VirtualDoxx
RFP 11-500193
Bar Code/Radio Frequency Identification (RFID) Tracking Project
for
Offices of the Marshall and the Clerk of the State Court
in
DeKalb County, Georgia
1 - Technical Approach
Implement customized, enterprise class database management software configured to DeKalb County requirements, as set forth in RFP 11-500193, to streamline information capture, information flow, file/document locations and file/document status, including:
enterprise-class, scalable database management system optimized for records / document management
implementation of application on hosted server in commercial data center, or, installed on local Server(s) via Network, Intranet or Extranet, with support for Windows, Linux and Solaris/Unix environments
customization of application software according to DeKalb County requirements, including option for parent/child relationship between case and/or defendant 'parent' records and 'children' civil lawsuit, dispossessory warrants, garnishment actions, demands and levies records
interface with Banner and/or O.J.S. for population of the records management database with 'new' records, name change records, docket change records, etc. (to eliminate or minimize reentry of data), including bi-directional data interface for pushing file location, 'service attempt status' and/or other data elements from the records management software to Banner and/or O.J.S.; as well as data interchange relative to cases required for Court by Judge, Court and Docket, with reciprocal 'file pull lists' for each file room housing records for such purposes, sorted in file system (year/case #) sequence (interface means each appropriate software product pushing data to an electronic folder that is accessible to the other software products that need to import the data, such that 'integration' is accomplished by simple file/data imports rather than more problematic and difficult database table integration...though table to table database integration is possible)
label printing functionality to produce all-in-one RFID file folder labels, at time of file origination, using standard office printers, including case # color-coding, text fields, bar code and RFID (RFID label will match the label on the pre-labeled file folders currently used by the Courts, and can include any additional data or coding that is deemed appropriate (while maintaining the current color scheme and color block positions)
reenginnering of paper-based forms with separate bar code, to electronic forms workflow and digitally assigned/printed bar codes on the electronic forms
customization of portable scanner software, with support for bar code and/or bar code/RFID devices, to identify file transfers, file locations and the performance/status of 'service attempts'
bi-directional interface between portable device software, Banner and/or O.J.S., for updating and data syncing between the applications, including update of 'service attempt' status
implementation of USB-connected RFID/Bar Code Scanner(s) to facilitate file tracking and transfers of files Into or Out-of filing systems, including tracking of files going out to specific destinations (people or places)
implementation of RFID detection-zones and/or USB desktop RFID detectors to track files passively and/or semi-passively when they arrive at discreet locations/destinations
track files at building entrance/exits with enforcement of business rules to ensure that folders are only removed by authorized personnel, and triggering of alarm, flashing lights and/or video camera pursuant to unauthorized file removals; this also provides location tracking at the building 'layer', with more finite locations within buildings captured by portable scanner inventories, desktop tracking, RFID detection-zones and/or desktop detectors
provide 1-screen casual user interface that enables staff to look-up the location of record(s), Request required records and transfer records if handing-off
where appropriate, implement electronic signatures to validate chain-of-custody and transfers-of custody
maintenance of complete audit trails of all case records and all 'service' documents, from origination through final disposition, including 'status' and 'location' changes, and including electronic signatures for proof of custody; printable as may be required for Court, etc.
integration of State and/or County and/or Federal 'Retention' guidelines for automated scheduling of records-due-for-archiving and records-due-for-destruction; within software provide direct link to the appropriate retention schedule(s) via dynamic intranet link and/or static document formats
automatically Queue records due for archiving or destruction; trigger Queues-with-Records display window upon logon showing the Queues with records and the # of records in each Queue
facilitate archiving of records-to-boxes (transfer of records to archive boxes) using box bar code labels printed from the software, or, provided by archive center, and using the bar codes or RFID on the folders; the software will then track boxes and folders and folders-in-a-box
create Queues for any desired tasks, workflow, events, milestones etc. where folders need to be aggregated and organized for processing
utilize native reporting sub-system to generate unlimited standard or custom reports, by executing SQL queries and rendering of data in customized format, .csv or .html, with the ability to render as .xls, including the ability to generate complex reports requiring multi-table database joins
the proposed solution, as a single database instance, while being optimized for file/document tracking, can also be used for and is also in use by the US Military, Police Departments and Crime Labs and can be used for tracking weapons/gear, evidence, assets, inmates/trustees, vehicles and/or other serialized items/people
the proposed solution, as a single database instance, also supports 'access control' for visitors and/or personnel, by implementing RFID that detects ALL people going through a detection-zone, whereas commonly used HID access control enables doors to be opened by a single person while allowing multiple, undetected people to pass through the door once opened
ATTACHMENT C - Compliance Matrix
1) The system has to use the latest Radio Frequency Identification (RFID) and barcode technology for identification and tracking of case files and civil case paperwork.
Answer: Complies.
Supports UHF 860 – 960 MHz Ultra High Frequency RFID, USA standard and as supported by DoD and Walmart. Supports 1D and 2D bar coding.
2) The system’s database must be Oracle based 10i/11g. The system has to use Application Programming Interface (API) to pull information from Oracle.
Answer: Complies with modification.
The intended interface is to be via file / data exchanges, versus database table-to-table integration, as it is not typical to integrate at the database table level, given each software product's need to maintain data integrity and to prevent possible database / data problems. The solution we are proposing will interface to Oracle by importing and exporting files/data to a commonly accessible electronic folder for import / export by Oracle and by the records management software. The proposed software's preference is MySQL database, owned by Oracle. Being a Java/EJB3 software architecture, the software is designed to be database independent, and can support Oracle and required API interface at additional time and cost.
3) The system must operate on a Windows 2008 Server Operating System (OS), 64-bit.
Answer: Complies.
4) The system must be completely browser-based (except where a software component is required with peripheral hardware), working with Internet Explorer (IE) 8 at a minimum.
Answer: Complies.
5) The system must incorporate Windows Active Directory Authentication, at the court’s election, to automatically
authenticate users, by-passing the login challenge.
Answer: Complies.
6) The system must include enough licenses to accommodate access by 102 clerks and 24 deputy marshals and civilian staff within the Marshal’s Office.
Answer: Complies.
7) The system must utilize and include globally-unique, pre-programmed tags, to ensure that independent adoption of this system by law firms, prosecutors, probation, human resources, and other agencies will not create conflicting or erroneous tracking information.
Answer: Complies.
Each tag has a unique 96-bit number encoded into the RFID chip by the manufacturer, and, the tags can be encoded (original # superseded with new ID #) if and as may be required.
8) The system should have the ability to generate a unique identifier that associates the paper or file to a specific case file i.e. lawsuit or dispossessory warrant.
Answer: Complies.
System can assign unique #'s to files and/or 'services' and/or use existing unique ID's, to 'marry' the appropriate folders and/or documents.
9) The system must also allow for the laser printing of barcodes that must match up to the case file for all necessary civil process paper.
Answer: Complies.
Laser and/or ink jet sheet printers are supported for bar code printing, and some models can be adapted for roll-feed. Our preferred system solution would be to convert paper-based forms to electronic forms, and 'stamp' each such electronic form with bar code at time of origination and printing, precluding the need for ancillary bar codes.
10) The system should have the capacity to print thermal labels dynamically.
Answer: Complies.
The system can print to any printer that is listed in the Printer Dialog Window displayed by Windows when executing a print job. Our preference for any label, with or without bar coding and/or RFID, is to print on sheeted printers, with the ability to render color, text, bar code and include RFID on underside of label. However, if the preference is thermal printing, we comply.
11) The system must track locations of case files as they move to courtrooms and chambers, without depending on court staff to deviate from their normal activities.
Answer: Complies.
This is accomplished by:
passive RFID detection zones at defined locations and/or choke-points
periodic inventories utilizing handheld scanner
desktop USB detectors can also be utilized, but require human to place folder in proximity
12) The system must allow any court staff to search and see what volumes exist for a given case and see the location of each volume.
Answer: Complies.
The software enables opening an existing record, to preclude the need for re-entry of data, and then to update the record with a volume #, thereby creating a new, unique record in the database and a unique bar code and/or RFID # for tracking purposes. Volume records are also associated with the 1st volume/case, such that database searches for a case record will return rows of data (search results) for the 1st and all volume folders/database records.
13) The system must operate for all our divisions, accommodating the file rooms and clerks’ activities independently.
Answer: Complies.
The software includes a 'site' classification, that enables access restriction to appropriate Users for appropriate record-types, while enabling appropriate administrators to see across all data.
14) The system must perform all tracking transactions either for one case file or for a batch of case files in a single transaction.
Answer: Complies.
The software includes a 'batch' tracking screen for case file transfers, which allows a single screen/transaction to aggregate multiple, batches of records as a single transaction, utilizing a USB-connected RFID/bar code scanner to scan multiple files all-at-once (using the scanners RFID capability) and/or one-at-a-time (using the scanners bar code capability).
15) The system must have a portable RFID tracker process to hunt for case files, like a metal detector, that could not otherwise be found, issuing an audible and on-screen alert when these case files are found. It should display the person or location to which the file should be routed, so that it is not necessary to return to a Personal Computer (PC) to research where to send it.
Answer: Complies. Complies with modification.
Scanner includes the ability to input multiple RFID-tagged folders, documents, items for a single 'FIND' transaction (rather than require one item at a time to be entered and searched-for). Folders can be changed to 'missing status' in the software, and any time a FIND transaction is to occur, any or all 'missing' folders can be entered to the scanner...so that one-pass through facilities finds a specific and/or any 'missing' file. The scanner includes audible and visible cues to alert User when a folder is found, and then to guide the user right-to the folder.
We are not currently pushing data to the handheld as per the display: folder ID = route-to (or some other designation that represents who the folder should be routed-to; we think of this in terms of the software being used to Request folders, and then a Found folder can trigger the Route-to based on who Requested the file; however, other logic could be applied and/or developed); but, we can do so. This would build data on the handheld for each record requested, and who requested the record. As such, during the 'FIND' (and also the Inventory) function, anytime a folder is found, we can query the database to determine if any person(s) are waiting on the Found folder. To emphasize, we anticipate no problem with this deliverable; software at its core is logic, so if there is more precise logic that would work better for DeKalb County, we can modify the logic and leverage the existing, similar code to achieve whatever is needed as to displaying “route-to” upon a folder being found that has such a pending transaction.
16) The system must include a portable RFID tracker device that can be used to locate lost files in any location.
Answer: Complies
This is essentially part and parcel to # 15, if we interpret correctly. The FIND function on the handheld handles unlimited locations, as the FIND function is not logically connected to location. It would be unusual to first choose a Location, and then enter a record to Find; rather, if a file is missing, no matter what the location, if you are performing a Search, and independently of the location itself, if the file is Found, the User would want to know that...rather than NOT finding a file, because the selection of a Location precluded certain case #(s) that represent lost files and file(s) that would have been found if the Search had not been filtered by location.
It should be noted that UHF RFID will not transmit through metal or liquid, rather, these reflect-back the RFID radio waves (similar to a mirror reflecting an image); so, any files behind metal or liquid would not be able to be found. Otherwise, yes, unlimited locations are suppored for finding files with the handheld.
17) The RFID tracker device should emit an audible alert and display on a screen the file number that has been located when it is located.
Answer: Complies
Typically, a User enters the missing file #'s through searching/selecting, keyboard input or bar code scan, and each file entered for Finding would display as a row of data, such as 'File #', 'Last Name, First Name MI'. As such, the data does not display at point of detection, rather, at point of entry. However, more importantly, we do achieve what you request, but we do so by putting a check mark and/or color highlighting the Found record on the handheld screen; as such, if there are more than one files listed as rows for searching, you know the exact folder that was found by highlight and/or check mark.
18) The RFID tracker device should be one that can also be used to conduct audits of offices, cubicles.
Answer: Complies.
Typically, an organization does not have budget for placing RFID fixed antennas at the number of discreet locations at which a folder could reside and/or a detection-point through which they will pass, as necessary to detect enterprise-wide, unlimited, real-time locations. For example, the RFP asks for 12 'Fixed Readers', which in our mind = 12 RFID detection zones; it is our assumption that the folders can be at 12 x 'n' locations (more or many more than 12 locations), emphasizing that passive RFID will likely have many omissions as to antennas at all locations at which a file may be located and/or pass. As such, the portable scanner often is a critical component to optimized chain-of-custody and location tracking, as ALL files at UNLIMITED locations can be inventoried. It is true that organizations typically envision a real-time tracking system covering unlimited locations, but which is often not within budget, due to the # of fixed readers/detection zones...the goal being 'passive' but the cost often prohibitive. However, we think it very important to differentiate 'passive' versus '# of people impacted'. So, a portable inventory is not passive, in that a human performs the task, but, only one person is impacted, and even if there are 100's or 1,000's of Users and Locations, only one or a finite # of people actually have to do the inventory, and are 'impacted', whereas to the rest of the organization it is indeed passive!
19) The system must track case files in to a storage box, and track that box as it moves to and from storage. The system should provide an integrated view of the box and files in it.
Answer: Complies.
The software tells Users when records are due for archiving, and enables the entry to the database an 'entity' for a Box record. As such, the database manages:
Box
Records in a Box
Documents in a Record
The software can generate a box label with bar code, or, vendor provided labels can be used. The software's Tracking Screen includes a global field = box #; the bar code on the box label can be scanned, or the box # entered by keyboard, to populate 'box #' field. Then, each folder going into that box can be scanned in batch using RFID, or one-a-time using bar codes, to update the database with 'what box each folder went into'. This screen automatically renders an instantly printable 'transmittal' form providing a line item listing of the box detail and a listing of each folder in each box. For the critical transfer/chain-of-custody at time of physical transfer of box(s), the software supports electronic signature of courier picking up the boxes, and specifically signing for each box picked-up. As such, tracking and chain-of-custody (and printable audit logs) is provided at the box and at the folder level. If the County maintains an archive center, the software can render a CAD drawing of the shelving and will show used and available spaces, with additional logic existing for placement of boxes. Finally, Users of the system can search-for and/or Request boxes and/or records via their browser, wherever the boxes/records may be, even if with a 3rd party vendor.
20) The system should be capable of searching by case #, party name, badge#, date range and location and with capacity to use other user-defined fields.
Answer: Complies.
The software supports unlimited data views and data fields for each data view, ie for example, a data view for records and a data view for 'document-types' served. Each data view can include unlimited fields. Each field can be configured for data entry, drop-down list selection, YES check box and/or calendar pop-up. Each such record can render labels and/or electronic forms for any data fields desired. The database enables searches on:
and data fields defined for the project
any meta-data fields (which are automatically updated and managed by the database)
any text within the Notes field
21) The system must allow the Marshal’s Office to determine the assignment of the civil papers and the status of service while in the field.
Answer: Complies.
Our current contemplation is that each civil paper/action would be a discreet record in the database, probably as a child record to the parent case record. A such, the bar code on the civil paper(s) would be scanned and a destination scanned, or input, to transfer custody of the document, and to assign responsibility to whom the document custody was transferred and whom is responsible for serving the document.
Further, the handheld scanner will have software that enables the Location of the document(s) to be entered or scanned, and either:
change the location of the document and/or
change the status of the document (such as 'delivered to person')
As such, the software will manage assignments, locations and status.
22) The system should provide each deputy with the ability to show that a paper has been assigned to him for service such that the paper can be tracked continuously while it is in the Marshal’s office for service.
Answer: Complies.
The database can be queried (Search using the Search screen on data and/or meta-data and/or Notes text and/or date, beginning date, ending date and/or date-range) to determine all papers assigned to a deputy. The search can be filtered by date, as described in above sentence. Once a paper has been assigned to a deputy, using the software and/or tracking technologies, the database will continue to show that deputy as current holder of the document, until or unless the document is transferred and/or the status updated using the software and/or via detection by bar code and/or RFID device.
2a - Organizational Qualifications
Southern Business Systems Inc. (SBS) has been located in and has served the Atlanta market with a full range of document/records management products and services, including software, folders, labels, shelving and professional services, since 1976 and to the present. We are pleased to include the DeKalb Courts as one of our valued and longstanding clients. SBS maintains parts, supplies and skilled technicians to support area clients, with rapid service responses and issue resolution.
The solution provider, Virtual Doxx Corporation, the sub-contractor to SBS for this project, has records management software development experience dating from 1997, and prior software development dating to the 1970's, and records management experience dating to the 1980's, all of which has been continually evolved to the present date. The founders of Virtual Doxx Corporation, previously developed the NetLabels file folder label Internet-label printing system and went to market in 1998, the first Internet file labeling system on the market, which gained #1 market share in the product group, and with over 25,000 Users worldwide. Virtual Doxx Corporation and/or Officers hold Records Management Patent # 5,953,843 and Provisional RFID Records Management Patent # 61/043,856.
Virtual Doxx was founded in 1996, and has implemented successful file tracking solutions for the State of Massachusetts Court System, the State of New York Court System, the State of Maryland Chief Prosecutor's Office, The Arizona Crime Lab, US Dept of State, US Dept of Labor, US Small Business Administration, Army Corps of Engineers, Lockheed Martin, Emory Healthcare and many other blue chip clients.
Virtual Doxx's chief architect and code writer personally led and had direct responsibility-for development of a 100 million record database project with Oracle database for Citi, and many other complex and large database/application development projects for Merril Lynch, GE Capital and through multiple top-tier consulting firms. He has been developing software since 1974, and developing with Java since 1997. He personally wrote NetLabels, one of the first products on the market that delivered software used for core business operations via the browser, versus just web pages with static information, and is the chief writer and overseer of Virtual Doxx. He has also gone to the top RFID 'school' for RFID training, and is highly versed on all aspects of databases, as well as bar code, RFID and periphery devices used for and through records management implementations.
Virtual Doxx's founder is one of approximately 800 worldwide Certified Records Managers (). He has been analyzing customer use-case requirements and implementing records management solutions since 1984.
Our Provisional Patent Application represents fundamental innovation in UHF RFID technology, specifically related to Records Management, file labeling and file tracking. Being the first Internet-accessible bar code, color-code label printing system is another testament to the innovation common to Virtual Doxx and its officers. Virtual Doxx is the only RFID vendor offering 'intelligent' RFID detection-zones that detect person, files and direction-of-travel, with the ability to detect RFID-enabled ID cards, and which turns-on RFID only when someone is passing through the detection zone. Virtual Doxx blends its innovation with best of breed hardware and tag manufacturers for the most innovative and effective systems on the market.
Virtual Doxx Corporation has the software, technology, staffing, resources and past experience to meet exceed DeKalb County's expectations.
2b – Financial Statements
See attachment(s) and/or comment from Southern Business Systems.
2c- References
Emory Healthcare
Atlanta, Georgia
Natasha M. Quiñones, BBA
Manager, Health Information Services Department
Emory Children's Center
Telephone #: (404) 727-1478
natasha.quinones@
Implemented file tracking for seven departments, representing approximately 50,000 active files at any point-in-time, hosted via Virtual Doxx commercial data center (), with approximately 12,000 database events per month.
State of New York Court System (Suffolk County Courts)
310 Center Drive
Riverhead, NY 11901-3392
(631) 852-2000
Mr. Frank Tropea
FTROPEA@courts.state.ny.us
Implemented file labeling software to include RFID, bar code, text and color-coding all-in-one and printing from color ink jet printers. Folders are stored in drawers when 'active', so include a top tab label; and on open-shelves when 'closed', so also include a side tab label. A very sophisticated interface was developed to import multiple files from the State's Court 'Case Management System', which Virtual Doxx merges, filters and imports. Once printed, RFID chip in side tab label is encoded with the case # using a portable RFID scanner, which is then utilized to FIND files. Court system has budgeting initiative for implementation of RFID file tracking and database records management.
U.S. Department of Labor
Department of Contracts & Grants
200 Constitution Ave., NW
Washington, DC 20210
1-866-487-2365
Mr. Willie Harris
harris.willie@
Configured Virtual Doxx to print labels for and track Contract and Grant files. Printed RFID 'All in One' labels and applied to existing Contract and Grant Files. Implemented RFID Doorway Detection-Zone, RFID Check In/Out Controller, RFID Name Cards and Portable Scanner (inventories and 'find file' functions).
Leason Ellis Attorneys
One Barker Avenue, Fifth Floor
White Plains, NY 10601
914-288-0022
David Leason
leason@
Implemented RFID desktop IN/OUT tracking of files, and portable RFID scanner to FIND and Inventory files. Printed and provided RFID labels for converting legacy files. Software is used to track time sensitive, status sensitive file folder records relative to patent and trademark applications.
U.S. Small Business Administration
Disaster Assistance Program
13221 Woodland Park Road, 5th Floor
Herndon, VA 20175
Paul C Arrington
(703) 487-8100
paul.c.arrington@
The SBA generates new files each year for its Employees & Contractors and their Travel Authorizations and Expenses. The initial implementation was 5 label print stations to generate color-code, bar code labels for each of 4 file types for each person. Subsequently, the system was expanded to provide bar code and software file tracking functions.
2d – Copy of State of Georgia Business License
See attachment(s) and/or comment from Southern Business Systems.
3a – Personnel
George Brodnax
Account Manager
Southern Business Systems Inc.
gbrodnax@
770-416-6515
Mr. Brodnax has been an account manager for Southern Business Systems, serving the Greater Atlanta marketplace for over 10 years. George is a seasoned Records Management professional with numerous, local projects to his credit, including the existing account manager for DeKalb Courts. His responsibilities are primarily to ensure that Southern Business Systems, Virtual Doxx and/or Virtual Doxx subcontractors are performing as such to meet or exceed DeKalb County expectations.
Hugh Allen, MBA
VP of Technology
hugh@
919-656-4675
Role: Technical and Overall Project Manager.
Mr. Allen graduated Magn Cum Laude from Georgetown University, and holds his Masters Degree from New York University. He has over 30 years experience developing software and managing IT projects, including high level executive IT positions with Citi, General Electric, Merrill Lynch and other leading organizations. A project Mr. Allen managed for Citi included over 100 million records and a development staff of 25+ working under his direct supervision. Hugh was contracted by Ernst & Young during late 1990's to manage the migration of data for the US Federal Government from approximately 11 credit cards to a single credit card procurement system, which Mr. Allen successfully performed for many millions of records. His focus has been on records management applications since 1997, bringing a valuable synergy of IT and records knowledge to our customers. Mr. Allen is the primary developer of the NetLabels, Virtual Labels and Virtual Doxx software applications, and inventor of the RFID In/Out Controller. He is also highly skilled in all facets of Bar Coding and RFID installations. Mr. Allen would oversee Michael Kolb's project management and software configuration, and would work directly with DeKalb County technical staff as to Server, data integration and similar infrastructure components.
Resume of Hugh Allen
|KEY SKILLS |EXPERIENCE |
|Project Management |20+ years |
|Software Development |20+ years |
|Java |10+ years |
|Web-based Applications |10+ years |
|Financial Services Software |15+ years |
|Software Product Development/Delivery/Support |8+ years |
|MBA in Finance – New York University | |
Virtual Doxx Corporation, Cary, N.C. (4/03-present) – VP of Technology
One of two founders of this Internet software development company.
Developed VirtualLabels and VirtualDoxx for:
label printing, including color-coded labels
barcode record and asset tracking
RFID record and asset tracking
document image and scanning
record and document management
weapons tracking
Using the following software:
Java – standard and enterprise editions (EJBs, JSPs)
Linux and Windows servers
Apache or Tomcat web server
JBoss Java application server
MySQL database
completely Open Source server software stack
GBS CORP., North Canton, Ohio (12/99-4/03) - Director of Technology
Director of GBS Filing Solutions, a filing systems and document management company
Following the sale of NetLabels, became a GBS employee responsible for ongoing software development and customer deployment of NetLabels. Worked with hundreds of GBS Dealers and customers to define filing system requirements. NetLabels is profitable, with 5,000+ customers and 6,500+ label designs online.
Worked with a part-time consultant to enhance NetLabels with Java Servlets on a JRun Application Server and a relational database for user authentication, storage of label designs, and tracking system usage.
DesignTec Software, L.L.C., Cary, N.C. (7/98 – 12/99) - Owner
Worked as a sub-contractor on several projects, including Ernst & Young, LLP on Bank of America/NationsBank EAGLS (Electronic Accounting Government Ledger System) Federal Government employee credit card conversion project.
system manages over one million government employee credit card accounts via the Internet
worked with multiple Agenciesf to define requirements and migration strategies
Developed NetLabels Internet label printing system and sold it to GBS Corporation.
BROADWAY & SEYMOUR, INC., Charlotte, N.C. (5/97 – 7/98) - Senior Engagement Manager
Managed a team of ten consultants for this consulting firm.
completed a requirements definition project for Chase Manhattan Bank’s credit card collections unit
lead JAD sessions to define requirements and delivered detailed system requirements
worked with subject matter experts and client technical staff to define technical infrastructure
developed a project web site for team communications as a project document repository
used J.D. Edwards project management system for project status and financial reporting
MEDAPHIS CORPORATION, Cary N.C. (3/95 – 4/97) - Vice President of Sales Support
Worked with the Imonics subsidiary sales team to identify sales prospects in the health care industry. Responsible for customer presentations, proposals, site visits, demos, cost/benefit financial models, and statements of work.
Performed a technical review for Corning Clinical Labs in Teterboro, NJ.
Project manager on a hospital billing and collection system to introduce imaging and workflow software and optimize the filing of insurance claims.
Worked with two large Home Healthcare companies to determine how document scanning, imaging, networking, and workflow software could be used to optimize distributed operations nationwide.
Participated in a credit card customer service call center project for a Bank of Montreal.
GENERAL ELECTRIC CAPITAL CORP., Stamford, CT (1989-95) - Mgr. of Systems Development
Developed a new technical architecture for the Retailer Financial Services (RFS) business with over 70 million credit card accounts for private label retail stores, 2 million MasterCard accounts, 7,000 employees, and $14 billion in assets. Managed software development projects for new accounts, collections, risk management, and reporting.
Conceptualized and delivered a new GUI credit card collections system, written in C, for use by 2,500 collectors handling two million delinquent accounts per day.
Implemented RFS’ first international, multi-lingual system – a new credit card account application processing system for a business venture in Mexico. This system provided screens in both English and Spanish for automatic consumer credit scoring models to approve/reject credit applications.
Supported systems and data requirements of the RFS Risk Management unit, including several projects working with the GE Research & Development center.
CITICORP INDUSTRIAL CREDIT, INC., New York, NY (1979-89) - Vice President of Systems
Responsible for Commercial Equipment Finance and Leasing systems. Managed several different teams responsible for database design/administration, systems analysis, and project delivery. Developed an online, real-time mainframe-based system using Cobol, CICS, and IDMS database management system. Served as overall system designer, DBA, and systems analyst in earlier roles. This system managed all aspects of over 100,000 equipment leases ranging from office equipment to aircraft.
GIBBS & HILL, INC., New York, NY (1978-9) - Senior Systems Engineer
Responsible for mainframe-based project management systems on engineering projects. Responsibilities included systems analysis and programming in PL/I using System 2000 database. Work with sophisticated PERT/CPM project planning and control software to identify project timelines, dependencies, and resources.
MERRILL LYNCH, INC., New York, NY (1975-8) - Senior Systems Analyst/Programmer
Responsible for design and implementation of mainframe-based marketing support systems. Participated heavily in project to determine potential customer base for new Cash Management Account product. Programmed in PL/I.
AZTECH CORPORATION, Washington, D.C. (1974-5) - Programmer/Analyst
Responsible for software development in this computer service bureau for national membership organizations, such as The National Trust for Historic Preservation. Responsible for member rosters, mailing lists, mailing labels, custom reports, and other services using PL/I on an IBM 360.
EDUCATION:
New York University Graduate School of Business Administration, MBA Finance, 1982
Georgetown University, BS Theoretical Linguistics (Magna cum Laude), 1974, minor Mandarin Chinese
TECHNICAL SKILLS SUMMARY:
Java, J2SE, J2EE, JDK, AWT, Swing applets and applications, Servlets, EJB, CMP 2.0, JSP, JMS, MDB, MySQL, JBoss, Tomcat, Apache, IIS, Windows 95/98/NT/2000/XP, Linux, CGI, threads, HTML, Code Signing Certificates, SSL, Oracle, Microsoft Word, Excel, Access, PowerPoint, Microsoft Project, Cobol, PL/I, IDMS.
BUSINESS SKILLS SUMMARY:
Project management, systems analyst, software development, financial services, consumer lending, commercial lending, credit cards, leasing, risk management, consultant, database management, database administrator, programmer, Internet, intranet, web applications, mainframe, client/server.
PROFESSIONAL:
Member of Triangle Java User’s Group, attended three JavaOne conferences in San Francisco.
Eric Collins, CRM
Certified Records Manager
President
eric@
707-570-5251
Mr. Collins graduated with BSBA from Appalachian State University in 1982, and is one of approximately 800 worldwide Certified Records Managers (). He has been developing and implementing records management systems and programs since 1984, and brings high level records management expertise along with a strong technical understanding of software, labeling and tracking (including bar code and RFID technologies). Eric holds US Patent # 5,953,843 for records management enhancement, and is inventor of the patent-pending 'All in One' RFID file folder label. Mr. Collins would primarily assist with requirements analysis and as intermediary between customer and Virtual Doxx technical resources (Hugh Allen and Mike Kolb).
Education & Credentials
Appalachian State University, 1982, BS Business Administration, Minor Philosophy, Graduated with Honors
Certified Records Manager,
One Records Management US Patent awarded and a second Records Management Patent Pending
Overview
Entered the Document/Records Management field in 1982 and has remained in the Records Management field to-date, spanning over 25 years. Has been Certified Records Manager for over 10 years, and currently one of approximately 800 worldwide. Entire career has been focused on working with a wide range of government and commercial organizations in a consulting role to design and implement active and inactive records management solutions. Highly skilled in both physical and electronic records management, including design of numerous active filing and archive record center systems. Accomplished in the use of software to index and control individual records and boxed records from origination through retention schedule cycles to ultimate destruction or vital records status.
1 Professional Experience
Virtual Doxx Corporation, President (2005 to present)
Oversee development and implementation of enterprise-class software used to label and track file folders or archived/boxed records using software screens, bar code and RFID (Radio Frequency Identification) technologies. Consult with a wide range of organizations to design active and inactive/archived records management systems. Co-holder of pending RFID patent for improved method for generating RFID labels and integrating RFID with host database management software to manage active and inactive/archived record systems.
GBS Corporation, Director of Records Management (2000 - 2004)
Co-developed first Internet-based label printing system for producing bar code, color-code labels without requiring software to be installed on a customer's local computer/network. Software is used by approximately 25,000 Users worldwide to index records and boxes for management of active and inactive/archived records. Consulted with a wide array of major commercial and government organizations in designing active and inactive/archived records management systems.
Virtual Image Technology, Inc., Records Management Consultant (1998 – 2000)
Provided consulting services to government and commercial organizations to implemented optimized solutions for managing active and inactive/archived records systems. Designed and implemented physical storage solutions for boxed records and designed systems for converting legacy film and paper-records to electronic format for inactive and archival records management.
InfoSystems, LLC, VP (1992 – 1998)
Design specialist for analyzing records management requirements for a diverse clientèle across many industries and developing optimized filing system designs and records management policies and procedures for active and inactive/archived records. Attained US Patent for records management tool.
Aamot Information Systems, Inc. VP (1984 – 1992)
Design specialist for developing filing/archived records systems and records management policies and procedures. Designed and implemented complete turn-key systems for indexing and storing boxed records and maintaining archived records according to approved retention schedule policies. Developed business units for analyzing active and inactive records systems and utilization of microfilm and digital imaging to migrate paper-based systems to electronic solutions.
Gray & Creech / IKON, Copier Specialist (1982 – 1984)
Analyzed customer requirements and provided copier solutions to meet photocopy requirements. Implemented first-generation fax machines. Implemented early generation typewriter word processors.
Michael Kolb
mike@
240-422-2984
Michael Kolb is a graduate in Computer Engineering, and provides day-to-day project management, as intermediary between customer and Virtual Doxx subject matter and technical experts. He is also skilled at requirements analysis, specifications definition and conversion of specifications to software design utilizing the Virtual Doxx 'Rapid Application Development Toolkit'.
Current Employment:
Virtual Doxx Corporation, 2011 – Present
Project Manager / Business Analyst
Education:
2007 – Present University of Maryland Baltimore County Catonsville, MD
BS Computer Engineering
Graduated May 2011
Coursework:
CMPE 415 – Programmable Logic Devices
CMPE 419 – Computer Arithmetic Algorithms and Implementations
2006 – 2007 Clemson University Clemson, SC
1st year Computer Engineering
Skills:
Programming languages:
Verilog, VHDL, MASM, NASM, C, Java
Operating Systems:
Windows 2000, XP, Vista, 7, Slackware Linux
Software:
Cadence Design Suite, Xilinx ISE, Eclipse IDE, LabView, Microsoft Office
School projects:
Used Verilog and VHDL to simulate computer systems, architectures, and components with final implementation on a Xilinx Spartan 3E based FPGA board.
Used OrCAD Capture CIS to design a complete 8086 computer system and wrote low level software to support some of its features.
Achievements:
CompTIA A+ certified computer technician
National Honors Society
Prior Work Experience:
Summer 2009 Black and Decker
Second level IT support for over three-thousand users via remote desktop technology in a teamwork based environment. Providing support for software installations, virus removal, hardware upgrade and replacement, and mobile phone tethering setup.
Summer 2008 Ellicott Mills Brewing Company
Prepared plate setups, desserts, salads, and sandwiches.
2005 – 2006 Frederick County Public Schools
Assistant network administrator, provided network and workstation support for the faculty and staff at the Frederick County Career and Technology Center.
2002 – 2006 Self employed computer technician
Provided telephone support and in-home assistance for hardware and software installation including general computer problem resolution.
Andy Oliver
Open Software Integrators
Virtual Doxx Technical Escalation Point
andy@
Open Software Integrators specializes in systems integration, complex server builds, server installers, software development and integration of Server Stack software components. OSI works with a wide range of companies and technologies, with mature service offerings including Course Development, Training, Consulting and Support. We allow our partners to focus on their core areas of business while delivering professional service offerings. Additional detail can be found at . If any aspect of the DeKalb County project requires technical skill sets beyond the core competency of Virtual Doxx staff, Andy Oliver and OSI would be engaged, such as for integration with Oracle.
James Snyder
RFID Solutions Inc
james@
561-271-1727
Whereas Virtual Doxx is a Java-shop, Mr. Snyder is an expert at all facets of bar code and RFID portable devices, their operating systems and the languages used to develop using what are typically Microsoft-specific languages. The combination of skill sets of Virtual Doxx and RFID Solutions staff, software can be developed for a wide-range of portable scanners, phones, tablets and/or other devices. In addition to expert level competency in handheld scanners, James is also an expert in RFID fixed hardware equipment, and has developed robust RFID middleware for integrating RFID infrastructure with legacy database management systems. RFID Solutions and Virtual Doxx have an extremely close working relationship, and Virtual Doxx licenses RFID Solutions Inc software for use with the hand held scanners delivered and/or integrated/supportd by Virtual Doxx.
Experience
RFID Solutions, Inc – Delray Beach, Fl 2006 to Present
Director / Software Architect
EOS Router
EOS Splitter
RFID Site Analysis
RFID Site Monitor
Handheld Scanner Software Development
RFID Fixed Hardware Middleware Software Development
RFID Hardware Evaluation, Testing and Benchmarking
Tyco Fire and Security 2005 to 2006
Contractor - Software Developer
Developed tools for RFID Installation, Deployment and Diagnostics
EOS Service Tool
ETL – Expected Tag List Tool
Agile 2 Service Tool
Raymond - Dense Reader Mode/ ETSI Compliance Diagnostic Tool
APS - Advanced Public Safety, Deerfield Beach, FL 2004 to 2004
Contractor - Software Developer
Architected and Implemented initial versions of two new products: APS FCIC and APS Field Reporting.
APS FCIC ( Florida Criminal Information Center ) allows police officers to run automobile tags and drivers license queries against State and Federal Criminal Databases from handled and mobile computers. The handled and mobile clients share a single code base written in C++, and recompiled for the target platform using either Microsoft eMbedded Visual C++ 4.0 for the Hewlett-Packard iPaq, or Visual Studio 2003 for laptop and mobile computers. These clients communicate with APS FCIC Server, written in C#, via the Internet using Winsock. This server component repackages the data into the proper FCIC II message and queries the Florida Department of Law Enforcement's FCIC computer. Upon receiving a response, the server component then routes the result back to the specific handheld or mobile client.
APS Field Reporting is a based forms package for creating field reports such as the Florida Uniform Traffic Citation. Unique to this product is the ability to create and layout all the data entry screens externally via XML. Using the same XML, client-specific code, packaged as assemblies, can easily be plugged in. The combination of these features allows the product to easily be configured and extended. APS Field Reporting is written entirely in C# and uses Reflection heavily.
Additionally, I integrated the HP Photosmart Mobile Camera into APS's existing iPaq product, PocketCitation.
, Visual Studio 2003, Microsoft eMbedded Visual C++ 4.0, C#, C++, Reflection, Winsock
BASS Technologies, Boca Raton, Fl 2004 to 2004
Contractor - Software Developer
Contracted with BASS Technologies to create and maintain Dynamic Web-based applications. Applications ranged from simple form based data entry to N-Tier, multi-language Distributor Management Systems. The following technologies were unique to these applications: Localization Engine that converted pages between multiple languages on the fly, Dynamic Image Generation for Fraud Protection, custom Http Resource Handlers, and integration with DebitTrans's ICommerce Gateway for processing online credit card and ACH debit transactions. All of these applications utilized Microsoft Visual Studio 2003, and C# Code Behind Modules.
Visual Studio 2003, C#, , JavaScript, SQL Server 2000, Html, HtmlControl, WebControls, Http Resource Handlers, Winsock
Bankruptcy Reporting Company, Vero Beach, FL 2004 to 2004
Contractor - Software Developer
Contracted with Bankruptcy Reporting Company to update and repair their existing software package, DIPReporter. DIPReportor assists companies emerging from Chapter 11 Bankruptcy by automating the process of generating Debtor-In-Possesion reports as required by the Assistant U.S. Trustee (AUST), court and creditors. Updating the application required porting the application to Visual Studio 2003 and converting to DAO 3.6. New features like Case Management and Backup/Restore were added. The User Interface was refreshed by adding a HiColor Toolbars and moving to XP Visual Styles. Repairing the application required locating and fixing intermittent data corruption and loss. Additional, data entry validations bugs were fixed. C++. MFC, Microsoft Access, DAO
Cross Match Technologies, Inc, Palm Beach Gardens, FL 2001 to 2004
Lead Software Architect / Developer
Drove the software architecture process to ensure architectural consistency across multiple products. Designed and implemented core software components and services to be used as building blocks for future products. Translated corporate and customer requirements into a solid product specification and developed software to meet those requirements. Acted as technical leader and "Guru" for other developers on the Windows Platform. Championed the introduction of technologies into the company. Expert in C++ and Windows development with personal enthusiasm for C# and .
CMUSA - Cross Match Universal Software Architecture
CMUSA Store and Forward
National Web Check
Access Control and Credential System
Live Scan Management System
C#, , Windows Forms, Smart Client, Inductive User Interfaces, No Touch Deployment, Application Domains, XML Web Services, , SQL, C++, C++ Templates, STL, MFC
GrabIt, Inc, Boca Raton, FL 2000 to 2001
President / Chief Software Developer
Created Internet tools and applications with Straight C++ Implementations of:
RFC 2616 - HTTP 1.1 Protocol
RFC 2396 - URI
Partial Implementation of RFC 821 - SMTP, used to send memory buffers via email as file attachments
HTTP Cache Integration with Microsoft Internet Explorer
Asynchronous Pluggable Protocol which overrides the Default HTTP implementation w/ Microsoft IE
HTML Parser which exposes HTML Tags similar to the DOM
Winsock, I/O Completion Ports, C++, WTL, STL, SQL, Windows
SunDial Technologies, Inc, Ft. Lauderdale, FL 1999 to 2000
Programmer
Computer Telephony, CTI and Dialogic
Stabilized and debugged existing Predictive Dialer Engine based on the Dialogic API
Exposed Core Dialer Features via COM
Maintained and added additional features to Dialer Engine, such as, Digital recording Third-party remote transfers, Voice mail, and Software licensing.
C++, MFC, Dialogic API, SQL, Windows
ActiveState Tools Corp, Vancouver, CA 1998 to 1999
Contractor - Software Developer
Developed Products for the Perl Resource Kit and Designed and Implemented Additional Utilities
PerlCOM - exposes the Perl Interpreter via COM
PerlCtrl - allows the creation of ActiveX/COM objects from Perl
PerlExe - which Packages Perl Scripts as executables.
Software licensing and purchase validation system
InstallShield AddIn to configure the Microsoft IIS metabase
C++, COM, Perl, Windows
ActiveDigital Corp, Boca Raton, FL 1997 to 1998
President / Chief Software Developer
Developed ICVGateway, which is an Internet Commerce Solution that integrates the ICVerify Software with HTTP web servers to facilitate Online Credit Card Transactions.
C++, COM, ASP, IIS, ISAPI, SQL, Windows
O'Reilly and Associates 1997 to 1998
Technical Consultant
Assisted in Website Pro 2.0 final release
Developed the iHTML merchant examples
C++, Scripting, HTML, HTTP
Internet Communications Network, Inc, Boca Raton, FL 1996 to 1997
Lead Software Developer / Webmaster
Designed / developed web applications: Online catalogs, shopping carts and searchable databases.
Additional responsibilities included general hardware / software maintenance and server Administration: IIS, HTTP, FTP, SMTP, POP3, and DNS.
C++, SQL, Access, IIS, ISAPI, Windows
MJA Technologies, Inc, Deerfield Beach, FL 1995 to 1996
Lead Software Developer / Webmaster
Developed Pay Per View systems for selling information on the Internet which included custom authentication filters, billing and logging systems, as well as, and notification systems.
Designed / developed web applications: Online catalogs, shopping carts and searchable databases.
Additional responsibilities included general hardware / software maintenance and server Administration : IIS, HTTP, FTP, SMTP, POP3, and DNS.
C++, ORA WebSite Pro, CGI, CGI-WIN, SQL, Windows
Self Employed, Boca Raton, FL 1992 to 1994
Computer Consultant
Built and upgraded customer's computers.
Installed and trained customers on software applications
Built and maintained Windows for Workgroups 3.11 networks
Wrote small application and utilities
Skills
Computer Languages: C#, C/C++, Visual Basic, VBScript, Perl, Java, JavaScript, Pascal
Technologies: N-Tier Architecture with Web Service and Remoting, Smart Client Technologies, No Touch Deployment, AppDomains, Garbage Collection, Reflection, Remoting, Marshalling, Serialization, Aspect Oriented Code Injection with ContextBoundObjects, Managed and Unmanaged Code Integration, COM Callable and Runtime Callable Wrappers, Events, Delegates, Assemblies, C#, XML, , , Code Behind Modules, Resource Satellite Assemblies, Generics, WCF – Windows Communication Foundation, Microsoft SQL Server 2005
Additional Skills: , Windows DNA, COM / ActiveX, Internet, C++ Templates, Cryptography, Database, Debugging
Publications
"Special Edition, Using ISAPI ." Que, January 1996. Technical Reviewer
"Using Visual C++ 5.0." Que, January 1996. Technical Editor
Certifications
Microsoft Windows NT Server 4.0, Microsoft, 1996
Microsoft IIS 3.0 w/ Index Server , Microsoft, 1996
Memberships
Beta Tester, Microsoft, 1996 to 1999
ClubIE Team 4 Member, Microsoft, 1996 to 1998
Site Builder Level 2 Member, Microsoft, 1996 to 1997
Education
Broward Community College, Ft. Lauderdale, Fl 1993
Palm Beach Community College, Boca Raton, Fl 1992
University of Tel Aviv Overseas Student Program, Tel Aviv, Israel 1991
Palm Beach Community College, Boca Raton, Fl 1990
Spanish River High School, Boca Raton, Fl 1989
Muss High School in Israel, Hod Ha Sharon, Israel 1989
Additional Resources:
Virtual Doxx is affiliated with a wide range of software, technical infrastructure, RFID and Bar Coding entities, including leaders in the industry. For example, one of the consultants with which we work, who lives in S.C., is the inventor of the RFID US Passport, and has many similar RFID tag and hardware inventions to his credit. As well, he developed a significant RFID tag testing system and algorithm to benchmark and validate RFID detection.
Another of our partners/resources is one of the premier implementers of UHF (not HID) access control systems for personnel and/or items, including sophisticated surveillance and video-triggered security capabilities. This firm has successful projects worldwide, and generally only works with organizations with 1,000 plus employees, representative of the scope of projects typical to this partner of Virtual Doxx.
As well, our manufacturers and suppliers and a broad independent network of appropriate professionals are available if and as needed, to provide appropriate bandwidth for any potential project requirements. We have the resources and partnerships as necessary to meet or exceed DeKalb County's expectations, including some of the most highly respected and credentialed professionals in the industry.
4a – Project Management
Southern Business Systems and Virtual Doxx Corporation would meet with DeKalb County project stakeholders and Users, in person, to establish firm scope-of-work and deliverables. The project genesis is a clear and concise and complete understanding of Requirements, the corresponding options and capabilities for delivery/performance and consensus building for system/solution architecture.
Project Documents
Once consensus has been established, a formal 'Solution Architecture and Specifications' document is authored by Virtual Doxx; this document can be posted on Google.docs and/or otherwise placed online, for collaboration, and/or a static document can be emailed to Stakeholders. This document can be iterated as appropriate by any party(s). A final version of the document will be signed-off by DeKalb County, Southern Business Systems Inc. and Virtual Doxx Corporation. The project has to have this foundation in order to be optimized and/or successful.
Once approved, the 'Solution Architecture and Specifications' document, a spreadsheet-view 'Task List' of every task, decision point, milestone etc. for the project, including responsible party(s), elapsed days to expected completion and actual date of completion is authored. As with all critical project documents, the document is iterated and collaborated upon by all stakeholders to consensus. Again, this can be an on-line collaborative document and/or a static document. The task list is embedded within the below described 'Status Report', and guides and is the primary project management tool to ensure proper project performance. The Task List does not 'live' as an independent document, rather becomes a component of the Status Report document.
A second document critical to project management is the 'Status Report' document. The purpose of this document is to highlight the status and status changes of the project on a weekly basis. This document contains all known items of importance to date and can be used as a reference should any clarification of tasks or focus be required. The Status Report includes:
List of Project Stakeholders/Team Members, with contact information and project role
Project Narrative
Project Task List
Listing of Open Discussion Points being Collaborated upon and about which Consensus is required; these are decision-points not yet finalized
Listing of Project Gateway Items...most time critical project elements at each weekly interval
'Meeting Notes' log
Southern Business Systems and Virtual Doxx put forth extraordinary effort in ensuring that project relevant content or information originated in phone conversation(s) and/or email(s) are translated to the Status Report document, as it is fundamentally flawed to require opaque references to conversations or emails and/or having to research emails over time to extract critical, or needed, information. This type of project could easily generate over 1,000 emails and an extensive # of conversations and meetings, so it is critical that all relevant data be incorporated into a 'living document'; in our case being the 'Status Report'.
The Status Report can be collaborative and up-datable by many stakeholders, or can be maintained by a single author. If the Status Report is collaborative, then color of text and/or other methodologies are utilized to identify the person that modified the document and the date of such modification.
The 'Stakeholders List' defines project team members and their project role. It also provides contact information for each.
The 'Project Narrative' provides a conceptual and technical project description, and is the principal, high level understanding of the parties and consensus to overall and specific project components and delivery. This narrative would be similar to this document's 'Technical Approach' bullet list, framing the primary components of the project. Each appropriate bullet list would be expanded and/or augmented as layers of detail become clear. As such, the narrative ultimately defines specific software and hardware specifications, and the document naturally includes sections, narrative and bullet lists defining all aspects of the project. For example, this iterative document may start with a bullet point such as “deliver handheld software and portable devices', but would evolve to define detailed specifications and requirements, such as 'handheld software to have the following functionality and design', and, 'handheld bar code scanner to be 'xyz' operating system', and, 'list of service attempt actions displaying on handheld is to be 'xyz', 'etc.
The 'Listing of Open Discussion Points' is a table view document, including:
Date
Discussion Point
Discussion Point Resolution
Approving Party(s)
Date Approved
This component of the 'Status Report' includes itemization of any unresolved issues included in the Project Narrative, as well as those that are revealed during email, phone and/or other correspondence. Each and every open discussion point requiring agreement and/or decision must be and is delineated and managed by this table/rows of data. This ensures that all discussion / decision-points are consolidated and tracked via a living document, to avoid the project being impeded and hindered by dependence on memory or notes of phone calls and/or the content of individual emails.
The 'Listing of Project Gateway Items' is a concise listing of the most critical gateway items, milestones and/or decision points that are required for the project to proceed and/or proceed effectively.
The 'Meeting Notes Log' is a dated narrative and/or bullet lists of each conference call and/or software demonstration. This document is iterated with updated information from each such event, and as such, is a flowing project history, with most current notes dated and at the top of this section of the document.
The software 'Requirements Analysis' document is used in conjunction with software configuration, and is further discussed below.
The 'Server, Hardware and Technical Requirements' document defines RFID infrastructure, Bar Code infrastructure, networking, server and workstation requirements, and is further discussed below.
Weekly/Periodic Conference Calls
Southern Business Systems and Virtual Doxx and/or key subcontractors, as appropriate, are encouraged to participate in weekly, pre-scheduled conference calls. The purpose of this call includes review of the 'Status Report' document to ensure that all participants are 'on the same page' and that there is agreement on the overall project status. Further, these calls facilitate and require that the 'Listing of Project Gateway Items' be carefully reviewed, discussed and progress achieved. The 'Listing of Open Discussion Points' should also be reviewed, discussed and progress achieved. As appropriate, the 'Task List' can be reviewed, as the Task List incorporates all previously resolved Project Gateway and Discussion Point items, including task status.
Software Configuration
During phone, computer and/or onsite 'Requirements Analysis' and solution design discussions, a key component is a 'Software Configuration and Specifications' document that is used to capture all aspects of the software design, including:
database schema and data views, including parent/child structures
field definitions as to unique identifier, min/max, duplicate check, etc. formatted as:
--- text entry
--- drop-down list
--- pop-up calendar
--- YES check box
drop-down lists
label design(s) (folders and/or boxes and/or documents)
electronic form design
workflow queues
users / user rights
locations / destinations
reason codes (reason there is a change in chain-of-custody, a file request and/or a file status change
retention logic / archive and destruction dates
reports
This 'Requirements Analysis' document is a living document and iterates over time, as may be appropriate. It is the 'blueprint' for configuring the software. This document is signed-off by appropriate stakeholders, at which time software configuration / development ensues.
Based on the approved 'Requirements Analysis' specifications document, the software is configured, and any new code written, if required, to achieve the specifications defined. Upon completion, a personal and/or GotoMeeting call(s) are scheduled to review the software design with DeKalb County stakeholders. The software design process is inherently iterative. During the first demonstration, Virtual Doxx staff will receive feedback from DeKalb County as to approvals, change requests, deletions and additions. This feedback is incorporated into second phase software configuration, a 2nd demonstration/feedback, and the iterative process continues to 'acceptance' by all parties. Only upon and following acceptance, the software is installed on internal server(s), or, migrated to a cloud-based Internet server. This process intends to eliminate the risks associated with software implementation, because the software is fully developed, and approved, prior to implementation.
Once the final version of software is approved, the software goes into testing phase on the specified server. A customized 'Users Manual' is provided for DeKalb Users, and appropriate, preliminary training provided for KeKalb Test Users. DeKalb Users would thoroughly test, in conjunction with Virtual Doxx staff, to ensure that all aspects of the system are functioning properly, and the software often undergoes a final phase of tweaking, based on feedback during the testing phase. The software is continually modified to incorporate all appropriate feedback, and stays in 'test' mode until go-live acceptance by DeKalb County. As may be appropriate, data is refreshed and/or the server/data reinstalled after testing is completed, and training and go-live can be scheduled.
Hardware
The 'Server, Hardware and Technical Requirements' document is dedicated to listing and grouping of all required RFID, bar code, server, workstation, networking, communications, etc. component of the project. The deliverables are tightly defined and signed-off by appropriate stakeholders. As such, when the software is ready to go-live, all appropriate technical requirements are accounted for and in place. This includes any software that works in conjunction with the hardware and networking environment. At the culmination of the team's review and acceptance of said infrastructure, a sign-off document is executed itemizing all items to be installed and implemented, and the items are ordered from appropriate suppliers and/or reserved from inventories.
Implementation & Training
Once the software has been tested and accepted and approved for go-live, and, the 'Server, Hardware and Technical Requirements' document approved by appropriate stakeholders, implementation and training tasks and durations are committed to a living document. This document details each component of installation, implementation and training, and is signed-off by appropriate stakeholders in conjunction with scheduling same. As with most software companies, we prefer that there is a 'train the trainer' component to training, in addition to or in conjunction with training of all appropriate Users. Installation and training is provided consistent with the mutually approved implementation task list and time line, and culminates with DeKalb County's acceptance of the project.
4b – Availability and Allocation of Resources
Southern Business Systems and Virtual Doxx have the appropriate resources, personnel, partners, industry specialists, skills and resources to implement the system proposed. In submitting this proposal, we provide DeKalb County the assurance that the appropriate resources will be dedicated to the project for timely execution.
Southern Business Systems Inc. has worked with DeKalb County for many years, and is located in Norcross, Georgia.
Representative Task List and Timeline
The below task list and timeline is very preliminary and at a very high level. A definitive and detailed task list and time line will be provided following site analysis.
|Task |Elapsed Days |
|Purchase Agreement Executed |1 |
|Designation of Project/Team Member Functional and Technical Contacts |3 |
|Assess proposed installation sites and provide definitive Project Schedule |24 |
|and finalize hardware and software requirements | |
|Advise the County of any safety, space, design issues or special |24 |
|requirements to be met prior to system installation | |
|Application & Handheld Software Configurations and Development |45 |
|Written Sign-Off on all Hardware and Hardware Related Infrastructure to be Delivered |45 |
|Feedback and Iterative Application and Handheld Scanner Software Design |66 |
|Provide Complete Documentation on Software and User-utilized Hardware & Tags |78 |
|Written Sign-Off on Definitive Installation Schedule and Performance |85 |
|Hardware Installation |101 |
|Software Installation |105 |
|Training |115 |
|Testing and System Acceptance |136 |
|Ongoing Support and Maintenance, First Year |501 |
Investment Analysis
This pricing matrix was used to produce the pricing elements per numbered page 9 of the RFP. Pricing is subject to change based on final scope-of-work, and may be adjusted downward or upward upon availability of further details.
|Description |Part # |Qty |Each |Total |
| | | | | |
|Software Licenses | | | | |
| | | | | |
|Server License, Unlimited Records |V-SL-UL |1 |$25,000.00 |$25,000.00 |
|Named User Licenses |V-UL-100 |126 |$350.00 |$44,100.00 |
|RFID Software Module |V-RFM-S |1 |$7,500.00 |$7,500.00 |
|Portable Scanner Software Licenses |V-PS-S |76 |$950.00 |$72,200.00 |
| | | | | |
| | | | | |
|Software Development | | | | |
| | | | | |
|Requirements Analysis, Application Software (days) |V-RA-PS |7 |$1,500.00 |$10,500.00 |
|Software Configuration, Application Software (days) |V-SD-PS |10 |$1,500.00 |$15,000.00 |
|Requirements Analysis, Handheld Software (days) |V-HH-PS |5 |$1,500.00 |$7,500.00 |
|Software Configuration, Handheld Software (days) |V-HH-SC |7 |$1,500.00 |$10,500.00 |
| | | | | |
|Project Management |V-RA-PM |20 |$1,500.00 |$30,000.00 |
| | | | | |
|Hardware | | | | |
| | | | | |
|Handheld RFID Scanner, ATID 870 |V-HHRF-S |15 |$2,950.00 |$44,250.00 |
|Handheld Bar Code Scanner, Motorola MC75A |V-HHBC-S |61 |$1,575.00 |$96,075.00 |
|Fixed RFID Readers, including Antenna, Alien 9650 |V-A-9650 |12 |$1,095.00 |$13,140.00 |
|Bar Code / RFID Printers, Monarch 9855 |V-M-9855 |14 |$1,750.00 |$24,500.00 |
| | | | | |
|Labels | | | | |
| | | | | |
|RFID File Folder Labels, 8” x 1.5” |V-8940R |300000 |$0.25 |$75.000.00 |
|Bar Code Labels, Multiple Sizes Available |V-BCL | | | |
| | | | | |
|Maintenance / Support | | | | |
| | | | | |
|Hardware Support |V-HW-M | |15.00% |$26,695.00 |
|Software Support & Software Upgrades |V-SW-MS | |18.00% |$31,375.00 |
| | | | | |
|Implementation & Training (days) |V-IT-OS |10 |$1,500.00 |$15,000.00 |
| | | | | |
| | | | |$548,335.00 |
Specifications
Server and Workstation Software
software supports installation on Windows, Linux or Solaris/Unix operating systems
software supports Microsoft SQL-SVR, Oracle MySQL and Oracle databases
software supports J2EE/J2SE Java environment
software supports LDAP/Active Directory integration
software includes a repeatable 'installer'
software enables rapid server updates by uploading no more than 5 files
software supports scheduled or 'hot' database backups
software is scalable to essentially unlimited Users and Records
software is COTS (Commercial Off-the-Shelf) software, while fully customizable for each customers data and workflow parameters
workstation software is thin-client and only require recent version of Java and browser. No fat client software or workstation software license/support fees are required
easy-to use record input screens (with customer defined fields) that enable new records to be entered
import capabilities for auto-database population using host database or spreadsheet files
ability to print black-and-white or color-coded file folder/media labels
RFID inlays available with sheeted labels of multiple sizes that print on standard ink jet printers
complete 'casual User interface' via Browser to Request or Transfer records from Users computers
file tracking screen that automates file check-in/out and record status updates
email notifications to file room staff of file requests, and population of 'file request pull lists'
ability to print bar coded archive box labels
'overdue' file/media email notifications
'returned file' email notifications to Requestor waiting on file/media
complete chain-of-custody tracking of file histories (audit trails)
life-cycle status control (active, inactive, destroyed) and automatic archive and destruction queuing
easy archiving of purged records to archive boxes using box and folder bar code labels
unlimited workflow queues (record 'placeholders')
reporting sub-system that executes SQL-queries and renders .csv or .html report data
fully supports the use of both bar code and RFID technologies
enables electronic signatures to validate file and box receipt/transfers
generates electronic forms to streamline workflow
software must be available internally hosted, or 'cloud-based' from commercial data center
commercial data center infrastructure includes:
|Support |
|24/7/365 onsite support from experienced technicians |⎫ |
|Tier I & II support options |⎫ |
|15 minutes or less reboot guarantee |⎫ |
|Seamless data center migration and installation |⎫ |
|Comprehensive business continuity and data loss prevention solutions |⎫ |
|Full suite of managed security services |⎫ |
|Dedicated account manager for sales and billing support |⎫ |
|Facility |
|100% SLA for power & network |⎫ |
|Top tier space & flexibility for long-term growth |⎫ |
|SAS 70 Type II Audited |⎫ |
|30 inch raised floors |⎫ |
|300 lbs/sq.ft. floor load |⎫ |
|Single tenant, single-story building |⎫ |
|Redundant HVAC with Liebert air handlers |⎫ |
|Each CRAC unit supported by independent roof mounted condenser |⎫ |
|Wind roof rating FM-90 |⎫ |
|Convenience amenities including wifi, conference room and lounge |⎫ |
|Complimentary keyboard/monitor carts onsite |⎫ |
|Power |
|Fully redundant, designed for high density applications |⎫ |
|11.1 MW of utility power with spare 3.75MW transformer on site |⎫ |
|Power-to-space ratio of 250 watts/sq.ft. |⎫ |
|N+1 power through 4 autonomous power plants |⎫ |
|Four (4) backup diesel generators on standby |⎫ |
|Generators tested bi-weekly and routinely run at full load |⎫ |
|Network |
|3 or more Tier 1 carriers for optimal reliability and performance |⎫ |
|Premium network with Internap FCP 5200 |⎫ |
|HSRP diverse connections |⎫ |
|True BGP with intelligent routing |⎫ |
|Multi-homed, carrier neutral |⎫ |
|DWDM connection to the INFOMART |⎫ |
|10 on-net providers with dual fiber entrances |⎫ |
|Premium and value network options |⎫ |
|Security |
|24x7x365 on-site personnel |⎫ |
|Bio-metric access |⎫ |
|Physical ID check |⎫ |
RFID Software to Upload to Database
fixed readers/RFID detection zones connect-to and transmit data via the Network to the Server
fixed readers export each RFID tag detected and/or name tag detected, including the location that is defined for the reader, (in the database), time and date
includes server/network 'RFID Listener' software to import, de-duplicate and structure the RFID data imported from fixed readers/detection zones
includes software that automatically updates RFID detections from USB connected RFID detectors, and automatically update database with the location of items = location defined for detector, without the User requiring or using application software/GUI
portable RFID/Bar Code readers exports each RFID tag detected, including User, each Location inventoried, all items inventoried at each location, time and date
no workstation software, such as Active Sync, is required for import of data from portable scanner(s)
supports single-scan and multi-scan RFID detectors, USB-connected scanners for Check IN and Check OUT
supports software applications developed-for and running on industry standard portable scanners, phones and/or tablets
RFID Infrastructure
RFID/Bar Code Portable Scanner
supports for UHF, HF, 1D bar codes and 2D bar codes
includes Windows CE 5.0 or more current operating system
is designed to detect tags up to approximately 20'
includes application software, including at minimum the following features:
--- define tasks and update task performance
--- ability to encode RFID chips
--- ability to commission to database native RFID chip #'s
--- ability for ad-hoc attenuation settings
--- drop-down list of locations/destinations, and support location bar code scans, to designate the location at which items are scanned
--- displays each folder assigned to the location being inventoried
--- highlights tags assigned to the location that are detected during the inventory
--- highlights all tags not assigned to the location that are detected during the inventory
--- allows User to select and/or de-select scans that are 'accepted' for database update
--- supports ad hoc addition of records
--- enables selection of destination and then read(s) of item(s) to change locations of item(s)
--- includes FIND feature that enables multiple ID #'s to be entered and items found with RFID
--- FIND feature includes audible, visible and numeric indicators of proximity to item
--- supports bar codes on shelves and on folders for exact location tracking
--- does not require Active Sync or other 3rd party software for database uploads from scanner
--- displays appropriate record descriptors each time a asset tag is detected
--- automatically updates records and locations on scanner when synced with asset database
--- automatically uploads reads to database when synced, with automatic database location updates
withstands 1.5 meter drop-to-concrete
waterproof and dustproof
RFID Doorway Detection-Zone
system supports RFID infrastructure at any location and/or choke-point, to passively track the movement of folders
reader includes Linux operating system
reader supports Ruby application software language
reader includes at least 4 inputs and 8 outputs, and specifically supports:
--- up to 4 antennas
--- at least 2 proximity sensors
--- light stack / alarm
--- camera/video
proximity sensors trigger reader to turn-on antennas for a defined # of seconds
antennas do not emit radio waves unless triggered by proximity sensors
each antenna has ability for individual attenuation
reader/antennas recognize both folder and people RFID ID #'s/tags
reader includes network connection and automatically update database with 'reads'/data
antennas have the ability to scan up to approximately 40' +
Desktop RFID/Bar Code Scanner
plug-in-play
supports 1D and 2D bar coding
supports UHF RFID
emulates keyboard and input scans to database
enables multiple items to be scanned 'all at once / as a batch'
enables scanning of assets being placed in storage and classified as IN repository
enables scanning of assets being assigned, or otherwise going into circulation, including the person or place to which the asset is being assigned/placed
RFID Distributed Office RFID Detection-Zone
supports reader and up to four antenna, with option for proximity sensors, as method of installation
each antenna, or clusters of antennas, is definable as discreet locations within the database, enabling up to 4 detection-points with a single RFID reader
supports reader/antenna as a stand-alone detection point method of installation
reader/antenna accepts attachment of second antenna; the combination can both be defined as a location, or, each can be assigned as s discreet location
RFID Component Specifications
File Folder, Document and Box Labels/Tags
Technology: UHF
Integrated Circuit: Higgs 3 or Monza 3 (or best available)
Standard: EPC Class 1 Gen 2 RFID tag, ISO 18000-6C RFID tag
Dimensions: multiple sizes available
Material: Special Ink-Absorbing Facestook and Permanent Adhesive
Reading Distance: Up to 40', depending on tag, reader/scanner and material onto which and position tag is placed
Bar Coding: Supports multiple symbologies, including 'Code 128' and 'Code 3of9'
Print Capabilities: Text, Bar Code, RFID, Primary Index Color-coding, Secondary Index Color-coding
Supported Printers: Ink Jet Printers
Software: System supports printing of variable data, text, bar code and color-coding on sheeted labels with RFID on the underside of each label.
Label Styles: Supports pre-printed or printable labels using sheet or roll printers
RFID Name Badge (detects people that are moving files and/or going through RFID read-zones)
Technology: UHF
Integrated Circuit: Higgs 3 (or best available)
Standard: EPC Class 1 Gen 2 RFID tag, ISO 18000-6C RFID tag
Dimensions: 85.60 x 53.98mm
Thickness: 0.84mm
Material: PVC, PET
Card Surface: Matte/ gloss finish
Housing: Lamination
Reading Distance: Up to 40'
Magnetic Stripe: 300oe, 2750oe, 4000oe
Numbering: Jet dot/ Thermo transfer/ Laser engrave
Bar Coding: Supports multiple symbologies
RFID Reader
Technology: UHF 902 MHz – 928 MHz
RoHS: EU 2002/95/EC compliant
Inputs/Outputs: 0-24VDC rail. 4 inputs. 8 outputs (500mA capacity)
Operating System: Linux
Application Software: Ruby (used to trigger alarm based on business rules)
Supported Tags: EPC Gen 2; ISO 18000-6c
Connectivity: Connects to Network and Auto-Uploads RFID data
LAN Protocols: TCP/IP, NTP, DNS, DHCP, SNMP
Communications: LAN TCPI/IP (RJ-45), RS-232 (DB-9 F)
Size: 8” x 8.3” x 1.8”
Weight: 4.4 lbs
Read Distance: Up to 40'
Device Support: Up to 4 antennas. Proximity Sensors. Alarm. Light Stack. Camera/Video
RFID Reader-Antenna
Technology: UHF 902 MHz – 928 MHz
Inputs/Outputs: 2 inputs, 2 outputs, TTL compatible
Connectivity: Connects to Network and Auto-Uploads RFID data
LAN Protocols: DHCP, TCP/IP, NTP
Communications: RS-232, TCP/IP
Power: 24 VDC via AC/DC Converter
RF Power: Max, 4 watts EIRP with Internal Antenna
Antennas: One internal, one external port with RTNC connector
Size: 9.13” x 9” x 2”
Weight: 2.2 lbs
Read Distance: Up to 40'
Software SKD's: Java and .Net API's
Device Support: Supports second antenna, to establish a single two-antenna RFID detection zone, or, two detection points per each of the antennas (internal and secondary)
RFID Antenna
Technology: UHF 915MHz
Radio Wave: Circular
Proximity Sensor-Q60 (establishes directionality; turns-on Reader which turns-on Antennas)
Design: One-piece, rugged sensor with advanced optical performance
Detection: Long-range adjustable field sensors
Sensing: Two-turn, logarithmic adjustment of sensing field cutoff point from 0.2 to 2m
Beam: Infrared, visible red LED or laser sensing beam options
Output: 10 to 30V dc and bipolar NPN/PNP outputs or 12 to 250V ac and 24 to 250V ac with e/m relay output
Light Stack/Alarm-LCE-302FBW RYG (visual confirmation RFID equipment is working and tags are detected)
Size: 40mm diameter
Input Voltage: AC/DC24V // - AC90-250V
Functions: Continuous, flashing. Alarm is optional.
Alarm: Selectable, single-tone, intermittent (slow or fast beep) alarm, 85dB (at 1m)
Voltage: Direct voltage control for DC24V, continuous and alarm functions
RFID Cabinet (typically one RFID Cabinet is used per-doorway/read-zone)
Construction: Heavy-duty metal with lock.
Functions: Houses Reader, power supply and wiring. Light stack/alarm mounting.
RFID Reader/Antenna USB Connected (used for commissioning RFID #'s to database and file transfers)
Technology: 850 MHz to 960 MHz
Size: 114.3 x 114.3 x 50.8 mm
Weight: 220 g
Connectivity: USB
Software: Optional Software to Auto-Upload RFID scans to Database via Workstation PC
USB RFID/Bar Code Scanner
Technology: 850 MHz to 960 MHz
Size: 8.5”H x 3.5”W x 6”D
Weight: 16.4 oz
Connectivity: USB
Software: Plug-in-Play supporting Bar Codes and UHF RFID
Portable RFID/Bar Code Reader (used to FIND files and to Inventory files)
Operating System: Windows CE 5.0
Network Connection: Ethernet or USB (available with batch/USB/Serial, bluetooth and WiFi)
Scanners: 1D bar code, 2D bar code, UHF, HF
Display: 3.5” QVGA with backlight, TFT-LCD, 256K Color (240W x 320L)
Keyboard: 24 + 1 Alphanumeric keypad, plus virtual keypad pop-up
Ruggedness: Concrete 1.5M Drop to Concrete, IP65 Sealing (Dust and Water proof)
Battery: 4400mAH Li-ion large capacity battery
Application Software: RFID inventory, RFID find-item and bar code location identifier
Portable Bar Code Scanner
Operating System: Windows Mobile 6.5
Network Connection: Batch/USB/Serial, Bluetooth and WiFi
Scanner: 1D and 2D bar codes
Display: Transflective color 3.5” full VGA with backlight, 640 x 480
Keyboard: Numeric; QWERTY; DSD; AZERTY; QWERTZ
Ruggedness: Multiple 4 ft. drops to concrete across the operating temperature range; meets and exceeds applicable MIL-STD 810G specifications. IP54 per applicable IEC sealing specifications
Battery: 150 Hours
Application Software: Bar Code Inventories, Location Tracking & Task List Management
Bar Code / RFID Printer
Printing Method: Thermal Direct and Thermal Transfer
Printhead: 4.0” (102 mm/812 dots)
Operator Interface: 32-Bit 150 MHz Processor
Memory: 4MB Flash, 16 MB SDRAM; Optional 16MB
Electronic Signature Pad
Sensor/Pen Technology: Tempered glass with tempered pen
Warranty/Ruggedness: 3 years, highly rugged
Connectiity and Security: USB, Serial, Ethernet
Biometric Resolution/Authentication: 377 pps, 410 ppi, SigAnalyze
LCD Type: STN, backlit option
Text Display: 258 characters per screen at 12pt.
Pen-tap Navigation: Yes – unlimited screens
Text Font and Size: Yes – unlimited fonts
Tablet Identification: Electronic model/serial
Viewing Contrast: Indoor/Outdoor Transflective
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