Mnday, March 29, 2004 http://www.prjectdevelper.cm Cntents Agreement s Purpse... 2 Applicatin s Descriptin... 2 Applicatin s Input/Output Summary... 4 Business Rules... 8 Applicatin Develpment Cmpletin Schedule... 9 Limitatins Of Warranties And Liability... 9 Cmpensatin and Invicing Schedule... 9 Applicatin s Acceptance Criteria... 9 Authrized Signatures... 10 Cntinues
Agreement s Purpse This agreement ( Agreement ) is made between [custmer s infrmatin remved], a natinal banking assciatin, with an address f [custmer s infrmatin remved] (hereinafter the Custmer ) and Thmas Eklund f 80 Brk Haven Dr. Apt. 11, Attlebr, MA 02703 (hereinafter the Develper ). This Agreement, called, specifies the wrk that the Develper will perfrm fr the Custmer, cmpletin deadlines and invicing structure. This Agreement cmplements the tw dcuments previusly signed by the Custmer and the Develper, Statement Of Wrk and Mutual Cnfidentiality Agreement. In accrdance with the previusly signed Statement Of Wrk, in every instance where this cntradicts ther agreements, Users Requirements Statement prevails and supersedes all ther verbal and written agreements, cmmunicatins and representatins relating t the subject matters specified in. Applicatin s Descriptin Using primarily MS Access and SQL Server sftware, the Develper will develp fr the Custmer an applicatin ( Scheduling Applicatin r Applicatin ) that will assist Applicatin user with trainer and rm selectin in 5 different sites, taking int cnsideratin number f different variables: length f the training, whether r nt the training is trainer r manager lead r a cmmunicatin sessin where handuts are used, trainer s availability and the number f trainers needed, trainer s area f expertise, when the training materials are available, site used, training grup and classrm size cmpatibility, rms availability and re-scheduling ptins and rm and necessary training systems cmpatibility (the need fr the system used depends n the type f training prvided). Many f the abve variables are inter-dependent. Thus, the Scheduling Applicatin will be a database-driven applicatin that accepts the necessary input and helps t make decisins with less effrt frm the applicatin user s part. Scheduling Applicatin will allw the user t perfrm the actins described belw in subsectins (A) and (B). (A) Applicatin user can print the fllwing reprts: InfSessin Planning Schedule reprt. Each reprt is an individual MS Excel wrkbk. 4 sites InfSessin & Training Calendar reprt. Hereinafter the 4 sites are [custmer s infrmatin remved]. Please nte that fr scheduling purpses there are actually 5 sites but fr reprting purpses tw sites infrmatin has t be cmbined tgether as ne site. Each reprt is an individual MS Excel wrkbk. Trainer Infrmatin Reprt (Access reprt). Class Infrmatin Reprt (Access reprt). These reprts are further described in Applicatin s Input/Output Summary sectin. (B) Further, Applicatin user can: Check trainer and rm resurce availability fr site and tpic fr either a specific date r a cnsecutive date interval. Add infrmatin t InfSessin Planning Schedule reprt s that added infrmatin is n InfSessin Planning Schedule reprt when the next reprt is generated. Make changes t the infrmatin that is n InfSessin Planning Schedule reprt s that changed infrmatin is n InfSessin Planning Schedule reprt when the next reprt is generated. Delete infrmatin frm InfSessin Planning Schedule reprt s that infrmatin is n lnger n InfSessin Planning Schedule reprt when the next reprt is generated. Add infrmatin t any r all 4 sites InfSessin & Training Calendar reprts s that added infrmatin is n InfSessin & Training Calendar reprt(s) when the reprt(s) are printed ut. Page 2 f 10
Make changes t the infrmatin that is n any r all 4 sites InfSessin & Training Calendar reprts s that changed infrmatin is n InfSessin & Training Calendar reprt(s) when the next reprt is generated. Delete infrmatin frm any r all 4 sites InfSessin & Training Calendar reprts s that infrmatin is n lnger n InfSessin & Training Calendar reprt(s) when the reprt(s) are printed ut. Tentatively schedule trainer and/r rm resurce usage fr site and tpic fr either a specific date r a cnsecutive date interval. Trainer and rm resurce usage can be scheduled separately in half an hur intervals. In each instance where Applicatin user schedules trainer and/r rm resurce usage the Applicatin makes recmmendatins but Applicatin user makes the final decisin and can verride any Applicatin s recmmendatins. Schedule and cnfirm trainer and/r rm resurce usage fr site and tpic fr either a specific date r a cnsecutive date interval. Trainer and rm resurce usage can be scheduled separately in half an hur intervals. In each instance where Applicatin user schedules trainer and/r rm resurce usage the Applicatin makes recmmendatins but Applicatin user makes the final decisin and can verride any Applicatin s recmmendatins. As part f scheduling and cnfirming trainer and rm resurce usage fr site and tpic indicate whether r nt training materials need t be develped r have been develped. Cancel trainer and rm resurce usage either fr a specific class r classes that have the same tpic and are scheduled in the same site. Mark trainer and rm resurce usage per site and initiative as t be rescheduled that is, fr rescheduling. Reschedule trainer and rm resurce usage per site and initiative. Find classed that have been marked fr rescheduling have been marked as cancelled have been scheduled tentatively have been scheduled and cnfirmed Find classes by tpic Add, change r delete the rms that are part f any f the sites. Add, change r delete the fllwing infrmatin fr all the rms: rm name, rm size, lines f business (hereinafter LOB ) that can be taught in that rm. Add, change r delete the fllwing infrmatin fr all the trainers: first name, last name, phne, email, mailstp, sites where the trainer trains, LOBs that the trainer trains, time ff (in hurly intervals). Add, change r delete LOBs. Enter hliday dates int the Applicatin s that the Applicatin takes hliday dates int cnsideratin when rm and trainer resurce availability is checked r bked. Calculate hw lng it takes t cmplete training that is delivered t all assciates acrss all LOB acrss all sites s that the assciates are divided between different LOB and the user specifies the number f assciates fr each LOB, if (a) current trainer and rm availability has been taken int cnsideratin, r (b) disregarding current trainer and rm availability infrmatin. Calculate hw many rms and trainers are needed t cmplete training within user-specified perid f time. Mst f the abve functinality is further described in Applicatin s Input/Output Summary sectin. Page 3 f 10
Applicatin s Input/Output Summary Applicatin s Input/Output Summary sectin describes what utput the Applicatin generates in respnse t user input fr the functinality described in Applicatin s Descriptin sectin. Scheduling Applicatin will allw the user t perfrm the actins described belw in subsectins (A) and (B). (A) Applicatin user can print the fllwing reprts (each reprt is an individual MS Excel wrkbk): InfSessin Planning Schedule reprt. Input: Either Start Date and End Date r Week Of (Mnday s date). In the latter case InfSessin Planning Schedule will be printed fr a fixed perid f time. (Default will be 6 mnths with a clickable ptin f 3 mnths als added n the frm.) Output: Excel wrkbk with the fllwing header: [custmer s infrmatin remved] [current year] InfSessin Planning Schedule Mnth, year and the fllwing fields: Week Of (Mnday s date), Time (that is, Length), Tpic, LOB, Requestr, Facilitatr, Owner, Cmments, Systems Y r N 4 sites InfSessin & Training Calendar reprt. Input: r all sites + Date infrmatin specific site + Date infrmatin. Date infrmatin: Start Date and End Date r Week Of (Mnday s date). In the latter case InfSessin Planning Schedule will be printed fr a fixed perid f time. (Default will be 6 mnths with a clickable ptin f 3 mnths als added n the frm.) Output: Rm, Curse Length, Tpic, LOB, Headcunt, Facilitatr, TS/SC, Cmments. Secnd line: Week f (Mnday s date) Cmment: Because Curse Length is nt calculated based n start and end dates and times, it must be filled in manually fr each tpic invlved. That is, Curse Length is just anther text-based cmment field. Trainer Infrmatin Reprt (Access reprt). Input: fr assembling the reprt the user can chse amng the fllwing characteristics: Trainer r trainers first and last name, trainer s primary site f training, trainer s phne number, trainer s email address, trainer s mailstp. Output: Access reprt with the fields the user chse fr input. Class Infrmatin Reprt (Access reprt). Input: fr assembling the reprt the user can chse amng the fllwing characteristics: Trainer r trainers first and last name, training site, tpic, time interval cnsisting f start and end date and time, Classes that have taken place in and are assciated with ne r mre f the abve variables Output: Access reprt with the fields the user chse fr input. Page 4 f 10
(B) Further, Applicatin user can: Check trainer and rm resurce availability fr site and tpic fr either a specific date r a cnsecutive date interval. Input: date r dates as a cnsecutive interval + (LOB and/r systems requirements and/r site and/r classrm size) Output: trainer and rm availability fr the given criteria. Cmment: this utput will be used fr bth tentative and cnfirmed scheduling as indicated belw. Add infrmatin t InfSessin Planning Schedule reprt s that added infrmatin is n InfSessin Planning Schedule reprt when the next reprt is generated. Input: frm trainer and rm availability fr the given criteria the user selects specific rm and trainer cmbinatin. In additin, the user can input Time (that is, Length), Tpic, LOB, Requestr, Facilitatr, Owner, Cmments Output: infrmatin is added t the database and is included in the updated InfSessin Planning Schedule (Excel wrkbk) when it will be generated the next time Make changes t the infrmatin that s n InfSessin Planning Schedule reprt s that changed infrmatin is n InfSessin Planning Schedule reprt when the next reprt is generated. Input: user finds the crrect class (see Find Classes belw), and can change infrmatin n the fllwing fields: Tpic, LOB, Requestr, Facilitatr, Owner, Cmments Output: infrmatin in the database is updated and is included in the updated InfSessin Planning Schedule (Excel wrkbk) when it will be generated the next time Add infrmatin t any r all 4 sites InfSessin & Training Calendar reprts s that added infrmatin is n InfSessin & Training Calendar reprt(s) when the reprt(s) are printed ut. Input: frm trainer and rm availability fr the given criteria the user selects specific rm and trainer cmbinatin. In additin, the user can input Tpic, LOB, Headcunt, Owner, Cmments. Output: infrmatin is added t the database and is included in the updated InfSessin & Training Calendar (Excel wrkbk) when it will be generated the next time Make changes t the infrmatin that is n any r all 4 sites InfSessin & Training Calendar reprts s that changed infrmatin is n InfSessin & Training Calendar reprt(s) when the next reprt is generated. Input: user finds the crrect class (see Find Classes belw), and can change infrmatin n the fllwing fields: Curse Length (which is a text field), Tpic, Cmments. The rest f the fields are grayed ut and can be accessed nly thrugh scheduling prcess. Output: infrmatin in the database is updated and is included in the updated InfSessin & Training Calendar (Excel wrkbk) when it will be generated the next time Tentatively schedule trainer and/r rm resurce usage fr site and tpic fr either a specific date r a cnsecutive date interval. Trainer and rm resurce usage can be scheduled separately in half Page 5 f 10
an hur intervals. In each instance where Applicatin user schedules trainer and/r rm resurce usage the Applicatin makes recmmendatins but Applicatin user makes the final decisin and can verride any Applicatin s recmmendatins. Input: trainer and rm availability fr the given criteria. Output: infrmatin is added t the database and is included in the updated InfSessin Planning Schedule and InfSessin & Training Calendar (Excel wrkbk) when it will be generated the next time. Tentatively scheduled classes will shw up n specific sites InfSessin & Training Calendar with TS, that is, Tentatively Scheduled, in TS/CS clumn. Cmment: Tentatively scheduled classes will als have t be scheduled by reserving specific rms and trainer s availability fr specific sites, dates and times. Hwever, tentatively scheduled classes will shw up n InfSessin & Training Calendar n weekly bases (the specific date will be translated int that week s Mnday s date). Schedule and cnfirm trainer and/r rm resurce usage fr site and tpic fr either a specific date r a cnsecutive date interval. Trainer and rm resurce usage can be scheduled separately in half an hur intervals. In each instance where Applicatin user schedules trainer and/r rm resurce usage the Applicatin makes recmmendatins but Applicatin user makes the final decisin and can verride any Applicatin s recmmendatins. Input: trainer and rm availability fr the given criteria. Output: infrmatin is added t the database and is included in the updated InfSessin & Training Calendar (Excel wrkbk) when it will be generated the next time. As part f scheduling and cnfirming trainer and rm resurce usage fr site and tpic indicate whether r nt training materials need t be develped r have been develped. Input: checking checkbx Training Materials Needed (default will be Yes ) Output: 2 weeks prir t class scheduled date the applicatin will ask the user whether r nt training materials have been develped. Cancel trainer and rm resurce usage either fr a specific class r blck f classes. Hereinafter blck f classes are classes that have the same tpic, take place at the same specific time n mre than ne date but during a cnsecutive date interval, in the same site, in the same rm, and have the same trainer r trainers training assciates frm the same line r lines f business. Input: r user clicks Cancel Classes link, finds the crrect class (see Find Classes belw), marks class as cancelled r clicks n Cancel Classes buttn user clicks Find Class buttn and prceeds frm there (see Find Classes belw) Canceling is dne ne class at the time r ne blck f classes at the time. Output: class has been marked as cancelled in the database and will nt shw up n Calendars. Mark trainer and rm resurce usage per site and initiative as T Be Rescheduled that is, fr rescheduling Input: Page 6 f 10
r user clicks Reschedule buttn, finds the crrect class (see Find Classes belw), marks class fr rescheduling user clicks Find Class buttn and prceeds frm there (see Find Classes belw) Output: class has been marked fr rescheduling in the database and will nt shw up n Calendars until it has been rescheduled. Reschedule trainer and rm resurce usage per site and initiative Input: user clicks Reschedule buttn, finds the crrect class (see Find Classes belw), prceeds the same way as he r she wuld prceed with scheduling a new class r user clicks Find Class buttn and prceeds frm there (see Find Classes belw) Output: rescheduled class Find classes In Find Classes sectin user checks whether he r she wants t find a class r classes that then enters have been marked fr rescheduling have been marked as cancelled have been scheduled tentatively have been scheduled and cnfirmed Start Date + (LOB and/r Lcatin and/r Rm) finds either ne r mre classes OR Date interval + (LOB and/r Lcatin and/r Rm) finds either ne r mre classes; then can (depending n the previusly chsen ptin) chse between 4 ptins frm the fllwing 5 alternatives: mark class fr rescheduling reschedule class (the same way new class is scheduled) cancel class r classes change class status t Scheduled Tentatively change class status t Scheduled and Cnfirmed Find classes by tpic Applicatin users can find classes by tpic by specifying Tpic and, ptinally, ne r mre f the fllwing: Site, Start Date, End Date. Page 7 f 10
Calculate hw lng it takes t cmplete training that is delivered t all assciates acrss all LOB acrss all sites s that the assciates are divided between different LOB and the user specifies the number f assciates fr each LOB, if either (a) current trainer and rm availability has been taken int cnsideratin, r (b) disregarding current trainer and rm availability infrmatin. Input: site, LOBs invlved, ttal number f assciates trained fr each LOB invlved, ttal number f hurs each assciate has t be trained (fr example, 5-hur training 5 hurs), ttal number f hurs a grup f assciates can be trained in a day, ttal number f hurs this LOBs training rm(s) can be used in a day, ttal number f hurs a trainer training this LOB can train in a day, checking ff either Evaluate using current trainer and rm availability r Evaluate withut using current trainer and rm availability radi buttn. Output: number f training days needed Calculate hw many rms and trainers are needed t cmplete training within user-specified perid f time. Input: site, LOBs invlved, ttal number f assciates trained fr each LOB invlved, ttal number f hurs each assciate has t be trained (fr example, 5-hur training 5 hurs), ttal number f hurs a grup f assciates can be trained in a day, ttal number f hurs this LOBs training rm(s) can be used in a day, ttal number f hurs a trainer training this LOB can train in a day, ttal number f training days allwed (mst mnths have 20 t 22 wrk days). Output: number f trainers needed fr each LOB invlved, number f rms needed fr each site invlved fr each LOB invlved. Cmment: in each instance ne trainer is assumed t be needed per training sessin. If the actual number f trainers is higher, multiply the utput fr trainers with the actual number f trainers needed per training sessin. Calculate hw many rms and trainers are needed t cmplete training within user-specified perid f time when LOB-specific training systems are nt needed. Input: site, ttal number f assciates trained at that site, ttal number f hurs each assciate has t be trained (fr example, 5-hur training 5 hurs), ttal number f hurs a grup f assciates can be trained in a day, ttal number f hurs the training rms can be used in a day, ttal number f hurs a trainer training this initiative can train in a day, ttal number f training days allwed (mst mnths have 20 t 22 wrk days). Output: number f (a) trainers and (b) rms needed fr the initiative (that is, the tpic). Cmment: in each instance ne trainer is assumed t be needed per training sessin. If the actual number f trainers is higher, multiply the utput fr trainers with the actual number f trainers needed per training sessin. Business Rules InfSessin Planning Schedule and InfSessin & Training Calendar scheduling takes place fr up t 4 sites ([custmer s infrmatin remved]) ne site at the time. LOB (line f business) that needs t be trained dictates which rms can be used fr training in each site invlved in scheduling. Further, trainers qualificatins dictate wh trains which LOB training curses. Specific relatinships between sites (that is, which rms are in what sites), what LOB can be trained in which rms, trainers names and wh can train what LOB, are nt listed here because the users can change that infrmatin in the Scheduling Applicatin. Page 8 f 10
Applicatin Develpment Cmpletin Schedule Given that the Develper will be granted timely access t the Custmer s facilities fr testing purpses (as is specified in Statement Of Wrk), the Develper will cmplete the Applicatin s develpment described in this Agreement by June 30, 2004. Limitatins Of Warranties And Liability The Develper warrants t the Custmer that the Scheduling Applicatin will perfrm substantially in accrdance with the features listed in this Agreement fr the thirty (30) day perid ( Warranty Perid ) fllwing the installatin f the Scheduling Applicatin. This Limited Warranty is vid if anybdy except the Develper r a persn wh the Develper has authrized in writing mdifies the Applicatin during the Warranty Perid. T make a warranty claim, the Custmer must cntact the Develper within thirty (30) day perid fllwing the installatin f the Scheduling Applicatin. If the Sftware des nt perfrm substantially in accrdance with this Agreement, the entire and exclusive liability and remedy shall be limited t either, at the Develper s ptin, the replacement f the Scheduling Applicatin r partial r full refund f the fee the Custmer paid the Develper fr the Scheduling Applicatin. The Develper des nt and cannt warrant the perfrmance r results the Custmer may btain by using the Scheduling Applicatin. Except fr the freging limited warranty, the Develper makes n warranties. The Develper will make every effrt pssible t ensure that the Scheduling Applicatin is free f any bugs r errrs, hwever in n way is neither Scheduling Applicatin nr the sftware used t develp this Applicatin t be cnsidered errr r bug free. By using the sftware the Custmer assumes all respnsibility fr any damages r lst data that may result frm any errrs r bugs in the sftware. Regardless f whether any remedy set frth herein fails f its essential purpse, in n event will the Develper be liable t the Custmer fr any special, cnsequential, indirect, incidental r special damages, including any lst prfits r lst data arising ut f the use r inability t use the sftware, regardless f whether the claim arises frm breach f warranty, cntract, trt (including negligence), strict liability r therwise. Ntwithstanding anything else cntained in this agreement, in n event will the Develper s ttal liability fr all damages, lsses and causes f actin, whether in cntract, trt (including negligence), strict liability r therwise, exceed the amunt paid by the Custmer t the Develper fr the Scheduling Applicatin. The disclaimers and limitatins set frth abve will apply regardless f whether the Custmer accepts t use the sftware. Cmpensatin and Invicing Schedule The Develper will submit 3 (three) invices s that the third invice is submitted n later than upn acceptance f the Applicatin. The rest f the cmpensatin criteria are cvered in the previusly signed Statement f Wrk s Cmpensatin/Fees and Fee/Invice Schedule sectin. Applicatin s Acceptance Criteria Applicatin s Input/Output Summary frms Applicatin s acceptance criteria. S, the applicatin must perfrm substantially in accrdance with the input and utput features listed in Applicatin s Input/Output Summary sectin in rder t be acceptable, r Page 9 f 10
substantial number f input and utput features listed in Applicatin s Input/Output Summary sectin must be either absent r nt functining the way described in Applicatin s Input/Output Summary sectin in rder fr the Custmer t reject the Applicatin during the installatin prcess. The Develper may make changes t Applicatin s input parts, that is, hw the user generates the utcme. Hwever, the utput, that is, what end result is generated, shuld stay the same fr mst f the functinality described here. Authrized Signatures By signing this Agreement the Develper and the Custmer agree t be bund by the terms f this Agreement. Please sign this prtin prir t Applicatin s develpment and prgramming. [custmer s infrmatin remved] (the Custmer) Thmas Eklund (the Develper) By: By: Title: Title: Date: Date: If the Custmer accepts the Applicatin please sign the prtin belw immediately after installatin prcess. In accrdance with the previusly signed Statement f Wrk, during the installatin prcess Custmer s representative and the Develper are required t verify the Applicatin s functinality listed in this Agreement. By signing the prtin belw I certify that the Applicatin was installed fr the Custmer and the Custmer accepted it. [custmer s infrmatin remved] (the Custmer) Thmas Eklund (the Develper) By: By: Title: Title: Date: Date: Page 10 f 10