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RESOLUTION 2021-412 �y" Baa ADOPTED DOC ID: 17059 THIS IS TO CERTIFY THAT THE FOLLOWING RESOLUTION NO.2021-412 WAS ADOPTED AT THE REGULAR MEETING OF THE SOUTHOLD TOWN BOARD ON MAY 18, 2021: RESOLVED that the Town Board of the Town of Southold hereby authorizes and directs Supervisor Scott A. Russell to execute the Municity 5 Integrated Parcel Management SaaS Software Agreement between the Town of Southold and General Code Publishers. Funds are available in account code H.1680.2.200.700 (Municity Upgrade). Elizabeth A. Neville Southold Town Clerk RESULT: ADOPTED [UNANIMOUS] MOVER: Louisa P. Evans, Justice SECONDER:Robert Ghosio, Councilman AYES: Sarah E.Nappa,Jill Doherty, Robert Ghosio, Louisa P. Evans ABSENT: James Dinizio Jr, Scott A. Russell a Town of Southold Suffolk County Proposal for MunicetyTM Integrated Parcel Management Saa May 12, 2021 Valid for 3 months - _ A, ''`°�^ - � _ '"`� � 1 y it �,+"�. � }�..;-.• �C m `.��;�� � ,� —..IPS ��°' d r a. 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R,�V e cl 1 F t rpg� rt •t 1 Lr ,�L� lf,•' Bruce Cadman Director of Sales 518-441-6496 BCadman@generalcode.com GENERAL �� COMMUNITY DE4ELOPMENT Lim 119 ®`a SOLUTIONS t Town of Southold, New York CONTENTS Municity product overview.......................................................................................................................3 Stage1—Municity 5 Implementation.......................................................................................................4 Municity 5 programs of work....................................................................................................................9 Stage 2—Municity Connect Implementation.........................................................................................12 Municity CONNECT programs of work....................................................................................................13 Investment Detail &Options ..................................................................................................................19 Authorization &Agreement....................................................................................................................21 Appendix A- MunicityW Recommended Minimum Specifications.........................................................24 Appendix B-General Municity Service Level Agreement......................................................................25 Appendix C—Municity training EXAMPLE..............................................................................................28 Appendix D—References and Team InformatioN ..................................................................................31 Appendix E—SAMPLE CHANGE ORDER..................................................................................................33 GENERAL COMUNIDEVELOPMENT Man SOLUTIONS 2 May 11,2021 1 e f Town of Southold, New York MUNICITY PRODUCT OVERVIEW THE MUNICITY SUITE The Municity Suite is a set of hosted software products that work together to provide your municipality with the best functionality that serves the needs of each user and usage environment. At the core of the system is a Microsoft SQL database that contains all your municipal data — parcels, owners, building permits, violations, variances, fees, etc. All of the modules of Municity access and update this database in real-time so there is no synchronizing required or lag time between activities. Municity 5 is the web-based interface for Municity which provides users access to all Municity data anywhere with an Internet connection, as well as some enhanced functionality like advanced analytics and reporting. Municity 5 also includes advanced GIS capabilities that enable you to visualize all your parcel data, permits, complaints, inspections, etc. via a geographical (map) interface. Municity Mobile combines the ease of use of a tablet or smart phone with the power and functionality of Municity. Users can complete inspections, issues stop work order or violations, take photos, or just access any Municity data necessary to be as productive as possible in the field. Finally, the Municity Connect module allows the municipality to extend the information from the Municity database to a public web-site, reducing calls and foot traffic into the office. Optionally the Municity Connect module can be utilized to accept on-line permit application and issue reporting, allowing users,via a log-in,to track the status of their applications and permits. General Code staff will preload the data information provided by the Town into the Municity software. This includes: parcel data, fee schedules, mapping integration, zones, and historical data conversion (permits, complaints, etc — this may be quoted separately depending upon the volume of data). The included standard forms and reports will be updated to include your municipality's logos and standard text. Configured forms and reports can be created at an additional cost. The Municity Cloud a s OF P:t,3uGi J RJ'DR,Ir �,, Yrrb•:,�src1 rtung,cy 5 ® � aa`i m urtic,."gmtrrs&Data tsurz,ty Cornett re Cairrn s`ur:ar 'Y :9 ontetpat Scn�ra B Data e:r ar GENERAL COMMUNITY • , DEVELOPMENT SOLUTIONS 3 May 11,2021 � y :fir► c Town of Southold, New York STAGE 1 - MUNICITY 5 IMPLEMENTATION MUNICITY 5—WEB BASED MUNICITY: Parcel Information - Search for parcels by owner, address, parcel number and then view all parcel assessment information, including owner, owner's address, zoning, property class, acreage, etc. Municity captures full property history, including ownership changes and historical ownership information. Contact Management — Fully integrated contact manager allows you to track all your contact information, including contractor insurance,worker's comp. and basic licensing. Permitting - The permitting module of Municity allows users to track all activities on a permit including permit type, status, construction cost, contractors, inspections, fees, and tasks. The permit editor is extremely flexible and can be configured by the users to display the information they require and arrange it in the order they find most convenient. --------- --- -- -------------- - -- - - - -- - ------- - - - ---- -- - - - _I Permit Wizard for: 563 06 925 ° Type, Status' Permit Number: RENOVATION-INTERIOR " PENDING " Permit Number � i Application Date: Permit Date: Expiration Date* Assignetl To: F 12/18/2017 --Ti Permit Date _7131 12/17/20 1 6 Assigned Group# Construction Cost Square Footage ResidentiallCommercial y Group" --�"l 10000 Square Footage Residential 1 i Description: Kltchen rehab. New sink,counter tops,fixtures. New line for gas stove. { Owner/Tenant/Applicant Fuliname RolePhone-- Phone Email-- ___ Applicant----_ Delet I I { WdliamJMathews OWNER Dale&per Contractor Add Fees? ® rti�� Fee Type . Dem ascription Amount Paid Date Paid (Pay Type E Check#- ¢ 1State Fee 1448 »25,»-.,.._ V •.___.1211812017 --- X_ E Alter 1 Remotl��820-030048181 25000 � -12/18/2017 X1 Total Due:$25,025.00 Total Paid:$25,025.00 Add Inspections? ® — Inspection Type _ Sch Date Start Time '—�All Day i Inspector 'r— ROUGH•IN ELECTRICALROUGH ,X PLUMBING ROUGH _ -� X Municity 5—Permit Creation Wizard GENERAL NITY • , �= COMMUDEYELOPMENT AEU SOLUTIONS 4 May 11,2021 Town of Southold, New York Permit Inspections — Full tracking and scheduling of inspections, including checklists, documents and pictures. Pre-defined inspection templates can be created for each permit-type to ensure all inspections are completed before a permit is closed. Permit Fees—Track all fees related to each building permit. Permit Tasks—Assign tasks/prerequisites that have to be completed prior to permit issuance. Create tasks based on templates and automatically assign them to the responsible parties. Get notification when tasks are completed. GIS—The GIS capabilities in Municity 5 enable the visualization of all of your Municity data via a geographic interface. Municity GIS utilizes geospatial layer data from a variety of sources (the municipality,the County, the State and even some generally available layers from the federal government). Gener;l Cede dsGeate e_-F7' _ '„µ.•I x Search ❑ll Tax + armf Key Hoverovera parcel (A.old Search [}®Aerial 2015 USDA _ s, Macnr r'tli==S='� GIS Bmg Aerial y�J l Admin Bing pedal W,Laoels L`j Contacts ❑13 Bmg Roads ■ Calendar Conmur ,�' • _ _ ❑ ESRI Aenalf' I w Dashboard tt t []0 ESRI Hillshade Editors El 1 ESRI Median Income B 1 WordReports ❑o ESRI Median Age LoglReports ❑[3 ESRI Modlan Net Word ®Console ❑[3 ESRI Soil s' Reminders 13 ESRI Street 6p ❑12 ESRI Topography �1 Workz ❑ FEMA.FHL Templates ❑ FEMA NFHL Flood u k�User Guides ° [][gym Google Hybrid I ❑ Google Roadmap 1 GENERAL NITY COMMU • , DEVELOPMENT IBM SOLUTIONS 5 May 11,2021 • _ _ Town of Southold, New York Workflow — Configure your permit/application workflow to your liking. Permit Templates allow users to define processes(reviews, inspections,fees, etc.) based on permit type. Appointment Calendar—Appointment Calendar for scheduling of inspections. With appropriate user rights you can view multiple in from one calendar and re-assign or re- schedule inspections. Completing inspections from the calendar automatically completes the inspections on the associated permit. FSDCOH W:qn P'.search ..��p Oj Old Search t z, s t Unscheduled ♦ < March 2019 I L c >_d radar rotresh March 2019 �menD weeB1^av �S inspections GIS '�^-;u 2-t`-,Y-� - Sun 61an -Tue Wed �--Thu Fn Se: ;3Yeer Frt ' Admm 3 4 5 fi 7 8 4 4 1' 2!I ON26/tgr Dr '� J 10 11 12 13 14 15 16 9Yeer Flre N Contacts i 17 18 19 20 21 22 73 'I fi56e ercdMCe 0.tl a 26!19 24 25 26 27B©29 30 3, 4 5 6 7, 8. 9'ccm—mu- p�;{Calendar 131 1_2 6 _ _ '161n arra:or r.if Dashboard Today o3nsns Co. " i _ fi42]Attea or :h Editors sears to 11 12 13 14, is t6'j 03/15/'9 Calendar, I tvearnm 1{! s2516u1wrD WardReports uxw_ I�GeneOl Code �,0 (13119/19 LoSiReports 12330e potoma ia,,r7 17l 18 19 20* 21I 22 231Y-11,e ir 1 6 9We ®Michael Gera g r®- 03M 119 ' ®Console ®Lebanon Demo e® �0Don Ramm r3 d - - '----- Reminders J Krhl of Leldldn � ® -2m 2s 26 y--27;_ 28, 29 30 Works Templates 311 User Guides , Code Enforcement - Track all complaint activity including issuance of violations based on the municipal code, state building code or fire code. Create summonses, track court appearances, levy fines, and attach pictures and documents. Create documents such as notice of violation, accusatory,affidavits of service. _.word d/ li 1 31656 Signin t%.access,bdny Mode IL Daal,load d®Save a copy w OnoDn,,e. (3 RrM 1 f,✓�iE I TO I035rhaef Lld r�+�nt4�♦ i r"°,_ a "q 5405 E Srhad Rd � f� Iadepmdrptt,OR i413I t5ST1e D\7X,58:019 i Prlm_r rymap na Delexe p...�-. Media; NOTICE OF COMPLAINT p } SEC•9LK LOT 561-011103 COaIPDATE 03113'3021 Tm-c LOCATION 403&bmfRd CO3R\O 5 j PLEASE TAKE NOTICE,:rompbut hnbrw rap9erd S,,u rhebralma de dbd aba ,hat W(3 1 lk-bme.amd md-doal(il dd caarmrt w pwnu draar Oe fdBmrmaattnr« �, - y�,� wapoun hmtlaav 3' � , dill 1 tbh madder rdavlrata a.ddbr,md f overview Contacts(1) + CdvditdRmdma bad)1)dJ Od(UMf i�CC at UddAa APtEARA\CE OF RESIDE\ PRkaD5C8AlD � i Items CNQdnamea P.ESIDf.\'11AL PRE,tD5CS i9 �1114CilFES Ihreturo,of lM1en,wina a+namn rf f 1 0 i BtatC]Ltt£8 du�m,umnc,Jm•eanamn4•muny vnlmva i .maamnw,w.lynnmaneatran.oma j p � I' adlWdng a.,.adaaOnMna4rrtdmdanemmw � � 4npn;.,m bnm,nW mada,dadW.anNn• 4 Notiftrattions, i y� w•fba�axa•e dnrwwrar2arMappnnnedaw I 1 p.aw.aNmvrnr..me8mm�,v.aeaWn�sfawrw � I , ? dld®ada^p^9 ovmnmrmdmem4aQa3uW na pnn•drtem•wnaMdmn Itl I,-11 !! d�bm6•aaaW tleaamp•yn84nmumnaflmpenYions ' i .rtrawvm3e•[aa^`mF(p Lamcapephmma I F f Ju6baaamw•d»,Aaxlnna6aPraMb,mea du➢ro, 1 ma nna m•aa rmamrma�iaehmae(an�mdaprrruwy I f a I aArmaair^M♦' Pam86uvpd f mdm IrWnen etMtfne6aNrmmy�GNw ' d Page t of? 7598 Cme Feedback to Miuoso'tQuick Calendar(beita) ° y Quick �Flle lnfortnatlon „,., Notes Nct—MolaDun00302-21031656 data Name, D3O uploaded by i Upload Date 031D2121 03 03 P!d T"Uploaded By. �UPloaded 8Y__V~T . Last MDdiffed, 03/02/21 03 03 Pld' ~ Municity5Complaint—Notice Printout ^ GENERAL COMMUNITY • , ®; DEVELOPMENT AMU SOLUTIONS 6 May 11,2021 Town of Southold, New York Media —Attach any electronic files to your parcels, permits, inspections or complaints. Upload pictures, documents, PDF files, and videos and then rearrange into subdirectories. Print or email the files. View all pictures in a slideshow, add notes, or download to your computer. Dashboard / Analytics - View all the latest activities of your department, such as applications submitted, permits issued, complaints issued, inspections completed, tasks assigned, etc. Configure the dashboard to your preferences by choosing from a variety of graphs and data views. illi MunIcity 5 Q, �',ouneaam-„--._...._...--_.-_-____ .__ _,._._._.. -,- .._.___....-..__ Q.Search I. CitySpuared Applications FSDCOH-Pool Permits My Tasks Projectswl Re—tAcUty , Setup Dashboard j 0Search �Old S �Search by any[nlumn. GIS Admin I Add Driveway Area Variance PENDING 6478 Evergreen Or _ Project I I�Contacts jai Baumgartner Lot Lin Lot line Adjustment PENDING 56410031 Project o Calendar .I!Cara Test Lot Line Adjustment PENDING 6200 Patriots Way Project i p,=e�Dashboard I'John Glen Subdivision Subdivision-Minor PENDING 6563 Beechwood Or Project 'i i Mike's Lot Line Adjust, Lot Line Adjustment DENIED 6570 Josephine Or Project 6�y Editors j I My NEw House New Construction PENDING 8123 Hillside Rd Project ;1 EJj WordReports j My Subdivision Subdivision-Major PENDING 5777 Brookside Rd Project '"•LoglReports I New Home New Construction PENDING 6200 Patriots Way Project ®Console i I New House Testing PENDING 6200 Patriots Way Project I Reminders 11 Project001 Lot Line Adjustment PENDING 6508 Anderson Ave Project Rizzo's Barber Shop UseVanance PENDING 6570 Josephine Or Project 4011 Works Smith Road Project Lot Line Adjustment PENDING Brecksville Rd Project Templates fI test Area Variance PENDING 6456 Poplar Or Project ! User Guides nol Dasbboard(aaa) l l EP j p-�� ii I Re[enlly VieYred { ! I , Municity 5-Dashboard Print Outs—Municity 5 is delivered with several standard printouts.These documents include: • Parcel Information/History/Title Search. • Daily Inspection Schedule. • Permits. • Complaint Notice. • Approval/Denial Letters. • Accusatory/Affidavit. • Certificates(CO,CC,Temporary CO). • Summons/Appearance Ticket • Inspection Results(Passed/Failed Letter). Reports—Municity 5 comes standard with the following reports: • Applications Submitted • Resolved Complaints/Violations • Permits Issued • Inspections Completed • Permits Issued w/Cost of Construction • Overdue Inspections • Expired Permits • Fees Collected • Certificates(COs/CCs) Issued • Unpaid Fees • Temporary COs Issued • Ad hoc reporting • Complaints/Violations Issued • Open Complaints/Violations Additional custom reports available for an additional fee. GENERAL MalCOMMUNITY DEVELOPMENT SOLUTIONS 7 May 11,2021 Town of Southold New York MUNICITY MOBILE: The Municity Mobile application allows users to interact directly with the Municity database via most Android, iOS, and Windows-enabled devices. There is no need to synchronize once you get back to the office—you are working with live data. Google Chrome is the preferred browser. W��e:a �� 1 = _ „'�`•~•,\.,� %i " w�l CM 12, Functions • Create Complaints,Appointments, na:.a Violations, and more. ' s� I �x4, • Schedule and complete inspections. - a:, I • View your inspections schedule in a list or calendar view. _ F,, +° = n ;r, • Pull up information on any parcel in your municipality. 4 • Map Assets and Work Orders i•; r ',tip • Search for items and parcels in the o Am ° ..,•,nW database using the advanced search "m option. «^ • Search items can be projected on the map and color-coded based on status. ®e , • <` ' GENERAL QUNITY COMM DEVELOPMENT SOLUTIONS 8 May 11,2021 Town of Southold, New York MUNICITY 5 PROGRAMS OF WORK Municity provides a variety of functionality to streamline and automate important aspects of the Building, Planning and Zoning functions within a municipal government. The Programs of Work can apply to one department or it can be spread across multiple departments depending on how the government operation is structured. Following are each of the current Programs of Work within Municity 5 along with descriptions and the processes supported in each of the POW's. Programs of Work ProgramOf • Processing Permit Application • Application Review Tasks To identify,approve,track,and monitor . Tracking Application Fees changes/enhancements to all structures in the city Inspection and Re- 'Application'��to� 1''.� ' ,.r, inspection for Permitted Certificate,,, Receiving applications and processing them h to approval,generating Work and Closing of a through g pp g permits, and inspections, and issuing certificates Permit Certificate Issuance • Mobile application (Inspections) [(additional)] • Inspection and Certification of Public Assembly • Annual/Reoccurring To identify areas of public assembly and certify Inspections Periodic compliance with all city&state codes • Fire Safety Inspection Inspections. Inspections that have to be done on a scheduled basis for public safety or health On-site septic or sewer inspections • Health Inspections rs. • Identifying and Verifying Code Violation • Issuing Notice of Violation Code To identify violations, issue tickets and prescribe Enforcement reparations(fees&timeframe for compliance) Tracking Inspections for violations • Ticketing and Court Process for Outstanding Violation GENERAL COMMUNITY ENPM DEVEIO T [bill Baa SOLUTIONS 9 May 11,2021 Town of Southold, New York ' To identify,approve,track,and monitor • Processing Application changes/enhancements to all parcels in the city • Application Approval Tasks Planning and Receiving applications for planning and Zoning and Meetings Zoning related items such as variances or subdivision and Applications processing them through to approval.As well as • Tracking Application Fees tracking related meetings,tasks, escrow and bond Tracking Project Escrow and accounts • Bond Accounts • Online permit applications • Inspection requests • Review personal inspection Public Facing Portal-Citizens can apply for permits, status request inspections,grab mailing list for abutter • Review personal inspection notices and more Connect history Recommendations of appropriate programs of . Receive complaints work, integrations and any other general recommendations should be noted at this point. • Receive requests for new licenses(not renewals) • Vacancy and landlord registrations PROGRAMS OF WORK NOT INCLUDED IN THE PROJECT* *POW not included can be added at a later date via Municity Change Order form. • Identification,Verification and Notification of Vacant or Abandoned Properties To identify,track, &monitor vacant properties in Activity to Resolve Vacancy Identified on a Property the city Application,Verification and Vacancy and To identify, register, and monitor landlords in the Registration of Landlord and Landlord/Rental city Inspection for Rental "Registration To identify rental units in the city and certify Certificate Inspection and compliance with all city and state codes Certification of Rental Unit • Separate entities to track easier—allows creation of occupants,tenants, etc. • Track fees related to vacancies and rentals GENECOMMUNITY RAL DEVELOP ENT MSM SOLUTIONS 10 May 11,2021 1 y L L • Town of Southold, New York • Receiving license applications Track and manage professional contractor licensing • Issuing licenses and/or Workman's Compensation Insurance-- Licensing including renewals,validation, and applications. • Processing license renewals Management This also includes Clerk managed licensing options, • Approval reviews such as Dog/Cat, Liquor, Game of Chance,etc. • Bulk letter generation of license expirations • Fee tracking related to licensing • Work order creation and assignment Functionality to complete and track Work Orders, Assets and Work Assets,and Inspections Processing a work order Orders Tracking assets such as signs,fire hydrants, park Reporting benches, and inspections related to the assets Mobile application (additional) GENERAL MUNITY 0E EMLOP ENT LOW 1 gna SOLUTIONS 11 May 11,2021 • Town of Southold, New York STAGE 2 - MUNICITY CONNECT IMPLEMENTATION MUNICITY CONNECT: Municity Connect module makes available to the public via the Internet information relating to the parcels, permits, inspections, complaints, variances, planning projects, etc. Optionally, web users can submit applications for a new permit, lodge a complaint or request an inspection. 141 i e r - sw wu.sJiria: � _ t-5== •4,r w. , `��� � i I Ec rove 9f r_ Lo J SrtOprtl R04-_ _ FeCu lYyli - + I GPS AStF[ie! �X' 0. II ' j Geue a aerrte Request — '=3' Municity Connect—Parcel Selection Some Features of Municity Connect: • View all Parcel Information through a web browser(content determined by the municipality). • Apply for Permits On-Line.* • Upload documents. • Pay fees. • Track status of an application through the review process. • View status of permits(inspection progress). • File a complaint. • Request an inspection. • Apply for a license. • Apply for a registration. • Apply a title search. • User specific dashboard. *Note:check and credit card fees may apply. If interested in utilizing this feature, General Code will provide an additional proposal. GENERAL COMMUNITY • , ffilDEVELOPMENT SOLUTIONS 12 May 11,2021 Y � Town of Southold, New York MUNICITY CONNECT PROGRAMS OF WORK Programs of Description Processes Work Program of Work • Public application submittal � �'�� • Online Fee Payments' • Public Tracking application approval tasks Allows the Public to submit application request, Public ability to print check the status of the application, and pay fees documents ,Application to related to the application'.They can also track the Certificate status of their permit and its related Inspections Public view Inspection Status and once all work and inspections are completed apply for a certificate. • Public Apply for Certificates • Internal Dashboards to track and approve submitted applications and payments • Base Documents that can be sent to the Public Include Base Documents per Program of Work Application to Cert Documents: 1. Application Approval Letter 2. Application Denial Letter PROGRAMS OF WORK NOT INCLUDED IN THE PROJECT* *POW not included can be added at a later date via Municity Change Order form. Public can submit registration forms for Newly Vacant The public can submit Registration requests for Properties or New Rental Vacancy and new vacancy registration or register new rental Properties LandlordaRental properties.They can also complete fee payments for new and existing registrations.' For Rental Properties the -,Registration; Public can identify Tenants • Pay Fees for new Registrations or complete payments on 'Requires that the Municipality have a contract with an Integrated Payment Processor.These Contracts and any associated fees are the sole responsibility of the customer. Please contact Sales rep for most recent list of integrated processors or to request a quote to build an integration GENERAL COMMUNITY DEVELOPMENT �� soLunons 13 May 11,2021 4� I , Town of Southold, New York existing items' • Public can track the status of Tasks or Inspections related to their registrations • Internal Dashboards to track new submittals and payments • Base Documents that can be sent to the Public • Public submittal of New License Requests w The public can submit requests for new licenses, provide documentation and pay fees related to Public can print License Licensing these new requests or renewal fees once they have Documents Requests; •, been created by the municipality.'The Public can print or reprint copies of their license. Online Fee Pay' • Base Documents that can be ;r4 sent to the Public `' "f • Public Inspection Time Slot Requests • Internal ability to set timeslots based off inspection types or departments The Public can track inspections they need to Inspection complete and request time slots to schedule Internal ability to block off Requests , inspections once they are ready.The municipality particular days can then review all requests and confirm times. • Internal Dashboards and other tools to track inspection requests • Base Documents that can be sent to the Public • Public Issue Submittals • Internal Dashboards to review The Public can submit issues with descriptions and Submittals and convert them to Issue Submittals images for the Municipality to review and work Orders or Complaints for determine next steps. follow-up • Base Documents that can be sent to the Public GENERAL �� DEVELOP EM � soLurioNs 14 May 11,2021 h , b r Y s Town of Southold, New York ANNUAL SERVICE AND SUPPORT The annual service and support agreement provides the Town of Southold's with service and support on the Municity System. This includes advice for procedural questions,configuration updates, regular software updates and software fixes for problems encountered. As part of this purchase,the Town of Southold agrees to allow remote access to its desktop systems with a minimum of broadband Internet connection. High-speed Internet connectivity is preferred. Support will be provided utilizing software such as GoToMeeting or GoToAssist. Security and Compliance Municity inherits best practices of security policies, architecture and operations processes of its underlying platform,which is continuously audited, meets requirements for numerous compliance programs,and benefits from accredited certifications. Periodic Trustwave vulnerability scans ensure PCI compliance of financial platforms. All sites are certificate secured, and web traffic is protected by SSL encryption. Prevention and Detection Automated assessments improve the security and compliance of Municity applications. Servers are hardened based on recommendations from industry standard CIS security benchmarks, known vulnerabilities and exposures, runtime behavior analysis,and security best practices. Network traffic is actively monitored for security risks, immediate notifications are provided in case of suspected malicious or unauthorized behavior. Storage and Recovery Customer data is secured in a private network,and databases backed up and stored remotely in multiple regions. Data access is secured by IAM best practices. The Importance of the Customer's Involvement in successful implementation It is imperative that there be buy in from all parties involved within the project in order for it to be successful. Please review the following considerations: • Commitment from Management for Change and managing resistance • Senior Project Manager assignment from Customer—single point of contact • Supervisors' role in learning and becoming inside expert to support users • Clarity relating to desired integrations and their functionality • Access to all relevant data for incorporation early in the process • Commitment to schedules and timelines GENERAL �� DE EMDPMENT 1 � soLunoNs 15 May 11,2021 • —____ __� --_-__ __ _____ Town of Southold, New York MUNICITY IMPLEMENTATION & TRAINING PROCESS The process of implementing a new software solution within the framework of a busy, often-under- resourced local government operation is often overlooked when jurisdictions consider purchasing a software solution. Successful deployments while being completed in a few months'time often take 18 to 24 months before the new application is seen as comfortable and adopted as"the way we do it." General Code/ICC Community Development Solutions' implementation methodology follows a very specific phased approach to implementation and training that has proven to be very successful. Its success is based on a sound structure that supports the process by having clarity on what will make the implementation successful: • e , o - z ee Customer• '• Implementation- Committed • • e B • • -• • . •-• •- Support u Configure-able Software Municity 5 has been built over time based on needs and requirements that have been asked for by our customers. Essentially, it has been built based on customer direction. Part of that evolutionary development has required that it be very flexible in its design to allow that while all building and code enforcement departments issue permits, conduct inspections, manage complaints and so much more,every department we work with operates under different rules and procedures. So,the software and its construction of work processes, form types, information fields, etc. have to allow a great deal of flexibility. This should not be confused with the concept of customization. The ability to configure the software in a flexible way should not need to include new programming/development of the software to achieve the implementation. There is a separate process for software customizations that may come later but aren't done routinely as part of an implementation. Foundation for a successful implementation -Vendor experience and discipline Our discipline for implementation follows a very well-organized phased approach led by skilled project managers,technicians and trainers. The chart below illustrates the process and the discipline followed to move through the implementation as thoroughly and efficiently as possible. It is based on gaining knowledge as rapidly as possible about the way your operation works,the details around your processes and constituent interface and your data sources and structures required to build out the software solution for your organization. GENERAL DEVELOP MM UNITENT Man SOLUTIONS 16 May 11,2021 �r v • Town of Southold New York SAMPLE IMPLEMENTATION TIMELINE 1 ;�G,ther Legacy I Discovery Data,WorkbookOuts, . Reports,Project Team Training 2 Initia, Configuration Data,Legacy Le acy Initial Workbook i:7ni a rocess Data Review 3 Review Legacy Data in Municity 5 and Walk Through Initial Process Configuration r� 4 Testing and ReworkCleanup and fixes to data and processes based on feed back from previous phase,Onsite process testing Training and Go-live5 All Users complete online training,Trainer onsite,for• • • �. . Conversion and Go-Live Go-Live Support 6 .FIlowingGo Live Regularly Scheduled meetings,to review issues changes and then transferto helpdesk Additional annual service and support program details are described in Appendix B. Customer management commitment to change and time/resource commitment Leadership commitment and involvement in the implementation of a new software implementation is critical to successful implementation. Vendor's can only do so much to address resistance to change which is a natural part of the implementation process. Leadership reinforcement throughout the process is required to ensure that the decisions made to move to a new platform,while creating short-term pain will lead to longer-term productivity. Leadership also must commit to the amount of time that will be involved in migrating to the new platform. Software users must be reassured that while there will be discomfort and some disruption for them, it is a necessary part of the change process and will eventually become easier once the learning curves are surpassed. Post-implementation support A strong helpdesk setup for customer support should be a must for any software vendor. After training and go-live our customers are migrated to our helpdesk for their ongoing support. Our staff tracks all incoming calls or contacts in our CRM system and the cases are tracked through resolution of the issues. The period after go live is that time when new users and managers will be working to reinforce the new way of doing things which often-times means having access to experts who can answer questions or help make needed adjustments to the system or its output. Project Planning GENERAL `a DEVELOPMENT Mas SOLUTIONS 17 May 11,2021 Town of Southold, New York Upon conclusion of the contract negotiation the process opens with our discovery process. This involves the initial phase 1 plan and schedule. While the project plan at this early phase is created as a general outline as each phase is completed the next phase has a specific plan created based on what took place in the most recently completed phase. The project teams from both sides of the team iron out the specific plans and agreed to time frames. In each of these phases there can be tasks and/or time/resource commitments that must be agreed to by both sides. Once those items are agreed-upon then the planned phase commences. ICC Community Development Solutions builds in discount incentives for completion and/or time commitments met by the customer in most of the phases of the process. General Code/ICC Project Manager determines if customer requirements for deliverables and deadlines are met at the completion of each phase for discounts to apply. See the Authorization and Agreement section for your specific available discounts. J GENERAL COMMUNITY DEVELOPMENT i Mal um soLunoNs 18 May 11,2021 a ` Town of Southold New York INVESTMENT DETAIL & OPTIONS Prices noted for setup, configuration, training, and other services are valid for 3 months from the date of this proposal. Line Item Description First Year Annual Recurring Municity 5/Web-hosted Subscription—Phase I Annual Municity5 Site Subscription $10,398 $10,398 Annual Municity5 Mobile Subscription—5 Users $1,000 $1,000 Municity 5 Implementation (set-up,Southold Migration $33,300 Enterprise to M5 &configuration,templating, etc.) • Code Enforcement • Applications to Certificates • Periodic Inspections • Planning and Zoning Applications Municity 5 Training(Remote-1-day base Municity 5 $8,100 training,then 2 days Program of Work training, On- Site—2 days, including wrap-up and Q&A) Integrations: Laserfiche $2,000 $350 Municity Connect/Optional Public Portal—Phase II Annual Connect Subscription $2,100 $2,100 Municity Connect Implementation &Training (Remote $9,500 Training Only) [one-time set-up for building database, templates,processes, and printouts/reporting] Application to Certificate Enterprise Conversion Credit ($13,848) Total Annual Subscription Price $52,550* $13,8480 Note—does not include integrations with 3 d party applications or additional Data Migrations oAfter the first year General Code may raise the annual support contract by 3%or by the previous year's annual Cost of Living Adjustment(COLA)as calculated by the US Social Security Administration,whichever is greater. General Code will provide the Municipality with notice of any proposed increase no later than ninety(90)days prior to the anniversary date of the Contract. The absence of such notice shall be construed as General Code's intent to maintain the annual support contract at the prior years'amount. T the Village of Greenport decides to use Southold's processes and form-types, the cost of the$3,000 data migration will be charged separately, Additional time for Greenport's set up in the system of separate form types and reports will be estimated and charged to the Village of Greenport separately. GENERAL DE COMEpLOPNIENT ��� SOLUTIONS 19 May 11,2021 it r Town of Southold, New York The base Municity subscription license charges support the following: • Annual Software subscription—this is the actual cost of the software license itself and is an annual recurring expense. • Hosting—This covers the cost of providing the software in the Cloud and is an annual recurring expense. • System access—The Municity subscription pricing includes unlimited user access. There may be normal added expenses for adding users or departments to the system for set up and training but there is no additional charge for adding users (Does not include Mobile access which is user license based). • General Code/Helpdesk—General Code provides Helpdesk support to users and admin managers on a daily basis. This covers the extensive ongoing support that the customer receives while on subscription. 1. Adjustments to Performance Schedule; Delays. Adjustments to Schedule. Upon the mutual consent of the Municipality and General Code,the "Performance Schedule" may be changed or extended as provided under"Delays" below. Delays. Client must notify General Code, in writing, immediately upon learning or otherwise becoming aware, of any difficulties that may delay the delivery of services or deliverables within each Phase of the Implementation timeline.Such notification must identify the reason for the delay, as well as the anticipated period of delay.Any delay on the part of the customer that extends 10 working days beyond the target date for completion of any phase will result in a project restart and additional charges will be identified as part of a change order provided to the customer. This clause shall not apply in case of force majeure. Additionally,an incentive is applied should the Municipality meet the agreed upon deadlines as outlined in the Performance schedule. GENERAL MM `� DE E�LOP EM ,ate SOLUTIONS 20 May 11,2021 r a Town of Southold, New York AUTHORIZATION & AGREEMENT The Town of Southold, New York hereby agrees to the procedures outlined above,to General Code's Terms and Conditions which are available at http://cros.eeneralcode.com/terms-conditions, and authorizes General Code to proceed with the project. Year 2 forward:$13,848 ❑ Optional Contingency Fund for Scope Changes(20%of Services) $9,690 We recommend the Municipality consider establishing a Contingency fund to cover any unanticipated scope changes that may occur throughout the project. This will protect the project from delays as a quick email approval could keep a scope change from added delays of waiting for an approval to proceed. This fund creates a pre-approved pool of funds for changes, which will be communicated and approved via Scope Change document, highlighting changes before additional work is implemented. If the funding is not used it will be returned to the Municipality. If this option is not selected, any changes or additions to the project will be subject to the traditional Change Order process highlighted in Appendix E, where the Municipality will receive a quote for changes that will need to run through an additional approval process, delays included. PAYMENT SCHEDULE SUBSCRIPTION 100% of the First-Year subscription price shall be invoiced upon site license activation—payable within 30 days of authorization 100% of the Subsequent years' subscription price shall be invoiced at the 1-year anniversary of license activation SERVICES—SETUP,IMPLEMENTATION,TRAINING&TRAVEL($48,450) Phase 1:$2,422.5 (5%) of the total services price shall be invoiced after Phase I -Discovery completion • Customer eligible for a 5%discount$102. on this Phase if agreed-upon time/meeting commitments are met by customer and process workflows are agreed upon as part of the Phase 1 plan Phase 2: $9,690.(20%)of the total services price shall be invoiced after Phase 2-Initial Configuration. • Customer eligible for a 5%discount$408. on this Phase if agreed-upon time/meeting commitments are met by customer and process workflows are agreed upon as part of the Phase 2 plan Phase 3: $12,112.5(25%) of the total services price shall be invoiced after Phase 3—Process and Data Review • Customer eligible for a 5%discount$510. on this Phase if agreed-upon time/meeting commitments are met by customer and process workflows are agreed upon as part of the Phase 3 plan Phase 4:$9,690.(20%)of the total services price shall be invoiced after Phase 4—Process and Data Review • Customer eligible for a 5%discount$408. on this Phase if agreed-upon time/meeting commitments are met by customer and process workflows are agreed upon as part of the Phase 4 plan GENERAL NrrY �� DE EMOPMENT � soMoNs 21 May 11,2021 Town of Southold, New York Phase 5:$9,690. (15%) of the total services price shall be invoiced after Phase 5—Training and Go-live • Customer eligible for a 5%discount$408. on this Phase if agreed-upon time/meeting commitments are met by customer and process workflows are agreed upon as part of the Phase 5 plan Phase 6: $4,845. (10%)of the total services price shall be invoiced after Phase 6 20 Days after Go-live. Municity Connect:$9,500(total of the services)will be invoiced per Phases below: ➢ Phase 1- Discovery-5% ➢ Phase 2- Initial Configuration-25% ➢ Phase 3-Process and Data Review-25% ➢ Phase 4- Process Testing and Rework-25% ➢ Phase 5-Training and Go-live-20% GENERAL COMMUNITY • , DEVELOPMENT e n SOLUMS 22 May 11,2021 L r Y Town of Southold, New York General Code/ICC Project Manager determines if customer requirements for deliverables and deadlines are met at the completion of each phase for discounts to apply. Estimated Municity Base Solution(First Year Costs): $52,550 Optional Component(s), if offered and selected: + $9,690* Estimated Total Investment: $ *Contingency fund is for pre-approval of funds.These funds will not be invoiced unless they are needed and agreed upon after change order review TOWN OF SOUTHOLD, SUFFOLK COUNTY, NEW YORK By: Q't1.z In the Presence ofA(,-flA. d)`-m. juwyimh Title: TitIz-_.�2CJQ,-I-A!!l,(a -{O J.1W6-Sb Date: s Ja'1 I a� Date: (a, LAUREN M. STANDISH notary u6fic- a e of Mew York No.01 ST6164008 Qualified in Suffolk County GE AL CO®DE, CMS, LLC Commission Expires April 9, 2023 By: cel In the Presence of: w►�s Title: r!xf f ug MAW''A-1, I- Title: AAA-1 r- AAA 11L JAMES D.SHERRON Nota ry u ic, ate o ew York / No.01SH8053518 Date: �+ /p D j( Date: ag Lgoz I tau e ied in Monroe Counlf3 eemminieft Eimpifes jar.15.zo® 1. Sign the Proposal 2. Fax or email the Authorization&Agreement Section only to: ICCCDSOMaeneralcode.com a fax(585)328-8189 3. Mail the signed Proposal to General Code at: 781 Elmgrove Road•Rochester,NY 14624 Upon request General Code can sign and mail a copy of this agreement back to the Municipality for its records. GENERAL coMELOPMMUNm DEVENT SOLUTIONS 23 May 11,2021 ` r Town of Southold, New York APPENDIX A - MUNICITYTm RECOMMENDED MINIMUM SPECIFICATIONS Workstations: Processor Intel i3 2.7ghz or better Operating System Windows 7,8, 8.1, 10(32 or 64 bit) Optimal Browser Chrome v.59+ Hard Drives 5 GB of free disk space for software an temporary files RAM Minimum 8 GB Monitor Minimum 17" monitor recommended for optimal viewing Internet Access Program is web-based. Support is handled online. Internet access and ability to access via GoToAssist required on all workstations. Mobile Device(if applicable): General Android, iOS,Windows enabled device Mobile can be used in offline mode Camera recommended for taking photos in the field Recommended 8 inch screen Network Recommendations: General There is a confirmed interference with some antiviruses that check every network call before allowing it to be sent through the browser. White-list all of the Municity domains in your firewalls/router/antivirus. *.Municity5.com/* *.MunicityMedia.com/* *.MunicityReports.com/* Remote Access: The client agrees to allow remote access to its desktop systems with a minimum of broadband Internet connection. High-speed Internet connectivity is preferred. Support will be provided utilizing software such as GoToMeeting, GoToAssist or WebEx. GENERAL COMMUNITY DEVELOPMENT 1 SOLUTIONS 24 May 11,2021 r Town of Southold, New York APPENDIX B - GENERAL MUNICITY SERVICE LEVEL AGREEMENT Municity Support is renewable on an annual basis and was created to deliver critical program updates and provide ongoing technical support for your Municity System. With Municity Support you will always be confident that you are receiving the very best performance and quality possible.)Technical support also covers basic updates to Entity Types,templates,fee calculations, reports, printouts as well as creation of new user accounts. CONTACTING GENERAL CODES SUPPORT TEAM • Call our toll-free number(855-436-5500) • email at municitysupport@generalcode.com SERVICE LEVEL AGREEMENT • Technical support requests not immediately addressed will be acknowledged within 8 business hours with the majority of response times within 2 hours • General Codes Help Desk Technician may need to remotely access your system to diagnose an issue. o In these situations,General Code will use RescueAssist,WebEx,or your remote service tool, to create a remote connection with you so they can observe and diagnose an issue • Technical Support is provided between the hours of 8:00 AM -5:00 PM EST, Monday through Friday • In situations that require additional research or work by the technician,we will let you know what still needs to be done, along with a timeframe for getting back to you • Every Issue reported to the General Code Help Desk will have a Case Number Assigned for your reference INCLUDED WITH MUNICITY SUPPORT • Simple Updates/Additions to Entity types and Templates o Entity types are items such as Permit Types, Fee Types License types etc. o Templates are configured mappings of items such as fees, inspections and task to parent items such as Permits and Licenses • Simple Updates/Additions to Printouts • Creation of Simple New Reports • Creation of New User Accounts • Creation of New Groups and Fields on Entities • Remote troubleshooting and repair to the extent of our ability of any errors generated by Municity • Remote troubleshooting and repair to the extent of our ability any Municity technical issues • Escalation to Municity Engineers for any software issue that we cannot immediately resolve • Access to all major and minor updates provided by Municity per the request of the customer • Assistance in activating/configuring minor software updates provide by Municity • Access to TIPS and FAQs on the General Code website • User group meetings and webinars • Access to Municity's knowledgebase • Answers to Basic Procedural questions • Automatic Scheduled Bulk updates to parcel data GENERAL �� DE E'LDPMENT 1 an soLunoNs 25 May 11,2021 Town of Southold, New York o Customer must be using a software that Municity has currently integrated with, please contact your sales rep for the most updated list o Customer must own their Assessment data or have arranged access to the data with the entity that does have ownership • Periodic Bulk Updates to Parcel o If not using an integrated software customer must send the data to the General Code Helpdesk when changes are needed ■ Data needs to be sent in either excel format or some other text delimited format ■ Data should be sent in the same format each time • Ordinance code updates at the customer's request o If Ordinance Codes are not available through General Code's eCode Product they must be provided in a text delimited or excel file o The file must separate the Code Number,Short Description and Long description EXCLUDED FROM MUNICITY SUPPORT • New user or refresher training(on-site or remote) • Training related new features/modules released as part of a software updates • Data Conversions from Third Party Systems • Addition of custom features or functionality to the software • Support or troubleshooting of third-party software • Faults or problems caused by unauthorized access to configuration information or changes to components by the user or a third party. • Problems or faults caused by use of the product outside its normal operating conditions. • Support of Customer Hardware/Infrastructure that is used-in conjuncture with Municity • Creation of Complex New Reports o General Code will be responsible for determining if a request is Major or Minor based on the number of hours required to make the requested change o Complex reports refers to but is not limited to Reports that require unique data formatting, process changes, pulling data from multiple child objects, and multiple data groupings o Reports that require development changes in-order to create • Complex Updates/Additions to Entity Types/Templates or'Processes o This refers to significant new or updated changes of Entity Types/Templates. o General Code will be responsible for determining if a request is Major or Minor based on the number of hours required to make the requested change o This includes any requests that require development changes in order to enact • Complex Updates/Additions to Printouts o This refers to significant new or updated changes of Print Outs o General Code will be responsible for determining if a request is Major or Minor based on the number of hours required to make the requested change o This includes any requests that require development changes in order to enact • Assistance in activating/configuring complex updates provide by Municity o This refers to major updates such as entirely new functionality/modules released by Municity Developers GENERAL �� DE COMEhLOP UNITENT UM SOL nONS 26 May 11,2021 Town of Southold, New York o General Code and Municity developers will be responsible for determining if an update is complex or simple based on the number of hours required to activate and configure the update • If you have questions regarding whether a change is complex or simple please contact our Municity Support • Automatic Ordinance codes updates unless a separate integration is purchased Method of Support: General Code provides its Help Desk support remotely via the internet utilizing web browser tools such as GoToAssist.The customer agrees to provide remote internet access to their client workstation(s) as needed. Broadband internet connectivity at the customer site is preferred, but a minimum of a 56kb modem is required. Customer's Obligation: In order to participate in the Municity Support program,the Customer is required: • To issue a purchase order for or complete payment on an invoice for the annual Municity Support. • To have Internet access on all workstations where the Municity client is installed and be willing to allow our Support Technicians remote access to the Customer's Municity system via GoToAssist or other acceptable remote access tool. • To designate an IT contact and to provide the name, phone number and e-mail address. • To describe technical issues completely in order to provide General Code's Help Desk staff sufficient information to be able to diagnose and reproduce the problem, including any identified error codes. • To have our preferred browser installed GENERAL COMMUNITY DEVELOPMENT S SOLUTIONS 27 May 11,2021 Town of Southold, New York APPENDIX C - MUNICITY TRAINING EXAMPLE SAMPLE TRAINING TIMELINE *training timeline&course curriculum subject to change dependent on the scoped project, what is provided is a sample to provide an idea of potential training schedule&content SESS9oN START Topics AUDIENCE CONFERENCE BOOM TIME 9am Intro to Municity All Municity Users 10am Licenses,Contacts and Users who need to interact with DAY 1 Occupants Licenses, Contacts or Occupants Break fpm Application Process Users who need to interact with Planning and Zoning Applications 9am Code Enforcement Users who need to interact with Process the Code Enforcement Process DAY 2 Break fpm Application to Certificate User who need to interact with Process Building Applications 9am Periodic Inspections and Inspectors and users needing to Mobile schedule inspections DAY 3 Break fpm Reporting, Dashboards Super Users interested in learning and Console more about these items Day 4-Live with MunlIcity S Support for Day 3 and 4 The Technical Trainer and Project Manager will be available all day via GoToMeeting to support the Municipality.At any point municipal team members can join in the meeting to connect with support.Call in information will be provided closer to go-live. Additional Support Time (Depending on Modules Selected & Departments Involved) Post training/Following Week—daily check-in calls at 8:30 COURSE DESCRIPTIONS BELOW GENERAL NITY �J1W DEVCOMELOPMENT 1 soLunoNs 28 May 11,2021 4 ` Town of Southold, New York SAMPLE COURSE: INTRODUCTION TO MUNICITY DESCRIPTION: This initial class is meant to introduce Users to Municity navigation features and to briefly review the available functions within Municity. EXPECTATIONS AND GOALS: After this course, Users will have a basic understanding of what Municity is capable of and the functionality they can expect with their current configuration. COURSE FORMAT: This course may be taught to up to 15 individuals in a classroom format. Conference room with projector or large screen monitor required. DETAILED COURSE OUTLINE: • Review Logging into Municity and Brief Review of Left Task Bar Functions o GIS o Contacts o Calendar o Dashboard o Word Reports o Console o Reminders o Templates • Using the Searching Screen • Parcel Window overview o Overview Screen, Groups and Fields o Contacts o Child Items—Brief review of each item o Breadcrumbs o Media o Subscriptions • Brief Review of Advance Searches within the Console GENERAL UNITY DEVELDPMENT S SOLUTIONS 29 May 11,2021 v s- __��_ _ Town of Southold, New York SAMPLE MODULE COURSE:APPLICATION TO CERTIFICATE PROCESS DESCRIPTION: This training session will walk Users through the permitting process from receiving an application to the issuance of a certificate. EXPECTATIONS AND GOALS: After this course, Users will have a basic understanding of how to create and process new applications/permits and their necessary related items such as fees, inspections, review tasks and certificates. During the class, the trainer will also review how to search for legacy permits and continue to process any open permits that have been brought over from your legacy system. COURSE FORMAT: This course may be taught to up to 10 individuals in a classroom format. Conference room with projector or large screen monitor required. DETAILED COURSE OUTLINE: • Adding an Application/Permit to a Parcel o Using Application/Permit Wizard o Fee,task and inspection templates o Adding additional fees,task and inspection from within the wizard • Adding/Changing Data in the Application/Permit after it is created o Overview screen fields o Child items o Media • Completing payments and issuing permits • Scheduling Inspections o Completing inspections will be covered in more detail during the inspection training • Grouping Permits(if applicable) • Completing a Permit and issuing a certificate • Issuing a permit to a person/company as opposed to a parcel • Moving permit data from one parent item to another • Voiding or Deleting an application/permit and its child items • Using the console for advance permit searches GENERAL 'V� DEE OPMENT 1 „` SOLUTIONS 30 May 11,2021 Town of Southold, New York APPENDIX D - REFERENCES AND TEAM INFORMATION CUSTOMER • • • Customer Information • Company/Organization Name City of Schenectady • Company Address 105 Jay Street,Schenectady, NY 12305 • Contact Name and Position Lisa Adamyk, Principal Audit Clerk • Phone Number 518-382-5199,x5357 • Email Address LAdamyk@schenectadyny.�ov • Contact Name and Position John Coluccio,Signal Superintendent • Phone Number 518-382-5065 • Email Address JColuccio@schenectadyny.eov • Website Address(if available) http://www.cityofschenectadLcom Demographic Information • Company/Organization Size 80 Users • Solutions/Systems Installed, Installation Municity 5 Timeframe and Sequence • Dates(s)Solution/System Installed 2019 Customer Information CUSTOMER REFERENCE INFORMATION • Company/Organization Name City of Greenfield • Contact Name and Position Mark Snow, Fire/Building/Zoning Inspector &Code Officer • Company Address 14 Court Square,Greenfield, MA 01301 • Phone Number 413-772-1404 • Email Address mark.snow@greenfield-ma.gov • Website Address(if available) https://greenfield-ma.govL • Company/Organization Size 33 users • Solutions/Systems Installed, Implementation Municity 5, Mobile inspectors, Municity Timeframe and Sequence Connect • Dates(s)Solution/System Installed 2019 GENERAL \\ coMrnuem 1-` DEVELOPMENT pan SOLUTIONS 31 May 11,2021 /�� r! y � 4Y• � u 6 Town of Southold, New York CUSTOMER • • • Customer Information • Company/Organization Name City of Auburn • Contact Name and Position Jennifer Haines, Director Planning& Economic Development • Company Address Memorial Cty Hall,24 South St,Auburn, NY 13021 • Phone Number 315-255-4146 • Email Address jhaines@auburnny.gov • Website Address(if available) https://www.auburnny.govZ • Company/Organization Size 35 users • Solutions/Systems Installed, Implementation Municity 5, Mobile, Municity Connect Timeframe and Sequence • Dates(s)Solution/System Installed 2019 CUSTOMER • ' • Customer Information • Company/Organization Name Borough of Emmaus • Contact Name and Position Jessica Wessner, Building Department • Company Address 28 South Fourth Street, Emmaus, PA 18049 • Phone Number 610-965-9292 • Email Address jwessner@borough.emmaus.pa.us • Website Address(if available) https:/://www.borough.emmaus.ga.usZ • Company/Organization Size 10 users • Solutions/Systems Installed, Implementation Municity 5 Timeframe and Sequence • Dates(s)Solution/System Installed 2019 GENERAL COMMUNITY DEVELOPMENT 1 soLunoNs 32 May 11,2021 Town-of-Southold, New York APPENDIX E - SAMPLE CHANGE ORDER If the Municipality does not elect to utilize the Contingency fund option,any scope changes discovered through the project will be handled through a Change Order approval process—which may potentially affect the project schedule. Below is a sample Change Order. GENERAL COMMUNITY 781 Elmgrove Road, Rochester,New York 14624 al DEVELOPMENT (800)836-8834 • (585)328-1810 ■■� SOLUTIONS FAX(585)328-8189 MUNICITYTM CHANGE ORDER #XXXXX 02042021 ADDITIONAL PRODUCT OR SERVICES` This Change Order is subject to General Code's Content Management Solutions.Terms and Conditions,which are available at http://cros.generalcode.com/terms-conditions and,areincorporated'heeein by reference,and the client authorizes General Code to proceed with the project. . ` Client Name: Customer Name Contact Person: Customer name Address: Customer Address Account Executive: GC Name Customer Address Date: r January 26th,2021 Municity 5 Additional Programs of Work or Change in Scope POW Implementation (set-up-, configuration,''ternplating, project management, printout/report development„etc:)-. ” ➢ Vacancy and Landlord/Rental Registrations, $TBD Total One-time Price '-, $TBD Total Annual Subscription Price v $TBD � r Timeline: This service will be provided within the implementation phases of the main Municity 5 project. Payment Terms: 100%;of development services will be invoiced upon deployment. Price Validity: Price is valid for 60 days from 2/4/2021. (Client please fill out) Invoice for this Change Order to be sent to: Department: Contact Name: (Please See Following Page for Scope Change description and Signature) GENERAL `EDE EMOPMENT ,�� S0LUT10NS 33 May 11,2021 u i Town of Southold, New York DESCRIPTIONS OF PROGRAMS OF WORK OR SCOPE CHANGE INCLUDED IN THIS CHANGE ORDER: Programs of Description Detail Work i Scope Change#1 ' Scope Change#2 f' The prices and specifications in this Change Order are'satisfactoN,,and'are'hereby accepted. All work is to be performed under the same terms and conditions as specified inAhe original contract unless otherwise specified. MUNICIPALITY NAME, MUNICIPALITY COUNTY,,.MUNICIPALITY STATE Signature Date NameTitle .4 I I _ P � , 4 ' GENERAL COMMUNITY ManDEVELOPMENT SOLUTIONS 34 May 11,2021 v Town of Southold, New York ABOUT GENERAL CODE Serving the needs of local government for over 55 years, General Code, LLC has provided a variety of products and services to more than 3,000 clients throughout the United States, including the MunicityTM Integrated Parcel Management Suite. Our staff has developed, implemented and maintained many projects for various local governments, ranging from small towns and villages to major cities and counties. On November 16,2017 it was announced that General Code, LLC became a wholly-owned subsidiary of the International Code Council (ICC). The decision to bring these complementary organizations together was based on the desire to deliver a broader set of digital solutions for ICC members. "This acquisition of General Code will provide a perfect complement to our product and service portfolio," said Code Council Chief Executive Officer Dominic Sims, CBO. "We are strategically aligned with similar missions and goals,focused on safety and serving our members and customers." TEAM STRUCTURE General Code will provide a Project Manager as a single point of contact for the Municity project. This will ensure consistency across the projects, and direct access for question resolution, project status updates, change order requests and issue escalation. In addition, General Code will assign various specialists across the duration of the project based on expertise needed and schedule. During Consultation and Project Planning, the General Code team will discuss process needs, system requirements, make technical recommendations and answer questions. Finally, the Project Manager will work with the Municipality Project Manager and Team to set schedules, identify users and security and set a tentative timeline for the Implementation. Training of IT staff and End-Users will be performed by General Code's Installer/Trainer(s). These individuals will work with groups of end-users to train them on various aspects of the Municity system. GENERAL ffi DEVELOPMENT MMsDLunoes 35 May 11,2021