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HomeMy WebLinkAbout20180540.tiffRE: DocuTek Inc. Agreement and SOW DEPARTMENT: Information Technology PERSON REQUESTING: Ryan Rose V?"--, BOARD OF COUNTY COMMISSIONERS PASS -AROUND REVIEW DATE: Brief description of the problem/issue: The Board approved the award of bid 'B 1800040 Scanning of Historical Documents for the Treasurer' to DocuTek, Inc. on March 7, 2018, for project 'TR-356 Historical Records Scan', in correlation with the Weld Imaging Solution. This process will convert scans of historical books, microfilm, and microfiche into PDF documents, which will then be uploaded to the Weld County website for public viewing. The attached contract with the statement of work has been reviewed by Frank Haug and is ready for signature. What options exist for the_Board? (Include consequences, impacts, costs, etc. of options) Grant authorization for the Chair to sign the contract. Recommendation: Weld County IT recommends that the Board grant approval for the Chair to sign the attached contract. This will allow IT to proceed with back scanning of the Treasulaniorical tax rolls. Sean P. Conway Julie Cozad Mike Freeman Barbara Kirkmeyer, Pro-Tem Steve Moreno, Chair Approve Schedule Recommendation , p . Work Session V tI)i,t1 t, tarcr kr- Other/Comments: *46, -it /6.-a Droo° 1 AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN WELD COUNTY & DOCUTEK FOR SCANNING OF HISTORICAL DOCUMENTS FOR THE TREASURER THIS AGREEMENT is made and entered into this /l�� p day of � 2018, by and between the County of Weld, a body corporate and politic of the State of Colorado, by and through its Board of County Commissioners, whose address is 1150 "O" Street, Greeley, Colorado 80631 hereinafter referred to as "County," and DocuTek, Inc. a corporation, whose address is 5805 West 6th Avenue, Unit 1 B, Lakewood, CO 80214 hereinafter referred to as "Contract Professional". WHEREAS, County desires to retain Contract Professional as an independent Contract Professional to perform services as more particularly set forth below; and WHEREAS, Contract Professional has the ability, qualifications, and time available to timely perform the services, and is willing to perform the services according to the terms of this Agreement. WHEREAS, Contract Professional is authorized to do business in the State of Colorado and has the time, skill, expertise, and experience necessary to provide the services as set forth below; NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, the parties hereto agree as follows: 1. Introduction. The terms of this Agreement are contained in the terms recited in this document and in Exhibit 'A' as the Statement of Work, of which forms an integral part of this Agreement. Exhibit 'A' is specifically incorporated herein by this reference. County and Contract Professional acknowledge and agree that this Agreement, including specifically Exhibit 'A', define the performance obligations of Contract Professional and Contract Professional's willingness and ability to meet those requirements. Exhibit 'A' consists of the Contract Professional's statement of work in response to County's Request for Bid (RFB) as set forth in "Proposal Package No. B 1800040". The bid contains all of the specific requirements of the County. 2. Service or Work. Contract Professional agrees to procure the materials, equipment and/or products necessary for the project and agrees to diligently provide all services, labor, personnel and materials necessary to perform and complete the project described in Exhibit 'A' which is attached hereto and incorporated herein by reference. Contract Professional shall faithfully perform the work in accordance with the standards of professional care, skill, training, diligence and judgment provided by highly competent Contract Professionals performing services of a similar nature to those described in this Agreement. Contract Professional shall further be responsible for the timely completion, and acknowledges that a failure to comply with the standards and requirements of Exhibit 'A' within the time limits prescribed by County may result in County's decision to withhold payment or to terminate this Agreement. 3. Term. The term of this Agreement begins upon the date of the execution of this Agreement by County, and shall continue through and until Contract Professional's completion of the responsibilities described in Exhibit `A'. Both of the parties to this Agreement understand and agree that the laws of the State of Colorado prohibit County from entering into Agreements which bind County for periods longer than one year. Therefore, within the thirty (30) days preceding the anniversary date of this Agreement, 020/1-D5�6 County shall notify Contract Professional if it wishes to renew this Contract. 4. Termination. County has the right to terminate this Agreement, with or without cause on thirty (30) days written notice. Furthermore, this Agreement may be terminated at any time without notice upon a material breach of the terms of the Agreement. However, nothing herein shall be construed as giving Contract Professional the right to provide services under this Agreement beyond the time when such services become unsatisfactory to the County. If this Agreement is terminated by County, Contract Professional shall be compensated for, and such compensation shall be limited to, (1) the sum of the amounts contained in invoices which it has submitted and which have been approved by the County; (2) the reasonable value to County of the services which Contract Professional provided prior to the date of the termination notice, but which had not yet been approved for payment; and (3) the cost of any work which the County approves in writing which it determines is needed to accomplish an orderly termination of the work. County shall be entitled to the use of all material generated pursuant to this Agreement upon termination. Upon termination, County shall take possession of all materials, equipment, tools and facilities owned by County which Contract Professional is using, by whatever method it deems expedient; and, Contract Professional shall deliver to County all drawings, drafts or other documents it has completed or partially completed under this Agreement, together with all other items, materials and documents which have been paid for by County, and these items, materials and documents shall be the property of County. Copies of work product incomplete at the time of termination shall be marked "DRAFT - INCOMPLETE." Upon termination of this Agreement by County, Contract Professional shall have no claim of any kind whatsoever against the County by reason of such termination or by reason of any act incidental thereto, except for compensation for work satisfactorily performed and/or materials described herein properly delivered. 5. Extension or Modification. Any amendments or modifications to this agreement shall be in writing signed by both parties. No additional services or work performed by Contract Professional shall be the basis for additional compensation unless and until Contract Professional has obtained written authorization and acknowledgement by County for such additional services. Accordingly, no claim that the County has been unjustly enriched by any additional services, whether or not there is in fact any such unjust enrichment, shall be the basis of any increase in the compensation payable hereunder. In the event that written authorization and acknowledgment by the County for such additional services is not timely executed and issued in strict accordance with this Agreement, Contract Professional's rights with respect to such additional services shall be deemed waived and such failure shall result in non-payment for such additional services or work performed. In the event the County shall require changes in the scope, character, or complexity of the work to be performed, and said changes cause an increase or decrease in the time required or the costs to the Contract Professional for performance, an equitable adjustment in fees and completion time shall be negotiated between the parties and this Agreement shall be modified accordingly by a supplemental Agreement. Any claims by the Contract Professional for adjustment hereunder must be made in writing prior to performance of any work covered in the anticipated supplemental Agreement. Any change in work made without such prior supplemental Agreement shall be deemed covered in the compensation and time provisions of this Agreement 6. Compensation/Contract Amount. Upon Contract Professional's successful completion of the services, and County's acceptance of the same, County agrees to pay an amount no greater than $14,797.00, which is the bid set forth in Exhibit 'A'. Contract Professional acknowledges no payment in excess of that amount will be made by County unless a "change order" authorizing such additional payment has been specifically approved by the Chief Information Officer for Information Technology, or by formal resolution of the Weld County Board of County Commissioners, as required pursuant to the Weld County Code. Any other provision of this Agreement notwithstanding, in no event shall County be liable for payment for services rendered and expenses incurred by Contract Professional under the terms of this Agreement for any amount in excess of the sum of the bid amount set forth in Exhibit 'A'. Contactor acknowledges that any work it performs beyond that specifically authorized by County is performed at Contract Professional's risk and without authorization under this Agreement. County shall not be liable for the payment of taxes, late charges or penalties of any nature other than the compensation stated herein. If, at any time during the term or after termination or expiration of this Agreement, County reasonably determines that any payment made by County to Contract Professional was improper because the service for which payment was made did not perform as set forth in this Agreement, then upon written notice of such determination and request for reimbursement from County, Contract Professional shall forthwith return such payment(s) to County. Upon termination or expiration of this Agreement, unexpended funds advanced by County, if any, shall forthwith be returned to County. County will not withhold any taxes from monies paid to the Contract Professional hereunder and Contract Professional agrees to be solely responsible for the accurate reporting and payment of any taxes related to payments made pursuant to the terms of this Agreement. Notwithstanding anything to the contrary contained in this Agreement, County shall have no obligations under this Agreement after, nor shall any payments be made to Contract Professional in respect of any period after December 31 of any year, without an appropriation therefore by County in accordance with a budget adopted by the Board of County Commissioners in compliance with Article 25, title 30 of the Colorado Revised Statutes, the Local Government Budget Law (C.R.S. 29-1-101 et. seq.) and the TABOR Amendment (Colorado Constitution, Article X, Sec. 20) 7. Independent Contract Professional. Contract Professional agrees that it is an independent Contract Professional and that Contract Professional's officers, agents or employees will not become employees of County, nor entitled to any employee benefits from County as a result of the execution of this Agreement. Contract Professional shall perform its duties hereunder as an independent Contract Professional. Contract Professional shall be solely responsible for its acts and those of its agents and employees for all acts performed pursuant to this Agreement. Contract Professional, its employees and agents are not entitled to unemployment insurance or workers' compensation benefits through County and County shall not pay for or otherwise provide such coverage for Contract Professional or any of its agents or employees. Unemployment insurance benefits will be available to Contract Professional and its employees and agents only if such coverage is made available by Contract Professional or a third party. Contract Professional shall pay when due all applicable employment taxes and income taxes and local head taxes (if applicable) incurred pursuant to this Agreement. Contract Professional shall not have authorization, express or implied, to bind County to any agreement, liability or understanding, except as expressly set forth in this Agreement. Contract Professional shall have the following responsibilities with regard to workers' compensation and unemployment compensation insurance matters: (a) provide and keep in force workers' compensation and unemployment compensation insurance in the amounts required by law (and as set forth in Exhibit 'A' provide proof thereof when requested to do so by County. 8. Subcontractors. Contract Professional acknowledges that County has entered into this Agreement in reliance upon the particular reputation and expertise of Contract Professional. Contract Professional shall not enter into any subcontractor agreements for the completion of this project 9. Ownership. All work and information obtained by Contract Professional under this Agreement or individual work order shall become or remain (as applicable), the property of County. In addition, all reports, documents, data, plans, drawings, records and computer files generated by Contract Professional in relation to this Agreement and all reports, test results and all other tangible materials obtained and/or produced in connection with the performance of this Agreement, whether or not such materials are in completed form, shall at all times be considered the property of the County. Contract Professional shall not make use of such material for purposes other than in connection with this Agreement without prior written approval of County. 10. Confidentiality. Confidential financial information of the Contract Professional should be transmitted separately from the main bid submittal, clearly denoting in red on the financial information at the top the word, "CONFIDENTIAL." However, Contract Professional is advised that as a public entity, Weld County must comply with the provisions of C.R.S. 24-72-201, et seq., with regard to public records, and cannot guarantee the confidentiality of all documents. Contract Professional agrees to keep confidential all of County's confidential information. Contract Professional agrees not to sell, assign, distribute, or disclose any such confidential information to any other person or entity without seeking written permission from the County. Contract Professional agrees to advise its employees, agents, and consultants, of the confidential and proprietary nature of this confidential information and of the restrictions imposed by this agreement. 11. Warranty. Contract Professional warrants that the services performed under this Agreement will be performed in a manner consistent with the professional standards governing such services and the provisions of this Agreement. Contract Professional further represents and warrants that all services shall be performed by qualified personnel in a professional and workmanlike manner, consistent with industry standards, and that all services will conform to applicable specifications. 12. Acceptance of Services Not a Waiver. Upon completion of the work, Contract Professional shall submit to County originals of all test results, reports, etc., generated during completion of this work. Acceptance by County of reports and incidental material(s) furnished under this Agreement shall not in any way relieve Contract Professional of responsibility for the quality and accuracy of the project. In no event shall any action by County hereunder constitute or be construed to be a waiver by County of any breach of this Agreement or default which may then exist on the part of Contract Professional, and County's action or inaction when any such breach or default shall exist shall not impair or prejudice any right or remedy available to County with respect to such breach or default. No assent, expressed or implied, to any breach of any one or more covenants, provisions or conditions of the Agreement shall be deemed or taken to be a waiver of any other breach. Acceptance by the County of, or payment for, the services completed under this Agreement shall not be construed as a waiver of any of the County's rights under this Agreement or under the law generally. 13. insurance and Indemnification. Contract Professional must secure, at or before the time of execution of any agreement or commencement of any work, the following insurance covering all operations, goods or services provided pursuant to this request. Contract Professional shall keep the required Wo&ersCompensationinsurance, as required by state statute, Employer's Liability Insurance covering all Contract Professional's employees and Commercial General Liability Insurance coverage in force at all times during the term of the Agreement, or any extension thereof, and during any warranty period. The insurance coverages specified in this Agreement are the minimum requirements, and these requirements do not decrease or limit the liability of Contract Professional. The County in no way warrants that the minimum limits contained herein are sufficient to protect Contract Professional from liabilities that might arise out of the performance of the work under this contract by Contract Professional, its agents, representatives, employees, or subcontractors. Contract Professional shall assess its own risks and if it deems appropriate and/or prudent, maintain higher limits and/or broader coverages. Contract Professional is not relieved of any liability or other obligations assumed or pursuant to the contract by reason of its failure to obtain or maintain insurance in sufficient amounts, duration, or types. Contract Professional shall maintain, at its own expense, any additional kinds or amounts of insurance that it may deem necessary to cover its obligations and liabilities under this Agreement. Contract Professional shall provide proof of insurance to Weld County. Contract Professional stipulates that it has met the insurance requirements identified herein. Contract Professional shall be responsible for the professional quality, technical accuracy, and quantity of all materials and services provided, the timely delivery of said services, and the coordination of all services rendered by Contract Professional shall, without additional compensation, promptly remedy and correct any errors, omissions, or other deficiencies. INDEMNITY: The Contract Professional shall defend, indemnify and hold harmless County, its officers, agents, and employees, from and against injury, loss damage, liability, suits, actions, or willful acts or omissions of Contract Professional, or claims of any type or character arising out of the work done in fulfillment of the terms of this Contract or on account of any act, claim or amount arising or recovered under workers' compensation law or arising out of the failure of the Contract Professional to conform to any statutes, ordinances, regulation, law or court decree. The Contract Professional shall be fully responsible and liable for any and all injuries or damage received or sustained by any person, persons, or property on account of its performance under this Agreement or its failure to comply with the provisions of the Agreement, or on account of or in consequence of neglect of the Contract Professional in its methods or procedures; or in its provisions of the materials required herein, or from any claims or amounts arising or recovered under the Worker's Compensation Act, or other law, ordinance, order, or decree. This paragraph shall survive expiration or termination hereof. It is agreed that the Contract Professional will be responsible for primary loss investigation, defense and judgment costs where this contract of indemnity applies. In consideration of the award of this contract, the Contract Professional agrees to waive all rights of subrogation against the County its associated and/or affiliated entities, successors, or assigns, its elected officials, trustees, employees, agents, and volunteers for losses arising from the work performed by the Contract Professional for the County. A failure to comply with this provision shall result in County's right to immediately terminate this Agreement. Types of Insurance: The Contract Professional shall obtain, and maintain at all times during the term of any Agreement, insurance in the following kinds and amounts: Workers' Compensation Insurance as required by state statute, and Employer's Liability Insurance covering all of the Contract Professional's employees acting within the course and scope of their employment. Policy shall contain a waiver of subrogation against the County. This requirement shall not apply when a Contract Professional is exempt under Colorado Workers' Compensation Act., AND when such Contract Professional executes the appropriate sole proprietor waiver form. Commercial General Liability Insurance shall include bodily injury, property damage, and liability assumed under the contract. $1,000,000 each occurrence; $1,000,000 general aggregate; $1,000,000 Personal Advertising injury 14. Non -Assignment. Contract Professional may not assign or transfer this Agreement or any interest therein or claim thereunder, without the prior written approval of County. Any attempts by Contract Professional to assign or transfer its rights hereunder without such prior approval by County shall, at the option of County, automatically terminate this Agreement and all rights of Contract Professional hereunder. Such consent may be granted or denied at the sole and absolute discretion of County. 15. Examination of Records. To the extent required by law, the Contractor agrees that any duly authorized representative of County, including the County Auditor, shall have access to and the right to examine and audit any books, documents, papers and records of Contractor, involving all matters and/or transactions related to this Agreement. The Contractor agrees to maintain these documents for three years from the date of the last payment received. 16. Interruptions. Neither party to this Agreement shall be liable to the other for delays in delivery or failure to deliver or otherwise to perform any obligation under this Agreement, where such failure is due to any cause beyond its reasonable control, including but not limited to Acts of God, fires, strikes, war, flood, earthquakes or Governmental actions. 17. Notices. County may designate, prior to commencement of work, its project representative ("County Representative") who shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the project. All requests for contract interpretations, change orders, and other clarification or instruction shall be directed to County Representative. The County Representative for purposes of this Agreement is hereby identified as, Chief Information Officer for Information Technology, or his designee. All notices or other communications (including annual maintenance made by one party to the other concerning the terms and conditions of this contract shall be deemed delivered under the following circumstances: (a) personal service by a reputable courier service requiring signature for receipt; or (b) five (5) days following delivery to the United States Postal Service, postage prepaid addressed to a party at the address set forth in this contract; or (c) electronic transmission via email at the address set forth below, where a receipt or acknowledgment is required by the sending party; or (d) transmission via facsimile, at the number set forth below, where a receipt or acknowledgment is required by the sending party. Either party may change its notice address(es) by written notice to the other. Notification Information: DocuTek Inc. Kenneth M. Voiles 750 West Hampden Ave, L-150 Englewood, CO 80110 kenvoiles@edocutek.com 303-722-5200 or 800-216-7807 Fax: 303-722-8567 With copy to: Jay Hoagland 750 West Hampden Ave, L-150 Englewood, CO 80110 jayhoagland@edocutek.com 303-722-5200 or 800-216-7807 Fax: 303-722-8567 County: Nancy Wonder Project Manager\Business Process Analyst Department of Information Technology 1401 North 17th Avenue Greeley, CO 80631 nwonder@weldgov.com 970-400-2562 Fax: 970-304-6572 18. Compliance with Law. Contract Professional shall strictly comply with all applicable federal and State laws, rules and regulations in effect or hereafter established, including without limitation, laws applicable to discrimination and unfair employment practices. 19. Non -Exclusive Agreement. This Agreement is nonexclusive and County may engage or use other Contract Professionals or persons to perform services of the same or similar nature. 20. Entire Agreement/Modifications. This Agreement including the Exhibit attached hereto and incorporated herein, contains the entire agreement between the parties with respect to the subject matter contained in this Agreement. This instrument supersedes all prior negotiations, representations, and understandings or agreements with respect to the subject matter contained in this Agreement. This Agreement may be changed or supplemented only by a written instrument signed by both parties. 21. Fund Availability. Financial obligations of the County payable after the current fiscal year are contingent upon funds for that purpose being appropriated, budgeted and otherwise made available. Execution of this Agreement by County does not create an obligation on the part of County to expend funds not otherwise appropriated in each succeeding year. 22. Employee Financial Interest/Conflict of Interest — C.R.S. §§24-18-201 et seq. and §24-50-507. The signatories to this Agreement aver that to their knowledge, no employee of Weld County has any personal or beneficial interest whatsoever in the service or property which is the subject matter of this Agreement. County has no interest and shall not acquire any interest direct or indirect, that would in any manner or degree interfere with the performance of Contract Professional's services and Contract Professional shall not employ any person having such known interests. During the term of this Agreement, Contract Professional shall not engage in any in any business or personal activities or practices or maintain any relationships which actually conflicts with or in any way appear to conflict with the full performance of its obligations under this Agreement. Failure by Contract Professional to ensure compliance with this provision may result, in County's sole discretion, in immediate termination of this Agreement. No employee of Contract Professional nor any member of Contract Professional's family shall serve on a County Board, committee or hold any such position which either by rule, practice or action nominates, recommends, supervises Contract Professional's operations, or authorizes funding to Contract Professional. 23. Severability. If any term or condition of this Agreement shall be held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, this Agreement shall be construed and enforced without such provision, to the extent that this Agreement is then capable of execution within the original intent of the parties. 24. Governmental Immunity. No term or condition of this contract shall be construed or interpreted as a waiver, express or implied, of any of the immunities, rights, benefits, protections or other provisions, of the Colorado Governmental Immunity Act §§24-10-101 et seq., as applicable now or hereafter amended. 25. No Third Party Beneficiary. It is expressly understood and agreed that the enforcement of the terms and conditions of this Agreement, and all rights of action relating to such enforcement, shall be strictly reserved to the undersigned parties and nothing in this Agreement shall give or allow any claim or right of action whatsoever by any other person not included in this Agreement. It is the express intention of the undersigned parties that any entity other than the undersigned parties receiving services or benefits under this Agreement shall be an incidental beneficiary only. 26. Board of County Commissioners of Weld County Approval. This Agreement shall not be valid until it has been approved by the Board of County Commissioners of Weld County, Colorado or its designee. 27. Choice of Law/Jurisdiction. Colorado law, and rules and regulations established pursuant thereto, shall be applied in the interpretation, execution, and enforcement of this Agreement. Any provision included or incorporated herein by reference which conflicts with said laws, rules and/or regulations shall be null and void. In the event of a legal dispute between the parties, Contract Professional agrees that the Weld County District Court shall have exclusive jurisdiction to resolve said dispute. 28. Public Contracts for Services C.R.S. §8-17.5-101. Contract Professional certifies, warrants, and agrees that it does not knowingly employ or contract with an illegal alien who will perform work under this contract. Contract Professional will confirm the employment eligibility of all employees who are newly hired for employment in the United States to perform work under this Agreement, through participation in the E -Verify program or the State of Colorado program established pursuant to C.R.S. §8-17.5-102(5)(c). Contract Professional shall not use E -Verify Program or State of Colorado program procedures to undertake pre -employment screening or job applicants while this Agreement is being performed. Contract Professional shall comply with reasonable requests made in the course of an investigation, undertaken pursuant to C.R.S. §8-17.5-102(5), by the Colorado Department of Labor and Employment. If Contract Professional participates in the State of Colorado program, Contract Professional shall, within twenty days after hiring a new employee to perform work under the contract, affirm that Contract Professional has examined the legal work status of such employee, retained file copies of the documents, and not altered or falsified the identification documents for such employees. Contract Professional shall deliver to County, a written notarized affirmation that it has examined the legal work status of such employee, and shall comply with all of the other requirements of the State of Colorado program. If Contract Professional fails to comply with any requirement of this provision or of C.R.S. §8-17.5-101 et seq., County, may terminate this Agreement for breach, and if so terminated, Contract Professional shall be liable for actual and consequential damages. Except where exempted by federal law and except as provided in C.R.S. § 24-76.5-103(3), if Contract Professional receives federal or state funds under the contract, Contract Professional must confirm that any individual natural person eighteen (18) years of age or older is lawfully present in the United States pursuant to C.R.S. § 24-76.5-103(4), if such individual applies for public benefits provided under the contract. If Contract Professional operates as a sole proprietor, it hereby swears or affirms under penalty of perjury that it: (a) is a citizen of the United States or is otherwise lawfully present in the United States pursuant to federal law, (b) shall produce one of the forms of identification required by C.R.S. § 24-76.5-101, et seq., and (c) shall produce one of the forms of identification required by C.R.S. § 24-76.5-103 prior to the effective date of the contract. 29. Attorney Fees/Legal Costs. In the event of a dispute between County and Contract Professional, concerning this Agreement, the parties agree that each party shall be responsible for the payment of attorney fees and/or legal costs incurred by or on its own behalf. 30. Binding Arbitration Prohibited: Weld County does not agree to binding arbitration by any extra- judicial body or person. Any provision to the contrary in this Agreement or incorporated herein by reference shall be null and void. Acknowledgment. County and Contract Professional acknowledge that each has read this Agreement, understands it and agrees to be bound by its terms. Both parties further agree that this Agreement, with the attached Exhibit `A', is the complete and exclusive statement of agreement between the parties and supersedes all proposals or prior agreements, oral or written, and any other communications between the parties relating to the subject matter of this Agreement. IN WITNESS WHEREOF, the parties hereto have signed this Agreement this 27th day of March, 2018. CONTRACT PROFESSIONAL: DocuTek, Inc By: _ Name: Kenneth M_ }V0 Title: Principal Date March 27, 2018 WELD COUNTY: ATTEST: erk t BOARD OF COUNTY COMMISSIONERS WELD OUNTY, COLORADO BY: Deputy Cl eve Moreno, Chair 16 2018 5 Exhibit A: Statement of Work Date March 23, 2018 Client Weld County Department of Information Technology Job Name B 1800040 - Scanning of Historical Documents for the Weld County Treasurer Customer Contact Nancy Wonder DocuTek Contact Ken Voiles Summary Offsite scanning of historical books, microfilm and microfiche to be uploaded to the County website for public viewing. Output of data will be in PDF format and enlarged to a degree that the image is viewable without extensive zooming or manipulation. Pickup of media is required by a carrier from the Vendor and will be done in two stages. Half of the materials will be released on the first trip, and the other half when the first group is returned. A sample of the output will be required at the beginning of the scanning process to allow Weld County an opportunity to verify and approve output from each media type. Sample output will be delivered through a Weld County Sharefile account. Project Scope DocuTek Responsibilities 1. All media will be transported door to door to the document conversion center in Englewood in a DocuTek company vehicle by authorized personnel. To ensure proper chain of custody, NO third -party couriers will be utilized for this project. 2. Upon arrival to DocuTeck, the boxes will be barcode labeled and logged into project tracking software. Boxes will then be staged for document preparation in a secured location and accessible only to authorized personnel. 3. All items will be scanned at 300 dots per inch (dpi) in a grayscale format to ensure the highest image quality and legibility. 4. Because of the fragile state of the books, they will be left bound and scanned on a Context flatbed scanner. Each 23"x18" page will be scanned and saved into one PDF file so it contains both pages displayed. Samples will be provided to Weld County to confirm image quality. 5. The 35mm microfilm rolls and microfiche will be scanned on a film scanner to ensure that every frame on every roll/fiche is captured. 6. Each document type will be indexed/named according to the specifications outlined in the RFP document. a. Books — each book will become a multipage PDF file indexed by the book name (e.g., 1924 TaxRoll A-B.pdf) b. 35mm Microfilm Rolls — each microfilm roll will become a multipage PDF file indexed by the roll description (e.g., 1966 TaxRoll Vol 1 SD6 Sch 1 (A) - Vol 2 SD6 Sch 104 (O).pdf) c. Microfiche — each individual microfiche card will become a multipage PDF file indexed by the information in the fiche header (e.g., 1990 TaxRoll "MicroFiche Slide Header".pdf) 7. All scanned images will be Quality Control reviewed using a three -stage method. a. Step One — Scanning Technician: Each page/frame will be viewed on large monitors to insure clarity and image legibility and 100% of the images are quality control reviewed. b. Step Two - Data Entry/QC Specialist: During the process of file naming/indexing images are opened and reviewed to insure consistent image quality. In this step, 50% of the images are quality control reviewed. c. Step Three — Project Supervisor: A third and final review of image quality and legibility is done by a Project Supervisor. File naming is also reviewed for accuracy. In this step, 25% of the images are quality control reviewed. 8. PDF files will be delivered through weekly uploads to Weld County Sharefile to allow ongoing QA. 9. Upon completion of the project, all remaining media will be returned to Weld County. County Responsibilities 1. Inventory of books, microfilm and microfiche to be included in this project. 2. Setup Sharefile access for upload of files from DocuTek. 3. Quality assurance by Treasurer's office once PDFs are returned. 4. Web team will upload PDFs to County website. Schedule Scanning of data is scheduled to be completed in 3-4 weeks and will consist of three trips. DocuTek will schedule the first pickup date and time with the Treasurer's office. At that time, 50% of the media will be obtained and sample scans of each media type will be provided by DocuTek through Sharefile to verify formatting before moving forward. When the first group of media is complete, DocuTek will upload PDF documents to Sharefile, schedule the next drop-off and pickup of the remaining media, and Weld County will validate data. At the end of the project, DocuTek will return all media and PDF documents to Weld County and Weld County will confirm documentation. Pricing Total cost of services as described above will be $14,797.00. Media Count Cost Total Books 5,212 pages $0.25/page $ 1,303.00 Micro -Film 30,000 frames $0.05/frame $ 1,500.00 Micro -Fiche 2,423 fiche $4.95/fiche $11,994.00 Payment terms: A purchase order will be issued with DocuTek upon final signatures on the contract. DocuTek will invoice Weld County for half of the total ($7,398.50) after scanning is complete and the remaining ($7,398.50) within 30 days after all media and files are returned. Payment is Net 30. Overall billing for Net 30, will not exceed the fixed price of $14,797.00. All invoices must be electronically submitted to bilIing.it@weldgov.com, with a copy to Nancy Wonder at nwonder@weldgov.com. MEMORANDUM TO: Esther Gesick, Clerk to the Board February 22, 2018 FROM: Ryan Rose, Chief Information Officer SUBJECT: B1800040 Scanning of Historical Documents for the Weld County Treasurer BOCC Approval Date: March 7, 2018 Bids were received and opened on January 19, 2018 for B1800040 Scanning of Historical Documents for the Weld County Treasurer (TR-356). Four (4) bids were received ranging from $14,797.00 to $214,005.20. Attached is the bid tabulation for your information. The Information Technology and Treasurer's staff reviewed all bid responses. DocuTek out of Lakewood, CO proposed the lowest cost solution of $14,797.00 and meets the requirements documented in the bid process. With the above information, I recommend the Board award the B1800040 Scanning of Historical Documents for the Weld County Treasurer to DocuTek for a total amount of $14,797.00. DATE OF BID: REQUEST FOR: DEPARTMENT: BID NO: PROJECT NAME: PRESENT DATE: APPROVAL DATE: WELD COUNTY Dept. of Information Technology 1401 North 17th Avenue, Greeley CO 80631 E-mail: ssadusky(a�weldgov.com Phone: (970) 400-2533 Fax: (970) 304-6572 January 19, 2018 Scanning of Historical Documents for Weld County Treasurer INFORMATION TECHNOLOGY / TREASURE'S OFFICE #B1800040 TR-356 Historic Records Scan Project February 21, 2018 March 7, 2018 Two scenarios were proposed for scanning documents from historical books, micro -film and micro -fiche for the Treasurer's Office project "TR-356 Historic Records Scan": 1. Offsite Scanning - Local pickup requiring a carrier from the vendor to travel to the Treasurer's office. No third party, i.e... FedEx, UPS, companies are allowed for any part of the transportation. 2. Onsite Scanning — All scanning to be done on site at a designated location on the Weld County campus, M -F 8am-5pm to avoid transport of the historical media to other location. 1. Offsite Scanning Vendor Name Delivery Estimate Total Bid Amount Address DocuTek, Inc 5805 West 6th Avenue, Unit 1-B Lakewood, CO 80214 3 — 4 weeks $14,797.00 RMMI Digital Document Solutions 9164 Marshall Place Westminster, CO 80031 16 weeks $19,522.93 Edge Digital Group 1700 N. Moore Street, Suite 1810 Arlington, VA 22209 6 weeks $27,554.39 2. Onsite Scanning Vendor Name Delivery Estimate Total Bid Amount Address Aptara, Inc 3110 Fairview Park Drive, Suite 900 Falls Church, VA 22042 32 — 40 weeks $214,005.20 disqualified due to costs over approved budget 2018-0540 Hello