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" , , ..,,i.,........."'..' , ll,I,I,i;" i !.~I! I .,...... ' '~.. , .. . .. . ~ . , .... " UPPER ALLEN TOWNSHIP, Plaintitt IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA I I I I I I SUBJECT TO MANDATORY ARBITRATION I I I CIVIL ACTION - LAW v. CHASE PARTNERS, INC., Defendant NO. y'&. 4(~J~ (Ii 'o-i. L NOTICIl YOU HAVE BEEN SUED IN COURT. If you wish to defend a9ainst the claims let forth in the tollowing pages, you must take action within twenty (20) days af.ter this Complaint anu Notice are served, by entering a written appearance personally or. by attorney and tiling in writing with the Court your dofenses or objections to the claims set forth against you. You are warned that it you fail to do so the case may proceed without you and a judgment may be entered against you by the Court without further notice for any money claimed in the Complaint or for any other claim or relief requested by the Plaintiff. You may lose money or prope:..'ty or other rights important to you. YOU SHOULD TAKE THIS PAPER 'ro YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FINU OUT WHERE YOU CAN GET LEGAL HELP. CUMBERLANU COUNTY COURT ADMINISTRATOR'S OFFICE 4th Floor, Cumberland county Courthouse Carlisle, PA 17013 717-240-6200 , ' , , " . ,,~ ~ , ..... 'r HOTfCU .:;0:.:'11 i'; (I: I Le han demandado a u.ted en la corte. 5i usted quiere detender.e da a.tas demanda. expue.taB en 1.. paqina. .iqui.nt.., u.t.d tian. viant. (20) dia. de plazo el partir de le techa de la de.and. y la notitcacion. Usted debe pre.enter una aparianoia a.orita 0 .n per.ona 0 por abodago y archivar en la corta an torma ..erita BUB deten.as 0 .us objeciones ala. demandas .n contra da su persona. Boa avisado que si usted no .e detiende, la aorta tomare medidas y puode entrar una orden contra usted .in previa aviso 0 notiticacion y por cualquier queja 0 alivio que e. pedido en 18 peticioll de demanda. Usted puede perder dinero 0 BUS propiedades 0 ostros derechos importante. para usted. ". , i ' '" I LLEVE EBTA DEMANOA A UN ABODAGO IMMEDIATAMENTE. SI NO TIENT ABOGADO 0 Sl NO TIENE EL OINERO BUFICIENTE DE PAGAR TAL SERVICIO, VAYA EN PERBONA 0 LLANE POR TELEFONO A LA OFICINA CUYA DIRECCION SE ENCUENTRA ESCRI'fA ABAJO PARA AVERIGUAR DONOE BE PUEDE CONBEGUIR ASISTENCIA LEGAL. CUMBERLAND COUNTY COURT ADM1NISTRATOR'S OFFICE 4th Floor, Cumberland County Courthouse Carlisle, PA 17013 71,7-240-6200 I \, I ,,' , I ) I " I .,, ,I, I I I I ,', " -I I I I , " ~ of. 411. UPPER ALLEN TOWNSKIP, I IN THE COURT OF COMMON PLEAS OF I CUMBERLAND COUNTY, PENNSYLVANIA Plaintitt I I CIVIL ACTION - LAW v. I I SUBJECT TO MANDATORY ARBITRATION CKASE PARTNERS, INC. , I I Qv.,.:.l. \J........... Defendant I NO. CJt.., q II., J.. ~PL7\INT NOW COMES the plaintiff, Upper Allen Township (hereinafter referred to as "the Township"), by its attorneys, Keefer, Wood, Allen' Rahal, and avers the following: 1. The Township is a first-class township municipality organized and existing in accordance with the laws of the Commonwealth of Pennsylvania. with its principal place of business located at 100 Gettysburg Pike, Mechanicsburg, Upper Allen Township, Cumberland County, Pennsylvania. 2. Defendant, Chase Partners, Inc. (hereinafter referred to as "Chase"), is a corporation doing business in Pennsylvania with a primary business address of suite 233, 700 River Avenue, Pittsburgh, Allegheny County, FA 15212. 3. On or about November 16, 1994, Chase submitted a plan to Robert J. sabatini, Jr., secretary-Manager of the Township, for a computer-based municipal operation system (Municipal Management System) for the Township (hereinafter referred to aa "MMS"). In the proposal, Chase expressly stated "(w]e have the . ~ '. ... . experience and training to ensure the smooth creation and implemantation ot your municipal system." A true and correct copy ot the plan submithd by Chue to the Townsh1,p tor the MMS 18 attached hereto as EKhibit "A" and incorporated here by reterence. 4. Under purchase order dated May 17, 1995 (Purchase Order No. 5344), the Township accepted the proposal submitted by Chase with the eKception ot the development ot a tixed assets/inventory managemont system in the amount ot $1,500 (item no. 5 in the proposal). A true and correct oopy ot the purohase order is attaohed hereto as Exhibit "B" and inoorporated here by reterenoe. 5. As a result ot the purohase order submitted by the Township, Chase issued a statement dated June 29, 1995, tor a total amount due upon installation ot $19,800. A true and correct oopy ot the statement issued by Chase is attached hereto ae Exhibit "c" and inoorporated here by referenoe. 6. On July 20, 1995, the Township issued a check in the amount ot $19,800, made payable to Chase Partners, Inc., in ijccordanoe with the purchase order and the statement. The check wae depoeited by Chase. A true and correct copy ot the cancelled check 18 attached hereto as Exhibit "0" and inoorporated here by reterence. -2- oj ~ 4. 7. The Townahip blgan IKperilncinq prcblema with the MMS aottwlre inatllled by Chlae and certain othlr lottware Ipplication. wire not inatalled by Chaae aa called tor in the propoaal. Varioua contacts were made with Chase to corrlct the problama and promiaes were made by chase to do so. B. The problems continued and in January, 1996, variou. telephone calla were made to Chase as well as written communications sent by regular mail and facsimile transmisaion. True and correct copies ot the telephone log and the letter dated January 1~, 1996, trom Sharon Regal ot the Township are attached hereto aa Exhibit "E" and incorporated here by reterence. 9. The Township continued to experience problems with the MMS lold and installed by Chase. In a memorandum dated February 12,1996, Marlin A. Yohn, Sr., the Treasurer of the Township, advised Chase ot the tax collection problems he was experiencing and the frustration he was encountering. A true and correct copy of the memorandum is attached here to as Exhibit "F" and incorporated here by reterence. 10. By memorandum dated February 14, 1996, Mr. sabatini advised the president ot Chase, Scott Fazden, of the outatanding iasues concerning the MMS program. A true and correct copy of that memorandum is attached as Exhibit "G" and incorporated here by reterence. q ,II' -3- ~.. ... .. , 11. A. a r..ult ot that letter, .pecitic deadline. were ..tabli.h.d by which certain action. would be taken by Cha.. in ord.r to bring the MHS into compliance with the contract. The.. agr.ed-upon aation. did not occur, and a .ubsequent letter was eent by Mr. Sabatini to Mr. Fazden, dated March 11, 199~. A true and correct copy ot that letter is attached hereto as Exhibit "H" and incorporated here by reference. 12. Chase attempted to correct the problems encountered by the Township in an effort to properly administer the sewer I billing_ tor the Township. However, more problems were encountered and other issues not addressed, as set forth in the letter from Mr. Sabatini to Mr. Fazden, dated April 25, 1996. A deadline ot April 30, 1996, to correct these problems was set by Mr. sabatini in his letter. A true and correct copy of that letter and its attachments are attached as Exhibit "1" and incorporated here by reference. 13. No adequate response was made by Chase to the letter from Mr. sabatini, dated April 25, 1996, which resulted in a l~tter trom the Township Solicitor to Chase dated May 28, 1996. Demand wae made upon Chase to refund the monies expended and no response was received by the Township. 14. Ae a result of these problems and a total "crash" of the payroll module in June, the Township was forced to retu~n to -4- ~ " . the BUR Datacenter to obtain the .ervice. that were to be provided by the MMS from Chase. COUNT I Breach of contract 15. Paragraphs 1 through 14 above are incorporated here by reference as if set forth in full. 16. chase breached its contract with the Township as set forth in paragraphs 3-14 above, along with the exhibits referred to and incorporated in those paragraphs. In some aspects, chas. failed to bring modules on line and in other cases it failed to have the modules operate properly. 17. As a result of chase's breach of the contract, the Township has incurred the following damages: (a) $19,800 for the cost and installation of the MMS program; (b) $4,000 for the cost of using EUR Datacenter on a temporary basis to provide the services that were to be performed by MMS program purchased from Chase; (0) approximately $500 associated with additional temporary help needed by the Township to reload the system for uee by EUR Datacenter from the Chase system; and ., -5- , ! .. ~ .... ,( " (d) the cost of atte.ptinq to correct provided by Chase. 18. The Township has repeatedly requested that Chase time spent by Township parsonnal in I the many problems with the HKS proqram correct the problems to be in compliance with the contract or remove the equipment and provide a full refund. Chase has done nei ther . 19, The Township demands payment in the amount of $25,000, makinq this matter subject to mandatory arbitration under the local rul.s. WHEREFORE, the Township requests that this Honorable Court enter judqment in its favor in the amount of. $25,000, plus interest and costs, and award such other relief as it deems fair and just, Respectfully SUbmitted, KEEFER, WOOD, ALLEN , RAHAL Datedl JUly~, 1996 ~ /" () By ...../ c:!:S..;tJ~ Ef ep n L. Grose 1.0. # 31006 210 Walnut street P. O. Box 11963 Harrisburg, PA 17108-1963 717-255-8052 Attorneys for plaintiff -6- 'I' " , " I' ,I' IbhIblt A ~ ,... ~1~11.1I'* ,.., 01 '.'1 III" I'" 'nil' (i} -t , , 'I I, I' I' " " , , iI ,. , , " I' I , " " I, , , , , " , ' '.' " ,I " " " , I 1'1 , I I' Ii 'I il " 1,1 I' " I, Ii " I , , , ., " , ;t I , " " " " , , ~l " il lfi " 'I I,U .1~1,lu,lU .... I" W'. HI" "I' '",u (i) '" '" , , ", " , , , 'J' , I , " " , , , I , " , , , , " " , " II " " 'I 'I; ;' " " ,,' ., , , i( , ." , " I"~ , , " ,II ,;1' " 1',1) , , , , , 'I , , I ,I " , , ;1 , f) , " " " " I' ,,' , " 'I " , ,', , , , , ., , , " " , , i ., , , I , i , 1,1' " " , , , " , , , , , I , II , , " " , , ,,' " ,(I '1,1 , I : , " " , , , I " , " " " , " I, " , H , , , ,I , I,', , " I I ., , , I ,I , I , Exhlblt B . . .....1.......111..1' ... " "~I~l~ .r.. 'J~I,. SALES AND USE TAX EXEMPTION CERTIFICATE Thl. lorm cannol b. u..d to obtaIn 0 Sol.. TalC L1c.n.. Numb.r or IlC.mpl 5to'u. - (OMMONW'.Atllt 01 w..u.'.U.....NI. OIP.U'MINI 0' 1I~I,..t" IU""'" Q' IU,INIIIIIUIJ 'lJND 'U" 01'" UOfQI H.....IUlJlll), PI. 1"1I1)lh)~ =___~ J~~~13I' Print ~~~) ==z...=:=.-- R"ld ,~~~==-~~.r~I ~_.t THIS FORM MAY B~ PHOTOCOPIED - VOID UNLESS COMPLETE INFORMATION IS SUPPLIED CHECK ONE, o PENNSYLVANIA SALES TAX vim EXEMPTION CERTIFICATE GJ PENNSYLVANIA SALES TAX BLANKET EXEMPTION CERTIfiCATE Qm. II . I., (If t,1l~' Chase pnrtnera ,'u, ~.j".. 5hl.1 tip c.:oJ. ~il~ 700 River Avenue, Suite 2JJ Pittsburgh, PA 15212 Pror."'Y and IIrvlclI purchol.d or 1.011.1 u"ng Ihl, c..lll1cal. 0'. ...mpt from ,alII 10lC b.coulI' (5. .cllh. opproprlal' paragraph 'rom Ih. boc~ 0' Ihl, lorm, ch.c~ Ih. earrllpondlng bloc~ b.low and compl.,. Ih.lln',l o 1. Prap.rty or ..",Ie.. will b. dl..dly ulOd by purchalOr In p..lormlng pureho,..'1 op.,ollon a'" o 2. Prop..'Y will b. r..old und.. llunlO . . (If purehollr hOI no P.nn'ylvonlo Sol.. To. L1e.nlO Numb.., Includ. 0 Ilol.monl und.. (ol'oory Numb.. 6 ..plolnlng why 0 numb.. I, no' r.qul..d,) o J, Purcho,., II o/an. _ Holdlno E..mpllon . o A, Prop"ly ondlor 1O",leu will b. ulOd dl..'lly by purchal" In,olvlng 0 public ullllly IO..le.. (Complol. Pori 5 on R.."IO' o 5, "ompl wropplng luppllu 1J16.0Ilt.. Purchaser is a Political Subdivision of the Commonwealth, (Addlllonaltpo" on r.."1O lid.) I om authorlud 10 ..oculolhh C..III1,ol. and claim Ihl, ...mpllon, MI,uII 0' Ihll C",lIleol. by IOII.r, 1'''0' buy... I...... or Iholr ..p....nloll," I, punhhoblo by IIn. ond Imprllonm.nl. Tho pro,hlan, 01 Ihll ("lIl1eol. a.. 0 pori 01 ".ry lron,octlon bolw..n Ih. porll.. Includ.d. om, 0 lire 0'" n, Itu 51'ul .l4dllll ClI)' Upper Allen To\;nship 100 Gettysburg Pike ~lechnnicsbllrg 51QI, Zip Cod. li055 PA $18"OlU" 23-6050246 9""" I, Manager a'. 5/19/95 I. FORM USE , (01 Blon~.' b.mpllon C..,IIlco'Ol UII lor 0 IOrl.. 01. or In onllclpollon 010 1Ir1.. 01 Iron,octlon,. Do not UII In Iin91. Iron,ocllan" Thll wlllleol. may b. ulld with ,h. 1.010 of 0 molar "hlcl. whIch quollll.. for ...mpllon und.. Ih. Tax R.lorm Cod. of 1971. Th. lOll.. or I...or mu.' fll. and ..'oln Ihl. cor,lIIcat., log.'h.. with copl.. of "II Involno and I",. olh.. ..Ialod docum.nh, for 0' 1.01' Ihr.. Y'O" Irom Ih. .nd 0' Ih. y.or In whIch Ih.lo,' 10" or 1'0'. occu.., (b) UnIt h.mpllon C"tlfleo'., U.. lor Ilngl.lronloellon, only. Th. 1111.. 0' I...or mu.tr (1) attach ,hi. nrtlfl~a'. '0 hl./h.. eapy of Ih. Involn or any olh.. docum.n' lully d.wlblng Ihe 1.010.1 or 101.1 prop..ty (Ihl dot., nom. and odd.... 01 Iho purchollr 0,1..... and Ih. purcholO or ..nlol prlco/ or (2) ..produc. Ih. corllfleot. wordln9 onlo o docum.nt whl,h Sl,.. 011 Ih. ..qul..d Inla.mollon (dot., nom.. ole. , 2. REPRODUCTION OF FORM Thl, lorm may bo "prod',e.d bUI mUll eonloln Ih. 10m. Inlormollon 01 opp."" on tho D.porlm.n", lorm. 3. DATE OR ACCEPTANCE AND VALIDITY This C..lllleol. and D.clorOflon mUlr b. dol.d and b. In Ih. phYlleol po....,lon 01 Ih. ..II.. or I...or on or b.loro Ih. 60lh day lallowlng Ih. dol. of Ih. 101. or 1.010. Ahor Ih. 60lh day. Ih. 10110.' or I..."r I. "qu/rod 10 ulobll.h, by ,011.Iodary ....Id.nc.. Iho/lh. '010 or 1.011 WOI ..ompl. NOTE. Thl. form may b. ulld In eonluncllon wllh lorm REV.1715. e..mp' Organization D.clorot/on of Sol., Tax Ex.mp. tlon wh.n 0 purcholl 0' $200 or mo.. I. mod. by 0 nonpron, organization whall n.., Iwo dlgl" of 'h. Sol.. Tax llc.nll e..mpllan Numb.. b.gln with 75 (..ompl. 15-00000.0), )j 'i " " , , I , , , , , , , , , " ('':'\ "IU~t"lI''''' ."IH'_I" lUll f'.'.H'111 V ~ .. I! , , , " " ii' , I , , ' , , 'I' " Ii " p " , , Ii " , , I I' I, " " " , , II , , " 1'1 .11 " , , " " ., " " " "i' " Exhibit C .. ~".I~'I'.I..~, ~....",.-, ,," "1""" '.t) exhibIt D - I r UPPER ALLEN 'WWNSHIP 100 GETTYSBURG PIKE MECHANIC5BUrlG, ~A. 17055 OPERATING ACCOUNT PNCBANI\ ........u " " CHICK NO, l:l115 ~'ll ~ No. 010 JI> 1 "iIfJ a.on ''''OIJNT 7,"~O.'Q~ ~.k..l~,801) 01) 'N!NETEEN THOU~AND EIGHT 'HUNDkEP'" .........................,JIl,'lOO PULLAF\~ i". t, '., , , .., '" ':HASE PAl'lTNER~, SUITE 233 " 70o..;RIVER AVENUE .' P IrTSaURf;lH, PA' .' ~ ~' I' l IN~. ':0 9 19 l e 1 as.: ....to I '" W....25 ~I<I> . tl ~;~ ~i i:; "'\, q t.",l ~/ ~:(C ~;. r.~, 1:.\ ~...l L,II >. ::: , 1,'\ 'I"~ \f..I.:1 or( ni,':U 1. I ~~:II .,' ,'''~ i I I EXHI81T 0 ~ ~n~'I'" /~t(_ 5010050 Cjf\l'ill- . ,.' 00l980aoo,,' 16HJ ~ .~.... . ,.. .._" ........, "~ N # ~ l I Ii ~li ~ tj i!;~ .;;ii\F~ : ~ ~~~ ;!Iw~ P: 'i. i!~i. ...., ...., .A N .r o. ~ I' , ,f. ". "~II d ".. ~ '''''' '.... '''1 II . Exhibit E , , ';".,J"., o. "'1''-'1.'"",,,,,....,) ''''''''1'''1' II'" " 1I ;'1 :!J:,I '11. ~~ .,. , 'I' , , " I , , Ii ., I !; '. n , , , , " , ! , I , , , , I " , , , I' ), , I" I , , I , 1'1 '", " , I" , , , , " , I " I)' ,I " , " , , I Ii I ., , , I! " I ,.I' , I '. " ',If rI I, I , I, , , " ," I L , , 'I .'1 " I I , 'i 'J ,i' I' I 'I , I I , .1 ,. .\ I I "I , ,I , I (I, I< I' ,I I: I , , " .1 I ., , .. , , I , I' , , " I I I Ii , , 1,1 I , , , " " , I " ,I, ., I I '(I , , , iJ I " , Ii , ., , I , , .' .1 , '. , 'I , " I ,-'J " I, I ,I , t) I I~, 'f'! ~; d 'I \ f' it fj ,J EIlhlbIt , , . .. MARLIN A. YORN, SR., TREASURER UPPER ALLEN TOWNSHIP 717 766-4238 oma LOCATlONI Upper AJIu TomuIIJp Mllll.ldpal BuIIdlal 100 GettJabul'l PIke MedluJabu....'A 1'7055 MAILING ADDlWlSr Wcben:roft , , Hldwl'1 Lot Muhulc.hu.... PA 17055 February 12, 1996 TAX COLLECl10N PROBLEMS - CHASE SYSTEM 1. Rtque3t for change In defAUlt for prlntlng ofrecelpt, etc...ftom Yea to No, has not been completed, It wu promised one week from the date Scott wu here on December 28, 199L..StlU not completed. 2, Rtquest for the addition of the school personal tax bue to be added 110118 with a personal tax cal4gory on the menu has not been completed. Same promlle U above, StiU not completed, 3. Request for my 1995 townshlp and county records for real estate and per capita whlch wu made March and reitterated In May wu never activated, My personal d1skJ for aU 1~5 tax records are still unrecorded. I wu told in Iuly and in August that they would be activated, Silll not in data bue fIle for my Ule. 4. Rtqueat for my 1996 program and system for the real estate and per capita taxed to be mailed on March I, 1996 has not been completed to my knowledge, 5. My lut call to uk for some adJustmenta to the accountJns system for Ginny Cwtia and for Shenie Regal wu promised to me to be updated on that date after 4:00 p.m, It WIII\'! done. ThIs request wu made during the lut mow stomlin IIIWIl}'. Also, my school personal data bue wu promised by the next Monday, ThIs call wu made with the utmost earnest cry for help because of the payroU, PayroU wu . done but that wu It.....no Utlllty and no Taxes, In general I must usume that we will not be heard until I gel in my car and make thII three hour trip to Chase in Plttaburgh; appear It their office doorstep It 9:00 un. one mornins and stay with them untU they discover that It i. time to do what I have ukeel them to do all too often...,..Move Us To The Front Burner and brina u. up to date so that we can set on with our bwlnesa. If they simply take the minor bugs out of the sylllem and give u. the auppon that they want paid for, we could eUminate most of the stress and helpleaa feeling au.ft'ered by our office ataf[ If they simply put my tax records on the server I will be able to test them to see If there EXIIIBIl r~ Exhibit 0 l'OMMIJlllIONllIIi KAY K TKIMM!R ~".1I1 lOIlN P A1LIKON Vll:.",."". \'IKOINIA M AND!RlllN ............."'W) WII.l.IAM I' KANn At..... 5KN..,. IWKAUlI' KOONS MW"aMlla:"...) COMMISSIONERS of U1'PI.;Jt ALU:N TOWNSIUP CUMDERLANI) COUNTY IOU (Jl!'lTYSIlLJRO I'IK!! MF.CIIANICSIlLJRCl. I'A 11055,5~~H 1"l!Ll!PHONl! (111) 166,lm~ f'AX (111) 1'1O,~41ll ITA" KOBIIIIT' IAUA11N1./R. nl....I' ht.,.."a.""..,., DAVID It WmlU ~Y\.l..~M"",,"1 C:,*""""flIlJt1'1w, ORIQORY c. Mll~l 1\0.....,....- WIU-IAM R MIUJ!R,IR na.......'wk.,... MEMORANDUM TO: Scott Fazden, Preeldent Cha.e p.rtnere FROM: Robert J. Sabatini, Jr.'"11.u Township Manager ' ~ RE: OUTSTANDING ISSUES. MMS DATE: February 14, 1996 Per our discussion of yesterday, the following Is a list of outstanding Issues related to the 1. Tax Collectlo., Module: a. The Tax Collactor wishes only to post receipts, not Issue bills and post receipts, Bills will continue to be Issued by EUR Datacenter. b, Request on December 28 for change In default setting for printing of receipt and other Items needs to be changed from YES to NO. c, Request on December 28 for the addition of the school personal tax base to be added along with a personal tax category on the menu. d. Request for 1995 township and county records for real estate and per capita which was made by Tax Collector In May was not added and activated. e, 1996 township and county tax records need to be added to the system. , My concern Is that real estate bills are mailed on March 1st, and receipts are received startln~ March 2nd. It Is essential that the tax collection module be fully operational before the end of February. 2, Utility Billing Module: a. Township needs to have you replace previous records from EUR with new records generated In February. You Indicated that blank billing dates would have to be examined by your programmers before the Information In put Into the system. EXHIBIf G , I ~ .... ,- b. c. Sewer bills have not been formatted Into the system, While doing receipts, the screen will "ash Invalid bill dates and renuct two Identical bill dates, Edit screen Information Is correct. Switching back to thl;l receipt screen must renect the correct Information or the next sewl:lr bill will be Incorroct. When doing a customer edit by name only, It will say Insufficient memory causing a shutdown of the system and a subsequent rebooting, Customer balance reports are blank Delinquent account report has not been set up to Identify a limited number of accounts (accounts with balances of over $200, for example), Other reports have not been set up, We need addltlonallnformallon on rate change procedure, d. e. f, g, h. The next sewer billing Is on April 1 st. and will ranect new, higher rates, It Is necessary for this system to be fully operational no later than March 7th, 3. Building/Code Enforcement Module: a, This module has not been put Into place, I believe that the tax parcel Information has not been put on the system, b. Training must stili be provided In this system. 4, GIS Module: a, This module has not been put Into place, The Township has a map on AutoCAD 12/13 that will be the base map for the Township, b, Training must stili be provided In this system. 5. Accounting Module: a. This module 15 generally operational; however, there are stili several glitches that Dave Is working with Ginny on. There are a number of deadlines that absolutely must be met for the Township to properly utilize the system and continue municipal operations. The tax module system must be In place no later than February 26th; the sewer module must be In place by March 7th. Please contact me with all Information needs, Including addition files on computer disk, and we will forward them Immediately. Should you have any questions, please do not hesitate to contact me. Thank you for your consideration In this Important matter. H:\WPOOCS'MANAGERICHASE.L TR Exhibit H , " , ,,' , ,I 1'1 , " , I , 1'1 , , , " " " , " , , , " . " " " '. ~1.'~lll'4""''''''''I.1I 1.....1'1.'1 Ii'" N'''_IQ (t} .; , , , , , , ')1 ., ,>11 " ., , , ' ., Elchlblt I , , , , " ,. 'il I 'I " I I , /I " , I, , .1 ., 1,1 " " ,., ,', 'j Iii , ,II I! " " " I , , .', . I; ,. , , 'I. I " " .', ., , , ',I , . I . , 'II , , 'I , " " ., ..,j Y 1 E2UPPER ALLEN T,OWN5HIPVOCO . 04/25/96 Plfll 1 Liet Cuetomer History: 01.421005 JOHN & CAROL LEISEY Addressl 497 LEXIN~TON AVENUE Billdate R.adinQ U...ge Tax Charge RloeiV.d FllaOI t. SEWER , 0.00 C~~~4.0 07/01/95 0 0 10/01/95 0 0 o . 00 6B . Late Charge Of e$ 63 . 50 Cha rged at: 09/11/95 On the bUl of: 07/01/95 01/01/96 0 0 0.00 6B.75 Late Char'ge Of :$ 24.36 Charged at e OL/Ol/96 On the bill of: 07/01/95 Late Charge Of :$ 3.7B Charged at: 01/01/96 On the bill of e 10/01/95 04/01/96 0 0 0.00 75.00 Late Charge Of :$ 6.53 Cha rged at: 02/02/96 On the bill of: 07/01/95 Late Cherge Of e$ 0.72 Char<;led at: 02/02/96 On the bill of: 10/01/95 Late Charge Of :$ 3.44 Charged at: 02/0'Z/96 On the bill of e 01/01/96 Late Charge Of :$ 7.00 Cha rged at: 03/06/96 On the bill of: 07/01/95 Late Charge Of :$ 0.39 Charged at: 03/06/96 On the bill oft 10/01/95 Late Charge Of :$ 0.36 Charged at: 03/06/96 On tha bill of: Or/01/96 Late Charge Of :$ 7.51 Charged ate 04/03/96 On the bill of: 07/01/95 Late Charge Of :$ 0.4L Charged at t 04/03/96 On tha bill of: L0/01/95 ! Late Charge Of :$ O. 3a Cha rged at: 04/03/96 On the bill of: 01/01/96 Balance 14B5.57 Amount ~4e5.~ '. . [ X~ tttf?lq ~ / frtJQ' tt-J ".. . 04/25/96 V1E2UPPER ALLEN ~OWN~HIPVOEO ACCClun t Customer Balance Report Starting Date I 01/26/S8 lEnding Date Name U Prior Penalty Page 1 Book I 04/01/96 Receipt Charge Balance 01 .421005 LE ISlEY. JOHN '" 6 1292.19 110.08 0.00 71}.OO 1477.27 -~----------------~~---_.~---.--~---------- L292.19 110.08 0,00 75.00 1477.27 Qrand Totd for bookl 01 1477.27 Grand Totd Lut Sdance for book I 01 SEWER L292. L9 Grand To ta l Late Charges for bocl( OL SEWER 110.0B Grand Total Receipts for book I 01 SEWER 0.00 Grand Total Current Charge for bcok: 01 SEWER 75.00 Grand Total Ending Salance for bookl 01 SEWER 1477.27 Grand Total For All BoOks ______________N_________"__ 110.0S 0.00 75.0 , , " ' , f~~~/(q If:! f'? /" '# {; 04/25/96 VlE2UPPER ALLEN JOWN~HIPVOEO Ll.t Customer Histor)lt Ol. 501B01? TERRY BUSH Addrell' 25 BROACMOOR CRIVE Ulldat. Reading Uuge Ta>c Charge SEWER 10/01/95 0 0 0.00 10/0l/95 It 21590 Ol/Ol/96 0 0 O.O\) 01/01/96 ">.00 04/0l/~6 0 0 I, " , I I I " e.f~f I" I #.< ,I i .. f~ ?:' Flllg. l Reee i IIld ReeDa te 68.715 10/28/95 68,7!5~/!O;~ Bdanoe r ......:. ~ Amount dUe 3.28 ) , ,I ., , I 04/:25/96 V1E2UPPER ALLEN ,TOWN~HIPVOEO Page 1 Lilt CUlltClmer HilltClrYI 01.54S01El KEITH &0 CHRISTINE W Add ren r 23 BROAOMOOR ORIVE SUld.te Re..ding U.age Tax Charge Rec..ived ReeOa te SEWER 10/01/95 0 0 0.00 68.715 10/01/95 Check " 2420 70,00 10/20/9~ 01/01/96 0 0 0.00 6S.715 01/01/96 Check " 7962 70.00 01/25/96 04/01/96 0 0 0.00 6./56 ~ance ----... 4.06 '- Amoun t dUD 4.06 - . , " I " ., ., " , ' '" " " ,'fK~~4 :IF,,2 (~Je 8 I I I 04/::a/96 VLe:::UPPER ALLEIi TOWNt'lHlrVOU:() 1.1at CU'.ItOOU!i" HLlltOl'YI OL ,64LL::!r> I~ON~LD I(Un /\d.:l I'll U I L "1313 \S MItI~OOW OI~!V[ 131 Lldo1til Flllo1.:l1ng UlS.a~1I CI!:WItl< 07/01/'J'!l 0 0 07/0l/9$ lO/Ol/'~S 0 0 lO/O 1/95 '.?l/O l/";I6 0 .0 04/0l/96 0 0 t..sta C"o1r'~" Of "II ...4:2 Cha,.geiJ , , , , I' I " I .. , , ,. , , , , . r",;, el,.\I'..., o . 010 6$ . 7.~ Checl<. It" 1~IH .0,.01;) ....o!;,~. 7$ ., " (' Chlc'- '* 1.146 0.00 I ~iJ.7!! . .0.00 I 7$.00' " oS t I .o4t~1 "01 a.. ~Il("'l)(ll I I , I , ' ~~~ ~ ;J ('" /~ r P.l~Q 1 Rlc.lY~d R.cD.at~ ~13. 7$ O?/~9/9'! 613.75 lO/l?/'1~ .:>fl (JL/Ol/~6 Dalancl/ Amount: dUI , , , , , , \\ " l4?€i 147.S7 " I , . '~'O\f"'\. . /, ./. ~., ~".rt~,V"?.jl.'._~~1 1-".'1":1,' r '''~'I .\;.;:z'.e{.... ~1J.: "1 "H<;;\.!i~( r... .~~~~ -~~f:ri .'.., \. "., ...., { '. " OM . .. 0 0' 0 " === !II: ISf "''''''' !I .S: --il ~.!:- I.; .,.,~ .. olD il8 . 0 II f. f if. 'ji! ff !f'f. I 5 'I IL I' " i ~~! tI;:! ~ :0:0 ~~ ~ 88 ! "f\'/.~',~ :., I ~'. , ',", . , '. ,I, ., .~,' , : ~'\ .. '.; 1ot'~'I.: ~.t ," f /0,., 'l,i, ~ ~ I~ / ~"'I' r J."~~ ,.' " r " ~1...l.n".t,; ...~. " 'nt~'ri.:~:~~i(l;:~!~JA:k~~f~~\!';&f@i~~&~~~< ,l,:~'f'fh~'",~ I"" ..~. r~,,~t.....~~r, . .(~,.";,, I, f I t'..~.:,' '., . ....o'. I.', r,' ",/' .. ,.' " " , " " . \ . .. -----------------------------------.--- . ~;;!', ~ .....~. 1.'.1 .... ,..",1:.., .'i' ~.,t.: I...."....!>-,:.. .tl"",. ...~" .; 'f'-ru. "~t: '.", r,'t.:.; :" ~ ~ ..... ,," ,.', I i if - " s:. ~, .. 11 ... - ~. I =::=filf !I:!ii' ~-3'~ , ~~: . 'i';:'............. IO::::~ . --- ~ ~ '# . - s: o - t o 00 0 . I' l8188 "o,J ~ \ .. .. .... .. I"~ li~ ilJim ~I:;i ~~ I ~ , " " r-../" If, ~Ri i II . .ji::~iie iI-r-- -! ~:~'a~ &~7'(' " .f " ", . ,~";~",,.;..,~..,':' . I ,,~'," , " i",," "...~', ~ " ~",,' , .,. .~ ,'. ... ,;'"' '.... ,.', ' , . '''I~''"...1 ,I', ,/" to. . , .' """ .... ' " :'.' , ' '.. '.: . r: '. ~ .'.,','I.r, ~':.I"",,,:,', . , ..' '''10'. '... I' ..' .t ..,.,.,',t.,.~.:~..... .\"../".....,' '..._ .:;~ /f~tl. '.;..~~".: t~t.. ~:. ,;, ti.r..:t~.,.l'fl,t '-\....v.lf'~ : :'.\"',,: ,'.' ".. "'.", ,... H-.'r... &",,",." "," , ". , . .' '.'','. ',' " #:r ~f9rC? II " umA m'H roMNSHIP 100 GUmlUAI PlRI HICHAmmAG, PH 17055-5691 'orurdlng an~ addre.. corm lion requlllld. PRlSORIIO msr CLm U. s. lOSrAGI I 01. IftIO IIR1lIT HO, U mHAHICSlUAG, IA om Smlc. ~QCIllon ~ 1107 INGLISH DAlY[ Accoun I HUlblr lllUng Plrlod (I...,rt.fl.M T c.o ' A1) c)/l..Ii~~ 01.58401' lit otr. LEIHINGIR HIHHlrH , 1.07 IHGLISH OAIYI 'RANCIS SCHHIHHI HICHAHICSBURO IA 17055-5641 IflVloUI 111m. Curran I Chlrgn . en> 75.00 It plid by 04/JO/76 It plid by Olml" It plid by 06/J0/76 Accounl Ho. Pmloul CUrllnl I' plld by 04/10/'6 If plld by OS/ll/" If plld by 06/10/" 75.31 77.01 7'.45 OI.saIOl! 0.11 15,00 75,1l 1',01 1',45 Hlk. ch.ch plyabh to Upper Allin TOlnlhlp Chick Ho. R.turn Ihh portion lith paYllnl frUNI'()U.~' g~,v(4 c..~N C; (.p , , . I 'I I " ','., ' ..' .~. " . ' I. fK~( ~ -It? '1"/(1 ;faIr - " .. ,I' 04/2'!1/96 V1E2UPPER ALLEN 'rOWN5HIPVOEO List customsr HistorYI 01.594019 KENNETH & LEININGER Addressl 1807 ENGLISH DRIVE Page 1 ailldate Reading Ullage Tax Charge Recsi ved RecDa te SEWER 07/01/95 0 0 0.00 14 L 66 .07/01/95 Chec;k It 1406 146.1909/30/95 10/03/95 MMS Ed i tlld Latecharge 7.79 to 4. '!I3 reallon I incorrect late charge 10;01/95 0 0 0.00 68.75 Late Charge Of IS 4.53 Charged atl 09/11/9'!1 On the bill ofl 07/01/95 10/01/95 Check It 1537 73.97 03/31/96 01/01/96 0 0 0.00 68. 7 '!I Late Charge Of IS 3.78 Charged ate 01/01/96 On the bi II ofl 10/01/95 01/01/96 Check It l!537 72.22 03/31/96 04/01/96 0 0 0.00 7'!1.00 Lat.e Charge Of IS 1.44 Charged ate 03/31/96 On the bill ofl ~/01/95 Late Charge Of IS 3.78 Charged atl 03/31/96 On the bill ofl 01/01/96 Balance 75.31 Amount due 75.31 " b,ft1t/ (q # I.! -# 'J?, (~!R . . , 04/25/96 Vl~:UPP~R ALLEN TOWN6HIPVOEO .' I I,. List Cu~tomer History: 01.520036 JOHN WINEKE Addres~: 24 MANOR DRIVE Page 1 Billdolltll Rnd i. ng UUlle T.l~ Ch.!l"\111 Reoeived RlIcO.sto SEWER 10/01/95 0 0 0.00 66.75 10/01/95 Check,. .350 68.75 10/2.3/95 01/01/96 0 0 0.00 54.01l 01/01/96 Check It 372 54.00 01/25/96 01/25/9~ MMS i::dited LolItllchargll 4.12 to 1211.67 ,.ulSon: CORRECrrON 01/25/96 MMS Edited L.stllchargll 126.87 to -1:6.67 re~$Onl CORRECTION 01/25/96 MMS Edited L.stech.sr'llll -L26.137 toJ 4.1:2 l'eollSon: NO L~TE CliARGE 01/25/96 MMS Edi ted Latechargll 4.12 to 126.67 r.euorlt CORR:!:CrrON 01/25/96 MMS Edited L.stllchargll 126.67 to -L~6.S7 re.s$on: CORRECTION 04/0L/96 0 0 0.00 75.00 Late Charge Of :$ -L26.il7 Charged at: 01/25/'16 On the bill of: 10/01/95 -Balance -51.87 Amount due 0.00 WATER TERMINATEO 12/11/95 TILL MARCH 96 ----------~_.."--~---------~-------------~-------------------------------------- , NOTES HISTORY I , ,- .6~~ #J' filr (, , , , , I , , "--. ~ '.. '11 I'. ,jJ i {~, ~~( r \ . . lO', t;, (",J ~) ':1 (j' ,--"J reI ~ ' , I~;' , .. ~'j I' \I Lr) l) , ~, (~ I; , f\, " '1 ;f ,..,.. "\' ','.1 t~~l ,~ J. ,11'1\ ,'\Il..; .1 , _I " " i,':' , " ',I i' i'l , Ii '~.l ~.\..,;)~ .,~ y) .-;;::) ~ ~ ~ ~ ~ , , ~\.. 1'<")4 t:.... 'C' ~"4" '"i ~~' I, " 'II ""', "':l .. ,I I,' " 11'1 " " I , I " " . applications. It is admitted that various contacts were made with Chase to correct problema but that these problems were caused by the Defendant. a. It is ~dmitted that the Township began experiencing problems, but it is denied that said problems were the result of the MMB software and other Chase software. It is further admitted that the Plaintiff contacted the Defendant by telephone and mail regarding the problems it was having with its computer system but Defendant avers that the prublems experienced by the Plaintiff caused by the Plaintiff and/or its agents. 9. It is denied that the Township experienced problems with the MMB software Bold and installed by Chase. It is averred that said problems incurred by the Plaintiff was caused by Plaintiff andlor its agent. It is admitted that Marlin A. Yohn, Br. sent a letter to Chase advising it of the tax collection problems that he was experiencing but Defendants aver that said problems were caused by the Plaintiff andlor its agents. 10. It is admitted that on February 14, 1996, Mr. Babatini advised the president of Chase, Scott Fadzen, of the outstanding issues concerning the MMS program but it is averred that the problems experienced by the Plaintiff concerning the MMS program were caused by the Plaintiff and/or its agente. 11. It is admitted that as a result of the letter deadlines were established by which certain actions would be taken by Chase in order to assist the Plaintiff, but the Defendant avers that the Defendant was attempting to correct problems that occurred because of problems caused by the Plaintiff and/or its agents. l~. It is admitted that Chase attempted to oorrect problems enoountered by the Township in an effort to properly administsr the sswer billings for the Township, however, the Defendants aver that said problems were caused by the Plaintiff and/cr its agents. It is admitted that Mr. Sabatini sent a letter to Mr. Fadzen on April 25, 1996 but it is averred that any problems were caused by the Plaintiff and/or its agents. 13. It is denied that no adequate response was made by Chase to the letter from Mr. Sabatini, dated April 25, 1996. It is admitted that the Township Solicitor sent a letter dated May 28, 1996 but it is averred that any problems were caused by the Plaintiff and/or its sgents. 14. It is denied that any of the problems that the Plaintiff experienced or the IIcrash" of the payroll module in June had anything to do with MMS software or the Defendant's assistance. The Defendant is without information or belief as to whether the Plaintiff returned to EUR Datacenter to obtain the servioes but Defendant's deny that it had anything to do with the MMS software to be provided by Chase. COUNT I 15. Defendant incorporates herein by reference their answers to paragraphs 1 through 14 of the Complaint, as if the same were set forth at length herein. 16. The averments contained in paragraph 16 of the complaint are denied. 17. The averments contained in paragraph 17 of the Complaint are denied. 18. The averments contained in pftragraph 18 of the complaint are denied. 19. The averments contained in paragraph 19 of t~e complaint are denied. WHEREFORE, Defendants demand judgment in their favor and against the Plaintiff, in addition to their attorneys' fees and costs of suit. NEW MATTER 20. As a oourtesy and not as part of the contract, the Defendants did a data conversion from the data provided by EUR Datacenter. 21. The data elements provided by EUR Datacenter did not use the same primary data keys. 22. Defendant informed the Plaintiff that. the conversion was sU9pect because of the lack of a common key. 23. Plaintiff was advised that the only fullproof method for data acquisition was to manually enter the tax and billing records into the chase system. 24. Contrary to that advise, the Plaintiff requested the Defendant to continue to work with the data provided by EUR. 25. Plaintiff was advised that the work that had been done on the EUR database had been done gratis and was not part of the original contract. Further, the Plaintiff was advised that they were ninety (90) days delinquent on their 1996 data maintenance VUIrlCATIOIf I, .oott ,.d...n, .. pulident or Ch... ,.rtnen, Ino., have read the forevotn9 Anllwer and Hew Kattu. The atltam8nta the~Qln contained Ire correot to the bllt of lilY pereonal knowlelSve or intonation and beli.f. Thi. statement and vlriUolUon ie made lubj.ct to th.' pen.lti.. of 18 PI C.B. s.ction 4V04 relltin9 to un.worn fallification to author1ti.., which provilSe. that if 1 make knowlnqly fall. lverment., I ~.y b. IUbjact to oriminal pend tie. . Dataell l/ic ~ I . ,', " , 'i: , I , I I, , .' Ji , , I ii " " ~ 01 "- , .~.... I:": , , f [;j . ~1 .,'(. I, l I ... , ...".. ~, ....J .1.. ..' '\\ ...._.,1 11II-,1; "1 ;~ I:'J t., <11 .;r/') . I . I." r', i)J lj I re" rji ,1\.\1 "'I li.iLl.. 1;. 0 I.t" .n CI (1' 1,1 , !I " , . I .1 I I , , '1 ;f I I I , ,! , , II " , , I , , , 'I' ,,, , I iF' i ., , I ,. , . ,., "I if II I '1; I I I , , , I I, ., , '1\,1 , " I , t' I I' j ~ r'lt'r ~ ,\O"J fIt" "I ."...,.."....... " , - .r UPPIR ALLIN TOWNSHIP, Plaintitt v. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW SUBJECT TO MANDATORY ARBITRATION CHASE PARTNERS, INC., Detendant NO. 96-4162 civil AHSWIR TO HI. MATTIR NOW, COMES plaintiff, Upper Allen Township, by and through its counsel, Keeter, Wood, Allen & Rahal, and files this answer to the new matter, averring as followSl 20. Denied. It is specifically denied that the defendant was not required as part of the contract with Upper Allen Township to pertorm a data conversion from the data provided by BUR Data Center. The contract called for the Ucreation and implementation of the municipal system, U which could not be implemented without making a data conversion. 21. After reasonable investigation, plaintiff is without sufficient knowledge or information to torm a belief as to the truth of the matter asserted. Accordingly, it is denied and proof thereof demanded at tr.ial. By way of further ~nswer, it is averred that no common key was required for at least the tax collection and building permit portions of the program. 22. Denied as stated. It is admitted only that the defendant expressed some concern to the plaintiff regarding a common key i..u., but indicated t:hat it should not be a problem with the conversion. 23. Denied aa stated. It is admitted that athr the detendant encountered numerOUB problema with the convereion, it instructed the plaintiff to manually enter the tax and bl.1Unq records. This was attempted by peraonnel of the plaintitt without succes.. 24. Denied as stated. Pl~intiff requested the defendant to work with EUR Data center, lSince the defendant indicated they thought it could be done. Both plaintiff and defendant agreed that conversion of the data was better than manual entry of the data. However, the system did not properly operate even when the data wa. manually entered by the plaintiff as ft last resort. 25. Denied. Defendant never advised plaintiff that the work performed on the EUR data base had been done "gratis" and was not part ot the original contract. To the contrary, it was part of the original contract. By way of further answer, it is admitted that plaintitf did not pay the 1996 datI! maintenance contract tee, since the system was not operational. Plaintiff advised defendant that it would not pay for "maintenance" of a system that was not yet operational, but assured the defendant that upon the system becominq operational, it would be paid in full for the maintenance contraC't. -2- / ., ~ '0 ',..' \- L>., .. , ., '. II~ .-,. .. ,/ .,( ,.J '.' d lll." ", tr ""'1' r' 1,1. 'P'" ',I . ,- f. " i~.'.l II' ki' c; l;t ,.. , :1':,) L.. . '!I." C. \.. <.', ' . " , , .J " l~") U , 'I' " " , i , , i, " , I" ,. , " ,,' ,. , " " . ,,,'-~''I\.. - , " ') " " " , I , , " " , " , , 1,1 " , , , , , '. , Ii , " " , " ,I I , , " I I, . ., . , . , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA UPPER ALLEN TOWNSHIP Plaintiff, CIVIL DIVISION Case No.1 96-4162 v. CHASE PARTNERS, INC. DEFENDANT'S RESPONSE TO PLAINTIFF REQUEST FOR PRODUCTION OF DOCUMENTS AND NOW comes the Defendant, by and through their attorney and makes the following Objections and Answers to the Defendant's First Request for Production of Documents. Defendant objects to the Request for Production of Documents to the extent that they call for production of information that is subject to an applicable privilege, and the attorney work products doctrine. Defendant further objects to ~he Request for Production of Documents to the extent that they call for the prOduction of proprietary and confidential information. Defendant will produce relevant and non privileged documentation covered by this objection which has not already addressed by the Order of Court, subject to the entry of an appropriate protective order or designation of confidentiality. Any documentation produced by any party which is subject to this objection and designation of confidentiality shall be deemed confidential to all parties, and inadvertent production of such dOGumentation by one party without a designation of confidentiality shall not constitute a waiver of such . . ~ oonfidentiality. Defendant objects to the Request for Produotion of Doouments to the elCtent that they request information that is of public reoord or is oqually accessible to the Defendant. Defendant re.erve. the right to alter or supplement the.e objection. and respon.e. if neoessary. SPECIFIC REQUESTS I 1. Any and all correspondence that you direoted to Upper Allen Township with regard to the purchasG, installation or problems that Upper Allen Township was having relative to the software and programs provided by Chase Partners. This will inolude all falCes, faosimiles, notes or other documents. ANSWERl Without waiving the objections stated above, Plaintiff will produce d~cuments it believes relevant and rosponsive to Request No.1, at a time and place to be mutuelly agreed upon by the parties. 2. Any and all documents that you received from Upper Allen Township relative to a) the purohase of the modules, b) the installation of the same, or c) the problems that they were experiencing. ANSWER I Without waiving the objections stated above, Plaintiff will produce documents it believos relevant and responsive to Request No.2, at a time and place to be mutually agreed upon by the parties. 3. Any and all doouments you oontend support your position set forth in your answer and new matter. ANSWER I Without waiving the objections stated above, Defendant will produoe doouments it believes relevant and responsive to Reque.t No. 3 at a time and place to be mutually agreed upon by the parti... 4. Any and all documents you contend support your pcsition that Upper Allen Township agreed to pay the maintenance fee before the programs were installed and properly operational. ANSWER I Without waiving the objections stated above, Defendant will produce documents it believes relevant and responsive to Request No. 4 at a time and place to be mutually agreed upon by the parties. 5. Any documents that you intend to use as Exhibits at the arbitration of this matter. ANSWERl Without waiving the objections stated above, Defendant will produce documents it believes relevant and responsive to Request No. 5 at a time and place to be mutually agreed upon by the parties. 6. Any documents identified in the interrogatories served herewith. ANSWERl Without waiving the objections stated above, Defendant will produce documents it believes relevant and responsive to Request No. 6 at a time and place to be mutually agreed upon by the parties. i J " I' ,'; " " I ! I " , , " " I I' R..plcttully .ubmitted, L~ , , I' " " " ,. , " 1\' , , , , , ' , .' " " ii, ,.II 'I'I, " ;,1' " " , . . . 1/ CERTIFICATE OF SERVICE {' , , I I, Robert C. Tourek/ Esq. / do hereby oertHy that I have .erved a oopy of the Detendant/s Response to Plaintitf'. First Request For Produotion upon the Plaintiff's oounsel, by tirst cla8s, United states mail, postage prepaid on the 30th day ot November, 1996 at the address stated belowl stephen L. GroBe/ Esq. 210 Walnut street P.O. Box 11963 Harrisburg, PA 17108 I, , 1 " " , , " , , , " '>,. .rtt ,- I:r; .. .. , f' ~'.l' " " I.,,:t:' "..~ , ,'," , ; ~!. " I',' ,'J ' , 1'-. n' 1\: ,:1' ;j!l II' ' I I;;} r I (..: ~(~ .. ~I .. I t,.;' ., :!~ I'. I') lJ 1.I. U ; I , " , , 11,1 Ii , ,I J ., " III ! I I' , '1' " I, , , , ; , , , , , , , I, " I I I, " , , " , I. " , , , , , " 'I il , .1 " " '1 1(1 'I' , , , , " , , ii , , Lj i;;f! , , , , " , , iLl , , , , Iii; , !i ;" ! , , , " " " ., "'.-.~, . 400~(o) of the Pennsylvanla RUles of civil Proosdure. 3. Defendant objectn to the Dinoovery Request to the extent that it requires nupplemental annwern in oontravention of the Pennsylvrmla RUlen of civil Procedure. 4. Defendant objectn to the Dinoovery Request to the extent that it instructs or calls for the disclosure of information or documents Which are not in the possession, custody or control of the Defendant in contravention of the Pennnylvania RUles of civil Procedure. 5. Defendant objects to the Disoovery Request to the lIlxhnt that it sgeks information or documents which are either protected by the attorney/client privilege or the work product dootrine or are confidential, or otherwise protected against privilege from disclosure by law or rule of court. 6. Defendant objects to the Discovery Request to the extent that an answer in response implies thAt the Plaintiff. has waived all objections as to relevancy, materiality, confidentiality, privilege and admissibility of such response or document as evidence for any purpose and any proceeding or in the trial of this action or any other action. 7. Defendant objects to the Discovery Request to the extent that an agreement to produce responsive documents implies that such documents exist or that the alleged fact is accurate or true. Rather, the Plaintiff agreement to produce responsive documents only means that the Defendant will produce documents which they believe are responsive to the Discovery Request and that are in their possession, custody or control. m.UOGA'l'ORIII '~,:i 1. Please oonfirm whether or not the tollowin9 '" munioipalities or governmental entities have purchased software similar to that purchased by Upper Allen Township from Chase Partners I .;. I, I:, (a) Borough of Brookville, Brookville, PAl telephone number 814-849-5320; (b) Borough of C1Brks summitt, Clarks summit, PAl telephone number 717-586-9316; (c) City of DUbois, DUbois, PAl telephone number 814- 371-2000; (d) Earl Township, Lancaster county, PAl telephone number 717-354-0773; (e) Leacock Township, Lancaster County, PA, telephone number 717-168-8585; and I., I, ~! " 'I I, (f) Borough of New Holland, New Holland, PAl telephone number 717-354-4567. For any of the municipalities or governmental entities to whom you have contracted to provide software, please advise as to the following: (g) What programs did you contract to provide? (h) Have you installed all programs which you agreed to install ? (i) Are all programs operating properly? (j) Have you received any complaints from any ot the munioipalities or governmental entities? (k) Have you been sued by any of the munioipalities or governmental entities? "ns..r I -7- ANSWER 1 A. Yell 1 D, Ys. 1 C. Ye. 1 D. Y.. I , 1 E. Yee 1 F. Yes 1 G. Upon intormation and beliet, municipal and gov.r~mental sottware. 1 H. Upon information and beliet, yes provided that the data has been correctly imputed. 1 I. Upon information and belief, yes provided that the data has been correctly imputed. 1 J. Upon information and belief / yes. 1 K. Upon lnformation and beliet, yes. , , , " I " " ,I " , , , " " " , , Ii 'If I , , , " ANSWER I a. Upon information and bslisf, No. ;"1 ,I \' , " " i' I I I' , , " , " ANsweR 3'. Upon information and b.li.f,' y..'and .aiel intormation is of public recotd., " " , , I 'I 'I I, , ' , ' ,I ,I , " , , " ,,' , , '.1 " , , " , ' " I, " ,I I " 'I I, ; I, " ANSWBR 4. Upon into~mation and beliet, no. !i ANSWBR~. Upon intormation and belietl a. Robert Sabatini and an individual by the last name ot ~awnl b. orally in the fall of 1995 and in early 199~1 o. That the software depended on a common key "parcel number" in order to operate. The data provided by EUR had multipl~ properties with the same parcel number. Plaintiff's representatives were informed that without a unique parcel number, the systems billing functions could not perform adequately. Plaintiff's representatives were advised that hand entry ot data waR the only foolproof method of ensuring proper billing. Plaintiff continued to request the Defendant to attempt the oonversion in a manner contrary to Defendant's reoommenda tion. " , , , , , " ,i ' ,/,:1 ,""t_ ;i' HI,!.\!,},-!I?"j'-"V'-" ,'t,' Ij 'I i.'\~r""'t-_'- I I .' .. , , 11,..1-"., 'I .'~ , " I',,". il ,_/-~ " bel r:') ',".1' f :1-1 J' I 11\ 'if' >1/ ANSWBRI 6. Upon intormation and beli.fl a. Robert Sabatini and 'lawn, b. orally in the tall of 1995 and sarly leVe, o. Please see Defendant'. respon.. to 5, c. 1 , I, .1 ill " , , " ~SWBRI 7. Upon intormation and belietl a. Robert Sabatini b. orally in the fall of 1995 and early 19961 o. there is nothing in the Defendant's oontracts whioh requires or obligates the Defendant to convert data in its oontract with the Plaintiff. I I " " , , , , ,J ",1:fl'~11,j,';.i!,'1 'i" .,.4' -d'''l il. ",' hfl\~i't\llj~,~',\1I ,'. " \ " i I \ ,::""l~llr~1U, I a. With rB9ard to your alle9aHon that Upper Allen Township wa. advised that they were ninety (90) days delinquent on their , 1996 data maintenanoe contraot, please provide the tOllowinq intormationl (al the identity ot the personCs) at Upper Allen Township that you intormed ot this matter I (b) when that person or persons was intormed, and the nature ot the intormation (~/ written or oral), and (c) the oontent of the intormation provided to that person. ",;1';; 'II" " ,I ,,' ~ b"l 1'" .Il. ~ il " II;, AD..erl .' :,r , '1' !: 'I 9. With reqard to your alleqation that Upper Allen Township was advised that no turther work would be done until it. maintenance acoount was brought current, please provide the tollowin9 information: (al the person(s) at Upper Allen Township that you intormed of this matter, (b) when that peraon or persons was intormed, and the nature of the intormation (~, written or oral), and (c) the content of the information provided to that person. ,. "1 "j, , , t I " 'I"~ ,. 'I' Ans.er I -11- I '. ~) /, ~;I , 15. Pleass provide a full li.t ot othsr muninipalities 01.' IJovernmental entities tor whom you have provided the same 01.' similar pro."rams, providin9 the name, contaot person, addres. and telephone number. Please provide the atatus ot the implementation ot each ot these pr09rams or module.. AD.warl 16. Do you contend that you evor responded to any o~ the written inquiries by Mr. Sabatini after January, 19961 If yea, 9ive when tt:le reaponse was provided, to whom, whether it was in writing or orally, and the nature of the response. ba.ex: I , , , I " " , " I' . -14- "\'., . '~I' 't" 'Vi 19. Pl.... idsntity by 9ivin9 nam., addu.. and t.lephons any witness.. you intend to call at the arbitraUon ot thb ~~ ,j ,I JI Si number, IDltter. J , ::I!I aur.nl I I , , I , , , 20. Pl.as. id.ntity and describe each and ev.ry s~hibit you , , intend to u.. at the arbitration ot this lDatter, bl.Ul:I , , I. . , , , I , I , , " " I . , " , 'I, " -16- 'I"~ I , , I, ,\ )1 , I , I , I f-! " I; , , , I " , , itl i; , II ,1 Ii !, II il ,I II I " . , I , 'I \ 'I I, i , .. ., , , , ., I , " 1'1 I , 'I LtH. ;n ..:J' r~: ' , I \, " " ,. f" II:_ " ..tJ'~ "~ -to P1':',l I,," _;I il ']': 1.lr-:: [i i:' ~ . .. !') ::"} J:;-' , , 'jl,;.: ,. 0'.1' ...'1:,./ flY I [I r\. , I,' , i! i'i1 "I , /:"1 '. l,,1 \, .11_ " '1 I I' ~", '1" 'I' , ,2~ I' 1-'. -..', , .i U J.n , , , , i! , ,,, , . , ./ , , , , , I , , 'I , , , , , I , j' , '" I I , " , " " , I , ,I ." !.! , " " !, , , " , " , , , , , , , " , , . " 'II: S,:,." I if..i,i /,J:1I,'; 'HI 1~'li.;1 \~4 ,1 . ;\:,1.,':) (,'1 .W'ft r'; ~:_;_:'1 _",t_j I, ,~ 111 i.- . ;;", H ' ;;""1 \'/1 ;~ :;'1 ~ t- .~ IT!' I"') r 'f ~!~r r-"" I'. V'i' "'Y'.i i.1 'f,.", 'I , J , I , 'J I, I' I'i " , I, I 'II , , , il , , , I " I Ii , , , , , ',.. ..d' !~ I ,.,.:' ... , f" ,,'/ ~ " r: ~I{ I,.., I, ~if', ...-. , . , , J" ;:\ I , I.'..., ))2 , I \. .., " '11' J, I 't:,l ("I' ,(,J rr) " J. , ..11 1n. I ~..J 1 (] , , l,). It} " il (-, Ln , " , , , , 1 , " , , I , , " , , I I ., , , , , " , , , , , , I' '.1 " I! '" ! 'i' I , , , , ii' , , , ,.] 'I , II Ii il " I ,I , '1'1 " " , , " , 1 -, ' . ' -'. , . I I: ' 'I PI , UPPER ALLEN TOWNSHIP, Phllntlff IN THE COURT OF COMMON I'WAS OP CUMBERLAND COUNTY. PENNSYLVANIA l! VI. 96.4162 CIVIL TEHM CHASE PARTNERS, INC.. DefendBnt CIVIL AcnON . LAW IN REI MOTION TO WITHDRAW AS COUN~EL FOR DEFENDANT ORDER AND NOW, Ihls If: duy llf April, 1997, U rule IN Issued to show clIuau why Roburt C, Tourek, Eliqulrc, ought nlltlO he grullted leuve III wlthdruw liS ellunscl. This rule rcturnllble ten (10) dllYs IIftcr service upollthc defcndllntulld IIpon plillllllffs counscl. BY THE COURT. , , " ," , , , , , , , , I " , " " IN THE COURT OF COMMON PL2AS or CUMBERLAND COUNTY, PENNSYLVANIA UPPER ALLEN TOWNSHIP Pla1nUft , Y. CHASE PARTNBRS, INC. Defendant. CIVIL DIVISION NO. I 915N4162 MOTION TO WITHDRAW AS COUNSEL FOR DEFENDANT AND NOW COMES the Detendant/ by and through their ooun.el, Robert C. Tourek, Esq., and tiles the a Motion to withdraw as Counsel tor the Detendant stating as tollows I 1. Robert C. Tourelt, Esq., entered his appearanoe on behalf of the Defendant on or about 1996. 2. Defendant desire to employ other counsel to handle le9al matters surrounding the above referenced aotion. 3. Robert C. Tourek, Esq., desires to withdraw as oounsel tor the Detendant. WHEREFORE, Detendant move for an order in whioh Robert C. Tourelt withdraws as oounsel for the I, , !' f. ,I ~ CERTIFICATE OF SERVICE I hersby ~ertlty that I served the toregoinq dooument upon P1alntitt's counsel ot reoord by tirst olaos/ regular mall, postage prepaid on Saturday, March 22, 1997 at the beloW addre.sl stephen L. Grose, Esq. 0/0 Keeter, Wood/ Allen & Rahal 210 Walnut street P.O. Box 11963 Harrisburq, PA 17108 ; 1 I.' I i I I, I' , ' " ,I , " 11', 'c I, 'I . I , " I . I " . I ,I '!! I, , , . I 1'1' ,'Ii I , Ii 1,'1 <i " n\1 " , , " 1 , I , , . I . I' ... 0" , ''', . MAR ~ , 'Q97\lJ" IN THE COURT OF COMMON PLEAS or CUMBERLAND COUNTY, PENNSVLVANIA UPPER ALLEN TOWNSHIP Plaint:itt, CIVIL DIVISION NO. I 96-4162 v. CHASE PARTNERS, INC. Ds!endant:. ORDER OF COURT AND NOW this day ot March, 1997, IT IS HBREBV oRDm~ED that Robert C. Tourek is withdrawn as oounsel tQr t:he Detendant in the abov~-reterenced matt:er. ----. .~, , , " , , " '1'1 I, I: I, I " 'r Ii "i' ... ". . UPPER ALLIN TOWNSHIP/ I IN THI COURT OF COMMON PLEAS OF I CUMBERLAND COUNTY/ PENNSYLVANIA Plaintitt I I CIVIL ACTION ~ LAW v. I I SUBJECT TO MANDATORY ARBITRATION CHASE PARTNERS/ INC. , I I Oetendant I NO. 96-4162 civil RISPOI.I or PLAINTIrr TO COUN81L rOR DlrIND~/ NOTION TO 'ITHD~8 COUN8!~ AND NOW, comes the plaintiff, Upper Allen Township, in response to the rule issued April 1, 1997, to sho~ cause why Robert C. Tourek, Esquire, should not be granted leave to withdraw as counsel and responds as folloWSI 1. Plaintiff has no objection to Robert C. Tourek, Esquire, being granted leave to withdraw a~ counsel, provided (a) that his withdrawal results in no d$lay in the payment of the promissory note, dated February 2B, 1997, in the amount of $17,500, executed by Chase Partners, !nc., and (b) that his withdrawal of appearance will create no delay in the plaintitf's ability to confess judgment as authorized under the promissory note it payment is not made by April 7, 1997, and execute upon the judgment. . . r- ~ ~./ ;,\1" ~I alR~I.laA'. O. ...Vlal x, 8t.phen L. Gro.., I.quire, on. ot the attorney. tor plaintitt, h.r.by certity th.t I have ..rv.d the toregoing p.per upon d.tendant this date by depo.iting a tr.u. and oorr.ot copy ot the .... in the United stat.. mail, tir.t-olass po.tag. pr.paid, .ddr....d a. tolloWSI -',i,I.'I , 'ii, , [/ i l. 'I , " Ll {Ii " "I '/" lil{r' /\~_t )'ii b~1, !( Robert c. Tourek/ E.quire Attorney-at-Law 606 McKni9ht P.rk Driv. Pittsburgh, PA 1~237 KEEFER, WOOD, ALLEN , RAHAL, LLP By ~- ~,~.--- '8.p n L. Gro.e . Dated, April ~~, 1997 , , , ' !, I " I, I I,!' 'I II , , " , , , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA UPPER ALLEN TOWNSHIP Plaintiff / CIVlL DIVISION Cas. No.1 96-4162 v. CHASE PARTNERS, INC. Detelldant, PETITION TO MARE RULE ABSOLU'l'1!l Filod on Behalf ot the Detendantl Chase Partners, Ino. .' Counsel of Reoord For This PartYI ROBERT C. TOUREK, ESQ. 606 Mcknight Park Drive Pittsburgh, PA 15237 (412) 364-6990 " .' ,- "I ,. e,l-I ~l ,. ., " " .. I.,,' UI' . l.,,'; , :" ,.1.'. [1'1 I "" ',1 1..\1: " '1' I ('I I -I,ll . I"J LJ.1' r !jIJ..' , ~;r . ,,",: \1. e:: 3 l_) < , " .', Ilil I " I , ;t I' 'I I I, I" , I , I , .., , , ,I " .1 ,I " I , , " I , " , " , , " I I , " , " I' , , , 'I " d " I , , " ,I., I. I, I,