HomeMy WebLinkAboutResolution No. R21-129RESOLUTION 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 Klose.
PASSED and APPROVED by the City Council of the City of Laurel this 14`h day of
December 2021.
APPROVED by the Mayor this 14`h day of December 2021.
ATT
Bethany an k -Treasurer
Approved CQJ
Sam S. Painter, Civil City Attorney
R21-129 Approve Agreement with Community Development Solutions for Software and Services for Public
Works and Building Department
City of laurel
Yellowstone County
Proposal for
MunicityTM Integrated Parcel Management SaaS
September 23, 2021
Valid for 3 months
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Suzanne Owens
Solutions Account Executive
585-402-8667
SOwens@generalcode.com
COMMUNITY
DEVELOPMENT
SOLUTIONS
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City of Laurel, Montana
CONTENTS
Customer Needs And Requirements......................................................................................................... 3
MunicityProduct Overview......................................................................................................................4
Stage 1— Municity 5 Implementation....................................................................................................... 5
Municity 5 Programs of Work.................................................................................................................10
InvestmentDetail & Options..................................................................................................................19
Authorization & Agreement....................................................................................................................21
Appendix A - Municitym 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
COMMUNITY
DEVELOPMENT
SOLUTIONS
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City of Laurel, Montana
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
COMMUNITY
DEVELOPMENT
SOLUTIONS
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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.
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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.
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SOLUTIONS
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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).
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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.
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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.
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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.
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Print Outs — Municity 5 is delivered with several standard printouts. These documents include:
• Parcel Information / History / Title Search. • Daily Inspection Schedule.
• Permits. • Complaint Notice.
• Approval / Denial Letters. • Accusatory / Affidavit.
• Certificates (CO, CC, Temporary CO). • Summons / Appearance Ticket
• Inspection Results (Passed / Failed Letter).
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
Additional custom reports available for an additional fee.
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• Resolved Complaints / Violations
• Inspections Completed
• Overdue Inspections
• Fees Collected
• Unpaid Fees
• Ad hoc reporting
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Print Outs — Municity 5 is delivered with several standard printouts. These documents include:
• Parcel Information / History / Title Search. • Daily Inspection Schedule.
• Permits. • Complaint Notice.
• Approval / Denial Letters. • Accusatory / Affidavit.
• Certificates (CO, CC, Temporary CO). • Summons / Appearance Ticket
• Inspection Results (Passed / Failed Letter).
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
Additional custom reports available for an additional fee.
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• Resolved Complaints / Violations
• Inspections Completed
• Overdue Inspections
• Fees Collected
• Unpaid Fees
• Ad hoc reporting
September 23, 2021
of Laurel. Montana
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
• 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.
COMMUNITY
DEVELOPMENT
SOLUTIONS
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• 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
9 September 23, 2021
City of Laurel, Montana
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
Work
ProgramOf
• Processing Permit
Application
• Application Review Tasks
To identify, approve, track, and monitor building
changes/enhancements to parcels/structures in the
• Tracking Application Fees
Application to
Municipality.
Inspection and Re -
Certificate
inspection for Permitted
Receiving applications and processing them
Work and Closing of a
through to approval, generating permits,
Permit
completing inspections, and issuing certificates
• Certificate Issuance
• Mobile application
(Inspections) [(additional)]
• Tracking of Periodic
Inspections on
Parcels/Occupants
• Detailed Inspection
Checklists with relation to
Ordinances
To identify areas of public assembly and certify
Printouts detailing checklist
compliance with all Municipal & state codes
items and ordinance
Periodic
pass/failure
Inspections
To track Inspections that have to be done on a
scheduled basis for public safety, fire safety or
Dashboards to track
health
inspections
• Bulk Reminder Letters for
upcoming inspections
• Tracking of inspection
related fees
COMMUNITY
DEVELOPMENT
SOLUTIONS to September z3,zoz1
of
• Identifying and Verifying
Code Violation
• Issuing Notice of
Code To identify violations, issue tickets and prescribe Violation/Order to Remevy
Enforcement reparations (fees & timeframe for compliance) 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. CourtSummons
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.
COMMUNITY
DEVELOPMENT
SOLUTIONS
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September 23, 2021
To identify, approve, track, and monitor planning
• Processing Application
and zoning changes/enhancements to parcels in
the Municipality
• Application Approval Tasks
Planning and
and Meetings
Zoning
Receiving applications for planning and Zoning
Applications
related items such as variances or subdivision and
• Tracking Application Fees
processing them through to approval. As well as
tracking related meetings, tasks, escrow and bond
• Tracking Project Escrow and
accounts
Bond Accounts
COMMUNITY
DEVELOPMENT
SOLUTIONS
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September 23, 2021
City of Laurel, Montana
COMMUNITY
DEVELOPMENT
SOLUTIONS tz September z3,zoz1
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• Creating Assets and setting
up recurring Inspections for
Assets
• Tracking Data fields for
Assets
• Detailed Inspection
Checklists
Assets and
Tracking assets such as signs, fire hydrants, park
• printouts detailing checklist
Inspections
benches, and inspections related to the assets
items pass/failure
• Dashboards to track Assets
• Bulk Reminder Letters for
upcoming inspections
• Tracking of inspection
related fees
• Mobile application
(additional)
• Creating, assigning, and
tracking one off Work Order
Items
• Tracking stockpiles of time
and material used for Work
Order Completion
• Setting up Recurring
Functionality to create, assign and track Work
Maintenance items for third
Work Orders and
Orders and/or Maintenance items on various
parties
Maintenance
parent entities
• Dashboards to track Work
Orders and Maintenance
• Bulk Reminder Letters for
upcoming maintenance
items
• Tracking of related fees
• Mobile application
(additional)
COMMUNITY
DEVELOPMENT
SOLUTIONS tz September z3,zoz1
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of Laurel. Montana
COMMUNITY
DEVELOPMENT
SOLUTIONS to September 23, zort
• Identification, Verification
and Notification of Vacant
or Abandoned Properties
• Activity to Resolve Vacancy
Identified on a Property
Application,
To identify, track, & monitor vacant properties in
0 Verification and Registration
the Municipality.
of Property and Landlord
To identify, register, and monitor Rental Properties
Vacancy and
in the Municipality
• Detailed inspection
Landlord/Rental
Checklists items related to
Registration
To identify rental units in the Municipality and
Ordinance codes that allow
certify compliance with all Municipal and state
to indicate exact
area
codes
of rentr
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
• Receiving license
applications
• Issuing licenses
Track and manage professional contractor licensing
and/or Workman's Compensation Insurance --
• Processing license renewals
Licensing
including renewals, validation, and applications.
Management
• Approval reviews
This also includes Clerk managed licensing options,
such as Dog/Cat, Liquor, Game of Chance, etc.
• Bulk letter generation of
license expirations
• Fee tracking related to
licensing
COMMUNITY
DEVELOPMENT
SOLUTIONS to September 23, zort
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.
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
IRv COMMUNITY
a„ DEVELOPMENT
NEU SOLUTIONS
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of Laurel, Montana
• 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
September 23, 2021
City, of Laurel,. Montana
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
3�COMMUNITY
� DEVELOPMENT
Man SOLUTIONS
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September 23, 2021
of Laurel, Montana
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.
Uununumii
DEVELOPMENT
SOLUTIONS to September z3,zoz1
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Montana
SAMPLE IMPLEMENTATION TIMELINE
• Discovery - Gather Legacy Data, Workbook Completion, Print Outs, Review Current Software and Reports
• Initial Configuration - Legacy Data Conversion, Initial Workbook Configuration and Printouts built out in system
• Process and Data Review- Review Legacy Data in Municity 5 and Walk -Through Initial Process Configuration, make
build decisions with customer project team
Testing and Rework -Cleanup and fixes to data and processes based on feed back from previous phase, end user
process testing
• Training and Go -Live -All Users complete online training, Trainer onsite for One -On -One Support, Final Data
Conversion and Go -Live
• Go -Live Project Support -Following Go Live Regularly Scheduled meetings to review Issues changes and then transfer to
helpdesk
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
COMMUNITY
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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.
COMMUNITY
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SOLUTIONS to September 23, 2021
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City of Laurel, Montana
INVESTMENT DETAIL & OPTIONS
Prices noted for setup, configuration, training, and other services are valid for 3 months from the date of
this proposal.
Municity 5 / Web -hosted Users
Subscription
Annual Municity5 Site Subscription unlimited
Annual Municity5 Mobile 3
Subscription
Total Annual SaaS
Stages—Municity5
Departments
POW
Municity 5 POW Implementation
Building,
-Application to
(set-up, configuration, templating,
Public Works
Certificate
etc.)
- Code
Enforcement
-P&Z
Applications
- Periodic
Inspections
Municity 5 Training (Remote —3.5
days, On -Site — 2 days)
Data Migrations: none scoped
Integrations — none scoped
Municipal Code Import — n/a
Year 1 Year 20 Year
$5,000 $5,150 $5,305
$600 $600 $600
$5,750 $5,905
Year 1 Year 20 Year
$24,000 - -
$8,100
OAfter 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.
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City of Laurel, Montana
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.
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of Laurel, Montana
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://cros.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.
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 far 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
�Man,
COMMUNITY
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of Laurel, Montana
Phase 5: $6,420 (20%) of the total services price shall be invoiced after Phase 5 —Training and Go -live
• Customer eligible fora 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.
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of Laurel, Montana
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):
Optional Component(s), if offered and selected:
Estimated Total Investment:
$ 37,700
+ $ 6,420*
$ yy . \2o
*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
in -the, prmercc q
Of - -9yo
Title:
Date:
YELLOWSTONE COUNTY
L4
GENERAL CODE, CMS, LLC
M
Title:
Date:
In the Presence of:
Title:
Date:
1. Sign the Proposal
2. Fax or email the Authorization & Agreement Section only to: ICCCDS@aeneralcode.com • fax (585) 328-8189
3. Mail the signed Proposal to General Code at: 781 Elmgrove Road • Rochester, NY 14614
Upon request General Code can sign and mail a copy of this agreement back to the Municipality for its records.
�� COMMUNITY
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September 23, 2021
Montana
APPENDIX A - MUNICITYTm RECOMMENDED MINIMUM SPECIFICATIONS
Workstations:
Processor
Minimum Intel i5 orequivalent 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.
i\X COMMUNITY
R„ DEVELOPMENT 24 September 23, 2021
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City of Laurel, Montana
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 municitvsupport@aeneralcode.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
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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
COMMUNITY
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City of Laurel, Montana
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
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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 Topics
TIME
9am Intro to Municity
loam Licenses, Contacts and
DAY 1 Occupants
DAY 2
DAY
1pm Application Process
9am Code Enforcement
Process
AUDIENCE
All Municity Users
Users who need to interact with
Licenses, Contacts or Occupants
Break
Users who need to interact with
Planning and Zoning Applications
Users who need to interact with
the Code Enforcement Process
Break
fpm Application to Certificate User who need to interact with
Process Building Applications
9am Periodic Inspections and Inspectors and users needing to
Mobile schedule inspections
Break
Ipm Reporting, Dashboards Super Users interested in learning
and Console more about these items
Day 4 - Live with Municity 5
CONFERENCE ROOM
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
TIM,COMMUNITY
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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
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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
COMMUNITY
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APPENDIX D - REFERENCES AND TEAM INFORMATION
INFORMATIONCUSTOMER REFERENCE
Customer Information
a
Company/Organization Name
City of Schenectady
a
Company Address
105 Jay Street, Schenectady, NY 12305
a
Contact Name and Position
Lisa Adamyk, Principal Audit Clerk
a
Phone Number
518-382-5199, x5357
a
Email Address
LAdamvk@schenectadynv.gov
a
Contact Name and Position
John Coluccio, Signal Superintendent
a
Phone Number
518-382-5065
a
Email Address
JColuccioCuschenectadyny.gov
a
Website Address (if available)
htty://www.cityofschenectadv.com
a
Solutions/Systems Installed, Implementation
Timeframe and Sequence
Municity 5, Mobile inspectors, Municity
Connect
Demographic Information
Dates(s) Solution/System Installed
a
Company/Organization Size
80 Users
a
Solutions/Systems Installed, Installation
Timeframe and Sequence
Municity 5
e
Dates(s) Solution/System Installed
2019
INFORMATIONCUSTOMER REFERENCE
Customer Information
a
Company/Organization Name
City of Greenfield
a
Contact Name and Position
Mark Snow, Fire/Building/Zoning Inspector
& Code Officer
a
Company Address
14 Court Square, Greenfield, MA 01301
a
Phone Number
413-772-1404
a
Email Address
mark.snow@greenfield-ma.gov
a
Website Address (if available)
https://greenfield-ma.govL
a
Company/Organization Size
33 users
a
Solutions/Systems Installed, Implementation
Timeframe and Sequence
Municity 5, Mobile inspectors, Municity
Connect
a
Dates(s) Solution/System Installed
2019
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CUSTOMER•
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
I 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.borou&Lemmaus.pa.us
•
Company/Organization Size
30 users
•
Solutions/Systems Installed, Implementation
Timeframe and Sequence
Municity 5
•
Dates(s) Solution/System Installed
2019
COMMUNITY
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CUSTOMER• •
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)
httos://www.cityofroseburg.ora/
Demographic Information
• Company/Organization Size
25 Users
• Solutions/Systems Installed, Installation
Timeframe and Sequence
Municity 5
• Dates(s) Solution/System Installed
2018
COMMUNITY
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of Laurel. Montana
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.
GENERAL 781EIm rove Road Rochester New York 14624
Maloiveio°Nr grME
� saunas (800)836-8834 • (585)328-1810
FAX (585) 328-8189
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 httv://cros.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 26t^, 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 $TBD
Total Annual Subscription Price $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:
kv COMMUNITY
K„ DEVELOPMENT 34 September 23, 2021
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City of Laurel, Montana
(Please See Following Page for Scope Change description and Signature)
DESCRIPTIONS OF PROGRAMS OF WORK OR SCOPE CHANGE INCLUDED IN THIS CHANGE
ORDER:
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
Name
�� COMMUNITY
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September 23, 2021
City of Laurel, Montana
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.
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a„ DEVELOPMENT 36 September 23, 2021
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