TR-2011-38 CPA PURCHASE OF LASERFICHE - - - � �
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TR-2011-38
A RESOLUTION AUTHORIZING THE COMMUNITY PRESERVATION COMMITTEE TO SPEND
$7,612 FOR THE PURCHASE AND INSTALLATION OF A LASERFICHE SOFTWARE UPGRDE TO
FURTHER UPDATE THE TOWN CLERK'S HISTORICAL RECORDS UNDER THE HISTORIC
PRESERVATION SECTION OF THE COMMUNITY PRESERVATION ACT
(Sponsored By: Councilor George Bitzas)
V*rHEREAS,the voters of Agawam chose to form a Community Preservation Committee, and
WHEREAS, one of the Committee's functions, as provided by the Community Preservation Act, is
related, to the preservation,rehabilitation, and restoration of historic resources; and
WHEREAS, public records of the Town of Agawam are historical documents worthy of preservation, and
WHEREAS, a means of preservation by computer software is a desirable method of preservation, and
WHEREAS, this expenditure would preserve these records,
NOW THEREFORE,BE IT RESOLVED BY THE AGAWAM CITY COUNCIL that the Community
Preservation Committee be authorized to expend up to$7, 612.00 from the Historic Resources fund for the
purchase, installation and staff training of the LaserFiche Software Upgrade in accordance with C7)
Massachusetts General Law 44B, Section 2. CS
ay o
Dated this d f 2011.
PER ORDER OF THE AGAWAM CITY COUNCIL n
TD W
Donald M. Rhea It, President, Agawam City Council
AP ROVED A 0 FORM AND LEGALITY
Vihcent dio—scia, City Solicitor
MAYORAL ACTION
Received this day of 2011 from Council Clerk.
Signed by Council President this dayof
APPROVAL OF LEGISLATION
By the powers vested in me pursuant to Article 3, Section 3-6 of the Aga harter, as
ded, I hereby approve the passage of the above legislation on this day of
' 2011.
Richa�d A. Cohen, Mayor
DISAPPROVAL OF LEGISLATION
By the powers vested in me pursuant to Article 3, Section 3-6 of the Agawam Charter, as
amended, I hereby veto the passage of the above legislation on this day of
2011 for the following reason(s):
Richard A. Cohen, Mayor
RETURN OF LEGISLATION TO COUNCIL CLERK
Returned to Council Clerk this C21 day of 2 011.
E
Town of Agawam
Interoffice Memorandum
To: Councilor George Bitzas
CC:
From: Jeffrey Hulbert ZItz
Date: 6/1/11
Subject: Upgrade of Clerks office Laserfiche Software
Councilor Bitzas,
Per our conversation dated 6/1/2011, 1 am aftaching the memo I sent to the CPA
commiftee chairman justifing the upgrade of the Clerks Office Laserfiche document
imaging software.
Should you have any further questions regarding the upgrade of this software please
contact me.
Regards,
FROm THE DESK OF...
JEFFREY HULBERT
IT DIRECTOR
TOWN OF AGAWAM
36 MAIN ST
AGAWAM,MA 0 1001
jhuIbert@agawam.ma.us
413-786-0400 X 263
Fax:413-786-9927
Town of Agawam Interoffice Memorandum
To: Henry Kowloski
CC: Richard Theroux
From: Jeffrey hulbert
Date: 6/1/11
Subject: Clerks Office Vital Records and Laser Fiche upgrade justification
The first phase of the Town's project to preserve the community's historical documents
was completed in 2009 utilizing Agawam's Community Preservation Act funds. That
project, which included the purchase of Laserfiche Document Management software
and the scanning and indexing of thousands of vital records, has enabled the Clerk's
office to rapidly store and retrieve information, provide a higher level of customer
service and help to preserve the original documents—which is of the utmost
importance.
The second phase of the project will enablethe Town to continue to preserve the
Town's history by adding more historical information into the Laserfiche Document
Management system in the Clerk's office and by enhancing the software used to
manage the information. An upgrade to the Laserfiche Avante and V8 will enable
additional staff in the Clerk's office to use the software and will provide everyone with
the ability to improve their business processes which will create even greater
efficiencies for the staff.
The upgrade to Avante and V8 will provide the Town with additional named user
licenses for the staff, automated workflow, enhanced search capabilities, annotation
improvements, an easier to use and more functional scanning interface, better security
including secured encryption of emails, and an improved Administrative Console. As
well the upgrade includes on site installation as well as in depth training for the Clerk's
staff—which is essential.
The Town of Agawam's Community Preservation Committee recognized the need to
move forward with a project to digitize their records in 2009 so they were no longer at
risk for loss or damage. Continued funding will ensure that the work to preserve the
community's history will be ongoing. Upgrading the current version of Laserfiche will
protect the original investment, assure retention of historical records and provide nearly
instant accessibility to information for current and future access.
Upgrading the Town's current Laserfiche system is a required element of the project
and the results will ensure the preservation and conservation of permanent records. As
the CPA knows--- archiving creates the basis for documenting Agawam's history for the
future. Only by continuing to enhance the tools needed can this most important work
continue.
FRom THE DESK OF...
JEFFREY HULBERT
IT DIRECTOR
TOWN OF AGAWAM
36 MAIN ST
AGAWAM,MA 0100 1
jhuJbert@a9awam.ma.us
413-786-0400 X 263
Fax:413-786-9927
TR-2011-38
A RESOLUTION AUTHORIZINC THE COMMUNITY PRESERVATION COMMITTEE TO SPEND
$7,612 FOR THE PURCHASE AND INSTALLATION OF A LASERFICHE SOFTWARE UPGRDE TO
FURTHER UPDATE THE TOWN CLERK'S HISTORICAL RECORDS UNDER THE HISTORIC
PRESERVATION SECTION OF THE COMMUNITY PRESERVATION ACT
(Sponsored By-. Councilor George Bitzas)
WHEREAS,the voters of Agawam chose to form a Community Preservation Committee,and
WHEREAS, one of the Committee's functions, as provided by the Community Preservation Act, is
related, to the preservation, rehabilitation,and restoration of historic resources; and
WHEREAS, public records of the Town of Agawam are historical documents worthy of preservation, and
WHEREAS, a means of preservation by computer software is a desirable method of preservation,and
WHEREAS, this expenditure would preserve these records,
NOW THEREFORE,BE IT RESOLVED BY THE AGAWAM CITY COUNCIL that the Community
Preservation Committee be authorized to expend up to$7, 612.00 from the Historic Resources fund for the
purchase, installation and staff training of the LaserFiche Software Upgrade in accordance with
Massachusetts General Law 44B, Section 2.
Dated this day of ---,2011.
PER ORDER OF THE AGAWAM CITY COUNCIL
r,
Donald M. Rhea It, President, Agawam City Council
on adea s,,d not' A ga
a I M' It' Pre e
AP ROVED A 0 FORM AND LEGALITY
I v
Vi6ent io—scia, City Solicitor
N.)
'Zt�b
cl�
.1
Town of Agawam
Interoffice Memorandum
To: Councilor George Bitzas
CC:
From: Jeffrey Hulbert zjtz
Date: 6/1/11
Subject: Upgrade of Clerks office Laserfiche Software
Councilor Bitzas,
Per our conversation dated 6/1/2011, 1 am attaching the memo I sent to the CPA
committee chairman justifing the upgrade of the Clerks Office Laserfiche document
imaging software.
Should you have any further questions regarding the upgrade of this software please
contact me.
Regards,
FRom THE DESK OF...
JEFFREY HULBERT
IT DIRECTOR
TOWN OF AGAWAM
36 MAIN ST
AGAWAM,MA 0 1001
jhulbert@agawam.ma.us
413-786-0400 X 263
Fax:413-786-9927
Town of Agawam Interoffice Memorandum
To- Henry Kowloski
CC: Richard Theroux
From: Jeffrey hulbert
Date: 6/1/11
Subject: Clerks Office Vital Records and Laser Fiche upgrade justification
The first phase of the Town's project to preserve the community's historical documents
was completed in 2009 utilizing Agawam's Community Preservation Act funds. That
project, which included the purchase of Laserfiche Document Management software
and the scanning and indexing of thousands of vital records, has enabled the Clerk's
office to rapidly store and retrieve information, provide a higher level of customer
service and help to preserve the original documents—which is of the utmost
importance,
The second phase of the project will enable the Town to continue to preserve the
Town's history by adding more historical information into the Laserfiche Document
Management system in the Clerk's office and by enhancing the software used to
manage the information. An upgrade to the Laserfiche Avante and V8 will enable
additional staff in the Clerk's office to use the software and will provide everyone with
the ability to improve their business processes which will create even greater
efficiencies for the staff.
The upgrade to Avante and V8 will provide the Town With additional named user
licenses for the staff, automated workflow, enhanced search capabilities, annotation
improvements, an easier to use and more functional scanning interface, better security
including secured encryption of emails, and an improved Administrative Console. As
well the upgrade includes on site installation as well as in depth training for the Clerk's
staff—which is essential.
The Town of Agawam's Community Preservation Committee recognized the need to
move forward with a project to digitize their records in 2009 so they were no longer at
risk for loss or damage. Continued funding will ensure that the work to preserve the
community's history will be ongoing. Upgrading the current version of Laserfiche will
protect the original investment, assure retention of historical records and provide nearly
instant accessibility to information for current and future access.
Upgrading the Town's current Laserfiche system is a required element of the project
and the results will ensure the preservation and conservation of permanent records, As
the CPA knows--- archiving creates the basis for documenting Agawam's history for the
future. Only by continuing to enhance the tools needed can this most important work
continue.
FROm THE DESK OF...
JEFFREY HULBERT
IT DIRECTOR
TOWN OF AGAWAM
36 MAIN ST
AGAWAM,MA 01001
jhu1bert@agawam.ma.us
413-786-0400 X 263
Fax:413-786-9927
TED Town of Agawam
Interoffice Memorandum
Dawn May 31, 2011
C�
To: Vincent Gioscia, City Solicitor
Cc: Barbara Bard, Cheryl St. John,Jeffrey Hulbert
Ron: Jennifer Bonfiglio M
;1=
RE- CPA Application > :rx
?>C:)
Cr
Enclosed is an application from Jeffrey Hulbert for a Laser Fiche software upgrade in the
Town Clerks office. This application was recent.ly approved by the Community Preservation
Committee and will be recommended to the City Council for approval. The CPA committee
has recommended a $7,612 appropriation which will be funded through the CPA Historic
Fund.
A resolution will be needed so that this may be included in the packages and placed on the
next Council agenda.
Please let me know if you have any questions or need any additional information
Thanks You, Jennifer
Do not write in this space - For CPA use only
—Open space Historic preservation —Affordable housing _Other(Recreation)
-4 N,
TOWNOFAGAWAM
COMMUNITY PRESERVATION COMMITTEE
APPLICATION FOR FUNDING
NAME OF APPLICANT Jeffrey Hulbert TITLE IT Director
SPONSORING ORGANIZATION Town of Agawam
MAILING ADDRESS 36 Main St CITY Agawam STATE MA ZIp01001
U5
DAY TEME PIIONE 413-786-0400 EVENING PHONE 413-786-0400 EIMAIL11L ff*wm-l�r
PROJI,CT NAW Clerks Office Laseffiche Upgrade to Laserfiche Avante version 8
PROJECT MANAGER Jeffrey Hulbert —PHONE 413-786-0400
ADDRESS 36 Main S
Check the appropriate CPA category/categories below for your proposal: (MGL CH. 44B)
Open space x Historic preservation Affordable housing _Other (Recreation)
If Multiple year project,specify amount requested for each year in the table below.
CPA Funding Requested Other Fundin g Sources
'Sources #1 Sources#2
Is' Year S7,612 Is'Year S 1st Year S
2'4 Year $ 2,d year S 2'd Year S
3rd Year S 3'd Year $ 3 rd Year S
CPA Total S Source#1 Total S Source#2 Total S
Total Cost of Project S 7.612
I have read the entire application and agree to the terms outlined,
SIGNATURE DATE
Page 3 of 5
Town of Agawam Interoffice Memorandum
To� Henry Kowloski
CC: Richard Theroux
From: Jeffrey hulbert
Date- 3/22/11
Subject: Clerks Office Vital Records and Laser Fiche upgrade justification
The first phase of the Town's project to preserve the community's historical documents
was completed in 2009 utilizing Agawam's Community Preservation Act funds. That
project, which included the purchase of Laserfiche Document Management software
and the scanning and indexing of thousands of vital records, has enabled the Clerk's
office to rapidly store and retrieve information, provide a higher level of customer
service and help to preserve the original documents—which is of the utmost
importance,
The second phase of the project will enable the Town to continue to preserve the
Town's history by adding more historical information into the Laserfiche Document
Management system in the Clerk's office and by enhancing the software used to
manage the information. An upgrade to the Laserfiche Avante and V8 will enable
additional staff in the Clerk's office to use the software and will provide everyone with
the ability to improve their business processes which will create even greater
efficiencies for the staff.
The upgrade to Avante and V8 will provide the Town with additional named user
licenses for the staff, automated workflow, enhanced search capabilities, annotation
improvements, an easier to use and more functional scanning interface, b6tter security
including secured encryption of emails, and an improved Administrative Console. As
well the upgrade includes on site installation as well as in depth training for the Clerk's
staff—which is essential.
The Town of Agawam's Community Preservation Committee recognized the need to
move forward with a project to digitize their records in 2009 so they were no longer at
risk for loss or damage. Continued funding will ensure that the work to preserve the
community's history will be ongoing. Upgrading the current version of Laserfiche will
protect the original investment, assure retention of historical records and provide nearly
instant accessibility to information for current and future access.
Upgrading the Town's current Laserfiche system is a required element of the project
and the results will ensure the preservation and conservation of permanent records. As
the CPA knows— archiving creates the basis for documenting Agawam's history for the
future. Only by continuing to enhance the tools needed can this most important work
continue,
FROM THE DESK OF...
JEFFREY HULBERT
IT DIRECTOR
TOWN OF AGAWAM
36 MAIN ST
AGAWAM,MAO 100 1
1htJberf(c)ac;3w;3m.maj
>AYSWER A_LL OF THE FOLLOWING QuESTIONS
>PLEASE WRITE "NIA"IF NOT APPLICABLE
>INCLUDE SUPPORTING MATERLALS AS NECESSARY
TIMELINE: What is the schedule for project implementation?
Starting date May 1, 2011
50% completion date May 2, 2011
Completion date May 3, 2011
GOA-LS: What are the goals of the proposed project?
1, Upgrade existing Laserfiche installtion to Laserfiche Avante version 8
2.Train users on new software.
PLAN: What is the plan? Include a one-page thumbnail of your proposal.
Day 1 Install/upgrade server and client software.
Train existing users highlighting differences in between current version and version 8
Day 2 Full day of training for new users
Day 3 Full day of tra�ning for new users
COMMUNITY NEED: How will this project help to preserve and/or improve the character of
Agawam? How will it benefit the town?
Please refer to attached memo
COMMUNITY SUPPORT: What is the nature and level of support for this project?
Include letters of support.
SUCCESS FACTOR: How will the success of this project be measured? Be as specific as possible.
Successful installation of upgrade and training of staff. Page 4 of 5
Please provide the following additional information, as applicable.
DOCUMENTATION: Applicant has evidence of site control, such as Purchase and Sale
Agreement or deed.
NA
EVIDENCE: Project does not violate any zoning ordinance of the Town of Agawam.
NA
IDENTIFICATION: Identify known hazardous ma.terials and plans for remediation.
Identify wetlands on the site.
NA
EVIDENCE: Provide evidence that professional standards and state code be followed if construction,
restoration or rehabilitation is proposed.
NA
Page 5 of 5