Proposal - Response to RFP #08-03

District Attorney Case Management System

Table of Contents
EXECUT!E SUMMAR"##################################################################################################################$
C%ER&s 'a( an) *+stice ,ro+p########################################################################################### $
*+stice (or- in Ca.i/ornia###################################################################################################### 0
CRMES############################################################################################################################### 0
ntegrate) 1or-/.o( Management######################################################################################## 2
nter/ace E3pertise################################################################################################################ 2
De)icate) CRMES S+pport################################################################################################# 2
An Economica. So.+tion######################################################################################################## 2
Commitment to S+ccess####################################################################################################### 4
5!ER!E1 5F CRMES#6ET#######################################################################################################8
CRMES#6ET ,enera. F+nctiona.ity#####################################################################################8
CRMES#6ET 7ey Feat+res an) F+nctiona.ity####################################################################80
FU6CT56A' RE9UREME6TS######################################################################################################:;
PR5*ECT APPR5AC<##################################################################################################################40
Pro=ect 'i/ecyc.e Met>o)o.ogy 5?er?ie(############################################################################40
San *oa@+in Co+nty CRMES Pro=ect 'i/ecyc.e##################################################################40
Pro=ect Scope##################################################################################################################### 8:
Pro=ect Sc>e)+.e################################################################################################################ 83
Pro=ect Con/ig+ration Management#################################################################################### 84
Pro=ect Tec>nica. En?ironment############################################################################################ 88
nitia. Pro=ect Ris- Assessment########################################################################################### 8;
Pro=ect 5rganiAation########################################################################################################### ;:
C%ER ResponsiBi.ities####################################################################################################### ;:
C.ient Ro.es an) ResponsiBi.ities######################################################################################## ;3
Pro=ect Management Approac>########################################################################################### ;0
TRA66, P'A6########################################################################################################################80:
CRMES A)ministrator Training######################################################################################## 80:
En)-User Training############################################################################################################# 80$
MA6TE6A6CE A6D SUPP5RT P'A6##########################################################################################800
<e.p Des- S+pport############################################################################################################ 802
Pro)+ct Upgra)esC Patc>esC Fi3es an) En>ancements####################################################804
EXCEPT56S############################################################################################################################808
E3ceptions an) C.ari/ications############################################################################################ 808
REFERE6CES###########################################################################################################################880
ADDT56A' SER!CES##############################################################################################################882
Sec+rity Assessment Ser?ices########################################################################################## 882
ATTAC<ME6T AD SC<EDU'E 5F PR5*ECT DE'!ERA%'ES###########################################################88;
ATTAC<ME6T %D 56'6E PR5*ECT MA6A,EME6T E6!R56ME6T##############################################8:3
ATTAC<ME6T CD C%ER C<A6,E RE9UEST F5RM###################################################################8:8
ATTAC<ME6T DD C%ER DE'!ER" ACCEPTA6CE F5RM############################################################8:;
ATTAC<ME6T ED CRMES 'CE6SE A6D MA6TE6A6CE TERMS E C56DT56S##########################830
ATTAC<ME6T FD S,6ED AME6DME6TS#####################################################################################838
ATTAC<ME6T ,D DE6TFCAT56 S<EET##################################################################################83:
ATTAC<ME6T <D 1-;##############################################################################################################833
Marc> :8C :008 $
Proposal - Response to RFP #08-03
District Attorney Case Management System
ATTAC<ME6T D 'CE6SES F CERTFCAT56S AS RE9URED#######################################################83$
Marc> :8C :008 0
Proposal - Response to RFP #08-03
District Attorney Case Management System
Executive Summary
5n Be>a./ o/ t>e operationa. +nit responsiB.e /or t>is pro=ectC C%ER State an) 'oca.
,o?ernmentC (e are p.ease) to s+Bmit t>is proposa. in response to t>e District Attorney Case
Management System Re@+est /or Proposa. RFP #08-03# C%ER State an) 'oca. ,o?ernment is
a :C000-person )i?ision o//ering a s+ite o/ state-o/-t>e-art pro)+cts an) specia.iAe) cons+.ting
ser?ices to state an) .oca. agencies# 1it>in t>e State an) 'oca. ,o?ernment organiAationC
C%ER&s 'a( E *+stice So.+tions gro+p is a nationa..y-recogniAe) pro?i)er o/ =+stice so.+tions to
>+n)re)s o/ =+stice agencies nation(i)eC inc.+)ing specia.iAe) cons+.ting ser?icesC integrate)
*+)icia. n/ormation Management so.+tionsC porta.sC an) /+.. /eat+re) =+)icia. an) attorney case
management so.+tions#
C%ERC nc# is a .ea)ing internationa.C e-B+siness integratorC pro?i)ing T ser?ices /or nternet
strategy an) )e?e.opmentC comp.ete .i/e cyc.e system integration G/rom c+stomer @+otation
t>ro+g> cas> co..ectionHC (it> s+perior ?a.+e-price) ser?ices /or Bot> pri?ate an) go?ernment
sector c+stomers# C%ERIs ser?ices are o//ere) on a pro=ect or strategic sta//ing BasisC in Bot>
c+stom an) pac-age en?ironmentsC an) across a.. tec>no.ogy p.at/ormsC operating systems an)
in/rastr+ct+res#
Since 8;4$C C%ER >as earne) a rep+tation as a +ni@+e /irm in a /ast-pace) mar-etp.ace#
C%ER co..aBorates (it> c+stomers to consistent.y an) cost-e//ecti?e.y p.anC e3ec+te an) )e.i?er
>ig>-@+a.ity ser?ices an) res+.ts# C%ER&s cons+.tants are seasone) pro/essiona.s (>o B+i.)
.ong-termC tr+ste) re.ations>ips an) Bring a >ig> .e?e. o/ energyC integrityC e3perienceC an) ?a.+e
to c+stomer (or-# n a))itionC C%ER >as strong partners>ips (it> Best-in-c.ass tec>no.ogy
?en)orsC enaB.ing C%ER to remain oB=ecti?e (>i.e (or-ing (it> c+stomers to )etermine t>e
most appropriate >ar)(areC so/t(areC an) ser?ices to meet t>eir B+siness re@+irements#
C%ER&s s+perior c+stomer care an) t>e )ept> an) Brea)t> o/ ser?ices >a?e res+.te) in
signi/icant repeat B+siness (it> c+stomersC co..aBorating (it> t>em to ma-e optima. +se o/
tec>no.ogy to)ay (>i.e p.anning /or t>e /+t+re# More t>an :C000 c+stomers - inc.+)ing mi)-
mar-et .ea)ers an) many o/ t>e Fort+ne 000 - re.y on C%ER&s e3pertise to .e?erage t>eir
in?estment in tec>no.ogy an) g+i)e t>em into t>e g.oBa. )igita. economy#
CIBERs Law and Justice Group
C%ER&s 'a( an) *+stice ,ro+p is a .ea)ing pro?i)er o/ in/ormation tec>no.ogy pro/essiona.
ser?ices an) so.+tions to =+stice agencies# ts primary /+nction is to pro?i)e so/t(are an)
ser?ices to p+B.ic attorneys# 1e >a?e a .ong >istory in t>is /ie.)J t>e )i?ision >as pro?i)e)
a+tomation pro)+cts an) ser?ices /or /e)era.C stateC an) .oca. go?ernment since 8;28# 5+r
c+stomers inc.+)e go?ernment attorneysC co+rtsC =ai.sC an) in?estigati?e agencies# 5+r ser?ices
co?er e?ery aspect o/ in/ormation tec>no.ogyD imp.ementation o/ C5TS Go//-t>e-s>e./H case
management systemsC c+stom )e?e.opment o/ systemsC so/t(are an) >ar)(are s+pportC
trainingC strategic p.anningC an) *+stice ntegration#
C%ER is a .ea)ing so.+tion pro?i)er o/ Best o/ Bree) an) open stan)ar)s-Base) tec>no.ogies in
.a( an) =+sticeC pro?i)ing so.+tions to o?er 8:0 =+stice agencies nation(i)e inc.+)ing se?era.
Marc> :8C :008 $
Proposal - Response to RFP #08-03
District Attorney Case Management System
state-(i)e .a( an) =+stice so.+tions /or A.as-aC !ermontC MississippiC an) 'o+isianaC an) /or
many .arge metropo.itan areas s+c> as C>icago an) San *ose#
C%ERIs 'a( an) *+stice ,ro+p pro?i)e /.e3iB.e case management so.+tions /or prosec+ting
attorneys# 5+r estaB.is>e) an) respecte) app.icationC CRMES GCase Recor)s Management
an) E3c>ange SystemHC (as origina..y )e?e.ope) in 8;;8# CRMES is no( insta..e) in o?er 8:0
c+stomer o//ices /rom coast to coast# T>e app.ication trac-s cases an) in?estigationsC
a+tomates t>e pro)+ction o/ )oc+ments an) reportsC pro?i)es ca.en)aring too.sC an) o//ers a /+..
range o/ /+nctiona.ity necessary to go?ernment attorneys# 1e are a.so aB.e to tai.or t>e pro)+ct
to meet c.ient&s .oca. practices an) pre/erences an) to meet +ni@+e B+siness processes o/ eac>
o/ o+r c+stomers as necessary#
T>e 'a( an) *+stice ,ro+p consists o/ o?er 40 emp.oyees inc.+)ing attorneysC ana.ystsC
programmersC )ataBase engineersC comm+nications specia.istsC pro=ect managersC trainersC an)
so/t(are s+pport personne.# Most o/ o+r sta// >as more t>an /i?e years o/ e3perience (or-ing
speci/ica..y (it> prosec+ting attorneys# 5+r pro=ect managersC B+siness ana.ystsC programmersC
an) c+stomer s+pport team are a.. ?ery /ami.iar (it> t>e B+siness processes o/ go?ernment
attorneys an) are (e.. ac@+ainte) (it> t>e c>a..enges an) )eman)s /acing prosec+tors#
Justice work in California
C%ER&s 'a( an) *+stice ,ro+p is +ni@+e.y sit+ate) to accomp.is> t>e a+tomation goa.s o/ t>e
San *oa@+in Co+nty District Attorney (it> t>e ma=ority o/ o+r sta// resi)ing in SacramentoC CA#
an) !anco+?erC 1A# Go+tsi)e Port.an)C 5RHC t>ere/ore Bene/iting /rom e//icient tra?e. to an) /rom
Stoc-tonC CA#
C+rrent.y (e >a?e 'a( an) *+stice sta// )ep.oye) in San *oseC CA# (or-ing at t>e 5//ices o/ t>e
Santa C.ara Co+nty District Attorney on se?era. pro=ects inc.+)ing a migration /rom t>e CRMES
C.ientFSer?er p.at/orm to t>e CRMES#6ET p.at/orm an) managing T /aci.ities an) >e.p )es-
management# 1e >a?e a.so Beg+n an e3citing ne( pro=ect Gin partners>ip (it> t>e Santa C.ara
Co+nty District AttorneyH creating a crimina. /orensic .aB app.ication or 'MS G'aBoratory
n/ormation Management SystemH to Better ser?e t>e San *ose area&s .a( en/orcement
agencies# 1e are .e?eraging t>e CRMES#6ET app.ication /rame(or- /or t>is (or-#
1it> o?er 8:0 c.ient o//ices nation(i)e an) /o+r state-(i)e insta..ationsJ (e are e3perts in t>e
crimina. =+stice )omain an) t>is is (>y (e >a?e Been as-e) to s+pport 88 a))itiona. Ca.i/ornia
*+stice Agency c.ients Gattorneys an) co+rtsH as (e.. as a ?ariety o/ )ata integration e//orts to
enaB.e t>e .a( an) =+stice comm+nity e.ectronica..y s>are in/ormation#
CRIMES
C%ER intro)+ce) CRMES ?8#0 Base) on#6ET tec>no.ogy Gre/erre) to as KCRMESL
t>ro+g>o+t t>e remain)er o/ t>is )oc+mentH in :003# T>is pro)+ct is a compre>ensi?e case
management systemC )esigne) By an) /or p+B.ic attorneys# CRMES >e.ps manage a.. aspects
o/ a case an) /eat+res inte..igentC a+tomate) generation o/ case )oc+ments an) reports# T>e
CRMES so.+tion /+..y integrates case processing an) reportingC .ega. s+pportC an) case e?ent
trac-ing acti?ities# T>e CRMES system pro?i)es capaBi.ities to scan an) recor) e3terna. /i.esC
so attorneys can re/erence a.. case e?i)ence an) )oc+ments /rom one .ocation# Re.ate) cases
Marc> :8C :008 0
Proposal - Response to RFP #08-03
District Attorney Case Management System
can Be a+tomatica..y or man+a..y .in-e) toget>erC ma-ing it simp.e to see a.. t>e matters
in?o.?ing a partic+.ar person or inci)ent across m+.tip.e teams (it>in t>e o//ices o/ t>e District
Attorney#
Integrated Workfow Manageent
T>e CRMES system inc.+)es a /+..y integrate) (or-/.o( engine t>at a..o(s o+r c+stomers to
manage t>e acti?ities an) interna. comm+nications (it>in t>eir o//ices Base) on t>eir o(n
strategies an) )esires M (>ic> o/ten c>anging (ee-.y or )ai.y M to ens+re not>ing s.ips t>ro+g>
t>e crac-s an) to enaB.e a more strategic monitoring o/ e?ents# T>an-s to CRMES (e e3pect
more /rom a case management system t>an acceptingC storingC an) retrie?ing case )ata#
CRMES manages r+.es to monitor /or speci/ic e?ents Gan) act (>en one is )isco?ere)H to
ac>ie?e a m+c> >ig>er .e?e. o/ a+tomation t>an e?er Be/ore#
Interface E!pertise
Most CRMES imp.ementation pro=ects in?o.?e )ata e3c>ange re@+irementsC an) (e >a?e
repeate).y pro?en o+r aBi.ity to constr+ct s+ccess/+. inter/aces (it> .a( en/orcementC co+rtC an)
correction systems# 1e are .ong stan)ing memBers o/ t>e 1, Gn)+stry 1or-ing ,ro+pH on
ntegrate) *+stice sponsore) By t>e Unite) State) Department o/ *+sticeC %+rea+ o/ *+stice
A//airsC to imp.ement c+rrent an) comp.iant *+sticeXM' e3c>ange points Bet(een =+stice
agencies as (e.. as rea.-time *+stice )ata co..ection an) aggregation#
"edicated CRIMES Support
C%ER maintains a )e)icate) CRMES s+pport sta// to assist o+r c+stomers# 1e rep.icate o+r
c+stomer&s tec>nica. en?ironment in o+r o//icesC so o+r s+pport sta// memBers >a?e )irect
access to t>e system con/ig+ration presente) to t>e en)-+ser# S+pport is a?ai.aB.e :$ >o+rs a
)ayC se?en )ays a (ee- /or emergencies ?ia o+r to.. /ree n+mBer an) t>e sta// t>at ans(ers are
t>e peop.e t>at (or- on CRMES )ep.oyment pro=ects# 5+r CRMES >e.p )es- is not
o+tso+rce) an) a.. o/ t>e sta// resi)e in t>e Paci/ic Time None#
#n Econoical Solution
C%ER >as signi/icant e3perience pro?i)ing its CRMES pro)+ct an) re.ate) ser?ices to
prosec+tors an) attorney genera.s at stateC co+ntyC an) city .e?e.s# 1e >a?e Been (or-ing (it>
p+B.ic attorney c+stomers /rom coast to coast an) t>ro+g> t>ese e3periences (e >a?e re/ine)
o+r imp.ementation processes to a >ig> .e?e. o/ e//iciency an) economic consi)eration# 1e o//er
a specia.iAe) approac> to creating inter/aces (it> ot>er .a( an) =+stice agencies to minimiAe
.aBor costsC e3pe)ite inter-agency comm+nicationC mitigate ris-C an) protect in?estment# 5+r
CRMES so/t(are .icensing is competiti?e.y price) an) o+r con/ig+ration ser?ices yie.) res+.ts
(it> s+B=ect matter e3pertiseC so t>ey get it rig>t t>e /irst time#
Marc> :8C :008 2
Proposal - Response to RFP #08-03
District Attorney Case Management System
Coitent to Success
C%ER is committe) to pro?i)ing t>e reso+rcesC t>e timeC an) t>e e//ort an) toget>er (it> San
*oa@+in Co+nty (i.. s+ccee) in t>is pro=ect# 1e (i.. Be yo+r cons+.tant an) a)?isor on t>e
pro=ectC B+t most important.yC (e (i.. Be a partner an) participant in yo+r s+ccess# 1e are tr+.y
e3cite) aBo+t (or-ing (it> t>e San *oa@+in Co+nty District Attorney to imp.ement a case
management system t>at meets a.. o/ San *oa@+in Co+nty&s nee)s#
Marc> :8C :008 4
Proposal - Response to RFP #08-03
District Attorney Case Management System
Overview of CRIMES.NET
T>e CRMES system is C%ER&s .atest CRMES p.at/orm contin+ing t>e tra)ition o/ >e.ping
prosec+tor o//ices across t>e co+ntry (it> a s+perior pro)+ct s+pporte) By a )e)icate) team#
T>is section pro?i)es an o?er?ie( o/ t>e CRMES app.ication#
CRIMES$%E& General 'unctionalit(
C%ER&s .atest CRMES p.at/ormC CRMESC is 800O Bro(ser-Base) (>ic> enaB.es systems to
Be connecte) to t>e net(or- an) imme)iate.y r+n t>e CRMES app.ication# 1or-stations an)
.aptops )o not nee) specia. con/ig+ration to Be KCRMES-rea)yL an) are re/erre) to as a KAero
c+stomerL or Kt>in-c+stomer#L Con?enience asi)eC t>is sa?es prosec+ting o//ices s+Bstantia.
timeC energyC managementC an) tro+B.es>ooting s+pport#
CRMES is /+..y integrate) (it> t>e Microso/t )es-top# T>e >ome page can Be set to t>e
CRMES app.ication an) Bro(ser pre/erencesC too.Bars settingsC an) /a?orites (i.. interact
)irect.y (it> t>e CRMES app.ication# A.. B+i.t-in Bro(ser /+nctiona.ity inter-operates seam.ess.y
(it> CRMES# For e3amp.eC t>e print pre?ie( Bro(ser /+nction enaB.es Ka+tomaticL pre?ie(ing
o/ app.ication pages /rom any(>ere in t>e CRMES app.ication#
Marc> :8C :008 8
Proposal - Response to RFP #08-03
District Attorney Case Management System
6a?igation is int+iti?e an) e3treme.y e//icient Beca+se CRMES /o..o(s t>e stan)ar)s an)
con?entions t>at a.. Bro(ser app.ications +se s+c> as t>e K%ac-L B+tton an) t>e +se o/
>yper.in-s#
<yper.in-s are +se) t>ro+g>o+t t>e CRMES app.ication as a means o/ na?igation# 1>en
?ie(ing a caseC i/ more )etai. on one o/ t>e )e/en)ants is nee)e)C =+st c.ic- on t>e )e/en)ant&s
name to Kgo t>ere#L A/ter ?ie(ing t>e )etai.sC c.ic- t>e KBac-L B+tton to ret+rn to t>e case screen#
<yper.in-s a.so (or- across Bro(ser /rames in CRMES an) (it> ot>er system app.ications to
ac>ie?e a >ig> .e?e. o/ inter-operaBi.ity# For e3amp.eC >o.)ing )o(n t>e S>i/t -ey an) c.ic-ing on
t>e KSearc>L option in t>e .e/t->an) na?igation (i.. )isp.ay t>e searc> screen in a separate
(in)o(# Anot>er e3amp.e o/ t>is po(er/+. interoperaBi.ity (i.. a..o( +sers to scro.. t>ro+g> a .ist
o/ searc>e) cases an) (i.. pro?i)e t>e )etai.s in pop-+p (in)o(#
Marc> :8C :008 ;
Proposal - Response to RFP #08-03
District Attorney Case Management System
T>e CRMES app.ication ma-es +se o/ t>e stan)ar) constr+cts o/ na?igationC /+nctionsC an)
/eat+res# T>e o?era.. .oo- an) /ee. is e3treme.y int+iti?e as it is consistent (it> typica. on.ine
Ban-ing or retai. s>opping Bro(ser-Base) app.ications# Most en) +sers .og onto CRMES /or
t>e /irst time an) imme)iate.y /ee. com/ortaB.e mo?ing aro+n)#
T>is consistency >as >a) a pro/o+n) e//ect on C%ER&s CRMES training program since many
o/ o+r tra)itiona. CRMES training c.asses >a?e s>i/te) /oc+s /rom Kgetting CRMES to )o (>at
yo+ (antL to more )etai.e) topics /oc+se) on >o( to app.y t>e po(er o/ CRMES in a
prosec+tor&s o//ice#
CRIMES$%E& )e( 'eatures and 'unctionalit(
CRMES encompasses t>e /o..o(ing -ey /eat+res an) /+nctiona.ityD
Compre>ensi?e Case Management
Compre>ensi?e E?ent Management
ntegrate) Doc+ment ,eneration
ntegrate) 1or-/.o( Management
Con/ig+ration Management
App.ication Reports
A)->oc Reporting
Sec+rity Management an) A)ministration
Marc> :8C :008 80
Proposal - Response to RFP #08-03
District Attorney Case Management System
DataBase Sc>ema
Eac> o/ t>e aBo?e .iste) -ey /eat+res is )escriBe) Be.o( in more )etai.#
Copre*ensi+e Case Manageent
T>e CRMES system enaB.es C%ER to pro?i)e a compre>ensi?e case management system /or
a.. types o/ p+B.ic attorney o//ices inc.+)ing Attorney ,enera.sC City attorneysC Co+nty attorneysC
P+B.ic or n)igent De/enseC Co+nty Co+nci. o//icesC State .a( agenciesC A)ministrati?e .a(
=+)gesC an) n+mero+s @+asi-go?ernmenta. agencies# 1it> to)ay&s B+)geting constraints an)
increasing case .oa)sC CRMES pro?i)es t>e >ig>est .e?e.s o/ a+tomate) (or-/.o(C integrate)
)oc+ment generationC an) a Kcatc>-a..L mo)e. comp.ement to a))ress critica. .ega. matters so
not>ing /a..s t>ro+g> t>e crac-s#
To meet t>ese c>a..enges CRMES inc.+)es t>e aBi.ity to c+stomiAe an) manage a.. o/ t>e
/o..o(ing types o/ .a(D
Crimina. Ta3
*+?eni.e De.in@+ency C<PS
!ictimF1itness 'itigation
Di?ersion Contracts
For/eit+re E.ection
Con)emnation Appea.s
Fami.y 'a( A)?iceF5pinions
CommitmentF!+.neraB.e A)+.t A)ministrati?e Action
1it> CRMES o//ice a)ministrators can easi.y set+p an) maintain t>e case management
app.ication to meet t>e entire o//ices nee)s# T>ere are t>ree ma=or areas t>at a..o( /or easy
case management c+stomiAation (it>o+t any tec>nica. assistanceD
ABi.ity to )e/ine ne( Case Types an) S+Btypes
ABi.ity to )e/ine ne( Participant Ro.es
ABi.ity to a)) .imit.ess KDetai.L /ie.)s in a.. ma=or case an) participant trac-ing areas
CRMES (i.. a+tomatica..y integrate t>ese c+stomiAations into e3isting reportsC searc>es an)
e3terna. inter/aces seam.ess.y#
Case Types and Subtypes
Case Types an) case S+Btypes are con/ig+re) in CRMES to yo+r speci/ications# T>is enaB.es
teams o/ attorneys or %+rea+s (it>in t>e .a( o//ice to estaB.is> an) manage cases in t>e most
e//icient manner possiB.e# t a.so .e?erages t>e ot>er /eat+res o/ t>e CRMES system inc.+)ing
Marc> :8C :008 88
Proposal - Response to RFP #08-03
District Attorney Case Management System
t>e Compre>ensi?e E?ent ManagementC ntegrate) Doc+ment ,eneration an) t>e ntegrate)
1or-/.o( Management#
Speci/ic /+nctions inc.+)eD
Case At-A-,.ance GCase S+mmaryH
,enera. Case n/ormation
nci)ents
E?ents
Ser?ice
S+Bpoena
Tic-.ers
Case Costs
Fees an) Receipts
Doc+ments an) Attac>ments
6otes
Participant At-A-,.ance GParticipant S+mmaryH
,enera. Participant n/ormation
%ai.C Re.ease an) Con)itions
C>arges an) A..egations
C>arge Dispositions
Sentencing
Di?ersion
A7A
Contact in/ormation
Attorney
Restit+tion
6e( Case TypesC s+c> as 1e./are Fra+) n?estigation or Dr+g cases may Be in)epen)ent.y
trac-e) /or statisticsC /+./i..ing grant p+rposes or to pro?i)e more )etai.e) management#
T>e screen s>ot Be.o( i..+strates t>e ease at (>ic> yo+r a)ministrator can a)) a ne( Case
TypeD
Marc> :8C :008 8:
Proposal - Response to RFP #08-03
District Attorney Case Management System
5nce t>e ne( case type K1e./are Fra+) n?estigationsL is a))e)C it (i.. Be a?ai.aB.e as a
possiB.e case type to en) +sers .ogging in ne( cases#
F+rt>ermoreC Case S+Btypes /or 1e./are Fra+) n?estigation cases may Be )e/ine) By an o//ice
a)ministratorC s+c> as C>i.) Care Assistance Fra+) or D+p.icate Ai) Fra+)#
Case S+Btypes are a?ai.aB.e in t>e B+siness r+.es to enaB.e a+tomate) (or-/.o( speci/ica..y /or
t>ese S+Btypes# R+.es can Be )e/ine) to sen) tic-.ers or emai. noti/ications to speci/ic sta//
Marc> :8C :008 83
Proposal - Response to RFP #08-03
District Attorney Case Management System
memBersC an) e?ent management can Be imp.emente) to trigger a se@+ence o/ e?ents /or
cases#
Participant Roles
Stan)ar) participant ro.es inc.+)e 5//icersC De/en)antsC *+?eni.e De.in@+entsC !ictimsC
1itnessesC 'itigantC Fami.y 'a( Party an) C>i.)C C<PS C>i.) an) ParentC Tr+antsC Sc>oo.s an)
,enera.# A))itiona. participant ro.es can Be speci/ica..y )e/ine) By o//ice a)ministrators to
enaB.e t>e CRMES system to pro?i)e ser?iceC correspon)enceC sc>e)+.ing managementC
)oc+ment generation an) reporting /or en) +sers o/ t>e system#
Detail Fields
T>e KDetai.L /ie.)s s+c> as Case Detai.C Person Detai.C etc# /o+n) (it>in t>e case management
screens (ere )e?e.ope) p+re.y /or yo+r /+t+re /.e3iBi.ity o/ t>e system# t enaB.es t>e
a)ministrator to enter a )escription o/ a c>aracteristic to Be trac-e) aBo+t a caseC personC etc#
For e3amp.eC i/ t>e Co+nty nee)e) to trac- a))itiona. in/ormation re.ate) to t>e Fra+) cases t>at
is not pro?i)e) o+t o/ t>e Bo3 in CRMESC t>e co+nty a)ministrator co+.) a)) K1e./are Dept#
Case 6+mBerL to t>e Detai.s co)e taB.e# 6o(C a +ser entering t>e in/ormation (o+.) se.ect t>e
?a.+eC an) in t>e accompanying /ie.)C enter t>e act+a. n+mBer# T>ese Detai. /ie.)s are integrate)
in ot>er areas o/ t>e system /or +se in )oc+mentsC e?entsC an) searc>es a+tomatica..y#
Copre*ensi+e E+ent Manageent
CRMES inc.+)es a compre>ensi?e e?ent management# T>e e?ents screen pro?i)es critica.
procee)ings /or eac> case in t>e systemC stores e?ent )etai.sC an) enaB.es t>e CRMES system
to trigger (or-/.o( Base) on t>e pre/erences in yo+r o//ice# T>is /eat+re a.so manages t>e
ca.en)aring integration /eat+res (it> t>e most pop+.ar t>ir)-party too.s#
Speci/ic /+nctions inc.+)eD
Case E?ent Management
Co+rt E?ent Management
Participants Associate) (it> E?ents
E?ent 5+tcomesFRes+.ts
Marc> :8C :008 8$
Proposal - Response to RFP #08-03
District Attorney Case Management System
Dea).ine Management
Restit+tion Trac-ing
nterna. Meetings on Matters
Recor)ing 6otes on E?ents
E?ent Detai.s
E?ent an) Ca.en)ar Reports
Doc-et Data Management
T>is screens>ot s>o(s t>e E?ents screen# T>e top portion o/ t>e screen is +se) to /i.ter t>e
e?ents /or t>e case /or e3amp.e By t>e KCo+rtL E?ent Category an) t>en on.y t>e Co+rt E?ents
(i.. Be )isp.aye)# T>e +ser co+.) t>en print t>e report .isting a.. o/ t>eir co+rt e?ent /or t>is case#
CRMES reports enaB.e @+ic- re/erence to a.. types o/ e?ents /i.tere) By sets o/ criteria s+c> asJ
in a speci/ic co+rt roomC on a speci/ic )ateC an) By a speci/ic attorney#
Marc> :8C :008 80
Proposal - Response to RFP #08-03
District Attorney Case Management System
T>e E?ent Doc-et Report Kt+rns intoL a )ata entry /orm to @+ic-.y an) easi.y recor) e?ent res+.ts
/or an entire )oc-et a/ter co+rt an a..o( t>e +ser to resc>e)+.e or set +p t>e ne3t co+rt
sc>e)+.e) e?ents#
Integrated "ocuent Generation
CRMES integrate) )oc+ment generation system inte..igent.y .e?erages case )ata inc.+)ing
e?entsC participants an) a.. ot>er in/ormation pertinent to t>e case (>en generating t>e
necessary .ega. )oc+ments# T>e system enaB.es t>e a+tomation o/ a.. t>e )oc+ments
necessary /or .a( o//ices inc.+)ing c>arging an) in)ictment )oc+mentsC motionsC .ettersC an)
s+Bpoenas#
T>is /eat+re enaB.es t>e creation an) maintenance o/ temp.ates inc.+)ing te3t an) ?ariaB.e te3t
t>at go into t>e )oc+ments (>en en) +sers generate t>em# !ariaB.e te3t inc.+)es case )ata t>at
is a+tomatica..y p+..e) /rom casesC speci/ic @+estions are t>en ans(ere) eac> time a )oc+ment
is generate)C an) pre-)e/ine) c>oice .ists#
Speci/ic /+nctions inc.+)eD
C>arging Doc+ment %+i.)er
Motion an) %rie/ %an-s
S+Bpoena generation
S+Bpoena Ser?ice an) Response
Form 'etters
*+ry nstr+ctions
ntegration (it> Microso/t 1or)
Comp.ete Doc+ment <istory
Stat+te 'ang+age Maintenance
T>e ntegrate) Doc+ment ,eneration system is tie) into t>e ntegrate) 1or-/.o( so )oc+ments
can Be generate) a+tomatica..y Base) on triggering e?ents# For e3amp.eC a /orm .etter to a
?ictim can Be a+tomatica..y generate) as a res+.t /rom an arraignment#
Fo..o(ing is an e3amp.e o/ >o( to integrate San *oa@+in&s e3isting .ega. )oc+ment temp.ates
into CRMES#
Marc> :8C :008 82
Proposal - Response to RFP #08-03
District Attorney Case Management System
FirstC t>e temp.ate a)ministrator (o+.) open t>e e3isting .ega. )oc+ment temp.ate +sing
5pen5//ice# 5pen5//ice (i.. open .ega. )oc+ment temp.ates t>at (ere origina..y create) in MS
1or)C 1or)Per/ect or MS Doc+ment Temp.ates#
Secon)C t>e a)ministrator (o+.) a)) t>e tags /rom a >an)yC CRMES c+stomiAe) men+ /or t>e
?ariaB.e te3t t>at nee)s to Be p+..e) in /rom t>e case /or t>at speci/ic )oc+ment an) sa?e it (it>
an #o)t e3tension# T>e e3amp.e Be.o( is a s+Bpoena#

T>ir) t>e a)ministrator (o+.) +p.oa) t>e temp.ate to CRMESP#it is no( a?ai.aB.e to t>e en)
+sers to +ti.iAe on a case#
5nce t>e +ser generates t>e )oc+ment +sing t>e temp.ateC it (i.. .oo- .i-e t>isP
Marc> :8C :008 84
A.. te3t >ig>.ig>te) in ye..o(
are areas (>ere ?ariaB.e
te3t (i.. Be p+..e) into t>e
)oc+ment /rom t>e case#
Proposal - Response to RFP #08-03
District Attorney Case Management System
6oteD >ig>.ig>ting (as on.y +se) /or i..+strati?e p+rposes on.y#
Integrated Workfow Manageent
T>is is t>e most +ni@+e an) po(er/+. /eat+re o/ t>e CRMES system# t pro?i)es t>e aBi.ity to
stream.ine (or-/.o( inc.+)ing case stat+sC emai. an) tic-.er comm+nicationC e?ent triggers an)
res+.tsC t>e creation o/ )oc+ments an) more#
T>is component is t>e /o+n)ation /or a.. ot>er areas o/ t>e CRMES system# t monitors a..
procee)ings a.. t>e time an) ta-es action as necessary# "o+r o//ice is empo(ere) to create a.. o/
t>e (or-/.o( r+.es an) triggers as (e.. as t>e on-going management o/ t>em# T>is enaB.es t>e
.a( o//ice to Be e3treme.y agi.e an) proacti?e in contro..ing (>at is going on in t>e o//iceJ ens+re
t>at critica. steps in >an).ing cases an) e?ents are recei?e) time.y an) acc+rate.yJ an) t>at t>e
case participants recei?e proper ser?ice an) noti/ication (>en t>ey nee) it# T>e en) res+.t is
t>at not>ing Ks.ips t>ro+g> t>e crac-s#L
T>e CRMES system inc.+)es an interna. tic-.er system t>at )isp.ays remin)ers to +sers on
t>eir K)as> Boar)L (>en t>ey .og onto t>e system# T>ere are many )i//erent types o/ tic-.ers t>at
can Be )e/ine) an) +ti.iAe) By .a( o//ices inc.+)ing notes /rom ot>ers in t>e o//iceC a.erts or
ac-no(.e)gements as )esire)C an) eac> tic-.er >as a >yper.in- so i/ more )etai. is nee)e) it&s
=+st one c.ic- a(ay#
Marc> :8C :008 88
Proposal - Response to RFP #08-03
District Attorney Case Management System
CRMES ntegrate) 1or-/.o( is e3treme.y /.e3iB.e an) a..o(s +sers to a)) one or more o/ t>e
/o..o(ing items as criteria /or t>e triggerGsHD
Criteria Description
Case Criteria:
Case F.ag
Pro?i)es t>e aBi.ity to i)enti/y or pro/i.e a case t>at nee)s )i//erent
processesC o+tcomes or consi)eration t>an a typica. case#
Case S+Btype Use) to /+rt>er re/ine an) i)enti/y cases (it>in a case type#
Case Stat+s
Case Stat+s Date
)enti/ies (>ere t>e case is in t>e =+stice system process an) t>e
associate) )ate#
Case Type A..o(s t>e +ser to speci/y (>ic> case types t>e B+siness r+.e
s>o+.) app.y to#
C.osing Reason
C.osing Reason Date
)enti/ies t>e reason t>e case is Being c.ose) an) t>e associate)
)ate#
C.osing S+B-reason Use) to /+rt>er re/ine t>e reason t>e case is Being c.ose)#
Stat+te Category De/ines t>e category o/ t>e stat+te /or t>e o//ense#
5//ense Category n)icator o/ t>e o//ense )escriBe) By t>e inci)ent /or a case#
Person Criteria:
Case Participant F.ag
Pro?i)es t>e aBi.ity to i)enti/y or pro/i.e a participant t>at nee)s
)i//erent processesC o+tcomesC or consi)eration t>an a typica.
participant#
Person A.ert Pro?i)es t>e aBi.ity trac- )ata aBo+t a personC s+c> as a K1arrant
/or ArrestLC t>at (o+.) Be s>are) across a.. cases t>at t>e person
is in?o.?e) in#
Di?ersion Program Use) to i)enti/y a?ai.aB.e )i?ersion programs /or a case type t>at
co+.) pro?i)e a.ternati?e o+tcomes /or t>e )e/en)ant on a case#
Di?ersion Stat+s )enti/ies (>ere t>e participant is in t>e )i?ersion program#
Event Criteria:
Co+rt
Co+rt Type
A..o(s t>e +ser to speci/y t>e co+rt to trigger a B+siness r+.e#
E?ent Type
E?ent Category
DescriBes t>e acti?ity /or a speci/ic e?ent t>at can Be +se) on a
case#
E?ent Res+.t )enti/ies t>e o+tcome o/ any e?ent Base) on t>e case type#
S+Bpoena SentQ )enti/ies (>et>er a s+BpoenaGsH >a?e Been sent re.ate) to t>e
e?ent or not#
Document Criteria: A..o(s t>e +ser to se.ect t>e appropriate )oc+ment temp.ateC s+c>
Marc> :8C :008 8;
Proposal - Response to RFP #08-03
District Attorney Case Management System
Criteria Description
Temp.ate Type as KS+BpoenaLC to trigger a B+siness r+.e#
Temp.ateFTemp.ate
,ro+p
A..o(s t>e +ser to se.ect t>e appropriate )oc+ment temp.ate
gro+pC s+c> as a KFami.y 'a( PetitionL to trigger a B+siness r+.e#
T>e triggering criteria can Be a)apte) to meet t>e precise process or (or-/.o( nee)s# 5nce t>e
+ser >as /inis>e) se.ecting t>e triggersC t>ey can t>en set one o/ t>e /o..o(ing si3 o+tcomes t>at
(i.. Be /ire) By t>e system any time t>e triggers are metD
8# Appointments M CRMES >as t>e aBi.ity to sen) ca.en)ar engagements to a Microso/t
5+t.oo- E3c>ange Ser?ers or a 6o?e.. ,ro+p(ise Ser?er#
:# Case Stat+s C>ange M Base) on t>e criteriaC CRMES (i.. c>ange t>e case stat+s as
speci/ie) in t>e B+siness r+.e#
3# Doc+ment CRMES (i.. a+tomatica..y create a ne( )oc+ment Base) +pon t>e
triggering criteria speci/ie)#
$# E?ent M CRMES creates a ne( E?ent Base) +pon t>e triggering criteria speci/ie)#
0# Emai. M CRMES >as t>e aBi.ity to sen) emai.s to a Microso/t 5+t.oo- E3c>ange Ser?er
or a 6o?e.. ,ro+p(ise Ser?er#
2# Tic-.ers M Base) +pon t>e criteriaC t>e system (i.. a+tomatica..y sen) tic-.ers to t>e
speci/ie) recipients#
A)ministrators can a)) as many B+siness r+.es as re@+ire) to >an).e t>e o?era.. ntegrate)
1or-/.o( /or yo+r o//ice#
Marc> :8C :008 :0
Proposal - Response to RFP #08-03
District Attorney Case Management System
Creating a B+siness r+.e (it> C%ER&s CRMES app.ication is as simp.e as 8P:P3#
T>e screens>ot aBo?e i..+strates t>e /o..o(ingD
A tic-.er (i.. Be a+tomatica..y create) (>en a KSentencingL e?ent >as Been a))e) By any
+ser /or a.. A)+.t Crimina. cases#
T>e tic-.er (i.. Be )e.i?ere) t>ree )ays Be/ore t>e sentencing e?ent is to occ+r#
T>e tic-.er (i.. Be )e.i?ere) to a.. o/ t>e assigne) sta// /or t>e case in t>e KAssigne) AttorneyL
ro.e#
T>ere are an in/inite amo+nt o/ comBinations o/ criteria an) actions t>at can Be +se) to
a+tomate o//ice (or-/.o(# Eac> trigger is )e/ine) By t>e o//ice a)ministrator GCase TypeC Case
S+BtypeC E?entC Co+rtC etc#H# 1it> CRMES ntegrate) 1or-/.o( C%ER passes agi.ity a.ong to
o+r c+stomers# C+stomers can no( )eci)e to Begin monitoring speci/ic e?ents an) imp.ement
t>e r+.e in t>e CRMES systemC an) t>e e?ents are imme)iate.y acti?e M a.. (it>o+t
programming t>ro+g> an int+iti?eC a)ministrator /rien).y screen#
Marc> :8C :008 :8
8H T>e +ser enters
genera. in/ormation
aBo+t t>e B+siness
r+.e in t>is section#
:H <ereC t>e +ser
B+i.)s t>e
triggering criteria#
3H Fina..yC t>e +ser
se.ects t>e res+.t or
o+tcome t>at t>ey
are .oo-ing /or#
Proposal - Response to RFP #08-03
District Attorney Case Management System
Con,guration Manageent
C%ER >as imp.emente) an e3treme.y /.e3iB.e con/ig+ration management system into t>e
CRMES pro)+ct t>at is secon) to none# T>e initia. pro)+ct imp.ementation presents imme)iate
Bene/its to t>e o//ice By enaB.ing a m+c> greater .e?e. o/ e3tensiBi.ity an) contro. t>an e?er
Be/ore# 1e +n)erstan) t>at o+r c+stomer&s nee)s c>ange o?er time so t>e CRMES
Con/ig+ration Management is an on-going )ynamic /eat+re manage) By yo+r a)ministrators#
T>e CRMES system a..o(s /or m+c> more t>an Co+nty speci/ic categorica. in/ormation#
T>ro+g> t>e con/ig+ration management /eat+re CRMES a..o(s yo+r a)ministrators to .e?erage
e3isting /eat+res in t>e case management system to app.y to t>e ne(C speci/ic in/ormation# For
e3amp.eC instea) o/ .imiting t>e Base pro)+ct (it> speci/ic case typesC case c.asses are B+i.t into
t>e pro)+ct t>at can Be in>erite) /or t>e )e/inition o/ Bran) ne( case types an) s+B-case types#
T>is /+nction is )one By o//ice a)ministrators (it>o+t t>e nee) /or programmers an) a..o(s t>em
to tie e3isting /+nctiona.ity on screens an) cases to meet yo+r Co+nty nee)s#
T>e CRMES system a..o(s t>e e3tension o/ /+nctiona.ity t>ro+g> t>e +se o/ )ynamic co)e
taB.es inc.+)ingD
Marc> :8C :008 ::
Proposal - Response to RFP #08-03
District Attorney Case Management System
A))ress Type
Appraisa. So+rce
Appraisa. Type
Assistance Type
%ai. Type
%ar Stat+s
Case Rating
C>arge F.ag Type
C>arge Stat+s
C<PS Petition 5+tcome
C<PS Petition Stat+s
C<PS Petition Type
C<PS P.acement Type
C.aim Stat+s
C.aim Type
C+stomer Department
Contact Type
Contract Type
Co+ntry
Co+rt Type
DisaBi.ity
District Type
Di?ision
Dr+g
Dr+g Unit
E.ecte) 5//ice
E?ent Category
E3pense Category
Eye Co.or
Fat>er Stat+s
Fee Type
Fi.e 'ocation
For/eit+re Property
Disposition
For/eit+re Property Stat+s
For/eit+re Property Type
,en)er
,o?ernmenta. Unit
,+i)e.ine Depart+re
<air Co.or
C1A Stat+s
nci)ent Detai. Type
*+?eni.e C+sto)y
Commitment 'ocation
*+?eni.e P.acement Faci.ity
*+?eni.e Stat+s
'ang+age
Ser?ice Response
Stat+te 20;88 5+tcome
Ta-ing Type
Ta3 Property Type
Times>eet Acti?ity Type
!ictim Contact F.ag
!ictimiAation Type
A))itiona. Doc+ments Ser?e)
Case Detai. Type
Case F.ag Type
Case Participant F.ag Type
Case S+Btype
C.osing Reason
Di?ersion ne.igiBi.ity Reason
Di?ersion Program
Di?ersion Stat+s
E?ent Detai. Type
*+)ge Type
5//ense Category
7ey(or)
Party Type
SentenceFDisposition P>ase
SentenceFDisposition Type
Ser?ice Met>o) Type
%ai. Con)ition Type
%i.. Co)e
Case Stat+s
C>arge Disposition
C>arge Mo)i/ier Type
City
Co+nty
Co+rt Room
District
Di?ersion C.ass Room
Di?ersion Con)ition
Emp.oyee 1or- ,ro+p
E?ent Type
Re/erra. S+Btype
SentenceFDisposition Con)ition
Sta// Type G(as Ro.eH
State
Times>eet Category
Unit
Attorney
Case Participant Ro.e
Case Type
C>arge Disposition Reason
Marc> :8C :008 :3
Proposal - Response to RFP #08-03
District Attorney Case Management System
'itigation 5+tcome
Marita. Stat+s
Mi.itary Stat+s
6ame Pre/i3
6ame S+//i3
6ote Topic
Parce. Payment Type
Parce. Stat+s
Person Detai. Type
Party 5+tcome
Party Stat+s
Person A.ert Type
P>one Type
P6 Disposition
P6 Stat+s
Property Re.ations>ip
9+ic--Ta-e Payee
Race
Re/erra. Type
Restit+tion Stat+s
Sentence Commitment Type
C.osing S+B Reason
Co+rt
Di?ersion C.ass
Di?ersion C.ass Sc>e)+.e
Di?ersion Reason
Emp.oyee
E?ent Res+.t
Faci.ity
*+)ge
'a( En/orcement Agency
5//icer
5t>er Agency
5t>er System Participant
Re.ations>ip Type M Case an)
En)+ring Re.ations>ips
Restit+tion Program Re@+estor
Sc>oo.
Stat+te
Nip Co)e
%e.o( is a screen s>ot o/ t>e Case Stat+s co)e taB.e to i..+strate >o( easy it is /or t>e
a)ministrator to maintain t>e in/ormation# 1it>in a /e( min+tes t>e ne( Case Stat+s o/
KS+spenseL (as a))e) to t>e A)+.t Crimina. Case Type#
Marc> :8C :008 :$
Proposal - Response to RFP #08-03
District Attorney Case Management System
#pplication Reports
T>e CRMES system contains a po(er/+. set o/ B+i.t-inC on-.ine App.ication Reports t>at are
a?ai.aB.e e?ery)ay to 5//ice a+t>oriAe) en) +sers#
Eac> App.ication Report contains a set o/ parameters t>at t>e +ser can tai.or to get t>e inten)e)
res+.ts# T>e res+.ts )isp.ay on-screen an) t>e +ser t>en >as t>e aBi.ity to ?ie( a /ormatte) PDF
?ersion o/ t>e report /or printing an) )issemination# T>e on-screen res+.ts contain >yper.in-s
inc.+)ing case n+mBersC e?entsC or names o/ case participants so one c.ic- enaB.es yo+ to )ri..-
)o(n to /in) more speci/ic in/ormation# n t>is manner t>ese on-screen reports can Be +se/+. as
a KTo-DoL .ist enaB.ing sta// to procee) t>ro+g> t>e report as a c>ec-.ist /or t>eir c+rrent case
(or-.oa)#
T>ese stan)ar) App.ication Reports inc.+)eD
Case 'ist Report M AssemB.es a .ist o/ cases Base) on criteria# As more criteria are speci/ie)
t>e report Becomes more re/ine)# Some common +ses o/ t>is report are Case 'ist By Stat+s
an) Assigne) Emp.oyeeC Case 'ist By Stat+sC an) Case 'ist By F.ag#
Marc> :8C :008 :0
Proposal - Response to RFP #08-03
District Attorney Case Management System
Tic-.er Report M T>e Tic-.er Report can s>o( yo+ a.. t>e tic-.ers t>at are to Be )e.i?ere) to a
partic+.ar recipient (it>in a partic+.ar time /rame# T>is report is +se/+. i/ yo+ are intereste) in
Kpre?ie(ingL t>e tic-.ers to Be )e.i?ere) )+ring a partic+.ar time /rame#
Ca.en)ar Report M T>e Ca.en)ar Report )isp.ays a .ist o/ e?ents meeting t>e entere)
criteria# A common +se o/ t>e ca.en)ar report is to .ist cases on an +pcoming co+rt ca.en)arC
B+t emp.oyees can a.so +se t>is report to manage t>eir case.oa)s#
E?ent Doc-et Report M T>e E?ent Doc-et Report )isp.ays a .ist o/ e?ents meeting t>e
entere) criteria# T>e E?ent Doc-et Report a..o(s t>e en) +ser to enter )ata aBo+t eac>
e?entC s+c> as t>e e?ent res+.tC notes aBo+t t>e e?entC an) in/ormation aBo+t t>e ne3t
sc>e)+.e) e?ent# T>is report is +se/+. (>en yo+ nee) to +p)ate a gro+p o/ cases a/ter a )ay
in co+rt#
!ictim 1itness Report M T>e !ictim 1itness Report )isp.ays a .ist o/ cases in (>ic> e?ents
>a?e c>ange) (it>in t>e +ser entere) time /rame# A.. cases .iste) in t>e report in?o.?e one
or more !ictimGsH (>o are s+B=ect to ?ictim noti/ication Gas in)icate) By t>e !ictim
6oti/ication /.ag#H
Time Entry Report M T>e Time Entry Report )isp.ays t>e time entere) /or emp.oyeesC /i.tere)
By )ate an) optiona..y /i.tere) By )i?ision an) emp.oyee#
Di?ersion C.ass Report M T>e Di?ersion C.ass Report )isp.ays a .ist o/ casesF=+?eni.es
assigne) to c.asses meeting t>e criteria entere) By t>e en) +ser#
T>e CRMES B+i.t-in App.ication Reports can a.so pro?i)e t>e Basis /or %atc> Up)ate# For
e3amp.e (>en t>e E?ent Doc-et Report is r+nC CRMES t+rns t>e on-screen )isp.ay o/ t>e
report into a m+.ti-case )ata entry /orm to a..o( t>e +ser to +p)ate e?ent res+.ts /or m+.tip.e
cases#
Marc> :8C :008 :2
Proposal - Response to RFP #08-03
District Attorney Case Management System
<ere&s a portion o/ t>e E?ent Doc+ment report to s>o( t>e )ata entry section /or Batc> +p)ating#
#d-.oc /uer(ing and Reporting
C%ER /oresees a nee) /or o+r +sers to not >a?e a )epen)ency o/ t>ir)-party reporting too.s#
T>e .atest ?ersion o/ CRMES contains sop>isticate) a)->oc @+erying aBi.ity to a..o( yo+ to /in)
t>e in/ormation yo+ are .oo-ing /or in t>e system# *+st .i-e t>e App.ication ReportsC t>e res+.ts o/
t>e @+ery contain >yper.in-s inc.+)ing case n+mBersC e?entsC or names o/ case participants so
one c.ic- enaB.es yo+ to )ri..-)o(n to /in) more speci/ic in/ormation as necessary#
CRMES (i.. a..o( a)ministrati?e +sers to create an) sa?e a @+ery an) its res+.ts so t>at it can
Be accessiB.e to ot>er +sers in t>e system# T>is is >o( o+r pro)+ct (i.. >an).e m+c> o/ t>e
typica. Kstan)ar) reportsL#
Marc> :8C :008 :4
Proposal - Response to RFP #08-03
District Attorney Case Management System
T>is is >o( yo+ (o+.) per/orm an a)->oc @+ery in t>e CRMES system#
Securit( Manageent and #dinistration
T>e CRMES system is a >ig>.y sec+re app.ication t>at inc.+)es Sec+rity Management an)
A)ministration at m+.tip.e .e?e.s to meet t>e nee)s o/ *+stice Agencies an) con/i)entia.ity
.egis.ation# T>e Sec+rity /+nctions an) /eat+res are )esigne) to capita.iAe on t>e e3isting
Sec+rity assets o/ t>e T en?ironment to (>ic> it is integrate) (it> on Bot> >ar)(are an)
so/t(are in recognition t>at sec+re comp+ter systems are critica. in to)ay&s (or.) as is t>e
constant impro?ements t>at are e3pecte) in t>is area in t>e /+t+re#
At its coreC t>e CRMES app.ication +ti.iAes a pessimistic mo)e. o/ rig>ts an) pri?i.eges to
en/orce t>e speci/ic pri?i.eges to t>e appropriate en) +ser acco+nts# T>e aBi.ity to ?ie(C c>ange
an) remo?e in/ormation in CRMES&s screensC men+sC an) /ie.)s are estaB.is>e) By t>e sec+rity
management /eat+re#
T>e CRMES )ataBase is sec+re) By restricting access to on.y specia. )ataBase acco+nts t>at
are a+t>enticate) By t>e CRMES system or a CRMES a+t>oriAe) /+nction Gs+c> as *+stice
Data e3c>ange inter/aces or /or specia. reporting nee)sH#
,i?en t>at CRMES is B+i.t on mo)ern tec>no.ogiesC great contro. an) accommo)ation is
pro?i)e) to integrate (it> emerging sec+rity protoco.s an) )esigns approac>ing t>e in)+stry#
T>e CRMES p.at/orm can Be insta..e) to a)opt sec+rity management speci/ications t>at are
a.rea)y in p.ace to a?oi) re)+n)ant management o/ acco+nts#
Marc> :8C :008 :8
8H Se.ect Case
TypeGsH#
:H A)) as many criteria as
yo+ (is> to re/ine t>e searc>
to .ocate t>e cases or peop.e
yo+ are .oo-ing /or#
3H C.ic- Searc> to see
yo+r res+.ts#
Proposal - Response to RFP #08-03
District Attorney Case Management System
T>e /o..o(ing screens>ot i..+strates t>e system a)ministrator e)iting K,enera.L pri?i.eges /or t>e
KCRMES 5peratorL ro.e# A/ter t>ey c.ic- t>e E)it .in-C t>ey simp.y c>ec- or +nc>ec- t>e
appropriate pri?i.eges#
"ata0ase Sc*ea
T>e initia. )esign o/ CRMES (as Base) on t>e ,.oBa. *+stice XM' Data Mo)e. G,*XDMH#
C%ER mo)i/ie) an) optimiAe) t>e sc>ema to enaB.e a more stream.ine) an) c+stomiAaB.e
(or-/.o( /or Co+nty o//ice +se# 5+r ne3t ma=or re.ease (i.. pro?i)e trans.ation mo)+.es to
enaB.e /+.. 6ationa. n/ormation E3c>ange Mo)e. G6EMH comp.iance (it> t>e CRMES sc>ema
(>i.e sti.. pro?i)ing a stream.ine) an) optimiAe) )ataBase#
CRMES >as Been )esigne) to Be an a..-inc.+si?e so.+tion /or o+r c+stomers Case Management
nee)s# A.. /+nctiona.ity re@+ire) By o+r c+rrent c+stomers is part o/ t>e e3isting CRMES
app.ication# Rat>er t>an pro?i)e a series o/ a))-on or pro)+ct e3tensionsC a.. /+nctiona.ity is
pro?i)e) in eac> re.ease#
Marc> :8C :008 :;
Proposal - Response to RFP #08-03
District Attorney Case Management System
Functional Requirements
FUNCTIONAL REUIRE!ENT"
nstr+ctions /or respon)ing to t>e /+nctiona. re@+irements portion o/ t>is RFP#
RE"PON"E CODE"
C R Comp.iant Re@+irement (i.. Be met By propose) system an) so/t(are t>at is
operationa. an) can Be )emonstrate) By t>e ?en)or#
N R 6ot Comp.iant Re@+irement cannot Be met By propose) system an) so/t(are#
T R T>ir) Party So/t(are
Re@+ire) Re@+irement cannot Be met By t>e propose) system (it>o+t a))itiona.
so/t(are or +ti.ities# A))itiona. so/t(are an) +ti.ities s>a.. Be .iste)# A..
(or- s>a.. Be per/orme) By t>e ?en)or an) a))itiona. costsC i/ anyC s>a..
Be itemiAe)#
! R Minor mo)i/ications
Re@+ire) Re@+irement can Be met (it> propose) minor mo)i/ications to e3isting
system or so/t(are# A.. (or- s>a.. Be per/orme) By t>e ?en)or an)
a))itiona. costsC i/ anyC s>a.. Be itemiAe)#
1>ere a response to a re@+irement is omitte)C it (i.. Be consi)ere) t>e same as a response o/ N G6ot
Comp.iant#H
Any )e?iation /rom t>e response co)es (i.. Be consi)ere) at t>e )iscretion o/ San *oa@+in Co+nty#
A.. costs associate) (it> responses o/ T or ! m+st Be itemiAe) an) inc.+)e) in t>e proposa. s+Bmitte)#
!en)ors may +se t>e comment section to pro?i)e a))itiona. in/ormation re.e?ant to t>e re@+irement#
n t>is section o/ o+r proposa. responseC (e >a?e inc.+)e) o+r responses to eac> /+nctiona.
re@+irement RFP E3>iBit A M F+nctiona. Re@+irements Beginning on t>e ne3t page#
Marc> :8C :008 30
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
#$# Systems (i.. +se a commercia. re.ationa.
)ataBaseC pre/eraB.y 5rac.eC an) Be
mo)+.ar in )esign# T>e mo)+.es (i..
inc.+)e t>e /o..o(ing /+nctionsC (>ic> can
Be comBine) in a .esser n+mBer o/
mo)+.esD
C MsS9' :000
8#8#8 A)+.t Crimina. Case C
8#8#: *+?eni.e De.in@+ency Case C
8#8#3 !ictimF1itness C
8#8#$ n?estigations C
8#8#0 Restit+tion C
8#8#2 Asset For/eit+re C
8#8#4 Ci?i. Case Management C
8#8#8 1e./are Fra+) C
8#8#; Disco?ery M T>is is a ne( /eat+re#
#$% T>e system m+st maintain an) ma-e
a?ai.aB.e e3tensi?e in/ormation pertaining
to eac> case
C
#$& T>e system (i.. pro?i)e /or import an)
e3port o/ )ata /rom c+rrent co+nty
integrate) crimina. =+stice )ataBase
systemsC interna. DA )ataBasesC an) Be
capaB.e o/ connecti?ity (it> p.anne)
state-(i)e co+rt case management
system an) .oca. po.ice an) s>eri//
recor)s management systems GRMSH
M 5nce San *oa@+in
pro?i)es C%ER (it>
mapping in/ormationC
on.y minor
mo)i/ications (i.. Be
re@+ire) /or t>e
inter/aces#
8#3#8 Co+nty systems M in/ormation in t>ese
systems m+st Be capaB.e o/ retrie?a.
?ie(ingC mo)i/ication an) printing t>ro+g>
t>e propose) system
M
8#3#8#8 Crimina. *+stice n/ormation System
GC*SH
M
Marc> :8C :008 38
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#3#8#: *+?eni.e *+stice n/ormation System
G**SH
M
8#3#8#3 'oca. Area 1arrant System G'A1SH M
8#3#: DA interna. )ataBase systems M Data
m+st Be con?erte) an) importe) to ne(
system /or +se as i/ origina..y entere) in
t>e propose) system#
M
8#3#:#8 DA Domestic !io.ence DataBase M
8#3#:#: DA C>i.) AB+seFSe3+a. Assa+.t DataBase M
8#3#:#3 DA n?estigations DataBase M
8#3#:#$ DA Restit+tion DataBase M
8#3#:#0 DA MPACT G1e./are Fra+)H DataBase M
8#3#3 Ca.i/ornia A)ministrati?e 5//ice o/ t>e
Co+rts GA5CH case management system
M System m+st Be capaB.e o/ importing
an) e3porting )ata to t>e propose) co+rt
system#
M
8#3#$ 'oca. po.ice agency Recor) Management
Systems GRMSH an) )oc+ment
management systems Ge#g# 5n%aseHC an)
regiona. )ata s>aring systems Ge#g# *D'H#
M CRMES is c+rrent.y
integrate) (it>
5n%ase# ntegration
(it> t>e RMS (i..
re@+ire mapping
in/ormation an)
minor +p)ates to
system#
8#3#$#8 System m+st Be capaB.e o/ importing )ata
an) )oc+mentsC inc.+)ing e.ectronic )ataC
scanne) )oc+mentsC an) p>otos#
C
8#3#$#: System m+st Be capaB.e o/ a..o(ing
.imite) rea)-on.y access to screens By
.oca. po.ice agencies Ge#g# s+Bpoena
stat+sC e?i)ence )ispositionH#
C
#$' T>e system (i.. contin+e (it> o+r c+rrent C
Marc> :8C :008 3:
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
case n+mBering system an) a+tomatica..y
assign a ne( n+mBer /or +ni@+e persons#
8#$#8 T>e system (i.. Be aB.e to .in- a case to
m+.tip.e co+rt case n+mBers or po.ice
report n+mBers#
C CRMES >as t>e
aBi.ity to .in- to
m+.tip.e po.ice report
n+mBers an) one
co+rt case n+mBer#
T>e Detai. /ie.)s can
Be +se) to recor)
a))itiona. co+rt
n+mBers#
#$( Mo)+.es m+st Be integrate) (it> eac>
ot>er so t>at )+p.icate in/ormation is not
entere)#
C
8#0#8#8 Demograp>ic an) ot>er in/ormation
re.ate) to an in)i?i)+a. person or
organiAation associate) in any (ay (it>
any n+mBer o/ inci)ents or cases (it>in
t>e system s>o+.) on.y Be entere) into
t>e system once#
C
8#0#8#: C>anges to in/ormation (i.. on.y Be
entere) once an) (i.. Be s>o(n (>ere?er
t>at in/ormation appears in t>e system#
C
8#0#8#3 System (i.. maintain an accessiB.e >istory
o/ c>anges to +ser se.ecte) in/ormation
Gi#e# >istorica. a))ress or contact
in/ormationH#
C
#$) T>e system (i.. pro?i)e t>e aBi.ity to trac-
a personIs acti?ity in a gang#
C T>e Person Detai.
Type can Be +se) to
trac- t>is
in/ormation#
A))itiona..yC a taB.e-
Marc> :8C :008 33
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
)ri?en ,ang /ie.) is
sc>e)+.e) to Be
a))e) in a near term
re.ease prior to
2F:00;#
#$* T>e system (i.. pro?i)e t>e aBi.ity to trac-
cases re.ate) to grants#
C
8#4#8 1i.. pro?i)e statistica. reports in /ormats
re@+ire) By state an) /e)era. agencies#
M T>ese reports (i..
re@+ire /ormatting
mo)i/ications to
meet t>e state an)
/e)era. report
/ormats#
8#4#: 1i.. trac- time an) acti?ity in/ormation /or
grant acco+nting an) Bi..ing#
C
#$+ T>e system (i.. Be IpersonI Base) as (e..
as IcaseI Base)#
C
8#8#8 T>e system (i.. >a?e t>e aBi.ity to i)enti/y
a person an) a.. re.ate) case in/ormation
associate) (it> t>at person# i#e# a.. a-aIsC
cases re.ations>ip to cases
G?ictimF(itnessF)e/en)antFparentFg+ar)ian
H#
C
#$, T>e system m+st easi.y e3pan) to
accommo)ate increases in recor)e)
)ataBase siAe as (e.. as conc+rrent +ser
access (it>o+t )egra)ation in response
time#
C
#$#- Conte3t sensiti?e on-.ine >e.p screens
m+st Be a?ai.aB.e in a.. mo)+.es#
C
Marc> :8C :008 3$
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
#$## T>e system (i.. s+pport t>in c+stomer or
c+stomerFser?er arc>itect+re an) pro?i)e
grap>ica. +ser inter/aces /or pc
(or-stations#
C
8#88#8 T>e system may +se (eB Base) screens# C
#$#% T>e system (i.. o//er Bot> men+ g+i)e)
an) >ot--ey access /or a.. mo)+.es#
C
#$#& T>e system m+st s+pport m+.tip.e
)e/en)ants per case n+mBer
C
#$#' T>e system m+st >a?e t>e capaBi.ity to
permit a+t>oriAe) +sers to mo)i/y )ata#
C
#$#( T>e system m+st not a..o( a case to Be
c.ose) (it>o+t /ina. c>argesC sentencingC
Crimina. Protecti?e 5r)er GCP5HC
restit+tionC an) contraBan) con/iscation
entries comp.ete)#
M 5+r pro)+ct can Be
mo)i/ie) to inc.+)e
?a.i)ation /or t>ese
areas +pon c.osing a
case#
8#80#8 T>e system (i.. s+pport c+stomer )e/ine)
re@+ire) /ie.)s
M CRMES (o+.)
re@+ire minor
mo)i/ication to t>e
incorporate c+stomer
)e/ine) re@+ire)
/ie.)s# F+.. s+pport
(o+.) Be re@+ire) /or
re@+ire) items s+c>
as inci)entsC
participantsC etc#
8#80#: T>e system (i.. s+pport a+tomatic
noti/ication to appropriate +nitsFin)i?i)+a.s
?ia e-mai. /or property re.ease#
C
Marc> :8C :008 30
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
#$#) T>e system (i.. incorporate stan)ar)s
an) concepts /or open systems an)
system connecti?ity#
C
8#82#8 5D%C an) RD%MS comp.iant C
8#82#: ,.oBa. *+stice XM' comp.iant# 6 1e Base) o+r initia.
)esign o// t>e *+stice
XM' sc>emaC B+t
>a?e mo)i/ie) an)
optimiAe) t>e
sc>ema to enaB.e a
more stream.ine) E
c+stomiAaB.e
(or-/.o( an) system
/or DA o//ices +se#
8#82#3 6ationa. n/ormation E3c>ange Mo)+.e
G6EMH
6 5+r ne3t ma=or
re.ease (i.. pro?i)e
trans.ation mo)+.es
to enaB.e /+.. 6EM
comp.iance (it> t>e
CRMES sc>ema#
#$#* T>e system (i.. >a?e t>e capaBi.ity to
import an) e3port )ata at .east in t>e
/ormat o/ )e.imite) ASC#
C CRMES is capaB.e
o/ importing an)
e3porting Gin a near
term re.easeH
Ca.i/ornia co)e
sections an)
c>arging .ang+age
/rom E3ce.# n
a))itionC CRMES
>as t>e aBi.ity import
Ca.i/ornia co)e
sections an)
c>arging /rom a
State 1eB Ser?ice is
Marc> :8C :008 32
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
one is a?ai.aB.e#
8#84#8 T>e system (i.. pro?i)e /or importing
Ca.i/ornia co)e sections an) c>arging
.ang+age /rom ?ario+s me)ia G(eB
)o(n.oa)C CDFD!DC con?ersion /rom
co+nty .egacy systemsH
C
8#84#: T>e system (i.. pro?i)e an easy (ay to
+p)ate Ca.i/ornia co)e sections an)
c>arging .ang+age to acco+nt /or ne(
stat+tes an) co+rt )ecisions#
C
#$#+ T>e system m+st s+pport an +natten)e)
Bac-+p )e?ice#
C CRMES is a
stan)ar) 1eB
app.icationC an) t>e
San *oa@+in
a)ministrator can
)ictate t>e Bac-+p
actions on ser?er#
#$#, T>e system (i.. permit p>otograp>s an)
ot>er scanne) images to Be Bro+g>t into
t>e system an) connecte) to a case#
T>ese images can Be ?ie(e) on in@+iry
or printe) o+t#
C
8#8;#8 mage /ormats accepte) /or )oc+mentsD
PDFCTFF# *PE,C ,F# %MPC PSDC P6,#
C
8#8;#: 6o proprietary /i.e >ea)er /ormats to .aBe.
)igita. images#
C
#$%- T>e system (i.. pro?i)e t>e aBi.ity to trac-
e?i)ence re.ate) to a case an) attac>
images o/ t>at e?i)ence#
C
#$%# T>e system (i.. pro?i)e t>e aBi.ity to trac- C
Marc> :8C :008 34
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
an) .og t>e .ocation o/ t>e case ?ia
Barco)e scanner#
#$%% T>e system (i.. pro?i)e t>e aBi.ity to trac-
)r+g an) ot>er .aB tests Ga.co>o.C D6AH
Being con)+cte) in a case#
CS T>e E?i)ence an)
Testing screens are
sc>e)+.e) /or a near
term re.ease prior to
2F:00;#
#$%& T>e system (i.. pro?i)e t>e aBi.ity to trac-
a.. participants in a case#
C
8#:3#8 De/en)ant C
8#:3#: co-)e/en)ant C
8#:3#3 ?ictimGsH C
8#:3#$ (itnessGsH C
8#:3#0 o//icerGsH C
8#:3#2 )e/ense attorneyGsH C
8#:3#4 g+ar)ianGsH C
8#:3#8 re.ati?eGsH C
8#:3#; ot>er intereste) parties C
#$%' T>e system (i.. pro?i)e t>e aBi.ity to
generate Microso/t 1or) an)
1or)Per/ect )oc+mentsC an) to import
e3isting )oc+mentsC (it> )ata
a+tomatica..y merge) /rom t>e )ataBase
into t>e )oc+ment#
C CRMES s+pports
t>e generation o/
eit>er MS 1or) or
5pen Doc+ment
Format# T>e ne(er
?ersion o/
1or)Per/ect
s+pports 5pen
Doc+ment Format so
San *oa@+in can
open an) e)it
)oc+ments in
1or)Per/ect i/ t>ey
(is>#
8#:$#8 Stan)ar) )oc+ments inc.+)ing B+t not
.imite) toD
C
Marc> :8C :008 38
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#:$#8#8 Arrest (arrant C
8#:$#8#: %enc> (arrant C
8#:$#8#3 S+Bpoena C
8#:$#8#$ Restit+tion .etters an) /orms C
8#:$#8#0 Comp.aintC n/ormationC n)ictment C
8#:$#8#2 6otice to appear C
8#:$#8#4 Property re.ease /orms C
8#:$#8#8 !ictim Disposition 6oti/ication C
8#:$#8#; 5r)er to S>o( Ca+se re ProBation
!io.ation
C
#$%( T>e system (i.. pro?i)e t>e aBi.ity to
merge Gor c+tFpasteH in/ormation not /o+n)
in t>e )ataBase into Microso/t 1or) an)
1or)Per/ect )oc+ments (it> t>e +se o/
specia. +ser prompts or .ist Bo3es#
C See o+r response /or
8#:$ aBo?e#
#$%) T>e System (i.. pro?i)e t>e aBi.ity to
generate crimina. comp.aints .isting
m+.tip.e )e/en)antsC c>arges an) c>arge
?ictims#
C
8#:2#8 'ist m+.tip.e )e/en)ants in t>e caption# C
8#:2#: Eac> c>arge (i.. inc.+)e one or more o/
t>e )e/en)ants#
C
8#:2#3 A .ist o/ ?ictimGsH speci/ic to t>at c>arge# C
8#:2#$ ABi.ity to mo)i/y ?ictim names (>ere
con/i)entia.ity is a+t>oriAe) on co+rt
)oc+ments Ge#g# c>arging as K* Doe #8L r
as KRic>ar) R#LH#
C
#$%* T>e system (i.. pro?i)e t>e aBi.ity to
generate m+.tip.e s+Bpoenas inc.+)ing
m+.tip.e types o/ s+Bpoenas# (it> one
action as a gro+p o/ )oc+ments#
C
Marc> :8C :008 3;
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#:4#8 T>e system (i.. pro?i)e t>e aBi.ity to trac-
t>e ser?ice o/ s+Bpoenas#
C
8#:4#: T>e system (i.. Be aB.e to noti/y t>e +ser
Be/ore a >earing (>et>er a.. s+Bpoenas
>a?e Been ser?e)#
C
8#:4#3 T>e system (i.. pro?i)e screens /or +sers
to c>ec- t>e stat+s o/ s+Bpoenas#
C
8#:4#$ T>e system (i.. s+pport e-mai. ser?ice o/
se.ecte) s+Bpoenas#
M CRMES (i.. re@+ire
minor mo)i/ications#
#$%+ T>e system (i.. generate) tic-.ers an)
remin)ers /or /+t+re e?ents in Bot>
crimina. an) ci?i. cases#
C
#$%, T>e system (i.. Be compatiB.e (it>
recogniAe) in)+stry e-mai. protoco.s an)
stan)ar)sC speci/ica..y 6o?e.. ,ro+p1ise
an) Microso/t E3c>ange#
C
#$&- Person )ataBase or ,enera. Person
'oo-+p System G,P'SH (it> at .east t>e
/o..o(ing in/ormationD
C
8#30#8 'ast name C
8#30#: First name C
8#30#3 Mi)).e name C
8#30#$ So+n)e3 C
8#30#0 A.iasGesH C
8#30#2 <eig>t C
8#30#4 1eig>t C
8#30#8 Eye co.or C
8#30#; <air co.or C
8#30#80 Ca.i/ornia Dri?ers 'icense C
8#30#88 SS6 C
Marc> :8C :008 $0
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#30#8: State D n+mBer C
8#30#83 F% n+mBe r C
8#30#8$ 5t>er D n+mBer C
8#30#80 Person Type C
8#30#82 D5% C
8#30#84 Se3 C
8#30#88 Race C
8#30#8; 'ast -no(n a))ress C
8#30#:0 M+gs>ot M Minor mo)i/ications
are necessary to
)isp.ay t>e m+gs>ot
(it> t>e person#
M+gs>ots can
c+rrent.y Be store)
on case BasisC not
(it> t>e person#
#$&# Contain !ictimF1itness mo)+.e (>ic> (i..
trac- at .east t>e /o..o(ing in/ormationD
C
8#38#8 nta-e 'og G inta-e screenH inc.+)ingD C
8#38#8#8 DA .og n+mBer C
8#38#8#: Recei?e) )ate C
8#38#8#3 5//ense )ate an) time C
8#38#8#$ 5//ense .ocation C
8#38#8#0 Agency report n+mBer C
8#38#8#2 Case type C
8#38#8#4 Re?ie(ing prosec+tor C
8#38#8#8 n?estigating o//icer C
8#38#8#; Report )isposition C
8#38#8#80 Specia. +nit C
8#38#8#88 nta-e type C
8#38#8#8: Crime type Gc>argesH C
8#38#8#83 n?estigating agency C
8#38#8#8$ Disposition )ate C
Marc> :8C :008 $8
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#38#8#80 !ictim C.aims %oar) G!C%H e.igiB.e C
8#38#8#82 A)?ocate C
8#38#8#84 Unit name Gsec+re certain /i.es /rom Being
?ie(e) By non +nit memBersH
C
8#38#: Case (or-s>eet C
8#38#:#8 Case n+mBer C
8#38#:#: Case name C
8#38#:#3 Prosec+tor assigne) C
8#38#:#$ %ranc> 5//ice C
8#38#:#0 !ictim A)?ocate C
8#38#:#2 Stat+s C
8#38#:#4 Trans/erre) G0>e )ate t>e case (as
trans/erre)H
C CRMES >an).es
t>is as an E?ent in
t>e case#
8#38#:#; Unit name C
8#38#:#80 Comments C
8#38#3 E?ents C
8#38#3# 8 E?ent type C
8#38#3#: E?ent s+B type C
8#38#3#3 Prosec+tor C
8#38#3#$ A)?ocate C
8#38#3#0 *+)ge C
8#38#3#2 Attorney C
8#38#3#4 Res+.t C
8#38#3#8 Co+rtFCo+rtroom C
8#38#3#; Comments C
#$&% *+?eni.e mo)+.e C
8#3:#8 T>e system (i.. inc.+)e t>e in/ormation
.iste) Be.o( +n)er A)+.t Mo)+.e as (e..
as some a))itiona. +ser )e/ine) /ie.)s#
C
Marc> :8C :008 $:
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#3:#: T>e system (i.. >a?e t>e aBi.ity to >i)e
any an) a.. =+?eni.e in/ormation e3cept /or
persons t>at >a?e t>e re@+ire) access
an) a+t>oriAation#
C
8#33#:#8 Case n+mBer C
8#33#:#: De/# name C
8#33#:#3 Stri-e C
8#33#:#$ Disposition C
8#33#:#0 E?ent Type C
8#33#:#2 E?ent s+B type C
8#33#:#4 Prosec+tor C
8#33#:#8 *+)ge C
8#33#:#; Co+rt 'ocation C
8#33#:#80 Reason C
8#33#3 De/en)ants C
8#33#3#8 DA /i.e n+mBer C
8#33#3#: Re/erring agency # C
8#33#3#3 Recei?e) )ate C
8#33#3#$ 5//ense )ate C
8#33#3#0 Reporting o//icer C
8#33#3#2 Case name C
8#33#3#; De/en)ant name C
8#33#3#80 D5% C
8#33#3#88 SS6 C
8#33#3#8: Se3 C
8#33#3#83 Race C
8#33#3#8$ Case type C
8#33#3#80 Crime type C
8#33#3#82 E?ent type C
8#33#3#84 E?ent s+B type C
8#33#3#88 De/en)ant stat+s C
8#33#3#8; *+)ge C
8#33#3#:0 Re/erre) c>arge C
Marc> :8C :008 $3
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#33#3#:8 Fi.e) c>arge C
8#33#3#:: Crimina. Protecti?e 5r)er GCP5H C
8#33#$#:#3 A))ress C
8#33#$#:#$ City C
8#33#$#:#0 Co+nty C
8#33#$#:#2 State C
8#33#$#:#8 Nip Co)e C
8#33#0 Ci?i.ian an) non-ci?i.ian (itnesses C
8#33#0#8 Case n+mBer (it> )e/# name C
8#33#0#: 6ame C
8#33#0#3 Type o/ (itness C
8#33#0#$ App.icant name C
8#33#0#0 Re.ation C
8#33#0#2 Specia. nstr+ction C
8#33#0#4 n=+ry case C
8#33#0#8 n=+ry type C
8#33#0#; 1eapon C
8#33#0#80 Se?erity C
8#33#0#88 Treatment .ocation C
8#33#0#8: Decease) C
8#33#0#83 S+Bpoena C
8#33#0#8$ 6o contact C
8#33#0#80 n=+re) By (eapon C
8#33#0#82 *# Doe C
8#33#0#84 Pregnant C
8#33#0#88 DisaBi.ity C
8#33#0#8; n=+re) By )e/# C
8#33#0#:0 !a.+e C
8#33#0#:8 Date S+Bpoena C
8#33#0#:: ,rant C
8#33#0#:3 A)?ocate C
8#33#0#:$ Comment C
8#33#0#:0 S+Bpoena instr+ctions C
Marc> :8C :008 $$
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#33#0#:2 Consi)eration C
8#33#0#:4 Date noti/ication C
8#33#0#:8 E?ent )ate C
8#33#0#:; E?ent type C
8#33#0#30 E?ent s+B type C
8#33#0#38 Mo)e o/ contact C
8#33#0#3: Contact stat+s C
8#33#2 ,ang A//i.iation C
8#33#2#8 ,ang name C
8#33#2#: Doc+mente) C
8#33#2#:#8 Doc+menting Agency C
8#33#2#:#: Date Doc+mente) C
8#33#2#3 ,ang type C
8#33#2#3#8 Street gang C
8#33#2#3#: 1>ite s+premacists C
8#33#2#:#3 Mi.itia C
8#33#2#:#$ Asian C
8#33#2#:#0 <ispanic C
8#33#0#:#4 Prison C
8#33#0#:#8 5t>er C
8#33#2#$ ,ang city C
8#33#2#0 Comments C
8#33#4 De/ense attorneys C
8#33#4#8 6ame C
8#33#4#: Tit.e C
8#33#4#3 5//iceF/irm name C
8#33#4#$ A))ress C
8#33#4#0 P>one Type E n+mBer C
8#33#4#2 Emai. C
8#33#4#4 Retaine)FAppointe) C
8#33#8 Prosec+torsF,enera. emp.oyee C
8#33#8#8 6ame C
8#33#8#: Tit.e C
Marc> :8C :008 $0
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#33#8#3 Person n+mBer C
8#33#8#$ AgencyFEmp.oyer C
8#33#8#0 A))ress C
8#33#; n?estigators C
8#33#;#8 6ame C
8#33#;#: Tit.e C
8#33#;#3 Person n+mBer C
8#33#;#$ %a)ge 6+mBer C
8#33#;#0 Agency C
8#33#;#2 A))ress C
8#33#80 E?i)ence C
8#33#80#8 Property .ist C
8#33#80#: Property )isposition C
8#33#80#3# DA case n+mBer C
8#33#80#$ Case name C
8#33#80#0 'a( en/orcementF<o.)ing agency C
8#33#80#2 Agency report n+mBer C
8#33#80#4 Stat+s o/ case C
8#33#80#8 5t>er re.ate) n+mBers C
8#33#88 E?ents C
8#33#88#8 E?ent )ate C
8#33#88#: E?ent type C
8#33#88#3 *+)ge C
8#33#88#$ DDA present C
8#33#88#0 De/# atty present C
8#33#88#2 E?ent )isposition C
8#33#8: Fines C
8#33#83 Costs C
8#33#8$ Restit+tion C
8#33#8$#8 C.aimants C
8#33#8$#: Type o/ .oss Ga..o( /or entry o/ more t>an
one typeH
C
8#33#8$#3 Amo+nt o/ c.aim C
Marc> :8C :008 $2
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#33#8$#$ !C% Bene/its pai) C 5+r pro)+ct can
>an).e t>is as a
Case Detai. or a
6ote#
8#33#80 Asset /or/eit+re C
8#33#80#8 DA case n+mBer C
8#33#80#: Agency C
8#33#80#3 Co+rt /i.e n+mBer C
8#33#80#$ Case type C
8#33#80#0 Crime type C
8#33#80#4 SeiAe) Property C
8#33#80#8 Primary seiAing agency C
8#33#80#; Comments C
8#33#80#80 C.aimantFPotentia. c.aimant C
8#33#82 Disposition C
8#33#82#8 Case 6+mBer C
8#33#82#: De/en)ant name C
8#33#82#3 Co+nt C
8#33#82#$ Fi.e) C>arge C
8#33#82#0 Tria.FP.ea Type C
*+ry Trai. C
Co+rt Tria. C
,+i.ty P.ea C
6o Contest P.ea C
6, C
Dismissa. C
Di?ersionFDe/erra. C
8#33#8 2#2 Date C
8#33#82#4 E?ent C
8#33#82#8 *+)ge C
8#33#82#; Co+rt C
8#33#82#80 Prosec+tor C
8#33#82#88 Reason C
Marc> :8C :008 $4
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#33#82#8: Days in Tria. C
8#33#84 Sentencing C
8#33#84#8 De/en)ant name C
8#33#84#: Sentence Type C
8#33#84#3 Term G"ears E mont>sH C
8#33#84#0 Registration C
8#33#84#0#8 Se3 5//en)er C
8#33#84#0#: Arson C
8#33#84#0#3 Dr+g C
8#33#84#2 Restit+tion Amo+nt C
8#33#84#4 Restit+tion Fine C
8#33#84#8 CP5 RemainsFRemo?e) C
8#33#88 Se3+a..y !io.ent Pre)ator GS!PH an)
Menta..y Disor)ere) 5//en)er GMD5H
in?o.+ntary commitments
C
8#33#88#8 Case 6ame C
8#33#88#: Co+rt n+mBer C
8#33#88#3 Case Type C
8#33#88#$ Case S+Btype C
8#33#88#0 Prosec+tor C
8#33#88#2 Attorney /or Respon)ent C
8#33#88#4 Comments C
8#33#8; Ca.en)ars C
8#33#8;#8 Date C
8#33#8;#: *+)ge C
8#33#8;#3 Co+rt Department C
8#33#8;#$ Type o/ co+rt e?ent C
8#33#:0 'ega. Doc+ments C
8#33#:0#8 DA Fi.e S+mmary C
8#33#:0#: 1itness Contact S>eet C
8#33#:0#3 D! Faces>eet C
8#33#:0#$ S+Bpoena C
8#33#:0#0 'etter to Appear C
Marc> :8C :008 $8
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#33#:0#2 'etter to !ictim C
8#33#:0#4 Crimina. Protecti?e 5r)er GCP5H C
8#33#:0#8 CP5 Co?er 'etter C
8#33#:0#; 5r)er to S>o( Ca+se re ProBation G5SCH C
8#33#:0#80 1arrant C
8#33#:0#88 S+pp.ementa. Sentencing 5r)ers C
8#33#:8 Management an) 5perationa. Reports C
8#33#:8#8 Attorney Ca.en)ar C
8#33#:8#: Case inta-e C
8#33#:8#:#8 Re/erre) C>arge C
8#33#:8#:#: Fi.e) C>arge C
8#33#:8#:#3 T>ree stri-eFserio+s /e.onyF?io.ent /e.ony C
8#33#:8#:#$ n?estigating Agency C
8#33#:8#:#0 6+mBer o/ comp.aints /i.e) C
8#33#:8#:#2 6+mBer o/ cases re=ecte) C
8#33#:8#:#4 6+mBer o/ cases )e/erre) /or /o..o(-+p C
8#33#:8#3 Cases By type o/ )isposition C
8#33#:8#$ Attorney Case.oa)s C
8#33#:8#0 Comp.aints /i.e) By type an) +nit C
8#33#:8#2 Time /rom /i.ing to )isposition C
8#3$ n?estigations Mo)+.e C 5+r pro)+ct (i..
accommo)ate t>is
as a ne( Case Type#
8#3$#8 n?estigator o/ t>e Day .og M T>is is a ne(
/eat+re#
8#3$#8#8 Date C
8#3$#8#: Time C
8#3$#8#3 Type o/ Contract C
8#3$#8#$ Reporting Party C
8#3$#8#0 S+B=ect 6ame C
8#3$#8#2 n?estigator C
8#3$#8#4 Comments C
8#3$#: Trai. S+pport C CRMES >an).es
Marc> :8C :008 $;
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
t>is as a Case
Detai.#
8#3$#:#8 Case C
8#3$#:#8#8 n?estigations case n+mBer C
8#3$#:#8#: Date Assigne) C
8#3$#:#8#3 Assigne) By C
8#3$#:#8#$ DA /i.e n+mBer C
8#30#:#8#0 Agency E case n+mBer C
8#3$#:#8#2 Case name C
8#3$#:#8#4 Case type C
8#3$#:#8#8 Crime type C
8#3$#:#8#; Case 1eig>t C
8#3$#:#8#80 Stat+s C
8#3$#:#8#88 Comment C
8#3$#:#: Parties in?o.?e) C
8#3$#:#3 n?estigator Fn?# Asst# Assigne) C
8#3$#:#$ S+Bpoena Ser?ice C
8#3$#:#$#8 n?estigations case n+mBer C
8#3$#:#$#8 DA /i.e n+mBer C
8#3$#:#$#3 Case name C
8#3$#:#$#$ Re@+est )ate C
8#3$#:#$#0 Co+rt )ate C
8#3$#:#$#2 <earing type C
8#3$#:#$#4 1itness name C
8#3$#:#$#8 Ser?ice type C
8#3$#:#$#; Ser?ice stat+s C
8#3$#:#$#80 Time +se) C
8#3$#:#$#88 n?estigatorFn?# Asst# C
8#3$#:#$#8: DDA C
8#3$#:#$#83 Prosec+tion Unit C
8#3$#:#$#8$ ,rant C
8#3$#:#0 Disco?ery S+pport C
8#3$#:#2 1itnessFE?i)ence Transportation C
Marc> :8C :008 00
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
8#3$#3 DA-initiate) n?estigations C
8#3$#3#8 n?estigations case n+mBer C
8#3$#3#: Date Assigne) C
8#3$#3#3 Assigne) By M T>is can Be easi.y
a))e) to t>e system#
8#3$#3#0 n?estigator C
8#3$#3#2 Case name C
8#3$#3#4 Case type C
8#3$#3#8 Crime type C
8#3$#3#; Case 1eig>t C
8#3$#3#80 Stat+s C
8#3$#3#88 Comment C
8#3$#$ Protoco. n?estigations G5//icer-in?o.?e)
or in c+sto)y )eat> casesH
C 5+r pro)+ct (i..
accommo)ate t>is
as a ne( Case Type#
8#3$#0 C>i.) AB)+ction n?estigations C 5+r pro)+ct (i..
accommo)ate t>is
as a ne( Case Type#
8#3$#0#8 ,enera. person in/ormation /or c+sto)ia.
parent an) s+spect as in 8#38#3
C
8#3$#0#: C>i.) speci/ic in/ormation C
8#3$#0#:#8 Sc>oo. C
8#3$#0#:#: 6oti/ication Date C T>is can Be trac-e)
in CRMES as an
E?ent or a Person
Detai.#
8#3$#0#:#3 6CC nF5+t Dates C T>is can Be trac-e)
as an E?ent#
8#3$#0#3 C+sto)y 5r)er n/ormation C T>is can Be recor)e)
as an E?ent#
8#3$#0#3#8 C+sto)y 5r)er "esF6o C T>is can Be recor)e)
as an E?ent#
8#3$#0#3#: Date o/ 5r)er C T>is can Be recor)e)
Marc> :8C :008 08
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
as an E?ent#
8#3$#0#3#3 *+ris)iction C T>is can Be recor)e)
as an E?ent#
8#3$#0#3#$ Type co+rt C T>is can Be recor)e)
as an E?ent#
8#3$#0#3#0 Co+rt n+mBer C T>is can Be recor)e)
as an E?ent#
8#3$#0#3#2 Person (it> p>ysica. c+sto)y C
8#3$#0#$ Type o/ in?estigation C
8#3$#0#0 n?estigation C.ose) C
8#3$#0#0#8 Reason C
8#3$#0#0#: C>i.)ren Reco?ere) C CRMES can >an).e
t>is as a Case F.ag#
8#3$#0#0#3 Comment C
8#3$#2 1e./are Fra+) n?estigations C 5+r pro)+ct (i..
accommo)ate t>is
as a ne( Case Type#
8#3$#2#8 Case n/ormation C
8#3$#2#8#8 Case 6+mBer C
8#3$#2#8#: S+spect C
8#3$#2#8#3 1e./are Dept# case n+mBer C T>is can Be recor)e)
as a Case Detai.#
8#3$#2#8#$ Case Type C
8#3$#2#8#0 Case s+Btype Gstate reportingH C
8#3$#2#8#2 Date Type C
8#3$#2#8#2#8 Re/erre) C
8#3$#2#8#2#: 5pene) C
8#3$#2#8#2#3 Dec.ine) C
8#3$#2#8#2#$ C.ose) C
8#3$#2#8#2#0 S+spense C
8#3$#2#8#4 Amo+nt o/ 5?erpayment C 5+r pro)+ct can
>an).e t>is as a Fee
Marc> :8C :008 0:
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
Type o/
K5?erpaymentL#
8#3$#2#8#8 Amo+nt Co..ecte) C T>is can Be >an).e)
as a Receipt#
8#3$#2#8#; Comp+ter DataBase matc>es C
8#3$#2#8#;#8 Type o/ Matc> C CRMES can trac-
t>is in/ormation as a
Person Detai.#
8#3$#2#8#;#: Res+.t o/ Matc> C
8#3$#2#8#80 Disposition Type C
8#3$#2#8#88 A)ministrati?e <earing )isposition C
8#3$#2#8#8: Assigne) n?estigator C
8#3$#2#8#83 n+mBer o/ s+Bpoenas By type M Minor mo)i/ications
are necessary#
8#3$#2#8#83 Comments C
#$&( Disco?ery Mo)+.e M T>is is a ne(
/eat+re#
8#30#8 Creation o/ e.ectronic )isco?ery pac-et
t>at can Be a+tomatica..y generate) an)
)istriB+te) to )e/ense co+nse.#
M
8#30#8#8 Disco?ery generate) m+st Be ?ie(aB.e By
)e/ense co+nse. (it>o+t t>e +se o/ any
specia. or proprietary so/t(are or
>ar)(are#
M
8#30#8#: CapaBi.ity /or )e/ense co+nse. to
)o(n.oa) )isco?ery pac-ets o?er a
sec+re (eB connection#
M
8#30#8#3 Create a .og o/ )ate E time )isco?ery
pac-ets are )o(n.oa)e) By )e/ense
co+nse.#
M
8#30#: ABi.ity to a+tomatica..y page n+mBer
G%ates StampH a.. pages an) images in a
)isco?ery pac-et#
C
8#30#3 ABi.ity to re)act con/i)entia. in/ormation at M
Marc> :8C :008 03
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
t>e time a )isco?ery pac-et is create)#
Re)actions (i.. app.y on.y to t>e copies o/
)oc+ments or images to Be containe) in
t>e )isco?ery pac-et an) (i.. not c>ange
t>e )oc+ments as origina..y entere) into
t>e case management system
8#30#$ ABi.ity to -eep a .og o/ )ate E time
re.ease) an) items inc.+)e) /or eac>
)isco?ery pac-etC (>et>er re.ease) as
>ar) copy or By )o(n.oa)#
M
% Management Reports C
%$# T>e system m+st inc.+)e stan)ar) reports
+sing any comBination o/ t>e /o..o(ing
in/ormation
CS n a near term
re.easeC CRMES (i..
a..o( a)ministrati?e
+sers to create an)
sa?e a report so t>at
it is accessiB.e to
ot>er +sers in t>e
system# T>is is >o(
o+r pro)+ct (i..
>an).e Kstan)ar)
reportsL# / San
*oa@+in&s speci/ie)
criteria Be.o( is
sc>e)+.e) /or
inc.+sion in t>e a)
>oc reporting too.
prior to 2F:00;C t>e
comment so notes#
:#8#8 Tota. case /i.ings By mont> C
:#8#: Tota. case /i.ings By +nit CS Sc>e)+.e)
:#8#3 Tota. comp.aints /i.e) CS Sc>e)+.e)
:#8#3#8 %y Unit CS Sc>e)+.e)
:#8#3#: %y re/erring agency M
Marc> :8C :008 0$
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
:#8#3#3 %y co+rt )istrict M
:#8#$ Cases )ec.ine) CS Sc>e)+.e)
:#8#$#8 %y Unit CS Sc>e)+.e)
:#8#$#: %y re/erring agency M
:#8#$#3 %y co+rt )istrict M
:#8#0 Cases ret+rne) /or /+rt>er in?estigation CS Sc>e)+.e)
:#8#0#8 %y Unit CS Sc>e)+.e)
:#8#0#: %y re/erring agency M
:#8#0#3 %y co+rt )istrict M
:#8#2 Cases /i.e) By crime type CS Sc>e)+.e)
:#8#4 Cases /i.e) By en>ancement type CS Sc>e)+.e)J
En>ancement to Be
C>arge F.ag#
:#8#4#8 ,reat %o)i.y n=+ry CS Sc>e)+.e)J
En>ancement (o+.)
Be a C>arge F.ag#
:#8#4#: Firearms +se CS Sc>e)+.e)J
En>ancement (o+.)
Be a C>arge F.ag#
:#8#4#3 5t>er (eapons +se CS Sc>e)+.e)J
En>ancement (o+.)
Be a C>arge F.ag#
:#8#4#$ E.)er.yF)epen)ent ?ictim CS Sc>e)+.e)J
En>ancement (o+.)
Be a C>arge F.ag#
:#8#4#0 E3cessi?e ta-ingF)amage CS Sc>e)+.e)J
En>ancement (o+.)
Be a C>arge F.ag#
:#8#4#2 Dr+g @+antity en>ancements CS Sc>e)+.e)J
En>ancement (o+.)
Be a C>arge F.ag#
:#8#8 5pen Cases Gnon-(arrant casesH CS Sc>e)+.e)
:#8#8#8 %y DDA CS Sc>e)+.e)
Marc> :8C :008 00
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
:#8#8#: %y +nit CS Sc>e)+.e)
:#8#8#3 %y crime type CS Sc>e)+.e)
:#8#8#$ %y en>ancement type CS Sc>e)+.e)J
En>ancement (o+.)
Be a C>arge F.ag#
:#8#8#0 %y n+mBer o/ )ays since case /i.e) M
:#8#; 1arrant Cases M
:#8#80 6+mBer o/ co+rt appearances CS Sc>e)+.e)
:#8#80#8 *+ry Tria.s CS Sc>e)+.e)
:#8#80#: Co+rt Tria.s CS Sc>e)+.e)
:#8#80#3 Pre.iminary E3aminations CS Sc>e)+.e)
:#8#80#$ ,ran) *+ry presentments CS Sc>e)+.e)
:#8#88 ,rant cases By type an) n+mBer CS Sc>e)+.e)
:#8#8: Restit+tion 5r)ers M
:#8#8:#8 %y n+mBer o/ cases M
:#8#8:#: %y )o..ar ?a.+e M
:#8#83 Me)ian Time M Fi.ing to Disposition M
:#8#83#8 A.. crimina. cases M
:#8#83#: %y case type M
%$% T>e system (i.. a..o( +sers to create a)-
>oc reports (it>o+t re@+iring -no(.e)ge
o/ programming .ang+ages#
CS CRMES (i.. s+pport
a)->oc reporting in a
near term re.ease
prior to 2F:00;#
%$& T>e system (i.. a..o( a)->oc reports to Be
create) +sing any o/ t>e )ata /ie.)s
re.ate) to a person or case#
6 CRMES B+i.t in a)-
>oc @+ery inc.+)es
manyC B+t not a..C
/ie.)s re.ate) to a
person or case#
CRMES can Be
mo)i/ie) to a..o(
reporting on
Marc> :8C :008 02
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
a))itiona. /ie.)s i/
necessary# n
a))itionC San
*oa@+in co+.) is a
t>ir)-party too.C s+c>
as Crysta. Reports to
@+ery t>e CRMES
)ataBase#
%$' T>e system (i.. Be capaB.e o/ e3porting
case.oa) an) /inancia. )ata to Microso/t
E3ce.#
M C+rrent.y t>e
CRMES app.ication
e3ports a..
App.ication Reports
to PDF# A ne(
App.ication Report
(o+.) nee) to Be
create) /or t>e
/inancia. )ata an)
t>e aBi.ity to e3port
a.. App.ication
Reports to E3ce. (i..
Be a))e) in a near
term re.ease#
%$( T>e system (i.. Be aB.e to )irect reports
to a (or-station screenC /i.eC net(or-
printer or net(or- e-mai. acco+nt#
C
%$) S+per?isors m+st Be aB.e to assignC
maintainC an) trac- cases in a.. mo)+.es#
C
:#2#8 n?estigati?e s+per?isors m+st Be aB.e to
assignC maintainC an) trac- ser?ice
re@+ests#
CS T>is /+nctiona.ity
KTas-L is sc>e)+.e)
/or a))ition to t>e
system prior to
Marc> :8C :008 04
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
2F:00;#
:#2#: !ictimF1itness s+per?isors m+st Be aB.e
to assignC maintainC an) trac- ?ictim
ser?ice re@+ests#
CS T>is /+nctiona.ity
KTas-L is sc>e)+.e)
/or a))ition to t>e
system prior to
2F:00;#
:#2#3 S+per?ising DDAs m+st Be aB.e to assignC
maintainC an) trac- case assignments an)
DDA case.oa)s#
C
& System Sec+rity
&$# A.. app.ication an) )ata /i.es m+st Be
protecte) /rom +na+t>oriAe) access#
C
3#8#8 Pass(or)s /or e?ery +ser# C
3#8#: 5t>er sec+rity an) a+t>oriAation met>o)sC
inc.+)ing aBi.ity to restrict access to
certain screens an) /ie.)s By +ser an)
+ser gro+p#
6 Pri?i.eges are
genera..y associate)
(it> t>e case type
an) screen .e?e.C
rat>er t>an t>e /ie.)
.e?e.# A .imite)
n+mBer o/ /ie.)s are
associate) (it>
pri?i.eges#
Mo)i/ications co+.)
Be ma)e to
associate a))itiona.
se.ect /ie.)s (it>
pri?i.egesC B+t not to
e3ten) speci/ic
pri?i.eges to every
/ie.) (it>in t>e
system#
3#8#3 System s>o+.) a..o( /or a+tomatic .ogin
(>en +sers are a+t>enticate) to t>e DA
6o?e.. net(or-#
M CRMES c+rrent.y
s+pports Microso/t
1in)o(s ntegrate)
Marc> :8C :008 08
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
A+t>entication#
&$% A+t>oriAe) personne. m+st Be aB.e to
a))C c>angeC or )e.ete pass(or)s#
C
&$& System a)ministrator m+st Be aB.e to
speci/y (>ic> /+nctions in)i?i)+a. +sers or
gro+ps o/ +sers can per/orm#
C
3#3#8 A)ministrator C
3#3#: Manager or +nit s+per?isor C
3#3#3 Reg+.ar +ser C
3#3#$ n@+iry on.y C
&$( T>e system (i.. pro?i)e an a+)it trai. /or
e?ery )ata entry an) c>ange#
CS T>is /eat+re (i.. Be
a))e) in a near term
re.ease prior to
2F:00;#
&$) T>e system (i.. a..o( )esignation o/
certain /ie.)s /or re@+ire) entry Be/ore
e3itingF+p)ating t>e screen#
C
&$* Any /ie.) can Be ma)e a sec+re /ie.)
re@+iring a)ministrator access#
6 See o+r response to
3#8#:
&$+ T>e system (i.. pro?i)e t>e aBi.ity to
restrict access to a case recor) or portion
o/ a case recor) /or ?ie(ing an)For
+p)ating By specia..y a+t>oriAe) +sers or
+ser gro+ps#
C ,enera. system
sec+rity is Base) on
ro.es# Users are
assigne) to one or
more ro.es# T>e ro.e
)e/ines t>e portion o/
a case accessiB.e to
+sers in t>e ro.eC an)
t>e /+nctions
GCreateC Rea)C
Up)ateC De.ete an)
E3ec+teH t>at t>e
+sers may per/orm
per screen# An
a))itiona. /eat+re
Marc> :8C :008 0;
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
a..o(s an in)i?i)+a.
case to Be mar-e)
Ksensiti?eCL (>ic>
ren)ers t>at case
accessiB.e on.y to
t>ose assigne) to
(or- on t>e case
an) t>ose (it>
specia. pri?i.eges#
&$, T>e system (i.. pro?i)e /or comp.ete
)e.etion o/ speci/ic in/ormation or a
speci/ic case recor)C inc.+)ing )e.etion o/
t>e a+)it trai.C By t>e system a)ministrator
on.y an) +pon receipt o/ an appropriate
co+rt or)er#
C CRMES a..o(s en)
+sers (it> t>e
appropriate pri?i.ege
to )e.ete a case or
portion o/ a case#
T>e a)ministrator
can a.so KE3p+ngeL
t>e case (>ic> on.y
.ea?es a sma..
/ootprint o/ t>e caseC
or t>ey can remo?e it
/rom t>e )ataBase#
' n@+iry Re@+irements
'$# T>e system (i.. pro?i)e /or t>e aBi.ity to
searc> /or in/ormation +sing any /ie.) or
comBination o/ /ie.)s containe) in t>e
recor)s#
6 T>e system pro?i)es
/or searc> By manyC
B+t not a.. /ie.)sC
containe) in t>e
recor)s# T>e
sc>e)+.e) a)->oc
reporting /+nction (i..
pro?i)e a (ay to
.ocate cases By e?en
more /ie.)s as (e..#
'$% T>e system m+st Be aB.e to searc> Base)
on partia. namesC a))resses or ot>er
M T>e system a..o(s
searc> on partia.
Marc> :8C :008 20
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
entries# namesC B+t not on
partia. a))resses#
T>is (o+.) re@+ire a
simp.e mo)i/ication#
'$& T>e system (i.. Be aB.e to searc> /or
in/ormation (it>in partic+.ar rangesC
inc.+)ing )ate ranges an) crime types#
C
'$' T>e system (i.. a..o( searc>es /or ?a.+es
Kgreater t>anLC K.ess t>anLC an) Knot e@+a.
toL#
C
'$( T>e system (i.. a..o( +sers to procee)
)irect.y to t>e appropriate searc> /ie.)s
(it>o+t >a?ing to scro.. or ot>er(ise mo?e
t>ro+g> ot>er /ie.)s or screens#
C Primary searc>
criteria are present
at a.. timesJ /+..
searc> criteria
a?ai.aB.e on searc>
screenC (>ic> is
)irect.y accessiB.e
/rom main men+#
(

T Re@+irements C
($# T>e system m+st Be capaB.e o/ printing to
a ?ariety o/ printers an) p.otters#
C
($% T>e system m+st Be aB.e to Bac-+p )ata
to ?ario+s types o/ me)ia /or o//-site
storage#
CFT CRMES is
compatiB.e (it> a..
ma=or t>ir)-party
Bac-+p so/t(are
app.ications#
($& T>e system m+st +se an in)+stry
stan)ar) re.ationa. )ataBase
management system GRD%MSH t>at is
comp.iant (it> t>e American 6ationa.
Stan)ar)s nstit+te GA6SH# T>ere s>o+.)
C
Marc> :8C :008 28
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
Be 5pen DataBase Connecti?ity G5D%CH
)ri?ers so t>at ot>er so/t(are app.ications
may access e3porte) )ata#
($' T>e system m+st Be comp.iant (it>
,.oBa. *+stice XM' stan)ar)s as
speci/ie) By t>e US Department o/ *+stice
M 5//ice o/ *+stice Programs an) 6ationa.
n/ormation E3c>ange Mo)e. G6EMH
stan)ar)s#
6 1e Base) o+r initia.
)esign o// t>e *+stice
XM' sc>emaC B+t
>a?e mo)i/ie) an)
optimiAe) t>e
sc>ema to enaB.e a
more stream.ine) E
c+stomiAaB.e
(or-/.o( an) system
/or DA o//ices +se#
($( T>e system m+st Be aB.e to e3c>ange
)ata (it> ot>er so/t(are inc.+)ing B+t not
.imite) toD
M
0#0#8 San *oa@+in Co+nty&s integrate) .egacy
systemsD
M
0#0#8#8 Crimina. *+stice n/ormation System
GC*SH
M
0#0#8#: *+?eni.e *+stice n/ormation System
G**SH
M
0#0#8#3 'oca. Area 1arrant System G'A1SH M
0#0#: District Attorney in->o+se )ata Bases M
0#0#3 E-mai. - 6o?e.. ,ro+p 1ise C
0#0#$ nternet %ro(sers C
0#0#$#8 nternet E3p.orer C
0#0#$#: 5t>er <TM' comp.iant Bro(sers M
0#0#0 1eB Ser?ices C
0#0#0#8 Pro?i)e) ?ia <TTPSC <TTPC XM'C *A!A C
0#0#0#: ABi.ity to access system ?ia Bro(ser /ront
en) or t>in c+stomer#
C
Marc> :8C :008 2:
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
0#0#2 Des-top app.ications inc.+)ingD C
0#0#2#8 Microso/t 5//ice :003 M AccessC E3ce.C
1or)C Po(erPoint
C
0#0#2#: 1or)Per/ect C See o+r response to
8#:$ aBo?e#
0#0#4 Crysta. Reports C C%ER >as +se)
Crysta. Reports /or
ot>er CRMES
c+stomers#
0#0#8 5t>er agency Recor) Management
Systems GRMSH or )oc+ment
management systems Ge#g# 5n%aseH#
M 5nce San *oa@+in
pro?i)es C%ER (it>
mapping in/ormationC
on.y minor
mo)i/ications (i.. Be
re@+ire) /or t>e
inter/aces#
($) Per/ormance
0#2#8 Per/ormance Criteria M gi?en 300
conc+rrent +sers an) a pro=ecte)
)ataBase o/ 800C000 /i.es t>e system
m+st meet t>e /o..o(ing speci/ications
(>i.e r+nning on a 800mB 'A6
connection#
C
0#2#8#8 Mo?ing /rom screen to screen or /ie.) to
/ie.) s>o+.) not ta-e more t>an 8 secon)#
6 P.ease note t>at t>is
is tr+e /or t>e
ma=ority o/ t>e
screens (it>in
CRMES# <o(e?erC
some /ie.)s +ti.iAe
A*AX (>ic> may
ta-e .onger t>an a
secon) to .oa)#
0#2#8#: Mo?ing /rom one recor) to anot>er s>o+.) 6 See o+r response /or
Marc> :8C :008 23
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
not ta-e more t>an : secon)s# 0#2#8#8 aBo?e#
0#2#8#3 'oo-+p o/ a recor) (it> a speci/ic -eye)
?a.+e s>o+.) not ta-e more t>an 0
secon)s#
C
0#2#8#$ Recor)ing o/ a speci/ic -eye) screen
?a.+e s>o+.) not ta-e more t>an 0
secon)s#
C
0#2#: Sca.aBi.ity C
0#2#:#8 T>e system m+st Be sca.aB.e to
accommo)ate t(ice t>e n+mBer o/ +sers
an) t>ree times t>e )ataBase siAe /or at
.east 4 years#
C
0#2#:#: Users can rep.ace or a)) on components
to increase capacity o/ spee) Ge#g# B.a)e
ser?er tec>no.ogyH#
C
0#2#:#3 T>ere m+st Be t>e capaBi.ity to mo?e )ata
to a separate >istorica. )ataBase# T>e
system s>o+.) Be aB.e to contain at .east
4 years o/ )ata#
C
0#2#3 Screen 6a?igation - T>e system m+st
a..o( +sers to mo?e /ree.y Bet(een
screens (it>o+t >a?ing to ret+rn to a main
men+ an) m+st not re@+ire re-entry o/ t>e
same in/ormation on m+.tip.e screens#
C
0#2#$ Data Manip+.ation C
0#2#$#8 A.. ?a.i)ation m+st Be )one By +ser )ri?en
taB.es#
6 Most ?a.i)ation is
accomp.is>e) By
+ser-)ri?en taB.esC
B+t t>ere are some
instances in (>ic>
t>e ?a.i)ation is
inc.+)e) in a
Marc> :8C :008 2$
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
c+stomiAation .ayer
G/or e3amp.eC specia.
/ie.) /ormatting
re@+irements are not
taB.e-)ri?enH#
0#2#$#: Data manip+.ation m+st Be accomp.is>e)
(it>o+t )ecreasing system per/ormance
times#
C
0#2#$#3 Data s>o+.) >a?e )e/a+.t ?a.+es (>ere
app.icaB.e#
C
0#2#$#$ Users m+st Be a..o(e) to a))C +p)ateC
)e.eteC storeC print or )isp.ay in/ormation
(it>o+t e3iting t>e system
C
0#2#$#0 Users m+st Be aB.e to searc>C @+eryC an)
s+mmariAe )ata#
C
0#2#$#2 Reports s>o+.) Be aB.e to contain grap>sC
c>arts or ot>er grap>ic representations o/
)ata in t>e system#
M C%ER recommen)s
t>e +se o/ a t>ir)-
party reporting too.
to create grap>ic
representations o/
)ata#
0#2#$#4 System a)ministrator m+st Be aB.e to a))
ne( /ie.)s to t>e )ataBase#
6 T>e system
a)ministrator can
+se t>e K)etai. /ie.)L
to e3pan) )ata
co..ectionC B+t t>e
a)ministrator cannot
a.ter t>e )ataBase
itse./#
0#2#0 M+.ti-+ser En?ironment M T>e system
m+st Be capaB.e o/ pre?enting .oss o/
in/ormation By sim+.taneo+s +p)ates#
C
0#2#2 T>e system m+st a..o( +sers to access
m+.tip.e app.ications on t>eir (or-stations
C
Marc> :8C :008 20
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
at t>e same time#
0#2#4 Sec+rity C
0#2#4#8 T>e system m+st >a?e a DataBase
A)ministration Mo)+.e to a..o( a system
a)ministrator to manage .oca. an) remote
+ser access#
C
0#2#4#: Pass(or)s C
0#2#4#:#8 System an) app.ication .e?e. pass(or)s
m+st Be encrypte) )+ring +ser
a+t>entication#
C
0#2#4#:#: Users s>o+.) Be aB.e to c>ange t>eir o(n
pass(or)s#
C
0#2#4#:#3 Uti.ities s>o+.) Be incorporate) to en/orce
r+.es regar)ing pass(or) constr+ction
an) /orce pass(or) c>ange at a
pre)etermine) time#
C
0#2#4#:#$ System s>o+.) protect against m+.tip.e
attempts to )etermine a +ser pass(or)C at
minim+m 3-try .oc-o+t (it> reset By
system a)ministrator#
C
0#2#4#3 Users (it>o+t access to a screen s>o+.)
not see or Be a(are o/ t>at screen#
C
0#2#8 n t>e e?ent o/ system /ai.+reC t>ere m+st
Be a means o/ reco?ering .ost )ata (it>in
$ >o+rs t>at is easy to +seC an) can Be
)emonstrate) an) )oc+mente) By t>e
?en)or#
CFT CRMES +ses t>e
S9' :000 B+i.t in
reco?ery /eat+re#
) System S+pport C
)$# !en)or S+pport C
2#8#8 !en)or m+st i)enti/y )epartment T an) C
Marc> :8C :008 22
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
sta//ing nee)sC re@+ire) s-i.. setC an) time
commitments /or pro)+ct imp.ementation#
2#8#: !en)or m+st i)enti/y )epartment T an)
sta//ing nee)sC re@+ire) s-i.. setC an) time
commitments /or on-going s+pport#
C
2#8#3 !en)or m+st i)enti/y any co+nty
n/ormation Systems Di?ision GSDH
sta//ing nee)sC re@+ire) s-i.. setC an) time
commitments necessary to imp.ement
connecti?ity Bet(een propose) system
an) co+nty .egacy systems
C
2#8#$ !en)or nee)s to Be a(are o/ a.. -no(n
sec+rity ?+.neraBi.ities o/ t>e operating
system an) a.. propose) system +ti.ities
an) >a?e incorporate) t>e appropriate
?+.neraBi.ity so.+tions into t>e system
)esign#
C
2#8#0 !en)or s>o+.) >a?e a system /or
monitoring sec+rity B+..etins /or t>e
operating system an) a.. system +ti.ities
an) pro?i)e an) app.y t>e appropriate
+pgra)es or Kpatc>esL /or ne(.y
)isco?ere) ?+.neraBi.ities#
6 t is common
practice t>at t>e SD
)i?ision app.ies t>e
system patc>#
C%ER (i.. app.y any
CRMES app.ication
patc>es#
2#8#2 !en)or (i.. pro?i)e on-site s+pport (it>in
$ >o+rs o/ re@+est#
C
)$% Upgra)esC Up)ates an) Ann+a. S+pport C
2#:#8 T>ere m+st Be a means to a+tomatica..y
)istriB+te +p)ate) so/t(are to a..
(or-stations#
C CRMES is a (eB
so.+tion an) t>ere is
no nee) to )istriB+te
any CRMES
+p)ates to
(or-stations#
2#:#: !en)or s>a.. pro?i)e +p)ates to -eep 6 T>is )epen)s on t>e
Marc> :8C :008 24
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
so/t(are comp.iant (it> c>anging .ega.
an) tec>nica. en?ironment at .east t(ice
per yearC (it> notice to t>e system
a)ministrator#
act+a. .ega. or
tec>nica. c>ange
re@+ire)#
2#:#3 System (i.. inc.+)e minim+m o/ : years o/
+pgra)esC so/t(are +p)ates an) ma=or
system re?isions (it>o+t a))itiona.
c>arge
6 C%ER cannot o//er
t(o years /ree
maintenance an)
s+pport an) stay
(it>in t>e B+)get
.imit impose) By t>e
Co+nty in t>e
RFP# C%ER can
pro?i)e maintenance
an) s+pport as
price) options
a?ai.aB.e to t>e
Co+nty at an
a))itiona. c>arge o/
88O o/ t>e CRMES
'icense Fees per
ca.en)ar year# Eac>
maintenance an)
s+pport option year
e3tension may Be
e3ercise) By t>e
Co+nty By pro?i)ing
(ritten notice to
C%ER not .ess t>an
20 )ays prior to t>e
en) o/ t>e t>en
c+rrent contract
term#
Marc> :8C :008 28
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
A.ternati?e.yC C%ER
can pro?i)e
maintenance an)
s+pport to t>e
Co+nty on a time
an) materia.s Basis
as nee)e) at
C%ER&s t>en c+rrent
rates /or s+c>
ser?ices# C%ER is
a.so open to
negotiating a
re)+ction in t>e
scope o/ t>e initia.
pro=ect s+//icient to
/+..y /+n) t>e ann+a.
maintenance an)
s+pport c>arges /or
t(o years#
2#:#$ 5ptiona. so/t(are an) system +pgra)e
s+pport m+st Be a?ai.aB.e /or a))itiona.
years t>ro+g> a set /ee maintenance
agreement#
C
)$& System Doc+mentation C
2#3#8 5n .ine man+a.s in PDF /ormat C
2#3#: Compre>ensi?e +sers man+a.GsH /or a..
so/t(are operations containing screen
i..+strationsC samp.es o/ reports an)
)etai.e) instr+ctions s+//icient to teac>
non-tec>nica. an) a)ministrati?e
personne. to operate t>e so/t(are#
C
)$' Training s>o+.) Be a?ai.aB.e on-site /orD C
Marc> :8C :008 2;
Proposal - Response to RFP #08-03
District Attorney Case Management System
FUNCTIONAL REUIRE!ENT"
RE"PON"E
CODE CO!!ENT"
2#$#8 Department T sta// C
2#$#: System +sers C
)$( To.. /ree >e.p n+mBer s>o+.) Be a?ai.aB.e
)+ring B+siness >o+rs GPaci/ic TimeH
a.ong (it> a >e.p .ine a?ai.aB.e :$ 3 4 /or
tec>nica. proB.ems#
C
S P.ease note t>at t>e re@+irements t>at are mar-e) (it> KCSL (i.. Be inc.+)e) in a near term re.ease an) (i.. Be inc.+)e) in t>e
pro)+ct t>at San *oa@+in recei?es in *+.y o/ :00;#
tems speci/ie) in t>e aBo?e F+nctiona. Re@+irements taB.e t>at C%ER >as c.assi/ie) as comp.iant are Base) on o+r +n)erstan)ing
o/ t>e re@+irement as it pertains to /eat+res in>erent (it>in CRMES# C%ER >as not consi)ere) or B+)gete) any c+stomiAation to
t>ese /eat+res as a part o/ t>is pro=ect# S>o+.) San *oa@+in Co+nty re@+est C%ER to mo)i/y t>e operationsC Be>a?ior or processing
/.o( /or a CRMES /eat+re )esignate) as comp.iantC s+c> mo)i/ication m+st Be m+t+a..y agree) +pon By C%ER an) San *oa@+in
Co+nty an) accompanie) By an a+t>oriAe) C>ange 5r)er containing a))itiona. c+stomiAation time an) cost re@+irements o?er t>at
(>ic> >as Been B+)gete) /or t>is pro=ect#
Marc> :8C :008 40
Proect !""roac#
1ro2ect Lifec(cle Met*odolog( 3+er+iew
C%ER&s pro=ect .i/ecyc.e met>o)o.ogy /or CRMES )ep.oyment pro=ects is o+r ncrementa.
Prototyping Met>o)o.ogy GPMH# PM /oc+ses on optimiAing t>e imp.ementation o/ t>e stan)ar)
app.icationsC an) e3ec+ting on.y strategic c+stomiAations# T>is approac> res+.ts in CRMES
imp.ementations (it> gra)+ate) -no(.e)ge trans/er an)C most important.yC >ig> +ser o(ners>ip#
PM +ti.iAes a B+i.)ing B.oc- approac> to )e.i?er a more sop>isticate) prototype o/ t>e Base
pro)+ct ?ia incrementa..y a))ing c+stomer-re@+este) so/t(are /+nctiona.ity an) or system
an)For )ata con/ig+ration# Eac> incrementa. prototype B+i.)s on t>e (or- o/ t>e pre?io+s stage
a..o(ing +sers to grasp t>e concepts o/ t>e so/t(are Be/ore progressing to t>e ne3t set o/
prototyping acti?ities#
PM contains /i?e stages# T>e /o..o(ing grap>ic i..+strates t>e incrementa. prototyping nat+re o/
PM#
Marc> :8C :008 48
Marc> :8C :008 4:
Eac> CRMES )ep.oyment is +ni@+e# Fe( pro=ects +ti.iAe a.. o/ t>e tas-s an) )e.i?eraB.es
a?ai.aB.e in PM# C%ER >as tai.ore) PM /or +se at San *oa@+in Co+nty to Ba.ance o+r
+n)erstan)ing o/ San *oa@+in Co+nty&s B+siness re@+irementsC organiAationa. pro/icienciesC as
(e.. as time an) B+)getary constraints# T>e /o..o(ing taB.es )escriBe t>e ma=or acti?ities an)
)e.i?eraB.es (it>in eac> incrementa. prototype o/ C%ER&s PM met>o)o.ogy /or t>is pro=ect#
Discover. Resultin/ Deliverables
Pro0ect C1arter "essions
C%ER (i.. (or- co..aBorati?e.y (it> San
*oa@+in Co+nty&s pro=ect sta-e>o.)ers in
7ic-o// Meeting (or- sessions toD
Determine t>e critica. s+ccess /actors to
s+ccess/+..y comp.ete t>e pro=ect an)
con/irm pro=ect scopeC tec>nica.
in/rastr+ct+re re@+irementsC an) San
*oa@+in Co+nty&s Pro=ect Sta-e>o.)er
reso+rce re@+irements#
)enti/y pro=ect team ro.es an)
responsiBi.itiesJ re?ie( an) con/irm pro=ect
imp.ementation strategy GPro=ect C>arterH
(it> pro=ect team Gcon?ersionC inter/aceC
reportingC testingC trainingC c>ange
managementH#
EstaB.is> an) comm+nicate pro=ect
management contro. processes#
)enti/y ris- /actors an) )e?e.op t>e
approac> an) action items to mitigate ris-#
De?e.op comm+nication p.an an)
sc>e)+.e /or e3ec+ti?e team an) pro=ect
team meetings#
Pro=ect C>arter Ginc.+)ingH
Con?ersion Strategy
nter/ace Strategy
Reporting Strategy
Testing Strategy
En)-User Training Strategy
C>ange Management Strategy
Pro=ect Team 7ic-o// Meeting
Pre.iminary Pro=ect Sc>e)+.e
FitF,ap Sc>e)+.e
Pro=ect Management Contro.s
Comm+nication P.an
A s>are) ?ision /or pro=ect goa.sC scopeC ro.es an)
responsiBi.ities an) pro=ect strategies M Team
%+i.)ing
Fit 23ap Anal.sis 4or5s1ops
Fit23ap "essions 6 Faci.itate FitF,ap
sessions (>ic> (i.. Be >e.) (it> -ey
sta-e>o.)ers /rom a.. a//ecte) San *oa@+in
Co+nty areas in?o.?e) an) (>o can
comm+nicate San *oa@+in Co+nty&s B+siness
re@+irements against /eat+res not a?ai.aB.e in
t>e CRMES so/t(are or (i.. re@+ire
con/ig+ration Ge#g#C )ata con?ersionC
inter/acesC an) reportsH# C%ER (i.. )e/ine
approac>es to a))ress t>e gaps an) pro?i)e
estimates o/ e//ort /or eac> approac>#
FitF,ap Sessions
FitF,ap Ana.ysis Doc+ment
Con/irme) scope /or s+Bse@+ent incrementa.
prototypes
A+t>oriAe) C>ange 5r)ersC i/ necessary
Marc> :8C :008 43
Discover. Resultin/ Deliverables
Fit23ap Document 6 De?e.op FitF,ap
Doc+ment inc.+)ing estimates o/ e//ort /or
eac> )e/ine) approac> an) pro?i)e C%ER&s
recommen)e) inc.+sion o/ items G(it>
)oc+mente) C>ange 5r)ersC i/ app.icaB.eH to
Be a))resse) )+ring s+Bse@+ent acti?ities
associate) (it> Con/ig+rationC Comp.e3
E3tension an) En?ironmenta. A)aptation
incrementa. prototypes# ,ain signo// on
)e/inition an) potentia. inc.+sion in scope /or
eac> gap item#
Detaile7 Pro0ect "c1e7ule 6 Detai.e) Pro=ect
P.an is )e?e.ope) Base) on t>e )e/ine) ,ap
So.+tions appro?e) By San *oa@+in Co+nty
.ea)ers>ip at t>e conc.+sion o/ t>e FitF,ap
Ana.ysis#
Detai.e) Pro=ect Sc>e)+.e
Disco?ery Signo// /orD
FitF,ap Ana.ysis Doc+ment
Detai.e) Pro=ect Sc>e)+.e
Confi/uration Resultin/ Deliverables
8asic Confi/uration 6 Dep.oy CRMES in a
)e?e.opmentFtest en?ironment an) con)+ct
con/ig+ration p.anning sessions on CRMES
to )e/ine >o( t>e system taB.es (i.. Be
con/ig+re) to meet San *oa@+in Co+nty&s
re@+irements# T>e con/ig+ration p.anning
sessions (i.. a.so Be an opport+nity to i)enti/y
an)For con/irm en)-+ser training nee)s#
Interface Plannin/ 6 Detai.e) p.ans an) test
scripts are create) /or t>e inter/aces i)enti/ie)
in t>e RFP an) re/ine) )+ring t>e FitF,ap
process#
Conversion Plannin/ 6 A+tomate) an)
Man+a. )ata con?ersion so+rces an) any
a))itiona. )ata so+rces i)enti/ie) )+ring t>e
FitF,ap processC )ata mappingC c+stomer
)ata c.ean+p process an) )ata testing is
)etermine)# T>e con?ersion approac> an)
sc>e)+.e are )e?e.ope) into a
%asic Con/ig+ration an) )ep.oyment o/ t>e
CRMES App.ication
%asic Data Con?ersion
nter/ace P.an
Con?ersion P.an
Report P.an
Sec+rity Con/ig+ration
Testing o/ %ase System (it> San *oa@+in Co+nty
)ata
De.i?eraB.e Appro?a. an) Signo// Process /orD
%asic Con/ig+ration o/ App.ication
nter/ace P.an
Con?ersion P.an
Report P.an
Sec+rity Con/ig+ration
Testing o/ %ase System (it> San
*oa@+in Co+nty )ata
Marc> :8C :008 4$
Confi/uration Resultin/ Deliverables
compre>ensi?e p.an#
Report Plannin/ 6 Detai.e) reporting
ana.ysis an) test scripts are )e?e.ope) to
)e/ine t>e stan)ar) reports to Be +se) an)
any a))itiona. reports i)enti/ie) )+ring t>e
FitF,ap process#
"ecurit. Confi/uration 6 Con/ig+re
CRMES sec+rity an) test scripts to meet t>e
B+siness an) sec+rity re@+irements o/ San
*oa@+in Co+nty#
8asic Conversion 6 De?e.op Con?ersion
e3tracts an) .oa) scripts /or eac> con?ersion
so+rce an) any a))itiona. )ata con?ersion
so+rces i)enti/ie) )+ring t>e FitF,ap process#
Con?erte) )ata is e3tracte)C c.eanse) an)
?a.i)ate) By t>e c+stomer#
Data Conversion Testin/ 6 Per/orm testing
to ens+re t>at t>e comp.ete system /+nctions
as )esigne) (it> con?erte) )ata inc.+)ingD
CRMES Component testingC Con?ersion
script testsC an) )ata mapping integrity#
Con/ig+ration Acceptance Signo//
Comple9 E9tensions Resultin/ Deliverables
Customi:ations 6 Design an) )e?e.op t>e
c+stomiAations )e/ine) an) appro?e) )+ring
t>e FitF,ap Ana.ysis an) in comp.iance (it>
C%ER recommen)ations# De?e.op test
scripts an) +nit test to ?eri/y eac> component
/+nctions as )esigne)#
Comple9 E9tension Testin/ 6 Per/orm
c+stomer testingC as m+t+a..y agree) +pon
)+ring t>e FitF,apC to ens+re t>at CRMES
/+nctions as )esigne)#
De?e.ope) an) Unit Teste) C+stomiAations
C+stomer Test o/ C+stomiAations M Comp.e3
E3tensions
De.i?eraB.es Appro?a. an) Signo// /orD
De?e.ope) C+stomiAations
C+stomiAation Test Scripts
Comp.e3 E3tensions Acceptance
Signo//
Marc> :8C :008 40
Environmental A7aptations Resultin/ Deliverables
Interface Development 6 DesignC )e?e.op
an) test c+stom system inter/aces Base) on
t>e inter/ace p.ansC agree) +pon in t>e
FitF,ap Ana.ysis an) in comp.iance (it>
Con/ig+ration speci/ications#
Report an7 Document Development 6
De?e.op an) test c+stom )e.i?ere) reports
an) )oc+ments Base) on t>e re@+irements
agree) +pon in t>e FitF,ap Ana.ysis an) in
comp.iance (it> Con/ig+ration speci/ications#
Environmental A7aptation Testin/ 6
Per/orm c+stomer testing to ens+re t>at t>e
comp.ete system /+nctions as )esigne)
inc.+)ingD So/t(are Component an)
En?ironmenta. A)aptations Acceptance
testing#
nter/aces De?e.ope) an) Teste)
Reports an) Doc+ments De?e.ope) an) Teste)
De.i?eraB.es Appro?a. an) Signo// /orD
nter/ace De?e.opment
Reports an) Doc+ment De?e.opment
En?ironmenta. A)aptations
Acceptance Signo//
Deplo.ment Resultin/ Deliverables
Final 3o Live Plan 6 De?e.op a )etai.e)
sc>e)+.e o/ e?ents t>at m+st occ+r to
prepare t>e pro)+ction en?ironment an)
s+pport /or K,o 'i?eL#
Con7uct En7;User Trainin/ 6 De?e.op En)-
User training man+a.s an) per/orm en)-+ser
training to prepare t>e en) +sers to s+pport
testing an) +.timate.y pro)+ction
Perform User Acceptance Tests 6 Per/orm
CRMES testing (it> respect to So/t(are
Component testingC System nter/ace testingC
an) Stress testing# Res+.ts are recor)e) an)
incorporate) into a UAT Res+.ts )oc+ment /or
San *oa@+in Co+nty appro?a.#
Fina. ,o 'i?e P.an
En)-User Training Materia.s
En)-User Training Con)+cte)
UAT Testing
Pro)+ction Dep.oyment an)
Fina. Data Con?ersion
De.i?eraB.es Appro?a. an)
Signo// /orD
Fina. ,o 'i?e P.an
,o 'i?e Rea)iness Assessment
Training Man+a.s
En)-User Training
UAT Res+.ts Report
CRMES Pro)+ction Dep.oyment an)
Fina. Data Con?ersion
Dep.oyment Acceptance Signo//
Marc> :8C :008 42
Pro7uction Deplo.ment an7 Final Data
Conversion 6 Con)+ct CRMES pro)+ction
en?ironment )ep.oyment an) Fina. Data
Con?ersion to ens+re t>e most c+rrent )ata is
a?ai.aB.e /or a.. app.ications as p.anne) in t>e
Con?ersion P.an#
T>e a/orementione) )e.i?eraB.es (i.. Be prepare) By C%ERC in co..aBoration (it> San *oa@+in
Co+ntyC t>ro+g>o+t t>e co+rse o/ t>e pro=ect accor)ing to o+r PM met>o)o.ogy# D+ring
Disco?ery an)For prior to initiating (or- on a speci/ic pro=ect )e.i?eraB.eC C%ER an) San
*oa@+in Co+nty (i.. m+t+a..y )etermine )e.i?ery acceptance criteria#
San Joa4uin Count( CRIMES 1ro2ect Lifec(cle
T>e /o..o(ing /+rt>er )escriBes t>e PM acti?ities associate) (it> t>is pro=ect# A (or- Brea-)o(n
str+ct+re containing t>ese acti?ities /o..o(s in t>e KPro=ect Sc>e)+.eL section o/ t>is )oc+ment#
"isco+er(
D+ring t>e Disco?ery Stage o/ t>e pro=ectC C%ER inten)s to accomp.is> se?era. oB=ecti?es t>at
(i.. c.ear.y )e/ine >o( t>e pro=ect (i.. s+pport San *oa@+in Co+nty&s core case management
oB=ecti?es#

T>e Disco?ery Stage s+pports integration into San *oa@+in Co+nty&s core oB=ecti?es in se?era.
(ays# At a >ig> .e?e.C it )escriBes >o( t>e pro=ect (i.. accomp.is> oB=ecti?es t>at are .in-e) to
San *oa@+in Co+nty&s case management strategy# At a more gran+.ar .e?e.C it )issects t>e
strategy into e3ec+taB.e steps )esigne) to accomp.is> t>e oB=ecti?es o+t.ine) /or t>e pro=ectT
Pro=ect C>arter i)enti/ies t>e scopeC approac>C oB=ecti?esC s+ccess criteriaC an) re.ate)
pro=ect speci/ic a)ministrati?e /+nctions# T>e C>arter estaB.is>es >o( t>e pro=ect team
agrees to interact Bet(een t>emse.?esC t>e Pro=ect&s Sta-e>o.)ersC an) constit+ents# Pro=ect
A)ministration speci/ies t>e /re@+ency an) content o/ pro=ect reportingC ris- an) iss+e
ana.ysis an) re?ie(C an) pro=ect team meeting sc>e)+.es# ,o?ernance )escriBes t>e
)ecision ma-ing str+ct+re o/ t>e pro=ect team#
T>e Pro=ect Sc>e)+.e i)enti/iesC at a tas- .e?e.C t>e (or- t>at m+st Be accomp.is>e) By t>e
=oint teamC t>e estimate) e//ort re@+ire)C reso+rce assignmentsC an) re.ations>ip Bet(een
tas-s#
FitF,ap estaB.is>es t>e core B+siness an) tec>nica. re@+irements /or t>e initia.
imp.ementation o/ t>e CRMES so/t(are# T>e /it ana.ysis (i.. reso.?e a.. >ig> priority gaps
+sing ?ario+s approac>es inc.+)ing process c+stomiAationC (or-aro+n)sC an) ot>er
tec>nica. so.+tions s+c> as (or-/.o( or reports#
At t>e conc.+sion o/ t>e Disco?ery StageC t>e team (i.. >a?e )e?e.ope) t>e Pro=ect&s C>arter
(>ic> (i.. re/ine an) c.ari/y t>e oB=ecti?es an) scope o/ t>e pro=ect an) integrate t>e e3ec+ti?e
Marc> :8C :008 44
management team (it> t>e pro=ect team memBers# T>e res+.t is t>at t>e pro=ect (i.. >a?e a
roa)map in p.ace )esigne) to meet t>e B+siness oB=ecti?es i)enti/ie) By San *oa@+in Co+nty#
More important.yC t>e roa)map (i.. a..o( t>e pro=ect&s sponsor an) sta-e>o.)ers t>e aBi.ity to
meas+re progress to(ar)s t>e inten)e) o+tcomes an) @+ic-.y respon) to ?ariance#
5n a tactica. .e?e.C t>e pro=ect team (i.. >a?e comp.ete) a re?ie( o/ t>e pre?io+s.y )oc+mente)
B+siness an) tec>nica. re@+irements /or /eat+res not categoriAe) as comp.iant (it>in t>e
F+nctiona. Re@+irements taB.e# T>is ana.ysis (i.. pro?i)e Bac-gro+n) aBo+t San *oa@+in
Co+nty&s c+rrent B+siness processing necessary /or t>e pro=ect team to Begin to con/ig+re t>e
CRMES system to ac>ie?e t>e oB=ecti?es estaB.is>e) in t>e Pro=ect C>arter#
<ig> .e?e. Disco?ery tas-s inc.+)eD
Conduct Project Charter Sessions (Kickoff eetin!s" # Up to : )ays o/ meetings (it> San
*oa@+in Co+nty pro=ect sta-e>o.)ers to )isc+ssC m+t+a..y agree +pon an) )oc+ment pro=ect
strategy an) oB=ecti?esC pro=ect a)ministrationC management contro.sC an) FitF,ap sessions
sc>e)+.e#
Finali$e %nitial Project Schedule # %ase) on Pro=ect C>arter Session )isc+ssionsC /ina.iAe
initia. pro=ect p.an /or re?ie( (it> San *oa@+in Co+nty pro=ect sta-e>o.)ers#
Conduct Fit&'ap Sessions # C%ER an) San *oa@+in Co+nty reso+rces (i.. atten) $ sessionsC
.asting +p to : )ays apiece to )isc+ss an) )oc+ment Gin t>e /orm o/ a FitF,ap Ana.ysis
)oc+mentH re@+irements gaps associate) (it>D
App.ication /eat+res re@+iring c+stomiAation per t>e taB.e )escriBe) in t>e KF+nctiona.
Re@+irementsL section o/ t>is )oc+ment
Data Con?ersion so+rces
System nter/aces
Report an) Doc+ment generation
S+Bse@+ent to t>e sessionsC t>e FitF,ap Ana.ysis )oc+ment (i.. Be conso.i)ate) into )ra/t /orm
(it> a.. gap items )e/ine) an) estimate) /or s+Bse@+ent )e?e.opmentFc+stomiAation an) testing
e//orts# %ase) on B+)get an) RFP scope constraints /actore) into C%ER&s /i3e) price pro=ect
response )escriBe) (it>in t>is )oc+mentC gap item C>ange 5r)er )oc+ments (i.. Be generate)
i/ t>e /o..o(ing con)itions e3ist s+Bse@+ent to comp.eting FitF,ap ana.ysisD
Tota. >o+rs estimate) to )e?e.op an) +nit test System nter/ace gap items e3cee)s 800
(or- e//ort >o+rs
A))itiona. So/t(are C+stomiAation re@+irements are )etermine) Beyon) t>ose
categoriAe) as KML or KTL in t>e taB.e s>o(n in t>e KF+nctiona. Re@+irementsL section o/
t>is )oc+ment
A))itiona. Data Con?ersion so+rces are )etermine) ot>er t>an t>ose i)enti/ie) taB.e
s>o(n in t>e KF+nctiona. Re@+irementsL section o/ t>is )oc+ment
Marc> :8C :008 48
FitF,ap items (it> correspon)ing C>ange 5r)ers (i.. Be )isc+sse) (it> San *oa@+in Co+nty
sta-e>o.)ers /or inc.+sion in t>e scope o/ t>e pro=ect G(it> recommen)ations By C%ERH# San
*oa@+in Co+nty (i.. )etermine +.timate /+nctiona. scope items an)C i/ app.icaB.eC a+t>oriAe
C>ange 5r)ers /or a))itiona. scope items Beyon) t>at (>ic> >as Been p.anne) an) B+)gete)
By C%ER#
Finali$e Detailed Project Schedule # C%ERC Base) on res+.ts o/ t>e pre?io+s acti?ityC (i..
+p)ate t>e pro=ect sc>e)+.e an) con)+ct a re?ie( (it> San *oa@+in Co+nty pro=ect
sta-e>o.)ers#
Disco?ery )e.i?eraB.es /or t>is pro=ect are .iste) in t>e taB.es )escriBe) in t>e KPro=ect 'i/ecyc.e
5?er?ie(L section o/ t>is )oc+ment#
Con,guration
1>i.e Disco?ery (as /oc+se) on +n)erstan)ing an) )e/ining t>e B+siness proB.emC t>e
Con/ig+ration stage (i.. Be /oc+se) on a.ternati?e approac>es to so.?ing it# T>at is to say t>at
t>ere is no pre)etermine) so.+tion /or San *oa@+in Co+nty&s B+siness t>at comes (it> t>e
)ep.oyment o/ t>e CRMES core pro)+ct#
C%ER an) San *oa@+in Co+nty (i.. +se str+ct+re) (or-ing sessions to re?ie( a.ternati?es /or
speci/ic B+siness topics# mp.ications /or ?ario+s so.+tions in re.ate) system /+nctions (i.. Be
i)enti/ie) By t>e cons+.tants an) comm+nicate) to San *oa@+in Co+nty&s B+siness an)For
tec>nica. reso+rces assigne) to t>e p.anning session#
<ig> .e?e. Con/ig+ration tas-s /or t>is pro=ect inc.+)e t>e /o..o(ingD
8asic Confi/uration 6 S+Bse@+ent to )ep.oying CRMES Base so/t(are in a )e?e.opmentFtest
en?ironment prepare) By San *oa@+in Co+ntyC C%ER (i.. con)+ct a 3 )ay sessionC speci/ica..y
)esignate) to Con/ig+ration P.anning# C%ER an) )esignate) San *oa@+in Co+nty reso+rces
(i.. )e/ine an) )oc+ment >o( t>e system taB.es (i.. Be con/ig+re) an) teste) to meet t>e San
*oa@+in Co+nty re@+irements# T>e Con/ig+ration P.anning sessions (i.. a.so Be an opport+nity
to i)enti/y any en)-+ser training nee)s#
Conversion Plannin/ 6 C%ER (i.. con)+ct a : )ay sessionC speci/ica..y )esignate) to
Con?ersion P.anning# C%ER an) )esignate) San *oa@+in Co+nty reso+rces (i.. )e/ineFcon/irm
t>e con?ersion so+rce e3tract processC )ata mapping ?ia t>e CRMES )ataBase sc>emaC
man+a. )ata taB.e pop+.ationC con?ersion testing an) t>e process /or per/orming )ata c.ean+p
By co+nty reso+rces# T>e con?ersion approac> an) sc>e)+.e (i.. Be )oc+mente) into a
compre>ensi?e p.an#
Interface Plannin/ 6 C%ER (i.. con)+ct a : )ay sessionC speci/ica..y )esignate) to nter/ace
P.anning# C%ER an) )esignate) San *oa@+in Co+nty reso+rces (i.. create an) )oc+ment
)etai.e) p.ans /or )e?e.oping an) testing t>e inter/aces .iste) in t>e taB.e s>o(n in t>e
KF+nctiona. Re@+irementsL section o/ t>is )oc+ment an) any a))itiona. appro?e) inter/aces
i)enti/ie) )+ring t>e FitF,ap process#
Marc> :8C :008 4;
Report Plannin/ 6 C%ER (i.. con)+ct a : )ay sessionC speci/ica..y )esignate) to Report
P.anning# C%ER an) )esignate) San *oa@+in Co+nty reso+rces (i.. )e/ine an) )oc+ment
)etai.e) reporting ana.ysis an) test scripts /or eac> stan)ar) report to Be +se) an) any
a))itiona. reports i)enti/ie) )+ring t>e FitF,ap process#
"ecurit. Plannin/ 6 C%ER (i.. con)+ct a : )ay sessionC speci/ica..y )esignate) to Sec+rity
P.anning# C%ER an) )esignate) San *oa@+in Co+nty reso+rces (i.. )etermine an) )oc+ment
>o( CRMES is to Be con/ig+re) an) teste) to meet t>e B+siness an) sec+rity re@+irements o/
San *oa@+in Co+nty# S+Bse@+ent.yC C%ER (i.. per/orm con/ig+ration acti?ities an) testing to t>e
CRMES sec+rity mo)+.e Base) on res+.ts o/ t>e Sec+rity P.anning sessions#
8asic Conversion 6 %ase) on t>e Con?ersion P.anning res+.tsC San *oa@+in Co+nty (i..
pro?i)e )ata e3tracts an) C%ER (i.. )e?e.op con?ersion scripts to map t>e e3tracte) )ata to
t>e CRMES )ataBase sc>ema# T>e co+nty (i.. a.so per/orm man+a. )ata taB.e pop+.ation as
i)enti/ie) )+ring t>e Con?ersion P.anning sessions# T>e con?erte) )ata (i.. Be a+)ite) an)
c.eanse) By t>e co+nty accor)ing to t>e )ata c.ean+p processes )oc+mente) in t>e Con?ersion
P.an# C%ER (i.. rer+n con?ersion scriptsC as necessaryC o?er a 0 )ay perio) )+ring )ata
c.eansing#
Confi/uration Document Approvals 6 5?er a 80 )ay perio)C C%ER (i.. )istriB+te a..
)oc+mentation to San *oa@+in Co+nty pro=ect sta-e>o.)ers /or re?ie(C mo)i/icationC i/
necessaryC an) appro?a.#
Data Conversion Testin/ 6 5?er a ; )ay perio)C C%ER an) San *oa@+in Co+nty reso+rces
(i.. per/orm /ina. )ata con?ersion testing to ens+re t>at t>e comp.ete system /+nctions as
)esigne) (it> con?erte) )ata inc.+)ingD CRMES Component testingC Con?ersion script testsC
an) )ata mapping integrity#
Con/ig+ration )e.i?eraB.es /or t>is pro=ect are .iste) in t>e taB.es )escriBe) in t>e KPro=ect
'i/ecyc.e 5?er?ie(L section o/ t>is )oc+ment#
Cople! E!tensions
Fo..o(ing t>e Con/ig+ration StageC t>e prototyping e//ort (i.. transition to more sop>isticate)
so/t(are /eat+re a)aptations to t>e CRMES so/t(are in Comp.e3 E3tensions# T>e San *oa@+in
Co+nty pro=ect team memBers (i.. >a?e recei?e) t>e Bene/it o/ e3perience /rom t>e
Con/ig+ration Stage to +n)erstan) t>e capaBi.ities o/ t>e so/t(are# Comp.e3 E3tensions /+rt>er
/aci.itate t>e strategic oB=ecti?es estaB.is>e) )+ring t>e Disco?ery Stage By e3ten)ing t>e
so/t(are&s capaBi.ities#
Tas-s /or t>e Comp.e3 E3tensions Stage o/ t>is pro=ect inc.+)eD
Customi:ations 6 %ase) on t>e RFP Re@+irements taB.e s>o(n in t>e KF+nctiona.
Re@+irementsL section o/ t>is )oc+ment an) any a))itiona. so/t(are c+stomiAation /eat+res
Marc> :8C :008 80
)e/ine)C )isc+sse) an) appro?e) )+ring Disco?ery acti?itiesC C%ER (i.. )esign an) )e?e.op
San *oa@+in Co+nty CRMES so/t(are /eat+re c+stomiAations# Unit tests (i.. Be per/orme) to
?eri/y eac> component /+nctionsC as )esigne)# %ase) on an assessment against CRMES
pro)+ct /eat+resC t>e /o..o(ing taB.e .ists .ine items /rom t>e a/orementione) RFP Re@+irements
taB.e t>at C%ER >as )esignate) /or so/t(are /eat+re c+stomiAation scope inc.+sion Base) on a
Response Co)e KML Gre@+iring minor mo)i/icationH or KTL G re@+iring T>ir)-Party so/t(areH
c.assi/icationD
D# FU6CT56A' RE9UREME6TS RESP56SE
C5DE
C5MME6TS
8#80 T>e system m+st not a..o( a case to Be
c.ose) (it>o+t /ina. c>argesC sentencingC
Crimina. Protecti?e 5r)er GCP5HC
restit+tionC an) contraBan) con/iscation
entries comp.ete)#
M 5+r pro)+ct can easi.y Be
mo)i/ie) to inc.+)e ?a.i)ation
/or t>ese areas +pon c.osing a
case#
8#80#8 T>e system (i.. s+pport c+stomer )e/ine)
re@+ire) /ie.)s
M CRMES#6ET (o+.) re@+ire
minor mo)i/ication to t>e
incorporate c+stomer )e/ine)
re@+ire) /ie.)s# F+.. s+pport
(o+.) Be re@+ire) /or re@+ire)
items s+c> as inci)entsC
participantsC etc#
8#:4#$ T>e system (i.. s+pport e-mai. ser?ice o/
se.ecte) s+Bpoenas#
M T>e pro)+ct (i.. re@+ire minor
mo)i/ications#
8#3$#8 n?estigator o/ t>e Day .og M T>is is a ne( /eat+re#
8#3$#3#3 DA-initiate) n?estigations Assigne) By M T>is can Be easi.y a))e) to
t>e system#
8#3$#2#8#83 1e./are Fra+) n?estigations n+mBer o/
s+Bpoenas By type
M Minor mo)i/ications are
necessary#
:#8#3#: Tota. comp.aints /i.e) %y re/erring agency M
:#8#8#0 5pen Cases Gnon-(arrant casesH %y
n+mBer o/ )ays since case /i.e)
M
:#8#8: Restit+tion 5r)ers M
:#8#8:#8 Restit+tion 5r)ers %y n+mBer o/ cases M
:#8#8:#: Restit+tion 5r)ers %y )o..ar ?a.+e M
:#$ T>e system (i.. Be capaB.e o/ e3porting
case.oa) an) /inancia. )ata to Microso/t
E3ce.#
M C+rrent.y t>e CRMES
app.ication e3ports a..
App.ication Reports to PDF# A
ne( App.ication Report (o+.)
nee) to Be create) /or t>e
/inancia. )ata an) t>e aBi.ity
to e3port a.. App.ication
Reports to E3ce. (i.. Be
a))e) in a near term re.ease#
Marc> :8C :008 88
D# FU6CT56A' RE9UREME6TS RESP56SE
C5DE
C5MME6TS
3#8#3 System s>o+.) a..o( /or a+tomatic .ogin
(>en +sers are a+t>enticate) to t>e DA
6o?e.. net(or-#
M CRMES c+rrent.y s+pports
Microso/t 1in)o(s ntegrate)
A+t>entication#
$#: T>e system m+st Be aB.e to searc>
Base) on partia. namesC a))resses or
ot>er entries#
M T>e system a..o(s searc> on
partia. namesC B+t not on
partia. a))resses#
0#0#$#: 5t>er <TM' comp.iant Bro(sers M
".stem Testin/T5?er a 2 )ay perio) /o..o(ing C%ER so/t(are /eat+re c+stomiAation
)e?e.opment an) +nit test acti?itiesC C%ER an) San *oa@+in Co+nty reso+rces (i.. per/orm
testing to ens+re t>at t>e system /+nctions as )esigne)# T>is testing (i.. inc.+)e t>e Base
system an) .ayere) c+stomiAations#
Comp.e3 E3tensions )e.i?eraB.es /or t>is pro=ect are .iste) in t>e taB.es )escriBe) in t>e KPro=ect
'i/ecyc.e 5?er?ie(L section o/ t>is )oc+ment#
En+ironental #daptations
For t>e tec>nica. teamC Design )oc+ments t>at (ere )ra/te) in t>e pre?io+s stage Become
inp+ts to t>e )e?e.opment an) +nit testing o/ a.. necessary reportsC )oc+ments an) inter/aces#
C+stom components necessary to s+pport eac> reportC inter/aceC an) )oc+ment are create)
an) )oc+mente)#
As eac> tec>nica. )e?e.opment e.ement is comp.ete)C it is +nit teste) accor)ing to a pre-)e/ine)
test script to ?eri/y t>at t>e res+.ts satis/y t>e /+nctiona. an) tec>nica. )esign#
7ey tas-s +n)erta-en )+ring t>e A)aptation Stage inc.+)eD
Interface Development 6 As c+rrent.y p.anne)C C%ER (i.. spen) 800 (or- e//ort >o+rs to
)esignC )e?e.op an) test c+stom system inter/aces Base) on t>e inter/ace p.ansC agree)
+pon in t>e FitF,ap Ana.ysis an) in comp.iance (it> Con/ig+ration speci/ications# C>ange
5r)ers a+t>oriAe) By San *oa@+in Co+nty (i.. s+Bstantiate a))itiona. time Beyon) t>e 800
>o+rs estimate) /or t>is acti?ityC i/ re@+ire)#
Report an7 Document Development 6 As c+rrent.y p.anne)C C%ER (i.. spen) (or-
e//ort 30 )ays to )e?e.op an) 80 )ays to +nit test c+stom )e.i?ere) reports# C%ER (i..
a.so spen) 30 )ays to )e?e.op an) 80 )ays to +nit test )oc+ments to Be a+tomatica..y
generate) Base) on t>e reporting re@+irements agree) +pon in t>e FitF,ap Ana.ysis an) in
comp.iance (it> Con/ig+ration speci/ications# C>ange 5r)ers a+t>oriAe) By San *oa@+in
Co+nty (i.. s+Bstantiate a))itiona. time Beyon) t>e >o+rs estimate) /or t>is acti?ityC i/
re@+ire)#
Marc> :8C :008 8:
Environmental A7aptation Testin/ M 5?er a 80 )ay perio)C C%ER an) San *oa@+in
reso+rces (i.. per/orm testing to ens+re t>at t>e comp.ete system /+nctions as )esigne)
inc.+)ingD So/t(are Component an) En?ironmenta. A)aptations Acceptance testing#
En?ironmenta. A)aptation )e.i?eraB.es /or t>is pro=ect are .iste) in t>e taB.es )escriBe) in t>e
KPro=ect 'i/ecyc.e 5?er?ie(L section o/ t>is )oc+ment#
"eplo(ent
T>e /ina. Stage o/ t>e pro=ect is t>e migration /rom )e?e.opmentFtest to pro)+ction# At t>e
Beginning o/ t>is stageC /ina. c>ec-points e3ist to re?ie( a.. areas o/ t>e organiAation Gs+c> asC
/aci.itiesC en) +sersC s+pport mo)e.C sec+rity an) contro.sC an) sitesH /or rea)iness# 5nce t>is
>as transpire)C C%ER (i.. )e?e.op a p.an to g+i)e remaining acti?ities necessary /or CRMES
pro)+ction )ep.oyment#
5nce a.. tas-s in t>e c+to?er time.ine >a?e Been comp.ete)C B+t prior to commencement o/
norma. pro)+ction B+siness transactionsC or UK,o 'i?eCL en) +ser training (i.. transpire an) t>e
system (i.. +n)ergo one /ina. User Acceptance test to ens+re t>at it is /+nctioning as e3pecte)#
T>is /ina. test is con)+cte) By t>e C%ER an) San *oa@+in Co+nty pro=ect sta-e>o.)ers an)
consists o/ r+nning a ran)om samp.e o/ transactions t>ro+g> t>e system to ?eri/y t>at a..
transactions >a?e comp.ete) correct.y# T>is test (i.. Be e3ec+te) in a non-pro)+ction
en?ironment t>at >as Been copie) /rom t>e act+a. pro)+ction )ataBase#
7ey tas-s /or t>e Dep.oyment Stage inc.+)eD
Final 3o Live Plan 6 5?er a 0 )ay perio)C C%ER (i.. assessC )e?e.op an) re?ie( G(it>
San *oa@+in Co+nty pro=ect sta-e>o.)ersH a )etai.e) sc>e)+.e o/ e?ents t>at m+st occ+r to
prepare t>e pro)+ction en?ironment an) s+pport /or K,o 'i?eL#
Con7uct En7;User Trainin/ 6 C%ER (i.. )e?e.op En)-User training man+a.s an)
per/orm :0 )ays o/ System A)ministrator an) En) User training /or +p to :0 co+nty
reso+rces Gper c.assH to prepare San *oa@+in en) +sers to s+pport testing an) +.timate.y
pro)+ction
Perform User Acceptance Tests 6 5?er a 8; )ay perio)C C%ER an) San *oa@+in
Co+nty pro=ect sta-e>o.)ers (i.. per/orm /ina. CRMES testing (it> respect to se.ecte)
So/t(are Component testingC System nter/ace testingC an) app.icaB.e Stress testing#
Res+.ts (i.. Be recor)e) an) incorporate) into a UAT Res+.ts )oc+ment /or San *oa@+in
Co+nty appro?a.#
Pro7uction Deplo.ment an7 Final Data Conversion 6 Upon UAT acceptance By San
*oa@+in Co+ntyC C%ER (i.. spen) 80 )ays con/ig+ring t>e CRMES pro)+ction
en?ironment an) per/orm Fina. Data Con?ersion to ens+re t>e most c+rrent )ata is
a?ai.aB.e /or a.. app.ications as p.anne) in t>e Con?ersion P.an# At t>e en) o/ t>is tas-C
C%ER (i.. oBtain Dep.oyment Acceptance Signo// in or)er to commence CRMES
Maintenance an) S+pport acti?ities#
Marc> :8C :008 83
Dep.oyment )e.i?eraB.es /or t>is pro=ect are .iste) in t>e taB.es )escriBe) in t>e KPro=ect
'i/ecyc.e 5?er?ie(L section o/ t>is )oc+ment#
1ro2ect Scope
T>e F+nctiona. Re@+irements t>at (ere i)enti/ie) in t>e RFP an) categoriAe) asD
8H Comp.iantC
:H 6ot comp.iantC
3H Re@+iring 3
r)
party so/t(are inter?ention or
$H Re@+iring minor mo)i/ication
co?ers t>e entire set o/ can)i)ate items s+B=ect to inc.+sionC e3c.+sionC c+stomiAation an)For
con/ig+ration By C%ER /or )ep.oying CRMES to San *oa@+in Co+nty# U.timate.yC /+nctiona.
scope (i.. Be /ina.iAe) an) m+t+a..y agree) +pon at t>e en) o/ t>e Disco?ery incrementa.
prototype# T>e in-scope items o+t.ine) in t>e /o..o(ing section pertain to t>e initia. .a+nc> on.y#
In-Scope
T>e .ist Be.o( presents t>e i)enti/ie) in-scope components o/ t>e pro=ect#
C%ER (i.. pro?i)e o?era.. pro=ect management o/ t>e San *oa@+in Co+nty CRMES
)ep.oyment pro=ect# T>ese acti?ities inc.+)e )e?e.opment an) e3ec+tion o/ t>e /o..o(ing
acti?itiesD
Detai.e) Pro=ect P.anning
Ris- Management
ss+e Management
C>ange Management
9+a.ity Ass+rance
Acceptance Management
nsta..ation o/ CRMES to inc.+)e De?e.opmentFTest an) Pro)+ction en?ironments#
De?e.opment an) )oc+mentation o/ t>e re@+ire) test cases to s+pport +nitC systemC an)
+ser acceptance testing#
Use o/ C%ER&s )ataBase sc>ema an) con?ersion scripts )+ring t>e )ata con?ersion
process#
De?e.opment o/ m+t+a..y agree) +pon /eat+re c+stomiAationsC reportsC )oc+ments an)
e3terna. system inter/aces#
Tec>nica. s+pport to /+nctiona. +sers )+ring CRMES )ep.oyment as (e.. as a 8 mont>
onsite (arranty s+pport perio) at t>e Beginning o/ post-imp.ementation system
maintenance#
Marc> :8C :008 8$
De?e.opment o/ t>e necessary training materia.s an) )e.i?ery o/ System A)ministrators
an) En) User training c.asses con)+cte) at San *oa@+in Co+nty >ea)@+arters /or a
ma3im+m o/ :0 co+nty reso+rces per c.ass#
Post pro)+ction >e.p )es- an) maintenance s+pport /or 8 year /o..o(ing Kgo .i?e#L T>e
Kgo .i?eL )ate is )e/ine) as t>e )ate t>e pro)+ction en?ironment >as Been estaB.is>e)C
+ser acceptance testing >as Been comp.ete) an) t>e app.ication is a?ai.aB.e /or +se By
t>e en) +sers to commence (arranty s+pport#
3ut-of-Scope
%e.o( is a .ist o/ items consi)ere) o+t o/ scope /or t>is pro=ectD
Creation o/ )es-top proce)+res /or San *oa@+in Co+nty sta//#
T>e e3traction o/ )ata associate) (it> e3isting San *oa@+in Co+nty .egacy app.ications
/or con?ersion into t>e ne( CRMES en?ironment#
A.. ?en)or-s+pp.ie) so/t(are an) .icenses an) >ar)(are re@+ire) to )ep.oy CRMES#
Set+p an) a)ministration o/ a.. >ar)(areC operating systemsC net(or-ingC sec+rity
e3terna. to t>e CRMES app.icationC an) +ser a)ministration#
Any (or- t>at is not speci/ica..y .iste) aBo?e as n-Scope is consi)ere) 5+t-o/-Scope /or t>is
pro=ect# C%ER (i.. a))ress a.terations to t>e scope t>ro+g> t>e Pro=ect C>ange Management
Process )e/ine) in Pro=ect Management section o/ t>is )oc+ment#
1ro2ect Sc*edule
T>e /o..o(ing represents C%ER&s propose) initia. pro=ect sc>e)+.e /or t>is e//ort# T>is sc>e)+.e
is Base) on a *+.y 8C :008 start )ate in or)er to meet a *+.y :00; imp.ementation target# / t>e
start o/ t>e pro=ect is )e.aye) Beyon) *+.y 8C :008C a correspon)ing )e.ay (i.. Be associate)
(it> t>e anticipate) comp.etion )ate# A sc>e)+.e o/ pro=ect )e.i?eraB.es is s>o(n in Attac>ment
A# 'ine items bol7e7 represent tas-Facti?ity s+mmariAation .e?e.s (>i.e .ine items in /reen
represent PM pro=ect mi.estones#
48" Tas5 Name "tart Date En7 Date
# "an <oa=uin CRI!E" Deplo.ment -*2-#2-+ -*2%-2-,
#$# Discover. -*2-#2-+ -*2#*2-,
#$#$# Con7uct Pro0ect C1arter >ic5;off "essions -*2-#2-+ -*2#'2-+
8#8#8#8 Prepare /or an) Sc>e)+.e 7ic- o// Sessions 04F08F08 04F08F08
8#8#8#: Con)+ct 7ic-o// Meeting (or- sessions 04F08F08 04F0:F08
8#8#8#3 C.ient Participation in 7ic- o/ Meetings 04F08F08 04F0:F08
8#8#8#$ Doc+ment 7ic--o// Meeting Min+tes E DistriB+te 04F0:F08 04F03F08
8#8#8#0
Prepare E S+Bmit Pro=ect C>arterC Management P.an an)
Contro.s Pac-age 04F03F08 04F0$F08
8#8#8#2
C.ient Re?ie( o/ Dra/t Pro=ect C>arterC Management P.an
an) Contro.s Pac-age 04F04F08 04F08F08
Marc> :8C :008 80
48" Tas5 Name "tart Date En7 Date
8#8#8#4
Up)ate Pro=ect C>arterC Management P.an an) Contro.s
Pac-age 04F0;F08 04F0;F08
8#8#8#8
C.ient Appro?es Pro=ect C>arterC Management P.an an)
Contro.s Pac-age 04F80F08 04F88F08
8#8#8#; Sc>e)+.e Fit ,ap Ana.ysis Sessions 04F8$F08 04F8$F08
#$#$% Finali:e Initial Pro0ect "c1e7ule -*2#'2-+ -*2#+2-+
8#8#:#8 Re/ine 1or- %rea-)o(n Str+ct+re 04F8$F08 04F80F08
8#8#:#: Up)ate Pro=ect Sc>e)+.e 04F8$F08 04F80F08
8#8#:#3 Con)+ct 1a.-t>ro+g> o/ Pro=ect Sc>e)+.e (it> C.ient 04F80F08 04F80F08
8#8#:#$ Up)ate Pro=ect Sc>e)+.e 04F80F08 04F82F08
8#8#:#0 C.ient Appro?es Pro=ect Sc>e)+.e 04F82F08 04F88F08
#$#$%$)
IP! !ilestone: Finali:e7 Pro0ect C1arter? !ana/ement
Plan? Controls an7 Initial "c1e7ule -*2#+2-+ -*2#+2-+
#$#$& Pro0ect !ana/ement for Remainin/ Activities -*2%#2-+ -*2#*2-,
8#8#3#8 Pro=ect Management an) Contro. 04F:8F08 04F84F0;
8#8#3#: Pro=ect Tec>nica. 5?ersig>t 04F:8F08 0$F8$F0;
#$#$' Con7uct Fit 3ap "essions -*2%#2-+ -+2#'2-+
8#8#$#8 Con)+ct C+stomiAation Feat+re Meetings 04F:8F08 04F::F08
8#8#$#: C.ient Participation in C+stomiAation Feat+re Meetings 04F:8F08 04F::F08
8#8#$#3 Up)ate Fit ,ap Doc+ment 04F:3F08 04F:3F08
8#8#$#$ Con)+ct Data Con?ersion Re@+irements Meetings 04F:$F08 04F:0F08
8#8#$#0 C.ient Participation in Data Con?ersion Meetings 04F:$F08 04F:0F08
8#8#$#2 Up)ate Fit ,ap Doc+ment 04F:8F08 04F:8F08
8#8#$#4 Con)+ct nter/ace Re@+irements Meetings 04F:;F08 04F30F08
8#8#$#8 C.ient Participation in nter/ace Re@+irements Meetings 04F:;F08 04F30F08
8#8#$#; Up)ate Fit ,ap Doc+ment 04F38F08 04F38F08
8#8#$#80
Con)+ct CRMES Reporting an) Doc+ment Re@+irements
Meetings 04F:$F08 04F:0F08
8#8#$#88
C.ient Participation in Reporting an) Doc+ment
Re@+irements Meetings 04F:$F08 04F:0F08
8#8#$#8: Up)ate Fit ,ap Doc+ment 04F:8F08 04F:8F08
8#8#$#83
Prepare Dra/t Fit ,ap Doc+ment an) Dep.oyment Scope
Mo)i/ications 08F08F08 08F00F08
8#8#$#8$
C.ient re?ie( o/ Fit ,ap Doc+ment an) Dep.oyment
Scope 08F02F08 08F04F08
8#8#$#80 Fina.iAe Fit ,ap Doc+ment an) Dep.oyment Scope 08F08F08 08F88F08
8#8#$#82
C.ient appro?a. o/ Fit ,ap Doc+ment an) Dep.oyment
Scope 08F8:F08 08F8$F08
#$#$( Revise an7 Finali:e Pro0ect "c1e7ule -+2#(2-+ -+2%%2-+
8#8#0#8 Up)ate Pro=ect Sc>e)+.e 08F80F08 08F80F08
8#8#0#: Con)+ct 1a.-t>ro+g> o/ Pro=ect Sc>e)+.e (it> C.ient 08F88F08 08F88F08
8#8#0#3 C.ient re?ie(s re?ise) Pro=ect Sc>e)+.e 08F88F08 08F:0F08
8#8#0#$ Up)ate Pro=ect Sc>e)+.e 08F:0F08 08F:8F08
8#8#0#0 C.ient Appro?es Pro=ect Sc>e)+.e 08F:8F08 08F::F08
#$#$($)
IP! !ilestone: Finali:e7 Fit 3ap Document an7
Revise7 Pro0ect "c1e7ule -+2%%2-+ -+2%%2-+
Marc> :8C :008 82
48" Tas5 Name "tart Date En7 Date
#$% Confi/uration -+2%(2-+ ##2#-2-+
8#:#8
Prepare De?e.opmentFTest En?ironment /or insta..ation o/
C%ER CRMES ?8#0 08F:0F08 08F:2F08
8#:#: nsta.. C%ER CRMES ?8#0 08F:4F08 08F:8F08
8#:#3 C.ient Appro?es %ase Pro)+ct nsta..ation 08F:;F08 08F:;F08
#$%$'
IP! !ilestone: CRI!E" 8ase Pro7uct Installation at
"an <oa=uin -+2%,2-+ -+2%,2-+
#$%$( 8asic Confi/uration -+2%,2-+ -,2#-2-+
8#:#0#8 Con)+ct CRMES Basic con/ig+ration sessions 08F:;F08 0;F0:F08
8#:#0#: C.ient Participation in %asic Con/ig+ration Sessions 08F:;F08 0;F0:F08
8#:#0#3 Doc+ment CRMES %asic Con/ig+ration 0;F03F08 0;F0$F08
8#:#0#$ Doc+ment Test Met>o)s an) Scripts 0;F03F08 0;F80F08
#$%$) Conversion Plannin/ -+2%,2-+ -,2-&2-+
8#:#2#8 Con)+ct CRMES Con?ersion P.anning sessions 08F:;F08 0;F08F08
8#:#2#: C.ient Participation in Con?ersion P.anning Sessions 08F:;F08 0;F08F08
8#:#2#3 Doc+ment CRMES Con?ersion P.anning 0;F0:F08 0;F03F08
8#:#2#$ Doc+ment Test Met>o)s an) Scripts 0;F0:F08 0;F03F08
#$%$* Interface Plannin/ -,2##2-+ -,2%%2-+
8#:#4#8 Con)+ct CRMES nter/ace P.anning sessions 0;F88F08 0;F8:F08
8#:#4#: C.ient Participation in nter/ace P.anning Sessions 0;F88F08 0;F8:F08
8#:#4#3 Doc+ment CRMES nter/ace P.anning 0;F80F08 0;F80F08
8#:#4#$ Doc+ment Test Met>o)s an) Scripts 0;F80F08 0;F::F08
#$%$+ Report Plannin/ -,2##2-+ -,2%%2-+
8#:#8#8 Con)+ct CRMES Report P.anning sessions 0;F88F08 0;F8:F08
8#:#8#: C.ient Participation in Report P.anning Sessions 0;F88F08 0;F8:F08
8#:#8#3 Doc+ment CRMES Report P.anning 0;F80F08 0;F82F08
8#:#8#$ Doc+ment Test Met>o)s an) Scripts 0;F80F08 0;F::F08
#$%$, "ecurit. Confi/uration -,2%&2-+ -,2%,2-+
8#:#;#8 Con)+ct CRMES Sec+rity Con/ig+ration sessions 0;F:3F08 0;F:$F08
8#:#;#: C.ient Participation in Sec+rity Con/ig+ration Sessions 0;F:3F08 0;F:$F08
8#:#;#3 Doc+ment Test Met>o)s an) Scripts 0;F:0F08 0;F:0F08
8#:#;#$ Con/ig+re an) test CRMES App.ication Sec+rity 0;F:0F08 0;F:2F08
8#:#;#0 Doc+ment CRMES Sec+rity Con/ig+ration 0;F:;F08 0;F:;F08
#$%$#- 8asic Data Conversion -,2-'2-+ #-2#(2-+
8#:#80#8 Per/orm Data Con?ersion E3tracts 0;F0$F08 0;F84F08
8#:#80#: De?e.op Con?ersion Scripts 0;F0$F08 80F08F08
8#:#80#3
Per/orm A+tomate) Data 'oa)s /rom Data E3tracts to
CRMES Data Sc>ema 80F0:F08 80F02F08
8#:#80#$ Per/orm Man+a. Data TaB.e 'oa)s 0;F88F08 80F08F08
8#:#80#0
Con)+ct nitia. Data C.ean+p an) Rer+n Con?ersion
Scripts 80F04F08 80F80F08
#$%$## Confi/uration Document Approval -,2&-2-+ #-2#&2-+
8#:#88#8 DistriB+te Con/ig+ration )oc+ments to C.ient 0;F30F08 80F03F08
8#:#88#: C.ient Re?ie( o/ Con/ig+ration )oc+ments 80F02F08 80F04F08
8#:#88#3 Re?ise Con/ig+ration )oc+ments 80F08F08 80F80F08
8#:#88#$ Fina. appro?a. o/ Con/ig+ration )oc+ments 80F83F08 80F83F08
Marc> :8C :008 84
48" Tas5 Name "tart Date En7 Date
#$%$##$(
IP! !ilestone: Confi/uration Documents Complete7
an7 Approve7 #-2#&2-+ #-2#&2-+
#$%$#% Data Conversion Testin/ #-2%,2-+ ##2#-2-+
8#:#8:#8
Con)+ct CRMES Component Feat+re an) Data
Con?ersion Tests 80F:;F08 88F0$F08
8#:#8:#: Up)ateFRe?ise Con?ersion Scripts 88F03F08 88F04F08
8#:#8:#3 Con)+ct Testing Data C.ean+p 88F03F08 88F04F08
8#:#8:#$ C.ient Appro?es Con/ig+ration Acti?ities 88F80F08 88F80F08
#$%$#%$(
IP! !ilestone: 8ase Data Conversion ; Confi/uration
Activities Complete7 ##2#-2-+ ##2#-2-+
#$& Comple9 E9tensions -,2##2-+ ##2-(2-+
8#3#8 Design an) De?e.op CRMES So/t(are C+stomiAations 0;F88F08 80F08F08
8#3#: De?e.op So/t(are C+stomiAation Test Scripts 0;F88F08 80F08F08
8#3#3 Unit Test So/t(are C+stomiAations 80F0;F08 88F00F08
8#3#$ Repair De/ects 80F0;F08 80F::F08
#$&$( Comple9 E9tension Approval #-2%&2-+ #-2&-2-+
8#3#0#8
Con)+ct C.ient Testing /or So/t(are C+stomiAation
Feat+res 80F:3F08 80F:8F08
8#3#0#: Monitor an) Repair Testing De/ects 80F:3F08 80F:;F08
8#3#0#3 C.ient Appro?es Comp.e3 E3tensions 80F30F08 80F30F08
#$&$($'
IP! !ilestone: "oft@are Customi:ations Complete7
an7 Approve7 #-2&-2-+ #-2&-2-+
#$' Environmental A7aptations #-2&#2-+ -'2#'2-,
8#$#8 Design an) De?e.op App.ication Reports 80F38F08 8:F88F08
8#$#:
Design an) De?e.op Doc+ment Temp.ates an) Merge
Components 80F38F08 8:F88F08
8#$#3 De?e.op an) Test E3terna. System nter/aces 88F88F08 03F30F0;
8#$#$ Unit Test ReportsC Doc+ments 8:F8:F08 08F08F0;
8#$#0 Repair De/ects 8:F8:F08 08F08F0;
#$'$) Environmental A7aptations Approval -#2-(2-, -'2#'2-,
8#$#2#8
Con)+ct C.ient Testing /or App.ication Reports an)
Doc+ment ,eneration 08F00F0; 08F82F0;
8#$#2#: Monitor an) Repair Testing De/ects 08F8;F0; 08F:3F0;
8#$#2#3 C.ient Appro?es Report an) Doc+ment Testing 08F:2F0; 08F:2F0;
#$'$)$'
IP! !ilestone: Reports an7 Document Testin/
Complete7 -#2%)2-, -#2%)2-,
8#$#2#0 Con)+ct C.ient Testing /or nter/aces 03F38F0; 0$F02F0;
8#$#2#2 Monitor an) Repair Testing De/ects 0$F04F0; 0$F83F0;
8#$#2#4 C.ient Appro?es En?ironmenta. A)aptations 0$F8$F0; 0$F8$F0;
#$'$)$+ IP! !ilestone: Interfaces Teste7 an7 Approve7 -'2#'2-, -'2#'2-,
#$( Deplo.ment -'2#(2-, -*2%-2-,
#$($# Prepare 3o;Live Plan -'2#(2-, -'2%#2-,
8#0#8#8
Prepare .ist an) sc>e)+.e /or a.. items re@+ire) /or
CRMES ,o-'i?e 0$F80F0; 0$F84F0;
8#0#8#: Re?ie( ,o-'i?e P.an (it> c.ient 0$F:0F0; 0$F:0F0;
8#0#8#3 C.ient Appro?es ,o-'i?e P.an 0$F:8F0; 0$F:8F0;
Marc> :8C :008 88
48" Tas5 Name "tart Date En7 Date
#$($% Trainin/ an7 UAT Testin/ -'2%%2-, -*2-)2-,
#$($%$# Develop Trainin/ !aterials -'2%%2-, -(2#%2-,
8#0#:#8#8 De?e.op nstr+ctor 'ea) Training Materia.s 0$F::F0; 00F02F0;
8#0#:#8#: C.ient Re?ie( o/ nstr+ctor 'ea) Training Materia.s 00F04F0; 00F08F0;
8#0#:#8#3 Up)ate nstr+ctor .ea) Training Materia.s 00F88F0; 00F88F0;
8#0#:#8#$ C.ient Appro?a. o/ nstr+ctor 'ea) Training Materia.s 00F8:F0; 00F8:F0;
#$($%$#$(
IP! !ilestone: CRI!E" Trainin/ !aterials Complete7
an7 Approve7 -(2#%2-, -(2#%2-,
#$($%$% Deliver Trainin/ -(2#&2-, -)2-,2-,
8#0#:#:#8 Con)+ct System A)ministrator Training 00F83F0; 02F0;F0;
8#0#:#:#: Con)+ct En) User Training 00F83F0; 02F0;F0;
8#0#:#:#3 Participate in Train-t>e-Trainer Training 00F83F0; 02F0;F0;
#$($%$%$' IP! !ilestone: Trainin/ Complete7 -)2-,2-, -)2-,2-,
#$($%$& E9ecute UAT -)2#-2-, -*2-)2-,
8#0#:#3#8 Con)+ct UAT 02F80F0; 02F:3F0;
8#0#:#3#: S+pport UAT E3ec+tion E Reso.?e De/ects 02F80F0; 02F:3F0;
8#0#:#3#3 Create Dra/t UAT Report 02F:$F0; 02F:0F0;
8#0#:#3#$ C.ient Re?ie(s Dra/t UAT Report 02F:2F0; 02F30F0;
8#0#:#3#0 Up)ate UAT Report E DistriB+te 04F08F0; 04F08F0;
8#0#:#3#2 C.ient Appro?es UAT Report 04F0:F0; 04F02F0;
#$($%$&$*
IP! !ilestone: User Acceptance Test Report
Complete7 an7 Approve7 -*2-)2-, -*2-)2-,
#$($& CRI!E" Deplo.ment -*2-*2-, -*2%-2-,
8#0#3#8 Con/ig+re CRMES Pro)+ction en?ironment 04F04F0; 04F83F0;
8#0#3#: Per/orm Fina. CRMES )ataBase .oa) 04F8$F0; 04F82F0;
8#0#3#3 A+t>oriAe De.i?ery Acceptance 04F84F0; 04F:0F0;
#$($&$'
IP! !ilestone: CRI!E" Pro7uction 3o;Live an7
!aintenance "upport Initiation -*2%-2-, -*2%-2-,
% CRI!E" !aintenance -*2%#2-, -*2%#2#-
%$# Crimes 4arrant. "upport -*2%#2-, #-2%#2-,
:#8#8 5nsite S+pport 04F:8F0; 08F:0F0;
%$#$% Final CRI!E" Pa.ment Ren7ere7 b. "an <oa=uin -+2%-2-, -+2%-2-,
:#8#3 5//site S+pport 08F:8F0; 80F:8F0;
%$% CRI!E" 8rea5fi9;Release "upport !aintenance #-2%%2-, -*2%#2#-
:#:#8 5//site S+pport 80F::F0; 04F:8F80
1ro2ect Con,guration Manageent
Con/ig+ration Management estaB.is>es an) maintains t>e integrity o/ )e.i?eraB.es o/ t>e pro=ect
t>ro+g>o+t t>e pro=ect .i/e cyc.e# T>e C%ER Con/ig+ration Management process >as /o+r
primary /+nctionsD )enti/icationC Con/ig+ration Contro.C A+)itC an) Stat+s Acco+nting# C%ER (i..
manage t>e Con/ig+ration Management processes on )esignate) C%ER an)For San *oa@+in
Co+nty in/rastr+ct+re en?ironments +p to CRMES pro)+ction )ep.oyment# San *oa@+in (i..
manage Con/ig+ration Management +pon initiation o/ CRMES pro)+ction )ep.oyment#
Marc> :8C :008 8;
8# I7entification pro?i)es t>e /orma. i)enti/ication an) )oc+mentation o/ con/ig+raB.e items to
Be contro..e) on t>e pro=ect#
:# Confi/uration Control pro?i)es t>e /orma. process o/ contro..ing an) )oc+menting
appro?e) c>anges to )e.i?eraB.es t>at >a?e Been Base.ine)#
3# Au7it pro?i)es t>e capaBi.ity to ens+re +na+t>oriAe) c>anges >a?e not Been ma)e to
Base.ine )e.i?eraB.es#
$# "tatus Accountin/ pro?i)es t>e )oc+mentation an) reporting o/ t>e >istory o/ t>e
)e.i?eraB.esC inc.+)ing a+t>oriAe) c>anges#
1ro2ect &ec*nical En+ironent
T>e tec>nica. en?ironment t>at C%ER (i.. )epen) on to per/orm t>e (or- )escriBe) in t>is
)oc+ment is )etai.e) in t>e /o..o(ing taB.eD
Tec>nica. En?ironment
DescriptionD Platform, Vendor, Version Pro?isioning
ResponsiBi.ity
Aar7@are:
Re/er to Attac>ment E /or recommen)e) >ar)(are
con/ig+rations
San *oa@+in Co+nty
De.. De?e.opment (or-stations (i.. Be pro?i)e) By C%ER C%ER
"oft@are:
Microso/t #6ET ?:#0 an) !is+a. So+rceSa/e G.iBrary
managementH (i.. Be t>e )e?e.opment p.at/orm
C%ER (i.. pro?i)e a..
)e?e.opment an)
.iBrary management
so/t(are
Microso/t S9'Ser?er :000 (i.. accommo)ate t>e
)ataBase .ayer
San *oa@+in Co+nty
Crysta. Reports ?88#0 /or c+stom app.ication reportsC i/
app.icaB.e Got>er(ise MS S9'Ser?er :000 Reporting
Ser?ices (i.. Be +ti.iAe)H
San *oa@+in Co+nty
Net@or5 Connectivit.:
Marc> :8C :008 ;0
Tec>nica. En?ironment
DescriptionD Platform, Vendor, Version Pro?isioning
ResponsiBi.ity
!P6 connecti?ity (i.. Be pro?i)e) By San *oa@+in Co+nty
to C%ER /or p+rposes o/ so/t(are )e?e.opment an)
c+stomiAationC )ata con?ersionC inter/ace )e?e.opmentC
an) system con/ig+ration )ep.oyment acti?ities#
T>e C%ER
Sacramento o//ice (i..
coor)inate ne( !P6
connections (it> San
*oa@+in Co+nty
)esignate) tec>nica.
sta//#
Facilities:
San *oa@+in Co+nty /aci.ities
C%ER /aci.ities
San *oa@+in Co+nty
)esignate) /aci.ities
C%ER Sacramento
5//ice
Initial 1ro2ect Risk #ssessent
T>e /o..o(ing taB.e o+t.ines t>e ris-s t>at >a?e Been consi)ere) to )ate /or t>is pro=ect an) t>e
associate) mitigation an) contingency strategies#
Ris-
E?ent
Potentia.
mpact
Mitigation
Strategy
Contingency
Strategy
8# 5+t-o/-scope (or-
re@+ests are not
contro..e)#
6egati?e
impact to
Base.ine
sc>e)+.e
an) cost#
Pro=ect scope is
c.ear.y )e/ine) in t>e
S51# T>e Pro=ect
C>ange Re@+est
process is
estaB.is>e) an) (i..
Be in?o-e) (it> eac>
o+t-o/-scope (or-
re@+est#
Esca.ate
+nreso.?e) (or-
re@+ests or scope
)e/inition iss+es to
t>e pro=ect sponsor
/or reso.+tion#
:# Tec>nica.
en?ironmentC /aci.itiesC
net(or- connecti?ityC
)istriB+te) )e.i?ery
in/rastr+ct+re
6egati?e
impact to
Base.ine
sc>e)+.e#
Critica. reso+rces
>a?e Been )e/ine)
an) assignments
ma)e in t>e pro=ect
p.an# Pro=ect
Una?ai.aB.e
reso+rces (i.. Be
.ogge) an) trac-e)
as pro=ect iss+es
an) esca.ate) to
Marc> :8C :008 ;8
Ris-
E?ent
Potentia.
mpact
Mitigation
Strategy
Contingency
Strategy
components or ot>er
reso+rces are not
a?ai.aB.eFestaB.is>e)
(>en nee)e)#
manager (i.. monitor
an) contro. t>e
acti?ities#
t>e pro=ect sponsor
as (arrante)#
3# S+B=ect Matter E3perts
GSMEH re@+ire) /or t>e
pro=ect are not
a?ai.aB.e (>en
nee)e)#
6egati?e
impact to
Base.ine
sc>e)+.e#
6egati?e
impact to
SME
/+nctiona.
(or-
acti?ities#
C%ER an) San
*oa@+in Co+nty (i..
agree on a Base.ine
p.an t>at represents
t>e sc>e)+.e o/
acti?ities /or eac>
SME# Sc>e)+.e
c>anges (i.. Be
appro?e) By Bot>
C%ER an) San
*oa@+in Co+nty
pro=ect managers#
SMEs (i.. Be gi?en a
t(o G:H (or-)ay
notice o/ sc>e)+.e
c>anges#
Una?ai.aB.e
personne. (i.. Be
.ogge) an) trac-e)
as pro=ect iss+es
an) esca.ate) to
t>e pro=ect sponsor
as (arrante)#
$# De.ay in )e.i?eraB.e
acceptance may s.o(
pro=ect progress#
6egati?e
impact to
Base.ine
sc>e)+.e#
Pro=ect manager (i..
monitor an) contro.
a)>erence to t>e
Acceptance
Management process
as )e/ine) in t>is
S51#
De.ays o/
)e.i?eraB.e
acceptance (i.. Be
treate) as a pro=ect
iss+e an)
esca.ate) as
(arrante)#
0# Pro=ect progresses
(it>o+t a)>ering to t>e
Base.ine pro=ect p.an#
naBi.ity to
manage an)
trac- act+a.
progress#
6egati?e
impact to
Base.ine
sc>e)+.e
an) cost#
Pro=ect manager (i..
monitor an) contro.
a)>erence to t>e
Base.ine p.an an)
raise non-
con/ormance iss+es
in stat+s reports an)
e3ec+ti?e
management
re?ie(s#
6on-con/ormance
to t>e pro=ect p.an
(i.. Be treate) as a
pro=ect iss+e an)
esca.ate) as
(arrante)#
2# 5+t-o/-scope (or- 6egati?e Pro=ect scope is Esca.ate
Marc> :8C :008 ;:
Ris-
E?ent
Potentia.
mpact
Mitigation
Strategy
Contingency
Strategy
re@+ests are not
contro..e)#
impact to
Base.ine
sc>e)+.e
an) cost#
c.ear.y )e/ine) in t>e
S51# T>e Pro=ect
C>ange Re@+est
process is
estaB.is>e) an) (i..
Be in?o-e) (it> eac>
o+t-o/-scope (or-
re@+est#
+nreso.?e) (or-
re@+ests or scope
)e/inition iss+es to
t>e pro=ect sponsor
/or reso.+tion#
4# Tec>nica.
en?ironmentC /aci.itiesC
net(or- connecti?ityC
)istriB+te) )e.i?ery
in/rastr+ct+re
components or ot>er
reso+rces are not
a?ai.aB.eFestaB.is>e)
(>en nee)e)#
6egati?e
impact to
Base.ine
sc>e)+.e#
Critica. reso+rces
>a?e Been )e/ine)
an) assignments
ma)e in t>e pro=ect
p.an# Pro=ect
manager (i.. monitor
an) contro. t>e
acti?ities#
Una?ai.aB.e
reso+rces (i.. Be
.ogge) an) trac-e)
as pro=ect iss+es
an) esca.ate) to
t>e pro=ect sponsor
as (arrante)#
Marc> :8C :008 ;3
1ro2ect 3rgani5ation
T>e /o..o(ing )escriBes C%ER&s propose) pro=ect organiAationD
CIBER Responsi0ilities
T>e /o..o(ing )escriBes reso+rce ro.es to Be pro?i)e) By C%ER )+ring t>e co+rse o/ t>is
pro=ectD
Ro.e ResponsiBi.ities
C%ER Pro)+cts Director Pro?i)es >ig>est .e?e. o/ iss+e reso.+tion#
Commits a?ai.aBi.ity o/ necessary C%ER
reso+rces to comp.ete pro=ect
responsiBi.ities#
C%ER Acco+nt E3ec+ti?e Pro?i)es re.ations>ip management (it>
San *oa@+in Co+nty (it> respect to
c+stomer satis/action an) opport+nity
management#
Pro=ect Manager P.ansC managesC )irects an) contro.s
pro=ect reso+rces an) is )irect.y
responsiB.e /or estaB.is>ingC managing an)
comm+nicating pro=ect )e.i?ery
e3pectations#
So.+tions Arc>itect Primary .ea) /or ,AP Ana.ysis an) DesignC
Marc> :8C :008 ;$
Ro.e ResponsiBi.ities
UAT an) Training acti?ities
n/rastr+ct+re 'ea) Con/ig+res >ar)(are an) so/t(are
en?ironment s+pporting CRMES
)e?e.opmentC testing an) pro)+ction
en?ironments# De?e.ops co)e
accommo)ating system inter/aces (it>
CRMES#
Data Con?ersion 'ea) De?e.ops con?ersion scripts an) maps
.egacy )ata into CRMES )ataBase
sc>ema /or )e?e.opmentC test an)
pro)+ction en?ironments#
C+stom De?e.oper De?e.ops an) per/orms )e/ect reme)iation
/or c+stomiAe) CRMES /eat+res#
Reports De?e.oper De?e.ops an) per/orms )e/ect reme)iation
app.ication reports an) )oc+ment
temp.ates#
9A Tester De?e.ops scripts an) tests CRMES
Constr+ction res+.ts#
C%ER (i.. per/orm so/t(are )e?e.opmentC +nit testing an) con/ig+ration acti?ities at C%ER
/aci.ities# C%ER (i.. pro?i)e )e?e.opment (or-stations an) so/t(are re@+ire) /or so/t(are
)e?e.opment-re.ate) acti?ities#

Client Roles and Responsi0ilities
T>e /o..o(ing )escriBes reso+rce ro.es to Be pro?i)e) By San *oa@+in Co+nty )+ring t>e co+rse
o/ t>is pro=ectD
Ro.e ResponsiBi.ities
San *oa@+in Pro=ect Sponsor Pro?i)es >ig>est .e?e. o/ iss+e reso.+tion#
Appro?es app.icaB.e C>ange 5r)ers an)
a+t>oriAes De.i?ery Acceptance /or pro=ect
)e.i?eraB.es# EnaB.es San *oa@+in
/+nctiona. an) tec>nica. reso+rces
t>ro+g>o+t t>e pro=ect# May appoint a
Pro=ect Manager among Pro=ect
Sta-e>o.)ers#
San *oa@+in Pro=ect Sta-e>o.)ers Per/orm pro=ect responsiBi.ities accor)ing
Marc> :8C :008 ;0
to t>e m+t+a..y agree) +pon pro=ect
sc>e)+.e# Co..aBoration (it> C%ER team
)+ring ,AP Ana.ysis an) Design# Se.ects
an)For prioritiAes reportsC )oc+ments an)
inter/aces to Be pro?i)e) as part o/
CRMES system )e.i?ery# Per/orms 'egacy
)ata e3traction an) c.eansing# Participates
in UAT an) Training acti?ities#
A))itiona..yC (>i.e onsite at San *oa@+in /aci.itiesC C%ER (i.. Be pro?i)e) (it> meeting space
accommo)ating s+//icient seating /or Bot> C%ER an) San *oa@+in atten)ees as )etermine) in
t>e Pro=ect C>arter sessionsC te.ep>one an) a)ministrati?e s+pport Ge#g#C meeting room
sc>e)+.ingF/a3F)oc+ment copyingH# San *oa@+in (i.. a.so pro?i)e !P6 access to ser?ers
s+pporting t>e CRMES )ep.oyment an)C as state) in t>e RFPC pro?i)e a.. >ar)(are an)
so/t(are necessary /or CRMES pro)+ction operations# 1>i.e onsiteC C%ER (i.. a.so nee)
access to : c+Bic.eFo//ice (or- spaces (it> p>ones an) internetFnet(or- access /or e@+ipment
pro?i)e) By C%ER reso+rces#
Marc> :8C :008 ;2
1ro2ect Manageent #pproac*
T>e -ey components o/ C%ER&s Pro=ect Management Met>o)o.ogy GCPMMH are P.anningC
Contro.C an) Comm+nications# C%ER (i.. a)>ere to its met>o)o.ogy as s+mmariAe) Be.o( to
monitor an) contro. t>e pro=ect&s progress# C%ER&s PMR3V Pro=ect site is a (eB-Base)
repository t>at (i.. Be +se) to trac- pro=ect progressC in/ormationC an) arti/acts# See Attac1ment
8 /or /+rt>er in/ormation aBo+t PMR3V#
1ro2ect 1lanning
C%ER (i.. create an) maintain a Base.ine Pro=ect P.an t>ro+g>o+t t>e pro=ect .i/e cyc.e# T>e
initia. pro=ect Base.ine is estaB.is>e) (it> San *oa@+in Co+nty&s appro?a. o/ t>is Statement o/
1or- as t>e appro?e) B+)getC sc>e)+.eC an) scope o/ t>e pro=ect#
1ro2ect 1lan Content
T>e Base.ine Pro=ect P.an (i.. containD
Ma=or acti?ities (it> )etai.e) tas-s an) .e?e.-o/-e//ort estimates#
Speci/ic reso+rces a..ocate) to pro=ect tas-s#
Mi.estone an) )e.i?eraB.e )ates#
T>e pro=ect sc>e)+.e an) B+)get#
1lan Manageent
D+ring t>e pro=ectC t>e C%ER Pro=ect Manager (i..D
Manage t>e Base.ine Pro=ect P.an as a con/ig+ration item accor)ing to t>e pro=ect&s
Con/ig+ration Management Process#
Contro. c>ange to t>e p.anne) scopeC B+)getC an) sc>e)+.e t>ro+g> t>e C>ange
Management Process# GSee t>e Pro=ect Contro. Processes )escriBe) Be.o(#H
Trac- appro?e) c>anges to scopeC B+)getC an) sc>e)+.e By re?ising t>e Base.ine Pro=ect
P.an an) maintaining its c+rrency#
1ro2ect Control
T>e pro=ect contro.s o+t.ine) in t>is section pro?i)e greater con/i)ence t>at t>e pro=ect (i.. Be
comp.ete) on timeC (i.. Be (it>in t>e B+)getC an) (i.. meet t>e @+a.ity re@+irements speci/ie)#
T>ese processes contro. scope creepC en/orce stan)ar)s /or @+a.ity ass+ranceC an) manage
iss+es an) ris-s# Pro=ect contro.s inc.+)e ss+e ManagementC Ris- ManagementC C>ange
ManagementC 9+a.ity Ass+ranceC an) Acceptance Management#
Issue Manageent
ss+e Management is a str+ct+re) approac> to i)enti/yingC assessingC trac-ingC an) reso.?ing
proB.ems )+ring a pro=ect# ss+es s+r/ace +ne3pecte).y an) m+st Be a))resse) e3pe)itio+s.y#
T>e e//ort re@+ire) to reso.?e an iss+e may range /rom nomina. Ge#g#C pro)+cing e3tra copies o/
Marc> :8C :008 ;4
t>e Re@+irements Doc+mentH to signi/icant Ge#g#C pro?i)ing a >ig>er spee) /i.e trans/er so.+tion
to accommo)ate 800,% )ata /i.esH#
T>e C%ER Pro=ect Manager is responsiB.e /or )oc+mentingC trac-ingC an) Bringing to c.os+re
pro=ect iss+es# C%ER&s PMR3V Pro=ect site (i.. Be +se) to capt+reC trac-C an) comm+nicate
t>e stat+s o/ iss+es#
Issue Mana$ement Process % Overview
a# ss+es may Be i)enti/ie) By San *oa@+in Co+nty or C%ER# T>e C%ER Pro=ect Manager or
>isF>er )esignee (i.. capt+re iss+es an) /orma..y )oc+ment t>em in C%ER&s PMR3V
Pro=ect site#
B# Assigne) memBers o/ t>e pro=ect team (i.. ana.yAe eac> iss+e to G8H )etermine t>e impact
to t>e pro=ect scopeC sc>e)+.eC an) B+)getC an) G:H i)enti/y a.ternati?es to reso.?ing t>e
iss+e# T>e impacts an) t>e a.ternati?e (i.. Be )oc+mente) (it> t>e iss+e in t>e trac-ing too.#
c# T>e pro=ect team (i.. imp.ement a so.+tion to t>e iss+e as )etermine) t>ro+g> C%ER an)
San *oa@+in Co+nty )isc+ssions#
)# T>e C%ER Pro=ect Manager (i.. comm+nicate t>e stat+s o/ eac> iss+e in t>e sc>e)+.e)
pro=ect stat+s meetings#
Issue Mana$ement Process % Proect S"eci&c Policies
T>e /o..o(ing ss+e Management Process po.icies app.y#
a# ss+e esca.ationD
/ an iss+e cannot Be reso.?e)C t>e San *oa@+in Co+nty an) C%ER Pro=ect Managers (i..
esca.ate t>e iss+e to t>eir respecti?e management#
B# Stat+s reportingD
ss+e stat+s reporting (i.. Be accomp.is>e) t>ro+g> stan)ar) reports.
Risk Manageent
Pro=ect ris- is an e?ent or con)ition t>at may >a?e a negati?e e//ect on a pro=ect oB=ecti?e# Ris-
Management is t>e str+ct+re) approac> to assessingC trac-ing an) minimiAing t>e proBaBi.ity
an) conse@+ences o/ a)?erse e?ents t>ro+g> mitigation strategies an) contingency p.anning#
T>e C%ER Pro=ect Manager is responsiB.e /or assessingC p.anning /orC trac-ingC an) a))ressing
pro=ect ris-s# C%ER (i.. +se PMR3V Pro=ect site to capt+reC trac-C an) comm+nicate t>e stat+s
o/ pro=ect ris-s#
Ris' Mana$ement Process % Overview
a# Pro=ect ris-s may Be i)enti/ie) By San *oa@+in Co+nty or C%ER# T>e C%ER Pro=ect
Manager or >isF>er )esignee (i.. capt+re ris-s an) /orma..y )oc+ment t>em in C%ER&s
PMR3V Pro=ect site#
B# D+ring t>e pro=ectC t>e C%ER Pro=ect Manager (i.. con)+ct a /orma. pro=ect ris-
assessment# T>ese assessmentsD
)enti/y e?ents t>at co+.) >a?e a negati?e impact on t>e pro=ect#
Mitigate t>e proBaBi.ity o/ t>e e?ent /rom occ+rring#
Marc> :8C :008 ;8
De/ine contingencies i/ t>e e?ent )oes occ+r#
Capt+re ris-s an) t>eir mitigation an) contingency strategies in t>e PMR3V Pro=ect site#
c# T>e C%ER Pro=ect Manager (i.. trac- i)enti/ie) ris-sC inc.+)ing any ne( ris-s i)enti/ie)
o+tsi)e t>e /orma. assessments an)D
Ens+re mitigation strategies are /o..o(e)#
n?o-e t>e contingency p.an (>en an e?ent )oes occ+r#
)# T>e C%ER Pro=ect Manager (i.. comm+nicate t>e stat+s o/ eac> ris- as part o/ t>e reg+.ar.y
sc>e)+.e) pro=ect stat+s meetings#
Ris' Mana$ement Process % Proect S"eci&c Policies
T>e /o..o(ing Ris- Management Process po.icies app.y#
a# Ris- esca.ationD
/ a ris- contingency p.an cannot Be agree) +ponC t>e San *oa@+in Co+nty an) C%ER
Pro=ect Managers (i.. esca.ate t>e ris- to t>eir respecti?e management#
B# Stat+s reportingD
Ris- stat+s reporting (i.. Be accomp.is>e) t>ro+g> t>e stan)ar) reports#
C*ange Manageent
C>ange Management is a process By (>ic> re@+ests /or mo)i/ications to t>e estaB.is>e) scopeC
sc>e)+.eC or cost are contro..e) an) manage)# C>ange occ+rs in e?ery pro=ect an) a )e/ine)
process /or managing c>ange is essentia. to comp.eting pro=ects on time an) (it>in B+)get#
T>e C%ER Pro=ect Manager is responsiB.e /or ens+ring t>at c>ange re@+ests are )oc+mente)C
trac-e)C an) c.ose)# C%ER (i.. +se t>e PMR3V Pro=ect site to capt+reC trac-C an)
comm+nicate stat+s o/ c>ange re@+ests#
C#an$e Mana$ement Process % Overview
a. C>ange Re@+ests may Be initiate) By San *oa@+in Co+nty or C%ER# T>e C%ER Pro=ect
Manager or >isF>er )esignee (i.. capt+re t>e re@+est an) /orma..y )oc+ment it in C%ER&s
PMR3V Pro=ect site#
b. Assigne) memBers o/ t>e pro=ect team (i.. ana.yAe eac> c>ange re@+est /or its impact to t>e
pro=ect scopeC sc>e)+.eC an) B+)get# T>e impacts (i.. Be )oc+mente) as a component o/
t>e origina. c>ange re@+est#
c. C%ER (i.. prepare a recommen)ation /or eac> c>ange re@+est an) present it /or San
*oa@+in Co+nty&s appro?a. ?ia a C>ange Re@+est Form# See Attac1ment C /or a samp.e
C>ange Re@+est Form#
d. T>e pro=ect team (i.. imp.ementC c.oseC or )e/er t>e c>ange re@+est Base) +pon San
*oa@+in Co+nty&s )ecision to appro?eC )isappro?eC or )e/er t>e re@+est#
e. For appro?e) c>ange re@+estsC t>e C>ange Re@+est Form (i.. Be appen)e) to t>is
)oc+ment an) scopeC sc>e)+.eC an) B+)get impacts (i.. Be re/.ecte) in an +p)ate) Base.ine
Pro=ect P.an#
C#an$e Mana$ement Process % Proect S"eci&c Policies
T>e /o..o(ing C>ange Management Process po.icies app.y#
Marc> :8C :008 ;;
a# A.ternati?es to /orma. c+stomer signat+res on C>ange Re@+est FormsD
n .ie+ o/ a signe) C>ange Re@+est FormC an e-mai. message sent )irect.y /rom t>e San
*oa@+in Co+nty Appro?er to t>e C%ER Pro=ect Manager in)icating appro?a. or re=ection o/ a
c>ange re@+est constit+tes /orma. appro?a. or re=ection /or t>is pro=ect#
B# Appro?a.Fre=ection t+rnaro+n) time/rameD
T>e San *oa@+in Co+nty Appro?er (i.. appro?e or re=ect t>e c>ange re@+est (it>in 3
B+siness )ays /rom t>e receipt o/ t>e C>ange Re@+est Form#
c# Co+rse o/ action i/ an Appro?er is +na?ai.aB.e or )oes not respon) (it> a )ecision in t>e
time/rame speci/ie)D
/ t>e San *oa@+in Co+nty Appro?er )oes not appro?e or re=ect t>e c>ange re@+est (it>in 3
B+siness )ays /rom t>e receipt o/ t>e C>ange Re@+est FormC an) )oes not comm+nicate a
time/rame in (>ic> a )ecision (i.. Be ma)eD
T>e c>ange re@+est )ecision (i.. Be .ogge)C trac-e) an) manage) as a UDe/erre)&
re@+est#
1or- (i.. progress (it>o+t incorporating t>e re@+este) c>ange into t>e (or- p.an#
1>ere an appro?a. or re=ection )ecision is necessary /or t>e pro=ect to progressC t>e
c>ange re@+est )ecision (i.. Be .ogge)C trac-e) an) esca.ate) as a pro=ect iss+e in
accor)ance (it> t>e pro=ect&s ss+e Management Process#
)# Ana.ysis o/ Uo+t o/ scope& C>ange Re@+estsD
For c>ange re@+ests t>at are )etermine) to Be o+tsi)e t>e state) pro=ect scopeC t>e San
*oa@+in Co+nty Appro?er (i.. a+t>oriAe cost an)For sc>e)+.e a..o(ance on a Time E
Materia.s Basis /or t>e initia. ana.ysis o/ a c>ange re@+estC eit>er as )irect /+n)ing /or t>e
ana.ysis e//ort or as part o/ t>e o?era.. /+n)ing /or t>e imp.ementation o/ an appro?e)
re@+est#
e# Reso.+tion o/ scope )isp+tesD
T>e C%ER an) San *oa@+in Co+nty Pro=ect Managers (i.. try to reso.?e any )isp+te
regar)ing t>e Uin scope& or Uo+t o/ scope& c.assi/ication o/ (or- By re/erring to t>is Statement
o/ 1or-J t>e ContractJ t>e origina. RFP Response or %+siness Proposa.J an) any c>angesC
amen)mentsC an) attac>ments to t>ese )oc+ments to (>ic> t>e parties >a?e pre?io+s.y
agree) in (riting# / t>e Pro=ect Managers cannot reac> agreement (it>in 3 B+siness )aysC
)isp+te reso.+tion (i.. Be esca.ate) to t>e San *oa@+in Co+nty Pro=ect Sponsor an) t>e
C%ER !PFArea Director Gor t>eir respecti?e )esigneesH#
/ualit( #ssurance
C%ER&s 9+a.ity Ass+rance Process (i..D GaH E?a.+ate processesC (or- pro)+ctsC an) ser?ices
against t>e app.icaB.e process )escriptionsC stan)ar)sC an) proce)+res as )e/ine) Be.o(C GBH
)enti/y an) )oc+ment noncomp.iance iss+esC an) GcH Pro?i)e /ee)Bac- regar)ing @+a.ity
ass+rance to pro=ect sta// an) managers#
T>e C%ER Pro=ect Manager is responsiB.e /or ass+ring pro=ect sponsors an) sta-e>o.)ers t>at
pro=ect po.icies an) processes are Being app.ie) an) non-comp.iances are a))resse)#
Marc> :8C :008 800
(uality !ssurance Process % Overview
a# T>e C%ER Pro=ect Manager estaB.is>es t>e 9+a.ity Ass+rance tas-s (it>in t>e (or- p.an
/or t>e pro=ect to inc.+)eD
Comp.iance re?ie(s o/ po.icies an) stan)ar)s t>at comprise t>e Basis /or @+a.ity#
Sc>e)+.e)C perio)ic management 9+a.ity Ass+rance meetings#
B# A traine) C%ER reso+rce (i.. con)+ct p.anne) 9+a.ity Re?ie(s to assess comp.iance to
po.icy an) stan)ar)s an) )oc+ment any oBser?e) noncomp.iance# Correcti?e actions (i.. Be
note) to assist t>e pro=ect team in a))ressing eac> noncomp.iance oBser?ation#
c# T>e C%ER Pro=ect Manager (i.. ens+re imp.ementation o/ correcti?e actions res+.ting /rom
t>e 9+a.ity Ass+rance re?ie(s#
)# T>e C%ER Pro=ect Manager (i.. comm+nicate t>e stat+s o/ 9+a.ity Ass+rance acti?ities as
part o/ t>e reg+.ar.y sc>e)+.e) pro=ect stat+s meetings#
(uality !ssurance Process % Proect S"eci&c Policies
T>e /o..o(ing 9+a.ity Ass+rance Process po.icies app.y#
a# 9+a.ity Ass+rance re?ie( personne.D
C%ER personne. assigne) to 9+a.ity Ass+rance re?ie(s may Be acti?e memBers o/ t>e
pro=ect teamC B+t (i.. not re?ie( processesC pro)+cts or ser?ices re.ate) to t>eir ot>er
speci/ic ro.es on t>e pro=ect#
B# ProcessesC pro)+ctsC an) ser?ices to Be re?ie(e)D
5n.y C%ER&s stan)ar) Pro=ect Management an) So.+tion Set met>o)o.ogiesC an) t>eir
o+tp+tsC are (it>in t>e scope o/ t>is 9+a.ity Ass+rance p.an#
#cceptance Manageent
C%ER&s Acceptance Management Process ens+res t>at )e.i?eraB.es or ser?ices pro?i)e) By
C%ER )+ring t>e pro=ect are presente) to San *oa@+in Co+nty /or acceptance# Forma.
acceptance By San *oa@+in Co+nty in)icates t>at t>e )e.i?eraB.e or ser?ice >as Been
comp.ete) in accor)ance (it> t>is Statement o/ 1or-#
T>e C%ER Pro=ect Manager is responsiB.e /or ens+ring t>at pro=ect )e.i?eraB.es an) ser?ices
are /orma..y accepte) By San *oa@+in Co+nty#
!cce"tance Mana$ement Process % Overview
a# T>e C%ER Pro=ect Manager or pro=ect team .ea) (i.. )ec.are a )e.i?eraB.e or ser?ice
comp.ete an) rea)y /or acceptance (>enD
Doc+mente) re@+irements >a?e Been met#
Testing is comp.ete an) )e/ects a))resse)#
9+a.ity re?ie(s >a?e Been passe)#
T>e C%ER Pro=ect Manager (i.. ?a.i)ate t>at t>e )e.i?eraB.e or ser?ice is rea)y /or
acceptance an) present t>e )e.i?eraB.e or ser?iceC or representati?e )oc+mentationC to
San *oa@+in Co+nty /or acceptance# See Attac1ment D /or a samp.e De.i?eraB.es
Acceptance Form#
Marc> :8C :008 808
B# San *oa@+in Co+nty (i.. /orma..y accept t>e )e.i?eraB.e or ser?ice as comp.ete an) in
con/ormance (it> t>is Statement o/ 1or-C or re=ect t>e )e.i?eraB.e or ser?ice an) state
reasons /or re=ection#
c# T>e C%ER Pro=ect Manager (i.. coor)inate e//orts to re)ress )e.i?eraB.es or ser?ices
re=ecte) By San *oa@+in Co+nty#
!cce"tance Mana$ement Process % Proect S"eci&c Policies
T>e /o..o(ing Acceptance Management Process po.icies app.y#
a# A.ternati?es to /orma. c+stomer signat+res on paper )oc+mentsD
n .ie+ o/ a signe) De.i?eraB.eFSer?ice Acceptance FormC an e-mai. message sent )irect.y
/rom San *oa@+in Co+nty Appro?er to t>e C%ER Pro=ect Manager in)icating acceptance or
re=ection o/ a )e.i?eraB.e or ser?ice constit+tes /orma. acceptance or re=ection#
B# Appro?a.Fre=ection t+rnaro+n) time/rameD
San *oa@+in Co+nty Appro?er (i.. accept or re=ect t>e )e.i?eraB.e or ser?ice (it>in 3
B+siness )ays /rom t>e receipt o/ t>e De.i?eraB.eFSer?ice Acceptance Form#
c# Co+rse o/ action i/ an Appro?er is +na?ai.aB.e or )oes not respon) (it> a )ecision in t>e
time speci/ie)D
/ San *oa@+in Co+nty Appro?er )oes not accept or re=ect t>e )e.i?eraB.e or ser?ice (it>in 3
B+siness )ays /rom t>e receipt o/ t>e De.i?eraB.eFSer?ice Acceptance Form an) )oes not
comm+nicate a time/rame in (>ic> a )ecision (i.. Be ma)eD
T>e acceptanceFre=ection )ecision (i.. Be .ogge)C trac-e) an) esca.ate) as a pro=ect
iss+e in accor)ance (it> t>e pro=ect&s ss+e Management Process#
1or- (i.. progress to maintain t>e estaB.is>e) pro=ect sc>e)+.eC (it> t>e +n)erstan)ing
t>at any (or- )epen)ent +pon a re=ecte) )e.i?eraB.e or ser?ice is at ris- o/ re(or-#
A c>ange re@+est may res+.t i/ mo)i/ications to t>e )e.i?eraB.e or ser?ice are re@+ire)
an) t>ose mo)i/ications a//ect ot>er pro=ect (or-C or (or- t>at procee)e) at ris-#
1ro2ect Counications
Appropriate o?ersig>t an) e//ecti?e proB.em reso.+tion are -eys to pro=ect s+ccess# 5n a reg+.ar
sc>e)+.eC C%ER (i.. trac-C )oc+mentC an) comm+nication pro=ect stat+s to t>e San *oa@+in
Co+nty Pro=ect Manager#
Status Reporting
T>e C%ER Pro=ect Manager (i.. >o.) Pro=ect team meetingsC pro)+ce stat+s reportsC an) meet
(it> t>e San *oa@+in Co+nty Pro=ect Manager to )isc+ss pro=ect progress e?ery (ee-#
Proect Team Meetin$s
T>e Pro=ect Team (i.. meet to re?ie( t>e Pro=ect P.an an) eac> team memBer&s progress
to(ar) t>e s+ccess/+. comp.etion o/ t>eir assigne) tas-s# T>e team (i.. /oc+s on Estimates to
Comp.ete an) ear.y i)enti/ication an) assessment o/ pro=ect iss+es an) c>ange re@+ests#
Status Re"orts
C%ER&s stan)ar) (ee-.y pro=ect stat+s report (i.. pro?i)e aD
Marc> :8C :008 80:
S+mmary o/ Accomp.is>ments#
Stat+s o/ Mi.estones an) De.i?eraB.es#
Ana.ysis o/ P.an !ariances#
S+mmary o/ iss+esC ris-sC an) c>ange re@+ests#
Proect Mana$er Meetin$s
T>e C%ER Pro=ect Manager (i.. re?ie( pro=ect progress an) stat+s (it> t>e San *oa@+in
Co+nty Pro=ect Manager# T>e Pro=ect Managers (i.. (or- t>ro+g> pro=ect iss+esC ris-sC an)
c>anges an) )etermine (>ic> )ecisions m+st Be esca.ate) an) to (>om#
Steerin$ Committee Meetin$s
T>e C%ER Pro=ect Manager (i.. re?ie( pro=ect progress an) stat+s (it> t>e San *oa@+in
Co+nty Steering Committee Gi/ t>is committee is )etermine) as necessaryH on a mont>.y Basis
or as )e/ine) By t>e committee# T>e Pro=ect Manager (i.. present in/ormation an) .ea)
)isc+ssions regar)ing items esca.ate) /or committee reso.+tion#
Manageent Re+iew
C%ER pro=ects +n)ergo sc>e)+.e) progress re?ie(s to ens+re t>at estaB.is>e) stan)ar)s an)
processes are Being /o..o(e) an) t>at t>e pro=ect is procee)ing accor)ing to p.an# Correcti?e
actions are i)enti/ie)C imp.emente) an) monitore) t>ro+g> pro=ect comp.etion# %ot> San
*oa@+in Co+nty an) C%ER .ea)ers>ip (i.. re?ie( c+rrent progress reports an) associate)
correcti?e actions#
Marc> :8C :008 803
Trainin$ Plan
T>e CRMES app.ication (i.. Be )ep.oye) to a specia. training en?ironment to /aci.itate training
/or co+nty +sers an) management# 5+r aim is to in/orm t>e +sers an) a)ministrators o/ >o( t>e
system&s c+stom inter/ace can integrate seam.ess.y into t>eir e3isting B+siness proce)+res#
T>e training team comBines t>e +se o/ a+)ioF?is+a. tec>ni@+es +sing Bot> Po(erPoint
presentations an) >an)s-on +sage o/ CRMES rea)y (or-stations to ins+re t>e trainee&s
+n)erstan)ing o/ t>e app.ication# Met>o)s s+c> as t>ese enaB.e t>e +ser to grasp t>e /+nctiona.
+n)erstan)ing o/ t>e app.ication&s /.o( (>i.e a.so enco+raging )isc+ssion o/ >o( t>eir o(n
)+ties /it into t>e training#
1e are prepare) to tai.orC as nee)e)C o+r stan)ar) training approac> to /it t>e nee)s o/ t>e San
*oa@+in Co+nty# Training is genera..y )one /or a.. +sers prior to ,o-'i?e to ens+re s+ccess/+.
+se o/ t>e CRMES system#
T>e C%ER team an) t>e San *oa@+in Co+nty teams (i.. coor)inate a training ca.en)ar prior to
con)+cting t>e training sessions# 1e recommen) t>e San *oa@+in Co+nty pro=ect participants
Be traine) prior to System Acceptance# A.. c.asses can Be con)+cte) (it> t>e re@+este)
a?erage o/ :0 to :0 st+)ents per training session Go+r Utypica.& st+)ent siAes are inc.+)e) in t>e
/o..o(ing stan)ar) o//ering /or re/erence on.yH# 5+r genera. training sy..aBi are pro?i)e) Be.o(D
CRIMES #dinistrator &raining
A)ministrati?e training /or a gro+p o/ ten st+)ents (i.. ta-e appro3imate.y 82 >o+rs# / t>e
a)ministrators >a?e Been in?o.?e) (it> t>e pro=ectC t>e training time (i.. Be re)+ce) By
appro3imate.y /o+r >o+rs#
T>e A)ministrati?e Training inc.+)es a.. /acets o/ CRMES a)ministration an) t>e generation o/
reports +sing Crysta. Reports# T>e typica. c+rric+.+m is pro?i)e) Be.o(#

8# Reports
a# R+nning Stan)ar) Reports
B# 5rganiAing t>e Report 'iBrary
c# DistriB+ting Reports
)# Report Sec+rity
e# CRMES Data Dictionary
:# Doc+ment Temp.ate Management
a# Doc+ment Types an) Properties
B# Doc+ment Stat+s
c# Mo)i/ying E3isting Temp.ates
)# Creating 6e( Doc+ment Temp.ates
i# From an E3isting Temp.ate GKC.oningLH
ii# From an E3isting 1or) Processing Doc+ment
iii# From Scratc>
Marc> :8C :008 80$
e# nserting Data /rom CRMES into Temp.ate GKProgram 9+estionsLH
/# nserting User Prompts into Temp.ate GKUser 9+estionsLH
g# Types o/ Responses A?ai.aB.e to User Prompts
i# Te3t
ii# Formatte) .ong te3t
iii# C>oice
i?# ComBination GC>oice or Te3tH
?# Pic--.ist
># Maintenance o/ Common User Prompts
i# Maintenance o/ Components
3# TaB.e A)ministration
a# Mo)i/ying E3isting !a.+es
B# A))ing !a.+es
c# nacti?ating !a.+es
$# Managing CRMES Users
a# A))ing User ,ro+ps
B# De/ining User ,ro+ps
c# A))ing n)i?i)+a.s
)# P.acing n)i?i)+a.s in User ,ro+ps
e# Pass(or) Management
0# App.ication 5ptions
a# Sea.ingFE3p+ngingFDe.eting cases
B# Arc>i?ing )oc+ments
Marc> :8C :008 800
End-6ser &raining
En)-+ser training ta-es appro3imate.y 8 >o+rs /or eac> c.ass o/ :0-:0 +sers# T>e typica.
c+rric+.+m /o..o(s#
8# CRMES 5?er?ie(
a# T>e genera. /+nctiona.ity o/ t>e app.ication
B# <o( t>e app.ication (or-s (it>in e3isting B+siness r+.es
:# Fin)ing Cases an) Peop.e in System
c# !ario+s searc> options an) t>eir con?enience
)# <o( searc>es re.ate to )ataBase str+ct+re
3# Case nta-e Process
e# <o( t>e process re.ates to c+rrent o//ice str+ct+re
$# Case Ca.en)aring an) E?ent Management
/# Creation o/ Co+rtC Case an) System E?ents
g# App.ying E?ent Dates to Ca.en)ar Systems
0# Case Participants
2# Case Up)ate
4# Doc+ment ,eneration
># Met>o)s /or t>e creation process
8# Doc+ment Pro)+ction
i# Form 'etters
=# MotionsF%rie/s
-# Memoran)a
.# S+Bpoenas
m# *+ry nstr+ctions
n# Amen)e) C>arging Doc+ments
;# A)->oc 9+erying
Marc> :8C :008 802
Maintenance an) Su""ort Plan
C%ER (i.. pro?i)e CRMES so/t(are /ree o/ a.. critica. or ma=or -no(n )e/ects# As +pgra)es
an) pro)+ct en>ancements Become a?ai.aB.e /or t>e app.ication so/t(areC t>ey (i.. Be pro?i)e)
at no a))itiona. c>arge#
&- 7a. onsite cost a77ition to annual CRI!E" ".stem !aintenance cost
At t>e en) o/ t>e /irst 30 )ays o/ C%ER Ann+a. CRMES MaintenanceC C%ER (i.. in?oice San
*oa@+in Co+nty /or W82C000 /or pro?i)ing a reso+rce onsite at San *oa@+in /aci.ities# T>is cost is
inc.+si?e o/ a.. TE' e3penses# T>is cost is in a))ition to t>e W88C000 ann+a. cost in?oice) at t>e
Beginning o/ t>e Maintenance perio)#
5+r Base (arranty pro?i)es /or t>e )iagnosis an) ens+ing reso.+tion# / t>ere are -no(n )e/ects
/rom t>e s+pp.iers o/ t>e system so/t(areC C%ER (i.. pro?i)e cons+.tation as it a//ects t>e
/+nctioning o/ t>e app.ication so/t(are on a Best e//ort Basis# T>e responsiBi.ity /or maintaining
system so/t(are +pgra)es resi)es (it> San *oa@+in Co+ntyC B+t C%ER (i.. s+pport t>e norma.
/+nctioning o/ t>e app.ication so/t(are accor)ing to t>e terms o/ t>e (arranty an) ser?ice .e?e.
agreement Gp.ease see Attac>ment % /or a samp.e o/ o+r stan)ar) CRMES agreementH#
Un)er t>e terms o/ t>e S+pport an) Maintenance AgreementC it is e3pecte) t>at San *oa@+in
Co+nty (i.. contin+e to -eep t>eir system an) operating so/t(are systems maintaine) an)
c+rrent# To ens+re t>e satis/action o/ o+r c+stomersC C%ER s+pport personne. are traine) to
s+pport t>e .atest re.ease o/ t>e system an) s+pporting tec>no.ogiesC an) /or t>is reason
s+pport (i.. Be pro?i)e) /or t>e imme)iate.y prior ?ersion an) not /or any ?ersions prior to t>at#
"upport an7 !aintenance: 3eneral "cope
"ervice Description
Emer/enc. P1one "upport 800 P>one n+mBer ans(ere) By s+pport sta//
:$ >o+rs a )ayC 4 )ays a (ee-#
Non;Emer/enc. "upport 800 P>one n+mBer a?ai.aB.e )+ring norma.
co+nty B+siness >o+rs# 5n.ine s+pport site
a?ai.aB.e :$ >o+rs a )ayC 4 )ays a (ee-#
Response To In=uir. 9+estions s+Bmitte) ?ia p>one or t>e on.ine
s+pport site are a))resse) as t>ey are recei?e)
Patc1es 2 Notification Co..ecte) non-critica. so/t(are )e/ects are
gro+pe) into interim minor re.eases Gpatc>esH
an) iss+e) to c+stomers on a reg+.ar Basis#
C+stomers are typica..y noti/ie) (it>in :$ >o+rs
o/ re.ease o/ so/t(are patc>es#
Fi9es 2 Notification Critica. so/t(are )e/ects are correcte) as t>ey
are )isco?ere) By c+stomers or 9A processes#
Marc> :8C :008 804
So/t(are +p)ates to correct t>ese )e/ects are
pro?i)e) imme)iate.y /or c+stomers# A+t>oriAe)
+sers o/ t>e
Pro7uct Up/ra7es 2 Notification Perio)ic +pgra)es Gma=or re.easesH t>at
en>ance or impro?e e3isting app.ication
/eat+res or a)) a))itiona. /+nctiona.ity to are
re.ease) on a?erage 8-: times per year#
E3isting c+stomers (>o are entit.e) to
+pgra)es are norma..y noti/ie) (it>in $8 >o+rs
o/ t>e re.ease o/ t>e en>ance) so/t(are#
3eneral "upport C%ER stri?es to pro?i)e t>e Best possiB.e +ser
e3perience to a.. CRMES c+stomers#
C+stomers (it> genera. s+pport @+estions can
recei?e genera. tec>nica. s+pport or get
ans(ers to genera. @+estions aBo+t t>e
CRMES pro)+ct# Training or tec>nica.
cons+.tation re@+iring a s+Bstantia. amo+nt o/
time are a?ai.aB.e Beyon) ser?ices pro?i)e) in
t>e Statement o/ 1or- can Be pro?i)e) at t>e
pre?ai.ing rate per t>e S+pport an)
Maintenance Agreement
A.. CRMES c+stomersC +n.ess speci/ie) ot>er(ise in t>e S+pport an) Maintenance agreement
are responsiB.e /or t>e insta..ation o/ pro)+ct /i3esC +pgra)esC or patc>es# C%ER cons+.tants
can Be ma)e a?ai.aB.e to s+pport t>is process /or an >o+r.y rate as )e/ine) in t>e S+pport an)
Maintenance Agreement#
C+stomers are enco+rage) to s+ggest ne( /eat+res or en>ancements to CRMES# n /actC
many o/ t>e Best ne( /eat+res or impro?ements are pro?i)e) By o+r c+stomers# A))itiona. or
en>ance) system /+nctiona.ity not inc.+)e) as part o/ /i3esC patc>esC or pro)+ct +pgra)es are
not inc.+)e) as part o/ t>e ser?ices an) pro)+cts pro?i)e) By t>e S+pport an) Maintenance
Agreement# C%ER cons+.tants can Be ma)e a?ai.aB.e /or c+stom )e?e.opment at an >o+r.y
rate speci/ie) By t>e S+pport an) Maintenance Agreement# t s>o+.) Be note)C >o(e?erC t>at
c+stom )e?e.opment per/orme) /or an in)i?i)+a. c+stomer may Be ma)e a?ai.aB.e in /+t+re
re.eases o/ CRMES to a..o( +ni/orm maintenance an) s+pport o/ CRMES /or a.. c+stomers#
A))itiona..y i/ c+stom )e?e.ope) system en>ancement necessitate a))itiona. s+pport or
)i//ic+.ty in maintaining t>e app.icationC a)=+stments to t>e S+pport an) Maintenance /ees may
Be re@+ire)#
.elp "esk Support
C%ER maintains a 'a( an) *+stice >e.p )es- sta//e) (it> s+B=ect matter an) tec>nica. e3perts
in s+pporting o+r CRMES c+stomer Base# P>one s+pport ser?ice is part o/ t>e ann+a.
maintenance an) s+pport agreement an) (i.. Be ma)e a?ai.aB.e )+ring t>e co+nty&s reg+.ar
B+siness >o+rs /or non-emergency matters an) a?ai.aB.e :$34 /or emergencies# Emergency
Marc> :8C :008 808
ser?ice is typica..y )e/ine) as sit+ations t>at pre?ent reasonaB.e system /+nctioning t>at
negati?e.y a//ects t>e norma. B+siness o/ t>e co+nty Gsystem o+tagesC )ata corr+ptionC /ata.
system errorsC etcH# System proB.ems t>at are consi)ere) to Be minor or cosmetic are >an).e)
)+ring reg+.ar B+siness >o+rs# 5+r C+stomer S+pport to..-/ree p>one n+mBer is G800H $08-3024#
n a))ition to te.ep>one s+pportC t>e pre/erre) an) typica..y t>e most e//icient a?en+e /or
re@+esting CRMES s+pport an) reporting errors is ?ia an on.ine >e.p)es- t>at (i.. Be create)
an) maintaine) speci/ica..y /or t>e co+nty# T>is system is a?ai.aB.e :$34 ?ia an nternet Bro(ser
an) contin+a..y monitore) By s+pport personne.# Users a+t>oriAe) By t>e co+nty (i.. Be pro?i)e)
a +ser acco+nt to sec+re access t>e system to enter an) monitor tro+B.e tic-ets an) re@+ests
/or system en>ancements or maintenance#
1roduct 6pgrades7 1atc*es7 'i!es and En*anceents
T>e C%ER 'a( an) *+stice ,ro+p pri)es itse./ on o+r c+stomer ser?ice an) speci/ica..y t>e
responsi?eness o/ o+r team# 1e pro?i)e a )irect approac> to pro?i)ing c+stomer ser?ice t>at
)oes not inc.+)e e.aBorate .e?e.s o/ tec>nica. s+pport tiers insi)e o+r 'a( an) *+stice ,ro+p#
1>en a proB.em or in@+iry is ca..e) in or s+Bmitte) /rom one o/ o+r c+stomers (e (or- to
reme)y t>e proB.em imme)iate.y an) i/ necessary o+r c+stomer ser?ices )epartment (i..
coor)inate (it> t>e CRMES system pro)+ct )e?e.opers an)For )ataBase engineers#
C%ER (or-s contin+a..y to impro?e t>e e//iciencyC ease-o/-+seC an) t>e o?era.. /eat+re set o/
o+r pro)+cts# 6o so/t(are e3ists (it>o+t )e/ects GB+gsH an) occasiona. errors# 1>en a )e/ect is
reporte) By o+r c+stomers or )isco?ere) )+ring t>e co+rse o/ reg+.ar 9+a.ity Ass+rance
e?a.+ationsC it is .ogge) in o+r on.ine s+pport trac-ing system# T>e stat+s an) progress o/ t>e
reso.+tion o/ iss+es or so/t(are )e/ects entere) on.ine or s+Bmitte) ?ia p>one can Be monitore)
on.ine By +sers (it> a +ser acco+nt on t>e site# 6oti/ication o/ t>e reso.+tion o/ t>e proB.em is
pro?i)e) to t>e c+stomer +ser (>o s+Bmitte) t>e iss+e an) /or critica. B+g /i3es t>e +p)ate)
so/t(are is pro?i)e) to t>e c+stomer s+Bmitting t>e iss+e an) ot>er impacte) c+stomers
imme)iate.y#
For non-critica. /i3esC t>e +p)ate is B+n).e) (it> ot>er +p)ates an) re.ease) (it> t>e ne3t
reg+.ar.y re.ease) patc> Gminor re.easeH# A.. c+stomers are noti/ie) ?ia emai. (it>in :$ >o+rs o/
t>e re.ease o/ a so/t(are patc># T>e patc> can Be )o(n.oa)e) /rom t>e s+pport site or can Be
pro?i)e) on a Compact Disc i/ re@+este) By t>e c+stomer#
Pro)+ct +p)ates are pro?i)e) to +sers (>o are entit.e) to recei?e t>em in a simi.ar met>o) to
t>e re.ease o/ patc>es# A.. @+a.i/ie) c+stomers are noti/ie) ?ia emai. o/ t>e re.ease o/ a pro)+ct
+pgra)e (it>in $8 >o+rs o/ its re.ease# S>o+.) t>e c+stomer )esireC t>e +p)ate) so/t(are can Be
pro?i)e) ?ia a compact )isc +pon re@+est#
A))itiona. met>o)s o/ )e.i?ery o/ +p)ate) so/t(are can Be pro?i)e)C >o(e?er a))itiona. costsC
)epen)ing +pon time an) e3pense inc+rre) /or accommo)ating t>e non-stan)ar) )e.i?ery
met>o)#
Marc> :8C :008 80;
Exce"tions
E!ceptions and Clari,cations
n accor)ance (it> RFP Sections 80 an) 88 on pages 4 an) 8C C%ER notes t>e /o..o(ing
e3ceptions an) c.ari/ications to t>e Terms an) Con)itions set /ort> in t>e RFP# C%ER is not
con)itioning its proposa. on t>e State&s acceptance o/ t>e precise .ang+age set /ort> Be.o(#
C%ER +n)erstan)s an) accepts t>at any contract res+.ting /rom t>is proposa. m+st comp.y (it>
app.icaB.e Co+nty an) state .a(s an) reg+.ations an) m+st Be acceptaB.e to t>e Co+nty#
PROPO"AL AUTAORIBATION "I3NATURE PA3E CRFP? pa/e #&D
C%ER accepts t>e pro?isions o/ paragrap> one (it> t>e /o..o(ing c.ari/ications an)
+n)erstan)ings#
a# As to tem G8HC C%ER >as re.ie) on t>e in/ormation pro?i)e) By t>e Co+nty in t>e RFP an)
A))en)a in preparing its propose) prices an) sc>e)+.es# / incomp.eteC inacc+rate or
erroneo+s in/ormation ca+se an increase in C%ER&s cost o/ or time /or per/ormanceC C%ER
s>a.. Be entit.e) to an e@+itaB.e a)=+stment in t>e contract price an) sc>e)+.e as (e.. as
ot>er a//ecte) terms o/ t>e contract#
As a matter o/ c.ari/icationC C%ER&s proposa. is its e3pression o/ t>e o//ere) meansC
met>o)s an) so.+tions C%ER (i.. +se to meet t>e re@+irements o/ t>e RFP# n accepting
t>e proposa.C t>e Co+nty is accepting t>ose speci/ic meansC met>o)s an) so.+tions o/
per/ormance as comp.ying (it> t>e terms o/ t>e RFP# C>angesC mo)i/icationC
en>ancements or a))itions to t>e propose) meansC met>o)sC an) so.+tions s>a.. Be treate)
as c>anges +n)er t>e res+.ting contract an) t>e contract price an) sc>e)+.e s>a.. Be
e@+itaB.e a)=+ste) /or t>e impact o/ t>ose c>angesC mo)i/icationC en>ancements or
a))itions# S+B=ecti?e Co+nty interpretations o/ (>et>er speci/ic meansC met>o)s or
so.+tions meet t>e re@+irements o/ t>e RFP s>a.. not Be )eterminati?e# / C%ER&s meansC
met>o)s an) so.+tions meet t>e minim+m oB=ecti?e re@+irements o/ t>e RFPC t>ere s>a.. Be
no con/.ict (it> t>e RFP re@+irements#
B# As to tem G:HC C%ER (i.. pro?i)e t>e ser?ices an) so/t(are as set /ort> in its proposa.#
C%ER is not responsiB.e /or pro?i)ing ot>er e@+ipmentC materia.s or .aBor# C%ER&s
propose) prices an) sc>e)+.es are con)itione) on t>e Co+nty&s time.y pro?ision o/ GiH ot>er
essentia. e@+ipmentC materia.sC or .aBorC inc.+)ing (it>o+t .imitationC time.y access to system
so/t(areC inter/aces an) connecti?ity (it> ot>er systems an) )ataBases GiiH c.ean an)
+ncorr+pte) )ata an) )ataBases# / )e.ays or )e/ects in t>e Co+nty&s pro?ision o/ t>ese
items an) s+pport increase C%ER&s cost o/ or time /or per/ormanceC C%ER s>a.. Be entit.e)
to an e@+itaB.e a)=+stment in t>e contract price an) sc>e)+.e as (e.. as ot>er a//ecte) terms
o/ t>e contract#
Marc> :8C :008 880
Marc> :8C :008 888
EEAI8IT A 6 FUNCTIONAL REUIRE!ENT"
To stay (it>in t>e sc>e)+.e an) B+)get constraints set By t>e Co+ntyC C%ER >as propose) a
K?ani..aL imp.ementation o/ its CRMESX proprietary so/t(are so.+tion (it> minima.
c+stomiAation on.y as re@+ire) to pro?i)e t>e minima. /+nctiona. re@+irements to (>ic> C%ER
proposa. >as respon)e)# 1>ere CRMES meets t>e minima. /+nctiona. re@+irements o/ t>e
RFPC no c+stomiAation is price) or inc.+)e)# A))itions an) en>ancements to t>e minima.
/+nctiona. re@+irements an) ne(C en>ance) or a.tere) /eat+res or /+nctions or en>ance)
c+stomiAation s>a.. Be consi)ere) c>anges an) t>e contract price an) sc>e)+.e s>a.. Be
a)=+ste) accor)ing.y# E3cept as e3press.y in)icate) in t>e proposa.C C%ER&s propose) price
an) sc>e)+.e ass+me t>at t>e Co+nty (i.. +se e3isting CRMES /+nctionsC screens an) reports
to meet t>e B+siness re@+irements in t>e RFP (it>o+t /+rt>er c+stomiAation#
1it> respect to t>e propose) c+stomiAations o/ CRMESC C%ER&s propose) price an) sc>e)+.e
ass+me t>at t>e Co+nty (i.. prompt.y pro?i)e re?ie( an) comments an) (i.. not re@+ire m+.tip.e
iterati?e re?ie(s or c>anges in )oc+ments# Doc+ments s+Bmitte) to t>e Co+nty /or re?ie( an)
comment m+st Be appro?e) or ret+rne) to C%ER (it> comments (it>in 3 B+siness )ays or
t>ey (i.. Be )eeme) accepte) as s+Bmitte)#
C>anges in app.icaB.e .a(sC reg+.ationsC r+.esC or or)nancesC or B+siness processes s>a.. Be
consi)ere) c>anges# / t>ose c>anges increase C%ER&s cost o/ or time /or per/ormanceC
C%ER s>a.. Be entit.e) to an e@+itaB.e a)=+stment in t>e contract price an) sc>e)+.e as (e.. as
ot>er a//ecte) terms o/ t>e contract#
E91ibit 8 6 "ample Contract
;# n)emni/ication
C%ER re@+ests t>e /o..o(ing c>anges# nserts are s>o(n in ita.ics an) +n)er.ine an)
)e.etions are s>o(n in o?erstri-e#
C56SU'TA6T agrees to )e/en)C >o.) >arm.ess an) in)emni/y t>e C5U6T" /or any an)
a.. .iaBi.ities to the extent caused by associate) (it> t>e CONSULTNT!s ne"li"ence in
the +se o/ any a+tomoBi.es in re.ation to /or t>e tas-s per/orme) +n)er associate) (it>
t>is Agreement#
ll indemnification under this "reement shall be a##ortioned on a com#arative basis
ta$in" into account the relative factors of all #ersons contributin" to such claim or loss.
CONSULTNT shall only be liable for that #ortion of the total indemnified claim or loss
that CONSULTNT%s acts or omissions bear to the acts and omissions of all #ersons
contributin" to such total indemnified claim or loss. CONSULTNT&s res#onsibility to
indemnify and hold harmless COUNT' is conditioned u#on CONSULTNT receivin" (i)
#rom#t *ritten notice of any claim or action and (ii) COUNT'&s full coo#eration *ith
CONSULTNT&s defense or settlement of the claim. To the extent CONSULTNT&s
Marc> :8C :008 88:
defense of the claim is materially #re+udiced by the COUNT'&s failure to #rovide #rom#t
notice or full coo#eration *ith CONSULTNT&s defense or settlement of the claim,
CONSULTNT shall be relieved of its indemnity obli"ations. CONSULTNT has no
liability to indemnify or hold the COUNT' harmless for any #ayment by the COUNT' in
settlement or com#romise of a claim or action unless CONSULTNT receives *ritten
notice at least ten (,-) business days in advance of such settlement or com#romise and
a##roves the settlement in *ritin" before #ayment is made.
83# Termination
C%ER re@+ests t>e /o..o(ing c>anges#
a# P.ease insert t>e /o..o(ing as t>e secon) sentence o/ Section 83#
/ t>e nat+re o/ t>e Breac> is s+c> t>at it cannot reasonaB.y Be comp.ete) (it>
/i/teen (or-ing )aysC t>is Agreement s>a.. not Be terminate) in t>e agreement i/
C56SU'TA6T prompt.y initiates a c+re an) )i.igent.y p+rs+e it to comp.etion#
B# P.ease a)) t>e /o..o(ing#
/ t>e C5U6T" Breac>es or >aBit+a..y neg.ects t>e C5U6T"&S )+ties +n)er t>is
Agreement (it>o+t c+ring s+c> Breac> or neg.ect +pon /i/teen G80H (or-ing )ays
(ritten noticeC t>e C56SU'TA6T mayC By (ritten noticeC imme)iate.y terminate
t>is Agreement (it>o+t pre=+)ice to any ot>er reme)y to (>ic> C56SU'TA6T
may Be entit.e)C eit>er at .a(C in e@+ityC or +n)er t>is Agreement#
/ t>is Agreement is terminate) /or con?enience or Beca+se t>e %oar) /ai.s to
appropriate s+//icient /+n)sC t>e C5U6T" s>a.. prompt.y pay t>e C56SU'TA6T
/or a.. goo)s an) materia.s )e.i?ere) to t>e C5U6T"C (or- in progress an)
partia..y comp.ete) itemsC an) a.. ser?ices pro?i)e)C inc.+)ing reasonaB.e
e3penses inc+rre)C as o/ t>e e//ecti?e )ate o/ termination# T>e Cons+.tant s>a..
not Be entit.e) to .ost re?en+es or .ost pro/it on t>e terminate) portion o/ t>e (or-#
c# P.ease c.ari/y t>at K(or-ing )ays& s>a.. mean Mon)ay M Fri)ay e3c.+si?e o/ Fe)era.C
State an) Co+nty >o.i)ays# / .ast )ay /or per/ormance o/ any oB.igation +n)er t>is
Agreement occ+rs on a non-(or-ing )ayC t>e time perio) /or per/ormance s>a.. Be
e3ten)e) to t>e en) o/ t>e ne3t /+.. (or-ing )ay#
:8# 1or- Pro)+ct
C%ER is proposing to pro?i)e a c+stom so.+tion Base) on C%ER&s CRMESX proprietary
so/t(are so.+tion# C%ER (i.. pro?i)e CRMES p+rs+ant to t>e CRMES 'icense Terms
an) Con)itions inc.+)e in t>e proposa.# C%ER (i.. retain e3c.+si?e o(ners>ip o/ GH a..
.icense) CRMES so/t(areC app.ications an) )oc+mentationJ an) GiiH a.. CRMES re.ate)
1or- Pro)+cts or materia.s o/ any -in) or nat+re )e?e.ope) /or t>e Co+ntyC inc.+)ing
Marc> :8C :008 883
(it>o+t .imitationC app.icationsC /eat+resC )eri?ati?e (or-sC en>ancementsC a))itionsC
c+stomiAationC /eat+resC inter/acesC screensC /ormatsC an) reports# T>e C5U6T" (i..
retain a /+..y-pai) .icense to +se a.. materia.s )e?e.ope) at Co+nty e3pense so.e.y /or t>e
Co+nty&s +seC (it>o+t t>e rig>t to se.. or trans/er t>ose materia.s to any ot>er party# T>e
Co+nty (i.. mar- a.. CRMES re.ate) materia.sD Y :00Z C%ERC nc# A.. Rig>ts Reser?e)#
C%ER (i.. pro?i)e maintenance an) s+pport /or t>e Co+nty p+rs+ant to t>e CRMES
Maintenance an) S+pport Terms an) Con)itions inc.+)e) in t>e proposa.#
A77itional Terms an7 Con7itions
C%ER re@+ests t>e a))ition o/ terms simi.ar to t>e /o..o(ing#
:3# Parties in nterestD
T>is Agreement is en/orceaB.e on.y By C56SU'TA6T an) C5U6T"# T>is Agreement is
not a contract or ass+rance regar)ing compensationC contin+e) emp.oymentC or Bene/it
o/ any -in) to any o/ C56SU'TA6T&s personne. or to any Bene/iciary o/ t>ose personne.
an) t>ose personne. or t>eir Bene/iciaries (i.. not Be t>ir)-party Bene/iciaries o/ t>is
Agreement#
:$# C>angesD
T>e C5U6T" may at any timeC By (ritten or)erC ma-e c>anges (it>in t>e genera. scope
o/ t>is contract in GaH t>e speci/ications or re@+irementsC GBH t>e met>o) o/ )e.i?eryJ t>e
ser?ices to Be )e.i?ere)# / any s+c> c>ange ca+ses an increase or )ecrease in t>e cost
o/C or t>e time re@+ire) /orC per/ormance o/ any part o/ t>e (or- +n)er t>is contractC
(>et>er or not c>ange) By t>e or)erC t>e C5U6T" s>a.. ma-e an e@+itaB.e a)=+stment
in t>e contract priceC t>e )e.i?ery sc>e)+.eC or Bot>C an) s>a.. mo)i/y t>e contract#
Fai.+re to agree to any a)=+stment s>a.. Be a )isp+te +n)er t>e Disp+tes c.a+se#
:0# De.aysD
/ t>e per/ormance o/ any part o/ t>e (or- o/ t>is Agreement is )e.aye) or interr+pte) By
an act o/ t>e State in t>e a)ministration o/ t>is Agreement t>at is not e3press.y
a+t>oriAe) By t>is AgreementC or By a /ai.+re o/ t>e State to act (it>in t>e time speci/ie)
in t>is AgreementC or (it>in a reasonaB.e time i/ not speci/ie)C e@+itaB.e a)=+stments
s>a.. Be ma)e GiH /or any increase in t>e Contractor&s cost o/ per/ormance ca+se) By t>e
)e.ay or interr+ptionC GiiH in t>e )e.i?ery or per/ormance )ates an) any ot>er Agreement
term or con)ition a//ecte) By t>e )e.ay or interr+ptionC an) t>e Agreement s>a.. Be
mo)i/ie) in (riting accor)ing.y# 6o a)=+stment s>a.. Be ma)e +n)er t>is c.a+se /or any
)e.ay or interr+ption to t>e e3tent t>at per/ormance (o+.) >a?e Been )e.aye) or
interr+pte) By any ot>er ca+seC inc.+)ing t>e /a+.t or neg.igence o/ t>e ContractorC or /or
(>ic> an a)=+stment is pro?i)e) or e3c.+)e) +n)er any ot>er term or con)ition o/ t>is
Agreement#
Marc> :8C :008 88$
A c.aim +n)er t>is c.a+se s>a.. not Be a..o(e)T
G8H For any costs inc+rre) more t>an :0 B+siness )ays Be/ore t>e Contractor s>a.. >a?e
noti/ie) t>e State in (riting o/ t>e act or /ai.+re to act in?o.?e)J an)
G:H Un.ess t>e c.aimC in an amo+nt state)C is asserte) in (riting (it>in a reasonaB.e
perio) a/ter t>e termination o/ t>e )e.ay or interr+ption#
:2# Sc>e)+.e Contingencies
C56SU'TA6T&s sc>e)+.e contains contingencies /or t>e sc>e)+.e )e.ays an)
per/ormance ris-s t>at C56SU'TA6T e3pects to enco+nter /or itse./ in t>e per/ormance
o/ t>e (or-# T>ese sc>e)+.e contingencies are /or t>e e3c.+si?e +se o/ t>e
C56SU'TA6T to a))ress C56SU'TA6T ca+se) )e.ays# T>e sc>e)+.e )oes not
inc.+)e any contingency /or C5U6T" ca+se) )e.ays or /orce ma=e+re# De.ays ca+se)
By t>e Co+nty or its o//icersC emp.oyeesC contractorsC or agents s>a.. Be >an).e) in
accor)ance (it> t>e De.ays c.a+se o/ t>is Agreement an) )e.ays attriB+taB.e to /orce
ma=e+re s>a.. Be >an).e) in accor)ance (it> t>e Force Ma=e+re c.a+se o/ t>is
Agreement#
:4# S+spension o/ 1or-D
T>e C5U6T" may or)er t>e C56SU'TA6TC in (ritingC to s+spen)C )e.ayC or interr+pt a..
or any part o/ t>e (or- o/ t>is contract /or t>e perio) o/ time t>at t>e C5U6T"
)etermines appropriate /or t>e con?enience o/ t>e C5U6T"# / t>e per/ormance o/ a.. or
any part o/ t>e (or- is s+spen)e)C )e.aye)C or interr+pte)
G8H %y an act o/ t>e C5U6T" in t>e a)ministration o/ t>is contractC or
G:H %y t>e C5U6T"&s /ai.+re to act (it>in t>e time speci/ie) in t>is contract Gor
(it>in a reasonaB.e time i/ not speci/ie)HC
an a)=+stment s>a.. Be ma)e /or any increase in t>e cost o/ per/ormance o/ t>is contract
Ge3c.+)ing pro/itH necessari.y ca+se) By t>e +nreasonaB.e s+spensionC )e.ayC or
interr+ptionC an) t>e contract mo)i/ie) in (riting accor)ing.y#

:8# Stop-1or- 5r)erD
T>e C5U6T" mayC at any timeC By (ritten or)er to t>e C56SU'TA6TC re@+ire t>e
C56SU'TA6T to stop a..C or any partC o/ t>e (or- ca..e) /or By t>is contract /or a perio)
o/ 80 )ays a/ter t>e or)er is )e.i?ere) to t>e C56SU'TA6TC an) /or any /+rt>er perio) to
(>ic> t>e parties may agree# T>e or)er s>a.. Be speci/ica..y i)enti/ie) as a stop-(or-
or)er iss+e) +n)er t>is c.a+se# Upon receipt o/ t>e or)erC t>e C56SU'TA6T s>a..
imme)iate.y comp.y (it> its terms an) ta-e a.. reasonaB.e steps to minimiAe t>e
inc+rrence o/ costs a..ocaB.e to t>e (or- co?ere) By t>e or)er )+ring t>e perio) o/ (or-
stoppage# 1it>in a perio) o/ 80 )ays a/ter a stop-(or- is )e.i?ere) to t>e
C56SU'TA6TC or (it>in any e3tension o/ t>at perio) to (>ic> t>e parties s>a.. >a?e
agree)C t>e C5U6T" s>a.. eit>er
Marc> :8C :008 880
G8H Cance. t>e stop-(or- or)erJ or
G:H Terminate t>e (or- co?ere) By t>e or)er as pro?i)e) in t>e Termination /or
Con?enience c.a+se o/ t>is contract#
/ a stop-(or- or)er iss+e) +n)er t>is c.a+se is cance.e) or t>e perio) o/ t>e or)er or any
e3tension t>ereo/ e3piresC t>e C56SU'TA6T s>a.. res+me (or-# T>e C5U6T" s>a..
ma-e an e@+itaB.e a)=+stment in t>e )e.i?ery sc>e)+.e or contract priceC or Bot>C an) t>e
contract s>a.. Be mo)i/ie)C in (riting# / a stop-(or- or)er is not cance.e) an) t>e (or-
co?ere) By t>e or)er is terminate) /or t>e con?enience o/ t>e C5U6T"C t>e C5U6T"
s>a.. a..o( reasonaB.e costs res+.ting /rom t>e stop-(or- or)er in arri?ing at t>e
termination sett.ement#
:;# 'imitation o/ 'iaBi.ityD
T>e CRMES So/t(are an) a.. CRMES Maintenance an) S+pport s>a.. Be s+B=ect to t>e
.imitation o/ .iaBi.ity pro?isions in t>e CRMES So/t(are 'icense an) CRMES
Maintenance an) S+pport Terms an) Con)itions# A.. ot>er .iaBi.ity +n)er t>is Agreement
s>a.. Be s+B=ect to t>e /o..o(ing .imits con)itions an) e3c.+sions#
6ET<ER PART" 1'' %E 'A%'E T5 T<E 5T<ER PART" F5R A6" '5ST DATAC
'5ST PR5FTS 5R 6CDE6TA'C C56SE9UE6TA'C PU6T!EC SPECA' 5R
5T<ER 6DRECT DAMA,ES 5F A6" 76D F5R A6" REAS56 1<ATS5E!ER
6C'UD6,C %UT 65T 'MTED T5C DAMA,ES %ASED UP56 6E,',E6CEC
%REAC< 5F 1ARRA6T"C STRCT 'A%'T"C 5R A6" 5T<ER T<E5R" E!E6 F A
PART" <AS %EE6 AD!SED 5F T<E P5SS%'T" 5F SUC< DAMA,ES# Eac> party
agrees t>at t>e ot>er party&s .iaBi.ity >ere+n)er /or )amagesC regar).ess o/ t>e /orm o/
actionC (i.. not e3cee) t>e tota. amo+nt act+a..y pai) /or ser?ices an) )e.i?eraB.es gi?ing
rise to t>e )amages# 6ot(it>stan)ing t>e aBo?eC t>e .iaBi.ity o/ C5U6T" may Be
increase) to inc.+)e C56SU'TA6TIs costs o/ co..ection o/ ser?ices /eesC inc.+)ing
(it>o+t .imitation reasonaB.e attorneyIs /ees an) co+rt costs# T>e parties agree t>at
amo+nts state) >erein are /air +n)er t>e circ+mstances an) t>at t>e prices re/.ect t>is
.imitation o/ .iaBi.ity#
30# 1arranty an) Disc.aimerD
T>e CRMES So/t(are an) a.. CRMES Maintenance an) S+pport s>a.. Be s+B=ect on.y
to t>e (arranties in t>e CRMES So/t(are 'icense an) CRMES Maintenance an)
S+pport Terms an) Con)itions# A.. ot>er )e.i?eraB.es an) ser?ices pro?i)e) By t>e
C56SU'TA6T s>a.. Be s+B=ect t>e /o..o(ing e3c.+si?e (arranty#
C56SU'TA6T (arrants t>at it (i.. per/orm a.. ser?ices in a pro/essiona. an)
(or-man.i-e manner an) pro?i)e )e.i?eraB.es t>at con/orm in a.. materia. respects to t>e
speci/ications set /ort> in t>e S51# To recei?e (arranty reme)iesC C56SU'TA6T m+st
report any )e/iciencies to C56SU'TA6T in (riting (it>in t>irty G30H )ays /rom t>e )ate o/
Marc> :8C :008 882
C56SU'TA6T&s acceptance o/ t>e ser?ices or )e.i?eraB.es# Un.ess ot>er acceptance
terms are speci/ie) in t>e AgreementC t>e ser?ices or )e.i?eraB.es s>a.. Be )eeme)
accepte) 80 B+siness )ays a/ter )e.i?ery to t>e C56SU'TA6T# C56SU'TA6T&s
e3c.+si?e reme)y an) C56SU'TA6T&s entire .iaBi.ity is to pro?i)e ser?ices to correct t>e
)e/iciencies# / C56SU'TA6T is +naB.e to correct t>e )e/icienciesC C56SU'TA6T is
entit.e) to reco?er t>e /ees pai) to C56SU'TA6T /or t>e )e/icient portion o/ t>e ser?ices
or )e.i?eraB.e# C56SU'TA6T DSC'AMS A'' 5T<ER 1ARRA6TESC EXPRESS 5R
MP'EDC 6C'UD6,C %UT 65T 'MTED T5C MP'ED 1ARRA6TES 5F
MERC<A6TA%'T" A6D FT6ESS F5R PARTCU'AR PURP5SE# C56SU'TA6T
ma-es no (arranties regar)ing any portion o/ any )e.i?eraB.e )e?e.ope) By
C56SU'TA6T or By any t>ir) partyC inc.+)ing any t>ir) party so/t(areC >ar)(areC or
ot>er t>ir) party pro)+cts pro?i)e) By C56SU'TA6T#
38# E3port Contro.sD
6eit>er party (i.. -no(ing.y e3port or re-e3port or ca+se to Be e3porte) or re-e3porte)
any 1or- Pro)+ctC to any co+ntry /or (>ic> t>e U#S# go?ernment re@+ires an e3port
.icense or ot>er go?ernment appro?a. (it>o+t /irst oBtaining t>e re@+ire) .icense or
appro?a.#
3:# 1ai?erD
6o )e.ay or /ai.+re By a party in e3ercising any rig>tC po(er or pri?i.ege +n)er t>is
Agreement or any ot>er instr+ments gi?en in connection (it> or p+rs+ant to t>is
Agreement (i.. impair any s+c> rig>tC po(er or pri?i.ege or Be constr+e) as a (ai?er o/
or ac@+iescence in any )e/a+.t# 6o sing.e or partia. e3ercise o/ any rig>tC po(er or
pri?i.ege (i.. prec.+)e t>e /+rt>er e3ercise o/ t>at rig>tC po(er or pri?i.ege or t>e e3ercise
o/ any ot>er rig>tC po(er or pri?i.ege#
33# S+r?i?a.D
A.. terms an) pro?isions o/ t>is Agreement t>at s>o+.) By t>eir nat+re s+r?i?e t>e
termination o/ t>is Agreement s>a.. so s+r?i?e#
3$# Se?eraBi.ityD
/ any pro?ision o/ t>is Agreement is >e.) in?a.i)C ?oi)C or +nen/orceaB.e to any e3tentC
t>at pro?ision (i.. Be en/orce) to t>e greatest e3tent permitte) By .a( an) t>e remain)er
o/ t>is Agreement an) app.ication o/ s+c> pro?ision to ot>er persons or circ+mstances
(i.. not Be a//ecte)#
Marc> :8C :008 884
References
"I!ILAR CONTRACT"2RFP" PERFOR!ED: 'ist Be.o( contracts +n)er (>ic> t>e Proposer
>as pro?i)e) simi.ar ser?ices )+ring t>e past t>ree G3H years# nc.+)e any contracts per/orme)
in t>e state o/ Ca.i/ornia#
Proposer&s /inancia. staBi.ityC tec>nica. an) s+pport capaBi.ities (i.. Be ?eri/ie) t>ro+g> re/erence
c>ec-ingC (>ic> may inc.+)e site ?isits an) contact (it> ot>er c.ients or ?en)ors#
FRM 6AMED ZZZZSanta C.ara Co+nty District AttorneyZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
ADDRESSDZZ40 1est <e))ing San *oseC CA# ;0880ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
P<56E 6UM%ERD G$08H 4;:-:2:0
C56TACT PERS56D Z*o>n Sca?ioZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
DATE 5F C56TRACTD ZZ8;;8ZZZZZZZZZZZZZZZZZZt>ro+g> ZZrec+rringZZZZZZZZZZZZZZZZ
FRM 6AMED ZZZSo.ano Co+nty District AttorneyZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
ADDRESSD Z240 Te3as StreetC S+ite $000 Fair/ie.)C CA# ;$033ZZZZZZZZZZZZZZZZZZZZZZZZ
P<56E 6UM%ERD Da?e Pa+.son
C56TACT PERS56D G404H $:8-2800
DATE 5F C56TRACTD Z:000ZZZZZZZZZZZZZZZZZZZZZZZt>ro+g> Zrec+rringZZZZZZZZZZZZZZ
FRM 6AMED ZZCoo- Co+nty State&s AttorneyZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
ADDRESSD ZZZ00 1# 1as>ington C>icagoC '# 2020:ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
P<56E 6UM%ERD G38:H 203-4:82
C56TACT PERS56D Do+g Mac'ean
DATE 5F C56TRACTD Z:000ZZZZZZZZZZZZZZZZZZZZZZZZt>ro+g> rec+rringZZZZZZZZZZZ
6oteD 5+r CRMES so/t(are is insta..e) in se?era. ot>er Ca.i/ornia .ocations B+t t>e aBo?e
re/erence) c.ients GSanta C.ara an) So.ano Co+ntiesH are t>e most simi.ar in terms o/ ser?ices#
Marc> :8C :008 888
!))itional Services
T>is section o/ o+r proposa. contains in/ormation )etai.ing ser?ices t>at can Be pro?i)e) By
C%ER B+t are optiona. an) t>ere/ore not inc.+)e) in t>e cost proposa.# n most cases t>ey
(o+.) re@+ire a))itiona. /+n)ing#
Securit( #ssessent Ser+ices
C%ER can a.so assist t>e San *oa@+in District Attorney an)For San *oa@+in Co+nty in
assessing t>e o?era.. sec+rity o/ t>e siteC inc.+)ing po.icies an) in/rastr+ct+re# To ens+re en)-to-
en) sec+rity o/ t>e systemC C%ER can pro?i)e sec+rity assessment an) testing ser?icesC
inc.+)ing comp.iance testing an) penetration testingC /or a.. areas o/ t>e so.+tion inc.+)ing
>ar)(are an) so/t(areC system con/ig+rationC )ataBase sec+rity an) managementC net(or-
connecti?ityC nternet an) 1eB sec+rityC app.ication sec+rityC )isaster reco?eryFB+siness
contin+ity p.anning an) sec+rity po.icy#
C%ER&s !E! Sec+rity 5?ersig>t Ser?ices approac> +ti.iAes an o?era.. systems engineering
met>o)o.ogy comBining a n+mBer o/ )ynamic ana.ysis an) e?a.+ation tec>ni@+esC se.ecti?e.y
)ra(ing /rom t>e strengt>s o/ .ea)ing an) estaB.is>e) approac>es# T>is /oc+se) B.en) o/
estaB.is>e) /orma. met>o)o.ogiesC too.s an) proce)+res an) practica. e3perience enaB.es
C%ER to assessC )esignC )e?e.op an) imp.ement e?en t>e most comp.e3 sec+rity strategies /or
core app.ications#
C%ER )e.i?ers sec+rity ser?ices t>ro+g> its ,.oBa. Sec+rity Practice# 1it> o?er 8$ years
e3perience in in/ormation sec+rityC t>e Practice >as an o+tstan)ing >istory o/ >e.ping c+stomers
assess t>eir sec+rity post+res an) gain comp.iance (it> go?ernment sec+rity reg+.ations an)For
contract+a. sec+rity oB.igations# 'egis.ate) re@+irements inc.+)e t>e <ea.t> ns+rance PortaBi.ity
an) Acco+ntaBi.ity Act G<PAAHC ,ramm-'eac>-%.i.ey G,'%HC SarBanes-53.eyC an) ot>er
in)+stry-speci/ic /e)era.C stateC an)For .oca. man)ates# T>e C%ER ,.oBa. Sec+rity Practice >as
acc+m+.ate) a (ea.t> o/ e3perience By pro?i)ing sec+rity ser?ices to a (i)e spectr+m o/
c+stomers# 1e app.y t>is )ept> an) Brea)t> o/ e3pertise to o+r c+stomer&s Bene/it# P+B.ic sector
c+stomers s+c> as t>e States o/ Co.ora)o Ginc.+)ing t>e C5 State 'otteryHC 6ort> Caro.inaC
o(aC 6e( *erseyC Misso+riC !irginiaC R>o)e s.an)C 1as>ington an) 7ansasC t>e Department o/
De/enseC t>e Fe)era. A?iation A)ministrationC t>e Fe)era. %+rea+ o/ n?estigationC t>e 6ationa.
Science Fo+n)ationC 6ASAC t>e Department o/ Treas+ryC Marin Co+ntyC an) t>e San Francisco
Department o/ P+B.ic <ea.t> >a?e a.. t+rne) to C%ER /or in/ormation sec+rity re.ate) ser?ices#
Simi.ar.yC C%ER >as s+pporte) .ea)ing pri?ate sector companies s+c> asD %an- o/ AmericaC
Citigro+pC CitiAens %an-C For) Motor CompanyC American E3pressC First Data CorporationC
Rayt>eonC an) 'oc->ee) Martin in )e/iningC ac>ie?ingC an) maintaining t>e sec+rity o/ t>eir
mission-critica. systems an) app.ications#
C%ER&s ,.oBa. Sec+rity Practice /oc+ses on one t>ing an) one t>ing on.y - in/ormation sec+rity#
T>e Practice )esigns an) )ep.oys mat+re an) compre>ensi?e in/ormation sec+rity so.+tions t>at
Marc> :8C :008 88;
protect essentia. )ata an) systems /or g.oBa. enterprises t>at operate in >ig> e3pos+re
en?ironments# 5+r sec+rity so.+tions ins+.ate an) enaB.e comm+nications ?ita. to nationa.
sec+rityC >ig>-?a.+e scienti/ic researc> sate..itesC commercia. air tra//ic contro.C an) near.y W:
tri..ion in time-sensiti?eC >ig>-?o.+me e.ectronic /+n)s transactions# 5+r entire ,.oBa. Sec+rity
Practice tec>nica. an) cons+.ting sta// is /oc+se) e3c.+si?e.y on pro?i)ing in/ormation sec+rity
ser?ices#
T>e /o..o(ing )iagram )epicts a process t>at C%ER may ta-e in an engagement )epen)ing on
t>e scope an) pro=ect re@+irements# T>e price an) cost o/ t>is ser?ice )epen)s on t>e scope o/
t>e pro=ect an) re@+irements# C%ER can pro?i)e t>is price i/ San *oa@+in Co+nty (is>es to
engage in t>is ser?ice#
Marc> :8C :008 8:0