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HomeMy WebLinkAbout365Labs Response for RFP - Bozeman City Attorney Case Management System365 LABS | Confidential 1 Response for RFP Bozeman City Attorney Case Management System PUBLIC SAFETY CLOUD 365 LABS | Confidential 2 Response to Request for Proposals for Bozeman City Attorney Case Management System Respondent: VENDOR NAME: 365Labs ADDRESS: 1 Smart Way, Ste 201 Baton Rouge, LA 70810 WEBSITE: https://365labs.com FEDERAL TAX ID: 37-1835915 CONTACT: For further information requests and future solicitations, Danny Adams shall serve as the primary point of contact for 365Labs: Danny Adams, Senior Sales Executive PHONE: (833) 365-LABS EMAIL: danny.adams@365labs.com 365 LABS | Confidential 3 Table of Contents Table of Contents ..................................................................................................................................................................... 3 EXECUTIVE SUMMARY ........................................................................................................................................ 4 SECTION 1 COMPANY PROFILE .......................................................................................................................... 6 365Labs Profile .......................................................................................................................................................................... 7 Key 365Labs Personnel ........................................................................................................................................................... 9 SECTION 2 SCOPE OF PROJECT ........................................................................................................................ 11 Case 365™ Case Management System Overview ....................................................................................................... 12 Scope of Services .................................................................................................................................................................... 15 SECTION 3 GENERAL & TECHNICAL REQUIREMENTS ...................................................................................... 19 General & Technical Requirements ................................................................................................................................. 20 Cloud Questionnaire ............................................................................................................................................................. 22 SECTION 4 RELATED EXPERIENCE WITH SIMILAR PROJECTS .......................................................................... 27 Software Implementation Experience ............................................................................................................................. 28 Data Conversion Experience ............................................................................................................................................... 28 SECTION 5 PROPOSED IMPLEMENTATION SCHEDULE .................................................................................... 29 Implementation Plan ............................................................................................................................................................. 33 SECTION 6 PRESENT & PROJECTED WORKLOADS .......................................................................................... 34 Present Workloads ................................................................................................................................................................. 35 Projected Workloads ............................................................................................................................................................. 35 SECTION 7 REFERENCES ................................................................................................................................. 36 SECTION 8 TRAINING ........................................................................................................................................ 39 SECTION 9 MAINTENANCE & SUPPORT ............................................................................................................ 41 Support ....................................................................................................................................................................................... 42 System Updates and Upgrades ......................................................................................................................................... 42 SECTION 10 PRICE PROPOSAL ......................................................................................................................... 43 Software & Interfaces – Annual Costs ............................................................................................................................ 44 Installation & Training Costs – One Time ...................................................................................................................... 44 Data Conversion Cost – One Time ................................................................................................................................... 45 SECTION 11 AFFIRMATION OF NONDISCRIMINATION ...................................................................................... 46 365 LABS | Confidential 4 EXECUTIVE SUMMARY We thank you for the opportunity to present information for a state-of-the art, integrated Case Management System that would aid Bozeman City Attorney’s Office in their service to the community. 365Labs’ Case Management platform was built to help prosecutors tackle the challenges of the next 20 years. The 365™ platform is a single, integrated cloud platform supported by modern, purpose-built Apps that significantly improve workflow, ease of use, accessibility, and data accuracy, and help to lower costs. The 365™ Case Management System provides agencies a solution that is: SEAMLESSLY INTEGRATED The 365™ platform is based on a simple principle: Data entered once should never have to be re- entered. 365™ is a single, comprehensive system that is completely integrated, ensuring data never has to be re-entered. Modules within 365™ are integrated in real-time, allowing for data entered in one module to be searched and utilized across all 365™ modules. This end-to-end integration optimizes productivity, improves data efficiency by eliminating redundancies, and enhances the reliability, accuracy, and quality of data available to agency personnel. SECURE 365™ was designed to run on WINDOWS 10 IoT Enterprise edition, the same system used in Nuclear submarines and the US military. The Communications are encrypted using 2048 bit ciphers to keep data secure & CJIS compliant. STREAMLINED & EASY TO USE 365™ minimizes data entry and uses artificial intelligence features like, voice dictation, image recognition, barcode scanning, dynamic auto narratives, and location capture to dramatically simplify reporting and reduce manual error. The system’s mobile applications use scanning technology to read and auto-fill driver’s license information, VIN numbers, license plates & vehicle info. 365™ works securely, wirelessly, and requires no VPN. It even works when completely offline or out of network range. INTEROPERABLE 365™ uses Restful and XML Webservices and CSV data export to securely pass information to District Attorneys/Prosecutors, Courts and partner law enforcement agencies’ systems. The data packets are encoded to be NIEM compliant and therefore also compliant with FBI’s 2020 guidelines. Since no vendor’s solution works in isolation, 365™ APIs (Application Programming Interfaces) power the platform for secure communication with other software programs. Our approach is to create 365 LABS | Confidential 5 distributed systems such that the owner of data retains the information while selectively sharing information with other agencies using open protocols. The 365 platform integrates seamlessly with other platforms for public safety, including ShotSpotter, DJI, EasyStreetDraw and more. FLEXIBLE 365’s modern framework is built to work across any device. In addition to laptops and PCs, 365™ is compatible with smartphones, tablets, fingerprint readers, citation printers and barcode/RFID readers. Additional technology can be easily incorporated as needed. FUTURE-READY 365™ is built on technology for Windows 10 and beyond – and to work on any device that uses Android or iOS. 365™ uses cellphones and devices as an accessory to capture information fast and deliver critical info in real time. The platform connects cameras on drones, crime, residential and traffic cameras to provide complete information. The system is AI enabled and works on VR headsets and HoloLens. NIEM & CJIS COMPLIANT 365™ is Criminal Justice Information Services (CJIS) and NIEM compliant. 365Labs is also a certified NLETs partner. REDUCES IT COMPLEXITY & COSTS The 365™ platform is built to work seamlessly with Microsoft Office 365 and CLOUD servers to provide zero IT footprint. Applications are installed from a Private store and Automatically update afterwards. The platform uses standard low-cost consumer grade devices enabling LEOs and investigators to use cellphones and devices to securely capture information and deliver critical intel in real time. We appreciate your consideration of 365Labs. We are excited for the opportunity to take part in your evaluations and look forward to an opportunity to answer further questions and showcase our product to you. 365 LABS | Confidential 6 SECTION 1 COMPANY PROFILE 365 LABS | Confidential 7 365Labs Profile Since 2001, the 365Labs team has committed to creating innovative solutions and software that help criminal justice partners drive efficiency and improve public safety. 365 Labs is an NLETS Strategic Partner and Microsoft CLOUD Solutions partner with over 20 years of experience working with Criminal Justice and Public Safety Organizations. Over 120,000 interactions and careful study of criminal justice processes led to development of the end- to-end 365™ Law Enforcement and Criminal Justice platform. The 365™ CLOUD platform includes: ▪ Case Management Systems ▪ Computer Aided Dispatch (CAD) ▪ Records Management Systems (RMS) & Reporting ▪ RealTime Command Centers & VMS ▪ eCitation, Ticket Management, and Collections ▪ Evidence Management ▪ Community & Citizen Engagement Portals & Apps ▪ Bodycams, AVLs, LPR and Interview Room Systems ▪ Jail Management Systems 365Labs has provided these systems and full turn-key implementations including data migration, training, and on-going support for agencies ranging in size from 50 to 3000+ users. These projects have resulted in increased productivity, efficiency and streamlining of operations while simultaneously reducing costs and enabling agencies to better serve citizens though strategic, intelligence led criminal justice and public safety deployment. Lines of Business 365Labs builds software and technology solutions exclusively for Public Safety, Criminal Justice and First Responders. Organization 365Labs is a Limited Liability Company. Company executives include: - Mohit ‘Mo’ Vij, President & CEO - Joe Lunt, Senior Vice President of Sales Mission 365Labs mission is to help transform agencies to tackle the challenges of the next 20 years Affiliates NLETS Strategic Partner; Microsoft CLOUD Solutions Partner 365 LABS | Confidential 8 Objectives The 365 Platform was built to eliminate redundant work with a single, connected platform for agencies. The 365™ Platform was built around these fundamentals: - Ensure Information once captured never has to be re- entered again - Utilize information that already exists anywhere – existing records, DMV, NCIC— to complete paperwork as efficiently as possible. - Streamline operations with use of Mobile Devices, Barcodes and RFID - Simplify training and IT processes with Artificial Intelligence, Apps, Web and Cloud - Connect to external partner agencies via real-time integration and Workflows - Enable Community and Citizens to contribute to completing paperwork and foster participation in public safety. Locations Headquarters: 1 Smart Way, Baton Rouge, LA 70810 San Francisco 1390 Market Street, Suite 200, San Francisco, CA 94102 Washington D.C. 1701 Pennsylvania Ave N.W., Suite 200, Washington, DC 20006 365 LABS | Confidential 9 Key 365Labs Personnel Mohit ‘Mo’ Vij, CISA CEO & Chief Software Architect Education: M.S., System Science, M.S.IE (Business Processes) LSU, 1997; B.S., Industrial Engineering, 1994 Qualifications & Work Experience: Mr. Vij has over 20 years of experience in criminal justice and Law Enforcement process reengineering, application architecture, database development, software programming and network infrastructure development. Mr. Vij has worked on large-scale Process analysis and application development for private/public bodies; Network/computing infrastructure design & implementation; Process streamlining and technology incorporation into complex long-term project management for governmental projects. In his 20+ years working with law enforcement, Mr. Vij has led implementation and data migration projects for RMS, CAD, eCitation, Civil, Case Management, and Jail Management systems for agencies ranging in size from 200 to 3000+ users. Mark Dumaine, JD Technology Advisor Education: JD, Louisiana State University Law Center, 1998; BS, Mechanical Engineering, Virginia Polytechnic Institute and State University, 1982 Qualifications & Work Experience: Mr. Dumaine has over 20 years of experience working in the public safety and criminal justice system, having served as Chief of Administration for the East Baton Rouge District Attorney’s Office. Mr. Dumaine managed several successful technology improvement initiatives for the DA’s office including: a modern, connected Case Management system; Criminal Strategies Unit; electronic report imaging and storage from law enforcement, region-wide e-ticketing solution, e-discovery portal, and electronic prosecution files. 365 LABS | Confidential 10 Bassam Harb Implementation Project Manager Education: B.S., Computer Science, University of Louisiana – Lafayette, 1984 Qualifications & Work Experience: Mr. Harb has over 30 years of experience managing IT and software deployments for law enforcement and government agencies including E911, Computer Aided Dispatch, Records Management, Jail Management/Commissary, Warrant Control, Message Switch, Mobile data, Geo Mapping, and numerous interfaces (ANI/ALI, ShotSpotter, NCIC, AVL racking, Radio Statuses). He has served as Project Manager for Public Safety software systems used by single and multi-jurisdiction agencies and multi-agency communication districts. Arun Nayar, PMP Lead Interface Engineer Education: M.S., Industrial Engineering, LSU, 2005; B.Tech., Mechanical Engineering, College of Engineering, India, 1999 Qualifications & Work Experience: With over 15 years of experience working with Criminal Justice and Law Enforcement clients, Mr. Nayar has served as the lead interface engineer for numerous software implementations for agencies ranging in size from 50 to 3000+ users. Mr. Nayar has worked on largescale software implementation projects including RMS, CAD, eCitation, Collections, Alarm Registration & Billing, and Case Management system deployments. Jeremiah Mercier Training Lead Education: B.S., Electrical Engineering, Minor in Computer Science and Mathematics, University of Oklahoma Qualifications & Work Experience: Mr. Mercier has over 12 years of experience in software implementation and training, including the development of training plans, training materials packages and end- user documentation. 365 LABS | Confidential 11 SECTION 2 SCOPE OF PROJECT 365 LABS | Confidential 12 As part of the proposed project scope, 365Labs will provide: - Case 365 Case Management System with secure Cloud Hosting - Data Conversion from JustWare to Case 365 - Implementation Services - Training - Software Maintenance & Support Additional details on each of these components are included in the sections below. Case 365™ Case Management System Overview The digital platform to run a modern prosecutor’s office, Case 365™ streamlines case management for criminal, traffic, financial, and civil cases from a single system. With connectors to police & court systems, Case 365™ minimizes data entry and uses artificial intelligence to simplify case life-cycle management. Case 365™ provides an integrated single pane for quick information retrieval, automatic case creation & court activity tracking, and it supports workflows, data driven insights & dashboards for a 360˚ view of the entire office. System Highlights 360˚ VIEW OF EVERY CASE With Case 365’s single integrated screen, attorneys and staff have a complete view of all case information—from their desktop, laptop, tablet or smartphone. ▪ Automatic Case Creation ▪ PTI, Subpoena & VAC notes ▪ Booking to Formal Charges ▪ Rap Sheets + Electronic Police Reports ▪ Court Activity Tracking ▪ Calendar/Task Sync with Outlook ▪ Workflows based on key dates ▪ Team Workload Balancing E-DISCOVERY PORTAL FOR DEFENSE ATTORNEYS Completely auditable discovery portal for defense attorneys to log in & receive discovery documents. 365 LABS | Confidential 13 ELECTRONIC TRIAL PACKAGES Prosecutors can bring iPad/tablets to court with instantly searchable text CASE INQUIRY PORTAL DA specified partner organizations can access controlled, limited case information over a web portal. No client software needed. MEDIA REPOSITORY Case 365’s local or cloud-based storage allows documents, photos, videos, audio, etc. to be stored for each case. SMART DOCUMENT GENERATION & MANAGEMENT Users can quickly generate documents for one or multiple cases using existing case information – no need for duplicate data entry: - Subpoenas - Pleadings - Witness Documents - Motions - Victim Letters - Hearing Notifications Documents auto-save to the case as they are generated. Security & permissions settings control access to confidential documents. Integrated document management eliminates costly third party storage and archiving FINANCIAL TRACKING & REPORTS Case 365 allows offices to easily track and manage: restitution, discovery fees, diversion programs, case expenses, bad checks and delinquent tax. INTELLIGENCE & INVESTIGATION Case 365’s built-in NIBIN leads or hit flags, and a social media, tattoos & physical marks repository give investigators and prosecutors critical intel. POI TRACKING & ALERTS Case 365™ Alerting System sends an alert via email or text to a subscriber every time the person of interest is arrested, booked, or issued a citation. Alerts includes Geolocation of incident & contact info of the Officer. Personalized Subscriptions allow ADAs and investigators to: Set alerts based on groups for gang members or hot zones; Lookup existing POI from Database; and Add a new Person of Interest with no previous history. 365 LABS | Confidential 14 INTEGRATION WITH LAW ENFORCEMENT & COURTS With proven integration with police and court databases, Case 365 eliminates the need for duplicate data entry. Agencies can enter data once and share securely across databases and agencies. REPORT AND DASHBOARD CAPABILITIES Case 365 gives administrators the top-level view of the entire office needed to ensure effective and efficient prosecution. ▪ Realtime Statistics & Dashboards give an instant view of all active and pending cases. ▪ Comprehensive Reports can be generated with a single click. ▪ Analyze cases by type, demographics, etc ▪ Self-service analytics ▪ Direct connection to Microsoft Excel, PowerApps and PowerBI ▪ Pre-built & custom Data Connectors through 3rd parties 365 LABS | Confidential 15 Scope of Services Item Description Exists in Proposed Solution? Comments Forms Management – These services facilitate the creation, modification and usage of electronic forms to capture case and name related information in a structured, consistent format. These services, assist with the development and management of electronic forms, including form field design and data entry validation to assist users with entering relevant data. Yes Built-in forms – purpose built for prosecution case management Reports Generation – These services include generating many types of reports including from case files, name files, and overall system data. Reports to include data reports, case status reports, discovery reports, calendar reports, and a variety of statistical, system, and performance reports. Report generation services support the organization and presentation of data into a useful, relevant, and interactive format, including stock reports as well as custom built reports. Vendor offers report building services as well as the ability of the City to create its own reports. Yes Case 365 includes 30+ standard reports and dashboards. The system also connects to Microsoft Word, PowerApps and PowerBI for extended reporting and analytics capabilities. Search – These services include the ability for users to search and browse through case, people, and event data to find all records that match the search criteria. Examples include data entered by a certain attorney or cases that were decided in a particular jurisdiction, or records that contain a particular term. Yes Security and Privacy – These services define the capabilities needed to support effective measures to protect and safeguard information and systems from inappropriate or unauthorized use, alteration, loss, or destruction and include, but are not limited to: ensure continuous observation of security rules and regulations; ensure appropriate level Yes Case 365 enables secure, permissions-based access to keep data secure & CJIS compliant: • Single Sign On & 2 Factor Authentication • Biometrics Authentication capability 365 LABS | Confidential 16 of protection for case related information and data; ensure data is protected against unauthorized modification, use, destruction, or disclosure; and assure confidentiality, integrity, and availability. The CMS must be CJIS compliant and guarantee security of all data including confidential criminal justice information. • Military grade encryption using 2048 bit ciphers 365Labs maintains security practices according to CJIS standards and is an NLETs strategic partner. Audit Trail – The CMS must be able to track individual users as they add and manipulate data in the CMS system. Yes Case Data Management – Case file data management services determine what data elements should be captured and how data should be used and stored. These services facilitate the storage, processing, exchange and general administration of case related data in the case file. The case file is utilized to provide management oversight to prosecution, civil litigation and general legal services, e.g., management of case related resources, assignments, authorizations and status changes, including metrics and accomplishments. Yes Through a built-in dashboard, reports and integration with Microsoft Power BI interface case data can be measured and managed to get better insights. Paperless environment - These services must provide and support a paperless office solution. Yes Case 365™ has a built-in document scanning and management system that allows for storing of paper images alongside relevant data elements Client Management – These services must support the management of day-to-day client relationships and interactions. Clients include other City departments such as the police department, municipal court and the finance department. Yes Case 365™ provides a separate web based application for client agencies to check the status of cases and to search details by defenders. Calendaring – These services must support calendaring for multiple people, including cross-access for all department members, multiple cases, schedule entries for upcoming court appearances, filing deadlines, meetings, and hearings for multiple courts, with customized views and printing and tickle events. The CMS must have the ability to integrate with Microsoft Office. Yes Case 365™ has a User calendar that aggregates important case related dates, events and activities assigned to users. These can then be synchronized with Microsoft Office, and Microsoft Planner. 365 LABS | Confidential 17 Performance Measurement – These services are concerned with the development, refinement, and usage of performance metrics, Yes Case 365™ includes creating benchmarks for various case types. It then compares progress of each case against those benchmarks Business Rule Management and Automation – These services are concerned with business rules and workflows that are reflected in locally determined practices or procedures that govern the way that routine business activities are performed and automated. Partially implemented Workflows can be setup for certain items such as User Alerts etc. Various visual flags are also available. Custom workflows can be built once better clarity if the requirements is available Records Management – These services must have the ability to archive and retrieve closed files, and associated data and documents, in an easy and efficient manner. Yes Closed cases are available as part of the system. Use of modern architecture unnecessitates need for archiving files. Closed/Archived cases are available with change of a toggle. Document Management – This service provides the ability to generate, modify, store, retrieve, and archive case and name specific documents within the proposed application and search the same. Yes Discovery – This service has the ability to record receipt and processing of discovery requests electronically, including Bates’ s stamping, redacting, and indexing features to expedite process. This service also has the ability to record and produce all discovery electronically through CMS and to provide an audit trail tracking the exchange of discovery between the City, defendants and defense counsel to include what was shared, with whom the information was shared, and the date the exchange took place. This service should preferably contain a separate discovery management section of CMS. The exchange of information must be CJIS compliant and guarantee security of all data, including confidential criminal justice information. Yes* Most eDiscovery is available. Redaction is under development and expected to be available by end of 2021 Legacy Data – This service will import legacy data in a readable, usable format. Yes As an add-on service the data engineers can look at and often able to migrate the legacy data. 365 LABS | Confidential 18 Customization – This service must have the ability to be customized in order to fully support each area of practice within the department - Prosecution, Civil Litigation and General Legal. Yes Most documents can be created as Microsoft documents and then automatically filled in using case data. Data Query – These services will be written in SQL language and allow the City to query its data as needed. Yes Microsoft Power Bi can be connected with Cloud services to run Data Query System Integrations - This service includes the ability to build integrations between proposed system and other City systems hosting relevant case and justice data. System integrations include Zuercher and Getac used by the police department. Ideal service integration would include the ability to import citation information from Zuercher which includes all data points populated by officers in the field. The City wants seamless ability to link to Getac media including videos, audio and pictures. Yes, Custom 365LABS™ Engineers can build the integration engine between Zuercher RMS and Getac system. Such integration will be custom made and billed as add- ons. Compatibility – This service must have the ability to interface with other software currently used by the CAO, including but not limited to all Microsoft Office products and AdobePro. WestLaw research tools preferred but not required. Yes Case 365 includes built-in integration with Microsoft Office and Adobe. Case 365 integrates with Microsoft Azure Active Directory Platform – These services will be cloud based CMS hosted by vendor. Vendor will maintain all City data on servers in the United States subject to United States and Montana law. Yes Case 365 is a cloud- based solution that can be hosted on 365Labs’ Server 365™ platform or Microsoft Azure GovCloud. With either option, all data is hosted in the US. Server 365 is backed by a 10+ year track record of running the cloud exceeding 99.99% uptime. The platform runs Azure Stack on a three-way redundant hardware systems with geo-redundant replication and backup. Microsoft Azure GovCLOUD warrants a 99.99% uptime, as well. Azure GovCloud provides option for geo-redundancy and automatic failover. 365 LABS | Confidential 19 SECTION 3 GENERAL & TECHNICAL REQUIREMENTS 365 LABS | Confidential 20 General & Technical Requirements This Schedule lists the minimum technical requirements required for 365Labs' Case Management applications. This also describes the requirements for 365Labs interface servers. Third Party Providers and subcontractors may have additional requirements that are not listed here. 1. 365Labs Case 365™ Case Management System 1.1 Workstation Requirements Item Minimum Recommended Operating System Windows 10 Windows 10, Processor 1x dual-core processor 1x quad-core processor or greater Architecture x64 / x86 x64 Memory 4 GB 8 GB+ Network Card 1x 2 Mbps+ NIC 1x 1000 Mbps+ NIC Display(s) 1x 1024x768 1x 1920x1080 Hard Drive 10 GB available space 50 GB available space Graphics Card N/A N/A Bandwidth 5 Mbps 100 Mbps+ < 10ms Latency 1.2 Workstation Site Internet Requirements Case 365™ operates as a single-page application where most of the heavy download load is needed only on initial page load for each user. 365 Labs recommends an overall internet bandwidth connection of 1+ Mbps per concurrent user using that connection. Actual performance and usage may vary depending on user usage of other internet-connected applications and your ISP. 1.3 Mobile Data Terminal/Laptop Requirements Item Minimum Recommended Operating System Windows 10+, Windows 10, Processor 1x dual-core processor 1x dual-core processor or greater Architecture x64 / x86 x64 Memory 2 GB 4 GB+ Network Card 2 Mbps (4G LTE) 5 Mbps+ (4G LTE) Display(s) 1x 1024x768 1x 1920x1080 Hard Drive 5 GB available space 20 GB available space Graphics Card N/A N/A Bandwidth 2 Mbps (4G LTE) 5 Mbps+ (4G LTE) ● Microsoft Edge (latest) ● Mozilla Firefox (latest) As of 6/1/19, Case 365 also supports Microsoft Internet Explorer 11, but IE11 support will be phased out in 2020. 1.4 Smartphone Mobile Application Requirements The Case 365 Smartphone Mobile Application is available on iOS. Item (iOS) Supported Recommended Operating System Apple iOS 10+, 11, 12 Apple iOS 12 Device iPhone 6, 6 Plus, 6S, 6S Plus iPhone SE iPhone 7, 7 Plus iPhone 8, 8 Plus iPhone X, XS, XS Max, XR iPhone XS iPad gen 6 365 LABS | Confidential 21 iPad Air 2, 3rd gen iPad Mini 3, 4, 5th gen iPad Pro 1st gen, 2nd gen, 3rd gen iPad 5th gen, 6th gen Once the Case 365 Smartphone Mobile Application becomes available on Android, the following are expected to be the requirements: Item (Android) Supported Recommended Operating System Android 7+ Android 9 Device Samsung Galaxy S7+ Samsung Galaxy S10 2. 365LABS ANALYTICS 2.1 Data Lake Requirements 365 Labs Data Lake is a Microsoft SQL Server Database and requires a database client that receives technical support and security updates from the vendor. 365 Labs recommends using Microsoft SQL Server Management Studio. 2.2 Business Intelligence Suite Requirements 365 Labs Business Intelligence Suite runs embedded within Case 365 and therefore has the same browser requirements as Case 365 3. 365LABS DATA EXCHANGE The 365 Labs Data exchange functionality is enabled through the Case 365 application. Additional interface servers may be required to support 365 Labs Data Exchange data flows, depending on the department’s size and complexity. 4. 365LABS INTERFACE SERVERS 4.1 Server Requirements Interface servers are on-premise servers that 365Labs uses to run integrations developed by 365Labs. These servers allow 365Labs integrations to access on-premise Subscriber systems. 365Labs supports these servers from the VM up and ensures that interfaces running on these servers are maintained and monitored. The table below outlines 365Labs’ minimum required and recommended server specs for an interface server setup. Item Minimum Recommended Number of servers 1 2+ Operating System Ubuntu 16.04 Ubuntu 16.04 Processor 1x quad-core processor 2x quad-core processor Architecture x64 x64 Memory 8 GB 16 GB+ Network Card 1x 100 Mbps NIC 2x 1 Gbps+ NICs Display(s) N/A N/A Hard Drive 250 GB available space 500 GB available space Graphics Card N/A N/A Bandwidth 2 Mbps (4G LTE) 5 Mbps+ (4G LTE) 365 LABS | Confidential 22 Cloud Questionnaire 1. Service levels: What level of service should we expect? What is the City’s recourse for excessive downtime? Refund of percentage of monthly fee? ▪ 365Labs will warrant a 99.99% uptime on Server 365™ platform. This is backed by a 10+ year track record of running the cloud exceeding this benchmark. The platform runs Azure Stack on a three-way redundant hardware system with geo-redundant replication and backup. Agency has the option to run the system on Microsoft Azure GovCLOUD that warrants a 99.99% uptime warranty, as well. Azure GovCloud provides option for geo-redundancy and automatic failover. Both solutions provide sub 50ms latency In the event that 365Labs fails to make the Case Management System available at least 99.9% of the time in any given month during the Regular Usage Period due to System Unavailability (as defined below), 365Labs will credit the Subscriber’s account for the unavailable RMS as follows: System Availability (Monthly) Credit Percentage Above 99.9% 0% 99.8 – 99.0% 10% 98.9 – 98.0% 20% Below 97.9% 30% “System Unavailability” is defined as the percentage of minutes per month in which the CMS is completely and generally unavailable for Subscriber’s use (but not the use of any one authorized User), provided that System Unavailability does not include any unavailability attributable to: (a) RMS Scheduled Downtime for maintenance (whether by 365 Labs, by a vendor, or by Subscriber); (b) acts or omissions of Subscriber or any Subscriber user of the System; (c) server downtime related to connectivity issues resulting from Third Party-managed VPN access to hosted server or Subscriber internal network problems; (d) defects or bugs in the Applications or Software caused by Subscriber, any Authorized User, or any Affiliate, employee, agent or independent contractor of Subscriber; or (e) any other cause(s) beyond 365 Labs’s reasonable control, including but not limited to those caused by Third Party Data services (e.g. Department of Motor Vehicles license plate database), Third Party Components, overall internet congestion or a force majeure. Subscriber will be responsible for immediately notifying 365 Labs of all Third Party-managed VPN access and internal or external (e.g. internet service provider) network problems that arise. “Credit Percentage” means the applicable percentage of the portion of the Fees attributable to Services in the calendar month in which the System Unavailability occurs. 365 LABS | Confidential 23 2. Data ownership: Who owns the data we provide and what can be done with the data? ▪ The agency maintains ownership of Subscriber Data stored or transmitted through the SaaS Services in Subscriber’s user accounts. 3. Data security: How secure is our data and how is it being kept secure? ▪ 365Labs deploys military-grade encryption and CJIS compliant security best practices to ensure a high level of data security for subscribers. ▪ The 365 platform enables secure, permissions-based access with: o Single Sign On & 2 Factor Authentication o Biometrics Authentication capability o Military grade encryption ▪ 365Labs maintains the following security practices: • An information security program that defines implements, and reviews information security policies and procedures. • Policies that prohibit the unauthorized disclosure of Confidential and Restricted Information and requesting, on an annual basis, confirmation from 365Labs personnel that they have read such policies. • Processes to encrypt Confidential Information stored on 365Labs-provided laptop and desktop computers (using BitLocker Drive Encryption – full disk encryption); processes and security settings to protect Confidential Information stored on 365Labs -provided mobile devices (e.g., iPhone and Android devices), such as time out values, PINs, automatic device wipe after a specified number of invalid log-on attempts, and remote wipe capability; and issuing encrypted USB drives to 365Labs personnel for use in transferring Confidential Information. • Training and awareness programs for personnel related to information security policies, information protection standards, and privacy. Additionally, from time to time, publishing privacy and security-related alerts or reminders by standard 365Labs internal communication channels. • Limiting physical access to 365Labs offices through the use of one or more of: conventional locks, electronic locks, security guards, identification badges, visitor control programs, and video surveillance programs. • Anti-virus protection programs (e.g., Webroot), including, centrally managed, commercially available anti-virus software on 365Labs-provided computers to which updates are released as they become available from anti-virus software vendors, and a virus containment process that defines responsibilities and outlines procedures. • Network servers in 365Labs data centers that employ a variety of industry-accepted procedures and tools that are designed to safeguard portions of the network and servers within the data centers. These include combinations of the following: o Restricting both physical and network access to authorized users o Restricting physical access by card-key control systems o Network based intrusion prevention system o Firewalls to segment networks 365 LABS | Confidential 24 o Vulnerability assessment processes and tools o Change management procedures o Patch management processes and tools o Periodically backing-up data that is maintained on 365Labs network servers, including processes to encrypt back-up media and to store back-up media off-site o Server operating system hardening as appropriate • Periodic review and update of internal 365Labs information security policies and procedures. • Incident Response processes containing escalation procedures for contacting Subscriber and Information Security resources. a. If this is a multi-tenant environment on the same hardware how is our data kept separate and secure from other customers, including any PII (Personally Identifiable Information) that may be gathered? ▪ The databases for Case 365™ are not multi-tenant. Each agency’s databases exist under a separate security context and therefore always stay separate. The hardware that run the containers and virtual instances of database can be common, however each instance of VM is protected and encrypted at the hardware level. This is no different than any enterprise Cloud operator. If needed, separate hardware can be provisioned and will cost extra. However, we do not see this as necessary or adding any extra security value. b. If PII is gathered, is it encrypted in transit and at rest? o Yes, data is encrypted in transit and at rest. o Data at Rest: All files and databases containing Restricted Data (PII) are encrypted in compliance with the CJIS Policy. This also includes proper key management. o Data in Transit: All system communications (client to server, server to database, server to service or service) occur solely over the most current (working) version of TLS c. If credit card transactions are occurring is your system fully PCI compliant? o No credit card transactions occur in our system 4. Data integrity: What do you do as a vendor to ensure our data maintains its integrity? ▪ Various standards and best practices are used to ensure data maintains integrity. First, the cloud environment is SOC2 compliant and therefore very tight standards are maintained. No physical access is available to data. Proper Change management in observed for any code and patch updates by CJIS certified engineers. 365 LABS | Confidential 25 Atomic transactions are performed for all database transaction. Every transaction and edit is recorded in an audit system Continuous replication and backups are performed to ensure data integrity. 5. We require data centers to be located in the United States: What country will our data be located in? ▪ Subscriber Data stored or transmitted through the SaaS Services in Subscriber’s user accounts is hosted in the United States 6. Responding to legal demands to disclose data: What is your process when someone subpoenas or requests our data from you as a vendor? ▪ The data is encrypted on our cloud servers and therefore unusable if provided by us as part of subpoena or request. Therefore, 365Labs refers the subpoena requesting agency directly to our client agencies. 7. Reporting: What is your protocol for data breaches? ▪ Protocol is to report the data breach to our clients within 24 hrs of such a breach. 8. Disaster recovery: What protections/ protocols do you have in place to mitigate disasters? ▪ The 365 System is implemented on two infrastructures: o Both in Cloud (Hosted/Cloud Solution) o Both on Site in redundant locations (On-premises Solution) o or One in Cloud and One Onsite (Hybrid solution) The onsite components are built on HA hyper converged infrastructure. Such an infrastructure not only provides a performance advantage, but also can fail two simultaneous servers and still remain running. The system is always replicated in real-time to a secondary infrastructure. Even the primary infrastructure runs three nodes, and data is dispersed over three different pieces of hardware. The system runs two different sets of databases which are continuously replicated. The system is additionally backed up at a complete level every night. In case of the primary side failure, orchestration is available to switch on the system within an hour on a secondary site. The system can then be switched back to the primary site as needed. Industry-leading backup and replication Technologies are used to perform these functions. Our 365 LABS | Confidential 26 current experience with managing over 8 petabytes of data over the last decade has ensured our understanding of this platform. 9. Business continuity: If you decide to bring your business to an end what happens to our data? ▪ In an unlikely case of termination of 365Labs, and if no other entity would assume the responsibility of taking over the running of cloud operation, the data would be provided back to each respective client in an encrypted Microsoft SQL server database format. 10. Termination rights and consequences: What is your termination policy both for you as a vendor and us as a customer? ▪ Once the term of the agreement is complete, both customer and vendor are free to give a 30 day notice to terminate the service or the contract. 365 LABS | Confidential 27 SECTION 4 RELATED EXPERIENCE WITH SIMILAR PROJECTS 365 LABS | Confidential 28 Software Implementation Experience 365Labs engineers have over 20 years of experience developing and implementing software for public safety & criminal justice agencies, including: ▪ Case Management Systems ▪ Computer Aided Dispatch (CAD) ▪ Records Management Systems (RMS) & Reporting ▪ eCitation, Ticket Management, and Collections ▪ Evidence Management ▪ Jail Management Systems 365Labs has provided these systems and full turn-key implementations including data migration, training, and on-going support for agencies ranging in size from 50 to 3000+ users. This experience allows our team to seamlessly implement new systems with minimal disruption to agency operations. Data Conversion Experience With its roots from an IT Services and consulting organization, 365Labs Engineers have over 80 years of combined experience in data conversions. The 365Labs team has completed data conversions for CAD, RMS, JMS, Case Management and eCitation implementations with large scale data conversions in the range of 10+ million records (20 years of data) converted per implementation. Data Conversion services will be provided as part of this project scope. 365 LABS | Confidential 29 SECTION 5 PROPOSED IMPLEMENTATION SCHEDULE 365 LABS | Confidential 30 365 Labs will provide complete project management, system configuration and setup as part of the software implementation. As we have done with other agencies, the implementation process will be completed with minimal disruption to users and agency operations. A dedicated project manager will be assigned as the primary point of contact for the City Prosecutor’s office. The project manager will: Ensure successful completion of the Project; Manage and coordinate the efforts of 365 staff and External Parties; Develop and maintain the project schedule & manage project scope; Generate Task Completion Reports (TCR), Monthly Status Reports, and Change Orders. Identification of tasks to be performed by Vendor & City 365Labs will provide a detailed RACI chart based on the final project scope that identifies the key roles and responsibilities of 365Labs and designated agency personnel. Below is a sample RACI chart. SAMPLE RACI Chart key: R = Responsible (party responsible for the project task) A = Accountable (party who is accountable for the success of the task and is the decision-maker) C = Consulted (party to be consulted for details or additional information on task requirements) I = Informed (parties to be kept informed of major updates for the project task) Activities Sub Activities Responsibility Matrix Agency Administration Agency Technical 365Labs DOA IT Scope Definition C A R Pricing Sheet & Schedule R C A T&M Billable Rates I I R I Covered Services & Exceptions I I R Support & SLA I C A I Contract Terms A R C I Schedule C C A Order through SHI A I C Cloud Infrastructure I C A Security Clearance I R A WebServices Setup I R DataStore Setup I R 365 LABS | Confidential 31 DataLake Setup I R Delegated Admin C I A Azure AD Sync Setup A R C AD Integration A R C Security Groups Setup A R C Microsoft Business Store Setup R A I LOB Publishing R A Private Store Setup R A MDM Setup for CJIS R A I Establsih IT Control A C R NCIC Setup Get new Channel & ORI I A R C Impement Message Switch I A R Designate POC R C I Interface Development WLF License I A R ASP Application I A R Citation Implementation GISMO Onboarding Introduction C C R Officers, Admin and Connect Users R C I Local Statutes R I I eTicket Format & Approval Process A I C Default Ticket Fields R I I Special Codes R I Federated AD Setup A R Kick-off Meeting R I C Complete AD sync process R R Digital Branding & Logo C A R Agency Portal Setup I I R Agency Citation Admin App Setup C I A Order Paper R C I DA Integration DA Portal Setup I C R Obtain DA User List C A I Setup DA users C A Schedule DA training A R C Inventory & Offer CMS Interfaces R 365 LABS | Confidential 32 Training IT training I R I Agency admin training R C C User Training R C C Activity Implementation System Design C I R Codes and WBS module C C R Rules Engine C R Forms Deliverable C R Software Integration Gismo I R Reporting C C R Interface Development C C R CAD Implementation Terminal Setup C R C Call-Taker Implementation I C R Dispatch Implementation C C R Camera Integration C C R AVL Integration C R GISMO Integration R Realtime Setup R FieldNotes Application R NCIC + Realtime Application R Training C C R Go Live R C Support R 365 LABS | Confidential 33 Implementation Plan 365Labs follows PMI Principles & Guidelines for software implementations. A comprehensive implementation project plan will be created in conjunction with the agency administration. 365Labs Team provides the essential template for implementation but customizes the various modules and implementation schedules based on planned change management of processes, interface implementations, field testing, feedback injection into the products, final implementation, and subsequent continuous improvements. The Project Life Cycle is divided into Overlapping Phases with defined checkpoints: o Initiation o Definition of Services & Implementation Scope o Contract Negotiation o Contract Execution o Statement of Work o Planning o Project Scheduling o Staffing o Communication Plan o Risk Plan o Kickoff o Execution o System Implementation ▪ Business Process Review ▪ Cloud Setup, Store Setup, AD and software Configuration ▪ Custom Development ▪ Interfaces ▪ Device/Application/Network ▪ Testing and Functional Acceptance o Training o Control o Continues throughout the project life cycle o Accounting of deliverables and services o Change Orders o Task Completion Reports (TCRs) o Weekly calls o Project Status Reports (PSRs) o Closure o Go-Live o Final accounting of deliverables and services o Transition to Support 365 LABS | Confidential 34 SECTION 6 PRESENT & PROJECTED WORKLOADS 365 LABS | Confidential 35 Present Workloads 365Labs currently has 1 active Case Management System implementation in progress. Projected Workloads We generally try to schedule no more than 1 implementation per quarter. 365 LABS | Confidential 36 SECTION 7 REFERENCES 365 LABS | Confidential 37 Agency: East Baton Rouge District Attorney’s Office Contact: Hillar Moore, District Attorney | Hillar.Moore@ebrda.org Phone: (225) 389-3400 Address: 222 St. Louis Street, Suite 550 Baton Rouge, LA 70802 Agency Size: 160+ Prosecutors & Staff Client Since: 2014 Solutions Implemented: Case Management System, eDiscovery Portal, CSU, Arrest Alerts System Project Description: 365Labs implemented a state-of-the-art Case Management System to replace EBRDA’s previous case management system. Implementation included data conversion and migration, software and interface implementation, and end user training. Implementation was completed with minimal disruption to the DA’s operations. 365Labs provides ongoing support for the agency. Agency: East Baton Rouge Parish Sheriff’s Office Contact: Cpt. Denise Boudreaux | DBoudreaux@ebrso.org Phone: (225) 389-5002 Address: 8900 Jimmy Wedell Dr., Baton Rouge, LA 70807 Agency Size: 900+ deputies & staff Client Since: 2013 Solutions Implemented: Case Management System, Records Management System, eCitations, eWarrants Project Description: 365Labs has implemented Case Management, Records Management, eWarrant, and eCitations systems for the Sheriff’s Office. Implementation included data conversion and migration, software and interface implementation, and end user training. 365Labs provides ongoing support for the agency. Agency: Zachary Police Department Contact: Amber Guidry | aguidry@zacharypd.org Phone: (225) 654-1904 Address: 4510 Main St, Zachary, LA 70791 Agency Size: 40+ officers & staff Client Since: 2017 Solutions Implemented: Case Management System, Records Management System, eCitations, eWarrants Project Description: 365Labs has implemented Case Management, Records Management, eWarrant, and eCitations systems for Zachary PD. Implementation included data conversion and migration, 365 LABS | Confidential 38 software and interface implementation, and end user training. 365Labs provides ongoing support for the agency. Agency: Baker Police Department Contact: Jamie Watson | jwatson@bakerpd.org Phone: (225) 706-0688 Address: 1320 Alabama St. Baker, LA 70714 Agency Size: 40+ officers & staff Client Since: 2020 Solutions Implemented: Case Management System, Records Management System, eWarrants Project Description: 365Labs has implemented Case Management, Records Management, and eWarrant systems for Baker PD. Implementation included data conversion and migration, software and interface implementation, and end user training. 365Labs provides ongoing support for the agency. 365 LABS | Confidential 39 SECTION 8 TRAINING 365 LABS | Confidential 40 A comprehensive training will be provided for officers/staff designated by Bozeman City Attorney’s Office. This training may be a mix of train-the-trainer and end-user training, as agreed upon by the office. Training will include content specific to the modules on which the users are being trained as well as processes and workflows so that attorneys and staff are capable of and confident in using the new system. 365Labs will work with Bozeman City Attorney staff to customize the training plan to ensure all agency needs are met. The approved training schedule will be closely coordinated with agency staff to coincide with the installation of the software. Training materials packages and end-user documentation will also be provided. Sample Training Plan Tasks Task Details / Deliverables Foundation Training Documentation • 365Labs will provide standardized workflow guides for the Subscriber • 365Labs will provide access to our knowledge portal via 365 Labs Help Center Training Logistics • Where applicable, 365Labs will assist and offer previous best practices on coordination of training logistics Train-the-Trainer or Joint Training • 365 Labs will provide the number of train-the-trainer or joint training sessions as follows: o Case Management End-User Training for All User Groups – 10 days o Case Management System Administration – 5 days If joint training is preferred, the first 4 hours of each date will be led by 365Labs, and the remaining 4 hours of each day will be led by Agency trainer. Additional Training • For any additional training outside of what is defined within the SOW or the contract, the Subscriber should follow the Change Control Process outlined in the Change Control section to request additional training services 365 LABS | Confidential 41 SECTION 9 MAINTENANCE & SUPPORT 365 LABS | Confidential 42 Support Post go-live, 365Labs provides: ▪ Software updates ▪ Ongoing technical support and maintenance ▪ Helpdesk for support of the software With 20 years of 98% ’Very Satisfied’ client surveys, the 365 support team is 100% based in the US and available 24/7/365 for clients. Clients can easily reach their dedicated support team via phone, email or through the online client portal. 365Labs offers two standard options for helpdesk support: ▪ 8x5 Helpdesk Support Standard Business Day Hours: 7:00 am to 5:00 pm M-F (CST) ▪ 24/7 Helpdesk Support Standard Business Day Hours: 7:00 am to 5:00 pm M-F (CST) + After Hours Support: 5:00 pm to 7:00 am M-F (CST), Saturdays, Sundays, and State Holidays The helpdesk provides telephone and/or email based technical support, troubleshooting, error identification, isolation and remediation, and other assistance directly to Authorized Users to support the use, deployment and validation of 365Labs software. System Updates and Upgrades 365™ Application install, distribution and updates are automatic using Microsoft LOB secure store. This Store is not available to the Public but only to the Organization that has been licensed under a 365™ agreement. Users can install the App themselves or an MDM, like Intune or Airwatch, can be used for automatic deployment. Once the App is installed, all updates are Automatic. The App under the Modern architecture design runs in a sandbox and therefore does not need administrator access or even a VPN to connect. Similarly, mobile applications are installed from the App Stores. 365 LABS | Confidential 43 SECTION 10 PRICE PROPOSAL 365 LABS | Confidential 44 Software & Interfaces – Annual Costs Description Qty Unit Cost Ext. Cost Case 365 Case Management System – User License (Software & Support) 20 $900 $18,000 eDiscovery Portal – Site License (Software & Support) 1 $3000 $3000 Traffic & eCitation Bridge (Software & Support) 1 $3000 $3000 Case 365 Mobile App (Software & Support) 20 $120 $2400 Interface with Zuercher (Software & Support) 1 $3800 $3800 Interface with Getac (Software & Support) 1 $3800 $3800 Installation & Training Costs – One Time Description Qty Unit Cost Ext. Cost Professional Services Hours – Implementation 120 $150 $18,000 Professional Services Hours – Training 80 $150 $12,000 365 LABS | Confidential 45 Data Conversion Cost – One Time A breakdown of all costs associated with conversion of data from current JustWare platform to vendor’ s program. Description Qty Unit Cost Ext. Cost Professional Services Hours – Data Conversion (estimated hours req’d) 130 $150 $19,500 365 LABS | Confidential 46 SECTION 11 AFFIRMATION OF NONDISCRIMINATION Attachment A NONDISCRIMINATION AND EQUAL PAY AFFIRMATION _________________ (name of entity submitting) hereby affirms it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and acknowledges and understands the eventual contract will contain a provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring and treatments or proposer's employees and to all subcontracts. In addition, ________________ (name of entity submitting) hereby affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work "best practices" website, https://equalpay.mt.gov/BestPractices/Employers, or equivalent "best practices publication and has read the material. Name and title of person authorized to sign on behalf of submitter 365Labs 365Labs Mohit 'Mo' Vij, President & CEO 365 LABS | Confidential 48 The most advanced platform for Public Safety Phone: (833) 365-LABS Email: info@365labs.com Web: www.365labs.com Baton Rouge, LA: One Smart Way, Baton Rouge, LA 70810 San Francisco, CA: 1390 Market Street, Suite 200 San Francisco, CA 94102 Washington, DC: 1701 Pennsylvania Ave N.W., Suite 200 Washington, D.C. 20006