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 8, 2003 07:13 AM Friday; Rod Welch

Submitted CD with SDS to Jerry Nord at CSG.

1...Summary/Objective
2...SDS CD Mailed to Jerry for Delivery on 030809 - 030811
3...IP Agreement Between Jerry and CSG Lists SDS and Com Metrics
4...Agreement Signed for SDS Evaluation Needs NDA Between Jerry and CSG


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

SUBJECTS
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
Assemble SDS CD Prepare to Submit SDS to Jerry with Rod's SDS Records

3406 -
3406 -    ..
3407 - Summary/Objective
3408 -
340801 - Follow up ref SDS 85 0000. ref SDS 84 0000.
340802 -
340803 - Called Jerry an let him know the CD with SDS is in the mail.  He
340804 - should get it tomorrow or on Monday.  During the call, Jerry related
340805 - more information on the IP agreement between him and CSG.
340806 -
340807 -
340808 -
340809 -
340811 -  ..
3409 -
3410 -
3411 - 0833
3412 -
341201 - SDS CD Mailed to Jerry for Delivery on 030809 - 030811
341202 - IP Agreement Between Jerry and CSG Lists SDS and Com Metrics
341203 -
341204 - Follow up ref SDS 85 GL6J. ref SDS 70 NP4Y.
341205 -
341206 - Finally completed assembling a set of SDS for Jerry, based on work
341207 - reported for 030708, ref SDS 70 NP4Y, and early this morning
341208 - transferred to a CD.  This takes about an hour or so for about 500 MB.
341210 -  ..
341211 - Wound up creating a CD set as follows...
341212 -
341213 -        c: 12 c
341214 -              d
341215 -              f
341216 -              h
341218 -  ..
341219 - Need this structure to make the transfer, because there does not seem
341220 - to be a procedure for specifying particular directory structures.  As
341221 - a result the content has to be placed in a single directory, then
341222 - transfer that directory with the CD software.
341224 -  ..
341225 - Last night was able to create another record as a training example for
341226 - Jerry to illustrate the eight (8) steps for using SDS to perform Com
341227 - Metrics, as shown in the record on 001219. ref SDS, ref SDS 87 0001,
341228 - 34 4W4L
341230 -  ..
341231 - This morning, sent a letter to Jerry, ref DIT 1 0001, saying the CD
341232 - with SDS has been mailed.
341234 -  ..
341235 - Called and verified he got the letter.  Jerry plans to check at the
341236 - office on Sunday to see if the CD is delivered so he can get started
341237 - with installation, as explained in the letter. ref DIT 1 J56N
341238 -
341239 -
341240 -
341241 -
341242 -
3413 -

SUBJECTS
Agreement Received from Jerry Nord for Review and Comment Planning to
SDS 1st Draft Agreement Received from Jerry Nord for Review and Comme
Pilot Test Evaluation Agreement Received from Jerry Nord for Review a
Confidentiality Agreement between Jerry Nord and CSG Will be Amended
Non-disclosure Agreement PDG File Received with CSG Proposing to List
PDF File Received Jerry Nord's Non-disclosure Agreement with CSG Prop
Non-disclosure Agreement PDG File Received with CSG Proposing to List

810901 -  ..
810902 - Agreement Signed for SDS Evaluation Needs NDA Between Jerry and CSG
810903 -
810904 - Follow up ref SDS 85 XE85, ref SDS 79 HI3K.
810905 -
810906 - Jerry said that after he got the letter, ref DIP 5 0001, sent to him
810907 - yesterday, ref SDS 85 X68F, noting receipt of his IP agreement with
810908 - CSG that is titled...
810909 -
810910 -       "Employee Confidential Information and Inventions Agreement"
810911 -
810912 - ...he saw para 5 asking about signature by CSG in the "Acknowledged
810913 - and accepted by" field of the document, as related in the record on
810914 - 030807. ref SDS 85 XE91
810916 -  ..
810917 - As a result, he has visited with the HR department at CSG.  Initially,
810918 - the HR representative said that signature will require input from the
810919 - legal department.
810921 -  ..
810922 - This is helpful in having legal review of important issues, but of
810923 - course it can lead to controversey and delay.  On the other hand, we
810924 - are not in a hurry now that the SDS program is in the mail.  We can
810925 - work these issues in parallel, and in particular the legal
810926 - department's plan to develop a site license for using SDS will require
810927 - working through an explanation of SDS, which is contained in the
810928 - Agreement, ref OF 1 0001, especially Appendix A. ref OF 1 0002
810930 -  ..
810931 - Jerry said during the call that his boss, Ken Heatherly, has reviewed
810932 - the Agreement, ref OF 1 0001, including the section that defines SDS
810933 - unique capabilities in Appendix A, ref OF 1 0002, and afterward Ken
810934 - told Jerry that CSG has no products nor work planned for the scope
810935 - covered by the Agreement.
810937 -  ..
810938 - Jerry will work on getting a letter from Ken confirming these
810939 - understandings, as well as the signed agreement signed by CSG
810940 - management.
810942 -  ..
810943 - Another issue that came up during this effort is that CSG seems to
810944 - have a number of other...
810945 -
810946 -       "Employee Confidential Information and Inventions Agreement"
810947 -
810948 - ...with employees, using a form Jerry submitted on 030630, ref SDS 67
810949 - 0001, that are signed by the employee, but not by CSG management.
810950 - This report aligns with the call on 030730 when Jerry disclosed having
810951 - learned his agreement with CSG has never been signed. ref SDS 84 ES6I
810952 - This may therefore turn into a major of corrective work by the legal
810953 - department that could lengthen the time for signing Jerry's agreement
810954 - that covers SDS.  Jerry recalling asking the HR rep to put his
810955 - agreement at the top of the stack for early attention.
810956 -
810957 -
810958 -
810959 -
810960 -
810961 -
810962 -
810963 -
810964 -
810965 -
810966 -
810967 -
810968 -
Distribution. . . . See "CONTACTS"