Web Page. Warranty Period. Return Policy. Delivery
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1 SOCORRO INDEPENDENT SCHOOL DISTRICT Summary Sheet CSP No. Awarded: June 23, 2011 Expires: June 23, 2012 Extended: June 23, 2013 Second Extension: June 23, 2014 Company Name Computer Generated Solutions, Inc. SISD Vendor Number Company Contact Corey Stephen 3 World Financial Center Address, City, State, Zip 200 Vesey Street, 27th Floor New York, NY Phone: Fax: cstephen@cgsinc.ca Company: Web Page Software: Deviations None Warranty Period 90 day + ongoing support Return Policy Delivery FREIGHT: The district requests that all deliveries be freight prepaid FOB destination with bid prices reflecting freight and delivery charges to locations within the District. Can you comply? Software that does not conform to indicated service levels will be corrected by CGS Flexible, but typically within 25 days of contract signing Awarded Vendor Extended Page 1 of 7
2 Organization SISD Purchasing Bid Creator Maria Morales Purchasing Agent Phone (915) Fax (915) Bid Request Number Description Socorro Independent School District is seeking a hosted archiving, ediscovery, and regulatory compliance solution. Bid Type CSP Open Date 5/23/2011 3:30:00 PM Mountain Close Date 6/6/ :00:00 AM Mountain Line 1 Provide total amount for hosted archiving, ediscovery, and regulatory compliance solution. Name QTY UOM Unit Price Computer Generated Solutions, Inc. 1 EA $ 67, Note to Buyer ediscovery Additional information for the ediscovery Search Capabilities Additional Information for the Search Capabilities Licensing cost (annual) is tiered: $9.00 each, $8.00 each; Installation (one-time): $4,500. Licensing includes ongoing Maintenance & Support (toll-free). See Addendum containing cover letter and complete product details. Section I: Minimum Requirements Unlimited Mailbox includes a complete set of Auditor / ediscovery tools including full search capabilities, legal hold, redaction, classification (tagging), data export and reporting. CGS is a corporate member of the Association of Certified E-Discovery Specialists (ACEDS). Unlimited Mailbox will parse and index on ingestion, creating an index for all messages, including all header information, meta data, dates, sender, recipient, copy, blind copy, subject, body of and body of attachments. Full index searching is thereby provided with a complete array of search options including Boolean, wildcard, fuzzy, proximity, range, term boosting, and grouping techniques. Support Search Results for Multiple e- discovery Additional Information for the Support Search Results for Multiple e-discovery Deletion Prevention Unlimited Mailbox e-discovery tools are based upon classification tagging. Multiple cases can be created and messages can be classified (tagged) for each case. A single message can be tagged/classified under one or several classifications. When a Awarded Tab Extended Page 2 of 7
3 Additional Information for the Deletion Prevention is stored in read-only format, thereby ensuring secure storage of data in the archive until corresponding retention policy requirements expire. Mail that is placed on legal hold (e.g. results of e-discovery search) is automatically protected from deletion - even if the retention period for that item expires - until all legal holds have been released for the mail item(s) in question. MS Live@EDU Data Additional Information for the MS Live@EDU Data Policy Based Retention Rules Additional Information for the policy based retention rules Retrieval of documents after being deleted from mailbox Additional Information for the Retrieval of documents after being deleted from mailbox Integrate with Microsoft Live@Edu Additional Information for the Integrate with Microsoft Live@Edu Integrate with Hybrid Systems Additional Information for the Integrate with Hybrid Systems Section II: Minimum Requirements ( Document Management) Unlimited Mailbox will parse and index on ingestion, creating an index for all messages, including all header information, meta data, dates, sender, recipient, copy, blind copy, subject, body of and body of attachments. Unlimited Mailbox is a policy based archive system. The authorized Admin of Unlimited Mailbox sets the archiving requirement parameters according to the company's business policies (e.g. at a minimum, set to meet regulatory compliance requirements). Criteria that can be used to determine the archiving policy include size of , life time minimum (archive messages after a specified timeframe), life time maximum duration (retain archived messages for a specified period of time), along with other criteria including authors, recipients, keywords, groups/distribution list membership, and specific date range. Mail data that has been deleted from a user's mailbox remains untouched in the archive store until the retention policy applicable to that item has been met. As such, end users can search / access and retrieve / restore mail from archive to their mailbox prior to expiration of the message's retention period. Section III: Minimum Requirements ( Integration) Unlimited Mailbox is the first archiving product to integrate with Microsoft's BPOS (cloud) and Live@edu offerings. In fact, at the 2010 Worldwide Partner Conference in Washington, Microsoft Corp. officially recognized Computer Generated Solutions (CGS) as the U.S. Public Sector 2010 Microsoft Partner of the Year in Education, in part as recognition for the Unlimited Mailbox delivery of enterprise class archiving and ediscovery. Unlimited Mailbox is the most flexible archiving and e-discovery product on the market. It is purposely designed (Java and J2EE) to run on all operating system platforms and to integrate with all mail platforms. As such, it serves as a powerful migration tool when moving from platform to another, and integrating with hybrid systems that utilize a blend of on-premise and cloud solutions. Awarded Tab Extended Page 3 of 7
4 Section IV: Minimum Requirements ( Regulatory Compliance) Comply to HIPAA Additional Information for the Comply to HIPAA Comply to FRCP Additional Information for the compliance of FRCP Unlimited Mailbox provides powerful and easy-to-use search tools to facilitate timely replies for e-discovery and litigation requests and assist efforts to meet regulatory compliance requirements. The product is diverse in its ability to meet a number of regulatory requirements such the Health Insurance Portability and Accountability Act (HIPAA), SEC 17a-4, NASD Sarbanes Oxley, Federal Rules of Civil Procedure (FRCP) British Standard Institution's Code of Practice, and Bill C-198 (Canada). Unlimited Mailbox provides powerful and easy-to-use search tools to facilitate timely replies for e-discovery and litigation requests and assist efforts to meet regulatory compliance requirements. The product is diverse in its ability to meet a number of regulatory requirements such the Health Insurance Portability and Accountability Act (HIPAA), SEC 17a-4, NASD Sarbanes Oxley, Federal Rules of Civil Procedure (FRCP) British Standard Institution's Code of Practice, and Bill C-198 (Canada). Connectivity Additional Information for the Connectivity Blank Integration into MS Outlook Client Application or Outlook Web Access Additional Information for the Integration into MS Outlook Client Application or Outlook Web Access Section V: Additional Requirements One of the distinctive features of Unlimited Mailbox is that it permits end-users to continue to work in their regular environment. This means the end-user can work with their accustomed client interface or the Web Access interface. Archived message have a stub inserted for the original message. This stub has the same visual appearance as the original entry except that "(Archived)" is appended to the subject line. To access an archived message, the user opens the stub as if it were the original message. This stub replaces most of the body of an , allowing full viewing of the header information, subject, date and portion of the body in the users current mail file. The user can access the archives message via an http link in the message stub. Once the user clicks on the link, Unlimited mailbox retrieves the message from archive and renders it in a web browser on the fly. After the message is retrieved, the user can forward, reply, reply with history, close the message. A search option permits a search on the user's entire archive. Awarded Tab Extended Page 4 of 7
5 Experience Support Years Supporting the Proposed Solution Number of Customers in Texas Reference One Reference Two Reference Three Reference Four Section VI: Contractor Experience and Qualifications Computer Generated Solutions is a leader in the archiving, management and e discovery space. A wide range of installations exist in both industry (including 100,000+ user accounts at a major automotive manufacturer) and governmental (including numerous towns & cities, public school boards, and the State of Connecticut). There are a multitude of installations of the Unlimited Mailbox software with the largest installation base being comprised of municipalities and public school boards/districts (samples showing our presence in different states include Town of Fairfield, CT, North Stonington Public Schools, CT, Town of East Hartford Board of Education, CT; City of Clermont, FL; City of Muscatine, IA, City of Caldwell, ID, Town of Canton, MA; City of Farmington Hills, MI; Freeborn County, MN; City of Ridgeland, MS; Chatham County, NC; Town of Exeter, NH; Kingsborough Community College, NY; Essex County, NY City of Lorain, OH; St Mary's County Government, PA; City of Memphis, TN; United Independent School District, TX; City of Antigo, WI; Columbia County, WI; City of Moorpark, CA; Mendocino County, CA; and numerous others). Computer Generated Solutions employees are industry professionals who are fully trained in products being supported. In the case of Socorro ISD, CGS agrees to assign experienced technical personnel to supporting this contract. Computer Generated Solutions has owned and supported Unlimited Mailbox for 8 years. CGS has 20+ customers in the State of Texas (not including resellers). Section VII: References United Independent School District, 3501 East Saunders, Laredo, TX 78041, Cesar Tamez, Network Systems Supervisor, Phone: (956) , ctamez@uisd.net, Product/Service - Unlimited Mailbox Pasadena Independent School District, 1515 Cherry brook Ln, Pasadena, TX 77502, James Nowlin, Phone: , JNowlin@pasadenaisd.org, Product/Service - Unlimited Mailbox Stonington Public Schools, 298 Norwich-Westerly Road, North Stonington, CT 06359, Shane Devine, Network Administrator, Phone: , devines@northstonington.k12.ct.us, Product/Service - Unlimited Mailbox Sarasota Bradenton International Airport, 6000 Airport Circle, Sarasota, FL 34243, Gina Weaver, Asst. Internal Auditor/Records Retention Coordinator, Phone: ext. 4223, gina.weaver@srq-airport.com. Issue: Customer required an enhanced Awarded Tab Extended Page 5 of 7
6 Licensing - First Year Licensing - First Year Document Licensing - Optional Second Year Licensing - Optional Second Year Document Licensing - Optional Third Year Licensing - Optional Third Year Document Setup Fee for Setup Fee for Document Hardware for Hardware for Document Travel and Lodging for Travel and Lodging for Document Knowledge Transfer - Knowledge Transfer - Document Section VIII: Pricing for Services Offered 1) First 5,000 $9.00 per user account per year = $45,000; 2) 5,001+ accounts $8.00 per user account per year = $17,600 "Document" description in proposal describes related documents (e.g. attachments) which are included in "Licensing - First Year " costs (#43 above). Separate costing can be provided should SISD require non- document 1) First 5,000 $9.00 per user account per year = $45,000; 2) 5,001+ accounts $8.00 per user account per year = $17,600 "Document" description in proposal describes related documents (e.g. attachments) which are included in "Licensing - First Year " costs (#43 above). Separate costing can be provided should SISD require non- document 1) First 5,000 $9.00 per user account per year = $45,000; 2) 5,001+ accounts $8.00 per user account per year = $17,600 "Document" description in proposal describes related documents (e.g. attachments) which are included in "Licensing - First Year " costs (#43 above). Separate costing can be provided should SISD require non- document Setup / Implementation (one-time fee) = $4,500 "Document" description in proposal describes related documents (e.g. attachments) which are included in "Setup Fee for " costs (#49 above). Separate costing can be provided should SISD require additional setup for non- document No additional hardware is expected if you plan to use Live@edu. No additional hardware is expected for archiving associated documents (e.g. attachments) with Live@edu. It is anticipated that this implementation can be handled remotely, thus precluding the need for travel and lodging expenses. It is anticipated that this implementation can be handled remotely, thus precluding the need for travel and lodging expenses. $0.00 Administrators are encouraged to be present during installation at which time CGS personnel will provide hands on training for the product and the administrative process (e.g. configuration). Our experience is that administrators find this adequate and as such no additional administrator training is typically required. Unlimited Mailbox provides a maximum ease of use b y allowing users to continue working within their regular mail file interface. The solution is very user intuitive and typically requires no specific training for users. No Knowledge Transfer costs are anticipated. Awarded Tab Extended Page 6 of 7
7 Delivery Schedule of Events and Time Periods Unlimited Mailbox requires approximately 3 to 5 days for implementation in an environment such as SISD. The roll-out would typically be completed within 25 business days of contract signing, but may be fast-tracked if mutually agreed scheduling is practical. Awarded Tab Extended Page 7 of 7
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