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HomeMy WebLinkAbout25E - DEVELOPMENT OF INFORMATION SHARING WEBSITE/SECURE PORTALREQUEST FOR COUNCIL ACTION CITY COUNCIL MEETING DATE: DECEMBER 6, 2010 TITLE: AGREEMENT WITH MINDTOUCH INC. FOR DEVELOPMENT OF INFORMATION SHARING WEB SITE / SECURE PORTAL CITY MANAGER RECOMMENDED ACTION CLERK OF COUNCIL USE ONLY: APPROVED ? As Recommended ? As Amended ? Ordinance on 15i Reading ? Ordinance on 2nd Reading ? Implementing Resolution ? Set Public Hearing For_ CONTINUED TO FILE NUMBER Authorize the City Manager and the Clerk of Council to execute the attached agreement with MindTouch Inc. to provide a web site and secure portal for the Anaheim/ Santa Ana Urban Area in an amount not to exceed $100,000, subject to non-substantive changes approved by the City Manager and City Attorney. DISCUSSION The United States Department of Homeland Security has developed the Urban Areas Security Initiative (UASI) funding program. UASI provides funds to local emergency first responders to enhance security and overall preparedness to prevent, respond to, and recover from acts of terrorism. The grant specifically provides funding for anti-terrorism equipment, planning, training, and exercises. The City of Santa Ana has fiscal responsibility for the FY09 UASI grant for the Anaheim/ Santa Ana Urban Area which encompasses the 34 jurisdictions in Orange County. The notice inviting proposals was advertised on September 29, 2010 and evaluated to identify a suitable vendor to design, develop and deliver a web site and secure portal to enhance the Anaheim/ Santa Ana Urban Area's capability to share homeland security related information with its stakeholders as well as the public. The following is the rating results: VENDOR MindTouch, Inc. Civic Resource Group Americaneagle.com, Inc. Hitachi Consulting Neudesic LOCATION SCORE San Diego 96.50 Los Angeles 89.75 Los Angeles 87.00 Irvine 85.50 Irvine 82.75 25E-1 Agreement for Information Sharing Web Site / Secure Portal December 6, 2010 Page 2 Requirements of the RFP evaluation covered nine key areas included overall responsiveness to the RFP, experience of vendor to deliver services through a local office within a 100 mile radius to Santa Ana, references, cost and demonstration of the development and delivery of a web site as well as grant funding compliances. The offer from MindTouch Inc. received the highest percentage in the scoring process and meets or exceeds the evaluation criteria. FISCAL IMPACT Funds are available in the FY 2008 UASI Grant Program through Project D - Information Sharing fund account (no.12514490-62300-10422001182) as approved by the City Council with Agreement A-2009-021. APPROVED AS TO FUNDS AND ACCOUNTS: ? it- --- V - y ter- Paul M. Walters Francisco Gutierrez Chief of Police Executive Director Police Department Finance & Mgmt. Services Agency Exhibit: 1. Agreement 25E-2 CONSULTANT AGREEMENT THIS AGREEMENT, made and entered into this 9th day of December, 2010 by and between MindTouch Inc., a California corporation (hereinafter "Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (hereinafter "City"). RECITALS A. City, acting through the Santa Ana Police Department in its capacity as a Core City and lead agency for the Anaheim / Santa Ana Urban Area under the FY09 Urban Areas Security Initiative ("UASI"), has applied for, received and accepted a grant from the federal Department of Homeland Security and through the State of California, Emergency Management Agency, to enhance countywide emergency preparedness, hereinafter referred to as "the Grant". B. The City desires to retain a consultant having special skills and knowledge in the field of web site development. C. Consultant represents that they have the necessary skills and experience to provide such services to the City. D. Consultant has submitted a Proposal which identifies the scope, tasks and general time lines for providing the services and the costs thereof. E. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall design, develop and deliver a web site and information sharing portal in accordance with the Technical Specifications outlined in Section IV of RFP 10-041 and the Consultants Proposal, attached hereto as Attachment A, and incorporated by reference. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services, the rates and charges identified in Exhibit A. The total sum to be expended under this Agreement shall not exceed $100,000 during the term of this Agreement. b. Payment by City shall be made within thirty (30) days following receipt of proper invoice evidencing the completion of milestones as set forth in Exhibit A. 3. USE AND OWNERSHIP OF DOCUMENTS It is understood by and agreed to between the parties that all documents, outlines, written materials, or materials prepared for the web site hereunder, paid for with Grant funds, or composed utilizing information provided by Santa Ana, shall be the property of Santa Ana and 25E-3 Page 1 of 7 shall be delivered to Santa Ana upon completion of the services hereunder. 4. TERM This Agreement shall commence on the date first written above and terminate within one year from the date first written above, unless terminated earlier in accordance with Section 13, below. The term of this contract may be extended upon a writing executed by the Chief of Police and the City Attorney. 5. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, agents, volunteers, and employees as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting there from and damage to property, resulting from any covered act or occurrence arising out of Consultant's operations in the performance of this Agreement. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting there from, and property damage, in the total amount of $1,000,000 per occurrence. Consultant shall supply City with a fully executed additional insured endorsement to be approved in form by the City Attorney. b. Worker's Compensation Insurance. In accordance with the provisions of Section 3300 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self-insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. c. Professional Liability Insurance. If Consultant is or employs a licensed professional such as an architect or engineer, Consultant shall provide professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim and not less than $2,000,000 annual aggregate. d. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: (i) Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. 25E-4 Page 2 of 7 (ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved in form by the City Attorney. (iii) Certificates and policies shall state that the policies shall not be canceled without thirty (30) days prior written notice to the City. Ten (10) days notice if cancellation is due to non-payment of premium. e. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. 7. INDEMNIFICATION Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents, employees, and special counsel from liability for personal injury, or just compensation, arising out of claims for personal injury, including health, and claims for property damage, to the extent they arise from the negligent or willful misconduct in the performance of operations or errors or omissions of the Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement. Inasmuch as measures to prevent or mitigate the effect of any act or terrorism are unique to the act, and the actions that may be taken in controlling, preventing or suppressing acts of terrorism are unique to the act, Consultant is not responsible to City for designing or advising on or otherwise taking measures to prevent or mitigate the effect of any act of terrorism or any action which may be taken in controlling, preventing, suppressing or in any way relating to an act of terrorism. 8. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 9. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 10. NOTICE 25E-5 Page 3 of 7 Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by telefacsimile or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Telefacsimile (714) 647-6956 With courtesy copies to: Santa Ana Police Department UASI / Homeland Security Division 60 Civic Center Plaza and P.O. Box 1981 (M-97) Santa Ana, California 92702 Telefacsimile (714) 245-8745 Attn: Brian Sheldon City Attorney City of Santa Ana 20 Civic Center Plaza (M-29) P.O. Box 1988 Santa Ana, California 92702 Telefacsimile (714) 647-6515 To Consultant: Chief Financial Officer MindTouch Inc. 401 West "A" Street, Suite 250 San Diego, CA. 92101 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by telefacsimile, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 11. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, that terms and conditions hereof, shall not bind or obligate Consultant nor the City. Each party to this Agreement acknowledges that no representations, inducements, promises or 25E-6 Page 4 of 7 agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 12. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 13. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. 14. DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 15. JURISDICTION -VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 16. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 25E-7 Page 5 of 7 17. CONSULTANT CERTIFICATIONS a. Audit Records - With respect to all matters covered by this Agreement, all Consultant records shall, to the extent practicable, be made available for audit and inspection by the City, the grant agency and/or their duly authorized representatives for a period of three (3) years from the termination of this Agreement. For a period of three years after final delivery, hereunder or until all claims related to this Agreement are finally settled, whichever is later, Consultant shall preserve and maintain all documents, papers and records relevant to the services provided in accordance with this Agreement, including the Attachments hereto. For the same time period, Consultant shall make said documents, papers and records available to City and the agency from which City received grant funds or their duly authorized representative(s), for examination, copying, or mechanical reproduction on or off the premises of Consultant, upon request during usual working hours. b. Consultant shall provide to City all records and information requested by City for inclusion in quarterly reports and such other reports or records as City may be required to provide to the agency from which City received grant funds or other persons or agencies. c. Section 504 of the Rehabilitation Act of 1973 (Handicapped) - All recipients of federal funds must comply with Section 504 of the Rehabilitation Act of 1973 (The Act). Therefore, the federal funds recipient pursuant to the requirements of The Act hereby gives assurance that no otherwise qualified handicapped person shall, solely by reason of handicap be excluded from the participation in, be denied the benefits of or be subject to discrimination, including discrimination in employment, in any program or activity that receives or benefits from federal financial assistance. The Consultant agrees it will ensure that requirements of The Act shall be included in the Agreements with and be binding on all of its contractors, subcontractors, assignees or successors. d. Americans with Disabilities Act of 1990 - (ADA) Consultant must comply with all requirements of the Americans with Disabilities Act of 1990 (ADA), as applicable. e. Political Activity - None of the funds, materials, property, or services provided directly or indirectly under this Agreement shall be used for any partisan political activity, or to further the election or defeat of any candidate for public office, or otherwise in violation of the provisions of the "Hatch Act". E. Civil Rights Compliance and Notification of Findings - Consultant will comply, and all its contractors (or subrecipients) will comply, with the nondiscrimination requirements of the Omnibus Crime Control and Safe Streets Act of 1968, as amended, 42 USC 3789 (d), or Victims of Crime Act (as appropriate); Title VI of the Civil Rights At of 1964, as amended; Section 504 of the Rehabilitation Act of 1964, as amended; Subtitle A, Title II of the Americans with Disabilities Act (ADA) (1990); Title IX of the Education Amendments of 1972; the Age Discrimination Act of 1975; Department of Justice Non-Discrimination Regulations, 28 CFR Part 42, Subparts C, D, E, and G; and Department of Justice regulations on disability discrimination, 28 CFR Part 35 and 39. In the event a Federal or State court, Federal or State administrative agency, or the Consultant makes a finding of discrimination after a due process hearing on the grounds of race, color, religion, national origin, sex, or disability against a recipient of funds, the Consultant will forward a copy of the findings to the City which will, in turn, submit the findings to the Office of Civil Rights, Office of Justice Programs, U.S. Department of Justice. 25E-8 Page 6 of 7 18. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: CITY OF SANTA ANA, a municipal Corporation of the State of California MARIA HUIZAR Clerk of the Council DAVID N. REAM City Manager APPROVED AS TO FORM: JOSEPH W. FLETCHER City Attorney MINDTOUCH INC. By: Melissa Crosthwaite Deputy City Attorney Byoung Do Lee Chief Financial Officer Tax ID# 20-2008867 25E-9 Page 7 of 7 25E-10 Attachment A SECTION IV TECHNICAL SPECIFICATIONS 4.0 REQUIREMENTS 4.1 Web Site / Portal Project Goals: The vendor will deliver a complete and usable web site / portal as described in this section, which can then be hosted and maintained by the Orange County Intelligence Assessment Center (OCIAC) and grant management staff. The web site / portal will have access tiers for the public, the different groups working within OCIAC, and those responsible for managing the homeland security grants. 4.2 Reporting / Notification Needs: The site should harvest and log user activity data based on log-in. The site should also harvest and log IP addresses from members of the public who download items or submit forms on the site. The specific user activity data fields to be logged will be provided by OCIAC staff. There should be a function which allows this data to be viewed in report form. The web site / portal should have the ability to allow administrative users to produce reports based on the data that has been entered into the various online forms and sections of the site. These reports would include, but are not limited to summary reports on the number or suspicious activity reports submitted during the requested period of time, reports on the number of TLOs broken down by discipline and jurisdiction, reports on the classes attended by each TLO, summary reports on grant projects which include progress status, the amount of funds allocated, encumbered, or expended. 4.3 Content Population: OCIAC personnel and grant administrators will provide the selected vendor with specific content information to include: initial content, a draft site map in outline form, logos, sample forms, list of group permissions (data classification), and first and second level navigational menu items for the public, OCIAC, and grant portions of the web site / portal. The visual design, navigational and content structure will be developed by the vendor in conjunction with stakeholders from the represented groups. 4.4 Graphic Design and Implementation: The web site / portal should have a simple, professional looking master design for the OCIAC and grants management sections with a nested master/template for the OCIAC and grants management sections that allow for a different logos and banners, and a third level nested master for sub-groups within the OCIAC and the grants management office. These will appear to be unique websites through the use of sub-domains. See the following examples for websites with similar desired look and features for the design: http://www.tlo.org (e.g. Report a Lead) 1 of 20 25E-11 Attachment A http://www.sacrttac.org (e.g. Members Login) 4.4.1 The website should be fast loading, with a high percentage of text to formatting, structural code or graphics. Text styled with CSS, not graphics, should be used for navigation. 4.4.2 Minimal or no horizontal scrolling on monitors at resolutions of 1024 pixels wide. 4.4.3 Design will include on each page a navigational aid with links back to each previous page (breadcrumb trail). 4.4.4 The OCIAC will be allowed two rounds of revisions to be completed within the production schedule. The initial design may be provided in a mockup format. A fully working prototype to be tested for usability will be required before full approval of the design. Usability testing will include the following platforms: 4.4.4.1 Firefox 1.0+/Mozilla 1.5+ (Mac & Windows) 4.4.4.2 Internet Explorer 6+ (Windows) 4.4.4.3 Safari 1.0+ (Mac) 4.5 Content Management System (CMS): 4.5.1 The vendor will provide a web CMS for the web site / portal. There should be flexibility within the portion of the site assigned to a specific user group for designated staff to add, remove, and update content using tools and templates that do not require extensive knowledge of web development languages or technical structure. All pages on the site and page attachments should be fully indexed to allow for efficient searches. Types of attachments to be indexed include Adobe PDF and Microsoft Office documents. Selected staff from OCIAC and the grants management office will need to be able to edit the components of the site using typical word processing skills in a WYSIWYG environment. 4.5.2 Once the design is finalized, the vendor will create the needed HTMUCSS and other coded pages and/or databases for the construction of a website template, so that the template can be thoroughly tested. 4.6 Public Pages: 4.6.1 The web site / portal will have a public-facing homepage with brief information about the OCIAC and homeland security grant programs, as referenced in Section 1.1, above. 4.6.2 The web site / portal will have pages reporting public information on grant awards and projects with this information being provided by the staff of the grants management office. 4.6.3 The public facing page(s) related to the OCIAC will also include: 4.6.3.1 A page for members of the public to report a tip or lead. This portion will have a custom web part or module with a form to gather the required tip 2 of 20 25E-12 Attachment A or lead information storing the data in a database. Part of the submittal process will include; 4.6.3.1.1 Entry of characters from a security image (e.g. CAPTCHA) 4.6.3.1.2 Collection of the IP address of the submitter 4.6.3.1.3 Insertion of the form data and IP into a database 4.6.3.1.4 E-mailing the data to an OCIAC administrator 4.6.3.2 The web site / portal will list links to other public web sites that have additional related information. OCIAC and grant administrators should be able to edit these links as well as add additional links at any time using a WYSIWYG interface. 4.7 Secure or Limited Access Pages 4.7.1 The CMS will allow tiered access to selected portions of the site based on a list of user groups and their privileges. The user passwords will expire every 6 months, and the module will notify a user when their password has expired and collect and store a new password. Should the user forget their password the site will provide a method for the retrieval of their password. 4.7.2 The homepage will have a login form or link to a login page for OCIAC users and grant management users that allow access to the secure portions of the web site / portal. The login component will include a non-disclosure agreement screen requiring an affirmative response before granting access. 4.7.3 The user should only be able to view navigational elements which they have permission to access. 4.7.4 The web site / portal will have a separate page for each sub-component group. For the OCIAC secured area: 4.7.4.1 Terrorism Liaison Officer (TLO) 4.7.4.2 Critical Infrastructure Protection (CIP) 4.7.4.3 Private Sector Terrorism Response Group (PSTRG) 4.7.4.4 There should be a fourth page for the OCIAC secure area that is common to all OCIAC sub-groups For the grant management secured area; 4.7.4.5 Anaheim Police Department Grant Management Unit 4.7.4.6 Santa Ana Police Department Grant Management Unit 4.7.4.7 Orange County Sheriff Department (OCSD) Grant Management Unit 4.7.4.8 There should be a fourth page for the grant management secured area that is common to all of the grant offices. 4.7.5 The web site / portal will have a web-based administrative interface to be used by OCIAC and grant administrators, that is secured with username and password 3 of 20 25E-13 Attachment A access, to view the list of users and administrators, view/edit fields associated with any given user record, including name, username and password, and whether "active" or "inactive", and to add or delete a user/administrator. 4.7.6 The web site / portal will have a meeting/event calendar module. The calendar will allow each group and sub-group to add content to the calendar. Calendar items will only be viewed by users in groups with access to those items. The calendar should allow for items to be links which will navigate users to other sections or documents contained in the web site / portal. An example of this would be links displayed on a calendar which take the user to a list of classes available on that date or to a web form which allows the user to register for the class indicated on the calendar. 4.7.7 The web site / portal will have an archive of documents for the TLO's, CIP and Intelligence users, including sample infrastructure assessments and a blank assessment worksheet. The archive should be fully indexed to allow for effective searches. Users should have the ability to search by document title, type, author, and key words found in the document narrative. The library should accept a wide variety of document file types such as Microsoft Office applications (Word, Excel, PowerPoint, Publisher, etc.), Adobe PDF, HTML, etc. Only OCIAC web administrators will have the ability to upload to this library. 4.7.8 The web site / portal will have a library of all grant processing forms and documents. Only grant web administrators will have the ability to upload to this library. Sub-recipients will be able to access the library and select the form they need. The web site / portal will have internal, online forms that sub-recipients can complete and submit. The data from these forms, once submitted, will be stored in a linked database. Users will also be able to generate a "printer friendly" version of the completed form that they can either print to a hardcopy or generate an Adobe PDF file to save for their records. The vendor will be responsible for creating at least 20 such forms, their purpose and content to be determined during the design process. 4.7.9 The vendor will provide a grant application module that uses a multi-step process. This process will include: an application submission component, an approval component, a project management component and a reimbursement component. 4.7.9.1 The application submission component will collect the information elements determined necessary by the grant administrators via an online form and store the information in a database. Once submitted, the appropriate grant administrator will be notified of the submission by e-mail. The form will allow for required fields as well as validate the data in specifically designated fields. An error message will indicate or highlight the missing or incorrect fields. The online form will then produce a "printer friendly" form which will include the information entered in the online form as well as signature and date blocks to be filled out by and on the hardcopy by the applicant. 4 of 20 25E-14 Attachment A The application form should have the ability to be on a secure socket layer, depending on the privacy of the information exchanged. This will be determined by the grant staff. 4.7.9.1.1 Grant administrators from Anaheim, Santa Ana, and the Orange County Sheriff's Department will manage the grant process for the sub-recipients and are designated by grant year; odd years - Santa Ana, even years - Anaheim, and all SHSGP funded projects - Orange County Sheriff Department. The application process should allow for the submission of the documents to the appropriate grant administrator. 4.7.9.2 The application approval component will allow the grant administrators to track the approval process of the applications noting key review points and approval dates. The approval component will allow grant administrators to notify the applicant via email of the applications approval or rejection. Once approved, the application information, namely milestones and budget figures, will be automatically uploaded into the project management component. 4.7.9.3 The project management component will permit the grant administrators to track the progress of the projects. The module should list the milestones for the approved project and have a charting feature that indicates the percentage of completion. The project management component should allow sub-recipient project managers to submit reports regarding their progress with these reports having a narrative based comment area. 4.7.9.4 The reimbursement component will allow sub-recipients to submit online forms requesting reimbursement for project expenditures. 4.7.9.4.1 Grant administrators will provide the form designs and workflow for the reimbursement process. 4.7.9.4.2 As reimbursements are submitted, the account balance will reflect the expenditures and calculate and display the adjusted remaining balance. The module should display a chart reflecting account information such as the amount expended and balance available. 4.7.9.4.3 Sub-recipients should have the ability to upload attachments for reimbursement justification into a designated document location. 4.7.9.4.4 Upon form submittal, notification containing links to uploaded documents will be e-mailed to the appropriate grant administrator. 4.7.9.5 The web site / portal will permit grant administrators the ability to notify sub-recipients of missing or incomplete forms used in the application, project management, or reimbursement submission process. 5 of 20 25E-15 Attachment A 4.7.9.6 Each participating sub-recipient will have a document location accessible only to that sub-recipient and the UASI grants administrators. The document location will be used by the sub-recipients to store uploaded attachments, scanned documents, maps, receipts, etc. The grants administrators can access the location to process the grants and receive required applications and documents, progress reports, and reimbursement claims. 4.7.9.7 The web site / portal will have a location where Notices and Informational Bulletins can stored for retrieval by grant administrators and sub-recipients. Assess to this location will be controlled by user privileges. 4.7.9.8 Upon form submittal, notification containing links to uploaded documents will be e-mailed to the appropriate grants administrator. 47.10 The vendor will provide a custom module for online registration and reimbursement for training. 4.7.10.1 The module will permit on-line registration for a training classes filling in user information from the user database. Users will view the calendar for available training classes, select the class they wish to take, and fill out an online application for submission. The application should e-mail a confirmation to the user. The application should also have a reporting page accessible to the appropriate grant training administrator which lists the users and their information by class. 4.7.10.2 The module should have the capability to allow grant sub-recipient to apply for classes that are not listed on the training calendar. 4.7.10.3 The module should have the capability for a grant sub-recipient to submit a training reimbursement claim and have the claim amount subtracted from the total allocated funds once the submission has been approved. The sub-recipient should have the ability to see the remaining balance of their funding amounts. 4.7.10.4 The module should permit the grant and training administrators to produce reports regarding the number of trained personnel broken down by discipline and jurisdiction, number of classes presented, and number, discipline, and jurisdiction of personnel attending each class. 4.7.11 The vendor will provide a custom inventory module to: 4.7.11.1 List an inventory of regional UASI shared equipment that indicates the equipment's location and status. 4.7.11.2 List requirements related to using the equipment, associated costs, and personnel requirements. 4.7.11.3 Allow users to request the use of UASI purchased/owned equipment via an online form and have the form data e-mailed to the appropriate equipment owner/manager as well as the appropriate grant management agency. 6 of 20 25E-16 Attachment A 4.7.12 Search function: each page should have a simple search form in a prominent location. The search engine will automatically find and index new documents. 4.7.12.1 Search results should only show those pages which the user has access to or only pages within his/her group's portion of the site. 4.7.13 The web site will have a stand alone address book for use by OCIAC and grant management staff to maintain contact information. 4.7.14 The OCIAC and the grants home page will each have a module presenting the current additions to the site, automatically chosen based on date of publication. 4.7.14.1 The current additions section will show the 10 most current additions that the given user is able to access. 4.7.15 The web site / portal will contain links to other websites which contain additional information and these links will be editable by OCIAC and grants management staff. Administrators from OCIAC and grants management office should have the ability to remove links or add additional links at anytime using a WYSIWYG. 4.7.16 The web site / portal will provide a module that allows users to subscribe to a list server in order to receive notifications about grant deadlines, training courses, etc. 7 of 20 25E-17 Attachment A MinclTouch OCIAC MinclTouch Professional Services 10/19/2010 25E-18 8 of 20 Attachment A Table of Contents Fusion Centers ............................................................................................................................... 10 MinclTouch Out of the Box ............................................................................................................ 10 MinclTouch Branding ..................................................................................................................... 14 W i refra m e s ............................................................................................. 14 ................................... Design ............................................................................................ 15 ............................................ Design Examples ........................................................................................................................ 15 Branding Review ........................................................................................................................ 15 Homepage ................................................................................................... . 15 . ............................ Custom MinclTouch Plugins ....................................................................................................... 15 Tips Submission Form ............................................................................................................ 15 Interactive Calendar Plugin .................................................................................................... 16 Interactive Calendar Display ........................................................ 17 .......................................... Reimbursement Creation Form Addon .......................................... 17 ....................................... Reimbursement Form Display Dashboard .......................................... 18 ................................... Grant Entry Form Plugin .......................................................... 18 .............................................. Grant Entry Project Page ......................................................... 19 .............................................. Grant Entry Display Dashboard ................................................... 19 .......................................... Key Stakeholders .................................................................................... 20 ................................... Cost Proposal ........................................................................................ 20 ..................................... Project Timeline and Payment Milestones ................................................................................ 20 9 of 20 25E-19 Attachment A Statement of Work Fusion Centers MindTouch Out of the Box MindTouch is a robust platform that out of the box delivers an immediate value to your strategic documentation and collaboration efforts. The following features are part of MindTouch 2010 and cannot be customized as part of the skinning package. For customizations or development outside of this scope please contact your MindTouch Sales Manager. Breadcrumbs Breadcrumbs provide a hierarchical form of navigation to inform users of their location relative to other content in the hierarchy. Breadcrumbs are automatically generated based on the location of a page within the hierarchy. Breadcrumbs are displayed above the page content and can be configured to display anywhere within the site "skin". Community Scoring Finding quality content can quickly become a challenge for a rapidly growing community. MindTouch community scoring mitigates the responsibility of quality assurance by leveraging community involvement. Community scoring influences the search to ensure high quality results. Additionally, scoring can be reviewed via reports to identify high and low quality content. DekiScript MindTouch is an enterprise grade web platform with a variety of tools that make developing and deploying large applications quick and easy. Power users can use DekiScript to build custom reports, dashboards and even their own applications. DekiScript can be entered into any MindTouch page for rapid application development. Users who are new to DekiScript can utilize the MindTouch Community Portal for access to documentation, support and success to other passionate DekiScript developers. Navigation MindTouch utilizes a hierarchical navigation to display the structural organization of content within the platform. The navigation is permanently displayed on the left hand side of the application interface and is animated to allow access to the subpages of the hierarchy. The navigation can be displayed or hidden for specified groups of users. The MindTouch navigation also maintains content relationships and doesn't allow for the existence of orphaned pages. Page Notifications MindTouch comes equipped with an advanced email notification system that offers user activity updates on any page or hierarchy of pages throughout the site. Email notifications have a configurable frequency to ensure an appropriate level of interaction with users. Additionally notifications are batched together resulting in a clean and understandable overview of the selected activity. Email notifications pertain to all content updates in MindTouch including comments, tags, file uploads etc. 10 of 20 25E-20 Attachment A Email notifications can be completely customized via the provided text and HTML templates. Print to PDF Every MindTouch page can quickly be printed into PDF format utilizing the "Print to PDF" function. The print to PDF functionality is accessible on every content page within MindTouch. Recent Changes MinclTouch has a plethora of tools used to enhance the discovery and location of relevant content. The Recent Changes report displays a chronological table of user contributions. This report includes page modifications, file uploads, comments added, etc. The Recent Changes report can be filtered to list contributions by individual users or by the entire community of contributors. The Recent Changes report is also available via RSS for users to keep updated using the tools they choose. Revision History MindTouch ensures that all of your content is safe and secure by maintaining all modifications in revision history. Every interaction with a page or file is stored in the revision history and can be reverted by authorized users. RSS MindTouch offers a variety of very useful RSS feeds for advanced site monitoring and engagement. Available RSS feeds include: • Site wide recent changes • Site wide comments • Site wide new pages • User activity • User contributions • Page comments • Page changes • Page history Search MindTouch has developed state of the art search capabilities to adapt to a customer's ever evolving strategic documentation needs. The MindTouch search algorithm acknowledges the content value, page rating, search tendencies, user activity, click frequencies, file attachments, tags, page properties and more to deliver the highest quality documentation to users. Security Permissions MindTouch permissions are extremely flexible and allow user, role and group management. Administrators in MinclTouch can define custom roles with any combination of actions such as update, delete, and create. Once a role has been defined it can be assigned to either an individual user or a group of users. 11 of 20 25E-21 Attachment A Content within MindTouch can be restricted to be public, semi-public or private and can have any number of users, groups or roles added as exceptions to the rule. Restrictions can be applied to an individual page or to a page and its subsequent pages. • Public: Everyone can view and edit the page • Semi-Public: Everyone can view but only listed users can edit the page • Private: Only listed users can view and edit the page Sharing The MindTouch share feature allows users to quickly and easily send documentation to contacts via email. The share feature is available on every collaborative page and can be accessed by all registered users. Support MindTouch is proud to offer best in class customer support. Whether you're looking for experienced advice or highly technical troubleshooting the MindTouch Support team is your solution for rapid and professional problem solving. Support packages are available for all sizes of organizations and can be tailored to meet any organization's needs. Tags Tags can be added to any page to increase discoverability and identify content. The tags interface is exposed below the editor content and provides "tag suggestions" based on the other tags in the site. Templates Templates provide an easy format for legible documentation. MindTouch templates can be accessed through an easy-to-use dialog interface in the page editor. Templates can be restricted to allow for individual or group access. User Management MindTouch permissions are extremely flexible and allow user, role and group management. Administrators in MindTouch can define custom roles with any combination of actions such as update, delete, create and more. Once a role has been defined it can be assigned to either an individual user or a group of users. Content within MinclTouch can be restricted to either public, semi-public or private and can have any number of users, groups or roles added as exceptions to the rule. These restrictions can be applied to an individual page or to a page and its subsequent pages. • Public: Everyone can view and edit the page • Semi-Public: Everyone can view but only listed users can edit the page • Private: Only listed users can view and edit the page File Management Any file can be uploaded to MindTouch (subject to file size and type restrictions as specified by the administrator). Files within MindTouch are versioned and adhere to the same stringent security standards as any other piece of content throughout the system. Individual file versions can be viewed; however, links to those files only point to the most recent version unless explicitly specified. In addition, files deleted from within MindTouch can be retrieved or permanently removed by the system administrator in the control panel. 12 of 20 25E-22 Attachment A WYSIWYG Editor MindTouch offers a very rich user experience for editing HTML. Editors support all native HTML tags and offer an intuitive "Microsoft Word Like" experience for adding, editing, resizing and embedding content. 13 of 20 25E-23 Attachment A MindTouch Branding The MindTouch Professional Services team is knowledgeable and experienced in application design, development and implementation. The Professional Services team will work closely with you to ensure a seamless and timely delivery. Wireframes MindTouch will provide a selection of "best practice" wireframe layouts for guidance and direction. The pre-formatted wireframes have been proven to serve both form and function which ultimately ensure the best of both design and development. Wireframe layouts are intended to guide the design and implementation process and will serve as the overall guiding factor in layout, positioning and structure. MindTouch requires that a wireframe be selected prior to commencing the project. Available wireframes include: Fixed width, centered, right navigation Fixed width, centered, right navigation 100% width, right 100% width, left navigation navigation 0 If the provided wireframes do not meet your needs MindTouch can provide additional wireframe templates to choose from. The wireframes must be created by MindTouch in order to enable optimal content delivery and user experience. 14 of 20 25E-24 Attachment A Design MindTouch requires a series of company identification materials prior to commencing the project. Company identification required materials include: Organization logo o Non flattened Adobe Photoshop files o Adobe Illustrator Vector files • Organization color palette o Palette of hexadecimal colors to be used within the design • Organization design guidelines o Any formal or required guidelines of how to implement the design Design Examples MindTouch requires a minimum of two website examples to influence the custom skin. The example website can be submitted either as a URL or screenshots. If the site is not publically accessible screenshots are required. Branding Review MindTouch will allow for up to two design (30 minute) feedback sessions in order to align expectations. Both design feedback sessions will be scheduled during the kick-off meeting in accordance with the delivery schedule. Feedback sessions will be used to gain design direction and have pertinent questions answered. Accepted design feedback includes: • Color • Design • Font • Position • Images Design feedback must be submitted to MindTouch within two business days of the design presentation. All design feedback will be triaged to determine whether it is in scope and in accordance with the SOW. Homepage • The Homepage will contain a user login area o Every time a user logs in they will have to check a box indicating they have read and agree to the non-disclosure agreement Custom MindTouch Plugins Tips Submission Form Form will be available to the public to enter/report suspicious terrorist activity Anonymously accessible while providing limited user detail 15 of 20 25E-25 Attachment A o IP address • Form inputs to be included: o Details of report o Date o Time o Suspect names o Location o Urgency • Upon Submit the form content will be emailed to a MindTouch user group (group will be managed by OCIAC administrators via the control panel) • Form will utilize CAPTCHA to validate legitimacy of report • Data will not be stored in a database • Form will be embeddable within any page throughout MindTouch Interactive Calendar Plugin • An Interactive Calendar will be created as a MindTouch plugin • "Create event" link will be globally accessible to all authenticated users and groups • "Create event" form will include the following fields: o Text Input: Title o Textarea Input: Description o Text Input: Date - Date picker o Text Input: Start Time - Time picker o Text Input: End Time - Time picker o File Upload o Text Input: Creator - pre populated • Calendar events will utilize MindTouch "chrono tags" to identify a page as an event • All calendar events will be stored under /calendar for consistency • Events can optionally be moved to alternative locations and will still populate the calendar display • Events can be optionally private depending on the MindTouch page permissions for the created event page. Group and user accessibility will be completely managed by the MindTouch restrict access interface that allows permissions to be granted to: o Public o Semi-public o Private 16 of 20 25E-26 Attachment A Interactive Calendar Display • Calendar can be embedded in any MindTouch page using MindTouch DekiScript o Documentation on embedding the calendar will be provided • Calendar display will only include a single monthly view o Clicking next or previous will display the appropriate monthly view and will require a page refresh to load o Color highlighting will identify a date that contains events o Clicking the color coded dates will display a pop-up with corresponding event ¦ Limited details will display in popup ¦ A link to the event details will be available from the popup o At this point users will not be able to register for events Reimbursement Creation Form Addon • A Reimbursement Form will be created as a MindTouch plugin • Reimbursement input form will include: o Text Input: Who - Pre-populated from MindTouch o Text Input: Name of class o Text Input: Date of class - Date picker o Text Input: Cost of class ¦ Provide 10 rows for additional cost data entry • Description • Cost ¦ Reimbursement total will be automatically calculated based on entry to individual rows of cost data o The reimbursement form will create new MindTouch page in /reimbursements o All relevant reimbursement data will be stored as page properties of the newly created reimbursement page o Only administrators and the user who submitted the reimbursement form will be able to view their form submission o A user will be able to easily view only their submissions while administrators will be able to view all submissions • Once a reimbursement form has been submitted it is no longer editable o Users will have the functionality to delete their own reimbursement forms submitted • The template that controls the layout of the reimbursement form addon will be marked as semi-public to prohibit end user tampering • Will include error messages for predefined required fields • Will not include validation for input formatting 17 of 20 25E-27 Attachment A Reimbursement Form Display Dashboard • Table view built as a MindTouch Template will be marked as semi public to prevent end user tampering • Table columns include: o Name of person o Name of class o Data of class o Total Cost of class o Status of reimbursement • Status of reimbursement can be changed directly from the dashboard. Status options include: o Pending o Rejected o Approved • All new reimbursements will default to a status of Pending • The Reimbursement Dashboard will include sortable table columns for the provided columns • The Reimbursement Dashboard will not include pagination • Upon submitting the reimbursement form the user will be redirected to their newly created reimbursement page • Only the reimbursement status can be changed by administrators Grant Entry Form Plugin • The Grant Entry Form will be created as a MindTouch Plugin • The form will include the following inputs: o Text Input: User - pre-populated from MindTouch o Text Input: Title o Timeline ¦ Text Input: Start Date - Date picker ¦ Text Input: End Date - Date picker o Text Input: Cost o 2 File uploads o Page location picker o Textarea Input: Grant Details • Will include error messages for predefined required fields • Will not include validation for input formatting 18 of 20 25E-28 Attachment A Grant Entry Project Page • The Grant Entry plugin will create a MindTouch page with corresponding details stored as page properties • A drop down with a button will display to administrators that will them to change the status of the grant entry • Note, localization is not included • The Grant Entry project page will display the following properties in a non- editable sidebar: o User o Title o Timeline o Cost o File uploads • The remaining content will be collaboratively editable by users who are granted access. This includes: o Grant Details • User access will strictly be managed by the use of the MindTouch restrict access interface that allows pages to be set to: o Public o Semi-public o Private Grant Entry Display Dashboard • Table view built as a MindTouch Template • Table will not include pagination • Table columns will be sortable by clicking on the table column header • Table columns include: o Name of person o Title of grant o Cost o Current status: ¦ Pending ¦ Rejected ¦ Approved • Approval date will not be tracked 19 of 20 25E-29 Attachment A Key Stakeholders Contact Brian Sheldon Title Project Sponsor Email bsheldon/aj)santaj a.or Jesse Rubin MindTouch Account Manager Jesser&mindtouch.corn Damien Howley Director of Technical Services damienh a mindtouch.com Robert Mason MindTouch Project Technical Lead robertm a mindtouch.com Emil Potthoff Director of Client Services and PM ? ernilypAmindtouchxorn Cost Proposal The total proposed cost of the web site project is $87,990 and breaks down as follows; One-time Fee (services) 60,000 One-time License Fee* (software) 19,995 Annual Support (support) 7,995 * fee covers the license for the version provided at the time of installation, but does not allow for new versions. Project Timeline and Payment Milestones • Project Timeline - It is understood the web site project is being funded under a Department of Homeland Security Grant and has a completion deadline of 31 March 2011. MindTouch agrees to manage the project in a manner which ensures all necessary meetings and work required to produce the final web site will be completed on or before 31 March 2011. • Payment Milestones -Within 30 days of signing an agreement, 100 percent of the software and support as well as 50 percent of the services will be paid, an amount totaling $57,990. The remaining 50 percent of the services, $30,000, is to be paid upon completion and final acceptance of the web site. 20 of 20 25E-30