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86-155 Earthquake Country Software - Building permit data base systemSC-6'r(-r+43Gti BY THIS AGREEMENT made and entered into on theday of A -u -9 -u -s t 19 86 by and between the CITY OF CUPERTINO (Hereinafter referred to as CITY) and Name (1) Earthquake Country Software (2) Address 1 Biyt hswoodrive City Los Gatos, CA Zip 95030 Phone 08 54-0922 (Hereinafter referred as CONTRACTOR), in consideration of their mutual covenants, the parties hereto agree as follows: CONTRACTOR Shall provide or furnish the following specified services and/or materials: Per Attached "System Specifications/Scope of Work" DELIVERY: EXHIBITS: The following attached exhibits hereby are made part of this Agreement: "System Specifications/Scope of Work" "Specific Terms and Conditions" TERMS The services and/or materials furnished under this Agreement shall commence on Date of Signatures and shall be completed before November 15 , 1986 COMPENSATION For the full performance of this Agreement, CITY shall pay CONTRACTOR: GENERAL TERMS AND CONDITIONS Hold Harmless. Contractor agrees to save and hold harmless the City, its officers, agents and employees from any and all damage and liability of every nature, including all costs of defending any claim, caused by or arising out of the per- formance of this agreement. City shall not be liable for acts of Contractor in performing services described herein. Insurance. Should the City require evidence of insurability Contractor shall file with City a Certificate of Insurance before commencing any services under this agreement. Said Certificate shall be subject to the approval of City's Director of Administrative Services. Non -Discrimination. No discrimination shall be made in the employment of persons under this agreement because of the race, color, national origin, ancestry, religion or sex of such person. Interest of Contractor. It is understood and agreed that this agreement is not a contract of employment in the sense that the relation of master and servant exists between City and undersigned. At all times Contractor shall be deemed to be an independent contractor and Contractor is not authorized to bind the City to any contracts or other obligations in executing this agreement. Contractor certifies that no one who has or will have any financial interest under this agreement is an officer or employee of City. Changes. This agreement shall not be assigned or transferred without the written consent of the City. No changes or variations of any kind are authorized without the written consent of the City. CONTRACT CO-ORDINATOR and representative for CITY shall be: Name Steve Piasecki Department Planning and Community Developmen Address 10300 Torre Avenue Cupertino, CA 95014 Telephone 252-4595 x247 This Agreement shall become effective upon its execution by CITY, in witness thereof, the parties have executed this Agreement the day and year first written above. CONT • • , �' i • ., , �7�' ­­/ Ilft/ %/AI c (ATTACHMENT))/ e e •� /vo / bj --o'go" c 4 .Cff )60, U 0 City of Cupertino AGREEMENT NO. 0 1 7 2 3 9 SC-6'r(-r+43Gti BY THIS AGREEMENT made and entered into on theday of A -u -9 -u -s t 19 86 by and between the CITY OF CUPERTINO (Hereinafter referred to as CITY) and Name (1) Earthquake Country Software (2) Address 1 Biyt hswoodrive City Los Gatos, CA Zip 95030 Phone 08 54-0922 (Hereinafter referred as CONTRACTOR), in consideration of their mutual covenants, the parties hereto agree as follows: CONTRACTOR Shall provide or furnish the following specified services and/or materials: Per Attached "System Specifications/Scope of Work" DELIVERY: EXHIBITS: The following attached exhibits hereby are made part of this Agreement: "System Specifications/Scope of Work" "Specific Terms and Conditions" TERMS The services and/or materials furnished under this Agreement shall commence on Date of Signatures and shall be completed before November 15 , 1986 COMPENSATION For the full performance of this Agreement, CITY shall pay CONTRACTOR: GENERAL TERMS AND CONDITIONS Hold Harmless. Contractor agrees to save and hold harmless the City, its officers, agents and employees from any and all damage and liability of every nature, including all costs of defending any claim, caused by or arising out of the per- formance of this agreement. City shall not be liable for acts of Contractor in performing services described herein. Insurance. Should the City require evidence of insurability Contractor shall file with City a Certificate of Insurance before commencing any services under this agreement. Said Certificate shall be subject to the approval of City's Director of Administrative Services. Non -Discrimination. No discrimination shall be made in the employment of persons under this agreement because of the race, color, national origin, ancestry, religion or sex of such person. Interest of Contractor. It is understood and agreed that this agreement is not a contract of employment in the sense that the relation of master and servant exists between City and undersigned. At all times Contractor shall be deemed to be an independent contractor and Contractor is not authorized to bind the City to any contracts or other obligations in executing this agreement. Contractor certifies that no one who has or will have any financial interest under this agreement is an officer or employee of City. Changes. This agreement shall not be assigned or transferred without the written consent of the City. No changes or variations of any kind are authorized without the written consent of the City. CONTRACT CO-ORDINATOR and representative for CITY shall be: Name Steve Piasecki Department Planning and Community Developmen Address 10300 Torre Avenue Cupertino, CA 95014 Telephone 252-4595 x247 This Agreement shall become effective upon its execution by CITY, in witness thereof, the parties have executed this Agreement the day and year first written above. CONT • • , �' i • ., , �7�' ­­/ Ilft/ %/AI c Specifications Page 1 Approved ( ) City of Cupertino Building Department Software System System Specifications/Scope of Work Ed The software is described as a building permit data base system written in Condor. The system is to be designed as close as possible to a turn -key application. The BUYER's objectives include: 1. 2. 3. 4. 5. 6. 7. Minimize data entry Produce reports Issue permits Provide checks for data conditions. Eliminate paper entry errors, holds and special Track building department applications through the process Provide item data for purposes of future budgeting efforts DEVELOP[=/SYSTEM DESCRIPTION The SOFTWARE will run on an IEM-PC computer with hard disk, under an operating system called PC -DOS The SOFTWARE will be developed around and designed to run under an off -the shelf database package called CONDOR. The SOFTWARE will be roughly divided into 4 phases: 1. Systems analysis. SELLER will work with BUYER to identify the needs of the BUYER regarding the SOFTWARE. SELLER may offer suggestions relating to the inclusion or exclusion of data in the overall system design. After the analysis the BUYER should be able to draft two sets of specifications, the basic SOFTWARE requirements and the SOFTWARE acceptance criteria. 2. Detailed specification design. BUYER will work closely with SELLER to suggest, review, and accept or reject the specifications as they are defined. Buyer will use all available internal resources to provide the system overview with inputs and feedback from management. BUYER will designate a responsible party for system coordination. SELLER will design the detailed specifications with the information supplied by BUYER plus incorporate SELLER's knowledge of business and of database systems to provide the best overall system. SETS will designate a responsible party for system coordination. 3. Database development. SELLER will take the detail design and develop the forms, reports and procedures necessary to operate the SOFTWARE under CONDOR. Included with the overall system will be procedures and utilities to allow simple modifications and alterations at the BUYER's site by BUYER's staff. �7 A. Testinct/Installation/Training. SETTER will perform initial system tests for operation as defined by the detail design. BUYER will perform acceptance testing sufficient to establish that the system conforms to the detail design. SELLER will install the system at the BUYER's site. DocLunentation will include flow charts of the system, formats and attributes of the databases, and source code of the command procedures (sufficiently documented for later modification and maintenance) . All modules will be menu driven. Each module will provide system controlled interaction with the user via help routines provided as needed. Modules capabilities will include: * DATA ENTRY * UPDATES AND CORRECTIONS * DISPLAY UPON COMMAND * GENERAL REPORTS * SPECIAL REPORTS ACCORDING TO USER SELECTION CRIT= As various detailed specifications of each module are formatted, EARTHQUAKE COUNTRY SOFTWARE will check with BUYER for agreement and modifications. The sequence of events is as follows: * Design the screen formats * Define the field attributes * Provide menus for module action and interaction * Develop conmand procedures for each section of each module * Create general reports according to commonly accepted practices * Create custom reports as required by BUYER management SCOPE OF WORK/COMPONENTS The following outlines the general ccirponents of the software system: 1) DATA ENTRY a) Permit (Includes fees) b) Plancheck c) Inspection d) Final 2) TRACK PLANCHECK 3) MONITOR INSPECTION PROCESS (Include "tickler" option) 4) RECORD FINAL INSPECTION/OCCUPANCY 5) REPORTS a) Monthly financial (monitor fees collected and payments to plancheck, inspection contractors) b) Monthly report of issued planchecks c) Building permit activity/status report (year to date) 1) Permits filed 2) Permits issued 3) Permits finaled and occupancy granted d) Building plancheck status e) Building inspection status f) Lists of permits in each phase including: 1. Applications submitted 2. Permits in plan check including first, second, or third plan check. 3. Permits which have been issued and are currently in the inspection phase. 4. Permits which have been issued and have completed all requisite inspections except the final inspection. 5. Permits which have been issued and finaled should be sent to an archive file. The information of the building data should be automatically transferred to the Planning Departments land use Data Base File. SOURCE DATA The data in the permit data base comes from three major sources: 1. The permit application 2. City designed code tables for property descriptions, permit fees, time deadlines for plan checks, property valuation, and other ancillary data 3. Transaction slips for plan checks, department transfers, inspections, holds, conditions, fee receipts, acceptances, and other ancillary information The data in the permit data base is stored as static or dynamic data? --Il sets. A static data set is comprised of records which do not change or change seldomly. Static data sets include: Applicant name and address Contractor name and address Architect name and address Permit basic information Permit fee tables Property description code tables Property valuation tables Inspection code tables Plan check deadline tables Dynamic data sets are transactions which indicate the flow of permit through the system. Transactions include: Permit application initialization Permit fees calculated Permit fees paid Sent to plan check (or other departments) Received from plan check (or other departments Acceptance or rejection of any phase of permit cycle Applicant action or inaction at any phase of permit cycle Inspection logs Permit issued The permit number is the key which relationally ties the date from each data set together. Name and addresses have a secondary key which are applicant social security number, and contractor's and architect's license number. Transactions have a code key which identifies the type of transaction. bldgsoft(B-4) TRANSITION STAGES 119 There are three transition stages through which building permits car. travel: I) Application, `) Plan check, 3) Inspection APPLICATION TRANSITION STATE START SUBMITTED ACCEPTED REJECTED WITHDRAWN APPROVED I i I I I I Inquiry I i plan fees I i I I I I requirements I (no action) I I i I I I I I -*Flan submitted I I I I I i I I I I *Enter data. i I I I I !Submit invoice for iplan check fees I I i I I I I I I f I -*Permit # issued i I I I I I I I I I I -HOLD not complete* I 1 i I I I Fee not paid aF i I I i I i I < I I I ee returned I I I I I *Fee paid I > I i I i I I i I I I I I I I I I I I I I I I I I I I I I I f i I I i I i I I I I I L Specifications July 8, 1986 Page S approved( ) PLAN CHECK TRANSITION STATE =TART PLAN CHECK ACCEPTED REJECTED WITHDRAWN APPROVED PERMIT I I 1 I I I I *Refer to I I I I I I departments I I I I ) I *Planning I I I I ) I *Building I I I I I I *Public Works I I I I I I *Fire I I I I { I I *Sanitary I I I I I I *Health I I I I I I I I I I I I I I *Plan returned with ! I I I I 1cc,mrilent s®,�) I I I I I I I I I ! I I I *Doesn't meet p l anw==m==> I I I I I I I ! I 1 I Return t applicant, I I I I 1 1 I I 1 I I I *All departments accepted I I I I 1 I I I I *Invoice inspection fees ) ! ) I 1 I I I I I Return to applicant* I I I I I I I I I < Time expires, Return to applicant* I I I 1 I I I I I I I 1 I *Final signature ! I I { I ((special notes) I I I I I *Final fees I I I I I I collected I i I I I I I I I I( Inspection hold or conditions f i I I I i 1 I *Hold or condition reviewed > I I I I I I I I I I 1 I I I *OK for final I I I I I I permit i I I I I I I 1 I I I I *New inspection I requiredm I I I I 1 I I I I I I I I i I I I I I I I 1 I I I I I I I 1 I I I I I I I I I I I I I I I I I I I f I I 1 I I I i I I I I I I I I I I I I I i I I I I I I Specifications July S,106 � page 4 approved( ) INSPECTION TRANSITION STATE PERMIT REQUEST INSPECTION ACCEPTED REJECTED WITHDRAWN APPROVED ISSUED I I I I I I I I *Applicant I I requests I I I I I I I inspection I I I I I I I I i *Assign next day 1 I I I I I Iinspections I I I I I I I I i I *Not approved.o®===> I I I I I I i I I I I I IC Mor problem* i I I I I(======Applicant verbal request* I 1 I i I next day inspection I I I I I 1 I I I I I ! *Reinspection I I i I ! I i I I 1 I IF I I I *Check for add fee I I I I I I I 1 I I I I I I I *Approved®> I I 1 I I I I I 1 1 I I I ®� Hold or condition* I i I I I I I I I I I 1 Inspection i I I I I I I held I I I I I I I W> Hold or condition removed®> I I I 1 I i I 1 I I I I 1 1 1 1 *All inspections comp 1 et edeo> I I 1 i 1 I No holds or conditions I I f 1 I I I I I I I I I I I I *Check for I ! I I I I I I cont ruct i on I I i i I I I fees I Return to applicant* I I I I I I I I I I Time expires, return to applicant* I I 1 I I I I I I 1 I I I I I I I I I I I I I I I I I i I I I I i A. M:39 C. EARTHQUAKE COUNTRY SOFTWARE SALES ORDER TERMS AND CONDITIONS This is a proposal for software support and will become a SALES ORDER upon the signature acceptance of both parties. Upon such acceptance, SELLER agrees to provide and BUYER agrees to buy software support as described below (hereafter referred to individually and collectively as the 11SOFTWARE"). This is a Time and Materials SOFTWARE agreement to provide a Computer Data Base System for the Building Division of the Department of Planning and Community Development. The specification of the system outlined on exhibit A. Subsequent detailing of the system design shall be mutually agreed upon in the initial design stage. TYPE OF CONTRACT/RATES This is a time and materials contract not to exceed a maximum of $5,000.00. The quotation is based on the information provided to date (see attached summary of specifications). If additional requirements arise, the additional time will be calculated and submitted to BUYER for approval before the additional work can begin. The quotation estimate for this proposal is approximately two (2) man weeks of work billed at rates indicated on exhibit A not to exceed $5,000.00 SERVICES/PAYMENTS Payments for work completed will be paid in accordance with the following schedule: STEP DESCRIPTION 1 2 3 4 WORK/PAYMENT SCHEDULE ESTIMATED ESTIMATED PAYMENT HOURS COMPLETION DUE NOT DATE TO EXCEED Detailed System Design 20 9/30/86 $1,500 System Development 25-35 10/30/86 $1,875 Installation/modification 15-25 11/15/86 $1,125 Training 5-10 11/30/86 500 65-100 Maximum Payment not to exceed $5,000 EARIHQUAFE COUNTRY SOFTWARE page -2- Invoices will be submitted and paid as each step is completed. Payment shall be made within 45 days of acceptance by City of each component. SOFTWARE acceptance will be after training and a sufficient test sample has been run by BUYER. In no case will the acceptance date extend beyond 6 weeks after SOFTWARE installation. D. CHANGES AND CANCELLATIONS 1. No change shall be made relating to the SALES ORDER without written consent of SELLER and buyer. 2. If any such change increases or decreases the cost of or the time required for performance of the order, or otherwise affects any of the provisions of the order, an equitable adjustment shall be made in the price and/or delivery schedule, and in such other provisions of the order as may be so affected, and the order shall be modified in writing accordingly. E. TITLE/PROPRIETARY RIGHTS Title and proprietary rights of each and every component of the computer software system shall not be transferred to any third party nor marketed by any party to this agreement without the consent of the other party. It is contemplated that the parties shall enter into a separate joint venture agreement for the marketing of said proprietary rights. The above provision does no apply to the following modules which remain the property of the seller. Module Description Copyright Date V nr 0 0 - R C - C o J &Vt& (q 8S C It t M - CJ ,,,-A-rGS FICJ.OS ("' C-s.JOoit A (iG"YS - ri A ✓� 1� ►ter 7C�SJlZ E G J It 01 FAm H 5, ✓ 6 A !r rz� r(Vk710J-C (Ayp 9t&VCv4C-) Stirs 1 q Sy C_W ECiC _ REAL 7, 11 E k040, JG A✓O PA0CL-O'dC- 01r -16 -et 19 X73 /`� /� 14. h � rt G E - (' o ,�. ,,.� �. E � z GK s � J'► rr� �� �- 6 � r� 1n.5 l g g � C4t&LC C Port l4 $ 3 tN56r��,n.(. �oL�/}vt V/3,,,,vyj (ti DoC,.nC•.�zj AccoUd7, .)4 - CflC-✓cngL �C,�6�.i� rdcco.rp�t1 RC�Gr�/3a� [�1� l4?33 SIA7Cn(--J - 7(;1tC-E L&,/(rt j A A C (c-, L S `t J 7 C- h The above modules are standard formats already developed by seller. All rights to these modules shall remain with seller. Seller and Buyer agree that said modules shall not constitute more than 25% of the value of the completed computer software package. earthsoft(M-2) Specifications Page 1 Approved ( ))t_1 City of Cupertino Building Department Software System System Specifications/Scope of work The software is described as a building permit data base system written in Condor. The system is to be designed as close as possible to a turn -key application. Wylffl X4 01W The BUYER's objectives include: 1. Minimize data entry 2. Produce reports 3. Issue permits 4. Provide checks for data entry errors, holds and special conditions. 5. Eliminate paper 6. Track building department applications through the process 7. Provide item data for purposes of future budgeting efforts DEVELOR=/SYSTEM DESCRIPTION The SOFIWARE will run on an IBM-PC computer with hard disk, under an operating system called PC -DOS The SOFIWARE will be developed around and designed to run under an off -the shelf database package called CONDOR. The SOFIWARE will be roughly divided into 4 phases: 1. Systems analysis. SELLER will work with BUYER to identify the needs of the BUYER regarding the SOFIWARE. SELLER may offer suggestions relating to the inclusion or exclusion of data in the overall system design. After the analysis the BUYER should be able to draft two sets of specifications, the basic SOFIWARE requirements and the SOFTWARE acceptance criteria. 2. Detailed specification design. BUYER will work closely with SETTER to suggest, review, and accept or reject the specifications as they are defined. Buyer will use all available internal resources to provide the system overview with inputs and feedback from management. BUYER will designate a responsible party for system coordination. SEI -.ER will design the detailed specifications with the information supplied by BUYER plus incorporate SELLER's knowledge of business and of database systems to provide the best overall system. SELLER will designate a responsible party for system coordination. 3. Database development. SETTER will take the detail design and develop the forms, reports and procedures necessary to operate the SOFIWARE under CONDOR. Included with the overall system will be procedures and utilities to allow simple modifications and alterations at the BUYER's site by BUYER's staff. 4. Testinq/Installation/Training. SELTER will perform initial system tests for operation as defined by the detail design. BUYER will perform acceptance testing sufficient to establish that the system conforms to the detail design. SELLER will install the system at the BUYER's site. Documentation will include flow charts of the system, formats and attributes of the databases, and source code of the command procedures (sufficiently dociunented for later modification and maintenance). All modules will be menu driven. Each module will provide system controlled interaction with the user via help routines provided as needed. Modules capabilities will include: * DATA ENTRY * UPDATES AND CORRECTIONS * DISPLAY UPON COMMAND * GENERAL REPORTS * SPECIAL REPORTS ACCORDING TO USER SELECTION CRITERIA As various detailed specifications of each module are formatted, EARTHQUAKE COUNTRY SOFTWARE will check with BUYER for agreement and modifications. The sequence of events is as follows: * Design the screen formats * Define the field attributes * Provide menus for module action and interaction * Develop command procedures for each section of each module * Create general reports according to coimnonly accepted practices * Create custom reports as required by BUYER management SCOPE OF WORK/COMPONENTS V" The following outlines the general components of the software system: 1) DATA ENTRY a) Permit (Includes fees) b) Plancheck c) Inspection d) Final 2) TRACK PLANCHECK 3) MONITOR INSPECTION PROCESS (Include "tickler" option) 4) RECORD FINAL INSPECTION/OCCUPANCY 5) REPORTS a) Monthly financial (monitor fees collected and payments to plancheck, inspection contractors) b) Monthly report of issued planchecks c) Building permit activity/status report (year to date) 1) Permits filed 2) Permits issued 3) Permits finaled and occupancy granted d) Building plancheck status e) Building inspection status f) Lists of permits in each phase including: 1. Applications submitted 2. Permits in plan check including first, second, or third plan check. 3. Permits which have been issued and are currently in the inspection phase. 4. Permits which have been issued and have completed all requisite inspections except the final inspection. 5. Permits which have been issued and finaled should be sent to an archive file. The information of the building data should be automatically transferred to the Planning Departments land use Data Base File. SOURCE DATA The data in the permit data base comes from three major sources: 1. The permit application 2. City designed code tables for property descriptions, permit fees, time deadlines for plan checks, property valuation, and other ancillary data 3. Transaction slips for plan checks, department transfers, inspections, holds, conditions, fee receipts, acceptances, and other ancillary information The data in the permit data base is stored as static or dynamic data sets. A static data set is comprised of records which do not change or change seldomly. Static data sets include: Applicant name and address Contractor name and address Architect name and address Permit basic information Permit fee tables Property description code tables Property valuation tables Inspection code tables Plan check deadline tables Dynamic data sets are transactions which indicate the flow of permit through the system. Transactions include: Permit application initialization Permit fees calculated Permit fees paid Sent to plan check (or other departments) Received from plan check (or other departments Acceptance or rejection of any phase of permit cycle Applicant action or inaction at any phase of permit cycle Inspection logs Permit issued The permit number is the key which relationally ties the date from each data set together. Name and addresses have a secondary key which are applicant social security number, and contractor's and architect's license number. Transactions have a code key which identifies the type of transaction. bldgsoft(B-4)