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HomeMy WebLinkAboutItem 4.05 AutoRecreationMgtSys (2) ... CITY File # 6 . AGENDA STATEME.NT CITY COUNCIL MEETING DATE: OCTOBER 1,1996 SUBJECT: A ward of Bid for Automated Recreation Management System ~ Report Prepared by: Steve Honse, Administrative Assistant 1. Proposal Excerpts 2. Proposed Agreement RECOMMENDATION:~l;t>-- .Award bid to ESCOM Software Services, Ltd. EXHIBITS ATf ACHED: FINANCIAL STATEMENT: The 1996-97 CIP budgets $15,000 for an Automated Recreation Management System (ARMS) and related equipment The proposal under consideration will award the bid for the ARMS portion of the project at a cost of $8,870. DESCRIPTION: The City's Capital Improvement Program, adopted Jooe.27, 1996, schedules the IBM System 36 computer for replacement in Fiscal Year 1997-98. In anticipation of this replacement, the CIP includes a project to replace the existing Recreation Management System, which resides on the System 36. The project allocates $10,055 to purchase a PC-based Automated Recreation Management System (ARMS) and related software, $3,445 for the replacement of obsolete communications equipment, and $1,000 for . contract services. On July 23, 1996, the City Council authorized Staff to distribute a Request for Proposal for the ARMS portion of the project. The results are discussed below: SYSTEM REQUIREMENTS: The RFP defmes an acceptable ARMS as a system that is capable of simultaneously registering participants at both the Shannon Center and City Hall and must have the ability to expand into existing and planned City facilities. The ARMS must be easy to use and capable of registering a new participant in less than two minutes. As part of the RFP, the City requires the selected vendor to install and configure all software and communications equipment, ensure that all elements of the system are fully operational, and provide all required training. The RFP requirements are especially stringent because they not only require a superior software program, but also require that the vendor possess skills in the installation and configuration of communications equipment. Specifically, the RFP requires the vendor to create a wide area netwoB: (WAN) that will allow the Shannon Center and the Civic Center to access the ARMS. SELECTION PROCESS: Five RFPs were circulated. One company, ESCOM Software Services Ltd. (ESCOM), responded. Prior to the circulation of the RFP, Staff from Administrative Services and Parks and Community Services had an opportunity to meet with ESCOM representatives. At that time, ESOOM demonstrated an impressive knowledge of computer science and communications technology. Of special significance was the fact that . ESCOM has extensive experience in the design and installation of W ANs and specific experience with the ------------------------cClpDisTCl;------------------------~~- - Don Bowen, ESCOM Software ITEM NO. ~ .. use of Windows NT in a WAN environment. Staff from both departments are confident that ESCOM has the expertise necessary to successfully complete the project. PRODUCT EV ALUA TION: ESCOM markets its ARMS under the name of uOass". Staff has tested and evaluated the Oass program . and has concluded that the product is well-suited to the City's needs and will improve the registration process for the following reasons: . It operates in a Windows environment and is intuitive to a new user. As a result, training requirements are expected to be minimal. This is especially impOI1ant for the Parks and Community Service Department, where part-time employees are sometimes used on a seasonal basis. . The program utilizes a Microsoft database and is fully compatible with the City's existing software. . ESCOM provided a list of 200 references, which include the Cities of Pleasanton and Concord Staff contacted Pleasanton, Concord and several additional cities to determine their satisfaction with Class. Without exception, all parties stated that they were satisfied with the product. COST PROPOSAL: Per the ESCOM proposal, the total cost for Oass software, installation, and training is $8,120. Additionally, Staff has requested that ESCOM provide additional services, beyond the scope of the RFP, at an additional cost of $750. These services are related to the configuration of the WAN so that the Shannon Center can improve its ability to transmit data for purposes independant of the ARMS. The total cost for all services is $8,870. Based upon ESCOM's bid, the City is to provide a special telephone connection (ISDN line) between the Shannon Center and the Ovic Center. The City will also provide conununications equipment, a PC workstation, and database software. These expenses were anticipated and are within the ARMS Project budget as outlined below: . SQL Server (Database Software) Subtotal Contract Services Network Cable Installation and Configuration Subtotal Machinerv and EauiDment Remote Server ISDN Equipment (estimated) Subtotal 10,555 .L2.SJl 10,120 1,000 .lllOO 1,000 1,800 ~ 3,445 14.565 Total Project 3,445 15.000 The equipment, required to complete the project, will be purchased separately in accordance with the City's Purchasing Ordinance. Staff has prepared a draft agreement (Exhibit U2"), which incorporates the scope of work as described in the ESCOM proposal and.additional work requested by Staff. . RECOMMENDATION: Staff reconunends that the City Council authorize the Mayor to execute the agreement and award the bid for an Automated Recreation Management System to ESCOM Software Services Ltd. . . . i' i: Exceptions to Dublin RFP Prime Contractor Responsibility Escom Software Services Ltd. will be responsible for and support Class™ software and its related database only, according to the terms of the Annual Maintenance Agreement signed with the City of Dublin, Escom Software Services Ltd, will not be responsible for system hardware or software, System Backup The issue of backing-up the Class™ software, all related hardware and related databases, is the responsibility of the City of Dublin, :1". Email Class™ for Windows software does not include an email function, Escom Software Services recommends an approved and tested Windows email product to be run and administered along with the network by the City of Dublin. User Passwords ClassTM for Windows does not supply a list of passwords, users and security level. The software can supply a list of users and security levels, but the security dangers of publishing individual passwords outweigh the convenience for network administration. Attempts to Breach Security Class ™ does not currently track attempts to breach security - this functionality is planned for a future release of the software. Import Cap~bility It is possible that Escom Software Services Ltd. could import aspects of your current database into the Class™ for Windows system. However, the data conversion would be limited to aspects of the customer's personal information, would not include class descriptions or instructor information, and would be subject to hourly billable rates above the price quoted in this proposal. Escom Software Services Ltd. Page 3 u Summary of Financial Position and Stability Corporate Escom Software Services Ltd. was established in 1976 with a conunitment to customer satisfaction and financial stability. Escom's two separate divisions generate over $5,000,000.00 in annual revenue. Escom has a staff of approximately 45 technology professionals, with 20% working in sales, 10% in administration, 40% in technical support and 30% of the staff work directly on product development. Escom's two divisions are: Class ™ Systems Class™ Systems provide Program and Facility Management automation for the Leisure Services, Education, Fitness and Training industries and specializes in program registration, facility booking, point of sale, interactive voice response, revenue management, consulting, training and installation. Escom's Class™ division focuses on providing complete, dependable and high quality programs and services that meet or exceed the needs and expectations of our customers. Systems Integration The SI division has grown out of increasing customer demand for more comprehensive systems. This group provides integrated solutions by connecting different hardware platfonns, software applications and operating systems into one cohesive unit. It specializes in high-level technical' support, re~hosting services, Electronic Data Interchange (EDI), custom programming, installation and software conversions. Escom has been an IBM Blue Ribbon Business Partner since 1986 (now called the IBM Best Team). Based on sales volumes and customer satisfaction, we are one of the top ten percent of IBM Business Partners in Canada. The IBM relationship enables Escom to provide our customers with the highest quality hardware products and the strongest support network in the industry. We are proud of our financial stability. Escom has no debt nor line of credit, and all expenses, including all development costs, are met out of revenue. In addition, IBM ensures that Escom remains a viable business entity through annual financial audits, which include a complete review of financial statements, business perfonnance and future plans. As a result, Escom has achieved stable, steady growth, despite changing economic and industry conditions. Escom believes that the key factor to success is an intense focus on customer needs. Our goal is to provide products, services and support which meet or exceed customer expectations for quality, perfonnance and price. Escom customers are surveyed regularly, both by ourselves and by IBM, to ensure that our services continue to meet these high expectations. Our experienced and dedicated staff meet the unique needs of each individual customer with a full complement of services, including systems integration, custom programming, installation, software conversions, project management, consulting services, training and support. As a consequence, Escom customers get the results they expect. Escom Software Services Ltd. Page 4 I I l . . . '" ~J . . i I : I I , I I I Escom Software Services Ltd. :-: EXCERPTS City of Dublin ~utomated Recreation Management System (ARMS) ..: September 10, 1996' COpy Don Bowen, Systems Consultant, Class™ Division Suite 518. 4211 Kingsway, Burnaby, Be, V5H 1Z6 EXHIBIT 1 Management Summary . Introduction Escom is proposing a proven, high value product and service partnership that has been extremely successful in serving the needs of the Program and Facility Management industry at more than 180 separate agencies in North America since 1984. Class'l'M comprehensive suite of software applications are augmented and supported by our industry-leading technology partners: . Microsoft - Microsoft Solution Provider since program's inception in 1994 . IBM - Blue Ribbon Business Partner since 1987 . Digital Equipment Corporation (DEC) - Independent Software Vendor since 1994 . Oracle - Business Alliance Partner since 1985 . Informix - Value Added Partner since 1996 . Sybase - Conunercial Application Partner since 1996 Escom has extensive experience with the implementation of UNIX, VMS, and PC computer networks in many diverse installations throughout North America. ClassTM is backed by an urunatched support organization that serves as a benchmark for the entire industry. Escom's product support is consistently rated at over 90% by our customers on the satisfaction scale. Finally, Escom can provide your agency with excellent investment protection through the ability to move the software to multiple operating platforms (UNIX; VMS; Windows stand-alone, LAN, or client-server WAN). By providing an upgrade path for users of character-based systems who may wish to move into a Windows envirorunent, ClassTM can migrate with your agency as changes are made to Information System strategies. High value, low risk and satisfied customers are Escom's trademarks. In over twenty years of business in the industry, not one customer has moved from C/ass™ to any of our competitors. Many, on the other hand, have turned from our competitors to Escom and Class™ to regain the benefits that a comprehensive, easy to use and robust application can provide. . Satisfaction Guarantee Escom is willing to stand behind its reputation and its Class™ product. If, after all reasonable efforts have been made, Class ™ does not meet the needs of your organization, Escom Software Services will refund the invoice cost of the software. This guarantee should be demanded of all bidders on this project. Mission Statement The Class™ division's mission, is to provide leadership and advanced technology solutions for Program and Facility Management professionals, enabling our clients to deliver the best, most innovative and most effective programs and customer services. . Escom Software Services Ltd. Page 2 "3 . Qualifications & Technology Advantage Escom has been serving the needs of the Program and Facility Management industry since 1984 and has developed a leadership role in providing automated solutions to Parks and Recreation, Education and Fitness Facilities. . C/ass™ holds a significant technology advantage in the Program Registration and Facility Booking industry. . Class™ for Windows is the only Program Registration and Facility Booking software that runs on a Windows NT network supportting a Microsoft SQL Server database. . Class™ is the only product on the market that supports true client-server applications and real-time wide-area-networks (WAN). . Escom's programming is done in-house. Because we write and support our own code, we can offer quick modifications and detailed support on how our product works and can best meet your needs. . Class™ meets all published Microsoft Windows Standards and is a Microsoft Solution Provider. The Class™ software can work with all of your major software packages. Cut and Paste text from our records directly to your word-processor, spreadsheet or desktop publisher _ without learning any new keys, codes or commands. Because we look and run just like other Microsoft software, you willleam to use Class ™ faster than any of our competitors. . Escom works to published Open Database Connectivity Standards (ODBC). It means that Class can probably work on the database you choose. Because you can choose the database that will best suit your needs, your system will be faster and more efficient. With Class™ you choose the best database for your particular needs, you do not tether your needs to a mandatory or proprietary database with hard limitations. . Individual Class ™ Modules are not stripped-down skeletons. Each Module - Program Registration, Facility Booking, Point-of-Sale, Information Management, Financial Management, etc. - is a full, robust and well-planned Module designed to meet your needs today and in the future as your organization grows and changes. The Escom technological advantage creates a product that is: . easy to use . flexible & easy to customize . efficient . upgradable and able to grow with your organizations needs . operating system, database & hardware independent . capable of advanced queries & reports . compatible with industry standard applications . a quality, scaleable multi-user application (from a single user to over 100 terminals) Product & Services . Escom has years of experience with UNIX, VMS and Windows operating systems running at live customer sites. Versions of C/ass™ can be acquired now for anyone of these envirorunents depending on customer preference. Escom has built its business on customer service. The genesis and raison d'etre of ClassTM was to dramatically improve agencies' ability to serve the public. Class™ was originally !o provide a one-stop-shop approach through an extensive multi-user system of tightly integrated modules. A customer can now visit or phone any recreation center and gain access to programs, facilities, memberships and other services. A centralized phone system, somewhat like an airline reservation agency, queues calls and provides a touch-tone information directory and processes credit card payments. Escom Software Services Ltd. Page 11 t ~ . r~ " t- f: ,.. I' I; i t: 1['. ir It ! : " II , o t Il" Class™ maintains a complete customer history of participation and purchases. It relies upon a subsidiary General Ledger (GL) that provides a comprehensive revenue, accounts receivable and refund processing system. The system has been designed to be extremely user friendly. Classnl has been described as "Easier to follow", "Cleaner, simpler screens" and "Less confusing than other packages." Class™ has been heralded by the industry; "I've died and gone to heaven", "I've gone from kindergarten to university in three hours" and "Why look at anything else." However, most illuminating have been the comments from program supervisors and coordinators, who have said "It's like completing a multiple choice exam." Related Products and Future Development The introduction of Class™ for Windows five years ago supplemented the choices available to Escom's customers. The product is now available for two general operating environments - Windows (graphical) and Open Systems (character-based terminals). ClassTM for Windows is available for Microsoft Windows 3.1 (or greater). Class™ for Open Systems is available for UNIX, and VMS (DEe). Both versions are multi-user and compatible with most industry standard LANs and W ANs. The following table outlines the modules currently available for the two versions, as well as our general development schedule. Module Program Registration Facility Booking Point of Sale Membership Services Information Management Financial Management League Scheduling Interactive Voice Response (IVR) Business Intelli ence o en S stems v" ../ v" ../ v" ../ ../ v" S rin 1997 Windows ../ ./ ../ Fall 1996 ../ ../ TBA Early 1997 S rin 1997 Escom is dedicated to maintaining their position as a market leader. Together wiih our technology partners, Parks and Recreation professionals, consultants, educators and academics, Escom charts a clear vision for Class™. That vision, combined with our technical expertise will continue to separate Class™ from the rest of the marketplace and help us keep up to the industry trends that affect you and your organization. The Windows Advantage Escom has made a significant investment in re-designing a proven character-based product for Windows. C/ass™ for Windows offers the Program and Facility Management industry a standards-compliant application that would be expected from a premier software manufacturer. C/ass™ for Windows incorporates the latest software and hardware innovations for a product that is rich with features and easy to use. The Microsoft development tools (Visual Basic and Visual C++) deliver: . four to six times improvement in productivity . complete Windows integration . published Microsoft CUA standards compliance . comprehensive end user development tools for queries, charting, etc. The Windows product supports true client-server database engines such as Microsoft SQL Server, Oracle, Informix and Sybase. The Class™ software has been designed to be database engine independent. Escom Software Services Ltd. Page 12 L. e I I. I i I. I' ~. i' f r. !. !~ ef :. -I' e,'- ""7 . . . Class™ for Windows has rapidly gained widespread recognition as the industry leader throughout North America, since its announcement in July 1992, The reason to move to Windows is clear: . DOS application sales will drop by 73% between 1994-1998 . Windows application sales will increase by 535% between 1994-1998 . Windows application sales surpassed DOS application sales in 1993 . System maintenance for non-Windows applications will continually increase In cost, according to a study by the independent Gartner Group . pressure on file server technology (file storage) increases as down-sizing trends continue and agencies move to wide area networks (WAN) requiring client server technology to meet the conununications limitations and performance expectations Escom is pleased to offer our customers the opportunity to take advantage of these standards, Potential customers are able to choose between the two Class™ versions, and be secure in the knowledge that their investment in technology will not be obsolete before it is installed, If a customer chooses to install the character based Class™ for Open Systems, Escom has seen to it that there is a clearly defined upgrade path that fully protects the initial investment in Class™ software. Our conunitment to customer satisfaction is evidenced in our install references, We stand behind our products, provide a product guarantee to match and rely heavily upon 100% customer satisfaction. Escom looks forward to working closely with your organization on this exciting project. : ": I', I"; ". I i I" I" , ' , ': ,,', Escom Software Services Ltd. Page 13 JIt- Pricing Information Pricing Strategy The following pricing information is for the Class™ software and training only (all documentation is included). A more formal quotation will be provided upon further consultation with City. Escom has set up pricing for the ClassTM system according to a concurrent user model. This allows the City to purchase only those modules needed and in a quantity sufficient to satisfy the heavy use periods. The savings to the City using this method can be immense. The Escom pricing model ignores the location of users on the network, and merely counts the number of concurrent users at anyone time. This model, combined with the scalability of Class™, will allow the City to start conservatively and grow if necessary. Escom Software Services Ltd. Page 14 L . . ~ i- I:. :! . Class ™ for Windows (MS Access) 25th Anniversary Special Single User and LAN Bundle Pricing Prepared: 9/5/96 OUBLlN.XLS . Agency: Dublin (City of) Parks and Recreatio Contact: Steve Honse Address: 100 Civic Plaza Prov/State: CA PostallZip Code: 94568 City: Dublin Phone Number: 510-833-6650 Class Software Modules I Single LAN I User Pak Program Registration $4.250 $7,500 (5 users) y 7.500 ~: i) Information Management - labels. mail merge, publishing ii) On-site Consulting, Training & Installation - 3 consecutive days on-site - including travel expenses to your site iii) Software Support ' . I - 1-800 telephone, modem, release/updates i." - one year period included I Additional Modules: I, I r I" Facility Booking $4,250 $7.500 (5 users) ":. "I- - 3 days on-site consulting, expenses incl. 1\ " . Point of Sale/Inventory $5,250 $7,500 (2 users) 1:'1: Iii . 2 to 3 days on-site consulting, expenses incl. If)r.- , ,. - cash drawer, keyboard & printer included :'jl. :;1. Membership Services (Fall '96) $3,750 $7.750 (5 users) "1- - 2 days on.site consulting, expenses included i,:: - bar-code scanning devices included . i. Financial Management (per interface) $3.750 $3,750 - host GlL, payables & credit card interface '.- ' '. I: - electronic fund transfer - 1 dayan-site consulting, expenses included League Scheduling $4.500 $6.500 (3 users) - up to 3 days on-site consulting, expenses incl. Business Intelligence/Graphical Reporting $6,250 $8,500 (2 users) - up to 3 days on-site consulting, expenses inc/. Touch Tone I Tele-registration $7,900 $7,900 (4 lines) - up to 2 days on-site consulting, expenses inc/. - 4 line voice board included Run-time Version of Database Engine: - Microsoft Access - no cost nlc nlc Total Costs ~ II ~ $7.500 II Please Note: 1 . 4 5 6 7 8 Class software includes Iicense(s) and documentation. Sales Taxes. where applicable. are not included. Hardware, operating system, and site preparation are not included unless otherwise noted. Prices are subject to change without notice. Annual software maintenance (Class & database) is 20% (given full accreditation discounts) of then current list price (min. $1500/yr). Additional consulting/training/installation fees are $750/day exclusive of expenses. A modem (28.8 kbps), comm. sJw. dedicated phone line and internet access (recommended) are required for support. Module availability varies dependent upon operating platform. /0 Class. Escom's disciplined. yet flexible implementation process. Scope Fit Analysis Exceptional Customer Support . System Implementation and Training To get Class up and running quickly and efficiently, a Jannal, but flexible implemen- tation plan is needed. To ensure that Class immediately deliv- ers a supelior level oj customer service, both on-site installation and on-site user and man- agement training are supplied by Escom's experienced, proJessional consultants. Implementation Methodology Escom has the experience to install, train, test and run your Class system. Our staff has the proven skills to smoothly imple- ment large and small, turn-key automa- tion systems in politically sensitive envi- ronments. (We understand that long delays and revisions can have serious repercussions ). In concert with SFG Technologies Ine. - . developers of the widely-used Solutions Jar Governmen(TM suite of integrated financial software - Escom has developed a highly- disciplined, yet flexible implementation process based on a total team approach. This approach is extremely effective when- ever guaranteed success is a must Implementation Follow-up Acceptance Escom's implementation methodology pays direct attention to project management, defined roles and responsibilities, and achievement of project milestones. On-Site System Installation Escom will customize the Class installa- tion process to meet your specific needs. Your schedule, staff and situation will 4 decide the speed and extent of the change- over to Class. Escom will work with you and your staff to prepare a time-line for implementation, including any customiza- tion and modification of the Class system. Escom will be an active partner in testing, training, and dry-runs, and will supply the industry's best and most comprehensive user manuals. On-Site Training Class supplies the industry standard in on-site, classroom-style training. Depending on the size of the installa- tion and the number of Escom staff involved our professional, experienced consultants will travel to your site for thre (3) to five (5) training days per Module. Escom recommends that the customer provide one workstation for every two sta~ members being trained. It is strongly rec- .., ommended that each of your staff have a basic knowledge of computers prior to the Class training sessions. Escom can supply additional training days for such general .systems training. Customer Support The Class Software Maintenance Services Agreement is the best in the business. Longer service hours, highly trained consultants and unlimited 1-800 access make Escom the industry leader in software support The Class service contract includes: unlimited toll-free (1-800) calls from 6:00 am - 5:30 pm (PST), Monday to Friday, except holidays; free modem support; on-line problem diagnostics service; Intemercaccessible electronic forum; annual software upgrades; and, User Group publications &;[ conferences Documentation Class is designed to help organizations . reach their potential. Our software is the easiest to use and easiest to learn package on the market today and that philosphy extends to all product support materials. ere's Nothing Better an Class. Pro~am & Facility Management Solutions for Wmdows™ and Open Systems Platforms Class is an integrated suite of {ull-feature software designed in partnersh.ip with program & Facility Management pro}essionals to meet and exceed their needs. Developed By People Who Know Your Business dass Solutions are desig!1ed by people who have rrained and worked in leisure, recre- ation, health and fimess, or arts and culture. But we don't depend solely on our staffs direct experience in these disciplines and within the community-based, customer service-driven agencies who deliver these ~ to the public. Class products are ~ively field tested and fine tuned by our technology parmers ... some of North AmeJ1ca's most innovative Recreation and Parhs organizations. Working with experts in education management our design teams have enhanced Class to provide effective soft- ware solutions to the education market: continuing education organizations, school districts and boards, and corporate and commercial training institutes. The Recognized Market Leader More than 200 separate agencies and over 4,000 individual licensees at 800 centers have adopted the Class standard. Class has become the program & facility manage- ment solution of choice for municipal recreation and parks departments, educa- tional institutions, continuing education programs, professional development organizations, private health and fitness complexes, and leisure and sport agencies .ghout North America. 'hether a single location with one stand-alone PC serving a population of 5,000... or a network application with o\'er 100 workstations distributed across 40 remote sites serving populations totalling over half a million... Class is the answer. A Real Multi-User System Our software options are fully integrated, and interconnected, and function as a true multi-user solution. A front desk clerk can register an individual customer or an orga- nization for a program while, at the same time, a booking clerk uses Class, to rent a playing field to a soccer team and a depart- ment programmer runs a report on regis- tration statistics. The data Class maintains is accessible to all those who need it, whenever they need it. Class is completely integated - informa- tion entered into one module is accessible from all other modules. Data is entered into a central database so, whether your customer is registering for a course or booking a facility, all the relevant informa- tion is immediately available, accurate and up to date. By supporting more than 100 users working simultaneously at separate work- stations distributed throughout a building (LAN version), or at any number of remote locations (WAN version), Class can maintain and supply this information across huge distances. tlUsing Class, we were able to integrate our entire organization's information requirements into one central database." .' aass . -, ". Class' "Class provides the total solution. " Application Modules Progr~m Registration . Class is about infonnation and flexibiliLy- organized, easy to access infonnation creaLes the flexibility you need to deliver exceptional customer service. With the Class Program Registration Module, your customers will avoid line-ups and won't be rushing from facility to facility . ...i tI . I ;;, ... . .. tjelp II "'.!!.illi$l II \Yith.ll"'l" rm~ ~""':.:.=--='='==IO...lO.~---;:z;;;:: Selec:l a client /10m the CYIIenl eccoonl F1 ~ Help "Processing a registration can take as little as 20 seconds. " T utori..J Oelabfie to register in different classes. Because Gass makes registration faster, more accurate and more flexible, your staff and customers can avoid "registration day" hassles. Gass Program Registration gives staff at allyour facilities fast and accurate account information for each and every one of your customers. It tracks credits and debits, previous courses taken, and can even alert your staff to a particular client's important health condition. Put simply, Gass anns your organization and staff with the infor- matio~ ihey need to excel ~nd provide excepoonal customer seIVlce. The Gass information advantage extends beyond customer service by main- taining an unrivaled database of customer information and financials. The same level 6 of detailed infonnation is available to managers for accounting, trends analysis, demographics, course evaluation, , planning and much more. Program Registration is equipped with a fully customizable report \\l1iter - you set the parameters, you choose the infonnation and you decide how it's presented. The Program Registration Module is the cornerstone of effective info1l11ation management. With the cenu'alizcd Class database, some of your organization's most onerous tasks-tracking courses, organiz- ing and maintaining waitlists, rolling courses over from one session or season to the next -become automatic "Class eliminated our double book~ and manual rec. problems. " "It's a major improvement over our old cash register! " . i/ STANDARD CONTRACTUAL SERVICES AGREEMENT . THIS AGREEMENT is made at Dublin, California, as of October l, 1996, by and between the CITY OF DUBLIN, a municipal corporation ( II CITY II ), and ESCOM SOF'IWARE SERVICES LTD., ( II CONTRACTOR II ), who agree as follows: " 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, CONTRACTOR shall provide to CITY the services described in Exhibi t A. CONTRACTOR shall provide said services at the time, place and in the manner specified in Exhibit A. 2. PAYMENT. CITY shall pay CONTRACTOR for services rendered pursuant to this Agreement at the time and in the manner set forth in Exhibi t B. The payments specified in Exhibit B shall be the only .payments to be made to CONTRACTOR for services rendered pursuant to this Agreement. CONTRACTOR shall submit all billings for said services to CITY in the manner specified in Exhibit Bi or, if no manner be specified in Exhibit B, then according to the usual and customary procedures and practices which CONTRACTOR uses for billing clients similar to CITY. 3. FACILITIES AND EOUIPMENT. Except as set forth in Exhibit C, CONTRACTOR shall, at its sole cost and expense, furnish all facilities and equipment which may be required for furnishing services pursuant to this Agreement. CITY shall furnish to CONTRACTOR only the facilities and equipment listed in Exhibit C according to the terms and conditions set forth in Exhibit C. . AGREEMENT Page 1 of 2 10/1/96 E.x.HIBIT 2 1'/ 4. GENERAL PROVISIONS. The general provisions set forth in Exhibit D are part of this Agreement. In the event of any inconsistency between said general provisions and any other terms or conditions of this . Agreement, the other term or condition shall control insofar as it is inconsistent with the general provisions. 5 . EXHIBITS. All exhibits referred to herein are attached hereto and are by this reference incorporated herein. 6. CONTRACT ADMINISTRATION. This Agreement shall be administered by Steve Honse ( "ADMINISTRATOR" ) . All correspondence shall be directed to or through the ADMINISTRATOR or his or her designee. 7. NOTICES. Any written notice to CONTRACTOR shall be sent to: ESCOM Software Services Ltd., Attn: Don Bowen 518-4211 Kingsway, Burnaby, BC V5H 1Z6 Any written notice to CITY shall be sent to: . City of Dublin, Attn: Steve Honse 100 Civic plaza, Dublin, CA 94568 Executed as of the day first above stated: CITY OF DUBLIN a municipal corporation By "CITY" Attest: City Clerk By "CONTRACTOR" Approved as to form: City Attorney AGREEMENT Page 2 of 2 10/1/96 . )f' EXHIBIT A SCOPE OF SERVICES ~ CONTRACTOR shall provide an Automated Recreation Management System ARMS which consists of five-user LAN package for the following Class Modules: 1. Class Program Registration Module 2. Class Information Management Module The ARMS software shall be capable of enabling CITY personnel to perform Program Registration functions simultaneously at two physically separated locations while utilizing a single database. CITY shall provide all site preparation, which includes peripheral cabling and power conditioning. Prior to the installation of the software by CONTRACTOR, CITY shall provide an ISDN line and all required communications equipment necessary to establish a data line between the Shannon Center and the Civic Center. It shall be the responsibility of CITY to install all required communications equipment and to ensure that the ISDN line and equipment is fully functional prior to the installation of the software by CONTRACTOR. CONTRACTOR shall provide and install all ARMS software on the ARMS server and on three PCs located at CITY's Shannon Recreation Center and two PCs located at CITY's Civic Center. .. CITY .. five part shall provide Microsoft SQL Sequel Server version 6.5 software and (5) client licenses. Contractor shall install said software as of the ARMS installation. Following the installation of the ARMS software, CONTRACTOR. shall utilize the CITY-provided ISDN line and communications equipment to create a wide area network (WAN). The purpose of the WAN is to allow the Shannon Center and the Civic Center to interactively utilize the ARMS. The installation shall not be considered complete until such time as CITY is satisfied that the WAN is fully functional. CITY shall install an approved and tested Microsoft E-mail product on each computer at the Shannon Center. As part of the creation of the WAN, CONTRACTOR shall provide services to enable the Shannon Center to transmit and receive E-mail to the Civic Center. In addition to the installation services described above, CONTRACTOR shall provide three days of on-site training. All travel expenses shall be the responsibility of CONTRACTOR. CONTRACTOR shall provide toll-free telephone support, at no additional cost, for a period of one year fOllowing the successful installation of the ARMS. CONTRACTOR shall provide, at no additional cost, all new releases or ~uPdates for the ARMS for a period of one year. Exhibit A Page 1 of 1 10/1/96 II.; EXHIBIT B PAYMENT SCHEDULE CITY shall pay CONTRACTOR an amount not to exceed the total sum of . Eight Thousand Eight Hundred and Seventy dollars ($8,870) for services to be performed pursuant to this Agreement to be paid as follows: . $1,000 is payable upon the signing of this agreement . $3,000 is payable upon install . $3,500 is payable upon completion of training . $750 is payable upon satisfactory completion of work that enables the Shannon Center to send and receive E-Mail to the Civic Center . City shall pay all applicable sales tax, in an amount not to exceed $620, following the completion of all work. CONTRACTOR shall submit an invoice to CITY following the satisfactory completion of the both the installation of the ARMS and the rendering of training services. Following the receipt of the invoice, CITY shall pay the amount due in full within 45 days of receipt of the invoice. CITY shall make no payment for any extra, further or additional service pursuant to this Agreement unless such extra service and the price therefor is agreed to in writing executed by the City Manager or other designated official of CITY authorized to obligate CITY thereto prior to the time such extra service is rendered and in no event shall such change order exceed twenty-five (25%) of the initial contract . price. The services to be provided under this Agreement may be terminated without cause at any point in time in the sole and exclusive discretion of CITY. In this event, CITY shall compensate the CONTRACTOR for all outstanding costs incurred as of the date of written notice thereof and shall terminate this Agreement. CONTRACTOR shall maintain adequate logs and timesheets in order to verify costs incurred to date. CONTRACTOR is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of a fully executed Purchase Order from the Finance Department of the City of Dublin. . Exhibit B Page of 1 il EXHIBIT C . CITY shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for CONTRACTOR I S use while consulting with CITY employees and reviewing records and the information in possession of CITY. The location, quantity, and time of furnishing said physical facilities shall be in the sole discretion of CITY. In no event shall CITY be obligated to furnish any facility which may involve incurring any direct expense, including, but not limiting the generality of this exclusion, long- ." distance telephone or other communication charges, vehicles, and reproduction facilities. . . Exhibi t C Page 1 of 1 10/1/96 /2 EXHIBIT D GENERAL PROVISIONS 1. INDEPENDENT CONTRACTOR. At all times during the term of this Agreement, CONTRACTOR shall be an independent contractor and shall not be an employee of CITY. CITY shall have the right to control CONTRACTOR only insofar as the results of CONTRACTOR'S services rendered pursuant to this Agreement; however, CITY shall not have the right to control the means by which CONTRACTOR accomplishes services rendered pursuant to this Agreement. 2. LICENSES: PERMITS: ETC. CONTRACTOR represents and warrants to CITY that he has all licenses, permits, qualifications and approvals of whatsoever nature which are legally required for CONTRACTOR to practice his profession. CONTRACTOR represents and warrants to CITY that CONTRACTOR shall, at his sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals which are legally required for CONTRACTOR to practice his profession. 3. ~. CONTRACTOR shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary for satisfactory performance of CONTRACTOR'S obligations pursuant to this Agreement. 4. INSURANCE REOUIREMENTS. CONTRACTOR shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the CONTRACTOR, his agents, representatives, employees or subcontractors. The cost of such insurance shall be included in the CONTRACTOR'S bid. (a) Minimum SCODe of Insurance. Coverage shall be at least as broad as: 1. Insurance Services Office form number GL 0002 (Ed.l/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability; or Insurance Services Office Commercial General Liability coverage ("occurrence" form CG 0001.) Insurance Services Office form number CA 0001 (Ed. 1/78) covering Automobile Liability, code 1 "any auto" and endorsement CA 0025. Workers' Compensation Insurance as required by the Labor Code of the State of California and Employers Liability Insurance. (b) Minimum Limits of Insurance. limits no less than: 1. General Liability: $1,000,000 combined single limit per occurrence for bodily injury, personal injury and property damage. If commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. Automobile Liability: $1,000,000 combined single limit per accident for bodily injury and property damage. Workers' Compensation and Employers Liability: Workers' 2. 3. CONTRACTOR shall maintain 2. 3. Exhibit D Page 1 of 4 10/1/96 . . . !~ . . . Compensation limits as required by the Labor Code of the State of California and Employers Liability limits of $1,000,000 per accident. (c) Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the CITY. At the option of the CITY, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the CITY, its officers, officials and employees; or the CONTRACTOR shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. (d) Other Insurance Provisions. The policies are to contain, or be endorsed to contain, the following provisions: 1. General Liability and Automobile Liability Coverages. a. The CITY, its officers, officials, employees and volunteers are to be covered as insureds as respects: liability arising out of activities performed by or on behalf of the CONTRACTOR; products and completed operations of the CONTRACTOR, premises owned, occupied or used by the CONTRACTOR, or automobiles owned, leased, hired or borrowed by the CONTRACTOR. The coverage shall contain no special limitations on the scope of the protection afforded to the CITY, its officers, officials, employees or volunteers. b. The CONTRACTOR'S insurance coverage shall be primary insurance as respects the CITY, its officers, officials, employees and volunteers. Any insurance or self-insurance maintained by the CITY, its officers, officials, employees or volunteers shall be excess of the CONTRACTOR'S insurance and shall not contribute with it. c. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the CITY, its officers, officials, employees or volunteers. d. The CONTRACTOR'S insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 2. Workers' Compensation and Employers Liability Coverage. The insurer shall agree to waive all rights of subrogation against the CITY, its officers, officials, employees and volunteers for losses arising from work performed by the CONTRACTOR for the CITY. 3. Professional Liability. CONTRACTOR shall carry professional liability insurance in an amount deemed by the CITY to adequately protect the CONTRACTOR against liability caused by negligent acts, errors or omissions on the part of the CONTRACTOR in the course of performance of the services specified in this Agreement. 4. All Coverages. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, Exhibit D Page 2 of 4 10/1/96 ?" voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the CITY. (e) Acceptabilitv of Insurers. Insurance is to be placed with insurers with a Bests' rating of no less than A:VII. (f) Verification of Coveraae. CONTRACTOR shall furnish CITY with certificates of insurance and with original endorsements effecting coverage required by this clause. The certificates and endorsements for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The certificates and endorsements are to be received and approved by the CITY before work commences. The CITY reserves the right to require complete, certified copies of all required insurance policies, at any time. (g) Subcontractors. CONTRACTOR shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein. (h) The Risk Manager of CITY may approve a variation in those insurance requirements upon a determination that the coverages, scope, limits and forms of such insurance are either not commercially available or that the CITY's interests are otherwise fully protected. 5 . CONTRACTOR NO AGENT. Except as CITY may spec i fy in wri t ing , CONTRACTOR shall have no authority, express or implied, to act on behalf of CITY in any capacity whatsoever as an agent. CONTRACTOR shall have no authority, express or implied, pursuant to this Agreement to bind CITY to any obligation whatsoever. 6. ASSIGNMENT PROHIBITED. No party to this Agreement may assign any right or Obligation pursuant to this Agreement. Any attempted or purported assignment of any right or obligation pursuant to this Agreement shall be void and of no effect. 7. PERSONNEL. CONTRACTOR shall assign only competent personnel to perform services pursuant to this Agreement. In the event that CITY, in its sole discretion, at any time. during the term of this Agreement, desires the removal of any such persons, CONTRACTOR shall, immediately upon receiving notice from CITY of such desire of CITY, cause the removal of such person or persons. 8. STANDARD OF PERFORMANCE. CONTRACTOR shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the prOfession in which CONTRACTOR is engaged in the geographical area in which CONTRACTOR practices his prOfession. All instruments of service of whatsoever nature which CONTRACTOR delivers to CITY pursuant to this Agreement shall be prepared in a substantial, first class and workmanlike manner and conform to the standards of quality normally observed by a person practicing in Contractor's profession. 9. HOLD HARMLESS AND RESPONSIBILITy'OF CONTRACTORS. CONTRACTOR shall take all responsibility for the work, shall bear all losses and damages directly or indirectly resulting to him, to any subcontractor, to the CITY, to CITY officers and employees, or to parties designated by the CITY, on account of the performance or character of the work, Exhibit D Page 3 of 4 10/1/96 . . . . . . 10. 11. unforeseen difficulties, accidents t occurrences or other causes predicated on active or passive negligence of the CONTRACTOR or any subcontractor. CONTRACTOR shall indemnify t defend and hold harmless the CITY t its officers t officials, directors, employees and agents from and against any or all loss, liability, expense, claim, costs (including costs of defense), suits, and damages of every kind, nature and description directly or indirectly arising from the performance of the work. This paragraph shall not be construed to exempt the CITY, its employees and officers from its own fraud, willful injury or violation of law whether willful or negligent. For purposes of Section 2782 of the civil Code the parties hereto recognize and agree that this agreement is not a construction contract. By execution of this agreement CONTRACTOR acknowledges and agrees that he has read and understands the provisions hereof and that this paragraph is a material element of consideration. Approval of the insurance contracts does not relieve the CONTRACTOR or subcontractors from liability under this paragraph. GOVERNMENTAL REGULATIONS. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, CONTRACTOR shall comply with all applicable rules and regulations to which CITY is bound by the terms of such fiscal assistance program. DOCUMENTS. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda or other written documents or materials prepared by CONTRACTOR pursuant to this Agreement shall become the property of CITY upon completion of the work to be performed hereunder or upon termination of the Agreement. Exhibit D Page 4 of 4 10/1/96 ,~ --