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Department of Purchasing & Supply Management Virtual Contract Files The Demise of Misplaced Contracts DArcy Roper Chief, Systems & Customer Service April 27, 2005
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The Problem: Paper Contract Files 5 contract folders = 8 + inches
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The Problem: File Cabinets Everywhere 3000 contract files stored in costly office space
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The Problem: Warehouse is full 14,000 files archived in a warehouse for minimum of 5 years
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The Solution: Virtual Contract Files (VCF) Imaging & Document Management Technology – Client Server system - LaserFiche Digital Files: –All documents that comprise a contract –Key source selection documents Stored as: – a TIF (Image) – 100% OCR text
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VCF Demo Current Solicitations Current Solicitation - Fairfax County, Virginia Contract Register http://www.fairfaxcounty.gov/cregister/ Virtual Contract Files http://166.94.9.180/weblink/index.asp?login=1
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VCF – A Day Forward Solution Replacing the 17,000 files via Attrition Slowly eliminating cabinets, boxes, labor, storage footprint Estimated savings annual savings $74,000
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What Software did we buy? LaserFiche Group Pack – 25 users –Retrieval Pack – 100 concurrent users –WebLink –Audit Trail –Snapshot –E-Mail MS SQL Server
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What Hardware did we buy? Two Servers –Group Pack: Dell Power Edge 2500 –WebLink: Dell PowerApp.web 120 One Workstation –Dell Precision 220, Mini Tower Nine Scanners –One Fujitsu: M4097D Duplex 50 ppm –Eight Fujitsu: fi4120C Duplex 25 ppm
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What Services did we buy? Consulting –System Design & Implementation Training System Enhancements –Auto Import –Contract Register Interface –Hyperlink Creator –Automated VCF Folder Creation
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What did we spend? Total cost just under $ 125K Spread over 3 years
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VCF Requirements Each contract must have a VCF Folder Contract Number must be Accurate Contract Folders Structure must be Identical All Contract Documents must share a common index card
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VCF Contract Folders Purchasing software application creates a VCF Contract Folder for each new contract numbered issued.
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VCF Contract File Structure Every folder is assigned a template with the same tabs (or document types).
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Contract Folders Indexed Too Each folder and document type is automatically indexed when it is created.
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VCF Limitation Retain Original Wet Signature Documents –Disclosure Statements –Offer –Acceptance –Insurance Certificates & Bond Documents –Amendments
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VCF Benefits File Security Disaster Recovery Accessible 24 x 7 Standard File Structure Decreased Document Requests FOIA & Disclosure Responses Simplified Better Process Discipline
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