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Home My WebLink About2001-06-12; City Council; 16217 Exhibit 3; Agreement With Learnsoft Consulting, Inc.mse to the .d Academy of A6 &7,217 b-0-d City of Carlsbad RFP Technc ~logy Training Services Submitted by Learnsoft Technology Group March 1, 2001 Learnsoft TECHNOLOGY GROUP !xi4RblSoFr Techwlo~y 6lWp SCRIPPS RANCH - TRAININQ FACILITY 10650 TREENA STREET SUITE 301 -SAN DIEGO, CA 92131 TEL: 051.640.1400 FAX: 858.546.1781 4 PAVINY MESA TRAINING FACILITY 4542 RUFFNER STREET SUITE 300 - SAN DIEGO, CA 92111 TEL: 858.540.1400 FAX: 858.548.1791 4 (RLSSAD TRAININQ FACILITY 5973 AVENIDA ENCINAS SUITE 210 CARLSBAD. CA 92008 TEL: 868.546.1400 - FAX: 858.546.1791 4 SAN JOSE TRAINING FACILITY 2055 GATEWAY PL. SUITE 110 SAN JOSE, CA 95110-1081 C TEL: 408.463.7200 FAX: 408.453.7835 March I”, 2001 SAN DIEGO. SAN JOSE Ms. Kerry Jezisek Carlsbad Academy Technology Training Center City of Carlsbad 1635 Faraday Avenue Carlsbad, CA 92008 Dear Ms. Jezisek: Learnsoft takes pleasure in submitting this proposal for technology training services to The Carlsbad Academy. All rates quoted in this proposal are inclusive of costs associated with work to be performed and are guaranteed for 90 days from the above date. We believe you will find this proposal to be the most complete in comparison with all other training company competitors, since we offer a flexible training program for your needs, rather than just teach classes. The major benefit to using Learnsoft, is that at Learnsoft we recognize that productivity is the most important feature that should result from the training program. And that training is a program, NOT just an event. Below is a summary of some highlights that are covered in the proposal, and the reasons why Learnsoft would be the preferred choice as a training partner for the Carlsbad Academy. Learnsoft has significant experience implementing training programs for City and County Governments - The City of San Diego (4 years), County of San Diego (8 years +), The City of Coronado, The City of Chula Vista, The City of Encinitas and The City of Santee. Learnsoft has the ability to customize courses, both in format and content. Using our custom courseware development tool, courses can be created in minutes NOT days. (We would welcome an opportunity to show you a demonstration of the product). Learnsoft is not a franchise, or part of a large corporate entity. We are headquartered in San Diego, with FIVE locations, four in San Diego. One of which is in Carlsbad, right off the 5 freeway at Palomar Airport Road. We have been in San Diego for over 13 years and have trained over 4,500 corporations/government agencies. The time spent on developing/customizing standard courseware is never charged for, by Learnsoft. We have the infrastructure and systems to facilitate the successful implementation of a training program, including - n Marketing aids n Pre assessment tools . Access to student records/tracking of information . Post class reporting C - P Learnsoft has a web development department that produces management tools (GLM), courses and learning aids for deployment over the web. q Learnsoft is large enough to have the depth of resources to manage a training program such as this (both by way of classroom facilities and people resources), yet flexible enough to be able to meet the specific needs of the Carlsbad Academy. o Over 80% of Learnsoft’s business is repeat business - an indication of how important relationships are to us. o As compared to current training vendor, Learnsoft pricing is more competitive on a per student basis. In summary, Learnsoft builds relationships that last, and lasting relationships require both trust and understanding. Our ability to customize, co-ordinate and implement a training program of this size and nature is proven - we are not bound by the tight restrictions placed on training companies that are part of a franchise system, yet we have the depth of resources not found in smaller local training companies, Certain competitors often try to ‘lowball’ our prices, but when compared to what is actually required to be delivered, and the ability & deliver, it is usually Learnsoft that wins the business. - Table of Contents I. Learnsoft Overview II. Scope of Work City of Carlsbad Sections I - VII III. Optional Objectives Learnsoft’s Global Learning Manager IV. Addendum Addendum A - City of Carlsbad Appendix A Addendum B - City of Carlsbad Appendix B (submitted separately) Addendum C - Sample Courseware (submitted separately) Addendum D - Certificate of insurance Addendum E - Learnsoft Course Outlines Addendum F - Sample Course Evaluations Addendum G - Sample Monthly Reports Addendum H - Learnsoft Public Course Schedule Addendum I - City of Carlsbad Addendum 1 - Receipt of Response to Vendor Questions - - - I LEARNSOFT OVERVIEW IJ Learnsoft is a corporate training and consulting company formed in 1987 with the intention of being the premier training company in California. From the outset, Learnsoft realized the importance of being recognized by the large software developers such as WordPerfect Corporation, Adobe, Microsoft and Lotus. As a result, we sought to become their ATCs (Authorized Training Centers) in California. We were the first ATC for WordPerfect in the entire state of California, and today hold most of the major software publishers’ authorizations. Learnsoft strives for excellence and invests in the necessary resources to remain a leader in the training field. Learnsoft’s success is based on these important elements: 1. Offering value to our customers. 2. Having a vision and being willing to take a risk. 3. Being committed and believing in the services we offer. 4. Encouraging participation from all members of our team. 5. Keeping the task at hand simple. 6. Being expert at what we do. 7. Building long term relationships. These seven points have helped establish Learnsoft in the marketplace and are responsible for its impressive growth. Our training methodology is fully tested and since we design, create and publish our own course materials, we have a proven formula for successful training. We have trained tens of thousands of employees from over three thousand companies. Over 80% of our business is repeat business. We currently have 20 classrooms, in five locations in California, and occupy over 21,000 sq. ft. of space. We employ more than 50 full time staff, and over 50 part-time contractors, training most of the Fortune 500 companies in the locations where we have training centers. (In San Diego, we train 90 of the Top 100 companies) Learnsoft is a full service training, consulting and implementation company. We are totally dedicated to training and associated services. Learnsoft is fully automated. We are continually enhancing our accounting and scheduling systems, as well as our registration and on-line systems, in an effort to offer our clients the best and most up to date services. Learnsoftrrhe City of Carlsbad Training Proposal March 1, 2001 Manaqement Structure Learnsoft’s corporate office is in San Diego, where the all of the top management team is situated. A few years ago, realizing that our explosive growth would create support issues, we formed a new Customer Service Division. Sales people are now not responsible for the day to day support of their clients. Once an account has been obtained, the on-going management of the account is handed over to Customer Service. This has proven to be a very successful strategy in maintaining business controls and high customer service levels to our clients. Accountinq We employ a fully functional, integrated accounting system specifically designed in- house to track transaction detail and student history. Every month we are able to give The City of Carlsbad departments a list of students who attended courses as well as other statistical reports concerning students and associated invoices. We can also provide the information in an electronic format over the web, or on diskettes in ASCII format. The information can then be imported into spreadsheets or databases for further analysis. Schedulinq About two years ago, when we upgraded from a Unix based system to Lotus NOTES, we included numerous features that permit clients to get up to date information from the scheduling system. Our Lotus NOTES system was developed in-house our Certified NOTES instructors, in conjunction with the operational staff and our technical UNIX experts. It encompasses all aspects learned by Learnsoft in the last 12 years, of what functions are necessary in a system to operate a successful training organization. Electronic/web access One of the major reasons for selecting Lotus NOTES, was the DOMINO server interface. Not only can you dial into the system from a NOTES client, but access to the information on the NOTES server is also made possible from any system connected to the web, via a regular browser, such as Netscape or Internet Explorer. This feature permits coordinators from The City of Carlsbad to monitor training information and statistics, via an encrypted password, from anywhere and at any time. Over the course of the last 12 years, Learnsoft has developed a comprehensive set of materials to assist in the successful implementation of a training program. These include questionnaires, skills assessments, and evaluations that assist in the smooth running and proper student placement in our courses. Just recently, Learnsoft has created web based versions of these tools, and the access and control of this information is again available to any system connected to the World Wide Web. Learnsoftrrhe City of Carlsbad Training Proposal March 1, 2001 2 II SCOPE OF WORK Ii - - Section I Learnsoft has the capability of doing training onsite at The City of Carlsbad location, plus offers the flexibility of offering training at one of the three Learnsoft San Diego training centers. There is even a four room training center located right in Carlsbad at 5973 Avenida Encinas, Suite 210. Since Learnsoft has over 13 years experience structuring training programs for city and county government agencies, in addition to corporate groups, the highest quality program will be provided to The City of Carlsbad at the most competitive prices. Learnsoft is expert at tailoring course content to meet the specifications of any group or organization. Since Learnsoft is privately owned and operated, and not part of a large corporate or franchise entity, complete flexibility of course content and duration is our specialty. Course customization is achieved by direct communication between the Learnsoft staff (Account Manager, Training Manager and Instructor) and The City of Carlsbad training contact. This may involve emails, conference calls and on site visits. Learnsoft has been customizing training courses for The County of San Diego for over 9 years, as for many other corporate clients for over 12 years. Customization is our specialty. Learnsoft has complete scheduling flexibility. Our custom Lotus Notes scheduling system allows real time changes to be made to all available resources. Learnsoft employs two full time schedulers who manage the schedule of classes, instructors and resources. This in turn allows for maximum accommodation of City of Carlsbad staff schedules. Classes would be scheduled to fit the needs and timetable of The City of Carlsbad. Each time a course is taught, the students receive the corresponding course manual and a diskette with exercises. Some of the exercises will be covered in class and others will be available for the students to take away with them for practice. If the course is customized specifically for The City of Carlsbad, the class exercises can also be customized to fit real documents and situations that occur within the City. This allows for maximum productivity when an employee returns to work. Learnsoft understands that the training being requested will take place on site at The City of Carlsbad. However, Learnsoft also offers the flexibility of City employees attending public classes at one of our three San Diego locations. This is a good option if there are only a few City employees whom need training in a particular software package. Each student attending training will receive a course manual of topics covered in class. These topics can be customized to fit the specific needs of a group. Learnsoft will also provide course outlines and prerequisite requirements for each class. See Addendum E - Course ouNines LearnsofUfhe City of Carlsbad Training Proposal March 1, 2001 3 - Course evaluations will be provided to each student for every class. These evaluations rate the instructor and the course content. Learnsoft takes these evaluations very seriously and the are reviewed by several members of the Learnsoft management team. If for any reason any course evaluations are not up to standard, Learnsoft will re-run the class with another instructor for The City of Carlsbad at no charge. Learnsoft’s standard course evaluations can be customized to cover any questions The City of Carlsbad deems pertinent. See Addendum F - Sample Course Evaluations Additional Administrative Services An important component to the Learnsoft training program is the level of customer service provided. Although The City of Carlsbad is assigned an Account Manager and a Customer Service representative, Learnsoft has a whole pool of Customer Service employees who will be familiar with The City of Carlsbad account. This depth of knowledgeable personnel is important to the high level of service provided by Learnsoft. Learnsoft is also able to customize the invoicing procedure for The City of Carlsbad, if required. A wide variety of monthly reports are also available. Training can be tracked by total number of students trained, number of students trained by department, total number of students trained in a particular course, and total dollars spent by department are just a few of the monthly reports which can be supplied to The City of Carlsbad by Learnsoft. See Addendum G - Sample Monthly Reports The enrollment procedure can be handled in multiple ways as well. Email, on-line, fax and phone are a few of the ways registrations can be taken. Flexibility is the key to these additional services that are provided at no extra charge. - Section II References Sharp HealthCare Chris Pryor (858) 49945189 Learnsoft has been Sharp’s training vendor for over 10 years. In 1998 Learnsoft managed and trained over 3000 Sharp employees in a large rollout of new computer systems. Many of these employees had never used a mouse before, so were trained on basic Windows skills all the way through MS Office and Groupwise. Learnsoft had a full time Customer Service person and Project Manager dedicated to this rollout. The training was highly successful. Help Desk personnel were also provided to Sharp by Learnsoft for a 6 month period during the rollout. Learnsoft continues to train Sharp employees on a variety of software packages and looks forward to providing training on several more projects this year. SAIC Joyce Tremain (858) 8264960 Learnsoft has been providing SAIC with training services for over 7 years on end-user software packages all the way through to very technical Microsoft Certified training. Several classes have been customized to fit the specific needs of SAIC over the years. Six years ago Learnsoft delivered Microsoft Certified Training to over 100 engineers within SAIC. SAIC has over 7,000 employees. LearnsoftRhe City of Carlsbad Training Proposal March 1, 2001 4 - The County of San Diego Gary Clarke (619)531-6083 Learnsoft has been providing The County of San Diego with a variety of training services for over 8 years. The County of San Diego has over 18,000 in San Diego. Training includes completely customized County specific courses, customized MS Office and Technical classes and open schedule classes held at Learnsoft. Learnsoft has also been involved in large programming projects with The County of San Diego, including The Board Letter Wizard project. The City of Coronado Phyllis Belter (619)522-7878 Learnsoft has been the City of Coronado’s sole training vendor for the past 6 years. The following departments have been attending courses at Learnsoft: Community Development, Public Services, Library, Engineering, City Hall, City Managers Dept., City Clerk, Administrative Services, Parks & Recreation, and Golf Services. The levels of training range from all levels of MS Office ‘97 and 2000 applications classes to - HTML, Dreamweaver and Photoshop courses. - Section Ill Learnsoft takes the hiring and training of its instructors very seriously. Learnsoft employs only experienced instructors from various corporate backgrounds. Learnsoft categorizes its instructors by skill sets and has experts in each area of software including Word Processing, Spreadsheets, Databases, Web Technologies, Lotus Notes, Desktop Publishing and Graphics, MS Technical, and Programming, to name just a few. This allows the instructors to be experts in all facets of their area of expertise. Learnsoft instructors spend only 3-4 days per week in the classroom, which prevents burnout. The balance of their time consists of meeting with clients on customized curriculum, developing custom curriculum and exercises, working on consulting projects for clients and studying new versions of software. They are also put on career “tracks” when they start teaching for Learnsoft so they are able to learn and grow during their employment. Learnsoft retains instructors 5 times longer than the industry average. Learnsoft also believes in having depth where the instructor team is concerned. Out of the 50+ employees at Learnsoft, the majority are members of the instructor staff. For each software package and level, there are several instructor resources available to teach. This allows maximum flexibility when scheduling and covering classes. Section IV See Addendum A - City of Carkbad Training Features and Requirements Matrix Section V Because of the length of time Learnsoft has been training in San Diego, we have had the opportunity to work on many local government training programs. The largest would be The County of San Diego. This is an ongoing project, now in conjunction with Computer Sciences Corporation. The County is upgrading all of their employees (over 18,000) equipment and software. The training involves standard Learnsoft courses as well as highly customized end user and technical courses. This implementation and training will take approximately 5 years. Learnsoftrrhe City of Carlsbad Training Proposal March 1, 2001 5 Learnsoft also held The City of San Diego training contract for many years, until recently when The City decided to concentrate more on CBT based training. During this training contract, Learnsoft did both onsite and offsite training classes and also completely managed The City of San Diego training room. Both standard and customized classes were conducted for The City of San Diego. Many of Learnsoft’s standard full day curriculums were cut down into four-hour sessions that were very successful. Smaller local city contracts include The City of Chula Vista and The City of Coronado. Both of these training programs were structured to send their employees to one of the Leamsoft training centers for public and private customized training sessions. Section VI Additional Information/Optional Objectives - See Global Learning Manager Section Below Section VII Cost Breakdown and Pricing Notes - Submitted Separately LearnsofVThe City of Carlsbad Training Proposal March 1, 2001 6 - - - - - I GLOBAL LEARNING MANAGER II It will be imperative in the future to track and manage training through a web-based system, which Learnsoft has developed. It is called The Global Learning Manager, or GLM. This system is completely flexible and customizable to the exact requirements of The City of Carlsbad. Initially, Learnsoft would work with The City of Carlsbad on setting up employee profiles and help input all The City of Carlsbad training (whether computer training or not). Learnsoft would even manage the system for The City of Carlsbad if requested which would prevent The City from putting out the large investment to purchase the software. If The City desired to add additional enhancements and features to the system (as described below), this could be done as well since the GLM is completely customizable. Companies have a need to track training metrics and future trends via the web. It is imperative that the information is available to all managers within the company on a common platform. The web allows access to such information, no matter how remote the location may be. The goal is to measure productivity within an organization by defining skill sets based on an employee’s job descriptions, and then making sure that the employee receives the proper training in order to achieve all of these skills. It is then important for an employee to have access to their own transcripts, especially since annual performance reviews are often based around which skills a particular employee has mastered through training. Learnsoft’s Global Learning Manager is set up specifically to manage such transcripts - no matter what medium of training is taken to gain the required skill set (CBT, Instructor Led, seminar or lecture, etc.). This allows for all critical information on learning to be centralized in one place. Centralized testing is also key, irrespective of which medium of learning an employee participates in. The measure of proficiency will be based on standardized topics that outline skills for their job description. Currently, and in most competitive Corporate University systems, the testing is specific to the particular media used to learn the software - and different for all different media. Learnsoft believes in a central testing/proficiency model, based on job skills - not on features within a particular package. LearnsoWhe City of Carlsbad Training Proposal March 1, 2001 7 - - - Overview of Learnsoft’s Global Learning Manager The Global Learning Manager (GLM) is a one-stop learning solution for all forms of employee training, the GLM manages and tracks the training process through its flexible, web-based interface. Based on their skill profile, students will monitor their customized training program through on-line scheduling and registration, online testing and online transcripts. Management and administrator tools provide full, comparative reporting of all training data to have full control of their training program’s results and costs. Centralized data t,, \/,.I .,.; .d.. ,. . . . .., . i.“, . IS /P,.,, ), : irr r..,, . . s , .1.,>.*. t.” .//?, ‘. ) ..I,,. > u Course Catalog Fully customizable for Administrators I5 , !C C8 5.” cg.ee !U *.c m .s 3 L ? &i 3 4 -.I., 2 ‘. -I ,v. ihX P1. G. ..* r ‘- )I*<~ Y. R*r cs... AM. I ._) 3 .-’ ,I 1. .A.. ‘. -,. ., ,. I:;?.,. i .:I,_. _. .,_ .,. -. ,. I * I’ -““.’ ,’ I I c, *- Administrator I”.,. ” ,a -- . . . . . r . _._ -.I’. ’ .- The GLM is supported by a common, web-based database for all training information. All scheduling, results and departmental data are stored in one centralized database. Any existing training data can be leveraged for use in GLM’s tracking structure. This allows data from older training programs, current departmental data and employee data to easily integrate with the added GLM features. LearnsoftlThe City of Carlsbad Training Proposal March 1, 2001 Administrators can control user access, create custom skills assessments and generate custom reports. They will have full control over how users will access the system, which data is viewed by managers and which data is viewed by students. Training programs and managerial control can be structured by groups or individuals. - Management tools t,, , t ., ,,/ ,. ,,‘. *. . . . II . -*.r ” * , ,,a.:.,. ,(, ,( ,, 1. Lo;‘” N., ., / I,.~,.~tl..,:‘ I i at .? F ..ll. .l,,,,“,.,~~ .I c., I #_I -*, ,,: 1 . .,I _’ Administrator I,.m,“w”~“.,.,l* “.‘I m---1 ii ..: _: mm o.4n.a ‘xi 111 urn... mum tm v.wc.m *ram ,m ,lmm ‘II ,m .s 47 cours*r *).665.00 All mediums of training P-, - ir La ‘.-. Fs.7.. !W ST > b.. . 3 1: .-< 3 A j ‘.. ) i’* Rhi vIrr ,+,* s-e - 4; ia aad*. r- !- .‘“’ . . . :., ,,.. ./ .:.:.. , . ,I .,,. .j. ..‘. . 3 I.. ,..(_ i4.e .., , Administrator . . * _. .._-- .* _ ~_ . ; :.--. . . .I ,.., 2l .f--- Different divisions, departments and employees may have individual training needs. By building custom training profiles, the GLM will easily analyze and track employee progress throughout the learning process. Managers will generate a variety of reports based on any combination of training data. Managers also can instantly build and view a graphical representation of all report data. Learnsoft/The City of Carlsbad Training Proposal March 1, 2001 9 It is becoming increasingly evident that no one form of training is best for every employee training path. Instructor-Led, CBT, Seminars, and Video training can all be tracked and managed using the GLM. Results are instantly available for comparative reports and student transcripts. This means that managers are not limited to any single form of training when creating trackable programs. - Student Access c AR4w .L ., aim=’ llil,“ll. a,.,. : n_.,. ..a_, ,. -I .rt_ : ~,,. : “,i .* : ,,‘. . . . ‘f. II ,, : _(I, I(... a:. , ,. .: I., (._. : hi “S_ 1. I_. ., .: ., , ” \*...II ! Lil-.i ID-r Student .- Every employee will have private user access to view their custom training transcripts. All users can schedule training through one centralized area. A powerful utility allows searches by class information, date, location or a combination of criteria. Students will also use the GLM for taking Skills Assessment Tests and viewing results. The Global Learning Manager is a modular, web-based and completely customizable solution for providing access to all forms of training. The GLM is a solution tailor-made to fit the client’s needs and infrastructure, not force the client to fit to it. The GLM is the Corporate University that Works. C Learnsoft/The City of Carlsbad Training Proposal March 1, 2001 10 r ADDENDUM A CITY OF CARLSBAD APPENDIX A TRAINING FEATURES AND REQUIREMENTS MATRIX LearnsofVThe City of Carlsbad Trainmg Proposal March 1, 2001 - - 8 .- L i% P .- c .- m z 6 9 ro 5 B B 3 5 !E 2 b Fi 9 2 3 8 E x 2 z 3 3 r 8 .- L 8 i? 2. ‘c3 .k 5 i? 8 8 7 - 2 f E. 8 B liii E .- .Z : a . E iii : 8 b ifi i .- 2 .- hi 9 F .- B E z3 s f g .- E; 2 cn .- 5 z b E z 2 J s$ e% 58 d nc3, .- i?b ma 2% am . i y- ! 0 , rq z (II 1 g/ s > B E B c g r .Z 3 E 3 c - ;E I w .E i 00 -- etx WW 4 l - i . - i! .- E! W 5 b s g, 5 c - l - F;; gr q 85 DC E , - E e+ 52, llu - - F - r j . E ’ r 1 5 ’ i ! - 8 > ii - I j$ i : l i - - - - ,FZ oE ‘C 2 ‘28 g$ “3 E 2 C !I$ 52 (I: -+ 2f SE gE 25 cc 00 * ‘S z: # - > 5 ? 5 t i i SC j .O I 2 ;E’EI 0 {J= 3 = - i I 0 - - - - - - -. - 1 2 c 2 c d Q ‘C s P i3 f 5 d v J 3 l ; i I 1s I .ca iB ! g Is 1 c .- 1 : . s 5 ; 5 i L3 i 8 ) c ! m 4 ia i ; . . * : , I t .E 15 ;g L ME ,- 1 . - - - C C ADDENDUM B CITY OF CARLSBAD APPENDIX B PRICING MATRIX & PRICING NOTES SUBMITTED SPEARATELY Learnsoftrrhe City of Carlsbad Traming Proposal March 1, 2001 - ADDENDUM C -SAMPLE OF COURSEWARE II SUBMITTED SEPARATELY - LearnsofKfhe City of Carlsbad Training Proposal March 1, 2001 ADDENDUM D -CERTIFICATE OF INSURANCE LearnsofVThe City of Carlsbad Tramng Proposal March 1, 2001 L ACORD, CERTIFICATE OF LIABILITY INSlJRANCb$--“;;;;%F ‘RODUCER I, Ranch0 Mesa Insurance Agency -0. Box 3938 a Mesa CA 91944-3938 ,?hone:619-644-0744 Fax:619-644-0742 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE I INSURER A: Hartford Casualty Insurance Co i INSURER B: Learnsoft Conmalting 10650 Treena St. Suxke%i San Diego CA 92131 INSURER C: INSURER D: IUIIIIFF) I= I .._--..-..-. :OVERAGES L THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANf REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTlFlCATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE #FORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS. EXCLUSIONS AND CONDlTlONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. 1. / GEHL AGGREGATE LIMIT APPLIES PER: 4 POLICY m YE”c”; LOC I AUTOMOBILE LJAslLln 4 ANY AUTO I - ALL OWNED AUTOS SCHEDULED AUTOS c I LI j \ GARAGE LiABlLIlY . ll POLICY NUMBER POLICY EFFECllVE DATE (MMIDD!YY) 72WCGK6313 08/01/00 72WCGK6313 08/01/00 Li ANY AUTO EXCESS LlABlUTY OCCUR cl ’ CLAIMSMADE / DEDUCTIBLE RETENTION 5 HlORKERS COYPENSAllON AND . EMPLOYERS LlAsluTY 72wECJE4 978 08/01/00 P # -aLICY EXPIRATION DATE (MMIDLbW) UMlTS EACH OCCURRENCE ~s1000000 08/01/01 FlREDWGE(hyonefim) 15 300000 MED EXP (Any m penon) t10000 PERSONAL 8 ADV INJURY s1000000 GENERAL AGGREGATE r2000000 PRODUCTS-COMPIOPAGG S 2000000 i COMBINED SINGLE LlMlT 08/01/01 (Eaaaident) s1000000 ;$DlLY&J)URY s AUTO ONLY - EA ACCIDENT S OTHER THAN EAACC S AUTO ONLY. AGG S t L lOTHER I ! I , ! , I : EVIDENCE OF COVERAGE FOR BID IS xl%%tiBi OTtl 1 ER-1 08/01/01 1 E.L. EACHACCIDENT ~s1000000 E.L. DISEASE - EAEMPLOYEEI S lo~~ooo E.L. DISEASE-POLICY LIMIT 1 S 100~000 fF.CONTRACT IS AWARDED TO THE ABOVE NAMED INSURED, CITY WILL BE NAMED AS AN L ADDITIONAL INSURED WITH A REVISED CERTIFICATE. *lO DAYS FOR NON PAYMENT I CERTIFICATE HOLDER ) N ! ADDITIONAL INSURED; INSURER LETTER: CANCELLATION - L CARLSBA I SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE E%PIRATlON DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO YAlL a DAYS WRtll-EN 6 CITY OF CARLSBAD PURCHASING L DEPARTMENT-RFP-CARLSBAD ACADEMY TECH. TRAINING SVCS 1635 FARADAY AVE. CARLSBAD CA 92008-7314 I ACORD 25-S (7197) NOTICE TO THE CERllFlcArr HOLDER NAME0 TO THE , BUT FAJLURE TO DD SO SHALL i ‘---v-e--@@iCORD CORPORATION 1988 ADDENDUM E - LEARNSOFT COURSE OUTLINES I’ 1, - LearnsofVlhe City of Carlsbad Traming Proposal March 1, 2001 - - San Diego (858)548-1400 San Jose (408) 453-7200 Group EXPLORING THE INTERNET WITH MS INTERNET EXPLORER 4.0 Prerequisites: Familiarity with Windows 95 Length: One Day This course emphasizes the World Wide Web. Students will learn web basics, including how to navigate the Inteme, customize searches, sending and receiving e-mail and accessing newsgroups. They will also gain an understanding of File Transfer Protocol and HTML. I. INTRODUCING THE INTERNET V. WORKING WITH FAVORITES . Understanding the Internet . Using and Customizing Favorites . Tracing Internet History . Keeping Track of the Current Session . Using TCP and IP . Finding Host Addresses . Connecting to the Internet i Using Online Services l Working with Local and National Providers . Working with Digital Connections II. UNDERSTANDING THE WORLD WIDE WEB . . . . . . Ill. . . . . . . . . IV. Using Web Browsers Working with Jump Points Accessing Home Pages Finding URL Addresses Troubleshooting the Web Using Explorer Browser Features EXPLORING THE WORLD WIDE WEB Looking Up a Home Page Using Hotlists/Favorites Using Internet Directories Accessing Microsoft’s Best of the Web Directory Accessing Yahoo and Excite Directories Using Search Engines Using the MicrosoR Search Page Using Alta Vista and Lycos Search Engines CUSTOMIZING SEARCH ENGINE OPTIONS . Working with Search Engines . Using the Yahoo and Lycos Engines . Working with A2Z . Using Alta Vista, Open Text, Infoseek, Magellan, Web Crawler, SavvySearch, Searchcorn and FindSpot VI. ACCESSING FTP SERVERS . Working with FTP Files and Programs . Recognizing Common File Types . Working with Compressed Files . Using Virus Protection . Recognizing FTP Sites . Following FTP Tips . Using Plug-ins VII. USING E-MAIL ON THE INTERNET . Working with E-mail Addresses . Checking and Reading Mail VIII. USING NEWSGROUPS . Understanding Newsgroups and Newsgroup Organization . Subscribing and Unsubscribing . Using Etiquette . Avoiding Flaming IX. UNDERSTANDING HTML . Creating Web Pages . Using HTML Tags . Viewing HTML Source - r” - c - TetihniNaigjf Eroup San Diego (858) 646-1400 San Jose (408) 453-7200 INTERNET SEARCH ENGINES Prerequisites: Length: Exploring the Internet with Netscape Communicator or Exploring the Internet with MS Explorer Half Day This course focuses on finding information efficiently on the Internet. Students will gain an understanding of the various search engines available and their capabilities, and learn techniques needed to conduct searches quickly. I. USING SEARCH ENGINES V. USING LEADING SEARCH ENGINES . Learning How Search Engines Work II. USING UNIQUE KEYWORDS . Full-Text Searching l Choosing the Right Keywords Ill. USING BASIC SEARCH TOOLS . Using Alta Vista, Excite, HotBot, Infoseek, Lycos and Yahoo! VI. SEARCHING NEWSGROUPS VII. SEARCHING MAILING LISTS l Searching in Plain English . Searching for Multiple Words or Phrases l Conducting AND, OR, NOT and NEAR Searches . Creating More Complex Queries . Using Wildcards . Dealing with Stopwords IV. USING TIPS AND TECHNIQUES VIII. SEARCHING SUBJECT GUIDES IX. SEARCHING FOR PEOPLE X. SEARCHING FOR BUSINESSES Xl. SEARCHING FOR EVERYTHING FROM AUTHORS TO ZIP CODES l Customizing the Web Browser . Using Shortcuts San Diego (858)546-1400 SanJose (408)453-7200 - Introduction to ColdFusion - - - Prerequisites: HTML Advanced Length: Three Days This course is designed to provide students with the knowledge necessary to create interactive, information-rich Web applications. Students will learn how ColdFusion and dynamic Web pages work, including the overall database-driven development environment. I. Introducing ColdFusion l Static Page Architecture l Dynamic Page Publishing with ColdFusion l ColdFusion Markup Language (CFML) l ColdFusion Components and Features l ColdFusion Configuration Scenarios II. Getting Started l Development Check List l Exploring ColdFusion Studio l Development Process l ColdFusion Variables and Functions l Displaying Variable Output l Commenting Your Code Ill. Publishing Database Content l Connecting to a Database l Querying a Database Table l Displaying Database Data IV. Reusing Templates l Including Common Code Using CFINCLUDE l Creating ColdFusion Mappings l Introducing and Calling Custom Tags V. Building Forms with ColdFusion l Understanding HTML Forms l Enabling Debug Output l ColdFusion and Forms l Conditional Processing l Form Variable Evaluation l Dynamically Populating SELECT Controls VI. Building Search Interfaces l Using Form Data in Queries l Using Dynamic Queries l Multiple Decision Structure: CFSWTCH VII. Building a Data Drill-Down Interface l Using Dynamic URL Parameters l Data Drill-Down VIII. Inserting New Data l Building an Insert Interface l Building an Insert Form Page l Server-Side Validation l Building an Insert Action Page l Redirecting a URL Using CFLOCATION IX. Updating Data l Updating Database Data l Building an Update Form Page l Pre-Filling HTML Forms l Client-Side Validation l Building an Update Action Page X. Maintaining Session State l Addressing the Web’s Statelessness l HTTP Cookie Variables l The Application Framework l Application and Session Variables l Securing All Application Pages and Applications Using Session Variables r- I r /- I P f i r ,T i r e r r P r I r F E r r Technology Group San Diego(858)646-1400 SanJose(408)453-7200 XML (Egtensible Markup language) Prerequisites: HTML Advanced or Equivalent Knowledge Length: Two Days This course is designed to teach programming language to beginners through real world situations and examples. Course includes basic syntax and XMI, Schemas and XSL Transformations. Also covered Is formatting objects and utilizing Cascading Style Sheets in HTML documents. After completing this course, the student will have a basic understanding of XML and be able to write XML code. I. Introduction VIII. The Parser and DOM II. The XML Gallary IX. Alternative API: SAX Ill.. XMI, Syntax X. Writing XML IV. XML Schemas Xl. Modeling for Flexibility V. NameSpaces XII. N-Tiered Architecture and XML VI. VII. XSL Transformations XSL Formatting Objects and Cascading Style Sheets XIII. Putting it All Together: An E- Commerse Example - - !ButPI scm Te”hn$m; San Diego (858) 546-1400 San Jose (408) 453-7200 NOVELL GROUPWISE 5.5 INTRODUCTION Prerequisites: Familiarity with Windows 95 Length: One Day This course highlights the capabilities of Novell Groupwise 5.5, a popular scheduling tool. Students will learn how to work with menus, appointments, group meetings and e-mail. I. LEARNING GROUPWISE BASICS II. SENDING E-MAIL Ill. USING THE ADDRESS BOOK . Creating, Opening, Closing and Accessing the Address Book . Creating a Message l Searching for, Sharing, Importing and Exporting Addresses . Working with Public and Personal Groups . Creating, Copying and Moving Entries in Address Books IV. SENDING ATTACHMENTS V. RECEIVING E-MAIL VI. USING SENT ITEMS . Checking Status . Recognizing Icons . Retracting and Resending . Restoring the Sent Items Folder VII. SCHEDULING WITH GROUPWISE . Changing Views . Making a Personal Appointment . Saving as a Draft . Using AutoDate, Range, High-Priority and Low-Priority Ands, Or, Not, Notes, Accept/Decline and Tasks . Viewing By Example and By Dates . Using . Working with Formula, Grouping Offset, Periodic and Relative Operators . Sending Requests for Group Meetings . Conducting a Busy Search . Marking an Item Completed . Delegating a Task to Another User VIII. USING TRASH . Deleting and Undeleting Items lX. USING RULES X. USING PROXY Xl. USING FOLDERS . Moving and Copying Items to Folders l Sharing Folders with Other Users XII. ARCHIVING . Automatically Archiving . Viewing Archived Messages XIII. USING DISCUSSION THREADS l Create a New Discussion Area . Read and Reply to a Discussion Message XIV. USING FILTERS . Using Filter Topics and Qualifiers l Building and Applying Filters . Returning to No Filter View XV. APPLYING ADVANCED SEND OPTIONS XVI. CUSTOMIZING THE SCREEN XVII. USING LIBRARIES . Sharing, Referencing, Deleting, Checking and importing Documents XVIII. USING REMOTE . Using Master and Remote Mailboxes . Using Modem, TCPllP and Network Connections Publications Code: GW5512 Groupware Series, December 98 LEARNSOFT Teoimolo(n 6roup SAN DIEGO: (858) 546-1400 SAN JOSE: (408) 453-7200 NOVELL GROUPWISE 5.5 ADVANCED Prerequisites: Length: GroupWise 5.5 Introduction One Day This course highlights the advanced capabilities of Novell Groupwise 5.5, a popular scheduling tool. Students will learn how to work with resources and documents, use and share information, and customize their settings. I. GROUPWISE SUPPORT Ill. USING RESOURCES AND AND CUSTOMIZATION MULTI-USER VIEW l Using GroupWise Marquee and Desktop l Getting Help l Customizing GroupWise Mail l Customizing GroupWise Calendar l Scheduling Resources l Using Multi-User View l Owning a Resource IV. WORKING WITH DOCUMENTS II. USING AND SHARING INFORMATION l Working with Your Mail Messages l Working with Address Books l Using Discussion Threads l Creating Documents l Sharing Documents l Managing Documents V. WORKING WITH DOCUMENTS REMOTELY l Using Your Remote Mailbox l Documents and Web Access l Using WebPublisher Publications Code: GW5532 Groupware Series: February 2001 - - LEARl\lsoF~ Technology Gr.olIp San Diego: (858) 546-1400 San Jose: (408) 453-7200 Access 2000 Visual Basic Programming, Introduction Prerequisites: Access 2000 Advanced Length: Two Days This course is designed to give the advanced Access user the ability to design applications in Access 2000 using Visual Basic for Applications (VBA) - the underlying programming language for Microsoft Applications. I. Getting Started Quickly with Wizards l Using Wizards for Application Development l Creating a Database Using the Database Wizard l Entering Information into the Database l Using Existing Data with a New Database l Adding an Object to Your Application l Adding and Creating Command Buttons II. Customizing an Application with Visual Basic l Customizing a Command Button l Viewing the Visual, Basic Code Behind Your Application l Modifying a Command Button Created Using the Wizard l Making a Form Read-Only by Default l Creating a Command Button Without a Wizard l Creating Event Procedures for Form Events l Displaying a Message to the User Ill. Finding and Filtering Records in a Form l Creating a Combo Box to Find Records l Filtering Data l Responding to Filtering Events l Using the If...Then Statement to Check a Condition l Understanding Filtering Properties . Using the Immediate Wmdow to View and Set Properties q Creating an Option Group to Filter Data IV. Responding to Data Entry Events 9 Understanding Form and Control Events l Performing Actions as the User Moves in a Form and Changes Data l Setting the Value of a Control “Auto- magically” l Responding to Keyboard Events l Validating Data l Asking the User a Question V. Writing Your Own Functions l Understanding Modules and Procedures l Standard Modules and Form Modules l Creating General Procedures in a Standard Module l Using the Declarations Section l Declaring Constant Values l Creating a Sub Procedure l Adding Arguments to a Procedure l Creating a Function l Using General Procedures on a Form l Creating General Functions in a Form Module VI. Monitoring and Debugging Your Code l Stepping Through Code Line by Line l Setting a Breakpoint to Stop Running Code l Stepping from One Procedure to Another l Monitoring Variables and Other Values l Finding and Fixing Bugs in Your Code l Telling Visual Basic to Check Your Code VII. Responding to Errors and Unexpected Conditions l Replacing Standard Error Messages l Responding to the Error Event l Displaying Your Own Message for a Specific Error l Responding to a Combo Box Error l Creating Error-Handling Routines l Handling Errors That Occur When Your Application Is Read-Only l Anticipating Other Problems That Cause Errors - - - - - - - kEARPISr3Fr Technology Group San Diego: (858) 848-1400 San Jose: (408) 453-7200 Access 2000 Visual Basic Programming, Advanced Prerequisites: Access 2000 Visual Basic Programming, Introduction Length: Two Days This course is designed to give the advanced Access user the ability to design applications in Access 2000 using Visual Basic for Applications (VBA) - the underlying programming language for Microsoff Applications. I. Gathering Information in a Dialog Box l Creating an Application from Scratch l Using Dialog Boxes in Your Applications l Creating a Dialog Box to Go to a Specific Record l Filtering Data in a Report II. Navigating Through Your Application l Making Forms Work Together l Displaying Related Records in a Pop-Up Form l Opening a Form to Add Related Records Ill. Display Custom Menus and Toolbars l Using Menus and Toolbars in Your User Interface l Creating a Custom Menu Bar l Customizing Toolbars l Creating a Custom Toolbar for the Subscribers Form l Creating Toolbar Buttons to Run Visual Basic Code IV. Putting Final Touches on an Application l Controlling How Your Application Starts l Providing a Startup Form for Your Application l Completing the Switchboard Form for the Subscription Database l Customizing Your Application’s Appearance l Replacing the Access Splash Screen l Preparing to Distribute Your Application to Users V. Exploring Objects and Collections l Introducing the Issues Application l Understanding Objects and Collections l Referring to Objects and Collections l Using the For Each Statement with a Collection l Using a Multiple-Selection List Box l Working Directly with Database Objects l Finding and Changing Data in a Recordset l Creating and Running an Action Query VI. Customizing Reports with Visual Basic l Using Standard Reporting Features l Responding to Report Events l Customizing Reports by Setting Properties at Run Time l Changing Report Layout Programmatically l Calculating Totals While a Report Is Printing VII. Sharing Data with Other Applications l Using Automation Objects l Sending Commands to Microsoft Word l Getting Information from Another Application l Working with Folders in Microsoft Outlook VIII. Connecting to the Web l Using Hyperlinks l Creating Hyperlink Controls on a Form l Storing Hyperlinks in a Table l Following Hyperlinks from Visual Basic l Modifying Hyperlinks Using Visual Basic l Creating Web Pages for Your Application l Creating a Data Access Page to Review Data l Adding Scripts to Data Access Pages - - - - LEARPISOF~ Technology San Diego (858) 548-1400 San Jose (408) 453-7200 WINDOWS 2000 INTRODUCTION Prerequisites: None Length: One Day This course covers the fundamentals of Wrndows 2000. Students will learn how to navigate through Windows, work with Windows, and use Windows programs. They will also become acquainted with managing files, folders and data. I. Navigating through Windows . Understanding the Windows Desktop . Restarting and Shutting Down II. Working with Windows . Identifying Window Components . Using Scroll Bars . Switching Among Windows . Resizing and Moving a Window . Using a Dialog Box . Closing a Window . Learning Common Windows Commands Ill. Using Windows Programs . Starting a Program . Using a Program’s Menu System . Using a Program’s Toolbars . Handling a Crashed Program . Exiting a Program IV. Using the Help System l Ways to Get Help . Using Screen Tips and What is This? . Using the Wrndows Help System . Finding a Previous Windows Feature . Using the Troubleshooting Wizards . Using Online Help Resources V. Manging Files . Opening a Drive or Folder with My Computer . Exploring Drive and Folder Contents . Selecting Files and Folders . Moving or Copying a File or Folder . Deleting a File or Folder VI. Advanced File Operations . Renaming a File or Folder . Searching for a File . Working with the Recycle Bin . Controlling File Management Settings VII. Managing Folders and Disks . Changing the View of the Folder . Creating New Folders . Renaming a Folder . Customizing a Folder . Formatting a Floppy Disk Technology Group San Diego (858) 548-1400 San Jose (408) 453-7200 WINDOWS 2000 INTERMEDIATE Prerequisites: Windows 2000 Introduction Length: One Day This course covers the fundamentals of Windows 2000. Students will learn how to navigate through Wrndows, work with Wrndows, and use Wrndows programs. They will also become acquainted with managing files, folders and data. I. Customizing the Screen Display l Opening the Display Properties Dialog Box l Changing Wrndows Colors l Changing the Video Resolution and Color Depth . Adjusting the Refresh Rate 8 Adding a Background l Choosing a Screen Saver II. Customizing the Desktop l Customizing the Taskbar . Creating a Shortcut . Editing the Start Menu Ill. Customizing System Settings . Changing the Current Date and Time . Changing Mouse Settings . Setting Power Management Settings . Changing System Sound Effects IV. Installing New Programs . Opening the Add/Remove Programs Dialog Box . Adding Windows Program Components . Installing a New Program . Removing an Installed Program V. Installing New Hardware . Installing a Driver for a New Device . Upgrading a Driier for an Existing Device . Removing a Device Vi. Working with Printed Output . Installing a New Printer . Discovering Printer Properties . Connecting to a Network Printer . Making a Printer the Defautt . Installing Fonts VII. Using a Network . Working with My Network Places . Choosing a Network Drive in an Application . Mapping a Network Drive . Disconnecting from a Network Drive VIII. Connecting to the Internet . Setting Up an Internet Connection . Establishing a Dial-up Connection 9 Starting Your Web Browser IX. Exploring the Internet . Browsing the Web with Internet Explorer . Searching for Information Online . Working with Favorites . Setting Content Restrictions X. Working with Outlook Express . Starting Outlook Express . Creating an E-Mail Message . Working with the Address Book . Retrieving Incoming E-Mail . Creating an E-Mail Folder . Moving & Deleting an E-Mail Message Xl. Preparing for Disasters . Starting the Backup Program . Creating an Emergency Repair Disk . Backing Up Files . Restoring Files XII. Repairing Problems . Scanning for Hard Disk Errors . Restoring a Previous Windows Configuration . Troubleshooting Problems Using the Hardware WEard . Troubleshooting Problems with the Device Manager XIII. Improving System Performance . Defragmenting Your Hard Drive , Using Disk Cleanup . Automatically Scheduling Tasks - - - San Diego (858)548-1400 SanJose (408)453-7200 SUPPORTING WINDOWS 2000 Prerequisites: Length: Introduction to Windows 95,98 or WinNT NETES or Equivalent Networking Knowledge Five Days This course teaches IT professional how to install, configure, and administer the Windows 2000 Server operating system as they prepare for the corresponding MCP exam. Students will learn through an integrated system of skill-based tutorials and hands-on lab exercises. Students will learn about administering system resources such as printers, files, folders, applications, and websites. Configuring and managing client computers, server computers, and other hardware devices and drivers will also be covered. In addition, students will learn how to optimize the system components that provide high availability, load balancing, and disaster recovery capabilities. I. II. Ill. IV. V. VI. VII. INTRODUCTION TO MICROSOFT WINDOWS 2000 INSTALLING AND CONFIGURING MICROSOFT WINDOWS 2000 SERVER UNATTENDED INSTALLATIONS OF MICROSOFT WINDOWS 2000 SERVER MICROSOFT WINDOWS 2000 FILE SYSTEMS VIII. ADMINISTERING PRINT SERVICES IX. NETWORK PROTOCOLS AND SERVICES X. ROUTING AND REMOTE ACCESS SERVICE Xl. MICROSOFT WINDOWS 2000 SECURITY XII. RELIABILITY AND AVAILABILITY XIII. MONITORING AND OPTIMIZATION ADVANCED FILE SYSTEMS ACTIVE DIRECTORY SERVICES ADMINISTERING MICROSOFT WINDOWS 2000 SERVER XIV. MICROSOFT WINDOWS 2000 APPLICATION SERVER - - - - - - - kEARPISr3F~ Technolo fly San Diego (858) 548-1400 San Jose (408) 453-7200 WINDOWS 2000 UPGRADE Prerequisites: None Length: Half Day This course highlights features and capabilities of Microsoft Windows 2000. The class is designed to quickly orient Windows 98 users with the 2000 platform. Students will learn how to navigate through the desktop environment and access programs and files. They will also learn ways to organize and customize their systems. I. INTRODUCING THE NEW LOOK IV. ORGANIZING THE DESKTOP l Viewing the Desktop a The New Taskbar l Using Shortcut Menus, Dialog Boxes, Applications and the Taskbar . Manipulating Windows . Manipulating the Window Menu Bar . Manipulating the Window Tool Bar II. MANAGING PROGRAMS . Using the Start Menu . Accessing Programs . Finding Documents, Files and Folders l Adjusting Menu settings . Working with Wrndows Help On line III. MANAGING FILES . Managing Files on the desktop . Navigating Icons l Creating Folders . Moving Items to Folders l Copying and Deleting Folders and Files . Emptying the Recycle Bin . . . . . V. . . . . . VI. . . . . Creating Shortcut Icons Customizing the Taskbar Adding Items to the Start Menu Adding Items to the Taskbar Using the drag and drop Feature USING THE NEW CONTROL PANEL Changing the Appearance of Windows Setting a Screen Saver Working with Fonts Adjusting Printer Settings Installing Software CUSTOMIZING THE DISPLAY Changing the Desktop Creating and Deleting Schemes Viewing Effects Options Setting Desktop Web Options - San Diego (858) 548-1400 San Jose (408) 453-7200 IMPLEMENTING WINDOWS 2000 PROFESSIONAL & SERVER - Prerequisites: Microsoft Windows 2000 Network 8 Operating System Essentials Length: Five Days - This course teaches IT professionals how to install, configure, and administer the Windows 2000 Sewer operating system. Students will learn how to administer system resources, configure and manage client computers, server computers, and other hardware devices and drivers, and optimize the system components that provide high availability, load balancing, and disaster recovery capabilities. I. INTRODUCTION TO WINDOWS 2000 l Operating System Architecture . Windows 2000 Directory Services II. INSTALLING AND CONFIGURING - WINDOWS 2000 SERVER . Installing Wtndows 2000 Server . Upgrading to Windows 2000 Server . - Troubleshooting a Wrndows 2000 Server Installation Ill. UNAlTENDED INSTALLATIONS OF WINDOWS 2000 SERVER l Automating the Installation of Windows 2000 Server l Automating the Installation of Server Applications IV. WINDOWS 2000 FILE SYSTEM . Disk Management Basics - . File Allocation Table (FAT) . NT File System (NTFS) . File System Security _ V. ADVANCED FILE SYSTEMS . Distributed File System . File Replication Service _ VI. ACTIVE DIRECTORY SERVICES . Planning Active Directory Implementation . Implementing Active Directory Services . Administering Active Directory Services - Vii. ADMINISTERING WINDOWS 2000 SERVER . Using the MS Management Console . Administering User & Group Accounts . Administering Group Policies VIII. ADMINISTERING PRINT SERVICES IX. X. XI. . Setting Up Network Printers . Administering Network Printers . Printing and Active Directory Services . Connecting to Network Printers NETWORK PROTOCOLS AND SERVICES . TCP/IP & DHCP . WINS & DNS ROUTING AND REMOTE ACCESS SERVICE . Features of RRAS . Remote Access . Virtual Private Networks . RRAS Tools WINDOWS 2000 SECURITY . Public Key Infrastructure & Technologies . The Kerberos Protocol . Security Configuration Tools . Windows 2000 Auditing XII. RELIABILITY AND AVAILABILITY . Managing Hardware Devices and Drivers . Backing Up Data . Implementing Disaster Protection . Recovering from a Disaster XIII. MONITORING AND OPTlMlZATlON . Disk Monitoring and Optimization . Simple Network Management Protocol . Performance Console . Network Monitor 8 Task Manager XIV. WINDOWS 2000 APPLICATIONS SERVERS . Exploring MS Internet Information Services 5.0 Features . Administering a Web Environment . Configuring and Running Telnet Services . Installing and Configuring Terminal Services !&4RNsoF~ Taohnotony San Diego (858) 548-1400 San Jose (408) 453-7200 Group WINDOWS NT 4.0 NETWORK ADMINISTRATION Prerequisites: . . Length: Proficiency using the Windows 95 or Windows NT version 4.0 interface Working knowledge of major networking components, including clients, servers, local area networks (LAN), network adapter cards, drivers, protocols and network operating systems Knowledge of basic computer hardware components, including computer memory, hard disks, central processing unit (CPU), communication and printer ports, display adapters and pointing devices Three Days This course is designed for those who administer Microsoft Windows NT Server 4.0 and Windows NT Workstation 4.0, or those who are on the Microsoft Certified Systems Engineer Windows NT 4.0 Track. I. INTRODUCTION TO ADMINISTERING WINDOWS NT . Introduction to Wrndows NT, Directory Services, Administrative Tasks and Tools, and the Wrndows NT Security Dialog Box il. SETTING UP USER ACCOUNTS . Planning New User Accounts . Creating User Accounts and Profiles Ill. SETTING UP GROUP ACCOUNTS . Planning a Group Strategy . Creating Local and Global Groups . Implementing Built-in Groups IV. ADMINISTERING USER AND GROUP ACCOUNTS . Implementing an Account Policy . Modifying Multiple User Accounts . Maintaining Domain Controllers l Troubleshooting User Logon Problems V. SECURING NETWORK RESOURCES WITH SHARE PERMISSIONS . Guidelines for Planning Shared Folders . Sharing Folders . Connecting to Shared Folders VI. SECURING NETWORK RESOURCES WITH NTFS PERMISSIONS . Combining Share Permissions and NTFS Permissions . Guidelines for Assigning NTFS Permissions . Assigning NTFS Permissions . Troubleshooting Permission Problems VII. SETTING UP A NETWORK PRINT SERVER . Setting Up a Network Printer Server and Client 0 Configuring a Printer VIII. ADMINISTERING A NETWORK PRINT SERVER . Managing Documents and Printers . Identifying Printer Problems IX. AUDITING RESOURCES AND EVENTS . Planning and Implementing the Audit Policy . Using Event Viewer to View the Security Log X. MONITORING RESOURCES . Viewing Computer Properties . Setting Alerts and Sending Messages . Using Windows NT Diagnostics Xi. BACKING UP AND RESTORING FILES . Planning a Backup Strategy . Backing Up Files . Scheduling a Backup Using a Batch File . Restoring Files - - - - - - San Diego (858) 646-1400 San Jose (408) 453-7200 WINDOWS NT 4.0 TECHNICAL SUPPORT Prerequisite!s: . Length: Proficiency using the Wrndows 95 or Windows NT version 4.0 interface Working knowledge of major networking components Knowledge of basic computer hardware components Concepts and skills covered in Wtndows NT 4.0 Network Administration course Four Days This course is designed for those who support or administer Microsoft Windows NT Server 4.0 and Windows NT Workstation 4.0, or those who are on the Microsoft Certified Systems Engineer Windows NT 4.0 Track. I. OVERVIEW OF WINDOWS NT II. INSTALLING WINDOWS NT . Preparing for Installation . Installing from a Network Share Ill. CONFIGURING THE WINDOWS NT ENVlRONNlENT l The Windows NT Registry . Modifying Settings Using Control Panel . Using Registry Editor IV. MANAGING SYSTEM POLICIES V. MANAGING FILE SYSTEMS . File Systems Supported by NT . Working with File Names . Managing NTFS Compression VI. MANAGING PARTITIONS . Partitioning a Disk . Using Disk Administrator VII. MANAGING FAULT TOLERANCE . RAID systems . Recovering from Hard Disk Failure VIII. SUPPORTING APPLICATIONS . Architecture and Subsystem Overview . Windows NT Task Manager l Supporting MS-DOS, Win16 and Win32 IX. NT NETWORKING ENVIRONMENT . Wrndows NT Network Architecture . Distributed Processing . Accessing Files and Print Resources X. WINDOWS NT PROTOCOLS . Installing and Configuring Protocols - NWLink, NetBEUI, TCP/IP . Network Bindings Xl. NT NETWORKING SERVICES . Installing Network Services . Dynamic Host Configuration Protocol . Windows Internet Name Service . Domain Name System (DNS) l Computer Browser Service XII. REMOTE ACCESS SERVlCE (RAS) . Installing and Configuring RAS and Dial- Up Networking XIII. INTERNETWORKING AND INTRANETWORKING . Internet and lntranet Overview . IIS and PWS Networking Components . Securing Internet and lntranet Sites XN. USING NOVELL NETWARE . Windows NT Connectivity with NetWare . Installing and Configuring CSNW and GSNW XV. NETWORK CLIENTS . Network Client Administrator . Client-based Network Administration Tools XVI. FILE SYNCHRONKATION AND DIRECTORY REPLICATION . Directory Replication Overview . Managing and Troubleshooting Directory Replication . Troubleshooting Directory Replication XVII. THE NT BOOT PROCESS . Overview of the Boot Process . Troubleshooting the Boot Process . Last Known Good Configuration . Emergency Repair XVIII. NT TROUBLESHOOTING TOOLS LEARNScm T-n;-!; Project 2000 Introduction San Diego (858)646-1400 San Jose (408)453-7200 Prerequisites: Familiarity of Windows 95 Length: 2 Days This course will teach students the basics of Microsoft Project 2000. Students will learn to navigate through MS Project, enter and organite tasks, and set up resources. Students will also learn how to fine-tune tasks, resources. and assianment details. I. Introducing Project Management l Understanding What Defines a Project l The Project Triangle: Time, Cost, and Scope l Managing Your Projects with Microsoft Project II. Navigating Through Microsoft Project l Working with Menus and Toolbars l Switching Between Views and Tables l Creating a Project File and Entering Project Properties Ill. Entering and Organizing Tasks l Entering Tasks and Estimating Durations l Breaking a Long Task into Shorter Tasks l Linking Tasks and Checking Project Duration l Inserting New Tasks and Deleting Tasks l Organizing Tasks into Phases IV. Setting Up Resources l Setting up People, Equipment, and Material Resources l Entering Resource Pay Rates l Organizing Resources into Groups l Entering Additional Resource Information in a Text Field V. Assigning Resources to Tasks l Assigning a Single Resource to a Task l The Scheduling Formula: Viewing Duration, Units, and Work l Assigning Multiple Resources to a Task l Removing a Resource Assignment l Assigning Material Resources to Tasks l Creating a New Resource and Assigning it to a Task VI. Fine-Tuning Task Details Adjusting Working Time for a Project and Individual Tasks Adjusting Task Relationships Changing Task Types and Interrupting Work on a Task Entering Fixed Costs Setting up a Recurring Task and Setting Task Constraints Reorganizing Phases and Tasks Entering Deadline Dates and Viewing the Projects Critical Path Documenting Task Details with Notes and Hyperlinks VII. Fine-Tuning Resource Details l Adjusting Working Time for Individual Resources l Setting up Resource Availability to Apply at Different Times l Entering Multiple Pay Rates for a Single Resource l Setting up Pay Rates to Apply at Different Times l Examining Resource Costs and Allocations l Leveling Over-Allocated Resources l Documenting Resource Details in Resource Notes VIII. Fine-Tuning Assignment Details l Replacing a Resource Assignment l Applying Different Cost Rates to Assignments l Delaying the Start of Assignments l Applying Contours to Assignments l Entering Material Resource Consumption Rates l Documenting Assignment Details in Assignment Notes - - - e- LEARPIscm San Diego (858)646-1400 Technology San Jose (408)453-7200 Group Project 2000 BEYOND BASICS Prerequisites: Familiarity of Windows 95 Length: 1 Day This course highlights the management capabilities of Microsoft Project 2000. Students will learn the fundamentals of fine-tuning task, resource, and assignment details. I. Fine-Tuning Task Details l Adjusting Working Time for a Project and Individual Tasks l Adjusting Task Relationships l Changing Task Types and Interrupting Work on a Task l Entering Fixed Costs l Setting up a Recurring Task and Setting Task Constraints l Reorganizing Phases and Tasks l Entering Deadline Dates and Viewing the Projects Critical Path l Documenting Task Details with Notes and Hyperlinks II. Fine-Tuning Resource Details l Adjusting Working Time for Individual Resources l Setting up Resource Availability to Apply at Different Times l Entering Multiple Pay Rates for a Single Resource l Setting up Pay Rates to Apply at Different Times l Examining Resource Costs and Allocations l Leveling Over-Allocated Resources l Documenting Resource Details in Resource Notes Ill. Fine-Tuning Assignment Details l Replacing a Resource Assignment l Applying Different Cost Rates to Assignments l Delaying the Start of Assignments l Applying Contours to Assignments l Entering Material Resource Consumption Rates l Documenting Assignment Details in Assignment Notes LEARPISOr”l - Technptf; Project 2000 Basics San Diego (858) 646-1400 San Jose (408) 453-7200 Prerequisites: Familiarity of Windows 95 Length: 1 Day This course highlights the management capabilities of Microsoft Project 2000. Students will learn the fundamentals of working with tasks and resources. I. Introducing Project Management IV. Setting Up Resources l Understanding What Defines a Project l The Project Triangle: Time, Cost, and Scope l Managing Your Projects with Microsoft Project II. Navigating Through Microsoft Project l Working with Menus and Toolbars l Switching Between Views and Tables l Creating a Project File and Entering Project Properties Ill. Entering and Organizing Tasks - l Entering Tasks and Estimating Duration l Breaking a Long Task into Shorter Tasks l Linking Tasks and Checking Project Duration l Inserting New Tasks and Deleting Tasks l Organizing Tasks into Phases V. l Setting up People, Equipment, and Material Resources l Entering Resource Pay Rates l Organizing Resources into Groups l Entering Additional Resource Information in a Text Field Assigning Resources to Tasks l Assigning a Single Resource to a Task l The Scheduling Formula: Viewing Duration, Units, and Work l Assigning Multiple Resources to a Task l Removing a Resource Assignment l Assigning Material Resources to Tasks l Creating a New Resource and Assigning it to a Task - LEARPISOr”l Techn;Ei; Project 2000 Advanced San Diego (858)546-1400 San Jose (408)453-7200 Prerequisites: Project 2000 Introduction Length: 2 Days This course will teach students advanced aspects of Microsoft Project 2000. Students will learn to customize the look of Project, Printing and Publishing Project Information, and how to share information with other programs, Students will also learn how to track the progress of projects, view and report project status, as well as identify and fix problems in projects. I. Customizing the Look of Project l Sorting, Grouping, and Filtering Data in a View l Editing and Creating Tables l Defining Custom Views l Formatting the Gantt Chart l Formatting the Network Diagram l Formatting the Calendar View II. Printing Project Information l Drawing a Gantt Chart l Customizing and Printing Views l Customizing and Printing Reports Ill. Publishing Project Information Online l Copying Project Information as a GIF Image l Saving Project Information as a Web Page l Changing the Look of a Project Web Page IV. Sharing Project Information with Other Programs l Copying and Pasting with MS Project l Opening Other File Formats in MS Project l Saving to Other File Formats from MS Project V. Sharing Information Between Multiple Sources l Creating a Resource Pool l Viewing Assignment Details in a Resource Pool l Updating Assignments in a Sharer File l Updating a Resource’s Working Time in a Resource Pool l Updating All Projects’ Working Times in a Resource Pool l Linking New Project Files to a Resource Pool l Opening a Sharer File and Updating a Resource Pool l Working with Consolidated Projects l Creating Dependencies between Projects VI. Tracking Progress Against the Project Plan l Saving a Project Baseline l Tracking a Project as Scheduled l Entering the Percent Complete of Tasks l Entering Actual Start, Finish, and Duration Values of Tasks l Tracking Work by Time Period l Changing Remaining Work or Duration of Task 0 Saving an Interim Plan VII. Viewing and Reporting Project status l Identifying Tasks that have Slipped l Comparing Baseline, Interim, and Current Plans l Identifying Tasks and Resources that are Over Budget l Reporting Project Status l Measuring Performance with Earned Value Analysis VIII. Identifying and Fixing Problems l Troubleshooting Time, Schedule, and Cost Problems l Troubleshooting Resource and Scope of Work Problems - - San Diego (858) 546-1400 San Jose (408) 453-7200 ACCESS 2000 INTRODUCTION Prerequisites: Familiarity with Windows 95 Length: One Day This course gives a working knowledge of Microsoft Access, fast becoming an industry standard for databases because of its power and ease of use. Students will learn the fundamentals of inputting, storing and changing information in tables. It includes querying tables and creating forms and reports. I. GETTING STARTED l Starting Access . Opening and closing a database . Displaying and hiding toolbars . Using a database object . Opening a database object . Closing a database object . Exiting Access II. CREATING TABLES . Creating a blank database . Designing tables l Creating a table in design view l Adding field names l Assigning data types . Adding a field description . Setting a primary key . Saving a new table . Using the Table Wmard III. MODIFYING TABLES . Inserting a column in a table . Changing a column name . Selecting and deleting a column l Changing column width . Inserting lookup and hyperlink columns IV. SElTING FIELD PROPERTIES . Using field properties . Limiting field size . Setting Number, Datemime and Yes/No Formats . Setting default values and validation rules V. WORKING WITH TABLES . Using datasheet view . Navigating fields in tables . Adding, selecting, editing, saving and deleting records . Moving through records VI. FINDING AND FILTERING DATA . Sorting records . Finding specific records . Using wildcards . Using replace . Using filter by selection . Applying and removing a filter . Using the filter for and filter by features VII. USING SIMPLE QUERIES . Using queries and recordsets . Using the Simple Query Wizard . Creating and opening a query l Adding a table to a query . Running a query VIII. USING OPERATORS IN QUERIES . Using comparison operators . Using and/or conditions . Using the between.. .and operator . Using a wildcard character IX. CREATING BASIC FORMS . Using forms and AutoForm . Using the Form Wizard . Viewing and printing records in a form . Basing a form on a query l Adding a record using a form X. CREATING BASIC REPORTS . Using reports and AutoReport . Using the Report Wrzard . Using print preview . Printing pages of a report . Basing a report on a query - - - - San Diego (858) 5481400 San Jose (408) 453-7200 ACCESS 2000 INTERMEDIATE Prerequisites: Access 2000 introduction Length: One Day This course gives a working knowledge of Microsoft Access. Students will learn more of the tools for inputting, storing and changing information in tables. It includes querying tables, creating more detailed forms and reports and using specialized editing tools and database file utilities. I. CREATING RELATIONSHIPS . Using related tables . Adding a table to the window l Creating a relationship . Setting referential integrity II. USING DATABASE UTILITIES . Importing and exporting data .o Changing database properties . Linking data to an access table . Setting a database password l Compacting a database Ill. DESIGNING QUERIES . Joining tables in a query . Setting top values in a query . Creating a calculated field . Creating a function query 0 Creating a parameter query IV. CREATING ACTION QUERIES . Creating a make-table query . Creating an update query . Creating an append query . Creating a delete query V. USING ADVANCED QUERY WlZARDS . Using the Cross-tab Query WEard . Using the Find Duplicates Wuard . Using the Find Unmatched Wrzard VI. USING FORM DESIGN l Creating forms in design view . Creating a combo box, list box and an option group l Setting the tab order manually l Setting the tab order automatically . Viewing a form header and footer VII. USING ACTIVEX CONTROLS . Working with ActiieX controls . Registering an ActiveX control . Adding an ActiveX control . Attaching an ActiveX control VIII. USING REPORT DESIGN . Using reports in design view . Inserting date/time control l Creating a calculated control l Grouping data in a report . Inserting a page break . Creating a header for each group . Creating a running summary . Changing the report margins C - - ACCESS 2000 ADVANCED San Diego (858)646-1400 SanJose (408)453-7200 - Prerequisites: Access 2000 Intermediate Length: One Day This course gives more detailed instruction in Microsoft Access. Students will learn advanced tools for inputting, storing and - changing information in tables. They will work with macros, switchboards, database utilities, customized menus and toolbars. I. - II. Ill. - IV. REPLICATING DATABASES . Replicating a database l Synchronizing database replicas . Resolving replication conflicts WORKING WITH INDEXES . Viewing and deleting indexes . Creating a single field index . Creating a multiple field index . Creating a multiple field primary key CREATING MACROS . Working with macros . Opening the macro design window l Creating, saving and running a macro . Assigning an argument to an action . Editing an existing macro . Running a macro with the tools menu . Using the Single Step Mode for testing USING MACROS . Using the property sheet . Assigning a macro to a control . Adding a condition to a macro . Creating a command button l Creating group and AutoExec macros V. USING SUBFORMS . Working with subforms . Creating a subform . Editing the layout of a subform . Displaying the datasheet view VI. USING SWITCHBOARDS l Opening and using a switchboard . Creating a switchboard form . Adding a button to a switchboard 0 Setting startup options VII. CREATING CUSTOM TOOLBARS l Creating a custom toolbar . Adding built-in and custom menu items . Adding a command to a menu item . Adding custom commands . Docking a floating toolbar . Linking a toolbar to a report . Adding a separator bar . Creating and linking a shortcut menu . Adding buttons to a toolbar . Changing a button image - - San Diego (858) 546-1400 San Jose (408) 453-7200 ACCESS 2000 CALCULATION, SELECTION & ACTION QUERIES Prerequisites: . Access 2000 Introduction Length: Half Day This course focuses on the querying aspects of Microsoft Access, fast becoming an industry standard for databases because of its power and ease of use. Students will learn the fundamentals of creating and using queries. I. USING SIMPLE QUERIES IV. APPENDIX A: CREATING . Using Queries and RecordSets . Using the Simple Query Wizard l Creating, Opening and Running Queries . Adding a Table to a Query II. DESIGNING ADVANCED QUERIES l Creating a Calculated Field l Creating a Parameter Query . Using the Crosstab Query Wizard Ill. CREATING ACTION QUERIES . Creating Make-Table, Update, Append and Delete Queries RELATIONSHIPS V. APPENDIX B: CREATING BASIC REPORTS - San Diego (858) 546-1400 San Jose (408) 453-7200 ACCESS 2000 ADVANCED FORMS & REPORTS Prerequisites: Access 2000 Introduction Length: Half Day This course further details the capabilities of Microsoft Access. Students will learn the tools and techniques necessary to create advanced forms and reports. The course includes using editing tools and customized controls. I. MANIPULATING CONTROLS . Using, Selecting, Deleting, Sizing and Moving Controls II. USING OTHER FORM TECHNIQUES l Viewing Properties of an Object l Changing a Control Property Ill. USING DESIGN VIEW . Hiding the Ruler . Disabling the Snap to Grid Feature . Displaying the Field List . Adding Fields, Labels, Images, Rectangles and Lines . Moving Part of a Paired Control . Using the Toolbox . Editing an UnboundControl IV. USING EDITING TOOLS . Selecting Font Names, Size and Style . Using Format Painter and AutoFormat . Selecting with the Toolbar . Using the Spell Checker l Setting AutoCorrect Options . Adding and Deleting AutoCorrect Entries V. DESIGNING ADVANCED FORMS . Using Forms in Design View l Creating Combo and List Boxes l Creating an Option Group l Setting the Tab Order . Adding a Form Header and Footer VI. USING SUBFORMS l Creating and Editing Subforms l Displaying in Datasheet View l Adding a Form Header and Footer . Displaying a Subform Total VII. DESIGNING ADVANCED REPORTS Using Reports in Design View Creating a Calculated Control Grouping Data in a Report Creating Group Headers Creating a Running Summary Inserting a Date/Time Control Inserting Page Breaks Changing Report Margins Using the Label Wizard VIII. USING SWITCHBOARDS l Opening and Using a Switchboard . Creating a Switchboard Form . Adding a Button to a Switchboard . Setting Startup Options IX. USING CHARTS l Creating Charts l Adding a Chart to a Report . Activating MS Graph to Edit . Changing Chart Types and Titles . Adding Data Labels to Charts - - - - - - San Diego (858) 546-1400 San Jose (408) 453-7200 CRYSTAL REPORTS 8.0 INTRODUCTION Prerequisites: Familiarity with Windows 95 Length: One Day This course is designed to help information systems professionals and business users more proficiently create and modify reports. Students will learn how to build reports suitable for presentation. They will also use basic record-keeping skills. I. GETTING STARTED . Starting and Closing Reports . Understanding the Welcome Dialog . Using the Title, Menu, Tool, Format and Status Bars . Using the Design and Preview Windows . Previewing and Printing l Zooming in on a Report . Finding Help II. CREATING A BASIC REPORT . Understanding Database Terms and the Report Gallery . Creating and Saving Reports . Refreshing Report Data . The Style Expert Ill. SELECTING, SORTING AND GROUPING RECORDS . . . . . Selecting Records Understanding and Changing Sort Orders Adding, Changing and Deleting Groups Creating Summary, Subtotal and Grand Total Fields Calculating Subtotals and Grand Total Fields Using Analysis Features Identifying the Top Groups Creating Summary Reports Drilling Down on Summary Reports IV. INSERTING CONTROLS AND OTHER OBJECTS . . . . Reviewing the Report Gallery Creating a Report from Scratch Inserting Fields in a Report Selecting Multiple Field Names Placing the Fields and Selecting Objects in the Design Window Moving and Sizing Objects in the Design Window Using the Mouse Tip and Summary Info Inserting a Report Title and Text Objects Inserting Special Fields V. CREATING PRESENTATION QUALITY REPORTS . Formatting Fields . Changing Font and Size l Accessing the Format Editor . Inserting Lines and Boxes . Inserting a Picture . Formatting Reports Quickly C - - - - - kEARbIsoFr Technulouy Group SAN DIEGO: (858) 548-1400 SAN JOSE: (408) 453-7200 CRYSTAL REPORTS 8.0 ADVANCED Prerequisites: Crystal Reports 8.0 Introduction Length: *One Day This course is desighed to help information systems professionals and business users more proficiently create and modify reports. Students will learn more detailed skills, such as graphing, working with relational databases and using conditional formatting. I. Advanced Reports and Formulas l Creating a New Report l Examining the Experts l Understanding the Report Gallery l Form Expert Reports l Subreport Expert l Creating Basic Formulas l Creating a Parameter Formula l Advanced Selection l Creating Summary, Subtotal and Grand Total Fields II. Relational Database Concepts l Reviewing Database Terms l Understanding Relational Database Concepts l Database Design Issues l Understanding Link Relationships l Linking Tables in a Report l Removing a Database from a Report l Accessing the Visual Linking Expert l Understanding the Visual Linking Expert l Creating Links between Tables l Selecting a Link l Deleting A Link l Viewing Link Options l Linking Two Files from a File l Looking Up Both Options at the Same Time l Looking Up All of One File, then All of the Other l Looking Up All Combinations of the Two Files Ill. Exporting and Advanced Tools l Exporting a Report l Using the Crystal SQL Designer l Using Crystal Dictionaries IV. Using Conditional Formatting l Understanding Formatting l Inserting Sections for Added Control 0 Splitting a Section l Using the Highlighting Expert V. Understanding Objects . . . . l . l . l . . . l . . What are Objects? Understanding Cross-Tabs Making Changes to a Cross-Tab Cross-Tab Capabilities in Crystal Reports Understanding Graphing Using the Chart Expert Choosing Graph Types Selecting a Graph Resizing a Graph Moving a Graph Placing a Graph Making Changes to an Existing Graph Drilling Down with Graphs Editing Your Chart Editing Your Chart in the Design or Preview Tabs Editing Your Chart in the Design or Preview Tabs Using Advanced Formatting Options Using the Analyzer Tab Working with Graph Templates Creating a Map VI. Appendix - The Toolbar & Format Bar l The Toolbar l The Format Bar SAN DIEGO: (858) 848-1400 SAN JOSE: (468) 453-7200 SQL Server 7.0 Database Administration Prerequisites: System Architecture and Network Support Experience (Supporting MS Windows NT 4.0 Core Technologies) Length: Four Days This course was developed for information system (IS) professionals and database administrators who need to install, administer and support Microsoft SQL (Structured Query Language) Server 7.0 or who plan to take the related Microsoft Certified Professional exam 70-028: Administering Microsoft SQL Server 7.0. I. II. Ill. IV. V. VI. VII. VIII. IX. Overview of SQL Server Installation . Preparing to Install SQL Server . Running SQL Server . Performing an Unattended Installation Upgrading to SQL Sewer 7.0 . The Upgrade Process . Removing SQL Server 6.5 System Configuration and Architecture . Configuring SQL Server Enterprize Manager . Client Installation . Troubleshooting l Client/Server Tools Database Files . Introduction to Databases . Creating and Dropping Databases . Managing Databases . Capacity Planning Transferring Data l Tools for Transforming Data . Data Transformation Services . Transforming Data with DTS . Linked Servers Web Publishing and Full-Text Indexing . Publishing Database Data to Web Pages . Full-Text Indexing and Searching Backup and Restore Overview and strategy . Backup Overview . Planning a Backup Strategy Backing Up Databases . Performing Backups . Using the BACKUP Statement . Performing Differential, Data File and Filegroup Backups X. Restoring Databases . Performing a Database Restore . The RESTORE Statement . Using a Standby SQL Server . Restoring System Databases XI. Logins, User Accounts and User Roles l Adding Login Accounts . Authenticating User Login Accounts on Connect . Granting Access XII. Permissions and Security Planning . The Three Types of Permissions . Assigning Permissions . Planning and Managing Security XIII. Automating Administrative Tasks . SQL Server Automated Administration . Automating Routine Maintenance Tasks . Creating Alerts l Troubleshooting SQL . Establishing a Multi-User Environment XIV. Monitoring and Maintaining SQL Server . Tools for Monitoring . Maintaining SQL Server XV. Introducing Replication . Distributed Data . SQL Server Replication . Replication Types . Physical Replication Models XVI. Planning and Setting Up Replication . Preparing the Servers . Publishing . Subscribing XVII. Managing Replication . Monitoring and Troubleshooting . Replicating in Heterogeneous Environments SAN DIEGO: (858) 848-1400 SAN JOSE: (408) 453-7200 SQL Server 7.0 Database Implementation Prerequisites: System Architecture and Network Support Experience Experience working with Relational Databases Knowledge of SQL Server client tools and ANSI SQL Statements Length: Four Days This course was developed for information system (IS) professionals who need to design, plan, implement and support Microsoft SQL (Structured Query Language) Server 7.0 or who plan to take the related Microsoft Certified Professional exam 70-029: Designing and Implementing a Database with Microsoft SQL Server 7.0. I. II. Overview of SQL Server . Definitions l Charactistics of SQL Server Overview of Transact-SQL l What is Transact-SQL . Structured Query Language l Tools for Programming SQL Servers Ill. Creating Databases . Logical Database Design . Normaliation . How is Data Stored? . How to Implement and Store Data . Manging Data Files, Transaction Log Files and Filegroups IV. Creating Database Objects . Creating User-Defined Data Types and Tables V. Implementing Data Integrity . Implementing Data Integrity . Different Types of Data Integrity . Implementing Constrains VI. Planning and Creating Indexes . How do Indexes Work . Planning an Appropriate Index VII. Maintaining Indexes . Delivering Continued Optimal Performance . Implementing a Full-Text Index VIII. Querying Multiple Tables . Combining Data from Multiple Tables . Using SQL Joins IX. Advanced Query Techniques . Subqueries l Specifying Advanced Selection Criteria and Cursors . Performing Row-Based Processing on SQL Result Sets X. Summarizing Data . Benefits of Client/Server Architecture l Producing Suppaeries . Creating Queries for Summarizing Data Xl. Implementing Views l Creating Queries stored as Objects (Views) XII. Managing Transactions and Locks l Transactions Defined . Locking Data . Preventing Users from Changing or Reading Data in Incomplete Transactions l OLTP for Multi-User Systems l Transation Logs XIII. Working with Distributed Data . Using Data from Other Sources . Import and Export using Bulk Copy Program WP) . Data Transformation Services . Using Remote Data in Standard SQL Server Queries XIV. Implementing Stored Procedures . Creating Stored Procedures . Saving Named Collections fo Transact-SQL Statements XV. Implementing Triggers . Stored Procedures saved as Triggers . Saving Transact-SQL Statements as Objects . Data Modification Actions (INSERT, DELETE, and UPDATE) . Enforcing Data Integrity with Trigger San Diego (858)548-1400 SanJose (408)453-7200 ADOBE ACROBAT 4.0 -equisites: Basic Desktop Publishing Knowledge gth: Two Day ; course focuses on the features of Acrobat 4.0 used for creating and modifying electronic documents in a PDF Ittable Document Format. Students will learn, how to create, modify and distribute PDF documents, as well as how to &ibute PDFs and create a searchable electronic library of files. +troducing Adobe Acrobat l Publishing on the Web l Designing Documents for Online Viewing -The Work Area l Using Acrobat Tools and Palettes l About Navigation and On-Screen Display l Navigating the Magazine l Working with Links -Creating PDF from Authoring Programs l Creating and Comparing PDF files with PDFWriter & Acrobat Distiller -0 Using Fonts Creating Navigational Structures l Using Bookmarks, Thumbnails and Articles -O Creating a Cross-Document Link l Replacing a Page Modifying PDF Documents l Examing the Work File l Editing Pages, Text and Images l Using Links and Bookmarks to Play Actions - Creating an Online Book l Viewing the Converted PDF File ,O Adding Bookmarks l Creating an Article Thread l Comparing Different Versions L Using Acrobat in a Document Review Cycle l Working with Annotations 2 Setting File Security . Creating Forms l Working with Forms Online -D Adding, Calculating and Filing Out Form Fields l Creating a Reset Form Field o Submitting Forms over the Web IX. Adding Buttons l Using and Adding Buttons l Using the Show/Hide Field Action l Adding a Text-Only Button with a Web Link l Determining the Opening Display of a Document X. Creating PDF Documents from Paper and the Web l Capturing a Fax Image File 0 Correcting Suspects l Converting a Web Page to PDF Xl. Building a Searchable PDF Library and Catalog l Building and Searching an Index l Using Document Info Fields to Search l Searching with Boolean Expressions l Searching on the Web XII. Customizing PDF Output Quality l Using Default and Custom Compression Settings l Processing and Comparing Monochrome, Grayscale and Color Images l Using Watched Folders XIII. Distributing PDF Documents l Preparing a Welcome Document l Organizing the Staging Area l Optimizing PDF Documents l Indexing and Testing your Document Collection XIV. Adding Page Actions, Movies and Sounds to PDF Files l Using Movie and Sound Files l Using Page Actions l Using Movies and Sounds in PDF Files XV. Enhancing a Multimedia Project l Adding a Go to a View Button l Combining Buttons and Page Actions l Choosing the Opening View - - San Diego (858) 548-1400 San Jose (408) 453-7200 ADOBE ILLUSTRATOR 8.0 Introduction Prerequisites: Familiarity with Windows 95 Length: Two Days This course covers Adobe Illustrator 8.0, the industry-standard illustration program for print, multimedia, and online graphics. After completing this course, the student will learn how to create basic shapes, methods for combining shapes, fill and outline techniques and working with type. I. USING ILLUSTRATOR l Viewing Artwork l Using the Illustrator Tools l Working with Palettes l Using Online Help II. BASIC SHAPES Using the Tools l l Using the Rectangle Tool l Using the Polygon Tool l Drawing Spirals and Stars l Copying and Scaling Shapes l Using Calligraphic Brushes l Using Pattern Brushes l Creating Brushes VI. TRANSFORMING OBJECTS l Scaling l Rotating l Distorting l Shearing l Precise Positioning l Reflecting l Changing Perspective l Using the Free Transform Tool Ill. PAINTING l Building a Custom Palette l Making your own Color l Copying Paint Attributes l Saturating Colors l Painting with Patterns l Painting with Gradients IV. DRAWING WITH THE PEN TOOL VII. WORKING WlTH TYPE l Adding Type to a Document l Changing the Character Size l Creating Columns of Type l Changing Character Attributes of Placed Text l Changing Paragraph Attributes l Adjusting the Text Flow l Drawing Straight Lines l Splitting a Path l Drawing Curves l Selecting a Curve l Smooth vs. Comer Points V. WORKING WITH BRUSHES l Applying Brushes to Paths l Using Art Brushes l Drawing with the Paintbrush Tool l Editing Paths with the Paintbrush Tool l Using Scatter Brushes l Wrapping Type around a Graphic l Typing along a Path l Creating Type Outlines and Masks VIII. BLENDING SHAPES AND COLORS l Creating a Gradient Fill l Adding Colors to a Gradient l Creating Smooth-Coior Blends l Blending Intermediate Steps l Modifying the Blend l Combining Blends with Gradient - San Diego (858) 545-1400 San Jose (408) 453-7200 ADOBE ILLUSTRATOR 8.0 Advanced Prerequisites: Illustrator 8.0 Introduction Length: Two Days This course covers Adobe Illustrator 8.0, the industry-standard illustration program for print, multimedia, and online graphics. After completing this course, the student will be able to work with the pathfinder, manipulate layers, create watercolor & airbrush effects and prepare graphics for web publication. I. II. Ill. IV. CREATING SHAPES WITH THE PATHFINDER l Uniting Shapes l Removing Shapes to Create a New Object l Intersecting Objects l Trimming Objects l Blending Colors with Soft Mix l Blending Colors with Hard Mix l Dividing Shapes WORKING WITH LAYERS l Creating Layers l Moving Objects and Layers l Locking Layers l Viewing Layers l Pasting Layers l Merging Layers CREATING WATERCOLOR AND AIRBRUSH EFFECTS l Painting with the Gradient Mesh Tool l Specifying the Number of Mesh Lines l Applying Colors to the Mesh l Highlighting a Mesh Object l Editing Mesh Points l Modifying Mesh Lines DRAWING CYLINDERS AND BOXES l Drawing Three-Dimensional Objects l Drawing Cylinders l Drawing Boxes V. PRINTING ARTWORK AND PRODUCING COLOR SEPARATIONS l Overview of Printing l About Color l Color Management l Printing Black and White Proofs l Using the Dot Info Command l Creating Color Separations l Working with Two-Color Illustrations l Creating a Trap l Overprinting VI. COMBINING ILLUSTRATOR AND PHOTOSHOP IMAGES l Combining Artwork l Vector vs. Bitmap Graphics l Placing an Adobe Photoshop File l Copying a Placed Image l Adjusting Color in a Placed image l Masking an Image l Sampling Colors in a Placed Image l Replacing a Placed Image VII. PREPARING GRAPHICS FOR WEB PUBLICATION l Optimizing Images for the Web l Exporting Flat-Color Artwork l Exporting Continuous-Tone and Gradient Artwork l Linking Objects in an Image Mat to URLS San Diego (858) 548-1400 San Jose (408) 453-7200 PHOTOSHOP 5.5 INTRODUCTION FOR WEB DEVELOPERS Prerequisites: Familiarity with Windows 95 Length: Two Days This course covers Adobe Photoshop 5.5, a powerful publishing tool. Students will learn how to use basic tools, navigate the work area, understand image concepts and manipulate graphics. This course is - designed in conjunction with the Photoshop 5.5 Advanced for web developers. It is recommended that both levels of this course are taken to achieve a complete web graphic publishing background. - - I. USING THE WORK AREA l Starting the Program - l Opening Files . Using Photoshop Tools . Viewing Images . Working with Palettes . Using Online Help II. WORKING WITH SELECTIONS l Selecting with the Rectangular Marquee Tool, the Elliptical Marquee Tool, the Magic Wand, the Lasso and the Magnetic Lasso l Moving, Adding, Subtracting and Transforming Selections l Combining Selection Tools l - Cropping the Completed Image Ill. WORKING WlTH LAYER BASICS . Creating and Viewing Layers . Selecting and Removing Artwork on a Layer . Rearranging and Linking Layers l Changing the Opacity and Mode of a Layer l Adding Text . Adding a Layer Effect . Flattening and Saving Files IV. PAINTING AND EDITING . Painting and Filling Images with Color . Setting Up a Painting or Editing Tool . Painting with a Selection . Erasing . Filling with the Paint Bucket Tool . Using Custom Brushes . Airbrushing and Smudging l Creating Gradients . Creating Soft-Edged Effects . Painting with Texture l Defining a Brush V. WORKING WITH MASKS AND CHANNELS l Creating and Editing a Quick Mask l Saving a Selection as a Mask . Editing a Mask . Loading a Mask as a Selection and Applying Effects l Creating a Gradient Mask l Loading a Gradient Mask as a Selection and Applying Effects VI. PHOTO RETOUCHING . Using Retouching Strategies l Working with Resolution and Image Size . Cropping an Image . Adjusting the Tonal Range . Removing a Color Cast . Replacing Colors in an Image l Adjusting Saturation with the Sponge Tool . Adjusting Lightness with the Dodge Tool . Removing Unwanted Objects . Replacing Part of an Image l Applying the Unsharp Mask Filter l Saving the Image VII. BASIC PEN TOOL TECHNIQUES . Creating Paths with the Pen Tool . Editing Paths with the Pen Tool . Saving a Selection as a Path . Saving a Path as a Selection . Using Paths to Mark Transparency . Transparency and Gif Images - - !&wwxT Techn;Mwf San Diego (858) 548-1400 Ban Jose (408) 453-7200 PHOTOSHOP 5.5 ADVANCED FOR Prerequisites: Length: Adobe Photoshop 5.0 Introduction Two Days This course covers more advanced concepts of Adobe Photoshop 5.0. Students will learn how to enhance images using layering techniques, special effects, image correction and photo retouching. They will also learn file sharing and web publishing techniques. I. USING BASIC PEN TOOL V. PREPARING IMAGES FOR WEB TECHNIQUES PUBLICATION . Drawing Straight and Curved Paths l Combining Straight and Curved Lines l Drawing a Path around Artwork H. USING ADVANCED LAYER TECHNIQUES . Restoring Default Preferences . Preparing Images for the Web l Using the Actions Palette to Automate Tasks VI. CREATING ANIMATED IMAGES FOR THE WEB WITH IMAGE READY l Creating animations in Adobe ImageReady 0 Creating simple motion l Creating a transition between image states l Creating a two-step animation . Rotating and moving an object 0 Creating a montage sequence l Using advanced layer feature to create animations Adding Guides to Align Artwork Working with Layer Masks Aligning Images and Layers Creating a Clipping Group Adding Adjustment Layers Adding Text Adding Multiple Layer Effects Removing Layer Masks Flattening a Layered Image Ill. CREATING SPECIAL EFFECTS Saving and Loading a Selection Hand-Coloring Selections on a Layer Combining and Moving Selections Colonzing a Selection Using a Grid Changing the Color Balance Applying Filters Improving Performance with Filters IV. COMBINING ILLUSTRATOR GRAPHICS AND PHOTOSHOP IMAGES VII. IMAGE READY WEB TECHNIQUES . . Understanding the Web worktlow About this lesson Laying out a Web page with slices Creating precise slices Naming and linking slices Creating No Image slices Creating rollovers Creating additional button states and effects Optimizing individual slices Thinking ahead - - - - - - - - - - - San Diego (858) 848-1400 San Jose (408) 453-7200 POWERPOINT 2000 INTRODUCTION Prerequisites: Familiarity with Windows 95 Length: One Day This course provides an introduction to Microsoft PowerPoint and the necessary skills for developing presentations. It ccvers techniques for formatting and illustrating presentations. I. EXPLORING POWERPOINT VI. CREATING A BASIC CHART l Starting and Exiting PowerPoint . Using windows and the menu bar . Displaying/hiding toolbars . Displaying hidden toolbar buttons II. USING BASIC PRESENTATION SKILLS . Creating and using charts . Entering and deleting data . Changing the chart type VII. USING THE OUTLINE PANE . Using the startup dialog window . Using the AutoContent Wizard . Selecting and enhancing the design template . Opening a presentation 0 Creating a new presentation l Selecting an AutoLayout . Entering text . Adding a new slide . Navigating slides . Saving, renaming and closing a presentation Ill. FORMATTING TEXT . Working with the outline pane . Collapsing and expanding slides . Demoting and promoting text lines . Moving text lines . Adding slides in the outline pane . Rearranging slides in the outline pane VIII. USING SLIDE SORTER VIEW . Selecting multiple slides . Moving and duplicating slides . Copying and deleting slides IX. ADDING SPECIAL EFFECTS . Formatting text . Changing the font, font size and font style and effect . Changing text alignment IV. ENHANCING A PRESENTATION . Applying design templates . Adding, removing and formatting bullets . Modifying paragraph spacing . Displaying the rulers . Deleting slide items . Using the undo feature . Correcting spelling errors . Using ignore/ignore all, change/change all and replace/replace all V. USING CLIPART . Using special effects . Selecting preset animation effects . Setting custom animation options . Selecting transition effects . Setting slide transitions X. USING SLIDE SHOW VIEW l Setting up and running a slide show . Displaying the shortcut menu . Navigating a slideshow Xl. PRINTING PRESENTATIONS . Printing presentations . Selecting Page Setup options . Printing slides, outlines, speaker notes and handouts . Using, inserting, resizing and moving clip art . Cropping a picture . Recoloring ClipArt XII. APPENDIX: USING ONLINE HELP San Diego (858) 548-1400 San Jose (408) 453-7200 - POWERPOINT 2000 INTERMEDIATE Prerequisites: PowerPoint 2000 Introduction Length: One Day This course explores the more creative aspects of Microsoft PowerPoint. Students will learn how to incorporate drawn objects, - charts and special effects into their presentations. They will also learn how to better customize charts and their presentations. I. WORKING WITH DRAWING OBJECTS - . Changing a box style . Formatting boxes and connecting lines . Using the drawing toolbar . Drawing an auxiliary line . Drawing an enclosed object l Changing the background color . Changing the fill color of an object - . Drawing a line - - V. USING PRESENTATION MASTERS . Formatting lines . Working with and formatting the Notes Master . Creating a text box l Adding a Notes Master placeholder . Grouping objects . Formatting a Handout Master . Drawing an AutoShape . Adding a Handout Master placeholder ‘. Rotating a graphic . Working with and formatting the Slide Master II. IMPORTING AND EDITING CHARTS l Adding placeholder information . Formatting the Title Master . Importing an Excel chart . Changing-a font for a presentation . Formatting the chart data markers . Repositioning the legend VI. CUSTOMIZING PRESENTATIONS . Formatting the 3-D view . Customizing presentations . Dragging to adjust a 3-D chart . Applying and customizing color schemes . Exploding a pie chart . Applying a scheme to all slides . Selecting chart options l Customizing the slide background Ill. CREATING CUSTOM CHARTS . Displaying chart axes . - Formatting the chart axes . Adding a chart title . Displaying and formatting gridlines . Formatting the scale of an axis - . Changing the data series . Adding an object to a chart . Inserting a data table . Animating a chart - IV. CREATING ORGANIZATION CHARTS . Using and creating organization charts . - Adding a manager and a subordinate . Adding and rearranging position boxes . Selecting multiple boxes l Saving and deleting custom templates VII. USING ADVANCED SLIDE SHOW TECHNIQUES Creating a custom show Using an action button Jumping to another presentation Using the slide finder Expanding a slide Creating a summary slide Rehearsing slide transition timings Setting up automatic slide timings Setting up a slide show to run VIII. APPENDIX: ADDING SPECIAL EFFECTS - - - - - - - - - - San Diego (858)548-1400 SanJose (408)453-7200 POWERPOINT 2000 ADVANCED Prerequisites: PowerPoint 2000 Intermediate Length: One Day This course delves into more advanced features of PowerPoint. Students will master the use of macros, multimedia tools and other customization tools needed for complex presentations. They will also be able to make use of the Internet and other data, as well as create Internet presentations. I. II. III. IV. V. CUSTOMIZING POWERPOINT PREFERENCES . Using view, general, edit, print, save, spelling and style options CUSTOMIZING POWERPOINT TOOLBARS . Displaying and hiding PowerPoint toolbars . Changing menu and toolbar options . Adding and removing toolbar buttons . Moving a toolbar button . Editing a button’s image . Adding a separator bar . Resetting a toolbar l Creating and deleting custom toolbars USING POWERPOINT MULTIMEDIA TOOLS . Inserting a picture . Downloading pictures from the Internet . Using scanned pictures . Inserting and animating video clips . Inserting sound clips . Playing a CD in a slide show . Using voice narration USING SLIDE SHOW ENHANCEMENTS FROM THE INTERNET . Downloading templates and add-ins from Microsoft Office Update . Using Clip Gallery Live . Searching for and downloading clips from Clip Gallery Live WORKING WlTH MS WORD . Importing text from Microsofl Word . Exporting an outline to Microsoft Word . Using Meeting Minder . Exporting meeting minutes to Microsoft Word VI. OBJECT LINKING AND EMBEDDING WE) . Using OLE . Inserting a linked or embedded object . Creating an embedded object . Editing links VII. CREATING HYPERLINKS . Using HTML hyperlinks l Creating and formatting text and action button hyperlinks . Creating image hyperlinks . Using Paste As Hyperlink . Editing, removing or changing a hyperlink destination VIII. CREATING A SLIDE SHOW FOR THE INTERNET . Using the AutoContent Wizard . Using content templates . Publishing on the Internet . Recognizing what translates . Formatting a presentation for the Internet . Opening an HTML file with an Internet browser IX. PRESENTING TO A WIDER AUDIENCE . Sharing presentation ideas . Using the Pack and Go Wrzard . Unpacking your presentation . Using the PowerPoint viewer . Scheduling an online meeting . Scheduling and starting a broadcast X. APPENDIX: USING TIPS FOR EFFECTIVE PRESENTATIONS San Diego (858) 548-1400 San Jose (408) 453-7200 INTRODUCTION TO WORD 2000 Prerequisites: Familiarity with Windows - Length: One Day This course highlights the capabilities of Microsoft Word, one of the leading word processors available. Students will learn basic document skills, including how to create and change documents, check spelling and grammar and print the desired - results. I. - STARTING WORD . Using menu commands . Displaying/hiding toolbars . Displaying hidden toolbars . Creating a new document . Opening, saving, renaming and closing a document II. USING BASIC DOCUMENT SKILLS . Scrolling with the mouse . Entering text in a document . Moving with the keyboard . Using insert&ypeover modes . Removing characters . Selecting and deleting text . Using the undo/redo commands Ill. - IV. - V. - VI. BASIC TEXT EDITING . Cutting, copying and pasting text . Replacing selected text . Pasting items from the clipboard tool . Using drag-and-drop editing WORKING WITH DOCUMENT VIEWS . Switching views . Changing document magnification . Displaying/hiding the ruler . Viewing/hiding nonprinting characters . Switching between documents CHARACTER FORMATTING . Formatting characters . Changing an existing font . Modifying the font size . Changing the font format . Using underline and font effects USING PARAGRAPH FORMAlTING . Formatting and aligning paragraphs . Modifying line spacing . Creating a left, right and hanging indent . Indenting the first line VII. USING NUMBERS AND BULLETS . Adding numbers and bullets to text . Removing numbers and bullets from text . Changing bullets and numbering VIII. USING TABS . Setting tab stops . Clearing all tabs . Creating a leader tab . Removing a tab stop IX. USING DOCUMENT FORMATTING . Formatting documents . Inserting a manual page break . Removing a manual page break . Changing the document margins . Changing the page orientation X. CHECKING SPELLING . Checking spelling as you type . Starting the spelling checker . Correcting an identified word . Using the change option . Adding to the custom dictionary . Using the ignore option . Ending the spelling check XI. PRINTING . Previewing a document . Printing a document . Printing the current page XII. APPENDIX A: USING ONLINE HELP XIII. APPENDIX B: INSERTING DATES AND SYMBOLS - - - - - c LEARPISr3r”T Technology Group San Diego (858)548-1400 SanJose (408)453-7200 WORD 2000 INTERMEDIATE Prerequisites: Word 2000 Introduction Length: One Day This course focuses on design features in Microsoft Word. Students will work with headers and footers, section breaks, columns and tables. I. WORKING WITH HEADERS AND FOOTERS l Creating headers and footers l Inserting the current date l Inserting page numbers l Creating first page headers and footers l Alternating headers and footes II. USING SECTION BREAKS l Working with section breaks l Inserting a next page break l Formatting a section l inserting a continuous break l Removing a section break l Inserting automatic section breaks Ill. USING FOOTNOTES l Using footnotes l Inserting and deleting 0 Viewing footnotes l Moving and copying footnotes l Browsing footnotes IV. WORING WITH GRAPHICS l Inserting pictures and clipart images l Moving and resizing an object l Creating and fom-ratting WordArt objects and pictures V. USING BASIC TABLES l Creating and navigating a table l Adding rows to the end l Entering text into a table l Selecting table components l Adding rows and columns to a table l Deleting rows and columns l Changing column width VI. USING ADVANCED TABLES l Inserting a blank line l Placing headings on all pages l Using the draw table button l Splitting and merging cells l Rotating text in a table l Changing column width and row height l Converting text into a table l Converting a table into text VII. USING TABLE FORMATTING l Using table AutoFormat l Adding a border to a table l Removing a border l Adding and removing shading VIII. USING OUTLINE VIEW 0 Creating an outline 0 Working in outline view l Collapsing/expanding outlines l Displaying heading levels l Moving an ouline item a Numbering outline levels l Displaying outline text formats - - - - - - I~ARblsr3Fr Technology Group WORD 2000 ADVANCED San Diego (858)546-1400 SanJose (408)453-7200 Prerequisites: Word 2000 Intermediate Length: One Day This course focuses on advanced features of Microsoft Word. Students will learn to customize their documents with word preferences, toolbars, style, macros and templates. I. CUSTOMlZlNG WORD PREFERENCES l Changing the font attributes . Changing page settings . Setting normal view, page layout and save options . Modifying file locations II. CUSTOMKING TOOLBARS . Setting toolbar and menu bar options . Adding and moving toolbar buttons . Editing a button’s image . Adding a separator bar . Removing and resetting a toolbar . Creating and deleting a custom toolbar Ill. USING STYLES . Using the style command . Applying, creating and modifying a paragraph style . Defining and deleting a style IV. CREATING A TABLE OF CONTENTS . Using a table of contents . Generating a table of contents from styles . Using custom styles . Inserting and using TC field codes . Updating a table of contents V. USING WORD’S AUTOMATIC FEATURES . Using AutoCorrect . Setting AutoCorrect options . Creating an AutoCorrect entry . Deleting an AutoCorrect entry l Creating a formatted entry . Using AutoText . Creating, inserting and deleting an AutoText entry . Using and setting AutoFormat . Using AutoFormat while typing . Creating AutoExceptions . Reviewing auto changes VI. USING MACROS . Recording a macro . Running a macro . Editing a macro l Adding a macro button . Deleting a macro VII. USING FORMS AND TEMPLATES . Creating a form . Defining text, check box and drop-down form fields l Creating help messages . Protecting a form . Unprotecting a form template . Saving a form as a template 0 Creating a form from templates . Printing a form . Deleting a form template C - - - - LEARNSC3r”C Technolopy Group San Diego (858) 546-1400 San Jose (408) 453-7200 WORD 2000 LONG DOCUMENTS Prerequisites: Word 2000 Introduction Length: One Day This course focuses on creating long documents in Microsoft Word. Students will work with headers and footers, section breaks and styles. They will also learn how to generate a table of contents and index, incorporate endnotes and footnote and use bookmarks. I. FORMATTING LONG DOCUMENTS . Inserting a Section Break . Using Alternate Headers and Footers l Storing Text Flow Options in Style . Entering and Inserting Summary Information . Viewing the Document Map . Using AutoSummarize II. WORKING WITH HEADERS AND FOOTERS . . . Ill. . . . . Ill. . IV. . . . . Creating Headers and Footers Inserting Date and Page Numbers Creating a Diierent First Page USING SECTION BREAKS Working with Section Breaks Inserting Next Page, Continuous and Odd/Even Breaks Removing and Modifying Section Breaks Inserting Breaks Automatically USING ENDNOTES Inserting, Viewing, Finding, Moving, Copying and Placing Endnotes USING STYLES Displaying, Changing and Hiding the Style Area Defining, Modifying and Deleting a Style Creating, Defining, Applying and Modifying Paragraph Style Printing a Style List V. USING OUTLINE VIEW . Creating, Collapsing and Expanding Outlines . Working in Outline View . Displaying Heading Levels . Moving an Outline Item . Numbering Outline Levels . Displaying Text Formats VI. . . VII. . CREATING MASTER DOCUMENTS Using Master Document View Inserting, Collapsing, Expanding and Opening Subdocuments USING BOOKMARKS Creating, Viewing, Cross-Referencing, Deleting and Going to Bookmarks VIII. TRACKING REVISIONS . . . . . IX. . . X. . . . XI. . . . . Enabling and Disabling Change Tracking Setting Change Tracking Options Routing and Merging Documents Reviewing, Accepting and Rejecting Changes Saving and Opening Versions of a File USING COMMENTS Inserting Comments and Comment Text Viewing, Printing and Deleting Comments CREATING A TABLE OF CONTENTS Generating, Viewing and Updating a Table of Contents Viewing and Inserting TOC Field Codes Using TC Fields CREATING AN INDEX Generating and Updating an Index Creating Main Entries and Index Subentries Typing and Cross-Referencing Index Entries Viewing the INDEX Field Code - Publications Code: WW2OlL Word Processing Series, June 98 - EXCEL 2000 INTERMEDIATE San Diego (858) 546-1400 San Jose (408) 453-7200 - - Prerequisites: Excel 2000 Introduction Length: One Day This course explores more advanced features of Microsoft Excel. Students will learn about using range names, protecting worksheets and incorporating data tables and drawing objects into their spreadsheets. I. MANAGING DATA . Using VLOOKUP and HLOOKUP . Usina data tables 0 Sorting lists . Placing formulas in data tables l Sorting in ascending order . Creating a one-variable data table l Sorting in descending order . Creating a twovariable data table . Finding and replacing data II. USING RANGE NAMES V. USING LOGICAL FUNCTIONS . Using logical functions l Understanding absolute references . Using IF, Nested IF and ISERROR Functions . Working with range names . Using AND/OR Conditions with IF l Jumping to a name range . Assigning names VI. USING PASTE SPECIAL . Using range names in formulas . Working with paste special . Creating names from headings l Copying formats, values and formulas . Applying and deleting range names . Performing mathematical operations Ill. USING WORKBOOK PROTECTION VII. WORKING WITH OUTLINES . Unlocking cells . Applying and clearing an outline . Protecting and unprotecting worksheets and . Expanding/collapsing an outline workbooks . Modifying outline settings . Assigning and removing a password . Using AutoOutline . Opening a protected file VIII. APPENDIX A: WORKING WITH THE IV. USING PASTE, LOOKUP AND DATA TABLE FUNCTIONS DRAWING TOOLBAR . Using the paste function button . Using the Formula Palette . Using lookup functions IX. APPENDIX B: SAVING AS HTML - !Bw%Km - San Diego (656) 546-1400 San Jose (406) 453-7200 - INTRODUCTION TO EXCEL 2000 Prerequisites: Familiarity with Windows Length: One Day This course gives a working knowledge of Microsoft Excel, an industry leader for spreadsheet design. Students will learn not only the techniques for building a worksheet, but also how to format, create formulas and manipulate cells, rows, columns and worksheets. I. EXPLORING EXCEL Starting and exiting Excel Working with Excel windows Working with worksheets Displaying and hiding toolbars Displaying hidden toolbar buttons Creating and saving a new workbook Opening and closing a workbook Renaming an existing workbook II. USING BASIC WORKBOOK SKILLS l Scrolling with the mouse . Selecting a cell with the keyboard . Entering text and numbers into cells . Editing cell entries . Using undo/redo Ill. WORKING WITH RANGES . Working with ranges . Selecting ranges with the keyboard and mouse . Selecting non-adjacent ranges . Selecting columns and rows . Entering values into a range . Using AutoFill IV. CREATiNG SIMPLE FORMULAS . - Using AutoCalculate and AutoSum . Using and entering formulas . Using functions . Filling cells V. COPYING AND MOVING DATA . Copying, cutting and pasting . Using drag-and-drop editing VI. USING COLUMNS AND ROWS . Changing column width . Changing row height . Adjusting columns automatically . Inserting and deleting columns and rows VII. FORMATTING CELLS . Formatting numbers . Using the currency, percent and comma styles . Increasing decimal places . Decreasing decimal places l Rotating text in a cell . Using the merge and center button . Increasing and decreasing text indent 0 Clearing formats VIII. MANAGING WORKSHEETS . Increasing magnification . Decreasing magnification . Changing range magnification . Freezing and unfreezing panes . Using multiple worksheets . Navigating between worksheets l Selecting, renaming, inserting and deleting worksheets IX. USING PAGE SETUP l Changing the page margins . Centering the worksheet . Changing page orientation . Editing headers and footers l Customizing headers and footers . Printing without gridlines X. PRINTING WORKSHEETS . Previewing a worksheet . Printing a worksheet, a selected range, multiple copies and a page range Xl. APPENDIX: USING THE OFFICE ASSISTANT LEARl\lsoFr Technology San Diego (656) 546-1400 San Jose (406) 453-7200 Group EXCEL 2000 ADVANCED Prerequisites: Excel 2000 Intermediate Length: One Day This course covers more detailed features of Microsoft Excel. Students will learn how to produce spreadsheets more efficiently with Templates, use Macros to automate their work, and create Pivot Tables to quickly summarize large amounts of data. I. CUSTOMIZING PREFERENCES . Setting view options . Setting edit options 0 Setting general options II. USING CUSTOM TOOLBARS AND BUlTONS l Creating, adding, attaching and deleting a custom toolbar . Adding button to a toolbar .* Adding a custom button to a toolbar . Assigning a macro to a button . Changing a button image . Displaying button text and images Ill. WORKING WlTH COMMENTS . Creating comments . Viewing comments . Printing comments . Using the reviewing toolbar IV. USING AUDITING TOOLS . Displaying the Auditing Toolbar . Displaying and removing precedents and dependents . Removing tracer arrows l Tracing cells causing errors V. USING MACROS . Defining macros l Opening a workbook containing macros . Running a macro . Using a shortcut key . Using the Visual Basic toolbar . Opening and using the Visual Basic Editor window VI. RECORDING MACROS . Recording and deleting a macro l Assigning a shortcut key . Using relative references l Assigning a macro to a menu . Deleting a macro from a menu VII. CREATING MACRO BUTTON . Using and creating a macro button . Copying, moving and sizing a macro button . Formatting and deleting a macro button VIII. USING PIVOT TABLES . Creating a pivot table report l Changing the source range . Inserting into the source range . Deleting from the source range l Adding new fields to a pivot table report . Moving pivot table report fields . Deleting pivot table report fields IX. USING AUTOFILTER . Enabling and using AutoFilter l Clearing AutoFilter criteria . Creating a custom AutoFilter . Disabling AutoFilter l Creating advanced AND/OR conditions X. USING TEMPLATES . Working with a template . Saving a workbook as a template . Using and editing a template . Inserting a new worksheet l Creating default templates Xl. APPENDIX: USING CONDITIONAL FORMATTING - LI ADDENDUM F-SAMPLE COURSE EVALUATIONS - LearnsofUThe City of Carlsbad Training Proposal March 1, 2001 - - A. Angeles Knowledge Helpfulness Communication Needs Organlzstlon Overall ET 767-5291 Overall Average: 4.00 Other classes you’d llko to attend: Comments and suggestlons: Debra Mantack Knowledge Helpfulnesa Communlcatlon Needs Organlzation Overall Admln 409-3211 4 4 4 4 4 4 Overall Averaga: 4.00 Other classes you’d Ilka to attend: Comments and suggestions: Instructor gave pm&al examples to more complex passages. Albert Sakr Knowledge Halpfulness Communlcatlon Needs Organlzatlon Overall P r - - ET 7674297 Overall Average: 4.00 4 4 4 4 4 Other classes you’d like to attend: Comments and suggestions: 4 Verona Hines Knowledge Helpfulness Communlcatlon Needs Organlaatlon Overall SSW 266-3714 4 4 4 4 4 4 Overall Avwage: 4.00 Other classes you’d Ilke to attend: Comments and suggestions: Tony W has been an excellent instructor. Soksann Edwards Knowledge Helpfulness Communlcstlon Naeds Organlzatlon Overall sws 2294369 4 4 4 4 A 4 Overall Average: 4.00 Other classes you’d like to attend: Comments and suggestions: Very patient Individual. Thank you. Bruce Campbell ES 684-6661 Overall Average: Knowledge Helpfulness Communlcatlon Needs Organlzatlon Overall 4.00 4 4 4 4 4 4 - - Other classes you’d Ilke to attend: Leo Pomare Knowledge Halpfulneaa 4 4 Overall Averaga: 4.00 Other classes you’d llke to attad: Bella Veitzman Knowledge Helpfulness ET 767-5266 Ovarall Averaga: 4.60 4 Other classes you’d Ilke to attend: - - 4 Jackie Prettyman Knowledge Halpfulnass WPO 666-4446 4 4 Ovarall Average: 4.00 Other classes you’d like to attend: Comments and l uggestlons: Communlcatlon Naeds Organlaatlon 4 4 4 4 Comments and auggestlons: Good Class. Needs 4 Organlzstlon 4 Comments and suggestlons: Tony was very helpful and patient. Naeds Organlaatlon 4 4 Comments and suggestions: Excellent insb’uctor and class. Thanks1 Ovemll 4 Overall 4 Overall 4 Yolanda Moeller Knowledga Helpfulnear Communlcatlon Nseds Organlaatlon Overall ICT 4 4 4 4 4 4 Overall Avamge: 4.00 Other classes you’d like to atteti Comments and suggestions: Class Averages Cumulative Averages based on 10 student reczxls. Knowledge Helpfulness Communication Needs Organitation Overall 4.00 4.00 4.00 4.00 4.00 4.00 Overall Average: 4.00 Patricia A. Jensen Employment norm Knowledge Helpfulness 4 4 Overall Average: 4.00 Other classes you’d Ilka to attand: Albert Sakr Knowledga Halpfulneas HHSA 619767-6297 3 3 Overall Average: 4.00 Othar classes you’d like to attend: Communlcatlon Needa Organlzatlon Ovemll 4 4 4 4 Comments and suggestions: Communlcatlon NOOdS Organlzation Ovemll 4 4 4 4 Comments and l uggestlons: Ouv Tear Knowledge Helpfulness Communlcatlon Neads Organlzatlon Overall 4 4 4 4 4 4 Overall Avaraga: 4.00 Other classes you’d Ilke to l ttand: Comments and l uggeatlons: Joseph Haddad Knowledge Helpfulness Communication Needs Organlzatlon Overall 4 4 4 4 4 4 Overall Averaga: 4.66 Othar classes you’d like to attend: Commanta and suggestions: Linda Leach Knowledge Helpfulness Communlcatlon Needs Organlzatlon Overall HHSA (619) 336-2066 4 4 4 4 4 4 Overall Average: 4.00 Other classes you’d like to attend: Comments and suggeslons: Thavone Manivone Knowledge Helpfulness Communlcstlon Needs Organlzatlon Overall 4 4 4 4 4 4 Overall Aversge: 4.00 Other classes you’d like to attend: Comments and suggertlons: P DONNA BOYCE Knowledge Helpfulness Communlcatlon Needs Organlzatlon Overall 4 4 4 4 4 4 Overall Avamge: 4.00 Othar classes you’d Ilke to attend: Comments and suggastlons: Renee Damon Knowledge Helpfulness Communlcstlon Needs Organlzatlon Overall Seaetary 760-g45-4660 Overall Average: 4.00 4 4 4 4 4 4 Other classes you’d llke to attend: Comments and suggestions: Vary nice atmosphere and professional staff. I enjoyed the course and will uselt In my work. Thank you. Delia anda Knowledge Helpfulneaa Social Selvlces (656)495-5911 3 3 Ovamll Avuage: 4.00 Other classes you’d like to attend: Kathleen McGlown Knowledge Helpfulness AIDS Waiver Program 6564955771 4 4 Overall Average: 4.00 Othar classes you’d Ilk8 to attend: Communlcatlon 3 Naeds 4 Organlzatlon 4 Ovemll 3 Comments and suggestions: Communlcatlon 4 Naeds 4 Organlzatlon 4 Overall 4 Comments and auggastlons: Instructor was very Interesting and knowledgeable of the test. We enjoyed him very much. Class Averages Cumulatlva Averages based on 10 student records. Knowledge Helpfulness Communication Needs Organization Overall 3.80 3.80 3.90 4.00 4.00 3.90 Overall Average: 3.90 - - Keisha Hill Knowledge Helpfulness Health and human Services (619) 266-3766 3 3 Ovarall Average: 3.00 Other classaa you’d Ilk8 to attend: larry samons Knowledge Helpfulness Public Haalth Laboratory (619) 692-6600 4 4 Overall Average: 3.00 Other claaaas you’d Ilka to attend: Communlcatlon Needs 3 3 Organlzatlon 3 Overall 3 Comments and l uggesUona: Communlcatlon 4 Naeds Organlzatlon Overall 4 4 4 Comments and l uggesUona: Excellent Rrst class. I’m able to use PowerPoint effectively without further dasses. malinda lea1 Kwwledge Helpfulneas Communlcatlon Nseds Organlzatlon Overall Children’s Mental Health 6495954400 4 4 4 4 4 4 Overall Avarage: 3.00 - Other classes you’d Ilk8 to attend: Comments and auggestlons: Heidi Knowledge Helpfulness Communication Needs Organizatlon Overall Mopti= (656)604-5366 4 4 4 4 4 Overall Averaga: 3.00 Other classes you’d Ilke to attend: Commants and suggestions: Excellent, thanks 4 Michelle Paruarella Foster Care (656) 694-6314 Knowledge Helpfulness Communlcatlon Needs Organlzatlon Overall Overall Average: 3.00 Other classes you’d Ilka to attend: Comments and auggestlons: This class was great1 I can’t wait to take the advanced course and I hops In it I will be able to usa sound and demonstrate en actual presentation (on a slide screen). Diana Figueroa Knowledge Helpfulness Communlcatlon Needs Organlzatlon Overall Adoptions 656-6g4-5367 4 4 4 4 4 Overall Average: 3.00 Other claaaes you’d llke to attend: Comments and suggestions: 4 Linda Leach Knowledge Helpfulness Communlcatlon Needs Organlzstlon Overall (619) 336-2066 4 4 4 4 4 4 - Overall Average: 3.00 Other classes you’d Ilk8 to attend: Comments and suggestlons: Dam Pham Soda1 Services (656)6Q4-6697 Knowledge Helpfulnear Communlcatlon NWdS Organlzatlon Overall 4 4 4 4 4 4 Ovarall Avarage: 3.00 Other classes you’d Ilko to attend: Comments and suggestlons: It’s a vary interesting and helpful course - Susan Alforque Knowledge Helpfulnass Communlcatlon Naads Organizatlon Overall Clerical (619) 266-3666 3 4 3 4 4 Ovarall Average: 3.00 Other claasas you’d Ilk8 to attand: Comments and suggestions: 3 Class Averages Cumulative Averages based on 9 student naawds. Knowledge Helpfulness Communication Needs Organization Overall 3.78 3.89 3.78 3.89 3.89 3.78 Overall Average: 3.83 .- Michelle Dearborn Knowledge Helpfulness 4 4 Owmll Awmge: 4.00 Other classor you’d llko to attend: Ann Cromer Knowledge Helpfulness PhnnacY 61 g-692-5566 4 4 Owrall Average: 4.00 0th~ classes you’d like to attend: tim nou Knowlodge Hslpfulness hhsa 619-2294350 4 3 Owrall Awrage: 4.00 Other classor you’d Ilke to attend: Communlcatlon Needs Organlzatlon Overall 4 4 4 4 Comments and suggestlons: Communlcatfon Nesds 4 4 OrganfzaUon 4 Overall 4 Comments and suggestlons: VERY INFORMATIVE CLASS Communkatkm 3 Needs 3 Organlzatlon 3 Overall 4 Comments and suggestions: Patricia A. Jensen Knowledge Helpfulness Communlcatlon Needs Organlzatlon Overall HHSA 4 4 4 4 4 4 Owrall Awmge: 4.00 Other classes you’d like to attend: Comments and suggestions: Great Class1 Sandra Coine Knowledge Helpfulness Communlcatlon Needs Organfzatlon Overall Aging 6 Independence 4 4 4 4 4 4 (856) 495-5327 Overall Avemge: 4.00 Other classes you’d Ilke to attend: Comments and suggestlons: Instructor was wry good. The infopmation was wry deep and detailed. I hope I can retain the Information and use it with the current system that was created. Helen Tate Knowledge Helpfulness Communlcatlon Needs Organlutlon Overall HHSA 4 4 4 4 4 4 Ovemll Awmge: 4.00 Other classes you’d like to attend: Comments and suggestions: - - Savane Sengchan Knowledge Helpfulness HHSA 4 4 Owrsll Avenge: 4.00 Other classes you’d Ilko to attend: Communlcstion Needs Organlzstlon Ovemll 4 4 4 4 Comments snd suggestlons: Class Averages Cumubtiw Averages based on 7 student fecufds. Knowledge Helpfulness Communication Needs Organiration Overall 4.00 3.86 3.86 3.86 3.86 4.00 Overall Average: 3.90 - - - - II ADDENDUM G -SAMPLE MONTHLY REPORTS II LeamsofUThe City of Carlsbad Training Proposal March 1, 2001 HEWLETT PACKARD (HE WO2000) - Period From 6/12/00 To l/22/01 Tuesday, February 27,2001 Date Invoice # Student # Student Name Amount Coupon Receipt Credit Balance Bill # - Course Name/#: ACCESS 2000 INTRO/AC2001 l/16/01 114948 ALVOOI MERCEDES ALVEREZ 8305 $225.00 $225.00 SO.00 50089 Total of 6 students for Course # AC2001: s225.00 S225.00 so.00 Course NameHi: EXCEL 97 INTRODUCTION/EX971 - lR5lOO 112758 HOW003 BOB HOWARD #4182 5225.00 5225.00 $0.00 14768 Total of 8 students for Course # EX971: S225.00 S225.00 so.00 - Course Name/#: INTERNET HTML INTRO/HTMLl 6/13/00 112167 POWOOI BARBARA POWELS #7330 $355.50 $355.50 so.00 SO.00 14476 Total of 4 students for Course # HTMLl: S355.50 s355.50 so.00 so.00 -- Course Name/#: JAVA SCRIPT INTERMEDIATE/JAVASZ 8/24/00 113085 ALBOOI PAUL ALBIZ S495.00 $495.00 SO.00 14994 _ 8R4/00 113086 VELO03 TIFFANY VELA s495.00 S495.00 SO.00 14994 Total of 6 students for Course # JAVAS2: s990.00 s990.00 so.00 - Course Name/#: MICROSOFT PROJECT 98/MSPW98 6/l 2/00 111774 BABOOI MADHU BABU S595.00 $595.00 $0.00 14470 6/lUOO 111773 HUN007 KATHYRN HUNT $595.00 s595.00 so.00 14470 7/l 2100 112369 LIB002 PERRY LIBER $595.00 $595.00 $0.00 14677 l/2/01 113708 ALL005 SHELA ALLEN S595.00 $595.00 so.00 $0.00 Canceled Total of 29 students for Course # MSPW98: S2$80.00 S2~SO.00 so.00 so.00 - Course Name/#: POWERPOINT 2000 INTERMEDIATE/PPTZOZ l/9/01 II4714 TRA003 KIM CHI TRAN 5366 $225.00 $225.00 so.00 50046 - Total of 4 students for Course # PPT202: S225.00 S225.00 so.00 Course Name/#: PRACTICAL SQL 7.OISQLP l/22/01 114712 ALBOOI PAUL ALBIZ 3625.50 5625.50 SO.00 50127 l/22/01 II4711 GRAOIO JOHN GRAF S625.50 $625.50 SO.00 50127 IRZlOl II4713 VEL003 TIFFANY VELA $625.50 $625.50 $0.00 50127 Total of 33 students for Course # SQLP: S1,876.50 Sl,876.50 so.00 - Course Name/#: WORD 2000 INTERMEDIATE/WWZOOZ I l/17/0 114278 CHU002 HUU LE CHU S225.00 $225.00 so.00 15739 - Total of 8 students for Course # WW2002: S225.00 S225.00 so.00 Course Name/#: XML INTRODUCTION/XML - 9/14/00 113192 Xl000 1 SHIRLEY XIONG Total of 7 students for Course # XML: S995.00 $995.00 so.00 15154 s995.00 s995.00 so.00 - Total No. of Students: 105 Grand Total for Period: s7.497.00 s7,497.00 so.00 so.00 compw RIpm Glvbpd b” covse. SLVWJ b” ome Page I 0Ji HEWLETT PACKARD (HE WO2000) - Period From 6/12/00 To l/22/01 Tuesday, February 27, 2001 Date Course Invoice # Student # Student Name Amount Coupon Receipt Credit Balance Bill # - 6/12/00 MSPW98 111774 BABOOl MADHU BABU $595.00 $595.00 $0.00 14470 MSPW98 111773 HUN007 KATHYRN HUNT $595.00 $595.00 $0.00 14470 6/13/00 HTMLI 112167 POW001 BARBARA POWELS #7330 $355.50 $355.50 $0.00 $0.00 14476 - 7/12/00 MSPW98 112369 LIB002 PERRY LIBER $595.00 $595.00 $0.00 14677 7l25tOO EX971 112758 HOW003 BOB HOWARD #4 182 $225.00 $225.00 $0.00 14768 8/24/00 JAVASZ 113085 ALBOOI PAUL ALBIZ $495.00 $495.00 $0.00 14994 JAVASZ 113086 VEL003 TIFFANY VELA $495.00 $495.00 $0.00 14994 - 9/14/00 XML 113192 Xl000 1 SHIRLEY XIONG $995.00 $995.00 $0.00 15154 1 l/17/00 WW2002 114278 CHU002 HUU LE CHU S225.00 $225.00 $0.00 15739 lf2JOl MSPW98 113708 ALL005 SHELA ALLEN $595.00 $595.00 $0.00 $0.00 Canceled - l/9/01 PPT202 114714 TRAO03 KIM CH1 TRAN 5366 $225.00 $225.00 $0.00 50046 l/16/01 AC2001 114948 ALVOO 1 MERCEDES ALVEREZ 8305 $225.00 $225.00 $0.00 50089 l/22/01 SQLP 114712 ALBOOI PAUL ALBIZ $625.50 $625.50 $0.00 50127 SQLP 114711 GRAOlO JOHN GRAF $625.50 $625.50 $0.00 50127 SQLP 114713 VEL003 TlFFANY VELA $625.50 $625.50 $0.00 50127 Total Count: 15 Grand Total for Period: $7,497.00 $7,497.00 $0.00 $0.00 Page I of I HEWLETT PACKARD (HE WO2000) Tuesday, Februav 27,200l - Period From 6.12/00 To l/22/01 Student Name Date Course Invoice # Student # Amount Coupon Receipt Credit Balance Bill # - PAUL ALBIZ 8124100 JAVASZ 113085 ALBOOl $495.00 $495.00 $0.00 14994 l/22/01 SQLP 114712 ALBOOl $625.50 $625.50 $0.00 50127 SHELA ALLEN l/2/01 MSPW98 113708 ALL005 $595.00 $595.00 $0.00 $0.00 Canceled - MERCEDES ALVEREZ 8305 l/16/01 AC2001 114948 ALVOO 1 $225.00 $225.00 $0.00 50089 MADHU BABU 6/12/00 MSPW98 111774 BABOOl $595.00 $595.00 $0.00 14470 - HUULECHU 1 l/l 7100 WW2002 114278 a-No02 $225.00 $225.00 $0.00 15739 JOHN GRAF lR2lOl SQLP 114711 GRAOlO $625.50 $625.50 $0.00 50127 BOB HOWARD #4 182 7R5lOO EX97 1 112758 HOW003 $225.00 $225.00 $0.00 14768 KATHYRNHUNT 6/12/00 MSPW98 111773 HUN007 $595.00 $595.00 $0.00 14470 PERRY LIBER 7llUOO MSPW98 112369 LIB002 $595.00 $595.00 $0.00 14677 BARBARA POWELS #7330 6/13/00 HTMLI 112167 Pow00 1 $355.50 $355.50 $0.00 $0.00 14476 - KIM CH1 ‘IRAN 5366 l/9/01 PPT202 114714 TRAoo3 $225.00 $225.00 $0.00 50046 TIFFANY VELA 8/24/00 JAVAS2 113086 VELO03 $495.00 $495.00 $0.00 14994 ll22lOl SQLP 114713 VEL003 $625.50 $625.50 $0.00 50127 SHIRLEY XIONG 9/14/00 XML 113192 XmOo1 $995.00 $995.00 $0.00 15154 Total Count: 15 Grand Total for Period: $7,497.00 $7,497.00 $0.00 $0.00 Page I of I HEWLETT PACKARD (HE WO2000) - Period From 6/12/00 To l/22/01 Tuesday, Febmaty 27, XKII Inv No Inv Dat Student Name Course Date Amount Coupon Receipt Credit Balance Bill # - 111773 5/l o/o0 KATHYRN HUNT MSPW98 6/12/00 $595.00 $595.00 $0.00 14470 111774 5/10/00 MADHU BABU MSPW98 6/12/00 $595.00 $595.00 $0.00 14470 112167 6/8/00 BARBARA POWELS #7330 HTMLl 6/13/00 $355.50 $355.50 $0.00 $0.00 14476 - I 12369 6/30/00 PERRY LIBER MSPW98 7/12/00 $595.00 $595.00 $0.00 14677 112758 7/24/00 BOB HOWARD #4182 EX97 1 7/25/00 $225.00 $225.00 $0.00 14768 I 13085 8/24/00 PAUL ALBLZ JAVASZ 8/24lOO $495.00 $495.00 $0.00 14994 113086 8/24/00 TIFFANY VELA JAVASZ 8R4lOO $495.00 $495.00 $0.00 14994 113192 8/30/00 SHIRLEY XlONG XML 9/14/00 $995.00 $995.00 $0.00 15154 113708 10/13/00 SHELA ALLEN MSPW98 l/2/01 $595.00 $595.00 $0.00 $0.00 Canceled 114278 1 l/15/00 HUU LE CHU Ww2002 I l/17/00 $225.00 $225.00 so.00 15739 - 114711 12/27/00 JOHN GRAF SQLP l/22/01 $625.50 $625.50 $0.00 50127 114712 12/27/00 PAULALBlZ SQLP lmfO1 $625.50 $625.50 $0.00 50127 114713 12/27/00 TIFFANY VELA SQLP l/22/01 $625.50 $625.50 $0.00 50127 - 114714 12/27/00 KIM CHITRAN 5366 PPT202 l/9/01 $225.00 $225.00 $0.00 50046 114948 l/12/01 MERCEDES ALVEREZ 8305 AC200 1 l/16/01 $225.00 $225.00 $0.00 50089 Total Count: 15 Grand Total for Period: 57,497.OO $7,497.00 $0.00 $0.00 Capn” RIpm ImlNhwces I. I ADDENDUM H - LEARNSOFT PUBLIC COURSE SCHEDULE II I’ 11 LearnsofUThe City of Carlsbad Training Proposal March 1, 2001 II ADDENDUM I -CITY OF CARLSBAD ADDENDUM 1 II Learnsoftrrhe City of Carlsbad Training Proposal March 1, 2001 - - - - - - - C c” City of Carlsbad February 23,200l ADDENDUM NO. 1 RE: REQUEST FOR PROPOSAL - CARLSBAD ACADEMY TECHNOLOGY TRAINING SERWCES Please include the attached addendum in the Request for Proposal you received for the above project. This addendum - receipt acknowledged - must be attached to your Proposal Form when your response is submitted. IT Project Manager Attachment I ACKNOWLEDGE RECEIPT OF ADDENDUM NO. 1 -x, 1635 Faraday Avenue - Cartsbad. CA 92008-7314 - (760) 602-2450 - FAX (760) 602-8555 - 1. Do we have to bid on every class or just on Microsoft & Citrix. Answer: Using the training matrix contained within the RFP, indicate the courses your firm is prepared to teach and the price associated for each. - For example: If your firm’s training program only offers the Microsoft and Citrix courses, please quote prices for these courses and no others. - 2. We have Master CNE’s and probably can put on a non-authorized Novell class. Would you like us to go forward with that? Answer: No. 3. Do you anticipate growing a Citrix server Farm. Answer: Yes, although training in this area would be very limited. 4. Please confirm the number of workstations in your classroom. Answer: 12 student workstations, plus 1 instructor workstation. 5. Will we need to provide technical assistance in setting up the classroom for the class? - Answer: No, unless course specific student exercises / databases need to be placed on the workstations or servers. The Information Technology Department maintains the training lab and all the systems contained therein. Please note that a contact at your firm would need to be named in case of questions or clarification for the non-routine courses. - 6. If we provide both an instructor-led class and a web-based class for the requested subject, do you want both listed? - Answer: Yes. While the web-based training is listed as an optional objective, it is something the City is seriously researching. Response to Vendor Questions - Z/21/01 -l- 7. What is the length of the contract? - - - Answer: Professional Service Agreements of this type are typically written for a 1 (one) year period of time with the possibility of 3 - 1 (one) year extensions. 8. Should we price technical training on 12 students per class or in smaller groups? Answer: Ideally training costs would be based per day / per course, with the maximum number of students being 12. However, if the number of students per class impacts the cost of providing training, please bid based on a max of 6 students per class for technical courses. 9. Which vendors were sent an RFP? Answer: Soft-Train, Copernicus, GTC Systems, New Horizons, Vortex Data Systems, Leinhard Consulting, Hanson Consulting Group, Equi-Pro Consulting, Executrain, Learnsoft. 10. Will there be a primary and secondary training vendor selected? Answer: The goal is to select one vendor that can meet most, if not all of the City’s training needs. Should that not be possible, other scenarios will be investigated. 11. What is the budget for this project? Answer: The Carlsbad Academy has an estimated budget of $120,000 per year. This figure has been submitted for fiscal year 2001-2002 (our fiscal year is July 1 through June 30) and is awaiting City Leadership Team and Council approval. Again, this is an estimated figure. 12. Who holds the contract with the City currently. Answer: Leinhard Consulting Group. 13. Can we have a copy of the existing agreement? Answer: The existing agreement is attached. Response to Vendor Questions - Z/21/01 -2- 14. Within your current process for registering students. Do you have an evaluation system incorporated? Meaning, do you currently have a way to evaluate students experience levels with different products, or is it up to them to decide what classes they want to take? Answer: Each class offered through the Carlsbad Academy has a pre- requisite. This information is meant to provide the students with a baseline for each course, as well as to prevent too great a variation in knowledge or skill sets. Prior to enrolling in the class the student is asked to “self-verify m that the needed pre-requisites have been met. It is anticipated that the vendor would provide the City with this information along with the course description and content outline to facilitate this process. In addition to the skill level pre-requisite, students are asked to obtain supervisor approval. 15. Will all training occur on-site at City facilities. Answer: Yes, that is the goal. There may be a few specialized technical classes where IT Staff would go off-site, but this is the exception. 16. Is the City planning to utilize Citrix XP technology. Answer: Citrix is leveraged for remote access only at this time and runs under Windows 2000. 17. Is there a preference of NT over Solaris operating systems? Answer: NT 18. Is the City interested in offering the MOUS (MS Office User Specialist) certification program? Answer: No, not at this time. C Response to Vendor Questions - 2/21/01 -3- - I ch I cb~abwbb~ wr nunccrwo* b _* ,. a e 0 The agreement dated the eighth day of May, 1998, to provide the necessary application development and training services as needed between the City of Carlsbad, a municipal corporation and Lienhard Consulting Group is hereby extended for a period of one year ending on /26!& ‘7 AMI . All other provisions in the original agreement shall remain in full force and effect. All insurance policies to be maintained by Contractor shall be extended to include coverage for this extension period. CITY OF CARLSBAD, a municipal CONTRACTOR: By: (sign here) (print name/title) corporation of the State of @@ H -cJv DATE PLEA% SEE ATTACHED ~K)RNlAACKNOlNLED6MENI (Proper notarial acknowledgment of execution by Contractor must be attached. Chairman, president or vice-president and secretary, assistant secretary, CFO or assistant treasurer must sign for corporations. Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation.) APPROVED AS TO FORM: 1 O/l 6/95 State of California an Diego ss. County of On rm 5 z&)0 e ” before me Danielle Powell, Notary Public ‘DATE) v\/enWI T. ti&mp , t NOTARY I personally appeared SKINER~S) cl- -OR--P roved to me on the basis of satisfactory evidence to be. the person& whose nameh) Gh e subscribed to the within instrument and , acknowledged to me tha@$ie/&ey executed the same in his 0 r/heir authorized capacity(&),: and that by@h,erweir signatures(&) on the instrument the person(s), or the entity -upon behalf of which the person&) acted, executed the instrument. d and official seal. OPTIONAL INFORMATIaN . The information below is not required by law. However, it could prevent fraudulent attachment of this acknowl- edgement to an unauthorized document. CAPACITYCL+AIMEDBYSICNER(PRINCIPAL) DESCRIPTIONOFATTACHEDDOCUMENT q INDIVIDUAL 0 CORPORATEOFFICER TITLES) 13 PARTNER(S) c] ATTORNEY-IN-FACT 0 TRUSTEE(S) 0 GUARDIAN/CONSERVATOR q OTHER: SIGNERISREPRESENTING: NAME OF PERSON(S) OR ENT~TYIIES) TITLEORTYPEOFDOCUM%lT *I mqe NUM~ERO~PAGE~~ DATEOFDOCUMENT E RIGHTTHUMBPRINT I OF B s SIGNER c, ‘0 . L .4PA 5199 VALLEY-SIERRA. KKI-362-3369 EXHIBIT A Computer Services Price List Computer Service Application Programming: Price Visual Basic, Access, Word, Excel, PowerPoint or other standard business programs $150 per hour Consultations Individual Training Software documentation/ Training guide development On-Site training at City of Carlsbad’s facilities. Maximum 10 students per class Roamer at City of Carlsbad Training at Lienhard Consulting Group’s facility. Maximum 10 students per class $100 per hour $100 per hour $100 per hour $750 per day $750 per day $600 for half day $1,200 for full day . - .’ .- . . -. .’ ’ m I AGREEMENT THIS AGREEMENT is made and entered into as of the c-g+” day of - ww , 19% by and between the CITY OF CARLSBAD, a municipal corporation, hereinafter referred to as “City”, and Lienhard Consulting Group, hereinafter referred to as “Contractor.” City requires the services of a Contractor to provide the necessary application development and training services as needed; and Contractor possesses the necessary skills and qualifications to provide C the services required by the City; NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows: 1. t CTOR S OBLIGATIONS The Contractor shall train City staff in the use of various standard City applications as needed. The City’s training facility may be used for this instruction. B. The Contractor shall provide programming and application development as needed. A. The City shall provide a training room with 10 personal computers for training conducted at the City. B. The City shall ensure the software necessary to utilize the applications developed by the Consultant is installed on the computers required to run these applications. A. Realizing that requirements for training will differ between applications taught, the City and the Consultant will agree to content, length, date and time of each class a minimum to of 10 days prior to the beginning of each class. rev. 10122197 - . -. 9 I .- ’ - - - B. Realizing each application to be developed may be different, the City and the Consultant will address each one separately and agree to functionality, deliverables and time frames. Extensions of time may be granted if requested by the Contractor and agreed to in writing by the City. The City will give allowance for documented and substantiated unforeseeable and unavoidable delays not caused by a lack of foresight on the part of the Contractor, or delays caused by City inaction or other agencies’ lack of timely action. 4. The total fees payable for the services to be performed during the contract year shall not exceed $25,000. Training services shall be billed at a daily rate and programming and other services shall be billed a hourly rate as set forth in Exhibit “A”. No other compensation for services will be allowed except those items covered by supplemental agreements per Paragraph 7, “Changes in Work.” The City reserves the right to withhold a ten percent (10%) retention until the project has been accepted by the City. Incremental payments should be made as follows: Contractor shall submit invoices to the City for payment on a monthly basis for services performed that month itemized and subtotaled by type of service, i.e. training or programming. 5. aURATlON This agreement shall extend for a period of one (1) year from date thereof. The contract may be extended by the City Manager for three (3) additional one (1) year periods or parts thereof, based upon a review of satisfactory performance and the City’s needs. The parties shall prepare extensions in writing indicating effective date and length of the extended contract. 6. PAYMENT Payment of approved items on the invoice shall be mailed to the Contractor within 30 days of receipt of the invoice. 7. FlNAL Within 14 days of completion and approval of a specified project the Contractor shall deliver to the rev. 10/22/97 2 .- . . -. , : 1 - If, in the course of the contract, changes seem merited by the Contractor or the City, and informal consultations with the other party indicate that a change in the conditions of the contract is warranted, the Contractor or the City may request a change in contract. Such changes shall be processed by the City in the following manner: A letter outlining the required changes shall be forwarded to the City by Contractor to inform them of the proposed changes along with a statement of estimated changes in charges or time schedule. A Standard Amendment to Agreement shall be prepared by the City and approved by the City according to the procedures described in Carlsbad Municipal Code Section 3.28.172. Such Amendment to Agreement shall not render ineffective or invalidate unaffected portions of the agreement. -. 9. COVENANTS AGY The Contractor warrants that their firm has not employed or retained any company or person, - other than a bona fide employee working for the Contractor, to solicit or secure this agreement, and that d. Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this agreement. For breach or violation of this warranty, the City shall have the right to annul this agreement without liability, or, in its discretion, to deduct from the agreement price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fees, gift, or contingent fee. 10. ISCFWjJlATION Cl AUSE The Contractor shall comply with the state and federal laws regarding nondiscrimination. 11. -ATION OF CONTRACT In the event of the Contractor’s failure to prosecute, deliver, or perform the work as provided for in - this contract, the City Manager may terminate this contract for nonperformance by notifying the Contractor by certified mail of the termination of the Contractor. The Contractor, thereupon, has five (5) working days City all documents and/or programs developed during the course of the specified project. 8. CHANGES rev. 10/22/97 3 to deliver said documents owned by the City and all work in progress to the City Information Systems Manager. The Information Systems Manager shall make a determination of fact based upon the documents delivered to City of the percentage of work which the Contractor has performed which is - usable and of worth to the City in having the contract completed. Based upon that finding as reported to the City Manager, the Manager shall determine the final payment of the contract. This agreement may be terminated by either party upon tendering thirty (30) days written notice to the other party. In the event of such suspension or termination, upon request of the City, the Contractor shall assemble the work product and put same in order for proper filing and closing and deliver said - product to City. In the event of termination, the Contractor shall be paid for work performed to the termination date; however, the total shall not exceed the lump sum fee payable under paragraph 4. The City Manager shall make the final determination as to the portions of tasks completed and the compensation to be made. 12. DISPUTES 2 If a dispute should arise regarding the performance of work under this agreement, the following procedure shall be used to resolve any question of fact or interpretation not otherwise settled by agreement between parties. Such questions, if they become identified as a part of a dispute among - persons operating under the provisions of this contract, shall be reduced to writing by the principal of the Contractor or the City Information Systems Manager. A copy of such documented dispute shall be forwarded to both parties involved along with recommended methods of resolution which would be of benefit to both parties. The City Information Systems Manager or principal receiving the letter shall reply to the letter along with a recommended method of resolution within ten (10) days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the dispute shall be forwarded to the City Council for their resolution through the Office of the City Manager. The City Council may then opt to consider the directed solution to the problem. In such cases, the action of the City Council shall be binding upon the parties involved, although nothing in this procedure shall prohibit the parties seeking rev. 10/22/97 4 . . .* L * . . ; I - remedies available to them at law. 13. &Alj!M AND LAWSUB The Contractor agrees that any contract claim submitted to the City must be asserted as part of the contract process as set forth in this agreement and not in anticipation of litigation or in conjunction with litigation. The Contractor acknowledges that if a false claim is submitted to the City, it may be considered fraud and the Contractor may be subject to criminal prosecution. The Contractor acknowledges that California Government Code sections 12650 et sea,, the False Claims Act, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If the City of Carlsbad seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorney’s fees. The Contractor acknowledges that the filing of a false claim may subject the Contractor to an administrative debarment proceeding wherein the Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five years. The Contractor acknowledges debarment by another jurisdiction is grounds for the City of Carlsbad to disqualify the Contractor from the selection process. a& Initial) The provisions of Carlsbad Municipal Code sections 3.32.025, 3.32.026, 3.32.027 and 3.32.028 pertaining to false claims are incorporated herein by reference. &l&i Initial) 14. STATUS OF THE CONTRACTOR The Contractor shall perform the services provided for herein in Contractor’s own way as an independent Contractor and in pursuit of Contractor’s independent calling, and not as an employee of the City. Contractor shall be under control of the City only as to the result to be accomplished, but shall consult with the City as provided for in the request for proposal. The persons used by the Contractor to provide services under this agreement shall not be considered employees of the City for any purposes whatsoever. The Contractor is an independent Contractor of the City. The payment made to the Contractor 5 rev. 1 O/22/97 . . . .- -. : * - pursuant to the contract shall be the full and complete compensation to which the Contractor is entitled. The City shall not make any federal or state tax withholdings on behalf of the Contractor or his/her employees or subcontractors. The City shall not be required to pay any workers’ compensation insurance - or unemployment contributions on behalf of the Contractor or his/her employees or subcontractors. The Contractor agrees to indemnify the City within 30 days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers’ compensation payment which the City may be required to make on behalf of the Contractor or any employee or subcontractor of the Contractor for work - done under this agreement or such indemnification amount may be deducted by the City from any balance owing to the Contractor. The Contractor shall be aware of the requirements of the Immigration Reform and Control Act of 1986 and shall comply with those requirements, including, but not limited to, verifying the eligibility for employment of all agents, employees, subcontractors and Consultants that are included in this agreement 15. HOLD HARMLESS Contractor agrees to indemnify and hold harmless the City of Carlsbad and its officers, officials, employees and volunteers from and against all claims, damages, losses and expenses including attorneys fees arising out of the performance of the work described herein caused by any willful misconduct, or negligent act, or omission of the contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable. 16. ASSIGNMENT OF CONTRACT The Contractor shall not assign this contract or any part thereof or any monies due thereunder without the prior written consent of the City. 17. SUBCONTRACTlNO If the Contractor shall subcontract any of the work to be performed under this contract by the Contractor, Contractor shall be fully responsible to the City for the acts and omissions of Contractor’s subcontractor and of the persons either directly or indirectly employed by the subcontractor, as Contractor rev. lo/22197 6 - is for the acts and omissions of persons directly employed by Contractor. Nothing contained in this contract shall create any contractual relationship between any subcontractor of Contractor and the City. The Contractor shall bind every subcontractor and every subcontractor of a subcontractor by the terms of this contract applicable to Contractor’s work unless specifically noted to the contrary in the subcontract in question approved in writing by the City. 18. PROHIBITED No official of the City who is authorized in such capacity on behalf of the City to negotiate, make, accept, or approve, or take part in negotiating, making, accepting, or approving of this agreement, shall become directly or indirectly interested personally in this contract or in any part thereof. No officer or employee of the City who is authorized in such capacity and on behalf of the City to exercise any executive, supervisory, or similar functions in connection with the performance of this contract shall become directly or indirectly interested personally in this contract or any part thereof. 19. BAL AGREEMENT OR CONVEW No verbal agreement or conversation with any officer, agent, or employee of the City, either before, during or after the execution of this contract, shall affect or modify any of the terms or obligations herein contained nor entitle the Contractor to any additional payment whatsoever under the terms of this contract. 20. SUCCESSORS OR ASSIGNS Subject to the provisions of Paragraph 15, “Hold Harmless Agreement,” all terms, conditions, and provisions hereof shall inure to and shall bind each of the parties hereto, and each of their respective heirs, executors, administrators, successors, and assigns. 21. EFFECTrVE 22. This agreement shall be effective on and from the day and year first written above. CONFLICT OF INTEREST The City has determined, using the guidelines of the Political Reform Act and the City’s conflict of 7 rev. 10122/97 . ,. . -. - . interest code, that the Contractor will not be required to file a conflict of interest statement as a requirement of this agreement. However, Contractor hereby acknowledges that Contractor has the legal responsibility for complying with the Political Reform Act and nothing in this agreement releases - - Contractor from this responsibility. 23. &lSlJRAN~ The Contractor shall obtain and maintain for the duration of the contract and any and all amendments insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the work hereunder by the Contractor, his agents, representatives, - employees or subcontractors. Said insurance shall be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best’s Key Rating of not less than “A-Y and shall meet the City’s policy for insurance as stated in Resolution No. 91-403. A. . . CoveraW Contractor shall maintain the types of coverages and minimum limits indicated herein, unless a lower amount is approved by the City Attorney or City Manager: 1. Comprehensive General Liability Insurance. $1 ,OOO,OOO combined single-limit per occurrence for bodily injury, personal injury and property damage. If the submitted policies contain aggregate limits, general aggregate limits shall apply separately to the work under this contract or the general aggregate shall be twice the required per occurrence limit. 2. Automobile Liability (if the use of an automobile is involved for Contractor’s work for the City). $1 ,OOO,OOO combined single-limit per accident for bodily injury and property damage. 3. Workers’ Compensation and Employer’s Liability. Workers’ Compensation limits as required by the Labor Code of the State of California and Employer’s Liability limits of $l.OOO,OOO per accident for bodily injury. B. . . row-. rev. lo/22197 6 . . . * . . Contractor shall ensure that the policies of insurance required under this agreement contain, or are endorsed to contain, the following provisions. 1. The City shall be named as an additional insured on all policies excluding Workers’ Compensation and Professional Liability. 2. The ‘Contractor shall furnish certificates of insurance to the City before commencement of work. 3. The Contractor shall obtain occurrence coverage, excluding Professional Liability which shall be written as claims-made coverage. 4. This insurance shall be in force during the life of the agreement and any extension thereof and shall not be canceled without 30 days prior written notice to the City sent by certiied - mail. 5. If the Contractor fails to maintain any of the insurance wverages required herein, then the City will have the option to declare the Contractor in breach, or may purchase replacement insurance or pay the premiums that are due on existing policies in order that the required wverages may be maintained. The Contractor is responsible for any payments made by the City to obtain or maintain such insurance and the City may collect the same from the Contractor or deduct the amount paid from any sums due the Contractor under this agreement. 24. WPONSlBLE PARTIES The name of the persons who are authorized to give written notices or to receive written notice on behalf of the City and on behalf of the Contractor in connection with the foregoing are as follows: For City: Title Name Address For Contractor: Title 9 rev. 1 O/22/97 . . . . . - - ; - . . . Name Address Architect/License Number: Architect/License Number: 25. BUSlNESS Contractor shall obtain and maintain a City of Carlsbad Business License for the duration of the contract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26. ENTIRE AG- This agreement, together with any other written document referred to or contemplated herein, embody the entire agreement and understanding between the parties relating to the subject matter hereof. Neither this agreement nor any provision hereof may be amended, modified, waived or discharged except by an instrument in writing executed by the party against which enforcement of such amendment, waiver or discharge is sought. Executed by Contractor this day of 37& CONTRACTOR: , /P (name of Contrac By: (sign here) rev. 10/22/97 - -. *- -. . . * 0 . (sign here) (print name/title) - ATTEST: City Clerk (Proper notarial acknowledgment of execution by Contractor must be attached.) - (President or vice-president and secretary or assistant secretary must sign for corporations. If only one officer signs, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering that officer to bind the corporation.) APPROVED AS TO FORM: RONALD R. BALL City Attorney BY rev. 10122197 11 EXHIBIT A Computer Services Price List Computer Service Application Programming: Price Visual Basic, Access, Word, Excel, PowerPoint or other standard business programs $100 per hour Consultations: Individual Training: Software documentation/ Training guide development On-Site training at City of Cartsbad’s facilities. Maximum 10 students per class Roamer at City of Carlsbad Training at Lienhard Consulting Group’s facility. Maximum 10 students per class. $100 per hour $100 per hour $100 per hour $500 per day $500 per day $500 for half day $1,000 for full day rev. 1 O/22/97 17 $FORNIA ALL-PURPO CKNOWLEDGMENT State of tYdJmrA county of MU D-0 On d@Of wR’c 1*8 before me, bhZ4-f~ hZ$l-42WW , N07iWVf?i&%11 OATE NAME. WILE OF OFFiCER. E.G.. -JANE WE. NOTARY PUBLIC personally appeared - u%peLc Ffc/c ~/ew+ewz - t \A NAME3 OF SlGNEillSI IJ personally known to me - OR -& proved to me on the basis of satisfactory evidence to be the person(Sj whose name(Y) is/&e subscribed to the within instrument and ac- knowledged to me that he/&@&q executed the same in his/@er/tb&r authorized capacity(iw, and that by his/h&/tt@rir signaturew on the instrument the person& or the entity upon behalf of which the persoqQ.)j, executed the instrument. Description of Attached Document Title or Type of Document: Document Date: OPTIONAL Capacity(ies) Claimed by Signer(s) Sianer’s Name: E Individual E Corporate Officer Title(s): 0 Fartner - !I Limited 0 General E Attorney-in-Fact 0 Trustee 6 Guardian or Conse~ator II Other: Number of Pages: Signer’s Name: E Individual II Corporate Officer Title(s): II Partner - 0 Limited E General E Attorney-in-Fact 6 Trustee II Guardian or Conservator 6 Other: -4 Tel; of mmto here ~~ Signer Is Representing: Signer Is Representing: J c 1’ - 99. NPI~UI ?~ouy ASAOCUU(II -6226 &I-MW Aw.. P.O. BOX 7164 l Catmqa Pm. CA 91309.719, Pm. No. s9oi 1 Appendix B PRICING City of Carlsbad Request for Proposal - Carlsbad Academy Technology Training Services Course Level Pricing: a. Please provide the per course pricing Based On ‘* students framework. Where the course length or capacity (# of students) may need to be Full Day (a hrs) At City At LS $840 $1080 decided or discussed, please provide the 1/2 day (4 hrs) $480 $540 unit price of the course in question. Also, state the recommended number of hours Based on 12 students, the Per student needed for a course. Note: most course P rice is $70.00, $5 less per student offered through the Carlsbad Academy are than the current Price. either 4 (four) or 8 (eight) hours in length. Course Level Pricing Terms: b. State how long pricing is firm No increase for 2 years. After 2 years, 3% increase per year. Software #1 (OPTIONAL): C. If you are proposing an automated approach to course “search and sign up” Initial Set-up Fee $10,000.00 via a web-enabled system please describe MOnthly Fee the system in detail the proposed software $4,500.00 (less than $IO.OO per month, per user> configuration including a list of all components and their respective prices. If The monthly charges include: the product is available in modules, please Set-up module, Enrollment module, Reporting module & WBT/CBT Launch illustrate the dependencies between modu,e modules (e.g. if the City selects module “Y”, it must have module “X”). include Customization = $90.00/hour cost of any third party software. So&are #1 Terms: d. State how long pricing is firm 3 years Software #2 (OPTIONAL): e. If you are proposing an on-line training solution via a web-enabled system patiy vendor Available by Learnsoft through a third please describe the system in detail the proposed software configuration including Pricing ranges from $20 to $100 per a list of all components and their course, depending on the difficulty of respective prices. If the product is the course/level. available in modules, please illustrate the dependencies between modules (e.g. if the City selects module “Y”, it must have module “X”). Include cost of any third party software. Software #2 Terms: f. State how long pricing is firm 1 year . . PRICING NOTES II All the courses on Appendix A which Learnsoft marked as “extra” are considered Technical Training and are multiple day courses, as opposed to the courses marked “included”. The pricing for the “extra” courses (excluding Lotus Notes Certified Classes) will be as follows: Retail Price Open schedule discount (see attached retail price sheet) Closed class discount $260 - $695 $700+ less 33% less 25% less an additional 15% less an additional 15% Application Programming for standard business programs $150/hour Consultations $90/hour Individual Training $90/hour Software documentation/training guide development $90/hour On site training at The City of Carlsbad (12 students) full day half day $840 $480 Training at a San Diego Learnsoft facility (12 students)full day half day $1080 $540 Mentoring at The City of Carlsbad full day half day $840 $480 Scripps Ranch Training Facility: 10650 Treena Street, Suite 210 Balboa Training Facility: 4542 Ruffner Street, 3rd Floor Carkbad Training Facility: 5973 Avenida Encinas, Suite 210 hone, 1858) 5461400 ccess Programming 7.0/‘97/2000 Introduction Advanced ccess 7.Or9712000 Introduction Intermediate Advanced Advanced Reports & Forms Calculation, Selection & Action Queries CT! 4.0/2000 Introduction dobe Acrobat 4.0 dobe GoLive Introduction Advanced dobe Illustrator 8.0 Introduction Advanced dobe InDesign Introduction Advanced dobe PageMaker 6.5 Introduction Advanced dvanced Internet Search Engines ++ Programming Introduction Advanced old Fusion omputer Hardware onnecting Databases to the Web orba Overview Fundamentals orel Draw 8.0/9.0 Introduction Advanced orelDraw Presentations 8.019.0 rystal Reports 5.0/6.0/7.0 Introduction Advanced esigning/Conftguring Internet Firewalls Using Windows NT eveloping Shockwave on the Web OS 6.22 reamweaver 3.0/4.0 Introduction Intermediate Advanced xcel ‘97/2000 Introduction Intermediate Advanced xcel Pivot Tables ‘97/2000 xcel Database ‘9712000 xcel Charting ‘97/2000 xcel VBA Programming 7.0/‘97/2000 xploring the Internet W/Netscape Communicator xploring the Internet W/MS Internet Explorer IeMaker Pro 4.0/5.0 Introduction Advanced xcel Pivot Tables ‘97 xcel Pivot Tables 2000 2 2 1 1 1 I/2 I/2 1 2 1 1 2 2 2 2 2 2 II2 2 2 3 2 2 3 5 2 2 1 1 1 2 2 1 1 1 1 1 1 1 II2 II2 II2 2 1 1 1 1 II2 1 $795.00 $900.00 $255.00 $255.00 $270.00 $180.00 $180.00 $255.00 $795.00 $450.00 $570.00 $795.00 $900.00 $795.00 $900.00 $795.00 $900.00 $180.00 $1,140.00 $1,140.00 $1,380.00 $690.00 $900.00 $2,160.00 $3,900.00 $690.00 $795.00 $270.00 $255.00 $270.00 $1,140.00 $900.00 $255.00 $450.00 $570.00 $570.00 $255.00 $255.00 $270.00 $180.00 $180.00 $180.00 $795.00 $255.00 $255.00 $255.00 $270.00 $180.00 $255.00 Excel Database ‘97/2000 Excel Charting ‘97/2000 Excel VBA Programming 7.0/‘97/2000 Exploring the Internet WlNetscape Communicator Exploring the Internet W/MS Internet Explorer FileMaker Pro 4.0/5.0 Introduction Advanced FrameMaker 5.5/6.0 Introduction Advanced Frontpage ‘98/2000, Building a Web Site Introduction Intermediate Advanced HTML Introduction Intermediate Advanced Interleaf 6.0 Moving to Interleaf 6.0 Introduction Basic Graphics Authoring Internet Exploring the Internet W/Netscape Communicator Exploring the Internet W/MS Internet Explorer Advanced Internet Search Engines Java Introduction Intermediate Database Connectivity & Networking Principles Java Script for Non-Programmers Introduction Intermediate Advanced Linux - Red Hat Introduction System Administration Lotus 1-2-3 Introduction Intermediate Advanced Macromedia Fireworks Macromedia Flash 4.0/5.0 Microsoft Exchange Introduction Microsoft Project ‘95/‘98 Introduction Advanced Microsoft Project for Windows 2000 Introduction Advanced Multimedia for the Web Networking Essentials Novell NetWare 5.0 Novell GroupWise 5.5 Dracle Navigation Dutlook ‘98 Introduction Intermediate Advanced II2 $18O.OC 112 $18O.OC 2 $795.OC 1 $255.OC 1 $255.OC 1 $255.OC 1 $270.00 2 $795.00 2 $900.00 1 $450.00 1 $450.00 1 $570.00 1 6450.00 1 $570.00 1 $570.00 3 $1,380.00 2 $855.00 2 $855.00 2 $855.00 1 $255.00 1 $255.00 II2 $180.00 3 $1,140.00 3 $1,260.00 3 $1,380.00 1 $450.00 1 $570.00 1 $570.00 3 $1.260.00 3 $1,380.00 1 $255.00 1 $255.00 1 $270.00 2 $900.00 2 $900.00 1 $255.00 2 $690.00 1 6450.00 2 $690.00 2 $795.00 2 $795.00 2 $795.00 3 $1,380.00 1 $255.00 1 $600.00 1 $255.00 1 $255.00 I/2 $180.00 Scripps Ranch Training Facility: 10650 Treena Street, 3rd Floor Balboa Training Facility: 4542 Ruffner Street, 3rd Floor Carlsbad Training Facility: 5973 Avenida Encinas, Suite 210 Phone: (858) 546- 1400 Outlook 2000 Introduction Advanced Paradox 8.0 Introduction Advanced Photoshop 5.OI5.516.0 Introduction Advanced for Web Developers PowerPoint ’ 97/2000 Introduction Intermediate Advanced Principles of Project Management Quarklmmedia (Mat) QuarkXPress Introduction Advanced Quattro Pro for Windows 7.0/8.0 Introduction Intermediate Advanced UNIX Introduction System Administrator Bourne Shell Scripting Perl Scripting Visio 5.0/2000 Introduction Advanced Visual Basic 5.016.0 Introduction Intermediate Advanced Database VB Script for Web Developers Visual Deisgn for the Web Visual InterDev 6.0 Introduction Advanced 1 $255.00 1 $270.00 1 $255.00 1 $270.00 2 $855.00 2 $1,020.00 1 $255.00 1 $255.00 1 $270.00 1 $180.00 1 $450.00 2 $900.00 2 $1,020.00 1 $255.00 1 $255.00 1 $270.00 2 2 $1,260.00 $1,380.00 $1,140.00 $1,140.00 $255.00 $270.00 $690.00 $795.00 $1,140.00 $900.00 $570.00 $1,020.00 $1,140.00 Veb Publishing & Design 1 Veb Site Development Boot Camp 3 Veb Server Configuration Using MS Internet Info Server 3 Vindows ‘95/‘98/2000 Upgrade a.m./p.m. Session II2 Introduction Intermediate 1 Vindows NT 4.0 End User Introduction 1 Vord ‘97/2000 Introduction 1 Intermediate 1 Advanced Mail Merge 1:2 VordPerfect 7.0 8.0/2000 Introduction 1 Intermediate 1 Advanced ML : $450.00 $1,380.00 $1,345.00 $180.00 $255.00 $255.00 $255.00 $255.00 $255.00 Qi270.00 $180.00 $255.00 $255.00 $270.00 $1,140.00 otus Notes Certified Courses lease contact your Learnsoft Account Representative for prices licrosoft Technical Courses Jindows NT 4.0 Enterprise Technologies Jindows NT 4.0 Network Administration Jindows NT 40. Technical Support licrosoft Exchange Server 5.5 Admin. lternetworking TCPllP on Windows NT 4.0 upporting Windows ‘95/‘98/2000 upporting Microsoft Internet Info. Server etworking Essentials ractical SQL End User QL Server 7.0 Database Administration QL Server 7.0 Database Implementation 4 $1,920.00 3 $1,380.00 4 $1,920.00 4 $1,920.00 4 $1,920.00 4 $1,920.00 4 $1,920.00 2 $795.00 2 $595.00 4 $1,920.00 4 $1,920.00