developers 116 City of Laurel, Montana 27 September 23, 2021 o General Code and Municity developers will be responsible for determining if an update is complex or simple based on the number of hours required to activate and configure the update • If you have questions regarding whether a change is complex or simple please contact our Municity Support • Automatic Ordinance codes updates unless a separate integration is purchased Method of Support: General Code provides its Help Desk support remotely via the internet utilizing web browser tools such as GoToAssist. The customer agrees to provide remote internet access to their client workstation(s) as needed. Broadband internet connectivity at the customer site is preferred, but a minimum of a 56kb modem is required. Customer's Obligation: In order to participate in the Municity Support program, the Customer is required: • To issue a purchase order for or complete payment on an invoice for the annual Municity Support. • To have Internet access on all workstations where the Municity client is installed and be willing to allow our Support Technicians remote access to the Customer's Municity system via GoToAssist or other acceptable remote access tool. • To designate an IT contact and to provide the name, phone number and e-mail address. • To describe technical issues completely in order to provide General Code's Help Desk staff sufficient information to be able to diagnose and reproduce the problem, including any identified error codes. • To have our preferred browser installed 117 City of Laurel, Montana 28 September 23, 2021 APPENDIX C – MUNICITY TRAINING EXAMPLE SAMPLE TRAINING TIMELINE *training timeline & course curriculum subject to change dependent on the scoped project, what is provided is a sample to provide an idea of potential training schedule & content SESSION START TIME Topics AUDIENCE CONFERENCE ROOM DAY 1 9am Intro to Municity All Municity Users 10am Licenses, Contacts and Occupants Users who need to interact with Licenses, Contacts or Occupants Break 1pm Application Process Users who need to interact with Planning and Zoning Applications DAY 2 9am Code Enforcement Process Users who need to interact with the Code Enforcement Process Break 1pm Application to Certificate Process User who need to interact with Building Applications DAY 3 9am Periodic Inspections and Mobile Inspectors and users needing to schedule inspections Break 1pm Reporting, Dashboards and Console Super Users interested in learning more about these items Day 4 - Live with Municity 5 Support for Day 3 and 4 The Technical Trainer and Project Manager will be available all day via GoToMeeting to support the Municipality. At any point municipal team members can join in the meeting to connect with support. Call in information will be provided closer to go-live. Additional Support Time (Depending on Modules Selected & Departments Involved) Post training/ Following Week – daily check-in calls at 8:30 COURSE DESCRIPTIONS BELOW 118 City of Laurel, Montana 29 September 23, 2021 SAMPLE COURSE: INTRODUCTION TO MUNICITY DESCRIPTION: This initial class is meant to introduce Users to Municity navigation features and to briefly review the available functions within Municity. EXPECTATIONS AND GOALS: After this course, Users will have a basic understanding of what Municity is capable of and the functionality they can expect with their current configuration. COURSE FORMAT: This course may be taught to up to 15 individuals in a classroom format. Conference room with projector or large screen monitor required. DETAILED COURSE OUTLINE: • Review Logging into Municity and Brief Review of Left Task Bar Functions o GIS o Contacts o Calendar o Dashboard o Word Reports o Console o Reminders o Templates • Using the Searching Screen • Parcel Window overview o Overview Screen, Groups and Fields o Contacts o Child Items – Brief review of each item o Breadcrumbs o Media o Subscriptions • Brief Review of Advance Searches within the Console 119 City of Laurel, Montana 30 September 23, 2021 SAMPLE MODULE COURSE: APPLICATION TO CERTIFICATE PROCESS DESCRIPTION: This training session will walk Users through the permitting process from receiving an application to the issuance of a certificate. EXPECTATIONS AND GOALS: After this course, Users will have a basic understanding of how to create and process new applications/permits and their necessary related items such as fees, inspections, review tasks and certificates. During the class, the trainer will also review how to search for legacy permits and continue to process any open permits that have been brought over from your legacy system. COURSE FORMAT: This course may be taught to up to 10 individuals in a classroom format. Conference room with projector or large screen monitor required. DETAILED COURSE OUTLINE: • Adding an Application/Permit to a Parcel o Using Application/Permit Wizard o Fee, task and inspection templates o Adding additional fees, task and inspection from within the wizard • Adding/Changing Data in the Application/Permit after it is created o Overview screen fields o Child items o Media • Completing payments and issuing permits • Scheduling Inspections o Completing inspections will be covered in more detail during the inspection training • Grouping Permits (if applicable) • Completing a Permit and issuing a certificate • Issuing a permit to a person/company as opposed to a parcel • Moving permit data from one parent item to another • Voiding or Deleting an application/permit and its child items • Using the console for advance permit searches 120 City of Laurel, Montana 31 September 23, 2021 APPENDIX D – REFERENCES AND TEAM INFORMATION CUSTOMER REFERENCE INFORMATION Customer Information • Company/Organization Name City of Schenectady • Company Address 105 Jay Street, Schenectady, NY 12305 • Contact Name and Position Lisa Adamyk, Principal Audit Clerk • Phone Number 518-382-5199, x5357 • Email Address LAdamyk@schenectadyny.gov • Contact Name and Position John Coluccio, Signal Superintendent • Phone Number 518-382-5065 • Email Address JColuccio@schenectadyny.gov • Website Address (if available) http://www.cityofschenectady.com Demographic Information • Company/Organization Size 80 Users • Solutions/Systems Installed, Installation Timeframe and Sequence Municity 5 • Dates(s) Solution/System Installed 2019 CUSTOMER REFERENCE INFORMATION Customer Information • Company/Organization Name City of Greenfield • Contact Name and Position Mark Snow, Fire/Building/Zoning Inspector & Code Officer • Company Address 14 Court Square, Greenfield, MA 01301 • Phone Number 413-772-1404 • Email Address mark.snow@greenfield-ma.gov • Website Address (if available) https://greenfield-ma.gov/ • Company/Organization Size 33 users • Solutions/Systems Installed, Implementation Timeframe and Sequence Municity 5, Mobile inspectors, Municity Connect • Dates(s) Solution/System Installed 2019 121 City of Laurel, Montana 32 September 23, 2021 CUSTOMER REFERENCE INFORMATION Customer Information • Company/Organization Name City of Auburn • Contact Name and Position Jennifer Haines, Director Planning & Economic Development • Company Address Memorial Cty Hall, 24 South St, Auburn, NY 13021 • Phone Number 315-255-4146 • Email Address jhaines@auburnny.gov • Website Address (if available) https://www.auburnny.gov/ • Company/Organization Size 35 users • Solutions/Systems Installed, Implementation Timeframe and Sequence Municity 5, Mobile, Municity Connect • Dates(s) Solution/System Installed 2019 CUSTOMER REFERENCE INFORMATION Customer Information • Company/Organization Name Borough of Emmaus • Contact Name and Position Jessica Wessner, Building Department • Company Address 28 South Fourth Street, Emmaus, PA 18049 • Phone Number 610-965-9292 • Email Address jwessner@borough.emmaus.pa.us • Website Address (if available) https://www.borough.emmaus.pa.us/ • Company/Organization Size 10 users • Solutions/Systems Installed, Implementation Timeframe and Sequence Municity 5 • Dates(s) Solution/System Installed 2019 122 City of Laurel, Montana 33 September 23, 2021 CUSTOMER REFERENCE INFORMATION Customer Information • Company/Organization Name City of Roseburg • Company Address 900 S.E. Douglas Avenue, Roseburg, OR 97470 • Contact Name and Position Brian West – IT Manager • Phone Number (541) 492-7001 • Email Address BWest@cityofroseburg.org • Website Address (if available) https://www.cityofroseburg.org/ Demographic Information • Company/Organization Size 25 Users • Solutions/Systems Installed, Installation Timeframe and Sequence Municity 5 • Dates(s) Solution/System Installed 2018 123 City of Laurel, Montana 34 September 23, 2021 APPENDIX E – SAMPLE CHANGE ORDER If the Municipality does not elect to utilize the Contingency fund option, any scope changes discovered through the project will be handled through a Change Order approval process – which may potentially affect the project schedule. Below is a sample Change Order. MUNICITY™ CHANGE ORDER #XXXXX_02042021 ADDITIONAL PRODUCT OR SERVICES This Change Order is subject to General Code’s Content Management Solutions Terms and Conditions, which are available at http://cms.generalcode.com/terms-conditions and are incorporated herein by reference, and the client authorizes General Code to proceed with the project. Client Name: Customer Name Contact Person: Customer name Address: Customer Address Account Executive: GC Name Customer Address Date: January 26th, 2021 Municity 5 / Additional Programs of Work or Change in Scope POW Implementation (set-up, configuration, templating, project management, printout/report development, etc.) ➢ Vacancy and Landlord/Rental Registrations $TBD Total One-time Price Total Annual Subscription Price $TBD $TBD Timeline: This service will be provided within the implementation phases of the main Municity 5 project. Payment Terms: 100% of development services will be invoiced upon deployment. Price Validity: Price is valid for 60 days from 2/4/2021. (Client please fill out) Invoice for this Change Order to be sent to: Department: Contact Name: 781 Elmgrove Road, Rochester, New York 14624 (800) 836-8834  (585) 328-1810 FAX (585) 328-8189 124 City of Laurel, Montana 35 September 23, 2021 (Please See Following Page for Scope Change description and Signature) DESCRIPTIONS OF PROGRAMS OF WORK OR SCOPE CHANGE INCLUDED IN THIS CHANGE ORDER: Programs of Work Description Detail Scope Change #1 Scope Change #2 The prices and specifications in this Change Order are satisfactory and are hereby accepted. All work is to be performed under the same terms and conditions as specified in the original contract unless otherwise specified. MUNICIPALITY NAME, MUNICIPALITY COUNTY, MUNICIPALITY STATE Signature Date Name Title 125 City of Laurel, Montana 36 September 23, 2021 ABOUT GENERAL CODE Serving the needs of local government for over 55 years, General Code, LLC has provided a variety of products and services to more than 3,000 clients throughout the United States, including the Municity™ Integrated Parcel Management Suite. Our staff has developed, implemented and maintained many projects for various local governments, ranging from small towns and villages to major cities and counties. On November 16, 2017 it was announced that General Code, LLC became a wholly-owned subsidiary of the International Code Council (ICC). The decision to bring these complementary organizations together was based on the desire to deliver a broader set of digital solutions for ICC members. “This acquisition of General Code will provide a perfect complement to our product and service portfolio,” said Code Council Chief Executive Officer Dominic Sims, CBO. “We are strategically aligned with similar missions and goals, focused on safety and serving our members and customers.” TEAM STRUCTURE General Code will provide a Project Manager as a single point of contact for the Municity project. This will ensure consistency across the projects, and direct access for question resolution, project status updates, change order requests and issue escalation. In addition, General Code will assign various specialists across the duration of the project based on expertise needed and schedule. During Consultation and Project Planning, the General Code team will discuss process needs, system requirements, make technical recommendations and answer questions. Finally, the Project Manager will work with the Municipality Project Manager and Team to set schedules, identify users and security and set a tentative timeline for the Implementation. Training of IT staff and End-Users will be performed by General Code’s Installer/Trainer(s). These individuals will work with groups of end-users to train them on various aspects of the Municity system. 126