Timekeeping Software Development ProjectPresentation to CDFA

May 31, 2019

CaliCo Solutions Introduction• LLC Established in Colorado in 2014• Two Owners – John and Stef• Primary Focus is Environment, Safety, and Health• Continue Work and Relationships Started at Prior Company• Heavily Invested in our Clients Business and Subject Matter• Enterprise-Scale Software from a Small Business• Highly Personal Service and Long Term Relationships

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How We Build Software• Agile Development Approach• Invest Substantial Effort in Job Shadowing and SME

Development• Living Design Document – Avoid Change Orders• Extremely Interactive Development Cycles• Dedicated to Engaging ALL Stakeholders• Permanent Test Environment• On-Budget, On-Time, Satisfied Users, Every Time• Highly Engaged Support Team

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Our History in California• 2007 – Santa Clara County Daily (ENVIRON)• 2009 – CalAgPermits (ENVIRON)• 2014 – CalPEATS• 2015 – CalAgPermits Maintenance• 2017 – Schoolsite Notifications• 2018 – CASPIR Incident Reporting App (DPR)• 2018 – San Mateo Daily Maintenance • 2018 – CACASA Website, CAPCA Website• 2019 – BeeWhere

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CalAgPermits

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CalPEATS

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Other Programs

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Time and Activity Tracking Program• New Comprehensive Program– Non-pesticide Ag inspections– Integration with CalPEATS for pesticide inspections– W&M inspections– W&M revenue functions– Timecards & integration with HR systems where possible– Additional contract programs e.g. Air Pollution Control

• Loosely Based on Santa Clara County Daily Program• Future Enhancements – Mobile Apps, GIS Integration

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A Little History

• Rolled out SCC Daily in 2008• Immediate Interest from Other Counties• San Mateo County Modified the Daily Around 2014• Discussions at CACASA Conferences Since 2015• SCC Attempted to Share Code in 2016• CaliCo Solutions Provided Conversion/Support Proposals• Legal Agreement Rejected by Most County Counsel• Now Seeking ”New” System

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Current Project Status

• Detailed Scope of Work and Project Plan Developed• 40 – 45 Counties Opting In• Review with Downey Brand (CACASA Counsel)• Two Options on the Table for Funding/Contracting– CACASA Ownership– CaliCo Solutions Ownership

• Drafting Contract Language for County Board and IT Review

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Technical Approach

• Visit Every Participating County & CDFA– Identify Workflows– Find Special Cases– Determine Integration Points– Understand Level of Detail Desired

• Work with Advisory Panel (incl. CDFA) on Interim Deliverables• Launch Full Test Version Early – Run Parallels• Revisit Counties & CDFA Prior to and During UAT• Comprehensive Training Program

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When is a Good Time for Change?

• Changes to CDFA Reports– Format– Level of Detail– Consistency– Guidance

• Change is Better in Small Bites• Having a Centralized System will Make Changes Easier in the

Future (Ask DPR)• Get New System Up and Running, then Introduce Changes

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Purpose of Demo

• This is NOT the New System!• Santa Clara County was Successful with this System for over a

Decade• Many Counties have Seen and Liked this System• Many Changes are Required to bring a Single-County Program

to the Entire State

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Next Steps

• Need to Get Project Off the Ground• Additional Technical Meetings with CDFA• Potential Discussions on CMR Internal Systems• Potential Discussions on Industrial Hemp• Potential Discussions on BeeWhere/BeeSafe• Potential Discussions on Other Topics

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Links

http://calicosol.com/cdfa

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