©2020 Ricoh USA, Inc.
EXECUTIVE OVERVIEW
RICOH HIGHER EDUCATION
We are one of the largest document management solutions providers in the world and are one of the most trusted and experienced higher education partners in the industry. When you choose to work with us, you’re getting a business partner who understands your challenges and can bring in a dedicated team of experts that can work as an extension of your university administration and provide true collaboration, flexibility and scalability – the expertise required – exactly when it is needed. This approach gives you outside expertise and full strategic control.
Due to the unique requirements of higher education, Ricoh has created a strategic focus specifically to support the higher education market in the U.S. The following are key facts about Ricoh’s Higher Education program and organization.
HIGHER ED
EXPERIENCE
Ricoh has been solving our customers’ problems with creative and innovative ideas for more than 75 years. In this new world of work, we continue to innovate and enhance the student, faculty, and administrative experience. We leverage our expertise and the processes refined in service to over 2,000 Higher Education clients. We build optimal solutions for colleges and universities with unique challenges in servicing an ever changing environment and student population. These solutions are all designed to make information work for colleges and universities across the country.
SERVICE DELIVERY
Ricoh understands the importance of having in-depth knowledge of the culture, academic environment, technology platforms and common challenges in higher education to be a relevant business partner. We have a team of resources with higher education expertise.
Our experience allows us to establish consistent service delivery across all geographic regions by sharing best practices with our field sales professionals, solution design consultants, implementation and project management services and field operations.
AREAS OF EXPERTISE FOR HIGHER EDUCATION
Ricoh is the ideal partner for a college or university since across our areas of expertise we have improved experiences for students, faculty and/or administrative staff at other colleges and universities across the U.S. In working with the higher education industry, we have determined the key business areas that our customers consistently identify as needing our support: Consulting Services, Campus Mail, Campus Print, Consulting Services
Campus Mail / Packages
Campus Print
Student Lifecycle
Campus Technologies
Campus IT Services
Business Workflows
Teaching & Learning Technologies
Environmental Sustainability
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©2020 Ricoh USA, Inc.
CUSTOMER EXPERIENCE & CONTINUOUS IMPROVEMENT
RICOH SERVICE EXCELLENCE
Ricoh has been a trusted partner with the University of California System campuses for almost 20 years.
Throughout this time we have helped build strategies that address each campuses objectives, departmental needs and provide expertise to ensure maximum efficiency with minimum organizational disruption. A comprehensive solution can then be built, that not only applies innovative technology, but also leverages world-class service, including provider expertise and proven best practices. Ricoh has trademarked this process, called Ricoh Service Excellence SM to ensure consistent delivery. This proprietary methodology focuses on five fundamental areas: Customer Analysis and Solutions, Implementation Process, Operations and Best Practices, All-Star Employee Systems, and Customer Strategy and Communication. The composition of each area is illustrated in the following diagram. Customer Analysis and Solutions: We capture your needs and translate them into innovative solutions using industry leading technology and measured service levels
Implementation Process: We design and manage the implementation process
Operations and Best Practices: We leverage nationally validated operations and best practices for higher education
All-Star Employee Systems™: We consistently develop and motivate employees to deliver world-class service
Customer Strategy and Communication: We regularly update your document strategy to maintain alignment with your objectives The methodology is unique in how we:
Translate institutional needs into cost-justified solutions using innovative technology and measurable service levels
Design and manage the implementation process
Build on nationally validated standards and best practices for higher education Consistently develop and motivate employees to deliver world-class service Consult to ensure alignment with your overall Strategic Plan So, what are the key benefits to you?
Customized Solution: We build a strategy customized to higher education, your needs and your requirements
Easily Measured Results: We give you full visibility to our real-time metrics to drive peak performance
World-Class Customer Service: We recruit customer-centric and dedicated site professionals
Strategic Partnership: We are focused on adapting to your changing institutional objectives, industry practices and new technologies
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Press, Blog — May 1, 2020
Anajet, Inc. to merge
into Ricoh Printing
Systems America, Inc.
on June 1, 2020
Anajet, Inc. officially becomes direct-to-garment printing division of Ricoh Printing Systems America, Inc. Customer support, products, and services to remain the same.
TUSTIN, CA, May 1, 2020 – Ricoh Printing Systems America, Inc. (“RPSA”), a Delaware-incorporated company announces that on April 30, 2020, its Board of Directors has resolved to merge its wholly-owned subsidiary Anajet, Inc., a California-incorporated company, in an absorption-type of merger (the “Merger”), effective as of June 1, 2020 as follows.
1. Purpose of the Merger
As Ricoh Company, Ltd. (RCL) has been conducting a reorganization of the North America DTG business, RCL has decided on the Merger to pursue greater efficiency in management of subsidiaries. The Merger allows for more efficient synergies among Ricoh divisions, reduced overhead, and more streamlined work processes through consolidation of the division’s management team.
2. Summary of the Merger
(1) Timeline
Merger resolution by the Board of Directors — April 30, 2020 3395
Date of the Merger agreement — April 30, 2020
Date of the Merger (the effective date) — June 1, 2020 (planned) (2) Merger method
Short-form merger of the parent company, RPSA, absorbing its whollyowned subsidiary, Anajet, pursuant to Delaware Corporation Code § 253.
Anajet, Inc. will be dissolved as of the merger date.
(3) Allotment of shares and other assets upon the Merger Not applicable
(4) Treatment of stock acquisition rights and bonds with stock acquisition rights of the merged companies
Not applicable
3. Outline of the Companies Subject to the Merger
4. Situation After the Merger
RPSA’s trade name, address, name and title of representative, nature of business, share capital and fiscal year-end will remain unchanged after the Merger.
5. Future Outlook & Impact on Customers
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As the Merger involves a merger of RPSA’s wholly-owned subsidiary, the impact of the Merger on RPSA’s consolidated financial results will be minor. All products, services, warranties, company contact information, and business hours remain the same, with Anajet’s full Technical Support and Customer Care teams available to provide regular services. A list of Frequently Asked Questions designed to address customer concerns is available: https://anajet.com/merger.
Contact
Brad Fletcher
Ricoh Printing Systems America, Inc.
[email protected]
For product related inquiries, please contact [email protected]
About Ricoh
Ricoh is empowering digital workplaces using innovative technologies and services enabling individuals to work smarter. For more than 80 years, Ricoh has been driving innovation and is a leading provider of document management solutions, IT services, commercial and industrial printing, digital cameras, and industrial systems.
Headquartered in Tokyo, Ricoh Group operates in approximately 200 countries and regions. In the financial year ended March 2018, Ricoh Group had worldwide sales of 2,063 billion yen (approx. 19.4 billion USD).
For further information, please visit www.ricoh.com
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News Release
Ricoh strengthens digital workplace capabilities
with DocuWare acquisition
TOKYO, Japan – July 2, 2019 – Ricoh Company, Ltd., (Tokyo, Japan) today announced a definitive agreement to acquire DocuWare, a leading provider of Content Services software.
Headquartered in Germany and the United States, DocuWare provides cloud and on-premise document management and workflow automation software to over 12,000 customers in more than 90 countries across the globe through a network of 600 partners.
David Mills, Corporate Senior Vice President, Ricoh Company Ltd, says: “We are intent on building a thriving business which meets the growing need of companies around the world to digitise their businesses and workplaces, wherever they may be. We see a strong demand from our customers to maximize the value of their documents and business content to support their growth. The agreement we have made with DocuWare, which has a market-leading, cloud-first content services offering, is a hugely significant step in meeting that need. We are delighted at the additional capabilities we will be able to offer current and new customers.” Ricoh has a long-term existing partnership with DocuWare, and employs its software both internally in its own operations and with existing customers. Mills adds: “DocuWare takes the pain and cost out of business processes, helping reduce human error and, importantly, improve business efficiency to free-up valuable employee time. Our ambition at Ricoh is to ‘empower digital workplaces'. What that means in practice, is connecting people to information faster and more conveniently, improving communication and creativity; the synergy between Ricoh and DocuWare speaks directly to this ambition. DocuWare will operate as a standalone subsidiary of Ricoh and we are committed to maintaining and growing its hugely successful partner programme, through expanding its channel network and investing in further product development. DocuWare already seamlessly integrates with our new IM C series of multifunction printers, through Ricoh Smart Integration, providing customers with a simple, secure way of scanning documents and feeding them directly into a highly effective, intelligent workflow process.”
Mills continues: “As a long-time partner, Ricoh understands the power of DocuWare's channel to deliver document management and workflow automation solutions to customers. Ricoh wants to strengthen and grow this route to market and is committed to helping and learning from DocuWare and its management team.
Dr. Michael Berger and Max Ertl, presidents of DocuWare, summarise: “DocuWare has a bold growth plan, and that includes enabling current and future partners with leading document management and workflow automation technology. Having Ricoh as a strong investor and 3398
owner gives us the certainty that we can achieve our goals and continue to be a reliable, trustworthy and innovative provider for the entire DocuWare partner and customer community.”
Ricoh has been investing in digital workplace services by growing both organically and through acquisition. The acquisition of DocuWare is in line with Ricoh's strategy to grow its digital workplace transformation offering.
The deal with DocuWare is expected to close over Summer 2019, subject to receiving clearance from the relevant competition authorities in Germany and Austria and completion of other customary closing conditions. Following completion of the deal, DocuWare will operate as a subsidiary of Ricoh with Dr Michael Berger and Max Ertl remaining as presidents. 3399
Q 20. *Upload a separate document that you create labeled “References” and provide references from three (3) public higher education institutions of comparable scope and scale as the UC (other than UC) currently using your service. For each reference, state contact name(s), email and telephone numbers together with a brief description of the nature of services provided.(Upon successful qualification, UC may contact some or all of these references to better understand your services and performance levels) University of Kentucky
Craig Locke / Associate Director, Procurement Automation (859) 257-2964 / [email protected]
Clemson University
Lori Brierre / Director of Strategic Operations
864-656-3629 / [email protected]
University of Louisville (Health Centers)
Steve Amsler / VP of Operations
(502) 588-6000 / [email protected]
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University of Kentucky
University of Kentucky Saves Big with
Massive Document Management Overhaul
ABOUT THE CUSTOMER
The University of Kentucky (UK) is a large public university in Lexington with nearly 30,000 students in a sprawling campus setting that includes a medical campus, multiple hospitals and dozens of clinics and outreach programs. The university nurtures an environment where academic growth and learning takes precedence throughout the entire community.
As a result, it continually strives to partner with innovative leaders with advanced technologies such as Ricoh to enhance efficiencies—and enrich lives.
CHALLENGE
The University of Kentucky produces about 130 million print impressions annually.
As a result, it spends about $6.7M annually for direct print costs, comprising hardware purchases, supplies, leases, maintenance, personnel and more. The subsequent toll of such a massive workload adversely affects the environment, too.
A cross-functional team comprising representatives from the university’s administrative, academic and medical areas was formed to find output solutions that could reduce printrelated operating costs and minimize energy consumption. “We knew we needed to centralize and standardize our document management,” said the University of Kentucky Associate Director of Purchasing. “But, the situation was worse than we thought. We were alarmed when we began to learn more about the existing environment and inefficient processes.”
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Study
education
“As a community, we’re
committed to improving
efficiencies throughout the
campus. It’s clear we’re poised
to make a significant impact
through the Ricoh MDS
program.”
– Associate Director
of Purchasing
University of Kentucky
Challenge
l Too many under-utilized devices
from multiple vendors
l Decentralized procurement
and management processes
l Excess waste, energy
consumption
l Inefficient tracking processes
SOLUTION
l Ricoh Managed Document
Services
• Clear, concise procurement
strategy
• Centralized network control
• Onsite assessments to identify
most suitable devices
RESULTS
l Projected to save more than
$22M over the next 6 years
• Helped reduce energy
consumption
• Standardized equipment
and supplies
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The task was daunting. Many areas had more devices
than people. In fact, the problems were so extensive that it was impossible to determine the true number of devices or usage patterns. It was estimated that the university had as many as 10,000 print devices—from 33 unique
manufacturers—deployed throughout the campus.
Inefficiencies in the procurement process led to
unnecessary purchases as well as the wrong type of
equipment. As a result, there were 632 types of output
devices with more than 1,000 unique supply needs. Some
devices were overworked while others remained dormant.
The team worried that the existing situation was too
complicated to implement a managed print strategy.
It issued an RFP hoping that a vendor was up to the
challenge. A group of 12 respondents was narrowed down
to four finalists. Ricoh—already a significant presence on campus for more than 20 years—was among them.
SOLUTION
Each of the four RFP finalists were asked to provide an assessment using its standard methodologies for a specific area of the campus. University decision-makers were
impressed with Ricoh’s analysis as well as its suggestions in its follow-up proposal.
“Ricoh listened to us, which I believe helped them get to the actual source of the problems,” said the Associate
Director. “Plus, it helped them customize strategies and solutions to acutely address specific areas of concern. It’s obvious that they have experience accommodating the
unique needs of higher education.”
Ricoh was chosen to implement its Managed Document
Services (MDS) strategy. A 20-person team was deployed
to the UK campus to streamline operations, standardize
equipment and supplies and simplify processes for staff, faculty and students. The team provides preventive
maintenance, repairs, software upgrades as well as
installation and training.
Each new device is procured after Ricoh conducts a
strategic onsite needs assessment to determine which
types of devices can accommodate the unique demands
of the area and its users. The devices are networked,
so activity can be tracked remotely to expedite
maintenance for the entire fleet. Additionally, many
devices, including those in student labs and libraries, offer user authentication controls for easier chargeback management and to prevent unauthorized use.
“Each area has an approved list of products to choose
from,” said the Associate Director. “Standardization makes procurement more manageable. Even if things change,
everything from services to consumables to monitoring can be handled much more efficiently.”
RESULTS
Each department is on a price per impression plan—with
monochrome output priced differently than color output.
In return, participants receive a wide range of digital multifunction devices, printers and copiers, guaranteed service level response times, usage activity reports and simplified billing processes. In addition, the plan is with a single vendor with standardized terms to minimize
inconsistencies.
An incremental rollout was planned. Word spread quickly and willing participants for the pilot program came
from all areas of the campus. An extensive waiting list comprising many departments is eager to implement the
new MDS strategies.
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Study
3402
“Early response has been fantastic,” said the Associate Director. “As a community, we’re committed to improving efficiencies throughout campus. It’s clear we’re poised to make a significant impact through the Ricoh MDS
program.”
The Associate Director noted that the program includes
several eco-friendly features that complement the
university’s initiative to promote more sustainable
operations. All of the new devices include default
duplexing to reduce paper waste. A recycling program
has been introduced to minimize landfill waste.
Additionally, the university is pushing document
distribution through email and paperless faxing to
reduce operating costs even more.
“We want to find solutions that are more convenient for users and better for the community,” said the Associate Director. “This implementation is the first step, but
we will continue to look for other opportunities. For
example, we’re planning to introduce mobile printing to accommodate a more active, agile user base.”
More departments are joining the MDS program and
momentum has surged. Projections call for 706 million
pages of output over the next six years. In fact, early analysis indicates that the university could save more
than $22 million over the next six years of the contract.
CS-161-RIC ©2013 Ricoh Americas Corporation. All rights reserved. Ricoh® and the Ricoh logo are registered trademarks of Ricoh Company, Ltd. All other company names, product names and trademarks are the property of their respective owners.
www.ricoh-usa.com
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3403
Clemson University
How Ricoh helped Clemson overhaul print and mail—and generate $2.5M in new revenue.
ABOUT THE CUSTOMER
As one of the most selective public research universities in the U.S., Clemson is committed to world-class research and a high quality of life. They are ranked the 23rd best national public university by U.S. News & World Report, providing diverse opportunities for their 21,000 students in South Carolina, the U.S. and beyond. And more than 90 percent of senior students say they’d choose Clemson if they had to do it all again.
CHALLENGE
• Outdated mail services that didn’t meet 21st Century needs for fast, efficient delivery
• Digital printing was frequently outsourced, with no fixed cost control • Inefficient, costly campus-wide print environment
• Higher package volumes that increased pickup wait times Clemson’s 50-year-old mail center hadn’t kept up with the times. Mail was sorted and delivered to university staff scattered throughout the campus. Students retrieved their mail and packages at 8,000 dedicated onsite mailboxes with combination and key locks.
Clemson knew they needed to overhaul their mail services to keep up with the increased number of packages received from online shopping.
Additionally, there was no on-site commercial printing since Clemson had disbanded their on-site print shop years ago. Professors, staff and students were forced to outsource higher-end digital printing to commercial printers throughout the state without fixed cost controls.
Furthermore, rising costs and a lack of a single purchasing process put Clemson’s decentralized campus printing infrastructure in the spotlight. Each department purchased its printing equipment under a general framework set by the administration—resulting in an unknown number of devices throughout campus with varying model numbers. There was also little campus-wide tracking of print costs, volumes and usage. It was time to identify new revenue streams and reduce costs in all three areas—mail service, production print and the campus printing environment.
Case
Study
Higher Education
“Ricoh said they wanted us to
print less and here’s how we’ll
help you do it and you’ll save
money.”
– Mike Nebesky
Procurement Director
Clemson University
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RESULTS
• Over $500,000 in documented savings, more
than $2.5 million in new revenue
• New revenue offset nearly 90 percent of the
print and mail services
• Reduced package retrieval wait times from
40-plus minutes to just over one minute
• Reduced the number of print device
manufacturers
• Increased efficiency, further reduced costs with
business process improvements
Clemson’s mail, production print and campus-wide
printing environments have undergone a complete
transformation—while generating over $500,000 in
documented savings and $2.5 million in revenue to offset almost 90 percent of the cost of print and mail services.
Package wait times for students have dropped from
40-plus minutes to an average of just over a minute.
Mail volume has diminished and package volume has
surged—making 8,000 student mailboxes obsolete. In
addition, plans are in the works to design and build a new, modernized, size-appropriate student post office.
Widespread savings have been achieved through the
campus-wide printing program. Clicks and print volumes
have declined, duplex and black-and-white default printing are on the rise, and less paper and energy are consumed.
Initially, some employees were hesitant to embrace the
new print environment. Ricoh overcame resistance through change management and ultimately helped everyone
understand the benefits of migrating to lower cost print devices or just printing less.
Business process improvements across a wide range
of administrative departments have further increased
efficiency and reduced costs for Clemson. One solution
includes automating the university’s accounts payable
process. Now, all invoices sent by mail are received at the mail services location, where our team opens and quality checks each document, and then scans them to Ricoh’s
Advanced Document Capture Services team for imaging.
Once processed, the images are uploaded and assembled
in e-procurement software for automatic processing
and payment.
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in documented savings
$500,000
in new revenue
$2.5 million
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Ricoh USA, Inc. 70 Valley Stream Parkway, Malvern PA 19355 | 1-800-63-RICOH CS-265-RIC ©2018 Ricoh USA, Inc. All rights reserved. Ricoh® and the Ricoh logo are registered trademarks of Company, Ltd. All other trademarks are the property of their respective owners. The content of this document, and the appearance, features and specifications of Ricoh products and services are subject to change from time to time without notice. Products are shown with optional features. While care has been taken to ensure the accuracy of this information, Ricoh makes no representation or warranties about the accuracy, completeness or adequacy of the information contained herein, and shall not be liable for any errors or omissions in these materials. Actual results will vary depending upon use of the products and services, and the conditions and factors affecting performance. The only warranties for Ricoh products and services are as set forth in the express warranty statements accompanying them. www.ricoh-usa.com Learn more about Ricoh Services and Solutions or contact us
HOW WE DID IT
• Implemented Ricoh’s Mail Services, Production
Print Services and Managed Document Services
• Took over the onsite student post office plus
mail processing and distribution, added a
print shop with modern print and online job
submission technology
• Assessed campus print environment, gauged
number of printers/models in use, tracked
volumes and costs
• Phased out inefficient print devices, installed
smaller, more energy-efficient MFPs
• Managed all break/fix for the fleet as well as
consumables
Ricoh proposed a broad plan encompassing three of our
Managed Services to overhaul mail, production print
and document services. To make print and mail services
especially attractive, we devised a cost containment
program and generated new revenue streams to offset
our management fee as much as possible—to achieve a
net zero cost for Clemson. To make the print infrastructure and managed document services more appealing, we
implemented a trade-in incentive program to help them
print less and save money—just the customer-centric
approach Clemson wanted.
For mail services, we brought in eight full-time employees to run the student post office and handle all daily mail processing and delivery to campus staff. We implemented new electronic kiosks to reduce wait times for packages and made operating hours more convenient for students.
We also implemented electronic notification to alert
students when they had mail or packages. No longer
tied to the USPS, we were able to offer various payment methods and new “best way” shipping options to
students. And allotted space in the mail center allowed for digital production print technology—making it a one-stop destination for mail or print.
To bring visibility to the campus print environment, Ricoh assessed more than 3,000 printers on campus—with more
than 450 different model numbers—and discovered the
vast majority were non-networked devices. We tagged
all devices with numerical identifiers and installed
intelligent print management software to track usage
by device and department. Clemson discovered they
were producing more than 42 million prints per year and spending more than necessary on obsolete, unused
toner. We installed smaller, more energy-efficient MFPs and single-function printers to save space and decrease overall print costs. Ricoh also assumed control of all break/fix on the entire fleet as well as consumables management
and replenishment.
“We didn’t want just another
print provider on campus. We
wanted a place where people
could go to get questions
answered.”
— Mike Nebesky
Procurement Director
3406
University of Louisville Hospital
Saving Money through Managed Document Services
ABOUT THE CUSTOMER
University of Louisville Hospital is a modern 400-bed acute and trauma care hospital that is part of University of Louisville Health Care, the region’s leading academic medical center — a comprehensive medical treatment, research and services organization. University of Louisville Hospital is a general medical and surgical hospital located in Louisville, Kentucky.
The hospital employs over 3,400 clinicians and staff, and provides non-reimbursed services to the community in excess of $60 Million.
CHALLENGE
University of Louisville Hospital was undergoing an enterprise-wide implementation and transition of its health information management system while at the same time looking to better utilize its printing and faxing capabilities in a way that complemented their electronic health record (EHR) strategy. The health information management (HIM) department was inundated with a backlog of paper patient records. They saw the need for a more efficient solution for not only the faxed medication orders, but also for the multifunction device downtime that was significantly impacting the information technology department’s workload and adversely affecting staff satisfaction. Forms were being handwritten and lacked consistency.
Solution
IT Department — Ricoh worked with the hospital IT department to assess the situation to determine the best optimization of the hospital’s print and fax devices, keeping in mind the opportunity to better utilize their capabilities in support of the healthcare IT and EHR initiatives. The hospital and the Ricoh team took a look at workflow and opportunities to improve efficiency and return on investment of their printer and fax fleets. Staff time, printer and fax device utilization, downtime and placement were reviewed. The team also determined opportunities for upgrading devices with software solutions to improve multifunction capabilities and complement the needs of the hospital information system in order to contribute to EHR initiatives. Through the assessment, a plan was developed to optimize multifunction device management and outsource fleet management to Ricoh.
Case
Study
healthcare
Challenge
l Better management of paperbased pharmacy orders
l Standardized forms management
l MFP issues, printer management,
and downtime
l High volume of paper and high
staff turnover
SOLUTION
l Document management
solution
l Outsourced MFP and printer
management to Ricoh staff
l Imaging of the final patient
record
l Print on demand solution
RESULTS
l Total contract term savings of
more than $1 million
l Increased customer satisfaction
with MFP and printer fleet
management and HIM staffing
The financial savings over the
contract term was in excess
of $1.6 million, increasing
substantially over five years.
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HIM Department — In the HIM department, Ricoh and
the HIM management team lead by the Director of HIM,
developed standardized processes and procedures to
improve workflow and turnaround of patient record
management. Prior to the launch of the EHR, Ricoh
provided services such as file room management that
provided efficiencies to a paper intensive world, tackling such projects as loose sheet filing. As a trusted partner, Ricoh was selected to assist in the imaging efforts for the launch of the EHR. The HIM department was set up with
staff available 24/7 with three shifts and a total of 22 FTEs.
Ricoh’s record management solution was implemented and
electronic patient records documents are included in the final electronic medical record in the hospital’s information system.
Service Center and Fleet Management Solution —
Ricoh staffs and manages mail services and the hospital service center which produces all hospital forms. The
multifunction devices and printers are covered seven days a week by Ricoh staff, freeing hospital IT staff to manage the EHR implementation and operations. A contingency
plan was created for the Critical Care departments and
other nursing floors to keep patient care and patient
documentation flowing. This includes “Hotswap” units
and rerouting document printing and scanning to alternate areas in the hospital if a device is not working properly. In the event of the hospital information system being down, patient information can still be accessed and printed.
Pharmacy Department — A new workflow process
was created in the pharmacy for medication orders.
Instead of printing paper faxes which were later converted to electronic documents, an electronic scan solution
captured the medication orders electronically, storing the electronic documents in folders to be accessed by the
pharmacy information system. This process complements
the hospital’s computerized provider order entry (CPOE) which is still gaining adoption by physicians. The process also serves as a backup when the CPOE system is down.
Results
The new processes and addition of Ricoh staff increased staff satisfaction, allowing them to focus more time on patient care. The hospital describes Ricoh as “out of the box” thinkers and continues to maintain a collaborative partnership to evaluate continuous improvement. In
working together, University of Louisville Hospital and Ricoh used in-depth analysis which combined both
companies expertise to find the best solutions for the
hospital. This brought greater efficiency in hospital
operations and an improved workflow in many areas of
the hospital.
The financial savings over the contract term was in excess of $1.6 million, increasing substantially over five years.
The hospital and Ricoh continue to track processes and
improve workflows wherever possible.
CS-64-RIC © 2012 Ricoh Americas Corporation. All rights reserved. Ricoh® and the Ricoh logo are registered trademarks of Ricoh Company, Ltd. All other company names, product names, and trademarks are the property of their respective owners.
www.ricoh-usa.com
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3408
University of California
Ricoh Acct. Management Team
Ricoh Partner Executive - Renaud Rodrigue; 25 years with Ricoh; 10 years supporting UC UC North Client Executive – Kathleen Carr; 30 years with Ricoh, 10 years supporting UC UC South Client Executive – Art Johnson; 20 years with Ricoh; 10 years supporting UC UC San Diego
Natalia Getman – Account Manager
11 Mo. Ricoh; 20 yrs in industry; Ricoh Certified
UC Santa Barbara
Andrea Volpe - Account Manager
8 yrs Ricoh; 8 yrs in industry; Ricoh Certified
UC Riverside
Elizabeth Boncal – Account Manager
11 Mo. Ricoh; 20 yrs in industry; Ricoh Certified
UC Irvine Health
Susan Woolf – Account Manager
5 yrs Ricoh; 28 yrs in industry; Ricoh Certified
UC Irvine Campus
Elizabeth Boncal – Account Manager
11 Mo. Ricoh; 20 yrs in industry; Ricoh Certified
UCLA Campus & Health
Kevin Holian – Technology Specialist
36 yrs Ricoh; 36 yrs in Industry; Ricoh Certified
UC Davis
Ray Morgan – Authorized Ricoh Dealer
20 yrs Ricoh; 5 yrs with UCD; Ricoh Certified
UC Merced
Craig Graham - Account Manager
16 yrs Ricoh; 17 yrs in industry; Ricoh Certified
UC Santa Cruz
Vahik Safarian - Account Manager
6 yrs Ricoh; 15 yrs in industry; Ricoh Certified
UC Berkley
Matt Clement – Account Manager
24 yrs Ricoh; 24 yrs in industry; Ricoh Certified
UC San Francisco & UC Davis Health
Kim Coles - Technology Specialist
15 yrs Ricoh; 25 yrs in Industry; Ricoh Certified
Account Managers and Technology Specialists are responsible for Ricoh’s on-going customer service delivery to each UC School. This includes account maintenance, new quotes, deliveries, service response, quarterly reporting, and customer engagement. They are the single point of contact for Ricoh’s portfolio as well as service delivery. Any issues or opportunities can be escalated to the Partner Executive, Client Executive, or any of Ricoh’s executive leadership, branch leadership or service team at any time. 3409
Q 6. *Will OCR be available on all scanners at no additional cost to UC? Please describe.
Ricoh’s standard OCR package allows the user to embed the text information in the scanned document without processing the data on your computer. The OCR function can process texts up to 40,000 characters, and can recognize the following languages:
English, German, French, Italian, Spanish, Dutch, Portuguese, Polish, Swedish, Finnish, Norwegian, Hungarian, Danish, Japanese
In addition to the standard OCR option described above, the Ricoh software portfolio contains multiple platforms that can help expand the University’s OCR’s criteria (at an additional charge).
Examples of these include but are not limited to the following:
PaperCutMF—This solution will provide the University of California the ability to track all activity on the MFP, add Authentication, Find-Me printing, secure print release, scan to Me email, and scan to folder, scan to SharePoint and OneDrive for Business. It is a total solution for the MFP that adds security, reduces abandoned print, and adds advanced scanning to meet the University of California needs.
Kofax ControlSuite (Formally known as multiple applications AutoStore, Equitrac, and OutPut Manager)—This solution will allow the UC system the ability to add only what is needed. It is a single solution to actively manage, secure and govern virtually every aspect of document distribution, ControlSuite combines the best of print, capture and output management technology. Each of the following portions of ControlSuite can be utilized separately, or in combination with each other:
Print Management (powered by Kofax Equitrac)—provides unified authentication (MFP and mobile), secure print release, usage tracking and auditing Information Capture (powered by Kofax AutoStore)—provides multi-channel (mobile, MFP, desktop, email) capture, OCR conversion and system-to-system connectors Output Management (powered by Kofax Output Manager)—provides the ability to improve print applications by modifying print stream contents, preventing the unauthorized flow of sensitive information
RICOH Streamline NX v3 is not a combination of software products—rather, this modular suite takes a platform solution approach to address your essential document related process needs.
These include device and driver management, card authentication, chargeback, scanning, mobile and secure printing and extensive reporting. Streamline NX users access all functions from a single interface at the multifunction device and administrators utilize one admin console. Because Streamline NX is modular, it can grow with you. When you have user-friendly access to the features, functions and information you need, the result is a complete solution that’s easier for users and simpler for IT departments to manage their fleet and control their output.
Streamline NX
Device management—With Streamline NX, device management becomes proactive rather than reactive — automatically alerting you when toner is low or a device is due for service. You can also perform remote fleet management, batch configuration and firmware upgrades
Authentication—Improve security while making it easier for users to access Streamline NX. Users can access Streamline NX at the MFP with a network login, PIN or by using card authentication (part of the Scan & Capture and Secure Print Options). 3410
Administration & Reporting—Use one unified management console to administrate all facets of Streamline NX. Access 90+ standard reports and 35+ dashboard reports. Track all user activity by login — and extend tracking to secure printing, scan and fax by adding optional modules. Set user quotas for print and empower your accounting staff to better allocate print costs.
Scan & Capture (optional module)—With the Scan & Capture Option, you can convert scanned paper documents into electronic files and route them to email, network and home folders, ECM, fax, FTP and other systems. Connectors provide integration with line of business systems, perform processes like barcode and OCR and handle data input— including mobile and scan-to-cloud destinations. Card authentication manages user workflows and regulates scanning.
Secure Printing (optional module)—With the Secure Print Option, you can enable printing for mobile users and ensure the right people pick up the right documents with locked print for your centralized MFPs and printers. Easily access print queues with card authentication—the Secure Print Option holds your print jobs on the server until you arrive and authenticate at a device.
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Q 10. *On devices with scanning functionality, will the installer or repair person ensure that a onepage instructional flyer is posted at the device that explains why OCR is critical to make PDFs accessible to people with disabilities and instructs the user how to easily turn the OCR capability on/off? Please explain
Yes, this information is currently available through our Ricoh resource page and can pe posted in a large visible format at each device. Our resources page with instructional material as well as videos can be found at https://www.ricoh-usa.com/en/support-and-download. 3412
Q 11. *Will the OCR software be updated on a regular basis? How often is it updated today? Ricoh firmware and standard OCR updates are performed by a Ricoh technician, usually during the scheduled Preventative Maintenance service call, or as needed.
For advanced OCR and software offerings (i.e. PaperCut, Equitrac,etc.), Ricoh offers services based on the total solution requested. These services can include patching of specific Ricoh managed applications, firmware updates or the total system.
Ricoh’s administrators are notified when updates are released for software solutions and evaluate the need for their assigned customers. If a patch is deemed relevant, Ricoh’s administrator will notify the University’s IT organization to plan for the testing and deployment of the patch or firmware update.
Deployment of all patches is performed in accordance with IT industry standard change management best practices such as ITIL (Information Technology Infrastructure Library). Ricoh would typically follow a customer’s defined patch management processes and will work with each campus’ IT organization to integrate Ricoh into the existing processes. In cases in which Ricoh is separated from the customer’s IT organization or if no patch management processes are defined, Ricoh will help to develop a process that aligns with each campus requirements with accepted best practices.
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Q 12. *Do installers inform customers that all floor-standing devices should have sufficient clearance for wheelchair access?
Yes, detailed information is available in our Voluntary Product Accessibility Templates (VPATs), which can be found here: http://www.ricohusa.com/about/accessibility/accessibility.aspx?alnv=accessindex.asp?tsn=Ricoh-USA. 3414
Q 13. *Are accessibility features for each product identified in the online form/e-catalog? Please describe.
Ricoh is continually working to improve accessibility using keyboard navigation and many areas of the sites are fully keyboard accessible. Ricoh continues to evaluate and release new accessibility features on request.
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Copyright○c 2004-2017 Ricoh Company, Ltd. All rights reserved.
RICOH @Remote Service
White Paper
&
Data Security Policy
For customers
Version 1.01
November 29, 2017
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Update History
Version Release
1.00 November 7, 2017
1.01 November 24, 2017
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Contents
RICOH @Remote Service......................................................................................1 Update History .................................................................................................2 1 OVERVIEW..................................................................................................5
1.1 About This White Paper ..................................................................................5 2 What is RICOH @Remote?...............................................................................5 3 @Remote Service Offerings ............................................................................6
3.1 @Remote Service Offerings..............................................................................6
3.1.1 Automated Meter Reading ........................................................................6
3.1.2 Automated Toner Order/Delivery ................................................................6
3.1.3 Automated Service Maintenance Alerts..........................................................7
3.1.4 Remote Firmware Update ........................................................................8
3.1.5 Fleet Usage Reporting ............................................................................9 4 @Remote Service Architecture ...................................................................... 10
4.1 Principles................................................................................................ 10
4.2 @Remote Service System Overview ................................................................... 10
4.3 Remote Service Communication Activities ............................................................ 11 5 @Remote Security...................................................................................... 13
5.1 @Remote Network Communication Security.......................................................... 13
5.2 @Remote Authentication Security ..................................................................... 14
5.3 Encryption Levels....................................................................................... 14
5.4 RICOH Data Center Security .......................................................................... 15
5.4.1 Safety specifications............................................................................. 15
5.4.2 Acquired certifications.......................................................................... 16 6 @Remote Communication ............................................................................ 17
6.1 Principles................................................................................................ 17
6.2 Initiating Communication .............................................................................. 17
6.3 Data Contents Sent by Output Devices ................................................................ 18
6.4 Data Acquisition ........................................................................................ 18 7 @Remote Appliance Security......................................................................... 19
7.1 Appliance Box........................................................................................... 19 8 Data Handling Policy................................................................................... 20
8.1 Use of Device Data ..................................................................................... 20
8.2 Management of Device Data ........................................................................... 20
8.3 Return of Device Information .......................................................................... 20
8.4 Non-Disclosure of Device Information ................................................................ 20 9 Our Data Handling Policy and the Related Laws and Regulations of Each Country........ 22
9.1 Japan .................................................................................................... 22
9.2 Europe ................................................................................................... 22
9.3 China .................................................................................................... 22
9.4 Russia.................................................................................................... 22 10 Appendix.............................................................................................. 23 3418
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10.1 Encrypted Communication and Encryption Keys.................................................... 23
10.1.1 About public key encryption ................................................................. 23
10.1.2 About common key encryption............................................................... 24
10.1.3 How SSL or TLS encrypts communication .................................................. 25 3419
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1 OVERVIEW
1.1 About This White Paper
This document describes Ricoh's policy and the security of RICOH @Remote so that users can use it without worry.
Document structure:
RICOH @Remote Overview
RICOH @Remote Configuration
Remote Service Security
Data Handling Policy
Additional Information
2 What is RICOH @Remote?
RICOH @Remote is a set of remote services that supports LAN/Broadband environment and 3G communications, enabling customers to use their output devices with greater convenience and reassurance. RICOH @Remote provides accurate and speedy services by obtaining quality, device status, and usage information in real time. Additional value can be provided to customers by analyzing information obtained from output devices.
Advantages of RICOH @Remote
With RICOH @Remote service offerings,
• The need for customers to manage output devices can be eliminated. • Supports stable operation of devices, keeping customer's business running without costly interruptions.
• Helps visualize device usage to control costs, efficiently manage the fleet and make informed decisions.
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3 @Remote Service Offerings
RICOH @Remote service consists of 5 main offerings. Through the service, RICOH makes every possible effort to reduce the burden of device management for customers.
3.1 @Remote Service Offerings
This section provides an outline of @Remote Service offerings. Some services may not be available depending on countries/regions, customer's environment, or the type of module being used.
3.1.1 Automated Meter Reading
With Automated Meter Reading, device meter information is automatically notified to the RICOH server on a periodic basis via a secure communication channel. This eliminates the need for customers to manually collect and report meter readings as well as helps reduce errors for more accurate billing.
3.1.2 Automated Toner Notification / Order/Delivery
With Automated Toner Order/Delivery, toner end or replace information is notified at the time of the event and information on the level of toner remaining are periodically sent via a secure communication channel. Using this information, an automatic order can be placed for additional toner to be delivered to the customer at appropriate times. In addition to reducing the customer’s labor for toner inventory management and ordering, it also reduces device downtime.
* This service offering may not be available in some countries or regions, or depending on the customer's environment.
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3.1.3 Automated Service Maintenance Alerts
With Automated Service Maintenance Alerts, when a device malfunction is detected, service alert is automatically notified to the service provider to allow dispatching of field service technicians for critical errors. Device service data will also be utilized to identify the source of the problem and possibly solve the problem via phone. By analyzing the service data upfront in conjunction with RICOH's long accumulated information and know-how, parts status can be identified enabling replacements prior to failure. This also allows field service technicians to prepare the right parts to bring before visiting the customer, avoiding a second visit.
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3.1.4 Remote Firmware Update
With Automated Remote Firmware Update, the customer’s output devices automatically check for firmware updates. If updates are available, they are downloaded over a secure connection and applied. As a result, field service technicians do not need to visit customers and interrupt their business for firmware updates. Customers can keep devices up to date with the latest software, improving its quality over time.
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3.1.5 Fleet Usage Reporting
With Fleet Usage Reporting, device information notified to the RICOH server is used to generate reports provided via @Remote Web portal.
Information on how devices are being used can be visualized, helping to make right sizing and environmental decisions.
*Reports may not be available in some countries/regions, and some contents may not be accessible depending on customer's environment.
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4 @Remote Service Architecture
4.1 Principles
@Remote services involve network communication initiated only from the customer's output devices to the RICOH server. RICOH never initiates communication to any of the customer's output devices.
@Remote Service and its components can only be activated or disabled from the customer's device within customer's control.
All device data is always transferred via an encrypted Internet connection. The customer's device communicates only with the RICOH server or an @Remote appliance.
The customer’s device only accesses a server or a device authenticated with an electronic security authenticate.
@Remote Service does not allow access to any personal information such as the customer's print data or address book.
4.2 @Remote Service System Overview
The following diagram provides a rough overview of network communications between the remote service components and the RICOH back-office. 3425
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External communication over the internet
The remote service plugins use HTTPS to communicate over the Internet.
The service also establishes connections using AES 256 bit session encryption.
For dial-up or 3G communication, communication carriers keep the control plane confidential and provide integrity protection for control plane, protecting against unauthorized manipulation and other unauthorized activities. Service plugins
To use RICOH @Remote Service, one of the following modules must be installed in order to connect and communicate to the @Remote system. The supported communication methods differ between these module plugins.
Module type
Communication
method
Remarks
@Remote embedded
devices
Ethernet Built-in type
Appliance box Ethernet
Software
(running on a server)
Ethernet
A separate server is
required to run the
software.
* These modules may not be available in some countries or regions, or depending on the customer's environment.
4.3 Remote Service Communication Activities
The RICOH @Remote output device, appliance box, or @Remove Service plugin module (software) performs the following communication activities. @Remote appliance box or @Remote Service plugin (software) may communicate with third party output devices for a limited information. Regular communication activities
The output device sends the following information to the RICOH server:
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Meter information
Supply requests
Other device information
Unchanging information such as the IP address and settings Device status information
Changing information such as remaining toner and power consumption
The output device or @Remote appliance checks for instructions from the RICOH server.
Firmware update instruction
Device search instruction (to the @Remote appliance)
Random communication activities
The output device sends the following information to the RICOH server as necessary:
Supply calls
Service alerts
Device startup notifications
Alarm notifications
Failure recovery notifications
Manual calls
* Some communication activities may not be supported, depending on the output device or service component type.
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5 @Remote Security
5.1 @Remote Network Communication Security
The following diagram shows an example of the network security protocols used for wired communication between the remote service components in the customer’s environment and the RICOH data center. When collecting device information, these components communicate with RICOH Server via the security network built by the customer.
For communication with RICOH output devices and between RICOH servers, HTTPS (Hyper Text Transfer Protocol Security) is used. For communication between RICOH output devices and the @Remote appliance, or between remote service components and the RICOH data center, TLS is mainly used. For communication between non-RICOH output devices and the @Remote appliance, SNMP is mainly used.
* The preferred encryption method used for communication is the strongest encryption method specified in the customer’s environment. However, customers can change the encryption method used according to their environment.
* TLS (Transport Layer Security) is a protocol used for communication requiring security over computer networks such as the Internet. Its major features include communication target authentication, communication encryption, and alteration detection. * SNMP (Simple Network Management Protocol) is a protocol used for network monitoring and management.
* As of September 2017, TLS 1.2 and SNMPv3 or below are supported. Available versions depend on the output device or @Remote appliance. 3428
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5.2 @Remote Authentication Security
RICOH output devices, @Remote appliances, and RICOH systems such as the RICOH server each have electronic security authentication certificates. In every communication, they always exchange authentication certificates to identify each other, before initiating common key encryption-based communication. Thus, communication is protected against unauthorized data acquisition including spoofing.
5.3 Encryption Levels
RICOH output devices, @Remote appliances, and RICOH-side systems support the following levels of encryption in HTTPS communication:
Strength Where used
Hashing SHA-256 Message authentication code
Common key AES256 Session connection establishment, electronic Public key RSA2048 security authenticate, etc.
* Depending on the output devices or @Remote appliance type, only prior encryption standards may be supported. Refer to the appropriate product manual or similar to check which encryption standards are supported.
* Some RICOH output devices may be shipped with a default authenticate key length of 512 bits. If higher security is required, change the key length to 2048 bits on the output device. 3429
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5.4 RICOH Data Center Security
RICOH @Remote ensures security not only for communication, but also for the data center itself. Customers can rely on the safety management systems at the data center. The following table lists the safety measures implemented and certifications acquired for the data center.
5.4.1 Safety specifications
Disaster
measures
Earthquake
measures
Seismic base isolation, solid ground,
non-liquefaction danger zone
Power failure
measures
Dual power, UPS and PDU redundancy, UPS for air
conditioning, private power generation (72 hours’
worth of fuel stockpiled, contract-based prioritized
power resupply in case of disaster)
Fire measures
Nitrogen gas fire extinguishing equipment,
ultra-high sensitivity smoke sensors
Security
measures
Intrusion
prevention
External IR sensor-based monitoring, 24-hour
manned monitoring, monitoring cameras (no blind
spots)
Entrance/exit
control
IC card- and palm vein authentication-based
entrance/exit control, accompaniment prevention,
personnel location management system
Unauthorized
carry-in/-out
prevention
Metal detector, biometric based server rack
open/close control, DR-tag based media
management
Business
continuity
measures
Disaster-related Safety confirmation and calling system, emergency earthquake alert system
Novel flu
Masks, protective clothing, and thermographic fever
checks with antiseptic stockpile
Environmental
measures
Electric power
system
High-voltage power distribution, highly efficient
UPS, highly efficient transformer, solar power,
rack-level temperature and electric current
monitoring, LED lighting
Air conditioning
system
Thermal fluid simulation analysis, free cooling +
fresh air cooling, hot and cold temperature control,
highly efficient air-cooled chiller with dry coil,
localized air conditioning, waste heat energy
recycling
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5.4.2 Acquired certifications
■ Japan Quality Assurance Organization
ISO/IEC20000 certification
ISO/IEC27001 certification
ISO9001 certification
■ Assurance report
Standard: ISAE3402/SSAE16 (former SAS70)
■ Japan Audit and Certification Organization for Environment and Quality (JACO)
ISO14001 certification
■ JIPDEC
Privacy mark certification
■ Information Security Rating by I.S.Rating Co., Ltd.
Information security rating “AAA1s”
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6 @Remote Communication
6.1 Principles
RICOH @Remote Service never sends or obtains personal information data. RICOH @Remote Service does not access any personal information such as the customer’s print data, address book, or files contained in the local storage of output devices.
6.2 Initiating Communication
Communication is always initiated by a RICOH @Remote supporting output device, appliance box, or @Remote Service plugin module (software). RICOH server never initiates any communication with these devices.
When it is necessary for the RICOH server to obtain device information—for example, remote diagnostics—an instruction from the RICOH system is sent back in response to regular polling by the @Remote Service plugin module.
Example: When it is necessary for the RICOH server to obtain device information, steps 1 to 6 in the following diagram are performed in this order. *The @Remote Service plugin module performs regular polling to the RICOH system in order to notify operating status and check for any instructions from the RICOH server. 3432
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6.3 Data Contents Sent by Output Devices
The main data that the customer’s output device sends to the RICOH data center is listed below. Please note that, in addition to these data items, the data sent includes RICOH-specific information needed to connect to the RICOH server.
Main data contents
Device name
Model name
IP host name
IP address
Various meter readings (total output, total color output) Various status information (paper end, door open, etc.) History information (jam count, operating time, service call count) Alert information (service call, etc.)
Last communication date and time
* The data that can be sent varies depending on the output device or the service plugin module type.
* The output device can be configured not to send some of the above data items.
6.4 Data Acquisition
Pull communication is also used to ascertain what data is needed for a device.
For example, when it is necessary to perform a remote firmware update on the customer’s output device or remotely change or modify an abnormal value, the output device checks by polling and then tries to obtain the necessary file or information, as described in Section 6.2 “Initiating Communication”. This helps to prevent the plugin module from receiving dangerous files that may be sent by an unauthorized server via push communication.
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7 @Remote Appliance Security
7.1 Appliance Box
The box type appliance stores data from devices in its internal database. This internal data is protected with an authentication feature. The appliance-box type relay is certified to the international information security standard, ISO/IEC 15408 (CC) (evaluation assurance level 2).
* ISO/IEC 15408 is an international information security evaluation standard for products and systems. This standard defines a set of evaluation criteria for determining the integrity of a product or system’s security design, and the implementation of the product or system is exactly as per the design. Mainly designed for military information systems, these criteria were standardized across countries and brought under the ISO standard. 3434
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8 Data Handling Policy
8.1 Use of Device Data
RICOH will appropriately handle device information obtained from the customer to provide @Remote Service. Use of @Remote Service indicates that the customer accepts its use conditions as specified by RICOH. RICOH will use device information from the customer to provide the following services:
1) Automated Meter Reading
2) Automated Toner Order/Delivery
3) Fleet Usage Reporting
4) Device management and failure monitoring
5) RICOH marketing status analysis
6) RICOH product development-related information analysis 7) Proposals and recommendations of additional services 8) Responses to various inquiries
8.2 Management of Device Data
RICOH will use device information from customers only for the purposes defined by this policy and will manage it appropriately in compliance with RICOH’s basic information protection policy (including RICOH company regulations and related laws and legal regulations) to prevent leakage, loss, illegal use of, and illegal access to such information. RICOH also will use and manage such information appropriately in compliance with the information protection-related laws and legal regulations of each country where @Remote Service is used.
8.3 Return of Device Information
RICOH will not return device information obtained. RICOH will assume the responsibility of deleting, destroying, and disposing of such device information.
8.4 Non-Disclosure of Device Information
RICOH will not disclose device information obtained to any third party without explicit customer approval; provided, however, that this shall not apply to the following conditions:
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* RICOH's related subsidiary companies should not be considered as third party in this section.
1) Disclosure is requested by law or provision is based on the law. 2) The customer is explicitly notified of the information that may be disclosed, and consents to such disclosure.
3) To fulfill the use of data for provision of @Remote services, RICOH needs to provide device information to a business partner such as subcontractors or business agents, whom RICOH will manage appropriately.
4) To protect the interests of a person or legal entity, such as life, physical body, or property, yet it is difficult to obtain explicit customer approval. 5) Device information needs to be taken over and disclosed for merger or business succession based on legal reasons, in which case it will be handled within the scope of the use of data.
6) RICOH is required to submit device information without the customer’s consent in order to cooperate to the duties of the central or local government institutions or their subcontractors set by law, in which case obtaining explicit customer approval may obstruct the concerned duties. 3436
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9 Our Data Handling Policy and the
Related Laws and Regulations of Each
Country
9.1 Japan
Amended Act on the Protection of Personal Information Data obtained by @Remote does not contain any personal information.
9.2 Europe
EU Data Protection Directive
Data obtained by @Remote does not contain any personal information. EU General Data Protection Regulation (GDPR)
T.B.D
9.3 China
Great Firewall
T.B.D
Cybersecurity Law (Second Draft)
T.B.D
9.4 Russia
Russian Federal Law 242-FZ
T.B.D
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10 Appendix
10.1 Encrypted Communication and Encryption Keys
In order to prevent a malicious third party from reading or altering communication, most communication uses an encryption key to encrypt authenticates or communications. RICOH @Remote uses SSL or TLS encryption for communication, and SSL or TLS uses public key encryption and common key encryption for communication.
10.1.1 About public key encryption
Public key encryption uses a pair of encryption keys—a public key and a private key—for encryption and decryption. Data encrypted with one key of the pair can only be decrypted with the other key of the pair.
There are a number of different public key encryption methods. Among these methods, RAS cryptography is a typical public key encryption method. NIST*1 has publicly announced in a computer security report (SP800-57) that RSA using the 2048-bit key length will be available until year 2030*2.
*1. NIST (National Institute of Standards and Technology) is a governmental institution that belongs to the U.S. Department of Commerce. NIST studies and researches instrumentation and standards in scientific technologies. *2. As of January, 2016
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10.1.2 About common key encryption
Common key encryption uses the same common key for encryption and decryption. Data encrypted with a common key can only be decrypted with the common key.
The main common key encryption method used is AES cryptography. In this method, three different key lengths are available: 128-bit, 192-bit, and 256-bit. NIST has publicly announced in a computer security report that AES using the 256-bit key length will be available until year 2030. 3439
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10.1.3 How SSL or TLS encrypts communication
SSL encrypts communication by using “public key encryption” to establish a secure communication session and “common key encryption” to exchange the actual data.
End
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Q 6. *Provide the latest Supplier Incident Response Plan as related to products or services offered.
Sample Incident Response Plan
Our premise is that a successful implementation is a critical element in delivering consistently superior service and support to UC. We believe that the implementation process begins long before the contract is signed and does not end until the final process is firmly in place. The foundation for a successful implementation contains the following key elements:
Discovery
Needs Analysis
Solution Development
Transition and Implementation
Support
We are well-suited to provide UC with a smooth transition and implementation process, and a consistent ongoing support process to ensure continuous cost savings and an exceptional service level.
Discovery
Discovery, which takes place early in the sales cycle, includes detailed meetings, interviews and structured data-gathering techniques to identify customer-specific business objectives. Through this in-depth review, we develop a thorough understanding of the factors that shape the need for new products and services.
The Discovery stage has two primary objectives, as follows:
The first objective is to understand and document primary UC business functions. This step includes developing a general understanding of UC products and services and the processes by which they are delivered to its customers. We work to gain an in-depth understanding of factors driving the need for change and the criteria for measuring the success of the solution.
The second objective is to gather and document information to develop an accurate and scalable solution that addresses identified business objectives.
Needs Analysis
A successful partnership between Ricoh and UC depends on an open exchange of information. The first step is to complete a utilization study of the existing environments. Our professionals work in conjunction with lead UC representatives to gather appropriate information and provide insights and observations from this research. Our team uses a variety of tools, including user surveys, focus group interviews and data collection tools to compile relevant information.
The depth of multifunctional products we offer ensures that UC has access to the most recent technologies for copying, faxing, printing and scanning. The compilation of this data allows us to recommend a customized strategy that optimizes UC’s current investments and capitalizes on new technologies to manage document output costs.
Solution Development
The development of a recommended solution begins by assigning a tenured project team that consists of account management personnel, operations specialists, systems integration specialists and business analysts. The team remains in place during the sales and analysis process and 3441
continues through contract execution. After contract award, key members of this group join the account team responsible for transition and implementation, postimplementation and support.
During the Solution Development stage, our team analyzes information gathered during the Discovery phase and formulates a detailed document management and print strategy. We use these findings to develop, document and validate a customized solution that meets the UC’s objectives and identifies product and technology requirements.
The Solution Development phase identifies all relevant project tasks, task interrelationships and resources needed to complete the transition according to plan and ensure ongoing support throughout the process.
Transition and Implementation
Based on a well-defined plan, the solution is implemented as designed by our transition team specialists. These specialists are focused on producing agreed results in a timely and cost-effective manner. The project plan is reviewed by the transition team and modified (if necessary) to ensure that all objectives are met.
Our transition team includes highly trained employees who have been involved in the solution development process for UC and are experienced in implementing systems similar in size and scope. This team helps coordinate equipment installation, initial site training, maintenance, service and other related tasks with minimal involvement from UC personnel. 3442
Q 13. *Regarding the supplier’s MFD, describe the ability to allow setting and changing of the authentication information (e.g., passwords and community strings) for all management services.
SmartDeviceMonitor (for Admin*)
SmartDeviceMonitor is utility software bundled with all Ricoh printers, print-enabled MFPs and the Printer/Scanner Kit option. This versatile software suite simplifies all aspects of installation, monitoring and management of Ricoh network output systems, while supporting key security features.
Change Community Name
To address SNMP (Simple Network Management Protocol) vulnerability, the system administrator can change the Community Name of Ricoh hardware devices from “Public” to another more secure name. If this security measure is taken, the Community Name (for the software) must have the identical name as the connected Ricoh output device. Restrict User Access
System administrators can control user privileges through the User Management Tool.
This activates a menu for review of the peripherals authorized for use by User Code and User Name. All Ricoh supported peripherals on the network are listed, and a simple click on the device, accesses a menu that restricts or enables access to the device for individual users. User Codes (standard in most Ricoh systems) enable system administrators to manage and track the use of Ricoh digital output devices. A User Code can be assigned to an individual based on which function(s) they have permission to access. This level of control enables you to monitor system usage (e.g., generate print counter reports by function and User Code).
Authenticate Users
Prevent Unauthorized System Usage:
Authentication is an MFP security feature that restricts unauthorized users, or a group of users, from accessing system functions or changing machine settings. This important capability enables the system administrator to employ “Access Limitation Management,” helping to protect your MFP installed base from unapproved usage or tampering.
User Authentication enables you to restrict machine access so that only those with a valid user name and password can access MFP functions.
Windows Authentication verifies the identity of the MFP user by comparing login credentials (user name/password) against the database of authorized users on the Windows Network Server, thus granting or denying access to MFP functions. LDAP Authentication validates a user against the LDAP (Light-weight Directory Access Protocol) server, so only those with a valid user name/password can access your global address book, i.e., search and select e-mail addresses stored on the LDAP Server. Administrator Authentication—A registered administrator manages system settings and user access to MFP functions. Up to four Administrators can share the administrative tasks, enabling the workload to be spread and limit unauthorized operation by a single administrator, though the same individual can assume all roles. In addition, a separate Supervisor can be established for setting or changing the administrator passwords. 3443
Basic Authentication—Authenticates a user utilizing the user name/password registered locally in the MFP’s Address Book. No one without a valid user name/password can access the machine.
User Code Authentication—Utilizes Ricoh’s standard User Code system to authenticate the user. The MFP operator simply enters their User Code, which is compared to the registered data in the MFP’s address book. No one without a valid User Code can access the machine. Basic Authentication and User Code Authentication can be utilized in nonWindows and/or non-networked office environments. US Department of Defense Common Access Card (CAC) Authentication—The Common Access Card (CAC) is a US DoD specialized ID card-based authentication system design for government users that must be compliant with the Homeland Security Presidential Directive -12 (HSPD-12). This Directive requires that all federal employees and contractors enhance security efficiently by reducing identity fraud through increased protection of personal privacy. The only customers for Ricoh’s CAC Authentication Solution is the U.S.
Department of Defense (DoD) [US Army, Navy, Air Force, Marines, Coast Guard and affiliated agencies].
Personal Identity Verification (PIV) is the civilian U.S. government version of the CAC card. SIPRNet Token Authentication Solution is the version for controlled networks. 3444
Q 21. *All MFD/Laser printers equipped with hard drives must:
isolate any incoming FAX line from all hardware that has network access. MFDs must have no physical or data connection between the Page Memory (or Temporary Data Storage) and the FAX controller.
Security for Fax Lines—Ricoh’s MFDs are equipped with a fax feature that is connected to the outside via a telephone line which is necessary to block unauthorized access. Ricoh software is designed to only process appropriate types of data and send that data to appropriate functions in the device. Therefore, only fax data is received from the fax line and it is communicated only to the processes needed for fax operation. This mechanism prevents unauthorized access from the fax line to the network or to the programs inside the device.
Provide on/off (switchable) control of read/write access to the device from portable media (e.g., SD cards, USB drives, etc.)
Through Ricoh’s remote web image monitor tool, or at the physical device, administrators with login credentials can provide on/off control of read/write access to the Ricoh device from portable media.
Be able to have their hard drives removed by a vendor technician and surrendered to UC at the end of a lease, cost-per-copy agreement, or at trade-in (or at any time, for any reason, an MFD and/or Laser Printer is removed from UC) at no additional cost to UC.
Ricoh will implement Ricoh-Branded Device Hard Drive Management:
removal of hard drives,
surrender of hard drives to customer
and replacement of customer hard drives (if required) This work is done by Ricoh or Ricoh’s certified dealer partner technicians.
Please describe each and confirm that the devices meet or exceed these requirements. 3445
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3481
Sustainable Procurement
Guidelines
3482
Table of Contents
Table of Contents 2
Glossary 3
1. Introduction and Document Purpose 6
2. Document Guide 6
3. Reporting 7
4. Green Spend 7
A. Green Spend General Criteria 7
B. Category Specific Criteria 8
5. Economically and Socially Responsible Spend 12
6. Sustainable Spend 14
7. Category Specific Specifications 15
A. Electronics 15
B. Cleaning Supplies 16
C. Office Supplies 17
E. Indoor Furniture 17
F. Compostable Food Service Ware 18
G. Water Appliances/Fixtures 20
8. Best Practices for Procurement Services 20
9. Certification and Standards Definitions 21
Appendix I - The “Dollar not Spent” and Green Spend 24
Method 1: Reuse (for example, goods reused from surplus operations) 24 Method 2: Normalized Reduction in Purchase of Commodity Goods 25 Method 3: Replacement of disposables with reusables 26
3483
Glossary
The below definitions are copied directly from the UC Sustainable Practices Policy for reference, unless noted otherwise.
Addressable Spend: Spend that can be impacted through sourcing activities. For the purposes of this policy, addressable spend relates to the spend within a specific product or service category.
Catalog: A catalog is representative of a supplier’s product information. A catalog is implemented in one of two formats: 1) through a hosted catalog or 2) through a punch-out catalog. See definitions for Hosted Catalog and Punch Out Catalog for more information. This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy.
Economically and Socially Responsible (EaSR) Spend: Spend on products or services supplied by a business holding one of the UC-recognized certifications listed the UC Sustainable Procurement Guidelines.
Environmentally preferable products: Designation for those products whose manufacture, use, and disposal results in relatively less environmental harm than comparable products.
Expanded Polystyrene (EPS): As defined by the City of San Francisco, blown polystyrene and expanded and extruded foams which are thermoplastic petrochemical materials utilizing a styrene monomer and processed by any number of techniques including but not limited to, fusion of polymer spheres (expanded bead polystyrene), injection molding, foam molding, and extrusion-blown molding (extruded foam polystyrene).
Full Time Equivalent (FTE): A full-time equivalent employee is the hours worked by one employee on a full-time basis and can be used to convert the hours worked by several part-time employees into the hours worked by full-time employees. A full-time employee is assumed to work 40 hours in a standard week.
Green Spend: Spend on products meeting the UC “Preferred Level” of environmental sustainability criteria as laid out in the UC Sustainable Procurement Guidelines.
Hosted Catalog: As defined in the JAGGAER technical manual, in simplest terms, a hosted catalog is an online version of a supplier’s printed catalog. Hosted catalogs contain product data and details, along with pricing information for each item. When a product search is performed, the products in all of the hosted catalogs are searched. Hosted catalog search results contain product information from all suppliers depending on the search criteria entered by the user. This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy. 3484
LEEDTM: Leadership in Energy and Environmental Design. LEED is a registered trademark of the U.S.
Green Building Council (USGBC). This trademark applies to all occurrences of LEED in this document.
LEED is a green building rating system developed and administered by the non-profit U.S. Green Building Council. The four levels of LEED certification, from lowest to highest, are Certified, Silver, Gold, and Platinum. LEED has several rating systems. This Policy refers to the following rating systems:
LEED for Interior Design and Construction (LEED-ID+C) for renovation projects; LEED for Building Operations and Maintenance (LEED-O+M) for the ongoing operational and maintenance practices in buildings; and,
LEED for Building Design and Construction (LEED-BD+C) for new buildings and major renovations of existing buildings.
Location: As used in this Guidelines document, means any or all campuses. At this time, it does not include UC Health locations or the Lawrence Berkeley National Laboratory. This definition is provided for clarification within the Guidelines and defined differently within the UC Sustainable Practices Policy.
Punch Out Catalog: Modified from the JAGGAER technical manual, punch-out catalogs are integrated external links to a supplier’s web-based catalog. The user exits the UC’s eprocurement site to search and select products from a supplier’s web catalog, then returns the items to the UC’s eprocurement shopping cart. The selected items are then submitted through the standard requisition/order process.
This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy.
Required Level Green Spend criteria: The minimum certification standard required for a product or service category. Required Level Green Spend criteria is laid out in the UC Sustainable Procurement Guidelines.
Solicitation: The process of seeking information, bid proposals, and quotations from suppliers.
Sustainable Practices Policy: Refers to the University of California Sustainable Practices Policy, Governed by the UC Sustainability Steering Committee.
Sustainable Procurement: [Modified from the UK Government’s Sustainable Procurement Task Force (2012)] Purchasing that takes into account the economic, environmental and socially responsible requirements of an entity’s spending. Sustainable Procurement allows organizations to procure their goods and services in a way that achieves value for money on a whole-life basis in terms of generating benefits not only to the organization, but also to society and the economy, while remaining within the carrying capacity of the environment.
Sustainable Procurement Working Group (SPWG): Is the working group charged with improving the integration of sustainable principles and practices into the UC’s procurement practices. The SPWG recommends changes to this document to the UC Procurement Leadership Council, and changes to the 3485
UC Sustainable Practices Policy to both the UC Procurement Leadership Council and UC Sustainability Steering Committee. See definitions for UC Procurement Leadership Council and UC Sustainability Steering Committee for more information. This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy.
Sustainable Spend: The intersection of Green and Economically and Socially Responsible (EaSR) Spend.
UC Sustainable Spend is defined as spend that meets the criteria and requirements for Green Spend as well as EaSR Spend as laid out in the UC Sustainable Procurement Guidelines.
Total Cost of Ownership (TCO): An analysis of cost that considers not only purchase price, but also any costs associated with the acquisition, use, and disposal of the product. These costs may include some or all of the following: freight, taxes and fees, installation, operation/energy use, maintenance, warranty, collection, end-of-life disposal or recycling, as well as social or environmental costs, such as the cost of purchasing pollution offsets or monitoring labor practices.
UC Procurement Leadership Council (PLC): Is the system wide leadership council, composed of the Chief Procurement Officer (or equivalent) at each UC campus, charged with developing the overall strategic direction for the UC Procurement Services program that enables the organization to align objectives, initiatives, and projects to deliver on system wide procurement and supply chain initiatives. The PLC is ultimately responsible for the approval of changes and updates to this document. This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy. This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy.
UC Sustainability Steering Committee: Is the UC system wide committee charged with overseeing updates to and progress against the UC Sustainable Practices Policy. This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy.
3486
1. Introduction and Document Purpose
The University of California’s Sustainable Procurement Guidelines (“Guidelines”) lay out the minimum sustainability requirements for products and services purchased by the University of California and identify those product attributes that are strongly preferred, if not mandatory.
The University of California’s Sustainable Procurement Guidelines act as a companion to the Sustainable Procurement Policy and Procedure Sections of the UC Sustainable Practices Policy.
In general terms, the UC Sustainable Practices Policy outlines the University’s targets for sustainable procurement as well as requirements for UC sustainable procurement practices, that is the activities of University of California buyers as they relate to sustainable procurement. This Guidelines document breaks down what the University considers to be sustainable at the product, product category, service or industry level.
The UC Sustainable Practices Policy prioritizes waste reduction in the following order: reduce, reuse, and then recycle. Accordingly, sustainable procurement should look to reduce unnecessary purchasing first, then prioritize purchase of surplus or multiple use products, before looking at recyclable, compostable, or otherwise sustainable products.
2. Document Guide
These Guidelines are intended to be used by the following parties, for the following purposes:
1. University of California, Office of the President, Strategic Sourcing Centers of Excellence and University Campus Procurement Services Departments (not including UC Health locations or the Lawrence Berkeley National Laboratory)
a. To educate personnel purchasing on behalf of the University on Required and Preferred Green (environmentally) and Economically and Socially Responsible (EaSR) sustainability criteria to be included in solicitation specifications and reporting. b. To negotiate better pricing for products and services meeting the criteria described throughout these Guidelines and the Sustainable Practices Policy over traditional products and services, where opportunities exist.
c. To develop language and specifications for solicitations stating that product and service offerings meeting the criteria described in these Guidelines will be required where they exist.
2. Department Level Buyers
a. To educate personnel purchasing on behalf of the University on Required and Preferred environmental (Green) and Economically and Socially Responsible (EaSR) sustainability criteria when making purchasing decisions.
3487
3. Reporting
Reporting will be required in line with the University of California sustainable purchasing targets and reporting requirements as outlined in the Sustainable Practices Policy (see III. Policy Text, G. Sustainable Procurement; V. Procedures, G. Sustainable Procurement). Reporting will be based on the percent spend in each of the following categories out of the total addressable spend. Reporting will commence by product or service category based on instruction in the sections below.
1. Green (environmentally preferable) Spend
2. Economically and Socially Responsible (EaSR) Spend
3. Sustainable Spend (the intersection of Green and EaSR Spend) Clarification on each of these spend categories can be found in the sections below.
4. Green Spend
Green Spend is defined as spend on products meeting the UC Preferred Level of environmental sustainability criteria (see Table 1 below). The percentage of Green Spend is calculated using the following methodology, for a given product category over a particular period of time:
Total spend on items meeting Preferred Level criteria in a given product category x 100 Total Addressable Spend in a given category
For example, the percent Green Spend calculation for computer electronics for Fiscal Year 16/17 is:
Total Spend on EPEAT Gold registered computers during FY 16/17 x 100 Total Addressable Spend on computers during FY 16/17
In addition to the above calculations, campuses may also calculate the “Dollar not Spent” to add to their overall Green Spend percentage. Please note that calculating the “Dollar not Spent” for an individual campus is optional and not required as part of a sites annual Green Spend reporting. Please see Appendix I – The “Dollar not Spent” and Green Spend to find more information on the various allowable methodologies to calculate the “Dollar not Spent.” A. Green Spend General Criteria
Some Green (environmental) sustainability criteria are applicable across all, or a large number of different product or service categories. The following criteria must be applied to all applicable categories, and included in the specifications for all relevant solicitations and contracts. 3488
1. ENERGY STAR® and WaterSense® certified products are required across all applicable product categories where price comparable (based on a total cost of ownership assessment) and consistent with the needs of University researchers, faculty, and staff.
2. Products and packaging shall be free of hazardous additives, including those mixed into the product and those used as surface treatments, unless no feasible alternative exists, and it is determined that the benefit outweighs the risk. Products and packaging must meet all eleven of the Kaiser Permanente Chemicals of Concern Criteria, including, but not limited to.
a. Cadmium, mercury, lead, hexavalent chromium, polybrominated biphenyls, and polybrominated diphenyl ethers - All homogenous electronic parts are compliant with all European Union Restriction of the Use of Certain Hazardous Substances (EU RoHS) Directive’s restricted limits (excluding exemptions). b. Polyvinyl chloride (PVC)
c. Prop 65 Chemicals - Does not contain intentionally added chemicals listed by the State of California to cause cancer, birth defects, or reproductive harm that require warning or are prohibited from release to the environment under the California Safe Drinking Water and Toxic Enforcement Act of 1986 (Proposition 65). If contains Prop 65 chemicals, supplier must disclose Chemical Abstracts Service (CAS) #'s.
d. Persistent, bioaccumulative and toxic chemicals (PBTs) - All homogeneous materials must contain less than 1000 ppm of PBTs.
e. Organohalogen-based chemicals (bromine, chlorine, fluorine, and iodine) f. Antimicrobial/antibacterial agents1
- Does not contain intentionally added
antimicrobial/antibacterial agents to reduce surface pathogens.
B. Category Specific Criteria
Table 1 outlines the environmental sustainability criteria the University uses to define a given product category as “Green,” for purposes of identifying products in hosted and punchout catalogs, and for calculating and reporting on Green and Sustainable Spend.
Recognized Certifications - These are reputable third party certifications the UC recognizes for identifying products that may have a reduced impact on humans and/or the environment. At a location’s discretion, products with these certifications can be flagged as “light green” in hosted and punchout catalogs.
Required Level - These are the minimum mandatory requirements for each product category, which should be included in all relevant bid solicitations. Products and 1 This includes hand and dish soaps labelled as antibacterial, except where required for use in hospitals and food service settings. Antimicrobials added to raw materials for the sole purpose of preserving the product are exempt, with the exception of triclosan and triclocarban which are explicitly prohibited. 3489
services that fall into these categories but do not meet these minimum requirements will not be listed in UC product catalogs except with the express request of campuses.
Products in a given category must meet all required level criteria listed, unless otherwise noted (e.g. if Energy Star and EPEAT Silver are listed, product must have both certifications).
Preferred Level - The Preferred Level of criteria is used for calculating Green and Sustainable Spend (see Section 6 below). At a location’s discretion products meeting these criteria may be labelled as “dark green” in hosted and punchout catalogs, and shall be given preference during evaluation in all relevant bid opportunities, where price comparable (based on a total cost of ownership assessment) and consistent with the needs of University researchers, faculty, and staff. Products must meet all applicable Required Level criteria to qualify for Preferred Level criteria. 3490
Table 1 - Category Specific Green Spend Criteria
Product or Service
Category
Recognized
Certifications and
Standards
Required Level (minimum
mandatory requirements)
Preferred Level
Electronics ENERGY STAR ® ENERGY STAR ® ENERGY STAR ®
EPEAT EPEAT Bronze EPEAT Gold
Cleaning Supplies Green Seal A minimum of 25% of
purchases are certified by
one of the recognized
certifications
At least 75% of
purchases are certified
by of the recognized
certifications UL Ecologo
EPA Safer Choice
FSC (for janitorial paper
products)
Office Supplies
Copy Paper FSC Recycled A minimum of 30% PCRC
or agricultural residue
content (or GS-07
certified)
100% PCRC or
agricultural residue
content, or FSC
Recycled labelled, with
additional preference
for paper that is PCF
Post-consumer recycled
content (PCRC)
Processed Chlorine Free
(PCF)2
Green Seal (GS-07)
Agricultural residue3
content
Paper Office Supplies
(other than copy
paper)
FSC - Chain of Custody A minimum of 30% PCRC4 100% recycled content with minimum 50%
PCRC; 90% PCRC wire
components; water- Sustainable Forestry
Initiative (SFI)
2 http://www.calrecycle.ca.gov/paper/chlorinefree/default.htm 3 Must come from sustainably grown and harvested, non-GMO sources that do not replace forest stands or food crops
4 Aligns with CA Department of General Services (DGS) Purchasing Standard DGS-441200-A for Paper Product Office Supplies and Northeast Recycling Council (NERC) Model EPP Specifications and Purchasing Guidelines for Office Supplies
3491
Post consumer recycled
content (PCRC)
based or plant-based
adhesives; and
additional preference
for PCF, FSC, and/or SFI
labelled products5
Total recycled content
Processed Chlorine Free
(PCF)
Green Seal (GS-07)
Non-paper Office
Supplies
Post-consumer recycled
content (PCRC)
Meets the minimum CPG
recycled-content levels
for Non-Paper Office
Products, and a minimum
30% recycled content for
all writing utensils (dryerase markers,
highlighters, markers,
pens, and pencils) or
other plastic-based
accessories
Meets the recycled
content specifications
in the Preferred EPP
Specifications as listed
by the Northeast
Recycling Council
(NERC), and free of
antimicrobial coatings
Total recycled content
Non-antimicrobial
EPA Comprehensive
Procurement Guidelines
(CPG)
Northeast Recycling
Council (NERC) Model
EPP Specifications and
Purchasing Guidelines
for Office Supplies
Toner Remanufactured6 Meets one of the
recognized standards
Meets both of the
recognized standards
High yield
Indoor Furniture GREENGUARD Gold Must meet all of the
following:
භ GREENGUARD
Gold or SCS
Indoor Advantage
Gold
භ Free of the 6
classes of
chemicals of
Must have at least one
of the following
additional
certifications:
භ BIFMA Level
certified
(preference for
2 or 3)
භ C2C Certified
SCS Indoor Advantage
Gold
Cradle to Cradle (C2C)
BIFMA Level
5 Modelled from Northeast Recycling Council’s Preferred EPP Specifications for Paper Office Supplies 6 Shall meet the State of California’s Specifications for Remanufactured Toner and Ink Cartridges:
https://www.documents.dgs.ca.gov/pd/epp/goods/officesupplies/inktonercartridges/20140902_Ink_Toner_Engin eering_Spec.pdf
3492
Meets the Healthier
Hospitals Initiative (HHI)
Safer Chemicals
Challenge and is listed
on the Healthier
Hospitals Healthy
Interiors Goal website
concern as
described in
Section 7.E.
(preference for
Silver or Gold)
භ HHI compliant
with published
product list on
their website
භ FSC Certified
wood
භ Textiles
certified by
one of the
recognized
certifications
භ Complete HPD
භ Complete
Declare label
FSC (for products
containing wood)
Textile certifications:
භ GOTS
භ Standard 100 by
Oeko-Tex
භ STeP by Oeko-Tex
භ Cradle to Cradle
භ Facts
Health Product
Declaration (HPD)
Declare Label
Compostable Food
Service Ware
Biodegradable Products
Institute (BPI)
Certified Compostable by
BPI or GS-35, or made
100% from uncoated,
unlined, obviously plantbased material, and
appears on the Cedar
Grove Accepted Items List
Meets additional
criteria as described in
the Compostable Food
Service Ware section
below
Green Seal GS-35
Cedar Grove Accepted
Items List for
Commercial
Compostability
Water
Appliances/Fixtures
WaterSense® WaterSense® Certified WaterSense® Certified
5. Economically and Socially Responsible Spend
Economically and Socially Responsible (“EaSR”) Spend is defined as spend on products or services supplied by a business holding at least one of the UC-recognized classifications or certifications listed below. Recognized Certifications and Standards, listed in Table 2 below, outline the certifications and 3493
criteria that the University uses to define “EaSR” spend. Table 2 also includes a category for Preferred Certifications, which are certifications offered by California government agencies and/or of CA-based businesses. Currently there is no goal set for spend with suppliers meeting Preferred Certification standards.
The percentage of EaSR Spend is calculated using the following methodology, for a particular time horizon:
Spend on products or services from a business that holds a UC-recognized EaSR certification x 100 Total Addressable Spend
A. EaSR Spend Criteria
Expenditures on products supplied by businesses holding at least one of the UC-recognized certifications and standards outlined under Recognized Certifications and Standards, see Table 2 below, will be considered EaSR Spend for the purposes of calculating the percent EaSR and Sustainable Spend.
Recognized Certifications and Standards - These are reputable government or nationally recognized certifications and criteria the UC recognizes for identifying suppliers that may have a positive impact on society and/or the economy. Suppliers with these certifications should be flagged as a color or symbol differentiated like ‘green spend’ such as yellow in hosted and punchout catalogs.
Preferred Certifications - These are reputable government or nationally recognized certifications and criteria the UC recognizes for identifying suppliers that may have a positive impact on society and/or the economy within California specifically. Suppliers with these certifications should be flagged as a color or symbol differentiated like ‘green spend’ such as yellow in hosted and punchout catalogs.
Table 2 - EaSR Spend Criteria
Business
Classification
Recognized Certifications and Standards Preferred Certifications Small Business
Enterprise
All government agency certifications and
accepted third party certifiers such as:
භ SBA-approved Third Party Certifiers
Note that self-certification in SAM is
accepted as well as any other small business
certifications that also certify a businesses
status as socially and economically
disadvantaged such as (WOSB, SDVOSB, DBE,
etc.)
CA DGS certification
or California state or local
agency certification
HUBZone certified
SBA 8(a)
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Disadvantaged
Business Enterprise
All government agency certifications All government agency certifications accepted, but
principal office of business
must be located in
California and owners
(officers, if a corporation)
domiciled in CA.
Women-owned
Business Enterprise
All government agency certifications All government agency certifications accepted, but
principal office of business
must be located in
California and owners
(officers, if a corporation)
domiciled in CA.
Minority Business
Enterprise
All federal, state and local government
agency certifications
භ State and Local Government
Certifying Agencies
භ Federal includes (SBA 8(a), EPA, etc.)
All government agency
certifications accepted, but
principal office of business
must be located in
California and owners
(officers, if a corporation)
domiciled in CA.
Veteran-owned
Business Enterprise
All government agency certifications All government agency certifications accepted, but
principal office of business
must be located in
California and owners
(officers, if a corporation)
domiciled in CA.
Service Disabled
Veteran-owned
Business Enterprise
All government agency certifications DGS DVBE
6. Sustainable Spend
Sustainable Spend is the intersection of Green and EaSR Spend. UC Sustainable Spend is defined as spend that meets the criteria and requirements in Section 4 for Green Spend and Section 5 for EaSR Spend (simultaneously). Thus, Sustainable Spend is defined as the expenditures on products in a particular product category that are supplied by a business holding one of the UC-recognized EaSR certifications, in addition to meeting the Preferred Level Green Spend criteria from Table 1. 3495
An example of the percentage of Sustainable Spend calculated for computers (Figure 1) over a particular time horizon would be:
Expenditures on EPEAT Gold certified computers from SBE businesses x 100 Total Addressable Spend on computers
Figure 1. Sustainable Spend for Computers
7. Category Specific Specifications
These additional guidelines and specifications should be used during solicitations, contracting and as a reference when making department purchases. Minimum requirements for each product category are outlined in column three of table one. The below items are recommended for inclusion in RFPs. Other than those items referred to in Policy as mandatory, project teams need to determine which of the below items will be mandatory and preferred during the RFP development phase.
A. Electronics
Electronics includes any product for which an EPEAT certification is available. EPEAT currently includes product ratings for PCs and Displays (including tablets), Imaging Equipment (which includes printers, 3496
copiers, scanners and multifunction devices) and Televisions. Environmental leadership standards are currently under development with the intent to form the basis of future EPEAT categories for Mobile Phones, Servers and other electronic products (https://www.epeat.net/about-epeat/). Registration criteria and a list of all registered equipment are provided on the EPEAT registry.
In addition to the criteria established in Table 1, the University will ensure the following:
1. In accordance with Policy, all recyclers of the University’s electronic equipment must be eSteward certified by the Basel Action Network (BAN) (www.ban.org). In cases where the University has established take-back programs with a manufacturer, the University will require the manufacturer to become a BAN-certified e-Steward Enterprise (e-Stewards for Enterprises).
2. Printers and copiers must have duplex printing capabilities and hold their warranty while using 100% recycled content paper.
3. Suppliers shall be required to deliver items to the University with energy efficiency and duplex printing functions enabled.
a. Departments will work with their IT departments to ensure that features remain enabled for the duration of the product’s use.
B. Cleaning Supplies
Cleaning supplies include general purpose bathroom, glass and carpet cleaners; degreasing agents; biologically-active cleaning products (enzymatic and microbial products); floor-care products (e.g. floor finish and floor finish strippers); hand soaps and hand sanitizers; disinfectants; and metal polish and other specialty cleaning products. Also included are janitorial paper products such as toilet tissue, tissue paper, paper towels, hand towels, and napkins. Other janitorial products and materials (e.g. cleaning devices that use only ionized water or electrolyzed water) are excluded from this category.7 Disinfectants
All disinfectants must be EPA-registered, and contain only the following active ingredients: hydrogen peroxide, citric acid, lactic acid, thymol, or caprylic acid. As there is no sustainability certification for disinfectants, in order to increase your % Green Spend for Cleaning Supplies and follow green cleaning practices, it is recommended that each site assess its current usage and application of disinfectants.
Disinfectant use should be limited to high-risk surfaces [locations where there is a higher risk for blood borne incidents, skin contact (MRSA risk), or contact with feces and body fluids] and where required by regulation. Microbes can be effectively removed from high-touch surfaces touched by multiple people throughout the day (door handles, faucet handles, handrails, drinking fountains etc.) by frequent and proper cleaning with a regular cleaning product.8
7 Based on STARS Technical Manual Version 2.1, Administrative Update Three, July 2017 8 UMass Lowell Toxics Use Reduction Institute’s Guide to Safe and Effective Cleaning and Disinfecting:
https://www.turi.org/Our_Work/Cleaning_Laboratory/Resources_and_Information/Disinfection/Guide_to_Safe_a nd_Effective_Cleaning_and_Disinfecting
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C. Office Supplies
Copy paper - refers to standard office printing and copy paper.
Paper Office Supplies - includes Writing Paper (pads), Packing Paper, Folders, Letter folders, Expandable Filing Folders, Hanging folders or accessories, binders and indexes, Hanging Folders, Dividers, File Pockets, Standard Envelopes, Packaging Carton, Mailers, Easel Pads, Sticky Note, Storage Boxes, Desk Pad Calendar.
Non-paper Office Supplies - includes binders, clipboards, file folders, clip portfolios, presentation folders, plastic desktop accessories (desk organizers, desk sorters, desk and letter trays, and memo, note and pencil holders etc.), plastic envelopes, and writing utensils (dry-erase markers, highlighters, markers, pens, and pencils).
Toner - Additional recommendations can be found from the State of New York’s Approved Specifications for Monochrome Toner Cartridges: https://www.ogs.ny.gov/greenny/specs/green-specsMonochromeTonerCartridge.asp E. Indoor Furniture
Furniture includes individual (e.g. task chair) and group seating; open-plan and private-office workstations; desks of all types, tables of all types; storage units, credenzas, bookshelves, filing cabinets and other case goods; integrated visual display products (e.g. markerboards and tackboards, excluding electronic display products); hospitality furniture; and miscellaneous items such as mobile carts, freestanding screens, and movable partitions. Movable partitions include office furniture system cubicle panels that are typically integrated with work surfaces, desks, and storage furniture. Furniture does not include office accessories, such as desktop blotters, trays, tape dispensers, waste baskets, all electrical items such as lighting and small appliances, and accessories such as aftermarket keyboard trays, monitor stands and monitor arms.
The University shall prefer furniture meeting specifications for the following hazardous chemical classes:
1. Flame Retardants: All furniture shall be free of flame retardant chemicals at levels above 1,000 parts per million in both standard and optional components, excluding electrical components. a. All upholstered seating subject to TB 117-2013 shall be labeled as not containing flame retardant chemicals consistent with the manner described in Section 19094 of the California Business and Professions Code.
b. A product may contain flame retardants if required to meet code or regulation (e.g., TB 133 or ASTM E 1537), in accordance with the following criteria:
i. No halogenated flame retardant chemical may be used at levels above 1,000 parts per million by weight of the homogeneous material, excluding electrical components.
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ii. Products that contain flame retardant chemicals that have been fully assessed using GreenScreen v1.2 (or newer) and meet the criteria for benchmark 2, 3, or 4 will be preferred.
2. Formaldehyde and Volatile Organic Compounds (VOCs): All furniture shall comply with ANSI/BIFMA e3-2014 Furniture Sustainability Standard, Sections 7.6.1 and 7.6.2, using either the concentration modeling approach or the emissions factor approach. a. Test results shall be modeled using the open plan, private office, or seating scenario in ANSI/BIFMA M7.1, as appropriate.
b. Furniture products that additionally meet ANSI/BIFMA e3-2014 Section 7.6.3 and/or California Department of Public Health Standard Method v1.1 (emission testing method for California Section 01350) are preferred.
c. Salvaged and refurbished furniture more than one-year old at the time of re-use is considered compliant, provided it meets the requirements for any site-applied paints, coatings, adhesives, and sealants.
d. All composite wood materials, including hardwood plywood, particleboard, or medium density fiberboard, used in office, classroom, or healthcare furniture shall comply with Phase 2 of California’s Code of Regulations, Title 17 §93120.2 – Airborne Toxic Control Measure to Reduce Formaldehyde Emissions from Composite Wood Products.
3. Per and Poly-Fluoroalkyl Substances (PFASs) used as stain/water/oil resistant treatments: All furniture shall be free of any long- and/or short-chain per- and poly-fluorinated alkyl compounds and fluorinated polymers used as stain, water, or oil resistant treatments above 100 ppm by weight of the homogenous material.
4. Antimicrobials: All furniture shall be free of any added or built-in chemical antimicrobials.
Antimicrobials added to raw materials for the sole purpose of preserving the product are exempt, with the exception of triclosan and triclocarban which are explicitly prohibited.
5. Polyvinyl Chloride (PVC): All furniture shall be free of polyvinyl chloride (PVC) greater than 1% of product by weight, excluding electrical components. Electrical components that are free of PVC are preferred.
6. Heavy Metals: All furniture shall be free of any heavy metals, including hexavalent and trivalent chromium, in concentrations greater than 100 ppm.
F. Compostable Food Service Ware
Compostable food service containers and packages that have recycled and/or sustainably harvested content are preferred wherever possible.
1. All products must be certified compostable by the Biodegradable Products Institute (BPI) or Green Seal GS-35, proving that the finished product meets ASTM standards D6400 or D6868 for compostability. BPI-certified products can be accessed at:
http://products.bpiworld.org/. Documentation may be required. 3499
2. Products made 100% from paper, wood, bamboo or other obviously plant-based material, that are uncoated, unlined, or clay-coated (such as wooden stir sticks or uncoated paper plates) automatically meet this commercial compostability requirement without certification, so long as they appear on the Cedar Grove Accepted Items list for commercial compostability (https://cedar-grove.com/compostable/accepted-items), and the material type is disclosed.
3. Products with polyethylene liners are not compostable, and therefore do not meet the intent of these specifications.
4. Products shall not contain highly hazardous additives, including but not limited to persistent, bioaccumulative, or toxic chemicals (PBTs); carcinogens; mutagens; reproductive toxins, organohalogen-based chemicals (bromine, chlorine, fluorine or iodine); and endocrine disruptors.
5. Products shall not contain polyvinyl chloride (PVC), acrylonitrile butadiene styrene (ABS), polycarbonate (PC), polyurethane (PU), or any fluorinated chemicals. If product is fiber-based (including paper), ask for identification of the type of grease barrier or coating used.
6. Product is manufactured entirely with chlorine-free processing, meaning that no chlorine or chlorine compounds were used during manufacturing. Products may be unbleached or whitened in a chlorine-free process (if certified process chlorine-free).
7. Paper products are made from 40% post-consumer recycled content or 100% total recycled content (pre- or post- consumer), unless intended for hot beverages, in which case they are made from a minimum of 10% post-consumer recycled content. Bidder should disclose the amount and type of recycled content.
8. Non-cutlery products contain at least 90% biobased carbon content; cutlery products contain at least 70% biobased carbon content. Bidder can provide documentation demonstrating that its biobased carbon content meets the above specifications through one of the following:
a. ASTM Standard D6866 laboratory test data
b. USDA’s BioPreferred Label
c. Products made of 100% uncoated wood, bamboo, paper or other obviously fiber-based material will automatically meet these biobased content requirements. Samples may be requested.
9. Product shall not contain added engineered nanomaterials.
10. Product materials were sustainably produced and are certified as one of the following:
a. Forest Stewardship Council (FSC)
b. Protected Harvest
c. Rainforest Alliance
d. Fair Trade USA
11. Feedstock and final product are produced in North America.
12. Product material grown without genetically modified organisms and certified to be GMO-free by one of the following:
a. Non-GMO Project Verified (www.nongmoproject.org)
b. CERT ID NonGMO
c. ProTerra Certifications (www.geneticid.com/services/certification) 3500
13. Product is made from sustainably grown, non-food agricultural resources such as perennial biomass crops and sustainably harvested residues (for more information, see the Sustainable Bioplastic Guidelines:
https://healthybuilding.net/uploads/files/sustainable-bioplastic-guidelines.pdf
14. Product is EcoLogo or Green Seal-certified by one of the following:
a. EcoLogo CCD-084 (Table Napkins),
b. EcoLogo CCD-085 (Kitchen Towels),
c. EcoLogo CCD-086 (Hand Towels),
d. Green Seal GS-1 (Sanitary Paper Products),
e. Green Seal GS-9 (Paper Towels and Napkins),
f. Product meets the standard for biodegradability in the marine environment (ASTM D7081-05).
15. Inks for printing and graphics are vegetable-based and approved for use by U.S. Food and Drug Administration, where required.
G. Water Appliances/Fixtures
This category includes all products covered by WaterSense including residential toilets, showerheads, bathroom faucets, commercial toilets, urinals, pre-rinse spray valves, irrigation controllers, and spray sprinkler bodies.
8. Best Practices for Procurement Services9
1. Market basket lists can be used as a tool for increasing the purchase of sustainable products at competitive and affordable prices. By only including products meeting the Required and Preferred Level of sustainability criteria in a market basket list, the University may be able to achieve reduced rates that will in turn direct spend towards sustainable products over conventional products. Allowing for revisions to the market basket beyond traditional changes in volume/spend patterns may allow for more competitive pricing on newly added sustainable items.
2. Through solicitation specifications and contract provisions, suppliers are required to:
a. Clearly identify UC-recognized “light green” and “dark green” sustainable items in product catalogs.
b. Ensure that any additional sustainability symbols/icons/certifications are displayed along with attribute details per product (e.g. a product with a recycled content symbol must also have in its product description details about the % total recycled content and % post consumer recycled content).
c. Offer capabilities to:
9 Modified from: https://nerc.org/documents/EPP/Office%20Supplies/EPP%20Specs%20- %20Office%20Supplies.pdf
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