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Home My WebLink AboutResolution No. R21-134RESOLUTION NO. R21-134 A RESOLUTION OF THE CITY COUNCIL AUTHORIZING THE MAYOR TO SIGN AN AMENDMENT TO THE 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 Amendment to the previously approved 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 Amendment to the Agreement on behalf of the City. Introduced at a regular meeting of the City Council on December 28, 2021, by Council Member Sparks. PASSED and APPROVED by the City Council of the City of Laurel this 28`h day of December 2021. APPROVED by the Mayor this 28th day of December 2021. T OF LAUREL melie Eaton, Mayor ATT Bet any &g&lerk-Treasurer Approved to f Sam S. Painter, Civil City Attorney R21-134 Approve Amendment to the Agreement with Community Development Solutions for Software and Services for Public Works and Building Department 1 Ar ;wwz I TRi.: IM -M Ari, Is 1 Ar ;wwz I TRi.: IM -M p -tv Is 1 Ar I TRi.: IM -M p -tv ICC City of Laurel, Montana CONTENTS Customer Needs And Requirements.........................................................................................................3 MunicityProduct Overview......................................................................................................................4 Stage 1—Municity 5 1 mplementation....................................................................................................... 5 Municity5 Programs of Work.................................................................................................................11 Stage 2—OPTIONAL: Municity Connect Implementation......................................................................17 OPTIONAL: Municity Connect Programs of Work...................................................................................18 InvestmentDetail & Options..................................................................................................................25 Authorization& Agreement....................................................................................................................28 Appendix A - MunicityTM Recommended Minimum Specifications......................................................... 31 Appendix B - General Municity Service Level Agreement...................................................................... 32 Appendix C — Municity training Example................................................................................................ 35 Appendix D — References and Team Information...................................................................................38 AppendixE — Sample Change Order.......................................................................................................41 :,),n—COMMUNITY a„ DEVELOPMENT SOLUTIONS -1,.. 2 September 30, 2021 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 • Planning and Zoning Applications • OPTIONAL COMPONENT: Municity Conned (specific POW to Connect listed below) • Application Submit/Pay • Inspection Requests • Issue/Complaint Reporting 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? • Laserfiche o Is there legacy data that needs to be converted and imported into Municity 5? • TBD Data Center/Servers COMMUNITY DEVELOPMENT SOLUTIONS September 30, 2021 of Laurel. Montana 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 SOL 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. The Municity Cloud � MrBbVO Wn[4Y5 Muia�V Y�•�l W[I . I . 4unixy(dweat Ci�nn bu COMMUNITY DEVELOPMENT q September 30, 2021 SOLUTIONS of Laurel, Montana 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. Permit Wizard for: 563 06 125 Type:. _ Status'. Permit Number - v RENOVATION - INTERIOR PENDING E,eei Applkent nermr Aumber Application Date. Permit Date. EXPlratlon Date: Assigned To 12/1812017 .3 Perm, Dam 3 12/17/2018 ra - : Group M: Construction Cost: Square Footage: ResldentlalICOrnmerclal Group R _, 10000 >Puare Fosse= Resldenpal Descnpuon IOtthen rMab. New sink counter mps, Natures. New tine Eorgaszmve. Owner / Tenant/ Applicant Rima . Rite Me. E,eei Applkent Oelete WIIRemI Me[1Mwt OWNER We Copper conneam- Add Fees? amirrugun i Type- - Descrebon Amount pab Oat, Paid Pay Type 01eh= 1 Sax Fee 1% 35 ✓ 12/162017 Anes Remod._. 820-0300-18181 1L'8201; .. Total Due: $2S,02S.00 Total Paid: $25.025.00 Add Inspections? leepeObn Type so bete start rme NIIDay Insoedtar ROUGH -N X EIERNKALROUGn X R-UMeING ROUGH X COMMUNITY DEVELOPMENT SOLUTIONS Famely Ga Q*WUC Municity 5 — Permit Creation Wizard 5 September 30, 2021 of Laurel. Montana 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). 111 1 R xn R+ Row x,.m R+nwmnusw G5 1R�e� p wm�o R wauw.�4mes �m�NrR .,, ene uo.m eW Hit— ❑ esu, r.+.aw,�.N�.N waauroom j] fsb m,aN.y� �, 4�,u.pons R fsu. wau�N�rw� �co�wk R fsN sn R ese r�„y Wo�45 R if4u NMl R nw NW4R,m A u., wen R cuNse.m COMMUNITY DEVELOPMENT SOLUTIONS A..gcs.nm Wdc ®®a■ September 30, 2021 of Laurel, Montana 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. i Qii �.' I� a �^ �Illlll�; eancc aFcown.uVr ill a dd Sflr[xi < MY[�An . x n.. il,.l.:il ..) S ��'w. M M UIIWRUIIN ® GIS Sn w Sn soc.sm W—�Re C.%� -- ,y( n �connai la +i xa n ss a � u fl G ainnoe,e samr CwYWR �.�arf MW> r cxma.n ® ia—,rr �rysr `i.Y�rr�n,ri wo.aWaae �CSarY01 .; / , �Luq�RfWru �WWw ,/ u v„ .5. u'.e:aeti.�eMw�dl R—m •� / Melnlwiwon a a`� .� p WpYi Imam.: ox ox x�a,.os v. ..,`•"w ♦.mmrn x t.0 warKa: a�oxx�a5.os RM 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. COMMUNITY DEVELOPMENT SOLUTIONS rmarycewmrm.cx+suc [A e.,w.�M wu y:.. m �'w...wm rnwaw ®n.• ... imam Media eancc aFcown.uVr cl® vovam..�fla� ,Duan .�...en q% soc.sm W—�Re C.%� ,y( .F[.a..u.m.....r,4Y....—.�rJ Aa«r.�.—u....... .wW _. 'W.W �aWrr.s�sfm«,itibr fl CwYWR �.�arf MW> r ia—,rr �rysr `i.Y�rr�n,ri u,Wwalr— I.r..Y.rwr.�r rr.syr�iw .5. u'.e:aeti.�eMw�dl Melnlwiwon Ibrie: �tllrwMtl,tldmH auoNw'ymNlOxi�N�65C4. Imam.: ox ox x�a,.os v. ..,`•"w t.0 warKa: a�oxx�a5.os RM Municity 5 Complaint—Notice Printout 7 September 30, 2021 of Laurel. Montana 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 sideshow, 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. d 6�5 0. a[6 -law _Y r.,n�+- -nc. „ u - .µI -`,I., GIS x Add Dr., Nsa Variarce PENDING 6028E ,,nq pro c ymrx6 ryumganM UR U..., Lq lire Miuslmml PENDING 56G IO B31 Wo,e[r �CakMx Cara iesl Lpunaaujddam t PENgNG 62x1 Pa.. Way Prejm u DaNhued ;d,. Glen SWdilsian Suhlmvdl-Mina PENDING 6563 B.IDavood Or Pr e y EMgS Mrke's Lor Udy Mljuv_ LOL Ude MfUUMIm L DENIED 65. PasePlrrre Dr Prgerl My NE. Mouse Nex Cod4.'.n PENDING 8123 N"INcW Rd Prujert '3 NOMFzans My SlNcd, ldd Sutden. Mafia PENDING 5M Br,o!,E eRd Project "PaPnr6 Ae Nw N Corryv.0 PENDING 62W Pabv Way P'ddt �Cmgle Nex'rawnz i(+Yn$ PENDING 62W PaViots Way Project t RerrlMPrs P'g Wl .0-AdfyAmmt PENDING 6506 PndMzdn AW Pro Rz Rlaos Barter 5lvp Use Vxaae PENDING 65]UIusM°^e Dr PrgerL �WCR, SImN Road P o,e Lw Uraaalj et PENDING Bdd,Mlle Rd Pr ♦empla[� rest Mea Varurce PENDING 6fSL Pcplar Or Pr.) rl vxrc5 ,ary Municity 5 - Dashboard 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 • Resolved Complaints / Violations COMMUNITY DEVELOPMENT SOLUTIONS ky"*��=6 • Inspections Completed • Overdue Inspections • Fees Collected • Unpaid Fees • Ad hoc reporting 8 September 30, 2021 of Laurel. Montana Additional custom reports available for an additional fee. 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 k COMMUNITY a„ DEVELOPMENT Man SOLUTIONS • create compiamts, 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 30, 2021 • 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 10 of Laurel. Montana September 30, 2021 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/enhancementsto 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 compliance with all Municipal & state codes • Printouts detailing checklist Periodic items and ordinance Inspections To track Inspections that have to be done on a pass/failure scheduled basis for public safety, fire safety or health • Dashboards to track inspections Bulk Reminder Letters for upcoming inspections • Tracking of inspection related fees COMMUNITY DEVELOPMENT Man SOLUTIONS �am Wuc September 30, 2021 of Laurel,_ Montana 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 Planning and Zoning Applications 1. App Approval Letter 2. App Denial Letter 3. Board Meeting Letter COMMUNITY DEVELOPMENT 12 September 30, 2021 Baia SOLUTIONS F. y*�uc • 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 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 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 Planning and Zoning Applications 1. App Approval Letter 2. App Denial Letter 3. Board Meeting Letter COMMUNITY DEVELOPMENT 12 September 30, 2021 Baia SOLUTIONS F. y*�uc City of Laurel, Montana 4. Escrow Transactions 5. Additional Escrow Fund needed OPTIONAL PROGRAMS OF WORK FOR INCLUSION IN THE PROJECT* *POW not included can be added at a later date via Municity Change Order form. Functionality to create, assign and track Work Work Orders and Orders and/or Maintenance items on various Maintenance parent entities Included Base Documents/Print Outs per Program of Work Workorder Management 1. Receipt 2. Invoice • 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 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 �ca Wla 13 September 30, 2021 City of Laurel, Montana COMMUNITY DEVELOPMENT SOLUTIONS 14 September 30, 2021 • Creating Assets and setting up recurring Inspections for Assets • Tracking Data fields for Assets • Detailed Inspection Checklists Assets and Tracking assets such assigns, 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) • Identification, Verification and Notification of Vacant or Abandoned Properties • Activity to Resolve Vacancy Identified on a Property To identify, track, & monitor vacant properties in Application, the Municipality. . Verification and Registration To identify, register, and monitor Rental Properties of Property and Landlord Vacancy and in the Municipality • Detailed inspection Landlord/Rental Registration To identify rental units in the Municipality and Checklists items related to certify compliance with all Municipal and state Ordinance codes that allow codes 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 COMMUNITY DEVELOPMENT SOLUTIONS 14 September 30, 2021 of Laurel, Montana Included Base Documents/Print Outs per Program of Work Assets and Inspections 1. Inspection Results Document 2. Reminder Letters Vacancy and Landlord/Rental Registrations 1. Receipt COMMUNITY DEVELOPMENT SOLUTIONS is September 30, 2021 rnm Ge Wl *GMsuc • 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 • Online permit applications • Inspection requests • Review personal inspection Public Facing Portal - Citizens can apply for permits, status request inspections, grab mailing list for abutter notices and more Review personal inspection Connect history Recommendations of appropriate programs of Receive complaints work, integrations and any other general recommendations should be noted at this point. . Receive requests for new licenses (not renewals) • Vacancy and landlord registrations Included Base Documents/Print Outs per Program of Work Assets and Inspections 1. Inspection Results Document 2. Reminder Letters Vacancy and Landlord/Rental Registrations 1. Receipt COMMUNITY DEVELOPMENT SOLUTIONS is September 30, 2021 rnm Ge Wl *GMsuc City of Laurel, Montana 2. Invoice 3. Inspection Results Document 4. Renewal Reminder License Application/Renewal Management 1. License 2. Renewal Reminder 3. Receipt 4. Invoice COMMUNITY DEVELOPMENT SOLUTIONS ie September 3o,zou rmm.yc�wad.pusu;: City of laurel, Montana STAGE 2 - OPTIONAL: MUNICITY CONNECT IMPLEMENTATION MUNICITY CONNECT: Municity Connect module makes available to the public via the Internet information relating to the parcels, permits, inspections, complaints, variances, planning projects, etc. Optionally, web users can submit applications for a new permit, lodge a complaint or request an inspection. Municity Connect — Parcel Selection Some Features of Municity Connect: • View all Parcel Information through a web browser (content determined by the municipality). • Apply for Permits On -Line.* • Upload documents. • Pay fees. • Track status of an application through the review process. • View status of permits (inspection progress). • File a complaint. • Request an inspection. • Apply for a license. • Apply for a registration. • Apply a title search. • User specific dashboard. * Note: check and credit card fees may apply. If interested in utilizing this feature, General Code will provide an additional proposal. ,�� COMMUNITY Rik DEVELOPMENT 17 September 30, 2021 man SOLUTIONS �aaaauc OPTIONAL: MUNICITY CONNECT PROGRAMS OF WORK Allows the Public to submit application request, check the status of the application, and pay fees Application related to the application'. They can also track the Submit/Pay status of their permit and its related Inspections and once all work and inspections are completed apply for a certificate. The Public can track inspections they need to Inspection complete and request time slots to schedule Requests inspections once they are ready. The municipality can then review all requests and confirm times. of Laurel. Montana Public application submittal • Online Fee Payments' • Public Tracking application approval tasks • Public ability to print documents • Public View Inspection Status • Public Apply for Certificates • Internal Dashboards to track and approve submitted applications and payments • Base Documents that can be sent to the Public • Public Inspection Time Slot Requests • Internal ability to set timeslots based off inspection types or departments • Internal ability to block off particular days • Internal Dashboards and other tools to track inspection requests ' Requires that the Municipality have a contract with an Integrated Payment Processor. These Contracts and any associated fees are the sole responsibility of the customer. Please contact Sales rep for most recent list of integrated processors or to request a quote to build an integration COMMUNITY �„ DEVELOPMENT 18 September ao,2021 SBU SOLUTIONS Issue/Complaint The Public can submit issues with descriptions and images for the Municipality to review and Reporting determine next steps. Included Base Documents/ Print Outs per Program of Work Application Submit/Pay: 1. Application Approval Letter 2. Application Denial Letter Inspection Request Documents 1. Appointment Confirmation Letter 2. Appoint Denial Letter Issue/Complaint Reporting 1. Receipt of Request Letter City of Laurel, Montana • Base Documents that can be sent to the Public • Public Issue Submittals • Internal Dashboards to review Submittals and convert them to Work Orders or Complaints for follow-up • Base Documents that can be sent to the Public PROGRAMS OF WORK NOT OPTIONED FOR THE PROJECT* *POW not included can be added at a later date via Municity Change Order form. Vacancy and Landlord/Rental Registration Submit/Pay The public can submit Registration requests for new vacancy registration or register new rental properties. They can also complete fee payments for new and existing registrations' COMMUNITY �„ DEVELOPMENT in SOLUTIONS 19 • Public can submit registration forms for Newly Vacant Properties or New Rental Properties • For Rental Properties the Public can identify Tenants • Pay Fees for new Registrations or complete payments on existing items' • Public can track the status of Tasks or Inspections related to their registrations • Internal Dashboards September 30, 2021 of Included Base Documents/ Print Outs per Program of Work Vacancy Landlord Rental Registration Submit/Pay: 1. Registration Approval Letter 2. Registration Denial Letter 3. Renewal Invoice Letter' License Application Submit/Pay 1. License Approval Letter 2. License Denial Letter 3. Renewal Invoice Letter' ' Requires that renewal fees be manually added to Registration in Municity 5 by Municipality or that renewal fees are static for each renewal COMMUNITY a„ DEVELOPMENT 20 September 30, 2021 EMU SOLUTIONS F."�Uc new submittals and payments • Base Documents that can be sent to the Public • Public submittal of New License Requests The public can submit requests for new licenses, . Public can print License License provide documentation and pay fees related to Application these new requests or renewal fees once they have Documents Submit/Pay been created by the municipality.' The Public can Online Fee Pay' print or reprint copies of their license. • Base Documents that can be sent to the Public Included Base Documents/ Print Outs per Program of Work Vacancy Landlord Rental Registration Submit/Pay: 1. Registration Approval Letter 2. Registration Denial Letter 3. Renewal Invoice Letter' License Application Submit/Pay 1. License Approval Letter 2. License Denial Letter 3. Renewal Invoice Letter' ' Requires that renewal fees be manually added to Registration in Municity 5 by Municipality or that renewal fees are static for each renewal COMMUNITY a„ DEVELOPMENT 20 September 30, 2021 EMU SOLUTIONS F."�Uc 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 MUNICITY IMPLEMENTATION & TRAINING PROCESS COMMUNITY DEVELOPMENT 21 September 30, 2021 SOLUTIONS F..�Ii of Laurel, Montana 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. �9 COMMUNITY Ig„ DEVELOPMENT 22 September 30, 2021 �U� SOLUTIONS �=ac of Laurel. Montana SAMPLE IMPLEMENTATION TIMELINE • Discovery -Gather Legacy Data, Workbook Completion, Print Outs, Review Current software and Reports 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 DEVELOPMENT 23 September 30, 2021 SOLUTIONS F..,*�axcvsuc of Laurel. Montana 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. mm0 COMMUNITY k DEVELOPMENT RXX anal SOLUTIONS 24 September 30, 2021 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 Stage 1— Municity 5 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: TBD Data Server Integrations —Lase rfiche Municipal Code Import— n/a Year 1 Year 20 Year $5,000 $5,150 $5,305 $600 $600 $600 750 55,905 Year 1 Year 2%F Year $30,000 - - $8,100 - $6,000 - - $1,675 $180 $186 UAfter 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. r1� COMMUNITY DEVELOPMENT 01a% SOLUTIONS knnryly Cm_v.N f,Me CMSLLC 25 September 30, 2021 ❑ OPTIONAL COMPONENT— PROGRAM OF WORK ADD ON Additional Municity 5 Program of Work POW Implementation (set-up, configuration, templating, project management, printout/report development, etc.) ➢ Work Order Maintenance Municity 5 POW Training (Remote .5 days) Total Cost for ❑ OPTIONAL COMPONENT — Municity 5 / Web -hosted Subscription Annual Connect Subscription Stage 2 — Municity Connect Municity Connect Implementation & Training (Remote Training Only) [one-time set-up for building database, processes, & training] Users Year 1 unlimited $1,500 Departments POW Building -Application $18,000 Inspection, Submit/Pay Planning & - Inspection Development, Requests Police, - Issue/Complaint Finance Reporting The base Municity subscription license charges support the following: City of Laurel, Montana $6,000* Included with project Year 2%F Year 3m $1,545 $1,591 • 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. • Scope of Data Migration does not include: COMMUNITY DEVELOPMENT 26 September 30, 2021 man SOLUTIONS .,,..geenyco Wuc City of Laurel, Montana o Cleaning of any corrupted or duplicate data o Integration of legacy data into workflow or reports. o Logs of data changes o Migration of any data into the workflow (i.e., pending or completed signoffs, fee steps, document issuance, inspections). 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. COMMUNITY DEVELOPMENT man SOLUTIONS -,'"�uc 27 September 30, 2021 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 Add-on for Additional Program of Work* $6,000 Work Orders and Maintenance $6,000 Municity Connect Implementation and Training incl. in main *Note—if selected, amount will be added to the Year I Services Implementation Cost and billinq terms will b ❑ Optional Add-on for Municity Connect $19,500 Annual Core Connect Subscription $1,500 Estimated Annual Recurring 2nd Year Forward: $1,545.00* *COLA increase applied Municity Conned Implementation and Training $18,000 ❑ Optional Contingency Fund for Scope Changes (20% of Services) $9,120 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 on 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 ($45,600) Phase 1: $2,280 (5%) of the total services price shall be invoiced after Phase I - Discovery completion COMMUNITY DEVELOPMENT SOLUTIONS 28 September 30, 2021 /*m*ryfmYCod uc City of Laurel, Montana • Customer eligible for a 5% discount $114 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: $9,120 (20%) of the total services price shall be invoiced after Phase 2 - Initial Configuration. • Customer eligible for a 5% discount $456 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: $11,400 (25%) of the total services price shall be invoiced after Phase 3 — Process and Data Review • Customer eligible for a 5% discount $570 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: $9,120 (20%) of the total services price shall be invoiced after Phase 4 — Process and Data Review • Customer eligible for a 5% discount $456 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 Phase 5: $9,120 (20%) of the total services price shall be invoiced after Phase 5 —Training and Go -live • Customer eligible for a 5% discount $456 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: $4,560 (10%) of the total services price shall be invoiced after Phase 6 20 Days after Go -live. If optional component is selected: Municity Connect: $18,000 (total of the services) will be invoiced per it's specific Project Phases* below: ➢ Phase 1- Discovery - 5% ➢ Phase 2 - Initial Configuration - 25% ➢ Phase 3 - Process and Data Review - 25% ➢ Phase 4 -Process Testing and Rework - 25% ➢ Phase 5 -Training and Go -live -20% *Municity Connect project stage begins after the Municity 5 project stage goes live. The kickoff of the Connect project will be scheduled at the request of the Municipality, whenever their team is prepared to move forward. COMMUNITY DEVELOPMENT inn SOLUTIONS �ca Muc 29 September 30, 2021 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): $ 51,375 Addt'l Program of Work Optional Component(s), if selected: + $ 6,000 Municity Connect Optional Component(s), if selected: + $ 19,500 Contingency Find Optional Component(s), if selected: + $ 9,120* Estimated Total Investment: $ C' *Contingency fund is for upon after change order review These funds will not be invoiced unless they are needed and agreed CITY OF TUREL, YELLOWST COUNTY, MONTANA /y B In the Presence of: Title: 4 Title: 1 Date: JO/ Date: GENERAL CODE, CMS, LLC M Title: Date: In the Presence of: Title: Date: 1. Sign the Proposal 1. Fax or email the Authorization & Agreement Section only to: ICCCDS@oeneralcode.com • fax (585) 318-8189 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 DEVELOPMENT SOLUTIONS .,,,�ryr mwxuusuc 30 September 30, 2021 City of Laurel, Montana APPENDIX A - MUNICITY m 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 I 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, iCS, 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. COMMUNITY DEVELOPMENT SOLUTIONS 31 September 30, 2021 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 municitysuoport@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 COMMUNITY all DEVELOPMENT 32 September 30, 2021 atm SOLUTIONS ��dc City of Laurel, Montana 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 �-` DEVELOPMENT 33 September 30, 2021 SOLUTIONS Aan" em'f Wuc 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 COMMUNITY DEVELOPMENT Elan 34 September 30, 2021 City of Laurel, Montana 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 3 1pm Application Process Sam Code Enforcement Process 1pm Application to Certificate Process Sam Periodic Inspections and Mobile 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 User who need to interact with Building Applications Inspectors and users needing to schedule inspections Break 1pm 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 COMMUNITY DEVELOPMENT SOLUTIONS F.m*�aauc 35 September 30, 2021 of Laurel. Montana 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 COMMUNITY DEVELOPMENT SOLUTIONS 36 September 30, 2021 F.4 �aCroe suc City of Laurel, Montana 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/PermitWizard 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 DEVELOPMENT tember30,zozl 37 September P of Laurel. Montana APPENDIX D - REFERENCES AND TEAM INFORMATION CUSTOMER REFERENCE INFORMATION Customer Information • Company/Organization Name City of Schenectady • Company Address 305 Jay Street, Schenectady, NY 12305 • Contact Name and Position Lisa Adamyk, Principal Audit Clerk • Phone Number 518-382-5199, x5357 • Email Address LAdamvk@schenectadvnv.gov • Contact Name and Position John Coluccio, Signal Superintendent • Phone Number 518-382-5065 • Email Address JColuccio@schenedadvnv.gov • Website Address (if available) http://www.citvofschenectady.com • Solutions/Systems Installed, Implementation Timeframe and Sequence Municity 5, Mobile inspectors, Municity Connect Demographic Information Dates(s) Solution/System Installed • 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 7„ 7v10 COMMUNITY DEVELOPMENT man SOLUTIONS 38 September 30, 2021 of Laurel, Montana 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 jhaines@auburnny.gov • Website Address (if available) httos://www.auburnnv.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 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.borougt.emmaus.La.usZ • Company/Organization Size 10 users • Solutions/Systems Installed, Implementation Timeframe and Sequence Municity 5 • Dates(s) Solution/System Installed 2019 \� �U SOLUTIONS COMMUNITY R-` DEVELOPMENT gg September 3o,zozl of Laurel, Montana CUSTOMER REFERENCE Customer Information 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.citvofrosebur¢.or&Z Demographic Information • Company/Organization Size 25 Users • Solutions/Systems Installed, Installation Timeframe and Sequence Municity 5 • Dates(s) Solution/System Installed 2018 �� COMMUNITY DEVELOPMENT KIRU SOLUTIONS 40 September 30, 2021 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 PM LIN II1 781 Elmgrove Road, Rochester, New York 14624 �� D°f OP`"' (800)836-8834 • (585)328-1810 SOLUTIONS FAX (585) 328-8189 MUNICITYTM 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://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 26`h, 2021 Programsof Workor 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: COMMUNITY � DEVELOPMENT MMSOLUTIONS r�Wuc Contact Name: 41 September 30, 2021 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 Name �� COMMUNITY DEVELOPMENT aM� SOLUTIONS .,„—....... 1 11 .� 42 Date September 30, 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 Municityl 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. V COMMUNITY B-` DEVELOPMENT 43 September 30,2021 � u� SOLUTIONS rmr.ryceIONS suc