THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: August 7, 2003 07:07 AM Thursday; Rod Welch

Completed CD for sending SDS to Jerry; received IP Agreement with CSG.

1...Summary/Objective
2...IP Agreement Between Jerry and CSG Lists SDS and Com Metrics
3...Advertising Proposal Supports Business Plan to Sell Advertising Space
4...Business Plan to Sell Advertising Space Supported by New Proposal

ACTION ITEMS.................. Click here to comment!

1...and next to item 3, SDS. Is this a signature by CSG rep and

CONTACTS 
0201 - CSG Systems Inc.
020101 - Mr. Jerry J. Nord

SUBJECTS
Legal Department CSG Proposes Developing Legal Agreement
Agreement on Using SDS and Participating in SDS Project Requires Memo
Nord, Jerry Will Develop Proposal for Protecting Welch IP
CSG Legal Department Proposes Developing License for SDS Pilot Test
Edits Requested from Morris Jones on Agreement Considering Edits Has
Agreement Non-disclosure SDS Trade Secrets Gary Submits Edits for Agr
Agreement Terms Accepted Prepare for SDS Project Launch Based on Lang
CSG Agreement with Nord Needed Listing SDS as Software CSG Does Not C
Employee Confidential Information and Inventions Agreement SDS Confid
Received Employee Confidential Information and Inventions Agreement S
Received Employee Confidential Information and Inventions Agreement S
Nord, Jerry CSG Agreement Non-disclosure CSG Jerry Nord List SDS Trad
Received Employee Confidential Information and Inventions Agreement S

3615 -
3615 -    ..
3616 - Summary/Objective
3617 -
361701 - Follow up ref SDS 83 0000. ref SDS 81 0000.
361702 -
361703 - Received an email from Jerry this morning saying he sent another fax
361704 - to Millie and N&P transmitting the NDA he has with CSG.  He related
361705 - this was sent last Friday, 030725, but we have not received it, so he
361706 - resubmitted.
361707 -
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361709 -
361711 -  ..
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3620 - 0833
3621 -
362101 - IP Agreement Between Jerry and CSG Lists SDS and Com Metrics
362102 -
362103 - Received email from Millie with an attached PDF file that has the
362104 - following document.....
362105 -
362106 -       "Employee Confidential Information and Inventions Agreement"
362107 -
362108 - ...which we discussed on 030730. ref SDS 83 ES6I  This looks like the
362109 - file received from Jerry on 030630 which was presented as a form, and
362110 - did not have anything entered for a particular employee. ref SDS 66
362111 - 0001 This file received today lists Jerry, and he signed it on 001122.
362113 -  ..
362114 - Reviewed the agreement.
362116 -  ..
362117 - Submitted rff DIT 1 0001 to Jerry following letter...
362118 -
362119 -    1.  Thanks; received your fax todayp; Millie converted to a PDF
362120 -        file and sent it via email.
362122 -         ..
362123 -    2.  Review of the file shows your transmittal dated July 25, 2003,
362124 -        and addressed to "To Whom It May Concer," and saying....
362125 -
362126 -            Please find the attached Employee Confidential Information
362127 -            and Inventions Agreement with the addition of "SDS and
362128 -            POIMS/Rod Welch Welchco.com addition at line 3 of the 2nd
362129 -            page. This has been added July 25, 2003, to ensure all
362130 -            work, invention and intellectual property relating to the
362131 -            SDS product and POIMS communications metrics is excluded
362132 -            from the signed agreement per instructions included in that
362133 -            document. rff DRT 1 XE5O
362134 -
362135 -        ...and it is signed by you with the title IOS DevSupport/CM
362136 -        Manager.
362138 -         ..
362139 -    3.  As noted in your transmittal, there is an "Employee
362140 -        Confidential Information and Inventions Agreement" (ECIIA)
362141 -        attached.  The last page is dated 001122 and is signed by you
362142 -        as the employee and lists SDS as #3 under inventions now owned
362143 -        or claimed, etc., and you cite the confidentiality Agreement on
362144 -        SDS and Com Metrics, ref OF 1 0001, which we have signed, as
362145 -        shown in the record on 030726. ref SDS 8 6O5I  This submittal
362146 -        today supports planning on 030724, ref SDS 7 HI3K, which we
362147 -        discussed again on 030730. ref SDS 9 5T5J  Good work.
362148 -        rff DRT 1 XE7T
362150 -         ..
362151 -    4.  There is some writing in the left margin of the ECIIA on page 2
362152 -        and next to item 3, SDS.  Is this a signature by CSG rep and
362153 -        the date of July 25, 2003?  The writing in our copy looks like
362154 -        "25" but the rest is a little fuzzy. rff DRT 1 XE85
362156 -         ..
362157 -    5.  There is no signature by CSG in the "Acknowledged and accepted
362158 -        by" field.  Is this still pending? rff DRT 1 XE91
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SUBJECTS
Title Application Software Support Manager Assignment at CS
Assignment Jerry Nord Manager Application Software Support Work Use S
SDS Applications Scope of Marketing Appeal to Different Customers and
Synergy Jerry's Assignment in Applciations Software Support Provides
Advertise Visibility Writing Speaking Promoting SDS POIMS Foundation
Revenue Finance Development Research Funding Available for SDS Needs
Glucosomine Chrondroiten Offer of Reciprocal Advertising
Research Revenue Opportunities Advertising SDS Records on Internet Li
Advertising SDS Records on Interent Grow Awareness Market for Working
Advertise Internet Sell SDS Com Metrics SDS Records Published Adverti

781201 -  ..
781202 - Advertising Proposal Supports Business Plan to Sell Advertising Space
781203 - Business Plan to Sell Advertising Space Supported by New Proposal
781204 -
781205 - Follow up ref SDS 83 4U8J, ref SDS 77 4U8J.
781206 -
781207 - Received
781208 -
781210 -  ..
781211 - Yesterday, I mentioned in a call to Jerry having received a letter
781212 - proposing an agreement for reciprocal advertising.  The letter relates
781213 - having investigated the Com Metrics website and determined this is an
781214 - attractive location for advertising products.  The offer is for
781215 - providing reciprocal adds and links.
781217 -  ..
781218 - This aligns with planning on 000802 for advertising to be a component
781219 - of a business model. ref SDS 28 4800  On 030604 Jerry proposed working
781220 - on business planning. ref SDS 57 AM4M  On 030730 Jerry reported doing
781221 - research on marketing ideas, ref SDS 83 4U8J, and related that CSG is
781222 - now seeking new opportunities outside its core business. ref SDS 83
781223 - ET43
781225 -  ..
781226 - Jerry mentioned in the same call yesterday, that, as a result of
781227 - analysis on 030729 reporting SDS records on the Internet are often
781228 - listed at the top of a search for subjects reported in the record,
781229 - ref SDS 80 0001, he has been researching potential of getting revenue
781230 - from using SDS for an advertising channel.
781231 -
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781242 -
Distribution. . . . See "CONTACTS"