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Resolution No. 93521 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 WE RESOLUTION NO. 9352 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON APPROVING AND AUTHORIZING THE EXECUTION OF A CONTRACT FOR SOFTWARE DEVELOPMENT BY AND BETWEEN THE CITY OF VERNON AND ANGEL CITY DATA, LLC FOR DATABASE TRACKING SYSTEM FOR THE FIRE DEPARTMENT WHEREAS, the Fire Department desires the services of a vendor to assist in the development and implementation of a customized database tracking system that will consolidate its data that is currently in various FileMaker software programs into one comprehensive FileMaker program to increase productivity and efficiency by eliminating separate data entry and maintenance of 11information and increase reporting capabilities (the "Database Tracking System"); and WHEREAS, the Fire Department has determined that Angel City Data, LLC ("Angel City") is an expert in the development and implementation of FileMaker data systems; and WHEREAS, the City and Angel City desire to enter into a software development contract setting forth the terms and conditions of the services to be performed for the creation, installation, testing, training and conversion of the new Database Tracking System; and WHEREAS, Angel City is proposing that the Database Tracking System be built in three phases with the first phase being the building of the FileMaker Pro foundation, the second phase being the automation of the system and the third phase taking the system to the web; and WHEREAS, the City Council of the City of Vernon has determined that, pursuant to the provisions of subsection (a) of Section 2.27 of the Vernon City Code, it is in the public interest and 1 necessity to enter into a contract with Angel City for the purchase of 2 the Database Tracking System to enhance services provided to the Vernon 3 community. 4 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE 5 CITY OF VERNON AS FOLLOWS: 6 SECTION 1: The City Council of the City of Vernon hereby 7 finds and determines that the recitals contained hereinabove are true 8 and correct. 9 SECTION 3: The City Council of the City of Vernon hereby 10 approves the Contract for Software Development with Angel City, in 11 substantially the same form as the copy which is attached hereto as 12 Exhibit A and incorporated by reference. 13 SECTION 4: The City Council of the City of Vernon hereby 14 authorizes the Mayor or Mayor Pro-Tem to execute the Contract with 15 Angel City for, and on behalf of, the City of Vernon and the City 16 Clerk is hereby authorized to attest thereto. 17 SECTION 5: The City Council of the City of Vernon hereby 18 directs the City Clerk, or her designee, to give one fully executed 19 Contract to: 20 Angel City Data, LLC Attn. David Knight 21 150 E. Olive Avenue, Suite 213 22 Burbank, CA 91502 23 SECTION 6: The City Council of the City of Vernon hereby 24 authorizes the City Administrator, or his designee, to make whatever 25 nonsubstantive, administrative and/or text changes, upon advice of 26 counsel, to the Contract. 27 28 2 _ 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 SECTION 7: The City Clerk of the City of Vernon shall certify to the passage of this resolution, and thereupon and thereafter the same shall be in full force and effect. APPROVED AND ADOPTED this 25th day of June, 2007. AT EST: M NUELA GIR ity Clerk �— Leonis C. Name: Malburg Title: Mayor /, - 3 - 1 STATE OF CALIFORNIA ) ss 2 COUNTY OF LOS ANGELES ) 3 4 I, MANUELA GIRON, City Clerk of the City of Vernon, do hereby 5 certify that the foregoing Resolution, being Resolution No. 9352, was 6 duly adopted by the City Council of the City of Vernon at a special 7 meeting of the City Council duly held on Monday, June 25, 2007, and 8 thereafter was duly signed by the Mayor or Mayor Pro-Tem of the City of! 9 Vernon. 10 11 MANUELA IR N, City Clerk 12 13 (SEAL) 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 4 - EXHIBIT 0 CONTRACT FOR SOFTWARE DEVELOPMENT This is a contract to develop database and/or web software between Angel City Data, LLC (vendor) and Vernon Fire Dept (client). Project Scope The attached document, Project Estimate VFDO02-5 (estimate) establishes the functional and structural requirements for designing and building a FileMaker Pro database system (the system) for managing many facets of client's operation. For a full list of all functions comprised by this system, please refer to the aforementioned estimate. Justification The system will provide the tools necessary for increasing productivity, minimizing redundant data entry, and presenting data and reporting capabilities that previously required manual assembly. The system will provide management with tools for verifying accountability and follow through of various staff members. The system will feature several automated routines that previously required manual execution. The system design will also provide extensive scalability, allowing the system to grow considerably without special handling or additional programming. The new system will potentially provide a much higher level of security than current systems and will provide opportunities for future integration with other client systems. Exclusions from Functionality It is understood that no printed documentation will accompany the system. Please note that this can be arranged separately at anytime, subject to hourly charges. Please also note that many verbally discussed or previously documented items will not be included in this initial phase of development but may be added at a later time. Migration of existing data is also excluded from this initial phase but can be done by VFD staff or through vendor (additional charges apply). Security The system will provide specific levels of security as detailed in the estimate. System Platform The system will be designed primarily for both Windows XP, Vista and Mac OS X Operating system use. The FileMaker Pro system will work across the client's existing network. Client will provide an approved environment (computers and network) for running FileMaker Pro software over. Vendor will make recommendations to the client to achieve the above environment. Please note that system will utilize FileMaker Pro version 8.5 and therefore requires that all computers be running compatible operating systems. The Estimate Vendor represents that all requirements stated in the Project Estimate are those that the Client has deemed necessary and complete. Vendor is confident that the estimates provided herein are sound. Therefore, the total estimated amount of 385 hours of work shall not be exceeded without prior written justification and subsequent consent by an authorized representative of the Client. Omissions It is the Client's responsibility to ensure that all requirements are properly documented and accounted for in the Project Estimate. Any errors in or omissions from the signed Project Estimate and Contract are the sole responsibility of the client once the project has begun. Vendor will schedule review calls or meetings with primary client contacts to update progress of project and approvals for necessary processes to move forward. Payment Schedule 30% of the estimated project cost is due and payable upon execution of this agreement and must be received before the project can begin. An additional 50% of the total will be due at the project midpoint. Remaining 20% will be due upon successful delivery and acceptance by client. Any items subject to actual billing ("rough estimate" or "to be determined" or third party software items) will be billed as they occur during normal billing cycles (1st and 15th of each month). Changes to scope of work u%i`' Client requested changes to the scope of work set forth in the Project Estimate will be handled by4hange orders and are subject to additional charges at $150/hr rate. Each change order will be estimated and approved by client signature prior to being implemented. Client Acceptance Upon installation of the completed work, it is the responsibility of the Client to verify that the work accurately represents what is stated in the Project Estimate and other related documents. Client will be asked to sign a Document of Delivery upon acceptance of the work product. Should there be any issues or discrepancies, the Client must present them in writing to vendor within 30 business days. Vendor agrees to resolve any issues in a timely manner. Client approval of all completed requirements constitutes compliance by Vendor, entitles Vendor to any remaining compensation and removes Vendor from any liability for specifications not listed in any supporting project documentation. Please note that upon system installation and final payment, vendor will provide client with master password to software, and full ownership of the software will be transferred to client to do with it as they see fit. Client will be under no obligation to vendor from that day forward. Technical Support Vendor will provide 90 days free technical support on all systems developed or purchased under this contract. Vendor warrants that the system will function properly and according to specifications stated in the Project Estimate and related documents for a period of 90 days upon completion date of the project so long as the database structure, layouts & scripts remain untouched by the Client's employees or agents (anyone other than Vendor personnel). Any system problems that occur as a result of faulty hardware, 3rd party software conflicts or any deviations from the conditions specified are not covered under this warranty. Example of Work Vendor reserves the right to include the system/database developed for Client in its portfolio as an example of work to potential clients and/or professional trade organizations. Vendor will obtai cli nt a;RIT rA-1 approval of system and database documentation used prior to presenting. Vendor understands the sensitivity of client information and therefore promises to use only sample (mock) data in the portfolio. Limits of Liability Except in the event of gross negligence on the part of the vendor, the vendor shall not be liable towards the Client for any fault or any direct or indirect damage resulting there from, and the Client shall indemnify the Vendor and hold it harmless from and against all claims, including all claims under a warranty, in any of the following cases: -Modifications made to the System or its components by a person other than the Vendor or a person reporting to the Vendor; -Hardware or software modifications or additions made to the computer equipment which affect the proper operation of the System or its components; -The introduction of a computer virus into the computer equipment which affects the proper operation of the System or its components; -The migration of the System and its components to a different hardware or software environment; -The loss of business opportunities or income relating to the operation or failure to operate of the System. or its components; and -Unlawful or unauthorized third party hacking into the computer equipment. UNLESS OTHERWISE PROVIDED FOR IN THIS AGREEMENT, UNDER NO CIRCUMSTANCES WILL THE VENDOR (INCLUDING, IF APPLICABLE, ITS SUBSIDIARIES AND PARENT COMPANY, AND ITS SHAREHOLDERS, DIRECTORS, OFFICERS, EXECUTIVES, EMPLOYEES, ASSOCIATES AND VENDORS) BE HELD LIABLE TOWARDS THE CLIENT OR ANY THIRD PARTY FOR ANY INDIRECT, CONSEQUENTIAL, SPECIAL, PUNITIVE OR EXEMPLARY DAMAGES, INCLUDING, WITHOUT LIMITATION, ANY LOSS OF PROFITS OR OTHER ECONOMIC LOSS (RESULTING FROM A CONTRACTUAL OR EXTRA -CONTRACTUAL FAULT OR FROM NEGLIGENCE), EVEN IF THE VENDOR HAS BEEN NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. CERTAIN JURISDICTIONS PROHIBIT THE EXCLUSION OR LIMITATION OF LIABILITY FOR INDIRECT OR CONSEQUENTIAL DAMAGES, AND IT IS POSSIBLE THAT ONE OR MORE OF THE AFOREMENTIONED EXCLUSIONS OR LIMITATIONS WILL NOT APPLY. IT IS ALSO POSSIBLE THAT THE CLIENT MAY HAVE OTHER RIGHTS, WHICH RIGHTS MAY VARY FROM ONE PLACE TO ANOTHER. UNDER NO CIRCUMSTANCES WILL THE VENDOR'S TOTAL LIABILITY TOWARDS THE CLIENT EXCEED THE VALUE OF THE SERVICES RENDERED TO THE CLIENT AND PAID FOR BY IT. THE CLIENT EXPRESSLY RELEASES THE VENDOR FROM ANY LIABILITY EXCEEDING THE SAID LIMIT. Duration The terms and pricing of this Requirements Specification and Project Estimate are deemed time -sensitive and must be executed within 60 days (until 6/3/2007). If this contract is not executed prior to or on this date, this contract and all the terms within are null and void and related pricing and terms are subject to change. Project Estimate Project Estimate VFD002-5 & above contract: Agreed to by Vendor: Agreed to by Client: Sign & Date David A. Knight President Angel City Data LLC Sign & Date Name Printed Title SUPPORTING DOCUMENTS CONTRACT FOR SOFTWARE DEVELOPMENT This is a contract to develop database and/or web software between Angel City Data, LLC (vendor) and Vernon Fire Dept (client). Project Scope The attached document, Project Estimate VFDO02-5 (estimate) establishes the functional and structural requirements for designing and building a FileMaker Pro database system (the system) for managing many facets of client's operation. For a full list of all functions comprised by this system, please refer to the aforementioned estimate. Justification The system will provide the tools necessary for increasing productivity, minimizing redundant data entry, and presenting data and reporting capabilities that previously required manual assembly. The system will provide management with tools for verifying accountability and follow through of various staff members. The system will feature several automated routines that previously required manual execution. The system design will also provide extensive scalability, allowing the system to grow considerably without special handling or additional programming. The new system will potentially provide a much higher level of security than current systems and will provide opportunities for future integration with other client systems. Exclusions from Functionality It is understood that no printed documentation will accompany the system. Please note that this can be arranged separately at anytime, subject to hourly charges. Please also note that many verbally discussed or previously documented items will not be included in this initial phase of development but may be added at a later time. Migration of existing data is also excluded from this initial phase but can be done by VFD staff or through vendor (additional charges apply). Security The system will provide specific levels of security as detailed in the estimate. System Platform The system will be designed primarily for both Windows XP, Vista and Mac OS X Operating system use. The FileMaker Pro system will work across the client's existing network. Client will provide an approved environment (computers and network) for running FileMaker Pro software over. Vendor will make recommendations to the client to achieve the above environment. Please note that system will utilize FileMaker Pro version 8.5 and therefore requires that all computers be running compatible operating systems. The Estimate Vendor represents that all requirements stated in the Project Estimate are those that the Client has deemed necessary and complete. Vendor is confident that the estimates provided herein are sound. Therefore, the total estimated amount of 385 hours of work shall not be exceeded without prior written justification and subsequent written consent by an authorized representative of the Client. Omissions It is the Client's responsibility to ensure that all requirements are properly documented and accounted for in the Project Estimate. Any errors in or omissions from the signed Project Estimate and Contract are the sole responsibility of the client once the project has begun. Vendor will schedule review calls or meetings with primary client contacts to update progress of project and approvals for necessary processes to move forward. Payment Schedule 30% of the estimated project cost is due and payable upon execution of this agreement and must be received before the project can begin. An additional 50% of the total will be due at the project midpoint. Remaining 20% will be due upon successful delivery and acceptance by client. Any items subject to actual billing ("rough estimate" or "to be determined" or third party software items) will be billed as they occur during normal billing cycles (1st and 15t" of each month). Changes to scope of work Client requested changes to the scope of work set forth in the Project Estimate will be handled by written change orders and are subject to additional charges at $150/hr rate. Each change order will be estimated and approved by client signature prior to being implemented. Client Acceptance Upon installation of the completed work, it is the responsibility of the Client to verify that the work accurately represents what is stated in the Project Estimate and other related documents. Client will be asked to sign a Document of Delivery upon acceptance of the work product. Should there be any issues or discrepancies, the Client must present them in writing to vendor within 30 business days. Vendor agrees to resolve any issues in a timely manner. Client approval of all completed requirements constitutes compliance by Vendor, entitles Vendor to any remaining compensation and removes Vendor from any liability for specifications not listed in any supporting project documentation. Please note that upon system installation and final payment, vendor will provide client with master password to software, and full ownership of the software will be transferred to client to do with it as they see fit. Client will be under no obligation to vendor from that day forward. Technical Support Vendor will provide 90 days free technical support on all systems developed or purchased under this contract. Vendor warrants that the system will function properly and according to specifications stated in the Project Estimate and related documents for a period of 90 days upon completion date of the project so long as the database structure, layouts & scripts remain untouched by the Client's employees or agents (anyone other than Vendor personnel). Any system problems that occur as a result of faulty hardware, 3rd party software conflicts or any deviations from the conditions specified are not covered under this warranty. Example of Work Vendor reserves the right to include the system/database developed for Client in its portfolio as an example of work to potential clients and/or professional trade organizations. Vendor will obtain written client approval of system and database documentation used prior to presenting. Vendor understands the sensitivity of client information and therefore promises to use only sample (mock) data in the portfolio. �L Limits of Liability Except in the event of gross negligence on the part of the vendor, the vendor shall not be liable towards the Client for any fault or any direct or indirect damage resulting there from, and the Client shall indemnify the Vendor and hold it harmless from and against all claims, including all claims under a warranty, in any of the following cases: -Modifications made to the System or its components by a person other than the Vendor or a person reporting to the Vendor; -Hardware or software modifications or additions made to the computer equipment which affect the proper operation of the System or its components; -The introduction of a computer virus into the computer equipment which affects the proper operation of the System or its components; -The migration of the System and its components to a different hardware or software environment; -The loss of business opportunities or income relating to the operation or failure to operate of the System or its components; and -Unlawful or unauthorized third party hacking into the computer equipment. UNLESS OTHERWISE PROVIDED FOR IN THIS AGREEMENT, UNDER NO CIRCUMSTANCES WILL THE VENDOR (INCLUDING, IF APPLICABLE, ITS SUBSIDIARIES AND PARENT COMPANY, AND ITS SHAREHOLDERS, DIRECTORS, OFFICERS, EXECUTIVES, EMPLOYEES, ASSOCIATES AND VENDORS) BE HELD LIABLE TOWARDS THE CLIENT OR ANY THIRD PARTY FOR ANY INDIRECT, CONSEQUENTIAL, SPECIAL, PUNITIVE OR EXEMPLARY DAMAGES, INCLUDING, WITHOUT LIMITATION, ANY LOSS OF PROFITS OR OTHER ECONOMIC LOSS (RESULTING FROM A CONTRACTUAL OR EXTRA -CONTRACTUAL FAULT OR FROM NEGLIGENCE), EVEN IF THE VENDOR HAS BEEN NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. CERTAIN JURISDICTIONS PROHIBIT THE EXCLUSION OR LIMITATION OF LIABILITY FOR INDIRECT OR CONSEQUENTIAL DAMAGES, AND IT IS POSSIBLE THAT ONE OR MORE OF THE AFOREMENTIONED EXCLUSIONS OR LIMITATIONS WILL NOT APPLY. IT IS ALSO POSSIBLE THAT THE CLIENT MAY HAVE OTHER RIGHTS, WHICH RIGHTS MAY VARY FROM ONE PLACE TO ANOTHER. UNDER NO CIRCUMSTANCES WILL THE VENDOR'S TOTAL LIABILITY TOWARDS THE CLIENT EXCEED THE VALUE OF THE SERVICES RENDERED TO THE CLIENT AND PAID FOR BY IT. THE CLIENT EXPRESSLY RELEASES THE VENDOR FROM ANY LIABILITY EXCEEDING THE SAID LIMIT. Duration The terms and pricing of this Requirements Specification and Project Estimate are deemed time -sensitive and must be executed within 60 days (until 6/3/2007). If this contract is not executed prior to or on this date, this contract and all the terms within are null and void and related pricing and terms are subject to change. Project Estimate Project Estimate VFDO02-5 & above contract: Agreed to by Vendor: gLL62 _aw -1 1 - , V Sign & Date David A. Knight President Angel City Data LLC Agreed to by Client: (SEE ATTACHED SIGNATURE PAGE) CITY OF VERNON By: Leonis C. Malburg Name: Title: Mayor / n Date: t71i?/,Q l A EST: r ` M UELA GIR , City Clerk APPROVED ASATO FORM: JEJ41P,j. HA\41ISON, City Attorney Angel City Data 150 E. Olive Ave, Suite 213 Burbank, CA 91502 (818) 238-0172 • 4 + 100 Overview This Database System is being designed to significantly improve the tracking of: Fire Personnel Contact Information Staff Qualifications/Certifications Staff Training Shift Scheduling PTO Management Overtime Shift Trades Reporting Vernon Fire Dept. Database Tracking System VFDO02-5 System should improve data and information access, establish consistent procedures, automate many repetitive tasks, eliminate a number of paper -based processes and provide powerful reports that currently must be hand assembled. Phase 1 Summary (This Phase): Simple scheduling needs, training/qualifications tracking and extensive PTO tracking/automation. Phase 2 Summary (future) to include extensive scheduling enhancements, constant staffing capabilities and additional automation. Phase 3 Summary (future) to include web access to all staff. System to be designed for 1024 x 768 screen resolution for Mac OS X and Windows XP computers. System is designed to run on EileMaker Pro 8.5 or higher and HeMaker Server 8 or higher ONLY. These need to be purchased by customer. Remote access to system is possible with this system, but may require network configuration assistance. Contact Angel City Data and we can help advise you on the software needed and where it can be purchased. Element Description_...._. Est Hours/Price _...... _ .... ...... _.__ Mandatory Analysis Requirement Estimated Cost (0 hrs): 110 Main Module Users will be provided with a main module that will contain all navigation for the system, plus a preferences area for storing organization address, logo, popup list values, and other administrative settings. RankingElement Description Est Hours'Pr. c _ _... .. _ _ .... _.._.......... ....... _.... _.._.... .... _...._.. Mandatory Screens Main navigation screen with buttons 8,Q0 hrs 00 hrs 8 Mandatory Functional System prefs and admin. screens with settings and value list administration Requirement Estimated Cost (16 hrs): $2,400.00 120 Printout Menu The system will have a small "Printouts and Reports" popup window for users to select and run desired printouts. This area will act as the starting point for most print and report wizards. System will easily accommodate future report buttons with no screen redesign required. System will also feature an output wizard, allowing users to choose print, pdf or Excel output for most reports. Ranking Element Description Est Hours, -Price Mandatory Screens Printouts and Reports menu 4,00 hrs Optional Functional Output wizard. Ability to print, pdf, or export the current report. 4,00 hrs .............. Requirement Estimated Cost (8 hrs); $1,200.00 Ranking Key: Page 1 Mandatory (Item needed to Will requirement), optional = client option, Future = (Possible future item -does not affect the estimate total) �% b2 2v^0� Angel City Data 150 E. Olive Ave, Suite 213 Burbank, CA 91502 (818) 238-0172 Preliminary Project Estimate Vernon Fire Dept. Database Tracking System VFD002-5 130 System Security The levels of security have not been fully determined yet, however we feel it likely to have 3 privilege set levels initially: Developer: Can modify system programming Administrator: Can see/edit any data, can also modify system -wide settings like popup lists and company logo (Chiefs) User: Can view most data (Firefighters) and edit some data VFD admin staff will be responsible for creating the t 75 accounts and passwords used by the staff for accessing the system. ACID to instruct staff on how this process is done. Ranking Element Description ___ _ _ _.... Est Hours;'Price _.. __. 00 Mandatory Security Basic System Security 12' hrs Requirement Estimated Cost (12 hrs): $1,800.00 140 Date & Time Tracking All records in the database will have system entered fields for additional tracking: Creation date Date record was created Creation time Time record was created Creator name Who created the record Modification date Date record was modified Modification time Time record was modified Modifier name Who created the record Ranking __.. Element _... Description .... Est HaursiFrice _..._ Mandatory Fields Tracking fields to all tables 200 hrs, Requirement Estimated Cost (2 hrs): $300.00 150 Location & Apparatus Tracking System will have an invisible "Location" record for each station and city hall. Each location will also link to default apparatus assigned to it (i.e. Truck, Engines, etc.). These will be used in future functionality and also for generating popup lists and header apparatus records for the daily schedule screen. Ranking .Element ......... . Description Est Hours/Price . ........ __.. _. Mandatory Table Location & Apparatus Tables & Data entry screen 5.00 hrs Requirement Estimated Cost (5 hrs): $750.00 160 Automation Module This module will automatically perform tasks at specific times that were formerly done manually, such as auto -assignment of PTO at regular intervals. This will result in far fewer admin hours spent on reoccurring tasks. The specific tasks are listed elsewhere in this doc but require this control module to be in place in order for admin users to activate and adjust the various scheduled tasks. The automation module will require: -An unused computer or "Robot" running FileMaker Pro. VFD to acquire this ... not included in this spec. -Third-party plug-in software. Approx. cost is $150. ACD to acquire this software for VFD. -An automation control screen that manages all scheduled items in the que. Ranking Element Description Est Hours/price Mandatory $150.00 Screens Automation module and control screen 0 n rs Mandatory Other Software Automation plug in Requirement Estimated Cost (8 hrs): $1,350.00 page 5; i2`2047 Angel City Data 150 E. Olive Ave, Suite 213 Burbank, CA 91502 (818) 238-0172 Vernon Fire Dept. Database Tracking System VFW02-5 170 Staff Module System will have a module for tracking all dept. staff. Module will feature a list and data entry screen for staff. Every staff record will have the following fields: Status First name Last name Employee ID Spouse name Children names Address City State Zip Phone Cell Fax Email Rank Station Platoon DOB DOH Date Of Appt Years Seniority In Class Promotion Seniority Compliment # Notes FM Account Popup list. [Active, Inactive, Retired, Deceased, etc.] 2 lines for street Popup list. [Fire Chief, Assistant Chief, Battalion Chief, Captain, Admin. Captain, Engineer, Firefighter] Popup list [Station 1-4, City Hall] indicates default location Popup list [A, B, C, Admin] Date of Birth. Date Field w/ Calendar picker. Date of Hire. Date Feld w/ Calendar picker Date promoted to current rank. Used for breaking seniority ties. Calculation. Years and Months since DOH. Popup list [1-13]. Indicates position in graduating class. Used for breaking seniority ties. Indicates how person did on last promotion test. Used for breaking seniority ties Set by system when "Seniority by Compliment' Report is run. (report not included in this phase) Hidden. Used by system for login A number of other fields will also be needed that the system will generate like full name (Brad Miller), and last/fi (Miller, B). All users will be able to update address and phone information. Rankine _ Element Description _ ..-_._ ._._ Est .., _ HOUfS/PrIE£ Mandatory Table staff tracking table & fields w/ popup lists 18.00 nrs 4 Mandatory Screens Main data entry screen w/ navigation buttons .00 nr Mandatory Screens List view with column header sort buttons 4 Q0 nrs Requirement Estimated Cost (24 hrs): $3,600.00 180 Staff Search Console System will feature a search console that helps quickly find lists of staff by name, rank, platoon, acting rank, station, etc. This will make it easy to locate a single contact or group of contacts. This feature will also let management assemble groups for specific tasks (add training to all Engineers, schedule meeting with All BC s, etc.). See elsewhere in this document for other references to this Search Console, Rankine Element Descrip tion Est Hours/Price __ _ Mandatory Functional Search Console. 5.00 nrs [Dev note: Needs to default with "active" staff selected.] [Dev Note: Options: spawn hybrid or list view (maintain found sets. Have variable button at bottom that displays "Schedule..", "Adjust PTO...", "Add Training..." or "Done" depending on which screen they came from.] Requirement Estimated Cost (8 hrs): $1,200.00 Page 3 512/20fj7 Angel City Data 150 E. Olive Ave, Suite 213 Burbank, CA 91502 (818) 23"172 Preliminary Project Estimate Vernon Fire Dept. Database Tracking System VFD002-5 190 System Emails Button on staff detail screen that allows user to quickly create an email for the current person. Note HeMaker is compatible with Mac OS X Mail, Microsoft Entourage or Microsoft Outlook to send email. Future: Could optionally have an email routine that let's you send one email to a specific set of staff allowing users to easily retrieve all staff in a list (all captains) and then send one email. Ranking Element Description __ Est Hour5,Pr'ice Mandatory Functional Email current contact _ 1'00 �r Requirement Estimated Cost (1 hrs): $150.00 200 Personnel Reports & Routines System will initially come witho any contact -related reports (personnel lists, org reports, seniority by compliment, recall report, etc.). These will be added as needed by staff or Angel City Data (additional cost). Ranking Element Description .... .. Est Hours/Price Optional Printouts No reports selected _. _ 0•00 IT Requirement Estimated Cost (0 hrs): TotalStaffing -r f • 1 II Page 4 5 1 111, 200" Angel City Data 150 E. Olive Ave, Suite 213 Burbank, CA 91502 (818) 238-0172 Vernon Fire Dept. Database Tracking System VFDO02-5 e 210 Qualification &Training Module Current system has simple checkboxes for a few qualifications but has limitations: 1) Cant easily add new qualifications. 2) Can't easily report on expirations. 3) Cant effectively track training 4) Doesn't track acting rank (needed for scheduling requirements). New system can provide the ability to log unlimited qualifications/certifications/training for each user. Fields to include: Entry Date Auto -entered. Creation date of entry. Type Popup list [Qualification, Certification, CDL, Medical, Acting Rank, Training] Description Popup list [Class B, Medical, USAR, Captain, Engineer, Haz Mat, Computers, PIO, etc.] Number Any number or other related info Expiration Date. Applies to above with renewal dates. By using the above fields, we can store multiple designations for each person. For Example: Paul Johnson Type Description Number Expiration Date CDL Class B C2705446 9/5/2009 Medical 8/5/2007 Certification Haz Mat Certification USAR Acting Rank Captain Training Hose Hanging 5/15/2007 System will include a wizard that allows management to add a single entry (Training Class) across a group of staff using the "Search Console" listed earlier. This will takes seconds to do and will save the time of manually updating each personnel record. System will include a Qualification Report. Can be run for for any group of contacts (using Search Console). Can be run for one qualification type or all. Can also be filtered by Rank. Filters will allow this report to be used for amny purposes: a) Show all qualifications for the current staff person. b) Show all personnel with USAR certification. c) Show all engineers with Haz Mat certification. These are just a few examples. Also includes Expiration Date Report. Allows management to specify a range of dates and a certificate type. Report will display or print all personnel whose qualifications expire in that time period. This report can provide examples: a) All certifications that are expiring next month. b) All staff that's had Hose Hanging training in the last year. These are just a few examples. System will use "Robot" automation to automatically send monthly emails to staff with expiring certification or training, insuring expirations arena overlooked. Ranking Element Description _. .. Est Hours/Price Mandatory Table Qualifications table & fields with pulldown lists. Fitter qualifications by type (Certification, Acting Rank, 6.00 hrs Training, etc.). Will also need an abbreviation feature that changes lists of certifications and ranks into small comma -separated strings for scheduling lists (i.e. Haz Mat, USAR) Mandatory Screens Qualifications detail screen for data entry 4.00 hrs Mandatory Functional Acting Rank Tracking. Needed to filter staff schedules and OT by acting rank. 4.00 hrs [Dev Note. The acting rank info will also need to be indexed in the staff table for scheduling purposes.] Optional Functional Icons for Haz Mat, USAR, etc. Used to indicate Haz Mat qualification on schedule reports, etc. ZOO hrs Optional Functional Wizard that adds a new entry (training) to a group of staff. 4.00 hrs Optional Report Qualification Report 8,00 hrs Optional Report Expiration Date Report 4.00 hrs Optional Functional Expiration Email Automation. Runs automatically each month alerting staff of expiring certifications. 6,00 hrs Requirement Estimated Cost (38 hrs): $5,700.00 OPINION Page S 5i 12i 2007 Angel City Data 150 E. Olive Ave, Suite 213 Burbank, CA 91502 (818) 238-0172 Vernon Fire Dept. Database Tracking System VFW02-5 f 220 PTO Module System will track all Personal Time Off (PTO) accounts for each staff member. Table will be constructed so that each "Account" has its own record and provides conversions that can be expressed in either days or hours. For example: Staff Member: BC Andy Guth Ac out a s Hrs Vacation 4 96 Sick 5 120 In Lieu .5 12 Comp .5 12 Totals 10 240 Accounts with totals will be visible from each staff person's screen. Clicking on an account will show account detail screen that displays a scrolling list of credits/debits linked to that account. Staff can use filters to view credits, debits or "all" transactions. Can also filter by start date and end date. This screen will also allow management to manually make adjustments to the account balance or add new account types. System will also provide a PTO wizard that will make it easy for management to manually add PTO to a group of staff. For instance management could use the "Staff Search Console" to gather all Battalion Chiefs and then use the PTO Wizard to add 2 hrs of comp time to each BC. PTO Report will also be included with filtering by dates and type (credit/debit/all), which will allow Luz or management to see things like S/Os, vacation credits after January 1st, etc. Ranking. Element Mandatory Table Mandatory Screens Optional Screens Mandatory Table Mandatory Screens Mandatory Functional Optional Functional Optional Report ............................................... _._. Description Est Houm/Piice . . Accounts table and fields 800 hrs [Dev Note: Need flag field to indicate "shift" vs "adjustment" record.] Account detail screen Personnel account list with totals (visible on staff screen) Credits/Debits table. [Dev note: Account transactions (credits/debits) will all be records in another table. Note that a single shift off can have 1 or more accounts related to it. Need flag field to indicate "shift" vs "adjustment" record.] Credits/Debits screen Functionality to auto -update account totals when new PTO is added or subtracted. PTO Wizard for adding to a group of contacts. (Comp, In Lieu) PTO Report. Used to see credits/debits for staff accounts. _.... _.... Requirement Estimated Cost (39 hrs): 4.00 hrs 2.00 hrs 6.00 hrs 4.00 hrs 6.00 hrs 4,iO hrs 5.00 hrs $5,850.00 Page 6 Angel city Data 150 E. Olive Ave, Suite 213 Burbank, CA 91502 (818) 238-0172 Preliminary Project Estimate Vernon Fire Dept. Database Tracking System VFDO02-5 230 PTO Automation System will also be programmed to use the "Automation Module" to perform the the following PTO tasks: 1) Add 13.85 hours added to all staff vacation accounts at Midnight every second Thursday. 2) Add X hours to all staff "sick' accounts at Midnight every second Thursday. 3) Eliminate any "In Lieu" balances every July ist. 4) Adjust "Sick' balances over 672 hours to this number every January 1st. 5) Adjust "Vacation" balances every January 1st as follows: (<10 yrs seniority) Vacation time over 312 hrs adjusted to this number (10-25 yrs seniority) Vacation time over 360 hrs adjusted to this number (>=25 yrs seniority) Vacation time over 384 hrs adjusted to this number Ail adjustments will generate an adjustment entry making it easy to audit or report these changes using the PTO Report. Ranking, Element Descri ion Est Hours; prke Optional Automation Automation programming to auto -add vacation and sick time. 5•00 hrs Optional Automation Automation to auto -adjust vacation and sick times to maximum amounts. 8.00 hrs Optional Automation Automation to auto -remove "In Lieu" account balances 200 hrs Requirement Estimated Cost (16 hrs): $2,400.00 PTO Total Estimated Cost: $8,250.00 Page 7 5112i2007 Angel City Data 150 E. Olive Ave, Suite 213 Burbank, CA 91502 (818) 238-0172 240 Schedule Module Personnel screen will feature a panel showing list of shifts. User can filter shift list by: Person Popup list [Me, Everyone] Type Popup list [on, off, shift off] Date Start/End Used to select a range of dates to display Vernon Fire Dept. Database Tracking System VFDO02-5 Using the above a user can quickly view shifts (on or off) for the current contact or for everyone. Clicking on a shift in the list will take the user to the shift detail screen. The shift detail screen shows all info for a shift: Staff Displays staff member's name Date Date of shift Start Time Typically 7a. Could be different for split shifts or for non -shift personnel at city hall End Time Typically 7a. Could be different for split shifts or for non -shift personnel at city hall Status Radio Button [on/off] Reason Popup [Assigned, Trade, PTO, OT, Obligation] Station Assigned station. Uses defaults for person but can be changed Platoon Assigned platoon. Uses defaults for person but can be changed Apparatus Assigned apparatus. Uses defaults for person but can be changed Rank Default rank. Can be changed when staff is in an active rank Notes Brief notes Note personnel screen will also show "Last Obligation" and "Last 07 that will be derived from shifts of these types. System will need to have visual indications when: -Staff is scheduled "On" with OT selected -Staff is scheduled as "acting rank' different than their true rank -Staff is scheduled for "shift off" -Schedule is a "Trade" -Position is split between two partial shifts (i.e. 2 Engineers on Truck 1 splitting the shift). When admin users makes changes to a shift, system will give option of "Change just this shift or also include any subsequent shifts for this person?" This will make it easy to change the apparatus or station assignment for a person after a schedule has already been scheduled. Note shift off days must be done manually. Automation "Robot" will also have a nightly routine that will lock shift detail records after they have occurred. Locked records can only be changed by admin users. Ranking _Element Description Mandatory Table Staff Day Table & fields Mandatory Screens Shift detail screen Mandatory Screens Filtered shift views on contact screen with navigation, last obligation and last OT summaries Optional Functional Visual indications for OT, S/O, Splits, Acting Rank, Trades Optional Functional Ability to change all subsequent shifts for the current person. [Dev Note: May want to identify changes. "Really change all 20 future shifts with Paul Johnson from station 1 to station 2?" Optional Automation Robot to auto -lock shifts after they occur. Requirement Estimated Cast (29 hrs): Est Hours; Price 8.00 hrs 4.00 hrs 4,()0 hrs 4.00 hrs 7.00 hrs 2 00 hrs $4,350.00 Page 8 Angel City Data 150 E. Olive Ave, Suite 213 Burbank, CA 91502 (818) 238-0172 Preliminary Project Estimate Vernon Fire Dept. Database Tracking System VFDOO2-5 250 Shift Off System will have capability to handle shift off requests. The shift detail screen will have a "Shift Off" button where staff can elect to "shift off" for that day. Screen will present them with area to select one or more PTO accounts to use to "pay" for shift off (i.e. could use 12 hrs comp time and 12 hrs sick time to cover a single shift off.) System will verify that adequate PTO is used to pay. When executed, shift off will auto -debit associated PTO accounts and recalculate remaining totals. Users will not be able to change shift off records that have already passed. Ranking Element Description _ _ _ _ _ .. _ Est Hours/price Mandatory Functional Shift Off screen with list of accounts, payment mechanism and validation. 8DD hrs Requirement Estimated Cost (8 hrs); $1,200.00 260 Shift Trade System will have capability to handle shift trades. The shift detail screen will have a "Trade" button that takes staff to another screen where they can select another person from a list to trade with. List will only show staff with same rank that are marked as 'off". The selected "tradee" will be assigned "on" to the station/apparatus for that day. The original "trader" will be set to 'off" for that day. Both staff will be set to have their shift types changed to 'Trade" and visual indicators will show they're trades. Users will not be able to change trades that have already occurred. Ranking Element Description Est Hours Price Mandatory Screens Trade screen and selection list 6.00 hrs [Dev Note: Use hybrid form/list screen for trades] Mandatory Functional Linking both shifts and preserving original shift types. 4.00 hrs [Dev Note: will need to link trade records so that clearing one will clear the other. Might need to preserve original "type" so when undoing a trade the original type is reset. Provide an "Undo" button to reverse trade.] Might want to script all status and reason choices so trades and other processes can properly update (credits/debits ......_ i.e. PTO dits/debits delete, etc.)] - ... ......... ....._ .... _....__ . _ _ ........_ _._ _ ..... Requirement Estimated Cost (10 hrs): $1,500.00 270 Overtime Submission System will allow users to create overtime submission records for specific days. The shift detail screen will have a "Submit OT" button that changes an 'off/assigned" shift to an "off/OT" shift, making it a submission for OT. System will show a scrolling list of OT submissions that user can filter by date and rank. This will allow users to see who has already submitted OT entries for any date. List will always sort by as follows: 1st: Sort by rank, 2nd: Sort by lowest amount of OT for current year. 3rd: Sort by Acting Rank, The following list is an example where highest on list is most likely to get OT for an engineer slot and lowest on list is least likely. Rank Name 2007 OT Hrs Engineer B Miller 48 Engineer P Johnson 72 Firefighter (Acting Rank. Engineer) A Castro 24 Firefighter (Acting Rank: Engineer) T Shook 120 This scrolling list will exist in 2 places: 1) On the staff screen so staff can see/submit from there. 2) On the Daily Schedule Screen, so Captains/BC s can see who's available to cover a shift off. Ranking Element Description Est Hours.Trice Mandatory Screens Overtime submission button ZOO hrs Optional Screens Filtered list of OT submissions (staff screen) 3.00 hrs Optional Screens Filtered list of OT submissions (Daily schedule screen) 3.00 hrs Requirement Estimated Cost (8 hrs): $1,200.00 Page 9 5?12, 2CO7 Angel city Data 150 E. Olive Ave, Suite 213 Burbank, CA 91502 (818) 238-0172 Preliminary Project Estimate Vernon Fire Dept. Database Tracking System VFDO02-5 280 Batch Schedule Wizard System will provide ability to schedule one or more people for a recurring schedule (i.e. schedule Platoon C for the entire year). This could include batch scheduling of non -shift personnel (Asst. Chief, Admin. Captain, etc.) as well as shift personnel (Platoon A, B, Q. Wizard will be broken into 5 tasks: 1) Batch Name. What the user wants to call the batch. (i.e. "weekly staff meeting", "Platoon A schedule", "Admin. Captain Schedule", etc.) 2) Assemble people. Using "Staff Search Console" user will be able to assemble a list of personnel to schedule. 3) Start and End Dates used for batch 4) Duration. User will select a start time and duration (hours) or end time. Changing end time or duration will change the other. 5) Frequency. User can select 5a) Repeat Daily. Allows batch to repeat every x number of days 5b) Repeat Weekly. Repeat every x weeks. Can also individually specify day(s) (i.e. M, T, W, Th, etc.) System will also feature a wizard screen for retrieving past batches (by batch name, date range, staff name, etc.). System will also let management batch delete shift records, though safety measures will be put in to warn users before deleting shifts that have already happened, are shift off records or OT submissions. Ranking.. Element Description Est Hours'Price _._ our Mandatory Table Batch Table, fields and data entry screen 12.00 hrs Mandatory Functional Specify hours function w/ 24 hr shift accommodation 4.00 hrs Mandatory Functional 5a) Repeat daily screen with automation 8.00 '- Optional Functional 5b) Repeat weekly screens with automation f2.00 nrs Mandatory Functional Batching function to create shift records 8.00 nrs Optional Functional Search Waard to allow management to retrieve batches of schedule records 5•00 hrs Optional Functional Batch delete with safety checking re s/o, OT and past (locked) shifts. 5.00 hrs Requirement Estimated Cost (54 hrs): $8,1D0.00 290 Daily Schedule Screen System will feature a very powerful daily schedule screen to be used by staff. From this screen, the user will be able to: -Navigate to any date -See all personnel scheduled for the day. Screen will show total of all personnel assigned (i.e. 24) and battalion chief name at top. Screen will show 4 separate columns, 1 for each station. Each personnel row will sort below the apparatus they've been assigned to. Each personnel row will show rank, personnel name and apparatus. System may use tooltip balloons or other visual indicators to show details for each person (i.e. haz mat, trade, ot, split, etc.). This screen will help admin users see when they are short a crew member for any apparatus. -User can click on any assignment to see details and/or change assignment to another station/apparatus At the bottom of screen, users will also see a number of folder tabs: City Hall Tab shows list of Admin staff scheduled at city hall that day. Off Tab shows all 'off" personnel. filter by rank. Makes it easy to see who is off and why. 0 T Tab shows all personnel submitting OT. Can filter by rank. See "Overtime Submission" requirement for details. Daily Staffing Report for Luz can run this for any date. Broken out by assignment status. Shows 'on" statuses and indicates any trades, OT or acting rank indicators. Also shows off" status with any s/o distinctions and methods of "payment". Ranking Element Description _ _ _ _ .. _ __ Est Fiours;'Price Mandatory Table _ Day Table 4.00 hrs Mandatory Screens Daily Schedule Screen 10.00 hrs Mandatory Functional Folder tabs for City Hall, Off and OT personnel. b.� hrs Mandatory Data Mgt. Populating station lists with default apparatus. Includes apparatus shift screen. 4.00 hrs Page 10 5;14"; 2w, r Angel City Data Vernon Fire Dept. 150 E. Olive Ave, Suite 213 Burbank, CA 91502 Database Tracking System (818) 238-0172 VFDO02-5 Mandatory Report Daily Apparatus Report, simplified version showing apparatus and staffing with haz mat/USAR icons. Splits 6.00 his will also be shown. Optional Report Daily Staffing Report. For Luz. Well customize per Luz's needs as system nears completion. 5•00 hrs Requirement Estimated Cast (35 hrs): $5,250.00 eduling Total Estimated Cast: $21,600.(X Page 11 5;12,'2007 Angel City Data Vernon Fire Dept. 150 E. Olive Ave, Suite 213 Burbank, CA 91502 Database Tracking System (818) 238-0172 VFDO02-5 300 Testing Typically, this is 10% of the development time. Testing includes populating the database with a realistic amount of data and testing the functionality of all buttons, navigation, calculations, etc. for both accuracy and performance (speed). Client's network environment will be approximated at Angel City Data's offices for best results. Ranking Element Description Est Hours,`Prlce Mandatory Testing ADD 10% OF DEVELOPMENT TOTAL 3 hrs Requirement Estimated Cost (32 hrs). $4,800.00 310 Data Conversion Data conversion of contacts from old systems (excel, outlook, old RleMaker files, etc.). Ranking Element Description Est Hours.00 0� tT Mandatory Data Mgt. UNDETERMINED Requirement Estimated Cost (0 hrs): 320 Staff Training User and administrator training of key staff. Ranking. Element Description Est Hours/Price _.._ _ ... _.. __.._ Mandatory Training Free 16 hr. of onsite training. ($2,400 value) 0' 0 Requirement Estimated Cost (0 hrs): 330 Project Management Calls and email between client and Angel City; Q & A; notes taking; redesign time; prototyping; record keeping, milestone meetings, etc. Typically add 10% of development time for this number. Ranking Element Description Est Hours/Price _.__ ___ __ _ _. MandatoryProject Mgt ADD 1 % OF DEVELOPMENT TOTAL 3 hrs Requirement Estimated Cost (32 hrs): $4,800.00 .11 11 Total Estimate (385.00 hrs): $57,900.00 Note: There may be options in this spec that are not reflected in this total Please hand check items for accurate total Page 12 July 19, 2007 Mr. David Knight Angel City Data, LLC 150 E. Olive Avenue, Suite 213 Burbank, CA 91502 Re: Software Development Contract Dear Mr. Knight: Transmitted herewith is a copy of the fully executed agreement, as referenced above, approved by City Council on June 25, 2007, through Resolution No. 9352. If you have any questions regarding this matter, please call Mr. Mark Whitworth, at (323) 583-8811 ext. 280. ery truly yours, &-' Nell r City Clerk NG:dr c: Mark Whitworth Dolores Jaunzemis Resolution No. 9352 Agreement File No. 07-065 FVcfusivefy Industriaf