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HomeMy WebLinkAboutCYCOM Agreement.pdf• ·•:� .. . j ;( , AGREEMENT between The County of Fresno and CYCOM Data Systems, Incorporated NEW AGRMT# D-98-002 1 I Tableof Contents ^AGREEMENT ^1 Section 1 RESPONSIBILITIES OF COUNTY 2 Section 2 RESPONSIBILITIES OF CYCOM 3 sections LICENSE Section 4 MAINTENANCE AND SUPPORT Section S PAYMENT 6 Section 6 TERMINATION ... 7 Section? LIMtTATIONS ON CYCONTS OBLIGATIONS g Sections WARRANTY 8 Section 9SOURCE CODE RIGHTS ^ Section 10 NON-DISCLOSURE 9 Section 11 independent CONTRACTOR jj Section 12 I RISKOFLOSS j 12 Section 13 \trade SECRET,PATENT AND COPYRIGHT INDEMNIHCATION Section 14 INDEMNmCATION Section IS LIMITATION OF LIABILITY... 14 Section 16THIRDPARTY BENEHCIARIES j^ SecUonl? FORCE MAJURE 15 Section 18 I BINDING EFFECT;ASSIGNMENT...; 16 ? i; i' 1 i I Section 19 SERVABILITY .... 16 Section 20 LAWS;FORUM,ENFORCEMENT 17 Section 21 WAIVER 18 Section 22 USE OF NAME 18 Section 23 NOTICE 18 Section 24 TAXES 19 Section 25 AUDITS AND INSPECTIONS 19 Section 26 ENTIRE AGREEMENT 19 ATTACHMENT"A" 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 AGREEMENT AGREEMENT made this 17th day of November,1998,CYCOM Data Systems,Incorporated,a California corporation,with a principal place of business at a^141 W.Wilshire,Suite 114,Fulerton,California 92832,(hereinafter known as "CYCOM"),and the County of Fresno,a political subdivision of the State of California {hereinafter referred to as "COUNTY"). WHEREAS,CYCOM currently sells,licenses and otherwise provides to its customers existing County Law Case Management and Administrative Support system software,maintenance,systems analysis,and programming services for those products;and, WHEREAS,COUNTY is desirous of obtaining a County Law Case Management and Administrative Support system in order to improve the operation and efficiency of the Fresno County Counsel (hereinafter known as "COUNTY COUNSEL");and, WHEREAS,CYCOM represents that it has expertise in the area of installing,maintaining,modifying and enhancing its County Law Case Management and Administrative Support system (hereinafter Icnown as Product:")/and CYCOM is desirous of selling,licensing and otherwise providing certain software system,and programming services for the COUNTY to meet unique COUNTY COUNSEL needs,COWTY is thereby reasonably induced and does desire to engage CYCOM to provide its Product;and, WHEREAS,CYCOM is willing to provide to the COUNTY its Product, as aforesaid. -1- 1 2 3 A 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 NOW,therefore,rhe COUNTY and CYCOM,for good and valuable consideration,do herecy enter into this Agreement which shall specify the terms and conditions by which the COUNTY shall procure from CYCCM, its Product. Section 1 RESPONSIBILITIES OP COUNTY 1.1 COUNTY shall assign a Contract Administrator to ensure that COUNTY'S responsibilities under this Agreement are met, to coordinate appropriate schedules in connection with CYCOM's services hereunder,and to make any other arrangements which are necessary for CYCOM to perform its services hereunder. 1.2 Whenever requested by CYCOM,COUNTY shall assign at least one technically capable individual to assist CYC^in performing its services hereunder. 1.3 COUNTY shall provide a site for the installation of CYCOM's Product.The site shall include sufficient electrical capacity,provisions for one (1)phone line for CYC<a4 to access the COUNTY COUNSEL database server. 1.4 COUNTY shall test the system and notify CYCOl in writing, of COUNTY'S acceptance of system problems within thirty (30)days of written notice from CYCOM that the system is ready for testing. // // -2- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Section 2 RESPONSIBILITIES OP CYCOM 2.1 CYCOM shall supply and install all software as described in Attachment "A". Components of the system shall be installed in the designated offices of the COUHTY COUNSEL for the purpose of Case Management and Administrative Support,as agreed by both parties. 2.2 CYC^warrants that any Product furnished pursuant to this agreement shall support a four-digit year format and be able to accurately process date and time data from,into, and between the twentieth and twenty-first centuries,and the years 1999 and 2000,as well as leap year calculations. Product"shall include,without limitation,any piece or component of equipment,hardware,firmware,middleware, custom or commercial software,or internal components or subroutines therein.This warranty shall survive termination or expiration of this Agreement. 2.3 In the event of any decrease in Product functionality or accuracy related to time and/or date data related codes and/or internal subroutines that impede the Product from operating correctly using dates beyond December 31,1999, Vendor shall restore or repair the Product to the same level of functionality as warranted herein,so as to minimize interruption to COUNTY'S ongoing business process, time being of the essence. In the event that such warranty -3- 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 cor.?iiance requires rhe acquisition of additional programs, the expense for any such associated or additional acquisitions,which may be required,including,without limitation,data conversion tools,shall be borne exclusively by CYCOM.Nothing in this warranty shall be construed to limit any rights or remedies the County may otherwise have under this agreement with respect to defects other than Year 2000 performance. 2.4 otCOM Shall provide all training and documentation as described in Attachment "A". 2.5 CYCOM shall provide COUNTY a thirty (30)day test period before the system is put into production.CYCOM shall notify COUNTY in writing when the system is ready for testing.Upon written notification from COUNTY of system problems during testing,CYCOM shall fix such problems and allow COUNTY additional time to retest. Section 3 LICENSE 3.1 GRANT OF LICENSE -CYCOM hereby grants to COUNTY,and COUNTY hereby accepts from CYCCM,a perpetual, nonexclusive,nontransferable license to use the Product in accordance with the terms and conditions of this Agreement. COUNTY acknowledges and agrees that the Product is proprietary information and a trade secret of CYCCM and that this Agreement grants COUNTY no title to the rights of ownership in the Product. -4- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 3.2 .-'.s.STRICrio::s on use - county is authorized to use Product only for COUHTY's internal purposes and only on COUNTY'S computers.COUNTY agrees that it will not use,or permit the Product to be used,in any manner,whether directly or indirectly, that would enable COUNTY'S customers or any other person or entity to use the Product on other than COUNTY's Cosiputers. 3.3 DOCUMENTATION -CYCCM shall provide COUNTY with Product in machine-readable form together with a User Guide for each Product. 3.4 PROPRIETARY MARKINGS -COUNTY agrees not to remove or destroy any proprietary markings or confidential legends placed upon or contained within the Product or any related material or documentation. Section 4 MIUINTENANCE AND SUPPORT 4.1 MAINTENANCE AND SUPPORT -CYCOM will provide COUNTY with maintenance and support services for the Product as provided in Attachment "A"as follows: 4.1.1 CYCOM will provide such assistance as is necessary to cause the Product to perform in accordance with its current published specifications; 4.1.2 CYCOM will provide such improvements,enhancements, extensions,and other changes to the Product developed by CYCOM as are determined by CYCOM to be -5- 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 suitable to the uses made of the Product by COUNTY; and, 4.1.3 CYCOM will provide updates to the Product if and as required to cause it to operate under new versions or releases of the operating system(s)specified in Attachment "A"so long as such Updates are technically feasible. 4.2 RENEWAL -CYCOM's obligation to provide maintenance and support services,and COUNTY'S obligations to pay maintenance and support charges then in effect,shall be renewed automatically on July 1 of each year. Sootion 5 PAYMENT 5.1 SYSTEM COSTS -COUNTY shall pay CYCC»1 for the software, installation and training (hereinafter "SYSTEM COSTS") pursuant to page 11 of Attachment "A".in no event shall SYSTEM COSTS exceed $61,293.00.System Costs shall be payable as follows,and as described in Attachment "A"; 5.1.1 CDl -Upon Contract execution,20%Of the SYSTEM COSTS are due and payable; 5.1.2 CD2 -Upon completion of installation and training of all modules,40%of the SYSTEM COSTS are due and payable;and, 5.1.3 CD3 -Upon acceptance of the entire system by COUNTY in writing,40%of the SYSTEM COSTS are due and -6- 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 payable. 5.2 ANNUAL MAINTENANCE AND SUPPORT -CfflONTy shall pay CXCCW for annual naincenance and support services (hereinafter "SYSTEM [MAINTENANCE")pursuant to page 11 of Attachment "A".SYSTEM MAINTENANCE costs shall be due and payable on October 1 each year.CXCOM shall invoice COUNT*at least forty-five (45)days in advance,prior to October 1. SYSTEM MAINTENANCE costs shall be prorated the first year to cover the period beginning three (3)months after the acceptance of the system and ending September 30,1999. SYSTEM MAINTENANCE costs nay be changed by cyccw upon ninety (90)days advance written notice to COUNTY. 5.3 INVOICING -All Payments shall be due and payable within forty-five (45)days of COONTI's receipt of an invoice from CJtC®!.COONK's obligation to pay all accrued charges shall survive the termination of this Agreement. SACtion 6 TEBMIKATZOK 6.1 This Agreement may be terminated by either party upon thirty (30)days written notice. 6.2 Should there be an increase in annual SYSTEM MAINTENANCE charges,COUNTY may immediately terminate this Agreement by giving written notice of termination within fifteen (15) days of receipt of written notice from CYOGM of such increase. -7- 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 6'3 -..e following sections of this Agreerr.ent shall survive the -erminarion of this Agreement;(1)Section 3 (LICENSE)(2) section 3 (WARRANTY)(3)Section 9 (SOURCE CODE ESCROW)(4) Section .0 (NON-DISCLOSURE)(5)Section 13 (TRADE SECRET, PATENT .:.ND COPYRIGHT INDEMNIFICATION)(6)Section 14 (xNDEMNIFICATION)(7)Section 15 (LIMITATION OF LIABILITY). Section 7 LIMITATIONS ON CYCOM'S OBLIGATIONS 7.1 COUNTY understands and agrees that CYCOM may develop and market new or different computer programs which may use part or all of the Product and which may perform all or part of the functions performed by the Product.Nothing contained in this Agreement shall give COUNTY any rights to such new or different computer programs. Section 8 Warranty 8.1 Unless otherwise stated in Attachment "A",CYCCM hereby warrants that the Product,as delivered by CYCCM,is capable of operating in conformance with the Product's current published specifications and capability representations.Except as specifically provided in this section,CYCCM makes no warranties,either expressed or implied,as to any matter whatsoever,including,without limitation,the Product's merchantability or fitness for a particular purpose. -8- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Section 9 SOURCE CODE RIGHTS 9.1 When CYCOM ceiivers and COUNTY accepts the Product:covered by this Agreement,whether initial version or subsequent upgrade,CYCOM will deliver to COUNTY the Source Code for such Product.CYCOM will also deliver a list of third party software development compilers and libraries used to compile such Source Code.It is understood by COUNTY that such third party software is excluded from this Agreement. Delivery wil«be made on 3.5 inch computer diskettes unless otherwise agreed by both parties to this Agreement. 9.2 CYCOM grants to COUNTY an irrevocable/nonexclusive/paid- up license to use the Source Code for COUNTY internal purposes only.COUNTY agrees not to distribute,disclose, or otherwise make available the Source Code to any third party for any purpose.Any third party working on behalf of the COUNTY must execute a nondisclosure statement before being given access to the Source Code. Sttction 10 NON-DISCLOSURE 10.1 Each party covenants and agrees that it will not,at any time during,or one <1)year after the termination of this Agreement with each other,whatever may be the reason for such termination,reveal or make known to any person,firm, or corporation,any confidential information disclosed to -9- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 it by the other/relating to the business plans/ productresearch and development plans,customer relationships,supplier relationships,project and sales opportunities,proposals or bid strategies,corporate strategies,or any information which has been marked "Confidential"by the disclosing party,including,but not limited to,all information relating to CYCCW's systems and clients.This does not apply to disclosure of such information in prosecuting or defending a lawsuit, arbitration or other legal proceeding. 10.2 iNotwithstanding t.he fact that confidential information may be disclosed,it is understood and agreed that all such information shall remain the property of the disclosing party and no use shall be made of such information except as required by the terms of the business relationship between the parties in accordance with the instructions, and with the consent of the disclosing party. 10.3 Neither party shall copy, photograph, photocopy or in any other manner reproduce or cause reproduction to be made of any plans,specifications,formulae,instructions or any other document or information furnished to it without the express written permission of the other party.Neither party will disclose any verbal confidential information which may be communicated to it. 10.4 Notwithstanding anything to the contrary hereinbefore set -10- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 X5 16 17 18 19 20 21 22 23 24 25 -orth or implied,the obligations of non-use and maintenance of confidentiality shall not apply to any information which,at the time of disclosure, is part of the public domain or which,at the time of disclosure,is already known to the recipient thereof or its employees, subsequent to the time of the disclosure,becomes part of the public domain by reason of authorized publications,or is required to be disclosed pursuant to the California Public Records Act or any other applicable law. Section 11 HIDEPENDENT CONTRACTOR 11.1 In performance of the work,duties,and obligations assumed by CYCm under this Agreement,it is mutually understood and agreed that CYCOM,including any and all of C7C0M*s officers agents,and employees will, at all times,be acting and performing as an independent contractor,and shall act in an independent capacity and not as an officer, agent,servant,employee,joint venture,partner,or associate of the COUNTY.Furthermore,COONTY shall have no right to control or supervise or direct the manner or method by which CYCOM shall perform its work and function. However,COUNTY shall retain the right to administer this Agreement so as to verify that CYCOM is performing its obligations in accordance with the terms and conditions thereof.CYCOM and COUNTY shall comply with all applicable -11- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 IB 19 20 21 22 23 24 25 provisions of law and the rules and regulations,if any,cf governmental authorities having jurisdiction over natters the subject thereof. 11.2 Because of its status as an independent contractor,CYC^ shall have absolutely no right to employment rights and benefits available to COUNTY employees.CYCOM shall be solely liable and responsible for providing to,or on behalf of,its employees all legally-required employee benefits.In addition,CYCQM shall be solely responsible and save COUNTY harmless from all matters relating to payment of CYCOM*s employees,including compliance with Social Security,withholding,and all other regulations governing such matters.It is acknowledged that during the term of this Agreement,CYCOM may be providing services to others unrelated to the COUNTY or this Agreement. Sootion 12 RISK OF LOSS 12.1 COUNTY will not be responsible for risk of loss or damage to the product incurred on COUNTY'S premises prior to the acceptance of the Product by County,or for loss or damage to the Product incurred during shipping or caused by CYCCSf in the process of installation or maintenance. Sootion 13 TRADE SECRET,PATENT AND COPYRIGHT INDEMNIFICATION 13.1 CYCOd agrees to defend and indemnify COUNTY and to hold -12- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 COUNTY r.~rx:.Bss from any claim of trade secret,patent or copyrigr.-ir.zringement asserted against County by virtue of COUNTY'S use of the Product as delivered by CYCOM and maintained =n COUNTY'S computer and from all damages awarded agair.st COUNTY and from all reasonable expenses incurred by COUNTY as the result of any such claim; provided,however,that CYCOM is given prompt notice of any such claims and the right to control the direct investigation,preparation,defense and settlement of each such claim and further provided that COUNTY shall fully cooperate wmh CYCOM in connection with the foregoing. Should the Product as delivered by CYCCM become,or, in CYC^'s opinion, be likely to become,the subject of a claim of infringement of a trade secret,patent or copyright,CYCGM may,at its option and expense,either {1) procure for COUNTY the right to continue to use the Product as contemplated hereunder,or (2)replace or modify the Product and/or modify its use to make its use hereinunder non-infringing,CYCOM shall have no liability for any claim of trade secret,patent or copyright infringement based on COUNTY'S use or combination of the Product with products or data not supplied by CYCOM as part of the Product. Section 14 IMDEMNZFZCATION 14.1 CYCCM,agrees to indemnify,save, hold harmless,and at -13- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 COUNTY'S request,defend the COUNTY,i^s officers,agents, and employees from any and all costs and expenses,damages, liabilities,claims,including loss of COUNTY'S own assets and losses occurring or resulting to COUNTY in connection with the performance,or failure to perform,by CYCOM,its officers,agents,or employees under this Agreement, and from any and all cosrs and expenses,damages,liabilities, claims,and losses occurring or resulting to any person, firm or corporation who may be injured or damaged by the performance,or failure to perform,by CYCOM,its officers, agents,or employees under this Agreement. Soction 15 LIMITATION OF LIABILITY 15.1 MODIFICATION OF PRODUCT BY COUNTY -Any modification of the Product by COUNTY or any other failure by COUNTY to implement any Improvements or Updates to the product as supplied by CYCC3M shall void CYCOM'a maintenance and support obligations under Section 4,CYCOM's warranty under Section 8, and CYCOM's indemnity under Section 14 above, unless COUNTY has obtained prior written authorization from CYCOM permitting such modification or failure to implement. 15.2 LIMITATIONS ON CYCOM'S LIABILITY —Except as provided in Sections 13 and 14 above,CYCOM shall not be liable for any direct,indirect,special,consequential or any other damages arising out of COUNTY'S use of the Product or the marketing,delivery,installation,furnishing,maintaining -14- 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 or supporting by CYCOM.If,for any reason,any of the foregoing limitations of liability are voided or are not effective,COUNTY agrees that (except as provided in Section 15 above)CYCOM's liability for damages,if any, shall not exceed the charges paid to CYCOM by COTOiTY for use of the Product under rhis agreement. Section 16 THIRD PARTY BENEFICIARIES 16.1 Notwithstanding mutual recognition that use of the System under this Agreement may provide some aid or assistance to members of COUNTY COUNSEL'S population,it is not the intention of either the COUNTY or CYC^that such individuals occupy the position of intended third party beneficiaries of the obligations assumed by either party to this Agreement. Section 17 FORCE MAJEURE 17.1 Neither party shall be liable for any delay or failure in performance of this Agreement if caused by an act of God or any factor beyond the control of the parties,or as a result of a third party other than CYCOM or the COUNTY, including,but not limited to,failure of the other party to comply with its obligations and responsibilities hereunder or to provide materials or information specified herein,in any such event, the date for the party's -15- 2 3 4 5 6 7 8 9 10 H 12 13 14 15 16 17 18 19 20 21 22 23 24 25 // // perfcrntance shall be deferred for a period of time equal zo -ne ti.T.e lost by reason of such act of God or other factor beyond control of the party,provided that the delayed party shall notify the other party of such occurrence and snail cooperate with the other party in minimizing any adverse impact of such occurrence. Section 18 BINDING EFFECT;ASSIGNMENT 18.1 T.his Agreement shall inure to the benefit of,and shall be binding upon,all of the divisions, subsidiaries, affiliates and successors in interest of CYCOM and the COUNTY,except as limited hereinbelow. 18.2 Neither party may assign any aspect of this Agreement with the following exception: 18.2.1 Either party can assign this Agreement to a successor-in-interest which serves as a guarantor of performance and the obligations inherent thereto. Section 19 SEBVABILITY 19.1 If any part of this Agreement is found violative of any law or is found to be otherwise legally defective,this Agreement shall be construed and interpreted without reference to any such part. -16- 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Section 20 LAWS;FORUM,ENFORCEMENT 20.1 This Agreerjent shall be interpreted and construed in accordance vuth California State law and not the conflicts law of t..e State of California. All clauses,including "Whereas"and "Definitions", shall be given operative effect,wich the exceptions set forth in this Agreement. 20.2 The foruir.selected and specifically agreed to by the parties as the forum of convenience for any proceeding or suit in law or equity arising from or incident to this Agreement as between the parties hereto shall be located either in a state court in Fresno County,California or in the U.S.District Court for the Eastern District of California in Fresno,California. 20.3 In the event any proceeding or suit is instituted against the COUNTY wherein the COUNTY has the right to indemnification from CYCOM,or where there is a warranty flow-through from CYCOM to the COUNTY,or where strict liability is claimed,or where the claims involve joint tortfeasants or liability,or where issues of contribution or comparative negligence are involved,and jurisdiction and venue are properly set as against the COUNTY,CYCGM hereby waives any objections to such jurisdiction and venue in the event of the assertion of a third party,joinder or related claims by the COUNTY against CYCOM. -17- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Section 21 HAIVER 21.1 No term or provision hereof shall be deemed waived and no breach excused unless such waiver or consent shall be in writing and signed by the party claimed to have so waived or consented. Soction 22 USE OF NAME 22.1 CYCCai shall not use the name of the COUNTY in any advertising or publicity without in each instance obtaining the specific prior written consent of the COUNTY,and CYCC^ agrees that it will not issue any •news release in connection with either the award of this Agreement or any subsequent amendment to or effort under this Agreement, without first obtaining the prior review and approval of said news release from the COUNTY through the COUNTY'S Contract Administrator identified herein.The COUNTY will not unreasonably withhold this approval. Soction 23 NOTICE 23.1 Notice shall be given to the parties at their respective addresses herein below set forth unless another address has been given by any such party,by first class United States Mail, postage prepaid,unless the form and type of notice has been otherwise specified herein: -18- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 COUNTY OF FRESKO Computer Services Department 1020 S.Tenth Street Fresno,CA 93702 Section 24 CYCC»d DATA SYSTEMS,INC. P.O.BOX 92437 LONG BEACH,CA 90809-2437 TAXES 24.1 COUNTY shall be responsible for all sales and use taxes if any are required. Section 25 AUDITS AND INSPECTIONS 25.1 CYCCM shall at any time during business hours,and as often as the COUNTY nay deem necessary,make available to the COUNTY for examination,all of its records and data with respect to the matters covered by this Agreement.CYCCM shall,upon request by the COUNTY,permit the COUNTY to audit and inspect all of such records and data necessary to ensure CYCOU's compliance with the terms of this Agreement. 25.2 If this Agreement exceeds Ten Thousand and No/100 dollars ($10,000.00),CYCOM shall be subject to the examination and audit of the Auditor General for a period of three (3) years after final payment under contract (Government Code Section 8546.7). Section 26 Entire Agretti&eni; 26.1 This Agreement constitutes the entire understanding of the parties hereto and supersedes any and all prior or contemporaneous representations or Agreements,whether -19- 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 // // // // // // // // // // // // // // // // // // // // // // Wr^vten cr oral,between the parties,and cannot be changed or modified unless in a writing signed by ail parties hereto. -20- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 WHEREFORE,IN WITirssS HEREOF,the parties have caused this Agreement to be executed and do each hereby warrant and represent that their respective signatory whose signature appears below has been and is on the date of such signature duly authorized by all necessary and appropriate corporate and public action to execute this Agreement. COUNTY OF FRESNO JUAN ARAMBULA —ISI ^...By: CHAIR1-: Date:mcWl398 SUPERVISORS APPROVED A3 TO LEGAL FORM: PHILLIP S.CRONIN,County Counsel REVIEWED AND RECOI4MENDE^y^OR APPROVAL: Leyden L.Hahn,Assist^^CAO Computer Services Department By: CYCOM DATA SYSTEMS, INCORPORATED By;^ Title:/"»««,rfafcT- Date: By: Title; Date; ^^003^fZi APPROVED AS TO ACCOUNTING FORM: GARY W.PETERSON Auditor-Controller/Treasurer-Tax Collector For Accounting Use Only tarnDuUyel:Unit No.:0710 Account No.:7932 Requi.sition No.; Fund:0001 Subclass:10000 Program:0 -21- ATTACHMENT "A" PROPOSAL TO THE County of Fresno To Install The CountyL0UNTY1_/AW Case Management and Administrative Support System CYCOM Data Systems,Inc. June 19,1998 CountyLaw Case Management and Administrative Support System OVERVIEW Cycom is proposing to implement CountyLaw for the County of Fresno. The CountyLaw Case Management and Administrative Support System was created specificaUy to meet the unique needs of the local government law department.The system was first installed in 1985 -it is now installed nationwide.The system has been contmually maintained and enhanced since initial installation. CountyUw is acomprehensive system that has withstood the demands of awide variety of local government law departments. The system provides asolution to managing the expanding workload of the law department In Its entirety,the system: o Monitors Uwsuits,Case Calendars and Case Stams.Provides ready access to basic case mfoi^tion,case status,involved parties,opposing attorneys,calendar,and financial information.Automatically generates case calendar entries based on flexible user definitions. o Manages and Tracks Requests for Legal Services (general assignments)submitted by chent departments.Provides easy reference to work in progress,as well as con^leted work. o Produces Case Calendars,dockets,case logs,and master staff calendars. 0 Inter-relates Liability Claims and Lawsuits and provides information by cause and department. o Captures and tracks costs for contract counsel,departmental staff,general expenses, settlements,and awards.i o Identifies and Locates Files,Documents and Attorney Work Product. o Responds to the Organizational Structure,management and political environment umque to local government. providing systems and services to local government law June 19.1998 CYCOM Data Systems.Inc. A.CountyLaw Modules CountyLaw is comprised of avariety of integrated modules.Three basic modules.Litigation Case Management,Advisory Assignment Management,and File Management,are proposed forthe County of Fresno.These are described below. Litigation Case Management focuses on tracking lawsuits,providing information |on closed lawsuits,and reporting for admmistrative and risk management purposes.Case ^information captured here forms the base of information used to maintain case and staff calendars,prepare reports,and monitor financial information for each case. Litigation Case Management manages the comprehensive information related to each case.It also integrates mformation from other modules such as Time Accounting.In summary,Ae system: =>Monitors Lawsuits,Case Calendars and Case Status.Provides ready access to basic case information,case status,involved parties,opposing attorneys,calendar,and • financial information. Directly interfaces with word processmg.This capability also directly associates each document to the matter and provides for easy retrieval and modification of related documents. Maintams a Document List with access to all related Files,Documents,and other Attorney Work Product. =>Produces Case Calendars,dockets,case logs,and master sta£f calendars. =>Captures and tracks costs for contract counsel,departmental staff,general expenses, settlements,and awards. =>Provides flexible management information for reports. One of the major features of the system is its ability to retrieve case information quickly sad easily.The System provides immediate case access by file number,court number,case name, party,and witness.Search criteria can be combined to retrieve data based on fields such as department,location,or a date range.The results ofthe search may be displayed on the screen,or printed inthe form ofalistor report. Once a case been selected,basic case data is displayed and detail information on the case is readily available.Infoimation regarding a case is readily available at the touch ofa key or click of the mouse. This includes: Parties Calendar Costs Loss Reserve File Location June 19.1998 CYCOM Data Systems.Inc. Witnesses GeneralExpenses Prayer Amount Attorney Notes Documents CaseDescription Contract Counsel Settlements Disposition Page 2 Advisory Assignment Management manages and tracks requests for legal services (general assignments)submitted by client departments or generated within the law department.It provides easy reference to work in progress,as weU as,completed work. The module provides staff calendars,workload statistics,and access to work product.| Documents associated with each assignment are tracked and easily accessed. The task of processing and tracking requests for legal services through the assignment and completion process is greatly reduced.Work progress,status,and workload distribution canbemonitoredusingstatisticalinfonnationandreportsgeneratedbytheAssignmentmod^e. The Assipment module manages the comprehensive information related to each project or work assignment.It also integrates information from other modules such as Contract Management and Time Accounting.In summary,the system: Monitors assignments received,completed and in-process. =»Provides ready access to work assignment information,contacts,and assigiunent status. =>Integrates with system calendar to provide both individual and master staffcalendars, o Captures costs associated with the assignment. =>Identifies and Locates Files,Documents,and Attorney Work Product. ^Provides flexible management information for reports. o Directiy interfaces with word processing for document generation capabilities.This capability also directly associates each document to the matter and provides for easy retrieval and modification of related documents. Assignments and assignment status can be quickly located by attorney assigned,department, requester,subject,or any word or element ofthe assigrmient description.Departmental questions regarding work assigimient status can be quickly answered. Information available to manage assignments includes: =>Assignments Received,Completed and In-process by type and attorney. =>Open assignments older than 15,30,60,and 90 days by attomey, =>Average days to completion by type ofassignment and attomey. =>Assignments Received,Completed,and In-process by department During tiie implementation process,other reporting needs will be identified and added to tiie system based on specific needs ofthe Department. June 19.1996 CYCOM Data Systems.Inc.^ File Management provides easy identification and retrieval of departmental files and attorney work product. File MMagement provides adirect interface with other modules of the system providing a convenient means to relate litigation and advisory matters to a file by reference.'This provides ready location and access to information without additional data entry. Ready availability of information from existing files contributes significantly to the efficiency of many tasks.File Management provides the ability to identify and locate information thus encouraging its use.The time invested in searching for information is reduced -increasing the probability that the information desired will be identified and located. A general description ofeach file is contained in each record.Entries into File Management may be made by original entry or attaching information from other modi^es such as Litigation or Assignments.Each record contains identifying and descriptive information regarding the document or file.Specifically: Topic Subject File Tide FileNumber File Date ReviewDate File Type Source File Location Description File Management then provides retrieval techniques to locate all files regarding a pajticulM topic.Searches can readily combine multiple criteria.Selected files may be printed ina variety of formats. File Requests:As an installation option,a user may print a Request for a file remotely so that a records clerk can retrieve the file.File requests may be made by users as retrieval results are viewed.These file requests ate printed and may also be viewed on the screen by the records section staff.The system also provides a general request screen where the^uester can outline the parameters of the file(s)needed for aspecific search by the records Lo^tionControl:File Management tracks the physical location of tfie file while maintaining a record ofthe permanently assigned location.The "Out Location"is stored in Ae record as the temporary location of the file.It does not impact permanent location mformation.This feature replaces the "Out Card"used in many manual file control procedures. June 19.1398 CYCOM Data Systems.Inc.^ B.Technical Issues Development Language Cycom Data System s software products have been designed to take advantage of some of the most ^yanced technology available.CountyUw has been created using Borland's Delphi Client/SeiverSuite,which is anative code compiler based on the Object Pascal language.In addition to being the fastest growing object oriented Rapid Application Development (RAD)tool,Delphi Client/Server performance access to many popular database platforms including Interbase,Oracle, SYBASE,Informix,Microsoft SQL Server,and DB2. Desktop Requirements Aminimum of 90 MHz Pentium processors,or equivalent,with 16 megabytes memory running WmdowsNTor Windows 95 isassumed. Network SupportThesystemiscompatiblewithmostnetworkoperatingsystemsincluding:Novell and NT Server. Client/server Implementation AClient/server implementation is required.Either SyBase SQL Anywhere or Microsoft SQL Server. Dial-up AccessDial-up ^ess is required for software maintenance and user support.We use pcAnywhere communications software (Windows Version)for this purpose and ask that a copy be purchased for thePCto which the modem will be attached. June 19.1998 CYCOM Data Systems.Inc.® C Cycom Qualifications Cycom Data Systems,Inc.was incoqjorated as a closely held California Corporation in 1984.The major business of the Company is providing systems and consulting services to local government,particularly to city and county law departments.The Lidgation Case Management and Administrative Support System was first implemented in 1984 for the City of Long Beach California,and has subsequendy been installed in law departments nationwide.The System has been actively supported and enhanced since thefirst installation. Municipal law depanment clients using the System range in staff size up to three- hundred [City and County of San Francisco].Over the years,Cycom has established and maintained a verifiable track record in local government law departments. Cycom provides integrated systems supporting: Civil Litigation Case Management. Municipal Advisory Work Assignments. =>Prosecution Case Processing and Management. =:>Fileand Document Management. =>Payments,Reserves and Liability Tracking. Legislative History Tracking for County Council Agendas and Actions. =>Code Enforcement and Complaint Processing and Tracking. Key Personnel Don McGregor-President Mr.McGregor has over 20 years experience with local govermnent and local government information systems.With a background in large mainframe systems, coupled with years of experience in the development ofPC based systems,Mr. McGregor brings organizational,management,and technical skills to the company. As the architect of the system,he has demonstrated abilities to assess and meet the needs ofthe municipal attorney's office. Scott A.Minty -Operations Manager Mr.Minty is responsible for overall coordination of development,installation, traimng,and system application.He has extensive experience in computer systems and their application in the law department.He has been responsible for a wide variety of CountyLaw implementation projects nationwide. June 19.1998^" CYCOM Data Systems.Inc.® James E.Fouste -Chief Legal Counsel Mr.Fouste is chief legal consultant.Mr.Fouste is a member of the California Stote Bar and maintains a private practice in Costa Mesa,California.He received his Juris Doctorate in 1977 and was granted a lifetime teaching credential by the Board of Governors of the California Community Colleges in 1978.With over 15 years experience teaching college level courses,he blends legal skills and teaching experience to enhance the understanding and use of the System. Brian Barlows -Technical Operations Mr.Barlows is responsible for technical systems development.In addition to project management,he provides invaluable knowledge and skill developed from over fi^n years of experience in the development and implementation of both PC and mainframe systems.Computer language experience includes:Assembler, BASIC,C,Delphi,COBOL,FORTRAN,PL/I,Pascal,and Clipper. June 19.1998 — CYCOM Data Systems.Inc.^ D.Implementation and System Cost Installation Overview toplementation begins with identifying the unique needs and objectives of the office.Prior to unplemencation,we will meet with you to discuss current office procedures and the impact of system implementation.Usmg this information,the Cycom implementation will strucmre system features and work with you to define how the system will be used in your department. The system is then implemented in your environment by experienced Cycom personnel. Training is provided at your site,using your version of the system.Training is design^to address the differem needs of departmental staff and their use of the system. The implementation consists of three major steps: Pre-installation Activities to understand the distinctive characteristics and operational environment of the office and then customize system features apH prepare an implementation plan. System Installation and Staff Training and initial system use and operation. FoUow-up,additional training,and assistance with system use and features. PrE-INSTALLATION ACTIVmES !•Pre-installation Analysis A pre-installation survey and analysis is first completed to: Define procedural and work assignment changes that will result from system inq>lementation.This also identifies the level and type of training to be given to differentstaffgroups. =>Identify and categorize system codes and their relation to existing user codes. ^Identify and adapt to the hardware configuration and operating environment. These objectives are accomplished through a combination ofquestionnaire style requests for information and on-site work sessions.The result is a document oudining the custom installation features,enhancements,and expansions to be made to the basic system. 2.D^onstration System Implementation taplementing a demonstration version of the basic system during the pre- implemeniation process: =>Establishes and proves working directories,drive mappings. Proves network communications and client/server access. June 19.1998 "T CYCOM Data Systems.Inc. The demonstration version of the system also provides an important tool for pre- installation work sessions. System Installation and Staff Training 1.Installation and Testing Instellation and testing of the system entails placing the system in the live production environment.Included is inteil^cing with the appropriate operating environment. 2. Staff Training Training is conducted on-site by Cycom staff.Trainmg is scheduled considering the day-to-day operations of your Department. There are three basic levels oftraining.Personnel to be trained at each level are identified during the pre-implementation process. Level 1Training addresses the goals of system implementation.This includes an overview of system design,integration,and use. Level 2Training provides detailed training for each module of the system.At this level,hands-on traming and experience is given to small work groups. Level 3Training provides training for overaU system management functions such as the maintenance of code tables and the use of telecommunication support services. 3.Productive System Use Once training is complete,live system use should begin immediately.Cycom personnel will be available on-site for ad hoc training and assistance during system start-up. Implementation Follow-up Once the system has been in operation for a period of time,an implementation follow- up process will: Provide any special traming required based on the experience gained during initial operation. Identify desired future system enhancements and expansions. June 19.1998 ———— CYCOM Data Systems.Inc.9 Software Support and Maintenance Software support and maintenance will be provided through telephone consultation and telecommumcationsuppon.Adial-up line to a network attached workstation must be available when needed. Softwaresupport covers: Any CountyLaw softwarefailure. Assistance in the recovery from user errors. Assistance in the recovery from the impact of hardware or operating system failures. General questions regarding the use of Cycom installed software. System cost System cost is shown on the following page.The proposed payment schedule is: Contract Execution 20%$9,990.00 Installation and Training (all modules)40%19,980.00 System Acceptance (all modules)40%19.980.00 49,950.00 System Maintenance charges take effect three months after System Acceptance. June IS.1998 CYCOM DataSystems. Inc. Page 10 Software Support AND Maintenance Software support and maintenance will be provided through telephone consultation and telecommunication support.A dial-up line to a network attached workstation must be available when needed. Software support covers: Any CountyLaw software failure. Assistance inthe recovery from user errors. Assistance in the recovery from the impact ofhardware or operating system failures. General questions regarding the use of Cycom installed software. System cost System cost is shown on the following page.The proposed payment schedule is: Contract Execution 20% Installation and Training (each module)40% System Acceptance (each module)40% System Maintenance charges take effect three months after System Acceptance of each module.These may be combined and prorated to a period ofthe County's choice. June 19.1998 ^— CYCOM Data Systems.Inc. CountyLaw Support System General System Overview &Tialnlng System Modules.Functions,Integration System Navigation.Global Operations, (Word Processing,Time Entry) Work Environment Auxiliary Training Litigation General User Key Personnel Assignments General User Key Personnel File IManagement General User Key Personnel Total June 19.1998 CYCOM DataSystems.Inc. Custom Class Number Class Installation Hours of Classes Cost 4 4 $2,330 4 4 $2,330' 16 1 $1,330 $16,800 4 2 $1,000 4 1 580 $15,800 2 4 $1,160 4 1 580 $6,700 2 1 $420 8 1 920 Annual $49,950 Page 11 $3,120 $2,980 $1,370 $7,470 FRESNO COUNTY INFORMATION TECHNOLOGY SERVICES BUDGET SYSTEM BY ORGANIZATION/CATEGORY 04/21/2011 Run 1 2012 Budget Year ORG:07100000 County Counsel Account:7296-Data Processina 0001 CONVERGENT COMMUNICATIONS SERVICES ' Cost Center Rate Units Multiplier Appropriation 332 I-Net Line Charges $16.3354 Per Device 42.00 12 i $8,233 333 I-Net Logon $4.5143 Per Logon Id 29.00 12 $1,571 Application Subtotal $9,804 2600 COUNTY LAW SYSTEM Cost Center Rate Units Multiplier Appropriation 325 Application Hosting $241.1986 Per Equiv 1.00 12 1 $2,894 331 Info Storage &Admin $10.4628 Per Gigabyte 0.80 12 $101 500 Labor $67.6764 Per Hour 0.10 144 $975 505 Database Labor $67.6764 0.62 144 $6,042 Application Subtotal $10,012 9700 ENTERPRISE CHARGES Cost Center Rate Units Multiplier Appropriation Oil i^S Enterprise License $170.76 Per PC 34.00 1 ! $5,806 320 LAN Admin-County $40.1772 Per Device 42.00 12 $20,249 323 Equipment Administration $28,486 Per Device 42.00 12 $14,357 340 Enterprise Base $37.2498 Per Logon Id 27.00 12 $12,069 Application Subtotal $52,481 9715 Equipment Cost Cost Center Rate Units Multiplier Appropriation 006 PC Rental $17.07 Per PC 34.00 12 '$6,965 Application Subtotal $6,965 9745 HOME DRIVE STORAGE Cost Center Rate Units Multiplier Appropriation 322 HIPAA Compliant $73.5313 Per Gigabyte 0.09 12 ! $82 331 Info Storage &Admin $10.4628 Per Gigabyte 75.15 12 $9,435 Application Subtotal $9,517 9755 EMAIL STORAGE Cost Center 331 Info Storage &Admin Rate $10.4628 Per Gigabyte Units Multiplier 8.16 12 Application Subtotal ORG:07100000 Totals: Appropriation $1,025 $1,025 ^89.803 Page 1 of 1