1. Timekeeping Software Development Project
Presentation to CDFA
May 31, 2019

2. 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

3. 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

4. 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

5. CalAgPermits

6. CalPEATS

7. Other Programs

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. Links