OVERVIEW AND APPROACH Clause Samples

OVERVIEW AND APPROACH. SSA currently images approximately 1,636,367 pages per month (estimated volumes do not imply a guarantee). Case conversion, the approximate number of pages to be imaged per month will be 1,922,199 (estimated volumes do not imply a guarantee).

OVERVIEW AND APPROACH. Contractor shall provide all labor, materials, tools, and equipment required for Scanning, Indexing, Redaction and Imaging Services for all County Departments requesting Services under this Contract. Services shall be provided on an as-needed basis per Department requirements pursuant to a subordinate contract. Services shall be in accordance with standards set by the American National Standards Institute (ANSI) and Association for Information and Image Management (AIIM) and Government Code section 26205.1. A. Archiving of document images and metadata onto permanent storage media B. Compliance with Department-specific requirements for document handling and confidentiality C. Conversion of CD-ROM images and data for use in County document system D. Copying and/or printing of microfilm/microfiche records E. Delivery of document scan and index files in a format compatible with and usable by Department- specific document management applications F. Electronic form design and implementation G. Indexing of image files H. Inventorying and preparation for scanning of boxed documents provided to Contractor by County I. Optical Character Recognition (OCR) services J. Onsite scanning as required

OVERVIEW AND APPROACH. Contractor shall itemize those services which are further required in the servicing of the account but are not noted in the aforementioned paragraphs as requirements and will entitle this section as

OVERVIEW AND APPROACH. IBM is pleased to present this Statement of Work (“SOW”) for assistance services for up to 30 days.

OVERVIEW AND APPROACH. SSA currently images approximately 1,636,367 pages per month (estimated volumes do not imply a guarantee). Case conversion, the approximate number of pages to be imaged per month will be 1,922,199 (estimated volumes do not imply a guarantee). A. The Contractor will be responsible for: 1. Opening, sorting, date stamping documents with date received (per SSA Program mandates), recording receipt in SSA eligibility systems, generating barcodes in internal departmental systems and prepping incoming beneficiary mail. 2. Scanning, indexing, and committing incoming beneficiary mail, Intake/Initial Ongoing Services case records and other county designated documents immediately or no later than twenty-four (24) hours from date of receipt by the Contractor. 3. Completion of quality assurance (QA) reviews for designated case records/documents. 4. Converting FSS Division’s active ▇▇▇▇▇▇ Care (FC) Adult Services and Assistance Programs Division’s closed In-Home Supportive Services (IHSS) and Adult Protective Services (APS) paper case files and IHSS Provider timesheets into digital images for import into OnBase during the 2014 contract year. 5. Converting ASAP Division’s active In-Home Supportive Services (IHSS) Children and Family Services (CFS) closed paper case files into digital images for import into OnBase during the 2014 contract year. 6. Converting SSA closed files for all SSA administered programs into digital images for import into OnBase, which includes case file preparation and generating barcodes in internal departmental systems The ASAP and FSS Divisions currently image approximately 1,339,964 pages per month (estimated volumes do not imply a guarantee). Post FC and IHSS case conversion, the approximate number of pages to be imaged per month will be 1,922,199 (estimated volumes do not imply a guarantee).

OVERVIEW AND APPROACH. SSA currently images approximately 1,500,000 pages per month (estimated volumes do not imply a guarantee). Case conversion, the approximate number of pages to be imaged per month will be 1,922,199 (estimated volumes do not imply a guarantee). A. The Contractor will be responsible for: 1. Opening, sorting, date stamping documents with date received (per SSA Program mandates), recording receipt in SSA eligibility systems, generating barcodes in internal departmental systems and prepping incoming beneficiary mail. 2. Scanning, indexing, and committing incoming beneficiary mail, Intake/Ongoing Services case records and other County designated documents immediately or no later than twenty-four (24) hours from date of receipt by the Contractor. 3. Completion of quality assurance (QA) reviews for designated case records/documents.

OVERVIEW AND APPROACH a. Proposers must include in this section their understanding of managing a municipal liability claims program. b. Proposers must include their approach to providing efficient and effective third party claims administration services. Include your proposed administrative procedures, areas of responsibility, and service delivery time frame. Additionally, identify the proposed staffing and describe the transition plan and implementation of the contract. c. Proposers must reference all corresponding itemized numbers as listed in the Scope of Services and must note any services not provided by the proposing entity. Proposers must also list any resources, assistance from the City, or other items expected to be provided by the City. d. Proposers must itemize those services which are further required in the servicing of the contract but that are not noted in the aforementioned paragraphs as requirements and will entitle this section as Additional Services. e. Proposers must submit samples of standard monthly reports and samples of specialized reports available to the City. Please specify which reports are to be included at no additional cost and which reports are available at an additional cost. Please specify cost for each report. If reports are available on disk, please list the available formats, and any additional costs.