This document is a proposal submitted in response to an RFP for a District Attorney Case Management System. It provides an overview of CIBER and its Law and Justice Group, which has extensive experience providing justice solutions to over 800 agencies. It also describes CIBER's established CRMES case management application, which tracks cases, automates document production, and offers functionality for prosecutors. The proposal outlines CIBER's approach, including a project methodology, timeline, and training and support plans. It expresses CIBER's commitment to delivering a customized solution meeting the client's requirements.
This document is a proposal submitted in response to an RFP for a District Attorney Case Management System. It provides an overview of CIBER and its Law and Justice Group, which has extensive experience providing justice solutions to over 800 agencies. It also describes CIBER's established CRMES case management application, which tracks cases, automates document production, and offers functionality for prosecutors. The proposal outlines CIBER's approach, including a project methodology, timeline, and training and support plans. It expresses CIBER's commitment to delivering a customized solution meeting the client's requirements.
This document is a proposal submitted in response to an RFP for a District Attorney Case Management System. It provides an overview of CIBER and its Law and Justice Group, which has extensive experience providing justice solutions to over 800 agencies. It also describes CIBER's established CRMES case management application, which tracks cases, automates document production, and offers functionality for prosecutors. The proposal outlines CIBER's approach, including a project methodology, timeline, and training and support plans. It expresses CIBER's commitment to delivering a customized solution meeting the client's requirements.
Table of Contents EXECUT!E SUMMAR"##################################################################################################################$ C%ER&s 'a( an) *+stice ,ro+p########################################################################################### $ *+stice (or- in Ca.i/ornia###################################################################################################### 0 CRMES############################################################################################################################### 0 ntegrate) 1or-/.o( Management######################################################################################## 2 nter/ace E3pertise################################################################################################################ 2 De)icate) CRMES S+pport################################################################################################# 2 An Economica. So.+tion######################################################################################################## 2 Commitment to S+ccess####################################################################################################### 4 5!ER!E1 5F CRMES#6ET#######################################################################################################8 CRMES#6ET ,enera. F+nctiona.ity#####################################################################################8 CRMES#6ET 7ey Feat+res an) F+nctiona.ity####################################################################80 FU6CT56A' RE9UREME6TS######################################################################################################:; PR5*ECT APPR5AC<##################################################################################################################40 Pro=ect 'i/ecyc.e Met>o)o.ogy 5?er?ie(############################################################################40 San *oa@+in Co+nty CRMES Pro=ect 'i/ecyc.e##################################################################40 Pro=ect Scope##################################################################################################################### 8: Pro=ect Sc>e)+.e################################################################################################################ 83 Pro=ect Con/ig+ration Management#################################################################################### 84 Pro=ect Tec>nica. En?ironment############################################################################################ 88 nitia. Pro=ect Ris- Assessment########################################################################################### 8; Pro=ect 5rganiAation########################################################################################################### ;: C%ER ResponsiBi.ities####################################################################################################### ;: C.ient Ro.es an) ResponsiBi.ities######################################################################################## ;3 Pro=ect Management Approac>########################################################################################### ;0 TRA66, P'A6########################################################################################################################80: CRMES A)ministrator Training######################################################################################## 80: En)-User Training############################################################################################################# 80$ MA6TE6A6CE A6D SUPP5RT P'A6##########################################################################################800 <e.p Des- S+pport############################################################################################################ 802 Pro)+ct Upgra)esC Patc>esC Fi3es an) En>ancements####################################################804 EXCEPT56S############################################################################################################################808 E3ceptions an) C.ari/ications############################################################################################ 808 REFERE6CES###########################################################################################################################880 ADDT56A' SER!CES##############################################################################################################882 Sec+rity Assessment Ser?ices########################################################################################## 882 ATTAC<ME6T AD SC<EDU'E 5F PR5*ECT DE'!ERA%'ES###########################################################88; ATTAC<ME6T %D 56'6E PR5*ECT MA6A,EME6T E6!R56ME6T##############################################8:3 ATTAC<ME6T CD C%ER C<A6,E RE9UEST F5RM###################################################################8:8 ATTAC<ME6T DD C%ER DE'!ER" ACCEPTA6CE F5RM############################################################8:; ATTAC<ME6T ED CRMES 'CE6SE A6D MA6TE6A6CE TERMS E C56DT56S##########################830 ATTAC<ME6T FD S,6ED AME6DME6TS#####################################################################################838 ATTAC<ME6T ,D DE6TFCAT56 S<EET##################################################################################83: ATTAC<ME6T <D 1-;##############################################################################################################833 Marc> :8C :008 $ Proposal - Response to RFP #08-03 District Attorney Case Management System ATTAC<ME6T D 'CE6SES F CERTFCAT56S AS RE9URED#######################################################83$ Marc> :8C :008 0 Proposal - Response to RFP #08-03 District Attorney Case Management System Executive Summary 5n Be>a./ o/ t>e operationa. +nit responsiB.e /or t>is pro=ectC C%ER State an) 'oca. ,o?ernmentC (e are p.ease) to s+Bmit t>is proposa. in response to t>e District Attorney Case Management System Re@+est /or Proposa. RFP #08-03# C%ER State an) 'oca. ,o?ernment is a :C000-person )i?ision o//ering a s+ite o/ state-o/-t>e-art pro)+cts an) specia.iAe) cons+.ting ser?ices to state an) .oca. agencies# 1it>in t>e State an) 'oca. ,o?ernment organiAationC C%ER&s 'a( E *+stice So.+tions gro+p is a nationa..y-recogniAe) pro?i)er o/ =+stice so.+tions to >+n)re)s o/ =+stice agencies nation(i)eC inc.+)ing specia.iAe) cons+.ting ser?icesC integrate) *+)icia. n/ormation Management so.+tionsC porta.sC an) /+.. /eat+re) =+)icia. an) attorney case management so.+tions# C%ERC nc# is a .ea)ing internationa.C e-B+siness integratorC pro?i)ing T ser?ices /or nternet strategy an) )e?e.opmentC comp.ete .i/e cyc.e system integration G/rom c+stomer @+otation t>ro+g> cas> co..ectionHC (it> s+perior ?a.+e-price) ser?ices /or Bot> pri?ate an) go?ernment sector c+stomers# C%ERIs ser?ices are o//ere) on a pro=ect or strategic sta//ing BasisC in Bot> c+stom an) pac-age en?ironmentsC an) across a.. tec>no.ogy p.at/ormsC operating systems an) in/rastr+ct+res# Since 8;4$C C%ER >as earne) a rep+tation as a +ni@+e /irm in a /ast-pace) mar-etp.ace# C%ER co..aBorates (it> c+stomers to consistent.y an) cost-e//ecti?e.y p.anC e3ec+te an) )e.i?er >ig>-@+a.ity ser?ices an) res+.ts# C%ER&s cons+.tants are seasone) pro/essiona.s (>o B+i.) .ong-termC tr+ste) re.ations>ips an) Bring a >ig> .e?e. o/ energyC integrityC e3perienceC an) ?a.+e to c+stomer (or-# n a))itionC C%ER >as strong partners>ips (it> Best-in-c.ass tec>no.ogy ?en)orsC enaB.ing C%ER to remain oB=ecti?e (>i.e (or-ing (it> c+stomers to )etermine t>e most appropriate >ar)(areC so/t(areC an) ser?ices to meet t>eir B+siness re@+irements# C%ER&s s+perior c+stomer care an) t>e )ept> an) Brea)t> o/ ser?ices >a?e res+.te) in signi/icant repeat B+siness (it> c+stomersC co..aBorating (it> t>em to ma-e optima. +se o/ tec>no.ogy to)ay (>i.e p.anning /or t>e /+t+re# More t>an :C000 c+stomers - inc.+)ing mi)- mar-et .ea)ers an) many o/ t>e Fort+ne 000 - re.y on C%ER&s e3pertise to .e?erage t>eir in?estment in tec>no.ogy an) g+i)e t>em into t>e g.oBa. )igita. economy# CIBERs Law and Justice Group C%ER&s 'a( an) *+stice ,ro+p is a .ea)ing pro?i)er o/ in/ormation tec>no.ogy pro/essiona. ser?ices an) so.+tions to =+stice agencies# ts primary /+nction is to pro?i)e so/t(are an) ser?ices to p+B.ic attorneys# 1e >a?e a .ong >istory in t>is /ie.)J t>e )i?ision >as pro?i)e) a+tomation pro)+cts an) ser?ices /or /e)era.C stateC an) .oca. go?ernment since 8;28# 5+r c+stomers inc.+)e go?ernment attorneysC co+rtsC =ai.sC an) in?estigati?e agencies# 5+r ser?ices co?er e?ery aspect o/ in/ormation tec>no.ogyD imp.ementation o/ C5TS Go//-t>e-s>e./H case management systemsC c+stom )e?e.opment o/ systemsC so/t(are an) >ar)(are s+pportC trainingC strategic p.anningC an) *+stice ntegration# C%ER is a .ea)ing so.+tion pro?i)er o/ Best o/ Bree) an) open stan)ar)s-Base) tec>no.ogies in .a( an) =+sticeC pro?i)ing so.+tions to o?er 8:0 =+stice agencies nation(i)e inc.+)ing se?era. Marc> :8C :008 $ Proposal - Response to RFP #08-03 District Attorney Case Management System state-(i)e .a( an) =+stice so.+tions /or A.as-aC !ermontC MississippiC an) 'o+isianaC an) /or many .arge metropo.itan areas s+c> as C>icago an) San *ose# C%ERIs 'a( an) *+stice ,ro+p pro?i)e /.e3iB.e case management so.+tions /or prosec+ting attorneys# 5+r estaB.is>e) an) respecte) app.icationC CRMES GCase Recor)s Management an) E3c>ange SystemHC (as origina..y )e?e.ope) in 8;;8# CRMES is no( insta..e) in o?er 8:0 c+stomer o//ices /rom coast to coast# T>e app.ication trac-s cases an) in?estigationsC a+tomates t>e pro)+ction o/ )oc+ments an) reportsC pro?i)es ca.en)aring too.sC an) o//ers a /+.. range o/ /+nctiona.ity necessary to go?ernment attorneys# 1e are a.so aB.e to tai.or t>e pro)+ct to meet c.ient&s .oca. practices an) pre/erences an) to meet +ni@+e B+siness processes o/ eac> o/ o+r c+stomers as necessary# T>e 'a( an) *+stice ,ro+p consists o/ o?er 40 emp.oyees inc.+)ing attorneysC ana.ystsC programmersC )ataBase engineersC comm+nications specia.istsC pro=ect managersC trainersC an) so/t(are s+pport personne.# Most o/ o+r sta// >as more t>an /i?e years o/ e3perience (or-ing speci/ica..y (it> prosec+ting attorneys# 5+r pro=ect managersC B+siness ana.ystsC programmersC an) c+stomer s+pport team are a.. ?ery /ami.iar (it> t>e B+siness processes o/ go?ernment attorneys an) are (e.. ac@+ainte) (it> t>e c>a..enges an) )eman)s /acing prosec+tors# Justice work in California C%ER&s 'a( an) *+stice ,ro+p is +ni@+e.y sit+ate) to accomp.is> t>e a+tomation goa.s o/ t>e San *oa@+in Co+nty District Attorney (it> t>e ma=ority o/ o+r sta// resi)ing in SacramentoC CA# an) !anco+?erC 1A# Go+tsi)e Port.an)C 5RHC t>ere/ore Bene/iting /rom e//icient tra?e. to an) /rom Stoc-tonC CA# C+rrent.y (e >a?e 'a( an) *+stice sta// )ep.oye) in San *oseC CA# (or-ing at t>e 5//ices o/ t>e Santa C.ara Co+nty District Attorney on se?era. pro=ects inc.+)ing a migration /rom t>e CRMES C.ientFSer?er p.at/orm to t>e CRMES#6ET p.at/orm an) managing T /aci.ities an) >e.p )es- management# 1e >a?e a.so Beg+n an e3citing ne( pro=ect Gin partners>ip (it> t>e Santa C.ara Co+nty District AttorneyH creating a crimina. /orensic .aB app.ication or 'MS G'aBoratory n/ormation Management SystemH to Better ser?e t>e San *ose area&s .a( en/orcement agencies# 1e are .e?eraging t>e CRMES#6ET app.ication /rame(or- /or t>is (or-# 1it> o?er 8:0 c.ient o//ices nation(i)e an) /o+r state-(i)e insta..ationsJ (e are e3perts in t>e crimina. =+stice )omain an) t>is is (>y (e >a?e Been as-e) to s+pport 88 a))itiona. Ca.i/ornia *+stice Agency c.ients Gattorneys an) co+rtsH as (e.. as a ?ariety o/ )ata integration e//orts to enaB.e t>e .a( an) =+stice comm+nity e.ectronica..y s>are in/ormation# CRIMES C%ER intro)+ce) CRMES ?8#0 Base) on#6ET tec>no.ogy Gre/erre) to as KCRMESL t>ro+g>o+t t>e remain)er o/ t>is )oc+mentH in :003# T>is pro)+ct is a compre>ensi?e case management systemC )esigne) By an) /or p+B.ic attorneys# CRMES >e.ps manage a.. aspects o/ a case an) /eat+res inte..igentC a+tomate) generation o/ case )oc+ments an) reports# T>e CRMES so.+tion /+..y integrates case processing an) reportingC .ega. s+pportC an) case e?ent trac-ing acti?ities# T>e CRMES system pro?i)es capaBi.ities to scan an) recor) e3terna. /i.esC so attorneys can re/erence a.. case e?i)ence an) )oc+ments /rom one .ocation# Re.ate) cases Marc> :8C :008 0 Proposal - Response to RFP #08-03 District Attorney Case Management System can Be a+tomatica..y or man+a..y .in-e) toget>erC ma-ing it simp.e to see a.. t>e matters in?o.?ing a partic+.ar person or inci)ent across m+.tip.e teams (it>in t>e o//ices o/ t>e District Attorney# Integrated Workfow Manageent T>e CRMES system inc.+)es a /+..y integrate) (or-/.o( engine t>at a..o(s o+r c+stomers to manage t>e acti?ities an) interna. comm+nications (it>in t>eir o//ices Base) on t>eir o(n strategies an) )esires M (>ic> o/ten c>anging (ee-.y or )ai.y M to ens+re not>ing s.ips t>ro+g> t>e crac-s an) to enaB.e a more strategic monitoring o/ e?ents# T>an-s to CRMES (e e3pect more /rom a case management system t>an acceptingC storingC an) retrie?ing case )ata# CRMES manages r+.es to monitor /or speci/ic e?ents Gan) act (>en one is )isco?ere)H to ac>ie?e a m+c> >ig>er .e?e. o/ a+tomation t>an e?er Be/ore# Interface E!pertise Most CRMES imp.ementation pro=ects in?o.?e )ata e3c>ange re@+irementsC an) (e >a?e repeate).y pro?en o+r aBi.ity to constr+ct s+ccess/+. inter/aces (it> .a( en/orcementC co+rtC an) correction systems# 1e are .ong stan)ing memBers o/ t>e 1, Gn)+stry 1or-ing ,ro+pH on ntegrate) *+stice sponsore) By t>e Unite) State) Department o/ *+sticeC %+rea+ o/ *+stice A//airsC to imp.ement c+rrent an) comp.iant *+sticeXM' e3c>ange points Bet(een =+stice agencies as (e.. as rea.-time *+stice )ata co..ection an) aggregation# "edicated CRIMES Support C%ER maintains a )e)icate) CRMES s+pport sta// to assist o+r c+stomers# 1e rep.icate o+r c+stomer&s tec>nica. en?ironment in o+r o//icesC so o+r s+pport sta// memBers >a?e )irect access to t>e system con/ig+ration presente) to t>e en)-+ser# S+pport is a?ai.aB.e :$ >o+rs a )ayC se?en )ays a (ee- /or emergencies ?ia o+r to.. /ree n+mBer an) t>e sta// t>at ans(ers are t>e peop.e t>at (or- on CRMES )ep.oyment pro=ects# 5+r CRMES >e.p )es- is not o+tso+rce) an) a.. o/ t>e sta// resi)e in t>e Paci/ic Time None# #n Econoical Solution C%ER >as signi/icant e3perience pro?i)ing its CRMES pro)+ct an) re.ate) ser?ices to prosec+tors an) attorney genera.s at stateC co+ntyC an) city .e?e.s# 1e >a?e Been (or-ing (it> p+B.ic attorney c+stomers /rom coast to coast an) t>ro+g> t>ese e3periences (e >a?e re/ine) o+r imp.ementation processes to a >ig> .e?e. o/ e//iciency an) economic consi)eration# 1e o//er a specia.iAe) approac> to creating inter/aces (it> ot>er .a( an) =+stice agencies to minimiAe .aBor costsC e3pe)ite inter-agency comm+nicationC mitigate ris-C an) protect in?estment# 5+r CRMES so/t(are .icensing is competiti?e.y price) an) o+r con/ig+ration ser?ices yie.) res+.ts (it> s+B=ect matter e3pertiseC so t>ey get it rig>t t>e /irst time# Marc> :8C :008 2 Proposal - Response to RFP #08-03 District Attorney Case Management System Coitent to Success C%ER is committe) to pro?i)ing t>e reso+rcesC t>e timeC an) t>e e//ort an) toget>er (it> San *oa@+in Co+nty (i.. s+ccee) in t>is pro=ect# 1e (i.. Be yo+r cons+.tant an) a)?isor on t>e pro=ectC B+t most important.yC (e (i.. Be a partner an) participant in yo+r s+ccess# 1e are tr+.y e3cite) aBo+t (or-ing (it> t>e San *oa@+in Co+nty District Attorney to imp.ement a case management system t>at meets a.. o/ San *oa@+in Co+nty&s nee)s# Marc> :8C :008 4 Proposal - Response to RFP #08-03 District Attorney Case Management System Overview of CRIMES.NET T>e CRMES system is C%ER&s .atest CRMES p.at/orm contin+ing t>e tra)ition o/ >e.ping prosec+tor o//ices across t>e co+ntry (it> a s+perior pro)+ct s+pporte) By a )e)icate) team# T>is section pro?i)es an o?er?ie( o/ t>e CRMES app.ication# CRIMES$%E& General 'unctionalit( C%ER&s .atest CRMES p.at/ormC CRMESC is 800O Bro(ser-Base) (>ic> enaB.es systems to Be connecte) to t>e net(or- an) imme)iate.y r+n t>e CRMES app.ication# 1or-stations an) .aptops )o not nee) specia. con/ig+ration to Be KCRMES-rea)yL an) are re/erre) to as a KAero c+stomerL or Kt>in-c+stomer#L Con?enience asi)eC t>is sa?es prosec+ting o//ices s+Bstantia. timeC energyC managementC an) tro+B.es>ooting s+pport# CRMES is /+..y integrate) (it> t>e Microso/t )es-top# T>e >ome page can Be set to t>e CRMES app.ication an) Bro(ser pre/erencesC too.Bars settingsC an) /a?orites (i.. interact )irect.y (it> t>e CRMES app.ication# A.. B+i.t-in Bro(ser /+nctiona.ity inter-operates seam.ess.y (it> CRMES# For e3amp.eC t>e print pre?ie( Bro(ser /+nction enaB.es Ka+tomaticL pre?ie(ing o/ app.ication pages /rom any(>ere in t>e CRMES app.ication# Marc> :8C :008 8 Proposal - Response to RFP #08-03 District Attorney Case Management System 6a?igation is int+iti?e an) e3treme.y e//icient Beca+se CRMES /o..o(s t>e stan)ar)s an) con?entions t>at a.. Bro(ser app.ications +se s+c> as t>e K%ac-L B+tton an) t>e +se o/ >yper.in-s# <yper.in-s are +se) t>ro+g>o+t t>e CRMES app.ication as a means o/ na?igation# 1>en ?ie(ing a caseC i/ more )etai. on one o/ t>e )e/en)ants is nee)e)C =+st c.ic- on t>e )e/en)ant&s name to Kgo t>ere#L A/ter ?ie(ing t>e )etai.sC c.ic- t>e KBac-L B+tton to ret+rn to t>e case screen# <yper.in-s a.so (or- across Bro(ser /rames in CRMES an) (it> ot>er system app.ications to ac>ie?e a >ig> .e?e. o/ inter-operaBi.ity# For e3amp.eC >o.)ing )o(n t>e S>i/t -ey an) c.ic-ing on t>e KSearc>L option in t>e .e/t->an) na?igation (i.. )isp.ay t>e searc> screen in a separate (in)o(# Anot>er e3amp.e o/ t>is po(er/+. interoperaBi.ity (i.. a..o( +sers to scro.. t>ro+g> a .ist o/ searc>e) cases an) (i.. pro?i)e t>e )etai.s in pop-+p (in)o(# Marc> :8C :008 ; Proposal - Response to RFP #08-03 District Attorney Case Management System T>e CRMES app.ication ma-es +se o/ t>e stan)ar) constr+cts o/ na?igationC /+nctionsC an) /eat+res# T>e o?era.. .oo- an) /ee. is e3treme.y int+iti?e as it is consistent (it> typica. on.ine Ban-ing or retai. s>opping Bro(ser-Base) app.ications# Most en) +sers .og onto CRMES /or t>e /irst time an) imme)iate.y /ee. com/ortaB.e mo?ing aro+n)# T>is consistency >as >a) a pro/o+n) e//ect on C%ER&s CRMES training program since many o/ o+r tra)itiona. CRMES training c.asses >a?e s>i/te) /oc+s /rom Kgetting CRMES to )o (>at yo+ (antL to more )etai.e) topics /oc+se) on >o( to app.y t>e po(er o/ CRMES in a prosec+tor&s o//ice# CRIMES$%E& )e( 'eatures and 'unctionalit( CRMES encompasses t>e /o..o(ing -ey /eat+res an) /+nctiona.ityD Compre>ensi?e Case Management Compre>ensi?e E?ent Management ntegrate) Doc+ment ,eneration ntegrate) 1or-/.o( Management Con/ig+ration Management App.ication Reports A)->oc Reporting Sec+rity Management an) A)ministration Marc> :8C :008 80 Proposal - Response to RFP #08-03 District Attorney Case Management System DataBase Sc>ema Eac> o/ t>e aBo?e .iste) -ey /eat+res is )escriBe) Be.o( in more )etai.# Copre*ensi+e Case Manageent T>e CRMES system enaB.es C%ER to pro?i)e a compre>ensi?e case management system /or a.. types o/ p+B.ic attorney o//ices inc.+)ing Attorney ,enera.sC City attorneysC Co+nty attorneysC P+B.ic or n)igent De/enseC Co+nty Co+nci. o//icesC State .a( agenciesC A)ministrati?e .a( =+)gesC an) n+mero+s @+asi-go?ernmenta. agencies# 1it> to)ay&s B+)geting constraints an) increasing case .oa)sC CRMES pro?i)es t>e >ig>est .e?e.s o/ a+tomate) (or-/.o(C integrate) )oc+ment generationC an) a Kcatc>-a..L mo)e. comp.ement to a))ress critica. .ega. matters so not>ing /a..s t>ro+g> t>e crac-s# To meet t>ese c>a..enges CRMES inc.+)es t>e aBi.ity to c+stomiAe an) manage a.. o/ t>e /o..o(ing types o/ .a(D Crimina. Ta3 *+?eni.e De.in@+ency C<PS !ictimF1itness 'itigation Di?ersion Contracts For/eit+re E.ection Con)emnation Appea.s Fami.y 'a( A)?iceF5pinions CommitmentF!+.neraB.e A)+.t A)ministrati?e Action 1it> CRMES o//ice a)ministrators can easi.y set+p an) maintain t>e case management app.ication to meet t>e entire o//ices nee)s# T>ere are t>ree ma=or areas t>at a..o( /or easy case management c+stomiAation (it>o+t any tec>nica. assistanceD ABi.ity to )e/ine ne( Case Types an) S+Btypes ABi.ity to )e/ine ne( Participant Ro.es ABi.ity to a)) .imit.ess KDetai.L /ie.)s in a.. ma=or case an) participant trac-ing areas CRMES (i.. a+tomatica..y integrate t>ese c+stomiAations into e3isting reportsC searc>es an) e3terna. inter/aces seam.ess.y# Case Types and Subtypes Case Types an) case S+Btypes are con/ig+re) in CRMES to yo+r speci/ications# T>is enaB.es teams o/ attorneys or %+rea+s (it>in t>e .a( o//ice to estaB.is> an) manage cases in t>e most e//icient manner possiB.e# t a.so .e?erages t>e ot>er /eat+res o/ t>e CRMES system inc.+)ing Marc> :8C :008 88 Proposal - Response to RFP #08-03 District Attorney Case Management System t>e Compre>ensi?e E?ent ManagementC ntegrate) Doc+ment ,eneration an) t>e ntegrate) 1or-/.o( Management# Speci/ic /+nctions inc.+)eD Case At-A-,.ance GCase S+mmaryH ,enera. Case n/ormation nci)ents E?ents Ser?ice S+Bpoena Tic-.ers Case Costs Fees an) Receipts Doc+ments an) Attac>ments 6otes Participant At-A-,.ance GParticipant S+mmaryH ,enera. Participant n/ormation %ai.C Re.ease an) Con)itions C>arges an) A..egations C>arge Dispositions Sentencing Di?ersion A7A Contact in/ormation Attorney Restit+tion 6e( Case TypesC s+c> as 1e./are Fra+) n?estigation or Dr+g cases may Be in)epen)ent.y trac-e) /or statisticsC /+./i..ing grant p+rposes or to pro?i)e more )etai.e) management# T>e screen s>ot Be.o( i..+strates t>e ease at (>ic> yo+r a)ministrator can a)) a ne( Case TypeD Marc> :8C :008 8: Proposal - Response to RFP #08-03 District Attorney Case Management System 5nce t>e ne( case type K1e./are Fra+) n?estigationsL is a))e)C it (i.. Be a?ai.aB.e as a possiB.e case type to en) +sers .ogging in ne( cases# F+rt>ermoreC Case S+Btypes /or 1e./are Fra+) n?estigation cases may Be )e/ine) By an o//ice a)ministratorC s+c> as C>i.) Care Assistance Fra+) or D+p.icate Ai) Fra+)# Case S+Btypes are a?ai.aB.e in t>e B+siness r+.es to enaB.e a+tomate) (or-/.o( speci/ica..y /or t>ese S+Btypes# R+.es can Be )e/ine) to sen) tic-.ers or emai. noti/ications to speci/ic sta// Marc> :8C :008 83 Proposal - Response to RFP #08-03 District Attorney Case Management System memBersC an) e?ent management can Be imp.emente) to trigger a se@+ence o/ e?ents /or cases# Participant Roles Stan)ar) participant ro.es inc.+)e 5//icersC De/en)antsC *+?eni.e De.in@+entsC !ictimsC 1itnessesC 'itigantC Fami.y 'a( Party an) C>i.)C C<PS C>i.) an) ParentC Tr+antsC Sc>oo.s an) ,enera.# A))itiona. participant ro.es can Be speci/ica..y )e/ine) By o//ice a)ministrators to enaB.e t>e CRMES system to pro?i)e ser?iceC correspon)enceC sc>e)+.ing managementC )oc+ment generation an) reporting /or en) +sers o/ t>e system# Detail Fields T>e KDetai.L /ie.)s s+c> as Case Detai.C Person Detai.C etc# /o+n) (it>in t>e case management screens (ere )e?e.ope) p+re.y /or yo+r /+t+re /.e3iBi.ity o/ t>e system# t enaB.es t>e a)ministrator to enter a )escription o/ a c>aracteristic to Be trac-e) aBo+t a caseC personC etc# For e3amp.eC i/ t>e Co+nty nee)e) to trac- a))itiona. in/ormation re.ate) to t>e Fra+) cases t>at is not pro?i)e) o+t o/ t>e Bo3 in CRMESC t>e co+nty a)ministrator co+.) a)) K1e./are Dept# Case 6+mBerL to t>e Detai.s co)e taB.e# 6o(C a +ser entering t>e in/ormation (o+.) se.ect t>e ?a.+eC an) in t>e accompanying /ie.)C enter t>e act+a. n+mBer# T>ese Detai. /ie.)s are integrate) in ot>er areas o/ t>e system /or +se in )oc+mentsC e?entsC an) searc>es a+tomatica..y# Copre*ensi+e E+ent Manageent CRMES inc.+)es a compre>ensi?e e?ent management# T>e e?ents screen pro?i)es critica. procee)ings /or eac> case in t>e systemC stores e?ent )etai.sC an) enaB.es t>e CRMES system to trigger (or-/.o( Base) on t>e pre/erences in yo+r o//ice# T>is /eat+re a.so manages t>e ca.en)aring integration /eat+res (it> t>e most pop+.ar t>ir)-party too.s# Speci/ic /+nctions inc.+)eD Case E?ent Management Co+rt E?ent Management Participants Associate) (it> E?ents E?ent 5+tcomesFRes+.ts Marc> :8C :008 8$ Proposal - Response to RFP #08-03 District Attorney Case Management System Dea).ine Management Restit+tion Trac-ing nterna. Meetings on Matters Recor)ing 6otes on E?ents E?ent Detai.s E?ent an) Ca.en)ar Reports Doc-et Data Management T>is screens>ot s>o(s t>e E?ents screen# T>e top portion o/ t>e screen is +se) to /i.ter t>e e?ents /or t>e case /or e3amp.e By t>e KCo+rtL E?ent Category an) t>en on.y t>e Co+rt E?ents (i.. Be )isp.aye)# T>e +ser co+.) t>en print t>e report .isting a.. o/ t>eir co+rt e?ent /or t>is case# CRMES reports enaB.e @+ic- re/erence to a.. types o/ e?ents /i.tere) By sets o/ criteria s+c> asJ in a speci/ic co+rt roomC on a speci/ic )ateC an) By a speci/ic attorney# Marc> :8C :008 80 Proposal - Response to RFP #08-03 District Attorney Case Management System T>e E?ent Doc-et Report Kt+rns intoL a )ata entry /orm to @+ic-.y an) easi.y recor) e?ent res+.ts /or an entire )oc-et a/ter co+rt an a..o( t>e +ser to resc>e)+.e or set +p t>e ne3t co+rt sc>e)+.e) e?ents# Integrated "ocuent Generation CRMES integrate) )oc+ment generation system inte..igent.y .e?erages case )ata inc.+)ing e?entsC participants an) a.. ot>er in/ormation pertinent to t>e case (>en generating t>e necessary .ega. )oc+ments# T>e system enaB.es t>e a+tomation o/ a.. t>e )oc+ments necessary /or .a( o//ices inc.+)ing c>arging an) in)ictment )oc+mentsC motionsC .ettersC an) s+Bpoenas# T>is /eat+re enaB.es t>e creation an) maintenance o/ temp.ates inc.+)ing te3t an) ?ariaB.e te3t t>at go into t>e )oc+ments (>en en) +sers generate t>em# !ariaB.e te3t inc.+)es case )ata t>at is a+tomatica..y p+..e) /rom casesC speci/ic @+estions are t>en ans(ere) eac> time a )oc+ment is generate)C an) pre-)e/ine) c>oice .ists# Speci/ic /+nctions inc.+)eD C>arging Doc+ment %+i.)er Motion an) %rie/ %an-s S+Bpoena generation S+Bpoena Ser?ice an) Response Form 'etters *+ry nstr+ctions ntegration (it> Microso/t 1or) Comp.ete Doc+ment <istory Stat+te 'ang+age Maintenance T>e ntegrate) Doc+ment ,eneration system is tie) into t>e ntegrate) 1or-/.o( so )oc+ments can Be generate) a+tomatica..y Base) on triggering e?ents# For e3amp.eC a /orm .etter to a ?ictim can Be a+tomatica..y generate) as a res+.t /rom an arraignment# Fo..o(ing is an e3amp.e o/ >o( to integrate San *oa@+in&s e3isting .ega. )oc+ment temp.ates into CRMES# Marc> :8C :008 82 Proposal - Response to RFP #08-03 District Attorney Case Management System FirstC t>e temp.ate a)ministrator (o+.) open t>e e3isting .ega. )oc+ment temp.ate +sing 5pen5//ice# 5pen5//ice (i.. open .ega. )oc+ment temp.ates t>at (ere origina..y create) in MS 1or)C 1or)Per/ect or MS Doc+ment Temp.ates# Secon)C t>e a)ministrator (o+.) a)) t>e tags /rom a >an)yC CRMES c+stomiAe) men+ /or t>e ?ariaB.e te3t t>at nee)s to Be p+..e) in /rom t>e case /or t>at speci/ic )oc+ment an) sa?e it (it> an #o)t e3tension# T>e e3amp.e Be.o( is a s+Bpoena#
T>ir) t>e a)ministrator (o+.) +p.oa) t>e temp.ate to CRMESP#it is no( a?ai.aB.e to t>e en) +sers to +ti.iAe on a case# 5nce t>e +ser generates t>e )oc+ment +sing t>e temp.ateC it (i.. .oo- .i-e t>isP Marc> :8C :008 84 A.. te3t >ig>.ig>te) in ye..o( are areas (>ere ?ariaB.e te3t (i.. Be p+..e) into t>e )oc+ment /rom t>e case# Proposal - Response to RFP #08-03 District Attorney Case Management System 6oteD >ig>.ig>ting (as on.y +se) /or i..+strati?e p+rposes on.y# Integrated Workfow Manageent T>is is t>e most +ni@+e an) po(er/+. /eat+re o/ t>e CRMES system# t pro?i)es t>e aBi.ity to stream.ine (or-/.o( inc.+)ing case stat+sC emai. an) tic-.er comm+nicationC e?ent triggers an) res+.tsC t>e creation o/ )oc+ments an) more# T>is component is t>e /o+n)ation /or a.. ot>er areas o/ t>e CRMES system# t monitors a.. procee)ings a.. t>e time an) ta-es action as necessary# "o+r o//ice is empo(ere) to create a.. o/ t>e (or-/.o( r+.es an) triggers as (e.. as t>e on-going management o/ t>em# T>is enaB.es t>e .a( o//ice to Be e3treme.y agi.e an) proacti?e in contro..ing (>at is going on in t>e o//iceJ ens+re t>at critica. steps in >an).ing cases an) e?ents are recei?e) time.y an) acc+rate.yJ an) t>at t>e case participants recei?e proper ser?ice an) noti/ication (>en t>ey nee) it# T>e en) res+.t is t>at not>ing Ks.ips t>ro+g> t>e crac-s#L T>e CRMES system inc.+)es an interna. tic-.er system t>at )isp.ays remin)ers to +sers on t>eir K)as> Boar)L (>en t>ey .og onto t>e system# T>ere are many )i//erent types o/ tic-.ers t>at can Be )e/ine) an) +ti.iAe) By .a( o//ices inc.+)ing notes /rom ot>ers in t>e o//iceC a.erts or ac-no(.e)gements as )esire)C an) eac> tic-.er >as a >yper.in- so i/ more )etai. is nee)e) it&s =+st one c.ic- a(ay# Marc> :8C :008 88 Proposal - Response to RFP #08-03 District Attorney Case Management System CRMES ntegrate) 1or-/.o( is e3treme.y /.e3iB.e an) a..o(s +sers to a)) one or more o/ t>e /o..o(ing items as criteria /or t>e triggerGsHD Criteria Description Case Criteria: Case F.ag Pro?i)es t>e aBi.ity to i)enti/y or pro/i.e a case t>at nee)s )i//erent processesC o+tcomes or consi)eration t>an a typica. case# Case S+Btype Use) to /+rt>er re/ine an) i)enti/y cases (it>in a case type# Case Stat+s Case Stat+s Date )enti/ies (>ere t>e case is in t>e =+stice system process an) t>e associate) )ate# Case Type A..o(s t>e +ser to speci/y (>ic> case types t>e B+siness r+.e s>o+.) app.y to# C.osing Reason C.osing Reason Date )enti/ies t>e reason t>e case is Being c.ose) an) t>e associate) )ate# C.osing S+B-reason Use) to /+rt>er re/ine t>e reason t>e case is Being c.ose)# Stat+te Category De/ines t>e category o/ t>e stat+te /or t>e o//ense# 5//ense Category n)icator o/ t>e o//ense )escriBe) By t>e inci)ent /or a case# Person Criteria: Case Participant F.ag Pro?i)es t>e aBi.ity to i)enti/y or pro/i.e a participant t>at nee)s )i//erent processesC o+tcomesC or consi)eration t>an a typica. participant# Person A.ert Pro?i)es t>e aBi.ity trac- )ata aBo+t a personC s+c> as a K1arrant /or ArrestLC t>at (o+.) Be s>are) across a.. cases t>at t>e person is in?o.?e) in# Di?ersion Program Use) to i)enti/y a?ai.aB.e )i?ersion programs /or a case type t>at co+.) pro?i)e a.ternati?e o+tcomes /or t>e )e/en)ant on a case# Di?ersion Stat+s )enti/ies (>ere t>e participant is in t>e )i?ersion program# Event Criteria: Co+rt Co+rt Type A..o(s t>e +ser to speci/y t>e co+rt to trigger a B+siness r+.e# E?ent Type E?ent Category DescriBes t>e acti?ity /or a speci/ic e?ent t>at can Be +se) on a case# E?ent Res+.t )enti/ies t>e o+tcome o/ any e?ent Base) on t>e case type# S+Bpoena SentQ )enti/ies (>et>er a s+BpoenaGsH >a?e Been sent re.ate) to t>e e?ent or not# Document Criteria: A..o(s t>e +ser to se.ect t>e appropriate )oc+ment temp.ateC s+c> Marc> :8C :008 8; Proposal - Response to RFP #08-03 District Attorney Case Management System Criteria Description Temp.ate Type as KS+BpoenaLC to trigger a B+siness r+.e# Temp.ateFTemp.ate ,ro+p A..o(s t>e +ser to se.ect t>e appropriate )oc+ment temp.ate gro+pC s+c> as a KFami.y 'a( PetitionL to trigger a B+siness r+.e# T>e triggering criteria can Be a)apte) to meet t>e precise process or (or-/.o( nee)s# 5nce t>e +ser >as /inis>e) se.ecting t>e triggersC t>ey can t>en set one o/ t>e /o..o(ing si3 o+tcomes t>at (i.. Be /ire) By t>e system any time t>e triggers are metD 8# Appointments M CRMES >as t>e aBi.ity to sen) ca.en)ar engagements to a Microso/t 5+t.oo- E3c>ange Ser?ers or a 6o?e.. ,ro+p(ise Ser?er# :# Case Stat+s C>ange M Base) on t>e criteriaC CRMES (i.. c>ange t>e case stat+s as speci/ie) in t>e B+siness r+.e# 3# Doc+ment CRMES (i.. a+tomatica..y create a ne( )oc+ment Base) +pon t>e triggering criteria speci/ie)# $# E?ent M CRMES creates a ne( E?ent Base) +pon t>e triggering criteria speci/ie)# 0# Emai. M CRMES >as t>e aBi.ity to sen) emai.s to a Microso/t 5+t.oo- E3c>ange Ser?er or a 6o?e.. ,ro+p(ise Ser?er# 2# Tic-.ers M Base) +pon t>e criteriaC t>e system (i.. a+tomatica..y sen) tic-.ers to t>e speci/ie) recipients# A)ministrators can a)) as many B+siness r+.es as re@+ire) to >an).e t>e o?era.. ntegrate) 1or-/.o( /or yo+r o//ice# Marc> :8C :008 :0 Proposal - Response to RFP #08-03 District Attorney Case Management System Creating a B+siness r+.e (it> C%ER&s CRMES app.ication is as simp.e as 8P:P3# T>e screens>ot aBo?e i..+strates t>e /o..o(ingD A tic-.er (i.. Be a+tomatica..y create) (>en a KSentencingL e?ent >as Been a))e) By any +ser /or a.. A)+.t Crimina. cases# T>e tic-.er (i.. Be )e.i?ere) t>ree )ays Be/ore t>e sentencing e?ent is to occ+r# T>e tic-.er (i.. Be )e.i?ere) to a.. o/ t>e assigne) sta// /or t>e case in t>e KAssigne) AttorneyL ro.e# T>ere are an in/inite amo+nt o/ comBinations o/ criteria an) actions t>at can Be +se) to a+tomate o//ice (or-/.o(# Eac> trigger is )e/ine) By t>e o//ice a)ministrator GCase TypeC Case S+BtypeC E?entC Co+rtC etc#H# 1it> CRMES ntegrate) 1or-/.o( C%ER passes agi.ity a.ong to o+r c+stomers# C+stomers can no( )eci)e to Begin monitoring speci/ic e?ents an) imp.ement t>e r+.e in t>e CRMES systemC an) t>e e?ents are imme)iate.y acti?e M a.. (it>o+t programming t>ro+g> an int+iti?eC a)ministrator /rien).y screen# Marc> :8C :008 :8 8H T>e +ser enters genera. in/ormation aBo+t t>e B+siness r+.e in t>is section# :H <ereC t>e +ser B+i.)s t>e triggering criteria# 3H Fina..yC t>e +ser se.ects t>e res+.t or o+tcome t>at t>ey are .oo-ing /or# Proposal - Response to RFP #08-03 District Attorney Case Management System Con,guration Manageent C%ER >as imp.emente) an e3treme.y /.e3iB.e con/ig+ration management system into t>e CRMES pro)+ct t>at is secon) to none# T>e initia. pro)+ct imp.ementation presents imme)iate Bene/its to t>e o//ice By enaB.ing a m+c> greater .e?e. o/ e3tensiBi.ity an) contro. t>an e?er Be/ore# 1e +n)erstan) t>at o+r c+stomer&s nee)s c>ange o?er time so t>e CRMES Con/ig+ration Management is an on-going )ynamic /eat+re manage) By yo+r a)ministrators# T>e CRMES system a..o(s /or m+c> more t>an Co+nty speci/ic categorica. in/ormation# T>ro+g> t>e con/ig+ration management /eat+re CRMES a..o(s yo+r a)ministrators to .e?erage e3isting /eat+res in t>e case management system to app.y to t>e ne(C speci/ic in/ormation# For e3amp.eC instea) o/ .imiting t>e Base pro)+ct (it> speci/ic case typesC case c.asses are B+i.t into t>e pro)+ct t>at can Be in>erite) /or t>e )e/inition o/ Bran) ne( case types an) s+B-case types# T>is /+nction is )one By o//ice a)ministrators (it>o+t t>e nee) /or programmers an) a..o(s t>em to tie e3isting /+nctiona.ity on screens an) cases to meet yo+r Co+nty nee)s# T>e CRMES system a..o(s t>e e3tension o/ /+nctiona.ity t>ro+g> t>e +se o/ )ynamic co)e taB.es inc.+)ingD Marc> :8C :008 :: Proposal - Response to RFP #08-03 District Attorney Case Management System A))ress Type Appraisa. So+rce Appraisa. Type Assistance Type %ai. Type %ar Stat+s Case Rating C>arge F.ag Type C>arge Stat+s C<PS Petition 5+tcome C<PS Petition Stat+s C<PS Petition Type C<PS P.acement Type C.aim Stat+s C.aim Type C+stomer Department Contact Type Contract Type Co+ntry Co+rt Type DisaBi.ity District Type Di?ision Dr+g Dr+g Unit E.ecte) 5//ice E?ent Category E3pense Category Eye Co.or Fat>er Stat+s Fee Type Fi.e 'ocation For/eit+re Property Disposition For/eit+re Property Stat+s For/eit+re Property Type ,en)er ,o?ernmenta. Unit ,+i)e.ine Depart+re <air Co.or C1A Stat+s nci)ent Detai. Type *+?eni.e C+sto)y Commitment 'ocation *+?eni.e P.acement Faci.ity *+?eni.e Stat+s 'ang+age Ser?ice Response Stat+te 20;88 5+tcome Ta-ing Type Ta3 Property Type Times>eet Acti?ity Type !ictim Contact F.ag !ictimiAation Type A))itiona. Doc+ments Ser?e) Case Detai. Type Case F.ag Type Case Participant F.ag Type Case S+Btype C.osing Reason Di?ersion ne.igiBi.ity Reason Di?ersion Program Di?ersion Stat+s E?ent Detai. Type *+)ge Type 5//ense Category 7ey(or) Party Type SentenceFDisposition P>ase SentenceFDisposition Type Ser?ice Met>o) Type %ai. Con)ition Type %i.. Co)e Case Stat+s C>arge Disposition C>arge Mo)i/ier Type City Co+nty Co+rt Room District Di?ersion C.ass Room Di?ersion Con)ition Emp.oyee 1or- ,ro+p E?ent Type Re/erra. S+Btype SentenceFDisposition Con)ition Sta// Type G(as Ro.eH State Times>eet Category Unit Attorney Case Participant Ro.e Case Type C>arge Disposition Reason Marc> :8C :008 :3 Proposal - Response to RFP #08-03 District Attorney Case Management System 'itigation 5+tcome Marita. Stat+s Mi.itary Stat+s 6ame Pre/i3 6ame S+//i3 6ote Topic Parce. Payment Type Parce. Stat+s Person Detai. Type Party 5+tcome Party Stat+s Person A.ert Type P>one Type P6 Disposition P6 Stat+s Property Re.ations>ip 9+ic--Ta-e Payee Race Re/erra. Type Restit+tion Stat+s Sentence Commitment Type C.osing S+B Reason Co+rt Di?ersion C.ass Di?ersion C.ass Sc>e)+.e Di?ersion Reason Emp.oyee E?ent Res+.t Faci.ity *+)ge 'a( En/orcement Agency 5//icer 5t>er Agency 5t>er System Participant Re.ations>ip Type M Case an) En)+ring Re.ations>ips Restit+tion Program Re@+estor Sc>oo. Stat+te Nip Co)e %e.o( is a screen s>ot o/ t>e Case Stat+s co)e taB.e to i..+strate >o( easy it is /or t>e a)ministrator to maintain t>e in/ormation# 1it>in a /e( min+tes t>e ne( Case Stat+s o/ KS+spenseL (as a))e) to t>e A)+.t Crimina. Case Type# Marc> :8C :008 :$ Proposal - Response to RFP #08-03 District Attorney Case Management System #pplication Reports T>e CRMES system contains a po(er/+. set o/ B+i.t-inC on-.ine App.ication Reports t>at are a?ai.aB.e e?ery)ay to 5//ice a+t>oriAe) en) +sers# Eac> App.ication Report contains a set o/ parameters t>at t>e +ser can tai.or to get t>e inten)e) res+.ts# T>e res+.ts )isp.ay on-screen an) t>e +ser t>en >as t>e aBi.ity to ?ie( a /ormatte) PDF ?ersion o/ t>e report /or printing an) )issemination# T>e on-screen res+.ts contain >yper.in-s inc.+)ing case n+mBersC e?entsC or names o/ case participants so one c.ic- enaB.es yo+ to )ri..- )o(n to /in) more speci/ic in/ormation# n t>is manner t>ese on-screen reports can Be +se/+. as a KTo-DoL .ist enaB.ing sta// to procee) t>ro+g> t>e report as a c>ec-.ist /or t>eir c+rrent case (or-.oa)# T>ese stan)ar) App.ication Reports inc.+)eD Case 'ist Report M AssemB.es a .ist o/ cases Base) on criteria# As more criteria are speci/ie) t>e report Becomes more re/ine)# Some common +ses o/ t>is report are Case 'ist By Stat+s an) Assigne) Emp.oyeeC Case 'ist By Stat+sC an) Case 'ist By F.ag# Marc> :8C :008 :0 Proposal - Response to RFP #08-03 District Attorney Case Management System Tic-.er Report M T>e Tic-.er Report can s>o( yo+ a.. t>e tic-.ers t>at are to Be )e.i?ere) to a partic+.ar recipient (it>in a partic+.ar time /rame# T>is report is +se/+. i/ yo+ are intereste) in Kpre?ie(ingL t>e tic-.ers to Be )e.i?ere) )+ring a partic+.ar time /rame# Ca.en)ar Report M T>e Ca.en)ar Report )isp.ays a .ist o/ e?ents meeting t>e entere) criteria# A common +se o/ t>e ca.en)ar report is to .ist cases on an +pcoming co+rt ca.en)arC B+t emp.oyees can a.so +se t>is report to manage t>eir case.oa)s# E?ent Doc-et Report M T>e E?ent Doc-et Report )isp.ays a .ist o/ e?ents meeting t>e entere) criteria# T>e E?ent Doc-et Report a..o(s t>e en) +ser to enter )ata aBo+t eac> e?entC s+c> as t>e e?ent res+.tC notes aBo+t t>e e?entC an) in/ormation aBo+t t>e ne3t sc>e)+.e) e?ent# T>is report is +se/+. (>en yo+ nee) to +p)ate a gro+p o/ cases a/ter a )ay in co+rt# !ictim 1itness Report M T>e !ictim 1itness Report )isp.ays a .ist o/ cases in (>ic> e?ents >a?e c>ange) (it>in t>e +ser entere) time /rame# A.. cases .iste) in t>e report in?o.?e one or more !ictimGsH (>o are s+B=ect to ?ictim noti/ication Gas in)icate) By t>e !ictim 6oti/ication /.ag#H Time Entry Report M T>e Time Entry Report )isp.ays t>e time entere) /or emp.oyeesC /i.tere) By )ate an) optiona..y /i.tere) By )i?ision an) emp.oyee# Di?ersion C.ass Report M T>e Di?ersion C.ass Report )isp.ays a .ist o/ casesF=+?eni.es assigne) to c.asses meeting t>e criteria entere) By t>e en) +ser# T>e CRMES B+i.t-in App.ication Reports can a.so pro?i)e t>e Basis /or %atc> Up)ate# For e3amp.e (>en t>e E?ent Doc-et Report is r+nC CRMES t+rns t>e on-screen )isp.ay o/ t>e report into a m+.ti-case )ata entry /orm to a..o( t>e +ser to +p)ate e?ent res+.ts /or m+.tip.e cases# Marc> :8C :008 :2 Proposal - Response to RFP #08-03 District Attorney Case Management System <ere&s a portion o/ t>e E?ent Doc+ment report to s>o( t>e )ata entry section /or Batc> +p)ating# #d-.oc /uer(ing and Reporting C%ER /oresees a nee) /or o+r +sers to not >a?e a )epen)ency o/ t>ir)-party reporting too.s# T>e .atest ?ersion o/ CRMES contains sop>isticate) a)->oc @+erying aBi.ity to a..o( yo+ to /in) t>e in/ormation yo+ are .oo-ing /or in t>e system# *+st .i-e t>e App.ication ReportsC t>e res+.ts o/ t>e @+ery contain >yper.in-s inc.+)ing case n+mBersC e?entsC or names o/ case participants so one c.ic- enaB.es yo+ to )ri..-)o(n to /in) more speci/ic in/ormation as necessary# CRMES (i.. a..o( a)ministrati?e +sers to create an) sa?e a @+ery an) its res+.ts so t>at it can Be accessiB.e to ot>er +sers in t>e system# T>is is >o( o+r pro)+ct (i.. >an).e m+c> o/ t>e typica. Kstan)ar) reportsL# Marc> :8C :008 :4 Proposal - Response to RFP #08-03 District Attorney Case Management System T>is is >o( yo+ (o+.) per/orm an a)->oc @+ery in t>e CRMES system# Securit( Manageent and #dinistration T>e CRMES system is a >ig>.y sec+re app.ication t>at inc.+)es Sec+rity Management an) A)ministration at m+.tip.e .e?e.s to meet t>e nee)s o/ *+stice Agencies an) con/i)entia.ity .egis.ation# T>e Sec+rity /+nctions an) /eat+res are )esigne) to capita.iAe on t>e e3isting Sec+rity assets o/ t>e T en?ironment to (>ic> it is integrate) (it> on Bot> >ar)(are an) so/t(are in recognition t>at sec+re comp+ter systems are critica. in to)ay&s (or.) as is t>e constant impro?ements t>at are e3pecte) in t>is area in t>e /+t+re# At its coreC t>e CRMES app.ication +ti.iAes a pessimistic mo)e. o/ rig>ts an) pri?i.eges to en/orce t>e speci/ic pri?i.eges to t>e appropriate en) +ser acco+nts# T>e aBi.ity to ?ie(C c>ange an) remo?e in/ormation in CRMES&s screensC men+sC an) /ie.)s are estaB.is>e) By t>e sec+rity management /eat+re# T>e CRMES )ataBase is sec+re) By restricting access to on.y specia. )ataBase acco+nts t>at are a+t>enticate) By t>e CRMES system or a CRMES a+t>oriAe) /+nction Gs+c> as *+stice Data e3c>ange inter/aces or /or specia. reporting nee)sH# ,i?en t>at CRMES is B+i.t on mo)ern tec>no.ogiesC great contro. an) accommo)ation is pro?i)e) to integrate (it> emerging sec+rity protoco.s an) )esigns approac>ing t>e in)+stry# T>e CRMES p.at/orm can Be insta..e) to a)opt sec+rity management speci/ications t>at are a.rea)y in p.ace to a?oi) re)+n)ant management o/ acco+nts# Marc> :8C :008 :8 8H Se.ect Case TypeGsH# :H A)) as many criteria as yo+ (is> to re/ine t>e searc> to .ocate t>e cases or peop.e yo+ are .oo-ing /or# 3H C.ic- Searc> to see yo+r res+.ts# Proposal - Response to RFP #08-03 District Attorney Case Management System T>e /o..o(ing screens>ot i..+strates t>e system a)ministrator e)iting K,enera.L pri?i.eges /or t>e KCRMES 5peratorL ro.e# A/ter t>ey c.ic- t>e E)it .in-C t>ey simp.y c>ec- or +nc>ec- t>e appropriate pri?i.eges# "ata0ase Sc*ea T>e initia. )esign o/ CRMES (as Base) on t>e ,.oBa. *+stice XM' Data Mo)e. G,*XDMH# C%ER mo)i/ie) an) optimiAe) t>e sc>ema to enaB.e a more stream.ine) an) c+stomiAaB.e (or-/.o( /or Co+nty o//ice +se# 5+r ne3t ma=or re.ease (i.. pro?i)e trans.ation mo)+.es to enaB.e /+.. 6ationa. n/ormation E3c>ange Mo)e. G6EMH comp.iance (it> t>e CRMES sc>ema (>i.e sti.. pro?i)ing a stream.ine) an) optimiAe) )ataBase# CRMES >as Been )esigne) to Be an a..-inc.+si?e so.+tion /or o+r c+stomers Case Management nee)s# A.. /+nctiona.ity re@+ire) By o+r c+rrent c+stomers is part o/ t>e e3isting CRMES app.ication# Rat>er t>an pro?i)e a series o/ a))-on or pro)+ct e3tensionsC a.. /+nctiona.ity is pro?i)e) in eac> re.ease# Marc> :8C :008 :; Proposal - Response to RFP #08-03 District Attorney Case Management System Functional Requirements FUNCTIONAL REUIRE!ENT" nstr+ctions /or respon)ing to t>e /+nctiona. re@+irements portion o/ t>is RFP# RE"PON"E CODE" C R Comp.iant Re@+irement (i.. Be met By propose) system an) so/t(are t>at is operationa. an) can Be )emonstrate) By t>e ?en)or# N R 6ot Comp.iant Re@+irement cannot Be met By propose) system an) so/t(are# T R T>ir) Party So/t(are Re@+ire) Re@+irement cannot Be met By t>e propose) system (it>o+t a))itiona. so/t(are or +ti.ities# A))itiona. so/t(are an) +ti.ities s>a.. Be .iste)# A.. (or- s>a.. Be per/orme) By t>e ?en)or an) a))itiona. costsC i/ anyC s>a.. Be itemiAe)# ! R Minor mo)i/ications Re@+ire) Re@+irement can Be met (it> propose) minor mo)i/ications to e3isting system or so/t(are# A.. (or- s>a.. Be per/orme) By t>e ?en)or an) a))itiona. costsC i/ anyC s>a.. Be itemiAe)# 1>ere a response to a re@+irement is omitte)C it (i.. Be consi)ere) t>e same as a response o/ N G6ot Comp.iant#H Any )e?iation /rom t>e response co)es (i.. Be consi)ere) at t>e )iscretion o/ San *oa@+in Co+nty# A.. costs associate) (it> responses o/ T or ! m+st Be itemiAe) an) inc.+)e) in t>e proposa. s+Bmitte)# !en)ors may +se t>e comment section to pro?i)e a))itiona. in/ormation re.e?ant to t>e re@+irement# n t>is section o/ o+r proposa. responseC (e >a?e inc.+)e) o+r responses to eac> /+nctiona. re@+irement RFP E3>iBit A M F+nctiona. Re@+irements Beginning on t>e ne3t page# Marc> :8C :008 30 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" #$# Systems (i.. +se a commercia. re.ationa. )ataBaseC pre/eraB.y 5rac.eC an) Be mo)+.ar in )esign# T>e mo)+.es (i.. inc.+)e t>e /o..o(ing /+nctionsC (>ic> can Be comBine) in a .esser n+mBer o/ mo)+.esD C MsS9' :000 8#8#8 A)+.t Crimina. Case C 8#8#: *+?eni.e De.in@+ency Case C 8#8#3 !ictimF1itness C 8#8#$ n?estigations C 8#8#0 Restit+tion C 8#8#2 Asset For/eit+re C 8#8#4 Ci?i. Case Management C 8#8#8 1e./are Fra+) C 8#8#; Disco?ery M T>is is a ne( /eat+re# #$% T>e system m+st maintain an) ma-e a?ai.aB.e e3tensi?e in/ormation pertaining to eac> case C #$& T>e system (i.. pro?i)e /or import an) e3port o/ )ata /rom c+rrent co+nty integrate) crimina. =+stice )ataBase systemsC interna. DA )ataBasesC an) Be capaB.e o/ connecti?ity (it> p.anne) state-(i)e co+rt case management system an) .oca. po.ice an) s>eri// recor)s management systems GRMSH M 5nce San *oa@+in pro?i)es C%ER (it> mapping in/ormationC on.y minor mo)i/ications (i.. Be re@+ire) /or t>e inter/aces# 8#3#8 Co+nty systems M in/ormation in t>ese systems m+st Be capaB.e o/ retrie?a. ?ie(ingC mo)i/ication an) printing t>ro+g> t>e propose) system M 8#3#8#8 Crimina. *+stice n/ormation System GC*SH M Marc> :8C :008 38 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#3#8#: *+?eni.e *+stice n/ormation System G**SH M 8#3#8#3 'oca. Area 1arrant System G'A1SH M 8#3#: DA interna. )ataBase systems M Data m+st Be con?erte) an) importe) to ne( system /or +se as i/ origina..y entere) in t>e propose) system# M 8#3#:#8 DA Domestic !io.ence DataBase M 8#3#:#: DA C>i.) AB+seFSe3+a. Assa+.t DataBase M 8#3#:#3 DA n?estigations DataBase M 8#3#:#$ DA Restit+tion DataBase M 8#3#:#0 DA MPACT G1e./are Fra+)H DataBase M 8#3#3 Ca.i/ornia A)ministrati?e 5//ice o/ t>e Co+rts GA5CH case management system M System m+st Be capaB.e o/ importing an) e3porting )ata to t>e propose) co+rt system# M 8#3#$ 'oca. po.ice agency Recor) Management Systems GRMSH an) )oc+ment management systems Ge#g# 5n%aseHC an) regiona. )ata s>aring systems Ge#g# *D'H# M CRMES is c+rrent.y integrate) (it> 5n%ase# ntegration (it> t>e RMS (i.. re@+ire mapping in/ormation an) minor +p)ates to system# 8#3#$#8 System m+st Be capaB.e o/ importing )ata an) )oc+mentsC inc.+)ing e.ectronic )ataC scanne) )oc+mentsC an) p>otos# C 8#3#$#: System m+st Be capaB.e o/ a..o(ing .imite) rea)-on.y access to screens By .oca. po.ice agencies Ge#g# s+Bpoena stat+sC e?i)ence )ispositionH# C #$' T>e system (i.. contin+e (it> o+r c+rrent C Marc> :8C :008 3: Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" case n+mBering system an) a+tomatica..y assign a ne( n+mBer /or +ni@+e persons# 8#$#8 T>e system (i.. Be aB.e to .in- a case to m+.tip.e co+rt case n+mBers or po.ice report n+mBers# C CRMES >as t>e aBi.ity to .in- to m+.tip.e po.ice report n+mBers an) one co+rt case n+mBer# T>e Detai. /ie.)s can Be +se) to recor) a))itiona. co+rt n+mBers# #$( Mo)+.es m+st Be integrate) (it> eac> ot>er so t>at )+p.icate in/ormation is not entere)# C 8#0#8#8 Demograp>ic an) ot>er in/ormation re.ate) to an in)i?i)+a. person or organiAation associate) in any (ay (it> any n+mBer o/ inci)ents or cases (it>in t>e system s>o+.) on.y Be entere) into t>e system once# C 8#0#8#: C>anges to in/ormation (i.. on.y Be entere) once an) (i.. Be s>o(n (>ere?er t>at in/ormation appears in t>e system# C 8#0#8#3 System (i.. maintain an accessiB.e >istory o/ c>anges to +ser se.ecte) in/ormation Gi#e# >istorica. a))ress or contact in/ormationH# C #$) T>e system (i.. pro?i)e t>e aBi.ity to trac- a personIs acti?ity in a gang# C T>e Person Detai. Type can Be +se) to trac- t>is in/ormation# A))itiona..yC a taB.e- Marc> :8C :008 33 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" )ri?en ,ang /ie.) is sc>e)+.e) to Be a))e) in a near term re.ease prior to 2F:00;# #$* T>e system (i.. pro?i)e t>e aBi.ity to trac- cases re.ate) to grants# C 8#4#8 1i.. pro?i)e statistica. reports in /ormats re@+ire) By state an) /e)era. agencies# M T>ese reports (i.. re@+ire /ormatting mo)i/ications to meet t>e state an) /e)era. report /ormats# 8#4#: 1i.. trac- time an) acti?ity in/ormation /or grant acco+nting an) Bi..ing# C #$+ T>e system (i.. Be IpersonI Base) as (e.. as IcaseI Base)# C 8#8#8 T>e system (i.. >a?e t>e aBi.ity to i)enti/y a person an) a.. re.ate) case in/ormation associate) (it> t>at person# i#e# a.. a-aIsC cases re.ations>ip to cases G?ictimF(itnessF)e/en)antFparentFg+ar)ian H# C #$, T>e system m+st easi.y e3pan) to accommo)ate increases in recor)e) )ataBase siAe as (e.. as conc+rrent +ser access (it>o+t )egra)ation in response time# C #$#- Conte3t sensiti?e on-.ine >e.p screens m+st Be a?ai.aB.e in a.. mo)+.es# C Marc> :8C :008 3$ Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" #$## T>e system (i.. s+pport t>in c+stomer or c+stomerFser?er arc>itect+re an) pro?i)e grap>ica. +ser inter/aces /or pc (or-stations# C 8#88#8 T>e system may +se (eB Base) screens# C #$#% T>e system (i.. o//er Bot> men+ g+i)e) an) >ot--ey access /or a.. mo)+.es# C #$#& T>e system m+st s+pport m+.tip.e )e/en)ants per case n+mBer C #$#' T>e system m+st >a?e t>e capaBi.ity to permit a+t>oriAe) +sers to mo)i/y )ata# C #$#( T>e system m+st not a..o( a case to Be c.ose) (it>o+t /ina. c>argesC sentencingC Crimina. Protecti?e 5r)er GCP5HC restit+tionC an) contraBan) con/iscation entries comp.ete)# M 5+r pro)+ct can Be mo)i/ie) to inc.+)e ?a.i)ation /or t>ese areas +pon c.osing a case# 8#80#8 T>e system (i.. s+pport c+stomer )e/ine) re@+ire) /ie.)s M CRMES (o+.) re@+ire minor mo)i/ication to t>e incorporate c+stomer )e/ine) re@+ire) /ie.)s# F+.. s+pport (o+.) Be re@+ire) /or re@+ire) items s+c> as inci)entsC participantsC etc# 8#80#: T>e system (i.. s+pport a+tomatic noti/ication to appropriate +nitsFin)i?i)+a.s ?ia e-mai. /or property re.ease# C Marc> :8C :008 30 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" #$#) T>e system (i.. incorporate stan)ar)s an) concepts /or open systems an) system connecti?ity# C 8#82#8 5D%C an) RD%MS comp.iant C 8#82#: ,.oBa. *+stice XM' comp.iant# 6 1e Base) o+r initia. )esign o// t>e *+stice XM' sc>emaC B+t >a?e mo)i/ie) an) optimiAe) t>e sc>ema to enaB.e a more stream.ine) E c+stomiAaB.e (or-/.o( an) system /or DA o//ices +se# 8#82#3 6ationa. n/ormation E3c>ange Mo)+.e G6EMH 6 5+r ne3t ma=or re.ease (i.. pro?i)e trans.ation mo)+.es to enaB.e /+.. 6EM comp.iance (it> t>e CRMES sc>ema# #$#* T>e system (i.. >a?e t>e capaBi.ity to import an) e3port )ata at .east in t>e /ormat o/ )e.imite) ASC# C CRMES is capaB.e o/ importing an) e3porting Gin a near term re.easeH Ca.i/ornia co)e sections an) c>arging .ang+age /rom E3ce.# n a))itionC CRMES >as t>e aBi.ity import Ca.i/ornia co)e sections an) c>arging /rom a State 1eB Ser?ice is Marc> :8C :008 32 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" one is a?ai.aB.e# 8#84#8 T>e system (i.. pro?i)e /or importing Ca.i/ornia co)e sections an) c>arging .ang+age /rom ?ario+s me)ia G(eB )o(n.oa)C CDFD!DC con?ersion /rom co+nty .egacy systemsH C 8#84#: T>e system (i.. pro?i)e an easy (ay to +p)ate Ca.i/ornia co)e sections an) c>arging .ang+age to acco+nt /or ne( stat+tes an) co+rt )ecisions# C #$#+ T>e system m+st s+pport an +natten)e) Bac-+p )e?ice# C CRMES is a stan)ar) 1eB app.icationC an) t>e San *oa@+in a)ministrator can )ictate t>e Bac-+p actions on ser?er# #$#, T>e system (i.. permit p>otograp>s an) ot>er scanne) images to Be Bro+g>t into t>e system an) connecte) to a case# T>ese images can Be ?ie(e) on in@+iry or printe) o+t# C 8#8;#8 mage /ormats accepte) /or )oc+mentsD PDFCTFF# *PE,C ,F# %MPC PSDC P6,# C 8#8;#: 6o proprietary /i.e >ea)er /ormats to .aBe. )igita. images# C #$%- T>e system (i.. pro?i)e t>e aBi.ity to trac- e?i)ence re.ate) to a case an) attac> images o/ t>at e?i)ence# C #$%# T>e system (i.. pro?i)e t>e aBi.ity to trac- C Marc> :8C :008 34 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" an) .og t>e .ocation o/ t>e case ?ia Barco)e scanner# #$%% T>e system (i.. pro?i)e t>e aBi.ity to trac- )r+g an) ot>er .aB tests Ga.co>o.C D6AH Being con)+cte) in a case# CS T>e E?i)ence an) Testing screens are sc>e)+.e) /or a near term re.ease prior to 2F:00;# #$%& T>e system (i.. pro?i)e t>e aBi.ity to trac- a.. participants in a case# C 8#:3#8 De/en)ant C 8#:3#: co-)e/en)ant C 8#:3#3 ?ictimGsH C 8#:3#$ (itnessGsH C 8#:3#0 o//icerGsH C 8#:3#2 )e/ense attorneyGsH C 8#:3#4 g+ar)ianGsH C 8#:3#8 re.ati?eGsH C 8#:3#; ot>er intereste) parties C #$%' T>e system (i.. pro?i)e t>e aBi.ity to generate Microso/t 1or) an) 1or)Per/ect )oc+mentsC an) to import e3isting )oc+mentsC (it> )ata a+tomatica..y merge) /rom t>e )ataBase into t>e )oc+ment# C CRMES s+pports t>e generation o/ eit>er MS 1or) or 5pen Doc+ment Format# T>e ne(er ?ersion o/ 1or)Per/ect s+pports 5pen Doc+ment Format so San *oa@+in can open an) e)it )oc+ments in 1or)Per/ect i/ t>ey (is># 8#:$#8 Stan)ar) )oc+ments inc.+)ing B+t not .imite) toD C Marc> :8C :008 38 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#:$#8#8 Arrest (arrant C 8#:$#8#: %enc> (arrant C 8#:$#8#3 S+Bpoena C 8#:$#8#$ Restit+tion .etters an) /orms C 8#:$#8#0 Comp.aintC n/ormationC n)ictment C 8#:$#8#2 6otice to appear C 8#:$#8#4 Property re.ease /orms C 8#:$#8#8 !ictim Disposition 6oti/ication C 8#:$#8#; 5r)er to S>o( Ca+se re ProBation !io.ation C #$%( T>e system (i.. pro?i)e t>e aBi.ity to merge Gor c+tFpasteH in/ormation not /o+n) in t>e )ataBase into Microso/t 1or) an) 1or)Per/ect )oc+ments (it> t>e +se o/ specia. +ser prompts or .ist Bo3es# C See o+r response /or 8#:$ aBo?e# #$%) T>e System (i.. pro?i)e t>e aBi.ity to generate crimina. comp.aints .isting m+.tip.e )e/en)antsC c>arges an) c>arge ?ictims# C 8#:2#8 'ist m+.tip.e )e/en)ants in t>e caption# C 8#:2#: Eac> c>arge (i.. inc.+)e one or more o/ t>e )e/en)ants# C 8#:2#3 A .ist o/ ?ictimGsH speci/ic to t>at c>arge# C 8#:2#$ ABi.ity to mo)i/y ?ictim names (>ere con/i)entia.ity is a+t>oriAe) on co+rt )oc+ments Ge#g# c>arging as K* Doe #8L r as KRic>ar) R#LH# C #$%* T>e system (i.. pro?i)e t>e aBi.ity to generate m+.tip.e s+Bpoenas inc.+)ing m+.tip.e types o/ s+Bpoenas# (it> one action as a gro+p o/ )oc+ments# C Marc> :8C :008 3; Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#:4#8 T>e system (i.. pro?i)e t>e aBi.ity to trac- t>e ser?ice o/ s+Bpoenas# C 8#:4#: T>e system (i.. Be aB.e to noti/y t>e +ser Be/ore a >earing (>et>er a.. s+Bpoenas >a?e Been ser?e)# C 8#:4#3 T>e system (i.. pro?i)e screens /or +sers to c>ec- t>e stat+s o/ s+Bpoenas# C 8#:4#$ T>e system (i.. s+pport e-mai. ser?ice o/ se.ecte) s+Bpoenas# M CRMES (i.. re@+ire minor mo)i/ications# #$%+ T>e system (i.. generate) tic-.ers an) remin)ers /or /+t+re e?ents in Bot> crimina. an) ci?i. cases# C #$%, T>e system (i.. Be compatiB.e (it> recogniAe) in)+stry e-mai. protoco.s an) stan)ar)sC speci/ica..y 6o?e.. ,ro+p1ise an) Microso/t E3c>ange# C #$&- Person )ataBase or ,enera. Person 'oo-+p System G,P'SH (it> at .east t>e /o..o(ing in/ormationD C 8#30#8 'ast name C 8#30#: First name C 8#30#3 Mi)).e name C 8#30#$ So+n)e3 C 8#30#0 A.iasGesH C 8#30#2 <eig>t C 8#30#4 1eig>t C 8#30#8 Eye co.or C 8#30#; <air co.or C 8#30#80 Ca.i/ornia Dri?ers 'icense C 8#30#88 SS6 C Marc> :8C :008 $0 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#30#8: State D n+mBer C 8#30#83 F% n+mBe r C 8#30#8$ 5t>er D n+mBer C 8#30#80 Person Type C 8#30#82 D5% C 8#30#84 Se3 C 8#30#88 Race C 8#30#8; 'ast -no(n a))ress C 8#30#:0 M+gs>ot M Minor mo)i/ications are necessary to )isp.ay t>e m+gs>ot (it> t>e person# M+gs>ots can c+rrent.y Be store) on case BasisC not (it> t>e person# #$&# Contain !ictimF1itness mo)+.e (>ic> (i.. trac- at .east t>e /o..o(ing in/ormationD C 8#38#8 nta-e 'og G inta-e screenH inc.+)ingD C 8#38#8#8 DA .og n+mBer C 8#38#8#: Recei?e) )ate C 8#38#8#3 5//ense )ate an) time C 8#38#8#$ 5//ense .ocation C 8#38#8#0 Agency report n+mBer C 8#38#8#2 Case type C 8#38#8#4 Re?ie(ing prosec+tor C 8#38#8#8 n?estigating o//icer C 8#38#8#; Report )isposition C 8#38#8#80 Specia. +nit C 8#38#8#88 nta-e type C 8#38#8#8: Crime type Gc>argesH C 8#38#8#83 n?estigating agency C 8#38#8#8$ Disposition )ate C Marc> :8C :008 $8 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#38#8#80 !ictim C.aims %oar) G!C%H e.igiB.e C 8#38#8#82 A)?ocate C 8#38#8#84 Unit name Gsec+re certain /i.es /rom Being ?ie(e) By non +nit memBersH C 8#38#: Case (or-s>eet C 8#38#:#8 Case n+mBer C 8#38#:#: Case name C 8#38#:#3 Prosec+tor assigne) C 8#38#:#$ %ranc> 5//ice C 8#38#:#0 !ictim A)?ocate C 8#38#:#2 Stat+s C 8#38#:#4 Trans/erre) G0>e )ate t>e case (as trans/erre)H C CRMES >an).es t>is as an E?ent in t>e case# 8#38#:#; Unit name C 8#38#:#80 Comments C 8#38#3 E?ents C 8#38#3# 8 E?ent type C 8#38#3#: E?ent s+B type C 8#38#3#3 Prosec+tor C 8#38#3#$ A)?ocate C 8#38#3#0 *+)ge C 8#38#3#2 Attorney C 8#38#3#4 Res+.t C 8#38#3#8 Co+rtFCo+rtroom C 8#38#3#; Comments C #$&% *+?eni.e mo)+.e C 8#3:#8 T>e system (i.. inc.+)e t>e in/ormation .iste) Be.o( +n)er A)+.t Mo)+.e as (e.. as some a))itiona. +ser )e/ine) /ie.)s# C Marc> :8C :008 $: Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#3:#: T>e system (i.. >a?e t>e aBi.ity to >i)e any an) a.. =+?eni.e in/ormation e3cept /or persons t>at >a?e t>e re@+ire) access an) a+t>oriAation# C 8#33#:#8 Case n+mBer C 8#33#:#: De/# name C 8#33#:#3 Stri-e C 8#33#:#$ Disposition C 8#33#:#0 E?ent Type C 8#33#:#2 E?ent s+B type C 8#33#:#4 Prosec+tor C 8#33#:#8 *+)ge C 8#33#:#; Co+rt 'ocation C 8#33#:#80 Reason C 8#33#3 De/en)ants C 8#33#3#8 DA /i.e n+mBer C 8#33#3#: Re/erring agency # C 8#33#3#3 Recei?e) )ate C 8#33#3#$ 5//ense )ate C 8#33#3#0 Reporting o//icer C 8#33#3#2 Case name C 8#33#3#; De/en)ant name C 8#33#3#80 D5% C 8#33#3#88 SS6 C 8#33#3#8: Se3 C 8#33#3#83 Race C 8#33#3#8$ Case type C 8#33#3#80 Crime type C 8#33#3#82 E?ent type C 8#33#3#84 E?ent s+B type C 8#33#3#88 De/en)ant stat+s C 8#33#3#8; *+)ge C 8#33#3#:0 Re/erre) c>arge C Marc> :8C :008 $3 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#33#3#:8 Fi.e) c>arge C 8#33#3#:: Crimina. Protecti?e 5r)er GCP5H C 8#33#$#:#3 A))ress C 8#33#$#:#$ City C 8#33#$#:#0 Co+nty C 8#33#$#:#2 State C 8#33#$#:#8 Nip Co)e C 8#33#0 Ci?i.ian an) non-ci?i.ian (itnesses C 8#33#0#8 Case n+mBer (it> )e/# name C 8#33#0#: 6ame C 8#33#0#3 Type o/ (itness C 8#33#0#$ App.icant name C 8#33#0#0 Re.ation C 8#33#0#2 Specia. nstr+ction C 8#33#0#4 n=+ry case C 8#33#0#8 n=+ry type C 8#33#0#; 1eapon C 8#33#0#80 Se?erity C 8#33#0#88 Treatment .ocation C 8#33#0#8: Decease) C 8#33#0#83 S+Bpoena C 8#33#0#8$ 6o contact C 8#33#0#80 n=+re) By (eapon C 8#33#0#82 *# Doe C 8#33#0#84 Pregnant C 8#33#0#88 DisaBi.ity C 8#33#0#8; n=+re) By )e/# C 8#33#0#:0 !a.+e C 8#33#0#:8 Date S+Bpoena C 8#33#0#:: ,rant C 8#33#0#:3 A)?ocate C 8#33#0#:$ Comment C 8#33#0#:0 S+Bpoena instr+ctions C Marc> :8C :008 $$ Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#33#0#:2 Consi)eration C 8#33#0#:4 Date noti/ication C 8#33#0#:8 E?ent )ate C 8#33#0#:; E?ent type C 8#33#0#30 E?ent s+B type C 8#33#0#38 Mo)e o/ contact C 8#33#0#3: Contact stat+s C 8#33#2 ,ang A//i.iation C 8#33#2#8 ,ang name C 8#33#2#: Doc+mente) C 8#33#2#:#8 Doc+menting Agency C 8#33#2#:#: Date Doc+mente) C 8#33#2#3 ,ang type C 8#33#2#3#8 Street gang C 8#33#2#3#: 1>ite s+premacists C 8#33#2#:#3 Mi.itia C 8#33#2#:#$ Asian C 8#33#2#:#0 <ispanic C 8#33#0#:#4 Prison C 8#33#0#:#8 5t>er C 8#33#2#$ ,ang city C 8#33#2#0 Comments C 8#33#4 De/ense attorneys C 8#33#4#8 6ame C 8#33#4#: Tit.e C 8#33#4#3 5//iceF/irm name C 8#33#4#$ A))ress C 8#33#4#0 P>one Type E n+mBer C 8#33#4#2 Emai. C 8#33#4#4 Retaine)FAppointe) C 8#33#8 Prosec+torsF,enera. emp.oyee C 8#33#8#8 6ame C 8#33#8#: Tit.e C Marc> :8C :008 $0 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#33#8#3 Person n+mBer C 8#33#8#$ AgencyFEmp.oyer C 8#33#8#0 A))ress C 8#33#; n?estigators C 8#33#;#8 6ame C 8#33#;#: Tit.e C 8#33#;#3 Person n+mBer C 8#33#;#$ %a)ge 6+mBer C 8#33#;#0 Agency C 8#33#;#2 A))ress C 8#33#80 E?i)ence C 8#33#80#8 Property .ist C 8#33#80#: Property )isposition C 8#33#80#3# DA case n+mBer C 8#33#80#$ Case name C 8#33#80#0 'a( en/orcementF<o.)ing agency C 8#33#80#2 Agency report n+mBer C 8#33#80#4 Stat+s o/ case C 8#33#80#8 5t>er re.ate) n+mBers C 8#33#88 E?ents C 8#33#88#8 E?ent )ate C 8#33#88#: E?ent type C 8#33#88#3 *+)ge C 8#33#88#$ DDA present C 8#33#88#0 De/# atty present C 8#33#88#2 E?ent )isposition C 8#33#8: Fines C 8#33#83 Costs C 8#33#8$ Restit+tion C 8#33#8$#8 C.aimants C 8#33#8$#: Type o/ .oss Ga..o( /or entry o/ more t>an one typeH C 8#33#8$#3 Amo+nt o/ c.aim C Marc> :8C :008 $2 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#33#8$#$ !C% Bene/its pai) C 5+r pro)+ct can >an).e t>is as a Case Detai. or a 6ote# 8#33#80 Asset /or/eit+re C 8#33#80#8 DA case n+mBer C 8#33#80#: Agency C 8#33#80#3 Co+rt /i.e n+mBer C 8#33#80#$ Case type C 8#33#80#0 Crime type C 8#33#80#4 SeiAe) Property C 8#33#80#8 Primary seiAing agency C 8#33#80#; Comments C 8#33#80#80 C.aimantFPotentia. c.aimant C 8#33#82 Disposition C 8#33#82#8 Case 6+mBer C 8#33#82#: De/en)ant name C 8#33#82#3 Co+nt C 8#33#82#$ Fi.e) C>arge C 8#33#82#0 Tria.FP.ea Type C *+ry Trai. C Co+rt Tria. C ,+i.ty P.ea C 6o Contest P.ea C 6, C Dismissa. C Di?ersionFDe/erra. C 8#33#8 2#2 Date C 8#33#82#4 E?ent C 8#33#82#8 *+)ge C 8#33#82#; Co+rt C 8#33#82#80 Prosec+tor C 8#33#82#88 Reason C Marc> :8C :008 $4 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#33#82#8: Days in Tria. C 8#33#84 Sentencing C 8#33#84#8 De/en)ant name C 8#33#84#: Sentence Type C 8#33#84#3 Term G"ears E mont>sH C 8#33#84#0 Registration C 8#33#84#0#8 Se3 5//en)er C 8#33#84#0#: Arson C 8#33#84#0#3 Dr+g C 8#33#84#2 Restit+tion Amo+nt C 8#33#84#4 Restit+tion Fine C 8#33#84#8 CP5 RemainsFRemo?e) C 8#33#88 Se3+a..y !io.ent Pre)ator GS!PH an) Menta..y Disor)ere) 5//en)er GMD5H in?o.+ntary commitments C 8#33#88#8 Case 6ame C 8#33#88#: Co+rt n+mBer C 8#33#88#3 Case Type C 8#33#88#$ Case S+Btype C 8#33#88#0 Prosec+tor C 8#33#88#2 Attorney /or Respon)ent C 8#33#88#4 Comments C 8#33#8; Ca.en)ars C 8#33#8;#8 Date C 8#33#8;#: *+)ge C 8#33#8;#3 Co+rt Department C 8#33#8;#$ Type o/ co+rt e?ent C 8#33#:0 'ega. Doc+ments C 8#33#:0#8 DA Fi.e S+mmary C 8#33#:0#: 1itness Contact S>eet C 8#33#:0#3 D! Faces>eet C 8#33#:0#$ S+Bpoena C 8#33#:0#0 'etter to Appear C Marc> :8C :008 $8 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#33#:0#2 'etter to !ictim C 8#33#:0#4 Crimina. Protecti?e 5r)er GCP5H C 8#33#:0#8 CP5 Co?er 'etter C 8#33#:0#; 5r)er to S>o( Ca+se re ProBation G5SCH C 8#33#:0#80 1arrant C 8#33#:0#88 S+pp.ementa. Sentencing 5r)ers C 8#33#:8 Management an) 5perationa. Reports C 8#33#:8#8 Attorney Ca.en)ar C 8#33#:8#: Case inta-e C 8#33#:8#:#8 Re/erre) C>arge C 8#33#:8#:#: Fi.e) C>arge C 8#33#:8#:#3 T>ree stri-eFserio+s /e.onyF?io.ent /e.ony C 8#33#:8#:#$ n?estigating Agency C 8#33#:8#:#0 6+mBer o/ comp.aints /i.e) C 8#33#:8#:#2 6+mBer o/ cases re=ecte) C 8#33#:8#:#4 6+mBer o/ cases )e/erre) /or /o..o(-+p C 8#33#:8#3 Cases By type o/ )isposition C 8#33#:8#$ Attorney Case.oa)s C 8#33#:8#0 Comp.aints /i.e) By type an) +nit C 8#33#:8#2 Time /rom /i.ing to )isposition C 8#3$ n?estigations Mo)+.e C 5+r pro)+ct (i.. accommo)ate t>is as a ne( Case Type# 8#3$#8 n?estigator o/ t>e Day .og M T>is is a ne( /eat+re# 8#3$#8#8 Date C 8#3$#8#: Time C 8#3$#8#3 Type o/ Contract C 8#3$#8#$ Reporting Party C 8#3$#8#0 S+B=ect 6ame C 8#3$#8#2 n?estigator C 8#3$#8#4 Comments C 8#3$#: Trai. S+pport C CRMES >an).es Marc> :8C :008 $; Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" t>is as a Case Detai.# 8#3$#:#8 Case C 8#3$#:#8#8 n?estigations case n+mBer C 8#3$#:#8#: Date Assigne) C 8#3$#:#8#3 Assigne) By C 8#3$#:#8#$ DA /i.e n+mBer C 8#30#:#8#0 Agency E case n+mBer C 8#3$#:#8#2 Case name C 8#3$#:#8#4 Case type C 8#3$#:#8#8 Crime type C 8#3$#:#8#; Case 1eig>t C 8#3$#:#8#80 Stat+s C 8#3$#:#8#88 Comment C 8#3$#:#: Parties in?o.?e) C 8#3$#:#3 n?estigator Fn?# Asst# Assigne) C 8#3$#:#$ S+Bpoena Ser?ice C 8#3$#:#$#8 n?estigations case n+mBer C 8#3$#:#$#8 DA /i.e n+mBer C 8#3$#:#$#3 Case name C 8#3$#:#$#$ Re@+est )ate C 8#3$#:#$#0 Co+rt )ate C 8#3$#:#$#2 <earing type C 8#3$#:#$#4 1itness name C 8#3$#:#$#8 Ser?ice type C 8#3$#:#$#; Ser?ice stat+s C 8#3$#:#$#80 Time +se) C 8#3$#:#$#88 n?estigatorFn?# Asst# C 8#3$#:#$#8: DDA C 8#3$#:#$#83 Prosec+tion Unit C 8#3$#:#$#8$ ,rant C 8#3$#:#0 Disco?ery S+pport C 8#3$#:#2 1itnessFE?i)ence Transportation C Marc> :8C :008 00 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 8#3$#3 DA-initiate) n?estigations C 8#3$#3#8 n?estigations case n+mBer C 8#3$#3#: Date Assigne) C 8#3$#3#3 Assigne) By M T>is can Be easi.y a))e) to t>e system# 8#3$#3#0 n?estigator C 8#3$#3#2 Case name C 8#3$#3#4 Case type C 8#3$#3#8 Crime type C 8#3$#3#; Case 1eig>t C 8#3$#3#80 Stat+s C 8#3$#3#88 Comment C 8#3$#$ Protoco. n?estigations G5//icer-in?o.?e) or in c+sto)y )eat> casesH C 5+r pro)+ct (i.. accommo)ate t>is as a ne( Case Type# 8#3$#0 C>i.) AB)+ction n?estigations C 5+r pro)+ct (i.. accommo)ate t>is as a ne( Case Type# 8#3$#0#8 ,enera. person in/ormation /or c+sto)ia. parent an) s+spect as in 8#38#3 C 8#3$#0#: C>i.) speci/ic in/ormation C 8#3$#0#:#8 Sc>oo. C 8#3$#0#:#: 6oti/ication Date C T>is can Be trac-e) in CRMES as an E?ent or a Person Detai.# 8#3$#0#:#3 6CC nF5+t Dates C T>is can Be trac-e) as an E?ent# 8#3$#0#3 C+sto)y 5r)er n/ormation C T>is can Be recor)e) as an E?ent# 8#3$#0#3#8 C+sto)y 5r)er "esF6o C T>is can Be recor)e) as an E?ent# 8#3$#0#3#: Date o/ 5r)er C T>is can Be recor)e) Marc> :8C :008 08 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" as an E?ent# 8#3$#0#3#3 *+ris)iction C T>is can Be recor)e) as an E?ent# 8#3$#0#3#$ Type co+rt C T>is can Be recor)e) as an E?ent# 8#3$#0#3#0 Co+rt n+mBer C T>is can Be recor)e) as an E?ent# 8#3$#0#3#2 Person (it> p>ysica. c+sto)y C 8#3$#0#$ Type o/ in?estigation C 8#3$#0#0 n?estigation C.ose) C 8#3$#0#0#8 Reason C 8#3$#0#0#: C>i.)ren Reco?ere) C CRMES can >an).e t>is as a Case F.ag# 8#3$#0#0#3 Comment C 8#3$#2 1e./are Fra+) n?estigations C 5+r pro)+ct (i.. accommo)ate t>is as a ne( Case Type# 8#3$#2#8 Case n/ormation C 8#3$#2#8#8 Case 6+mBer C 8#3$#2#8#: S+spect C 8#3$#2#8#3 1e./are Dept# case n+mBer C T>is can Be recor)e) as a Case Detai.# 8#3$#2#8#$ Case Type C 8#3$#2#8#0 Case s+Btype Gstate reportingH C 8#3$#2#8#2 Date Type C 8#3$#2#8#2#8 Re/erre) C 8#3$#2#8#2#: 5pene) C 8#3$#2#8#2#3 Dec.ine) C 8#3$#2#8#2#$ C.ose) C 8#3$#2#8#2#0 S+spense C 8#3$#2#8#4 Amo+nt o/ 5?erpayment C 5+r pro)+ct can >an).e t>is as a Fee Marc> :8C :008 0: Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" Type o/ K5?erpaymentL# 8#3$#2#8#8 Amo+nt Co..ecte) C T>is can Be >an).e) as a Receipt# 8#3$#2#8#; Comp+ter DataBase matc>es C 8#3$#2#8#;#8 Type o/ Matc> C CRMES can trac- t>is in/ormation as a Person Detai.# 8#3$#2#8#;#: Res+.t o/ Matc> C 8#3$#2#8#80 Disposition Type C 8#3$#2#8#88 A)ministrati?e <earing )isposition C 8#3$#2#8#8: Assigne) n?estigator C 8#3$#2#8#83 n+mBer o/ s+Bpoenas By type M Minor mo)i/ications are necessary# 8#3$#2#8#83 Comments C #$&( Disco?ery Mo)+.e M T>is is a ne( /eat+re# 8#30#8 Creation o/ e.ectronic )isco?ery pac-et t>at can Be a+tomatica..y generate) an) )istriB+te) to )e/ense co+nse.# M 8#30#8#8 Disco?ery generate) m+st Be ?ie(aB.e By )e/ense co+nse. (it>o+t t>e +se o/ any specia. or proprietary so/t(are or >ar)(are# M 8#30#8#: CapaBi.ity /or )e/ense co+nse. to )o(n.oa) )isco?ery pac-ets o?er a sec+re (eB connection# M 8#30#8#3 Create a .og o/ )ate E time )isco?ery pac-ets are )o(n.oa)e) By )e/ense co+nse.# M 8#30#: ABi.ity to a+tomatica..y page n+mBer G%ates StampH a.. pages an) images in a )isco?ery pac-et# C 8#30#3 ABi.ity to re)act con/i)entia. in/ormation at M Marc> :8C :008 03 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" t>e time a )isco?ery pac-et is create)# Re)actions (i.. app.y on.y to t>e copies o/ )oc+ments or images to Be containe) in t>e )isco?ery pac-et an) (i.. not c>ange t>e )oc+ments as origina..y entere) into t>e case management system 8#30#$ ABi.ity to -eep a .og o/ )ate E time re.ease) an) items inc.+)e) /or eac> )isco?ery pac-etC (>et>er re.ease) as >ar) copy or By )o(n.oa)# M % Management Reports C %$# T>e system m+st inc.+)e stan)ar) reports +sing any comBination o/ t>e /o..o(ing in/ormation CS n a near term re.easeC CRMES (i.. a..o( a)ministrati?e +sers to create an) sa?e a report so t>at it is accessiB.e to ot>er +sers in t>e system# T>is is >o( o+r pro)+ct (i.. >an).e Kstan)ar) reportsL# / San *oa@+in&s speci/ie) criteria Be.o( is sc>e)+.e) /or inc.+sion in t>e a) >oc reporting too. prior to 2F:00;C t>e comment so notes# :#8#8 Tota. case /i.ings By mont> C :#8#: Tota. case /i.ings By +nit CS Sc>e)+.e) :#8#3 Tota. comp.aints /i.e) CS Sc>e)+.e) :#8#3#8 %y Unit CS Sc>e)+.e) :#8#3#: %y re/erring agency M Marc> :8C :008 0$ Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" :#8#3#3 %y co+rt )istrict M :#8#$ Cases )ec.ine) CS Sc>e)+.e) :#8#$#8 %y Unit CS Sc>e)+.e) :#8#$#: %y re/erring agency M :#8#$#3 %y co+rt )istrict M :#8#0 Cases ret+rne) /or /+rt>er in?estigation CS Sc>e)+.e) :#8#0#8 %y Unit CS Sc>e)+.e) :#8#0#: %y re/erring agency M :#8#0#3 %y co+rt )istrict M :#8#2 Cases /i.e) By crime type CS Sc>e)+.e) :#8#4 Cases /i.e) By en>ancement type CS Sc>e)+.e)J En>ancement to Be C>arge F.ag# :#8#4#8 ,reat %o)i.y n=+ry CS Sc>e)+.e)J En>ancement (o+.) Be a C>arge F.ag# :#8#4#: Firearms +se CS Sc>e)+.e)J En>ancement (o+.) Be a C>arge F.ag# :#8#4#3 5t>er (eapons +se CS Sc>e)+.e)J En>ancement (o+.) Be a C>arge F.ag# :#8#4#$ E.)er.yF)epen)ent ?ictim CS Sc>e)+.e)J En>ancement (o+.) Be a C>arge F.ag# :#8#4#0 E3cessi?e ta-ingF)amage CS Sc>e)+.e)J En>ancement (o+.) Be a C>arge F.ag# :#8#4#2 Dr+g @+antity en>ancements CS Sc>e)+.e)J En>ancement (o+.) Be a C>arge F.ag# :#8#8 5pen Cases Gnon-(arrant casesH CS Sc>e)+.e) :#8#8#8 %y DDA CS Sc>e)+.e) Marc> :8C :008 00 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" :#8#8#: %y +nit CS Sc>e)+.e) :#8#8#3 %y crime type CS Sc>e)+.e) :#8#8#$ %y en>ancement type CS Sc>e)+.e)J En>ancement (o+.) Be a C>arge F.ag# :#8#8#0 %y n+mBer o/ )ays since case /i.e) M :#8#; 1arrant Cases M :#8#80 6+mBer o/ co+rt appearances CS Sc>e)+.e) :#8#80#8 *+ry Tria.s CS Sc>e)+.e) :#8#80#: Co+rt Tria.s CS Sc>e)+.e) :#8#80#3 Pre.iminary E3aminations CS Sc>e)+.e) :#8#80#$ ,ran) *+ry presentments CS Sc>e)+.e) :#8#88 ,rant cases By type an) n+mBer CS Sc>e)+.e) :#8#8: Restit+tion 5r)ers M :#8#8:#8 %y n+mBer o/ cases M :#8#8:#: %y )o..ar ?a.+e M :#8#83 Me)ian Time M Fi.ing to Disposition M :#8#83#8 A.. crimina. cases M :#8#83#: %y case type M %$% T>e system (i.. a..o( +sers to create a)- >oc reports (it>o+t re@+iring -no(.e)ge o/ programming .ang+ages# CS CRMES (i.. s+pport a)->oc reporting in a near term re.ease prior to 2F:00;# %$& T>e system (i.. a..o( a)->oc reports to Be create) +sing any o/ t>e )ata /ie.)s re.ate) to a person or case# 6 CRMES B+i.t in a)- >oc @+ery inc.+)es manyC B+t not a..C /ie.)s re.ate) to a person or case# CRMES can Be mo)i/ie) to a..o( reporting on Marc> :8C :008 02 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" a))itiona. /ie.)s i/ necessary# n a))itionC San *oa@+in co+.) is a t>ir)-party too.C s+c> as Crysta. Reports to @+ery t>e CRMES )ataBase# %$' T>e system (i.. Be capaB.e o/ e3porting case.oa) an) /inancia. )ata to Microso/t E3ce.# M C+rrent.y t>e CRMES app.ication e3ports a.. App.ication Reports to PDF# A ne( App.ication Report (o+.) nee) to Be create) /or t>e /inancia. )ata an) t>e aBi.ity to e3port a.. App.ication Reports to E3ce. (i.. Be a))e) in a near term re.ease# %$( T>e system (i.. Be aB.e to )irect reports to a (or-station screenC /i.eC net(or- printer or net(or- e-mai. acco+nt# C %$) S+per?isors m+st Be aB.e to assignC maintainC an) trac- cases in a.. mo)+.es# C :#2#8 n?estigati?e s+per?isors m+st Be aB.e to assignC maintainC an) trac- ser?ice re@+ests# CS T>is /+nctiona.ity KTas-L is sc>e)+.e) /or a))ition to t>e system prior to Marc> :8C :008 04 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 2F:00;# :#2#: !ictimF1itness s+per?isors m+st Be aB.e to assignC maintainC an) trac- ?ictim ser?ice re@+ests# CS T>is /+nctiona.ity KTas-L is sc>e)+.e) /or a))ition to t>e system prior to 2F:00;# :#2#3 S+per?ising DDAs m+st Be aB.e to assignC maintainC an) trac- case assignments an) DDA case.oa)s# C & System Sec+rity &$# A.. app.ication an) )ata /i.es m+st Be protecte) /rom +na+t>oriAe) access# C 3#8#8 Pass(or)s /or e?ery +ser# C 3#8#: 5t>er sec+rity an) a+t>oriAation met>o)sC inc.+)ing aBi.ity to restrict access to certain screens an) /ie.)s By +ser an) +ser gro+p# 6 Pri?i.eges are genera..y associate) (it> t>e case type an) screen .e?e.C rat>er t>an t>e /ie.) .e?e.# A .imite) n+mBer o/ /ie.)s are associate) (it> pri?i.eges# Mo)i/ications co+.) Be ma)e to associate a))itiona. se.ect /ie.)s (it> pri?i.egesC B+t not to e3ten) speci/ic pri?i.eges to every /ie.) (it>in t>e system# 3#8#3 System s>o+.) a..o( /or a+tomatic .ogin (>en +sers are a+t>enticate) to t>e DA 6o?e.. net(or-# M CRMES c+rrent.y s+pports Microso/t 1in)o(s ntegrate) Marc> :8C :008 08 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" A+t>entication# &$% A+t>oriAe) personne. m+st Be aB.e to a))C c>angeC or )e.ete pass(or)s# C &$& System a)ministrator m+st Be aB.e to speci/y (>ic> /+nctions in)i?i)+a. +sers or gro+ps o/ +sers can per/orm# C 3#3#8 A)ministrator C 3#3#: Manager or +nit s+per?isor C 3#3#3 Reg+.ar +ser C 3#3#$ n@+iry on.y C &$( T>e system (i.. pro?i)e an a+)it trai. /or e?ery )ata entry an) c>ange# CS T>is /eat+re (i.. Be a))e) in a near term re.ease prior to 2F:00;# &$) T>e system (i.. a..o( )esignation o/ certain /ie.)s /or re@+ire) entry Be/ore e3itingF+p)ating t>e screen# C &$* Any /ie.) can Be ma)e a sec+re /ie.) re@+iring a)ministrator access# 6 See o+r response to 3#8#: &$+ T>e system (i.. pro?i)e t>e aBi.ity to restrict access to a case recor) or portion o/ a case recor) /or ?ie(ing an)For +p)ating By specia..y a+t>oriAe) +sers or +ser gro+ps# C ,enera. system sec+rity is Base) on ro.es# Users are assigne) to one or more ro.es# T>e ro.e )e/ines t>e portion o/ a case accessiB.e to +sers in t>e ro.eC an) t>e /+nctions GCreateC Rea)C Up)ateC De.ete an) E3ec+teH t>at t>e +sers may per/orm per screen# An a))itiona. /eat+re Marc> :8C :008 0; Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" a..o(s an in)i?i)+a. case to Be mar-e) Ksensiti?eCL (>ic> ren)ers t>at case accessiB.e on.y to t>ose assigne) to (or- on t>e case an) t>ose (it> specia. pri?i.eges# &$, T>e system (i.. pro?i)e /or comp.ete )e.etion o/ speci/ic in/ormation or a speci/ic case recor)C inc.+)ing )e.etion o/ t>e a+)it trai.C By t>e system a)ministrator on.y an) +pon receipt o/ an appropriate co+rt or)er# C CRMES a..o(s en) +sers (it> t>e appropriate pri?i.ege to )e.ete a case or portion o/ a case# T>e a)ministrator can a.so KE3p+ngeL t>e case (>ic> on.y .ea?es a sma.. /ootprint o/ t>e caseC or t>ey can remo?e it /rom t>e )ataBase# ' n@+iry Re@+irements '$# T>e system (i.. pro?i)e /or t>e aBi.ity to searc> /or in/ormation +sing any /ie.) or comBination o/ /ie.)s containe) in t>e recor)s# 6 T>e system pro?i)es /or searc> By manyC B+t not a.. /ie.)sC containe) in t>e recor)s# T>e sc>e)+.e) a)->oc reporting /+nction (i.. pro?i)e a (ay to .ocate cases By e?en more /ie.)s as (e..# '$% T>e system m+st Be aB.e to searc> Base) on partia. namesC a))resses or ot>er M T>e system a..o(s searc> on partia. Marc> :8C :008 20 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" entries# namesC B+t not on partia. a))resses# T>is (o+.) re@+ire a simp.e mo)i/ication# '$& T>e system (i.. Be aB.e to searc> /or in/ormation (it>in partic+.ar rangesC inc.+)ing )ate ranges an) crime types# C '$' T>e system (i.. a..o( searc>es /or ?a.+es Kgreater t>anLC K.ess t>anLC an) Knot e@+a. toL# C '$( T>e system (i.. a..o( +sers to procee) )irect.y to t>e appropriate searc> /ie.)s (it>o+t >a?ing to scro.. or ot>er(ise mo?e t>ro+g> ot>er /ie.)s or screens# C Primary searc> criteria are present at a.. timesJ /+.. searc> criteria a?ai.aB.e on searc> screenC (>ic> is )irect.y accessiB.e /rom main men+# (
T Re@+irements C ($# T>e system m+st Be capaB.e o/ printing to a ?ariety o/ printers an) p.otters# C ($% T>e system m+st Be aB.e to Bac-+p )ata to ?ario+s types o/ me)ia /or o//-site storage# CFT CRMES is compatiB.e (it> a.. ma=or t>ir)-party Bac-+p so/t(are app.ications# ($& T>e system m+st +se an in)+stry stan)ar) re.ationa. )ataBase management system GRD%MSH t>at is comp.iant (it> t>e American 6ationa. Stan)ar)s nstit+te GA6SH# T>ere s>o+.) C Marc> :8C :008 28 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" Be 5pen DataBase Connecti?ity G5D%CH )ri?ers so t>at ot>er so/t(are app.ications may access e3porte) )ata# ($' T>e system m+st Be comp.iant (it> ,.oBa. *+stice XM' stan)ar)s as speci/ie) By t>e US Department o/ *+stice M 5//ice o/ *+stice Programs an) 6ationa. n/ormation E3c>ange Mo)e. G6EMH stan)ar)s# 6 1e Base) o+r initia. )esign o// t>e *+stice XM' sc>emaC B+t >a?e mo)i/ie) an) optimiAe) t>e sc>ema to enaB.e a more stream.ine) E c+stomiAaB.e (or-/.o( an) system /or DA o//ices +se# ($( T>e system m+st Be aB.e to e3c>ange )ata (it> ot>er so/t(are inc.+)ing B+t not .imite) toD M 0#0#8 San *oa@+in Co+nty&s integrate) .egacy systemsD M 0#0#8#8 Crimina. *+stice n/ormation System GC*SH M 0#0#8#: *+?eni.e *+stice n/ormation System G**SH M 0#0#8#3 'oca. Area 1arrant System G'A1SH M 0#0#: District Attorney in->o+se )ata Bases M 0#0#3 E-mai. - 6o?e.. ,ro+p 1ise C 0#0#$ nternet %ro(sers C 0#0#$#8 nternet E3p.orer C 0#0#$#: 5t>er <TM' comp.iant Bro(sers M 0#0#0 1eB Ser?ices C 0#0#0#8 Pro?i)e) ?ia <TTPSC <TTPC XM'C *A!A C 0#0#0#: ABi.ity to access system ?ia Bro(ser /ront en) or t>in c+stomer# C Marc> :8C :008 2: Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 0#0#2 Des-top app.ications inc.+)ingD C 0#0#2#8 Microso/t 5//ice :003 M AccessC E3ce.C 1or)C Po(erPoint C 0#0#2#: 1or)Per/ect C See o+r response to 8#:$ aBo?e# 0#0#4 Crysta. Reports C C%ER >as +se) Crysta. Reports /or ot>er CRMES c+stomers# 0#0#8 5t>er agency Recor) Management Systems GRMSH or )oc+ment management systems Ge#g# 5n%aseH# M 5nce San *oa@+in pro?i)es C%ER (it> mapping in/ormationC on.y minor mo)i/ications (i.. Be re@+ire) /or t>e inter/aces# ($) Per/ormance 0#2#8 Per/ormance Criteria M gi?en 300 conc+rrent +sers an) a pro=ecte) )ataBase o/ 800C000 /i.es t>e system m+st meet t>e /o..o(ing speci/ications (>i.e r+nning on a 800mB 'A6 connection# C 0#2#8#8 Mo?ing /rom screen to screen or /ie.) to /ie.) s>o+.) not ta-e more t>an 8 secon)# 6 P.ease note t>at t>is is tr+e /or t>e ma=ority o/ t>e screens (it>in CRMES# <o(e?erC some /ie.)s +ti.iAe A*AX (>ic> may ta-e .onger t>an a secon) to .oa)# 0#2#8#: Mo?ing /rom one recor) to anot>er s>o+.) 6 See o+r response /or Marc> :8C :008 23 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" not ta-e more t>an : secon)s# 0#2#8#8 aBo?e# 0#2#8#3 'oo-+p o/ a recor) (it> a speci/ic -eye) ?a.+e s>o+.) not ta-e more t>an 0 secon)s# C 0#2#8#$ Recor)ing o/ a speci/ic -eye) screen ?a.+e s>o+.) not ta-e more t>an 0 secon)s# C 0#2#: Sca.aBi.ity C 0#2#:#8 T>e system m+st Be sca.aB.e to accommo)ate t(ice t>e n+mBer o/ +sers an) t>ree times t>e )ataBase siAe /or at .east 4 years# C 0#2#:#: Users can rep.ace or a)) on components to increase capacity o/ spee) Ge#g# B.a)e ser?er tec>no.ogyH# C 0#2#:#3 T>ere m+st Be t>e capaBi.ity to mo?e )ata to a separate >istorica. )ataBase# T>e system s>o+.) Be aB.e to contain at .east 4 years o/ )ata# C 0#2#3 Screen 6a?igation - T>e system m+st a..o( +sers to mo?e /ree.y Bet(een screens (it>o+t >a?ing to ret+rn to a main men+ an) m+st not re@+ire re-entry o/ t>e same in/ormation on m+.tip.e screens# C 0#2#$ Data Manip+.ation C 0#2#$#8 A.. ?a.i)ation m+st Be )one By +ser )ri?en taB.es# 6 Most ?a.i)ation is accomp.is>e) By +ser-)ri?en taB.esC B+t t>ere are some instances in (>ic> t>e ?a.i)ation is inc.+)e) in a Marc> :8C :008 2$ Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" c+stomiAation .ayer G/or e3amp.eC specia. /ie.) /ormatting re@+irements are not taB.e-)ri?enH# 0#2#$#: Data manip+.ation m+st Be accomp.is>e) (it>o+t )ecreasing system per/ormance times# C 0#2#$#3 Data s>o+.) >a?e )e/a+.t ?a.+es (>ere app.icaB.e# C 0#2#$#$ Users m+st Be a..o(e) to a))C +p)ateC )e.eteC storeC print or )isp.ay in/ormation (it>o+t e3iting t>e system C 0#2#$#0 Users m+st Be aB.e to searc>C @+eryC an) s+mmariAe )ata# C 0#2#$#2 Reports s>o+.) Be aB.e to contain grap>sC c>arts or ot>er grap>ic representations o/ )ata in t>e system# M C%ER recommen)s t>e +se o/ a t>ir)- party reporting too. to create grap>ic representations o/ )ata# 0#2#$#4 System a)ministrator m+st Be aB.e to a)) ne( /ie.)s to t>e )ataBase# 6 T>e system a)ministrator can +se t>e K)etai. /ie.)L to e3pan) )ata co..ectionC B+t t>e a)ministrator cannot a.ter t>e )ataBase itse./# 0#2#0 M+.ti-+ser En?ironment M T>e system m+st Be capaB.e o/ pre?enting .oss o/ in/ormation By sim+.taneo+s +p)ates# C 0#2#2 T>e system m+st a..o( +sers to access m+.tip.e app.ications on t>eir (or-stations C Marc> :8C :008 20 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" at t>e same time# 0#2#4 Sec+rity C 0#2#4#8 T>e system m+st >a?e a DataBase A)ministration Mo)+.e to a..o( a system a)ministrator to manage .oca. an) remote +ser access# C 0#2#4#: Pass(or)s C 0#2#4#:#8 System an) app.ication .e?e. pass(or)s m+st Be encrypte) )+ring +ser a+t>entication# C 0#2#4#:#: Users s>o+.) Be aB.e to c>ange t>eir o(n pass(or)s# C 0#2#4#:#3 Uti.ities s>o+.) Be incorporate) to en/orce r+.es regar)ing pass(or) constr+ction an) /orce pass(or) c>ange at a pre)etermine) time# C 0#2#4#:#$ System s>o+.) protect against m+.tip.e attempts to )etermine a +ser pass(or)C at minim+m 3-try .oc-o+t (it> reset By system a)ministrator# C 0#2#4#3 Users (it>o+t access to a screen s>o+.) not see or Be a(are o/ t>at screen# C 0#2#8 n t>e e?ent o/ system /ai.+reC t>ere m+st Be a means o/ reco?ering .ost )ata (it>in $ >o+rs t>at is easy to +seC an) can Be )emonstrate) an) )oc+mente) By t>e ?en)or# CFT CRMES +ses t>e S9' :000 B+i.t in reco?ery /eat+re# ) System S+pport C )$# !en)or S+pport C 2#8#8 !en)or m+st i)enti/y )epartment T an) C Marc> :8C :008 22 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" sta//ing nee)sC re@+ire) s-i.. setC an) time commitments /or pro)+ct imp.ementation# 2#8#: !en)or m+st i)enti/y )epartment T an) sta//ing nee)sC re@+ire) s-i.. setC an) time commitments /or on-going s+pport# C 2#8#3 !en)or m+st i)enti/y any co+nty n/ormation Systems Di?ision GSDH sta//ing nee)sC re@+ire) s-i.. setC an) time commitments necessary to imp.ement connecti?ity Bet(een propose) system an) co+nty .egacy systems C 2#8#$ !en)or nee)s to Be a(are o/ a.. -no(n sec+rity ?+.neraBi.ities o/ t>e operating system an) a.. propose) system +ti.ities an) >a?e incorporate) t>e appropriate ?+.neraBi.ity so.+tions into t>e system )esign# C 2#8#0 !en)or s>o+.) >a?e a system /or monitoring sec+rity B+..etins /or t>e operating system an) a.. system +ti.ities an) pro?i)e an) app.y t>e appropriate +pgra)es or Kpatc>esL /or ne(.y )isco?ere) ?+.neraBi.ities# 6 t is common practice t>at t>e SD )i?ision app.ies t>e system patc># C%ER (i.. app.y any CRMES app.ication patc>es# 2#8#2 !en)or (i.. pro?i)e on-site s+pport (it>in $ >o+rs o/ re@+est# C )$% Upgra)esC Up)ates an) Ann+a. S+pport C 2#:#8 T>ere m+st Be a means to a+tomatica..y )istriB+te +p)ate) so/t(are to a.. (or-stations# C CRMES is a (eB so.+tion an) t>ere is no nee) to )istriB+te any CRMES +p)ates to (or-stations# 2#:#: !en)or s>a.. pro?i)e +p)ates to -eep 6 T>is )epen)s on t>e Marc> :8C :008 24 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" so/t(are comp.iant (it> c>anging .ega. an) tec>nica. en?ironment at .east t(ice per yearC (it> notice to t>e system a)ministrator# act+a. .ega. or tec>nica. c>ange re@+ire)# 2#:#3 System (i.. inc.+)e minim+m o/ : years o/ +pgra)esC so/t(are +p)ates an) ma=or system re?isions (it>o+t a))itiona. c>arge 6 C%ER cannot o//er t(o years /ree maintenance an) s+pport an) stay (it>in t>e B+)get .imit impose) By t>e Co+nty in t>e RFP# C%ER can pro?i)e maintenance an) s+pport as price) options a?ai.aB.e to t>e Co+nty at an a))itiona. c>arge o/ 88O o/ t>e CRMES 'icense Fees per ca.en)ar year# Eac> maintenance an) s+pport option year e3tension may Be e3ercise) By t>e Co+nty By pro?i)ing (ritten notice to C%ER not .ess t>an 20 )ays prior to t>e en) o/ t>e t>en c+rrent contract term# Marc> :8C :008 28 Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" A.ternati?e.yC C%ER can pro?i)e maintenance an) s+pport to t>e Co+nty on a time an) materia.s Basis as nee)e) at C%ER&s t>en c+rrent rates /or s+c> ser?ices# C%ER is a.so open to negotiating a re)+ction in t>e scope o/ t>e initia. pro=ect s+//icient to /+..y /+n) t>e ann+a. maintenance an) s+pport c>arges /or t(o years# 2#:#$ 5ptiona. so/t(are an) system +pgra)e s+pport m+st Be a?ai.aB.e /or a))itiona. years t>ro+g> a set /ee maintenance agreement# C )$& System Doc+mentation C 2#3#8 5n .ine man+a.s in PDF /ormat C 2#3#: Compre>ensi?e +sers man+a.GsH /or a.. so/t(are operations containing screen i..+strationsC samp.es o/ reports an) )etai.e) instr+ctions s+//icient to teac> non-tec>nica. an) a)ministrati?e personne. to operate t>e so/t(are# C )$' Training s>o+.) Be a?ai.aB.e on-site /orD C Marc> :8C :008 2; Proposal - Response to RFP #08-03 District Attorney Case Management System FUNCTIONAL REUIRE!ENT" RE"PON"E CODE CO!!ENT" 2#$#8 Department T sta// C 2#$#: System +sers C )$( To.. /ree >e.p n+mBer s>o+.) Be a?ai.aB.e )+ring B+siness >o+rs GPaci/ic TimeH a.ong (it> a >e.p .ine a?ai.aB.e :$ 3 4 /or tec>nica. proB.ems# C S P.ease note t>at t>e re@+irements t>at are mar-e) (it> KCSL (i.. Be inc.+)e) in a near term re.ease an) (i.. Be inc.+)e) in t>e pro)+ct t>at San *oa@+in recei?es in *+.y o/ :00;# tems speci/ie) in t>e aBo?e F+nctiona. Re@+irements taB.e t>at C%ER >as c.assi/ie) as comp.iant are Base) on o+r +n)erstan)ing o/ t>e re@+irement as it pertains to /eat+res in>erent (it>in CRMES# C%ER >as not consi)ere) or B+)gete) any c+stomiAation to t>ese /eat+res as a part o/ t>is pro=ect# S>o+.) San *oa@+in Co+nty re@+est C%ER to mo)i/y t>e operationsC Be>a?ior or processing /.o( /or a CRMES /eat+re )esignate) as comp.iantC s+c> mo)i/ication m+st Be m+t+a..y agree) +pon By C%ER an) San *oa@+in Co+nty an) accompanie) By an a+t>oriAe) C>ange 5r)er containing a))itiona. c+stomiAation time an) cost re@+irements o?er t>at (>ic> >as Been B+)gete) /or t>is pro=ect# Marc> :8C :008 40 Proect !""roac# 1ro2ect Lifec(cle Met*odolog( 3+er+iew C%ER&s pro=ect .i/ecyc.e met>o)o.ogy /or CRMES )ep.oyment pro=ects is o+r ncrementa. Prototyping Met>o)o.ogy GPMH# PM /oc+ses on optimiAing t>e imp.ementation o/ t>e stan)ar) app.icationsC an) e3ec+ting on.y strategic c+stomiAations# T>is approac> res+.ts in CRMES imp.ementations (it> gra)+ate) -no(.e)ge trans/er an)C most important.yC >ig> +ser o(ners>ip# PM +ti.iAes a B+i.)ing B.oc- approac> to )e.i?er a more sop>isticate) prototype o/ t>e Base pro)+ct ?ia incrementa..y a))ing c+stomer-re@+este) so/t(are /+nctiona.ity an) or system an)For )ata con/ig+ration# Eac> incrementa. prototype B+i.)s on t>e (or- o/ t>e pre?io+s stage a..o(ing +sers to grasp t>e concepts o/ t>e so/t(are Be/ore progressing to t>e ne3t set o/ prototyping acti?ities# PM contains /i?e stages# T>e /o..o(ing grap>ic i..+strates t>e incrementa. prototyping nat+re o/ PM# Marc> :8C :008 48 Marc> :8C :008 4: Eac> CRMES )ep.oyment is +ni@+e# Fe( pro=ects +ti.iAe a.. o/ t>e tas-s an) )e.i?eraB.es a?ai.aB.e in PM# C%ER >as tai.ore) PM /or +se at San *oa@+in Co+nty to Ba.ance o+r +n)erstan)ing o/ San *oa@+in Co+nty&s B+siness re@+irementsC organiAationa. pro/icienciesC as (e.. as time an) B+)getary constraints# T>e /o..o(ing taB.es )escriBe t>e ma=or acti?ities an) )e.i?eraB.es (it>in eac> incrementa. prototype o/ C%ER&s PM met>o)o.ogy /or t>is pro=ect# Discover. Resultin/ Deliverables Pro0ect C1arter "essions C%ER (i.. (or- co..aBorati?e.y (it> San *oa@+in Co+nty&s pro=ect sta-e>o.)ers in 7ic-o// Meeting (or- sessions toD Determine t>e critica. s+ccess /actors to s+ccess/+..y comp.ete t>e pro=ect an) con/irm pro=ect scopeC tec>nica. in/rastr+ct+re re@+irementsC an) San *oa@+in Co+nty&s Pro=ect Sta-e>o.)er reso+rce re@+irements# )enti/y pro=ect team ro.es an) responsiBi.itiesJ re?ie( an) con/irm pro=ect imp.ementation strategy GPro=ect C>arterH (it> pro=ect team Gcon?ersionC inter/aceC reportingC testingC trainingC c>ange managementH# EstaB.is> an) comm+nicate pro=ect management contro. processes# )enti/y ris- /actors an) )e?e.op t>e approac> an) action items to mitigate ris-# De?e.op comm+nication p.an an) sc>e)+.e /or e3ec+ti?e team an) pro=ect team meetings# Pro=ect C>arter Ginc.+)ingH Con?ersion Strategy nter/ace Strategy Reporting Strategy Testing Strategy En)-User Training Strategy C>ange Management Strategy Pro=ect Team 7ic-o// Meeting Pre.iminary Pro=ect Sc>e)+.e FitF,ap Sc>e)+.e Pro=ect Management Contro.s Comm+nication P.an A s>are) ?ision /or pro=ect goa.sC scopeC ro.es an) responsiBi.ities an) pro=ect strategies M Team %+i.)ing Fit 23ap Anal.sis 4or5s1ops Fit23ap "essions 6 Faci.itate FitF,ap sessions (>ic> (i.. Be >e.) (it> -ey sta-e>o.)ers /rom a.. a//ecte) San *oa@+in Co+nty areas in?o.?e) an) (>o can comm+nicate San *oa@+in Co+nty&s B+siness re@+irements against /eat+res not a?ai.aB.e in t>e CRMES so/t(are or (i.. re@+ire con/ig+ration Ge#g#C )ata con?ersionC inter/acesC an) reportsH# C%ER (i.. )e/ine approac>es to a))ress t>e gaps an) pro?i)e estimates o/ e//ort /or eac> approac># FitF,ap Sessions FitF,ap Ana.ysis Doc+ment Con/irme) scope /or s+Bse@+ent incrementa. prototypes A+t>oriAe) C>ange 5r)ersC i/ necessary Marc> :8C :008 43 Discover. Resultin/ Deliverables Fit23ap Document 6 De?e.op FitF,ap Doc+ment inc.+)ing estimates o/ e//ort /or eac> )e/ine) approac> an) pro?i)e C%ER&s recommen)e) inc.+sion o/ items G(it> )oc+mente) C>ange 5r)ersC i/ app.icaB.eH to Be a))resse) )+ring s+Bse@+ent acti?ities associate) (it> Con/ig+rationC Comp.e3 E3tension an) En?ironmenta. A)aptation incrementa. prototypes# ,ain signo// on )e/inition an) potentia. inc.+sion in scope /or eac> gap item# Detaile7 Pro0ect "c1e7ule 6 Detai.e) Pro=ect P.an is )e?e.ope) Base) on t>e )e/ine) ,ap So.+tions appro?e) By San *oa@+in Co+nty .ea)ers>ip at t>e conc.+sion o/ t>e FitF,ap Ana.ysis# Detai.e) Pro=ect Sc>e)+.e Disco?ery Signo// /orD FitF,ap Ana.ysis Doc+ment Detai.e) Pro=ect Sc>e)+.e Confi/uration Resultin/ Deliverables 8asic Confi/uration 6 Dep.oy CRMES in a )e?e.opmentFtest en?ironment an) con)+ct con/ig+ration p.anning sessions on CRMES to )e/ine >o( t>e system taB.es (i.. Be con/ig+re) to meet San *oa@+in Co+nty&s re@+irements# T>e con/ig+ration p.anning sessions (i.. a.so Be an opport+nity to i)enti/y an)For con/irm en)-+ser training nee)s# Interface Plannin/ 6 Detai.e) p.ans an) test scripts are create) /or t>e inter/aces i)enti/ie) in t>e RFP an) re/ine) )+ring t>e FitF,ap process# Conversion Plannin/ 6 A+tomate) an) Man+a. )ata con?ersion so+rces an) any a))itiona. )ata so+rces i)enti/ie) )+ring t>e FitF,ap processC )ata mappingC c+stomer )ata c.ean+p process an) )ata testing is )etermine)# T>e con?ersion approac> an) sc>e)+.e are )e?e.ope) into a %asic Con/ig+ration an) )ep.oyment o/ t>e CRMES App.ication %asic Data Con?ersion nter/ace P.an Con?ersion P.an Report P.an Sec+rity Con/ig+ration Testing o/ %ase System (it> San *oa@+in Co+nty )ata De.i?eraB.e Appro?a. an) Signo// Process /orD %asic Con/ig+ration o/ App.ication nter/ace P.an Con?ersion P.an Report P.an Sec+rity Con/ig+ration Testing o/ %ase System (it> San *oa@+in Co+nty )ata Marc> :8C :008 4$ Confi/uration Resultin/ Deliverables compre>ensi?e p.an# Report Plannin/ 6 Detai.e) reporting ana.ysis an) test scripts are )e?e.ope) to )e/ine t>e stan)ar) reports to Be +se) an) any a))itiona. reports i)enti/ie) )+ring t>e FitF,ap process# "ecurit. Confi/uration 6 Con/ig+re CRMES sec+rity an) test scripts to meet t>e B+siness an) sec+rity re@+irements o/ San *oa@+in Co+nty# 8asic Conversion 6 De?e.op Con?ersion e3tracts an) .oa) scripts /or eac> con?ersion so+rce an) any a))itiona. )ata con?ersion so+rces i)enti/ie) )+ring t>e FitF,ap process# Con?erte) )ata is e3tracte)C c.eanse) an) ?a.i)ate) By t>e c+stomer# Data Conversion Testin/ 6 Per/orm testing to ens+re t>at t>e comp.ete system /+nctions as )esigne) (it> con?erte) )ata inc.+)ingD CRMES Component testingC Con?ersion script testsC an) )ata mapping integrity# Con/ig+ration Acceptance Signo// Comple9 E9tensions Resultin/ Deliverables Customi:ations 6 Design an) )e?e.op t>e c+stomiAations )e/ine) an) appro?e) )+ring t>e FitF,ap Ana.ysis an) in comp.iance (it> C%ER recommen)ations# De?e.op test scripts an) +nit test to ?eri/y eac> component /+nctions as )esigne)# Comple9 E9tension Testin/ 6 Per/orm c+stomer testingC as m+t+a..y agree) +pon )+ring t>e FitF,apC to ens+re t>at CRMES /+nctions as )esigne)# De?e.ope) an) Unit Teste) C+stomiAations C+stomer Test o/ C+stomiAations M Comp.e3 E3tensions De.i?eraB.es Appro?a. an) Signo// /orD De?e.ope) C+stomiAations C+stomiAation Test Scripts Comp.e3 E3tensions Acceptance Signo// Marc> :8C :008 40 Environmental A7aptations Resultin/ Deliverables Interface Development 6 DesignC )e?e.op an) test c+stom system inter/aces Base) on t>e inter/ace p.ansC agree) +pon in t>e FitF,ap Ana.ysis an) in comp.iance (it> Con/ig+ration speci/ications# Report an7 Document Development 6 De?e.op an) test c+stom )e.i?ere) reports an) )oc+ments Base) on t>e re@+irements agree) +pon in t>e FitF,ap Ana.ysis an) in comp.iance (it> Con/ig+ration speci/ications# Environmental A7aptation Testin/ 6 Per/orm c+stomer testing to ens+re t>at t>e comp.ete system /+nctions as )esigne) inc.+)ingD So/t(are Component an) En?ironmenta. A)aptations Acceptance testing# nter/aces De?e.ope) an) Teste) Reports an) Doc+ments De?e.ope) an) Teste) De.i?eraB.es Appro?a. an) Signo// /orD nter/ace De?e.opment Reports an) Doc+ment De?e.opment En?ironmenta. A)aptations Acceptance Signo// Deplo.ment Resultin/ Deliverables Final 3o Live Plan 6 De?e.op a )etai.e) sc>e)+.e o/ e?ents t>at m+st occ+r to prepare t>e pro)+ction en?ironment an) s+pport /or K,o 'i?eL# Con7uct En7;User Trainin/ 6 De?e.op En)- User training man+a.s an) per/orm en)-+ser training to prepare t>e en) +sers to s+pport testing an) +.timate.y pro)+ction Perform User Acceptance Tests 6 Per/orm CRMES testing (it> respect to So/t(are Component testingC System nter/ace testingC an) Stress testing# Res+.ts are recor)e) an) incorporate) into a UAT Res+.ts )oc+ment /or San *oa@+in Co+nty appro?a.# Fina. ,o 'i?e P.an En)-User Training Materia.s En)-User Training Con)+cte) UAT Testing Pro)+ction Dep.oyment an) Fina. Data Con?ersion De.i?eraB.es Appro?a. an) Signo// /orD Fina. ,o 'i?e P.an ,o 'i?e Rea)iness Assessment Training Man+a.s En)-User Training UAT Res+.ts Report CRMES Pro)+ction Dep.oyment an) Fina. Data Con?ersion Dep.oyment Acceptance Signo// Marc> :8C :008 42 Pro7uction Deplo.ment an7 Final Data Conversion 6 Con)+ct CRMES pro)+ction en?ironment )ep.oyment an) Fina. Data Con?ersion to ens+re t>e most c+rrent )ata is a?ai.aB.e /or a.. app.ications as p.anne) in t>e Con?ersion P.an# T>e a/orementione) )e.i?eraB.es (i.. Be prepare) By C%ERC in co..aBoration (it> San *oa@+in Co+ntyC t>ro+g>o+t t>e co+rse o/ t>e pro=ect accor)ing to o+r PM met>o)o.ogy# D+ring Disco?ery an)For prior to initiating (or- on a speci/ic pro=ect )e.i?eraB.eC C%ER an) San *oa@+in Co+nty (i.. m+t+a..y )etermine )e.i?ery acceptance criteria# San Joa4uin Count( CRIMES 1ro2ect Lifec(cle T>e /o..o(ing /+rt>er )escriBes t>e PM acti?ities associate) (it> t>is pro=ect# A (or- Brea-)o(n str+ct+re containing t>ese acti?ities /o..o(s in t>e KPro=ect Sc>e)+.eL section o/ t>is )oc+ment# "isco+er( D+ring t>e Disco?ery Stage o/ t>e pro=ectC C%ER inten)s to accomp.is> se?era. oB=ecti?es t>at (i.. c.ear.y )e/ine >o( t>e pro=ect (i.. s+pport San *oa@+in Co+nty&s core case management oB=ecti?es#
T>e Disco?ery Stage s+pports integration into San *oa@+in Co+nty&s core oB=ecti?es in se?era. (ays# At a >ig> .e?e.C it )escriBes >o( t>e pro=ect (i.. accomp.is> oB=ecti?es t>at are .in-e) to San *oa@+in Co+nty&s case management strategy# At a more gran+.ar .e?e.C it )issects t>e strategy into e3ec+taB.e steps )esigne) to accomp.is> t>e oB=ecti?es o+t.ine) /or t>e pro=ectT Pro=ect C>arter i)enti/ies t>e scopeC approac>C oB=ecti?esC s+ccess criteriaC an) re.ate) pro=ect speci/ic a)ministrati?e /+nctions# T>e C>arter estaB.is>es >o( t>e pro=ect team agrees to interact Bet(een t>emse.?esC t>e Pro=ect&s Sta-e>o.)ersC an) constit+ents# Pro=ect A)ministration speci/ies t>e /re@+ency an) content o/ pro=ect reportingC ris- an) iss+e ana.ysis an) re?ie(C an) pro=ect team meeting sc>e)+.es# ,o?ernance )escriBes t>e )ecision ma-ing str+ct+re o/ t>e pro=ect team# T>e Pro=ect Sc>e)+.e i)enti/iesC at a tas- .e?e.C t>e (or- t>at m+st Be accomp.is>e) By t>e =oint teamC t>e estimate) e//ort re@+ire)C reso+rce assignmentsC an) re.ations>ip Bet(een tas-s# FitF,ap estaB.is>es t>e core B+siness an) tec>nica. re@+irements /or t>e initia. imp.ementation o/ t>e CRMES so/t(are# T>e /it ana.ysis (i.. reso.?e a.. >ig> priority gaps +sing ?ario+s approac>es inc.+)ing process c+stomiAationC (or-aro+n)sC an) ot>er tec>nica. so.+tions s+c> as (or-/.o( or reports# At t>e conc.+sion o/ t>e Disco?ery StageC t>e team (i.. >a?e )e?e.ope) t>e Pro=ect&s C>arter (>ic> (i.. re/ine an) c.ari/y t>e oB=ecti?es an) scope o/ t>e pro=ect an) integrate t>e e3ec+ti?e Marc> :8C :008 44 management team (it> t>e pro=ect team memBers# T>e res+.t is t>at t>e pro=ect (i.. >a?e a roa)map in p.ace )esigne) to meet t>e B+siness oB=ecti?es i)enti/ie) By San *oa@+in Co+nty# More important.yC t>e roa)map (i.. a..o( t>e pro=ect&s sponsor an) sta-e>o.)ers t>e aBi.ity to meas+re progress to(ar)s t>e inten)e) o+tcomes an) @+ic-.y respon) to ?ariance# 5n a tactica. .e?e.C t>e pro=ect team (i.. >a?e comp.ete) a re?ie( o/ t>e pre?io+s.y )oc+mente) B+siness an) tec>nica. re@+irements /or /eat+res not categoriAe) as comp.iant (it>in t>e F+nctiona. Re@+irements taB.e# T>is ana.ysis (i.. pro?i)e Bac-gro+n) aBo+t San *oa@+in Co+nty&s c+rrent B+siness processing necessary /or t>e pro=ect team to Begin to con/ig+re t>e CRMES system to ac>ie?e t>e oB=ecti?es estaB.is>e) in t>e Pro=ect C>arter# <ig> .e?e. Disco?ery tas-s inc.+)eD Conduct Project Charter Sessions (Kickoff eetin!s" # Up to : )ays o/ meetings (it> San *oa@+in Co+nty pro=ect sta-e>o.)ers to )isc+ssC m+t+a..y agree +pon an) )oc+ment pro=ect strategy an) oB=ecti?esC pro=ect a)ministrationC management contro.sC an) FitF,ap sessions sc>e)+.e# Finali$e %nitial Project Schedule # %ase) on Pro=ect C>arter Session )isc+ssionsC /ina.iAe initia. pro=ect p.an /or re?ie( (it> San *oa@+in Co+nty pro=ect sta-e>o.)ers# Conduct Fit&'ap Sessions # C%ER an) San *oa@+in Co+nty reso+rces (i.. atten) $ sessionsC .asting +p to : )ays apiece to )isc+ss an) )oc+ment Gin t>e /orm o/ a FitF,ap Ana.ysis )oc+mentH re@+irements gaps associate) (it>D App.ication /eat+res re@+iring c+stomiAation per t>e taB.e )escriBe) in t>e KF+nctiona. Re@+irementsL section o/ t>is )oc+ment Data Con?ersion so+rces System nter/aces Report an) Doc+ment generation S+Bse@+ent to t>e sessionsC t>e FitF,ap Ana.ysis )oc+ment (i.. Be conso.i)ate) into )ra/t /orm (it> a.. gap items )e/ine) an) estimate) /or s+Bse@+ent )e?e.opmentFc+stomiAation an) testing e//orts# %ase) on B+)get an) RFP scope constraints /actore) into C%ER&s /i3e) price pro=ect response )escriBe) (it>in t>is )oc+mentC gap item C>ange 5r)er )oc+ments (i.. Be generate) i/ t>e /o..o(ing con)itions e3ist s+Bse@+ent to comp.eting FitF,ap ana.ysisD Tota. >o+rs estimate) to )e?e.op an) +nit test System nter/ace gap items e3cee)s 800 (or- e//ort >o+rs A))itiona. So/t(are C+stomiAation re@+irements are )etermine) Beyon) t>ose categoriAe) as KML or KTL in t>e taB.e s>o(n in t>e KF+nctiona. Re@+irementsL section o/ t>is )oc+ment A))itiona. Data Con?ersion so+rces are )etermine) ot>er t>an t>ose i)enti/ie) taB.e s>o(n in t>e KF+nctiona. Re@+irementsL section o/ t>is )oc+ment Marc> :8C :008 48 FitF,ap items (it> correspon)ing C>ange 5r)ers (i.. Be )isc+sse) (it> San *oa@+in Co+nty sta-e>o.)ers /or inc.+sion in t>e scope o/ t>e pro=ect G(it> recommen)ations By C%ERH# San *oa@+in Co+nty (i.. )etermine +.timate /+nctiona. scope items an)C i/ app.icaB.eC a+t>oriAe C>ange 5r)ers /or a))itiona. scope items Beyon) t>at (>ic> >as Been p.anne) an) B+)gete) By C%ER# Finali$e Detailed Project Schedule # C%ERC Base) on res+.ts o/ t>e pre?io+s acti?ityC (i.. +p)ate t>e pro=ect sc>e)+.e an) con)+ct a re?ie( (it> San *oa@+in Co+nty pro=ect sta-e>o.)ers# Disco?ery )e.i?eraB.es /or t>is pro=ect are .iste) in t>e taB.es )escriBe) in t>e KPro=ect 'i/ecyc.e 5?er?ie(L section o/ t>is )oc+ment# Con,guration 1>i.e Disco?ery (as /oc+se) on +n)erstan)ing an) )e/ining t>e B+siness proB.emC t>e Con/ig+ration stage (i.. Be /oc+se) on a.ternati?e approac>es to so.?ing it# T>at is to say t>at t>ere is no pre)etermine) so.+tion /or San *oa@+in Co+nty&s B+siness t>at comes (it> t>e )ep.oyment o/ t>e CRMES core pro)+ct# C%ER an) San *oa@+in Co+nty (i.. +se str+ct+re) (or-ing sessions to re?ie( a.ternati?es /or speci/ic B+siness topics# mp.ications /or ?ario+s so.+tions in re.ate) system /+nctions (i.. Be i)enti/ie) By t>e cons+.tants an) comm+nicate) to San *oa@+in Co+nty&s B+siness an)For tec>nica. reso+rces assigne) to t>e p.anning session# <ig> .e?e. Con/ig+ration tas-s /or t>is pro=ect inc.+)e t>e /o..o(ingD 8asic Confi/uration 6 S+Bse@+ent to )ep.oying CRMES Base so/t(are in a )e?e.opmentFtest en?ironment prepare) By San *oa@+in Co+ntyC C%ER (i.. con)+ct a 3 )ay sessionC speci/ica..y )esignate) to Con/ig+ration P.anning# C%ER an) )esignate) San *oa@+in Co+nty reso+rces (i.. )e/ine an) )oc+ment >o( t>e system taB.es (i.. Be con/ig+re) an) teste) to meet t>e San *oa@+in Co+nty re@+irements# T>e Con/ig+ration P.anning sessions (i.. a.so Be an opport+nity to i)enti/y any en)-+ser training nee)s# Conversion Plannin/ 6 C%ER (i.. con)+ct a : )ay sessionC speci/ica..y )esignate) to Con?ersion P.anning# C%ER an) )esignate) San *oa@+in Co+nty reso+rces (i.. )e/ineFcon/irm t>e con?ersion so+rce e3tract processC )ata mapping ?ia t>e CRMES )ataBase sc>emaC man+a. )ata taB.e pop+.ationC con?ersion testing an) t>e process /or per/orming )ata c.ean+p By co+nty reso+rces# T>e con?ersion approac> an) sc>e)+.e (i.. Be )oc+mente) into a compre>ensi?e p.an# Interface Plannin/ 6 C%ER (i.. con)+ct a : )ay sessionC speci/ica..y )esignate) to nter/ace P.anning# C%ER an) )esignate) San *oa@+in Co+nty reso+rces (i.. create an) )oc+ment )etai.e) p.ans /or )e?e.oping an) testing t>e inter/aces .iste) in t>e taB.e s>o(n in t>e KF+nctiona. Re@+irementsL section o/ t>is )oc+ment an) any a))itiona. appro?e) inter/aces i)enti/ie) )+ring t>e FitF,ap process# Marc> :8C :008 4; Report Plannin/ 6 C%ER (i.. con)+ct a : )ay sessionC speci/ica..y )esignate) to Report P.anning# C%ER an) )esignate) San *oa@+in Co+nty reso+rces (i.. )e/ine an) )oc+ment )etai.e) reporting ana.ysis an) test scripts /or eac> stan)ar) report to Be +se) an) any a))itiona. reports i)enti/ie) )+ring t>e FitF,ap process# "ecurit. Plannin/ 6 C%ER (i.. con)+ct a : )ay sessionC speci/ica..y )esignate) to Sec+rity P.anning# C%ER an) )esignate) San *oa@+in Co+nty reso+rces (i.. )etermine an) )oc+ment >o( CRMES is to Be con/ig+re) an) teste) to meet t>e B+siness an) sec+rity re@+irements o/ San *oa@+in Co+nty# S+Bse@+ent.yC C%ER (i.. per/orm con/ig+ration acti?ities an) testing to t>e CRMES sec+rity mo)+.e Base) on res+.ts o/ t>e Sec+rity P.anning sessions# 8asic Conversion 6 %ase) on t>e Con?ersion P.anning res+.tsC San *oa@+in Co+nty (i.. pro?i)e )ata e3tracts an) C%ER (i.. )e?e.op con?ersion scripts to map t>e e3tracte) )ata to t>e CRMES )ataBase sc>ema# T>e co+nty (i.. a.so per/orm man+a. )ata taB.e pop+.ation as i)enti/ie) )+ring t>e Con?ersion P.anning sessions# T>e con?erte) )ata (i.. Be a+)ite) an) c.eanse) By t>e co+nty accor)ing to t>e )ata c.ean+p processes )oc+mente) in t>e Con?ersion P.an# C%ER (i.. rer+n con?ersion scriptsC as necessaryC o?er a 0 )ay perio) )+ring )ata c.eansing# Confi/uration Document Approvals 6 5?er a 80 )ay perio)C C%ER (i.. )istriB+te a.. )oc+mentation to San *oa@+in Co+nty pro=ect sta-e>o.)ers /or re?ie(C mo)i/icationC i/ necessaryC an) appro?a.# Data Conversion Testin/ 6 5?er a ; )ay perio)C C%ER an) San *oa@+in Co+nty reso+rces (i.. per/orm /ina. )ata con?ersion testing to ens+re t>at t>e comp.ete system /+nctions as )esigne) (it> con?erte) )ata inc.+)ingD CRMES Component testingC Con?ersion script testsC an) )ata mapping integrity# Con/ig+ration )e.i?eraB.es /or t>is pro=ect are .iste) in t>e taB.es )escriBe) in t>e KPro=ect 'i/ecyc.e 5?er?ie(L section o/ t>is )oc+ment# Cople! E!tensions Fo..o(ing t>e Con/ig+ration StageC t>e prototyping e//ort (i.. transition to more sop>isticate) so/t(are /eat+re a)aptations to t>e CRMES so/t(are in Comp.e3 E3tensions# T>e San *oa@+in Co+nty pro=ect team memBers (i.. >a?e recei?e) t>e Bene/it o/ e3perience /rom t>e Con/ig+ration Stage to +n)erstan) t>e capaBi.ities o/ t>e so/t(are# Comp.e3 E3tensions /+rt>er /aci.itate t>e strategic oB=ecti?es estaB.is>e) )+ring t>e Disco?ery Stage By e3ten)ing t>e so/t(are&s capaBi.ities# Tas-s /or t>e Comp.e3 E3tensions Stage o/ t>is pro=ect inc.+)eD Customi:ations 6 %ase) on t>e RFP Re@+irements taB.e s>o(n in t>e KF+nctiona. Re@+irementsL section o/ t>is )oc+ment an) any a))itiona. so/t(are c+stomiAation /eat+res Marc> :8C :008 80 )e/ine)C )isc+sse) an) appro?e) )+ring Disco?ery acti?itiesC C%ER (i.. )esign an) )e?e.op San *oa@+in Co+nty CRMES so/t(are /eat+re c+stomiAations# Unit tests (i.. Be per/orme) to ?eri/y eac> component /+nctionsC as )esigne)# %ase) on an assessment against CRMES pro)+ct /eat+resC t>e /o..o(ing taB.e .ists .ine items /rom t>e a/orementione) RFP Re@+irements taB.e t>at C%ER >as )esignate) /or so/t(are /eat+re c+stomiAation scope inc.+sion Base) on a Response Co)e KML Gre@+iring minor mo)i/icationH or KTL G re@+iring T>ir)-Party so/t(areH c.assi/icationD D# FU6CT56A' RE9UREME6TS RESP56SE C5DE C5MME6TS 8#80 T>e system m+st not a..o( a case to Be c.ose) (it>o+t /ina. c>argesC sentencingC Crimina. Protecti?e 5r)er GCP5HC restit+tionC an) contraBan) con/iscation entries comp.ete)# M 5+r pro)+ct can easi.y Be mo)i/ie) to inc.+)e ?a.i)ation /or t>ese areas +pon c.osing a case# 8#80#8 T>e system (i.. s+pport c+stomer )e/ine) re@+ire) /ie.)s M CRMES#6ET (o+.) re@+ire minor mo)i/ication to t>e incorporate c+stomer )e/ine) re@+ire) /ie.)s# F+.. s+pport (o+.) Be re@+ire) /or re@+ire) items s+c> as inci)entsC participantsC etc# 8#:4#$ T>e system (i.. s+pport e-mai. ser?ice o/ se.ecte) s+Bpoenas# M T>e pro)+ct (i.. re@+ire minor mo)i/ications# 8#3$#8 n?estigator o/ t>e Day .og M T>is is a ne( /eat+re# 8#3$#3#3 DA-initiate) n?estigations Assigne) By M T>is can Be easi.y a))e) to t>e system# 8#3$#2#8#83 1e./are Fra+) n?estigations n+mBer o/ s+Bpoenas By type M Minor mo)i/ications are necessary# :#8#3#: Tota. comp.aints /i.e) %y re/erring agency M :#8#8#0 5pen Cases Gnon-(arrant casesH %y n+mBer o/ )ays since case /i.e) M :#8#8: Restit+tion 5r)ers M :#8#8:#8 Restit+tion 5r)ers %y n+mBer o/ cases M :#8#8:#: Restit+tion 5r)ers %y )o..ar ?a.+e M :#$ T>e system (i.. Be capaB.e o/ e3porting case.oa) an) /inancia. )ata to Microso/t E3ce.# M C+rrent.y t>e CRMES app.ication e3ports a.. App.ication Reports to PDF# A ne( App.ication Report (o+.) nee) to Be create) /or t>e /inancia. )ata an) t>e aBi.ity to e3port a.. App.ication Reports to E3ce. (i.. Be a))e) in a near term re.ease# Marc> :8C :008 88 D# FU6CT56A' RE9UREME6TS RESP56SE C5DE C5MME6TS 3#8#3 System s>o+.) a..o( /or a+tomatic .ogin (>en +sers are a+t>enticate) to t>e DA 6o?e.. net(or-# M CRMES c+rrent.y s+pports Microso/t 1in)o(s ntegrate) A+t>entication# $#: T>e system m+st Be aB.e to searc> Base) on partia. namesC a))resses or ot>er entries# M T>e system a..o(s searc> on partia. namesC B+t not on partia. a))resses# 0#0#$#: 5t>er <TM' comp.iant Bro(sers M ".stem Testin/T5?er a 2 )ay perio) /o..o(ing C%ER so/t(are /eat+re c+stomiAation )e?e.opment an) +nit test acti?itiesC C%ER an) San *oa@+in Co+nty reso+rces (i.. per/orm testing to ens+re t>at t>e system /+nctions as )esigne)# T>is testing (i.. inc.+)e t>e Base system an) .ayere) c+stomiAations# Comp.e3 E3tensions )e.i?eraB.es /or t>is pro=ect are .iste) in t>e taB.es )escriBe) in t>e KPro=ect 'i/ecyc.e 5?er?ie(L section o/ t>is )oc+ment# En+ironental #daptations For t>e tec>nica. teamC Design )oc+ments t>at (ere )ra/te) in t>e pre?io+s stage Become inp+ts to t>e )e?e.opment an) +nit testing o/ a.. necessary reportsC )oc+ments an) inter/aces# C+stom components necessary to s+pport eac> reportC inter/aceC an) )oc+ment are create) an) )oc+mente)# As eac> tec>nica. )e?e.opment e.ement is comp.ete)C it is +nit teste) accor)ing to a pre-)e/ine) test script to ?eri/y t>at t>e res+.ts satis/y t>e /+nctiona. an) tec>nica. )esign# 7ey tas-s +n)erta-en )+ring t>e A)aptation Stage inc.+)eD Interface Development 6 As c+rrent.y p.anne)C C%ER (i.. spen) 800 (or- e//ort >o+rs to )esignC )e?e.op an) test c+stom system inter/aces Base) on t>e inter/ace p.ansC agree) +pon in t>e FitF,ap Ana.ysis an) in comp.iance (it> Con/ig+ration speci/ications# C>ange 5r)ers a+t>oriAe) By San *oa@+in Co+nty (i.. s+Bstantiate a))itiona. time Beyon) t>e 800 >o+rs estimate) /or t>is acti?ityC i/ re@+ire)# Report an7 Document Development 6 As c+rrent.y p.anne)C C%ER (i.. spen) (or- e//ort 30 )ays to )e?e.op an) 80 )ays to +nit test c+stom )e.i?ere) reports# C%ER (i.. a.so spen) 30 )ays to )e?e.op an) 80 )ays to +nit test )oc+ments to Be a+tomatica..y generate) Base) on t>e reporting re@+irements agree) +pon in t>e FitF,ap Ana.ysis an) in comp.iance (it> Con/ig+ration speci/ications# C>ange 5r)ers a+t>oriAe) By San *oa@+in Co+nty (i.. s+Bstantiate a))itiona. time Beyon) t>e >o+rs estimate) /or t>is acti?ityC i/ re@+ire)# Marc> :8C :008 8: Environmental A7aptation Testin/ M 5?er a 80 )ay perio)C C%ER an) San *oa@+in reso+rces (i.. per/orm testing to ens+re t>at t>e comp.ete system /+nctions as )esigne) inc.+)ingD So/t(are Component an) En?ironmenta. A)aptations Acceptance testing# En?ironmenta. A)aptation )e.i?eraB.es /or t>is pro=ect are .iste) in t>e taB.es )escriBe) in t>e KPro=ect 'i/ecyc.e 5?er?ie(L section o/ t>is )oc+ment# "eplo(ent T>e /ina. Stage o/ t>e pro=ect is t>e migration /rom )e?e.opmentFtest to pro)+ction# At t>e Beginning o/ t>is stageC /ina. c>ec-points e3ist to re?ie( a.. areas o/ t>e organiAation Gs+c> asC /aci.itiesC en) +sersC s+pport mo)e.C sec+rity an) contro.sC an) sitesH /or rea)iness# 5nce t>is >as transpire)C C%ER (i.. )e?e.op a p.an to g+i)e remaining acti?ities necessary /or CRMES pro)+ction )ep.oyment# 5nce a.. tas-s in t>e c+to?er time.ine >a?e Been comp.ete)C B+t prior to commencement o/ norma. pro)+ction B+siness transactionsC or UK,o 'i?eCL en) +ser training (i.. transpire an) t>e system (i.. +n)ergo one /ina. User Acceptance test to ens+re t>at it is /+nctioning as e3pecte)# T>is /ina. test is con)+cte) By t>e C%ER an) San *oa@+in Co+nty pro=ect sta-e>o.)ers an) consists o/ r+nning a ran)om samp.e o/ transactions t>ro+g> t>e system to ?eri/y t>at a.. transactions >a?e comp.ete) correct.y# T>is test (i.. Be e3ec+te) in a non-pro)+ction en?ironment t>at >as Been copie) /rom t>e act+a. pro)+ction )ataBase# 7ey tas-s /or t>e Dep.oyment Stage inc.+)eD Final 3o Live Plan 6 5?er a 0 )ay perio)C C%ER (i.. assessC )e?e.op an) re?ie( G(it> San *oa@+in Co+nty pro=ect sta-e>o.)ersH a )etai.e) sc>e)+.e o/ e?ents t>at m+st occ+r to prepare t>e pro)+ction en?ironment an) s+pport /or K,o 'i?eL# Con7uct En7;User Trainin/ 6 C%ER (i.. )e?e.op En)-User training man+a.s an) per/orm :0 )ays o/ System A)ministrator an) En) User training /or +p to :0 co+nty reso+rces Gper c.assH to prepare San *oa@+in en) +sers to s+pport testing an) +.timate.y pro)+ction Perform User Acceptance Tests 6 5?er a 8; )ay perio)C C%ER an) San *oa@+in Co+nty pro=ect sta-e>o.)ers (i.. per/orm /ina. CRMES testing (it> respect to se.ecte) So/t(are Component testingC System nter/ace testingC an) app.icaB.e Stress testing# Res+.ts (i.. Be recor)e) an) incorporate) into a UAT Res+.ts )oc+ment /or San *oa@+in Co+nty appro?a.# Pro7uction Deplo.ment an7 Final Data Conversion 6 Upon UAT acceptance By San *oa@+in Co+ntyC C%ER (i.. spen) 80 )ays con/ig+ring t>e CRMES pro)+ction en?ironment an) per/orm Fina. Data Con?ersion to ens+re t>e most c+rrent )ata is a?ai.aB.e /or a.. app.ications as p.anne) in t>e Con?ersion P.an# At t>e en) o/ t>is tas-C C%ER (i.. oBtain Dep.oyment Acceptance Signo// in or)er to commence CRMES Maintenance an) S+pport acti?ities# Marc> :8C :008 83 Dep.oyment )e.i?eraB.es /or t>is pro=ect are .iste) in t>e taB.es )escriBe) in t>e KPro=ect 'i/ecyc.e 5?er?ie(L section o/ t>is )oc+ment# 1ro2ect Scope T>e F+nctiona. Re@+irements t>at (ere i)enti/ie) in t>e RFP an) categoriAe) asD 8H Comp.iantC :H 6ot comp.iantC 3H Re@+iring 3 r) party so/t(are inter?ention or $H Re@+iring minor mo)i/ication co?ers t>e entire set o/ can)i)ate items s+B=ect to inc.+sionC e3c.+sionC c+stomiAation an)For con/ig+ration By C%ER /or )ep.oying CRMES to San *oa@+in Co+nty# U.timate.yC /+nctiona. scope (i.. Be /ina.iAe) an) m+t+a..y agree) +pon at t>e en) o/ t>e Disco?ery incrementa. prototype# T>e in-scope items o+t.ine) in t>e /o..o(ing section pertain to t>e initia. .a+nc> on.y# In-Scope T>e .ist Be.o( presents t>e i)enti/ie) in-scope components o/ t>e pro=ect# C%ER (i.. pro?i)e o?era.. pro=ect management o/ t>e San *oa@+in Co+nty CRMES )ep.oyment pro=ect# T>ese acti?ities inc.+)e )e?e.opment an) e3ec+tion o/ t>e /o..o(ing acti?itiesD Detai.e) Pro=ect P.anning Ris- Management ss+e Management C>ange Management 9+a.ity Ass+rance Acceptance Management nsta..ation o/ CRMES to inc.+)e De?e.opmentFTest an) Pro)+ction en?ironments# De?e.opment an) )oc+mentation o/ t>e re@+ire) test cases to s+pport +nitC systemC an) +ser acceptance testing# Use o/ C%ER&s )ataBase sc>ema an) con?ersion scripts )+ring t>e )ata con?ersion process# De?e.opment o/ m+t+a..y agree) +pon /eat+re c+stomiAationsC reportsC )oc+ments an) e3terna. system inter/aces# Tec>nica. s+pport to /+nctiona. +sers )+ring CRMES )ep.oyment as (e.. as a 8 mont> onsite (arranty s+pport perio) at t>e Beginning o/ post-imp.ementation system maintenance# Marc> :8C :008 8$ De?e.opment o/ t>e necessary training materia.s an) )e.i?ery o/ System A)ministrators an) En) User training c.asses con)+cte) at San *oa@+in Co+nty >ea)@+arters /or a ma3im+m o/ :0 co+nty reso+rces per c.ass# Post pro)+ction >e.p )es- an) maintenance s+pport /or 8 year /o..o(ing Kgo .i?e#L T>e Kgo .i?eL )ate is )e/ine) as t>e )ate t>e pro)+ction en?ironment >as Been estaB.is>e)C +ser acceptance testing >as Been comp.ete) an) t>e app.ication is a?ai.aB.e /or +se By t>e en) +sers to commence (arranty s+pport# 3ut-of-Scope %e.o( is a .ist o/ items consi)ere) o+t o/ scope /or t>is pro=ectD Creation o/ )es-top proce)+res /or San *oa@+in Co+nty sta//# T>e e3traction o/ )ata associate) (it> e3isting San *oa@+in Co+nty .egacy app.ications /or con?ersion into t>e ne( CRMES en?ironment# A.. ?en)or-s+pp.ie) so/t(are an) .icenses an) >ar)(are re@+ire) to )ep.oy CRMES# Set+p an) a)ministration o/ a.. >ar)(areC operating systemsC net(or-ingC sec+rity e3terna. to t>e CRMES app.icationC an) +ser a)ministration# Any (or- t>at is not speci/ica..y .iste) aBo?e as n-Scope is consi)ere) 5+t-o/-Scope /or t>is pro=ect# C%ER (i.. a))ress a.terations to t>e scope t>ro+g> t>e Pro=ect C>ange Management Process )e/ine) in Pro=ect Management section o/ t>is )oc+ment# 1ro2ect Sc*edule T>e /o..o(ing represents C%ER&s propose) initia. pro=ect sc>e)+.e /or t>is e//ort# T>is sc>e)+.e is Base) on a *+.y 8C :008 start )ate in or)er to meet a *+.y :00; imp.ementation target# / t>e start o/ t>e pro=ect is )e.aye) Beyon) *+.y 8C :008C a correspon)ing )e.ay (i.. Be associate) (it> t>e anticipate) comp.etion )ate# A sc>e)+.e o/ pro=ect )e.i?eraB.es is s>o(n in Attac>ment A# 'ine items bol7e7 represent tas-Facti?ity s+mmariAation .e?e.s (>i.e .ine items in /reen represent PM pro=ect mi.estones# 48" Tas5 Name "tart Date En7 Date # "an <oa=uin CRI!E" Deplo.ment -*2-#2-+ -*2%-2-, #$# Discover. -*2-#2-+ -*2#*2-, #$#$# Con7uct Pro0ect C1arter >ic5;off "essions -*2-#2-+ -*2#'2-+ 8#8#8#8 Prepare /or an) Sc>e)+.e 7ic- o// Sessions 04F08F08 04F08F08 8#8#8#: Con)+ct 7ic-o// Meeting (or- sessions 04F08F08 04F0:F08 8#8#8#3 C.ient Participation in 7ic- o/ Meetings 04F08F08 04F0:F08 8#8#8#$ Doc+ment 7ic--o// Meeting Min+tes E DistriB+te 04F0:F08 04F03F08 8#8#8#0 Prepare E S+Bmit Pro=ect C>arterC Management P.an an) Contro.s Pac-age 04F03F08 04F0$F08 8#8#8#2 C.ient Re?ie( o/ Dra/t Pro=ect C>arterC Management P.an an) Contro.s Pac-age 04F04F08 04F08F08 Marc> :8C :008 80 48" Tas5 Name "tart Date En7 Date 8#8#8#4 Up)ate Pro=ect C>arterC Management P.an an) Contro.s Pac-age 04F0;F08 04F0;F08 8#8#8#8 C.ient Appro?es Pro=ect C>arterC Management P.an an) Contro.s Pac-age 04F80F08 04F88F08 8#8#8#; Sc>e)+.e Fit ,ap Ana.ysis Sessions 04F8$F08 04F8$F08 #$#$% Finali:e Initial Pro0ect "c1e7ule -*2#'2-+ -*2#+2-+ 8#8#:#8 Re/ine 1or- %rea-)o(n Str+ct+re 04F8$F08 04F80F08 8#8#:#: Up)ate Pro=ect Sc>e)+.e 04F8$F08 04F80F08 8#8#:#3 Con)+ct 1a.-t>ro+g> o/ Pro=ect Sc>e)+.e (it> C.ient 04F80F08 04F80F08 8#8#:#$ Up)ate Pro=ect Sc>e)+.e 04F80F08 04F82F08 8#8#:#0 C.ient Appro?es Pro=ect Sc>e)+.e 04F82F08 04F88F08 #$#$%$) IP! !ilestone: Finali:e7 Pro0ect C1arter? !ana/ement Plan? Controls an7 Initial "c1e7ule -*2#+2-+ -*2#+2-+ #$#$& Pro0ect !ana/ement for Remainin/ Activities -*2%#2-+ -*2#*2-, 8#8#3#8 Pro=ect Management an) Contro. 04F:8F08 04F84F0; 8#8#3#: Pro=ect Tec>nica. 5?ersig>t 04F:8F08 0$F8$F0; #$#$' Con7uct Fit 3ap "essions -*2%#2-+ -+2#'2-+ 8#8#$#8 Con)+ct C+stomiAation Feat+re Meetings 04F:8F08 04F::F08 8#8#$#: C.ient Participation in C+stomiAation Feat+re Meetings 04F:8F08 04F::F08 8#8#$#3 Up)ate Fit ,ap Doc+ment 04F:3F08 04F:3F08 8#8#$#$ Con)+ct Data Con?ersion Re@+irements Meetings 04F:$F08 04F:0F08 8#8#$#0 C.ient Participation in Data Con?ersion Meetings 04F:$F08 04F:0F08 8#8#$#2 Up)ate Fit ,ap Doc+ment 04F:8F08 04F:8F08 8#8#$#4 Con)+ct nter/ace Re@+irements Meetings 04F:;F08 04F30F08 8#8#$#8 C.ient Participation in nter/ace Re@+irements Meetings 04F:;F08 04F30F08 8#8#$#; Up)ate Fit ,ap Doc+ment 04F38F08 04F38F08 8#8#$#80 Con)+ct CRMES Reporting an) Doc+ment Re@+irements Meetings 04F:$F08 04F:0F08 8#8#$#88 C.ient Participation in Reporting an) Doc+ment Re@+irements Meetings 04F:$F08 04F:0F08 8#8#$#8: Up)ate Fit ,ap Doc+ment 04F:8F08 04F:8F08 8#8#$#83 Prepare Dra/t Fit ,ap Doc+ment an) Dep.oyment Scope Mo)i/ications 08F08F08 08F00F08 8#8#$#8$ C.ient re?ie( o/ Fit ,ap Doc+ment an) Dep.oyment Scope 08F02F08 08F04F08 8#8#$#80 Fina.iAe Fit ,ap Doc+ment an) Dep.oyment Scope 08F08F08 08F88F08 8#8#$#82 C.ient appro?a. o/ Fit ,ap Doc+ment an) Dep.oyment Scope 08F8:F08 08F8$F08 #$#$( Revise an7 Finali:e Pro0ect "c1e7ule -+2#(2-+ -+2%%2-+ 8#8#0#8 Up)ate Pro=ect Sc>e)+.e 08F80F08 08F80F08 8#8#0#: Con)+ct 1a.-t>ro+g> o/ Pro=ect Sc>e)+.e (it> C.ient 08F88F08 08F88F08 8#8#0#3 C.ient re?ie(s re?ise) Pro=ect Sc>e)+.e 08F88F08 08F:0F08 8#8#0#$ Up)ate Pro=ect Sc>e)+.e 08F:0F08 08F:8F08 8#8#0#0 C.ient Appro?es Pro=ect Sc>e)+.e 08F:8F08 08F::F08 #$#$($) IP! !ilestone: Finali:e7 Fit 3ap Document an7 Revise7 Pro0ect "c1e7ule -+2%%2-+ -+2%%2-+ Marc> :8C :008 82 48" Tas5 Name "tart Date En7 Date #$% Confi/uration -+2%(2-+ ##2#-2-+ 8#:#8 Prepare De?e.opmentFTest En?ironment /or insta..ation o/ C%ER CRMES ?8#0 08F:0F08 08F:2F08 8#:#: nsta.. C%ER CRMES ?8#0 08F:4F08 08F:8F08 8#:#3 C.ient Appro?es %ase Pro)+ct nsta..ation 08F:;F08 08F:;F08 #$%$' IP! !ilestone: CRI!E" 8ase Pro7uct Installation at "an <oa=uin -+2%,2-+ -+2%,2-+ #$%$( 8asic Confi/uration -+2%,2-+ -,2#-2-+ 8#:#0#8 Con)+ct CRMES Basic con/ig+ration sessions 08F:;F08 0;F0:F08 8#:#0#: C.ient Participation in %asic Con/ig+ration Sessions 08F:;F08 0;F0:F08 8#:#0#3 Doc+ment CRMES %asic Con/ig+ration 0;F03F08 0;F0$F08 8#:#0#$ Doc+ment Test Met>o)s an) Scripts 0;F03F08 0;F80F08 #$%$) Conversion Plannin/ -+2%,2-+ -,2-&2-+ 8#:#2#8 Con)+ct CRMES Con?ersion P.anning sessions 08F:;F08 0;F08F08 8#:#2#: C.ient Participation in Con?ersion P.anning Sessions 08F:;F08 0;F08F08 8#:#2#3 Doc+ment CRMES Con?ersion P.anning 0;F0:F08 0;F03F08 8#:#2#$ Doc+ment Test Met>o)s an) Scripts 0;F0:F08 0;F03F08 #$%$* Interface Plannin/ -,2##2-+ -,2%%2-+ 8#:#4#8 Con)+ct CRMES nter/ace P.anning sessions 0;F88F08 0;F8:F08 8#:#4#: C.ient Participation in nter/ace P.anning Sessions 0;F88F08 0;F8:F08 8#:#4#3 Doc+ment CRMES nter/ace P.anning 0;F80F08 0;F80F08 8#:#4#$ Doc+ment Test Met>o)s an) Scripts 0;F80F08 0;F::F08 #$%$+ Report Plannin/ -,2##2-+ -,2%%2-+ 8#:#8#8 Con)+ct CRMES Report P.anning sessions 0;F88F08 0;F8:F08 8#:#8#: C.ient Participation in Report P.anning Sessions 0;F88F08 0;F8:F08 8#:#8#3 Doc+ment CRMES Report P.anning 0;F80F08 0;F82F08 8#:#8#$ Doc+ment Test Met>o)s an) Scripts 0;F80F08 0;F::F08 #$%$, "ecurit. Confi/uration -,2%&2-+ -,2%,2-+ 8#:#;#8 Con)+ct CRMES Sec+rity Con/ig+ration sessions 0;F:3F08 0;F:$F08 8#:#;#: C.ient Participation in Sec+rity Con/ig+ration Sessions 0;F:3F08 0;F:$F08 8#:#;#3 Doc+ment Test Met>o)s an) Scripts 0;F:0F08 0;F:0F08 8#:#;#$ Con/ig+re an) test CRMES App.ication Sec+rity 0;F:0F08 0;F:2F08 8#:#;#0 Doc+ment CRMES Sec+rity Con/ig+ration 0;F:;F08 0;F:;F08 #$%$#- 8asic Data Conversion -,2-'2-+ #-2#(2-+ 8#:#80#8 Per/orm Data Con?ersion E3tracts 0;F0$F08 0;F84F08 8#:#80#: De?e.op Con?ersion Scripts 0;F0$F08 80F08F08 8#:#80#3 Per/orm A+tomate) Data 'oa)s /rom Data E3tracts to CRMES Data Sc>ema 80F0:F08 80F02F08 8#:#80#$ Per/orm Man+a. Data TaB.e 'oa)s 0;F88F08 80F08F08 8#:#80#0 Con)+ct nitia. Data C.ean+p an) Rer+n Con?ersion Scripts 80F04F08 80F80F08 #$%$## Confi/uration Document Approval -,2&-2-+ #-2#&2-+ 8#:#88#8 DistriB+te Con/ig+ration )oc+ments to C.ient 0;F30F08 80F03F08 8#:#88#: C.ient Re?ie( o/ Con/ig+ration )oc+ments 80F02F08 80F04F08 8#:#88#3 Re?ise Con/ig+ration )oc+ments 80F08F08 80F80F08 8#:#88#$ Fina. appro?a. o/ Con/ig+ration )oc+ments 80F83F08 80F83F08 Marc> :8C :008 84 48" Tas5 Name "tart Date En7 Date #$%$##$( IP! !ilestone: Confi/uration Documents Complete7 an7 Approve7 #-2#&2-+ #-2#&2-+ #$%$#% Data Conversion Testin/ #-2%,2-+ ##2#-2-+ 8#:#8:#8 Con)+ct CRMES Component Feat+re an) Data Con?ersion Tests 80F:;F08 88F0$F08 8#:#8:#: Up)ateFRe?ise Con?ersion Scripts 88F03F08 88F04F08 8#:#8:#3 Con)+ct Testing Data C.ean+p 88F03F08 88F04F08 8#:#8:#$ C.ient Appro?es Con/ig+ration Acti?ities 88F80F08 88F80F08 #$%$#%$( IP! !ilestone: 8ase Data Conversion ; Confi/uration Activities Complete7 ##2#-2-+ ##2#-2-+ #$& Comple9 E9tensions -,2##2-+ ##2-(2-+ 8#3#8 Design an) De?e.op CRMES So/t(are C+stomiAations 0;F88F08 80F08F08 8#3#: De?e.op So/t(are C+stomiAation Test Scripts 0;F88F08 80F08F08 8#3#3 Unit Test So/t(are C+stomiAations 80F0;F08 88F00F08 8#3#$ Repair De/ects 80F0;F08 80F::F08 #$&$( Comple9 E9tension Approval #-2%&2-+ #-2&-2-+ 8#3#0#8 Con)+ct C.ient Testing /or So/t(are C+stomiAation Feat+res 80F:3F08 80F:8F08 8#3#0#: Monitor an) Repair Testing De/ects 80F:3F08 80F:;F08 8#3#0#3 C.ient Appro?es Comp.e3 E3tensions 80F30F08 80F30F08 #$&$($' IP! !ilestone: "oft@are Customi:ations Complete7 an7 Approve7 #-2&-2-+ #-2&-2-+ #$' Environmental A7aptations #-2-+ -'2#'2-, 8#$#8 Design an) De?e.op App.ication Reports 80F38F08 8:F88F08 8#$#: Design an) De?e.op Doc+ment Temp.ates an) Merge Components 80F38F08 8:F88F08 8#$#3 De?e.op an) Test E3terna. System nter/aces 88F88F08 03F30F0; 8#$#$ Unit Test ReportsC Doc+ments 8:F8:F08 08F08F0; 8#$#0 Repair De/ects 8:F8:F08 08F08F0; #$'$) Environmental A7aptations Approval -#2-(2-, -'2#'2-, 8#$#2#8 Con)+ct C.ient Testing /or App.ication Reports an) Doc+ment ,eneration 08F00F0; 08F82F0; 8#$#2#: Monitor an) Repair Testing De/ects 08F8;F0; 08F:3F0; 8#$#2#3 C.ient Appro?es Report an) Doc+ment Testing 08F:2F0; 08F:2F0; #$'$)$' IP! !ilestone: Reports an7 Document Testin/ Complete7 -#2%)2-, -#2%)2-, 8#$#2#0 Con)+ct C.ient Testing /or nter/aces 03F38F0; 0$F02F0; 8#$#2#2 Monitor an) Repair Testing De/ects 0$F04F0; 0$F83F0; 8#$#2#4 C.ient Appro?es En?ironmenta. A)aptations 0$F8$F0; 0$F8$F0; #$'$)$+ IP! !ilestone: Interfaces Teste7 an7 Approve7 -'2#'2-, -'2#'2-, #$( Deplo.ment -'2#(2-, -*2%-2-, #$($# Prepare 3o;Live Plan -'2#(2-, -'2%#2-, 8#0#8#8 Prepare .ist an) sc>e)+.e /or a.. items re@+ire) /or CRMES ,o-'i?e 0$F80F0; 0$F84F0; 8#0#8#: Re?ie( ,o-'i?e P.an (it> c.ient 0$F:0F0; 0$F:0F0; 8#0#8#3 C.ient Appro?es ,o-'i?e P.an 0$F:8F0; 0$F:8F0; Marc> :8C :008 88 48" Tas5 Name "tart Date En7 Date #$($% Trainin/ an7 UAT Testin/ -'2%%2-, -*2-)2-, #$($%$# Develop Trainin/ !aterials -'2%%2-, -(2#%2-, 8#0#:#8#8 De?e.op nstr+ctor 'ea) Training Materia.s 0$F::F0; 00F02F0; 8#0#:#8#: C.ient Re?ie( o/ nstr+ctor 'ea) Training Materia.s 00F04F0; 00F08F0; 8#0#:#8#3 Up)ate nstr+ctor .ea) Training Materia.s 00F88F0; 00F88F0; 8#0#:#8#$ C.ient Appro?a. o/ nstr+ctor 'ea) Training Materia.s 00F8:F0; 00F8:F0; #$($%$#$( IP! !ilestone: CRI!E" Trainin/ !aterials Complete7 an7 Approve7 -(2#%2-, -(2#%2-, #$($%$% Deliver Trainin/ -(2#&2-, -)2-,2-, 8#0#:#:#8 Con)+ct System A)ministrator Training 00F83F0; 02F0;F0; 8#0#:#:#: Con)+ct En) User Training 00F83F0; 02F0;F0; 8#0#:#:#3 Participate in Train-t>e-Trainer Training 00F83F0; 02F0;F0; #$($%$%$' IP! !ilestone: Trainin/ Complete7 -)2-,2-, -)2-,2-, #$($%$& E9ecute UAT -)2#-2-, -*2-)2-, 8#0#:#3#8 Con)+ct UAT 02F80F0; 02F:3F0; 8#0#:#3#: S+pport UAT E3ec+tion E Reso.?e De/ects 02F80F0; 02F:3F0; 8#0#:#3#3 Create Dra/t UAT Report 02F:$F0; 02F:0F0; 8#0#:#3#$ C.ient Re?ie(s Dra/t UAT Report 02F:2F0; 02F30F0; 8#0#:#3#0 Up)ate UAT Report E DistriB+te 04F08F0; 04F08F0; 8#0#:#3#2 C.ient Appro?es UAT Report 04F0:F0; 04F02F0; #$($%$&$* IP! !ilestone: User Acceptance Test Report Complete7 an7 Approve7 -*2-)2-, -*2-)2-, #$($& CRI!E" Deplo.ment -*2-*2-, -*2%-2-, 8#0#3#8 Con/ig+re CRMES Pro)+ction en?ironment 04F04F0; 04F83F0; 8#0#3#: Per/orm Fina. CRMES )ataBase .oa) 04F8$F0; 04F82F0; 8#0#3#3 A+t>oriAe De.i?ery Acceptance 04F84F0; 04F:0F0; #$($&$' IP! !ilestone: CRI!E" Pro7uction 3o;Live an7 !aintenance "upport Initiation -*2%-2-, -*2%-2-, % CRI!E" !aintenance -*2%#2-, -*2%#2#- %$# Crimes 4arrant. "upport -*2%#2-, #-2%#2-, :#8#8 5nsite S+pport 04F:8F0; 08F:0F0; %$#$% Final CRI!E" Pa.ment Ren7ere7 b. "an <oa=uin -+2%-2-, -+2%-2-, :#8#3 5//site S+pport 08F:8F0; 80F:8F0; %$% CRI!E" 8rea5fi9;Release "upport !aintenance #-2%%2-, -*2%#2#- :#:#8 5//site S+pport 80F::F0; 04F:8F80 1ro2ect Con,guration Manageent Con/ig+ration Management estaB.is>es an) maintains t>e integrity o/ )e.i?eraB.es o/ t>e pro=ect t>ro+g>o+t t>e pro=ect .i/e cyc.e# T>e C%ER Con/ig+ration Management process >as /o+r primary /+nctionsD )enti/icationC Con/ig+ration Contro.C A+)itC an) Stat+s Acco+nting# C%ER (i.. manage t>e Con/ig+ration Management processes on )esignate) C%ER an)For San *oa@+in Co+nty in/rastr+ct+re en?ironments +p to CRMES pro)+ction )ep.oyment# San *oa@+in (i.. manage Con/ig+ration Management +pon initiation o/ CRMES pro)+ction )ep.oyment# Marc> :8C :008 8; 8# I7entification pro?i)es t>e /orma. i)enti/ication an) )oc+mentation o/ con/ig+raB.e items to Be contro..e) on t>e pro=ect# :# Confi/uration Control pro?i)es t>e /orma. process o/ contro..ing an) )oc+menting appro?e) c>anges to )e.i?eraB.es t>at >a?e Been Base.ine)# 3# Au7it pro?i)es t>e capaBi.ity to ens+re +na+t>oriAe) c>anges >a?e not Been ma)e to Base.ine )e.i?eraB.es# $# "tatus Accountin/ pro?i)es t>e )oc+mentation an) reporting o/ t>e >istory o/ t>e )e.i?eraB.esC inc.+)ing a+t>oriAe) c>anges# 1ro2ect &ec*nical En+ironent T>e tec>nica. en?ironment t>at C%ER (i.. )epen) on to per/orm t>e (or- )escriBe) in t>is )oc+ment is )etai.e) in t>e /o..o(ing taB.eD Tec>nica. En?ironment DescriptionD Platform, Vendor, Version Pro?isioning ResponsiBi.ity Aar7@are: Re/er to Attac>ment E /or recommen)e) >ar)(are con/ig+rations San *oa@+in Co+nty De.. De?e.opment (or-stations (i.. Be pro?i)e) By C%ER C%ER "oft@are: Microso/t #6ET ?:#0 an) !is+a. So+rceSa/e G.iBrary managementH (i.. Be t>e )e?e.opment p.at/orm C%ER (i.. pro?i)e a.. )e?e.opment an) .iBrary management so/t(are Microso/t S9'Ser?er :000 (i.. accommo)ate t>e )ataBase .ayer San *oa@+in Co+nty Crysta. Reports ?88#0 /or c+stom app.ication reportsC i/ app.icaB.e Got>er(ise MS S9'Ser?er :000 Reporting Ser?ices (i.. Be +ti.iAe)H San *oa@+in Co+nty Net@or5 Connectivit.: Marc> :8C :008 ;0 Tec>nica. En?ironment DescriptionD Platform, Vendor, Version Pro?isioning ResponsiBi.ity !P6 connecti?ity (i.. Be pro?i)e) By San *oa@+in Co+nty to C%ER /or p+rposes o/ so/t(are )e?e.opment an) c+stomiAationC )ata con?ersionC inter/ace )e?e.opmentC an) system con/ig+ration )ep.oyment acti?ities# T>e C%ER Sacramento o//ice (i.. coor)inate ne( !P6 connections (it> San *oa@+in Co+nty )esignate) tec>nica. sta//# Facilities: San *oa@+in Co+nty /aci.ities C%ER /aci.ities San *oa@+in Co+nty )esignate) /aci.ities C%ER Sacramento 5//ice Initial 1ro2ect Risk #ssessent T>e /o..o(ing taB.e o+t.ines t>e ris-s t>at >a?e Been consi)ere) to )ate /or t>is pro=ect an) t>e associate) mitigation an) contingency strategies# Ris- E?ent Potentia. mpact Mitigation Strategy Contingency Strategy 8# 5+t-o/-scope (or- re@+ests are not contro..e)# 6egati?e impact to Base.ine sc>e)+.e an) cost# Pro=ect scope is c.ear.y )e/ine) in t>e S51# T>e Pro=ect C>ange Re@+est process is estaB.is>e) an) (i.. Be in?o-e) (it> eac> o+t-o/-scope (or- re@+est# Esca.ate +nreso.?e) (or- re@+ests or scope )e/inition iss+es to t>e pro=ect sponsor /or reso.+tion# :# Tec>nica. en?ironmentC /aci.itiesC net(or- connecti?ityC )istriB+te) )e.i?ery in/rastr+ct+re 6egati?e impact to Base.ine sc>e)+.e# Critica. reso+rces >a?e Been )e/ine) an) assignments ma)e in t>e pro=ect p.an# Pro=ect Una?ai.aB.e reso+rces (i.. Be .ogge) an) trac-e) as pro=ect iss+es an) esca.ate) to Marc> :8C :008 ;8 Ris- E?ent Potentia. mpact Mitigation Strategy Contingency Strategy components or ot>er reso+rces are not a?ai.aB.eFestaB.is>e) (>en nee)e)# manager (i.. monitor an) contro. t>e acti?ities# t>e pro=ect sponsor as (arrante)# 3# S+B=ect Matter E3perts GSMEH re@+ire) /or t>e pro=ect are not a?ai.aB.e (>en nee)e)# 6egati?e impact to Base.ine sc>e)+.e# 6egati?e impact to SME /+nctiona. (or- acti?ities# C%ER an) San *oa@+in Co+nty (i.. agree on a Base.ine p.an t>at represents t>e sc>e)+.e o/ acti?ities /or eac> SME# Sc>e)+.e c>anges (i.. Be appro?e) By Bot> C%ER an) San *oa@+in Co+nty pro=ect managers# SMEs (i.. Be gi?en a t(o G:H (or-)ay notice o/ sc>e)+.e c>anges# Una?ai.aB.e personne. (i.. Be .ogge) an) trac-e) as pro=ect iss+es an) esca.ate) to t>e pro=ect sponsor as (arrante)# $# De.ay in )e.i?eraB.e acceptance may s.o( pro=ect progress# 6egati?e impact to Base.ine sc>e)+.e# Pro=ect manager (i.. monitor an) contro. a)>erence to t>e Acceptance Management process as )e/ine) in t>is S51# De.ays o/ )e.i?eraB.e acceptance (i.. Be treate) as a pro=ect iss+e an) esca.ate) as (arrante)# 0# Pro=ect progresses (it>o+t a)>ering to t>e Base.ine pro=ect p.an# naBi.ity to manage an) trac- act+a. progress# 6egati?e impact to Base.ine sc>e)+.e an) cost# Pro=ect manager (i.. monitor an) contro. a)>erence to t>e Base.ine p.an an) raise non- con/ormance iss+es in stat+s reports an) e3ec+ti?e management re?ie(s# 6on-con/ormance to t>e pro=ect p.an (i.. Be treate) as a pro=ect iss+e an) esca.ate) as (arrante)# 2# 5+t-o/-scope (or- 6egati?e Pro=ect scope is Esca.ate Marc> :8C :008 ;: Ris- E?ent Potentia. mpact Mitigation Strategy Contingency Strategy re@+ests are not contro..e)# impact to Base.ine sc>e)+.e an) cost# c.ear.y )e/ine) in t>e S51# T>e Pro=ect C>ange Re@+est process is estaB.is>e) an) (i.. Be in?o-e) (it> eac> o+t-o/-scope (or- re@+est# +nreso.?e) (or- re@+ests or scope )e/inition iss+es to t>e pro=ect sponsor /or reso.+tion# 4# Tec>nica. en?ironmentC /aci.itiesC net(or- connecti?ityC )istriB+te) )e.i?ery in/rastr+ct+re components or ot>er reso+rces are not a?ai.aB.eFestaB.is>e) (>en nee)e)# 6egati?e impact to Base.ine sc>e)+.e# Critica. reso+rces >a?e Been )e/ine) an) assignments ma)e in t>e pro=ect p.an# Pro=ect manager (i.. monitor an) contro. t>e acti?ities# Una?ai.aB.e reso+rces (i.. Be .ogge) an) trac-e) as pro=ect iss+es an) esca.ate) to t>e pro=ect sponsor as (arrante)# Marc> :8C :008 ;3 1ro2ect 3rgani5ation T>e /o..o(ing )escriBes C%ER&s propose) pro=ect organiAationD CIBER Responsi0ilities T>e /o..o(ing )escriBes reso+rce ro.es to Be pro?i)e) By C%ER )+ring t>e co+rse o/ t>is pro=ectD Ro.e ResponsiBi.ities C%ER Pro)+cts Director Pro?i)es >ig>est .e?e. o/ iss+e reso.+tion# Commits a?ai.aBi.ity o/ necessary C%ER reso+rces to comp.ete pro=ect responsiBi.ities# C%ER Acco+nt E3ec+ti?e Pro?i)es re.ations>ip management (it> San *oa@+in Co+nty (it> respect to c+stomer satis/action an) opport+nity management# Pro=ect Manager P.ansC managesC )irects an) contro.s pro=ect reso+rces an) is )irect.y responsiB.e /or estaB.is>ingC managing an) comm+nicating pro=ect )e.i?ery e3pectations# So.+tions Arc>itect Primary .ea) /or ,AP Ana.ysis an) DesignC Marc> :8C :008 ;$ Ro.e ResponsiBi.ities UAT an) Training acti?ities n/rastr+ct+re 'ea) Con/ig+res >ar)(are an) so/t(are en?ironment s+pporting CRMES )e?e.opmentC testing an) pro)+ction en?ironments# De?e.ops co)e accommo)ating system inter/aces (it> CRMES# Data Con?ersion 'ea) De?e.ops con?ersion scripts an) maps .egacy )ata into CRMES )ataBase sc>ema /or )e?e.opmentC test an) pro)+ction en?ironments# C+stom De?e.oper De?e.ops an) per/orms )e/ect reme)iation /or c+stomiAe) CRMES /eat+res# Reports De?e.oper De?e.ops an) per/orms )e/ect reme)iation app.ication reports an) )oc+ment temp.ates# 9A Tester De?e.ops scripts an) tests CRMES Constr+ction res+.ts# C%ER (i.. per/orm so/t(are )e?e.opmentC +nit testing an) con/ig+ration acti?ities at C%ER /aci.ities# C%ER (i.. pro?i)e )e?e.opment (or-stations an) so/t(are re@+ire) /or so/t(are )e?e.opment-re.ate) acti?ities#
Client Roles and Responsi0ilities T>e /o..o(ing )escriBes reso+rce ro.es to Be pro?i)e) By San *oa@+in Co+nty )+ring t>e co+rse o/ t>is pro=ectD Ro.e ResponsiBi.ities San *oa@+in Pro=ect Sponsor Pro?i)es >ig>est .e?e. o/ iss+e reso.+tion# Appro?es app.icaB.e C>ange 5r)ers an) a+t>oriAes De.i?ery Acceptance /or pro=ect )e.i?eraB.es# EnaB.es San *oa@+in /+nctiona. an) tec>nica. reso+rces t>ro+g>o+t t>e pro=ect# May appoint a Pro=ect Manager among Pro=ect Sta-e>o.)ers# San *oa@+in Pro=ect Sta-e>o.)ers Per/orm pro=ect responsiBi.ities accor)ing Marc> :8C :008 ;0 to t>e m+t+a..y agree) +pon pro=ect sc>e)+.e# Co..aBoration (it> C%ER team )+ring ,AP Ana.ysis an) Design# Se.ects an)For prioritiAes reportsC )oc+ments an) inter/aces to Be pro?i)e) as part o/ CRMES system )e.i?ery# Per/orms 'egacy )ata e3traction an) c.eansing# Participates in UAT an) Training acti?ities# A))itiona..yC (>i.e onsite at San *oa@+in /aci.itiesC C%ER (i.. Be pro?i)e) (it> meeting space accommo)ating s+//icient seating /or Bot> C%ER an) San *oa@+in atten)ees as )etermine) in t>e Pro=ect C>arter sessionsC te.ep>one an) a)ministrati?e s+pport Ge#g#C meeting room sc>e)+.ingF/a3F)oc+ment copyingH# San *oa@+in (i.. a.so pro?i)e !P6 access to ser?ers s+pporting t>e CRMES )ep.oyment an)C as state) in t>e RFPC pro?i)e a.. >ar)(are an) so/t(are necessary /or CRMES pro)+ction operations# 1>i.e onsiteC C%ER (i.. a.so nee) access to : c+Bic.eFo//ice (or- spaces (it> p>ones an) internetFnet(or- access /or e@+ipment pro?i)e) By C%ER reso+rces# Marc> :8C :008 ;2 1ro2ect Manageent #pproac* T>e -ey components o/ C%ER&s Pro=ect Management Met>o)o.ogy GCPMMH are P.anningC Contro.C an) Comm+nications# C%ER (i.. a)>ere to its met>o)o.ogy as s+mmariAe) Be.o( to monitor an) contro. t>e pro=ect&s progress# C%ER&s PMR3V Pro=ect site is a (eB-Base) repository t>at (i.. Be +se) to trac- pro=ect progressC in/ormationC an) arti/acts# See Attac1ment 8 /or /+rt>er in/ormation aBo+t PMR3V# 1ro2ect 1lanning C%ER (i.. create an) maintain a Base.ine Pro=ect P.an t>ro+g>o+t t>e pro=ect .i/e cyc.e# T>e initia. pro=ect Base.ine is estaB.is>e) (it> San *oa@+in Co+nty&s appro?a. o/ t>is Statement o/ 1or- as t>e appro?e) B+)getC sc>e)+.eC an) scope o/ t>e pro=ect# 1ro2ect 1lan Content T>e Base.ine Pro=ect P.an (i.. containD Ma=or acti?ities (it> )etai.e) tas-s an) .e?e.-o/-e//ort estimates# Speci/ic reso+rces a..ocate) to pro=ect tas-s# Mi.estone an) )e.i?eraB.e )ates# T>e pro=ect sc>e)+.e an) B+)get# 1lan Manageent D+ring t>e pro=ectC t>e C%ER Pro=ect Manager (i..D Manage t>e Base.ine Pro=ect P.an as a con/ig+ration item accor)ing to t>e pro=ect&s Con/ig+ration Management Process# Contro. c>ange to t>e p.anne) scopeC B+)getC an) sc>e)+.e t>ro+g> t>e C>ange Management Process# GSee t>e Pro=ect Contro. Processes )escriBe) Be.o(#H Trac- appro?e) c>anges to scopeC B+)getC an) sc>e)+.e By re?ising t>e Base.ine Pro=ect P.an an) maintaining its c+rrency# 1ro2ect Control T>e pro=ect contro.s o+t.ine) in t>is section pro?i)e greater con/i)ence t>at t>e pro=ect (i.. Be comp.ete) on timeC (i.. Be (it>in t>e B+)getC an) (i.. meet t>e @+a.ity re@+irements speci/ie)# T>ese processes contro. scope creepC en/orce stan)ar)s /or @+a.ity ass+ranceC an) manage iss+es an) ris-s# Pro=ect contro.s inc.+)e ss+e ManagementC Ris- ManagementC C>ange ManagementC 9+a.ity Ass+ranceC an) Acceptance Management# Issue Manageent ss+e Management is a str+ct+re) approac> to i)enti/yingC assessingC trac-ingC an) reso.?ing proB.ems )+ring a pro=ect# ss+es s+r/ace +ne3pecte).y an) m+st Be a))resse) e3pe)itio+s.y# T>e e//ort re@+ire) to reso.?e an iss+e may range /rom nomina. Ge#g#C pro)+cing e3tra copies o/ Marc> :8C :008 ;4 t>e Re@+irements Doc+mentH to signi/icant Ge#g#C pro?i)ing a >ig>er spee) /i.e trans/er so.+tion to accommo)ate 800,% )ata /i.esH# T>e C%ER Pro=ect Manager is responsiB.e /or )oc+mentingC trac-ingC an) Bringing to c.os+re pro=ect iss+es# C%ER&s PMR3V Pro=ect site (i.. Be +se) to capt+reC trac-C an) comm+nicate t>e stat+s o/ iss+es# Issue Mana$ement Process % Overview a# ss+es may Be i)enti/ie) By San *oa@+in Co+nty or C%ER# T>e C%ER Pro=ect Manager or >isF>er )esignee (i.. capt+re iss+es an) /orma..y )oc+ment t>em in C%ER&s PMR3V Pro=ect site# B# Assigne) memBers o/ t>e pro=ect team (i.. ana.yAe eac> iss+e to G8H )etermine t>e impact to t>e pro=ect scopeC sc>e)+.eC an) B+)getC an) G:H i)enti/y a.ternati?es to reso.?ing t>e iss+e# T>e impacts an) t>e a.ternati?e (i.. Be )oc+mente) (it> t>e iss+e in t>e trac-ing too.# c# T>e pro=ect team (i.. imp.ement a so.+tion to t>e iss+e as )etermine) t>ro+g> C%ER an) San *oa@+in Co+nty )isc+ssions# )# T>e C%ER Pro=ect Manager (i.. comm+nicate t>e stat+s o/ eac> iss+e in t>e sc>e)+.e) pro=ect stat+s meetings# Issue Mana$ement Process % Proect S"eci&c Policies T>e /o..o(ing ss+e Management Process po.icies app.y# a# ss+e esca.ationD / an iss+e cannot Be reso.?e)C t>e San *oa@+in Co+nty an) C%ER Pro=ect Managers (i.. esca.ate t>e iss+e to t>eir respecti?e management# B# Stat+s reportingD ss+e stat+s reporting (i.. Be accomp.is>e) t>ro+g> stan)ar) reports. Risk Manageent Pro=ect ris- is an e?ent or con)ition t>at may >a?e a negati?e e//ect on a pro=ect oB=ecti?e# Ris- Management is t>e str+ct+re) approac> to assessingC trac-ing an) minimiAing t>e proBaBi.ity an) conse@+ences o/ a)?erse e?ents t>ro+g> mitigation strategies an) contingency p.anning# T>e C%ER Pro=ect Manager is responsiB.e /or assessingC p.anning /orC trac-ingC an) a))ressing pro=ect ris-s# C%ER (i.. +se PMR3V Pro=ect site to capt+reC trac-C an) comm+nicate t>e stat+s o/ pro=ect ris-s# Ris' Mana$ement Process % Overview a# Pro=ect ris-s may Be i)enti/ie) By San *oa@+in Co+nty or C%ER# T>e C%ER Pro=ect Manager or >isF>er )esignee (i.. capt+re ris-s an) /orma..y )oc+ment t>em in C%ER&s PMR3V Pro=ect site# B# D+ring t>e pro=ectC t>e C%ER Pro=ect Manager (i.. con)+ct a /orma. pro=ect ris- assessment# T>ese assessmentsD )enti/y e?ents t>at co+.) >a?e a negati?e impact on t>e pro=ect# Mitigate t>e proBaBi.ity o/ t>e e?ent /rom occ+rring# Marc> :8C :008 ;8 De/ine contingencies i/ t>e e?ent )oes occ+r# Capt+re ris-s an) t>eir mitigation an) contingency strategies in t>e PMR3V Pro=ect site# c# T>e C%ER Pro=ect Manager (i.. trac- i)enti/ie) ris-sC inc.+)ing any ne( ris-s i)enti/ie) o+tsi)e t>e /orma. assessments an)D Ens+re mitigation strategies are /o..o(e)# n?o-e t>e contingency p.an (>en an e?ent )oes occ+r# )# T>e C%ER Pro=ect Manager (i.. comm+nicate t>e stat+s o/ eac> ris- as part o/ t>e reg+.ar.y sc>e)+.e) pro=ect stat+s meetings# Ris' Mana$ement Process % Proect S"eci&c Policies T>e /o..o(ing Ris- Management Process po.icies app.y# a# Ris- esca.ationD / a ris- contingency p.an cannot Be agree) +ponC t>e San *oa@+in Co+nty an) C%ER Pro=ect Managers (i.. esca.ate t>e ris- to t>eir respecti?e management# B# Stat+s reportingD Ris- stat+s reporting (i.. Be accomp.is>e) t>ro+g> t>e stan)ar) reports# C*ange Manageent C>ange Management is a process By (>ic> re@+ests /or mo)i/ications to t>e estaB.is>e) scopeC sc>e)+.eC or cost are contro..e) an) manage)# C>ange occ+rs in e?ery pro=ect an) a )e/ine) process /or managing c>ange is essentia. to comp.eting pro=ects on time an) (it>in B+)get# T>e C%ER Pro=ect Manager is responsiB.e /or ens+ring t>at c>ange re@+ests are )oc+mente)C trac-e)C an) c.ose)# C%ER (i.. +se t>e PMR3V Pro=ect site to capt+reC trac-C an) comm+nicate stat+s o/ c>ange re@+ests# C#an$e Mana$ement Process % Overview a. C>ange Re@+ests may Be initiate) By San *oa@+in Co+nty or C%ER# T>e C%ER Pro=ect Manager or >isF>er )esignee (i.. capt+re t>e re@+est an) /orma..y )oc+ment it in C%ER&s PMR3V Pro=ect site# b. Assigne) memBers o/ t>e pro=ect team (i.. ana.yAe eac> c>ange re@+est /or its impact to t>e pro=ect scopeC sc>e)+.eC an) B+)get# T>e impacts (i.. Be )oc+mente) as a component o/ t>e origina. c>ange re@+est# c. C%ER (i.. prepare a recommen)ation /or eac> c>ange re@+est an) present it /or San *oa@+in Co+nty&s appro?a. ?ia a C>ange Re@+est Form# See Attac1ment C /or a samp.e C>ange Re@+est Form# d. T>e pro=ect team (i.. imp.ementC c.oseC or )e/er t>e c>ange re@+est Base) +pon San *oa@+in Co+nty&s )ecision to appro?eC )isappro?eC or )e/er t>e re@+est# e. For appro?e) c>ange re@+estsC t>e C>ange Re@+est Form (i.. Be appen)e) to t>is )oc+ment an) scopeC sc>e)+.eC an) B+)get impacts (i.. Be re/.ecte) in an +p)ate) Base.ine Pro=ect P.an# C#an$e Mana$ement Process % Proect S"eci&c Policies T>e /o..o(ing C>ange Management Process po.icies app.y# Marc> :8C :008 ;; a# A.ternati?es to /orma. c+stomer signat+res on C>ange Re@+est FormsD n .ie+ o/ a signe) C>ange Re@+est FormC an e-mai. message sent )irect.y /rom t>e San *oa@+in Co+nty Appro?er to t>e C%ER Pro=ect Manager in)icating appro?a. or re=ection o/ a c>ange re@+est constit+tes /orma. appro?a. or re=ection /or t>is pro=ect# B# Appro?a.Fre=ection t+rnaro+n) time/rameD T>e San *oa@+in Co+nty Appro?er (i.. appro?e or re=ect t>e c>ange re@+est (it>in 3 B+siness )ays /rom t>e receipt o/ t>e C>ange Re@+est Form# c# Co+rse o/ action i/ an Appro?er is +na?ai.aB.e or )oes not respon) (it> a )ecision in t>e time/rame speci/ie)D / t>e San *oa@+in Co+nty Appro?er )oes not appro?e or re=ect t>e c>ange re@+est (it>in 3 B+siness )ays /rom t>e receipt o/ t>e C>ange Re@+est FormC an) )oes not comm+nicate a time/rame in (>ic> a )ecision (i.. Be ma)eD T>e c>ange re@+est )ecision (i.. Be .ogge)C trac-e) an) manage) as a UDe/erre)& re@+est# 1or- (i.. progress (it>o+t incorporating t>e re@+este) c>ange into t>e (or- p.an# 1>ere an appro?a. or re=ection )ecision is necessary /or t>e pro=ect to progressC t>e c>ange re@+est )ecision (i.. Be .ogge)C trac-e) an) esca.ate) as a pro=ect iss+e in accor)ance (it> t>e pro=ect&s ss+e Management Process# )# Ana.ysis o/ Uo+t o/ scope& C>ange Re@+estsD For c>ange re@+ests t>at are )etermine) to Be o+tsi)e t>e state) pro=ect scopeC t>e San *oa@+in Co+nty Appro?er (i.. a+t>oriAe cost an)For sc>e)+.e a..o(ance on a Time E Materia.s Basis /or t>e initia. ana.ysis o/ a c>ange re@+estC eit>er as )irect /+n)ing /or t>e ana.ysis e//ort or as part o/ t>e o?era.. /+n)ing /or t>e imp.ementation o/ an appro?e) re@+est# e# Reso.+tion o/ scope )isp+tesD T>e C%ER an) San *oa@+in Co+nty Pro=ect Managers (i.. try to reso.?e any )isp+te regar)ing t>e Uin scope& or Uo+t o/ scope& c.assi/ication o/ (or- By re/erring to t>is Statement o/ 1or-J t>e ContractJ t>e origina. RFP Response or %+siness Proposa.J an) any c>angesC amen)mentsC an) attac>ments to t>ese )oc+ments to (>ic> t>e parties >a?e pre?io+s.y agree) in (riting# / t>e Pro=ect Managers cannot reac> agreement (it>in 3 B+siness )aysC )isp+te reso.+tion (i.. Be esca.ate) to t>e San *oa@+in Co+nty Pro=ect Sponsor an) t>e C%ER !PFArea Director Gor t>eir respecti?e )esigneesH# /ualit( #ssurance C%ER&s 9+a.ity Ass+rance Process (i..D GaH E?a.+ate processesC (or- pro)+ctsC an) ser?ices against t>e app.icaB.e process )escriptionsC stan)ar)sC an) proce)+res as )e/ine) Be.o(C GBH )enti/y an) )oc+ment noncomp.iance iss+esC an) GcH Pro?i)e /ee)Bac- regar)ing @+a.ity ass+rance to pro=ect sta// an) managers# T>e C%ER Pro=ect Manager is responsiB.e /or ass+ring pro=ect sponsors an) sta-e>o.)ers t>at pro=ect po.icies an) processes are Being app.ie) an) non-comp.iances are a))resse)# Marc> :8C :008 800 (uality !ssurance Process % Overview a# T>e C%ER Pro=ect Manager estaB.is>es t>e 9+a.ity Ass+rance tas-s (it>in t>e (or- p.an /or t>e pro=ect to inc.+)eD Comp.iance re?ie(s o/ po.icies an) stan)ar)s t>at comprise t>e Basis /or @+a.ity# Sc>e)+.e)C perio)ic management 9+a.ity Ass+rance meetings# B# A traine) C%ER reso+rce (i.. con)+ct p.anne) 9+a.ity Re?ie(s to assess comp.iance to po.icy an) stan)ar)s an) )oc+ment any oBser?e) noncomp.iance# Correcti?e actions (i.. Be note) to assist t>e pro=ect team in a))ressing eac> noncomp.iance oBser?ation# c# T>e C%ER Pro=ect Manager (i.. ens+re imp.ementation o/ correcti?e actions res+.ting /rom t>e 9+a.ity Ass+rance re?ie(s# )# T>e C%ER Pro=ect Manager (i.. comm+nicate t>e stat+s o/ 9+a.ity Ass+rance acti?ities as part o/ t>e reg+.ar.y sc>e)+.e) pro=ect stat+s meetings# (uality !ssurance Process % Proect S"eci&c Policies T>e /o..o(ing 9+a.ity Ass+rance Process po.icies app.y# a# 9+a.ity Ass+rance re?ie( personne.D C%ER personne. assigne) to 9+a.ity Ass+rance re?ie(s may Be acti?e memBers o/ t>e pro=ect teamC B+t (i.. not re?ie( processesC pro)+cts or ser?ices re.ate) to t>eir ot>er speci/ic ro.es on t>e pro=ect# B# ProcessesC pro)+ctsC an) ser?ices to Be re?ie(e)D 5n.y C%ER&s stan)ar) Pro=ect Management an) So.+tion Set met>o)o.ogiesC an) t>eir o+tp+tsC are (it>in t>e scope o/ t>is 9+a.ity Ass+rance p.an# #cceptance Manageent C%ER&s Acceptance Management Process ens+res t>at )e.i?eraB.es or ser?ices pro?i)e) By C%ER )+ring t>e pro=ect are presente) to San *oa@+in Co+nty /or acceptance# Forma. acceptance By San *oa@+in Co+nty in)icates t>at t>e )e.i?eraB.e or ser?ice >as Been comp.ete) in accor)ance (it> t>is Statement o/ 1or-# T>e C%ER Pro=ect Manager is responsiB.e /or ens+ring t>at pro=ect )e.i?eraB.es an) ser?ices are /orma..y accepte) By San *oa@+in Co+nty# !cce"tance Mana$ement Process % Overview a# T>e C%ER Pro=ect Manager or pro=ect team .ea) (i.. )ec.are a )e.i?eraB.e or ser?ice comp.ete an) rea)y /or acceptance (>enD Doc+mente) re@+irements >a?e Been met# Testing is comp.ete an) )e/ects a))resse)# 9+a.ity re?ie(s >a?e Been passe)# T>e C%ER Pro=ect Manager (i.. ?a.i)ate t>at t>e )e.i?eraB.e or ser?ice is rea)y /or acceptance an) present t>e )e.i?eraB.e or ser?iceC or representati?e )oc+mentationC to San *oa@+in Co+nty /or acceptance# See Attac1ment D /or a samp.e De.i?eraB.es Acceptance Form# Marc> :8C :008 808 B# San *oa@+in Co+nty (i.. /orma..y accept t>e )e.i?eraB.e or ser?ice as comp.ete an) in con/ormance (it> t>is Statement o/ 1or-C or re=ect t>e )e.i?eraB.e or ser?ice an) state reasons /or re=ection# c# T>e C%ER Pro=ect Manager (i.. coor)inate e//orts to re)ress )e.i?eraB.es or ser?ices re=ecte) By San *oa@+in Co+nty# !cce"tance Mana$ement Process % Proect S"eci&c Policies T>e /o..o(ing Acceptance Management Process po.icies app.y# a# A.ternati?es to /orma. c+stomer signat+res on paper )oc+mentsD n .ie+ o/ a signe) De.i?eraB.eFSer?ice Acceptance FormC an e-mai. message sent )irect.y /rom San *oa@+in Co+nty Appro?er to t>e C%ER Pro=ect Manager in)icating acceptance or re=ection o/ a )e.i?eraB.e or ser?ice constit+tes /orma. acceptance or re=ection# B# Appro?a.Fre=ection t+rnaro+n) time/rameD San *oa@+in Co+nty Appro?er (i.. accept or re=ect t>e )e.i?eraB.e or ser?ice (it>in 3 B+siness )ays /rom t>e receipt o/ t>e De.i?eraB.eFSer?ice Acceptance Form# c# Co+rse o/ action i/ an Appro?er is +na?ai.aB.e or )oes not respon) (it> a )ecision in t>e time speci/ie)D / San *oa@+in Co+nty Appro?er )oes not accept or re=ect t>e )e.i?eraB.e or ser?ice (it>in 3 B+siness )ays /rom t>e receipt o/ t>e De.i?eraB.eFSer?ice Acceptance Form an) )oes not comm+nicate a time/rame in (>ic> a )ecision (i.. Be ma)eD T>e acceptanceFre=ection )ecision (i.. Be .ogge)C trac-e) an) esca.ate) as a pro=ect iss+e in accor)ance (it> t>e pro=ect&s ss+e Management Process# 1or- (i.. progress to maintain t>e estaB.is>e) pro=ect sc>e)+.eC (it> t>e +n)erstan)ing t>at any (or- )epen)ent +pon a re=ecte) )e.i?eraB.e or ser?ice is at ris- o/ re(or-# A c>ange re@+est may res+.t i/ mo)i/ications to t>e )e.i?eraB.e or ser?ice are re@+ire) an) t>ose mo)i/ications a//ect ot>er pro=ect (or-C or (or- t>at procee)e) at ris-# 1ro2ect Counications Appropriate o?ersig>t an) e//ecti?e proB.em reso.+tion are -eys to pro=ect s+ccess# 5n a reg+.ar sc>e)+.eC C%ER (i.. trac-C )oc+mentC an) comm+nication pro=ect stat+s to t>e San *oa@+in Co+nty Pro=ect Manager# Status Reporting T>e C%ER Pro=ect Manager (i.. >o.) Pro=ect team meetingsC pro)+ce stat+s reportsC an) meet (it> t>e San *oa@+in Co+nty Pro=ect Manager to )isc+ss pro=ect progress e?ery (ee-# Proect Team Meetin$s T>e Pro=ect Team (i.. meet to re?ie( t>e Pro=ect P.an an) eac> team memBer&s progress to(ar) t>e s+ccess/+. comp.etion o/ t>eir assigne) tas-s# T>e team (i.. /oc+s on Estimates to Comp.ete an) ear.y i)enti/ication an) assessment o/ pro=ect iss+es an) c>ange re@+ests# Status Re"orts C%ER&s stan)ar) (ee-.y pro=ect stat+s report (i.. pro?i)e aD Marc> :8C :008 80: S+mmary o/ Accomp.is>ments# Stat+s o/ Mi.estones an) De.i?eraB.es# Ana.ysis o/ P.an !ariances# S+mmary o/ iss+esC ris-sC an) c>ange re@+ests# Proect Mana$er Meetin$s T>e C%ER Pro=ect Manager (i.. re?ie( pro=ect progress an) stat+s (it> t>e San *oa@+in Co+nty Pro=ect Manager# T>e Pro=ect Managers (i.. (or- t>ro+g> pro=ect iss+esC ris-sC an) c>anges an) )etermine (>ic> )ecisions m+st Be esca.ate) an) to (>om# Steerin$ Committee Meetin$s T>e C%ER Pro=ect Manager (i.. re?ie( pro=ect progress an) stat+s (it> t>e San *oa@+in Co+nty Steering Committee Gi/ t>is committee is )etermine) as necessaryH on a mont>.y Basis or as )e/ine) By t>e committee# T>e Pro=ect Manager (i.. present in/ormation an) .ea) )isc+ssions regar)ing items esca.ate) /or committee reso.+tion# Manageent Re+iew C%ER pro=ects +n)ergo sc>e)+.e) progress re?ie(s to ens+re t>at estaB.is>e) stan)ar)s an) processes are Being /o..o(e) an) t>at t>e pro=ect is procee)ing accor)ing to p.an# Correcti?e actions are i)enti/ie)C imp.emente) an) monitore) t>ro+g> pro=ect comp.etion# %ot> San *oa@+in Co+nty an) C%ER .ea)ers>ip (i.. re?ie( c+rrent progress reports an) associate) correcti?e actions# Marc> :8C :008 803 Trainin$ Plan T>e CRMES app.ication (i.. Be )ep.oye) to a specia. training en?ironment to /aci.itate training /or co+nty +sers an) management# 5+r aim is to in/orm t>e +sers an) a)ministrators o/ >o( t>e system&s c+stom inter/ace can integrate seam.ess.y into t>eir e3isting B+siness proce)+res# T>e training team comBines t>e +se o/ a+)ioF?is+a. tec>ni@+es +sing Bot> Po(erPoint presentations an) >an)s-on +sage o/ CRMES rea)y (or-stations to ins+re t>e trainee&s +n)erstan)ing o/ t>e app.ication# Met>o)s s+c> as t>ese enaB.e t>e +ser to grasp t>e /+nctiona. +n)erstan)ing o/ t>e app.ication&s /.o( (>i.e a.so enco+raging )isc+ssion o/ >o( t>eir o(n )+ties /it into t>e training# 1e are prepare) to tai.orC as nee)e)C o+r stan)ar) training approac> to /it t>e nee)s o/ t>e San *oa@+in Co+nty# Training is genera..y )one /or a.. +sers prior to ,o-'i?e to ens+re s+ccess/+. +se o/ t>e CRMES system# T>e C%ER team an) t>e San *oa@+in Co+nty teams (i.. coor)inate a training ca.en)ar prior to con)+cting t>e training sessions# 1e recommen) t>e San *oa@+in Co+nty pro=ect participants Be traine) prior to System Acceptance# A.. c.asses can Be con)+cte) (it> t>e re@+este) a?erage o/ :0 to :0 st+)ents per training session Go+r Utypica.& st+)ent siAes are inc.+)e) in t>e /o..o(ing stan)ar) o//ering /or re/erence on.yH# 5+r genera. training sy..aBi are pro?i)e) Be.o(D CRIMES #dinistrator &raining A)ministrati?e training /or a gro+p o/ ten st+)ents (i.. ta-e appro3imate.y 82 >o+rs# / t>e a)ministrators >a?e Been in?o.?e) (it> t>e pro=ectC t>e training time (i.. Be re)+ce) By appro3imate.y /o+r >o+rs# T>e A)ministrati?e Training inc.+)es a.. /acets o/ CRMES a)ministration an) t>e generation o/ reports +sing Crysta. Reports# T>e typica. c+rric+.+m is pro?i)e) Be.o(#
8# Reports a# R+nning Stan)ar) Reports B# 5rganiAing t>e Report 'iBrary c# DistriB+ting Reports )# Report Sec+rity e# CRMES Data Dictionary :# Doc+ment Temp.ate Management a# Doc+ment Types an) Properties B# Doc+ment Stat+s c# Mo)i/ying E3isting Temp.ates )# Creating 6e( Doc+ment Temp.ates i# From an E3isting Temp.ate GKC.oningLH ii# From an E3isting 1or) Processing Doc+ment iii# From Scratc> Marc> :8C :008 80$ e# nserting Data /rom CRMES into Temp.ate GKProgram 9+estionsLH /# nserting User Prompts into Temp.ate GKUser 9+estionsLH g# Types o/ Responses A?ai.aB.e to User Prompts i# Te3t ii# Formatte) .ong te3t iii# C>oice i?# ComBination GC>oice or Te3tH ?# Pic--.ist ># Maintenance o/ Common User Prompts i# Maintenance o/ Components 3# TaB.e A)ministration a# Mo)i/ying E3isting !a.+es B# A))ing !a.+es c# nacti?ating !a.+es $# Managing CRMES Users a# A))ing User ,ro+ps B# De/ining User ,ro+ps c# A))ing n)i?i)+a.s )# P.acing n)i?i)+a.s in User ,ro+ps e# Pass(or) Management 0# App.ication 5ptions a# Sea.ingFE3p+ngingFDe.eting cases B# Arc>i?ing )oc+ments Marc> :8C :008 800 End-6ser &raining En)-+ser training ta-es appro3imate.y 8 >o+rs /or eac> c.ass o/ :0-:0 +sers# T>e typica. c+rric+.+m /o..o(s# 8# CRMES 5?er?ie( a# T>e genera. /+nctiona.ity o/ t>e app.ication B# <o( t>e app.ication (or-s (it>in e3isting B+siness r+.es :# Fin)ing Cases an) Peop.e in System c# !ario+s searc> options an) t>eir con?enience )# <o( searc>es re.ate to )ataBase str+ct+re 3# Case nta-e Process e# <o( t>e process re.ates to c+rrent o//ice str+ct+re $# Case Ca.en)aring an) E?ent Management /# Creation o/ Co+rtC Case an) System E?ents g# App.ying E?ent Dates to Ca.en)ar Systems 0# Case Participants 2# Case Up)ate 4# Doc+ment ,eneration ># Met>o)s /or t>e creation process 8# Doc+ment Pro)+ction i# Form 'etters =# MotionsF%rie/s -# Memoran)a .# S+Bpoenas m# *+ry nstr+ctions n# Amen)e) C>arging Doc+ments ;# A)->oc 9+erying Marc> :8C :008 802 Maintenance an) Su""ort Plan C%ER (i.. pro?i)e CRMES so/t(are /ree o/ a.. critica. or ma=or -no(n )e/ects# As +pgra)es an) pro)+ct en>ancements Become a?ai.aB.e /or t>e app.ication so/t(areC t>ey (i.. Be pro?i)e) at no a))itiona. c>arge# &- 7a. onsite cost a77ition to annual CRI!E" ".stem !aintenance cost At t>e en) o/ t>e /irst 30 )ays o/ C%ER Ann+a. CRMES MaintenanceC C%ER (i.. in?oice San *oa@+in Co+nty /or W82C000 /or pro?i)ing a reso+rce onsite at San *oa@+in /aci.ities# T>is cost is inc.+si?e o/ a.. TE' e3penses# T>is cost is in a))ition to t>e W88C000 ann+a. cost in?oice) at t>e Beginning o/ t>e Maintenance perio)# 5+r Base (arranty pro?i)es /or t>e )iagnosis an) ens+ing reso.+tion# / t>ere are -no(n )e/ects /rom t>e s+pp.iers o/ t>e system so/t(areC C%ER (i.. pro?i)e cons+.tation as it a//ects t>e /+nctioning o/ t>e app.ication so/t(are on a Best e//ort Basis# T>e responsiBi.ity /or maintaining system so/t(are +pgra)es resi)es (it> San *oa@+in Co+ntyC B+t C%ER (i.. s+pport t>e norma. /+nctioning o/ t>e app.ication so/t(are accor)ing to t>e terms o/ t>e (arranty an) ser?ice .e?e. agreement Gp.ease see Attac>ment % /or a samp.e o/ o+r stan)ar) CRMES agreementH# Un)er t>e terms o/ t>e S+pport an) Maintenance AgreementC it is e3pecte) t>at San *oa@+in Co+nty (i.. contin+e to -eep t>eir system an) operating so/t(are systems maintaine) an) c+rrent# To ens+re t>e satis/action o/ o+r c+stomersC C%ER s+pport personne. are traine) to s+pport t>e .atest re.ease o/ t>e system an) s+pporting tec>no.ogiesC an) /or t>is reason s+pport (i.. Be pro?i)e) /or t>e imme)iate.y prior ?ersion an) not /or any ?ersions prior to t>at# "upport an7 !aintenance: 3eneral "cope "ervice Description Emer/enc. P1one "upport 800 P>one n+mBer ans(ere) By s+pport sta// :$ >o+rs a )ayC 4 )ays a (ee-# Non;Emer/enc. "upport 800 P>one n+mBer a?ai.aB.e )+ring norma. co+nty B+siness >o+rs# 5n.ine s+pport site a?ai.aB.e :$ >o+rs a )ayC 4 )ays a (ee-# Response To In=uir. 9+estions s+Bmitte) ?ia p>one or t>e on.ine s+pport site are a))resse) as t>ey are recei?e) Patc1es 2 Notification Co..ecte) non-critica. so/t(are )e/ects are gro+pe) into interim minor re.eases Gpatc>esH an) iss+e) to c+stomers on a reg+.ar Basis# C+stomers are typica..y noti/ie) (it>in :$ >o+rs o/ re.ease o/ so/t(are patc>es# Fi9es 2 Notification Critica. so/t(are )e/ects are correcte) as t>ey are )isco?ere) By c+stomers or 9A processes# Marc> :8C :008 804 So/t(are +p)ates to correct t>ese )e/ects are pro?i)e) imme)iate.y /or c+stomers# A+t>oriAe) +sers o/ t>e Pro7uct Up/ra7es 2 Notification Perio)ic +pgra)es Gma=or re.easesH t>at en>ance or impro?e e3isting app.ication /eat+res or a)) a))itiona. /+nctiona.ity to are re.ease) on a?erage 8-: times per year# E3isting c+stomers (>o are entit.e) to +pgra)es are norma..y noti/ie) (it>in $8 >o+rs o/ t>e re.ease o/ t>e en>ance) so/t(are# 3eneral "upport C%ER stri?es to pro?i)e t>e Best possiB.e +ser e3perience to a.. CRMES c+stomers# C+stomers (it> genera. s+pport @+estions can recei?e genera. tec>nica. s+pport or get ans(ers to genera. @+estions aBo+t t>e CRMES pro)+ct# Training or tec>nica. cons+.tation re@+iring a s+Bstantia. amo+nt o/ time are a?ai.aB.e Beyon) ser?ices pro?i)e) in t>e Statement o/ 1or- can Be pro?i)e) at t>e pre?ai.ing rate per t>e S+pport an) Maintenance Agreement A.. CRMES c+stomersC +n.ess speci/ie) ot>er(ise in t>e S+pport an) Maintenance agreement are responsiB.e /or t>e insta..ation o/ pro)+ct /i3esC +pgra)esC or patc>es# C%ER cons+.tants can Be ma)e a?ai.aB.e to s+pport t>is process /or an >o+r.y rate as )e/ine) in t>e S+pport an) Maintenance Agreement# C+stomers are enco+rage) to s+ggest ne( /eat+res or en>ancements to CRMES# n /actC many o/ t>e Best ne( /eat+res or impro?ements are pro?i)e) By o+r c+stomers# A))itiona. or en>ance) system /+nctiona.ity not inc.+)e) as part o/ /i3esC patc>esC or pro)+ct +pgra)es are not inc.+)e) as part o/ t>e ser?ices an) pro)+cts pro?i)e) By t>e S+pport an) Maintenance Agreement# C%ER cons+.tants can Be ma)e a?ai.aB.e /or c+stom )e?e.opment at an >o+r.y rate speci/ie) By t>e S+pport an) Maintenance Agreement# t s>o+.) Be note)C >o(e?erC t>at c+stom )e?e.opment per/orme) /or an in)i?i)+a. c+stomer may Be ma)e a?ai.aB.e in /+t+re re.eases o/ CRMES to a..o( +ni/orm maintenance an) s+pport o/ CRMES /or a.. c+stomers# A))itiona..y i/ c+stom )e?e.ope) system en>ancement necessitate a))itiona. s+pport or )i//ic+.ty in maintaining t>e app.icationC a)=+stments to t>e S+pport an) Maintenance /ees may Be re@+ire)# .elp "esk Support C%ER maintains a 'a( an) *+stice >e.p )es- sta//e) (it> s+B=ect matter an) tec>nica. e3perts in s+pporting o+r CRMES c+stomer Base# P>one s+pport ser?ice is part o/ t>e ann+a. maintenance an) s+pport agreement an) (i.. Be ma)e a?ai.aB.e )+ring t>e co+nty&s reg+.ar B+siness >o+rs /or non-emergency matters an) a?ai.aB.e :$34 /or emergencies# Emergency Marc> :8C :008 808 ser?ice is typica..y )e/ine) as sit+ations t>at pre?ent reasonaB.e system /+nctioning t>at negati?e.y a//ects t>e norma. B+siness o/ t>e co+nty Gsystem o+tagesC )ata corr+ptionC /ata. system errorsC etcH# System proB.ems t>at are consi)ere) to Be minor or cosmetic are >an).e) )+ring reg+.ar B+siness >o+rs# 5+r C+stomer S+pport to..-/ree p>one n+mBer is G800H $08-3024# n a))ition to te.ep>one s+pportC t>e pre/erre) an) typica..y t>e most e//icient a?en+e /or re@+esting CRMES s+pport an) reporting errors is ?ia an on.ine >e.p)es- t>at (i.. Be create) an) maintaine) speci/ica..y /or t>e co+nty# T>is system is a?ai.aB.e :$34 ?ia an nternet Bro(ser an) contin+a..y monitore) By s+pport personne.# Users a+t>oriAe) By t>e co+nty (i.. Be pro?i)e) a +ser acco+nt to sec+re access t>e system to enter an) monitor tro+B.e tic-ets an) re@+ests /or system en>ancements or maintenance# 1roduct 6pgrades7 1atc*es7 'i!es and En*anceents T>e C%ER 'a( an) *+stice ,ro+p pri)es itse./ on o+r c+stomer ser?ice an) speci/ica..y t>e responsi?eness o/ o+r team# 1e pro?i)e a )irect approac> to pro?i)ing c+stomer ser?ice t>at )oes not inc.+)e e.aBorate .e?e.s o/ tec>nica. s+pport tiers insi)e o+r 'a( an) *+stice ,ro+p# 1>en a proB.em or in@+iry is ca..e) in or s+Bmitte) /rom one o/ o+r c+stomers (e (or- to reme)y t>e proB.em imme)iate.y an) i/ necessary o+r c+stomer ser?ices )epartment (i.. coor)inate (it> t>e CRMES system pro)+ct )e?e.opers an)For )ataBase engineers# C%ER (or-s contin+a..y to impro?e t>e e//iciencyC ease-o/-+seC an) t>e o?era.. /eat+re set o/ o+r pro)+cts# 6o so/t(are e3ists (it>o+t )e/ects GB+gsH an) occasiona. errors# 1>en a )e/ect is reporte) By o+r c+stomers or )isco?ere) )+ring t>e co+rse o/ reg+.ar 9+a.ity Ass+rance e?a.+ationsC it is .ogge) in o+r on.ine s+pport trac-ing system# T>e stat+s an) progress o/ t>e reso.+tion o/ iss+es or so/t(are )e/ects entere) on.ine or s+Bmitte) ?ia p>one can Be monitore) on.ine By +sers (it> a +ser acco+nt on t>e site# 6oti/ication o/ t>e reso.+tion o/ t>e proB.em is pro?i)e) to t>e c+stomer +ser (>o s+Bmitte) t>e iss+e an) /or critica. B+g /i3es t>e +p)ate) so/t(are is pro?i)e) to t>e c+stomer s+Bmitting t>e iss+e an) ot>er impacte) c+stomers imme)iate.y# For non-critica. /i3esC t>e +p)ate is B+n).e) (it> ot>er +p)ates an) re.ease) (it> t>e ne3t reg+.ar.y re.ease) patc> Gminor re.easeH# A.. c+stomers are noti/ie) ?ia emai. (it>in :$ >o+rs o/ t>e re.ease o/ a so/t(are patc># T>e patc> can Be )o(n.oa)e) /rom t>e s+pport site or can Be pro?i)e) on a Compact Disc i/ re@+este) By t>e c+stomer# Pro)+ct +p)ates are pro?i)e) to +sers (>o are entit.e) to recei?e t>em in a simi.ar met>o) to t>e re.ease o/ patc>es# A.. @+a.i/ie) c+stomers are noti/ie) ?ia emai. o/ t>e re.ease o/ a pro)+ct +pgra)e (it>in $8 >o+rs o/ its re.ease# S>o+.) t>e c+stomer )esireC t>e +p)ate) so/t(are can Be pro?i)e) ?ia a compact )isc +pon re@+est# A))itiona. met>o)s o/ )e.i?ery o/ +p)ate) so/t(are can Be pro?i)e)C >o(e?er a))itiona. costsC )epen)ing +pon time an) e3pense inc+rre) /or accommo)ating t>e non-stan)ar) )e.i?ery met>o)# Marc> :8C :008 80; Exce"tions E!ceptions and Clari,cations n accor)ance (it> RFP Sections 80 an) 88 on pages 4 an) 8C C%ER notes t>e /o..o(ing e3ceptions an) c.ari/ications to t>e Terms an) Con)itions set /ort> in t>e RFP# C%ER is not con)itioning its proposa. on t>e State&s acceptance o/ t>e precise .ang+age set /ort> Be.o(# C%ER +n)erstan)s an) accepts t>at any contract res+.ting /rom t>is proposa. m+st comp.y (it> app.icaB.e Co+nty an) state .a(s an) reg+.ations an) m+st Be acceptaB.e to t>e Co+nty# PROPO"AL AUTAORIBATION "I3NATURE PA3E CRFP? pa/e #&D C%ER accepts t>e pro?isions o/ paragrap> one (it> t>e /o..o(ing c.ari/ications an) +n)erstan)ings# a# As to tem G8HC C%ER >as re.ie) on t>e in/ormation pro?i)e) By t>e Co+nty in t>e RFP an) A))en)a in preparing its propose) prices an) sc>e)+.es# / incomp.eteC inacc+rate or erroneo+s in/ormation ca+se an increase in C%ER&s cost o/ or time /or per/ormanceC C%ER s>a.. Be entit.e) to an e@+itaB.e a)=+stment in t>e contract price an) sc>e)+.e as (e.. as ot>er a//ecte) terms o/ t>e contract# As a matter o/ c.ari/icationC C%ER&s proposa. is its e3pression o/ t>e o//ere) meansC met>o)s an) so.+tions C%ER (i.. +se to meet t>e re@+irements o/ t>e RFP# n accepting t>e proposa.C t>e Co+nty is accepting t>ose speci/ic meansC met>o)s an) so.+tions o/ per/ormance as comp.ying (it> t>e terms o/ t>e RFP# C>angesC mo)i/icationC en>ancements or a))itions to t>e propose) meansC met>o)sC an) so.+tions s>a.. Be treate) as c>anges +n)er t>e res+.ting contract an) t>e contract price an) sc>e)+.e s>a.. Be e@+itaB.e a)=+ste) /or t>e impact o/ t>ose c>angesC mo)i/icationC en>ancements or a))itions# S+B=ecti?e Co+nty interpretations o/ (>et>er speci/ic meansC met>o)s or so.+tions meet t>e re@+irements o/ t>e RFP s>a.. not Be )eterminati?e# / C%ER&s meansC met>o)s an) so.+tions meet t>e minim+m oB=ecti?e re@+irements o/ t>e RFPC t>ere s>a.. Be no con/.ict (it> t>e RFP re@+irements# B# As to tem G:HC C%ER (i.. pro?i)e t>e ser?ices an) so/t(are as set /ort> in its proposa.# C%ER is not responsiB.e /or pro?i)ing ot>er e@+ipmentC materia.s or .aBor# C%ER&s propose) prices an) sc>e)+.es are con)itione) on t>e Co+nty&s time.y pro?ision o/ GiH ot>er essentia. e@+ipmentC materia.sC or .aBorC inc.+)ing (it>o+t .imitationC time.y access to system so/t(areC inter/aces an) connecti?ity (it> ot>er systems an) )ataBases GiiH c.ean an) +ncorr+pte) )ata an) )ataBases# / )e.ays or )e/ects in t>e Co+nty&s pro?ision o/ t>ese items an) s+pport increase C%ER&s cost o/ or time /or per/ormanceC C%ER s>a.. Be entit.e) to an e@+itaB.e a)=+stment in t>e contract price an) sc>e)+.e as (e.. as ot>er a//ecte) terms o/ t>e contract# Marc> :8C :008 880 Marc> :8C :008 888 EEAI8IT A 6 FUNCTIONAL REUIRE!ENT" To stay (it>in t>e sc>e)+.e an) B+)get constraints set By t>e Co+ntyC C%ER >as propose) a K?ani..aL imp.ementation o/ its CRMESX proprietary so/t(are so.+tion (it> minima. c+stomiAation on.y as re@+ire) to pro?i)e t>e minima. /+nctiona. re@+irements to (>ic> C%ER proposa. >as respon)e)# 1>ere CRMES meets t>e minima. /+nctiona. re@+irements o/ t>e RFPC no c+stomiAation is price) or inc.+)e)# A))itions an) en>ancements to t>e minima. /+nctiona. re@+irements an) ne(C en>ance) or a.tere) /eat+res or /+nctions or en>ance) c+stomiAation s>a.. Be consi)ere) c>anges an) t>e contract price an) sc>e)+.e s>a.. Be a)=+ste) accor)ing.y# E3cept as e3press.y in)icate) in t>e proposa.C C%ER&s propose) price an) sc>e)+.e ass+me t>at t>e Co+nty (i.. +se e3isting CRMES /+nctionsC screens an) reports to meet t>e B+siness re@+irements in t>e RFP (it>o+t /+rt>er c+stomiAation# 1it> respect to t>e propose) c+stomiAations o/ CRMESC C%ER&s propose) price an) sc>e)+.e ass+me t>at t>e Co+nty (i.. prompt.y pro?i)e re?ie( an) comments an) (i.. not re@+ire m+.tip.e iterati?e re?ie(s or c>anges in )oc+ments# Doc+ments s+Bmitte) to t>e Co+nty /or re?ie( an) comment m+st Be appro?e) or ret+rne) to C%ER (it> comments (it>in 3 B+siness )ays or t>ey (i.. Be )eeme) accepte) as s+Bmitte)# C>anges in app.icaB.e .a(sC reg+.ationsC r+.esC or or)nancesC or B+siness processes s>a.. Be consi)ere) c>anges# / t>ose c>anges increase C%ER&s cost o/ or time /or per/ormanceC C%ER s>a.. Be entit.e) to an e@+itaB.e a)=+stment in t>e contract price an) sc>e)+.e as (e.. as ot>er a//ecte) terms o/ t>e contract# E91ibit 8 6 "ample Contract ;# n)emni/ication C%ER re@+ests t>e /o..o(ing c>anges# nserts are s>o(n in ita.ics an) +n)er.ine an) )e.etions are s>o(n in o?erstri-e# C56SU'TA6T agrees to )e/en)C >o.) >arm.ess an) in)emni/y t>e C5U6T" /or any an) a.. .iaBi.ities to the extent caused by associate) (it> t>e CONSULTNT!s ne"li"ence in the +se o/ any a+tomoBi.es in re.ation to /or t>e tas-s per/orme) +n)er associate) (it> t>is Agreement# ll indemnification under this "reement shall be a##ortioned on a com#arative basis ta$in" into account the relative factors of all #ersons contributin" to such claim or loss. CONSULTNT shall only be liable for that #ortion of the total indemnified claim or loss that CONSULTNT%s acts or omissions bear to the acts and omissions of all #ersons contributin" to such total indemnified claim or loss. CONSULTNT&s res#onsibility to indemnify and hold harmless COUNT' is conditioned u#on CONSULTNT receivin" (i) #rom#t *ritten notice of any claim or action and (ii) COUNT'&s full coo#eration *ith CONSULTNT&s defense or settlement of the claim. To the extent CONSULTNT&s Marc> :8C :008 88: defense of the claim is materially #re+udiced by the COUNT'&s failure to #rovide #rom#t notice or full coo#eration *ith CONSULTNT&s defense or settlement of the claim, CONSULTNT shall be relieved of its indemnity obli"ations. CONSULTNT has no liability to indemnify or hold the COUNT' harmless for any #ayment by the COUNT' in settlement or com#romise of a claim or action unless CONSULTNT receives *ritten notice at least ten (,-) business days in advance of such settlement or com#romise and a##roves the settlement in *ritin" before #ayment is made. 83# Termination C%ER re@+ests t>e /o..o(ing c>anges# a# P.ease insert t>e /o..o(ing as t>e secon) sentence o/ Section 83# / t>e nat+re o/ t>e Breac> is s+c> t>at it cannot reasonaB.y Be comp.ete) (it> /i/teen (or-ing )aysC t>is Agreement s>a.. not Be terminate) in t>e agreement i/ C56SU'TA6T prompt.y initiates a c+re an) )i.igent.y p+rs+e it to comp.etion# B# P.ease a)) t>e /o..o(ing# / t>e C5U6T" Breac>es or >aBit+a..y neg.ects t>e C5U6T"&S )+ties +n)er t>is Agreement (it>o+t c+ring s+c> Breac> or neg.ect +pon /i/teen G80H (or-ing )ays (ritten noticeC t>e C56SU'TA6T mayC By (ritten noticeC imme)iate.y terminate t>is Agreement (it>o+t pre=+)ice to any ot>er reme)y to (>ic> C56SU'TA6T may Be entit.e)C eit>er at .a(C in e@+ityC or +n)er t>is Agreement# / t>is Agreement is terminate) /or con?enience or Beca+se t>e %oar) /ai.s to appropriate s+//icient /+n)sC t>e C5U6T" s>a.. prompt.y pay t>e C56SU'TA6T /or a.. goo)s an) materia.s )e.i?ere) to t>e C5U6T"C (or- in progress an) partia..y comp.ete) itemsC an) a.. ser?ices pro?i)e)C inc.+)ing reasonaB.e e3penses inc+rre)C as o/ t>e e//ecti?e )ate o/ termination# T>e Cons+.tant s>a.. not Be entit.e) to .ost re?en+es or .ost pro/it on t>e terminate) portion o/ t>e (or-# c# P.ease c.ari/y t>at K(or-ing )ays& s>a.. mean Mon)ay M Fri)ay e3c.+si?e o/ Fe)era.C State an) Co+nty >o.i)ays# / .ast )ay /or per/ormance o/ any oB.igation +n)er t>is Agreement occ+rs on a non-(or-ing )ayC t>e time perio) /or per/ormance s>a.. Be e3ten)e) to t>e en) o/ t>e ne3t /+.. (or-ing )ay# :8# 1or- Pro)+ct C%ER is proposing to pro?i)e a c+stom so.+tion Base) on C%ER&s CRMESX proprietary so/t(are so.+tion# C%ER (i.. pro?i)e CRMES p+rs+ant to t>e CRMES 'icense Terms an) Con)itions inc.+)e in t>e proposa.# C%ER (i.. retain e3c.+si?e o(ners>ip o/ GH a.. .icense) CRMES so/t(areC app.ications an) )oc+mentationJ an) GiiH a.. CRMES re.ate) 1or- Pro)+cts or materia.s o/ any -in) or nat+re )e?e.ope) /or t>e Co+ntyC inc.+)ing Marc> :8C :008 883 (it>o+t .imitationC app.icationsC /eat+resC )eri?ati?e (or-sC en>ancementsC a))itionsC c+stomiAationC /eat+resC inter/acesC screensC /ormatsC an) reports# T>e C5U6T" (i.. retain a /+..y-pai) .icense to +se a.. materia.s )e?e.ope) at Co+nty e3pense so.e.y /or t>e Co+nty&s +seC (it>o+t t>e rig>t to se.. or trans/er t>ose materia.s to any ot>er party# T>e Co+nty (i.. mar- a.. CRMES re.ate) materia.sD Y :00Z C%ERC nc# A.. Rig>ts Reser?e)# C%ER (i.. pro?i)e maintenance an) s+pport /or t>e Co+nty p+rs+ant to t>e CRMES Maintenance an) S+pport Terms an) Con)itions inc.+)e) in t>e proposa.# A77itional Terms an7 Con7itions C%ER re@+ests t>e a))ition o/ terms simi.ar to t>e /o..o(ing# :3# Parties in nterestD T>is Agreement is en/orceaB.e on.y By C56SU'TA6T an) C5U6T"# T>is Agreement is not a contract or ass+rance regar)ing compensationC contin+e) emp.oymentC or Bene/it o/ any -in) to any o/ C56SU'TA6T&s personne. or to any Bene/iciary o/ t>ose personne. an) t>ose personne. or t>eir Bene/iciaries (i.. not Be t>ir)-party Bene/iciaries o/ t>is Agreement# :$# C>angesD T>e C5U6T" may at any timeC By (ritten or)erC ma-e c>anges (it>in t>e genera. scope o/ t>is contract in GaH t>e speci/ications or re@+irementsC GBH t>e met>o) o/ )e.i?eryJ t>e ser?ices to Be )e.i?ere)# / any s+c> c>ange ca+ses an increase or )ecrease in t>e cost o/C or t>e time re@+ire) /orC per/ormance o/ any part o/ t>e (or- +n)er t>is contractC (>et>er or not c>ange) By t>e or)erC t>e C5U6T" s>a.. ma-e an e@+itaB.e a)=+stment in t>e contract priceC t>e )e.i?ery sc>e)+.eC or Bot>C an) s>a.. mo)i/y t>e contract# Fai.+re to agree to any a)=+stment s>a.. Be a )isp+te +n)er t>e Disp+tes c.a+se# :0# De.aysD / t>e per/ormance o/ any part o/ t>e (or- o/ t>is Agreement is )e.aye) or interr+pte) By an act o/ t>e State in t>e a)ministration o/ t>is Agreement t>at is not e3press.y a+t>oriAe) By t>is AgreementC or By a /ai.+re o/ t>e State to act (it>in t>e time speci/ie) in t>is AgreementC or (it>in a reasonaB.e time i/ not speci/ie)C e@+itaB.e a)=+stments s>a.. Be ma)e GiH /or any increase in t>e Contractor&s cost o/ per/ormance ca+se) By t>e )e.ay or interr+ptionC GiiH in t>e )e.i?ery or per/ormance )ates an) any ot>er Agreement term or con)ition a//ecte) By t>e )e.ay or interr+ptionC an) t>e Agreement s>a.. Be mo)i/ie) in (riting accor)ing.y# 6o a)=+stment s>a.. Be ma)e +n)er t>is c.a+se /or any )e.ay or interr+ption to t>e e3tent t>at per/ormance (o+.) >a?e Been )e.aye) or interr+pte) By any ot>er ca+seC inc.+)ing t>e /a+.t or neg.igence o/ t>e ContractorC or /or (>ic> an a)=+stment is pro?i)e) or e3c.+)e) +n)er any ot>er term or con)ition o/ t>is Agreement# Marc> :8C :008 88$ A c.aim +n)er t>is c.a+se s>a.. not Be a..o(e)T G8H For any costs inc+rre) more t>an :0 B+siness )ays Be/ore t>e Contractor s>a.. >a?e noti/ie) t>e State in (riting o/ t>e act or /ai.+re to act in?o.?e)J an) G:H Un.ess t>e c.aimC in an amo+nt state)C is asserte) in (riting (it>in a reasonaB.e perio) a/ter t>e termination o/ t>e )e.ay or interr+ption# :2# Sc>e)+.e Contingencies C56SU'TA6T&s sc>e)+.e contains contingencies /or t>e sc>e)+.e )e.ays an) per/ormance ris-s t>at C56SU'TA6T e3pects to enco+nter /or itse./ in t>e per/ormance o/ t>e (or-# T>ese sc>e)+.e contingencies are /or t>e e3c.+si?e +se o/ t>e C56SU'TA6T to a))ress C56SU'TA6T ca+se) )e.ays# T>e sc>e)+.e )oes not inc.+)e any contingency /or C5U6T" ca+se) )e.ays or /orce ma=e+re# De.ays ca+se) By t>e Co+nty or its o//icersC emp.oyeesC contractorsC or agents s>a.. Be >an).e) in accor)ance (it> t>e De.ays c.a+se o/ t>is Agreement an) )e.ays attriB+taB.e to /orce ma=e+re s>a.. Be >an).e) in accor)ance (it> t>e Force Ma=e+re c.a+se o/ t>is Agreement# :4# S+spension o/ 1or-D T>e C5U6T" may or)er t>e C56SU'TA6TC in (ritingC to s+spen)C )e.ayC or interr+pt a.. or any part o/ t>e (or- o/ t>is contract /or t>e perio) o/ time t>at t>e C5U6T" )etermines appropriate /or t>e con?enience o/ t>e C5U6T"# / t>e per/ormance o/ a.. or any part o/ t>e (or- is s+spen)e)C )e.aye)C or interr+pte) G8H %y an act o/ t>e C5U6T" in t>e a)ministration o/ t>is contractC or G:H %y t>e C5U6T"&s /ai.+re to act (it>in t>e time speci/ie) in t>is contract Gor (it>in a reasonaB.e time i/ not speci/ie)HC an a)=+stment s>a.. Be ma)e /or any increase in t>e cost o/ per/ormance o/ t>is contract Ge3c.+)ing pro/itH necessari.y ca+se) By t>e +nreasonaB.e s+spensionC )e.ayC or interr+ptionC an) t>e contract mo)i/ie) in (riting accor)ing.y#
:8# Stop-1or- 5r)erD T>e C5U6T" mayC at any timeC By (ritten or)er to t>e C56SU'TA6TC re@+ire t>e C56SU'TA6T to stop a..C or any partC o/ t>e (or- ca..e) /or By t>is contract /or a perio) o/ 80 )ays a/ter t>e or)er is )e.i?ere) to t>e C56SU'TA6TC an) /or any /+rt>er perio) to (>ic> t>e parties may agree# T>e or)er s>a.. Be speci/ica..y i)enti/ie) as a stop-(or- or)er iss+e) +n)er t>is c.a+se# Upon receipt o/ t>e or)erC t>e C56SU'TA6T s>a.. imme)iate.y comp.y (it> its terms an) ta-e a.. reasonaB.e steps to minimiAe t>e inc+rrence o/ costs a..ocaB.e to t>e (or- co?ere) By t>e or)er )+ring t>e perio) o/ (or- stoppage# 1it>in a perio) o/ 80 )ays a/ter a stop-(or- is )e.i?ere) to t>e C56SU'TA6TC or (it>in any e3tension o/ t>at perio) to (>ic> t>e parties s>a.. >a?e agree)C t>e C5U6T" s>a.. eit>er Marc> :8C :008 880 G8H Cance. t>e stop-(or- or)erJ or G:H Terminate t>e (or- co?ere) By t>e or)er as pro?i)e) in t>e Termination /or Con?enience c.a+se o/ t>is contract# / a stop-(or- or)er iss+e) +n)er t>is c.a+se is cance.e) or t>e perio) o/ t>e or)er or any e3tension t>ereo/ e3piresC t>e C56SU'TA6T s>a.. res+me (or-# T>e C5U6T" s>a.. ma-e an e@+itaB.e a)=+stment in t>e )e.i?ery sc>e)+.e or contract priceC or Bot>C an) t>e contract s>a.. Be mo)i/ie)C in (riting# / a stop-(or- or)er is not cance.e) an) t>e (or- co?ere) By t>e or)er is terminate) /or t>e con?enience o/ t>e C5U6T"C t>e C5U6T" s>a.. a..o( reasonaB.e costs res+.ting /rom t>e stop-(or- or)er in arri?ing at t>e termination sett.ement# :;# 'imitation o/ 'iaBi.ityD T>e CRMES So/t(are an) a.. CRMES Maintenance an) S+pport s>a.. Be s+B=ect to t>e .imitation o/ .iaBi.ity pro?isions in t>e CRMES So/t(are 'icense an) CRMES Maintenance an) S+pport Terms an) Con)itions# A.. ot>er .iaBi.ity +n)er t>is Agreement s>a.. Be s+B=ect to t>e /o..o(ing .imits con)itions an) e3c.+sions# 6ET<ER PART" 1'' %E 'A%'E T5 T<E 5T<ER PART" F5R A6" '5ST DATAC '5ST PR5FTS 5R 6CDE6TA'C C56SE9UE6TA'C PU6T!EC SPECA' 5R 5T<ER 6DRECT DAMA,ES 5F A6" 76D F5R A6" REAS56 1<ATS5E!ER 6C'UD6,C %UT 65T 'MTED T5C DAMA,ES %ASED UP56 6E,',E6CEC %REAC< 5F 1ARRA6T"C STRCT 'A%'T"C 5R A6" 5T<ER T<E5R" E!E6 F A PART" <AS %EE6 AD!SED 5F T<E P5SS%'T" 5F SUC< DAMA,ES# Eac> party agrees t>at t>e ot>er party&s .iaBi.ity >ere+n)er /or )amagesC regar).ess o/ t>e /orm o/ actionC (i.. not e3cee) t>e tota. amo+nt act+a..y pai) /or ser?ices an) )e.i?eraB.es gi?ing rise to t>e )amages# 6ot(it>stan)ing t>e aBo?eC t>e .iaBi.ity o/ C5U6T" may Be increase) to inc.+)e C56SU'TA6TIs costs o/ co..ection o/ ser?ices /eesC inc.+)ing (it>o+t .imitation reasonaB.e attorneyIs /ees an) co+rt costs# T>e parties agree t>at amo+nts state) >erein are /air +n)er t>e circ+mstances an) t>at t>e prices re/.ect t>is .imitation o/ .iaBi.ity# 30# 1arranty an) Disc.aimerD T>e CRMES So/t(are an) a.. CRMES Maintenance an) S+pport s>a.. Be s+B=ect on.y to t>e (arranties in t>e CRMES So/t(are 'icense an) CRMES Maintenance an) S+pport Terms an) Con)itions# A.. ot>er )e.i?eraB.es an) ser?ices pro?i)e) By t>e C56SU'TA6T s>a.. Be s+B=ect t>e /o..o(ing e3c.+si?e (arranty# C56SU'TA6T (arrants t>at it (i.. per/orm a.. ser?ices in a pro/essiona. an) (or-man.i-e manner an) pro?i)e )e.i?eraB.es t>at con/orm in a.. materia. respects to t>e speci/ications set /ort> in t>e S51# To recei?e (arranty reme)iesC C56SU'TA6T m+st report any )e/iciencies to C56SU'TA6T in (riting (it>in t>irty G30H )ays /rom t>e )ate o/ Marc> :8C :008 882 C56SU'TA6T&s acceptance o/ t>e ser?ices or )e.i?eraB.es# Un.ess ot>er acceptance terms are speci/ie) in t>e AgreementC t>e ser?ices or )e.i?eraB.es s>a.. Be )eeme) accepte) 80 B+siness )ays a/ter )e.i?ery to t>e C56SU'TA6T# C56SU'TA6T&s e3c.+si?e reme)y an) C56SU'TA6T&s entire .iaBi.ity is to pro?i)e ser?ices to correct t>e )e/iciencies# / C56SU'TA6T is +naB.e to correct t>e )e/icienciesC C56SU'TA6T is entit.e) to reco?er t>e /ees pai) to C56SU'TA6T /or t>e )e/icient portion o/ t>e ser?ices or )e.i?eraB.e# C56SU'TA6T DSC'AMS A'' 5T<ER 1ARRA6TESC EXPRESS 5R MP'EDC 6C'UD6,C %UT 65T 'MTED T5C MP'ED 1ARRA6TES 5F MERC<A6TA%'T" A6D FT6ESS F5R PARTCU'AR PURP5SE# C56SU'TA6T ma-es no (arranties regar)ing any portion o/ any )e.i?eraB.e )e?e.ope) By C56SU'TA6T or By any t>ir) partyC inc.+)ing any t>ir) party so/t(areC >ar)(areC or ot>er t>ir) party pro)+cts pro?i)e) By C56SU'TA6T# 38# E3port Contro.sD 6eit>er party (i.. -no(ing.y e3port or re-e3port or ca+se to Be e3porte) or re-e3porte) any 1or- Pro)+ctC to any co+ntry /or (>ic> t>e U#S# go?ernment re@+ires an e3port .icense or ot>er go?ernment appro?a. (it>o+t /irst oBtaining t>e re@+ire) .icense or appro?a.# 3:# 1ai?erD 6o )e.ay or /ai.+re By a party in e3ercising any rig>tC po(er or pri?i.ege +n)er t>is Agreement or any ot>er instr+ments gi?en in connection (it> or p+rs+ant to t>is Agreement (i.. impair any s+c> rig>tC po(er or pri?i.ege or Be constr+e) as a (ai?er o/ or ac@+iescence in any )e/a+.t# 6o sing.e or partia. e3ercise o/ any rig>tC po(er or pri?i.ege (i.. prec.+)e t>e /+rt>er e3ercise o/ t>at rig>tC po(er or pri?i.ege or t>e e3ercise o/ any ot>er rig>tC po(er or pri?i.ege# 33# S+r?i?a.D A.. terms an) pro?isions o/ t>is Agreement t>at s>o+.) By t>eir nat+re s+r?i?e t>e termination o/ t>is Agreement s>a.. so s+r?i?e# 3$# Se?eraBi.ityD / any pro?ision o/ t>is Agreement is >e.) in?a.i)C ?oi)C or +nen/orceaB.e to any e3tentC t>at pro?ision (i.. Be en/orce) to t>e greatest e3tent permitte) By .a( an) t>e remain)er o/ t>is Agreement an) app.ication o/ s+c> pro?ision to ot>er persons or circ+mstances (i.. not Be a//ecte)# Marc> :8C :008 884 References "I!ILAR CONTRACT"2RFP" PERFOR!ED: 'ist Be.o( contracts +n)er (>ic> t>e Proposer >as pro?i)e) simi.ar ser?ices )+ring t>e past t>ree G3H years# nc.+)e any contracts per/orme) in t>e state o/ Ca.i/ornia# Proposer&s /inancia. staBi.ityC tec>nica. an) s+pport capaBi.ities (i.. Be ?eri/ie) t>ro+g> re/erence c>ec-ingC (>ic> may inc.+)e site ?isits an) contact (it> ot>er c.ients or ?en)ors# FRM 6AMED ZZZZSanta C.ara Co+nty District AttorneyZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ ADDRESSDZZ40 1est <e))ing San *oseC CA# ;0880ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ P<56E 6UM%ERD G$08H 4;:-:2:0 C56TACT PERS56D Z*o>n Sca?ioZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ DATE 5F C56TRACTD ZZ8;;8ZZZZZZZZZZZZZZZZZZt>ro+g> ZZrec+rringZZZZZZZZZZZZZZZZ FRM 6AMED ZZZSo.ano Co+nty District AttorneyZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ ADDRESSD Z240 Te3as StreetC S+ite $000 Fair/ie.)C CA# ;$033ZZZZZZZZZZZZZZZZZZZZZZZZ P<56E 6UM%ERD Da?e Pa+.son C56TACT PERS56D G404H $:8-2800 DATE 5F C56TRACTD Z:000ZZZZZZZZZZZZZZZZZZZZZZZt>ro+g> Zrec+rringZZZZZZZZZZZZZZ FRM 6AMED ZZCoo- Co+nty State&s AttorneyZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ ADDRESSD ZZZ00 1# 1as>ington C>icagoC '# 2020:ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ P<56E 6UM%ERD G38:H 203-4:82 C56TACT PERS56D Do+g Mac'ean DATE 5F C56TRACTD Z:000ZZZZZZZZZZZZZZZZZZZZZZZZt>ro+g> rec+rringZZZZZZZZZZZ 6oteD 5+r CRMES so/t(are is insta..e) in se?era. ot>er Ca.i/ornia .ocations B+t t>e aBo?e re/erence) c.ients GSanta C.ara an) So.ano Co+ntiesH are t>e most simi.ar in terms o/ ser?ices# Marc> :8C :008 888 !))itional Services T>is section o/ o+r proposa. contains in/ormation )etai.ing ser?ices t>at can Be pro?i)e) By C%ER B+t are optiona. an) t>ere/ore not inc.+)e) in t>e cost proposa.# n most cases t>ey (o+.) re@+ire a))itiona. /+n)ing# Securit( #ssessent Ser+ices C%ER can a.so assist t>e San *oa@+in District Attorney an)For San *oa@+in Co+nty in assessing t>e o?era.. sec+rity o/ t>e siteC inc.+)ing po.icies an) in/rastr+ct+re# To ens+re en)-to- en) sec+rity o/ t>e systemC C%ER can pro?i)e sec+rity assessment an) testing ser?icesC inc.+)ing comp.iance testing an) penetration testingC /or a.. areas o/ t>e so.+tion inc.+)ing >ar)(are an) so/t(areC system con/ig+rationC )ataBase sec+rity an) managementC net(or- connecti?ityC nternet an) 1eB sec+rityC app.ication sec+rityC )isaster reco?eryFB+siness contin+ity p.anning an) sec+rity po.icy# C%ER&s !E! Sec+rity 5?ersig>t Ser?ices approac> +ti.iAes an o?era.. systems engineering met>o)o.ogy comBining a n+mBer o/ )ynamic ana.ysis an) e?a.+ation tec>ni@+esC se.ecti?e.y )ra(ing /rom t>e strengt>s o/ .ea)ing an) estaB.is>e) approac>es# T>is /oc+se) B.en) o/ estaB.is>e) /orma. met>o)o.ogiesC too.s an) proce)+res an) practica. e3perience enaB.es C%ER to assessC )esignC )e?e.op an) imp.ement e?en t>e most comp.e3 sec+rity strategies /or core app.ications# C%ER )e.i?ers sec+rity ser?ices t>ro+g> its ,.oBa. Sec+rity Practice# 1it> o?er 8$ years e3perience in in/ormation sec+rityC t>e Practice >as an o+tstan)ing >istory o/ >e.ping c+stomers assess t>eir sec+rity post+res an) gain comp.iance (it> go?ernment sec+rity reg+.ations an)For contract+a. sec+rity oB.igations# 'egis.ate) re@+irements inc.+)e t>e <ea.t> ns+rance PortaBi.ity an) Acco+ntaBi.ity Act G<PAAHC ,ramm-'eac>-%.i.ey G,'%HC SarBanes-53.eyC an) ot>er in)+stry-speci/ic /e)era.C stateC an)For .oca. man)ates# T>e C%ER ,.oBa. Sec+rity Practice >as acc+m+.ate) a (ea.t> o/ e3perience By pro?i)ing sec+rity ser?ices to a (i)e spectr+m o/ c+stomers# 1e app.y t>is )ept> an) Brea)t> o/ e3pertise to o+r c+stomer&s Bene/it# P+B.ic sector c+stomers s+c> as t>e States o/ Co.ora)o Ginc.+)ing t>e C5 State 'otteryHC 6ort> Caro.inaC o(aC 6e( *erseyC Misso+riC !irginiaC R>o)e s.an)C 1as>ington an) 7ansasC t>e Department o/ De/enseC t>e Fe)era. A?iation A)ministrationC t>e Fe)era. %+rea+ o/ n?estigationC t>e 6ationa. Science Fo+n)ationC 6ASAC t>e Department o/ Treas+ryC Marin Co+ntyC an) t>e San Francisco Department o/ P+B.ic <ea.t> >a?e a.. t+rne) to C%ER /or in/ormation sec+rity re.ate) ser?ices# Simi.ar.yC C%ER >as s+pporte) .ea)ing pri?ate sector companies s+c> asD %an- o/ AmericaC Citigro+pC CitiAens %an-C For) Motor CompanyC American E3pressC First Data CorporationC Rayt>eonC an) 'oc->ee) Martin in )e/iningC ac>ie?ingC an) maintaining t>e sec+rity o/ t>eir mission-critica. systems an) app.ications# C%ER&s ,.oBa. Sec+rity Practice /oc+ses on one t>ing an) one t>ing on.y - in/ormation sec+rity# T>e Practice )esigns an) )ep.oys mat+re an) compre>ensi?e in/ormation sec+rity so.+tions t>at Marc> :8C :008 88; protect essentia. )ata an) systems /or g.oBa. enterprises t>at operate in >ig> e3pos+re en?ironments# 5+r sec+rity so.+tions ins+.ate an) enaB.e comm+nications ?ita. to nationa. sec+rityC >ig>-?a.+e scienti/ic researc> sate..itesC commercia. air tra//ic contro.C an) near.y W: tri..ion in time-sensiti?eC >ig>-?o.+me e.ectronic /+n)s transactions# 5+r entire ,.oBa. Sec+rity Practice tec>nica. an) cons+.ting sta// is /oc+se) e3c.+si?e.y on pro?i)ing in/ormation sec+rity ser?ices# T>e /o..o(ing )iagram )epicts a process t>at C%ER may ta-e in an engagement )epen)ing on t>e scope an) pro=ect re@+irements# T>e price an) cost o/ t>is ser?ice )epen)s on t>e scope o/ t>e pro=ect an) re@+irements# C%ER can pro?i)e t>is price i/ San *oa@+in Co+nty (is>es to engage in t>is ser?ice# Marc> :8C :008 8:0