--:Dude
- ) Solutions
PREPARED FOR
City Of Placentia
Andrew Gonzales
Sr. Planner
401 East Chapman Avenue
Placentia, CA 92870
PREPARED BY
Dude Solutions
11000 Regency Parkway, Suite 400
Cary, NC 27518
PUBLISHED ON
October 07, 2021
Software for Smarter Operations
dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518 ATTACHMENT i
5 Dude
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Software for Smarter Operations
Q-254277
This SOW has been defined to leverage DST's experience, while optimizing the use of resources, thereby maximizing cost efficiencies on behalf of Client.
Based on our current understanding of the complexity and scope of this effort and the expected involvement of the DSI team resources, the current estimated Fixed Price for this engagement is shown in the Investment table. This estimated cost breakdown is as follows:
Pricing is based on...
Subscription
Initial 36 months Subscription
Item
Start Date
End Date
Investment
SmartGov - Enterprise
SmartGov Connector BlueBeam
SmartGov Connector ECM-
Laserfiche
SmartGov Connector Financial
SmartGov Connector Merchant
12/1/2021 11/30/2024
12/1/2021 11/30/2024
12/1/2021 11/30/2024
12/1/2021 11/30/2024
12/1/2021
11/30/2024
Invoice
Total:
The Subscription invoice for initial 36 months will be issued upon acceptance of the Order Form. Subsequent Subscription Invoices will be sent annually.
114,295.15 USD
2,857.38 USD
2,857.38 USD
2,857.38 USD
2,857.38 USD
125,724.67 USD
Implementation & Services
SmartGov Custom Implementation
Workflow template customization
Fees Configuration
General Config
Map Connector Configuration
dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518 8,550.00 USD
4,037.50 USD
1,900.00 USD
950.00 USD
Total: 36,216.38 USD
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Parcel Connector Configuration
Portal Configuration
Virtual Training
Project Management
Existing Merchant Connector Configuration
Laserfische Connector Configuration
Financial Export Connector Configuration
Custom Reports
Blue Beam Connector Configuration
Software for Smarter Operations
2,375.00 USD
950.00 USD
4,275.00 USD
4,723.88 USD
1,140.00 USD
2,375.00 USD
1,900.00 USD
1,900.00 USD
1,140.00 USD
Total: 36,216.38 USD
Year 4 Subscription - 2.5% increase
Year 4 Total
12/1/2024 11/30/2025
44,020.87 USD
Year 5 Subscription 2.5% increase
Item
Start Date
End Date
Year 5 Total
12/1/2025 11/30/2026
45,121.38 USD
Five Year Total : 251,083.32 USD
The above level of effort and associated pricing is based on the SMARTGOV package selected by City Of Placentia and is subject to change based on defined client requirements that may be discovered during project delivery. Any identified project scope or requirements changes will be addressed via DSI Change Control Authorization ("CCA") process.
dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518 ATTACHMENT 4
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Software for Smarter Operations
dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518
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Introduction
Dude Solutions, Inc. ("DSI") is pleased to submit this Statement of Work ("SOW") to City Of Placentia for SmartGov Professional Services. SmartGov streamlines permitting, planning/zoning, Inspections, code enforcement, and business licensing, providing efficiency for your jurisdiction and enhanced customer service for your citizens. The package City Of Placentia has chosen for implementation of SmartGov will be implemented using proven processes and methodologies managed by an experienced project manager dedicated to delivering a successful project.
DSI looks forward to the opportunity to deliver these services and the ever -lasting development of a strong business partnership.
Custom Implementation and Features
The Custom Implementation leverages best practices but includes wide flexibility in Dude assisted customization. It is based on our pre -configured settings to streamline your setup but allows full access to modify your final configuration.
With Custom, you get access to the Full Software and your features include:
s
Custom
All Modules (Permitting, Licensing, Code Enforcement, Recurring Inspections) Public Portal
Custom Fee Codes (across all modules)
Custom Fields (across all modules)
Departments associated with Templates and Inspection Types (e.g., Building Safety and Construction, Planning and Zoning, etc.)
156 Standard Reports and Output Documents
Unlimited (Additional Fee
Custom Reports and Output Documents
Required)
Included
Included
Included
Unlimited
Unlimited
Included
Pre -configured Inspection Types (109 across all modules) Included Pre -configured Submittal Types (140 across all modules) Included Pre -configured Workflow Steps (152 across all modules) Included Unlimited (Additional Fee
Additional Inspection Types Required)
dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518
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Custom r
Additional Submittal Types
Additional Workflow Steps
Unlimited (Additional Fee
Required)
Unlimited (Additional Fee
Required)
Mobile App (Android and iOS) Included
Pre -configured Templates and Workflow (77 templates across all modules) Included Additional Templates and Workflow
Case number formatting
Users
With Custom you will get access to the following Services:
Unlimited Unlimited
(Additional Fee Required)
Customized
Unlimited
Service
Custom
Project Management
Public Portal Configuration
Custom Code References
Custom Condition Setup
Custom Field Configuration
Department Customization
Fee/ Financial Setup
jurisdiction Specific Settings (Time zone, Holidays, etc.) Inspection Types Additions
Template and Workflow Customization
Template and Workflow Additions
User Setup and Security
dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518 Per Agreement
Self-service or Per
Agreement
Included
Unlimited
Unlimited
Included
Per Agreement
Included
Per Agreement
Per Agreement
Per. Agreement
Included
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Please talk with your account representative to determine timing for your Custom Implementation.
Planning, Initial Set Up & System Level Configuration
As part of the General Configuration Dude Solutions will:
• Create your database with our defaults
• Load your users with Dude standard permissions (provided in Dude input sheet) • Load your Code ReferencesNiolation types (provided in Dude input sheet) • Load up to 20 additional custom attributes/details (not associated with fees) • Load your logo
• Provide access to 156 reports/output documents (see list) Provide ongoing access to our Virtual Classroom Training classes Workflow Template Customization
CD-WT10 Dude will add up to x10 custom process templates across all modules (Permits/Licensing/Code Enforcement/Recurring Inspections) until your product readiness date or 12 months after purchase whichever comes first.
Financial Setup and Fees Pages
Based on your fee schedule Dude will:
• Setup your fee code calculations
• Load your FMS/GL Codes (provided in Dude input sheet) • Load your Valuation table (provided in Dude input sheet or ICC table) • Setup your fixture costs (if needed)
• Load your custom attributes / details as required for your fee calculations Public Portal Configuration Setup
The Dude will customize your Portal by:
• Linking your logo
• Exposing all permits/business licenses that you want your citizens to have access to • Will advise on best practices and load your custom verbiage into the available fields • Provide the access URL to add link to any needed jurisdiction web pages dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518 ATTACHMENT i
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Parcel Connector Setup
Software for Smarter Operations
Dude will configure EITHER a Delimited Parcel Job OR ARCGIS Parcel Job on behalf of the customer • Delimited File - A delimited file may be uploaded to the job at runtime or may be made available to the job via FTP using anonymous access or a username and password_ The delimited file option supports a single address for each individual parcel.
• Parcel Layer - A parcel layer must be accessible by URL through an ESRI REST service. A secondary address -only layer may also be provided for parcels that have more than one address. The layer(s) must be publicly accessible and may be secured with a username and password.
The configured parcel job will be available for the customer to run on -demand. If using the ARCGIS option or a delimited file that is accessible via FTP, the job may also be scheduled to run on a consistent basis (e.g., daily, weekly, monthly, etc.).
Map (GIS) Connector Setup
The Dude will connect to your supported ESRI Map Service secured by a publicly trusted certificate issued by a Certificate Authority.
The clients Map Service must be publicly accessible and require no user authentication of any kind. The Map Service must include a parcel layer with a designated field having parcel numbers that exactly match those provided in the Parcel Connector source data (this layer may be the same as that provided for the Parcel Connector if no authentication is required for access). Support for Feature, Tiled, and Web Map Services is not included.
Custom base maps are not supported. Base maps from the ESRI base map library will be available for use.
Financial Connector Setup
The Dude will customize the configuration of the export to match your financial system input needs. These customizations could include:
• Additional data fields
• Altered order of column information
• Alternate delimiter or fixed width formatting
Merchant Service Connector Setup
The Dude will setup our connector to your merchant vendor (from our authorized list of vendors). dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518
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The client will need to provide the relevant linking information for the Dude to complete the setup. These will often include connection URLs, Login IDs, and Transaction Keys.
The Dude cannot get this information on the client's behalf due to security and privacy concerns.
Digital Markup Tool Setup
The Dude will setup our connector to Bluebeam.
Dude will provide training on how to check documents in and out but will not provide training on other Bluebeam software components.
This does NOT include a subscription to Bluebeam or training on how to use the Bluebeam software and this must be purchased separately from that vendor.
• Bluebeam Studio Prime is the only edition of Studio that is compatible with the SmartGov integration.
• The SmartGov integration is compatible with all 3 Revu editions Laserfiche Setup
The Dude will setup our connector to Laserfiche.
This connector allows file attachments in SmartGov to be stored within an Enterprise Content Management (ECM) system. The Laserfiche integration was built in compliance with Content Management Interoperability Services (CMIS) standards.
Customer must have the Laserfiche CMIS Gateway installed and configured for the desired repository and be able to provide a browser binding URL that SmartGov can reach from the cloud.
There are three Secured Functions that control access to the Laserfiche configuration options:
1. AdminjurisdictionBlobProvider - Allow user to all Enterprise Content Management (ECM) settings and mappings
2. Admin.JurisdictionBlobProvider.ConfigureCMlSConnection - Allow user to configure CMIS connection settings
3. Admin.JurisdictionBlobProvider.ConfigureECMTemplates -Allow user to configure metadata template mappings
Custom Reports
dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518
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The Dude will build a report that has been designed and scoped by the client and provided as a PDF or Word that represents a version of the final output of the report.
We will do a maximum of 2 revisions. Any additional revisions will require the purchase of an additional custom report.
Virtual Training
The Dude web -based training will train up -to 10 client users in a "train -the -trainer" format.
The training agenda will be agreed upon by the consultant and the client lead and is designed to provide the client team with an interactive experience in the software to facilitate an understanding of the utilized parts of the software.
All attendees must have attended the required Virtual Classroom Trainings (VCT's) prior to attending this training. The consultant and PM will inform you of the classes that are required.
This training can span a 2 -week period, provided in 3.5 hour sessions to meet client needs but will not exceed eight sessions. Once the team has been trained on all utilized sections of the software the training is complete.
Change Control Authorization Process
Any changes to the defined scope will require a signed Change Order by the client. This Change Order will outline the additional work required and costs associated with the change. It will also include estimated changes to your launch schedule that must also be approved. dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518
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Appendix
Software for Smarter Operations
Parcel Configuration Setup
Parcel source data (delimited file or parcel layer) must include the following fields, at a minimum:
• Parcel Number
• Primary Situs Address
• Primary Situs City
• Primary Situs State
• Primary Situs Zip Code
• Owner Name
• Owner Street Address
Owner City populated for USA addresses only
Owner State populated for USA addresses only
Owner Zip Code populated for USA addresses only
International Indicator with a value of "Y" for any owner address outside of the USA International line including the full regional equivalent of the city, state and zip code for any owner address outside of the USA
Inclusion of the following additional fields is recommended:
• Parcel center point latitude in decimal degrees
• Parcel center point longitude in decimal degrees
If using a secondary address layer with the ARCGIS Parcel job, the address layer must contain the following fields:
• Parcel Number
• Secondary Situs Address
• Secondary Situs City
• Secondary Situs Zip Code
Inclusion of the following additional fields is recommended for the secondary address layer:
• Address point latitude in decimal degrees
• Address point longitude in decimal degrees
Map (GIS) Connector Setup
The following base maps are currently included (subject to change):
Imagery
• Imagery Hybrid
• Streets
• Topographic
• Navigation
• Streets (Night)
• Terrain with Labels
Light Gray Canvas
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Dark Gray Canvas
• Oceans
• National Geographic Style Map
• Open Street Map
• Charted Territory Map
• Community Map
• Navigation (Dark Mode)
• Newspaper Map
• Human Geography Map
• Human Geography Dark Map
• Modern Antique Map
• Mid -Century Map
• Nova Map
• Colored Pencil Map
• Firefly Imagery Hybrid
• USA Topo Maps
Software for Smarter Operations
Financial Connector Setup
By default, financial extract jobs are pre -configured and the included configuration of the Receipt Extract job will produce a comma -delimited file with the following data points:
Receipt Number
Receipt Date
• FMS/GL Code
• Fund
GL Account
• Fee Amount Paid
• Fee Code Name
Permit/License/Case Number
• Payer Name
The included configuration of the Receipt Extract - FMS/GL Summary job will produce a comma -delimited file with the following data points:
• FMS/GL Code
• Fund
• GL Account
• Fee Amount Paid
The file output of the financial extract may be written to the customer's FTP site, if desired, to facilitate automated external processing of the file. The customer may request the use of an alternate delimiter if a comma is not acceptable.
The financial extract job may be run on demand or scheduled to run on a consistent basis (e.g., daily, weekly, monthly, etc.). Companion reports designed for reconciliation and extract verification are also available. dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518 ATTACHMENTi
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Blue Beam Connector Configuration
Bluebeam Software is comprised of a document management component, known as Studio, and a client -side application, Revu. Each component has three (3) editions with various features.
Bluebeam Studio is the repository for Bluebeam Projects and Sessions. Only one license/subscription is required for each jurisdiction. It is available in the following editions:
Bluebeam Studio Prime (Compatible with SmartGov) - Cloud -based (allows third party integrations with the Bluebeam Studio API), additional Bluebeam cost • Bluebeam Studio (Not Compatible with SmartGov) - Cloud -based, included with the Bluebeam Revu user license at no additional Bluebeam cost
Bluebeam Studio Enterprise (Not Compatible with SmartGov) - On -Premises Bluebeam Revu is the client -side software that provides the tools necessary to review and mark up documents. This software must be installed on each client computer that will be used to perform review and mark up tasks. Revu is available in the following editions:
Revu Standard (Compatible with SmartGov) - Standard tool set Revu CAD (Compatible with SmartGov) - Includes all of the standard tools, along with plugins for 2D and 3D PDF creation
• Revu eXtreme (Compatible with SmartGov) - Includes all of the standard tools and CAD plugins, with additional features like Optical Character Recognition (OCR) and batch processes.
The Revu user license includes access to Bluebeam Studio, but Bluebeam Studio is not sufficient for integration with SmartGov. Each SmartGov user that will be checking projects in and out of Bluebeam or performing review and mark up tasks must also be a member of the Bluebeam Studio Prime account, dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518
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Proposal terms
Proposal has been prepared for City Of Placentia ("Subscriber') Proposal expires in sixty (60) days
Order Form terms
Software for Smarter Operations
This Order Form and its Services are governed by the terms of the Dude Solutions, Inc. Master Subscription Agreement found at bttps'Uwww duliesoltitimnssorn ter (13,ttpsliwymstud.e.solutions.com/terrnsi ("Terms"), unless Subscriber has a separate written agreement executed by Dude Solutions, Inc. ("DSI") for the Services, in which case the separate written agreement will govern. Acceptance is expressly limited to these Terms. Any additional or different terms proposed by Subscriber (including, without limitation, any terms contained in any Subscriber purchase order) are objected to and rejected and will be deemed a material alteration hereof. • The Effective Date of the Agreement between Subscriber and DSI is the date Subscriber accepts this Order Form.
• During the Term, DSI shall, as part of Subscriber's Subscription Fees, provide telephone and email support ("Support Services") during the hours of 8:00 AM and 6:00 PM EST, Monday through Friday, excluding New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, day after Thanksgiving, Christmas Eve and Christmas Day ("Business Hours"), except Community Development Services, where Business Hours means 5:00 AM - 5:00 PM PST. • Acceptance of this Order Form on behalf of a company or legal entity represents that you have authority to bind such entity and its affiliates to the order, terms and conditions herein. If you do not have such authority, or you do not agree with the Terms set forth herein, you must not accept this Order Form and may not use the Service.
Additional informatiom
Prices shown above do not include any taxes that may apply. Any such taxes are the responsibility of Subscriber. This is not an invoice. For customers based in the United States, any applicable taxes will be determined based on the laws and regulations of the taxing authority(ies) governing the "Ship To" location provided by Subscriber. Tax exemption certifications can be sent to accountsreceivable@dudesolutions cam(mailto-aecountsrecp)ya151e@dudesoluiinns am). • Billing frequency other than annual is subject to additional processing fees. • Please reference Q-254277 on any applicable purchase order and email to as countsreceiva [email protected]_irriailto:[email protected]) • Dude Solutions, Inc. maintains the necessary liability coverage for its products and professional services.
Proof of insurance can be provided upon request.
dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518 ATTAC H M ENT1 i
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Signature
Presented to:
Q-254277
October 07, 2021, 1:48:40 PM
Accepted by:
Printed Name
Signed Name
Title
Date
Software for Smarter Operations
dudesolutions.com 11000 Regency Pkwy #400 / Cary, NC 27518 ATTACHMENT1