CONTACTS 
0201 - Bishop, Barry, Howe, Haney & Ryder 415 421 8550 fax 362 4730
020101 - Mr. William C. Last, Jr., Esq.

SUBJECTS
AAA Rudd & Son v. Barnes, 74 E 110 002
Barnes crossclaims

0404 -    ..
0405 - Summary/Objective
0406 -
040601 - Follow up ref SDS 5 0000.
040602 -
040603 - Per telecon on 940613 Bill provided a ruling, ref OF 1 0001, case:
040604 -
040605 -        Slaught v. Bencomo Roofing [Cite as 94 C.D.O.S. 4229; No.
040606 -        B068102, Second Appellate District, Division Four, Superior
040607 -        Court No. TS000430]
040608 -
040609 -        It was filed 940606. ref OF 1 0788
040610 -
040611 -
040612 - This case seems to indicate that UC can be compelled to arbitrate in
040613 - the matter of Rud v. Barnes, based on the contract incorporation
040614 - clause of the subcontract, and language of the prime contract.
040615 - ref OF 1 0889
040616 -
040617 - This case was not decided on CCP 1281.3.
040618 -
040619 -     The point is that if the sub can be compelled to join in an
040620 -     arbitraiton on a claim by the Owner against the GC, then the Owner
040621 -     can likewise be joined in a claim initiatied by the subcontractor.
040622 -
040623 -
040624 -
040625 -
0407 -

SUBJECTS
SDS Marketing, Sales, Demonstrations

0504 -   ..
050401 - Follow up ref SDS 5 2537.
050402 -
050403 - Demonstrated SDS and saw the Mac tools Bill is presently using, per
050404 - Bills's request on 990610. ref SDS 4 0001
050405 -
050406 - Submitted the papers on POIMS and the New World Order, ref OF 3 and
050407 - ref OF 5
050408 -
050409 - Bill's work, experience and interest in autoamted tools make him an
050410 - ideal candidate for SDS.
050411 -
050412 -    [On 991104 called Bill on another matter. ref SDS 9 0001]
050413 -
050414 -
050415 -
0505 -
0506 -
0507 - Background
0508 -
050801 - Bill has tried over the years a variety of PC and now Mac applications
050802 - to acquire SDS capability.  He has a stronger sense than most users
050803 - have about the range of features computers should accomplish in order
050804 - to effectively support executives.
050805 -
050806 - His efforts to capture and apply the record during the Nibbi-Lowe
050807 - arbitration hearings, ref SDS 1 0001, shows a readiness to apply
050808 - automation to daily tasks, as SDS does.
050809 -
050810 -
0509 -
0510 -
0511 - Demonstration
0512 -
051201 - Did an expedited presentation showing the schedule, diary, subject
051202 - index and contacts.  Showed how related events are automatically
051203 - linked to accomplish the POIMS technology objective of:
051204 -
051205 -
051206 -                converting information into knowledge
051207 -
051208 -
051209 -    ...explained at ref OF 3 1299
051210 -
051211 -
051212 -  ..
051213 - SDS Features
051214 -
051215 - Follow up ref SDS 8 2130.
051216 -
051217 - Since we did not have time to review all of the SDS tools, I will set
051218 - them out here, using the proposals for Dinwiddi and Turner, submitted
051219 - at ref SDS 3 line 37:
051220 -
051221 -    Schedule                              Outlining
051222 -    Diary                                 Cut & Paste
051223 -    Contacts                              Search & Change
051224 -    Documents (Issued & Received)         Mark & Return
051225 -    Integration (Time, Information)       Line Draw
051226 -    Reports                               Spell Check
051227 -    Publications Research                 Highlighting
051228 -    Automatic Follow-up                   Relationships and Links
051229 -    Records (Flexible Size, Segmented)    Data retrieval, instant &
051230 -    Subjects, Hierarchical Categories        Multiple Paths
051231 -    Project Templates                     Help, Context Sensitive
051232 -    Functions (Cost Control)              Menus, Mouse & Function Keys
051233 -    Keyword Retrieval                     Shared Data
051234 -    Repetitive Dates                      Extract for Transfer
051235 -    Electronic Time Card                  Other Programs
051236 -    Wordprocessing                        File Listing & Maintenance
051237 -    Single Source Data Entry              Support, Telephone & On-site
051238 -      for Control Systems                 Management Training & Education
051239 -
051240 -
051241 -  ..
051242 - SDS Advantages
051243 -
051244 - Follow up ref SDS 8 2354.
051245 -
051246 - Bill asked how SDS is distinguished from other products and methods?
051247 -
051248 - I explained the primary advantage of SDS is the smooth integration of
051249 - features that allow Users to quickly create knowledge that is instant-
051250 - ly accessible.  Other programs only create information.  Executives
051251 - need knowledge quickly, as explained in the POIMS paper submitted
051252 - today (see page 5 "Connecting Information Creates Knowledge" ref OF 3
051253 - line 324)
051254 -
051255 - We examined some of the 10 features unique to SDS, (see ref SDS 2 line
051256 - 160):
051257 -
051258 -        1.  Links between scheduled tasks and diary precedents.
051259 -        2.  Citations to prior events and external sources.
051260 -        3.  Instant Diary access by multiple selection keys.
051261 -        4.  Multiple subjects and segments for diary records.
051262 -        5.  Unlimited record length.
051263 -        6.  Automated MBO through flexible "subject" creation/use
051264 -        7.  Documents & Publications linked to diary content.
051265 -        8.  Controlled visibility into wider windows of detail.
051266 -        9.  Automatic follow up
051267 -       10.  Instant reporting.
051268 -
051269 -
051270 -     ..
051271 -    Automated Management Cycle
051272 -
051273 -    Follow up ref SDS 8 2580.
051274 -
051275 -    SDS provides greater command and control of the record, ref OF 3
051276 -    1113, which is a big advantage in contract management and
051277 -    litigation.
051278 -
051279 -    Its real advantage, however, is much deeper, as explained under the
051280 -    heading...
051281 -
051282 -
051283 -                    Integrated Scheduling & Reporting
051284 -
051285 -
051286 -    in POIMS, ref OF 3 6649, SDS offers an entirely new and powerful
051287 -    approach to automating and integrating the craft of management that
051288 -    enables individuals to consistently apply sound management
051289 -    practices (see ref OF 1 line 69; and ref SDS 1 line 235).  This is
051290 -    the only way to improve management productivity and only SDS does
051291 -    this.
051292 -
051293 -
051294 -  ..
051295 - Litigation Support
051296 -
051297 - Follow up ref SDS 8 2808.
051298 -
051299 - I suggested that Bill review the section in the POIMS paper on page 5
051300 - under the heading:
051301 -
051302 -                 Command & Control of the Record
051303 -
051304 -    ...at ref OF 3 line 537, for using SDS to improve the complex task
051305 -    of managing construction contracts, disputes and litigation that
051306 -    may arise.
051307 -
051308 -
051309 -
0514 -

SUBJECTS
SDS Marketing, Sales Resistance
Conflict with Existing Computer Methods
Evaluation
Proposals, Bishop

0907 - Summary/Objective
0908 -
090801 - Bill feels SDS is closer to his objectives than other applications,
090802 - but because he is committed to the Mac, it would be a major expense
090803 - for him to switch to a PC in order to use SDS.
090804 -
090805 -
090806 -  ..
090807 - Implementation
090808 -
090809 - Follow up ref SDS 8 3038.
090810 -
090811 - To use SDS Bill needs PC hardware as follows:
090812 -
090813 -        •  PC - 486 50 DX,
090814 -        •  16 MB RAM
090815 -        •  350 MB disk
090816 -        •  Local Bus video with 2 MB RAM
090817 -        •  17" monitor
090818 -        •  Northgate Omni Key keyboard
090819 -
090820 -     This system costs about............................. $3,500.
090821 -
090822 - Following are also needed, but not initially:
090823 -
090824 -     Tape backup................................ $  700
090825 -     Modem...................................... $  200
090826 -     Another 350 MB disk (total 700 MB)......... $  400
090827 -
090828 -
090829 - SDS software............................................ $  550
090830 -
090831 -
090832 - Installation & training options charged at $75/Hr.
090833 -
090834 -     Initial orientation, set up contacts and subject index
090835 -     requires two days:
090836 -
090837 -                 2 x 8 = 16 @ $75........................ $1,200
090838 -
090839 -     Training and support to transition from existing
090840 -     methods to SDS tools requires 4 - 5 days over a
090841 -     4 week period, at discretion of User:
090842 -
090843 -                 5 x 8 = 40 @ $75........................ $3,000
090844 -
090845 -        This includes Welch attending a few meetings
090846 -        and other routine business activities, then
090847 -        creating records like this one, to begin creating
090848 -        the record that the User builds upon.  The User
090849 -        is then assisted in drawing on the new data base
090850 -        with assistance of Welch, to create follow up
090851 -        tasks.
090852 -
090853 -     The minimum expenditure we recommend is $4,200 for training and
090854 -     support.  A more realistic budget is $8,000.  The most economical
090855 -     way to pay for training and support is by using Welch to accomp-
090856 -     lish compensable services on litigation support.
090857 -
090858 - Wayne Wetzel is Deputy Directory of the Departmentof Natural Resouces
090859 - and Conservation in Montana.  He learned SDS and incorporated it into
090860 - his business practice, while I was providing litigation support for
090861 - the DNRC.  Please call Wayne on what you might expect in transitioning
090862 - from your current methods to SDS.  He can be reached at:
090863 -
090864 -                          404 444 6722
090865 -
090866 -
090867 -